Dynamics 365 Retrieve and Update using C#

In this post we will look at how to retrieve a record using Retrieve Multiple, then update the record.

The example is, we are working with a customer and we need to find their record in an app using their first name, last name and email address. We then want to update their record with a new phone number.

Create a new Console App:

Add XrmTooling:

Add the code:

[sourcecode language=”CSharp”] using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;
using Microsoft.Xrm.Tooling.Connector;
using System;
using System.Collections.Generic;
using System.Linq;
using System.Text;
using System.Threading.Tasks;

namespace Carl.Dynamics365RU
{
class Program
{
static void Main(string[] args)
{
try
{
var connectionString = @"AuthType = Office365; Url = https://yourorg.crm.dynamics.com/;Username=youremail;Password=yourpwd";
CrmServiceClient conn = new CrmServiceClient(connectionString);

IOrganizationService service;
service = (IOrganizationService)conn.OrganizationWebProxyClient != null ? (IOrganizationService)conn.OrganizationWebProxyClient : (IOrganizationService)conn.OrganizationServiceProxy;

ConditionExpression condition1 = new ConditionExpression();
condition1.AttributeName = "lastname";
condition1.Operator = ConditionOperator.Equal;
condition1.Values.Add("Smith");

ConditionExpression condition2 = new ConditionExpression();
condition2.AttributeName = "firstname";
condition2.Operator = ConditionOperator.Equal;
condition2.Values.Add("Bob");

ConditionExpression condition3 = new ConditionExpression();
condition3.AttributeName = "emailaddress1";
condition3.Operator = ConditionOperator.Equal;
condition3.Values.Add("test@test.com");

FilterExpression filter1 = new FilterExpression();
filter1.Conditions.Add(condition1);
filter1.Conditions.Add(condition2);
filter1.Conditions.Add(condition3);

QueryExpression query = new QueryExpression("contact");
query.ColumnSet.AddColumns("firstname", "lastname", "emailaddress1");
query.Criteria.AddFilter(filter1);

EntityCollection result = service.RetrieveMultiple(query);
foreach (var c in result.Entities)
{
Console.WriteLine("Found contact: " + c.Attributes["firstname"] + " " + c.Attributes["lastname"]);

// Update with new phone number
Entity contact = new Entity("contact");
contact = service.Retrieve(contact.LogicalName, c.Id, new ColumnSet(true));
contact["telephone1"] = "111-222-1111";
service.Update(contact);
Console.WriteLine("Updated contact");
}
}
catch(Exception ex)
{
// Handle exception
}
}
}
}
[/sourcecode]

After we run this, the record will be retrieved and updated: