C# Code to Retrieve System and Custom Views from Dynamics 365 (Version 9.0)

There are times we write utilities to retrieve CRM data/information using C#. A favorite is a .NET console application for projects. In this console app let's dump useful code snippets which make the work very productive.

In this blog, we will provide C# code to retrieve System and Custom views.

Code:

using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Client;
using Microsoft.Xrm.Tooling.Connector;
 
using System;
 
using System.Configuration;
 
using System.Linq;
 
using System.ServiceModel;
 
namespace ConsoleUtilities
 
{
 
    class GetViews
 
    {
 
        public static  void Main(string[] args)
 
        {
 
            try
 
            {
 
                CrmServiceClient crmConn = new
 
                    CrmServiceClient(ConfigurationManager.ConnectionStrings["CRMConnectionString"].ConnectionString);
 
                IOrganizationService crmService = crmConn.OrganizationServiceProxy;
 
                OrganizationServiceContext orgContext = new  OrganizationServiceContext(crmService);
 
                var objCRMViews = from crmView in  orgContext.CreateQuery("savedquery")
 
                                  select new
 
                                  {
 
                                      savedQuery_SavedQueryId = crmView["savedqueryid"],
 
                                      savedQuery_Name = crmView["name"]
 
                                  };
 
                foreach (var localObjCRMViews in objCRMViews)
 
                {
 
                    System.Console.WriteLine("savedQuery_savedqueryid: "
 
                        + localObjCRMViews.savedQuery_SavedQueryId.ToString());
 
                    System.Console.WriteLine("savedQuery_name: "
 
                        + localObjCRMViews.savedQuery_Name.ToString());
 
                    System.Console.WriteLine();
 
                }
 
                // exit
 
                Console.WriteLine("Press any key to exit.");
 
                Console.ReadKey();
 
            }
 
            catch (FaultException<OrganizationServiceFault> ex)
 
            {
 
                string message = ex.Message;
 
                throw;
 
            }
 
        }
 
    }
 
}

Explanation:

1) Use the following types in a namespace.

https://4.bp.blogspot.com/-pZh1UAIyTIc/WiMcumUfKtI/AAAAAAAABak/HyVkfB_HtlklGp18r5gw3ajrgJxJqU2SgCLcBGAs/s1600/17.PNG

"using" Directive - Namespace

2) Connect to Dynamics 365 V 9.0 online or on-premises. Write a LINQ query to retrieve all views. Loop through and display all the views. At the end, exit the console app.

https://3.bp.blogspot.com/-sVKdS7zsL24/WiMcutAxwvI/AAAAAAAABao/RWi3XchbJbc68mqlvGrL_VkkbBnREXzxACEwYBhgL/s640/18.PNG

LINQ Query to Retrieve All Views

You can also add a "Where" clause to the LINQ query to retrieve only one view. In this case, we have added the where clause to retrieve a view named "Payments with No Taxes".

https://4.bp.blogspot.com/-3F3imybVB_k/WiMcuhIcKcI/AAAAAAAABag/qMR9qhFYYmM9iKthvaurrQnlsdjF0yFJACEwYBhgL/s1600/19.PNG

LINQ Query to Retrieve One View

3) Add Try/Catch to handle any exceptions.

https://1.bp.blogspot.com/-vrpRY1wAMOg/WiMcvZx3BCI/AAAAAAAABaw/BrQCD1pfTQ4bAr5rqLp0qT9hBZVCRNykACEwYBhgL/s1600/20.PNG

Try/Catch

You can use this utility to get a list of all views or get information on just one view. This is useful when developing and customizing a CRM application.