private void CopyToStaticList(MarketingListItem item)
 {
     WorkAsync(
         new WorkAsyncInfo
     {
         Message = "Start copy of list",
         Work    = (w, ae) =>
         {
             Guid _staticListId = Guid.Empty;
             // Copy the dynamic list to a static list.
             CopyDynamicListToStaticRequest copyRequest =
                 new CopyDynamicListToStaticRequest()
             {
                 ListId = item.Id
             };
             CopyDynamicListToStaticResponse copyResponse =
                 (CopyDynamicListToStaticResponse)Service.Execute(copyRequest);
             _staticListId = copyResponse.StaticListId;
             CopyUrlToClipboard(new MarketingListItem {
                 Id = _staticListId
             });
             w.ReportProgress(99, string.Format("Copied dynamic list to a static list with id {0}", _staticListId));
         },
         PostWorkCallBack = ae =>
         {
             ExecuteMethod(ProcessLoadLists);
         },
         ProgressChanged = ae =>
         {
             SetWorkingMessage(ae.UserState.ToString());
         }
     }
         );
 }
        /// <summary>
        /// This method first connects to the Organization service. Afterwards a dynamic
        /// list is created and associated to the campaign and the campaign's activity.
        /// Then the dynamic list is copied to a static list and associated with the same
        /// campaign and campaign activity. Finally the sample distributes the campaign
        /// to both the dynamic and static lists.
        /// </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();

                    CreateRequiredRecords();

                    #region Create Dynamic List

                    // Create FetchXml for marketing list's query which locates accounts
                    // in Seattle.
                    String fetchXml = @"<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>
                                        <entity name='account'>
                                        <attribute name='name' />
                                        <attribute name='address1_city' />
                                        <attribute name='primarycontactid' />
                                        <attribute name='telephone1' />
                                        <attribute name='accountid' />
                                        <order attribute='name' descending='false' />
                                        <filter type='and'>
                                        <condition attribute='address1_city' operator='eq' value='seattle' />
                                        </filter>
                                        </entity>
                                        </fetch>";
                    // Create dynamic list. Set the type to true to declare a dynamic
                    // list.
                    List dynamicList = new List()
                    {
                        Type            = true,
                        ListName        = "Dynamic List",
                        CreatedFromCode = new OptionSetValue((int)ListCreatedFromCode.Account),
                        Query           = fetchXml
                    };
                    _dynamicListId = _serviceProxy.Create(dynamicList);
                    dynamicList.Id = _dynamicListId;

                    Console.WriteLine("Created dynamic list.");

                    #endregion

                    #region Associate dynamic list to campaign

                    // Create a campaign.
                    Campaign campaign = new Campaign()
                    {
                        Name = "Sample Campaign"
                    };
                    _campaignId = _serviceProxy.Create(campaign);
                    campaign.Id = _campaignId;

                    // Add the dynamic list to the campaign.
                    AddItemCampaignRequest addListToCampaignRequest =
                        new AddItemCampaignRequest()
                    {
                        CampaignId = _campaignId,
                        EntityId   = _dynamicListId,
                        EntityName = List.EntityLogicalName,
                    };
                    _serviceProxy.Execute(addListToCampaignRequest);

                    Console.WriteLine("Added dynamic list to the campaign.");

                    // Create a campaign activity to distribute fax to the list members.
                    CampaignActivity campaignActivity = new CampaignActivity()
                    {
                        Subject           = "Sample Campaign Activity",
                        ChannelTypeCode   = new OptionSetValue((int)CampaignActivityChannelTypeCode.Fax),
                        RegardingObjectId = campaign.ToEntityReference()
                    };
                    _campaignActivityId = _serviceProxy.Create(campaignActivity);

                    // Add dynamic list to campaign activity.
                    AddItemCampaignActivityRequest addListToCampaignActivityRequest =
                        new AddItemCampaignActivityRequest()
                    {
                        CampaignActivityId = _campaignActivityId,
                        ItemId             = _dynamicListId,
                        EntityName         = List.EntityLogicalName
                    };
                    _serviceProxy.Execute(addListToCampaignActivityRequest);

                    Console.WriteLine("Added dynamic list to the campaign activity.");

                    #endregion

                    #region Associate static list to campaign

                    // Copy the dynamic list to a static list.
                    CopyDynamicListToStaticRequest copyRequest =
                        new CopyDynamicListToStaticRequest()
                    {
                        ListId = _dynamicListId
                    };
                    CopyDynamicListToStaticResponse copyResponse =
                        (CopyDynamicListToStaticResponse)_serviceProxy.Execute(copyRequest);
                    _staticListId = copyResponse.StaticListId;

                    Console.WriteLine("Copied dynamic list to a static list.");

                    // Add the static list to the campaign.
                    AddItemCampaignRequest addStaticListToCampaignRequest =
                        new AddItemCampaignRequest()
                    {
                        CampaignId = _campaignId,
                        EntityId   = _staticListId,
                        EntityName = List.EntityLogicalName
                    };
                    _serviceProxy.Execute(addStaticListToCampaignRequest);

                    Console.WriteLine("Added static list to the campaign.");

                    // Add the static list to the campaign activity.
                    AddItemCampaignActivityRequest addStaticListToCampaignActivityRequest =
                        new AddItemCampaignActivityRequest()
                    {
                        CampaignActivityId = _campaignActivityId,
                        ItemId             = _staticListId,
                        EntityName         = List.EntityLogicalName
                    };
                    _serviceProxy.Execute(addStaticListToCampaignActivityRequest);

                    Console.WriteLine("Added static list to the campaign's activity.");

                    #endregion

                    #region Create fax for campaign's activity
                    // Create a fax.
                    Fax fax = new Fax()
                    {
                        Subject = "Example Fax"
                    };

                    Console.WriteLine("Created fax for campaign's activity.");
                    #endregion Create fax for campaign's activity

                    #region Distribute fax to the marketing list
                    // Distribute the campaign activity to the marketing lists.
                    DistributeCampaignActivityRequest distributeRequest =
                        new DistributeCampaignActivityRequest()
                    {
                        CampaignActivityId = _campaignActivityId,
                        Activity           = fax,
                        Owner             = new EntityReference("systemuser", _salesManagerId),
                        Propagate         = true,
                        SendEmail         = false,
                        PostWorkflowEvent = true
                    };
                    _serviceProxy.Execute(distributeRequest);

                    Console.WriteLine("Distributed fax to the marketing lists.");
                    #endregion Distribute fax to the marketing list

                    #region Retrieve collection of entities from marketing list
                    // Retrieve a collection of entities that correspond
                    // to all of the members in a marketing list
                    // This approach of retrieving list members allows you to dynamically
                    // retrieve the members of a list programmatically without requiring
                    // knowledge of the member entity type.
                    OrganizationServiceContext orgContext =
                        new OrganizationServiceContext(_serviceProxy);

                    var member = (from mb in orgContext.CreateQuery <List>()
                                  where mb.Id == _dynamicListId
                                  select mb).FirstOrDefault();

                    string fetchQuery = member.Query;

                    RetrieveMultipleRequest memberRequest = new RetrieveMultipleRequest();
                    FetchExpression         fetch         = new FetchExpression(fetchQuery);
                    memberRequest.Query = fetch;
                    RetrieveMultipleResponse memberResponse =
                        (RetrieveMultipleResponse)_serviceProxy.Execute(memberRequest);

                    Console.WriteLine("Retrieved collection of entities from a marketing list.");
                    #endregion Retrieve collection of entities from marketing list

                    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;
            }
        }
Ejemplo n.º 3
0
        [STAThread] // Required to support the interactive login experience
        static void Main(string[] args)
        {
            CrmServiceClient service = null;

            try
            {
                service = SampleHelpers.Connect("Connect");
                if (service.IsReady)
                {
                    // Create any entity records that the demonstration code requires
                    SetUpSample(service);

                    #region Demonstrate
                    // Create FetchXml for marketing list's query which locates accounts
                    // in Seattle.
                    String fetchXml = @"<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>
                                        <entity name='account'>
                                        <attribute name='name' />
                                        <attribute name='address1_city' />
                                        <attribute name='primarycontactid' />
                                        <attribute name='telephone1' />
                                        <attribute name='accountid' />
                                        <order attribute='name' descending='false' />
                                        <filter type='and'>
                                        <condition attribute='address1_city' operator='eq' value='seattle' />
                                        </filter>
                                        </entity>
                                        </fetch>";
                    // Create dynamic list. Set the type to true to declare a dynamic
                    // list.
                    var dynamicList = new List()
                    {
                        Type            = true,
                        ListName        = "Dynamic List",
                        CreatedFromCode = new OptionSetValue((int)ListCreatedFromCode.Account),
                        Query           = fetchXml
                    };
                    _dynamicListId = service.Create(dynamicList);
                    dynamicList.Id = _dynamicListId;

                    Console.WriteLine("Created dynamic list.");

                    #endregion

                    #region Associate dynamic list to campaign

                    // Create a campaign.
                    var campaign = new Campaign()
                    {
                        Name = "Sample Campaign"
                    };
                    _campaignId = service.Create(campaign);
                    campaign.Id = _campaignId;

                    // Add the dynamic list to the campaign.
                    var addListToCampaignRequest =
                        new AddItemCampaignRequest()
                    {
                        CampaignId = _campaignId,
                        EntityId   = _dynamicListId,
                        EntityName = List.EntityLogicalName,
                    };
                    service.Execute(addListToCampaignRequest);

                    Console.WriteLine("Added dynamic list to the campaign.");

                    // Create a campaign activity to distribute fax to the list members.
                    var campaignActivity = new CampaignActivity()
                    {
                        Subject           = "Sample Campaign Activity",
                        ChannelTypeCode   = new OptionSetValue((int)CampaignActivityChannelTypeCode.Fax),
                        RegardingObjectId = campaign.ToEntityReference()
                    };
                    _campaignActivityId = service.Create(campaignActivity);

                    // Add dynamic list to campaign activity.
                    var addListToCampaignActivityRequest =
                        new AddItemCampaignActivityRequest()
                    {
                        CampaignActivityId = _campaignActivityId,
                        ItemId             = _dynamicListId,
                        EntityName         = List.EntityLogicalName
                    };
                    service.Execute(addListToCampaignActivityRequest);

                    Console.WriteLine("Added dynamic list to the campaign activity.");

                    #endregion

                    #region Associate static list to campaign

                    // Copy the dynamic list to a static list.
                    var copyRequest =
                        new CopyDynamicListToStaticRequest()
                    {
                        ListId = _dynamicListId
                    };
                    CopyDynamicListToStaticResponse copyResponse =
                        (CopyDynamicListToStaticResponse)service.Execute(copyRequest);
                    _staticListId = copyResponse.StaticListId;

                    Console.WriteLine("Copied dynamic list to a static list.");

                    // Add the static list to the campaign.
                    var addStaticListToCampaignRequest =
                        new AddItemCampaignRequest()
                    {
                        CampaignId = _campaignId,
                        EntityId   = _staticListId,
                        EntityName = List.EntityLogicalName
                    };
                    service.Execute(addStaticListToCampaignRequest);

                    Console.WriteLine("Added static list to the campaign.");

                    // Add the static list to the campaign activity.
                    var addStaticListToCampaignActivityRequest =
                        new AddItemCampaignActivityRequest()
                    {
                        CampaignActivityId = _campaignActivityId,
                        ItemId             = _staticListId,
                        EntityName         = List.EntityLogicalName
                    };
                    service.Execute(addStaticListToCampaignActivityRequest);

                    Console.WriteLine("Added static list to the campaign's activity.");

                    #endregion

                    #region Create fax for campaign's activity
                    // Create a fax.
                    var fax = new Fax()
                    {
                        Subject = "Example Fax"
                    };

                    Console.WriteLine("Created fax for campaign's activity.");
                    #endregion Create fax for campaign's activity

                    #region Distribute fax to the marketing list
                    // Distribute the campaign activity to the marketing lists.
                    var distributeRequest =
                        new DistributeCampaignActivityRequest()
                    {
                        CampaignActivityId = _campaignActivityId,
                        Activity           = fax,
                        Owner             = new EntityReference("systemuser", _salesManagerId),
                        Propagate         = true,
                        SendEmail         = false,
                        PostWorkflowEvent = true
                    };
                    service.Execute(distributeRequest);

                    Console.WriteLine("Distributed fax to the marketing lists.");
                    #endregion Distribute fax to the marketing list

                    #region Retrieve collection of entities from marketing list
                    // Retrieve a collection of entities that correspond
                    // to all of the members in a marketing list
                    // This approach of retrieving list members allows you to dynamically
                    // retrieve the members of a list programmatically without requiring
                    // knowledge of the member entity type.
                    var orgContext =
                        new OrganizationServiceContext(service);

                    var member = (from mb in orgContext.CreateQuery <List>()
                                  where mb.Id == _dynamicListId
                                  select mb).FirstOrDefault();

                    string fetchQuery = member.Query;

                    var memberRequest = new RetrieveMultipleRequest();
                    var fetch         = new FetchExpression(fetchQuery);
                    memberRequest.Query = fetch;
                    var memberResponse =
                        (RetrieveMultipleResponse)service.Execute(memberRequest);

                    Console.WriteLine("Retrieved collection of entities from a marketing list.");
                    #endregion Retrieve collection of entities from marketing list
                }
                else
                {
                    const string UNABLE_TO_LOGIN_ERROR = "Unable to Login to Common Data Service";
                    if (service.LastCrmError.Equals(UNABLE_TO_LOGIN_ERROR))
                    {
                        Console.WriteLine("Check the connection string values in cds/App.config.");
                        throw new Exception(service.LastCrmError);
                    }
                    else
                    {
                        throw service.LastCrmException;
                    }
                }
            }
            catch (Exception ex)
            {
                SampleHelpers.HandleException(ex);
            }

            finally
            {
                if (service != null)
                {
                    service.Dispose();
                }

                Console.WriteLine("Press <Enter> to exit.");
                Console.ReadLine();
            }
        }