Sample: Create, retrieve, update, and delete a dashboard
This sample shows how to create, retrieve, update, and delete an user-owned dashboard using the following methods:
- IOrganizationService.Create
- IOrganizationService.Retrieve
- IOrganizationService.Update
- IOrganizationService.Delete
You can download the sample from here.
Märkus
This sample applies to both Dynamics 365 Customer Engagement (on-premises) and Dataverse.
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.
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.
In order to simulate the scenario described in What this sample does, the sample will do the following:
Checks for the current version of the org.
- The
mySavedQuery
method grabs the default public view for opportunities. - The
visualizationQuery
method retrieves the visualizations out of the system. This sample assumes that you have the Top opportunities. - The
dashboard
method sets the dashboard and specifies the FormXml. - The
chartPicker
method enables the chart picker on the chart.
Display an option to delete the records created in the Setup. 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.