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Sample code directory (Developer Guide for Dynamics 365 Customer Engagement (on-premises)) | MicrosoftDocs |
Listings of sample code topics included in the Customer Engagement SDK. |
11/16/2017 |
sample |
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ce3c5bdf-0fe8-424b-96bc-ce3fe7adcd2e |
JimDaly |
jdaly |
pehecke |
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61 |
Drafting |
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The following sample code is included for Dynamics 365 Customer Engagement (on-premises).
Sample: Collaborate with Activity Feeds
Sample: Convert a Fax to a Task
Sample: Create an Email Using a Template
Sample: Create, Retrieve, Update, and Delete (CRUD) an E-Mail Attachment
Sample: Promote an E-mail Message to Dynamics 365 Customer Engagement (on-premises)
Sample: Retrieve E-mail Attachments for an E-mail Template
Sample: Send an E-mail
Sample: Send an E-mail Using a Template
Sample: Send Bulk Email and Monitor Results
Sample: Upload, Retrieve, and Download an Attachment
Sample: Work with Activity Party Records
Sample: Assign Security Role to Team
Sample: Associate a Security Role to a User
Sample: Create an On-Premises User
Sample: Determine Whether a User has a Role
Sample: Disable a User
Sample: Enable Field Security For An Entity
Sample: Remove a Role for a User
Sample: Retrieve Field Permissions
Sample: Retrieve Field Sharing Records
Sample: Retrieve License Information
Sample: Retrieve the Roles for an Organization
Sample: Retrieve Time Zone Information
Sample: Audit Entity Data Changes
Sample: Audit User Access
Sample: Authenticate Users with Dynamics 365 Customer Engagement Web Services
Sample: Impersonate Using the ActOnBehalfOf Privilege
Sample: Quick Start for Dynamics 365 Customer Engagement (on-premises)
Sample: Simplified Connection Quick Start using Dynamics 365 Customer Engagement (on-premises)
Sample: Quick start for XRM Tooling API
Sample: Azure Aware Custom Plug-in
Sample: Azure Aware Custom Workflow Activity
Sample: One-way Listener
Sample: Two-way Listener
Sample: Bulk Delete Exported Records
Sample: Bulk Delete Records That Match Common Criteria
Sample: getEnabledProcesses
Sample: getActivePath
Sample: Assign a Chart to Another User
Sample: Assign a User-Owned Dashboard to Another User
Sample: Create, Retrieve, Update and Delete a Dashboard
Sample: Create, Retrieve, Update, and Delete (CRUD) a Chart
Sample: Retrieve all Charts Attached to an Entity
Sample: Create a Connection (Early Bound)
Sample: Create a Connection Role (Early Bound)
Sample: Create a Reciprocal Connection Role (Early Bound)
Sample: Query Connections by a Record (Early Bound)
Sample: Query Connections by Reciprocal Roles (Early Bound)
Sample: Query Connection Roles by Entity Type Code (Early Bound)
Sample: Update a Connection Role (Early Bound)
Sample: Create and Retrieve Outlook Filters
Sample: Use Dynamics 365 for Outlook methods
Sample: Retrieve Currency Exchange Rate
Sample: Book an Appointment
Sample: Close an Incident
Sample: Convert an Appointment to a Recurring Appointment
Sample: Create, Retrieve, Update, and Delete (CRUD) a Recurring Appointment
Sample: End a Recurring Appointment
Sample: Link Custom Attributes between Series and Instances
Sample: Manage Contracts
Sample: Query the Working Hours of a User
Sample: Query the Working Hours of Multiple Users
Sample: Reschedule and Cancel Recurring Appointment
Sample: Schedule a Resource
Sample: Validate an Appointment
Sample: Create a Custom Activity
Sample: Create a Custom Activity Entity
Sample: Create Global Option Set
Sample: Create and Retrieve Entity Relationships
Sample: Create and Update an Emailable Entity
Sample: Create and Update Entity Metadata
Sample: Detect Solution Dependencies
Sample: Dump Attribute Metadata to a File
Sample: Dump Atttribute Picklist Metadata to a File
Sample: Dump Entity Metadata to a File
Sample: Dump Entity Privilege Information to a File
Sample: Dump Entity Relationship Information to a File
Sample: Dump Global Option Set Information to a File
Sample: Export Ribbon Definitions
Sample: Import Files as Web Resources
Sample: Pass Multiple Values to a Web Resource Through the Data Parameter
Sample: Query Metadata and Detect Changes
Sample: Set and retrieve entity images
Sample: Web Resource Utility
Sample: Work with Attributes
Sample: Work with Global Option Sets
Sample: Work With Solutions
Sample: Work with Views
Sample: Export and Import a Data Map
Sample: Import Data Using Complex Data Map
Sample: Use Deployment Service Messages
Sample: Accessing the Discovery Service
Sample: Detect Multiple Duplicate Records
Sample: Enable Duplicate Detection and Retrieve Duplicates
Sample: Use duplicate detection when creating and updating records
Sample: Assign a Record to a New Owner
Sample: Assign a Record to a Team
Sample: Associate Records (Early Bound)
Sample: Create, Retrieve, Update and Delete Records (Early Bound)
Sample: Create and Update Records With Related Records (Early Bound)
Sample: Create, Retrieve, Update and Delete (Late Bound)
Sample: Initialize a Record From an Existing Record
Sample: Merge Two Records
Sample: Retrieve Valid Status Transitions
Sample: Rollup Records Related to a Specified Record
Sample: Serialize and Deserialize an Entity
Sample: Set and retrieve entity images
Sample: Share a record using an access team
Sample: Share Records Using GrantAccess, ModifyAccess and RevokeAccess Messages
Sample: Validate and Set State of an Entity
Sample: Upload, Retrieve, and Download an Attachment
Sample: Search and Retrieve Articles
Sample: Distribute a quick campaign
Sample: Distribute Campaign Activities to Dynamic and Static Lists
Sample: Distribute Campaign Activities to Qualified Marketing List
Sample: Authenticate Users with Dynamics 365 Customer Engagement Web Services
Sample: Execute Multiple Requests
Sample: Execute multiple requests in transaction
Helper Code: SystemUserProvider class
Sample: Impersonation using the ActOnBehalfOf privilege
Sample: Quick Start for Dynamics 365 Customer Engagement (on-premises)
Sample: Simplified Connection Quick Start using Dynamics 365 Customer Engagement (on-premises)
Sample: Use the Organization Service Context
Sample: Calculate Price plug-in
Sample: Create a basic plug-in
Sample: Web Access from a Sandboxed Plug-in
Sample: Add products to a bundle
Sample: Calculate Price plug-in
Sample: Clone product records
Sample: Create and publish products
Sample: Calculate a Credit Score with a Custom Workflow Activity
Sample: Create a custom workflow activity
Sample: Create a Process Using a Template
Sample: Create a real-time workflow in code
Sample: Create a Workflow in Code
Sample: Create, Retrieve, Update, and Delete (CRUD) a Dialog
Sample: Execute a Workflow
Sample: Set the State of a Workflow
Sample: Update Next Birthday Using a Custom Workflow Activity
Sample: Complex LINQ Queries
Sample: Convert Queries Between Fetch and Query Expression
Sample: Create a LINQ Query
Sample: Create a LINQ query with late binding
Sample: More LINQ query examples
Sample: Retrieve multiple with condition operators using LINQ
Sample: Retrieve Multiple with Query By Attribute Using Strong Types
Sample: Retrieve Multiple with Query Expression Using Strong Types
Sample: Retrieve Records from an Intersect Table
Sample: Retrieve With One-To-Many Relationship
Sample: Use Aggregation in FetchXML
Sample: Use FetchXML with a Paging Cookie
Sample: Use QueryExpression with a paging cookie
Sample: Validate and Execute a Saved Query
Sample: Add a Record to a Queue (Early Bound)
Sample: Add a principal to a queue (early bound)
Sample: Clean Up History for a Queue (Early Bound)
Sample: Create a Queue (Early Bound)
Sample: Delete a Queue (Early Bound)
Sample: Release a Queue Item to the Queue Using (Early Bound)
Sample: Share A Queue (Early Bound)
Sample: Specify a Queue Item to Work On (Early Bound)
Sample: Download Report Definition
Sample: Get Report History Limit
Sample: Make a Report Available or Unavailable to Organization
Sample: Publish a Report
Sample: Convert an Opportunity to a Quote (Early Bound)
Sample: Create a Connection (Early Bound)
Sample: Create a Connection Role (Early Bound)
Sample: Create Reciprocal Connection Role (Early Bound)
Sample: Create an Opportunity (Early Bound)
Sample: Fulfill a Sales Order
Sample: Override Goal Total Count and Close the Goal
Sample: Process Quotes, Sales Orders and Invoices
Sample: Qualify a Lead
Sample: Query Connection Roles by Entity Type Code (Early Bound)
Sample: Query Connections by Reciprocal Roles (Early Bound)
Sample: Retrieve an Opportunity (Early Bound)
Sample: Roll Up Goal Data for a Custom Period Against the Target Revenue
Sample: Roll Up Goal Data for a Fiscal Period Against the Stretch Target Count
Sample: Set Negative Prices in Opportunities, Quotes and Sales Orders
Sample: Update a Connection Role (Early Bound)
Sample: Use Rollup Queries to Track Goals
Sample: Install or Remove Sample Data
Sample: Create, Retrieve, Update, and Delete (CRUD) a SharePoint Location Record
Sample: Enable Document Management for Entities
Sample: Retrieve Absolute URL and Site Collection URL of a Location Record
Sample: Detect Solution Dependencies
Sample: Work With Solutions
Sample: Retrieve Time Zone Information
Sample: Import Files as Web Resources
Sample: Pass Multiple Values to a Web Resource Through the Data Parameter
Sample: Web Resource Utility
Tutorials for Learning Dynamics 365 Customer Engagement (on-premises)
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