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Build Windows client applications using the XRM tools

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XRM tooling is a set of APIs built on top of the Dynamics 365 Customer Engagement (on-premises) SDK assembly APIs (Organization service and IDiscoveryService) that provide support for building Windows client applications for Dynamics 365 Customer Engagement (on-premises).

Note

The XRM tooling documentation that is applicable to Dataverse users is now available in the Power Apps documentation at: Build Windows client applications using the XRM tools

XRM tooling provides the following capabilities:

  • Supports all the authentication modes to sign in to Dynamics 365 Customer Engagement (on-premises), including OAuth.

  • Provides PowerShell support for authentication and connection to Dynamics 365 Customer Engagement (on-premises).

  • Provides thread safety for actions performed in Dynamics 365 Customer Engagement (on-premises) in a multithreaded environment. More information: Multithreading in Components, Thread-Safe Components

  • Provides a common Windows Presentation Foundation login control for Dynamics 365 Customer Engagement (on-premises) for consistent sign-in experience to from your Windows client applications.

  • Supports secure storage of the sign-in credentials and reuse of the stored credentials to automatically sign in to Dynamics 365 Customer Engagement (on-premises) after initial sign in.

  • Provides built-in diagnostic tracing and performance reporting of the actions performed in Dynamics 365 Customer Engagement (on-premises), which you can configure based on your organization’s requirements.

See also

Sample: Quick start for XRM Tooling API
Simplified connection quick start