Sample: Retrieve all charts attached to an entity

This sample shows how to retrieve all the organization-owned visualizations attached to an entity by using the IOrganizationService.RetrieveMultiple method.

You can download the sample from here.

Note

This sample applies to both Dynamics 365 Customer Engagement (on-premises) and Dataverse.

How to run this sample

To obtain a local copy of all samples and build them, follow these steps:

  1. Download or clone the Samples repo so that you have a local copy.
  2. (Optional) Edit the dataverse/App.config file to define a connection string specifying the instance/organization you want to connect to.
  3. Open the sample solution in Visual Studio and press F5 to run the sample. After you specify a connection string in dataverse/App.config, any sample you run will use that connection information.

If you don't specify a connection string in dataverse/App.config file, a dialog opens each time you run the sample, and you'll need to enter information about which instance or org you want to connect to and which credentials you want to use. This dialog caches previous connections so that you can choose a previously used connection.

What this sample does

The IOrganizationService message is intended to be used in a scenario where it contains data that provides programmatic access to the metadata and data for an organization.

How this sample works

In order to simulate the scenario described in What this sample does, the sample will do the following:

Setup

Checks for the current version of the org.

Demonstrate

The newSavedQuery method creates a query for retrieving all organization-owned visualizations that are attached to the account entity.

Clean up

This sample creates no records. No cleanup is required.