Microsoft Dynamic CRM: How to connect Dynamic CRM online using C#

Here are the steps to get connected to dynamic CRM using Tooling connector and do some sample retrieve and delete.

Connect to Dynamic 365 CRM from Console App using Azure Authentication

Step 1) Gather around Dynamic CRM DLL’s

We have two options either get DLL’s manually or make use of NuGet packages.

Here is a list of DLL’s which are used to get connected to Dynamic CRM Online instance.

Note: Please note that DLL’s are Framework dependent and try setting Framework to either 4.5.2 (minimum for v8) or 4.6.2 (minimum for v9 onwards)

Step 2) Code to Connect to Dynamic CRM Online Instance.

public static IOrganizationService getDevOrgService()

{

IOrganizationService OrgService = null;

ServicePointManager.SecurityProtocol = (SecurityProtocolType)3072;

CrmServiceClient crmSvc = new CrmServiceClient("vipin.jaiswal@vjCity.onmicrosoft.com",

CrmServiceClient.MakeSecureString("Your_Password"),

"EMEA",

"crmOrgName",

true,

isOffice365: true);

if(crmSvc.IsReady)

OrgService = (IOrganizationService)crmSvc.OrganizationWebProxyClient != null ?

(IOrganizationService)crmSvc.OrganizationWebProxyClient :

(IOrganizationService)crmSvc.OrganizationServiceProxy;

return OrgService;

}

CrmServiceClient Syntax

CrmServiceClient("UserName","Password","CrmRegion","OrgName",useUniqueInstance:false, useSsl:false,orgDetail,isOffice365:true);

Some values for the CrmRegion parameter are:

https://docs.microsoft.com/en-us/power-platform/admin/new-datacenter-regions

NAM crm.dynamics.com
DEU crm.microsoftdynamics.de
SAM crm2.dynamics.com
CAN crm3.dynamics.com
EUR crm4.dynamics.com
FRA crm12.dynamics.com
APJ crm5.dynamics.com
OCE crm6.dynamics.com
JPN crm7.dynamics.com
IND crm8.dynamics.com
GCC crm9.dynamics.com
GBR crm11.dynamics.com
ZAF crm14.dynamics.com
UAE crm15.dynamics.com
GER crm16.dynamics.com
CHE crm17.dynamics.com
CHN crm.dynamics.cn

If you set CrmRegion to String.Empty, it will search servers in all the regions for the Dynamics 365 organization.

For the OrgName parameter, you can specify either the unique or friendly name.

The following parameters are optional:

useUniqueInstance,
useSsl,
orgDetail

We can also connect using ConnectionString

</connectionStrings>

string connectionString = ConfigurationManager.ConnectionStrings["CrmServerConnection"].ConnectionString;

CrmServiceClient crmSvc = new CrmServiceClient(connectionString);

if (crmSvc.IsReady == true)

{

IOrganizationService _orgService88 = (IOrganizationService)crmSvc.OrganizationWebProxyClient != null ?

(IOrganizationService)crmSvc.OrganizationWebProxyClient : (IOrganizationService)crmSvc.OrganizationServiceProxy;

}

RequireNewInstance=True

You can also add this parameter in ConnectionString, if you are making multiple connection to Dynamic CRM within single console application.

Step 3) Make CRUD Operation

Once you are able to obtain the IOrganizationService which is in our code is neoOrgService, we can start using it for making a CRM operation like create, insert, update, delete, retrieve etc.

Here is a small code to fetch certain records and delete them if exists.