internal void Associate_Disassociate()
{
//建立等等要關聯用的客戶資料
var account1 = new Account()
{
Name = "TestAccount"
};
var acc1Id = _orgService.Create(account1);
var account2 = new Account()
{
Name = "TestAccount2"
};
var acc2Id = _orgService.Create(account2);
//建立等等要關聯用的聯絡人資料
var contact1 = new Contact()
{
FirstName = "Lin", LastName = "Jeremy"
};
var contact1Id = _orgService.Create(contact1);
//建立客戶主要聯絡人的實體關聯物件
Relationship rel = new Relationship("account_primary_contact");
//把要被設定主要聯絡人的客戶加入到集合中
var accounts = new EntityReferenceCollection();
accounts.Add(new EntityReference(Account.EntityLogicalName, acc1Id));
accounts.Add(new EntityReference(Account.EntityLogicalName, acc2Id));
//從連絡人執行關聯到客戶
_orgService.Associate(Contact.EntityLogicalName, contact1Id, rel, accounts);
onLog(string.Format("Associate Product Success"));
//從聯絡人解除跟客戶的關聯
_orgService.Disassociate(Contact.EntityLogicalName, contact1Id, rel, accounts);
onLog(string.Format("Disassociate Product Success"));
//把要設定主要聯絡人的聯絡人加入到集合中
var contacts = new EntityReferenceCollection();
contacts.Add(new EntityReference(Contact.EntityLogicalName, contact1Id));
//從客戶執行關聯到聯絡人
_orgService.Associate(Account.EntityLogicalName, acc1Id, rel, contacts);
_orgService.Associate(Account.EntityLogicalName, acc2Id, rel, contacts);
onLog(string.Format("Other Way Associate Product Success"));
}
/// <summary>
/// Associate two or more entity records.
/// </summary>
/// <param name="entityName">The name of the entity that contains the record.</param>
/// <param name="entityId">The id of the record being associated.</param>
/// <param name="relationship">The relatiomship to use for association.</param>
/// <param name="relatedEntities">The collection of entities to associate the record with.</param>
public void Associate(string entityName, Guid entityId, Relationship relationship, EntityReferenceCollection relatedEntities)
{
try
{
using (OrganizationServiceProxy organizationServiceProxy = this.OrganizationServiceProxy)
{
organizationServiceProxy.Associate(entityName, entityId, relationship, relatedEntities);
}
}
catch (FaultException <Microsoft.Xrm.Sdk.OrganizationServiceFault> )
{
throw;
}
}
public void Associate(string entityName, Guid entityId, Relationship relationship, EntityReferenceCollection relatedEntities)
{
ThrowExceptionIfDisposed();
try
{
_serviceProxy.Associate(entityName, entityId, relationship, relatedEntities);
}
catch (Exception ex)
{
Helpers.DTEHelper.WriteExceptionToLog(ex);
throw;
}
}
/// <summary>
/// Creates any entity records that this sample requires.
/// </summary>
public void CreateRequiredRecords()
{
// For this sample, all required entities are created in the Run() method.
// Create/retrieve a user and associate a role.
_userId = SystemUserProvider.RetrieveAUserWithoutAnyRoleAssigned(_serviceProxy);
// Find the role.
QueryExpression query = new QueryExpression
{
EntityName = Role.EntityLogicalName,
ColumnSet = new ColumnSet("roleid"),
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression
{
AttributeName = "name",
Operator = ConditionOperator.Equal,
Values = { _givenRole }
}
}
}
};
// Get the role.
EntityCollection roles = _serviceProxy.RetrieveMultiple(query);
if (roles.Entities.Count > 0)
{
Role salesRole = _serviceProxy.RetrieveMultiple(query).Entities[0].ToEntity <Role>();
// Associate the user with the role for this sample.
if (salesRole != null & amp; & _userId != Guid.Empty)
{
_serviceProxy.Associate(
"systemuser",
_userId,
new Relationship("systemuserroles_association"),
new EntityReferenceCollection()
{
new EntityReference(Role.EntityLogicalName, salesRole.Id)
});
}
}
}
/// <summary>
/// Create and configure the organization service proxy.
/// Create a team, a queue and a role.
/// Add read queue privileges to the role.
/// Assign the role to the team so that they can read the queue.
/// Assign the queue to the team.
/// Optionally delete any entity records that were created for this sample.
/// <para name="organizationFriendlyName">The friendly name of
/// the target organization.</para>
/// <para name="discoveryServer">The name of the discovery server.</para>
/// <param name="promptForDelete">Indicates whether to prompt the user
/// to delete the records created in this sample.</param>
/// </summary>
public void Run(ServerConnection.Configuration serverConfig, bool promptForDelete)
{
try
{
// Connect to the Organization service.
// The using statement assures that the service proxy will be properly disposed.
using (_serviceProxy = ServerConnection.GetOrganizationProxy(serverConfig))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
// Call the method to create any data that this sample requires.
CreateRequiredRecords();
// Assign the queue to a team.
_serviceProxy.Associate(
Queue.EntityLogicalName, _queueId,
new Relationship("queue_team"),
new EntityReferenceCollection()
{
new EntityReference(Team.EntityLogicalName, _teamId)
});
Console.WriteLine("The queue is owned by the team.");
DeleteRequiredRecords(promptForDelete);
}
}
// Catch any service fault exceptions that Microsoft Dynamics CRM throws.
catch (FaultException <Microsoft.Xrm.Sdk.OrganizationServiceFault> )
{
// You can handle an exception here or pass it back to the calling method.
throw;
}
}
/// <summary>
/// This method first creates 3 users, a team, 4 leads and a business unit.
/// It assigns two users to the team, and gives each user and the team a lead.
/// Then it reassigns all the leads from one of the users to another user using
/// the ReassignObjectsSystemUserRequest. Next, it reassigns all the leads from
/// the team to a user using the ReassignObjectsOwnerRequest. Third, it reassigns
/// one user from the root business unit to the created business unit, using the
/// SetBusinessSystemUserRequest message. Fourth, it reassigns all users from
/// the created business unit to the root business unit and deletes the created
/// business unit. Finally, it removes all users from the created team and
/// deletes the team.
/// </summary>
/// <param name="serverConfig">Contains server connection information.</param>
/// <param name="promptforDelete">When True, the user will be prompted to delete all
/// created entities.</param>
public void Run(ServerConnection.Configuration serverConfig, bool promptforDelete)
{
try
{
// Connect to the Organization service.
// The using statement assures that the service proxy will be properly
// disposed.
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri, serverConfig.Credentials, serverConfig.DeviceCredentials))
// Using the ServiceContext class provides access to the LINQ provider
using (_context = new ServiceContext(_serviceProxy))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
CreateRequiredRecords();
Console.WriteLine();
PrintLeads();
var users = from user in _context.SystemUserSet
select new { user.FullName, user.Id };
Dictionary <Guid, String> userMapping = new Dictionary <Guid, String>();
foreach (var user in users)
{
userMapping.Add(user.Id, user.FullName);
}
#region ReassignObjectsSystemUserRequest
// create the request
ReassignObjectsSystemUserRequest reassignRequest =
new ReassignObjectsSystemUserRequest()
{
ReassignPrincipal =
new EntityReference(SystemUser.EntityLogicalName, _users[1]),
UserId = _users[2]
};
// execute the request
Console.WriteLine();
Console.WriteLine(
" Reassigning leads from {0} to {1}",
userMapping[_users[2]],
userMapping[_users[1]]);
_serviceProxy.Execute(reassignRequest);
// check results
PrintLeads();
#endregion
#region ReassignObjectsOwnerRequest
// create the request
ReassignObjectsOwnerRequest request =
new ReassignObjectsOwnerRequest()
{
FromPrincipal = _team.ToEntityReference(),
ToPrincipal =
new EntityReference(SystemUser.EntityLogicalName, _users[0])
};
// execute the request
Console.WriteLine();
Console.WriteLine(
" Reassigning leads from {0} to {1}",
_team.Name, userMapping[_users[0]]);
_serviceProxy.Execute(request);
// check results
PrintLeads();
#endregion
#region reassign business unit members
Console.WriteLine();
Console.WriteLine(" Adding a user to the created business unit");
// track what permissions the user had before reassigning to the new
// business unit so that the permissions can be restored when the
// user is assigned back to the business unit
_originalRolesIds = new List <Guid>();
var roleIds = from user in _context.SystemUserSet
join systemuserrole in _context.SystemUserRolesSet
on user.SystemUserId equals systemuserrole.SystemUserId
join role in _context.RoleSet
on systemuserrole.RoleId equals role.RoleId
where user.SystemUserId.Value == _users[2]
select role.RoleId.Value;
foreach (var roleId in roleIds)
{
_originalRolesIds.Add(roleId);
}
// add user to the created business unit
_serviceProxy.Execute(new SetBusinessSystemUserRequest()
{
BusinessId = _businessUnit.Id,
ReassignPrincipal = new EntityReference(
SystemUser.EntityLogicalName,
_users[2]),
UserId = _users[2]
});
#endregion
#region delete business unit
Console.WriteLine();
Console.WriteLine(" Deleting created business unit");
// remove all users from the business unit, moving them back to the
// parent business unit
_serviceProxy.Execute(new SetBusinessSystemUserRequest()
{
BusinessId = _rootBusinessUnit.Id,
ReassignPrincipal = new EntityReference(
SystemUser.EntityLogicalName, _users[2]),
UserId = _users[2]
});
// give the user back their original security roles
foreach (var roleId in roleIds)
{
_serviceProxy.Associate(
SystemUser.EntityLogicalName,
_users[2],
new Relationship("systemuserroles_association"),
new EntityReferenceCollection()
{
new EntityReference(
Role.EntityLogicalName,
roleId
)
}
);
}
// deactivate business unit before deleting it
_serviceProxy.Execute(new SetStateRequest()
{
EntityMoniker = _businessUnit.ToEntityReference(),
// mark the state as inactive (value 1)
State = new OptionSetValue(1),
Status = new OptionSetValue(-1)
});
// delete business unit
_serviceProxy.Delete(BusinessUnit.EntityLogicalName,
_businessUnit.Id);
#endregion
#region remove users from team
var teamMembers = from team in _context.TeamSet
join membership in _context.TeamMembershipSet
on team.TeamId equals membership.TeamId
where team.TeamId == _team.Id
select membership.SystemUserId.Value;
_serviceProxy.Execute(new RemoveMembersTeamRequest()
{
MemberIds = teamMembers.ToArray(),
TeamId = _team.Id
});
#endregion
#region delete team
Console.WriteLine();
Console.WriteLine(" Deleting the team");
// Delete the team
_serviceProxy.Delete(Team.EntityLogicalName, _team.Id);
#endregion
DeleteRequiredRecords(promptforDelete);
}
}
// Catch any service fault exceptions that Microsoft Dynamics CRM throws.
catch (FaultException <Microsoft.Xrm.Sdk.OrganizationServiceFault> )
{
// You can handle an exception here or pass it back to the calling method.
throw;
}
}
/// <summary>
/// Creates any entity records that this sample requires.
/// </summary>
public void CreateRequiredRecords()
{
#region create users
Console.WriteLine(" Creating users");
var ldapPath = "";
_users =
SystemUserProvider.RetrieveSalespersons(_serviceProxy, ref ldapPath);
_users.Add(SystemUserProvider.RetrieveSystemUser(
"dparker", "Darren", "Parker", "Salesperson",
_serviceProxy, ref ldapPath));
#endregion
#region fetch root business unit
// Retrieve the root business unit to use for creating the team for the
// sample.
var businessUnitQuery = new QueryExpression
{
EntityName = BusinessUnit.EntityLogicalName,
ColumnSet = new ColumnSet("businessunitid"),
Criteria = new FilterExpression()
};
businessUnitQuery.Criteria.AddCondition("parentbusinessunitid",
ConditionOperator.Null);
var businessUnitResult = _serviceProxy.RetrieveMultiple(businessUnitQuery);
_rootBusinessUnit = businessUnitResult.Entities[0].ToEntity <BusinessUnit>();
#endregion
#region create new business unit
Console.WriteLine(" Creating new business unit");
_businessUnit = new BusinessUnit()
{
Name = "A Sample Business Unit",
ParentBusinessUnitId = _rootBusinessUnit.ToEntityReference()
};
_businessUnit.Id = _serviceProxy.Create(_businessUnit);
#endregion
#region create team
Console.WriteLine(" Creating a user team");
_team = new Team
{
AdministratorId =
new EntityReference(SystemUser.EntityLogicalName, _users[0]),
Name = "Sample team",
BusinessUnitId = _rootBusinessUnit.ToEntityReference()
};
_team.Id = _serviceProxy.Create(_team);
var salespersonRole = (from role in _context.RoleSet
where role.Name == "Salesperson" &&
role.BusinessUnitId.Id == _rootBusinessUnit.Id
select role).First();
// assign role to the team
_serviceProxy.Associate(
Team.EntityLogicalName,
_team.Id,
new Relationship("teamroles_association"),
new EntityReferenceCollection()
{
salespersonRole.ToEntityReference()
}
);
// wait for the async job to finish
for (int i = 1; i <= 30; i++)
{
Console.WriteLine(" Checking to see if the async job has finished {0}/30", i);
var teamPrivileges = (RetrieveTeamPrivilegesResponse)
_serviceProxy.Execute(new RetrieveTeamPrivilegesRequest
{
TeamId = _team.Id
});
if (teamPrivileges.RolePrivileges.Any((rp) =>
rp.PrivilegeId ==
new Guid("A8ECAC53-09E8-4A13-B598-8D8C87BC3D33"))) // prvReadLead
{
break;
}
System.Threading.Thread.Sleep(1000);
}
#endregion
#region add users to team
Console.WriteLine(" Adding users to the team");
AddMembersTeamRequest addMembers = new AddMembersTeamRequest()
{
TeamId = _team.Id,
MemberIds = new Guid[] { _users[0], _users[1] }
};
_serviceProxy.Execute(addMembers);
#endregion
#region create leads
Console.WriteLine(" Creating leads");
_leads[0] = new Lead
{
CompanyName = "A. Datum Corporation",
FirstName = "Joe",
LastName = "Andreshak",
};
_leads[0].Id = _serviceProxy.Create(_leads[0]);
_leads[1] = new Lead
{
CompanyName = "Wingtip Toys",
FirstName = "Diogo",
LastName = "Andrade"
};
_leads[1].Id = _serviceProxy.Create(_leads[1]);
_leads[2] = new Lead
{
CompanyName = "The Phone Company",
FirstName = "Ronaldo",
LastName = "Smith Jr."
};
_leads[2].Id = _serviceProxy.Create(_leads[2]);
_leads[3] = new Lead
{
CompanyName = "Tailspin Toys",
FirstName = "Andrew",
LastName = "Sullivan",
};
_leads[3].Id = _serviceProxy.Create(_leads[3]);
#endregion
#region assign leads
Console.WriteLine(" Assigning leads to users and teams");
_serviceProxy.Execute(new AssignRequest()
{
Assignee = new EntityReference(SystemUser.EntityLogicalName, _users[0]),
Target = _leads[0].ToEntityReference()
});
_serviceProxy.Execute(new AssignRequest()
{
Assignee = new EntityReference(SystemUser.EntityLogicalName, _users[1]),
Target = _leads[1].ToEntityReference()
});
_serviceProxy.Execute(new AssignRequest()
{
Assignee = new EntityReference(SystemUser.EntityLogicalName, _users[2]),
Target = _leads[2].ToEntityReference()
});
// give the team access to the record so that it can be assigned to it
_serviceProxy.Execute(new GrantAccessRequest()
{
Target = _leads[3].ToEntityReference(),
PrincipalAccess = new PrincipalAccess()
{
AccessMask = AccessRights.ReadAccess | AccessRights.WriteAccess,
Principal = _team.ToEntityReference()
}
});
// assign the lead to the team
_serviceProxy.Execute(new AssignRequest()
{
Assignee = _team.ToEntityReference(),
Target = _leads[3].ToEntityReference()
});
#endregion
}
/// <summary>
/// This method creates any entity records that this sample requires.
/// Create a queue record.
/// Create a team record.
/// Create a role and add queue privileges.
/// Assign role to team.
/// </summary>
public void CreateRequiredRecords()
{
var QueueViewType = new
{
Public = 0,
Private = 1
};
// Create a queue instance and set its property values.
Queue newQueue = new Queue
{
Name = "Example Queue",
Description = "This is an example queue.",
QueueViewType = new OptionSetValue(QueueViewType.Private)
};
// Create a new queue and store its returned GUID in a variable for later use.
_queueId = _serviceProxy.Create(newQueue);
Console.WriteLine("Created {0}", newQueue.Name);
// Retrieve the default business unit for the creation of the team and role.
QueryExpression queryDefaultBusinessUnit = new QueryExpression
{
EntityName = BusinessUnit.EntityLogicalName,
ColumnSet = new ColumnSet("businessunitid"),
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression
{
AttributeName = "parentbusinessunitid",
Operator = ConditionOperator.Null
}
}
}
};
BusinessUnit defaultBusinessUnit =
(BusinessUnit)_serviceProxy.RetrieveMultiple(
queryDefaultBusinessUnit).Entities[0];
// Create a new example team.
Team setupTeam = new Team
{
Name = "Example Team",
BusinessUnitId = new EntityReference(BusinessUnit.EntityLogicalName,
defaultBusinessUnit.BusinessUnitId.Value)
};
_teamId = _serviceProxy.Create(setupTeam);
Console.WriteLine("Created {0}", setupTeam.Name);
// Create a new example role.
Role setupRole = new Role
{
Name = "Example Role",
BusinessUnitId = new EntityReference(BusinessUnit.EntityLogicalName,
defaultBusinessUnit.BusinessUnitId.Value)
};
_roleId = _serviceProxy.Create(setupRole);
Console.WriteLine("Created {0}", setupRole.Name);
// Retrieve the prvReadQueue and prvAppendToQueue privileges.
QueryExpression queryQueuePrivileges = new QueryExpression
{
EntityName = Privilege.EntityLogicalName,
ColumnSet = new ColumnSet("privilegeid", "name"),
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression
{
AttributeName = "name",
Operator = ConditionOperator.In,
Values = { "prvReadQueue", "prvAppendToQueue" }
}
}
}
};
DataCollection <Entity> retrievedQueuePrivileges =
_serviceProxy.RetrieveMultiple(queryQueuePrivileges).Entities;
Console.WriteLine("Retrieved prvReadQueue and prvAppendToQueue privileges.");
// Define a list to hold the RolePrivileges we'll need to add
List <RolePrivilege> rolePrivileges = new List <RolePrivilege>();
foreach (Privilege privilege in retrievedQueuePrivileges)
{
RolePrivilege rolePrivilege = new RolePrivilege(
(int)PrivilegeDepth.Local, privilege.PrivilegeId.Value);
rolePrivileges.Add(rolePrivilege);
}
// Add the prvReadQueue and prvAppendToQueue privileges to the example role.
AddPrivilegesRoleRequest addPrivilegesRequest = new AddPrivilegesRoleRequest
{
RoleId = _roleId,
Privileges = rolePrivileges.ToArray()
};
_serviceProxy.Execute(addPrivilegesRequest);
Console.WriteLine("Retrieved privileges are added to {0}.", setupRole.Name);
// Add the example role to the example team.
_serviceProxy.Associate(
Team.EntityLogicalName,
_teamId,
new Relationship("teamroles_association"),
new EntityReferenceCollection()
{
new EntityReference(Role.EntityLogicalName, _roleId)
});
// It takes some time for the privileges to propogate to the team.
// Verify this is complete before continuing.
bool teamLacksPrivilege = true;
while (teamLacksPrivilege)
{
RetrieveTeamPrivilegesRequest retrieveTeamPrivilegesRequest =
new RetrieveTeamPrivilegesRequest
{
TeamId = _teamId
};
RetrieveTeamPrivilegesResponse retrieveTeamPrivilegesResponse =
(RetrieveTeamPrivilegesResponse)_serviceProxy.Execute(
retrieveTeamPrivilegesRequest);
if (retrieveTeamPrivilegesResponse.RolePrivileges.Any(
rp => rp.PrivilegeId == rolePrivileges[0].PrivilegeId) &&
retrieveTeamPrivilegesResponse.RolePrivileges.Any(
rp => rp.PrivilegeId == rolePrivileges[1].PrivilegeId))
{
teamLacksPrivilege = false;
}
else
{
Thread.Sleep(1000);
}
}
Console.WriteLine("{0} has been added to {1}",
setupRole.Name, setupTeam.Name);
return;
}
/// <summary>
/// This method first connects to the Organization service. Afterwards,
/// creates/retrieves a system user,
/// updates the system user to associate with the salesperson role.
/// Note: Creating a user is only supported
/// in an on-premises/active directory environment.
/// </summary>
/// <param name="serverConfig">Contains server connection information.</param>
/// <param name="promptforDelete">When True, the user is prompted to delete all
/// created entities.</param>
public void Run(ServerConnection.Configuration serverConfig, bool promptforDelete)
{
try
{
//<snippetAddRoleToUser1>
// Connect to the Organization service.
// The using statement assures that the service proxy is properly disposed.
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,
serverConfig.Credentials, serverConfig.DeviceCredentials))
{
_serviceProxy.EnableProxyTypes();
CreateRequiredRecords();
// Find the role.
QueryExpression query = new QueryExpression
{
EntityName = Role.EntityLogicalName,
ColumnSet = new ColumnSet("roleid"),
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression
{
AttributeName = "name",
Operator = ConditionOperator.Equal,
Values = {_givenRole}
}
}
}
};
// Get the role.
EntityCollection roles = _serviceProxy.RetrieveMultiple(query);
if (roles.Entities.Count > 0)
{
Role salesRole = _serviceProxy.RetrieveMultiple(query).Entities[0].ToEntity<Role>();
Console.WriteLine("Role {0} is retrieved for the role assignment.", _givenRole);
_roleId = salesRole.Id;
// Associate the user with the role.
if (_roleId != Guid.Empty && _userId != Guid.Empty)
{
_serviceProxy.Associate(
"systemuser",
_userId,
new Relationship("systemuserroles_association"),
new EntityReferenceCollection() { new EntityReference(Role.EntityLogicalName, _roleId) });
Console.WriteLine("Role is associated with the user.");
}
}
DeleteRequiredRecords(promptforDelete);
}
//</snippetAddRoleToUser1>
}
// Catch any service fault exceptions that Microsoft Dynamics CRM throws.
catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>)
{
// You can handle an exception here or pass it back to the calling method.
throw;
}
}
/// <summary>
/// This method first connects to the Organization service. Afterwards,
/// creates/retrieves a system user,
/// updates the system user to associate with the salesperson role.
/// Note: Creating a user is only supported
/// in an on-premises/active directory environment.
/// </summary>
/// <param name="serverConfig">Contains server connection information.</param>
/// <param name="promptforDelete">When True, the user is prompted to delete all
/// created entities.</param>
public void Run(ServerConnection.Configuration serverConfig, bool promptforDelete)
{
try
{
//<snippetAddRoleToUser1>
// Connect to the Organization service.
// The using statement assures that the service proxy is properly disposed.
using (_serviceProxy = ServerConnection.GetOrganizationProxy(serverConfig))
{
_serviceProxy.EnableProxyTypes();
CreateRequiredRecords();
// Find the role.
QueryExpression query = new QueryExpression
{
EntityName = Role.EntityLogicalName,
ColumnSet = new ColumnSet("roleid"),
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression
{
AttributeName = "name",
Operator = ConditionOperator.Equal,
Values = { _givenRole }
}
}
}
};
// Get the role.
EntityCollection roles = _serviceProxy.RetrieveMultiple(query);
if (roles.Entities.Count > 0)
{
Role salesRole = _serviceProxy.RetrieveMultiple(query).Entities[0].ToEntity <Role>();
Console.WriteLine("Role {0} is retrieved for the role assignment.", _givenRole);
_roleId = salesRole.Id;
// Associate the user with the role.
if (_roleId != Guid.Empty && _userId != Guid.Empty)
{
_serviceProxy.Associate(
"systemuser",
_userId,
new Relationship("systemuserroles_association"),
new EntityReferenceCollection()
{
new EntityReference(Role.EntityLogicalName, _roleId)
});
Console.WriteLine("Role is associated with the user.");
}
}
DeleteRequiredRecords(promptforDelete);
}
//</snippetAddRoleToUser1>
}
// Catch any service fault exceptions that Microsoft Dynamics CRM throws.
catch (FaultException <Microsoft.Xrm.Sdk.OrganizationServiceFault> )
{
// You can handle an exception here or pass it back to the calling method.
throw;
}
}
public void Associate(string entityName, Guid entityId, Relationship relationship, EntityReferenceCollection relatedEntities)
{
RunSafe(() => _serviceProxy.Associate(entityName, entityId, relationship, relatedEntities));
}
/// <summary>
/// This method creates any entity records that this sample requires.
/// Create a team, a queue and a role.
/// Add read queue privileges to the role.
/// Assign the role to the team so that they can read the queue.
/// Assign the queue to the team.
/// </summary>
public void CreateRequiredRecords()
{
// Instantiate a queue entity record and set its property values.
// See the Entity Metadata topic in the SDK documentatio to determine
// which attributes must be set for each entity.
Queue setupQueue = new Queue
{
Name = "Example Queue",
Description = "This is an example queue."
};
// Create the queue record.
_queueId = _serviceProxy.Create(setupQueue);
Console.WriteLine("Created {0}", setupQueue.Name);
// Retrieve the default business unit needed to create the team and role.
QueryExpression queryDefaultBusinessUnit = new QueryExpression
{
EntityName = BusinessUnit.EntityLogicalName,
ColumnSet = new ColumnSet("businessunitid"),
Criteria = new FilterExpression()
};
queryDefaultBusinessUnit.Criteria.AddCondition("parentbusinessunitid",
ConditionOperator.Null);
BusinessUnit defaultBusinessUnit = (BusinessUnit)_serviceProxy.RetrieveMultiple(
queryDefaultBusinessUnit).Entities[0];
// Instantiate a team entity record and set its property values.
// See the Entity Metadata topic in the SDK documentatio to determine
// which attributes must be set for each entity.
Team setupTeam = new Team
{
Name = "Example Team",
BusinessUnitId = new EntityReference(BusinessUnit.EntityLogicalName,
defaultBusinessUnit.Id)
};
// Create a team record.
_teamId = _serviceProxy.Create(setupTeam);
Console.WriteLine("Created {0}", setupTeam.Name);
// Instantiate a role entity record and set its property values.
// See the Entity Metadata topic in the SDK documentatio to determine
// which attributes must be set for each entity.
Role setupRole = new Role
{
Name = "Example Role",
BusinessUnitId = new EntityReference(BusinessUnit.EntityLogicalName,
defaultBusinessUnit.Id)
};
// Create a role record. Typically you would use an exisitng role that has the
// the correct privileges. For this sample we need to be sure the role has
// at least the privilege to read queue records.
_roleId = _serviceProxy.Create(setupRole);
Console.WriteLine("Created {0}", setupRole.Name);
// Create a query expression to find the prvReadQueuePrivilege.
QueryExpression queryReadQueuePrivilege = new QueryExpression
{
EntityName = Privilege.EntityLogicalName,
ColumnSet = new ColumnSet("privilegeid", "name"),
Criteria = new FilterExpression()
};
queryReadQueuePrivilege.Criteria.AddCondition("name",
ConditionOperator.Equal, "prvReadQueue");
// Retrieve the prvReadQueue privilege.
Privilege readQueuePrivilege = (Privilege)_serviceProxy.RetrieveMultiple(
queryReadQueuePrivilege).Entities[0];
Console.WriteLine("Retrieved {0}", readQueuePrivilege.Name);
// Add the prvReadQueue privilege to the example role.
AddPrivilegesRoleRequest addPrivilegesRequest = new AddPrivilegesRoleRequest
{
RoleId = _roleId,
Privileges = new Microsoft.Crm.Sdk.Messages.RolePrivilege[]
{
// Grant prvReadQueue privilege.
new Microsoft.Crm.Sdk.Messages.RolePrivilege {
PrivilegeId = readQueuePrivilege.Id
}
}
};
_serviceProxy.Execute(addPrivilegesRequest);
Console.WriteLine("Added privilege to role");
// Add the role to the team.
_serviceProxy.Associate(
Team.EntityLogicalName,
_teamId,
new Relationship("teamroles_association"),
new EntityReferenceCollection()
{
new EntityReference(Role.EntityLogicalName, _roleId)
});
Console.WriteLine("Assigned team to role");
// It takes some time for the privileges to propogate to the team. Delay the
// application until the privilege has been assigned.
bool teamLacksPrivilege = true;
while (teamLacksPrivilege)
{
RetrieveTeamPrivilegesRequest retrieveTeamPrivilegesRequest =
new RetrieveTeamPrivilegesRequest
{
TeamId = _teamId
};
RetrieveTeamPrivilegesResponse retrieveTeamPrivilegesResponse =
(RetrieveTeamPrivilegesResponse)_serviceProxy.Execute(
retrieveTeamPrivilegesRequest);
foreach (Microsoft.Crm.Sdk.Messages.RolePrivilege rp in
retrieveTeamPrivilegesResponse.RolePrivileges)
{
if (retrieveTeamPrivilegesResponse.RolePrivileges[0].PrivilegeId ==
readQueuePrivilege.Id)
{
teamLacksPrivilege = false;
break;
}
else
{
System.Threading.Thread.CurrentThread.Join(500);
}
}
}
return;
}
/// <summary>
/// This method first creates 3 users, a team, 4 leads and a business unit.
/// It assigns two users to the team, and gives each user and the team a lead.
/// Then it reassigns all the leads from one of the users to another user using
/// the ReassignObjectsSystemUserRequest. Next, it reassigns all the leads from
/// the team to a user using the ReassignObjectsOwnerRequest. Third, it reassigns
/// one user from the root business unit to the created business unit, using the
/// SetBusinessSystemUserRequest message. Fourth, it reassigns all users from
/// the created business unit to the root business unit and deletes the created
/// business unit. Finally, it removes all users from the created team and
/// deletes the team.
/// </summary>
/// <param name="serverConfig">Contains server connection information.</param>
/// <param name="promptforDelete">When True, the user will be prompted to delete all
/// created entities.</param>
public void Run(ServerConnection.Configuration serverConfig, bool promptforDelete)
{
try
{
//<snippetReassignBusinessUnitMembers1>
// Connect to the Organization service.
// The using statement assures that the service proxy will be properly
// disposed.
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,serverConfig.Credentials, serverConfig.DeviceCredentials))
// Using the ServiceContext class provides access to the LINQ provider
using (_context = new ServiceContext(_serviceProxy))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
CreateRequiredRecords();
Console.WriteLine();
PrintLeads();
var users = from user in _context.SystemUserSet
select new { user.FullName, user.Id };
Dictionary<Guid, String> userMapping = new Dictionary<Guid,String>();
foreach (var user in users)
userMapping.Add(user.Id, user.FullName);
#region ReassignObjectsSystemUserRequest
// create the request
ReassignObjectsSystemUserRequest reassignRequest =
new ReassignObjectsSystemUserRequest()
{
ReassignPrincipal =
new EntityReference(SystemUser.EntityLogicalName, _users[1]),
UserId = _users[2]
};
// execute the request
Console.WriteLine();
Console.WriteLine(
" Reassigning leads from {0} to {1}",
userMapping[_users[2]],
userMapping[_users[1]]);
_serviceProxy.Execute(reassignRequest);
// check results
PrintLeads();
#endregion
#region ReassignObjectsOwnerRequest
// create the request
ReassignObjectsOwnerRequest request =
new ReassignObjectsOwnerRequest()
{
FromPrincipal = _team.ToEntityReference(),
ToPrincipal =
new EntityReference(SystemUser.EntityLogicalName, _users[0])
};
// execute the request
Console.WriteLine();
Console.WriteLine(
" Reassigning leads from {0} to {1}",
_team.Name, userMapping[_users[0]]);
_serviceProxy.Execute(request);
// check results
PrintLeads();
#endregion
#region reassign business unit members
Console.WriteLine();
Console.WriteLine(" Adding a user to the created business unit");
// track what permissions the user had before reassigning to the new
// business unit so that the permissions can be restored when the
// user is assigned back to the business unit
_originalRolesIds = new List<Guid>();
var roleIds = from user in _context.SystemUserSet
join systemuserrole in _context.SystemUserRolesSet
on user.SystemUserId equals systemuserrole.SystemUserId
join role in _context.RoleSet
on systemuserrole.RoleId equals role.RoleId
where user.SystemUserId.Value == _users[2]
select role.RoleId.Value;
foreach (var roleId in roleIds)
_originalRolesIds.Add(roleId);
// add user to the created business unit
_serviceProxy.Execute(new SetBusinessSystemUserRequest()
{
BusinessId = _buisnessUnit.Id,
ReassignPrincipal = new EntityReference(
SystemUser.EntityLogicalName,
_users[2]),
UserId = _users[2]
});
#endregion
#region delete business unit
Console.WriteLine();
Console.WriteLine(" Deleting created business unit");
// remove all users from the business unit, moving them back to the
// parent business unit
_serviceProxy.Execute(new SetBusinessSystemUserRequest()
{
BusinessId = _rootBusinessUnit.Id,
ReassignPrincipal = new EntityReference(
SystemUser.EntityLogicalName, _users[2]),
UserId = _users[2]
});
// give the user back their original security roles
foreach (var roleId in roleIds)
{
_serviceProxy.Associate(
SystemUser.EntityLogicalName,
_users[2],
new Relationship("systemuserroles_association"),
new EntityReferenceCollection() {
new EntityReference(
Role.EntityLogicalName,
roleId
)
}
);
}
// deactivate business unit before deleting it
_serviceProxy.Execute(new SetStateRequest()
{
EntityMoniker = _buisnessUnit.ToEntityReference(),
// mark the state as inactive (value 1)
State = new OptionSetValue(1),
Status = new OptionSetValue(-1)
});
// delete business unit
_serviceProxy.Delete(BusinessUnit.EntityLogicalName,
_buisnessUnit.Id);
#endregion
#region remove users from team
var teamMembers = from team in _context.TeamSet
join membership in _context.TeamMembershipSet
on team.TeamId equals membership.TeamId
where team.TeamId == _team.Id
select membership.SystemUserId.Value;
_serviceProxy.Execute(new RemoveMembersTeamRequest()
{
MemberIds = teamMembers.ToArray(),
TeamId = _team.Id
});
#endregion
#region delete team
Console.WriteLine();
Console.WriteLine(" Deleting the team");
// Delete the team
_serviceProxy.Delete(Team.EntityLogicalName, _team.Id);
#endregion
DeleteRequiredRecords(promptforDelete);
}
//</snippetReassignBusinessUnitMembers1>
}
// Catch any service fault exceptions that Microsoft Dynamics CRM throws.
catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>)
{
// You can handle an exception here or pass it back to the calling method.
throw;
}
}
/// <summary>
/// Create and configure the organization service proxy.
/// Verify if knowledge management is enabled for the
/// Incident entity.
/// Create sample records (account and incident).
/// Create a knowledge base record.
/// Associate the knowledge base record to entity record.
/// Dissociate the knowledge base record from entity record.
/// Optionally delete/revert any records
/// that were created/changed for this sample.
/// </summary>
/// <param name="serverConfig">Contains server connection information.</param>
/// <param name="promptForDelete">When True, the user will be prompted to delete all
/// created entities.</param>
public void Run(ServerConnection.Configuration serverConfig, bool promptForDelete)
{
try
{
// Connect to the Organization service.
// The using statement assures that the service proxy will be properly disposed.
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri, serverConfig.Credentials, serverConfig.DeviceCredentials))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
if (CheckCRMVersion() == true)
{
// Check if knowledge management is enabled
// for the Incident entity.
CheckKnowledgeManagementStatus();
// Create required records for the sample.
CreateRequiredRecords();
// Create a knowledge base record instance
KnowledgeBaseRecord kbRecord = new KnowledgeBaseRecord
{
// These are sample values. Replace them with
// appropriate values as per your integrated
// Parature instance.
PrivateUrl = "https://www.demo.parature.com/internal",
PublicUrl = "https://www.demo.parature.com",
Title = "How to track shipping?",
UniqueId = "8000/8467/Article/23782"
};
_kbRecordId = _serviceProxy.Create(kbRecord);
Console.WriteLine("Created knowledge base record with ID: '{0}'.\n", _kbRecordId.ToString());
// Associate the knowledge base record with an incident record
// Step 1: Create a collection of knowledge base record that will be
// associated to the incident. In this case, we have only a single
// knowledge base record to be associated.
EntityReferenceCollection relatedEntities = new EntityReferenceCollection();
relatedEntities.Add(new EntityReference(KnowledgeBaseRecord.EntityLogicalName, _kbRecordId));
// Step 2: Create an object that defines the relationship between knowledge base record and incident.
// Use the many-to-many relationship name (KnowledgeBaseRecord_Incident) between knowledge base
// record and incident.
Relationship relationship = new Relationship("KnowledgeBaseRecord_Incident");
// Step 3: Associate the knowledge base record with the incident record.
_serviceProxy.Associate(Incident.EntityLogicalName, _incidentId, relationship,
relatedEntities);
// Check to see if the association record is created in the
// IncidentKnowledgeBaseRecord intersect entity
QueryExpression associationQuery = new QueryExpression
{
EntityName = IncidentKnowledgeBaseRecord.EntityLogicalName,
ColumnSet = new ColumnSet("incidentid", "knowledgebaserecordid"),
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression
{
AttributeName = "incidentid",
Operator = ConditionOperator.Equal,
Values = { _incidentId }
},
new ConditionExpression
{
AttributeName = "knowledgebaserecordid",
Operator = ConditionOperator.Equal,
Values = { _kbRecordId }
}
}
},
PageInfo = new PagingInfo
{
PageNumber = 1,
Count = 1
}
};
DataCollection <Entity> entityCollection = _serviceProxy.RetrieveMultiple(associationQuery).Entities;
if (entityCollection.Count() > 0)
{
Console.WriteLine("Associated knowledge base record with the incident record.");
// Disassociate the records.
_serviceProxy.Disassociate(Incident.EntityLogicalName, _incidentId, relationship,
relatedEntities);
Console.WriteLine("Disasociated knowledge base record from the incident record.\n");
}
else
{
Console.WriteLine("Could not associate knowledge base record with the incident record.\n");
}
// Prompt the user to delete the records and attribute created by the sample.
DeleteRequiredRecords(promptForDelete);
}
else
{
Console.WriteLine("Aborting the sample.");
}
}
}
// Catch any service fault exceptions that Microsoft Dynamics CRM throws.
catch (FaultException <Microsoft.Xrm.Sdk.OrganizationServiceFault> )
{
// You can handle an exception here or pass it back to the calling method.
throw;
}
}
