public static void CreateRequiredRecords(CrmServiceClient service)
{
// Get the current user.
WhoAmIRequest userRequest = new WhoAmIRequest();
WhoAmIResponse userResponse = (WhoAmIResponse)service.Execute(userRequest);
_userId = userResponse.UserId;
// Create the activity party for sending and receiving the fax.
ActivityParty party = new ActivityParty
{
PartyId = new EntityReference(SystemUser.EntityLogicalName, _userId)
};
// Create the fax object.
Fax fax = new Fax
{
Subject = "Sample Fax",
From = new ActivityParty[] { party },
To = new ActivityParty[] { party }
};
_faxId = service.Create(fax);
Console.WriteLine("Created a fax: '{0}'.", fax.Subject);
}
/// <summary>
/// This method creates any entity records that this sample requires.
/// Creates the email activity.
/// </summary>
public static void CreateRequiredRecords(CrmServiceClient service)
{
var userRequest = new WhoAmIRequest();
WhoAmIResponse user = (WhoAmIResponse)service.Execute(userRequest);
// Current user.
_myUserId = user.UserId;
// Query to retrieve other users.
var querySystemUser = new QueryExpression
{
EntityName = SystemUser.EntityLogicalName,
ColumnSet = new ColumnSet(new String[] { "systemuserid", "fullname" }),
Criteria = new FilterExpression()
};
querySystemUser.Criteria.AddCondition("businessunitid",
ConditionOperator.Equal, user.BusinessUnitId);
querySystemUser.Criteria.AddCondition("systemuserid",
ConditionOperator.NotEqual, _myUserId);
// Excluding SYSTEM user.
querySystemUser.Criteria.AddCondition("lastname",
ConditionOperator.NotEqual, "SYSTEM");
// Excluding INTEGRATION user.
querySystemUser.Criteria.AddCondition("lastname",
ConditionOperator.NotEqual, "INTEGRATION");
DataCollection <Entity> otherUsers = service.RetrieveMultiple(
querySystemUser).Entities;
int count = service.RetrieveMultiple(querySystemUser).Entities.Count;
if (count > 0)
{
_otherUserId = (Guid)otherUsers[count - 1].Attributes["systemuserid"];
Console.WriteLine("Retrieved new owner {0} for assignment.",
otherUsers[count - 1].Attributes["fullname"]);
}
else
{
throw new FaultException(
"No other user found in the current business unit for assignment.");
}
// Create an Account record
Account newAccount = new Account
{
Name = "Example Account"
};
_accountId = service.Create(newAccount);
Console.WriteLine("Created {0}", newAccount.Name);
return;
}
/// <summary>
/// This method creates any entity records that this sample requires.
/// </summary>
public static void CreateRequiredRecords(CrmServiceClient service)
{
// Get the current user's information.
WhoAmIRequest userRequest = new WhoAmIRequest();
WhoAmIResponse userResponse = (WhoAmIResponse)service.Execute(userRequest);
_currentUserId = userResponse.UserId;
// Create another user, Kevin Cook.
_otherUserId = SystemUserProvider.RetrieveSalesManager(service);
}
/// <summary>
/// This method creates any entity records that this sample requires.
/// </summary>
public static void CreateRequiredRecords(CrmServiceClient service)
{
// Create a contact to send an email to (To: field)
Contact emailContact = new Contact
{
FirstName = "David",
LastName = "Pelton",
EMailAddress1 = "*****@*****.**",
DoNotEMail = false
};
_contactId = service.Create(emailContact);
Console.WriteLine("Created a sample contact.");
// Get a system user to send the email (From: field)
WhoAmIRequest systemUserRequest = new WhoAmIRequest();
WhoAmIResponse systemUserResponse = (WhoAmIResponse)service.Execute(systemUserRequest);
_userId = systemUserResponse.UserId;
}
public static WhoAmIResponse WhoAmI(HttpClient client)
{
WhoAmIResponse returnValue = new WhoAmIResponse();
//Send the WhoAmI request to the Web API using a GET request.
HttpResponseMessage response = client.GetAsync("WhoAmI",
HttpCompletionOption.ResponseHeadersRead).Result;
if (response.IsSuccessStatusCode)
{
//Get the response content and parse it.
JObject body = JObject.Parse(response.Content.ReadAsStringAsync().Result);
returnValue.BusinessUnitId = (Guid)body["BusinessUnitId"];
returnValue.UserId = (Guid)body["UserId"];
returnValue.OrganizationId = (Guid)body["OrganizationId"];
}
else
{
throw new Exception(string.Format("The WhoAmI request failed with a status of '{0}'",
response.ReasonPhrase));
}
return(returnValue);
}
[STAThread] // Added to support UX
static void Main(string[] args)
{
CrmServiceClient service = null;
try
{
service = SampleHelpers.Connect("Connect");
if (service.IsReady)
{
#region Sample Code
//////////////////////////////////////////////
#region Set up
SetUpSample(service);
#endregion Set up
// Get the current user's information.
WhoAmIRequest userRequest = new WhoAmIRequest();
WhoAmIResponse userResponse = (WhoAmIResponse)service.Execute(userRequest);
// Retrieve the working hours of the current user.
QueryScheduleRequest scheduleRequest = new QueryScheduleRequest
{
ResourceId = userResponse.UserId,
Start = DateTime.Now,
End = DateTime.Today.AddDays(7),
TimeCodes = new TimeCode[] { TimeCode.Available }
};
QueryScheduleResponse scheduleResponse = (QueryScheduleResponse)service.Execute(scheduleRequest);
// Verify if some data is returned for the availability of the current user
if (scheduleResponse.TimeInfos.Length > 0)
{
Console.WriteLine("Successfully queried the working hours of the current user.");
}
}
else
{
const string UNABLE_TO_LOGIN_ERROR = "Unable to Login to Microsoft Dataverse";
if (service.LastCrmError.Equals(UNABLE_TO_LOGIN_ERROR))
{
Console.WriteLine("Check the connection string values in cds/App.config.");
throw new Exception(service.LastCrmError);
}
else
{
throw service.LastCrmException;
}
}
}
#endregion Demonstrate
catch (Exception ex)
{
SampleHelpers.HandleException(ex);
}
finally
{
if (service != null)
{
service.Dispose();
}
Console.WriteLine("Press <Enter> to exit.");
Console.ReadLine();
}
}
[STAThread] // Added to support UX
static void Main(string[] args)
{
CrmServiceClient service = null;
try
{
service = SampleHelpers.Connect("Connect");
if (service.IsReady)
{
#region sample Code
///////////////////
#region Set up
SetUpSample(service);
#endregion Setup
#region Demonstrate
// Create a contact to send an email to (To: field)
Contact emailContact = new Contact()
{
FirstName = "Lisa",
LastName = "Andrews",
EMailAddress1 = "*****@*****.**"
};
_contactId = service.Create(emailContact);
Console.WriteLine("Created a sample contact.");
// Get a system user to send the email (From: field)
WhoAmIRequest systemUserRequest = new WhoAmIRequest();
WhoAmIResponse systemUserResponse = (WhoAmIResponse)service.Execute(systemUserRequest);
ColumnSet cols = new ColumnSet("internalemailaddress");
SystemUser emailSender = (SystemUser)service.Retrieve(SystemUser.EntityLogicalName, systemUserResponse.UserId, cols);
// Create the request.
DeliverPromoteEmailRequest deliverEmailRequest = new DeliverPromoteEmailRequest
{
Subject = "SDK Sample Email",
To = emailContact.EMailAddress1,
From = emailSender.InternalEMailAddress,
Bcc = String.Empty,
Cc = String.Empty,
Importance = "high",
Body = "This message will create an email activity.",
MessageId = Guid.NewGuid().ToString(),
SubmittedBy = "",
ReceivedOn = DateTime.Now
};
// We won't attach a file to the email, but the Attachments property is required.
deliverEmailRequest.Attachments = new EntityCollection(new ActivityMimeAttachment[0]);
deliverEmailRequest.Attachments.EntityName = ActivityMimeAttachment.EntityLogicalName;
// Execute the request.
DeliverPromoteEmailResponse deliverEmailResponse = (DeliverPromoteEmailResponse)service.Execute(deliverEmailRequest);
// Verify the success.
// Define an anonymous type to define the possible values for
// email status
var EmailStatus = new
{
Draft = 1,
Completed = 2,
Sent = 3,
Received = 3,
Canceled = 5,
PendingSend = 6,
Sending = 7,
Failed = 8,
};
// Query for the delivered email, and verify the status code is "Sent".
ColumnSet deliveredMailColumns = new ColumnSet("statuscode");
Email deliveredEmail = (Email)service.Retrieve(Email.EntityLogicalName, deliverEmailResponse.EmailId, deliveredMailColumns);
_emailId = deliveredEmail.ActivityId.Value;
if (deliveredEmail.StatusCode.Value == EmailStatus.Sent)
{
Console.WriteLine("Successfully created and delivered the e-mail message.");
}
DeleteRequiredRecords(service, prompt);
}
#endregion Demonstrate
#endregion Sample Code
else
{
const string UNABLE_TO_LOGIN_ERROR = "Unable to Login to Dynamics CRM";
if (service.LastCrmError.Equals(UNABLE_TO_LOGIN_ERROR))
{
Console.WriteLine("Check the connection string values in cds/App.config.");
throw new Exception(service.LastCrmError);
}
else
{
throw service.LastCrmException;
}
}
}
catch (Exception ex)
{
SampleHelpers.HandleException(ex);
}
finally
{
if (service != null)
{
service.Dispose();
}
Console.WriteLine("Press <Enter> to exit.");
Console.ReadLine();
}
}
[STAThread] // Added to support UX
static void Main(string[] args)
{
CrmServiceClient service = null;
try
{
service = SampleHelpers.Connect("Connect");
if (service.IsReady)
{
#region Sample Code
//////////////////////////////////////////////
#region Set up
SetUpSample(service);
#endregion Set up
#region Demonstrate
// Retrieve the current user information.
WhoAmIRequest whoAmIRequest = new WhoAmIRequest();
WhoAmIResponse whoAmIResponse = (WhoAmIResponse)service.Execute(
whoAmIRequest);
ColumnSet columnSet = new ColumnSet("fullname");
SystemUser currentUser = (SystemUser)service.Retrieve(
SystemUser.EntityLogicalName,
whoAmIResponse.UserId, columnSet);
String currentUserName = currentUser.FullName;
_userId = currentUser.Id;
// Create an instance of an existing queueitem in order to specify
// the user that will be working on it using PickFromQueueRequest.
PickFromQueueRequest pickFromQueueRequest = new PickFromQueueRequest
{
QueueItemId = _queueItemId,
WorkerId = _userId
};
service.Execute(pickFromQueueRequest);
Console.WriteLine("The letter queue item is queued for new owner {0}.",
currentUserName);
#region Clean up
CleanUpSample(service);
#endregion Clean up
}
#endregion Demonstrate
#endregion Sample Code
else
{
const string UNABLE_TO_LOGIN_ERROR = "Unable to Login to Dynamics CRM";
if (service.LastCrmError.Equals(UNABLE_TO_LOGIN_ERROR))
{
Console.WriteLine("Check the connection string values in cds/App.config.");
throw new Exception(service.LastCrmError);
}
else
{
throw service.LastCrmException;
}
}
}
catch (Exception ex)
{
SampleHelpers.HandleException(ex);
}
finally
{
if (service != null)
{
service.Dispose();
}
Console.WriteLine("Press <Enter> to exit.");
Console.ReadLine();
}
}
/// <summary>
/// Retrieves the requested SystemUser record. If the record does not exist, a new
/// Microsoft Dynamics CRM SystemUser record is created and an associated Active
/// Directory account is created, if it doesn't currently exist.
/// </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="roleStr">The string representing the Microsoft Dynamics CRM security
/// role for the user</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></returns>
public static Guid RetrieveSystemUser(String userName, String firstName,
String lastName, String roleStr, CrmServiceClient service,
ref String ldapPath)
{
String domain;
Guid userId = Guid.Empty;
if (service == null)
{
throw new ArgumentNullException("service");
}
if (String.IsNullOrWhiteSpace(userName))
{
throw new ArgumentNullException("UserName");
}
if (String.IsNullOrWhiteSpace(firstName))
{
throw new ArgumentNullException("FirstName");
}
if (String.IsNullOrWhiteSpace(lastName))
{
throw new ArgumentNullException("LastName");
}
// Obtain the current user's information.
WhoAmIRequest who = new WhoAmIRequest();
WhoAmIResponse whoResp = (WhoAmIResponse)service.Execute(who);
Guid currentUserId = whoResp.UserId;
SystemUser currentUser =
service.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 = GetUserIdIfExist(service, domain, userName, firstName, lastName);
if (existingUser != null)
{
userId = existingUser.SystemUserId.Value;
if (!String.IsNullOrWhiteSpace(roleStr))
{
// Check to make sure the user is assigned the correct role.
Role role = RetrieveRoleByName(service, roleStr);
// Associate the user with the role when needed.
if (!UserInRole(service, userId, role.Id))
{
AssociateRequest associate = new AssociateRequest()
{
Target = new EntityReference(SystemUser.EntityLogicalName, userId),
RelatedEntities = new EntityReferenceCollection()
{
new EntityReference(Role.EntityLogicalName, role.Id)
},
Relationship = new Relationship("systemuserroles_association")
};
service.Execute(associate);
}
}
}
else
{
Console.WriteLine("User Not Found. Manually create user in office 365");
}
return(userId);
}
/// <summary>
/// This method creates any entity records that this sample requires.
/// Creates the email activity.
/// </summary>
public static void CreateRequiredRecords(CrmServiceClient service)
{
WhoAmIRequest userRequest = new WhoAmIRequest();
WhoAmIResponse userResponse = (WhoAmIResponse)service.Execute(userRequest);
// Create the van resource.
Equipment van = new Equipment
{
Name = "Van 1",
TimeZoneCode = 1,
BusinessUnitId = new EntityReference(BusinessUnit.EntityLogicalName, userResponse.BusinessUnitId)
};
_vanId = service.Create(van);
Console.WriteLine("Created a sample equipment: {0}.", van.Name);
// Create the contraints for creating the plumber resource group
System.Text.StringBuilder builder = new System.Text.StringBuilder("<Constraints>");
builder.Append("<Constraint>");
builder.Append("<Expression>");
builder.Append("<Body>resource[\"Id\"] == ");
builder.Append(userResponse.UserId.ToString("B"));
builder.Append(" || resource[\"Id\"] == ");
builder.Append(_vanId.ToString("B"));
builder.Append("</Body>");
builder.Append("<Parameters>");
builder.Append("<Parameter name=\"resource\" />");
builder.Append("</Parameters>");
builder.Append("</Expression>");
builder.Append("</Constraint>");
builder.Append("</Constraints>");
// Define an anonymous type to define the possible constraint based group type code values.
var ConstraintBasedGroupTypeCode = new
{
Static = 0,
Dynamic = 1,
Implicit = 2
};
// Create the plumber resource group.
ConstraintBasedGroup group = new ConstraintBasedGroup
{
BusinessUnitId = new EntityReference(BusinessUnit.EntityLogicalName, userResponse.BusinessUnitId),
Name = "Plumber with Van 1",
Constraints = builder.ToString(),
GroupTypeCode = new OptionSetValue(ConstraintBasedGroupTypeCode.Static),
};
_groupId = service.Create(group);
Console.WriteLine("Created a sample resource group: {0}.", group.Name);
// Create the resource specification.
ResourceSpec spec = new ResourceSpec
{
BusinessUnitId = new EntityReference(BusinessUnit.EntityLogicalName, userResponse.BusinessUnitId),
ObjectiveExpression = @"
<Expression>
<Body>udf ""Random""(factory,resource,appointment,request,leftoffset,rightoffset)</Body>
<Parameters>
<Parameter name=""factory"" />
<Parameter name=""resource"" />
<Parameter name=""appointment"" />
<Parameter name=""request"" />
<Parameter name=""leftoffset"" />
<Parameter name=""rightoffset"" />
</Parameters>
<Properties EvaluationInterval=""P0D"" evaluationcost=""0"" />
</Expression>",
RequiredCount = 1,
Name = "Test Spec",
GroupObjectId = _groupId
};
_specId = service.Create(spec);
// Create the plumber required resource object.
RequiredResource plumberReq = new RequiredResource
{
ResourceId = userResponse.UserId, // assume current user is the plumber
ResourceSpecId = _specId
};
// Create the service for the equipment.
Service plumberService = new Service
{
Name = "Plumber 1",
Duration = 60,
InitialStatusCode = new OptionSetValue(1),
Granularity = "FREQ=MINUTELY;INTERVAL=15;",
ResourceSpecId = new EntityReference(ResourceSpec.EntityLogicalName, _specId)
};
_plumberServiceId = service.Create(plumberService);
Console.WriteLine("Created a sample service for the equipment: {0}.", plumberService.Name);
Console.WriteLine("Required records have been created.");
}
/// <summary>
/// This method creates any entity records that this sample requires.
/// Create a queue record.
/// Create a letter record.
/// Create a queue item for queue record.
/// Retrieves new owner's details.
/// Update the queue item record to assign it to new owner.
/// </summary>
public static void CreateRequiredRecords(CrmServiceClient service)
{
// Create a private queue instance and set its property values.
Queue newQueue = new Queue
{
Name = "Example Queue.",
Description = "This is an example queue.",
QueueViewType = new OptionSetValue((int)QueueQueueViewType.Private)
};
// Create a new queue and store its returned GUID in a variable
// for later use.
_queueId = service.Create(newQueue);
Console.WriteLine("Created {0}.", newQueue.Name);
Letter newLetter = new Letter
{
Description = "Example Letter"
};
_letterId = service.Create(newLetter);
Console.WriteLine("Created {0}.", newLetter.Description);
// Create a new instance of a queueitem and initialize its
// properties.
QueueItem item = new QueueItem
{
QueueId = new EntityReference(Queue.EntityLogicalName, _queueId),
ObjectId = new EntityReference(Letter.EntityLogicalName, _letterId)
};
// Create the queueitem on the server, which will associate
// the letter with the queue.
_queueItemId = service.Create(item);
Console.WriteLine("Created the letter queue item for the queue.");
// Retrieve the user information.
WhoAmIRequest whoAmIRequest = new WhoAmIRequest();
WhoAmIResponse whoAmIResponse = (WhoAmIResponse)service.Execute(
whoAmIRequest);
ColumnSet columnSet = new ColumnSet("fullname");
SystemUser currentUser = (SystemUser)service.Retrieve(
SystemUser.EntityLogicalName,
whoAmIResponse.UserId, columnSet);
String currentUserName = currentUser.FullName;
// Create an instance of an existing queueitem in order to specify
// the user that will be working on it.
QueueItem queueItem = new QueueItem
{
QueueItemId = _queueItemId,
WorkerId = new EntityReference(SystemUser.EntityLogicalName,
whoAmIResponse.UserId)
};
service.Update(queueItem);
Console.WriteLine("The letter queue item is queued for new owner {0}.",
currentUserName);
return;
}
