public static async Task GetAccountCounts(CRMWebAPI api, ITurnContext <IMessageActivity> context)
{
await Task.Run(async() =>
{
dynamic whoamiResults = await api.ExecuteFunction("WhoAmI");
var opt = new CRMGetListOptions
{
Top = 5000,
Filter = "_createdby_value eq " + whoamiResults.UserId + " or _modifiedby_value eq " + whoamiResults.UserId
};
var count = await api.GetList("accounts", QueryOptions: opt);
if (count == null)
{
count = new Xrm.Tools.WebAPI.Results.CRMGetListResult <ExpandoObject>();
count.List = new List <ExpandoObject>();
}
else if (count.List == null)
{
count.List = new List <ExpandoObject>();
}
var card = new HeroCard();
var action = new CardAction()
{
Type = ActionTypes.MessageBack,
Title = $"Accounts owned by me: {count.List.Count}",
Value = count.ToString()
};
card.Buttons = new List <CardAction>();
card.Buttons.Add(action);
await DisplayMessage(card, context);
});
}
public static bool IsTokenValid(ITurnContext <IMessageActivity> context, string accessToken, IConfiguration ConfigurationManager)
{
var result = false;
Task.Run(async() =>
{
string crmBaseUrl = ConfigurationManager["CrmServerUrlProd"];
var api = new CRMWebAPI(crmBaseUrl + "/api/data/v8.1/", accessToken);
try
{
var results = await api.GetList("accounts", new CRMGetListOptions()
{
Top = 1
});
if (results != null && results.Count >= 0)
{
result = true;
}
}
catch (Exception ex)
{
}
}).Wait();
return(result);
}
public async Task <IEnumerable <Product> > GetProductsAsync()
{
try
{
var result = await _api.GetList("stq_products", new CRMGetListOptions()
{
Select = new List <string>()
{
"stq_name", "stq_price", "stq_text", "stq_imgurl", "stq_productid", "stq_supplier", "stq_otherimagescsv", "stq_attributescsv", "stq_subtitle"
}.ToArray()
});
return(result.List.Select <dynamic, Product>((e) => {
return new Product()
{
Name = e.stq_name,
Price = e.stq_price ?? 0,
ImgUrl = e.stq_imgurl,
Text = e.stq_text,
Id = new Guid(e.stq_productid),
Supplier = e.stq_supplier,
AttributesCSV = e.stq_attributescsv,
OtherImagesCSV = e.stq_otherimagescsv,
Subtitle = e.stq_subtitle,
ProductId = e.stq_productid
};
}));
}
catch (Exception e)
{
Console.WriteLine(e.Message);
throw;
}
}
public static async Task GetTopAccounts(CRMWebAPI api, ITurnContext <IMessageActivity> context, int count)
{
await Task.Run(async() =>
{
var card = new HeroCard();
var names = new List <string>();
//var results = await api.GetList("accounts", new CRMGetListOptions() { Top = 5, FormattedValues = true });
string fetchXml = "<fetch mapping='logical' count='{0}'><entity name='account'><attribute name='accountid'/><attribute name='name'/></entity></fetch>";
fetchXml = string.Format(fetchXml, count);
var fetchResults = await api.GetList("accounts", QueryOptions: new CRMGetListOptions()
{
FetchXml = fetchXml
});
foreach (var item in fetchResults.List)
{
IDictionary <string, object> propertyValues = item;
foreach (var property in propertyValues.Keys)
{
if (property.ToLowerInvariant() == "name")
{
names.Add(propertyValues[property].ToString());
}
//await context.PostAsync(String.Format("{0} : {1}", property, propertyValues[property]));
}
}
card.Buttons = CreateButtons(names);
await DisplayMessage(card, context);
});
}
public async Task <IEnumerable <SupportEntity> > GetSupportsAsync()
{
var list = await api.GetList <SupportEntity>("era_supports", new CRMGetListOptions
{
Select = new[] { "era_name", "era_supportid" }
});
return(list.List);
}
public static async Task <List <CRMAttributeDisplayName> > GetAttributeDisplayNameList(this CRMWebAPI api, Guid entityID, int LCID = 0)
{
var result = new List <CRMAttributeDisplayName>();
CRMGetListOptions options = new CRMGetListOptions()
{
Filter = "((IsValidForRead eq true) and (AttributeOf eq null))",
Select = new[] { "MetadataId", "DisplayName", "LogicalName", "SchemaName", "AttributeType", "IsPrimaryId" }
};
var queryResults = await api.GetList("EntityDefinitions(" + entityID.ToString() + ")/Attributes", options);
foreach (dynamic attrib in queryResults.List)
{
CRMAttributeDisplayName edm = new CRMAttributeDisplayName();
edm.MetadataId = Guid.Parse(attrib.MetadataId);
edm.LogicalName = attrib.LogicalName;
edm.SchemaName = attrib.SchemaName;
edm.IsPrimaryId = attrib.IsPrimaryId;
edm.AttributeType = attrib.AttributeType;
if (attrib.AttributeType == "Lookup" || attrib.AttributeType == "Customer" || attrib.AttributeType == "Owner")
{
edm.ODataLogicalName = "_" + attrib.LogicalName + "_value";
}
else
{
edm.ODataLogicalName = attrib.LogicalName;
}
if ((attrib.DisplayName.LocalizedLabels != null) && (attrib.DisplayName.LocalizedLabels.Count > 0))
{
edm.DisplayName = attrib.DisplayName.LocalizedLabels[0].Label;
if (LCID != 0)
{
foreach (dynamic label in attrib.DisplayName.LocalizedLabels)
{
if (label.LanguageCode == LCID)
{
edm.DisplayName = label.Label;
}
}
}
}
else
{
edm.DisplayName = edm.LogicalName;
}
edm.LogicalDisplayName = edm.DisplayName + "(" + edm.LogicalName + ")";
result.Add(edm);
}
return(result);
}
// Retrieve all accounts
public static async Task <Xrm.Tools.WebAPI.Results.CRMGetListResult <System.Dynamic.ExpandoObject> > GetAccounts(CRMWebAPI api)
{
var results = await api.GetList("accounts",
new Xrm.Tools.WebAPI.Requests.CRMGetListOptions()
{
TrackChanges = true, FormattedValues = true
});
return(results);
}
public ErasePiiBuilderWebApi GetEntityRecords(string entityName)
{
var fetchXml = "<fetch mapping='logical'><entity name='" + entityName + "'> <all-attributes/></entity></fetch>";
var fetchResults = _api.GetList(entityName, new CRMGetListOptions
{
FetchXml = fetchXml
});
_entityRecords = fetchResults.Result.List;
return(this);
}
private void EraseTextFieldData(string fieldName)
{
///Get all entities and entityId...
///add them to an expando object....
///Loop the entities to update the records...
Task.Run(async() =>
{
const string fetchXml
= "<fetch><entity name='contact'><all-attributes/></entity></fetch>";
var fetchResults = await _api.GetList("contacts",
new CRMGetListOptions
{
FetchXml = fetchXml
});
var myListTrackChanged = fetchResults.TrackChangesLink;
Console.WriteLine("the tracked changes are: " + myListTrackChanged);
myFetchResults = fetchResults.List.Count;
myApiCount = await _api.GetCount("contacts");
//var getEntityFetchRecords = await _api.GetList(_entityName + "s", new CRMGetListOptions
//{
// FormattedValues = true
//});
//if (getEntityFetchRecords.List.Count > 0)
//{
// foreach (var entities in getEntityFetchRecords.List)
// {
// Console.WriteLine("The number of entities is: " + entities.ToList().Count);
// foreach (var entity in entities)
// {
// if (entity.Key == "value") continue;
// if (entity.Key == fieldName)
// {
// var updateObj = new ExpandoObject() as IDictionary<string, object>;
// updateObj.Add(fieldName, string.Empty);
// await _api.Update(_entityName, _entityId, updateObj);
// }
// }
// }
//}
}).Wait();
Console.WriteLine("The fetch results is: " + myFetchResults);
}
public async Task <Guid> GetAccountIdByExternalIdAsync(string id)
{
var result = await _api.GetList("accounts", new CRMGetListOptions()
{
Select = new List <string>()
{
"accountid"
}.ToArray(),
Filter = $@"stq_externalid eq '{id}'",
});
if ((result?.List?.Count ?? 0) < 1)
{
return(Guid.Empty);
}
return(new Guid((result.List.FirstOrDefault() as dynamic).accountid));
}
/// <summary>
/// Checks if CRM can be accessed
/// </summary>
/// <returns>True/False, based on CRM connectivity</returns>
public async Task <bool> CRMHealthcheck()
{
try
{
// Simple query to CRM to make sure connection can get response
CRMGetListResult <SupportEntity> list = await api.GetList <SupportEntity>("era_supports", new CRMGetListOptions
{
Select = new[] { "era_name", "era_supportid" }
});
return(list.List.Count > 0);
}
catch (Exception e)
{
logger.LogError(e, "Failed to connect to CRM during health check.");
return(false);
}
}
public static async Task <ExpandoObject> GetOptionSetByName(this CRMWebAPI api, string optionSetName)
{
CRMGetListOptions options = new CRMGetListOptions()
{
Select = new[] { "Name" }
};
var queryResult = await api.GetList("GlobalOptionSetDefinitions", options);
foreach (dynamic optionSet in queryResult.List)
{
if ((optionSet != null) && (optionSet.Name == optionSetName))
{
var matchingOptionSet = await api.Get("GlobalOptionSetDefinitions", Guid.Parse(optionSet.MetadataId));
return(matchingOptionSet);
}
}
return(null);
}
public static async Task GetProductInfo(CRMWebAPI api, ITurnContext <IMessageActivity> context, string product)
{
var isTeams = context.Activity.ChannelId.ToLowerInvariant() == "msteams";
var isSkype = context.Activity.ChannelId.ToLowerInvariant() == "skypeforbusiness";
await Task.Run(async() =>
{
var card = new HeroCard();
var adaptCard = new AdaptiveCard(new AdaptiveSchemaVersion());
var factSet = new AdaptiveChoiceSetInput()
{
Choices = new List <AdaptiveChoice>(), Spacing = AdaptiveSpacing.Medium
};
//card.Body.Add(factSet);
var names = new List <string>();
string fetchXml = @"<fetch mapping='logical'>
<entity name='product'>
<attribute name='productid'/>
<attribute name='name'/>
<filter type='and'>
<condition attribute='name' operator='eq' value='{0}' />
</filter>
</entity>
</fetch>";
fetchXml = string.Format(fetchXml, product);
var fetchResults = await api.GetList("products", QueryOptions: new CRMGetListOptions()
{
FetchXml = fetchXml
});
foreach (var item in fetchResults.List)
{
IDictionary <string, object> propertyValues = item;
foreach (var property in propertyValues.Keys)
{
string text = $"*{property}* : {propertyValues[property].ToString()}";
if (isTeams || isSkype)
{
card.Buttons.Add(new CardAction()
{
Text = text, Value = text, Type = ActionTypes.MessageBack
});
}
else
{
adaptCard.Body.Add(new AdaptiveTextBlock()
{
Text = text
});
}
}
}
if (isTeams || isSkype)
{
await DisplayMessage(card, context);
}
else
{
await DisplayMessage(adaptCard, context);
}
});
}
public static async Task <List <CRMEntityDisplayName> > GetEntityDisplayNameList(this CRMWebAPI api, int LCID = 0)
{
var result = new List <CRMEntityDisplayName>();
CRMGetListOptions options = new CRMGetListOptions()
{
Filter = "IsPrivate eq false",
Select = new[] { "MetadataId", "EntitySetName", "DisplayName",
"DisplayCollectionName", "LogicalName", "LogicalCollectionName", "PrimaryIdAttribute" }
};
var queryResults = await api.GetList("EntityDefinitions", options);
foreach (dynamic entity in queryResults.List)
{
CRMEntityDisplayName edm = new CRMEntityDisplayName();
edm.MetadataId = Guid.Parse(entity.MetadataId);
edm.EntitySetName = entity.EntitySetName;
edm.LogicalName = entity.LogicalName;
edm.LogicalCollectionName = entity.LogicalCollectionName;
edm.PrimaryIdAttribute = entity.PrimaryIdAttribute;
if ((entity.DisplayName.LocalizedLabels != null) && (entity.DisplayName.LocalizedLabels.Count > 0))
{
edm.DisplayName = entity.DisplayName.LocalizedLabels[0].Label;
if (LCID != 0)
{
foreach (dynamic label in entity.DisplayName.LocalizedLabels)
{
if (label.LanguageCode == LCID)
{
edm.DisplayName = label.Label;
}
}
}
}
else
{
edm.DisplayName = edm.LogicalName;
}
if ((entity.DisplayCollectionName.LocalizedLabels != null) && (entity.DisplayCollectionName.LocalizedLabels.Count > 0))
{
edm.DisplayCollectionName = entity.DisplayCollectionName.LocalizedLabels[0].Label;
if (LCID != 0)
{
foreach (dynamic label in entity.DisplayCollectionName.LocalizedLabels)
{
if (label.LanguageCode == LCID)
{
edm.DisplayCollectionName = label.Label;
}
}
}
}
else
{
edm.DisplayCollectionName = entity.LogicalCollectionName;
}
edm.LogicalDisplayName = edm.DisplayName + "(" + edm.LogicalName + ")";
edm.LogicalDisplayCollectionName = edm.DisplayCollectionName + "(" + edm.LogicalCollectionName + ")";
result.Add(edm);
}
return(result);
}