MS CRM Client Library

This project was successfully completed by MajidAsgari3 for $15 USD / hour in 20 days.

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$15 - $25 USD / hour
Completed In
20 days
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Project Description

Create a client library to create/update/read Contact and Account entities in Microsoft CRM. The class library will be

used by a web application to add/update data in CRM.

1. Build a client library to access CRM Contact and Account entities
2. Language C# and early bound classes to connect with CRM
3. The client library methods are defined below (in pseudo code)
4. Provide a simple c# test client that demonstrates/tests each method in the class library.
5. Create a version of ServerConnection class that only reads the server configuration data from an xml file and connect

to CRM Online or on Premises (using windows authenitcation). It should NOT prompt the user for information as it runs as a

server. [url removed, login to view]

Class Library Definition (class CRMDataAccess)
- 12 methods in total
- parameters are passed as strings; guid can be passed as Guid type if prefered
- Account and Contact are types created by the code generator tool


Constructor(OrganizationServiceProxy) // the caller will use the modified ServerConnection class
// to retrieve a proxy and pass as a parameter

// 6 contact methods
Contact CreateContact(FirstName, LastName, email, Gender, MaritalStatus, Birthday, CreditLimit, billingCurrency)
Contact UpdateContact(contact_guid, FirstName, LastName, email, Gender, MaritalStatus, Birthday, CreditLimit,


ListOfContacs findContactsByEmail(email, new ColumnSet("contactid", "firstname", "lastname"))
ListOfContacs findContactsByCompanyType(companyindustry, new ColumnSet("contactid", "firstname", "lastname"))

Account getContactPrimaryAccount(contact_guid)
updateContactPrimaryAccount(contact_guid, account_guid) // if account_guid is null, then remove primaryaccount.

// 4 account methods
Account CreateAccount(AccountName, Industry)
Account UpdateAccount(account_guid, AccountName, Industry)
ListOfAccounts findAccountsByIndustry(industy, new ColumnSet("accountid", "accountname", "accountindustyr", "website"))
ListOfAccounts findAccountsByContact(contact_guid, new ColumnSet("accountid", "accountname", "accountindustyr",


// 2 methods to create contact and primary account at the same time
Contact CreateContactAndPrimaryAccount(Contact, Account)
Contact CreateContactAndSetPrimaryAccount(Contact, account_guid)


Test client - pseudo code to create a new contact

main {
proxy = ServerConnection(xmlfile_crm_settings).GetOrganizationProxy()

crm = new CrmDatAccess(proxy)
c= [url removed, login to view]("paul", "smith", "", "Male", "Single", "1/12/1954", "30,[url removed, login to view]", "Australian Dollars")


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