public void When_Assigned_User_As_Owner_OwningUser_Is_Set()
{
var context = new XrmFakedContext();
var user1 = new SystemUser {
Id = Guid.NewGuid(), FirstName = "User1"
};
var team1 = new Team {
Id = Guid.NewGuid(), Name = "Team1"
};
var account1 = new Account {
Id = Guid.NewGuid(), Name = "Acc1"
};
context.Initialize(new List <Entity> {
user1, team1, account1
});
var executor = new AssignRequestExecutor();
AssignRequest req = new AssignRequest()
{
Target = account1.ToEntityReference(), Assignee = user1.ToEntityReference()
};
executor.Execute(req, context);
var acc_Fresh = context.GetOrganizationService().Retrieve(account1.LogicalName, account1.Id, new Microsoft.Xrm.Sdk.Query.ColumnSet(true));
Assert.Equal(user1.Id, acc_Fresh.GetAttributeValue <EntityReference>("owninguser").Id);
Assert.Null(acc_Fresh.GetAttributeValue <EntityReference>("owningteam"));
}
public string AssignBook([FromBody] AssignRequest request)
{
if (request == null)
{
return("Assign request is null");
}
if (!ModelState.IsValid)
{
return(string.Join(" | ", ModelState.Values.SelectMany(v => v.Errors).Select(e => e.ErrorMessage)));
}
if (!_bookService.IsValidBook(request.BookId))
{
return("The requested book is not available in the library!");
}
if (!_studentsService.IsValidStudent(request.StudentId))
{
return("Invalid Student Id!");
}
if (!_booksAssignServie.CanAssignBook(request.BookId))
{
return("Book is already assigned!");
}
if (_booksAssignServie.AssignBook(request.StudentId, request.BookId))
{
return("Book assigned successfully");
}
return("Book could not be assigned");
}
protected override void Execute(CodeActivityContext executionContext)
{
#region Boilerplate
IWorkflowContext context = executionContext.GetExtension <IWorkflowContext>();
IOrganizationServiceFactory serviceFactory =
executionContext.GetExtension <IOrganizationServiceFactory>();
IOrganizationService service =
serviceFactory.CreateOrganizationService(context.UserId);
var tracing = executionContext.GetExtension <ITracingService>();
#endregion
var entityIdString = EntityId.Get(executionContext);
Guid entityId = Guid.Empty;
if (!Guid.TryParse(entityIdString, out entityId))
{
Succeeded.Set(executionContext, false);
ErrorMessage.Set(executionContext, $"Guid {entityIdString} is not a valid GUID.");
return;
}
var teamName = TeamName.Get(executionContext);
using (var ctx = new XrmServiceContext(service))
{
var team = (from t in ctx.CreateQuery <Team>()
where t.Name == teamName
select t).FirstOrDefault();
if (team == null)
{
Succeeded.Set(executionContext, false);
ErrorMessage.Set(executionContext, $"Team {teamName} not found.");
return;
}
var logicalName = EntityName.Get(executionContext);
var reference = (from r in ctx.CreateQuery(logicalName)
where (Guid)r[$"{logicalName}id"] == entityId
select r).FirstOrDefault();
if (reference == null)
{
Succeeded.Set(executionContext, false);
ErrorMessage.Set(executionContext, $"Entity Reference with logical name {logicalName} and id {entityIdString} wasn't found.");
return;
}
//Assign otherwise
var assignRequest = new AssignRequest()
{
Assignee = team.ToEntityReference(),
Target = reference.ToEntityReference()
};
service.Execute(assignRequest);
}
Succeeded.Set(executionContext, true);
}
public void AssignWorkflowsToUser(EntityCollection workflows, Guid userId)
{
if (workflows == null)
{
throw new ArgumentNullException(nameof(workflows));
}
if (userId == Guid.Empty)
{
throw new ArgumentNullException(nameof(userId), $"(Can't assign workflows to user if {nameof(userId)} is an empty guid.");
}
for (var i = 0; i < workflows.Entities.Count; i++)
{
var assign = new AssignRequest();
try
{
assign.Assignee = new EntityReference("systemuser", userId);
assign.Target = workflows.Entities[i].ToEntityReference();
Service.Execute(assign);
Console.WriteLine($"Assigned workflow {(i + 1)} with ID: {assign.Target.Id} to user with ID: {userId.ToString()}");
}
catch (Exception)
{
Console.WriteLine($"Error assigning workflow {(i + 1)} with ID: {assign.Target.Id} to user. Continuing.");
}
}
}
protected void Execute(LocalPluginContext localContext)
{
//assign the parent to the record owning team.
var target = (Entity)localContext.PluginExecutionContext.InputParameters["Target"];
localContext.TracingService.Trace($"target logical name {target.LogicalName}");
//find the "record owner team" team
var q = new QueryExpression("team");
q.Criteria.AddCondition("name", ConditionOperator.Equal, "* RECORD OWNER TEAM *");
var team = localContext.OrganizationService.RetrieveMultiple(q).Entities.Single();
localContext.TracingService.Trace($"found team");
//assign the target record to the team
var req = new AssignRequest();
req.Assignee = team.ToEntityReference();
req.Target = target.ToEntityReference();
localContext.TracingService.Trace($"assigning");
var resp = (AssignResponse)localContext.OrganizationService.Execute(req);
}
public bool Assign()
{
if (Id == Guid.Empty)
{
throw new ArgumentException($"Assign can only be called on entities with id, the entity is {entityName}");
}
string ownerEntityName = GetOwnerEntityName();
ownerid.LogicalName = ownerEntityName;
AssignRequest assignRequest = new AssignRequest()
{
Assignee = ownerid,
Target = GetAsEntityReference(),
};
try
{
Connection.Service.Execute(assignRequest);
}
catch (System.ServiceModel.FaultException <OrganizationServiceFault> )
{
return(false);
}
return(true);
}
protected void PostCreateExecution(IServiceProvider serviceProvider)
{
// Use a 'using' statement to dispose of the service context properly
// To use a specific early bound entity replace the 'Entity' below with the appropriate class type
using (var localContext = new LocalPluginContext <Entity>(serviceProvider))
{
var targetEntity = (Entity)localContext.PluginExecutionContext.InputParameters["Target"];
var postImage = (Entity)localContext.PluginExecutionContext.PostEntityImages["PostImage"];
if (postImage.Contains("parentcustomerid") && postImage["parentcustomerid"] != null)
{
var owningAccountId = ((EntityReference)postImage["parentcustomerid"]).Id;
var account = localContext.OrganizationService.Retrieve(ProxyClasses.Account.LogicalName, owningAccountId, new ColumnSet(new string[] { "ownerid" }));
var assignRequest = new AssignRequest
{
Assignee = (EntityReference)account["ownerid"],
Target = targetEntity.ToEntityReference()
};
// Execute the Request
localContext.OrganizationService.Execute(assignRequest);
}
}
}
public void TestCascadeAssignParentToChildAndParent()
{
using (var context = new Xrm(orgAdminUIService))
{
var fetchedAccount1 = context.AccountSet.FirstOrDefault(x => x.Id == acc1.Id);
Assert.AreEqual(crm.AdminUser.Id, fetchedAccount1.OwnerId.Id);
var fetchedAccount2 = context.AccountSet.FirstOrDefault(x => x.Id == acc2.Id);
Assert.AreEqual(crm.AdminUser.Id, fetchedAccount2.OwnerId.Id);
var fetchedContact = context.ContactSet.FirstOrDefault(x => x.Id == contact.Id);
Assert.AreEqual(crm.AdminUser.Id, fetchedContact.OwnerId.Id);
}
var req = new AssignRequest()
{
Assignee = user1.ToEntityReference(),
Target = acc2.ToEntityReference()
};
orgAdminUIService.Execute(req);
using (var context = new Xrm(orgAdminUIService))
{
var fetchedAccount1 = context.AccountSet.FirstOrDefault(x => x.Id == acc1.Id);
Assert.AreEqual(crm.AdminUser.Id, fetchedAccount1.OwnerId.Id);
var fetchedAccount2 = context.AccountSet.FirstOrDefault(x => x.Id == acc2.Id);
Assert.AreEqual(user1.Id, fetchedAccount2.OwnerId.Id);
var fetchedContact = context.ContactSet.FirstOrDefault(x => x.Id == contact.Id);
Assert.AreEqual(user1.Id, fetchedContact.OwnerId.Id);
}
}
public void When_Executing_Assign_Request_New_Owner_Should_Be_Assigned()
{
var oldOwner = new EntityReference("systemuser", Guid.NewGuid());
var newOwner = new EntityReference("systemuser", Guid.NewGuid());
var account = new Account
{
Id = Guid.NewGuid(),
OwnerId = oldOwner
};
var context = new XrmFakedContext();
var service = context.GetOrganizationService();
context.Initialize(new [] { account });
var assignRequest = new AssignRequest
{
Target = account.ToEntityReference(),
Assignee = newOwner
};
service.Execute(assignRequest);
//retrieve account updated
var updatedAccount = context.CreateQuery <Account>().FirstOrDefault();
Assert.Equal(newOwner.Id, updatedAccount.OwnerId.Id);
}
protected void Execute(Context context, EntityReference ownerRef)
{
var fetchXml = FetchXml.Get(context);
var entities = context.Service.RetrieveMultiple(fetchXml).Entities;
var affectedEntities = 0;
foreach (var entity in entities)
{
try
{
var request = new AssignRequest {
Assignee = ownerRef, Target = entity.ToEntityReference()
};
context.Service.Execute(request);
affectedEntities++;
}
catch (Exception ex)
{
context.TracingService.Trace(ex);
}
}
if (affectedEntities == 0)
{
SetError(context, "В процессе назначения записей произошли ошибки. Ни одна запись не назначена.");
}
else if (affectedEntities < entities.Count)
{
SetError(context, $"В процессе назначения записей произошли ошибки. Записей назначено: {affectedEntities}, записей не назначено: {entities.Count - affectedEntities}.");
}
AffectedEntities.Set(context, affectedEntities);
}
public async Task AssignCategoryAsync(AssignRequest assignRequest)
{
switch (assignRequest.CategoryType)
{
case Project.LanguageCategory:
var language = await context.Languages.FirstOrDefaultAsync(l => l.Name == assignRequest.Name);
if (language == null)
{
language = new Language {
Name = assignRequest.Name
};
context.Languages.Add(language);
await context.SaveChangesAsync();
}
var lc = new ProjectLanguage
{
ProjectId = assignRequest.ProjectId,
LanguageId = language.Id
};
context.ProjectLanguages.Add(lc);
await context.SaveChangesAsync();
break;
default:
break;
}
}
public void TestAssignSecurityTeam()
{
using (var context = new Xrm(orgAdminUIService)) {
var businessunit = new BusinessUnit();
businessunit["name"] = "business unit name 3";
businessunit.Id = orgAdminUIService.Create(businessunit);
var orgUser = crm.CreateUser(orgAdminUIService, businessunit.ToEntityReference(), SecurityRoles.SystemAdministrator);
var service = crm.CreateOrganizationService(orgUser.Id);
var contact = new Contact();
contact.Id = service.Create(contact);
var team = crm.CreateTeam(orgAdminUIService, businessunit.ToEntityReference(), SecurityRoles.Cannotreadcontact);
FaultException faultException = null;
var req = new AssignRequest();
try {
req.Assignee = team.ToEntityReference();
req.Target = contact.ToEntityReference();
service.Execute(req);
Assert.Fail();
} catch (FaultException e) {
faultException = e;
}
var teamAdmin = crm.CreateTeam(orgAdminUIService, businessunit.ToEntityReference(), SecurityRoles.SystemAdministrator);
var adminContact = new Contact();
adminContact.Id = service.Create(adminContact);
req.Assignee = teamAdmin.ToEntityReference();
req.Target = adminContact.ToEntityReference();
service.Execute(req);
}
}
public void When_execute_is_called_with_a_null_target_exception_is_thrown()
{
var context = new XrmFakedContext();
var executor = new AssignRequestExecutor();
AssignRequest req = new AssignRequest() { Target = null };
Assert.Throws<FaultException<OrganizationServiceFault>>(() => executor.Execute(req, context));
}
public void TestAssignSecurityUser()
{
using (var context = new Xrm(orgAdminUIService))
{
var businessunit = new BusinessUnit();
businessunit["name"] = "business unit name 2";
businessunit.Id = orgAdminUIService.Create(businessunit);
var orgUser = crm.CreateUser(orgAdminUIService, businessunit.ToEntityReference(), SecurityRoles.SystemAdministrator);
var service = crm.CreateOrganizationService(orgUser.Id);
var contact = new Contact();
contact.Id = service.Create(contact);
var user = crm.CreateUser(orgAdminUIService, businessunit.ToEntityReference(), SecurityRoles.Scheduler);
service = crm.CreateOrganizationService(user.Id);
var req = new AssignRequest();
try
{
req.Assignee = user.ToEntityReference();
req.Target = contact.ToEntityReference();
service.Execute(req);
throw new XunitException();
}
catch (Exception e)
{
Assert.IsType <FaultException>(e);
}
var usersContact = new Contact();
usersContact.Id = service.Create(usersContact);
req.Assignee = orgUser.ToEntityReference();
req.Target = usersContact.ToEntityReference();
service.Execute(req);
}
}
public void When_Executing_Assign_Request_New_Owner_Should_Be_Assigned()
{
var oldOwner = new EntityReference("systemuser", Guid.NewGuid());
var newOwner = new EntityReference("systemuser", Guid.NewGuid());
var account = new Account
{
Id = Guid.NewGuid(),
OwnerId = oldOwner
};
var context = new XrmFakedContext();
var service = context.GetFakedOrganizationService();
context.Initialize(new [] { account });
var assignRequest = new AssignRequest
{
Target = account.ToEntityReference(),
Assignee = newOwner
};
service.Execute(assignRequest);
Assert.Equal(newOwner, account.OwnerId);
}
public void When_Executing_Assign_Request_New_Owner_Should_Be_Assigned()
{
var oldOwner = new EntityReference("systemuser", Guid.NewGuid());
var newOwner = new EntityReference("systemuser", Guid.NewGuid());
var account = new Account
{
Id = Guid.NewGuid(),
OwnerId = oldOwner
};
var context = new XrmFakedContext();
var service = context.GetFakedOrganizationService();
context.Initialize(new [] { account });
var assignRequest = new AssignRequest
{
Target = account.ToEntityReference(),
Assignee = newOwner
};
service.Execute(assignRequest);
Assert.Equal(newOwner, account.OwnerId);
}
public AssignResponse AssignUser(EntityReference entityId, EntityReference ownerId)
{
AssignRequest req = new AssignRequest();
req.Assignee = ownerId;
req.Target = entityId;
return((AssignResponse)this.Service.Execute(req));
}
public async Task Then_Maps_StartMonthYear(
AssignRequest request,
AssignViewModelMapper mapper)
{
var viewModel = await mapper.Map(request);
viewModel.StartMonthYear.Should().Be(request.StartMonthYear);
}
public async Task Then_Maps_EmployerAccountLegalEntityPublicHashedId(
AssignRequest request,
AssignViewModelMapper mapper)
{
var viewModel = await mapper.Map(request);
viewModel.AccountLegalEntityHashedId.Should().Be(request.AccountLegalEntityHashedId);
}
public async Task Then_Maps_TransferSenderId(
AssignRequest request,
AssignViewModelMapper mapper)
{
var viewModel = await mapper.Map(request);
viewModel.TransferSenderId.Should().Be(request.TransferSenderId);
}
public async Task Then_Maps_UkPrn(
AssignRequest request,
AssignViewModelMapper mapper)
{
var viewModel = await mapper.Map(request);
viewModel.ProviderId.Should().Be(request.ProviderId);
}
public async Task Then_Maps_CourseCode(
AssignRequest request,
AssignViewModelMapper mapper)
{
var viewModel = await mapper.Map(request);
viewModel.CourseCode.Should().Be(request.CourseCode);
}
public static void Assign(this IOrganizationService service, EntityReference target, EntityReference assignee)
{
var req = new AssignRequest();
req.Assignee = assignee;
req.Target = target;
service.Execute(req);
}
public async Task Then_Maps_ReservationId(
AssignRequest request,
AssignViewModelMapper mapper)
{
var viewModel = await mapper.Map(request);
viewModel.ReservationId.Should().Be(request.ReservationId);
}
public async Task Then_Maps_AccountHashedId(
AssignRequest request,
AssignViewModelMapper mapper)
{
var viewModel = await mapper.Map(request);
viewModel.AccountHashedId.Should().Be(request.AccountHashedId);
}
/// <summary>
/// Assigns ownership of a record to a new user or team
/// </summary>
/// <param name="entityname">The Name of the Entity</param>
/// <param name="id">The unique Id of the record that is to be assigned</param>
/// <param name="ownerid">The new owner of the record</param>
/// <param name="ownertype">The type of owner of the record</param>
public static void AssignOwnership(string entityname, Guid id, Guid ownerid, OwnerTypeCode ownertype)
{
AssignRequest request = new AssignRequest();
request.Target = new EntityReference(entityname, id);
request.Assignee = new EntityReference(ownertype.ToString().ToLower(), ownerid);
AssignResponse response = (AssignResponse)OrganizationService.Execute(request);
}
internal override OrganizationResponse Execute(OrganizationRequest orgRequest, EntityReference userRef)
{
var request = MakeRequest <AssignRequest>(orgRequest);
var casSelection = new CascadeSelection()
{
assign = true
};
var dbEntity = core.GetDbEntityWithRelatedEntities(request.Target, EntityRole.Referenced, userRef, casSelection);
security.CheckAssignPermission(dbEntity, request.Assignee, userRef);
// Cascade
foreach (var relatedEntities in dbEntity.RelatedEntities)
{
var relationshipMeta = metadata.EntityMetadata.GetMetadata(dbEntity.LogicalName).OneToManyRelationships.First(r => r.SchemaName == relatedEntities.Key.SchemaName);
var req = new AssignRequest();
switch (relationshipMeta.CascadeConfiguration.Assign)
{
case CascadeType.Cascade:
foreach (var relatedEntity in relatedEntities.Value.Entities)
{
req.Target = relatedEntity.ToEntityReference();
req.Assignee = request.Assignee;
core.Execute(req, userRef, null);
}
break;
case CascadeType.Active:
foreach (var relatedEntity in relatedEntities.Value.Entities)
{
if (db.GetEntity(relatedEntity.ToEntityReference()).GetAttributeValue <OptionSetValue>("statecode")?.Value == 0)
{
req.Target = relatedEntity.ToEntityReference();
req.Assignee = request.Assignee;
core.Execute(req, userRef, null);
}
}
break;
case CascadeType.UserOwned:
foreach (var relatedEntity in relatedEntities.Value.Entities)
{
var currentOwner = dbEntity.Attributes["ownerid"] as EntityReference;
if (db.GetEntity(relatedEntity.ToEntityReference()).GetAttributeValue <EntityReference>("ownerid")?.Id == currentOwner.Id)
{
req.Target = relatedEntity.ToEntityReference();
req.Assignee = request.Assignee;
core.Execute(req, userRef, null);
}
}
break;
}
}
Utility.SetOwner(db, security, metadata, dbEntity, request.Assignee);
Utility.Touch(dbEntity, metadata.EntityMetadata.GetMetadata(dbEntity.LogicalName), core.TimeOffset, userRef);
db.Update(dbEntity);
return(new AssignResponse());
}
public void UpdateStatus(ServiceRequest serviceRequest)
{
var idOfUpdatedItem = serviceRequest.SRID;
//Login and connect to the server and create the context
var connection = ConnectToDatabase();
var service = new OrganizationService(connection);
var context = new CrmOrganizationServiceContext(connection);
//Gather the components for the "Retrieve" function
ColumnSet set = new ColumnSet();
set.AllColumns = true;
Guid incidentGuid = GetGUIDByName(idOfUpdatedItem, service);
//Retrieves the record that will be updated
var incident = service.Retrieve("incident", incidentGuid, set);
EventLog.saveMessage("Update Status of SRID:" + serviceRequest.SRID);
try
{
// Actual UPDATE of the record.
incident["description"] = serviceRequest.LongDescription;
incident["statuscode"] = ReturnStatusCode(serviceRequest.ServiceRequestStatus);
incident["subjectid"] = ReturnRequestType(serviceRequest.ServiceRequestType);
incident["new_moduleoptionset"] = ReturnModuleCode("TS");
//incident["ownerid"] = new EntityReference("systemuser", findConsultantID(serviceRequest.AssignedPerson,service));
incident["new_statushistory"] = serviceRequest.CommentsMatricia;
incident["casetypecode"] = returnRequestKind(serviceRequest.ServiceRequestKind);
incident["new_caseasignedto"] = serviceRequest.AssignedPerson;
//incident["followupby"] = serviceRequest.DueDate;
incident["title"] = serviceRequest.AssignedToClient + " " + serviceRequest.SRID + " " + serviceRequest.companyName;
//incident["customerid"] = new EntityReference("account", findCustomer((string)serviceRequest.companyName, service));
incident["customerid"] = new EntityReference("account", findCustomerID(serviceRequest.companyName));
incident["new_statushistory"] = serviceRequest.ShortDescription;
incident["new_assignedfrom"] = serviceRequest.CreatedBy;
Guid consultantID = findConsultantID(serviceRequest.AssignedPerson, service);
//Assign a case!
service.Update(incident);
EventLog.saveMessage("Start of Assignment! to :" + consultantID);
AssignRequest assignRequest = new AssignRequest();
assignRequest.Assignee = new EntityReference("systemuser", consultantID);
assignRequest.Target = new EntityReference(incident.LogicalName, incidentGuid);
service.Execute(assignRequest);
}
catch (Exception)
{
EventLog.saveMessage("This record is unavailable for update right now!" + serviceRequest.SRID);
return;
}
}
//ENDVERSIONCHECK
public static AssignResponse Assign(this IOrganizationService service, EntityReference target, EntityReference owner)
{
var req = new AssignRequest()
{
Target = target, Assignee = owner
};
return(service.Execute(req) as AssignResponse);
}
public void AssignOwner(T entity, EntityReference owner)
{
var assignRequest = new AssignRequest()
{
Assignee = owner, Target = entity.ToEntityReference()
};
service.Execute(assignRequest);
}
public static void SetOwnerOfEntity(IOrganizationService service, string entityName, Guid entityId, string assigneeEntity, Guid assigneeId)
{
AssignRequest assignRequest = new AssignRequest();
assignRequest.Assignee = new EntityReference(assigneeEntity, assigneeId);
assignRequest.Target = new EntityReference(entityName, entityId);
service.Execute(assignRequest);
}
protected override void Execute(System.Activities.CodeActivityContext context)
{
var workflowContext = context.GetExtension <IWorkflowContext>();
var service = this.RetrieveOrganizationService(context);
QueryResult result = ExecuteQueryForRecords(context);
if (!result.EntityName.Equals("systemuser", StringComparison.InvariantCultureIgnoreCase) &&
!result.EntityName.Equals("team", StringComparison.InvariantCultureIgnoreCase))
{
throw new ArgumentException("Query must return a User or Team record");
}
// Ensure the record has an owner field
RetrieveEntityRequest request = new Microsoft.Xrm.Sdk.Messages.RetrieveEntityRequest()
{
EntityFilters = Microsoft.Xrm.Sdk.Metadata.EntityFilters.Entity,
LogicalName = workflowContext.PrimaryEntityName
};
RetrieveEntityResponse metadataResponse = service.Execute(request) as RetrieveEntityResponse;
if (metadataResponse.EntityMetadata.OwnershipType == null || metadataResponse.EntityMetadata.OwnershipType.Value != OwnershipTypes.UserOwned)
{
throw new ArgumentException("This activity is only available for User owned records");
}
if (!result.RecordIds.Any())
{
return;
}
var workflowRecord = new EntityReference(workflowContext.PrimaryEntityName, workflowContext.PrimaryEntityId);
var assignee = new EntityReference(result.EntityName, result.RecordIds.FirstOrDefault());
AssignRequest assignRequest = new AssignRequest()
{
Assignee = assignee,
Target = workflowRecord
};
try
{
AssignResponse response = service.Execute(assignRequest) as AssignResponse;
if (assignee.LogicalName.Equals("team"))
{
this.NewOwner_Team.Set(context, assignee);
}
else
{
this.NewOwner_User.Set(context, assignee);
}
this.RecordReassigned.Set(context, true);
}
catch (Exception ex)
{
throw new Exception($"There was an error reassigning the record: {ex.Message}");
}
}
public void PublishInCRM(ServiceRequest serviceRequest)
{
//Connects to the database and Logs the User In
var connection = ConnectToDatabase();
var service = new OrganizationService(connection);
var context = new CrmOrganizationServiceContext(connection);
//const int hour = 60;
EventLog.saveMessage("PublishIssue SRID:" + serviceRequest.SRID);
//Creating the new Case
Entity incident = new Entity("incident");
try
{
//Filling the Data for the new case
incident["createdon"] = serviceRequest.RegistrationDate;
incident["description"] = serviceRequest.LongDescription;
incident["statuscode"] = ReturnStatusCode(serviceRequest.ServiceRequestStatus);
incident["subjectid"] = ReturnRequestType(serviceRequest.ServiceRequestType);
incident["new_moduleoptionset"] = ReturnModuleCode("TS");
//incident["ownerid"] = new EntityReference("systemuser", findConsultantID(serviceRequest.AssignedPerson, service));
incident["new_caseasignedto"] = serviceRequest.AssignedPerson;
incident["new_statushistory"] = serviceRequest.CommentsMatricia;
incident["casetypecode"] = returnRequestKind(serviceRequest.ServiceRequestKind);
incident["followupby"] = serviceRequest.DueDate;
incident["new_supportrequestid"] = serviceRequest.SRID;
incident["title"] = serviceRequest.AssignedToClient + " " + serviceRequest.SRID + " " + serviceRequest.companyName;
//incident["customerid"] = new EntityReference("account", findCustomer((string)serviceRequest.companyName, service));
incident["customerid"] = new EntityReference("account", findCustomerID(serviceRequest.companyName));
incident["new_statushistory"] = serviceRequest.ShortDescription;
incident["new_assignedfrom"] = serviceRequest.CreatedBy;
Guid consultantID = findConsultantID(serviceRequest.AssignedPerson, service);
//Adding the created case to CRM;
var incidentGuid = service.Create(incident);
//Assign a case!
EventLog.saveMessage("Start of Assignment! to :" + consultantID);
AssignRequest assignRequest = new AssignRequest();
assignRequest.Assignee = new EntityReference("systemuser", consultantID);
assignRequest.Target = new EntityReference(incident.LogicalName, incidentGuid);
service.Execute(assignRequest);
}
catch (Exception)
{
EventLog.saveMessage("This case was not created in CRM " + serviceRequest.CreatedBy + "'" + serviceRequest.SRID); ;
}
}
/// <summary>
/// This method first connects to the Organization service and creates the
/// OrganizationServiceContext. Then, several entity creation and relationship
/// operations are performed.
/// </summary>
/// <param name="serverConfig">Contains server connection information.</param>
/// <param name="promptforDelete">When True, the user will be prompted to delete all
/// created entities.</param>
public void Run(ServerConnection.Configuration serverConfig, bool promptforDelete)
{
try
{
//<snippetBasicContextExamples1>
// Connect to the Organization service.
// The using statement assures that the service proxy will be properly disposed.
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,
serverConfig.Credentials, serverConfig.DeviceCredentials))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
_service = (IOrganizationService)_serviceProxy;
CreateRequiredRecords();
// The OrganizationServiceContext is an object that wraps the service
// proxy and allows creating/updating multiple records simultaneously.
_orgContext = new OrganizationServiceContext(_service);
// Create a new contact called Mary Kay Andersen.
var contact = new Contact()
{
FirstName = "Mary Kay",
LastName = "Andersen",
Address1_Line1 = "23 Market St.",
Address1_City = "Sammamish",
Address1_StateOrProvince = "MT",
Address1_PostalCode = "99999",
Telephone1 = "12345678",
EMailAddress1 = "*****@*****.**",
Id = Guid.NewGuid()
};
_contactId = contact.Id;
_orgContext.AddObject(contact);
Console.Write("Instantiating contact, ");
// Create an account called Contoso.
var account = new Account()
{
Name = "Contoso",
Address1_City = "Redmond",
// set the account category to 'Preferred Customer'
AccountCategoryCode = new OptionSetValue(1),
LastUsedInCampaign = DateTime.Now,
MarketCap = new Money(120000),
DoNotEMail = true,
Description = "Contoso is a fictional company!",
Id = Guid.NewGuid(),
};
_accountId = account.Id;
Console.Write("instantiating account, ");
// Set Mary Kay Andersen as the primary contact
_orgContext.AddRelatedObject(
contact,
new Relationship("account_primary_contact"),
account);
SaveChangesHelper(contact, account);
Console.WriteLine("and creating both records in CRM.");
// Remove the primary contact value from Mary Kay Andersen
_orgContext.Attach(contact);
_orgContext.DeleteLink(
contact,
new Relationship("account_primary_contact"),
account);
SaveChangesHelper(contact, account);
Console.Write("Removing primary contact status, ");
// Add Mary Kay Andersen to the contact list for the account Contoso.
_orgContext.Attach(account);
_orgContext.Attach(contact);
_orgContext.AddLink(
account,
new Relationship("contact_customer_accounts"),
contact);
SaveChangesHelper(contact, account);
Console.WriteLine("and adding contact to account's contact list.");
// Add a note with a document attachment to the contact's record.
var attachment = File.OpenRead("sample.txt");
var data = new byte[attachment.Length];
attachment.Read(data, 0, (int)attachment.Length);
var note = new Annotation()
{
Subject = "Note subject...",
NoteText = "Note Details....",
DocumentBody = Convert.ToBase64String(data),
FileName = Path.GetFileName(attachment.Name),
MimeType = "text/plain",
Id = Guid.NewGuid(),
// Associate the note to the contact.
ObjectId = contact.ToEntityReference(),
ObjectTypeCode = Contact.EntityLogicalName
};
_annotationId = note.Id;
Console.Write("Instantiating a note, ");
_orgContext.AddObject(note);
_orgContext.Attach(contact);
// Set the contact as the Regarding attribute of the note.
_orgContext.AddLink(
contact,
new Relationship("Contact_Annotation"),
note);
SaveChangesHelper(note, contact);
Console.WriteLine("creating the note in CRM and linking to contact.");
// Change the owning user of the contact Mary Kay Andersen
// Find a user with an email address of "*****@*****.**"
var newOwner = (from u in _orgContext.CreateQuery<SystemUser>()
where u.InternalEMailAddress == "*****@*****.**"
select u).Single();
AssignRequest assignRequest = new AssignRequest()
{
Target = contact.ToEntityReference(),
Assignee = newOwner.ToEntityReference()
};
_orgContext.Execute(assignRequest);
Console.WriteLine("Changing ownership of contact record.");
// Create a new price list called Retail Price List.
var priceList = new PriceLevel()
{
Name = "Retail Price List",
BeginDate = DateTime.Now,
EndDate = DateTime.Now,
Description = "Contoso's primary pricelist.",
Id = Guid.NewGuid()
};
_priceLevelId = priceList.Id;
_orgContext.AddObject(priceList);
Console.Write("Instantiating price list ");
// Create a new product called Widget A.
var newProduct = new Product()
{
Name = "Widget A",
Description = "Industrial widget for hi-tech industries",
ProductStructure = new OptionSetValue(1), // 1 = Product
QuantityOnHand = 2,
ProductNumber = "WIDG-A",
Price = new Money(decimal.Parse("12.50")),
QuantityDecimal = 2, // Sets the Decimals Supported value
Id = Guid.NewGuid(),
DefaultUoMScheduleId = new EntityReference(
UoMSchedule.EntityLogicalName,
_orgContext.CreateQuery<UoMSchedule>().First().Id),
DefaultUoMId = new EntityReference(
UoM.EntityLogicalName,
_orgContext.CreateQuery<UoM>().First().Id)
};
_productId = newProduct.Id;
_orgContext.AddObject(newProduct);
Console.WriteLine("and product.");
SaveChangesHelper(priceList, newProduct);
// Add Widget A to the Retail Price List.
var priceLevelProduct = new ProductPriceLevel()
{
ProductId = newProduct.ToEntityReference(),
UoMId = newProduct.DefaultUoMId,
Amount = new Money(decimal.Parse("12.50")),
PriceLevelId = priceList.ToEntityReference(),
Id = Guid.NewGuid()
};
_productPriceLevelId = priceLevelProduct.Id;
_orgContext.AddObject(priceLevelProduct);
Console.Write("Associating product to price list, ");
// Publish the product
SetStateRequest publishRequest = new SetStateRequest
{
EntityMoniker = newProduct.ToEntityReference(),
State = new OptionSetValue((int)ProductState.Active),
Status = new OptionSetValue(1)
};
_serviceProxy.Execute(publishRequest);
Console.WriteLine("and publishing the product.");
// Create a new quote for Contoso.
var newQuote = new Quote()
{
Name = "Quotation for Contoso",
// Sets the pricelist to the one we've just created
PriceLevelId = priceList.ToEntityReference(),
Id = Guid.NewGuid(),
CustomerId = account.ToEntityReference()
};
_quoteId = newQuote.Id;
_orgContext.AddObject(newQuote);
_orgContext.Attach(account);
_orgContext.AddLink(
newQuote,
new Relationship("quote_customer_accounts"),
account);
Console.Write("Instantiating a quote, ");
// Add a quote product to this quote.
var quoteProduct = new QuoteDetail()
{
ProductId = newProduct.ToEntityReference(),
Quantity = 1,
QuoteId = newQuote.ToEntityReference(),
UoMId = newProduct.DefaultUoMId,
Id = Guid.NewGuid()
};
_quoteDetailId = quoteProduct.Id;
_orgContext.AddObject(quoteProduct);
Console.WriteLine("and adding product to quote.");
// Create a sales opportunity with Contoso.
var oppty = new Opportunity()
{
Name = "Interested in Widget A",
EstimatedCloseDate = DateTime.Now.AddDays(30.0),
EstimatedValue = new Money(decimal.Parse("300000.00")),
CloseProbability = 25, // 25% probability of closing this deal
IsRevenueSystemCalculated = false, // user-calculated revenue
OpportunityRatingCode = new OptionSetValue(2), // warm
CustomerId = account.ToEntityReference(),
Id = Guid.NewGuid()
};
_opportunityId = oppty.Id;
_orgContext.AddObject(oppty);
Console.Write("Instantiating opportunity, ");
//_orgContext.AddLink(
// oppty,
// new Relationship("opportunity_customer_accounts"),
// account);
SaveChangesHelper(priceList, newQuote, newProduct, priceLevelProduct,
quoteProduct, oppty, account);
Console.WriteLine("and creating all records in CRM.");
// Associate quote to contact, which adds the Contact record in the
// "Other Contacts" section of a Quote record.
_orgContext.Attach(contact);
_orgContext.Attach(newQuote);
_orgContext.AddLink(
contact,
new Relationship("contactquotes_association"),
newQuote);
SaveChangesHelper(contact, newQuote);
Console.WriteLine("Associating contact and quote.");
// Create a case for Mary Kay Andersen.
var serviceRequest = new Incident()
{
Title = "Problem with Widget B",
PriorityCode = new OptionSetValue(1), // 1 = High
CaseOriginCode = new OptionSetValue(1), // 1 = Phone
CaseTypeCode = new OptionSetValue(2), // 2 = Problem
SubjectId =
new EntityReference(
Subject.EntityLogicalName,
_orgContext.CreateQuery<Subject>()
.First().Id), // use the default subject
Description = "Customer can't switch the product on.",
FollowupBy = DateTime.Now.AddHours(3.0), // follow-up in 3 hours
CustomerId = contact.ToEntityReference(),
Id = Guid.NewGuid()
};
_incidentId = serviceRequest.Id;
_orgContext.AddObject(serviceRequest);
_orgContext.Attach(contact);
_orgContext.AddLink(
serviceRequest,
new Relationship("incident_customer_contacts"),
contact);
SaveChangesHelper(serviceRequest, contact);
Console.WriteLine("Creating service case for contact.");
// Deactivate the Mary Kay Andersen contact record.
SetStateRequest setInactiveRequest = new SetStateRequest
{
EntityMoniker = contact.ToEntityReference(),
State = new OptionSetValue((int)ContactState.Inactive),
Status = new OptionSetValue(2)
};
_orgContext.Execute(setInactiveRequest);
Console.WriteLine("Deactivating the contact record.");
DeleteRequiredRecords(promptforDelete);
}
//</snippetBasicContextExamples1>
}
// Catch any service fault exceptions that Microsoft Dynamics CRM throws.
catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>)
{
// You can handle an exception here or pass it back to the calling method.
throw;
}
}
/// <summary>
/// Assigns the record.
/// </summary>
/// <param name="crmService">The CRM service.</param>
/// <param name="owner">The owner.</param>
/// <param name="entityName">Name of the entity.</param>
/// <param name="id">The identifier.</param>
public static void TryAssignRecord(IOrganizationService crmService, EntityReference owner, string entityName,
Guid id)
{
try
{
"setting ownership for record with id {0}".Trace(id);
var assignRequest = new AssignRequest
{
Assignee = owner,
Target = new EntityReference(entityName, id)
};
crmService.Execute(assignRequest);
"ownership of the record with {0} successfully assigned.".Trace(id);
}
catch (FaultException<OrganizationServiceFault> orgFaultException)
{
orgFaultException.Message.TraceError(orgFaultException);
}
}
private AssignResponse ExecuteInternal(AssignRequest request)
{
InvokeStaticGenericMethod(request.Target.LogicalName, "Assign", this, request.Target, request.Assignee);
return new AssignResponse();
}
public void Assign(Entity entity, Guid userId)
{
var request = new AssignRequest
{
Assignee = CreateLookup("systemuser", userId),
Target = CreateLookup(entity)
};
Execute(request);
}
/// <summary>
/// This method first retrieves the lead. Afterwards, it checks the value of
/// the new_autoroute field, and if it is True, it retrieves all the users
/// with 'Customer Service Representative' role, and assigns this lead to
/// the user with the fewest lead records assigned.
/// </summary>
protected override void Execute(CodeActivityContext executionContext)
{
IWorkflowContext context = executionContext.GetExtension<IWorkflowContext>();
IOrganizationServiceFactory serviceFactory =
executionContext.GetExtension<IOrganizationServiceFactory>();
IOrganizationService service =
serviceFactory.CreateOrganizationService(context.UserId);
#region Retrieve the lead
// Get the lead ID
Guid leadId = this.lead_input.Get(executionContext).Id;
//Request for Entity
RetrieveRequest request = new RetrieveRequest();
request.ColumnSet = new ColumnSet(true);
request.Target = new EntityReference("lead", leadId);
//Execute request
Entity targetRequest =
(Entity)((RetrieveResponse)service.Execute(request)).Entity;
#endregion Retrieve the lead
bool autoroute = false;
autoroute = (bool)targetRequest.Attributes["new_autoroute"];
if (autoroute)
{
// Get user's BusinessUnit
RetrieveRequest userrequest = new RetrieveRequest();
userrequest.ColumnSet = new ColumnSet("businessunitid");
userrequest.Target = new EntityReference("systemuser", context.UserId);
Entity userEntity =
(Entity)((RetrieveResponse)service.Execute(userrequest)).Entity;
EntityReference bu = (EntityReference)userEntity["businessunitid"];
// Get roleid for 'Customer Service Representative' with that BU
QueryExpression queryRole = new QueryExpression();
queryRole.ColumnSet = new ColumnSet("roleid");
queryRole.EntityName = "role";
queryRole.Criteria.AddCondition(new ConditionExpression
{
AttributeName = "name",
Operator = ConditionOperator.Equal,
Values = { "Customer Service Representative" }
});
queryRole.Criteria.AddCondition(new ConditionExpression
{
AttributeName = "businessunitid",
Operator = ConditionOperator.Equal,
Values = { bu.Id }
});
var roles = service.RetrieveMultiple(queryRole);
if (roles.Entities.Count > 0)
{
Guid roleId = (Guid)roles.Entities[0]["roleid"];
// Create the query to get all the users with that role
QueryExpression queryUsers = new QueryExpression();
// Set the properties of the query.
queryUsers.EntityName = "systemuserroles";
queryUsers.ColumnSet = new ColumnSet("systemuserid");
queryUsers.Criteria.AddCondition
("roleid", ConditionOperator.Equal, roleId);
// Get the list of users.
var users = service.RetrieveMultiple(queryUsers);
if (users.Entities.Count > 0)
{
#region Get User with lowest number of leads assigned
// Initialize variables
int lowLeadCount = -1;
int currentLeadCount = 0;
Guid lowUserId = new Guid();
// Create the query to find out how many leads
// each retrieved user has
QueryExpression queryUsersLeads = new QueryExpression();
// Set the properties of the query.
queryUsersLeads.EntityName = "lead";
queryUsersLeads.ColumnSet = new ColumnSet("leadid", "ownerid");
foreach (var user in users.Entities)
{
queryUsersLeads.Criteria.AddCondition
("ownerid", ConditionOperator.Equal, user["systemuserid"]);
EntityCollection currentUserLeads =
service.RetrieveMultiple(queryUsersLeads);
currentLeadCount = currentUserLeads.Entities.Count;
// If is the first time or the number of leads is lowest,
// the current User is marked lowest.
if ((lowLeadCount == -1) || (currentLeadCount < lowLeadCount))
{
lowLeadCount = currentLeadCount;
lowUserId = (Guid)user["systemuserid"];
}
}
#endregion Get User with Lowest Number of leads assigned
#region Assign new lead to identified user
// Assign the lead to the user
// with the fewest lead records assigned
AssignRequest assignRequest = new AssignRequest()
{
Target = new EntityReference("lead", leadId),
Assignee = new EntityReference("systemuser", lowUserId)
};
service.Execute(assignRequest);
#endregion Assign new lead to identified user
}
}
}
}
/// <summary>
/// Create and configure the organization service proxy.
/// Retrieves new owner's details and creates an account record.
/// Assign the account to new owner.
/// Optionally delete any entity records that were created for this sample.
// </summary>
/// <param name="serverConfig">Contains server connection information.</param>
/// <param name="promptForDelete">When True, the user will be prompted to delete all
/// created entities.</param>
public void Run(ServerConnection.Configuration serverConfig, bool promptForDelete)
{
try
{
// Connect to the Organization service.
// The using statement assures that the service proxy will be properly disposed.
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,
serverConfig.Credentials, serverConfig.DeviceCredentials))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
_service = (IOrganizationService)_serviceProxy;
// Call the method to create any data that this sample requires.
CreateRequiredRecords();
//<snippetAssign1>
// Create the Request Object and Set the Request Object's Properties
AssignRequest assign = new AssignRequest
{
Assignee = new EntityReference(SystemUser.EntityLogicalName,
_otherUserId),
Target = new EntityReference(Account.EntityLogicalName,
_accountId)
};
// Execute the Request
_service.Execute(assign);
//</snippetAssign1>
Console.WriteLine("The account is owned by new owner.");
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;
}
}
public void UpdateStatus(ServiceRequest serviceRequest)
{
var idOfUpdatedItem = serviceRequest.SRID;
//Login and connect to the server and create the context
var connection = ConnectToDatabase();
var service = new OrganizationService(connection);
var context = new CrmOrganizationServiceContext(connection);
//Gather the components for the "Retrieve" function
ColumnSet set = new ColumnSet();
set.AllColumns = true;
Guid incidentGuid = GetGUIDByName(idOfUpdatedItem, service);
//Retrieves the record that will be updated
var incident = service.Retrieve("incident", incidentGuid, set);
EventLog.saveMessage("Update Status of SRID:" + serviceRequest.SRID);
try
{
// Actual UPDATE of the record.
incident["description"] = serviceRequest.LongDescription;
incident["statuscode"] = ReturnStatusCode(serviceRequest.ServiceRequestStatus);
incident["subjectid"] = ReturnRequestType(serviceRequest.ServiceRequestType);
incident["new_moduleoptionset"] = ReturnModuleCode("TS");
//incident["ownerid"] = new EntityReference("systemuser", findConsultantID(serviceRequest.AssignedPerson,service));
incident["new_statushistory"] = serviceRequest.CommentsMatricia;
incident["casetypecode"] = returnRequestKind(serviceRequest.ServiceRequestKind);
incident["new_caseasignedto"] = serviceRequest.AssignedPerson;
//incident["followupby"] = serviceRequest.DueDate;
incident["title"] = serviceRequest.AssignedToClient + " " + serviceRequest.SRID + " " + serviceRequest.companyName;
//incident["customerid"] = new EntityReference("account", findCustomer((string)serviceRequest.companyName, service));
incident["customerid"] = new EntityReference("account", findCustomerID(serviceRequest.companyName));
incident["new_statushistory"] = serviceRequest.ShortDescription;
incident["new_assignedfrom"] = serviceRequest.CreatedBy;
Guid consultantID = findConsultantID(serviceRequest.AssignedPerson, service);
//Assign a case!
service.Update(incident);
EventLog.saveMessage("Start of Assignment! to :" + consultantID);
AssignRequest assignRequest = new AssignRequest();
assignRequest.Assignee = new EntityReference("systemuser", consultantID);
assignRequest.Target = new EntityReference(incident.LogicalName, incidentGuid);
service.Execute(assignRequest);
}
catch (Exception)
{
EventLog.saveMessage("This record is unavailable for update right now!" + serviceRequest.SRID);
return;
}
}
public void UpdateAssignedPerson(ServiceRequest serviceRequest)
{
var idOfUpdatedItem = serviceRequest.SRID;
var connection = ConnectToDatabase();
var service = new OrganizationService(connection);
var context = new CrmOrganizationServiceContext(connection);
Guid consultantID = findConsultantID(serviceRequest.AssignedPerson, service);
ColumnSet set = new ColumnSet();
set.AllColumns = true;
//Gather the components for the "Retrieve" function
Guid incidentGuid = GetGUIDByName(idOfUpdatedItem, service);
//Retrieves the record that will be updated
var incident = service.Retrieve("incident", incidentGuid, set);
EventLog.saveMessage("Updating the consultant person of case: " + serviceRequest.SRID + "to " + serviceRequest.AssignedPerson);
try
{
//Assign a case!
AssignRequest assignRequest = new AssignRequest();
assignRequest.Assignee = new EntityReference("systemuser", consultantID);
assignRequest.Target = new EntityReference(incident.LogicalName, incidentGuid);
//sets the new User.
//incident["ownerid"] = new EntityReference("systemuser", consultantID);
service.Update(incident);
service.Execute(assignRequest);
}
catch (Exception)
{
EventLog.saveMessage("Updating the consultant person of case: " + serviceRequest.SRID + "to " + serviceRequest.AssignedPerson + " failed!");
return;
}
}
/// <summary>
/// This method first connects to the Organization service. Afterwards,
/// a user dashbaord is assigned to another user.
/// </summary>
/// <param name="serverConfig">Contains server connection information.</param>
/// <param name="promptforDelete">When True, the user will be prompted to delete all
/// created entities.</param>
public void Run(ServerConnection.Configuration serverConfig, bool promptForDelete)
{
try
{
// Connect to the Organization service.
// The using statement assures that the service proxy will be properly disposed.
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,
serverConfig.Credentials, serverConfig.DeviceCredentials))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
// Call the method to create any data that this sample requires.
CreateRequiredRecords();
//<snippetAssignDashboardToUser1>
AssignRequest assignRequest = new AssignRequest
{
Assignee = new EntityReference
{
LogicalName = SystemUser.EntityLogicalName,
// Here we could assign the visualization to the newly created user
Id = _otherUserId
},
Target = new EntityReference
{
LogicalName = UserForm.EntityLogicalName,
Id = _userDashboardId
}
};
_serviceProxy.Execute(assignRequest);
Console.WriteLine("The user dashboard has been assigned to Kevin Cook.");
//</snippetAssignDashboardToUser1>
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;
}
}
