Use XRM tooling to retrieve data

 

Applies To: Dynamics CRM 2013

There are many methods available in the CrmServiceClient class for retrieving data in Microsoft Dynamics CRM. The following examples demonstrate how you can retrieve a record by ID or FetchXML query.

GetEntityDataById

This method searches for an entity by the specified ID. In this sample, we specify null for the field list value to fetch all the attributes of the specified entity record (account), and then display the name of the retrieved account record.

CrmServiceClient crmSvc = new CrmServiceClient(new System.Net.NetworkCredential("<UserName>", "<Password>", “<Domain>”),"<Server>", "<Port>", "<OrgName>");

// Verify that you are connected.
if (crmSvc != null && crmSvc.IsReady)
{
    //Display the CRM version number and org name that you are connected to
    Console.WriteLine("Connected to CRM! (Version: {0}; Org: {1}", 
    crmSvc.ConnectedOrgVersion, crmSvc.ConnectedOrgUniqueName);

    Dictionary<string, object> data = crmSvc.GetEntityDataById("account", <Account_ID>, null);
    foreach (var pair in data)
    {
        if (pair.Key == "name")
        {
            Console.WriteLine("Name of the account is {0}", pair.Value);
        }
    }
}
else
{
    // Display the last error.
    Console.WriteLine("An error occurred: {0}", crmSvc.LastCrmError);

    // Display the last exception message if any.
    Console.WriteLine(crmSvc.LastCrmException.Message);
    Console.WriteLine(crmSvc.LastCrmException.Source);
    Console.WriteLine(crmSvc.LastCrmException.StackTrace);

    return;
}

GetEntityDataByFetchSearchEC

This method searches for the entity based on the specified FetchXML query. In this sample, we retrieve and display the count of all account records in the system.

CrmServiceClient crmSvc = new CrmServiceClient(new System.Net.NetworkCredential("<UserName>", "<Password>", “<Domain>”),"<Server>", "<Port>", "<OrgName>");

// Verify that you are connected.
if (crmSvc != null && crmSvc.IsReady)
{
    //Display the CRM version number and org name that you are connected to
    Console.WriteLine("Connected to CRM! (Version: {0}; Org: {1}", 
    crmSvc.ConnectedOrgVersion, crmSvc.ConnectedOrgUniqueName);

    string fetchXML = 
        @"<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false' returntotalrecordcount='true' >
            <entity name='account'>
              <attribute name='accountid' />
            </entity>
        </fetch>";
    var queryResult = crmSvc.GetEntityDataByFetchSearchEC(fetchXML);
    if (queryResult != null)
    {
        Console.WriteLine(String.Format("Account Records Count : {0}", queryResult.TotalRecordCount));
    }
}
else
{
    // Display the last error.
    Console.WriteLine("An error occurred: {0}", crmSvc.LastCrmError);

    // Display the last exception message if any.
    Console.WriteLine(crmSvc.LastCrmException.Message);
    Console.WriteLine(crmSvc.LastCrmException.Source);
    Console.WriteLine(crmSvc.LastCrmException.StackTrace);

    return;
}

See Also

Sample: Quick start for XRM Tooling API
Use XRM tooling to connect to CRM
Use XRM tooling to execute actions in CRM