How to Access Microsoft Dataverse Data Using Entity Framework

Microsoft Entity Framework serves as an object-relational mapping framework for working with data represented as objects. Although Visual Studio offers the ADO.NET Entity Data Model wizard to automatically generate the Entity Model, this model-first approach may present challenges when your data source undergoes changes or when you require greater control over entity operations. In this article, we will delve into the code-first approach for accessing Microsoft Dataverse data through the CData ADO.NET Provider, providing you with more flexibility and control.

Getting Started

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1. Open Visual Studio and create a new Windows Form Application. This article uses a C# project with .NET 4.5.
2. Run the command 'Install-Package EntityFramework' in the Package Manger Console in Visual Studio to install the latest release of Entity Framework.

3. Modify the App.config file in the project to add a reference to the Microsoft Dataverse Entity Framework 6 assembly and the connection string.

   You can connect without setting any connection properties for your user credentials. Below are the minimum connection properties required to connect.

   • InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
   • OrganizationUrl: Set this to the organization URL you are connecting to, such as https://myorganization.crm.dynamics.com.
   • Tenant (optional): Set this if you wish to authenticate to a different tenant than your default. This is required to work with an organization not on your default Tenant.

   When you connect the Common Data Service OAuth endpoint opens in your default browser. Log in and grant permissions. The OAuth process completes automatically.

   <configuration>
    ... 
    <connectionStrings>
    <add name="CDSContext" connectionString="Offline=False;OrganizationUrl=https://myaccount.crm.dynamics.com/;InitiateOAuth=GETANDREFRESH;" providerName="System.Data.CData.CDS" />
    </connectionStrings>
    <entityFramework>
    <providers>
    ... 
    <provider invariantName="System.Data.CData.CDS" type="System.Data.CData.CDS.CDSProviderServices, System.Data.CData.CDS.Entities.EF6" />
    </providers>
    <entityFramework>
   </configuration>
   </code> 
   

4. Add a reference to System.Data.CData.CDS.Entities.EF6.dll, located in the lib -> 4.0 subfolder in the installation directory.
5. Build the project at this point to ensure everything is working correctly. Once that's done, you can start coding using Entity Framework.
6. Add a new .cs file to the project and add a class to it. This will be your database context, and it will extend the DbContext class. In the example, this class is named CDSContext. The following code example overrides the OnModelCreating method to make the following changes:
   • Remove PluralizingTableNameConvention from the ModelBuilder Conventions.
   • Remove requests to the MigrationHistory table.

   using System.Data.Entity;
   using System.Data.Entity.Infrastructure;
   using System.Data.Entity.ModelConfiguration.Conventions;
   
   class CDSContext : DbContext {
    public CDSContext() { }
   
    protected override void OnModelCreating(DbModelBuilder modelBuilder)
    {
    // To remove the requests to the Migration History table
    Database.SetInitializer<CDSContext>(null); 
    // To remove the plural names 
    modelBuilder.Conventions.Remove<PluralizingTableNameConvention>();
    } 
   }
   

7. Create another .cs file and name it after the Microsoft Dataverse entity you are retrieving, for example, Accounts. In this file, define both the Entity and the Entity Configuration, which will resemble the example below:

   using System.Data.Entity.ModelConfiguration;
   using System.ComponentModel.DataAnnotations.Schema;
   
   [System.ComponentModel.DataAnnotations.Schema.Table("Accounts")]
   public class Accounts {
    [System.ComponentModel.DataAnnotations.Key] 
    public System.String AccountId { get; set; }
    public System.String Name { get; set; }
   }
    
   

8. Now that you have created an entity, add the entity to your context class:

   public DbSet<Accounts> Accounts { set; get; }
   

9. With the context and entity finished, you are now ready to query the data in a separate class. For example:

   CDSContext context = new CDSContext();
   context.Configuration.UseDatabaseNullSemantics = true;
   var query = from line in context.Accounts select line;