Retrieve records using FetchXML & C# SDK in CRM

Task: Write a Console Application to Retrieve the following attributes from Contact record, where Full Name = Arun Potti & Status = Active, using FetchXML.

Retrieve Multiple - FetchXML SDK

Solution: Follow the below Steps,

Step 1: Include the below References in your project, you can get the same from Latest SDK.
Goto the path, SDK->Bin for the dlls

Microsoft.Crm.Sdk.Proxy
Microsoft.Xrm.Sdk

Step 2: Include the below Framework Assemblies in your project,

Reference Manager - ConnectToCRM

Step 3: Add the below namespaces in your class file,

using Microsoft.Crm.Sdk.Messages;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Client;
using System.ServiceModel.Description;
using Microsoft.Xrm.Sdk.Query;

Step 4: Download the fetchxml from CRM Advance Find,

<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false">
<entity name="contact">
<attribute name="fullname" />
<attribute name="contactid" />
<attribute name="parentcustomerid" />
<attribute name="gendercode" />
<attribute name="birthdate" />
<attribute name="creditlimit" />
<attribute name="donotsendmm" />
<order attribute="fullname" descending="false" />
<filter type="and">
<condition attribute="statecode" operator="eq" value="0" />
<condition attribute="fullname" operator="eq" value="Arun Potti" />
</filter>
</entity>
</fetch>

Step 5: Use FetchXML Formatter Tool, to format the fetchXML. For More Details about FetchXML Formatter Tool Click Here

Finally the Formatted FetchXML is as follows,

@"<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>
<entity name='contact'>
<attribute name='fullname' />
<attribute name='contactid' />
<attribute name='parentcustomerid' />
<attribute name='gendercode' />
<attribute name='birthdate' />
<attribute name='creditlimit' />
<attribute name='donotsendmm' />
<order attribute='fullname' descending='false' />
<filter type='and'>
<condition attribute='statecode' operator='eq' value='0' />
<condition attribute='fullname' operator='eq' value='Arun Potti' />
</filter>
</entity>
</fetch>"

Step 6: First we have to connect to CRM, for details Click Here 

Step 7: Below Method is useful for retrieving the values from FetchXML,

public static EntityCollection ExecuteFetch(string fetchXmlString)
{
return _service.RetrieveMultiple(new FetchExpression(fetchXmlString));
}

Step 8: Final code is here, 

using System;
using System.Collections.Generic;
using System.Linq;
using System.Text;
using System.Threading.Tasks;
using Microsoft.Crm.Sdk.Messages;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Client;
using System.ServiceModel.Description;
using Microsoft.Xrm.Sdk.Query;

namespace ConnectToCRM
{
class Program
{
static IOrganizationService _service;
static void Main(string[] args)
{
try
{
ConnectToMSCRM("arunpotti@XXXXXX.onmicrosoft.com", "XXXXXXX", "https://XXXXXX.api.crm5.dynamics.com/XRMServices/2011/Organization.svc");
Guid userid = ((WhoAmIResponse)_service.Execute(new WhoAmIRequest())).UserId;
if (userid == Guid.Empty) return;//Check for CRM Connection Establishment. If Not return, other wise will proceed to next step
string fetchXmlString = @"<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>
<entity name='contact'>
<attribute name='fullname' />
<attribute name='contactid' />
<attribute name='parentcustomerid' />
<attribute name='gendercode' />
<attribute name='birthdate' />
<attribute name='creditlimit' />
<attribute name='donotsendmm' />
<order attribute='fullname' descending='false' />
<filter type='and'>
<condition attribute='statecode' operator='eq' value='0' />
<condition attribute='fullname' operator='eq' value='Arun Potti' />
</filter>
</entity>
</fetch>";

EntityCollection ec = ExecuteFetch(fetchXmlString);
if (ec.Entities.Count > 0)
{
string output = string.Empty;
foreach (var item in ec.Entities)
{
//String
if (item.Attributes.Contains("fullname")) //Check for fullname value exists or not in Entity Collection
output += "Full Name : " + item.Attributes["fullname"] + "\n";

//Lookup
if (item.Attributes.Contains("parentcustomerid")) //Check for parentcustomerid exists or not in Entity Collection
output += "Company : " + ((EntityReference)item.Attributes["parentcustomerid"]).Name + "\n";

//OptionSet
if (item.Attributes.Contains("gendercode")) //Check for gendercode exists or not in Entity Collection
output += "Gender : Name - " + item.FormattedValues["gendercode"] + ", Value - " + ((OptionSetValue)item.Attributes["gendercode"]).Value + "\n";

//Date
if (item.Attributes.Contains("birthdate")) //Check for birthdate exists or not in Entity Collection
output += "Birthday : " + ((DateTime)item.Attributes["birthdate"]).ToLocalTime().ToShortDateString().ToString() + "\n";

//Currency
if (item.Attributes.Contains("creditlimit")) //Check for creditlimit exists or not in Entity Collection
output += "Credit Limit : " + ((Money)item.Attributes["creditlimit"]).Value + "\n";

//Two Options
if (item.Attributes.Contains("donotsendmm")) //Check for donotsendmm exists or not in Entity Collection
output += "Send Marketing Materials : Name - " + item.FormattedValues["donotsendmm"] + ", Value - " + ((Boolean)item.Attributes["donotsendmm"]).ToString();
}

Console.WriteLine(output);
Console.ReadKey();
}
}
catch(Exception ex)
{
Console.WriteLine(ex.Message);
}
}
public static EntityCollection ExecuteFetch(string fetchXmlString)
{
return _service.RetrieveMultiple(new FetchExpression(fetchXmlString));
}

public static void ConnectToMSCRM(string UserName, string Password, string SoapOrgServiceUri)
{
try
{
ClientCredentials credentials = new ClientCredentials();
credentials.UserName.UserName = UserName;
credentials.UserName.Password = Password;
Uri serviceUri = new Uri(SoapOrgServiceUri);
OrganizationServiceProxy proxy = new OrganizationServiceProxy(serviceUri, null, credentials, null);
proxy.EnableProxyTypes();
_service = (IOrganizationService)proxy;
}
catch (Exception ex)
{
Console.WriteLine("Error while connecting to CRM " + ex.Message);
Console.ReadKey();
}
}
}
}

Step 9: Build the project and Click on Start, you can see the below output,

Retrieve Multiple - FetchXML SDK Output

Provide your valuable feedback.

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