Sample: Create, retrieve, update, and delete a SharePoint location record


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

This sample code is for Microsoft Dynamics 365 (online & on-premises). Download the Microsoft Dynamics CRM SDK package. The sample can be found in the following location in the download package:



For more information about the requirements for running the sample code provided in this SDK, see Use the sample and helper code.


This sample shows how to create, retrieve, update, and delete a SharePoint Server document location records.


using System;
using System.ServiceModel;
using System.ServiceModel.Description;

// These namespaces are found in the Microsoft.Xrm.Sdk.dll assembly
// located in the SDK\bin folder of the SDK download.
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;
using Microsoft.Xrm.Sdk.Client;

namespace Microsoft.Crm.Sdk.Samples
    /// <summary>
    /// Demonstrates how to create, retrieve, update, and delete.
    /// SharePoint location records.</summary>
    /// <remarks>
    /// At run-time, you will be given the option to delete all the
    /// database records created by this program.</remarks>
    public class CRUDSharePointLocationRecords
        #region Class Level Members

        private Guid _spSiteId;
        private Guid _spDocLocId;
        private Guid _account1Id;
        private Guid _account2Id;        
        private OrganizationServiceProxy _serviceProxy;

        #endregion Class Level Members

        #region How-To Sample Code
        /// <summary>
        /// This method first connects to the Organization service. Afterwards,
        /// create, retrieve, update, and delete operations are performed on the 
        /// SharePoint location records.
        /// </summary>
        /// <param name="serverConfig">Contains server connection information.</param>
        /// <param name="promptforDelete">When True, the user will be prompted to delete all
        /// created entities.</param>
        public void Run(ServerConnection.Configuration serverConfig, bool promptforDelete)
                // Connect to the Organization service. 
                // The using statement assures that the service proxy will be properly disposed.
                using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,serverConfig.Credentials, serverConfig.DeviceCredentials))
                    // This statement is required to enable early-bound type support.

                    // Instantiate a SharePoint site object.
                    // See the Entity Metadata topic in the SDK documentation to determine 
                    // which attributes must be set for each entity.
                    SharePointSite spSite = new SharePointSite
                        Name = "Sample SharePoint Site",
                        Description = "Sample SharePoint Site Location record",

                        // TODO: Change this URL to a valid SharePoint URL.                        
                        AbsoluteURL = "",

                    // Create a SharePoint site record named Sample SharePoint Site.
                    _spSiteId = _serviceProxy.Create(spSite);
                    Console.WriteLine("{0} created.", spSite.Name);
                    // Instantiate a SharePoint document location object.
                    // See the Entity Metadata topic in the SDK documentation to determine 
                    // which attributes must be set for each entity.
                    SharePointDocumentLocation spDocLoc = new SharePointDocumentLocation
                        Name = "Sample SharePoint Document Location",
                        Description = "Sample SharePoint Document Location record",

                        // Set the Sample SharePoint Site created earlier as the parent site.
                        ParentSiteOrLocation = new EntityReference(SharePointSite.EntityLogicalName, _spSiteId),
                        RelativeUrl = "spdocloc",

                        // Associate this document location instance with the Fourth Coffee
                        // sample account record.
                        RegardingObjectId = new EntityReference(Account.EntityLogicalName, _account1Id)

                    // Create a SharePoint document location record named Sample SharePoint Document Location.
                    _spDocLocId = _serviceProxy.Create(spDocLoc);
                    Console.WriteLine("{0} created.", spDocLoc.Name);

                    // Retrieve the SharePoint site and SharePoint document location containing several of its attributes.
                    ColumnSet colsSpSite = new ColumnSet("name", "absoluteurl");
                    SharePointSite retrievedSpSite = (SharePointSite)_serviceProxy.Retrieve(SharePointSite.EntityLogicalName, _spSiteId, colsSpSite);

                    ColumnSet colsSpDocLoc = new ColumnSet("name", "regardingobjectid");
                    SharePointDocumentLocation retrievedSpDocLoc = (SharePointDocumentLocation)_serviceProxy.Retrieve(SharePointDocumentLocation.EntityLogicalName, _spDocLocId, colsSpDocLoc);

                    // Update the URL of the SharePoint site.
                    // TODO: Change this URL to a valid SharePoint URL.
                    retrievedSpSite.AbsoluteURL = "";

                    // Update the SharePoint document location to associate it with the 
                    // Northwind Traders sample account.
                    retrievedSpDocLoc.RegardingObjectId = new EntityReference(Account.EntityLogicalName,_account2Id);

                    Console.WriteLine(" and updated the records.");


            // Catch any service fault exceptions that Microsoft Dynamics CRM throws.
            catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>)
                // You can handle an exception here or pass it back to the calling method.

        /// <summary>
        /// Creates any entity records that this sample requires.
        /// </summary>
        public void CreateRequiredRecords()
            // Create two account records

            Account account1 = new Account { Name = "Fourth Coffee" };            
            _account1Id = _serviceProxy.Create(account1);

            Account account2 = new Account { Name = "Northwind Traders" };
            _account2Id = _serviceProxy.Create(account2);

            Console.WriteLine("{0} and {1} sample accounts created.", account1.Name, account2.Name);

        /// <summary>
        /// Deletes any entity records that were created for this sample.
        /// <param name="prompt">Indicates whether to prompt the user 
        /// to delete the records created in this sample.</param>
        /// </summary>
        public void DeleteRequiredRecords(bool prompt)
            bool deleteRecords = true;

            if (prompt)
                Console.WriteLine("\nDo you want these entity records deleted? (y/n) [y]: ");
                String answer = Console.ReadLine();

                deleteRecords = (answer.StartsWith("y") || answer.StartsWith("Y") || answer == String.Empty);

            if (deleteRecords)
                _serviceProxy.Delete(SharePointDocumentLocation.EntityLogicalName, _spDocLocId);
                _serviceProxy.Delete(SharePointSite.EntityLogicalName, _spSiteId);
                _serviceProxy.Delete(Account.EntityLogicalName, _account1Id);
                _serviceProxy.Delete(Account.EntityLogicalName, _account2Id);
                Console.WriteLine("Entity records have been deleted.");

        #endregion How-To Sample Code

        #region Main method

        /// <summary>
        /// Standard Main() method used by most SDK samples.
        /// </summary>
        /// <param name="args"></param>
        static public void Main(string[] args)
                // Obtain the target organization's Web address and client logon 
                // credentials from the user.
                ServerConnection serverConnect = new ServerConnection();
                ServerConnection.Configuration config = serverConnect.GetServerConfiguration();

                CRUDSharePointLocationRecords app = new CRUDSharePointLocationRecords();
                app.Run(config, true);
            catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault> ex)
                Console.WriteLine("The application terminated with an error.");
                Console.WriteLine("Timestamp: {0}", ex.Detail.Timestamp);
                Console.WriteLine("Code: {0}", ex.Detail.ErrorCode);
                Console.WriteLine("Message: {0}", ex.Detail.Message);
                Console.WriteLine("Plugin Trace: {0}", ex.Detail.TraceText);
                Console.WriteLine("Inner Fault: {0}",
                    null == ex.Detail.InnerFault ? "No Inner Fault" : "Has Inner Fault");
            catch (System.TimeoutException ex)
                Console.WriteLine("The application terminated with an error.");
                Console.WriteLine("Message: {0}", ex.Message);
                Console.WriteLine("Stack Trace: {0}", ex.StackTrace);
                Console.WriteLine("Inner Fault: {0}",
                    null == ex.InnerException.Message ? "No Inner Fault" : ex.InnerException.Message);
            catch (System.Exception ex)
                Console.WriteLine("The application terminated with an error.");

                // Display the details of the inner exception.
                if (ex.InnerException != null)

                    FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault> fe = ex.InnerException
                        as FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>;
                    if (fe != null)
                        Console.WriteLine("Timestamp: {0}", fe.Detail.Timestamp);
                        Console.WriteLine("Code: {0}", fe.Detail.ErrorCode);
                        Console.WriteLine("Message: {0}", fe.Detail.Message);
                        Console.WriteLine("Plugin Trace: {0}", fe.Detail.TraceText);
                        Console.WriteLine("Inner Fault: {0}",
                            null == fe.Detail.InnerFault ? "No Inner Fault" : "Has Inner Fault");
                Console.WriteLine("Press <Enter> to exit.");
        #endregion Main method

See Also

Actions on SharePoint location records
Integrate Microsoft Dynamics 365 with SharePoint
Sample: Retrieve absolute URL and site collection URL of a location record

Microsoft Dynamics 365

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