public void AddLink(Entity source, Relationship relationship, Entity target)
{
if (!service.IsAttached(source))
{
service.Attach(source);
}
if (!service.IsAttached(target))
{
service.Attach(target);
}
service.AddLink(source, relationship, target);
}
/// <summary>
/// Adds a Forum Thread Tag tag association by name to a Forum Thread.
/// </summary>
/// <param name="threadId">The ID of the Forum Thread whose tags will be affected.</param>
/// <param name="tagName">
/// The name of the tag to be associated with the thread (will be created if necessary).
/// </param>
/// <remarks>
/// <para>
/// This operation may call SaveChanges on this context--please ensure any queued
/// changes are mananged accordingly.
/// </para>
/// </remarks>
public static void AddTagToForumThreadAndSave(this OrganizationServiceContext context, Guid threadId, string tagName)
{
if (context.MergeOption == MergeOption.NoTracking)
{
throw new ArgumentException("The OrganizationServiceContext.MergeOption cannot be MergeOption.NoTracking.", "context");
}
if (string.IsNullOrEmpty(tagName))
{
throw new ArgumentException("Can't be null or empty.", "tagName");
}
if (threadId == Guid.Empty)
{
throw new ArgumentException("Argument must be a non-empty GUID.", "threadId");
}
var thread = context.CreateQuery("adx_communityforumthread").Single(e => e.GetAttributeValue <Guid>("adx_communityforumthreadid") == threadId);
var tag = GetForumThreadTagByName(context, tagName);
// If the tag doesn't exist, create it
if (tag == null)
{
tag = new Entity("adx_communityforumthreadtag");
tag["adx_name"] = tagName;
context.AddObject(tag);
context.SaveChanges();
context.ReAttach(thread);
context.ReAttach(tag);
}
if (!thread.GetRelatedEntities(context, "adx_forumthreadtag_forumthread").Any(t => t.GetAttributeValue <Guid>("adx_communityforumthreadtagid") == tag.Id))
{
context.AddLink(thread, "adx_forumthreadtag_forumthread", tag);
context.SaveChanges();
}
}
/// <summary>
/// Adds a Page Tagtag association by name to a Web Page.
/// </summary>
/// <param name="pageId">The ID of the Web Page whose tags will be affected.</param>
/// <param name="tagName">
/// The name of the tag to be associated with the page (will be created if necessary).
/// </param>
/// <remarks>
/// <para>
/// This operation may call SaveChanges on this context--please ensure any queued
/// changes are mananged accordingly.
/// </para>
/// </remarks>
public static void AddTagToWebPageAndSave(this OrganizationServiceContext context, Guid pageId, string tagName)
{
if (context.MergeOption == MergeOption.NoTracking)
{
throw new ArgumentException("The OrganizationServiceContext.MergeOption cannot be MergeOption.NoTracking.", "context");
}
if (string.IsNullOrEmpty(tagName))
{
throw new ArgumentException("Can't be null or empty.", "tagName");
}
if (pageId == Guid.Empty)
{
throw new ArgumentException("Argument must be a non-empty GUID.", "pageId");
}
var page = context.CreateQuery("adx_webpage").Single(p => p.GetAttributeValue <Guid>("adx_webpageid") == pageId);
var tag = context.GetPageTagByName(tagName);
// If the tag doesn't exist, create it
if (tag == null)
{
tag = new Entity("adx_pagetag");
tag["adx_name"] = tagName;
context.AddObject(tag);
context.SaveChanges();
context.ReAttach(page);
context.ReAttach(tag);
}
if (!page.GetRelatedEntities(context, "adx_pagetag_webpage").Any(t => t.GetAttributeValue <Guid>("adx_pagetagid") == tag.Id))
{
context.AddLink(page, new Relationship("adx_pagetag_webpage"), tag);
context.SaveChanges();
}
}
public EntityReferenceCollection CreateAContact(Guid _accountId, Entity account)
{
Contact contact = new Contact()
{
FirstName = fName,
LastName = lName,
Address1_Line1 = "23 Market St.",
Address1_City = "Sammamish",
Address1_StateOrProvince = "MT",
Address1_PostalCode = "99999",
Telephone1 = "12345678",
EMailAddress1 = fName + "." + lName + "@" + accountName + ".com",
Id = Guid.NewGuid()
};
_contactId = contact.Id;
_orgContext.AddObject(contact);
Console.WriteLine("Service created with First Name {0} and Last Name {1}", contact.FirstName, contact.LastName);
//Create a collection of the entity id(s) that will be associated to the contact.
EntityReferenceCollection relatedEntities = new EntityReferenceCollection();
relatedEntities.Add(new EntityReference("account", _accountId));
_orgContext.Attach(account);
//_orgContext.Attach(contact);
_orgContext.AddLink(
account,
new Relationship("contact_customer_accounts"),
contact);
//SaveChangesHelper(contact, account);
Console.WriteLine("and adding contact to account's contact list.");
return(relatedEntities);
}
internal static void AssociateEntity(OrganizationServiceContext context, Entity entityform, Guid sourceEntityId)
{
var setEntityReference = entityform.GetAttributeValue <bool?>("adx_setentityreference") ?? false;
if (!setEntityReference)
{
return;
}
var targetEntityId = Guid.Empty;
var targetEntityPrimaryKey = string.Empty;
var sourceEntityName = entityform.GetAttributeValue <string>("adx_entityname");
var sourceEntityPrimaryKey = entityform.GetAttributeValue <string>("adx_primarykeyname");
var targetEntityName = entityform.GetAttributeValue <string>("adx_referenceentitylogicalname");
var relationshipName = entityform.GetAttributeValue <string>("adx_referenceentityrelationshipname") ?? string.Empty;
if (string.IsNullOrWhiteSpace(relationshipName))
{
ADXTrace.Instance.TraceInfo(TraceCategory.Application, "Entity Relationship Name not provided. Entity Association not required.");
return;
}
try
{
var referenceQueryStringName = entityform.GetAttributeValue <string>("adx_referencequerystringname") ?? string.Empty;
var referenceQueryStringValue = HttpContext.Current.Request[referenceQueryStringName];
var querystringIsPrimaryKey = entityform.GetAttributeValue <bool?>("adx_referencequerystringisprimarykey") ?? false;
if (!querystringIsPrimaryKey)
{
var referenceQueryAttributeName = entityform.GetAttributeValue <string>("adx_referencequeryattributelogicalname");
var entity =
context.CreateQuery(targetEntityName).FirstOrDefault(
o => o.GetAttributeValue <string>(referenceQueryAttributeName) == referenceQueryStringValue);
if (entity != null)
{
targetEntityId = entity.Id;
}
}
else
{
Guid.TryParse(referenceQueryStringValue, out targetEntityId);
}
if (sourceEntityId == Guid.Empty || targetEntityId == Guid.Empty)
{
ADXTrace.Instance.TraceError(TraceCategory.Application, "Source and Target entity ids must not be null or empty.");
return;
}
// get the source entity
if (string.IsNullOrWhiteSpace(sourceEntityName))
{
ADXTrace.Instance.TraceError(TraceCategory.Application, "adx_entityform.adx_targetentitylogicalname must not be null.");
return;
}
if (string.IsNullOrWhiteSpace(sourceEntityPrimaryKey))
{
sourceEntityPrimaryKey = MetadataHelper.GetEntityPrimaryKeyAttributeLogicalName(context, sourceEntityName);
}
if (string.IsNullOrWhiteSpace(sourceEntityPrimaryKey))
{
ADXTrace.Instance.TraceError(TraceCategory.Application, "Failed to determine source entity primary key logical name.");
return;
}
var sourceEntity = context.CreateQuery(sourceEntityName).FirstOrDefault(o => o.GetAttributeValue <Guid>(sourceEntityPrimaryKey) == sourceEntityId);
if (sourceEntity == null)
{
ADXTrace.Instance.TraceError(TraceCategory.Application, "Source entity is null.");
return;
}
// Get the target entity
if (string.IsNullOrWhiteSpace(targetEntityName))
{
ADXTrace.Instance.TraceError(TraceCategory.Application, "Target entity name must not be null or empty.");
return;
}
if (string.IsNullOrWhiteSpace(targetEntityPrimaryKey))
{
targetEntityPrimaryKey = MetadataHelper.GetEntityPrimaryKeyAttributeLogicalName(context, targetEntityName);
}
if (string.IsNullOrWhiteSpace(targetEntityPrimaryKey))
{
ADXTrace.Instance.TraceError(TraceCategory.Application, "Failed to determine target entity primary key logical name.");
return;
}
var targetEntity = context.CreateQuery(targetEntityName).FirstOrDefault(o => o.GetAttributeValue <Guid>(targetEntityPrimaryKey) == targetEntityId);
if (targetEntity == null)
{
ADXTrace.Instance.TraceError(TraceCategory.Application, "Target entity is null.");
return;
}
context.AddLink(sourceEntity, relationshipName, targetEntity);
}
catch (Exception ex)
{
ADXTrace.Instance.TraceError(TraceCategory.Application, string.Format("{0}", ex.ToString()));
}
}
protected override void ProcessRequest(HttpContext context, ICmsEntityServiceProvider serviceProvider, Guid portalScopeId, IPortalContext portal, OrganizationServiceContext serviceContext, Entity entity, CmsEntityMetadata entityMetadata, ICrmEntitySecurityProvider security)
{
var relationshipSchemaName = string.IsNullOrWhiteSpace(RelationshipSchemaName) ? context.Request.Params["relationshipSchemaName"] : RelationshipSchemaName;
if (string.IsNullOrWhiteSpace(relationshipSchemaName))
{
throw new CmsEntityServiceException(HttpStatusCode.BadRequest, "Unable to determine entity relationship schema name from request.");
}
var match = _relationshipSchemaNameRegex.Match(relationshipSchemaName);
if (!match.Success)
{
throw new CmsEntityServiceException(HttpStatusCode.BadRequest, "Unable to determine entity relationship schema name from request.");
}
var schemaName = match.Groups["schemaName"].Value;
if (string.IsNullOrWhiteSpace(schemaName))
{
throw new CmsEntityServiceException(HttpStatusCode.BadRequest, "Unable to determine entity relationship schema name from request.");
}
var entityRole = match.Groups["entityRole"].Value;
EntityRole parsedRole;
var relationship = new Relationship(schemaName)
{
PrimaryEntityRole = Enum.TryParse(entityRole, true, out parsedRole) ? new EntityRole?(parsedRole) : null
};
CmsEntityRelationshipInfo relationshipInfo;
if (!entityMetadata.TryGetRelationshipInfo(relationship, out relationshipInfo))
{
throw new CmsEntityServiceException(HttpStatusCode.NotFound, "Entity relationship not found.");
}
// If the current request entity is the current website, do security handling here, since we skipped it earlier.
if (entity.ToEntityReference().Equals(portal.Website.ToEntityReference()))
{
AssertRequestEntitySecurity(portal, serviceContext, entity, security, CreateWebsiteAccessPermissionProvider(portal), relationshipInfo);
}
if (IsRequestMethod(context.Request, "GET"))
{
if (relationshipInfo.IsCollection)
{
var readableRelatedEntities = entity.GetRelatedEntities(serviceContext, relationship)
.Where(e => security.TryAssert(serviceContext, e, CrmEntityRight.Read));
var entityMetadataLookup = new Dictionary <string, CmsEntityMetadata>();
var entityJsonObjects = readableRelatedEntities.Select(e =>
{
CmsEntityMetadata relatedEntityMetadata;
if (!entityMetadataLookup.TryGetValue(e.LogicalName, out relatedEntityMetadata))
{
relatedEntityMetadata = new CmsEntityMetadata(serviceContext, e.LogicalName);
entityMetadataLookup[e.LogicalName] = relatedEntityMetadata;
}
return(GetEntityJson(context, serviceProvider, portalScopeId, portal, serviceContext, e, relatedEntityMetadata));
});
WriteResponse(context.Response, new JObject
{
{ "d", new JArray(entityJsonObjects) }
});
}
else
{
var relatedEntity = entity.GetRelatedEntity(serviceContext, relationship);
if (relatedEntity == null)
{
throw new CmsEntityServiceException(HttpStatusCode.NotFound, "Related entity not found.");
}
if (!security.TryAssert(serviceContext, relatedEntity, CrmEntityRight.Read))
{
throw new CmsEntityServiceException(HttpStatusCode.Forbidden, "Related entity access denied.");
}
WriteResponse(context.Response, new JObject
{
{ "d", GetEntityJson(context, serviceProvider, portalScopeId, portal, serviceContext, relatedEntity, new CmsEntityMetadata(serviceContext, relatedEntity.LogicalName)) }
});
}
return;
}
if (IsRequestMethod(context.Request, "POST"))
{
if (relationshipInfo.IsCollection)
{
OneToManyRelationshipMetadata relationshipMetadata;
if (!entityMetadata.TryGetOneToManyRelationshipMetadata(relationship, out relationshipMetadata))
{
throw new CmsEntityServiceException(HttpStatusCode.BadRequest, "Unable to retrieve the one-to-many relationship metadata for relationship {0} on entity type".FormatWith(relationship.ToSchemaName("."), entity.LogicalName));
}
var relatedEntity = CreateEntityOfType(serviceContext, relationshipMetadata.ReferencingEntity);
var relatedEntityMetadata = new CmsEntityMetadata(serviceContext, relatedEntity.LogicalName);
var extensions = UpdateEntityFromJsonRequestBody(context.Request, serviceContext, relatedEntity, relatedEntityMetadata);
var preImage = relatedEntity.Clone(false);
// Ensure the reference to the target entity is set.
relatedEntity.SetAttributeValue(relationshipMetadata.ReferencingAttribute, new EntityReference(entity.LogicalName, entity.GetAttributeValue <Guid>(relationshipMetadata.ReferencedAttribute)));
serviceProvider.InterceptChange(context, portal, serviceContext, relatedEntity, relatedEntityMetadata, CmsEntityOperation.Create, preImage);
serviceContext.AddObject(relatedEntity);
serviceProvider.InterceptExtensionChange(context, portal, serviceContext, relatedEntity, relatedEntityMetadata, extensions, CmsEntityOperation.Create);
serviceContext.SaveChanges();
var refetchedEntity = serviceContext.CreateQuery(relatedEntity.LogicalName)
.FirstOrDefault(e => e.GetAttributeValue <Guid>(relatedEntityMetadata.PrimaryIdAttribute) == relatedEntity.Id);
if (refetchedEntity == null)
{
throw new CmsEntityServiceException(HttpStatusCode.InternalServerError, "Unable to retrieve the created entity.");
}
WriteResponse(context.Response, new JObject
{
{ "d", GetEntityJson(context, serviceProvider, portalScopeId, portal, serviceContext, refetchedEntity, relatedEntityMetadata) }
}, HttpStatusCode.Created);
}
else
{
OneToManyRelationshipMetadata relationshipMetadata;
if (!entityMetadata.TryGetManyToOneRelationshipMetadata(relationship, out relationshipMetadata))
{
throw new CmsEntityServiceException(HttpStatusCode.BadRequest, "Unable to retrieve the many-to-one relationship metadata for relationship {0} on entity type".FormatWith(relationship.ToSchemaName("."), entity.LogicalName));
}
var relatedEntity = CreateEntityOfType(serviceContext, relationshipMetadata.ReferencedEntity);
var relatedEntityMetadata = new CmsEntityMetadata(serviceContext, relatedEntity.LogicalName);
var extensions = UpdateEntityFromJsonRequestBody(context.Request, serviceContext, relatedEntity, relatedEntityMetadata);
serviceProvider.InterceptChange(context, portal, serviceContext, relatedEntity, relatedEntityMetadata, CmsEntityOperation.Create);
serviceContext.AddObject(relatedEntity);
serviceContext.AddLink(relatedEntity, relationship, entity);
serviceProvider.InterceptExtensionChange(context, portal, serviceContext, relatedEntity, relatedEntityMetadata, extensions, CmsEntityOperation.Create);
serviceContext.SaveChanges();
var refetchedEntity = serviceContext.CreateQuery(relatedEntity.LogicalName)
.FirstOrDefault(e => e.GetAttributeValue <Guid>(relatedEntityMetadata.PrimaryIdAttribute) == relatedEntity.Id);
if (refetchedEntity == null)
{
throw new CmsEntityServiceException(HttpStatusCode.InternalServerError, "Unable to retrieve the created entity.");
}
WriteResponse(context.Response, new JObject
{
{ "d", GetEntityJson(context, serviceProvider, portalScopeId, portal, serviceContext, refetchedEntity, relatedEntityMetadata) }
}, HttpStatusCode.Created);
}
return;
}
throw new CmsEntityServiceException(HttpStatusCode.MethodNotAllowed, "Request method {0} not allowed for this resource.".FormatWith(context.Request.HttpMethod));
}
public void AddLink(Entity source, Relationship relationship, Entity target, OrganizationServiceContext context)
{
context.AddLink(source, relationship, target);
}
/// <summary>
/// This method first connects to the Organization service and creates the
/// OrganizationServiceContext. Then, several entity creation and relationship
/// operations are performed.
/// </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
{
//<snippetBasicContextExamples1>
// 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();
_service = (IOrganizationService)_serviceProxy;
CreateRequiredRecords();
// The OrganizationServiceContext is an object that wraps the service
// proxy and allows creating/updating multiple records simultaneously.
_orgContext = new OrganizationServiceContext(_service);
// Create a new contact called Mary Kay Andersen.
var contact = new Contact()
{
FirstName = "Mary Kay",
LastName = "Andersen",
Address1_Line1 = "23 Market St.",
Address1_City = "Sammamish",
Address1_StateOrProvince = "MT",
Address1_PostalCode = "99999",
Telephone1 = "12345678",
EMailAddress1 = "*****@*****.**",
Id = Guid.NewGuid()
};
_contactId = contact.Id;
_orgContext.AddObject(contact);
Console.Write("Instantiating contact, ");
// Create an account called Contoso.
var account = new Account()
{
Name = "Contoso",
Address1_City = "Redmond",
// set the account category to 'Preferred Customer'
AccountCategoryCode = new OptionSetValue(1),
LastUsedInCampaign = DateTime.Now,
MarketCap = new Money(120000),
DoNotEMail = true,
Description = "Contoso is a fictional company!",
Id = Guid.NewGuid(),
};
_accountId = account.Id;
Console.Write("instantiating account, ");
// Set Mary Kay Andersen as the primary contact
_orgContext.AddRelatedObject(
contact,
new Relationship("account_primary_contact"),
account);
SaveChangesHelper(contact, account);
Console.WriteLine("and creating both records in CRM.");
// Remove the primary contact value from Mary Kay Andersen
_orgContext.Attach(contact);
_orgContext.DeleteLink(
contact,
new Relationship("account_primary_contact"),
account);
SaveChangesHelper(contact, account);
Console.Write("Removing primary contact status, ");
// Add Mary Kay Andersen to the contact list for the account Contoso.
_orgContext.Attach(account);
_orgContext.Attach(contact);
_orgContext.AddLink(
account,
new Relationship("contact_customer_accounts"),
contact);
SaveChangesHelper(contact, account);
Console.WriteLine("and adding contact to account's contact list.");
// Add a note with a document attachment to the contact's record.
var attachment = File.OpenRead("sample.txt");
var data = new byte[attachment.Length];
attachment.Read(data, 0, (int)attachment.Length);
var note = new Annotation()
{
Subject = "Note subject...",
NoteText = "Note Details....",
DocumentBody = Convert.ToBase64String(data),
FileName = Path.GetFileName(attachment.Name),
MimeType = "text/plain",
Id = Guid.NewGuid(),
// Associate the note to the contact.
ObjectId = contact.ToEntityReference(),
ObjectTypeCode = Contact.EntityLogicalName
};
_annotationId = note.Id;
Console.Write("Instantiating a note, ");
_orgContext.AddObject(note);
_orgContext.Attach(contact);
// Set the contact as the Regarding attribute of the note.
_orgContext.AddLink(
contact,
new Relationship("Contact_Annotation"),
note);
SaveChangesHelper(note, contact);
Console.WriteLine("creating the note in CRM and linking to contact.");
// Change the owning user of the contact Mary Kay Andersen
// Find a user with an email address of "*****@*****.**"
var newOwner = (from u in _orgContext.CreateQuery <SystemUser>()
where u.InternalEMailAddress == "*****@*****.**"
select u).Single();
AssignRequest assignRequest = new AssignRequest()
{
Target = contact.ToEntityReference(),
Assignee = newOwner.ToEntityReference()
};
_orgContext.Execute(assignRequest);
Console.WriteLine("Changing ownership of contact record.");
// Create a new price list called Retail Price List.
var priceList = new PriceLevel()
{
Name = "Retail Price List",
BeginDate = DateTime.Now,
EndDate = DateTime.Now,
Description = "Contoso's primary pricelist.",
Id = Guid.NewGuid()
};
_priceLevelId = priceList.Id;
_orgContext.AddObject(priceList);
Console.Write("Instantiating price list ");
// Create a new product called Widget A.
var newProduct = new Product()
{
Name = "Widget A",
Description = "Industrial widget for hi-tech industries",
ProductStructure = new OptionSetValue(1), // 1 = Product
QuantityOnHand = 2,
ProductNumber = "WIDG-A",
Price = new Money(decimal.Parse("12.50")),
QuantityDecimal = 2, // Sets the Decimals Supported value
Id = Guid.NewGuid(),
DefaultUoMScheduleId = new EntityReference(
UoMSchedule.EntityLogicalName,
_orgContext.CreateQuery <UoMSchedule>().First().Id),
DefaultUoMId = new EntityReference(
UoM.EntityLogicalName,
_orgContext.CreateQuery <UoM>().First().Id)
};
_productId = newProduct.Id;
_orgContext.AddObject(newProduct);
Console.WriteLine("and product.");
SaveChangesHelper(priceList, newProduct);
// Add Widget A to the Retail Price List.
var priceLevelProduct = new ProductPriceLevel()
{
ProductId = newProduct.ToEntityReference(),
UoMId = newProduct.DefaultUoMId,
Amount = new Money(decimal.Parse("12.50")),
PriceLevelId = priceList.ToEntityReference(),
Id = Guid.NewGuid()
};
_productPriceLevelId = priceLevelProduct.Id;
_orgContext.AddObject(priceLevelProduct);
Console.Write("Associating product to price list, ");
// Publish the product
SetStateRequest publishRequest = new SetStateRequest
{
EntityMoniker = newProduct.ToEntityReference(),
State = new OptionSetValue((int)ProductState.Active),
Status = new OptionSetValue(1)
};
_serviceProxy.Execute(publishRequest);
Console.WriteLine("and publishing the product.");
// Create a new quote for Contoso.
var newQuote = new Quote()
{
Name = "Quotation for Contoso",
// Sets the pricelist to the one we've just created
PriceLevelId = priceList.ToEntityReference(),
Id = Guid.NewGuid(),
CustomerId = account.ToEntityReference()
};
_quoteId = newQuote.Id;
_orgContext.AddObject(newQuote);
_orgContext.Attach(account);
_orgContext.AddLink(
newQuote,
new Relationship("quote_customer_accounts"),
account);
Console.Write("Instantiating a quote, ");
// Add a quote product to this quote.
var quoteProduct = new QuoteDetail()
{
ProductId = newProduct.ToEntityReference(),
Quantity = 1,
QuoteId = newQuote.ToEntityReference(),
UoMId = newProduct.DefaultUoMId,
Id = Guid.NewGuid()
};
_quoteDetailId = quoteProduct.Id;
_orgContext.AddObject(quoteProduct);
Console.WriteLine("and adding product to quote.");
// Create a sales opportunity with Contoso.
var oppty = new Opportunity()
{
Name = "Interested in Widget A",
EstimatedCloseDate = DateTime.Now.AddDays(30.0),
EstimatedValue = new Money(decimal.Parse("300000.00")),
CloseProbability = 25, // 25% probability of closing this deal
IsRevenueSystemCalculated = false, // user-calculated revenue
OpportunityRatingCode = new OptionSetValue(2), // warm
CustomerId = account.ToEntityReference(),
Id = Guid.NewGuid()
};
_opportunityId = oppty.Id;
_orgContext.AddObject(oppty);
Console.Write("Instantiating opportunity, ");
//_orgContext.AddLink(
// oppty,
// new Relationship("opportunity_customer_accounts"),
// account);
SaveChangesHelper(priceList, newQuote, newProduct, priceLevelProduct,
quoteProduct, oppty, account);
Console.WriteLine("and creating all records in CRM.");
// Associate quote to contact, which adds the Contact record in the
// "Other Contacts" section of a Quote record.
_orgContext.Attach(contact);
_orgContext.Attach(newQuote);
_orgContext.AddLink(
contact,
new Relationship("contactquotes_association"),
newQuote);
SaveChangesHelper(contact, newQuote);
Console.WriteLine("Associating contact and quote.");
// Create a case for Mary Kay Andersen.
var serviceRequest = new Incident()
{
Title = "Problem with Widget B",
PriorityCode = new OptionSetValue(1), // 1 = High
CaseOriginCode = new OptionSetValue(1), // 1 = Phone
CaseTypeCode = new OptionSetValue(2), // 2 = Problem
SubjectId =
new EntityReference(
Subject.EntityLogicalName,
_orgContext.CreateQuery <Subject>()
.First().Id), // use the default subject
Description = "Customer can't switch the product on.",
FollowupBy = DateTime.Now.AddHours(3.0), // follow-up in 3 hours
CustomerId = contact.ToEntityReference(),
Id = Guid.NewGuid()
};
_incidentId = serviceRequest.Id;
_orgContext.AddObject(serviceRequest);
_orgContext.Attach(contact);
_orgContext.AddLink(
serviceRequest,
new Relationship("incident_customer_contacts"),
contact);
SaveChangesHelper(serviceRequest, contact);
Console.WriteLine("Creating service case for contact.");
// Deactivate the Mary Kay Andersen contact record.
SetStateRequest setInactiveRequest = new SetStateRequest
{
EntityMoniker = contact.ToEntityReference(),
State = new OptionSetValue((int)ContactState.Inactive),
Status = new OptionSetValue(2)
};
_orgContext.Execute(setInactiveRequest);
Console.WriteLine("Deactivating the contact record.");
DeleteRequiredRecords(promptforDelete);
}
//</snippetBasicContextExamples1>
}
// Catch any service fault exceptions that Microsoft Dynamics CRM throws.
catch (FaultException <Microsoft.Xrm.Sdk.OrganizationServiceFault> )
{
// You can handle an exception here or pass it back to the calling method.
throw;
}
}
/// <summary>
/// This method first connects to the Organization service and creates the
/// OrganizationServiceContext. Then, several entity creation and relationship
/// operations are performed.
/// </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
{
//<snippetBasicContextExamples1>
// 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();
_service = (IOrganizationService)_serviceProxy;
CreateRequiredRecords();
// The OrganizationServiceContext is an object that wraps the service
// proxy and allows creating/updating multiple records simultaneously.
_orgContext = new OrganizationServiceContext(_service);
// Create a new contact called Mary Kay Andersen.
var contact = new Contact()
{
FirstName = "Mary Kay",
LastName = "Andersen",
Address1_Line1 = "23 Market St.",
Address1_City = "Sammamish",
Address1_StateOrProvince = "MT",
Address1_PostalCode = "99999",
Telephone1 = "12345678",
EMailAddress1 = "*****@*****.**",
Id = Guid.NewGuid()
};
_contactId = contact.Id;
_orgContext.AddObject(contact);
Console.Write("Instantiating contact, ");
// Create an account called Contoso.
var account = new Account()
{
Name = "Contoso",
Address1_City = "Redmond",
// set the account category to 'Preferred Customer'
AccountCategoryCode = new OptionSetValue(1),
LastUsedInCampaign = DateTime.Now,
MarketCap = new Money(120000),
DoNotEMail = true,
Description = "Contoso is a fictional company!",
Id = Guid.NewGuid(),
};
_accountId = account.Id;
Console.Write("instantiating account, ");
// Set Mary Kay Andersen as the primary contact
_orgContext.AddRelatedObject(
contact,
new Relationship("account_primary_contact"),
account);
SaveChangesHelper(contact, account);
Console.WriteLine("and creating both records in CRM.");
// Remove the primary contact value from Mary Kay Andersen
_orgContext.Attach(contact);
_orgContext.DeleteLink(
contact,
new Relationship("account_primary_contact"),
account);
SaveChangesHelper(contact, account);
Console.Write("Removing primary contact status, ");
// Add Mary Kay Andersen to the contact list for the account Contoso.
_orgContext.Attach(account);
_orgContext.Attach(contact);
_orgContext.AddLink(
account,
new Relationship("contact_customer_accounts"),
contact);
SaveChangesHelper(contact, account);
Console.WriteLine("and adding contact to account's contact list.");
// Add a note with a document attachment to the contact's record.
var attachment = File.OpenRead("sample.txt");
var data = new byte[attachment.Length];
attachment.Read(data, 0, (int)attachment.Length);
var note = new Annotation()
{
Subject = "Note subject...",
NoteText = "Note Details....",
DocumentBody = Convert.ToBase64String(data),
FileName = Path.GetFileName(attachment.Name),
MimeType = "text/plain",
Id = Guid.NewGuid(),
// Associate the note to the contact.
ObjectId = contact.ToEntityReference(),
ObjectTypeCode = Contact.EntityLogicalName
};
_annotationId = note.Id;
Console.Write("Instantiating a note, ");
_orgContext.AddObject(note);
_orgContext.Attach(contact);
// Set the contact as the Regarding attribute of the note.
_orgContext.AddLink(
contact,
new Relationship("Contact_Annotation"),
note);
SaveChangesHelper(note, contact);
Console.WriteLine("creating the note in CRM and linking to contact.");
// Change the owning user of the contact Mary Kay Andersen
// Find a user with an email address of "*****@*****.**"
var newOwner = (from u in _orgContext.CreateQuery<SystemUser>()
where u.InternalEMailAddress == "*****@*****.**"
select u).Single();
AssignRequest assignRequest = new AssignRequest()
{
Target = contact.ToEntityReference(),
Assignee = newOwner.ToEntityReference()
};
_orgContext.Execute(assignRequest);
Console.WriteLine("Changing ownership of contact record.");
// Create a new price list called Retail Price List.
var priceList = new PriceLevel()
{
Name = "Retail Price List",
BeginDate = DateTime.Now,
EndDate = DateTime.Now,
Description = "Contoso's primary pricelist.",
Id = Guid.NewGuid()
};
_priceLevelId = priceList.Id;
_orgContext.AddObject(priceList);
Console.Write("Instantiating price list ");
// Create a new product called Widget A.
var newProduct = new Product()
{
Name = "Widget A",
Description = "Industrial widget for hi-tech industries",
ProductStructure = new OptionSetValue(1), // 1 = Product
QuantityOnHand = 2,
ProductNumber = "WIDG-A",
Price = new Money(decimal.Parse("12.50")),
QuantityDecimal = 2, // Sets the Decimals Supported value
Id = Guid.NewGuid(),
DefaultUoMScheduleId = new EntityReference(
UoMSchedule.EntityLogicalName,
_orgContext.CreateQuery<UoMSchedule>().First().Id),
DefaultUoMId = new EntityReference(
UoM.EntityLogicalName,
_orgContext.CreateQuery<UoM>().First().Id)
};
_productId = newProduct.Id;
_orgContext.AddObject(newProduct);
Console.WriteLine("and product.");
SaveChangesHelper(priceList, newProduct);
// Add Widget A to the Retail Price List.
var priceLevelProduct = new ProductPriceLevel()
{
ProductId = newProduct.ToEntityReference(),
UoMId = newProduct.DefaultUoMId,
Amount = new Money(decimal.Parse("12.50")),
PriceLevelId = priceList.ToEntityReference(),
Id = Guid.NewGuid()
};
_productPriceLevelId = priceLevelProduct.Id;
_orgContext.AddObject(priceLevelProduct);
Console.Write("Associating product to price list, ");
// Publish the product
SetStateRequest publishRequest = new SetStateRequest
{
EntityMoniker = newProduct.ToEntityReference(),
State = new OptionSetValue((int)ProductState.Active),
Status = new OptionSetValue(1)
};
_serviceProxy.Execute(publishRequest);
Console.WriteLine("and publishing the product.");
// Create a new quote for Contoso.
var newQuote = new Quote()
{
Name = "Quotation for Contoso",
// Sets the pricelist to the one we've just created
PriceLevelId = priceList.ToEntityReference(),
Id = Guid.NewGuid(),
CustomerId = account.ToEntityReference()
};
_quoteId = newQuote.Id;
_orgContext.AddObject(newQuote);
_orgContext.Attach(account);
_orgContext.AddLink(
newQuote,
new Relationship("quote_customer_accounts"),
account);
Console.Write("Instantiating a quote, ");
// Add a quote product to this quote.
var quoteProduct = new QuoteDetail()
{
ProductId = newProduct.ToEntityReference(),
Quantity = 1,
QuoteId = newQuote.ToEntityReference(),
UoMId = newProduct.DefaultUoMId,
Id = Guid.NewGuid()
};
_quoteDetailId = quoteProduct.Id;
_orgContext.AddObject(quoteProduct);
Console.WriteLine("and adding product to quote.");
// Create a sales opportunity with Contoso.
var oppty = new Opportunity()
{
Name = "Interested in Widget A",
EstimatedCloseDate = DateTime.Now.AddDays(30.0),
EstimatedValue = new Money(decimal.Parse("300000.00")),
CloseProbability = 25, // 25% probability of closing this deal
IsRevenueSystemCalculated = false, // user-calculated revenue
OpportunityRatingCode = new OptionSetValue(2), // warm
CustomerId = account.ToEntityReference(),
Id = Guid.NewGuid()
};
_opportunityId = oppty.Id;
_orgContext.AddObject(oppty);
Console.Write("Instantiating opportunity, ");
//_orgContext.AddLink(
// oppty,
// new Relationship("opportunity_customer_accounts"),
// account);
SaveChangesHelper(priceList, newQuote, newProduct, priceLevelProduct,
quoteProduct, oppty, account);
Console.WriteLine("and creating all records in CRM.");
// Associate quote to contact, which adds the Contact record in the
// "Other Contacts" section of a Quote record.
_orgContext.Attach(contact);
_orgContext.Attach(newQuote);
_orgContext.AddLink(
contact,
new Relationship("contactquotes_association"),
newQuote);
SaveChangesHelper(contact, newQuote);
Console.WriteLine("Associating contact and quote.");
// Create a case for Mary Kay Andersen.
var serviceRequest = new Incident()
{
Title = "Problem with Widget B",
PriorityCode = new OptionSetValue(1), // 1 = High
CaseOriginCode = new OptionSetValue(1), // 1 = Phone
CaseTypeCode = new OptionSetValue(2), // 2 = Problem
SubjectId =
new EntityReference(
Subject.EntityLogicalName,
_orgContext.CreateQuery<Subject>()
.First().Id), // use the default subject
Description = "Customer can't switch the product on.",
FollowupBy = DateTime.Now.AddHours(3.0), // follow-up in 3 hours
CustomerId = contact.ToEntityReference(),
Id = Guid.NewGuid()
};
_incidentId = serviceRequest.Id;
_orgContext.AddObject(serviceRequest);
_orgContext.Attach(contact);
_orgContext.AddLink(
serviceRequest,
new Relationship("incident_customer_contacts"),
contact);
SaveChangesHelper(serviceRequest, contact);
Console.WriteLine("Creating service case for contact.");
// Deactivate the Mary Kay Andersen contact record.
SetStateRequest setInactiveRequest = new SetStateRequest
{
EntityMoniker = contact.ToEntityReference(),
State = new OptionSetValue((int)ContactState.Inactive),
Status = new OptionSetValue(2)
};
_orgContext.Execute(setInactiveRequest);
Console.WriteLine("Deactivating the contact record.");
DeleteRequiredRecords(promptforDelete);
}
//</snippetBasicContextExamples1>
}
// 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;
}
}