CrmServiceClient Class

 

Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online

Provides the low-level interaction and wrapper methods to connect to Microsoft Dynamics CRM and execute actions.

Namespace:   Microsoft.Xrm.Tooling.Connector
Assembly:  Microsoft.Xrm.Tooling.Connector (in Microsoft.Xrm.Tooling.Connector.dll)

Inheritance Hierarchy

System.Object
  Microsoft.Xrm.Tooling.Connector.CrmServiceClient

Syntax

public sealed class CrmServiceClient : IOrganizationService

Public NotInheritable Class CrmServiceClient
    Implements IOrganizationService

Constructors

	Name	Description
	CrmServiceClient(NetworkCredential, AuthenticationType, String, String, String, Boolean, Boolean, OrganizationDetail)	Initializes a new instance of the CrmServiceClient class using the specified network credentials and authentication type as AD or IFD
	CrmServiceClient(NetworkCredential, String, String, String, Boolean, Boolean, OrganizationDetail)	Initializes a new instance of the CrmServiceClient class using the specified network credentials and Active Directory (AD) authentication.
	CrmServiceClient(OrganizationServiceProxy)	Initializes a new instance of the CrmServiceClient class using the Organization service proxy provided by the user.
	CrmServiceClient(OrganizationWebProxyClient)	Initializes a new instance of the CrmServiceClient class using the OrganizationWebProxyClient instance provided by the user.
	CrmServiceClient(String)	Initializes a new instance of the CrmServiceClient class using a connection string.
	CrmServiceClient(String, SecureString, String, String, Boolean, Boolean, OrganizationDetail, Boolean)	Initializes a new instance of the CrmServiceClient class using the specified network credentials and authentication type as Office 365.
	CrmServiceClient(String, SecureString, String, String, Boolean, OrganizationDetail, UserIdentifier, String, Uri, String, OrganizationWebProxyClient, PromptBehavior)	Initializes a new instance of the CrmServiceClient using the OAuth protocol to connect to your CRM Online instance in Office 365.
	CrmServiceClient(String, SecureString, String, String, String, String, String, Boolean, Boolean, OrganizationDetail)	Initializes a new instance of the CrmServiceClient class using the specified network credentials and claims-based authentication.
	CrmServiceClient(String, SecureString, String, String, String, String, String, Boolean, Boolean, OrganizationDetail, UserIdentifier, String, Uri, String, OrganizationWebProxyClient, PromptBehavior)	Initializes a new instance of the CrmServiceClient class using the specified network credentials and OAuth protocol.

Properties

	Name	Description
	ActiveAuthenticationType	Gets the authentication type used for the active CRM connection.
	Authority
	CallerId
	ConnectedOrgFriendlyName	Gets the friendly name of the organization that you are connected to.
	ConnectedOrgPublishedEndpoints	Gets the endpoint collection for the organization you are connected to.
	ConnectedOrgUniqueName	Get the unique name of the organization you are connected to.
	ConnectedOrgVersion	Gets the version number of the organization you are connected to. If accessed before you are connected to an organization, null or 0.0 is returned.
	ConnectionLockObject	Gets the connection lock object that is used to control connection access for various threads. This should be used to lock the connection if you are using the Microsoft Dynamics CRM queries via LINQ.
	CrmConnectOrgUriActual	Gets the actual URI used to connect to Microsoft Dynamics CRM. This URI could be influenced by user defined variables.
	IsBatchOperationsAvailable	Gets information about the availability of batch operation. If true, batch operations are available.
	IsReady	Gets the service connection status. If true, the service is ready to accept requests.
	LastCrmError	Gets the last error that occurred while attempting to connect to Microsoft Dynamics CRM.
	LastCrmException	Gets the last exception that occurred while attempting to connect to Microsoft Dynamics CRM.
	OAuthUserId	Gets the current user ID used for connecting to CRM using OAuth.
	OrganizationServiceProxy	Gets the native Microsoft Dynamics CRM organization service.
	OrganizationWebProxyClient	Gets the CRM OrganizationWebProxyClient instance for the active CRM connection using OAuth.
	SdkVersionProperty

Methods

	Name	Description
	AddEntityToQueue(Guid, String, String, Guid, Boolean, Guid)	Route an entity to a public queue.
	AssignEntityToUser(Guid, String, Guid, Guid)	Assign an Entity to the specified user ID
	Associate(String, Guid, Relationship, EntityReferenceCollection)
	CancelSalesOrder(Guid, Dictionary<String, CrmDataTypeWrapper>, Int32, Guid)	Cancel Sales order
	CloseActivity(String, Guid, String, String, Guid)	Closes the Activity type specified. The Activity Entity type supports fax , letter , and phonecall *Note: This will default to using English names for Status. if you need to use Non-English, you should populate the names for completed for the status and state.
	CloseIncident(Guid, Dictionary<String, CrmDataTypeWrapper>, Int32, Guid)	Closes an Incident request in CRM, this special handling is necessary to support CRM Built In Object.
	CloseOpportunity(Guid, Dictionary<String, CrmDataTypeWrapper>, Int32, Guid)	This will close an opportunity as either Won or lost in CRM
	CloseQuote(Guid, Dictionary<String, CrmDataTypeWrapper>, Int32, Guid)	Closes a quote as won or lost, Revise is not supported via this method
	CloseTroubleTicket(Guid, String, String, Guid)	Closes a Trouble ticket by ID
	Create(Entity)
	CreateAnnotation(String, Guid, Dictionary<String, CrmDataTypeWrapper>, Guid)	This creates a annotation [note] entry, related to a an existing entity Required Properties in the fieldList notetext (string) = Text of the note, subject (string) = this is the title of the note
	CreateBatchOperationRequest(String, Boolean, Boolean)	Creates a batch request for executing batch operations. This method returns an ID (GUID) that will be used to identify a request as a batch request vs a "normal" request.
	CreateEntityAssociation(String, Guid, String, Guid, String, Guid)	Associates one Entity to another where an M2M Relationship Exists.
	CreateMultiEntityAssociation(String, Guid, String, List<Guid>, String, Guid, Boolean)	Associates multiple entities of the same time to a single entity
	CreateNewActivityEntry(String, String, Guid, String, String, String, Dictionary<String, CrmDataTypeWrapper>, Guid)	Creates a new activity against the target entity type
	CreateNewRecord(String, Dictionary<String, CrmDataTypeWrapper>, String, Boolean, Guid)	Uses the dynamic entity pattern to create a new entity record.
	CreateOrUpdatePickListElement(String, String, List<LocalizedLabel>, Int32, Boolean)	Adds an option to a pick list on an entity.
	Delete(String, Guid)
	DeleteEntity(String, Guid, Guid)	Deletes an entity from the CRM
	DeleteEntityAssociation(String, Guid, String, Guid, String, Guid)	Removes the Association between 2 entity items where an M2M Relationship Exists.
	Disassociate(String, Guid, Relationship, EntityReferenceCollection)
	DiscoverOrganizations(Uri, ClientCredentials, UserIdentifier, String, Uri, String, Boolean, String, PromptBehavior)
	DiscoverOrganizations(Uri, Uri, ClientCredentials, ClientCredentials)	Discovers the organizations.
	DiscoverOrganizations(Uri, Uri, NetworkCredential)	Discovers the organizations.
	Equals(Object)	(Inherited from Object.)
	Execute(OrganizationRequest)
	ExecuteBatch(Guid)	Begins running the Batch command.
	ExecuteCrmEntityDeleteRequest(String, Guid, String)	Executes a row level delete on a CRM entity ( thread safe ) and returns true or false. Also adds metrics for logging support.
	ExecuteCrmOrganizationRequest(OrganizationRequest, String)	Executes a CRM Organization Request (thread safe) and returns the organization response object. Also adds metrics for logging support.
	ExecuteWorkflowOnEntity(String, Guid, Guid)	Executes a named workflow on an object.
	GetActivitiesBy(String, Guid, List<String>, CrmServiceClient.LogicalSearchOperator, Dictionary<String, String>, Dictionary<String, CrmServiceClient.LogicalSortOrder>, Int32, Int32, String, String, Boolean, Guid)	Returns all Activities Related to a given Entity ID. Only Account, Contact and Opportunity entities are supported.
	GetActivitiesBy(String, Guid, List<String>, CrmServiceClient.LogicalSearchOperator, List<CrmServiceClient.CrmSearchFilter>, Dictionary<String, CrmServiceClient.LogicalSortOrder>, Int32, Int32, String, String, Boolean, Guid)	Returns all Activities Related to a given Entity ID. Only Account, Contact and Opportunity entities are supported.
	GetAllAttributesForEntity(String)	Returns all attributes on a entity
	GetAllEntityMetadata(Boolean, EntityFilters)	Returns a list of entities with basic data from CRM
	GetBatchById(Guid)	TEMP
	GetBatchOperationIdRequestByName(String)	Returns the batch id for a given batch name.
	GetBatchRequestAtPosition(Guid, Int32)	Returns the organization request at a give position
	GetDataByKeyFromResultsSet<T>(Dictionary<String, Object>, String)	This function gets data from a Dictionary object, where "string" identifies the field name, and Object contains the data, this method then attempts to cast the result to the Type requested, if it cannot be cast an empty object is returned.
	GetEntityAttributeMetadataForAttribute(String, String)	Gets metadata for a specific entity's attribute.
	GetEntityDataByFetchSearch(String, Guid)	Searches for data based on a FetchXML query
	GetEntityDataByFetchSearch(String, Int32, Int32, String, String, Boolean, Guid)	Searches for data based on a FetchXML query
	GetEntityDataByFetchSearchEC(String, Guid)	Searches for data based on a FetchXML query
	GetEntityDataByFetchSearchEC(String, Int32, Int32, String, String, Boolean, Guid)	Searches for data based on a FetchXML query
	GetEntityDataById(String, Guid, List<String>, Guid)	Gets a List of variables from the account based on the list of field specified in the Fields List
	GetEntityDataByLinkedSearch(String, Dictionary<String, String>, String, Dictionary<String, String>, String, String, String, CrmServiceClient.LogicalSearchOperator, List<String>, Guid)	Queries an Object via a M to M Link
	GetEntityDataByLinkedSearch(String, List<CrmServiceClient.CrmSearchFilter>, String, List<CrmServiceClient.CrmSearchFilter>, String, String, String, CrmServiceClient.LogicalSearchOperator, List<String>, Guid, Boolean)	Queries an Object via a M to M Link
	GetEntityDataByRollup(String, Guid, String, List<String>, CrmServiceClient.LogicalSearchOperator, Dictionary<String, String>, Dictionary<String, CrmServiceClient.LogicalSortOrder>, Guid)	Returns all Activities Related to a given Entity ID. Only Account, Contact and Opportunity entities are supported.
	GetEntityDataByRollup(String, Guid, String, List<String>, CrmServiceClient.LogicalSearchOperator, List<CrmServiceClient.CrmSearchFilter>, Dictionary<String, CrmServiceClient.LogicalSortOrder>, Int32, Int32, String, String, Boolean, Guid)	Returns all Activities Related to a given Entity ID. Only Account, Contact and Opportunity entities are supported.
	GetEntityDataBySearchParams(String, Dictionary<String, String>, CrmServiceClient.LogicalSearchOperator, List<String>, Guid)	Gets a list of accounts based on the search parameters.
	GetEntityDataBySearchParams(String, List<CrmServiceClient.CrmSearchFilter>, CrmServiceClient.LogicalSearchOperator, List<String>, Dictionary<String, CrmServiceClient.LogicalSortOrder>, Int32, Int32, String, String, Boolean, Guid)	Searches for data from an entity based on the search parameters.
	GetEntityDataBySearchParams(String, List<CrmServiceClient.CrmSearchFilter>, CrmServiceClient.LogicalSearchOperator, List<String>, Guid)	Gets a list of accounts based on the search parameters.
	GetEntityDisplayName(String, Int32)	Gets an Entity Name by Logical name or Type code.
	GetEntityDisplayNamePlural(String, Int32)	Gets an Entity Name by Logical name or Type code.
	GetEntityFormIdListByType(String, CrmServiceClient.FormTypeId)	Returns the Form Entity References for a given form type.
	GetEntityMetadata(String, EntityFilters)	Returns the Metadata for an entity from CRM, defaults to basic data only.
	GetEntityName(Int32)	Returns the Entity name for the given Type code
	GetEntityTypeCode(String)	Gets the typecode of an entity by name.
	GetGlobalOptionSetMetadata(String)	Gets a global option set from CRM.
	GetHashCode()	(Inherited from Object.)
	GetMyCrmUserId()	Gets the user ID of the currently logged in user.
	GetPickListElementFromMetadataEntity(String, String)	Gets a PickList, Status List or StateList from the metadata of an attribute
	GetType()	(Inherited from Object.)
	ImportDataMapToCrm(String, Boolean, Boolean)	Used to upload a data map to the CRM
	ImportSolutionToCrm(String, Guid, Boolean, Boolean, Boolean, Boolean)
	InstallSampleDataToCrm()	Request CRM to install sample data shipped with CRM. Note this is process will take a few moments to execute. This method will return once the request has been submitted.
	IsSampleDataInstalled()	Determines if the CRM sample data has been installed
	MakeSecureString(String)	Makes a secure string
	PublishEntity(String)	Publishes an entity to the production system, used in conjunction with the Metadata services.
	ReleaseBatchInfoById(Guid)	Release a batch from the stack Once you have completed using a batch, you must release it from the system.
	RemoveOAuthTokenCache(String)
	ResetLocalMetadataCache(String)	This will clear the Metadata cache for either all entities or the specified entity
	Retrieve(String, Guid, ColumnSet)
	RetrieveBatchResponse(Guid)
	RetrieveMultiple(QueryBase)
	SendSingleEmail(Guid, String, Guid)	Sends an email.
	SubmitImportRequest(CrmServiceClient.ImportRequest, DateTime)	Starts an Import request for CRM. Supports a single file per Import request.
	ToString()	(Inherited from Object.)
	UninstallSampleDataFromCrm()	Request CRM to remove sample data shipped with CRM. Note this is process will take a few moments to execute. This method will return once the request has been submitted.
	Update(Entity)
	UpdateEntity(String, String, Guid, Dictionary<String, CrmDataTypeWrapper>, String, Boolean, Guid)	Generic update entity
	UpdateStateAndStatusForEntity(String, Guid, Int32, Int32, Guid)	Updates the State and Status of the Entity passed in.
	UpdateStateAndStatusForEntity(String, Guid, String, String, Guid)	Updates the State and Status of the Entity passed in.

Thread Safety

Any public static ( Shared in Visual Basic) members of this type are thread safe. Any instance members are not guaranteed to be thread safe.

See Also

Microsoft.Xrm.Tooling.Connector Namespace
Build Windows client applications using the XRM tools

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Microsoft Dynamics 365

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