/// <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
}
