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Sample: Assign a record to a team

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This sample shows how to assign a record to a team by using the AssignRequest message. 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 AssignRequest message is intended to be used in a scenario where it contains the data that is needed to assign the specified record to a new owner (user or team) by changing the OwnerId attribute of the record.

How this sample works

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

Setup

  1. Checks for the current version of the org.
  2. Creates required data that this sample requires.

Demonstrate

The AssignRequest message assigns the account record created for the sample to a team.

Clean up

Displays an option to delete all the data created in the sample. The deletion is optional in case you want to examine the data created by the sample. You can manually delete the data to achieve same results.