/// <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>
/// Creates any entity records that this sample requires.
/// </summary>
public void CreateRequiredRecords()
{
#region Create or Retrieve the necessary system users
// Retrieve the ldapPath
String ldapPath = String.Empty;
// Retrieve the sales team - 1 sales manager and 2 sales representatives.
_salesManagerId =
SystemUserProvider.RetrieveSalesManager(_serviceProxy, ref ldapPath);
_salesRepresentativeIds =
SystemUserProvider.RetrieveSalespersons(_serviceProxy, ref ldapPath);
#endregion
#region Create PhoneCall record and supporting account
Account account = new Account
{
Name = "Margie's Travel",
Address1_PostalCode = "99999"
};
_accountId = (_serviceProxy.Create(account));
account.Id = _accountId;
// Create Guids for PhoneCalls
_phoneCallId = Guid.NewGuid();
_phoneCall2Id = Guid.NewGuid();
// Create ActivityPartys for the phone calls' "From" field.
ActivityParty activityParty = new ActivityParty()
{
PartyId = account.ToEntityReference(),
ActivityId = new EntityReference
{
Id = _phoneCallId,
LogicalName = PhoneCall.EntityLogicalName,
},
ParticipationTypeMask = new OptionSetValue(9),
};
ActivityParty activityPartyClosed = new ActivityParty()
{
PartyId = account.ToEntityReference(),
ActivityId = new EntityReference
{
Id = _phoneCall2Id,
LogicalName = PhoneCall.EntityLogicalName,
},
ParticipationTypeMask = new OptionSetValue(9)
};
// Create an open phone call.
PhoneCall phoneCall = new PhoneCall()
{
Id = _phoneCallId,
Subject = "Sample Phone Call",
DirectionCode = false,
To = new ActivityParty[] { activityParty },
OwnerId = new EntityReference("systemuser", _salesRepresentativeIds[0]),
ActualEnd = DateTime.Now
};
_serviceProxy.Create(phoneCall);
// Close the first phone call.
SetStateRequest closePhoneCall = new SetStateRequest()
{
EntityMoniker = phoneCall.ToEntityReference(),
State = new OptionSetValue(1),
Status = new OptionSetValue(4)
};
_serviceProxy.Execute(closePhoneCall);
// Create a second phone call.
phoneCall = new PhoneCall()
{
Id = _phoneCall2Id,
Subject = "Sample Phone Call 2",
DirectionCode = true,
To = new ActivityParty[] { activityParty },
OwnerId = new EntityReference("systemuser", _salesRepresentativeIds[1]),
ActualEnd = DateTime.Now
};
_serviceProxy.Create(phoneCall);
// Close the second phone call.
closePhoneCall = new SetStateRequest()
{
EntityMoniker = phoneCall.ToEntityReference(),
State = new OptionSetValue(1),
Status = new OptionSetValue(4)
};
_serviceProxy.Execute(closePhoneCall);
#endregion
}
/// <summary>
/// Creates any entity records that this sample requires.
/// </summary>
public void CreateRequiredRecords()
{
#region Create or Retrieve the necessary system users
// Retrieve the ldapPath
String ldapPath = String.Empty;
// Retrieve the sales team - 1 sales manager and 2 sales representatives.
_salesManagerId =
SystemUserProvider.RetrieveSalesManager(_serviceProxy, ref ldapPath);
_salesRepresentativeIds =
SystemUserProvider.RetrieveSalespersons(_serviceProxy, ref ldapPath);
#endregion
#region Create records to support Opportunity records
// Create a unit group
UoMSchedule newUnitGroup = new UoMSchedule
{
Name = "Example Unit Group",
BaseUoMName = "Example Primary Unit"
};
_unitGroupId = _serviceProxy.Create(newUnitGroup);
// Retrieve the default unit id that was automatically created
// when we created the Unit Group
QueryExpression unitQuery = new QueryExpression
{
EntityName = UoM.EntityLogicalName,
ColumnSet = new ColumnSet("uomid", "name"),
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression
{
AttributeName = "uomscheduleid",
Operator = ConditionOperator.Equal,
Values = { _unitGroupId }
}
}
},
PageInfo = new PagingInfo
{
PageNumber = 1,
Count = 1
}
};
// Retrieve the unit.
UoM unit = (UoM)_serviceProxy.RetrieveMultiple(unitQuery).Entities[0];
_defaultUnitId = unit.UoMId.Value;
// Create a few products
Product newProduct1 = new Product
{
ProductNumber = "1",
Name = "Example Product 1",
ProductStructure = new OptionSetValue(1),
QuantityDecimal = 2,
DefaultUoMScheduleId = new EntityReference(UoMSchedule.EntityLogicalName,
_unitGroupId),
DefaultUoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId)
};
_product1Id = _serviceProxy.Create(newProduct1);
Console.WriteLine("Created {0}", newProduct1.Name);
Product newProduct2 = new Product
{
ProductNumber = "2",
Name = "Example Product 2",
ProductStructure = new OptionSetValue(1),
QuantityDecimal = 3,
DefaultUoMScheduleId = new EntityReference(UoMSchedule.EntityLogicalName,
_unitGroupId),
DefaultUoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId)
};
_product2Id = _serviceProxy.Create(newProduct2);
Console.WriteLine("Created {0}", newProduct2.Name);
// Create a price list
PriceLevel newPriceList = new PriceLevel
{
Name = "Example Price List"
};
_priceListId = _serviceProxy.Create(newPriceList);
// Create a price list item for the first product and apply volume discount
ProductPriceLevel newPriceListItem1 = new ProductPriceLevel
{
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName, _priceListId),
ProductId = new EntityReference(Product.EntityLogicalName, _product1Id),
UoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId),
Amount = new Money(20)
};
_priceListItem1Id = _serviceProxy.Create(newPriceListItem1);
// Create a price list item for the second product
ProductPriceLevel newPriceListItem2 = new ProductPriceLevel
{
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName, _priceListId),
ProductId = new EntityReference(Product.EntityLogicalName, _product2Id),
UoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId),
Amount = new Money(15)
};
_priceListItem2Id = _serviceProxy.Create(newPriceListItem2);
//Publish Product1
SetStateRequest publishRequest1 = new SetStateRequest
{
EntityMoniker = new EntityReference(Product.EntityLogicalName, _product1Id),
State = new OptionSetValue((int)ProductState.Active),
Status = new OptionSetValue(1)
};
_serviceProxy.Execute(publishRequest1);
//Publish Product2
SetStateRequest publishRequest2 = new SetStateRequest
{
EntityMoniker = new EntityReference(Product.EntityLogicalName, _product2Id),
State = new OptionSetValue((int)ProductState.Active),
Status = new OptionSetValue(1)
};
_serviceProxy.Execute(publishRequest2);
Console.WriteLine("Published both the products");
// Create an account record for the opportunity's potential customerid
Account newAccount = new Account
{
Name = "Margie's Travel",
Address1_PostalCode = "99999"
};
_accountId = (_serviceProxy.Create(newAccount));
#endregion Create records to support Opportunity records
}
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))
{
String ldapPath = String.Empty;
Guid businessUnitId;
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
// Call this method to create any data that this sample requires.
CreateRequiredRecords();
// Retrieve the sales people that will be added to the team.
salesPersons = SystemUserProvider.RetrieveSalespersons(_serviceProxy, ref ldapPath);
// Get the ID's of the current user and business unit.
var who = new WhoAmIRequest();
var whoResponse = (WhoAmIResponse)_serviceProxy.Execute(who);
_currentUserId = whoResponse.UserId;
businessUnitId = whoResponse.BusinessUnitId;
// Create a access team.
var team = new Team
{
AdministratorId = new EntityReference(
"systemuser", _currentUserId),
Name = "UserAccess Test Team",
BusinessUnitId = new EntityReference(
"businessunit", businessUnitId),
TeamType = new OptionSetValue((int)TeamTeamType.Access),
};
_teamId = _serviceProxy.Create(team);
Console.WriteLine("Created an access team named '{0}'.", team.Name);
// Add two sales people to the access team.
var addToTeamRequest = new AddMembersTeamRequest
{
TeamId = _teamId,
MemberIds = new[] { salesPersons[0], salesPersons[1] }
};
_serviceProxy.Execute(addToTeamRequest);
Console.WriteLine("Added two sales people to the team.");
// Grant the team read/write access to an account.
var accountReference = new EntityReference(Account.EntityLogicalName, _accountId);
var teamReference = new EntityReference(Team.EntityLogicalName, _teamId);
var grantAccessRequest = new GrantAccessRequest
{
PrincipalAccess = new PrincipalAccess
{
AccessMask = AccessRights.ReadAccess | AccessRights.WriteAccess,
Principal = teamReference
},
Target = accountReference
};
_serviceProxy.Execute(grantAccessRequest);
Console.WriteLine("Granted read/write access on the account record to the team.");
// Retrieve and display access information for the account.
RetrieveAndDisplayEntityAccess(accountReference);
// Display the account access for the team and its members.
var currentUserReference = new EntityReference(
SystemUser.EntityLogicalName, _currentUserId);
RetrieveAndDisplayPrincipalAccess(accountReference, currentUserReference,
"Current User");
var firstSalesPersonReference = new EntityReference(
SystemUser.EntityLogicalName, salesPersons[0]);
RetrieveAndDisplayPrincipalAccess(accountReference, firstSalesPersonReference,
"Sales Person");
var secondSalesPersonReference = new EntityReference(
SystemUser.EntityLogicalName, salesPersons[1]);
RetrieveAndDisplayPrincipalAccess(accountReference, secondSalesPersonReference,
"Sales Person");
// Delete all records created by this sample.
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 or Retrieve the necessary system users
// Retrieve the ldapPath
String ldapPath = String.Empty;
// Retrieve the sales team - 1 sales manager and 2 sales representatives.
_salesManagerId =
SystemUserProvider.RetrieveSalesManager(_serviceProxy, ref ldapPath);
_salesRepresentativeId =
SystemUserProvider.RetrieveSalespersons(_serviceProxy, ref ldapPath)[0];
#endregion
#region Create records to support SalesOrder records
// Create a unit group
UoMSchedule newUnitGroup = new UoMSchedule
{
Name = "Example Unit Group",
BaseUoMName = "Example Primary Unit"
};
_unitGroupId = _serviceProxy.Create(newUnitGroup);
// Retrieve the default unit id that was automatically created
// when we created the Unit Group
QueryExpression unitQuery = new QueryExpression
{
EntityName = UoM.EntityLogicalName,
ColumnSet = new ColumnSet("uomid", "name"),
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression
{
AttributeName = "uomscheduleid",
Operator = ConditionOperator.Equal,
Values = { _unitGroupId }
}
}
},
PageInfo = new PagingInfo
{
PageNumber = 1,
Count = 1
}
};
// Retrieve the unit.
UoM unit = (UoM)_serviceProxy.RetrieveMultiple(unitQuery).Entities[0];
_defaultUnitId = unit.UoMId.Value;
// Create a few products
Product newProduct = new Product
{
ProductNumber = "1",
Name = "Example Product",
ProductStructure = new OptionSetValue(1),
QuantityDecimal = 2,
DefaultUoMScheduleId =
new EntityReference(UoMSchedule.EntityLogicalName, _unitGroupId),
DefaultUoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId)
};
_productId = _serviceProxy.Create(newProduct);
newProduct.Id = _productId;
Console.WriteLine("Created {0}", newProduct.Name);
// Create a price list
PriceLevel newPriceList = new PriceLevel
{
Name = "Example Price List"
};
_priceListId = _serviceProxy.Create(newPriceList);
// Create a price list item for the first product and apply volume discount
ProductPriceLevel newPriceListItem = new ProductPriceLevel
{
PriceLevelId =
new EntityReference(PriceLevel.EntityLogicalName, _priceListId),
ProductId =
new EntityReference(Product.EntityLogicalName, _productId),
UoMId =
new EntityReference(UoM.EntityLogicalName, _defaultUnitId),
Amount = new Money(20),
};
_priceListItemId = _serviceProxy.Create(newPriceListItem);
// Publish the product
SetStateRequest publishRequest = new SetStateRequest
{
EntityMoniker = new EntityReference(Product.EntityLogicalName, _productId),
State = new OptionSetValue((int)ProductState.Active),
Status = new OptionSetValue(1)
};
_serviceProxy.Execute(publishRequest);
Console.WriteLine("Published {0}", newProduct.Name);
// Create an account record for the sales order's potential customerid
Account newAccount = new Account
{
Name = "Litware, Inc.",
Address1_PostalCode = "60661"
};
_accountId = _serviceProxy.Create(newAccount);
newAccount.Id = _accountId;
#endregion Create records to support SalesOrder
#region Create SalesOrder record
// Create the sales order.
SalesOrder order = new SalesOrder()
{
Name = "Faux Order",
DateFulfilled = new DateTime(2010, 8, 1),
PriceLevelId =
new EntityReference(PriceLevel.EntityLogicalName, _priceListId),
CustomerId =
new EntityReference(Account.EntityLogicalName, _accountId),
FreightAmount = new Money(20.0M)
};
_orderId = _serviceProxy.Create(order);
order.Id = _orderId;
// Add the product to the order with the price overriden with a
// negative value.
SalesOrderDetail orderDetail = new SalesOrderDetail()
{
ProductId = newProduct.ToEntityReference(),
Quantity = 4,
SalesOrderId = order.ToEntityReference(),
IsPriceOverridden = true,
PricePerUnit = new Money(1000.0M),
UoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId)
};
_orderDetailId = _serviceProxy.Create(orderDetail);
#endregion Create SalesOrder record
}
/// <summary>
/// Creates any entity records that this sample requires.
/// </summary>
public void CreateRequiredRecords()
{
#region Create or Retrieve the necessary system users
// Retrieve the ldapPath
String ldapPath = String.Empty;
// Retrieve the sales team - 1 sales manager and 2 sales representatives.
_salesManagerId = SystemUserProvider.RetrieveSalesManager(_serviceProxy, ref ldapPath);
_salesRepresentativeIds = SystemUserProvider.RetrieveSalespersons(_serviceProxy, ref ldapPath);
#endregion
#region Create records to support Opportunity records
// Create a unit group
UoMSchedule newUnitGroup = new UoMSchedule
{
Name = "Example Unit Group",
BaseUoMName = "Example Primary Unit"
};
_unitGroupId = _serviceProxy.Create(newUnitGroup);
// Retrieve the default unit id that was automatically created
// when we created the Unit Group
QueryExpression unitQuery = new QueryExpression
{
EntityName = UoM.EntityLogicalName,
ColumnSet = new ColumnSet("uomid", "name"),
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression
{
AttributeName = "uomscheduleid",
Operator = ConditionOperator.Equal,
Values = { _unitGroupId }
}
}
},
PageInfo = new PagingInfo
{
PageNumber = 1,
Count = 1
}
};
// Retrieve the unit.
UoM unit = (UoM)_serviceProxy.RetrieveMultiple(unitQuery).Entities[0];
_defaultUnitId = unit.UoMId.Value;
// Create a few products
Product newProduct1 = new Product
{
ProductNumber = "1",
Name = "Example Product 1",
ProductStructure = new OptionSetValue(1),
QuantityDecimal = 2,
DefaultUoMScheduleId = new EntityReference(UoMSchedule.EntityLogicalName,
_unitGroupId),
DefaultUoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId)
};
_product1Id = _serviceProxy.Create(newProduct1);
Console.WriteLine("Created {0}", newProduct1.Name);
Product newProduct2 = new Product
{
ProductNumber = "2",
Name = "Example Product 2",
ProductStructure = new OptionSetValue(1),
QuantityDecimal = 3,
DefaultUoMScheduleId = new EntityReference(UoMSchedule.EntityLogicalName,
_unitGroupId),
DefaultUoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId)
};
_product2Id = _serviceProxy.Create(newProduct2);
Console.WriteLine("Created {0}", newProduct2.Name);
// Create a new discount list
DiscountType newDiscountType = new DiscountType
{
Name = "Example Discount List",
IsAmountType = false
};
_discountTypeId = _serviceProxy.Create(newDiscountType);
// Create a new discount
Discount newDiscount = new Discount
{
DiscountTypeId = new EntityReference(DiscountType.EntityLogicalName,
_discountTypeId),
LowQuantity = 5,
HighQuantity = 10,
Percentage = 3
};
_discountId = _serviceProxy.Create(newDiscount);
// Create a price list
PriceLevel newPriceList = new PriceLevel
{
Name = "Example Price List"
};
_priceListId = _serviceProxy.Create(newPriceList);
// Create a price list item for the first product and apply volume discount
ProductPriceLevel newPriceListItem1 = new ProductPriceLevel
{
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName, _priceListId),
ProductId = new EntityReference(Product.EntityLogicalName, _product1Id),
UoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId),
Amount = new Money(20),
DiscountTypeId = new EntityReference(DiscountType.EntityLogicalName,
_discountTypeId)
};
_priceListItem1Id = _serviceProxy.Create(newPriceListItem1);
// Create a price list item for the second product
ProductPriceLevel newPriceListItem2 = new ProductPriceLevel
{
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName, _priceListId),
ProductId = new EntityReference(Product.EntityLogicalName, _product2Id),
UoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId),
Amount = new Money(15)
};
_priceListItem2Id = _serviceProxy.Create(newPriceListItem2);
// Publish Product 1
SetStateRequest publishRequest1 = new SetStateRequest
{
EntityMoniker = new EntityReference(Product.EntityLogicalName, _product1Id),
State = new OptionSetValue((int)ProductState.Active),
Status = new OptionSetValue(1)
};
_serviceProxy.Execute(publishRequest1);
// Publish Product 2
SetStateRequest publishRequest2 = new SetStateRequest
{
EntityMoniker = new EntityReference(Product.EntityLogicalName, _product2Id),
State = new OptionSetValue((int)ProductState.Active),
Status = new OptionSetValue(1)
};
_serviceProxy.Execute(publishRequest2);
Console.WriteLine("Published {0} and {1}", newProduct1.Name, newProduct2.Name);
// Create an account record for the opportunity's potential customerid
Account newAccount = new Account
{
Name = "Litware, Inc.",
Address1_PostalCode = "60661"
};
_accountIds.Add(_serviceProxy.Create(newAccount));
newAccount = new Account
{
Name = "Margie's Travel",
Address1_PostalCode = "99999"
};
_accountIds.Add(_serviceProxy.Create(newAccount));
#endregion Create records to support Opportunity records
#region Create Opportunity records
// Create a new opportunity with user specified estimated revenue
Opportunity newOpportunity = new Opportunity
{
Name = "Example Opportunity",
CustomerId = new EntityReference(Account.EntityLogicalName,
_accountIds[0]),
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName,
_priceListId),
IsRevenueSystemCalculated = false,
EstimatedValue = new Money(400.00m),
FreightAmount = new Money(10.00m),
DiscountAmount = new Money(0.10m),
DiscountPercentage = 0.20m,
ActualValue = new Money(400.00m),
OwnerId = new EntityReference
{
Id = _salesRepresentativeIds[0],
LogicalName = SystemUser.EntityLogicalName
}
};
_opportunityIds.Add(_serviceProxy.Create(newOpportunity));
Opportunity secondOpportunity = new Opportunity
{
Name = "Example Opportunity 2",
CustomerId = new EntityReference(Account.EntityLogicalName,
_accountIds[1]),
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName,
_priceListId),
IsRevenueSystemCalculated = false,
EstimatedValue = new Money(400.00m),
FreightAmount = new Money(10.00m),
DiscountAmount = new Money(0.10m),
DiscountPercentage = 0.20m,
ActualValue = new Money(400.00m),
OwnerId = new EntityReference
{
Id = _salesRepresentativeIds[1],
LogicalName = SystemUser.EntityLogicalName
}
};
_opportunityIds.Add(_serviceProxy.Create(secondOpportunity));
// Create a catalog product
OpportunityProduct catalogProduct = new OpportunityProduct
{
OpportunityId = new EntityReference(Opportunity.EntityLogicalName,
_opportunityIds[0]),
ProductId = new EntityReference(Product.EntityLogicalName,
_product1Id),
UoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId),
Quantity = 8,
Tax = new Money(12.42m),
};
_catalogProductId = _serviceProxy.Create(catalogProduct);
// Create another catalog product and override the list price
OpportunityProduct catalogProductPriceOverride = new OpportunityProduct
{
OpportunityId = new EntityReference(Opportunity.EntityLogicalName,
_opportunityIds[1]),
ProductId = new EntityReference(Product.EntityLogicalName,
_product2Id),
UoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId),
Quantity = 3,
Tax = new Money(2.88m),
IsPriceOverridden = true,
PricePerUnit = new Money(12)
};
_catalogProductPriceOverrideId = _serviceProxy.Create(
catalogProductPriceOverride);
// create a new write-in opportunity product with a manual discount applied
OpportunityProduct writeInProduct = new OpportunityProduct
{
OpportunityId = new EntityReference(Opportunity.EntityLogicalName,
_opportunityIds[1]),
IsProductOverridden = true,
ProductDescription = "Example Write-in Product",
PricePerUnit = new Money(20.00m),
Quantity = 5,
ManualDiscountAmount = new Money(10.50m),
Tax = new Money(7.16m)
};
_writeInProductId = _serviceProxy.Create(writeInProduct);
// Close the opportunities as 'Won'
WinOpportunityRequest winRequest = new WinOpportunityRequest()
{
OpportunityClose = new OpportunityClose()
{
OpportunityId = new EntityReference
{
Id = _opportunityIds[0],
LogicalName = Opportunity.EntityLogicalName
},
ActualRevenue = new Money(400.00M),
ActualEnd = DateTime.Today
},
Status = new OptionSetValue(3)
};
_serviceProxy.Execute(winRequest);
winRequest = new WinOpportunityRequest()
{
OpportunityClose = new OpportunityClose()
{
OpportunityId = new EntityReference
{
Id = _opportunityIds[1],
LogicalName = Opportunity.EntityLogicalName
},
ActualRevenue = new Money(400.00M),
ActualEnd = DateTime.Today
},
Status = new OptionSetValue(3)
};
_serviceProxy.Execute(winRequest);
#endregion Create Opportunity records
}
