How to quickly connect to Dynamics CRM/365 (online-onprem) using C#?



Note: for this walkthrough I’ve been using ConsoleApplication


Step 1: Add following .Net references:
        System.Runtime.Serialization
      System.ServiceModel

Step 2: Add following references available in Bin folder of the SDK
        Microsoft.Xrm.Sdk
      Microsoft.Crm.Sdk.Portal
Step 3: Add following namespaces in your class file 
      using System.Runtime.Serialization;
      using System.ServiceModel;
      using System.ServiceModel.Description;
      using Microsoft.Xrm.Sdk;
      using Microsoft.Xrm.Sdk.Client;
      using Microsoft.Xrm.Sdk.Query;
      using Microsoft.Xrm.Sdk.Discovery;
      using Microsoft.Crm.Sdk.Messages;

Step 4: Create a method EstablishConnetionWithCRM with following three parameters:
       UserName - Provide O365 Userid in case of online CRM, for on-prem proivde doamin\username
       Password - Provide Password
      ServiceUrl - Provide Organization Service URL by going through following path in CRM
Microsoft Dynamics CRM > Settings > Customization > Developer Resources > Service Endpoints > Organization Service

Step 5: Your EstablishConnetionWithCRM method should look like following:
Public static void EstablishConnetionWithCRM(string UserName, string Password, string ServiceUrl){
try{
                ClientCredentials credentials = new ClientCredentials();
                credentials.UserName.UserName = UserName;
                credentials.UserName.Password = Password;
                Uri serviceUri = new Uri(ServiceUrl);
                OrganizationServiceProxy sp = new OrganizationServiceProxy(serviceUri, null, credentials, null);
                sp.EnableProxyTypes();
                _service = (IOrganizationService)sp;

            }
            catch (Exception ex)
            {

                Console.WriteLine("Error: " + ex.Message);
            }
}

Step 6: Call EstablishConnetionWithCRM into the Main method and check if you are connected or not:
static void Main(string[] args)
        {
            EstablishConnetionWithCRM ("<USERNAME>", "<PASSWORD>", "https://<DOMAIN>/XRMServices/2011/Organization.svc");
            Guid userId = ((WhoAmIResponse)_service.Execute(new WhoAmIRequest())).UserId;
            if (userId != Guid.Empty)
                Console.WriteLine("Connection Established Successfully");
              Else
                Console.WriteLine("Connection was not Established");

            Console.ReadLine();
        }


Final code will be following

using System;
using System.Collections.Generic;
using System.Linq;
using System.Text;
using System.Threading.Tasks;
using System.Runtime.Serialization;
using System.ServiceModel;
using System.ServiceModel.Description;

using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Client;
using Microsoft.Xrm.Sdk.Query;
using Microsoft.Xrm.Sdk.Discovery;
using Microsoft.Crm.Sdk.Messages;

namespace connecToCRM
{
    class Program
    {
        static IOrganizationService _service;
        static void Main(string[] args)
        {
            EstablishConnetionWithCRM ("<USERNAME>", "<PASSWORD>", "https://<DOMAIN>/XRMServices/2011/Organization.svc");
            Guid userId = ((WhoAmIResponse)_service.Execute(new WhoAmIRequest())).UserId;
            if (userId != Guid.Empty)
                Console.WriteLine("Connection Established Successfully");
              Else
                Console.WriteLine("Connection was not Established");

            Console.ReadLine();
        } //End of Main

        Public static void EstablishConnetionWithCRM(string UserName, string Password, string ServiceUrl){
try{
                ClientCredentials credentials = new ClientCredentials();
                credentials.UserName.UserName = UserName;
                credentials.UserName.Password = Password;
                Uri serviceUri = new Uri(ServiceUrl);
                OrganizationServiceProxy sp = new OrganizationServiceProxy(serviceUri, null, credentials, null);
                sp.EnableProxyTypes();
                _service = (IOrganizationService)sp;

            }
            catch (Exception ex)
            {

                Console.WriteLine("Error: " + ex.Message);
            }
}//End of EstablishConnetionWithCRM function
    } //End of Class
}//End of namespace

~~YOU ARE DONE, ENJOY~~



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