After depecation announcemnt of Dynamics 2011 Organization Service Endpoint in late 2018 and recommendation on using OAuth authentication & Dynamics 365 WebAPI, there was uncertainity for developers who were using/planning to use 3rd party integartion using C# SDK.

Ref: https://crmtipoftheday.com/1155/the-clock-is-ticking-on-your-endpoint/

Ref: https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/311096/is-organization-service-is-going-to-be-deprecated

Finally, CrmServiceClient provides option to connect to organization service using Client Id & Client Secret. Let’s try it out.

Why to use Client ID & Client Secret to Authenticate

  • Only minor code chanegs required in existing code.
  • OAuth is safer than using password based authenticaton.
  • Save user licencing cost by using Application User

Sample Code

As part of initial setup Application User & Azure AD App is required if you don’t have it already please refer to Step 1 & Step 2 in this artice. Once you have all the details, prepare connection string as shown below and use AuthType=ClientSecret here.

public static IOrganizationService GetOrganizationServiceClientSecret(string clientId, string clientSecret, string organizationUri)
{
    try
    {
        var conn = new CrmServiceClient([email protected]"AuthType=ClientSecret;url={organizationUri};ClientId={clientId};ClientSecret={clientSecret}");

        return conn.OrganizationWebProxyClient != null ? conn.OrganizationWebProxyClient : (IOrganizationService)conn.OrganizationServiceProxy;
    }
    catch (Exception ex)
    {
        Console.WriteLine("Error while connecting to CRM " + ex.Message);
        Console.ReadKey();
        return null;
    }
}

IOrganizationService orgService = GetOrganizationServiceClientSecret(
                 "<Client Id obtained from Azure AD App>",
                 "<Client Secret obtained from Azure AD App>",
                 "<Organization Uri>");

var response = orgService.Execute(new WhoAmIRequest());

All the necessary packages should be installed, package Microsoft.CrmSdk.XrmTooling.CoreAssembly version should be 9.1.0.13 or higher in order to connect using ClientSecret. see release notes.

nuget-packages

You can find this code on my GitHub.

Feel free to get back in case of any suggestions/queries.


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