public static List <CRMProductCatalogModel> CRMGetEntireProductCatalogService()
{
List <CRMProductCatalogModel> theProducts = new List <CRMProductCatalogModel>();
try
{
CrmServiceClient conn = new CrmServiceClient(DatabaseServices.GetCRMDBConnectionString());
IOrganizationService _orgService;
_orgService = (IOrganizationService)conn.OrganizationWebProxyClient != null ? (IOrganizationService)conn.OrganizationWebProxyClient : (IOrganizationService)conn.OrganizationServiceProxy;
QueryExpression query = new QueryExpression
{
EntityName = "csi_productcatalog",
ColumnSet = new ColumnSet("csi_gtin", "csi_gtinbox", "csi_modelnbr", "csi_partnbr", "csi_sellingdescription")
};
EntityCollection entityRecords = _orgService.RetrieveMultiple(query);
// see if data returned
if (entityRecords != null && entityRecords.Entities.Count > 0)
{
CRMProductCatalogModel entityModel;
for (int i = 0; i < entityRecords.Entities.Count; i++)
{
// new blank copy of the C# model
entityModel = new CRMProductCatalogModel();
if (entityRecords[i].Contains("csi_gtin") && entityRecords[i]["csi_gtin"] != null)
{
entityModel.CSI_GTIN = entityRecords[i]["csi_gtin"].ToString();
}
if (entityRecords[i].Contains("csi_gtinbox") && entityRecords[i]["csi_gtinbox"] != null)
{
entityModel.CSI_GTINBox = entityRecords[i]["csi_gtinbox"].ToString();
}
if (entityRecords[i].Contains("csi_modelnbr") && entityRecords[i]["csi_modelnbr"] != null)
{
entityModel.CSI_ModelNbr = entityRecords[i]["csi_modelnbr"].ToString();
}
if (entityRecords[i].Contains("csi_partnbr") && entityRecords[i]["csi_partnbr"] != null)
{
entityModel.CSI_PartNbr = entityRecords[i]["csi_partnbr"].ToString();
}
if (entityRecords[i].Contains("csi_sellingdescription") && entityRecords[i]["csi_sellingdescription"] != null)
{
entityModel.CSI_SellingDescription = entityRecords[i]["csi_sellingdescription"].ToString();
}
// add row to collection
theProducts.Add(entityModel);
}
}
}
catch (Exception ex)
{
Console.WriteLine(ex.Message);
}
return(theProducts);
}
public static bool CRMIsTeamActiveService(string teamID)
{
bool teamActive = true;
try
{
CrmServiceClient conn = new CrmServiceClient(DatabaseServices.GetCRMDBConnectionString());
IOrganizationService _orgService;
_orgService = (IOrganizationService)conn.OrganizationWebProxyClient != null ? (IOrganizationService)conn.OrganizationWebProxyClient : (IOrganizationService)conn.OrganizationServiceProxy;
QueryExpression query = new QueryExpression
{
EntityName = "team",
ColumnSet = new ColumnSet("teamid", "csi_activeterritory"),
Criteria =
{
Filters =
{
new FilterExpression
{
FilterOperator = LogicalOperator.And,
Conditions =
{
new ConditionExpression("teamid", ConditionOperator.Equal, teamID.Trim())
}
}
}
}
};
EntityCollection entityRecords = _orgService.RetrieveMultiple(query);
// see if data returned
if (entityRecords != null && entityRecords.Entities.Count > 0)
{
for (int i = 0; i < entityRecords.Entities.Count; i++)
{
if (entityRecords[i].Contains("csi_activeterritory") && entityRecords[i]["csi_activeterritory"] != null)
{
string terrActive = entityRecords[i].GetAttributeValue <OptionSetValue>("csi_activeterritory").Value.ToString();
if (terrActive != "862530000")
{
// not an active team with this value
teamActive = false;
}
}
}
}
}
catch (System.Exception ex)
{
System.Console.WriteLine(ex.Message);
}
return(teamActive);
}
/// <summary>
/// Get the Growth Driver Name for the passed in ID
/// </summary>
/// <param name="growthDriverID">Growth Driver ID (not primary key GUID)</param>
/// <returns>String of name</returns>
public static string CRMGetGrowthDriverNameService(int growthDriverID)
{
string gdName = String.Empty;
try
{
CrmServiceClient conn = new CrmServiceClient(DatabaseServices.GetCRMDBConnectionString());
IOrganizationService _orgService;
_orgService = (IOrganizationService)conn.OrganizationWebProxyClient != null ? (IOrganizationService)conn.OrganizationWebProxyClient : (IOrganizationService)conn.OrganizationServiceProxy;
QueryExpression query = new QueryExpression
{
EntityName = "csi_growthdriver",
ColumnSet = new ColumnSet("csi_goalgrowthdriverid", "csi_growthdrivername"),
Criteria =
{
Filters =
{
new FilterExpression
{
FilterOperator = LogicalOperator.Or,
Conditions =
{
new ConditionExpression("csi_goalgrowthdriverid", ConditionOperator.Equal, growthDriverID)
}
}
}
}
};
// return records sorted
query.AddOrder("csi_sortorder", OrderType.Ascending);
EntityCollection entityRecords = _orgService.RetrieveMultiple(query);
// see if data returned
if (entityRecords != null && entityRecords.Entities.Count > 0)
{
for (int i = 0; i < entityRecords.Entities.Count; i++)
{
if (entityRecords[i].Contains("csi_growthdrivername") && entityRecords[i]["csi_growthdrivername"] != null)
{
gdName = entityRecords[i]["csi_growthdrivername"].ToString();
break;
}
}
}
}
catch (Exception ex)
{
Console.WriteLine(ex.Message);
}
return(gdName);
}
public static string GetCRMTeamNameService(string teamID)
{
string teamName = string.Empty;
try
{
CrmServiceClient conn = new CrmServiceClient(DatabaseServices.GetCRMDBConnectionString());
IOrganizationService _orgService;
_orgService = (IOrganizationService)conn.OrganizationWebProxyClient != null ? (IOrganizationService)conn.OrganizationWebProxyClient : (IOrganizationService)conn.OrganizationServiceProxy;
QueryExpression query = new QueryExpression
{
EntityName = "team",
ColumnSet = new ColumnSet("teamid", "name"),
Criteria =
{
Filters =
{
new FilterExpression
{
FilterOperator = LogicalOperator.And,
Conditions =
{
new ConditionExpression("teamid", ConditionOperator.Equal, teamID.Trim()),
new ConditionExpression("csi_activeterritory", ConditionOperator.Equal, "862530000")
}
}
}
}
};
EntityCollection entityRecords = _orgService.RetrieveMultiple(query);
// see if data returned
if (entityRecords != null && entityRecords.Entities.Count > 0)
{
for (int i = 0; i < entityRecords.Entities.Count; i++)
{
if (entityRecords[i].Contains("name") && entityRecords[i]["name"] != null)
{
teamName = entityRecords[i]["name"].ToString();
}
}
}
}
catch (System.Exception ex)
{
System.Console.WriteLine(ex.Message);
}
return(teamName);
}
public static string CRMGetStatusNameService(int statusID)
{
string statusName = String.Empty;
try
{
CrmServiceClient conn = new CrmServiceClient(DatabaseServices.GetCRMDBConnectionString());
IOrganizationService _orgService;
_orgService = (IOrganizationService)conn.OrganizationWebProxyClient != null ? (IOrganizationService)conn.OrganizationWebProxyClient : (IOrganizationService)conn.OrganizationServiceProxy;
QueryExpression query = new QueryExpression
{
EntityName = "csi_goalstatus",
ColumnSet = new ColumnSet("csi_statusid", "csi_statusname"),
Criteria =
{
Filters =
{
new FilterExpression
{
FilterOperator = LogicalOperator.And,
Conditions =
{
new ConditionExpression("csi_statusid", ConditionOperator.Equal, statusID)
}
}
}
}
};
EntityCollection entityRecords = _orgService.RetrieveMultiple(query);
// see if data returned
if (entityRecords != null && entityRecords.Entities.Count > 0)
{
for (int i = 0; i < entityRecords.Entities.Count; i++)
{
if (entityRecords[i].Contains("csi_statusname") && entityRecords[i]["csi_statusname"] != null)
{
statusName = entityRecords[i]["csi_statusname"].ToString();
break;
}
}
}
}
catch (Exception ex)
{
Console.WriteLine(ex.Message);
}
return(statusName);
}
public static List <CRMStateModel> CRMGetStateListService()
{
List <CRMStateModel> theStates = new List <CRMStateModel>();
try
{
CrmServiceClient conn = new CrmServiceClient(DatabaseServices.GetCRMDBConnectionString());
IOrganizationService _orgService;
_orgService = (IOrganizationService)conn.OrganizationWebProxyClient != null ? (IOrganizationService)conn.OrganizationWebProxyClient : (IOrganizationService)conn.OrganizationServiceProxy;
QueryExpression query = new QueryExpression
{
EntityName = "new_state",
ColumnSet = new ColumnSet("new_stateid", "new_statename")
};
// return records sorted by name
//query.AddOrder("csi_facilityname", OrderType.Ascending);
query.AddOrder("new_statename", OrderType.Ascending);
EntityCollection entityRecords = _orgService.RetrieveMultiple(query);
// see if data returned
if (entityRecords != null && entityRecords.Entities.Count > 0)
{
CRMStateModel entityModel;
for (int i = 0; i < entityRecords.Entities.Count; i++)
{
// new blank copy of the C# model
entityModel = new CRMStateModel();
if (entityRecords[i].Contains("new_stateid") && entityRecords[i]["new_stateid"] != null)
{
entityModel.StateID = entityRecords[i]["new_stateid"].ToString();
}
if (entityRecords[i].Contains("new_statename") && entityRecords[i]["new_statename"] != null)
{
entityModel.StateName = entityRecords[i]["new_statename"].ToString();
}
// add row to collection
theStates.Add(entityModel);
}
}
}
catch (Exception ex)
{
Console.WriteLine(ex.Message);
}
return(theStates);
}
public static List <CRMGrowthDriverModel> CRMGetGrowthDriverListService()
{
List <CRMGrowthDriverModel> theDrivers = new List <CRMGrowthDriverModel>();
try
{
CrmServiceClient conn = new CrmServiceClient(DatabaseServices.GetCRMDBConnectionString());
IOrganizationService _orgService;
_orgService = (IOrganizationService)conn.OrganizationWebProxyClient != null ? (IOrganizationService)conn.OrganizationWebProxyClient : (IOrganizationService)conn.OrganizationServiceProxy;
QueryExpression query = new QueryExpression
{
EntityName = "csi_growthdriver",
ColumnSet = new ColumnSet("csi_goalgrowthdriverid", "csi_growthdrivername")
};
// return records sorted
query.AddOrder("csi_sortorder", OrderType.Ascending);
EntityCollection entityRecords = _orgService.RetrieveMultiple(query);
// see if data returned
if (entityRecords != null && entityRecords.Entities.Count > 0)
{
CRMGrowthDriverModel entityModel;
for (int i = 0; i < entityRecords.Entities.Count; i++)
{
// new blank copy of the C# model
entityModel = new CRMGrowthDriverModel();
if (entityRecords[i].Contains("csi_goalgrowthdriverid") && entityRecords[i]["csi_goalgrowthdriverid"] != null)
{
entityModel.CSI_GoalGrowthDriverID = Convert.ToInt32(entityRecords[i]["csi_goalgrowthdriverid"]);
}
if (entityRecords[i].Contains("csi_growthdrivername") && entityRecords[i]["csi_growthdrivername"] != null)
{
entityModel.CSI_GrowthDriverName = entityRecords[i]["csi_growthdrivername"].ToString();
}
// add row to collection
theDrivers.Add(entityModel);
}
}
}
catch (Exception ex)
{
Console.WriteLine(ex.Message);
}
return(theDrivers);
}
/// <summary>
/// Get the Timeline values
/// </summary>
/// <returns>List of Timeline values</returns>
public static List <CRMGoalTimelineModel> GetCRMGetGoalTimelineListService()
{
List <CRMGoalTimelineModel> theTimeline = new List <CRMGoalTimelineModel>();
try
{
CrmServiceClient conn = new CrmServiceClient(DatabaseServices.GetCRMDBConnectionString());
IOrganizationService _orgService;
_orgService = (IOrganizationService)conn.OrganizationWebProxyClient != null ? (IOrganizationService)conn.OrganizationWebProxyClient : (IOrganizationService)conn.OrganizationServiceProxy;
QueryExpression query = new QueryExpression
{
EntityName = "csi_goaltimeline",
ColumnSet = new ColumnSet("csi_timelineid", "csi_timelinename")
};
EntityCollection entityRecords = _orgService.RetrieveMultiple(query);
// see if data returned
if (entityRecords != null && entityRecords.Entities.Count > 0)
{
CRMGoalTimelineModel entityModel;
for (int i = 0; i < entityRecords.Entities.Count; i++)
{
// new blank copy of the C# model
entityModel = new CRMGoalTimelineModel();
if (entityRecords[i].Contains("csi_timelineid") && entityRecords[i]["csi_timelineid"] != null)
{
entityModel.CSI_TimelineID = Convert.ToInt32(entityRecords[i]["csi_timelineid"]);
}
if (entityRecords[i].Contains("csi_timelinename") && entityRecords[i]["csi_timelinename"] != null)
{
entityModel.CSI_TimelineName = entityRecords[i]["csi_timelinename"].ToString();
}
// add row to collection
theTimeline.Add(entityModel);
}
}
}
catch (Exception ex)
{
Console.WriteLine(ex.Message);
}
return(theTimeline);
}
/// <summary>
/// Queries the Goals Entity
/// Returning the highest integer value from
/// the Goal Identifier field
/// Used to give user easy way to reference a goal
/// Represents a seqntial number
/// But not used for any other purpose
/// </summary>
/// <returns>Maximum value in the Goals Entity for Goal Identifier field</returns>
public static int CRMGetMaxGoalIDService()
{
int maxVal = 0;
try
{
CrmServiceClient conn = new CrmServiceClient(DatabaseServices.GetCRMDBConnectionString());
IOrganizationService _orgService;
_orgService = (IOrganizationService)conn.OrganizationWebProxyClient != null ? (IOrganizationService)conn.OrganizationWebProxyClient : (IOrganizationService)conn.OrganizationServiceProxy;
QueryExpression query = new QueryExpression
{
EntityName = "csi_goals",
ColumnSet = new ColumnSet("csi_goalidentifier"),
};
// return records sorted
query.AddOrder("csi_goalidentifier", OrderType.Ascending);
EntityCollection entityRecords = _orgService.RetrieveMultiple(query);
// see if data returned
if (entityRecords != null && entityRecords.Entities.Count > 0)
{
// only interest in last value in that records are sorted in ascending order
int lastRecord = entityRecords.Entities.Count - 1;
if (entityRecords[lastRecord].Contains("csi_goalidentifier") && entityRecords[lastRecord]["csi_goalidentifier"] != null)
{
// last value--highest number
maxVal = Convert.ToInt32(entityRecords[lastRecord]["csi_goalidentifier"]);
}
}
}
catch (Exception ex)
{
Console.WriteLine(ex.Message);
}
return(maxVal);
}
public static List <CRMAccountModel> CRMGetSharedAccountsService(string userID)
{
List <CRMAccountModel> theAccts = new List <CRMAccountModel>();
try
{
CrmServiceClient conn = new CrmServiceClient(DatabaseServices.GetCRMDBConnectionString());
IOrganizationService _orgService;
_orgService = (IOrganizationService)conn.OrganizationWebProxyClient != null ? (IOrganizationService)conn.OrganizationWebProxyClient : (IOrganizationService)conn.OrganizationServiceProxy;
Guid objGuid = Guid.Empty;
if (Guid.TryParse(userID, out objGuid))
{
// string can be converted to GUID
// no additional processing needed
}
else
{
// can not parse into a guid
throw new Exception("Can not convert User ID into GUID");
}
QueryExpression query = new QueryExpression
{
EntityName = "principalobjectaccess",
ColumnSet = new ColumnSet("objectid"),
LinkEntities =
{
new LinkEntity
{
Columns = new ColumnSet("accountid", "name"),
EntityAlias = "acct",
JoinOperator = JoinOperator.LeftOuter,
LinkFromAttributeName = "objectid",
LinkFromEntityName = "principalobjectaccess",
LinkToAttributeName = "accountid",
LinkToEntityName = "account"
}
},
Criteria =
{
Filters =
{
new FilterExpression
{
FilterOperator = LogicalOperator.And,
Conditions =
{
new ConditionExpression("objecttypecode", ConditionOperator.Equal, "account"),
new ConditionExpression("principaltypecode", ConditionOperator.Equal, "systemuser"),
new ConditionExpression("principalid", ConditionOperator.Equal, objGuid)
}
}
}
}
};
// return records sorted by name
//query.AddOrder("csi_facilityname", OrderType.Ascending);
//query.AddOrder("name", OrderType.Ascending);
EntityCollection entityRecords = _orgService.RetrieveMultiple(query);
// see if data returned
if (entityRecords != null && entityRecords.Entities.Count > 0)
{
CRMAccountModel entityModel;
for (int i = 0; i < entityRecords.Entities.Count; i++)
{
// new blank copy of the C# model
entityModel = new CRMAccountModel();
if (entityRecords[i].Contains("acct.accountid") && entityRecords[i]["acct.accountid"] != null)
{
AliasedValue acctID = entityRecords[i].GetAttributeValue <AliasedValue>("acct.accountid");
entityModel.Id = acctID.Value.ToString();
}
if (entityRecords[i].Contains("acct.name") && entityRecords[i]["acct.name"] != null)
{
AliasedValue acctN = entityRecords[i].GetAttributeValue <AliasedValue>("acct.name");
entityModel.Name = CRMUtilityServices.GetTitleCaseService(acctN.Value.ToString());
entityModel.CSI_FacilityName = entityModel.Name;
}
// add row to collection
theAccts.Add(entityModel);
}
}
}
catch (Exception ex)
{
Console.WriteLine(ex.Message);
}
return(theAccts);
}
public static List <CRMScanHeaderModel> CRMGetMyScansService(string UserID, string TeamID)
{
List <CRMScanHeaderModel> myScans = new List <CRMScanHeaderModel>();
try
{
CrmServiceClient conn = new CrmServiceClient(DatabaseServices.GetCRMDBConnectionString());
IOrganizationService _orgService;
_orgService = (IOrganizationService)conn.OrganizationWebProxyClient != null ? (IOrganizationService)conn.OrganizationWebProxyClient : (IOrganizationService)conn.OrganizationServiceProxy;
Guid TeamGuid = Guid.Empty;
if (Guid.TryParse(TeamID, out TeamGuid))
{
// string can be converted to GUID
// no additional processing needed
}
else
{
// can not parse into a guid
throw new Exception("Can not convert TeamID into GUID");
}
Guid UserGuid = Guid.Empty;
if (Guid.TryParse(UserID, out UserGuid))
{
// string can be converted to GUID
// no additional processing needed
}
else
{
// can not parse into a guid
throw new Exception("Can not convert UserID into GUID");
}
QueryExpression query = new QueryExpression
{
EntityName = "po_inventoryscan",
ColumnSet = new ColumnSet("po_name", "createdby", "createdon", "po_account", "ownerid", "po_scantype"),
Criteria =
{
Filters =
{
new FilterExpression
{
FilterOperator = LogicalOperator.Or,
Conditions =
{
new ConditionExpression("ownerid", ConditionOperator.Equal, UserGuid),
new ConditionExpression("po_territoryteam", ConditionOperator.Equal, TeamGuid)
}
}
}
}
};
// return records sorted by name
//query.AddOrder("csi_facilityname", OrderType.Ascending);
//query.AddOrder("name", OrderType.Ascending);
EntityCollection entityRecords = _orgService.RetrieveMultiple(query);
// see if data returned
if (entityRecords != null && entityRecords.Entities.Count > 0)
{
CRMScanHeaderModel entityModel;
for (int i = 0; i < entityRecords.Entities.Count; i++)
{
// new blank copy of the C# model
entityModel = new CRMScanHeaderModel();
if (entityRecords[i].Contains("po_name") && entityRecords[i]["po_name"] != null)
{
entityModel.ScanName = entityRecords[i]["po_name"].ToString();
}
if (entityRecords[i].Contains("createdon") && entityRecords[i]["createdon"] != null)
{
entityModel.CreatedDate = Convert.ToDateTime(entityRecords[i]["createdon"]);
entityModel.CreatedDateString = entityModel.CreatedDate.ToString("yyyy/MM/dd");
}
if (entityRecords[i].Contains("po_inventoryscanid") && entityRecords[i]["po_inventoryscanid"] != null)
{
entityModel.ScanID = entityRecords[i]["po_inventoryscanid"].ToString();
}
if (entityRecords[i].Contains("po_scantype") && entityRecords[i]["po_scantype"] != null)
{
entityModel.ScanTypeName = entityRecords[i].FormattedValues["po_scantype"].ToString();
}
if (entityRecords[i].Contains("ownerid") && entityRecords[i]["ownerid"] != null)
{
//EntityReference ownerRef = entityRecords[i].GetAttributeValue<EntityReference>("ownerid");
//entityModel.OwnerID = ownerRef.Id.ToString();
//entityModel.OwnerID = entityRecords[i]["ownerid"].ToString();
}
if (entityRecords[i].Contains("po_account") && entityRecords[i]["po_account"] != null)
{
EntityReference accountRef = entityRecords[i].GetAttributeValue <EntityReference>("po_account");
entityModel.AccountID = accountRef.Id.ToString();
entityModel.AccountName = accountRef.Name.ToString();
//entityModel = entityRecords[i]["new_dsm2"].ToString();
}
else
{
entityModel.AccountID = "";
entityModel.AccountName = "";
}
entityModel.ScanStatus = i % 4;
// add row to collection
myScans.Add(entityModel);
}
}
}
catch (Exception ex)
{
Console.WriteLine(ex.Message);
}
return(myScans);
}
/// <summary>
/// Returns information about the user
/// When given a UserID (i.e. login ID)
/// </summary>
/// <param name="userID">User ID</param>
/// <returns>CRM User Model</returns>
public static List <CRMSystemUserModel> GetCRMSystemUserService(string userID)
{
List <CRMSystemUserModel> theUser = new List <CRMSystemUserModel>();
try
{
CrmServiceClient conn = new CrmServiceClient(DatabaseServices.GetCRMDBConnectionString());
IOrganizationService _orgService;
_orgService = (IOrganizationService)conn.OrganizationWebProxyClient != null ? (IOrganizationService)conn.OrganizationWebProxyClient : (IOrganizationService)conn.OrganizationServiceProxy;
QueryExpression query = new QueryExpression
{
EntityName = "systemuser",
ColumnSet = new ColumnSet("systemuserid", "islicensed", "isdisabled", "internalemailaddress",
"yomifullname", "title", "lastname", "firstname", "employeeid", "domainname", "fullname"),
Criteria =
{
Filters =
{
new FilterExpression
{
FilterOperator = LogicalOperator.And,
Conditions =
{
new ConditionExpression("islicensed", ConditionOperator.Equal, true),
new ConditionExpression("internalemailaddress", ConditionOperator.BeginsWith, userID.Trim())
}
}
}
}
};
EntityCollection systemUserRecords = _orgService.RetrieveMultiple(query);
// see if data returned
if (systemUserRecords != null && systemUserRecords.Entities.Count > 0)
{
CRMSystemUserModel sysUserModel;
for (int i = 0; i < systemUserRecords.Entities.Count; i++)
{
// new blank copy of the C# model
sysUserModel = new CRMSystemUserModel();
if (systemUserRecords[i].Contains("systemuserid") && systemUserRecords[i]["systemuserid"] != null)
{
sysUserModel.SystemUserId = systemUserRecords[i]["systemuserid"].ToString();
}
if (systemUserRecords[i].Contains("islicensed") && systemUserRecords[i]["islicensed"] != null)
{
sysUserModel.IsLicensed = Convert.ToBoolean(systemUserRecords[i]["islicensed"]);
}
if (systemUserRecords[i].Contains("isdisabled") && systemUserRecords[i]["isdisabled"] != null)
{
sysUserModel.IsDisabled = Convert.ToBoolean(systemUserRecords[i]["isdisabled"]);
}
if (systemUserRecords[i].Contains("internalemailaddress") && systemUserRecords[i]["internalemailaddress"] != null)
{
sysUserModel.InternalEmailAddress = systemUserRecords[i]["internalemailaddress"].ToString();
}
if (systemUserRecords[i].Contains("yomifullname") && systemUserRecords[i]["yomifullname"] != null)
{
sysUserModel.YomiFullName = systemUserRecords[i]["yomifullname"].ToString();
}
if (systemUserRecords[i].Contains("title") && systemUserRecords[i]["title"] != null)
{
sysUserModel.Title = systemUserRecords[i]["title"].ToString();
}
if (systemUserRecords[i].Contains("lastname") && systemUserRecords[i]["lastname"] != null)
{
sysUserModel.LastName = systemUserRecords[i]["lastname"].ToString();
}
if (systemUserRecords[i].Contains("firstname") && systemUserRecords[i]["firstname"] != null)
{
sysUserModel.FirstName = systemUserRecords[i]["firstname"].ToString();
}
if (systemUserRecords[i].Contains("employeeid") && systemUserRecords[i]["employeeid"] != null)
{
sysUserModel.EmployeeId = systemUserRecords[i]["employeeid"].ToString();
}
if (systemUserRecords[i].Contains("domainname") && systemUserRecords[i]["domainname"] != null)
{
sysUserModel.DomainName = systemUserRecords[i]["domainname"].ToString();
}
if (systemUserRecords[i].Contains("fullname") && systemUserRecords[i]["fullname"] != null)
{
sysUserModel.FullName = systemUserRecords[i]["fullname"].ToString();
}
// add row to collection
theUser.Add(sysUserModel);
}
}
}
catch (Exception ex)
{
Console.WriteLine(ex.Message);
}
return(theUser);
}
public static List <CRMNewRelationshipModel> GetCRMRelationshipsForAccountServices(string accountID)
{
List <CRMNewRelationshipModel> theRelationships = new List <CRMNewRelationshipModel>();
try
{
CrmServiceClient conn = new CrmServiceClient(DatabaseServices.GetCRMDBConnectionString());
IOrganizationService _orgService;
_orgService = (IOrganizationService)conn.OrganizationWebProxyClient != null ? (IOrganizationService)conn.OrganizationWebProxyClient : (IOrganizationService)conn.OrganizationServiceProxy;
QueryExpression query = new QueryExpression
{
EntityName = "new_relationship",
ColumnSet = new ColumnSet("new_contact", "new_account"),
Criteria =
{
Filters =
{
new FilterExpression
{
FilterOperator = LogicalOperator.And,
Conditions =
{
new ConditionExpression("new_account", ConditionOperator.Equal, accountID.Trim()),
new ConditionExpression("statuscode", ConditionOperator.Equal, 1)
}
}
}
}
};
EntityCollection entityRecords = _orgService.RetrieveMultiple(query);
// see if data returned
if (entityRecords != null && entityRecords.Entities.Count > 0)
{
CRMNewRelationshipModel entityModel;
for (int i = 0; i < entityRecords.Entities.Count; i++)
{
// new blank copy of the C# model
entityModel = new CRMNewRelationshipModel();
if (entityRecords[i].Contains("new_contact") && entityRecords[i]["new_contact"] != null)
{
EntityReference contractRef = entityRecords[i].GetAttributeValue <EntityReference>("new_contact");
entityModel.New_Contact = contractRef.Id.ToString();
}
if (entityRecords[i].Contains("new_account") && entityRecords[i]["new_account"] != null)
{
EntityReference acctRef = entityRecords[i].GetAttributeValue <EntityReference>("new_account");
entityModel.New_Account = acctRef.Id.ToString();
}
// add row to collection
theRelationships.Add(entityModel);
}
}
}
catch (Exception ex)
{
Console.WriteLine(ex.Message);
}
return(theRelationships);
}
public static List <CRMSalesHierarchyModel> CRMGetSalesHierarchyForRSMService(string mgrID)
{
List <CRMSalesHierarchyModel> theHier = new List <CRMSalesHierarchyModel>();
try
{
CrmServiceClient conn = new CrmServiceClient(DatabaseServices.GetCRMDBConnectionString());
IOrganizationService _orgService;
_orgService = (IOrganizationService)conn.OrganizationWebProxyClient != null ? (IOrganizationService)conn.OrganizationWebProxyClient : (IOrganizationService)conn.OrganizationServiceProxy;
mgrID = mgrID.ToLower();
QueryExpression query = new QueryExpression
{
EntityName = "team",
ColumnSet = new ColumnSet("name", "new_territory", "teamid"),
LinkEntities =
{
new LinkEntity
{
Columns = new ColumnSet("name", "csi_rsmuserid", "csi_asduserid"),
EntityAlias = "region",
JoinOperator = JoinOperator.LeftOuter,
LinkFromAttributeName = "new_territory",
LinkFromEntityName = "team",
LinkToAttributeName = "teamid",
LinkToEntityName = "team"
}
},
Criteria =
{
Filters =
{
new FilterExpression
{
FilterOperator = LogicalOperator.And,
Conditions =
{
new ConditionExpression("csi_activeterritory", ConditionOperator.Equal, 862530000)
}
}
}
}
};
// return records sorted by name
//query.AddOrder("csi_facilityname", OrderType.Ascending);
query.AddOrder("name", OrderType.Ascending);
EntityCollection entityRecords = _orgService.RetrieveMultiple(query);
bool addTeam = false;
// see if data returned
if (entityRecords != null && entityRecords.Entities.Count > 0)
{
CRMSalesHierarchyModel entityModel;
for (int i = 0; i < entityRecords.Entities.Count; i++)
{
// new blank copy of the C# model
entityModel = new CRMSalesHierarchyModel();
addTeam = false;
if (entityRecords[i].Contains("name") && entityRecords[i]["name"] != null)
{
entityModel.SalesTeamName = entityRecords[i]["name"].ToString();
}
if (entityRecords[i].Contains("teamid") && entityRecords[i]["teamid"] != null)
{
entityModel.SalesTeamID = entityRecords[i]["teamid"].ToString();
}
if (entityRecords[i].Contains("new_territory") && entityRecords[i]["new_territory"] != null)
{
EntityReference regionRef = entityRecords[i].GetAttributeValue <EntityReference>("new_territory");
entityModel.RegionID = regionRef.Id.ToString();
}
if (entityRecords[i].Contains("region.name") && entityRecords[i]["region.name"] != null)
{
AliasedValue rName = entityRecords[i].GetAttributeValue <AliasedValue>("region.name");
entityModel.RegionName = rName.Value.ToString();
}
if (entityRecords[i].Contains("region.csi_rsmuserid") && entityRecords[i]["region.csi_rsmuserid"] != null)
{
AliasedValue rmsID = entityRecords[i].GetAttributeValue <AliasedValue>("region.csi_rsmuserid");
EntityReference rid = (EntityReference)rmsID.Value;
entityModel.RSMID = rid.Id.ToString();
// check for match
if (entityModel.RSMID.ToLower() == mgrID)
{
// match found--set flag
addTeam = true;
}
}
if (entityRecords[i].Contains("region.csi_asduserid") && entityRecords[i]["region.csi_asduserid"] != null)
{
AliasedValue avpID = entityRecords[i].GetAttributeValue <AliasedValue>("region.csi_asduserid");
EntityReference aid = (EntityReference)avpID.Value;
entityModel.AVPID = aid.Id.ToString();
}
// add row to collection
if (addTeam == true)
{
// only add if match
theHier.Add(entityModel);
}
}
}
}
catch (Exception ex)
{
Console.WriteLine(ex.Message);
}
return(theHier);
}
public static List <CRMTeamMembershipModel> GetCRMTeamMembershipsService(string systemUserID)
{
List <CRMTeamMembershipModel> myTeams = new List <CRMTeamMembershipModel>();
try
{
CrmServiceClient conn = new CrmServiceClient(DatabaseServices.GetCRMDBConnectionString());
IOrganizationService _orgService;
_orgService = (IOrganizationService)conn.OrganizationWebProxyClient != null ? (IOrganizationService)conn.OrganizationWebProxyClient : (IOrganizationService)conn.OrganizationServiceProxy;
QueryExpression query = new QueryExpression
{
EntityName = "teammembership",
ColumnSet = new ColumnSet("systemuserid", "teamid", "teammembershipid"),
Criteria =
{
Filters =
{
new FilterExpression
{
FilterOperator = LogicalOperator.And,
Conditions =
{
new ConditionExpression("systemuserid", ConditionOperator.Equal, systemUserID.Trim())
}
}
}
}
};
EntityCollection entityRecords = _orgService.RetrieveMultiple(query);
// see if data returned
if (entityRecords != null && entityRecords.Entities.Count > 0)
{
CRMTeamMembershipModel entityModel;
for (int i = 0; i < entityRecords.Entities.Count; i++)
{
// new blank copy of the C# model
entityModel = new CRMTeamMembershipModel();
// check for active teams--if record is not active--do not continue to add
if (CRMTeamsServices.CRMIsTeamActiveService(entityRecords[i]["teamid"].ToString()))
{
if (entityRecords[i].Contains("systemuserid") && entityRecords[i]["systemuserid"] != null)
{
entityModel.SystemUserId = entityRecords[i]["systemuserid"].ToString();
}
if (entityRecords[i].Contains("teamid") && entityRecords[i]["teamid"] != null)
{
entityModel.TeamId = entityRecords[i]["teamid"].ToString();
entityModel.TeamName = CRMTeamsServices.GetCRMTeamNameService(entityModel.TeamId);
}
if (entityRecords[i].Contains("teammembershipid") && entityRecords[i]["teammembershipid"] != null)
{
entityModel.TeamMembershipId = entityRecords[i]["teammembershipid"].ToString();
}
// add row to collection
myTeams.Add(entityModel);
}
}
}
}
catch (Exception ex)
{
Console.WriteLine(ex.Message);
}
return(myTeams);
}
public static int CRMSaveNewContactService(CRMContactModel theCnt)
{
int rc = 0;
try
{
CrmServiceClient conn = new CrmServiceClient(DatabaseServices.GetCRMDBConnectionString());
IOrganizationService _orgService;
_orgService = (IOrganizationService)conn.OrganizationWebProxyClient != null ? (IOrganizationService)conn.OrganizationWebProxyClient : (IOrganizationService)conn.OrganizationServiceProxy;
Entity contact = new Entity("contact");
contact["fullname"] = theCnt.ContactName;
contact["firstname"] = theCnt.FirstName;
contact["lastname"] = theCnt.LastName;
contact["new_specialty"] = new OptionSetValue(Convert.ToInt32(theCnt.SpecialtyID));
contact["new_npi"] = theCnt.NPI;
contact["emailaddress1"] = theCnt.EMAIL;
Guid objGuid = Guid.Empty;
if (Guid.TryParse(theCnt.StateID, out objGuid))
{
// string can be converted to GUID
contact["new_state"] = new EntityReference("new_state", objGuid);
}
else
{
// can not parse state into a guid
rc = 100; // bad state guid
}
// try to convert Account ID as a string into GUID
Guid acctGuid = Guid.Empty;
if (Guid.TryParse(theCnt.AccountID, out acctGuid))
{
// success--not immediate action needed
}
else
{
// can not parse
rc = 200; // bad Account ID
}
// only execute if no conversion errors
if (rc == 0)
{
// create the contact record
// returns ID of new record
Guid contactID = _orgService.Create(contact);
// Next create the relationship record with the Account entity
Entity relationship = new Entity("new_relationship");
relationship["new_contact"] = new EntityReference("contact", contactID);
relationship["statuscode"] = 1;
relationship["new_account"] = new EntityReference("account", acctGuid);
relationship["new_firstname"] = theCnt.FirstName;
relationship["new_lastname"] = theCnt.LastName;
relationship["new_name"] = theCnt.ContactName;
Guid relationshipID = _orgService.Create(relationship);
}
}
catch (FaultException <Microsoft.Xrm.Sdk.OrganizationServiceFault> ex)
{
Console.WriteLine(ex.Message);
rc = 300; // try-catch exception
}
return(rc);
}
public static List <CRMContactModel> GetCRMContactsForRelationshipService(string relationshipID)
{
List <CRMContactModel> theContacts = new List <CRMContactModel>();
try
{
CrmServiceClient conn = new CrmServiceClient(DatabaseServices.GetCRMDBConnectionString());
IOrganizationService _orgService;
_orgService = (IOrganizationService)conn.OrganizationWebProxyClient != null ? (IOrganizationService)conn.OrganizationWebProxyClient : (IOrganizationService)conn.OrganizationServiceProxy;
QueryExpression query = new QueryExpression
{
EntityName = "contact",
ColumnSet = new ColumnSet("contactid", "fullname"),
Criteria =
{
Filters =
{
new FilterExpression
{
FilterOperator = LogicalOperator.And,
Conditions =
{
new ConditionExpression("contactid", ConditionOperator.Equal, relationshipID.Trim())
}
}
}
}
};
EntityCollection entityRecords = _orgService.RetrieveMultiple(query);
// see if data returned
if (entityRecords != null && entityRecords.Entities.Count > 0)
{
CRMContactModel entityModel;
for (int i = 0; i < entityRecords.Entities.Count; i++)
{
// new blank copy of the C# model
entityModel = new CRMContactModel();
if (entityRecords[i].Contains("contactid") && entityRecords[i]["contactid"] != null)
{
entityModel.Id = entityRecords[i]["contactid"].ToString();
}
if (entityRecords[i].Contains("fullname") && entityRecords[i]["fullname"] != null)
{
entityModel.ContactName = CRMUtilityServices.GetTitleCaseService(entityRecords[i]["fullname"].ToString());
}
// add row to collection
theContacts.Add(entityModel);
}
}
}
catch (Exception ex)
{
Console.WriteLine(ex.Message);
}
return(theContacts);
}
/// <summary>
/// Get the Goal Categories for a given Growth Driver
/// From CRM Entities
/// </summary>
/// <param name="growthDriver">Growth Driver to filter on</param>
/// <returns>List of Goal Categories</returns>
public static List <CRMGoalCategoriesModel> CRMGetGoalCategoriesForGrowthDriverService(int growthDriver)
{
List <CRMGoalCategoriesModel> theCats = new List <CRMGoalCategoriesModel>();
try
{
CrmServiceClient conn = new CrmServiceClient(DatabaseServices.GetCRMDBConnectionString());
IOrganizationService _orgService;
_orgService = (IOrganizationService)conn.OrganizationWebProxyClient != null ? (IOrganizationService)conn.OrganizationWebProxyClient : (IOrganizationService)conn.OrganizationServiceProxy;
QueryExpression query = new QueryExpression
{
EntityName = "csi_goalcategories",
ColumnSet = new ColumnSet("csi_categoryid", "csi_goalcategoryname"),
Criteria =
{
Filters =
{
new FilterExpression
{
FilterOperator = LogicalOperator.Or,
Conditions =
{
new ConditionExpression("csi_goalgrowthdriverid", ConditionOperator.Equal, growthDriver)
}
}
}
}
};
EntityCollection entityRecords = _orgService.RetrieveMultiple(query);
// see if data returned
if (entityRecords != null && entityRecords.Entities.Count > 0)
{
CRMGoalCategoriesModel entityModel;
for (int i = 0; i < entityRecords.Entities.Count; i++)
{
// new blank copy of the C# model
entityModel = new CRMGoalCategoriesModel();
if (entityRecords[i].Contains("csi_categoryid") && entityRecords[i]["csi_categoryid"] != null)
{
entityModel.CSI_CategoryID = Convert.ToInt32(entityRecords[i]["csi_categoryid"]);
}
if (entityRecords[i].Contains("csi_goalcategoryname") && entityRecords[i]["csi_goalcategoryname"] != null)
{
entityModel.CSI_GoalCategoryName = entityRecords[i]["csi_goalcategoryname"].ToString();
}
// add row to collection
theCats.Add(entityModel);
}
}
}
catch (Exception ex)
{
Console.WriteLine(ex.Message);
}
return(theCats);
}
/// <summary>
/// Gets the Accounts associated with a Team and/or DSM2
/// </summary>
/// <param name="TeamID">Team or DSM2 ID</param>
/// <param name="DSM2">Not Used</param>
/// <returns>List of Account Model class</returns>
public static List <CRMAccountModel> GetCRMAccountsForTeamService(string TeamID, string DSM2)
{
List <CRMAccountModel> theAccounts = new List <CRMAccountModel>();
try
{
CrmServiceClient conn = new CrmServiceClient(DatabaseServices.GetCRMDBConnectionString());
IOrganizationService _orgService;
_orgService = (IOrganizationService)conn.OrganizationWebProxyClient != null ? (IOrganizationService)conn.OrganizationWebProxyClient : (IOrganizationService)conn.OrganizationServiceProxy;
Guid objGuid = Guid.Empty;
if (Guid.TryParse(TeamID, out objGuid))
{
// string can be converted to GUID
// no additional processing needed
}
else
{
// can not parse into a guid
throw new Exception("Can not convert TeamID into GUID");
}
QueryExpression query = new QueryExpression
{
EntityName = "account",
ColumnSet = new ColumnSet("accountid", "name", "csi_facilityname", "ownerid", "new_dsm2"),
Criteria =
{
Filters =
{
new FilterExpression
{
FilterOperator = LogicalOperator.Or,
Conditions =
{
//new ConditionExpression("ownerid", ConditionOperator.Equal, TeamID.Trim()),
new ConditionExpression("ownerid", ConditionOperator.Equal, objGuid),
//new ConditionExpression("new_dsm2", ConditionOperator.Equal, TeamID.Trim())
new ConditionExpression("new_dsm2", ConditionOperator.Equal, objGuid)
}
}
}
}
};
// return records sorted by name
//query.AddOrder("csi_facilityname", OrderType.Ascending);
query.AddOrder("name", OrderType.Ascending);
EntityCollection entityRecords = _orgService.RetrieveMultiple(query);
// see if data returned
if (entityRecords != null && entityRecords.Entities.Count > 0)
{
CRMAccountModel entityModel;
for (int i = 0; i < entityRecords.Entities.Count; i++)
{
// new blank copy of the C# model
entityModel = new CRMAccountModel();
if (entityRecords[i].Contains("accountid") && entityRecords[i]["accountid"] != null)
{
entityModel.Id = entityRecords[i]["accountid"].ToString();
}
if (entityRecords[i].Contains("csi_facilityname") && entityRecords[i]["csi_facilityname"] != null)
{
entityModel.CSI_FacilityName = entityRecords[i]["csi_facilityname"].ToString();
}
if (entityRecords[i].Contains("name") && entityRecords[i]["name"] != null)
{
entityModel.Name = CRMUtilityServices.GetTitleCaseService(entityRecords[i]["name"].ToString());
}
if (entityRecords[i].Contains("ownerid") && entityRecords[i]["ownerid"] != null)
{
EntityReference ownerRef = entityRecords[i].GetAttributeValue <EntityReference>("ownerid");
entityModel.OwnerID = ownerRef.Id.ToString();
//entityModel.OwnerID = entityRecords[i]["ownerid"].ToString();
}
if (entityRecords[i].Contains("new_dsm2") && entityRecords[i]["new_dsm2"] != null)
{
EntityReference ownerRef = entityRecords[i].GetAttributeValue <EntityReference>("new_dsm2");
entityModel.OwnerID = ownerRef.Id.ToString();
//entityModel.New_DSM2 = entityRecords[i]["new_dsm2"].ToString();
}
// add row to collection
theAccounts.Add(entityModel);
}
}
}
catch (Exception ex)
{
Console.WriteLine(ex.Message);
}
return(theAccounts);
}
