Sample: Quick start for Dynamics 365 Customer Engagement

Article
04/07/2023

This sample shows you how to compile and run a program that creates an account record, retrieves the record, updates the record, and then prompts to see if you would like the record deleted. 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:

Download or clone the Samples repo so that you have a local copy.
(Optional) Edit the dataverse/App.config file to define a connection string specifying the instance/organization you want to connect to.
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

This sample shows how to perform CRUD operation on an entity.

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 WhoAMIRequest method gets the current user's information.
The Account method creates a sample account record.

Clean up

Display an option to delete the sample data created. The deletion is optional in case you want to examine the entities and data created by the sample. You can manually delete the records to achieve the same result.