/// <summary>
        /// Creates any entity records that this sample requires.
        /// </summary>
        public void CreateRequiredRecords()
        {
            // For this sample, all required entities are created in the Run() method.
            // Create/retrieve a user to get associated user details.
            SystemUser user = _serviceProxy.Retrieve(SystemUser.EntityLogicalName,
                                                     SystemUserProvider.RetrieveAUserWithoutAnyRoleAssigned(_serviceProxy),
                                                     new ColumnSet(new String[] { "domainname", "firstname", "lastname" })).ToEntity <SystemUser>();


            // Extract the domain, username, firstname and lastname from the user record.
            String[] userPath = user.DomainName.Split(new char[] { '\\' });
            if (userPath.Length > 1)
            {
                _domain   = userPath[0] + "\\";
                _userName = userPath[1];
            }
            else
            {
                _domain   = String.Empty;
                _userName = userPath[0];
            }

            _firstName = user.FirstName;
            _lastName  = user.LastName;
        }
Ejemplo n.º 2
0
        /// <summary>
        /// Creates any entity records that this sample requires.
        /// </summary>
        public void CreateRequiredRecords()
        {
            // Get the user from the Helper.
            _userId = SystemUserProvider.RetrieveMarketingManager(_serviceProxy);
            Console.Write("User retrieved, ");

            // Retrieve the security role needed to assign to the user.
            QueryExpression roleQuery = new QueryExpression
            {
                EntityName = Role.EntityLogicalName,
                ColumnSet  = new ColumnSet("roleid"),
                Criteria   =
                {
                    Conditions =
                    {
                        new ConditionExpression("name", ConditionOperator.Equal,
                                                "Marketing Manager")
                    }
                }
            };

            Role role = (Role)_serviceProxy.RetrieveMultiple(roleQuery).Entities[0];

            _roleId = role.Id;

            // Retrieve the default business unit needed to create the team.
            QueryExpression queryDefaultBusinessUnit = new QueryExpression
            {
                EntityName = BusinessUnit.EntityLogicalName,
                ColumnSet  = new ColumnSet("businessunitid"),
                Criteria   =
                {
                    Conditions =
                    {
                        new ConditionExpression("parentbusinessunitid", ConditionOperator.Null)
                    }
                }
            };

            // Execute the query.
            BusinessUnit defaultBusinessUnit = (BusinessUnit)_serviceProxy.RetrieveMultiple(
                queryDefaultBusinessUnit).Entities[0];

            // Instantiate a team entity record and set its property values.
            // See the Entity Metadata topic in the SDK documentation to determine
            // which attributes must be set for each entity.
            Team setupTeam = new Team
            {
                Name           = "ABC Management Team",
                BusinessUnitId = new EntityReference(BusinessUnit.EntityLogicalName,
                                                     defaultBusinessUnit.Id)
            };

            // Create a team record.
            _teamId = _serviceProxy.Create(setupTeam);
            Console.Write("Created Team, ");
        }
Ejemplo n.º 3
0
        /// <summary>
        /// This method creates any entity records that this sample requires.
        /// Create source queue and destination queue.
        /// Create a letter  entity.
        /// Add letter  entity to source queue.
        /// </summary>
        public void CreateRequiredRecords()
        {
            var QueueViewType = new
            {
                Public  = 0,
                Private = 1
            };
            //Create new queues and store their returned GUIDs in variables for later use.
            Queue sourceQueue = new Queue
            {
                Name          = "Source Queue",
                Description   = "This is an example queue.",
                QueueViewType = new OptionSetValue(QueueViewType.Private)
            };

            _sourceQueueId = _serviceProxy.Create(sourceQueue);
            Console.WriteLine("Created {0}", sourceQueue.Name);

            Queue destinationQueue = new Queue
            {
                Name          = "Destination Queue",
                Description   = "This is an example queue.",
                QueueViewType = new OptionSetValue(QueueViewType.Private)
            };

            _destinationQueueId = _serviceProxy.Create(destinationQueue);
            Console.WriteLine("Created {0}", destinationQueue.Name);


            // Create a letter  entity.
            Letter newLetter = new Letter
            {
                Description = "Example Letter"
            };

            _letterId = _serviceProxy.Create(newLetter);
            Console.WriteLine("Created {0}", newLetter.Description);

            // Use AddToQueue message to add an  entity into a queue, which will associate
            // the letter with the first queue.
            AddToQueueRequest addToSourceQueue = new AddToQueueRequest
            {
                DestinationQueueId = _sourceQueueId,
                Target             = new EntityReference(Letter.EntityLogicalName, _letterId)
            };

            _serviceProxy.Execute(addToSourceQueue);
            Console.WriteLine("Added letter record to {0}", sourceQueue.Name);

            // Retrieve/create a user record for assigning the queue item to the user's
            // queue.
            _userId = SystemUserProvider.RetrieveSalesManager(_serviceProxy);

            return;
        }
        /// <summary>
        /// Creates any entity records that this sample requires.
        /// </summary>
        public void CreateRequiredRecords()
        {
            // For this sample, all required entities are created in the Run() method.
            // Create/Retrieve a user.
            _userId = SystemUserProvider.RetrieveAUserWithoutAnyRoleAssigned(_serviceProxy);

            if (_userId != Guid.Empty)
            {
                Console.WriteLine("{0} user retrieved.", _userId);
            }
        }
Ejemplo n.º 5
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        /// <summary>
        /// This method creates any entity records that this sample requires.
        /// </summary>
        public void CreateRequiredRecords()
        {
            // Get the current user's information.
            WhoAmIRequest  userRequest  = new WhoAmIRequest();
            WhoAmIResponse userResponse = (WhoAmIResponse)_serviceProxy.Execute(userRequest);

            _currentUserId = userResponse.UserId;

            // Create another user, Kevin Cook.
            _otherUserId = SystemUserProvider.RetrieveSalesManager(_serviceProxy);
        }
Ejemplo n.º 6
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        /// <summary>
        /// Creates any entity records that this sample requires.
        /// </summary>
        public void CreateRequiredRecords()
        {
            // Create a second user that we will reference in our sample code.
            Guid userId = SystemUserProvider.RetrieveSalesManager(_serviceProxy);

            // Modify email address of user for sample.
            SystemUser systemUser = new SystemUser
            {
                Id = userId,
                InternalEMailAddress = "*****@*****.**"
            };

            _service.Update(systemUser);
        }
        /// <summary>
        /// Creates any entity records that this sample requires.
        /// </summary>
        public void CreateRequiredRecords()
        {
            // Retrieve a sales manager.
            _salesManagerId =
                SystemUserProvider.RetrieveMarketingManager(_serviceProxy);

            // Create an account.
            Account account = new Account()
            {
                Name          = "Fourth Coffee",
                Address1_City = "Seattle"
            };

            _accountId = _serviceProxy.Create(account);
        }
        /// <summary>
        /// Creates any entity records that this sample requires.
        /// </summary>
        public void CreateRequiredRecords()
        {
            // Get the GUID of the Marketing Manager
            _userId = SystemUserProvider.RetrieveMarketingManager(_serviceProxy);

            // Instantiate an Account object.
            // See the Entity Metadata topic in the SDK documentation to determine
            // which attributes must be set for each entity.
            Account setupAccount = new Account()
            {
                Name = "Fourth Coffee"
            };

            _accountId = _service.Create(setupAccount);
        }
        /// <summary>
        /// Creates any entity records that this sample requires.
        /// </summary>
        public void CreateRequiredRecords()
        {
            // For this sample, all required entities are created in the Run() method.
            // Obtain the current user's information.
            WhoAmIRequest  who           = new WhoAmIRequest();
            WhoAmIResponse whoResp       = (WhoAmIResponse)_serviceProxy.Execute(who);
            Guid           currentUserId = whoResp.UserId;

            SystemUser currentUser =
                _serviceProxy.Retrieve(SystemUser.EntityLogicalName,
                                       currentUserId,
                                       new ColumnSet("domainname")).ToEntity <SystemUser>();

            // Extract the domain and create the LDAP object.
            String[] userPath = currentUser.DomainName.Split(new char[] { '\\' });
            if (userPath.Length > 1)
            {
                _domain = userPath[0] + "\\";
            }
            else
            {
                _domain = String.Empty;
            }

            SystemUser existingUser = SystemUserProvider.GetUserIdIfExist(_serviceProxy,
                                                                          _domain, _userName, _firstName, _lastName);

            if (existingUser != null)
            {
                throw new Exception("User already exist!");
            }

            // Set up an Active Directory account in the current domain for this sample.
            String  ldapPath     = String.Empty;
            Boolean accountSetup = SystemUserProvider.CreateADAccount(_userName,
                                                                      _firstName, _lastName, _serviceProxy, ref ldapPath);

            if (accountSetup)
            {
                Console.WriteLine("An AD account created for '{0}, {1}'", _lastName, _firstName);
            }
            else
            {
                Console.WriteLine("AD account already exist for '{0}, {1}'", _lastName, _firstName);
            }
        }
        /// <summary>
        /// Creates any entity records that this sample requires.
        /// </summary>
        public void CreateRequiredRecords()
        {
            // For this sample, all required entities are created in the Run() method.
            // Create/retrieve a user and associate a role.

            _userId = SystemUserProvider.RetrieveAUserWithoutAnyRoleAssigned(_serviceProxy);
            // Find the role.
            QueryExpression query = new QueryExpression
            {
                EntityName = Role.EntityLogicalName,
                ColumnSet  = new ColumnSet("roleid"),
                Criteria   = new FilterExpression
                {
                    Conditions =
                    {
                        new ConditionExpression
                        {
                            AttributeName = "name",
                            Operator      = ConditionOperator.Equal,
                            Values        = { _givenRole }
                        }
                    }
                }
            };

            // Get the role.
            EntityCollection roles = _serviceProxy.RetrieveMultiple(query);

            if (roles.Entities.Count > 0)
            {
                Role salesRole = _serviceProxy.RetrieveMultiple(query).Entities[0].ToEntity <Role>();

                // Associate the user with the role for this sample.
                if (salesRole != null & amp; &amp; _userId != Guid.Empty)
                {
                    _serviceProxy.Associate(
                        "systemuser",
                        _userId,
                        new Relationship("systemuserroles_association"),
                        new EntityReferenceCollection()
                    {
                        new EntityReference(Role.EntityLogicalName, salesRole.Id)
                    });
                }
            }
        }
Ejemplo n.º 11
0
        /// <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
        }
Ejemplo n.º 12
0
        /// <summary>
        /// This method creates any entity records that this sample requires.
        /// Creates the visualization.
        /// </summary>
        public void CreateRequiredRecords()
        {
            // Create a sample account
            Account setupAccount = new Account {
                Name = "Sample Account"
            };

            _accountId = _serviceProxy.Create(setupAccount);
            Console.WriteLine("Created {0}.", setupAccount.Name);

            // Create some oppotunity records for the visualization
            Opportunity[] setupOpportunities = new Opportunity[]
            {
                new Opportunity
                {
                    Name           = "Sample Opp 01",
                    EstimatedValue = new Money(120000.00m),
                    ActualValue    = new Money(100000.00m),
                    CustomerId     = new EntityReference(Account.EntityLogicalName,
                                                         _accountId),
                    StepName = "Open"
                },
                new Opportunity
                {
                    Name           = "Sample Opp 02",
                    EstimatedValue = new Money(240000.00m),
                    ActualValue    = new Money(200000.00m),
                    CustomerId     = new EntityReference(Account.EntityLogicalName,
                                                         _accountId),
                    StepName = "Open"
                },
                new Opportunity
                {
                    Name           = "Sample Opp 03",
                    EstimatedValue = new Money(360000.00m),
                    ActualValue    = new Money(300000.00m),
                    CustomerId     = new EntityReference(Account.EntityLogicalName,
                                                         _accountId),
                    StepName = "Open"
                },
                new Opportunity
                {
                    Name           = "Sample Opp 04",
                    EstimatedValue = new Money(500000.00m),
                    ActualValue    = new Money(500000.00m),
                    CustomerId     = new EntityReference(Account.EntityLogicalName,
                                                         _accountId),
                    StepName = "Open"
                },
                new Opportunity
                {
                    Name           = "Sample Opp 05",
                    EstimatedValue = new Money(110000.00m),
                    ActualValue    = new Money(60000.00m),
                    CustomerId     = new EntityReference(Account.EntityLogicalName,
                                                         _accountId),
                    StepName = "Open"
                },
                new Opportunity
                {
                    Name           = "Sample Opp 06",
                    EstimatedValue = new Money(90000.00m),
                    ActualValue    = new Money(70000.00m),
                    CustomerId     = new EntityReference(Account.EntityLogicalName,
                                                         _accountId),
                    StepName = "Open"
                },
                new Opportunity
                {
                    Name           = "Sample Opp 07",
                    EstimatedValue = new Money(620000.00m),
                    ActualValue    = new Money(480000.00m),
                    CustomerId     = new EntityReference(Account.EntityLogicalName,
                                                         _accountId),
                    StepName = "Open"
                },
                new Opportunity
                {
                    Name           = "Sample Opp 08",
                    EstimatedValue = new Money(440000.00m),
                    ActualValue    = new Money(400000.00m),
                    CustomerId     = new EntityReference(Account.EntityLogicalName,
                                                         _accountId),
                    StepName = "Open"
                },
                new Opportunity
                {
                    Name           = "Sample Opp 09",
                    EstimatedValue = new Money(410000.00m),
                    ActualValue    = new Money(400000.00m),
                    CustomerId     = new EntityReference(Account.EntityLogicalName,
                                                         _accountId),
                    StepName = "Open"
                },
                new Opportunity
                {
                    Name           = "Sample Opp 10",
                    EstimatedValue = new Money(650000.00m),
                    ActualValue    = new Money(650000.00m),
                    CustomerId     = new EntityReference(Account.EntityLogicalName,
                                                         _accountId),
                    StepName = "Open"
                }
            };

            _opportunitiyIds = (from opp in setupOpportunities
                                select _serviceProxy.Create(opp)).ToArray();

            Console.WriteLine("Created few opportunity records for {0}.", setupAccount.Name);

            // Create a visualization

            // Set The presentation XML string.
            string presentationXml = @"
                    <Chart Palette='BrightPastel'>
                        <Series>
                            <Series _Template_='All' ShadowOffset='2' 
                                BorderColor='64, 64, 64' BorderDashStyle='Solid'
                                BorderWidth='1' IsValueShownAsLabel='true' 
                                Font='Tahoma, 6.75pt, GdiCharSet=0' 
                                LabelForeColor='100, 100, 100'
                                CustomProperties='FunnelLabelStyle=Outside' 
                                ChartType='Funnel'>
                                <SmartLabelStyle Enabled='True' />
                                <Points />
                            </Series>
                         </Series>
                        <ChartAreas>
                            <ChartArea _Template_='All' BackColor='Transparent'
                                BorderColor='Transparent' 
                                BorderDashStyle='Solid'>
                                <Area3DStyle Enable3D='True' 
                                    IsClustered='True'/>
                            </ChartArea>
                        </ChartAreas>
                        <Legends>
                            <Legend _Template_='All' Alignment='Center' 
                                LegendStyle='Table' Docking='Bottom' 
                                IsEquallySpacedItems='True' BackColor='White'
                                BorderColor='228, 228, 228' BorderWidth='0' 
                                Font='Tahoma, 8pt, GdiCharSet=0' 
                                ShadowColor='0, 0, 0, 0' 
                                ForeColor='100, 100, 100'>
                            </Legend>
                        </Legends>
                        <Titles>
                            <Title _Template_='All'
                                Font='Tahoma, 9pt, style=Bold, GdiCharSet=0'
                                ForeColor='102, 102, 102'>
                            </Title>
                        </Titles>
                        <BorderSkin PageColor='Control'
                            BackColor='CornflowerBlue'
                            BackSecondaryColor='CornflowerBlue' />
                    </Chart>
                    ";

            // Set the data XML string.
            string dataXml = @"
                    <datadefinition>
                        <fetchcollection>
                            <fetch mapping='logical' count='10' 
                                aggregate='true'>
                                <entity name='opportunity'>
                                    <attribute name='actualvalue_base' 
                                        aggregate='sum' 
                                        alias='sum_actualvalue_base' />
                                    <attribute name='stepname' groupby='true' 
                                        alias='stepname' />
                                    <order alias='stepname' descending='false'/>
                                </entity>
                            </fetch>
                        </fetchcollection>
                        <categorycollection>
                            <category>
                                <measurecollection>
                                    <measure alias='sum_actualvalue_base'/>
                                </measurecollection>
                            </category>
                        </categorycollection>
                    </datadefinition>
                    ";

            // Create the visualization entity instance.
            UserQueryVisualization newUserOwnedVisualization = new UserQueryVisualization
            {
                Name                    = "Sample User Visualization",
                Description             = "Sample user-owned visualization.",
                PresentationDescription = presentationXml,
                DataDescription         = dataXml,
                PrimaryEntityTypeCode   = Opportunity.EntityLogicalName,
            };

            _userOwnedVisualizationId = _serviceProxy.Create(newUserOwnedVisualization);

            Console.WriteLine("Created {0}.", newUserOwnedVisualization.Name);

            // Create another user to whom the visualization will be assigned.
            _otherUserId = SystemUserProvider.RetrieveSalesManager(_serviceProxy);
        }
Ejemplo n.º 13
0
        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;
            }
        }
Ejemplo n.º 14
0
        /// <summary>
        /// Creates any entity records that this sample requires.
        /// </summary>
        public void CreateRequiredRecords()
        {
            // Create a unique identifier for this sample for preventing name conflicts.
            var sampleIdentifier = Guid.NewGuid();

            // Retrieve/create the system users to use for the sample.
            var ldapPath = String.Empty;

            _systemUserIds = SystemUserProvider.RetrieveDelegates(
                _serviceProxy, ref ldapPath);

            // 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);
            var businessUnit       = businessUnitResult.Entities[0].ToEntity <BusinessUnit>();

            // Get the GUID of the current user.
            var who         = new WhoAmIRequest();
            var whoResponse = (WhoAmIResponse)_serviceProxy.Execute(who);

            _currentUserId = whoResponse.UserId;

            // Create a team for use in the sample.
            var team = new Team
            {
                AdministratorId = new EntityReference(
                    "systemuser", _currentUserId),
                Name           = String.Format("User Access Sample Team {0}", sampleIdentifier),
                BusinessUnitId = businessUnit.ToEntityReference()
            };

            _teamId = _serviceProxy.Create(team);

            // Add the second user to the newly created team.
            var addToTeamRequest = new AddMembersTeamRequest
            {
                TeamId    = _teamId,
                MemberIds = new[] { _systemUserIds[1] }
            };

            _serviceProxy.Execute(addToTeamRequest);

            // Create a lead for use in the sample.
            var lead = new Lead
            {
                CompanyName = "User Access Sample Company",
                FirstName   = "Sample",
                LastName    = "Lead",
                Subject     = "User Access Sample Lead",
            };

            _leadId = _serviceProxy.Create(lead);

            // Create a task to associate to the lead.
            var leadReference = new EntityReference(Lead.EntityLogicalName, _leadId);
            var task          = new Task
            {
                Subject           = "User Access Sample Task",
                RegardingObjectId = leadReference
            };

            _taskId = _serviceProxy.Create(task);

            // Create a letter to associate to the lead.
            var letter = new Letter
            {
                Subject           = "User Access Sample Letter",
                RegardingObjectId = leadReference
            };

            _serviceProxy.Create(letter);
        }
Ejemplo n.º 15
0
        /// <summary>
        /// This method creates any entity records that this sample requires.
        /// Creates the dashboard.
        /// </summary>
        public void CreateRequiredRecords()
        {
            //Grab the default public view for opportunities.
            QueryExpression mySavedQuery = new QueryExpression
            {
                ColumnSet  = new ColumnSet("savedqueryid"),
                EntityName = SavedQuery.EntityLogicalName,
                Criteria   = new FilterExpression
                {
                    Conditions =
                    {
                        new ConditionExpression
                        {
                            AttributeName = "isdefault",
                            Operator      = ConditionOperator.Equal,
                            Values        = { true   }
                        },
                        new ConditionExpression
                        {
                            AttributeName = "querytype",
                            Operator      = ConditionOperator.Equal,
                            Values        = {      0 }
                        },
                        new ConditionExpression
                        {
                            AttributeName = "returnedtypecode",
                            Operator      = ConditionOperator.Equal,
                            Values        = { Opportunity.EntityTypeCode }
                        }
                    }
                }
            };

            //This query should return one and only one result.
            SavedQuery defaultOpportunityQuery = _serviceProxy.RetrieveMultiple(mySavedQuery)
                                                 .Entities.Select(x => (SavedQuery)x).FirstOrDefault();

            // Retrieve visualizations out of the system.
            // This sample assumes that you have the "Top Opportunities"
            // visualization that is installed with Microsoft Dynamics CRM.
            QueryByAttribute visualizationQuery = new QueryByAttribute
            {
                EntityName = SavedQueryVisualization.EntityLogicalName,
                ColumnSet  = new ColumnSet("savedqueryvisualizationid"),
                Attributes = { "name" },
                //If you do not have this visualization, you will need to change
                //this line.
                Values = { "Top Opportunities" }
            };


            SavedQueryVisualization visualization = _serviceProxy.RetrieveMultiple(visualizationQuery).
                                                    Entities.Select(x => (SavedQueryVisualization)x).FirstOrDefault();

            //This is the language code for U.S. English. If you are running this code
            //in a different locale, you will need to modify this value.
            int languageCode = 1033;

            //We set up our dashboard and specify the FormXml. Refer to the
            //FormXml schema in the Microsoft Dynamics CRM SDK for more information.
            UserForm dashboard = new UserForm
            {
                Name        = "Sample User Dashboard",
                Description = "Sample user-owned dashboard.",
                FormXml     = String.Format(@"<form>
                                <tabs>
                                    <tab name='Test Dashboard' verticallayout='true'>
                                        <labels>
                                            <label description='Sample User Dashboard' languagecode='{0}' />
                                        </labels>
                                        <columns>
                                            <column width='100%'>
                                                <sections>
                                                    <section name='Information Section'
                                                        showlabel='false' showbar='false'
                                                        columns='111'>
                                                        <labels>
                                                            <label description='Information Section'
                                                                languagecode='{0}' />
                                                        </labels>
                                                        <rows>
                                                            <row>
                                                                <cell colspan='1' rowspan='10' 
                                                                    showlabel='false'>
                                                                    <labels>
                                                                        <label description='Top Opportunities - 1'
                                                                        languagecode='{0}' />
                                                                    </labels>
                                                                    <control id='Top10Opportunities'
                                                                        classid='{{E7A81278-8635-4d9e-8D4D-59480B391C5B}}'>
                                                                        <parameters>
                                                                            <ViewId>{1}</ViewId>
                                                                            <IsUserView>false</IsUserView>
                                                                            <RelationshipName />
                                                                            <TargetEntityType>opportunity</TargetEntityType>
                                                                            <AutoExpand>Fixed</AutoExpand>
                                                                            <EnableQuickFind>false</EnableQuickFind>
                                                                            <EnableViewPicker>false</EnableViewPicker>
                                                                            <EnableJumpBar>false</EnableJumpBar>
                                                                            <ChartGridMode>Chart</ChartGridMode>
                                                                            <VisualizationId>{2}</VisualizationId>
                                                                            <EnableChartPicker>false</EnableChartPicker>
                                                                            <RecordsPerPage>10</RecordsPerPage>
                                                                        </parameters>
                                                                    </control>
                                                                </cell>
                                                                <cell colspan='1' rowspan='10' 
                                                                    showlabel='false'>
                                                                    <labels>
                                                                        <label description='Top Opportunities - 2'
                                                                        languagecode='{0}' />
                                                                    </labels>
                                                                    <control id='Top10Opportunities2'
                                                                        classid='{{E7A81278-8635-4d9e-8D4D-59480B391C5B}}'>
                                                                        <parameters>
                                                                            <ViewId>{1}</ViewId>
                                                                            <IsUserView>false</IsUserView>
                                                                            <RelationshipName />
                                                                            <TargetEntityType>opportunity</TargetEntityType>
                                                                            <AutoExpand>Fixed</AutoExpand>
                                                                            <EnableQuickFind>false</EnableQuickFind>
                                                                            <EnableViewPicker>false</EnableViewPicker>
                                                                            <EnableJumpBar>false</EnableJumpBar>
                                                                            <ChartGridMode>Grid</ChartGridMode>
                                                                            <VisualizationId>{2}</VisualizationId>
                                                                            <EnableChartPicker>false</EnableChartPicker>
                                                                            <RecordsPerPage>10</RecordsPerPage>
                                                                        </parameters>
                                                                    </control>
                                                                </cell>
                                                            </row>
                                                            <row />
                                                            <row />
                                                            <row />
                                                            <row />
                                                            <row />
                                                            <row />
                                                            <row />
                                                            <row />
                                                            <row />
                                                        </rows>
                                                    </section>
                                                </sections>
                                            </column>
                                        </columns>
                                    </tab>
                                </tabs>
                            </form>",
                                            languageCode,
                                            defaultOpportunityQuery.SavedQueryId.Value.ToString("B"),
                                            visualization.SavedQueryVisualizationId.Value.ToString("B"))
            };

            _userDashboardId = _serviceProxy.Create(dashboard);

            Console.WriteLine("Created {0}.", dashboard.Name);

            // Create another user to whom the dashboard will be assigned.
            _otherUserId = SystemUserProvider.RetrieveSalesManager(_serviceProxy);
        }
Ejemplo n.º 16
0
 /// <summary>
 /// Creates any entity records that this sample requires.
 /// </summary>
 public void CreateRequiredRecords()
 {
     // Create a second user that we will impersonate in our sample code.
     SystemUserProvider.RetrieveSalesManager(_serviceProxy);
 }
Ejemplo n.º 17
0
 /// <summary>
 /// Creates any entity records that this sample requires.
 /// </summary>
 public void CreateRequiredRecords()
 {
     // For this sample, all required entities are created in the Run() method.
     // Retrieve a user.
     _userId = SystemUserProvider.RetrieveAUserWithoutAnyRoleAssigned(_serviceProxy);
 }
        /// <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>
        /// Helper method to create an active directory account
        /// </summary>
        /// <param name="userName">The username field as set in Microsoft Dynamics CRM</param>
        /// <param name="firstName">The first name of the system user to be retrieved</param>
        /// <param name="lastName">The last name of the system user to be retrieved</param>
        /// <param name="serviceProxy">The OrganizationServiceProxy object to your Microsoft
        /// Dynamics CRM environment</param>
        /// <param name="ldapPath">The LDAP path for your network - you can either call
        /// ConsolePromptForLDAPPath() to prompt the user or provide a value in code</param>
        /// <returns>Return true if new account is created or return false if account already exist.</returns>
        public static Boolean CreateADAccount(String userName,
                                              String firstName,
                                              String lastName,
                                              OrganizationServiceProxy serviceProxy,
                                              ref String ldapPath)
        {
            // Check to make sure this is not Microsoft Dynamics CRM Online.
            if (serviceProxy.ServiceConfiguration.AuthenticationType == AuthenticationProviderType.LiveId ||
                serviceProxy.ServiceConfiguration.AuthenticationType == AuthenticationProviderType.OnlineFederation)
            {
                throw new Exception(String.Format("To run this sample, {0} {1} must be an active system user " +
                                                  "\nin your Microsoft Dynamics CRM Online organization.", firstName, lastName));
            }

            if (String.IsNullOrEmpty(ldapPath))
            {
                ldapPath = SystemUserProvider.ConsolePromptForLDAPPath();
            }

            // Create an Active Directory user account if it doesn't exist already.
            if (String.IsNullOrEmpty(ldapPath))
            {
                throw new ArgumentException("Required argument ldapPath was not provided.");
            }

            DirectoryEntry directoryEntry;

            if (serviceProxy.ClientCredentials.Windows != null)
            {
                string LUser = serviceProxy.ClientCredentials.Windows.ClientCredential.UserName;
                string LPwd  = serviceProxy.ClientCredentials.Windows.ClientCredential.Password;
                directoryEntry = new DirectoryEntry(ldapPath, LUser, LPwd);
            }
            else
            {
                directoryEntry = new DirectoryEntry(ldapPath);
            }

            DirectoryEntry userADAccount = null;

            // Search AD to see if the user already exists.
            DirectorySearcher search = new DirectorySearcher(directoryEntry);

            search.Filter = String.Format("(sAMAccountName={0})", userName);
            search.PropertiesToLoad.Add("samaccountname");
            search.PropertiesToLoad.Add("givenname");
            search.PropertiesToLoad.Add("sn");
            search.PropertiesToLoad.Add("cn");
            SearchResult result         = search.FindOne();
            Boolean      accountCreated = false;

            if (result == null)
            {
                // Create the Active Directory account.
                userADAccount = directoryEntry.Children.Add("CN= " + userName, "user");
                userADAccount.Properties["samAccountName"].Value = userName;
                userADAccount.Properties["givenName"].Value      = firstName;
                userADAccount.Properties["sn"].Value             = lastName;
                userADAccount.CommitChanges();
                accountCreated = true;
            }
            else
            {
                // Use the existing AD account.
                userADAccount  = result.GetDirectoryEntry();
                accountCreated = false;
            }

            // Set the password for the account.
            String password = "******";

            userADAccount.Invoke("SetPassword", new object[] { password });
            userADAccount.CommitChanges();
            directoryEntry.Close();
            userADAccount.Close();

            // Enable the newly created Active Directory account.
            userADAccount.Properties["userAccountControl"].Value =
                (int)userADAccount.Properties["userAccountControl"].Value & ~0x2;
            userADAccount.CommitChanges();

            // Wait 10 seconds for the AD account to propagate.
            Thread.Sleep(10000);
            return(accountCreated);
        }
        /// <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);
            _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 a sales manager.
            _salesManagerId =
                SystemUserProvider.RetrieveMarketingManager(_serviceProxy);

            #endregion

            #region Create PhoneCall record and supporting account

            Account newAccount = new Account
            {
                Name = "Margie's Travel",
                Address1_PostalCode = "99999"
            };
            _accountId    = (_serviceProxy.Create(newAccount));
            newAccount.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    = newAccount.ToEntityReference(),
                ActivityId = new EntityReference
                {
                    Id          = _phoneCallId,
                    LogicalName = PhoneCall.EntityLogicalName,
                },
                ParticipationTypeMask = new OptionSetValue(9)
            };

            ActivityParty activityPartyClosed = new ActivityParty()
            {
                PartyId    = newAccount.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 }
            };
            _serviceProxy.Create(phoneCall);

            // Create a second phone call to close
            phoneCall = new PhoneCall()
            {
                Id            = _phoneCall2Id,
                Subject       = "Sample Phone Call 2",
                DirectionCode = false,
                To            = new ActivityParty[] { activityParty },
                ActualEnd     = DateTime.Now
            };
            _serviceProxy.Create(phoneCall);

            // Close the second phone call.
            SetStateRequest closePhoneCall = new SetStateRequest()
            {
                EntityMoniker = phoneCall.ToEntityReference(),
                State         = new OptionSetValue(1),
                Status        = new OptionSetValue(4)
            };
            _serviceProxy.Execute(closePhoneCall);

            #endregion
        }
Ejemplo n.º 23
0
        /// <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
        }