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Web API table schema operations sample (C#)

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This .NET 6.0 sample demonstrates how to perform operations that create and modify table, column, and relationship definitions using the Dataverse Web API.

This sample uses the common helper code in the WebAPIService class library (C#).

Note

This sample implements the Dataverse operations and console output detailed in Web API table schema operations sample and uses the common C# constructs described in Web API Samples (C#).

Prerequisites

The following is required to build and run this sample:

  • Microsoft Visual Studio 2022.
  • Access to Dataverse with privileges to perform data operations.

How to run this sample

  1. Clone or download the PowerApps-Samples repository.

  2. Locate the /dataverse/webapi/C#-NETx/MetadataOperations/ folder.

  3. Open the MetadataOperations.sln file using Visual Studio 2022

  4. Edit the appsettings.json file to set the following property values:

    Property Instructions
    Url The Url for your environment. Replace the placeholder https://yourorg.api.crm.dynamics.com value with the value for your environment. See View developer resources to find this.
    UserPrincipalName Replace the placeholder you@yourorg.onmicrosoft.com value with the UPN value you use to access the environment.
    Password Replace the placeholder yourPassword value with the password you use.

  5. Save the appsettings.json file

  6. Press F5 to run the sample.

Code

The code for this sample is here: PowerApps-Samples/dataverse/webapi/C#-NETx/MetadataOperations/Program.cs

Demonstrates

This sample has 11 regions:

Section 0: Create Publisher and Solution

Operations: Create a solution record and an associated publisher record.

Note

All solution components created in this sample will be associated to the solution so that they can be exported. For operations without a named message, this association is created using the MSCRM.SolutionUniqueName request header setting the solution unique name set as the value. All names of solution components are prefixed using the publisher customization prefix.

Section 1: Create, Retrieve and Update Table

Operations:

  1. Create a new sample_BankAccount user-owned table by sending a POST request to /EntityDefinitions.
  2. Retrieve the created table by sending a GET request to /EntityDefinitions(LogicalName='sample_bankaccount').
  3. Update the table by sending a PUT request to /EntityDefinitions(LogicalName='sample_bankaccount').

Section 2: Create, Retrieve and Update Columns

Operations:

  1. Create a new sample_boolean boolean column for the sample_BankAccount table by sending a POST request to /EntityDefinitions(LogicalName='sample_bankaccount')/Attributes.
  2. Retrieve the sample_boolean boolean column by sending a GET request to /EntityDefinitions(LogicalName='sample_bankaccount')/Attributes(LogicalName='sample_boolean').
  3. Update the sample_boolean boolean column by sending a PUT request to /EntityDefinitions(LogicalName='sample_bankaccount')/Attributes(LogicalName='sample_boolean').
  4. Update the option labels for the sample_boolean boolean column using the UpdateOptionValue Action.
  5. Create and retrieve a new sample_datetime datetime column for the sample_BankAccount table.
  6. Create and retrieve a new sample_decimal decimal column for the sample_BankAccount table.
  7. Create and retrieve a new sample_integer integer column for the sample_BankAccount table.
  8. Create and retrieve a new sample_memo memo column for the sample_BankAccount table.
  9. Create and retrieve a new sample_money money column for the sample_BankAccount table.
  10. Create and retrieve a new sample_choice choice column for the sample_BankAccount table.
  11. Add a new option to the sample_choice column using the InsertOptionValue Action.
  12. Change the order of the options of the sample_choice column using the OrderOption Action.
  13. Delete one of the options of the sample_choice column using the DeleteOptionValue Action.
  14. Create and retrieve a new sample_multiselectchoice multi-select choice column for the sample_BankAccount table.
  15. Create a new Status option for the sample_BankAccount table using the InsertStatusValue Action.

Section 3: Create and use Global OptionSet

Operations:

  1. Create a new global choice named sample_colors by sending a POST request to /GlobalOptionSetDefinitions.
  2. Retrieve the sample_colors global choice by sending a GET request to /GlobalOptionSetDefinitions(<id value>).
  3. Create a new sample_colors choice column for the sample_BankAccount table using the sample_colors global choice by sending a POST request to /EntityDefinitions(LogicalName='sample_bankaccount')/Attributes and associating it to the global choice.

Section 4: Create Customer Relationship

Operations:

  1. Create a new sample_customerid customer column for the sample_BankAccount table using the CreateCustomerRelationships Action.
  2. Retrieve the sample_customerid customer column by sending a GET request to /EntityDefinitions(LogicalName='sample_bankaccount')/Attributes(LogicalName='sample_customerid').
  3. Retrieve the relationships created for the customer column by sending GET requests to /RelationshipDefinitions(<id>)/Microsoft.Dynamics.CRM.OneToManyRelationshipMetadata.`.

Section 5: Create and retrieve a one-to-many relationship

Operations:

  1. Verify that the sample_BankAccount table is eligible to be referenced in a 1:N relationship using the CanBeReferenced Function.
  2. Verify that the contact table is eligible to be reference other tables in a 1:N relationship using the CanBeReferencing Function.
  3. Identify what other tables can reference the sample_BankAccount table in a 1:N relationship using the GetValidReferencingEntities Function.
  4. Create a 1:N relationship between sample_BankAccount and contact tables by sending a POST request to /RelationshipDefinitions.
  5. Retrieve the 1:N relationship by sending GET request to /RelationshipDefinitions(<id>)/Microsoft.Dynamics.CRM.OneToManyRelationshipMetadata.

Section 6: Create and retrieve a many-to-one relationship

Operations:

  1. Create a N:1 relationship between sample_BankAccount and account tables by sending POST a request to /RelationshipDefinitions.
  2. Retrieve the N:1 relationship by sending a GET request to /RelationshipDefinitions(<id>)/Microsoft.Dynamics.CRM.OneToManyRelationshipMetadata.

Section 7: Create and retrieve a many-to-many relationship

Operations:

  1. Verify that the sample_BankAccount and contact tables are eligible to participate in a N:N relationship using the CanManyToMany Function.
  2. Verify that the sample_BankAccount and contact tables are eligible to participate in a N:N relationship using the GetValidManyToMany Function.
  3. Create a N:N relationship between sample_BankAccount and contact tables by sending a POST request to /RelationshipDefinitions.
  4. Retrieve the N:N relationship by sending GET request to /RelationshipDefinitions(<id>)/Microsoft.Dynamics.CRM.ManyToManyRelationshipMetadata.

Section 8: Export managed solution

Operations: Export the solution created in Section 0: Create Publisher and Solution containing the items created in this sample using the ExportSolution Action.

Section 9: Delete sample records

Operations: A reference to each record created in this sample was added to a list as it was created. In this sample the records are deleted using a $batch operation.

Section 10: Import and Delete managed solution

Operations:

  1. Import the solution exported in Section 8 using the ImportSolution Action.
  2. Query the solution table to get the solutionid of the imported solution.
  3. Delete the imported solution using the solutionid.

Clean up

By default this sample will delete all the records created in it. If you want to view created records after the sample is completed, change the deleteCreatedRecords variable to false and you will be prompted to decide if you want to delete the records.

See also

Use the Dataverse Web API
WebAPIService class library (C#)
Use the Web API with table definitions
Web API Samples
Web API Basic Operations Sample (C#)
Web API Query Data sample (C#)
Web API Conditional Operations sample (C#)
Web API Functions and Actions Sample (C#)
Web API WebApiService Parallel Operations Sample (C#)
Web API Parallel Operations with TPL Dataflow components Sample (C#)