private static void CreateGlobalOptionSet(
string logicalName,
string displayName,
IList <OptionMetadata> optionMetadata)
{
CreateOptionSetRequest createOptionSetRequest = new CreateOptionSetRequest
{
OptionSet = new OptionSetMetadata(new OptionMetadataCollection(optionMetadata))
{
Name = logicalName,
DisplayName = new Label(displayName, _languageCode),
IsGlobal = true,
OptionSetType = OptionSetType.Picklist
}
};
try
{
var optionsResp = (CreateOptionSetResponse)_organizationService.Execute(createOptionSetRequest);
ExConsole.WriteLineColor(
$"Created global option set {displayName} ({logicalName}) with id {optionsResp.OptionSetId}",
ConsoleColor.Green);
}
catch (FaultException <OrganizationServiceFault> ex)
{
ExConsole.WriteLineColor(
$"Could not create global option set {logicalName}: {ex.Message}",
ConsoleColor.Red);
}
}
/// <summary>
/// Global OptionSet 생성
/// </summary>
/// <param name="dto"></param>
public void CreateGlobalOptionSet(DtoOptionSet dto)
{
try
{
OptionSetMetadata setupOptionSetMetadata = GetSetupOptionSetMetadata(dto);
// Wrap the OptionSetMetadata in the appropriate request.
CreateOptionSetRequest createOptionSetRequest = new CreateOptionSetRequest
{
SolutionUniqueName = !string.IsNullOrEmpty(_solutionName) ? _solutionName : null,
OptionSet = setupOptionSetMetadata
};
// Pass the execute statement to the CRM service.
OrganizationResponse responseFromUpdateOptionSet = _orgService.Execute(createOptionSetRequest);
//foreach (var r in response.Results)
//{
// Console.WriteLine(r.Value.ToString());
//}
OrganizationResponse responseFromOptions = InsertOrUpdateForOptionSetOptions(dto);
}
catch (Exception)
{
throw;
}
}
/// <summary>
/// Shows how to create an Option Set.
/// </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();
//<snippetCreateOptionSet1>
// Define the option set to create.
OptionSetMetadata setupOptionSetMetadata = new OptionSetMetadata()
{
// The name will be used to uniquely identify the option set.
// Normally you should generate this identifier using the publisher's
// prefix and double-check that the name is not in use.
Name = _optionSetName,
DisplayName = new Label("Example Option Set", _languageCode),
Description = new Label("An Example Option Set", _languageCode),
IsGlobal = true,
OptionSetType = OptionSetType.Picklist,
// Define the list of options that populate the option set
// The order here determines the order shown in the option set.
Options =
{
// Options accepts any number of OptionMetadata instances, which
// are simply pairs of Labels and integer values.
new OptionMetadata(new Label("Option 1", _languageCode), null),
new OptionMetadata(new Label("Option 2", _languageCode), null)
}
};
// Wrap the OptionSetMetadata in the appropriate request.
CreateOptionSetRequest createOptionSetRequest = new CreateOptionSetRequest
{
OptionSet = setupOptionSetMetadata
};
// Pass the execute statement to the CRM service.
_serviceProxy.Execute(createOptionSetRequest);
Console.WriteLine("Option Set created");
//</snippetCreateOptionSet1>
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;
}
}
/// <summary>
/// Procedure: CreateGlobalOptionSet
/// Handles:
/// Created By: Will Wilson
/// Created Date: 01/01/2016
/// Changes By:
/// Changes Date:
/// Changes Made:
/// </summary>
public void CreateGlobalOptionSet(IOrganizationService service, string solutionName, string schema, string label, int lang, string[] optionLabels)
{
OptionMetadataCollection options = new OptionMetadataCollection();
foreach (string o in optionLabels)
{
options.Add(new OptionMetadata(new Label(o, lang), null));
}
CreateOptionSetRequest req = new CreateOptionSetRequest()
{
SolutionUniqueName = solutionName,
OptionSet = new OptionSetMetadata(options)
{
Name = schema,
DisplayName = new Label(label, lang),
IsGlobal = true,
OptionSetType = OptionSetType.Picklist,
}
};
CreateOptionSetResponse res = (CreateOptionSetResponse)service.Execute(req);
Console.WriteLine("Global OptionSet created: {0}", schema);
}
internal override OrganizationRequest Map(object[] dataRowValues)
{
var request = new CreateOptionSetRequest
{
OptionSet = new OptionSetMetadata
{
IsGlobal = true,
OptionSetType = OptionSetType.Picklist
}
};
foreach (var column in Columns)
{
var value = dataRowValues[column.Position - 1];
var field = (ConfigurationFile.OptionSetFields)column.TargetField;
if (value != null)
{
switch (field)
{
case ConfigurationFile.OptionSetFields.SolutionUniqueName:
request.SolutionUniqueName = value as string;
break;
case ConfigurationFile.OptionSetFields.SchemaName:
request.OptionSet.Name = value as string;
break;
case ConfigurationFile.OptionSetFields.DisplayName:
request.OptionSet.DisplayName = new Label(value as string, LcId);
break;
case ConfigurationFile.OptionSetFields.Description:
request.OptionSet.Description = new Label(value as string, LcId);
break;
case ConfigurationFile.OptionSetFields.Options:
var options = ParseOptions(value as string);
((OptionSetMetadata)request.OptionSet).Options.AddRange(options);
break;
}
}
else if (!EnumUtils.IsOptional(field))
{
throw new ArgumentException($"Mandatory data field {EnumUtils.Label(field)} does not contain a value.");
}
}
return(request);
}
public static void ProcessGlobalOptionSetAttributeList(BackgroundWorker worker, List <Attribute> attributeList, IOrganizationService service)
{
worker.ReportProgress(0, "Reviewing/Processing Global Option Sets");
var globalOptionSetList = new List <Attribute>();
foreach (var attribute in attributeList)
{
if (attribute.OptionSetType == "New Global Option Set")
{
globalOptionSetList.Add(attribute);
}
}
if (globalOptionSetList.Count != 0)
{
foreach (var attribute in globalOptionSetList)
{
string optionSetSchemaName = (string.IsNullOrWhiteSpace(attribute.GlobalOSSchemaName)) ? attribute.FieldSchemaName : attribute.GlobalOSSchemaName;
string optionSetDisplayName = (string.IsNullOrWhiteSpace(attribute.GlobalOSDisplayName)) ? attribute.FieldLabel : attribute.GlobalOSDisplayName;
string regexSantizedName = "[^a-zA-Z0-9_]";
OptionMetadataCollection globalOSCollection = AttrBase.CreateOptionMetaDataCollection(attribute);
var createOptionSetMeta = new OptionSetMetadata(globalOSCollection)
{
Name = Regex.Replace(optionSetSchemaName, regexSantizedName, string.Empty),
DisplayName = new Label(optionSetDisplayName, CultureInfo.CurrentCulture.LCID),
IsGlobal = true,
OptionSetType = Microsoft.Xrm.Sdk.Metadata.OptionSetType.Picklist
};
var createOptionsetReq = new CreateOptionSetRequest
{
OptionSet = createOptionSetMeta,
SolutionUniqueName = attribute.SolutionUniqueName
};
try
{
service.Execute(createOptionsetReq);
}
catch (Exception ex)
{
Console.WriteLine(ex.Message);
}
}
FieldCreatorPluginControl.ImportGlobalOptionSets = globalOptionSetList;
}
}
public void AddNewOptionSet()
{
using (var svc = new CrmServiceClient(connection))
{
CreateOptionSetRequest createOptionSetRequest = new CreateOptionSetRequest
{
OptionSet = new OptionSetMetadata()
{
Name = "test_option_set",
DisplayName = new Label("Test Option Set", 1033),
IsGlobal = true,
OptionSetType = OptionSetType.Picklist,
Options =
{
new OptionMetadata(new Label("Option 1", 1033), 1),
new OptionMetadata(new Label("Option 2", 1033), 2)
},
Description = new Label("This is test option set.", 1033)
},
SolutionUniqueName = "samplesolution"
};
svc.Execute(createOptionSetRequest);
}
}
/// <summary>
/// This method creates any entity records that this sample requires.
/// Create a publisher
/// Create a new solution, "Primary"
/// Create a Global Option Set in solution "Primary"
/// Export the "Primary" solution, setting it to Protected
/// Delete the option set and solution
/// Import the "Primary" solution, creating a managed solution in CRM.
/// Create a new solution, "Secondary"
/// Create an attribute in "Secondary" that references the Global Option Set
/// </summary>
public void CreateRequiredRecords()
{
//Create the publisher that will "own" the two solutions
//<snippetGetSolutionDependencies6>
Publisher publisher = new Publisher
{
UniqueName = "examplepublisher",
FriendlyName = "An Example Publisher",
Description = "This is an example publisher",
CustomizationPrefix = _prefix
};
_publisherId = _serviceProxy.Create(publisher);
//</snippetGetSolutionDependencies6>
//Create the primary solution - note that we are not creating it
//as a managed solution as that can only be done when exporting the solution.
//<snippetGetSolutionDependencies2>
Solution primarySolution = new Solution
{
Version = "1.0",
FriendlyName = "Primary Solution",
PublisherId = new EntityReference(Publisher.EntityLogicalName, _publisherId),
UniqueName = _primarySolutionName
};
_primarySolutionId = _serviceProxy.Create(primarySolution);
//</snippetGetSolutionDependencies2>
//Now, create the Global Option Set and associate it to the solution.
//<snippetGetSolutionDependencies3>
OptionSetMetadata optionSetMetadata = new OptionSetMetadata()
{
Name = _globalOptionSetName,
DisplayName = new Label("Example Option Set", _languageCode),
IsGlobal = true,
OptionSetType = OptionSetType.Picklist,
Options =
{
new OptionMetadata(new Label("Option 1", _languageCode), 1),
new OptionMetadata(new Label("Option 2", _languageCode), 2)
}
};
CreateOptionSetRequest createOptionSetRequest = new CreateOptionSetRequest
{
OptionSet = optionSetMetadata
};
createOptionSetRequest.SolutionUniqueName = _primarySolutionName;
_serviceProxy.Execute(createOptionSetRequest);
//</snippetGetSolutionDependencies3>
//Export the solution as managed so that we can later import it.
//<snippetGetSolutionDependencies4>
ExportSolutionRequest exportRequest = new ExportSolutionRequest
{
Managed = true,
SolutionName = _primarySolutionName
};
ExportSolutionResponse exportResponse =
(ExportSolutionResponse)_serviceProxy.Execute(exportRequest);
//</snippetGetSolutionDependencies4>
// Delete the option set previous created, so it can be imported under the
// managed solution.
//<snippetGetSolutionDependencies5>
DeleteOptionSetRequest deleteOptionSetRequest = new DeleteOptionSetRequest
{
Name = _globalOptionSetName
};
_serviceProxy.Execute(deleteOptionSetRequest);
//</snippetGetSolutionDependencies5>
// Delete the previous primary solution, so it can be imported as managed.
_serviceProxy.Delete(Solution.EntityLogicalName, _primarySolutionId);
_primarySolutionId = Guid.Empty;
// Re-import the solution as managed.
ImportSolutionRequest importRequest = new ImportSolutionRequest
{
CustomizationFile = exportResponse.ExportSolutionFile
};
_serviceProxy.Execute(importRequest);
// Retrieve the solution from CRM in order to get the new id.
QueryByAttribute primarySolutionQuery = new QueryByAttribute
{
EntityName = Solution.EntityLogicalName,
ColumnSet = new ColumnSet("solutionid"),
Attributes = { "uniquename" },
Values = { _primarySolutionName }
};
_primarySolutionId = _serviceProxy.RetrieveMultiple(primarySolutionQuery).Entities
.Cast<Solution>().FirstOrDefault().SolutionId.GetValueOrDefault();
// Create a secondary solution.
Solution secondarySolution = new Solution
{
Version = "1.0",
FriendlyName = "Secondary Solution",
PublisherId = new EntityReference(Publisher.EntityLogicalName, _publisherId),
UniqueName = "SecondarySolution"
};
_secondarySolutionId = _serviceProxy.Create(secondarySolution);
// Create a Picklist attribute in the secondary solution linked to the option set in the
// primary - see WorkWithOptionSets.cs for more on option sets.
PicklistAttributeMetadata picklistMetadata = new PicklistAttributeMetadata
{
SchemaName = _picklistName,
LogicalName = _picklistName,
DisplayName = new Label("Example Picklist", _languageCode),
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
OptionSet = new OptionSetMetadata
{
IsGlobal = true,
Name = _globalOptionSetName
}
};
CreateAttributeRequest createAttributeRequest = new CreateAttributeRequest
{
EntityName = Contact.EntityLogicalName,
Attribute = picklistMetadata
};
createAttributeRequest["SolutionUniqueName"] = secondarySolution.UniqueName;
_serviceProxy.Execute(createAttributeRequest);
}
public void CreateOrUpdateSharedOptionSet(string schemaName, string displayName,
IEnumerable<KeyValuePair<int, string>> options)
{
if (SharedOptionSetExists(schemaName))
{
var optionSetMetadata = GetSharedOptionSet(schemaName);
optionSetMetadata.DisplayName = new Label(displayName, 1033);
var updateOptionSetRequest = new UpdateOptionSetRequest
{
OptionSet = optionSetMetadata
};
Execute(updateOptionSetRequest);
if (options.Any())
{
var existingOptions = OptionSetToKeyValues(optionSetMetadata.Options);
var optionSet = options.ToArray();
foreach (var option in existingOptions)
{
if (!optionSet.Any(o => o.Key == option.Key))
{
var request = new DeleteOptionValueRequest
{
OptionSetName = schemaName,
Value = option.Key
};
Execute(request);
}
else if (optionSet.Any(o => o.Key == option.Key && o.Value != option.Value))
{
var newValue = optionSet.Single(o => o.Key == option.Key);
var request = new UpdateOptionValueRequest
{
OptionSetName = schemaName,
Value = option.Key,
Label = new Label(newValue.Value, 1033)
};
Execute(request);
}
}
foreach (var option in optionSet)
{
if (!existingOptions.Any(o => o.Key == option.Key))
{
var request = new InsertOptionValueRequest
{
OptionSetName = schemaName,
Value = option.Key,
Label = new Label(option.Value, 1033)
};
Execute(request);
}
}
}
}
else
{
var optionSetMetadata = new OptionSetMetadata();
optionSetMetadata.Name = schemaName;
optionSetMetadata.DisplayName = new Label(displayName, 1033);
optionSetMetadata.IsGlobal = true;
optionSetMetadata.Options.AddRange(
options.Select(o => new OptionMetadata(new Label(o.Value, 1033), o.Key)).ToList());
var request = new CreateOptionSetRequest {OptionSet = optionSetMetadata};
Execute(request);
}
RefreshSharedOptionValues(schemaName);
}
/// <summary>
/// This method creates any entity records that this sample requires.
/// </summary>
public void CreateRequiredRecords()
{
// Create a managed solution for the Install or upgrade a solution sample
Guid _tempPublisherId = new Guid();
System.String _tempCustomizationPrefix = "ds";
Guid _tempSolutionsSampleSolutionId = new Guid();
Random rn = new Random();
System.String _TempGlobalOptionSetName = "_TempSampleGlobalOptionSetName" + rn.Next();
Boolean _publisherCreated = false;
Boolean _solutionCreated = false;
//Define a new publisher
Publisher _crmSdkPublisher = new Publisher
{
UniqueName = Constants.PublisherUniqueName,
FriendlyName = Constants.PublisherFriendlyName,
SupportingWebsiteUrl = Constants.PublisherSupportingWebsiteUrl,
CustomizationPrefix = Constants.PublisherCustomizationPrefix,
EMailAddress = Constants.PublisherEmailAddress,
Description = Constants.PublisherDescription
};
//Does publisher already exist?
QueryExpression querySDKSamplePublisher = new QueryExpression
{
EntityName = Publisher.EntityLogicalName,
ColumnSet = new ColumnSet("publisherid", "customizationprefix"),
Criteria = new FilterExpression()
};
querySDKSamplePublisher.Criteria.AddCondition("uniquename", ConditionOperator.Equal, _crmSdkPublisher.UniqueName);
EntityCollection querySDKSamplePublisherResults = _serviceProxy.RetrieveMultiple(querySDKSamplePublisher);
Publisher SDKSamplePublisherResults = null;
//If it already exists, use it
if (querySDKSamplePublisherResults.Entities.Count > 0)
{
SDKSamplePublisherResults = (Publisher)querySDKSamplePublisherResults.Entities[0];
_tempPublisherId = (Guid)SDKSamplePublisherResults.PublisherId;
_tempCustomizationPrefix = SDKSamplePublisherResults.CustomizationPrefix;
}
//If it doesn't exist, create it
if (SDKSamplePublisherResults == null)
{
_tempPublisherId = _serviceProxy.Create(_crmSdkPublisher);
_tempCustomizationPrefix = _crmSdkPublisher.CustomizationPrefix;
_publisherCreated = true;
}
//Upload only configuration page
UploadConfigurationPageForSolution();
//SetWebResourceConfigurationForSolution();
//Define a solution
Solution solution = new Solution
{
UniqueName = Constants.SolutionUniqueName,
FriendlyName = Constants.SolutionFriendlyName,
PublisherId = new EntityReference(Publisher.EntityLogicalName, _tempPublisherId),
Description = Constants.SolutionDescription,
Version = Constants.SolutionVersion,
ConfigurationPageId = new EntityReference(WebResource.EntityLogicalName, _webResourceIdForSolution[0])
};
//Check whether it already exists
QueryExpression querySampleSolution = new QueryExpression
{
EntityName = Solution.EntityLogicalName,
ColumnSet = new ColumnSet(),
Criteria = new FilterExpression()
};
querySampleSolution.Criteria.AddCondition("uniquename", ConditionOperator.Equal, solution.UniqueName);
EntityCollection querySampleSolutionResults = _serviceProxy.RetrieveMultiple(querySampleSolution);
Solution SampleSolutionResults = null;
if (querySampleSolutionResults.Entities.Count > 0)
{
SampleSolutionResults = (Solution)querySampleSolutionResults.Entities[0];
_tempSolutionsSampleSolutionId = (Guid)SampleSolutionResults.SolutionId;
}
if (SampleSolutionResults == null)
{
_tempSolutionsSampleSolutionId = _serviceProxy.Create(solution);
_solutionCreated = true;
}
// Add a solution Component
OptionSetMetadata optionSetMetadata = new OptionSetMetadata()
{
Name = _tempCustomizationPrefix + _TempGlobalOptionSetName,
DisplayName = new Label("Example Option Set", _languageCode),
IsGlobal = true,
OptionSetType = OptionSetType.Picklist,
Options =
{
new OptionMetadata(new Label("Option A", _languageCode), null),
new OptionMetadata(new Label("Option B", _languageCode), null)
}
};
CreateOptionSetRequest createOptionSetRequest = new CreateOptionSetRequest
{
OptionSet = optionSetMetadata,
SolutionUniqueName = solution.UniqueName
};
_serviceProxy.Execute(createOptionSetRequest);
//delete configuration entity
if (IsEntityExist(_customEntityName) > 0)
{
DeleteEntityRequest customEntityNameFormField = new DeleteEntityRequest()
{
LogicalName = _customEntityName,
};
_serviceProxy.Execute(customEntityNameFormField);
}
// Create the dots_autonumber entity.
AutoSMS.DotsAutoNumberEntity();
// CreateTab();
//delete dots_configuration entity
if (IsEntityExist(_customConfigurationEntityName) > 0)
{
DeleteEntityRequest customEntityNameFormField = new DeleteEntityRequest()
{
LogicalName = _customConfigurationEntityName,
};
_serviceProxy.Execute(customEntityNameFormField);
}
//for create dots_configuration entity
AutoSMS.DotsAutoNumberConfigurationEntity();
// assign dots_autonumber form entity to solution
RetrieveEntityRequest retrievepowertEntityRequest = new RetrieveEntityRequest
{
EntityFilters = EntityFilters.Entity,
LogicalName = _customEntityName
};
RetrieveEntityResponse retrievepowerEntityResponse = (RetrieveEntityResponse)_serviceProxy.Execute(retrievepowertEntityRequest);
AddSolutionComponentRequest addReq = new AddSolutionComponentRequest()
{
ComponentType = 1,
ComponentId = (Guid)retrievepowerEntityResponse.EntityMetadata.MetadataId,
SolutionUniqueName = solution.UniqueName,
AddRequiredComponents = true
};
_serviceProxy.Execute(addReq);
//assign dots_configuration entity to solution
RetrieveEntityRequest retrieveconfigurationtEntityRequest = new RetrieveEntityRequest
{
EntityFilters = EntityFilters.Entity,
LogicalName = _customConfigurationEntityName
};
RetrieveEntityResponse retrieveconfigEntityResponse = (RetrieveEntityResponse)_serviceProxy.Execute(retrieveconfigurationtEntityRequest);
AddSolutionComponentRequest addConfigReq = new AddSolutionComponentRequest()
{
ComponentType = 1,
ComponentId = (Guid)retrieveconfigEntityResponse.EntityMetadata.MetadataId,
SolutionUniqueName = solution.UniqueName,
AddRequiredComponents = true
};
_serviceProxy.Execute(addConfigReq);
//assign web resource to slution
CreateWebResource(solution.UniqueName);
//assign configuration page above created to solution
AssiginConfigurationPageToSolution(_webResourceIdForSolution[0], solution.UniqueName);
ExportSolutionRequest exportSolutionRequest = new ExportSolutionRequest();
exportSolutionRequest.Managed = false;
exportSolutionRequest.SolutionName = solution.UniqueName;
ExportSolutionResponse exportSolutionResponse = (ExportSolutionResponse)_serviceProxy.Execute(exportSolutionRequest);
byte[] exportXml = exportSolutionResponse.ExportSolutionFile;
System.IO.Directory.CreateDirectory(_outputDir);
File.WriteAllBytes(_managedSolutionLocation, exportXml);
// Delete the solution and the components so it can be installed.
DeleteOptionSetRequest delOptSetReq = new DeleteOptionSetRequest {
Name = (_tempCustomizationPrefix + _TempGlobalOptionSetName).ToLower()
};
_serviceProxy.Execute(delOptSetReq);
DeleteEntityRequest delEntReq = new DeleteEntityRequest {
LogicalName = (_customEntityName)
};
_serviceProxy.Execute(delEntReq);
DeleteEntityRequest delEntReqConfig = new DeleteEntityRequest {
LogicalName = (_customConfigurationEntityName)
};
_serviceProxy.Execute(delEntReqConfig);
if (_solutionCreated)
{
_serviceProxy.Delete(Solution.EntityLogicalName, _tempSolutionsSampleSolutionId);
//delete webresorce
foreach (var _id in _webResourceIds)
{
_serviceProxy.Delete(WebResource.EntityLogicalName, _id);
}
//for configuration page above created delete
_serviceProxy.Delete(WebResource.EntityLogicalName, _webResourceIdForSolution[0]);
}
if (_publisherCreated)
{
_serviceProxy.Delete(Publisher.EntityLogicalName, _tempPublisherId);
}
Console.WriteLine("Managed Solution created and copied to {0}", _managedSolutionLocation);
}
/// <summary>
/// Create a global option set.
/// Set the options for that option set.
/// Create a new reference to that option set on an entity.
/// Update the option set's properties.
/// Check the global option set for dependencies.
/// Delete the option set.
/// </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();
#region How to create global option set
// Define the request object and pass to the service.
CreateOptionSetRequest createOptionSetRequest = new CreateOptionSetRequest
{
// Create a global option set (OptionSetMetadata).
OptionSet = new OptionSetMetadata
{
Name = _globalOptionSetName,
DisplayName = new Label("Example Option Set", _languageCode),
IsGlobal = true,
OptionSetType = OptionSetType.Picklist,
Options =
{
new OptionMetadata(new Label("Open", _languageCode), null),
new OptionMetadata(new Label("Suspended", _languageCode), null),
new OptionMetadata(new Label("Cancelled", _languageCode), null),
new OptionMetadata(new Label("Closed", _languageCode), null)
}
}
};
// Execute the request.
CreateOptionSetResponse optionsResp =
(CreateOptionSetResponse)_serviceProxy.Execute(createOptionSetRequest);
#endregion How to create global option set
// Store the option set's id as it will be needed to find all the
// dependent components.
_optionSetId = optionsResp.OptionSetId;
Console.WriteLine("The global option set has been created.");
#region How to create a picklist linked to the global option set
// Create a Picklist linked to the option set.
// Specify which entity will own the picklist, and create it.
CreateAttributeRequest createRequest = new CreateAttributeRequest
{
EntityName = Contact.EntityLogicalName,
Attribute = new PicklistAttributeMetadata
{
SchemaName = "sample_examplepicklist",
LogicalName = "sample_examplepicklist",
DisplayName = new Label("Example Picklist", _languageCode),
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
// In order to relate the picklist to the global option set, be sure
// to specify the two attributes below appropriately.
// Failing to do so will lead to errors.
OptionSet = new OptionSetMetadata
{
IsGlobal = true,
Name = _globalOptionSetName
}
}
};
_serviceProxy.Execute(createRequest);
Console.WriteLine("Referring picklist attribute created.");
#endregion How to create a picklist linked to the global option set
#region How to update a global option set
// Use UpdateOptionSetRequest to update the basic information of an option
// set. Updating option set values requires different messages (see below).
UpdateOptionSetRequest updateOptionSetRequest = new UpdateOptionSetRequest
{
OptionSet = new OptionSetMetadata
{
DisplayName = new Label("Updated Option Set", _languageCode),
Name = _globalOptionSetName,
IsGlobal = true
}
};
_serviceProxy.Execute(updateOptionSetRequest);
//Publish the OptionSet
PublishXmlRequest pxReq1 = new PublishXmlRequest {
ParameterXml = String.Format("<importexportxml><optionsets><optionset>{0}</optionset></optionsets></importexportxml>", _globalOptionSetName)
};
_serviceProxy.Execute(pxReq1);
Console.WriteLine("Option Set display name changed.");
#endregion How to update a global option set properties
#region How to insert a new option item in a global option set
// Use InsertOptionValueRequest to insert a new option into a
// global option set.
InsertOptionValueRequest insertOptionValueRequest =
new InsertOptionValueRequest
{
OptionSetName = _globalOptionSetName,
Label = new Label("New Picklist Label", _languageCode)
};
// Execute the request and store the newly inserted option value
// for cleanup, used in the later part of this sample.
_insertedOptionValue = ((InsertOptionValueResponse)_serviceProxy.Execute(
insertOptionValueRequest)).NewOptionValue;
//Publish the OptionSet
PublishXmlRequest pxReq2 = new PublishXmlRequest {
ParameterXml = String.Format("<importexportxml><optionsets><optionset>{0}</optionset></optionsets></importexportxml>", _globalOptionSetName)
};
_serviceProxy.Execute(pxReq2);
Console.WriteLine("Created {0} with the value of {1}.",
insertOptionValueRequest.Label.LocalizedLabels[0].Label,
_insertedOptionValue);
#endregion How to insert a new option item in a global option set
#region How to retrieve a global option set by it's name
// Use the RetrieveOptionSetRequest message to retrieve
// a global option set by it's name.
RetrieveOptionSetRequest retrieveOptionSetRequest =
new RetrieveOptionSetRequest
{
Name = _globalOptionSetName
};
// Execute the request.
RetrieveOptionSetResponse retrieveOptionSetResponse =
(RetrieveOptionSetResponse)_serviceProxy.Execute(
retrieveOptionSetRequest);
Console.WriteLine("Retrieved {0}.",
retrieveOptionSetRequest.Name);
// Access the retrieved OptionSetMetadata.
OptionSetMetadata retrievedOptionSetMetadata =
(OptionSetMetadata)retrieveOptionSetResponse.OptionSetMetadata;
// Get the current options list for the retrieved attribute.
OptionMetadata[] optionList =
retrievedOptionSetMetadata.Options.ToArray();
#endregion How to retrieve a global option set by it's name
#region How to update an option item in a picklist
// In order to change labels on option set values (or delete) option set
// values, you must use UpdateOptionValueRequest
// (or DeleteOptionValueRequest).
UpdateOptionValueRequest updateOptionValueRequest =
new UpdateOptionValueRequest
{
OptionSetName = _globalOptionSetName,
// Update the second option value.
Value = optionList[1].Value.Value,
Label = new Label("Updated Option 1", _languageCode)
};
_serviceProxy.Execute(updateOptionValueRequest);
//Publish the OptionSet
PublishXmlRequest pxReq3 = new PublishXmlRequest {
ParameterXml = String.Format("<importexportxml><optionsets><optionset>{0}</optionset></optionsets></importexportxml>", _globalOptionSetName)
};
_serviceProxy.Execute(pxReq3);
Console.WriteLine("Option Set option label changed.");
#endregion How to update an option item in a picklist
#region How to change the order of options of a global option set
// Change the order of the original option's list.
// Use the OrderBy (OrderByDescending) linq function to sort options in
// ascending (descending) order according to label text.
// For ascending order use this:
var updateOptionList =
optionList.OrderBy(x => x.Label.LocalizedLabels[0].Label).ToList();
// For descending order use this:
// var updateOptionList =
// optionList.OrderByDescending(
// x => x.Label.LocalizedLabels[0].Label).ToList();
// Create the request.
OrderOptionRequest orderOptionRequest = new OrderOptionRequest
{
// Set the properties for the request.
OptionSetName = _globalOptionSetName,
// Set the changed order using Select linq function
// to get only values in an array from the changed option list.
Values = updateOptionList.Select(x => x.Value.Value).ToArray()
};
// Execute the request
_serviceProxy.Execute(orderOptionRequest);
//Publish the OptionSet
PublishXmlRequest pxReq4 = new PublishXmlRequest {
ParameterXml = String.Format("<importexportxml><optionsets><optionset>{0}</optionset></optionsets></importexportxml>", _globalOptionSetName)
};
_serviceProxy.Execute(pxReq4);
Console.WriteLine("Option Set option order changed");
#endregion How to change the order of options of a global option set
#region How to retrieve all global option sets
// Use RetrieveAllOptionSetsRequest to retrieve all global option sets.
// Create the request.
RetrieveAllOptionSetsRequest retrieveAllOptionSetsRequest =
new RetrieveAllOptionSetsRequest();
// Execute the request
RetrieveAllOptionSetsResponse retrieveAllOptionSetsResponse =
(RetrieveAllOptionSetsResponse)_serviceProxy.Execute(
retrieveAllOptionSetsRequest);
// Now you can use RetrieveAllOptionSetsResponse.OptionSetMetadata property to
// work with all retrieved option sets.
if (retrieveAllOptionSetsResponse.OptionSetMetadata.Count() > 0)
{
Console.WriteLine("All the global option sets retrieved as below:");
int count = 1;
foreach (OptionSetMetadataBase optionSetMetadata in
retrieveAllOptionSetsResponse.OptionSetMetadata)
{
Console.WriteLine("{0} {1}", count++,
(optionSetMetadata.DisplayName.LocalizedLabels.Count > 0)? optionSetMetadata.DisplayName.LocalizedLabels[0].Label : String.Empty);
}
}
#endregion How to retrieve all global option sets
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;
}
}
/// <summary>
/// Create Picklist Field
/// </summary>
/// <param name="SchemaName">Schema name of Attribute.</param>
/// <param name="DisplayName">Display name of Attribute.</param>
/// <param name="pickListArray">String Array for options set.</param>
/// <param name="addedAttributes">Pass by reference, your Entity List.</param>
/// <param name="multi">Pass "multi" for multiple picklist</param>
static void createFieldPicklist(string SchemaName, string DisplayName, string[] pickListArray, ref List <AttributeMetadata> addedAttributes, string multi = "single")
{
// Option attribute meta mapper
IList <OptionMetadata> options = new List <OptionMetadata>();
foreach (string singleTupleOptionMetadata in pickListArray)
{
options.Add(new OptionMetadata(new Label(singleTupleOptionMetadata, 1033), null));
}
OptionSetMetadata optionset = new OptionSetMetadata(new OptionMetadataCollection(options));
optionset.IsGlobal = true;
optionset.OptionSetType = OptionSetType.Picklist;
optionset.DisplayName = new Label(DisplayName + " Global Picklist *", 1033);
optionset.Description = new Label("MSVProperties - " + DisplayName + " picklist option set", 1033);
optionset.Name = "new_msvproperties_" + SchemaName + "_option_global";
try
{
CrmServiceClient service = SampleHelpers.Connect("Connect");
CreateOptionSetRequest createOptionSetRequest = new CreateOptionSetRequest
{
// Create a global option set (OptionSetMetadata).
OptionSet = optionset
};
CreateOptionSetResponse optionsResp = (CreateOptionSetResponse)service.Execute(createOptionSetRequest);
}
catch (Exception ex)
{
//Supress Error.
}
if ("multi" == multi)
{
var CreatedMultiSelectPicklistAttributeMetadata = new MultiSelectPicklistAttributeMetadata("new_" + SchemaName)
{
SchemaName = "new_" + SchemaName,
LogicalName = "new_" + SchemaName,
DisplayName = new Label(DisplayName + " *", 1033),
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
Description = new Label("MSVProperties CRM " + DisplayName + " multi check List", 1033),
IsValidForForm = true,
IsValidForGrid = true,
OptionSet = new OptionSetMetadata
{
IsGlobal = true,
Name = optionset.Name
}
};
// Add and return early.
addedAttributes.Add(CreatedMultiSelectPicklistAttributeMetadata);
}
else
{
var CreatedPicklistAttributeMetadata = new PicklistAttributeMetadata("new_" + SchemaName)
{
SchemaName = "new_" + SchemaName,
LogicalName = "new_" + SchemaName,
DisplayName = new Label(DisplayName + " *", 1033),
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
Description = new Label("MSVProperties CRM " + DisplayName + " single checklist", 1033),
IsValidForForm = true,
IsValidForGrid = true,
OptionSet = new OptionSetMetadata
{
IsGlobal = true,
Name = optionset.Name
}
};
addedAttributes.Add(CreatedPicklistAttributeMetadata);
}
}
public static void CreateQuestionMapping(OrganizationServiceProxy service, string name, string type, string values, string desc)
{
var nameLength = name.Length > 40 ? 40 : name.Length;
var uniqueName = name.Substring(0, nameLength);
uniqueName = uniqueName.Replace("(", "").Replace(")", "").Replace("(", "").Replace("/", "")
.Replace("-", "").Replace(";", "").Replace("?", "").Replace("&", "").Replace(",", "").Replace(":", "").Replace(" ", "").ToLower();
var displaynameLength = name.Length > 50 ? 50 : name.Length;
var DisplayName = name.Substring(0, displaynameLength);
if (type == "Option Set")
{
var _values = values.Split(',');
// Define the option set to create.
OptionSetMetadata setupOptionSetMetadata = new OptionSetMetadata()
{
// The name will be used to uniquely identify the option set.
// Normally you should generate this identifier using the publisher's
// prefix and double-check that the name is not in use.
Name = publisherPrefix + uniqueName,
DisplayName = new Label(DisplayName, _languageCode),
Description = new Label(desc, _languageCode),
IsGlobal = true,
OptionSetType = OptionSetType.Picklist,
// Define the list of options that populate the option set
// The order here determines the order shown in the option set.
Options =
{
// Options accepts any number of OptionMetadata instances, which
// are simply pairs of Labels and integer values.
new OptionMetadata(new Label(_values[0], _languageCode), null),
new OptionMetadata(new Label(_values[1], _languageCode), null),
}
};
// Wrap the OptionSetMetadata in the appropriate request.
CreateOptionSetRequest createOptionSetRequest = new CreateOptionSetRequest
{
OptionSet = setupOptionSetMetadata
};
// Pass the execute statement to the CRM service.
//service.Execute(createOptionSetRequest);
Console.WriteLine(DisplayName + " Option Set created");
service.Execute(createOptionSetRequest);
}
else if (type.StartsWith("Mutli"))
{
var _values = values.Split(',');
var outDoorActivitiesAttribute = new MultiSelectPicklistAttributeMetadata()
{
SchemaName = publisherPrefix + uniqueName,
LogicalName = publisherPrefix + uniqueName,
DisplayName = new Label(DisplayName, _languageCode),
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
Description = new Label(desc, _languageCode),
OptionSet = new OptionSetMetadata()
{
IsGlobal = false,
OptionSetType = OptionSetType.Picklist,
Options =
{
new OptionMetadata(new Label(_values[0], _languageCode), 1),
new OptionMetadata(new Label(_values[1], _languageCode), 2)
}
}
};
CreateAttributeRequest createAttributeRequest = new CreateAttributeRequest
{
EntityName = "blu_questionmapping",
Attribute = outDoorActivitiesAttribute
};
service.Execute(createAttributeRequest);
Console.WriteLine(DisplayName + " Option Set created");
}
else if (type == "Boolean")
{
var att = CreateBooleanAttribute(uniqueName, DisplayName, AttributeRequiredLevel.None, desc);
CreateAttributeRequest createAttributeRequest = new CreateAttributeRequest
{
EntityName = "blu_questionmapping",
Attribute = att
};
service.Execute(createAttributeRequest);
}
else if (type == "Date & Time")
{
var att = CreateDateTimeAttribute(uniqueName, DisplayName, AttributeRequiredLevel.None, desc);
CreateAttributeRequest createAttributeRequest = new CreateAttributeRequest
{
EntityName = "blu_questionmapping",
Attribute = att
};
service.Execute(createAttributeRequest);
}
else if (type == "Multi Text")
{
var att = CreateMemoAttribute(uniqueName, DisplayName, AttributeRequiredLevel.None, desc, 4000);
CreateAttributeRequest createAttributeRequest = new CreateAttributeRequest
{
EntityName = "blu_questionmapping",
Attribute = att
};
service.Execute(createAttributeRequest);
}
else if (type == "Text")
{
var att = CreateStringAttribute(uniqueName, DisplayName, AttributeRequiredLevel.None, desc, 500);
CreateAttributeRequest createAttributeRequest = new CreateAttributeRequest
{
EntityName = "blu_questionmapping",
Attribute = att
};
service.Execute(createAttributeRequest);
}
else if (type == "Whole Integer")
{
var att = CreateIntegerAttributeMetadata(uniqueName, DisplayName, AttributeRequiredLevel.None, desc, -1000000, 1000000);
CreateAttributeRequest createAttributeRequest = new CreateAttributeRequest
{
EntityName = "blu_questionmapping",
Attribute = att
};
service.Execute(createAttributeRequest);
}
}
[STAThread] // Required to support the interactive login experience
static void Main(string[] args)
{
CrmServiceClient service = null;
try
{
service = SampleHelpers.Connect("Connect");
if (service.IsReady)
{
// Create any entity records that the demonstration code requires
SetUpSample(service);
#region Demonstrate
// Define the request object and pass to the service.
var createOptionSetRequest = new CreateOptionSetRequest
{
// Create a global option set (OptionSetMetadata).
OptionSet = new OptionSetMetadata
{
Name = _globalOptionSetName,
DisplayName = new Label("Example Option Set", _languageCode),
IsGlobal = true,
OptionSetType = OptionSetType.Picklist,
Options =
{
new OptionMetadata(new Label("Open", _languageCode), null),
new OptionMetadata(new Label("Suspended", _languageCode), null),
new OptionMetadata(new Label("Cancelled", _languageCode), null),
new OptionMetadata(new Label("Closed", _languageCode), null)
}
}
};
// Execute the request.
CreateOptionSetResponse optionsResp =
(CreateOptionSetResponse)service.Execute(createOptionSetRequest);
//</snippetWorkwithGlobalOptionSets2>
#endregion How to create global option set
// Store the option set's id as it will be needed to find all the
// dependent components.
_optionSetId = optionsResp.OptionSetId;
Console.WriteLine("The global option set has been created.");
#region How to create a picklist linked to the global option set
//<snippetWorkwithGlobalOptionSets3>
// Create a Picklist linked to the option set.
// Specify which entity will own the picklist, and create it.
var createRequest = new CreateAttributeRequest
{
EntityName = Contact.EntityLogicalName,
Attribute = new PicklistAttributeMetadata
{
SchemaName = "sample_examplepicklist",
LogicalName = "sample_examplepicklist",
DisplayName = new Label("Example Picklist", _languageCode),
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
// In order to relate the picklist to the global option set, be sure
// to specify the two attributes below appropriately.
// Failing to do so will lead to errors.
OptionSet = new OptionSetMetadata
{
IsGlobal = true,
Name = _globalOptionSetName
}
}
};
service.Execute(createRequest);
//</snippetWorkwithGlobalOptionSets3>
Console.WriteLine("Referring picklist attribute created.");
#endregion How to create a picklist linked to the global option set
#region How to update a global option set
//<snippetWorkwithGlobalOptionSets4>
// Use UpdateOptionSetRequest to update the basic information of an option
// set. Updating option set values requires different messages (see below).
var updateOptionSetRequest = new UpdateOptionSetRequest
{
OptionSet = new OptionSetMetadata
{
DisplayName = new Label("Updated Option Set", _languageCode),
Name = _globalOptionSetName,
IsGlobal = true
}
};
service.Execute(updateOptionSetRequest);
//Publish the OptionSet
var pxReq1 = new PublishXmlRequest {
ParameterXml = String.Format("<importexportxml><optionsets><optionset>{0}</optionset></optionsets></importexportxml>", _globalOptionSetName)
};
service.Execute(pxReq1);
//</snippetWorkwithGlobalOptionSets4>
Console.WriteLine("Option Set display name changed.");
#endregion How to update a global option set properties
#region How to insert a new option item in a global option set
//<snippetWorkwithGlobalOptionSets5>
// Use InsertOptionValueRequest to insert a new option into a
// global option set.
InsertOptionValueRequest insertOptionValueRequest =
new InsertOptionValueRequest
{
OptionSetName = _globalOptionSetName,
Label = new Label("New Picklist Label", _languageCode)
};
// Execute the request and store the newly inserted option value
// for cleanup, used in the later part of this sample.
_insertedOptionValue = ((InsertOptionValueResponse)service.Execute(
insertOptionValueRequest)).NewOptionValue;
//Publish the OptionSet
PublishXmlRequest pxReq2 = new PublishXmlRequest {
ParameterXml = String.Format("<importexportxml><optionsets><optionset>{0}</optionset></optionsets></importexportxml>", _globalOptionSetName)
};
service.Execute(pxReq2);
//</snippetWorkwithGlobalOptionSets5>
Console.WriteLine("Created {0} with the value of {1}.",
insertOptionValueRequest.Label.LocalizedLabels[0].Label,
_insertedOptionValue);
#endregion How to insert a new option item in a global option set
#region How to retrieve a global option set by it's name
//<snippetWorkwithGlobalOptionSets6>
// Use the RetrieveOptionSetRequest message to retrieve
// a global option set by it's name.
RetrieveOptionSetRequest retrieveOptionSetRequest =
new RetrieveOptionSetRequest
{
Name = _globalOptionSetName
};
// Execute the request.
RetrieveOptionSetResponse retrieveOptionSetResponse =
(RetrieveOptionSetResponse)service.Execute(
retrieveOptionSetRequest);
Console.WriteLine("Retrieved {0}.",
retrieveOptionSetRequest.Name);
// Access the retrieved OptionSetMetadata.
OptionSetMetadata retrievedOptionSetMetadata =
(OptionSetMetadata)retrieveOptionSetResponse.OptionSetMetadata;
// Get the current options list for the retrieved attribute.
OptionMetadata[] optionList =
retrievedOptionSetMetadata.Options.ToArray();
//</snippetWorkwithGlobalOptionSets6>
#endregion How to retrieve a global option set by it's name
#region How to update an option item in a picklist
//<snippetWorkwithGlobalOptionSets7>
// In order to change labels on option set values (or delete) option set
// values, you must use UpdateOptionValueRequest
// (or DeleteOptionValueRequest).
UpdateOptionValueRequest updateOptionValueRequest =
new UpdateOptionValueRequest
{
OptionSetName = _globalOptionSetName,
// Update the second option value.
Value = optionList[1].Value.Value,
Label = new Label("Updated Option 1", _languageCode)
};
service.Execute(updateOptionValueRequest);
//Publish the OptionSet
PublishXmlRequest pxReq3 = new PublishXmlRequest {
ParameterXml = String.Format("<importexportxml><optionsets><optionset>{0}</optionset></optionsets></importexportxml>", _globalOptionSetName)
};
service.Execute(pxReq3);
//</snippetWorkwithGlobalOptionSets7>
Console.WriteLine("Option Set option label changed.");
#endregion How to update an option item in a picklist
#region How to change the order of options of a global option set
//<snippetWorkwithGlobalOptionSets8>
// Change the order of the original option's list.
// Use the OrderBy (OrderByDescending) linq function to sort options in
// ascending (descending) order according to label text.
// For ascending order use this:
var updateOptionList =
optionList.OrderBy(x => x.Label.LocalizedLabels[0].Label).ToList();
// For descending order use this:
// var updateOptionList =
// optionList.OrderByDescending(
// x => x.Label.LocalizedLabels[0].Label).ToList();
// Create the request.
OrderOptionRequest orderOptionRequest = new OrderOptionRequest
{
// Set the properties for the request.
OptionSetName = _globalOptionSetName,
// Set the changed order using Select linq function
// to get only values in an array from the changed option list.
Values = updateOptionList.Select(x => x.Value.Value).ToArray()
};
// Execute the request
service.Execute(orderOptionRequest);
//Publish the OptionSet
PublishXmlRequest pxReq4 = new PublishXmlRequest {
ParameterXml = String.Format("<importexportxml><optionsets><optionset>{0}</optionset></optionsets></importexportxml>", _globalOptionSetName)
};
service.Execute(pxReq4);
//</snippetWorkwithGlobalOptionSets8>
Console.WriteLine("Option Set option order changed");
#endregion How to change the order of options of a global option set
#region How to retrieve all global option sets
//<snippetWorkwithGlobalOptionSets9>
// Use RetrieveAllOptionSetsRequest to retrieve all global option sets.
// Create the request.
RetrieveAllOptionSetsRequest retrieveAllOptionSetsRequest =
new RetrieveAllOptionSetsRequest();
// Execute the request
RetrieveAllOptionSetsResponse retrieveAllOptionSetsResponse =
(RetrieveAllOptionSetsResponse)service.Execute(
retrieveAllOptionSetsRequest);
// Now you can use RetrieveAllOptionSetsResponse.OptionSetMetadata property to
// work with all retrieved option sets.
if (retrieveAllOptionSetsResponse.OptionSetMetadata.Count() > 0)
{
Console.WriteLine("All the global option sets retrieved as below:");
int count = 1;
foreach (OptionSetMetadataBase optionSetMetadata in
retrieveAllOptionSetsResponse.OptionSetMetadata)
{
Console.WriteLine("{0} {1}", count++,
(optionSetMetadata.DisplayName.LocalizedLabels.Count > 0) ? optionSetMetadata.DisplayName.LocalizedLabels[0].Label : String.Empty);
}
}
#endregion Demonstrate
#region Clean up
CleanUpSample(service);
#endregion Clean up
}
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;
}
}
}
catch (Exception ex)
{
SampleHelpers.HandleException(ex);
}
finally
{
if (service != null)
{
service.Dispose();
}
Console.WriteLine("Press <Enter> to exit.");
Console.ReadLine();
}
}
/// <summary>
/// Create a global option set.
/// Set the options for that option set.
/// Create a new reference to that option set on an entity.
/// Update the option set's properties.
/// Check the global option set for dependencies.
/// Delete the option set.
/// </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();
//<snippetWorkwithGlobalOptionSets1>
//<snippetWorkwithGlobalOptionSets2>
#region How to create global option set
// Define the request object and pass to the service.
CreateOptionSetRequest createOptionSetRequest = new CreateOptionSetRequest
{
// Create a global option set (OptionSetMetadata).
OptionSet = new OptionSetMetadata
{
Name = _globalOptionSetName,
DisplayName = new Label("Example Option Set", _languageCode),
IsGlobal = true,
OptionSetType = OptionSetType.Picklist,
Options =
{
new OptionMetadata(new Label("Open", _languageCode), null),
new OptionMetadata(new Label("Suspended", _languageCode), null),
new OptionMetadata(new Label("Cancelled", _languageCode), null),
new OptionMetadata(new Label("Closed", _languageCode), null)
}
}
};
// Execute the request.
CreateOptionSetResponse optionsResp =
(CreateOptionSetResponse)_serviceProxy.Execute(createOptionSetRequest);
//</snippetWorkwithGlobalOptionSets2>
#endregion How to create global option set
// Store the option set's id as it will be needed to find all the
// dependent components.
_optionSetId = optionsResp.OptionSetId;
Console.WriteLine("The global option set has been created.");
#region How to create a picklist linked to the global option set
//<snippetWorkwithGlobalOptionSets3>
// Create a Picklist linked to the option set.
// Specify which entity will own the picklist, and create it.
CreateAttributeRequest createRequest = new CreateAttributeRequest
{
EntityName = Contact.EntityLogicalName,
Attribute = new PicklistAttributeMetadata
{
SchemaName = "sample_examplepicklist",
LogicalName = "sample_examplepicklist",
DisplayName = new Label("Example Picklist", _languageCode),
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
// In order to relate the picklist to the global option set, be sure
// to specify the two attributes below appropriately.
// Failing to do so will lead to errors.
OptionSet = new OptionSetMetadata
{
IsGlobal = true,
Name = _globalOptionSetName
}
}
};
_serviceProxy.Execute(createRequest);
//</snippetWorkwithGlobalOptionSets3>
Console.WriteLine("Referring picklist attribute created.");
#endregion How to create a picklist linked to the global option set
#region How to update a global option set
//<snippetWorkwithGlobalOptionSets4>
// Use UpdateOptionSetRequest to update the basic information of an option
// set. Updating option set values requires different messages (see below).
UpdateOptionSetRequest updateOptionSetRequest = new UpdateOptionSetRequest
{
OptionSet = new OptionSetMetadata
{
DisplayName = new Label("Updated Option Set", _languageCode),
Name = _globalOptionSetName,
IsGlobal = true
}
};
_serviceProxy.Execute(updateOptionSetRequest);
//Publish the OptionSet
PublishXmlRequest pxReq1 = new PublishXmlRequest { ParameterXml = String.Format("<importexportxml><optionsets><optionset>{0}</optionset></optionsets></importexportxml>", _globalOptionSetName) };
_serviceProxy.Execute(pxReq1);
//</snippetWorkwithGlobalOptionSets4>
Console.WriteLine("Option Set display name changed.");
#endregion How to update a global option set properties
#region How to insert a new option item in a global option set
//<snippetWorkwithGlobalOptionSets5>
// Use InsertOptionValueRequest to insert a new option into a
// global option set.
InsertOptionValueRequest insertOptionValueRequest =
new InsertOptionValueRequest
{
OptionSetName = _globalOptionSetName,
Label = new Label("New Picklist Label", _languageCode)
};
// Execute the request and store the newly inserted option value
// for cleanup, used in the later part of this sample.
_insertedOptionValue = ((InsertOptionValueResponse)_serviceProxy.Execute(
insertOptionValueRequest)).NewOptionValue;
//Publish the OptionSet
PublishXmlRequest pxReq2 = new PublishXmlRequest { ParameterXml = String.Format("<importexportxml><optionsets><optionset>{0}</optionset></optionsets></importexportxml>", _globalOptionSetName) };
_serviceProxy.Execute(pxReq2);
//</snippetWorkwithGlobalOptionSets5>
Console.WriteLine("Created {0} with the value of {1}.",
insertOptionValueRequest.Label.LocalizedLabels[0].Label,
_insertedOptionValue);
#endregion How to insert a new option item in a global option set
#region How to retrieve a global option set by it's name
//<snippetWorkwithGlobalOptionSets6>
// Use the RetrieveOptionSetRequest message to retrieve
// a global option set by it's name.
RetrieveOptionSetRequest retrieveOptionSetRequest =
new RetrieveOptionSetRequest
{
Name = _globalOptionSetName
};
// Execute the request.
RetrieveOptionSetResponse retrieveOptionSetResponse =
(RetrieveOptionSetResponse)_serviceProxy.Execute(
retrieveOptionSetRequest);
Console.WriteLine("Retrieved {0}.",
retrieveOptionSetRequest.Name);
// Access the retrieved OptionSetMetadata.
OptionSetMetadata retrievedOptionSetMetadata =
(OptionSetMetadata)retrieveOptionSetResponse.OptionSetMetadata;
// Get the current options list for the retrieved attribute.
OptionMetadata[] optionList =
retrievedOptionSetMetadata.Options.ToArray();
//</snippetWorkwithGlobalOptionSets6>
#endregion How to retrieve a global option set by it's name
#region How to update an option item in a picklist
//<snippetWorkwithGlobalOptionSets7>
// In order to change labels on option set values (or delete) option set
// values, you must use UpdateOptionValueRequest
// (or DeleteOptionValueRequest).
UpdateOptionValueRequest updateOptionValueRequest =
new UpdateOptionValueRequest
{
OptionSetName = _globalOptionSetName,
// Update the second option value.
Value = optionList[1].Value.Value,
Label = new Label("Updated Option 1", _languageCode)
};
_serviceProxy.Execute(updateOptionValueRequest);
//Publish the OptionSet
PublishXmlRequest pxReq3 = new PublishXmlRequest { ParameterXml = String.Format("<importexportxml><optionsets><optionset>{0}</optionset></optionsets></importexportxml>", _globalOptionSetName) };
_serviceProxy.Execute(pxReq3);
//</snippetWorkwithGlobalOptionSets7>
Console.WriteLine("Option Set option label changed.");
#endregion How to update an option item in a picklist
#region How to change the order of options of a global option set
//<snippetWorkwithGlobalOptionSets8>
// Change the order of the original option's list.
// Use the OrderBy (OrderByDescending) linq function to sort options in
// ascending (descending) order according to label text.
// For ascending order use this:
var updateOptionList =
optionList.OrderBy(x => x.Label.LocalizedLabels[0].Label).ToList();
// For descending order use this:
// var updateOptionList =
// optionList.OrderByDescending(
// x => x.Label.LocalizedLabels[0].Label).ToList();
// Create the request.
OrderOptionRequest orderOptionRequest = new OrderOptionRequest
{
// Set the properties for the request.
OptionSetName = _globalOptionSetName,
// Set the changed order using Select linq function
// to get only values in an array from the changed option list.
Values = updateOptionList.Select(x => x.Value.Value).ToArray()
};
// Execute the request
_serviceProxy.Execute(orderOptionRequest);
//Publish the OptionSet
PublishXmlRequest pxReq4 = new PublishXmlRequest { ParameterXml = String.Format("<importexportxml><optionsets><optionset>{0}</optionset></optionsets></importexportxml>", _globalOptionSetName) };
_serviceProxy.Execute(pxReq4);
//</snippetWorkwithGlobalOptionSets8>
Console.WriteLine("Option Set option order changed");
#endregion How to change the order of options of a global option set
#region How to retrieve all global option sets
//<snippetWorkwithGlobalOptionSets9>
// Use RetrieveAllOptionSetsRequest to retrieve all global option sets.
// Create the request.
RetrieveAllOptionSetsRequest retrieveAllOptionSetsRequest =
new RetrieveAllOptionSetsRequest();
// Execute the request
RetrieveAllOptionSetsResponse retrieveAllOptionSetsResponse =
(RetrieveAllOptionSetsResponse)_serviceProxy.Execute(
retrieveAllOptionSetsRequest);
// Now you can use RetrieveAllOptionSetsResponse.OptionSetMetadata property to
// work with all retrieved option sets.
if (retrieveAllOptionSetsResponse.OptionSetMetadata.Count() > 0)
{
Console.WriteLine("All the global option sets retrieved as below:");
int count = 1;
foreach (OptionSetMetadataBase optionSetMetadata in
retrieveAllOptionSetsResponse.OptionSetMetadata)
{
Console.WriteLine("{0} {1}", count++,
(optionSetMetadata.DisplayName.LocalizedLabels.Count >0)? optionSetMetadata.DisplayName.LocalizedLabels[0].Label : String.Empty);
}
}
//</snippetWorkwithGlobalOptionSets9>
#endregion How to retrieve all global option sets
//</snippetWorkwithGlobalOptionSets1>
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;
}
}
/// <summary>
/// This method creates any entity records that this sample requires.
/// </summary>
public void CreateRequiredRecords()
{
// Create a managed solution for the Install or upgrade a solution sample
Guid _tempPublisherId = new Guid();
System.String _tempCustomizationPrefix = "new";
Guid _tempSolutionsSampleSolutionId = new Guid();
System.String _TempGlobalOptionSetName = "_TempSampleGlobalOptionSetName";
Boolean _publisherCreated = false;
Boolean _solutionCreated = false;
//Define a new publisher
Publisher _crmSdkPublisher = new Publisher
{
UniqueName = "sdksamples",
FriendlyName = "Microsoft CRM SDK Samples",
SupportingWebsiteUrl = "http://msdn.microsoft.com/en-us/dynamics/crm/default.aspx",
CustomizationPrefix = "sample",
EMailAddress = "*****@*****.**",
Description = "This publisher was created with samples from the Microsoft Dynamics CRM SDK"
};
//Does publisher already exist?
QueryExpression querySDKSamplePublisher = new QueryExpression
{
EntityName = Publisher.EntityLogicalName,
ColumnSet = new ColumnSet("publisherid", "customizationprefix"),
Criteria = new FilterExpression()
};
querySDKSamplePublisher.Criteria.AddCondition("uniquename", ConditionOperator.Equal, _crmSdkPublisher.UniqueName);
EntityCollection querySDKSamplePublisherResults = _serviceProxy.RetrieveMultiple(querySDKSamplePublisher);
Publisher SDKSamplePublisherResults = null;
//If it already exists, use it
if (querySDKSamplePublisherResults.Entities.Count > 0)
{
SDKSamplePublisherResults = (Publisher)querySDKSamplePublisherResults.Entities[0];
_tempPublisherId = (Guid)SDKSamplePublisherResults.PublisherId;
_tempCustomizationPrefix = SDKSamplePublisherResults.CustomizationPrefix;
}
//If it doesn't exist, create it
if (SDKSamplePublisherResults == null)
{
_tempPublisherId = _serviceProxy.Create(_crmSdkPublisher);
_tempCustomizationPrefix = _crmSdkPublisher.CustomizationPrefix;
_publisherCreated = true;
}
//Create a Solution
//Define a solution
Solution solution = new Solution
{
UniqueName = "samplesolutionforImport",
FriendlyName = "Sample Solution for Import",
PublisherId = new EntityReference(Publisher.EntityLogicalName, _tempPublisherId),
Description = "This solution was created by the WorkWithSolutions sample code in the Microsoft Dynamics CRM SDK samples.",
Version = "1.0"
};
//Check whether it already exists
QueryExpression querySampleSolution = new QueryExpression
{
EntityName = Solution.EntityLogicalName,
ColumnSet = new ColumnSet(),
Criteria = new FilterExpression()
};
querySampleSolution.Criteria.AddCondition("uniquename", ConditionOperator.Equal, solution.UniqueName);
EntityCollection querySampleSolutionResults = _serviceProxy.RetrieveMultiple(querySampleSolution);
Solution SampleSolutionResults = null;
if (querySampleSolutionResults.Entities.Count > 0)
{
SampleSolutionResults = (Solution)querySampleSolutionResults.Entities[0];
_tempSolutionsSampleSolutionId = (Guid)SampleSolutionResults.SolutionId;
}
if (SampleSolutionResults == null)
{
_tempSolutionsSampleSolutionId = _serviceProxy.Create(solution);
_solutionCreated = true;
}
// Add a solution Component
OptionSetMetadata optionSetMetadata = new OptionSetMetadata()
{
Name = _tempCustomizationPrefix + _TempGlobalOptionSetName,
DisplayName = new Label("Example Option Set", _languageCode),
IsGlobal = true,
OptionSetType = OptionSetType.Picklist,
Options =
{
new OptionMetadata(new Label("Option A", _languageCode), null),
new OptionMetadata(new Label("Option B", _languageCode), null )
}
};
CreateOptionSetRequest createOptionSetRequest = new CreateOptionSetRequest
{
OptionSet = optionSetMetadata,
SolutionUniqueName = solution.UniqueName
};
_serviceProxy.Execute(createOptionSetRequest);
//Export an a solution
ExportSolutionRequest exportSolutionRequest = new ExportSolutionRequest();
exportSolutionRequest.Managed = true;
exportSolutionRequest.SolutionName = solution.UniqueName;
ExportSolutionResponse exportSolutionResponse = (ExportSolutionResponse)_serviceProxy.Execute(exportSolutionRequest);
byte[] exportXml = exportSolutionResponse.ExportSolutionFile;
System.IO.Directory.CreateDirectory(outputDir);
File.WriteAllBytes(ManagedSolutionLocation, exportXml);
// Delete the solution and the components so it can be installed.
DeleteOptionSetRequest delOptSetReq = new DeleteOptionSetRequest { Name = (_tempCustomizationPrefix + _TempGlobalOptionSetName).ToLower() };
_serviceProxy.Execute(delOptSetReq);
if (_solutionCreated)
{
_serviceProxy.Delete(Solution.EntityLogicalName, _tempSolutionsSampleSolutionId);
}
if (_publisherCreated)
{
_serviceProxy.Delete(Publisher.EntityLogicalName, _tempPublisherId);
}
Console.WriteLine("Managed Solution created and copied to {0}", ManagedSolutionLocation);
}
private void CreateGlobalOptionSetAttribute(AttributeTemplate attributeTemplate)
{
var optionMetadataCollection = GetOptionMetadataCollection(attributeTemplate);
var createOptionSetRequest = new CreateOptionSetRequest
{
OptionSet = new OptionSetMetadata(optionMetadataCollection)
{
Name = attributeTemplate.GlobalOptionSetListLogicalName,
DisplayName = GetLabelWithLocalized(attributeTemplate.DisplayNameShort),
Description = GetLabelWithLocalized(attributeTemplate.Description),
IsGlobal = true,
OptionSetType = OptionSetType.Picklist
}
};
if (!string.IsNullOrWhiteSpace(attributeTemplate.OtherDisplayName))
{
var otherDisplayLabel = new LocalizedLabel(attributeTemplate.OtherDisplayName, DefaultConfiguration.OtherLanguageCode);
createOptionSetRequest.OptionSet.DisplayName.LocalizedLabels.Add(otherDisplayLabel);
}
if (!string.IsNullOrWhiteSpace(attributeTemplate.OtherDescription))
{
var otherDescriptionLabel = new LocalizedLabel(attributeTemplate.OtherDescription, DefaultConfiguration.OtherLanguageCode);
createOptionSetRequest.OptionSet.Description.LocalizedLabels.Add(otherDescriptionLabel);
}
ExecuteOperation(GetSharedOrganizationService(), createOptionSetRequest,
string.Format("An error occured while creating the attribute: {0}",
attributeTemplate.LogicalName));
createdGlobalOptionSetList.Add(attributeTemplate.GlobalOptionSetListLogicalName);
}
/// <summary>
/// This method creates any entity records that this sample requires.
/// Create a publisher
/// Create a new solution, "Primary"
/// Create a Global Option Set in solution "Primary"
/// Export the "Primary" solution, setting it to Protected
/// Delete the option set and solution
/// Import the "Primary" solution, creating a managed solution in CRM.
/// Create a new solution, "Secondary"
/// Create an attribute in "Secondary" that references the Global Option Set
/// </summary>
public void CreateRequiredRecords()
{
//Create the publisher that will "own" the two solutions
//<snippetGetSolutionDependencies6>
Publisher publisher = new Publisher
{
UniqueName = "examplepublisher",
FriendlyName = "An Example Publisher",
Description = "This is an example publisher",
CustomizationPrefix = _prefix
};
_publisherId = _serviceProxy.Create(publisher);
//</snippetGetSolutionDependencies6>
//Create the primary solution - note that we are not creating it
//as a managed solution as that can only be done when exporting the solution.
//<snippetGetSolutionDependencies2>
Solution primarySolution = new Solution
{
Version = "1.0",
FriendlyName = "Primary Solution",
PublisherId = new EntityReference(Publisher.EntityLogicalName, _publisherId),
UniqueName = _primarySolutionName
};
_primarySolutionId = _serviceProxy.Create(primarySolution);
//</snippetGetSolutionDependencies2>
//Now, create the Global Option Set and associate it to the solution.
//<snippetGetSolutionDependencies3>
OptionSetMetadata optionSetMetadata = new OptionSetMetadata()
{
Name = _globalOptionSetName,
DisplayName = new Label("Example Option Set", _languageCode),
IsGlobal = true,
OptionSetType = OptionSetType.Picklist,
Options =
{
new OptionMetadata(new Label("Option 1", _languageCode), 1),
new OptionMetadata(new Label("Option 2", _languageCode), 2)
}
};
CreateOptionSetRequest createOptionSetRequest = new CreateOptionSetRequest
{
OptionSet = optionSetMetadata
};
createOptionSetRequest.SolutionUniqueName = _primarySolutionName;
_serviceProxy.Execute(createOptionSetRequest);
//</snippetGetSolutionDependencies3>
//Export the solution as managed so that we can later import it.
//<snippetGetSolutionDependencies4>
ExportSolutionRequest exportRequest = new ExportSolutionRequest
{
Managed = true,
SolutionName = _primarySolutionName
};
ExportSolutionResponse exportResponse =
(ExportSolutionResponse)_serviceProxy.Execute(exportRequest);
//</snippetGetSolutionDependencies4>
// Delete the option set previous created, so it can be imported under the
// managed solution.
//<snippetGetSolutionDependencies5>
DeleteOptionSetRequest deleteOptionSetRequest = new DeleteOptionSetRequest
{
Name = _globalOptionSetName
};
_serviceProxy.Execute(deleteOptionSetRequest);
//</snippetGetSolutionDependencies5>
// Delete the previous primary solution, so it can be imported as managed.
_serviceProxy.Delete(Solution.EntityLogicalName, _primarySolutionId);
_primarySolutionId = Guid.Empty;
// Re-import the solution as managed.
ImportSolutionRequest importRequest = new ImportSolutionRequest
{
CustomizationFile = exportResponse.ExportSolutionFile
};
_serviceProxy.Execute(importRequest);
// Retrieve the solution from CRM in order to get the new id.
QueryByAttribute primarySolutionQuery = new QueryByAttribute
{
EntityName = Solution.EntityLogicalName,
ColumnSet = new ColumnSet("solutionid"),
Attributes = { "uniquename" },
Values = { _primarySolutionName }
};
_primarySolutionId = _serviceProxy.RetrieveMultiple(primarySolutionQuery).Entities
.Cast<Solution>().FirstOrDefault().SolutionId.GetValueOrDefault();
// Create a secondary solution.
Solution secondarySolution = new Solution
{
Version = "1.0",
FriendlyName = "Secondary Solution",
PublisherId = new EntityReference(Publisher.EntityLogicalName, _publisherId),
UniqueName = "SecondarySolution"
};
_secondarySolutionId = _serviceProxy.Create(secondarySolution);
// Create a Picklist attribute in the secondary solution linked to the option set in the
// primary - see WorkWithOptionSets.cs for more on option sets.
PicklistAttributeMetadata picklistMetadata = new PicklistAttributeMetadata
{
SchemaName = _picklistName,
LogicalName = _picklistName,
DisplayName = new Label("Example Picklist", _languageCode),
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
OptionSet = new OptionSetMetadata
{
IsGlobal = true,
Name = _globalOptionSetName
}
};
CreateAttributeRequest createAttributeRequest = new CreateAttributeRequest
{
EntityName = Contact.EntityLogicalName,
Attribute = picklistMetadata
};
createAttributeRequest["SolutionUniqueName"] = secondarySolution.UniqueName;
_serviceProxy.Execute(createAttributeRequest);
}
/// <summary>
/// Shows how to create an Option Set.
/// </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();
//<snippetCreateOptionSet1>
// Define the option set to create.
OptionSetMetadata setupOptionSetMetadata = new OptionSetMetadata()
{
// The name will be used to uniquely identify the option set.
// Normally you should generate this identifier using the publisher's
// prefix and double-check that the name is not in use.
Name = _optionSetName,
DisplayName = new Label("Example Option Set", _languageCode),
Description = new Label("An Example Option Set", _languageCode),
IsGlobal = true,
OptionSetType = OptionSetType.Picklist,
// Define the list of options that populate the option set
// The order here determines the order shown in the option set.
Options =
{
// Options accepts any number of OptionMetadata instances, which
// are simply pairs of Labels and integer values.
new OptionMetadata(new Label("Option 1", _languageCode), null ),
new OptionMetadata(new Label("Option 2", _languageCode), null )
}
};
// Wrap the OptionSetMetadata in the appropriate request.
CreateOptionSetRequest createOptionSetRequest = new CreateOptionSetRequest
{
OptionSet = setupOptionSetMetadata
};
// Pass the execute statement to the CRM service.
_serviceProxy.Execute(createOptionSetRequest);
Console.WriteLine("Option Set created");
//</snippetCreateOptionSet1>
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;
}
}
/// <summary>
/// This method creates any entity records that this sample requires.
/// </summary>
public static void CreateRequiredRecords(CrmServiceClient service)
{
// Create a managed solution for the Install or upgrade a solution sample
Guid _tempPublisherId = new Guid();
System.String _tempCustomizationPrefix = "new";
Guid _tempSolutionsSampleSolutionId = new Guid();
System.String _TempGlobalOptionSetName = "_TempSampleGlobalOptionSetName";
Boolean _publisherCreated = false;
Boolean _solutionCreated = false;
//Define a new publisher
Publisher _powerappsSdkPublisher = new Publisher
{
UniqueName = "sdksamples",
FriendlyName = "PowerApps SDK Samples",
SupportingWebsiteUrl = "http://msdn.microsoft.com/en-us/dynamics/crm/default.aspx",
CustomizationPrefix = "sample",
EMailAddress = "*****@*****.**",
Description = "This publisher was created with samples from the Microsoft Dynamics CRM SDK"
};
//Does publisher already exist?
QueryExpression querySDKSamplePublisher = new QueryExpression
{
EntityName = Publisher.EntityLogicalName,
ColumnSet = new ColumnSet("publisherid", "customizationprefix"),
Criteria = new FilterExpression()
};
querySDKSamplePublisher.Criteria.AddCondition("uniquename", ConditionOperator.Equal, _powerappsSdkPublisher.UniqueName);
EntityCollection querySDKSamplePublisherResults = service.RetrieveMultiple(querySDKSamplePublisher);
Publisher SDKSamplePublisherResults = null;
//If it already exists, use it
if (querySDKSamplePublisherResults.Entities.Count > 0)
{
SDKSamplePublisherResults = (Publisher)querySDKSamplePublisherResults.Entities[0];
_tempPublisherId = (Guid)SDKSamplePublisherResults.PublisherId;
_tempCustomizationPrefix = SDKSamplePublisherResults.CustomizationPrefix;
}
//If it doesn't exist, create it
if (SDKSamplePublisherResults == null)
{
_tempPublisherId = service.Create(_powerappsSdkPublisher);
_tempCustomizationPrefix = _powerappsSdkPublisher.CustomizationPrefix;
_publisherCreated = true;
}
//Create a Solution
//Define a solution
Solution solution = new Solution
{
UniqueName = "samplesolutionforImport",
FriendlyName = "Sample Solution for Import",
PublisherId = new EntityReference(Publisher.EntityLogicalName, _tempPublisherId),
Description = "This solution was created by the WorkWithSolutions sample code in the PowerApps SDK samples.",
Version = "1.0"
};
//Check whether it already exists
QueryExpression querySampleSolution = new QueryExpression
{
EntityName = Solution.EntityLogicalName,
ColumnSet = new ColumnSet(),
Criteria = new FilterExpression()
};
querySampleSolution.Criteria.AddCondition("uniquename", ConditionOperator.Equal, solution.UniqueName);
EntityCollection querySampleSolutionResults = service.RetrieveMultiple(querySampleSolution);
Solution SampleSolutionResults = null;
if (querySampleSolutionResults.Entities.Count > 0)
{
SampleSolutionResults = (Solution)querySampleSolutionResults.Entities[0];
_tempSolutionsSampleSolutionId = (Guid)SampleSolutionResults.SolutionId;
}
if (SampleSolutionResults == null)
{
_tempSolutionsSampleSolutionId = service.Create(solution);
_solutionCreated = true;
}
// Add a solution Component
OptionSetMetadata optionSetMetadata = new OptionSetMetadata()
{
Name = _tempCustomizationPrefix + _TempGlobalOptionSetName,
DisplayName = new Label("Example Option Set", _languageCode),
IsGlobal = true,
OptionSetType = OptionSetType.Picklist,
Options =
{
new OptionMetadata(new Label("Option A", _languageCode), null),
new OptionMetadata(new Label("Option B", _languageCode), null)
}
};
CreateOptionSetRequest createOptionSetRequest = new CreateOptionSetRequest
{
OptionSet = optionSetMetadata,
SolutionUniqueName = solution.UniqueName
};
service.Execute(createOptionSetRequest);
//Export an a solution
ExportSolutionRequest exportSolutionRequest = new ExportSolutionRequest();
exportSolutionRequest.Managed = true;
exportSolutionRequest.SolutionName = solution.UniqueName;
ExportSolutionResponse exportSolutionResponse = (ExportSolutionResponse)service.Execute(exportSolutionRequest);
byte[] exportXml = exportSolutionResponse.ExportSolutionFile;
System.IO.Directory.CreateDirectory(outputDir);
File.WriteAllBytes(ManagedSolutionLocation, exportXml);
// Delete the solution and the components so it can be installed.
DeleteOptionSetRequest delOptSetReq = new DeleteOptionSetRequest {
Name = (_tempCustomizationPrefix + _TempGlobalOptionSetName).ToLower()
};
service.Execute(delOptSetReq);
if (_solutionCreated)
{
service.Delete(Solution.EntityLogicalName, _tempSolutionsSampleSolutionId);
}
if (_publisherCreated)
{
service.Delete(Publisher.EntityLogicalName, _tempPublisherId);
}
Console.WriteLine("Managed Solution created and copied to {0}", ManagedSolutionLocation);
}
