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Sample: Create, retrieve, update, and delete a chart (Developer Guide for Dynamics 365 Customer Engagement) | MicrosoftDocs
The sample shows how to create, retrieve, update, and delete an organization-owned visualization.
10/31/2017
sample
Dynamics 365 Customer Engagement (on-premises)
51d4ecad-3c50-4f81-bfff-aa321d62cb2c
JimDaly
nabuthuk
pehecke
27
Drafting
developer

Sample: Create, retrieve, update, and delete a chart

This sample shows how to create, retrieve, update, and delete an user-owned visualization using the following methods:

You can download the sample from here.

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How to run this sample

[!includecc-how-to-run-samples]

What this sample does

The IOrganizationService message is intended to be used in a scenario where it contains data that provides programmatic access to the metadata and data for an organization.

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. The CreateRequiredRecords method creates entity records that is required for the sample.

Demonstrate

  1. The presentationXml method sets the presentation XML string.
  2. The dataXml method sets the data XML string.
  3. The newUserOwnedVisualization method creates the visualization entity instance.
  4. The retrievedOrgOwnedVisualization method retrieves the visualization.
  5. The newDataXml method updates the name and the data description string.

Clean up

Display an option to delete the records created in the Setup. The deletion is optional in case you want to examine the entities and data created by the sample. You can manually delete the records to achieve the same result.

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