/// <summary>
/// Pre-Validation method will default the values of contact preference fields
/// </summary>
private static void PreValidateContactCreate(IPluginExecutionContext context, IOrganizationService service)
{
Entity contactEntity = (Entity)context.InputParameters["Target"];
OptionSetValue doNotAllow = new OptionSetValue(1);
contactEntity.SetAttribute("donotemail", doNotAllow);
contactEntity.SetAttribute("donotpostalmail", doNotAllow);
contactEntity.SetAttribute("donotbulkemail", doNotAllow);
contactEntity.SetAttribute("donotfax", doNotAllow);
// Get a count of child phone call entities associated with this Contact
QueryExpression query = new QueryExpression();
query.EntityName = "phonecall";
query.ColumnSet = new ColumnSet(allColumns: true);
query.Criteria = new FilterExpression();
query.Criteria.AddCondition(new ConditionExpression("regardingobjectid", ConditionOperator.Equal, context.PrimaryEntityId));
RetrieveMultipleRequest request = new RetrieveMultipleRequest();
request.Query = query;
IEnumerable<Entity> results = ((RetrieveMultipleResponse)service.Execute(request)).EntityCollection.Entities;
if (results.Any())
{
// Do not default contact preference for phone if there are already some associated phone calls
// Why? Because! Testing!
contactEntity.SetAttribute("donotphone", doNotAllow);
}
}
private EntityCollection GenerateRandomAccountCollection()
{
var collection = new List<Entity>();
for (var i = 0; i < 10; i++)
{
var rgn = new Random((int)DateTime.Now.Ticks);
var entity = new Entity("account");
entity["accountid"] = entity.Id = Guid.NewGuid();
entity["address1_addressid"] = Guid.NewGuid();
entity["modifiedon"] = DateTime.Now;
entity["lastusedincampaign"] = DateTime.Now;
entity["donotfax"] = rgn.NextBoolean();
entity["new_verybignumber"] = rgn.NextInt64();
entity["exchangerate"] = rgn.NextDecimal();
entity["address1_latitude"] = rgn.NextDouble();
entity["numberofemployees"] = rgn.NextInt32();
entity["primarycontactid"] = new EntityReference("contact", Guid.NewGuid());
entity["revenue"] = new Money(rgn.NextDecimal());
entity["ownerid"] = new EntityReference("systemuser", Guid.NewGuid());
entity["industrycode"] = new OptionSetValue(rgn.NextInt32());
entity["name"] = rgn.NextString(15);
entity["description"] = rgn.NextString(300);
entity["statecode"] = new OptionSetValue(rgn.NextInt32());
entity["statuscode"] = new OptionSetValue(rgn.NextInt32());
collection.Add(entity);
}
return new EntityCollection(collection);
}
public void Update(IOrganizationService service, List<Entity> profiles)
{
foreach (var profile in profiles)
{
var field = Fields.FirstOrDefault(
f => f.GetAttributeValue<EntityReference>("fieldsecurityprofileid").Id == profile.Id);
if (field == null)
{
field = new Entity("fieldpermission");
field["fieldsecurityprofileid"] = profile.ToEntityReference();
field["canread"] = new OptionSetValue(0);
field["cancreate"] = new OptionSetValue(0);
field["canupdate"] = new OptionSetValue(0);
field["entityname"] = Entity;
field["attributelogicalname"] = Attribute;
}
if (CanRead.HasValue)
{
field["canread"] = new OptionSetValue(CanRead.Value ? 4 : 0);
}
if (CanCreate.HasValue)
{
field["cancreate"] = new OptionSetValue(CanCreate.Value ? 4 : 0);
}
if (CanUpdate.HasValue)
{
field["canupdate"] = new OptionSetValue(CanUpdate.Value ? 4 : 0);
}
if (field.Id == Guid.Empty)
{
field.Id = service.Create(field);
Fields.Add(field);
}
else
{
service.Update(field);
}
}
}
public void UpdateSettings(Guid userId, UserSettings settings)
{
var currentUserId = detail.ServiceClient.OrganizationServiceProxy.CallerId;
detail.ServiceClient.OrganizationServiceProxy.CallerId = userId;
var records = detail.ServiceClient.OrganizationServiceProxy.RetrieveMultiple(new QueryByAttribute("usersettings")
{
Attributes = { "systemuserid" },
Values = { userId },
});
var record = records.Entities.First();
if (settings.AdvancedFindStartupMode >= 1)
record["advancedfindstartupmode"] = settings.AdvancedFindStartupMode;
if (settings.AutoCreateContactOnPromote >= 0)
record["autocreatecontactonpromote"] = settings.AutoCreateContactOnPromote;
if (settings.DefaultCalendarView >= 0)
record["defaultcalendarview"] = settings.DefaultCalendarView;
if (settings.HomePageArea.Length > 0 && settings.HomePageArea != "No change")
record["homepagearea"] = settings.HomePageArea;
if (settings.HomePageSubArea.Length > 0 && settings.HomePageSubArea != "No change")
record["homepagesubarea"] = settings.HomePageSubArea;
if (settings.IncomingEmailFilteringMethod >= 0)
record["incomingemailfilteringmethod"] = new OptionSetValue(settings.IncomingEmailFilteringMethod);
if (settings.PagingLimit.HasValue)
record["paginglimit"] = settings.PagingLimit.Value;
if (settings.TimeZoneCode >= 0)
record["timezonecode"] = settings.TimeZoneCode;
if (settings.WorkdayStartTime.Length > 0 && settings.WorkdayStartTime != "No change")
record["workdaystarttime"] = settings.WorkdayStartTime;
if (settings.WorkdayStopTime.Length > 0 && settings.WorkdayStopTime != "No change")
record["workdaystoptime"] = settings.WorkdayStopTime;
if (settings.ReportScriptErrors >= 1)
record["reportscripterrors"] = new OptionSetValue(settings.ReportScriptErrors);
if (settings.IsSendAsAllowed.HasValue)
record["issendasallowed"] = settings.IsSendAsAllowed.Value;
if (settings.UiLanguage.HasValue)
record["uilanguageid"] = settings.UiLanguage.Value;
if (settings.HelpLanguage.HasValue)
record["helplanguageid"] = settings.HelpLanguage.Value;
if (settings.Currency != null)
record["transactioncurrencyid"] = settings.Currency;
if (settings.StartupPaneEnabled.HasValue)
record["getstartedpanecontentenabled"] = settings.StartupPaneEnabled.Value;
if (settings.UseCrmFormForAppointment.HasValue)
record["usecrmformforappointment"] = settings.UseCrmFormForAppointment.Value;
if (settings.UseCrmFormForContact.HasValue)
record["usecrmformforcontact"] = settings.UseCrmFormForContact.Value;
if (settings.UseCrmFormForEmail.HasValue)
record["usecrmformforemail"] = settings.UseCrmFormForEmail.Value;
if (settings.UseCrmFormForTask.HasValue)
record["usecrmformfortask"] = settings.UseCrmFormForTask.Value;
service.Update(record);
detail.ServiceClient.OrganizationServiceProxy.CallerId = currentUserId;
}
public string GetOptionSetText(string optionSetName, OptionSetValue value, string etn, int def = 0)
{
if (string.IsNullOrEmpty(optionSetName))
throw new ArgumentNullException(nameof(optionSetName));
if (value == null)
throw new ArgumentNullException(nameof(value));
if (value.Value == def)
{
return string.Empty;
}
var key = etn + optionSetName;
if (!ValuesDictionary.ContainsKey(key) || !ValuesDictionary[key].ContainsKey(value.Value))
{
ValuesDictionary[key] = RetrieveOptionSet(etn, optionSetName);
}
return !ValuesDictionary[key].ContainsKey(value.Value) ? string.Empty : ValuesDictionary[key][value.Value];
}
public void Should_not_override_a_statecode_already_initialized()
{
var context = new XrmFakedContext();
context.ProxyTypesAssembly = Assembly.GetExecutingAssembly();
var service = context.GetFakedOrganizationService();
var c = new Contact()
{
Id = Guid.NewGuid(),
};
c["statecode"] = new OptionSetValue(69); //As the StateCode is read only in the early bound entity, this is the only way of updating it
context.Initialize(new[] { c });
//Retrieve record after update
var contact = (from con in context.CreateQuery<Contact>()
where con.Id == c.Id
select con).FirstOrDefault();
Assert.Equal((int)contact.StateCode.Value, 69); //Set
}
public void DefaultContactPreferencesSet()
{
// Arrange
ContactPlugin plugin = new ContactPlugin();
Entity contact = new Entity("contact");
ParameterCollection parameterCollection = new ParameterCollection();
parameterCollection.Add("Target", contact);
_pluginExecutionContext.InputParametersGet = () => { return parameterCollection; };
_pluginExecutionContext.MessageNameGet = () => { return "Create"; }; // Fake a 'Create' message
_pluginExecutionContext.StageGet = () => { return 10; }; // Fake the 'Pre-Validation' execution stage
// Act
plugin.Execute(_serviceProvider);
// Assert that default contact preferences have been set
OptionSetValue doNotAllow = new OptionSetValue(1);
contact.Attributes["donotemail"].Should().Equal(doNotAllow);
contact.Attributes["donotphone"].Should().Equal(doNotAllow);
contact.Attributes["donotpostalmail"].Should().Equal(doNotAllow);
contact.Attributes["donotbulkemail"].Should().Equal(doNotAllow);
contact.Attributes["donotfax"].Should().Equal(doNotAllow);
}
private EntityCollection GetContactos(PluginContext ctx, Entity cliente, int customTypeInt)
{
ctx.TracingService.Trace("[BEGIN] GetContactos");
EntityCollection result = null;
OptionSetValue customTypeOpSet = GetCustomTypeOpSet(ctx, customTypeInt);
QueryExpression query = new QueryExpression("contact");
query.ColumnSet = new ColumnSet("info_qualification");
query.Criteria.AddCondition("parentcustomerid", ConditionOperator.Equal, cliente.ToEntityReference().Id);
query.Criteria.AddCondition("info_customtype", ConditionOperator.Equal, customTypeOpSet.Value);
EntityCollection contactos = ctx.Service.RetrieveMultiple(query);
if (contactos.Entities.Count == 0)
{
return(result);
}
result = contactos;
ctx.TracingService.Trace("[END] GetContactos");
return(result);
}
public string Create(string Company, int sector, string Description, string phone, int who = 1)
{
// select new_nationalityid,new_districtid,new_profrequiredid,new_cityid from lead
//
Entity Lead = new Entity("lead");
Lead["new_sector"] = new OptionSetValue(1);
Lead["companyname"] = Company;
Lead["firstname"] = " طلب قطاع اعمال لشركة" + Company;
Lead["new_company_busienss"] = OptionsController.GetName("account", "industrycode", 1025, sector.ToString());
// Lead["new_companysector"] = new OptionSetValue(sector);
Lead["mobilephone"] = phone;
Lead["description"] = Description;
Guid id = GlobalCode.Service.Create(Lead);
return(id.ToString());
}
private static void SetState(CrmServiceClient service, EntityReference caseReference)
{
// Updating the incident state
var state = new Entity("incident");
state["incidentid"] = _caseIncidentId;
state["statecode"] = new OptionSetValue((int)IncidentState.Active);
state["statuscode"] = new OptionSetValue((int)incident_statuscode.WaitingforDetails);
service.Update(state);
// Check if the state was successfully set
Incident incident = service.Retrieve(Incident.EntityLogicalName,
_caseIncidentId, new ColumnSet(allColumns: true)).ToEntity <Incident>();
if (incident.StatusCode.Value == (int)incident_statuscode.WaitingforDetails)
{
Console.WriteLine("Record state set successfully.");
}
else
{
Console.WriteLine("The request to set the record state failed.");
}
}
public void CreatePickupReport()
{
Entity report = new Entity("drn_cartransferreport");
report["drn_name"] = "Pickup_" + DateTime.Now.ToString("dd/MM - HH:mm:ss");
EntityReference carRef = new EntityReference("drn_car", ((EntityReference)entity["drn_car"]).Id);
report["drn_car"] = carRef;
report["drn_type"] = new OptionSetValue(172620000);
report["drn_date"] = entity["drn_reservedpickup"];
report["drn_damages"] = false;
if ((new Random().NextDouble()) < 0.05)
{
report["drn_damages"] = true;
report["drn_damagedescription"] = "Damage";
}
Guid pickupReportGuid = svc.Create(report);
EntityReference rentingRef = new EntityReference("drn_cartransferreport", pickupReportGuid);
entity["drn_pickupreport"] = rentingRef;
}
/// <summary>
/// Creates a new Finance Activity object in CRM for an account
/// </summary>
/// <param name="accountId">Guid Id for Account in CRM</param>
/// <param name="activity">AtcActivity object to save in CRM</param>
public void CreateNewActivity(string accountId, AtcActivity activity)
{
_log.Info($"Creating new activity for account: {accountId} from: {activity.ActivityDate}");
var newActivity = new Entity("new_financeactivity");
newActivity["subject"] = activity.Subject;
newActivity["new_actiontype"] = activity.Type == "Email" ? new OptionSetValue(100000000) : new OptionSetValue(100000001);
newActivity["new_contactdate"] = activity.ActivityDate;
newActivity["new_contactperson"] = activity.Contact;
newActivity["new_financeactivitytype"] = new OptionSetValue(100000000);
newActivity["new_note"] = activity.Note;
newActivity["new_atcactivityid"] = activity.ActivityId;
newActivity["regardingobjectid"] = new EntityReference("account", new Guid(accountId));
Guid activityId = _crmServiceClient.Create(newActivity);
SetStateRequest setStateRequest = new SetStateRequest();
setStateRequest.EntityMoniker = new EntityReference("new_financeactivity", activityId);
setStateRequest.State = new OptionSetValue(1);
setStateRequest.Status = new OptionSetValue(2);
SetStateResponse setStateResponse = (SetStateResponse)_crmServiceClient.Execute(setStateRequest);
}
private static List <UnitInfo> Deduct(ref List <UnitInfo> latestCount, EntityCollection currentRequests, Entity wonRequest)
{
var result = latestCount;
EntityReference wonCustomer = new EntityReference();
EntityReference wonUnit = new EntityReference();
OptionSetValue priority = new OptionSetValue();
if (wonRequest.Attributes.Contains("ldv_customerid") && wonRequest.Attributes.Contains("ldv_unitid"))
{
wonCustomer = (EntityReference)wonRequest.Attributes["ldv_customerid"];
wonUnit = (EntityReference)wonRequest.Attributes["ldv_unitid"];
result.Where(x => x.Unit.Id == wonUnit.Id).ToList().ForEach(x => { x.Count = 0; x.HighestPriority = 0; });
var otherOptions = currentRequests.Entities.ToList().Where(req => ((EntityReference)req.Attributes["ldv_customerid"]).Id == wonCustomer.Id && req.Id != wonRequest.Id).ToList();
List <Guid> otherOptionsUnitIds = otherOptions.Select(i => ((EntityReference)i.Attributes["ldv_unitid"]).Id).ToList();
for (int i = 0; i < otherOptionsUnitIds.Count; i++)
{
result.Where(x => x.Unit.Id == otherOptionsUnitIds[i]).ToList().ForEach(x => x.Count--);
currentRequests.Entities.Where(x => ((EntityReference)x["ldv_unitid"]).Id == otherOptionsUnitIds[i] && ((OptionSetValue)x["ldv_statuscode"]).Value == 1).OrderBy(x => ((OptionSetValue)x["ldv_prioritycode"]).Value).ToList();
}
}
return(result);
}
public void OptionSetValueCanBeSerializedAndDeserialized()
{
object optionSetValue = new OptionSetValue(1);
JsonSerializer serializer = new JsonSerializer();
serializer.Converters.Add(new OptionSetValueConverter());
MemoryStream memoryStream = new MemoryStream(new byte[9000], true);
using (StreamWriter writer = new StreamWriter(memoryStream))
{
serializer.Serialize(new JsonTextWriter(writer), optionSetValue);
}
object deserializedOptionSetValue;
memoryStream = new MemoryStream(memoryStream.ToArray());
using (StreamReader reader = new StreamReader(memoryStream))
{
deserializedOptionSetValue = serializer.Deserialize(new JsonTextReader(reader), typeof(OptionSetValue));
}
Assert.Equal(optionSetValue, deserializedOptionSetValue);
}
public void Should_not_override_a_statecode_already_initialized()
{
var context = new XrmFakedContext();
context.ProxyTypesAssembly = Assembly.GetExecutingAssembly();
var service = context.GetFakedOrganizationService();
var c = new Contact()
{
Id = Guid.NewGuid(),
};
c["statecode"] = new OptionSetValue(69); //As the StateCode is read only in the early bound entity, this is the only way of updating it
context.Initialize(new[] { c });
//Retrieve record after update
var contact = (from con in context.CreateQuery <Contact>()
where con.Id == c.Id
select con).FirstOrDefault();
Assert.Equal((int)contact.StateCode.Value, 69); //Set
}
public static MsCrmResult CreateScore(Score score, IOrganizationService service)
{
MsCrmResult returnValue = new MsCrmResult();
try
{
Entity ent = new Entity("new_score");
ent["new_name"] = score.ScoreType.ToString() + "-" + score.User.Name + "-" + DateTime.Now.ToString("dd.MM.yyyy HH:mm");
ent["new_portalid"] = score.Portal;
ent["new_userid"] = score.User;
ent["new_point"] = score.Point;
ent["new_scoretype"] = new OptionSetValue((int)score.ScoreType);
returnValue.CrmId = service.Create(ent);
returnValue.Success = true;
}
catch (Exception ex)
{
returnValue.Result = ex.Message;
}
return returnValue;
}
private object ProcessValue(object value, IPlannedValue plannedValueX = null)
{
if (plannedValueX != null)
{
valueMap[plannedValueX.Id] = value is AliasedValue aliased ? aliased.Value : value;
}
return(value switch {
OrganizationRequest e => ProcessMappedValue(e.Parameters, plannedValueX as PlannedMapBase, e),
OrganizationResponse e => ProcessMappedValue(e.Results, plannedValueX as PlannedMapBase, e),
Entity e => ProcessMappedValue(e.Attributes, plannedValueX as PlannedMapBase, e),
EntityReference e => ProcessProperties(e, plannedValueX as PlannedMapBase),
EntityCollection e => ProcessCollection(e.Entities, plannedValueX as PlannedMapBase, e),
OptionSetValue e => ProcessProperties(e, plannedValueX as PlannedMapBase),
DataCollection <string, object> e => ProcessMappedValue(e, plannedValueX as PlannedMapBase, e),
DataCollection <Entity> e => ProcessCollection(e, plannedValueX as PlannedMapBase, e),
DataCollection <EntityReference> e => ProcessCollection(e, plannedValueX as PlannedMapBase, e),
DataCollection <OptionSetValue> e => ProcessCollection(e, plannedValueX as PlannedMapBase, e),
DataCollection <object> e => ProcessCollection(e, plannedValueX as PlannedMapBase, e),
IPlannedValue e => valueMap.TryGetValue(e.Id, out var mappedValue) ? mappedValue : e,
_ => value != null && Guid.TryParse(value.ToString(), out var id)
? (valueMap.TryGetValue(id, out var mappedId) ? mappedId : value) : value
});
public static MsCrmResult CreateScore(Score score, IOrganizationService service)
{
MsCrmResult returnValue = new MsCrmResult();
try
{
Entity ent = new Entity("new_score");
ent["new_name"] = score.ScoreType.ToString() + "-" + score.User.Name + "-" + DateTime.Now.ToString("dd.MM.yyyy HH:mm");
ent["new_portalid"] = score.Portal;
ent["new_userid"] = score.User;
ent["new_point"] = score.Point;
ent["new_scoretype"] = new OptionSetValue((int)score.ScoreType);
returnValue.CrmId = service.Create(ent);
returnValue.Success = true;
}
catch (Exception ex)
{
returnValue.Result = ex.Message;
}
return(returnValue);
}
/// <summary>
/// Find a matching Membership in CRM based on the contact id, membership number, and associated "unpaid" invoice
/// NOTE: UNUSED METHOD
/// </summary>
//private Membership MatchMembership(Membership membership, MatchController mc)
//{
// Guid contactId = membership.Member.ContactId;
// string membershipNumber = membership.MembershipNumber;
// List<Membership> memberships = this.GetMemberships(contactId, membershipNumber);
// Membership match = mc.MatchToExistingMembership(memberships);
// membership.MatchCode = match.MatchCode; // set the match code
// // create a membership
// if (membership.MembershipId == default(Guid))
// {
// membership.MembershipId = this.CreateMembership(membership);
// }
// return membership;
//}
/// <summary>
/// Creates a new Membership in CRM for the associated Contact. Note - an Invoice will automatically be created from a plugin
/// </summary>
private Guid CreateMembership(Membership membership, Guid unitId)
{
this._tracer.Trace("Method: MembershipController.CreateMembership");
this._tracer.Trace("Parameters: unitId={0}", unitId);
Entity mShip = new Entity("mag_membership");
mShip["mag_idnumber"] = membership.MembershipNumber;
mShip["mag_contactid"] = MappingController.MapToEntityReference("contact", membership.Member.ContactId);
mShip["mag_membershiptypeid"] = MappingController.MapToEntityReference("product", membership.MembershipType.MembershipTypeId);
mShip["mag_startdate"] = DateTime.Now;
mShip["mag_regionid"] = MappingController.MapToEntityReference("businessunit", membership.RegionCodeId);
mShip["mag_unitid"] = MappingController.MapToEntityReference("mag_coastguardunit", unitId);
mShip["mag_transactionid"] = membership.DpsTransactionReference;
mShip["mag_membershipsourcecode"] = new OptionSetValue((int)MembershipSourceCode.Online); // online
mShip["mag_paymentmethodcode"] = new OptionSetValue((int)PaymentMethodCode.CreditCard);
mShip["mag_creditcardexpirydate"] = base.GetCCExpiryDate(membership.CCExpiry);
mShip["mag_membershipsupportsid"] = MappingController.MapToEntityReference("mag_tag", membership.UnitCodeId);
Guid membershipId = this._sdk.Create(mShip);
// Plugin triggers to generate and link the invoice with the new membership
// Get the new membership with the invoice ID and pay the invoice
Entity newMembership = this._sdk.Retrieve("mag_membership", membershipId, new ColumnSet("mag_invoiceid"));
Guid invoiceId = newMembership.Get <Guid>("mag_invoiceid");
if (invoiceId != null && invoiceId != Guid.Empty)
{
this.UpdateInvoicePaid(invoiceId);
// Create a payment item for the invoice
this.ProcessPaymentItem(invoiceId, membership.Member.ContactId, membership.MembershipType.Price);
}
return(membershipId);
}
/*
* Lead create Process allow end user to choose which name they want to use
* The purpose of we want the name as a parameter is that it can be easily track and create.
*/
private static Guid CreateLeadWithName(OrganizationServiceProxy service, String name)
{
var leadSource = GetLeadSourceName(service, leadSourceName);
var newLead = new Entity("lead");
var user = GetUser(service);
newLead["companyname"] = name;
newLead["log_leadsourceid"] = leadSource.ToEntityReference();
//newLead["ownerid"] = user.ToEntityReference();
newLead["log_direction"] = new OptionSetValue(182400001); //moved out
newLead["log_contracttermsid"] = GetContractTerms(service).ToEntityReference();
newLead["telephone2"] = "45512131";
newLead["log_dateofbirth"] = DateTime.Now.AddYears(-19);
//Date cannot be in the future
newLead["log_solddate"] = DateTime.Now;
newLead["log_movingdate"] = DateTime.Now;
newLead["log_salespersonid"] = GetSalesPerson(service).ToEntityReference();
//street 1
//newLead["address2_line1"] = "address2 vitaminveien 1, oslo";
// newLead["log_address2_postalcode"] = GetPostCode(service).ToEntityReference();
//newLead["log_postalcode"] = GetPostCode(service).ToEntityReference();
newLead["address1_line1"] = "address1 vitaminveien 1, oslo";
newLead["log_canoverwritecreditcheck"] = true;
//GetTakdOverCASE
// newLead["log_takeovercase"] = GetTakdOverCASE(service).ToEntityReference();
//home
newLead["log_typeoflead"] = new OptionSetValue(182400000);
newLead["log_movefrominstallation"] = GetInstallation(service).ToEntityReference();
newLead["log_movetoinstallation"] = GetInstallation(service).ToEntityReference();
//ireland eller spain spesifikk
// newLead["sa_salestype"] = GetSaleTYPE(service).ToEntityReference();
return(service.Create(newLead));
}
public Boolean generateRiskAssessment(Entity fundingCase, OptionSetValue riskAssessmentType)
{
//get current entity data
try
{
var fc = _service.Retrieve("gcbase_fundingcase", fundingCase.Id, new ColumnSet("gcbase_program"));
var fundingCaseRef = new EntityReference("gcbase_fundingcase", fundingCase.Id);
var fundCentreRef = fc.GetAttributeValue <EntityReference>("gcbase_program");
QueryExpression qe = new QueryExpression("gcbase_risktemplatefundcentre");
qe.Criteria.AddCondition("gcbase_fundcentre", ConditionOperator.Equal, fundCentreRef.Id);
qe.ColumnSet.AddColumns("gcbase_risktemplate", "gcbase_name");
//var optHelper = new helpers.OptionSetHelper();
//int indexOfStatus = optHelper.getIndexOfLabel("gcbase_risktemplate", "statuscode", "Completed", _service);
//qe.Criteria.AddCondition("statuscode", ConditionOperator.Equal, indexOfStatus);
var rtfc = _service.RetrieveMultiple(qe).Entities.First();
var riskTemplateRef = rtfc.GetAttributeValue <EntityReference>("gcbase_risktemplate");
Entity newFundingCaseRiskAssessment = new Entity("gcbase_fundingcaseriskassessment");
newFundingCaseRiskAssessment["gcbase_fundcentre"] = fundCentreRef;
newFundingCaseRiskAssessment["gcbase_risktemplate"] = riskTemplateRef;
newFundingCaseRiskAssessment["gcbase_fundingcase"] = fundingCaseRef;
newFundingCaseRiskAssessment["gcbase_fundingcaseriskassessmenttype"] = riskAssessmentType;
//newFundingCaseRiskAssessment["gcbase_name"] = rtfc.GetAttributeValue<EntityReference>("gcbase_risktemplate").Name;
var newFCRA = _service.Create(newFundingCaseRiskAssessment);
//the method below already happens when the plugin is called
//generateRiskFactorsForTemplate(riskTemplateRef, newFCRA);
return(true);
}
catch
{
return(false);
}
}
internal string UpdateCrmTask(TaskEntity newTask)
{
Trace.TraceInformation("UpdateCrmTask");
try
{
Entity updCrmTask = new Entity(newTask.CrmEntityLogicalName);
updCrmTask.Id = newTask.CrmId;
if (newTask.TaskStatus != null)
{
updCrmTask["statecode"] = new OptionSetValue((int)newTask.TaskStatus);
}
if (!string.IsNullOrEmpty(newTask.Subject))
{
updCrmTask["subject"] = newTask.Subject;
}
if (!string.IsNullOrEmpty(newTask.Body))
{
updCrmTask["description"] = GetStringWithoutTags(newTask.Body);
}
if (newTask.DuoDate != null)
{
updCrmTask["scheduledend"] = newTask.DuoDate;
}
if (!string.IsNullOrEmpty(newTask.OutlookId))
{
updCrmTask["ylv_outlookid"] = newTask.OutlookId;
}
organizationService.Update(updCrmTask);
return("Success update");
}
catch (Exception ex)
{
return("Update fail\n" + ex.Message);
}
}
public Boolean generateRiskAssessment(Entity fundingCase, OptionSetValue riskAssessmentType)
{
//get current entity data
try
{
var fc = _service.Retrieve("gcbase_fundingcase", fundingCase.Id, new ColumnSet("gcbase_program"));
var fundingCaseRef = new EntityReference("gcbase_fundingcase", fundingCase.Id);
var fundCentreRef = fc.GetAttributeValue<EntityReference>("gcbase_program");
QueryExpression qe = new QueryExpression("gcbase_risktemplatefundcentre");
qe.Criteria.AddCondition("gcbase_fundcentre", ConditionOperator.Equal, fundCentreRef.Id);
qe.ColumnSet.AddColumns("gcbase_risktemplate", "gcbase_name");
//var optHelper = new helpers.OptionSetHelper();
//int indexOfStatus = optHelper.getIndexOfLabel("gcbase_risktemplate", "statuscode", "Completed", _service);
//qe.Criteria.AddCondition("statuscode", ConditionOperator.Equal, indexOfStatus);
var rtfc = _service.RetrieveMultiple(qe).Entities.First();
var riskTemplateRef = rtfc.GetAttributeValue<EntityReference>("gcbase_risktemplate");
Entity newFundingCaseRiskAssessment = new Entity("gcbase_fundingcaseriskassessment");
newFundingCaseRiskAssessment["gcbase_fundcentre"] = fundCentreRef;
newFundingCaseRiskAssessment["gcbase_risktemplate"] = riskTemplateRef;
newFundingCaseRiskAssessment["gcbase_fundingcase"] = fundingCaseRef;
newFundingCaseRiskAssessment["gcbase_fundingcaseriskassessmenttype"] = riskAssessmentType;
//newFundingCaseRiskAssessment["gcbase_name"] = rtfc.GetAttributeValue<EntityReference>("gcbase_risktemplate").Name;
var newFCRA = _service.Create(newFundingCaseRiskAssessment);
//the method below already happens when the plugin is called
//generateRiskFactorsForTemplate(riskTemplateRef, newFCRA);
return true;
}
catch
{
return false;
}
}
public void PickupReturnLocationsAssign()
{
var pickupRequest = new RetrieveAttributeRequest
{
EntityLogicalName = "drn_rent",
LogicalName = "drn_pickuplocation",
RetrieveAsIfPublished = true
};
var pickupResponse = (RetrieveAttributeResponse)svc.Execute(pickupRequest);
var pickupMetadata = (EnumAttributeMetadata)pickupResponse.AttributeMetadata;
var optionList = (from o in pickupMetadata.OptionSet.Options
select new { Value = o.Value })
.ToList();
var pickupRandomOptionsetValue = (optionList.ElementAt(new Random().Next(0, optionList.Count))).Value;
entity["drn_pickuplocation"] = new OptionSetValue(pickupRandomOptionsetValue.Value);
var handoverRequest = new RetrieveAttributeRequest
{
EntityLogicalName = "drn_rent",
LogicalName = "drn_pickuplocation",
RetrieveAsIfPublished = true
};
var handoverResponse = (RetrieveAttributeResponse)svc.Execute(handoverRequest);
var handoverMetadata = (EnumAttributeMetadata)handoverResponse.AttributeMetadata;
var handoverOptionList = (from o in handoverMetadata.OptionSet.Options
select new { Value = o.Value })
.ToList();
var handoverRandomOptionsetValue = (handoverOptionList.ElementAt(new Random().Next(0, optionList.Count))).Value;
entity["drn_pickuplocation"] = new OptionSetValue(handoverRandomOptionsetValue.Value);
}
public UpdateTradeRegistrationResponse UpdateTradeRegistration(String accountId)
{
log.Info("CMS-->Approved：" + accountId);
UpdateTradeRegistrationResponse response = new UpdateTradeRegistrationResponse();
CrmUtil cu = new CrmUtil();
OrganizationServiceProxy organizationProxy = cu.getCrmService();
try
{
//Update Account TradeRegistration
//Entity account = new Entity("account");
//ColumnSet attributes = new ColumnSet(new string[] { "new_check" });
//account = organizationProxy.Retrieve(account.LogicalName, new Guid(accountId), attributes);
//log.Info("Retrieved new_check: " + account["new_check"]);
Entity account = RetriveAccountByEmail(organizationProxy, accountId);
OptionSetValue register = new OptionSetValue(1);
//account.Attributes.Add("new_check", register);
account["new_check"] = true;
organizationProxy.Update(account);
response.ErrCode = "0";
return(response);
}
catch (Exception ex)
{
log.Info(ex.Message + "--" + ex.ToString());
}
return(null);
}
private async void bCreateClick(object sender, EventArgs e)
{
var name = tbName.Text;
if(String.IsNullOrEmpty(name))
{
MessageBox.Show("Name can not be empty", "Error",MessageBoxButtons.OK, MessageBoxIcon.Error);
return;
}
var prefix = tbPrefix.Text;
if (String.IsNullOrEmpty(prefix))
{
MessageBox.Show("Prefix can not be empty", "Error", MessageBoxButtons.OK, MessageBoxIcon.Error);
return;
}
if (cbType.SelectedIndex < 0)
{
MessageBox.Show("Please select web resource type", "Error", MessageBoxButtons.OK, MessageBoxIcon.Error);
return;
}
var webresourceName = prefix + "_" + name;
var webResource = new Entity();
webResource["name"] = webresourceName;
webResource["displayname"] = tbDisplayName.Text;
webResource["description"] = tbDescription.Text;
webResource["content"] = FileHelper.GetEncodedFileContent(ProjectItemPath);
webResource["webresourcetype"] = new OptionSetValue(cbType.SelectedIndex + 1);
webResource.LogicalName = "webresource";
bCreate.Enabled = false;
Cursor.Current = Cursors.WaitCursor;
await OnCreate(webResource);
Cursor.Current = Cursors.Default;
bCreate.Enabled = true;
}
public void CreateInterviewer(ITracingService tracer, IOrganizationService service, string name, int criteriaType, Guid systemuserID, Guid candidateID)
{
try
{
Entity newInterviewer = new Entity(dxc_interviewer);
newInterviewer[dxc_name] = name;
newInterviewer[dxc_interviewername] = new EntityReference(systemuser, systemuserID);
newInterviewer[dxc_candidate] = new EntityReference(contact, candidateID);
// 1 = initial interview
newInterviewer[dxc_type] = new OptionSetValue(1);
service.Create(newInterviewer);
tracer.Trace(help.SuccessfulTraceMsg("CreateInterviewer, " + name));
}
catch (Exception e)
{
tracer.Trace(help.UnsuccessfulTraceMsg("CreateInterviewer, " + name));
throw new InvalidPluginExecutionException(e.Message);
}
finally
{
tracer.Trace(help.SuccessfulTraceMsg("CreateInterviewer, " + name));
}
}
public void Constructor_WithEntityThatHasAnInvalidFieldAttributeValue_NullifiesValue()
{
var entity = new Entity("mock")
{
Id = Guid.NewGuid()
};
entity["dfe_field2"] = new OptionSetValue {
Value = 123
};
entity["dfe_field3"] = "an-invalid-value";
var mockValidator = new Mock <IValidator>();
var validationResult = new ValidationResult();
_mockValidatorFactory.Setup(m => m.GetValidator(It.IsAny <Type>())).Returns(mockValidator.Object);
mockValidator.Setup(m => m.Validate(It.IsAny <BaseModel>())).Returns(validationResult);
validationResult.Errors.Add(new ValidationFailure("Field3", "this value is not valid!"));
var mock = new MockModel(entity, _crm, _mockValidatorFactory.Object);
mock.Field2.Should().Be(123);
mock.Field3.Should().BeNull();
}
/// <summary>
/// Create and configure the organization service proxy.
/// Initiate the method to create any data that this sample requires.
/// Create an appointment.
/// </summary>
public void Run(ServerConnection.Configuration serverConfig, bool promptforDelete)
{
try
{
//<snippetMarketingAutomation1>
// 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();
var extracurricularparticipant = new Entity("mshied_extracurricularparticipant");
extracurricularparticipant["mshied_extracurricularactivityid"] = new EntityReference("mshied_extracurricularactivities", new Guid("3584427f-f2cb-e811-a99b-000d3a161089"));
extracurricularparticipant["mshied_source"] = new OptionSetValue(494280001); // Self-Reported
extracurricularparticipant["mshied_state"] = new OptionSetValue(494280000); // Active
extracurricularparticipant["mshied_contactid"] = new EntityReference("contact", new Guid("8644c9e3-6ac6-e811-a984-000d3a1618d5"));
extracurricularparticipant["mshied_name"] = "Adam Becker - Athletics";
var id = _serviceProxy.Create(extracurricularparticipant);
// Verify that the record has been created.
if (id != Guid.Empty)
{
Console.WriteLine($"Successfully created {id}.");
}
}
}
// 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>
/// Vote for the knowledge article this adapter applies to.
/// </summary>
/// <param name="rating">Rating value.</param>
/// <param name="maxRating">Maximum rating value.</param>
/// <param name="minRating">Minimum rating value.</param>
private void CreateRating(int rating, int maxRating, int minRating, string visitorID = null)
{
var article = Select();
var author = Dependencies.GetPortalUser();
var context = Dependencies.GetServiceContextForWrite();
var articleMetadata = GetArticleEntityMetadata();
var displayName = articleMetadata != null ? articleMetadata.DisplayName.UserLocalizedLabel.Label : string.Empty;
var feedback = new Entity("feedback");
feedback["title"] = ResourceManager.GetString("Feedback_Default_Title").FormatWith(displayName, article.Title);
feedback["rating"] = rating;
feedback["minrating"] = minRating;
feedback["maxrating"] = maxRating;
feedback["regardingobjectid"] = article.EntityReference;
feedback["adx_approved"] = true;
feedback["source"] = new OptionSetValue((int)FeedbackSource.Portal);
if (author != null)
{
feedback["createdbycontact"] = author;
}
else if (!string.IsNullOrEmpty(visitorID))
{
feedback.Attributes[FeedbackMetadataAttributes.VisitorAttributeName] = visitorID;
}
context.AddObject(feedback);
context.SaveChanges();
if (FeatureCheckHelper.IsFeatureEnabled(FeatureNames.TelemetryFeatureUsage))
{
PortalFeatureTrace.TraceInstance.LogFeatureUsage(FeatureTraceCategory.KnowledgeArticle, HttpContext.Current, "create_rating_article", 1, feedback.ToEntityReference(), "create");
}
}
/// <summary>
/// 启用
/// </summary>
/// <param name="service"></param>
/// <param name="entity"></param>
public static void Enable(this IOrganizationService service, Entity entity)
{
if (entity == null || entity.Id == Guid.Empty)
{
return;
}
OptionSetValue state = new OptionSetValue();
OptionSetValue status = new OptionSetValue();
state.Value = 0;
status.Value = 1;
EntityReference moniker = new EntityReference(entity.LogicalName, entity.Id);
OrganizationRequest request = new OrganizationRequest()
{
RequestName = "SetState"
};
request["EntityMoniker"] = moniker;
request["State"] = state;
request["Status"] = status;
service.Execute(request);
}
public void Execute(IServiceProvider serviceProvider)
{
IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);
ITracingService tracingService = (ITracingService)serviceProvider.GetService(typeof(ITracingService));
Entity obj = service.Retrieve(context.PrimaryEntityName, context.PrimaryEntityId, new ColumnSet(true));
Entity update = new Entity();
update.LogicalName = "account";
update.Id = context.PrimaryEntityId;
update["telephone1"] = "554545";
update["websiteurl"] = "www.Test.com";
update["customertypecode"] = new OptionSetValue(3);
update["address1_city"] = "Ahmedabad";
update["industrycode"] = new OptionSetValue(1);
update["preferredcontactmethodcode"] = new OptionSetValue(2);
update["donotfax"] = true;
update["creditlimit"] = new Money(10000);
service.Update(update);
}
private Guid CreatePaymentRecord(int paymentType, decimal paymentAmount, List <Entity> relatedExpenses)
{
//Create Payment record
Entity payment = new Entity("educ_payment");
payment["educ_assignment"] = new EntityReference("educ_assignment", assignmentId);
payment["educ_paymenttype"] = new OptionSetValue(paymentType);
payment["educ_amount"] = new Money(paymentAmount);
payment["statuscode"] = new OptionSetValue(1);
var paymentId = organizationService.Create(payment);
//Update Expense Records with reference to payment record
foreach (var expense in relatedExpenses)
{
expense["educ_payment"] = new EntityReference("educ_payment", paymentId);
expense["statuscode"] = new OptionSetValue(610410002);
organizationService.Update(expense);
}
return(paymentId);
}
private static void CreateStep(IOrganizationService service)
{
Guid messageId = new Guid("9EBDBB1B-EA3E-DB11-86A7-000A3A5473E8");
Guid messageFitlerId = new Guid("C2C5BB1B-EA3E-DB11-86A7-000A3A5473E8");
Entity step = new Entity("sdkmessageprocessingstep");
step["name"] = "Sdk Message track history test";
step["configuration"] = "BPF history tracking";
step["invocationsource"] = new OptionSetValue(0);
step["sdkmessageid"] = new EntityReference("sdkmessage", messageId);
step["supporteddeployment"] = new OptionSetValue(0);
step["plugintypeid"] = new EntityReference("plugintype", new Guid("f41913ff-fa4d-43b0-afd7-098ca99427b5"));
step["mode"] = new OptionSetValue(0);
step["rank"] = 1;
step["stage"] = new OptionSetValue(20);
step["sdkmessagefilterid"] = new EntityReference("sdkmessagefilter", messageFitlerId);
Guid stepId = service.Create(step);
}
private void StopProcess()
{
QueryExpression query = GetRunningProcessesQuery();
foreach (var asyncOperation in _repository.Get(query))
{
OptionSetValue asyncOperationStatus = asyncOperation.GetAttributeValue <OptionSetValue>("statuscode");
if (asyncOperationStatus.Value == 0 /* Wating for Resources */ || asyncOperationStatus.Value == 10 /* Waiting */ || asyncOperationStatus.Value == 20 /* In Process */)
{
ExecuteAction(string.Format("{0}: {1}", asyncOperation.LogicalName, asyncOperation.Id), delegate
{
asyncOperation["statecode"] = new OptionSetValue(3);
asyncOperation["statuscode"] = new OptionSetValue(32);
_repository.Update(asyncOperation);
if (PassThru)
{
WriteObject(_repository.Get("asyncoperation", asyncOperation.Id));
}
});
}
}
}
public Entity GetEntity()
{
Entity i = new Entity(NombresCamposICS.EntityName);
if (!Aen_ICSGUID.Equals(Guid.Empty))
{
i.Id = Aen_ICSGUID;
i[NombresCamposICS.EntityId] = Aen_ICSGUID;
}
if (!Aen_Codigo_Ics.Equals(string.Empty))
{
i[NombresCamposICS.Aen_Codigo_IcsCRM] = Aen_Codigo_Ics;
}
if (!Aen_Descripcion_Ics.Equals(string.Empty))
{
i[NombresCamposICS.Aen_Descripcion_IcsCRM] = Aen_Descripcion_Ics;
}
if (!Aen_Descripcion_IcsEN.Equals(string.Empty))
{
i[NombresCamposICS.Aen_Descripcion_IcsENCRM] = Aen_Descripcion_IcsEN;
}
i[NombresCamposICS.Aen_Codigo_Ics_PadreCRM] = !Aen_Codigo_Ics_Padre.Equals(Guid.Empty) ? new EntityReference(NombresCamposICS.EntityName, Aen_Codigo_Ics_Padre) : null;
if (Aen_Ics_Activo)
{
i[NombresCamposICS.Aen_Ics_ActivoCRM] = new OptionSetValue(0);
i["statuscode"] = new OptionSetValue(1);
}
else
{
i[NombresCamposICS.Aen_Ics_ActivoCRM] = new OptionSetValue(1);
//i["statuscode"] = new OptionSetValue(2);
}
return(i);
}
/// <summary>
/// Assigns the OptionSetProperty if the attribute name of the property is not already in the
/// Attributes collection, and the enumValue is not null if set to Null is false
/// </summary>
/// <param name="entity"></param>
/// <param name="propertyExpression">In the form of e => e.OptionSetProperty</param>
/// <param name="enumValue"></param>
/// <param name="setToNull"></param>
public static void SetValueIfNull <TEntity, TEnum>(this TEntity entity, Expression <Func <TEntity, OptionSetValue> > propertyExpression,
TEnum?enumValue, bool setToNull = false)
where TEntity : Entity
where TEnum : struct
{
if (enumValue == null && !setToNull)
{
return;
}
var name = propertyExpression.GetLowerCasePropertyName();
if (!entity.Attributes.ContainsKey(name))
{
if (enumValue == null)
{
entity[name] = null;
}
else
{
entity[name] = new OptionSetValue((int)(object)enumValue.Value);
}
}
}
/// <summary>
/// Create and configure the organization service proxy.
/// Initiate the method to create any data that this sample requires.
/// Create an appointment.
/// </summary>
public void Run(ServerConnection.Configuration serverConfig, bool promptforDelete)
{
try
{
//<snippetMarketingAutomation1>
// 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();
var course = new Entity("mshied_course");
course["mshied_startdate"] = new DateTime(2018, 9, 4);
course["mshied_enddate"] = new DateTime(2018, 12, 20);
course["mshied_coursenumber"] = "343467897";
course["mshied_name"] = "French 101";
course["mshied_academiclevel"] = new OptionSetValue(494280000); // 100
var id = _serviceProxy.Create(course);
// Verify that the record has been created.
if (id != Guid.Empty)
{
Console.WriteLine($"Successfully created {id}.");
}
}
}
// 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;
}
}
/*
* Lead create Process allow end user to choose which name they want to use
* The purpose of we want the name as a parameter is that it can be easily track and create.
*/
private static Guid CreateLeadWithSimpleinfor(OrganizationServiceProxy service, String name)
{
var leadSource = GetLeadSourceName(service, leadSourceName);
var newLead = new Entity("lead");
var user = GetUser(service);
newLead["companyname"] = name;
newLead["log_leadsourceid"] = leadSource.ToEntityReference();
//newLead["ownerid"] = user.ToEntityReference();
newLead["log_direction"] = new OptionSetValue(182400001); //moved out
newLead["log_contracttermsid"] = GetContractTerms(service).ToEntityReference();
newLead["log_dateofbirth"] = DateTime.Now.AddYears(-19);
//Date cannot be in the future
newLead["log_solddate"] = DateTime.Now;
newLead["log_movingdate"] = DateTime.Now;
newLead["log_salespersonid"] = GetSalesPerson(service).ToEntityReference();
//street 1
//newLead["log_takeovercase"] = GetTakdOverCASE(service).ToEntityReference();
newLead["log_typeoflead"] = new OptionSetValue(182400002);
return(service.Create(newLead));
}
public static MsCrmResult AnswerNpsSurvey(Guid npsSurveyId, int suggest, int suggestPoint, IOrganizationService service)
{
MsCrmResult returnValue = new MsCrmResult();
try
{
Entity ent = new Entity("new_npssurvey");
ent.Id = npsSurveyId;
ent["new_issuggest"] = new OptionSetValue(suggest);
ent["new_suggestpoint"] = suggestPoint;
ent["statuscode"] = new OptionSetValue((int)NpsSurveyStatus.Answered);
service.Update(ent);
returnValue.Success = true;
returnValue.Result = "Nps Survey güncellendi.";
}
catch (Exception ex)
{
returnValue.HasException = true;
returnValue.Result = ex.Message;
}
return returnValue;
}
private void UpdateNpsSurveyEntityStatusCode(Guid surveyId, NpsSurveyStatus statusCode)
{
try
{
Entity ent = new Entity("new_npssurvey");
ent.Id = surveyId;
ent["statuscode"] = new OptionSetValue((int)statusCode);
_service.Update(ent);
}
catch (Exception ex)
{
FileLogHelper.LogFunction(this.GetType().Name, "SendNpsSurvey_ServiceProcess_UpdateNpsSurveyEntityStatusCode_EXCEPTION:" + ex.Message, ERROR_LOG_PATH);
}
}
private void tvWebResources_DragDrop(object sender, DragEventArgs e)
{
var errorList = new List<string>();
var tv = (TreeView)sender;
Point location = tv.PointToScreen(Point.Empty);
var currentNode = tvWebResources.GetNodeAt(e.X - location.X, e.Y - location.Y);
var files = (string[])e.Data.GetData(DataFormats.FileDrop);
foreach (var file in files)
{
var fi = new FileInfo(file);
var tempNode = currentNode;
string name = tempNode.Text;
while (tempNode.Parent != null)
{
name = string.Format("{0}/{1}", tempNode.Parent.Text, name);
tempNode = tempNode.Parent;
}
//Test valid characters
if (WebResource.IsInvalidName(fi.Name))
{
errorList.Add(file);
}
else
{
var webResource = new Entity("webresource");
webResource["content"] = Convert.ToBase64String(File.ReadAllBytes(file));
webResource["webresourcetype"] = new OptionSetValue(WebResource.GetTypeFromExtension(fi.Extension.Remove(0, 1)));
webResource["name"] = string.Format("{0}/{1}", name, fi.Name);
webResource["displayname"] = string.Format("{0}/{1}", name, fi.Name);
var wr = new WebResource(webResource, file);
var node = new TreeNode(fi.Name)
{
ImageIndex = WebResource.GetImageIndexFromExtension(fi.Extension.Remove(0, 1))
};
node.SelectedImageIndex = node.ImageIndex;
node.Tag = wr;
currentNode.Nodes.Add(node);
currentNode.Expand();
}
}
if (errorList.Count > 0)
{
MessageBox.Show("Some file have not been added since their name does not match naming policy\r\n"
+ string.Join("\r\n", errorList));
}
}
private bool CreateReport(Guid solutionId, string uniqueName, string name, string filePath, string relativePath, int viewableIndex)
{
try
{
CrmConnection connection = CrmConnection.Parse(_connection.ConnectionString);
using (_orgService = new OrganizationService(connection))
{
Entity report = new Entity("report");
report["name"] = name;
report["bodytext"] = File.ReadAllText(filePath);
report["reporttypecode"] = new OptionSetValue(1); //ReportingServicesReport
report["filename"] = Path.GetFileName(filePath);
report["languagecode"] = 1033; //TODO: handle multiple
report["ispersonal"] = (viewableIndex == 0);
Guid id = _orgService.Create(report);
_logger.WriteToOutputWindow("Report Created: " + id, Logger.MessageType.Info);
//Add to the choosen solution (not default)
if (solutionId != new Guid("FD140AAF-4DF4-11DD-BD17-0019B9312238"))
{
AddSolutionComponentRequest scRequest = new AddSolutionComponentRequest
{
ComponentType = 31,
SolutionUniqueName = uniqueName,
ComponentId = id
};
AddSolutionComponentResponse response =
(AddSolutionComponentResponse)_orgService.Execute(scRequest);
_logger.WriteToOutputWindow("New Report Added To Solution: " + response.id, Logger.MessageType.Info);
}
NewId = id;
NewName = name;
NewBoudndFile = relativePath;
return true;
}
}
catch (FaultException<OrganizationServiceFault> crmEx)
{
_logger.WriteToOutputWindow("Error Creating Report: " + crmEx.Message + Environment.NewLine + crmEx.StackTrace, Logger.MessageType.Error);
return false;
}
catch (Exception ex)
{
_logger.WriteToOutputWindow("Error Creating Report: " + ex.Message + Environment.NewLine + ex.StackTrace, Logger.MessageType.Error);
return false;
}
}
public void When_filtering_by_an_enum_attribute_and_using_proxy_types_right_result_is_returned()
{
var fakedContext = new XrmFakedContext { };
var entityAccount = new Account { Id = Guid.NewGuid(), Name = "Test Account", LogicalName = "account" };
var entityContact = new Contact { Id = Guid.NewGuid(), ParentCustomerId = entityAccount.ToEntityReference(), EMailAddress1 = "*****@*****.**" };
var entityCase = new Incident
{
Id = Guid.NewGuid(),
PrimaryContactId = entityContact.ToEntityReference(),
CustomerId = entityAccount.ToEntityReference(),
Title = "Unit Test Case"
};
entityCase["statecode"] = new OptionSetValue((int) IncidentState.Active);
fakedContext.Initialize(new List<Entity>() {
entityAccount,entityContact, entityCase
});
var fetchXml = @"<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false' >
<entity name='incident' >
<attribute name='incidentid' />
<attribute name='statecode' />
<order attribute='createdon' descending='true' />
<filter type='and' >
<condition attribute='statecode' operator='neq' value='2' />
</filter>
</entity>
</fetch>";
var rows = fakedContext.GetFakedOrganizationService().RetrieveMultiple(new FetchExpression(fetchXml));
Assert.Equal(rows.Entities.Count, 1);
}
private void UpdateRecords()
{
if (working)
{
return;
}
if (!(cmbAttribute.SelectedItem is AttributeItem))
{
MessageBox.Show("Select an attribute to update from the list.");
return;
}
if (MessageBox.Show("All selected records will unconditionally be updated.\nUI defined rules will not be enforced.\n\nConfirm update!",
"Confirm", MessageBoxButtons.OKCancel, MessageBoxIcon.Asterisk) != DialogResult.OK)
{
return;
}
var attributeitem = (AttributeItem)cmbAttribute.SelectedItem;
var onlychange = chkOnlyChange.Checked;
var entity = records.EntityName;
var attributes = new List<string>();
attributes.Add(attributeitem.GetValue());
if (attributes[0] == "statuscode")
{
attributes.Add("statecode");
}
var touch = rbSetTouch.Checked;
var value = rbSetValue.Checked ? GetValue(attributeitem.Metadata.AttributeType) : null;
OptionSetValue statevalue = null;
if (attributeitem.Metadata is StatusAttributeMetadata && value is OptionSetValue)
{
var statusmeta = (StatusAttributeMetadata)attributeitem.Metadata;
foreach (var statusoption in statusmeta.OptionSet.Options)
{
if (statusoption is StatusOptionMetadata && statusoption.Value == ((OptionSetValue)value).Value)
{
statevalue = new OptionSetValue((int)((StatusOptionMetadata)statusoption).State);
break;
}
}
}
working = true;
WorkAsync("Updating records",
(bgworker, workargs) =>
{
var total = records.Entities.Count;
var current = 0;
var updated = 0;
foreach (var record in records.Entities)
{
current++;
var pct = 100 * current / total;
var attributesexists = true;
foreach (var attribute in attributes)
{
if (!record.Contains(attribute))
{
attributesexists = false;
break;
}
}
if ((onlychange || touch) && !attributesexists)
{
bgworker.ReportProgress(pct, "Reloading record " + current.ToString());
var newcols = new ColumnSet(attributes.ToArray());
var newrecord = Service.Retrieve(entity, record.Id, newcols);
foreach (var attribute in attributes)
{
if (newrecord.Contains(attribute) && !record.Contains(attribute))
{
record.Attributes.Add(attribute, newrecord[attribute]);
}
}
}
bgworker.ReportProgress(pct, "Updating record " + current.ToString());
if (attributeitem.Metadata is StatusAttributeMetadata)
{
UpdateState(touch, onlychange, (OptionSetValue)value, statevalue, record);
}
else
{
// This currently only supports ONE attribute being updated, can be expanded to set/touch several attributes in the future
var currentvalue = record.Contains(attributes[0]) ? record[attributes[0]] : null;
if (touch)
{
value = currentvalue;
}
UpdateAttributes(onlychange, entity, attributes, value, record, currentvalue);
}
updated++;
}
workargs.Result = updated;
},
(completedargs) =>
{
working = false;
if (completedargs.Error != null)
{
MessageBox.Show(completedargs.Error.Message, "Update", MessageBoxButtons.OK, MessageBoxIcon.Error);
}
else
{
lblUpdateStatus.Text = completedargs.Result.ToString() + " records updated";
}
},
(changeargs) =>
{
SetWorkingMessage(changeargs.UserState.ToString());
});
}
/// <summary>
/// Executes the plug-in.
/// </summary>
/// <param name="localContext">The <see cref="LocalPluginContext"/> which contains the
/// <see cref="IPluginExecutionContext"/>,
/// <see cref="IOrganizationService"/>
/// and <see cref="ITracingService"/>
/// </param>
/// <remarks>
/// For improved performance, Microsoft Dynamics CRM caches plug-in instances.
/// The plug-in's Execute method should be written to be stateless as the constructor
/// is not called for every invocation of the plug-in. Also, multiple system threads
/// could execute the plug-in at the same time. All per invocation state information
/// is stored in the context. This means that you should not use global variables in plug-ins.
/// </remarks>
protected void ExecutePricingOrderCreate(LocalPluginContext localContext)
{
if (localContext == null)
{
throw new ArgumentNullException("localContext");
}
// TODO: Implement your custom Plug-in business logic.
IPluginExecutionContext context = localContext.PluginExecutionContext;
IOrganizationService service = localContext.OrganizationService;
Guid quoteDetailID = (Guid)((Entity)context.InputParameters["Target"]).Id;
ColumnSet set = new ColumnSet();
set.AllColumns = true;
var orderDetail = service.Retrieve("salesorderdetail", quoteDetailID, set);
const decimal minimumValue = 0;
const decimal minimumRatio = 1;
if (context.Depth > 1)
{
return;
}
else
{
var priceperunit = (Money)orderDetail["priceperunit"];
orderDetail["new_specificdiscountpercentage"] = minimumValue;
orderDetail["new_ratio"] = minimumRatio;
orderDetail["new_grossannualincome"] = new Money(minimumValue);
orderDetail["new_gaixratio"] = new Money(minimumValue);
orderDetail["new_recommendedvalue"] = priceperunit;
//orderDetail["new_fixedpriceplusratio"] = priceperunit;
//This sets the current pricing type of the quote product, to the default pricing type of the quote
var parentOrder = (EntityReference)orderDetail["salesorderid"];
var quote = service.Retrieve(parentOrder.LogicalName, parentOrder.Id, new ColumnSet(true));
var pricingType = (OptionSetValue)quote["new_pricingtype"];
orderDetail["new_pricingtype"] = new OptionSetValue(pricingType.Value);
service.Update(orderDetail);
}
}
internal static void CreateEmptyWebResource(string extension, TreeView tv, Control mainControl)
{
var callerNode = tv.SelectedNode;
var nwrDialog = new NewWebResourceDialog(extension) { StartPosition = FormStartPosition.CenterParent };
if (nwrDialog.ShowDialog(mainControl) == DialogResult.OK)
{
var tempNode = callerNode;
string name = callerNode.Text;
while (tempNode.Parent != null)
{
name = string.Format("{0}/{1}", tempNode.Parent.Text, name);
tempNode = tempNode.Parent;
}
var webResource = new Entity("webresource");
webResource["content"] = "";
webResource["webresourcetype"] = new OptionSetValue(WebResource.GetTypeFromExtension(extension));
webResource["name"] = string.Format("{0}/{1}", name, string.Format("{0}.{1}", nwrDialog.WebResourceName, extension));
var wr = new WebResource(webResource, null);
var parts = nwrDialog.WebResourceName.Split('/');
for (int i = 0; i < parts.Length; i++)
{
if (i != parts.Length - 1)
{
var folderNode = new TreeNode(parts[i]) { ImageIndex = 1, SelectedImageIndex = 1 };
callerNode.Nodes.Add(folderNode);
callerNode.Expand();
callerNode = folderNode;
}
else
{
var node = new TreeNode(string.Format("{0}.{1}", parts[i], extension))
{
ImageIndex =
WebResource.GetImageIndexFromExtension
(extension)
};
node.SelectedImageIndex = node.ImageIndex;
node.Tag = wr;
callerNode.Nodes.Add(node);
callerNode.Expand();
}
}
}
}
internal static void AddExistingWebResource(TreeView tv, Control mainControl)
{
TreeNode selectedNode = tv.SelectedNode;
TreeNode tempNode = selectedNode;
string name = tempNode.Text;
while (tempNode.Parent != null)
{
name = string.Format("{0}/{1}", tempNode.Parent.Text, name);
tempNode = tempNode.Parent;
}
var ofd = new OpenFileDialog { Multiselect = true, Title = "Select file(s) for web resource(s)" };
if (ofd.ShowDialog(mainControl) == DialogResult.OK)
{
var errorList = new List<string>();
foreach (string fileName in ofd.FileNames)
{
var fi = new FileInfo(fileName);
//Test valid characters
if (WebResource.IsInvalidName(fi.Name))
{
errorList.Add(fileName);
}
else
{
var webResource = new Entity("webresource");
webResource["content"] = Convert.ToBase64String(File.ReadAllBytes(fileName));
webResource["webresourcetype"] =
new OptionSetValue(WebResource.GetTypeFromExtension(fi.Extension.Remove(0, 1)));
webResource["name"] = string.Format("{0}/{1}", name, fi.Name);
webResource["displayname"] = string.Format("{0}/{1}", name, fi.Name);
var wr = new WebResource(webResource, fileName);
var node = new TreeNode(fi.Name)
{
ImageIndex =
WebResource.GetImageIndexFromExtension(fi.Extension.Remove(0,
1))
};
node.SelectedImageIndex = node.ImageIndex;
node.Tag = wr;
selectedNode.Nodes.Add(node);
selectedNode.Expand();
}
if (errorList.Count > 0)
{
MessageBox.Show("Some file have not been added since their name does not match naming policy\r\n"
+ string.Join("\r\n", errorList));
}
}
}
tv.TreeViewNodeSorter = new NodeSorter();
tv.Sort();
}
/// <summary>
/// Create a TreeNode for the javascript file passed in parameter
/// </summary>
/// <param name="fiChild">Javascript FileInfo</param>
/// <param name="parent">Parent element (TreeView or TreeNode)</param>
public static void CreateWebResourceNode(FileInfo fiChild, object parent)
{
string scriptName = fiChild.Name;
string fileName = scriptName;
// Creating the script "name" attribute which depends on the current
// TreeView structure
var treeNode = parent as TreeNode;
if (treeNode != null)
{
var parentNode = treeNode;
while (parentNode != null && !parentNode.Text.EndsWith("_"))
{
fileName = string.Format("{0}/{1}", parentNode.Text, fileName);
parentNode = parentNode.Parent;
}
if (parentNode != null)
fileName = string.Format("{0}/{1}", parentNode.Text, fileName);
}
int imageIndex = 0;
switch (fiChild.Extension.ToLower().Remove(0, 1))
{
case "html":
case "htm":
imageIndex = 2;
break;
case "css":
imageIndex = 3;
break;
case "js":
imageIndex = 4;
break;
case "xml":
imageIndex = 5;
break;
case "png":
imageIndex = 6;
break;
case "jpg":
imageIndex = 7;
break;
case "gif":
imageIndex = 8;
break;
case "xap":
imageIndex = 9;
break;
case "xsl":
imageIndex = 10;
break;
case "ico":
imageIndex = 11;
break;
}
// Create new virtual web resource
var script = new Entity("webresource");
script["name"] = fileName;
script["webresourcetype"] = new OptionSetValue(imageIndex - 1);
// Add content
script["content"] = Convert.ToBase64String(File.ReadAllBytes(fiChild.FullName));
// Generate display name (Credit to badhabits)
var lastSlash = fileName.LastIndexOf("/", StringComparison.Ordinal);
var displayName = lastSlash > -1
? fileName.Substring(lastSlash + 1)
: fileName;
script["displayname"] = displayName;
var scriptObject = new WebResource(script, fiChild.FullName);
var node = new TreeNode
{
Text = scriptName,
Name = scriptName,
Tag = scriptObject,
ImageIndex = imageIndex,
SelectedImageIndex = imageIndex
};
var node1 = parent as TreeNode;
if (node1 != null)
{
node1.Nodes.Add(node);
}
else
{
((TreeView)parent).Nodes.Add(node);
}
}
protected void btnSave_Click(object sender, EventArgs e)
{
if (txtPassword.Text != txtPassword1.Text)
{
MessageBox.Show("رمز عبور و تکرار رمز عبور، یکسان نمی باشد");
return;
}
if (!CheckEmail())
{
MessageBox.Show("آدرس پست الکترونیک در سیستم وجود دارد");
return;
}
Entity Contact = new Entity("contact");
Contact["firstname"] = txtName.Text.Trim();
Contact["lastname"] = txtFamily.Text.Trim();
Contact["helpdesk_personnelcode"] = txtEmployeeNo.Text.Trim();
Contact["helpdesk_salutaion"] = new OptionSetValue(Convert.ToInt32(Salutation.SelectedValue));
Contact["parentcustomerid"] = new EntityReference("account", new Guid(Department.SelectedValue.ToString()));
Contact["emailaddress1"] = txtEmail.Text.Trim();
Contact["mobilephone"] = txtMobile.Text.Trim();
Contact["helpdesk_password"] = txtPassword.Text;
Contact["helpdesk_requestforuser"] = CheckBoxSms.Checked;
Contact["helpdesk_usesms"] = CheckBoxCrm.Checked;
crmService.Create(Contact);
Response.Redirect("RegistrationConfirm.aspx");
}
/// <summary>
/// Executes the plug-in.
/// </summary>
/// <param name="localContext">The <see cref="LocalPluginContext"/> which contains the
/// <see cref="IPluginExecutionContext"/>,
/// <see cref="IOrganizationService"/>
/// and <see cref="ITracingService"/>
/// </param>
/// <remarks>
/// For improved performance, Microsoft Dynamics CRM caches plug-in instances.
/// The plug-in's Execute method should be written to be stateless as the constructor
/// is not called for every invocation of the plug-in. Also, multiple system threads
/// could execute the plug-in at the same time. All per invocation state information
/// is stored in the context. This means that you should not use global variables in plug-ins.
/// </remarks>
protected void ExecutePostOrderProductUpdate(LocalPluginContext localContext)
{
if (localContext == null)
{
throw new ArgumentNullException("localContext");
}
// TODO: Implement your custom Plug-in business logic.
IPluginExecutionContext context = localContext.PluginExecutionContext;
IOrganizationService service = localContext.OrganizationService;
Guid orderProductID = (Guid)((Entity)context.InputParameters["Target"]).Id;
ColumnSet set = new ColumnSet();
set.AllColumns = true;
var order = service.Retrieve("salesorder", orderProductID, set);
if (context.Depth > 1)
{
return;
}
else
{
//First I get the base values that I need for the calculations
var pricingType = (OptionSetValue)order["new_pricingtype"];
ConditionExpression condition = new ConditionExpression();
condition.AttributeName = "salesorderid";
condition.Operator = ConditionOperator.Equal;
condition.Values.Add(orderProductID);
FilterExpression filter = new FilterExpression();
filter.AddCondition(condition);
QueryExpression query = new QueryExpression();
query.EntityName = "salesorderdetail";
query.ColumnSet = new ColumnSet(true);
query.Criteria = filter;
EntityCollection salesorderDetail = service.RetrieveMultiple(query);
foreach (var detail in salesorderDetail.Entities)
{
detail["new_pricingtype"] = new OptionSetValue(pricingType.Value);
service.Update(detail);
}
service.Update(order);
}
}
private void CreateJavascriptWebresource(string filePath, string fileName)
{
Log(tbLogJavascript, $"Attempting to create javascript webresource {fileName} in CRM");
var jsWebResource = new Entity("webresource");
jsWebResource["name"] = "scripts_/"+string.Join("\\", filePath.Split('\\').Skip(1)).Replace("\\","/");
jsWebResource["displayname"] = fileName;
jsWebResource["webresourcetype"] = new OptionSetValue(3);//javascript
jsWebResource["content"] = Convert.ToBase64String(ReadFile(filePath));
try
{
Service.Create(jsWebResource);
}
catch (FaultException<OrganizationServiceFault> fe)
{
Log(tbLogJavascript, $"Unable to create Javascript webresource {fileName}. {fe.Message}", MessageType.ERROR);
}
Log(tbLogJavascript, $"Created Javascript webresource {fileName} in CRM");
}
private void btnValidate_Click(object sender, EventArgs e)
{
try
{
Entity webR = new Entity("webresource");
webR["displayname"] = txtDisplayName.Text;
string ext = txtFile.Text.Split('.')[txtFile.Text.Split('.').Length - 1];
switch (ext.ToLower())
{
case "html":
webR["webresourcetype"] = new OptionSetValue(1);
break;
case "png":
webR["webresourcetype"] = new OptionSetValue(5);
break;
case "jpg":
webR["webresourcetype"] = new OptionSetValue(6);
break;
case "gif":
webR["webresourcetype"] = new OptionSetValue(7);
break;
}
webR["name"] = txtName.Text;
webR["content"] = getEncodedFileContents(txtFile.Text);
Guid wrId = service.Create(webR);
webR["webresourceid"] = wrId;
CreatedEntity = webR;
DialogResult = DialogResult.OK;
Close();
}
catch (Exception error)
{
MessageBox.Show("An error occured while creating the web resource: " + error.Message, "Error", MessageBoxButtons.OK, MessageBoxIcon.Error);
}
}
private bool CreateWebResource(Guid solutionId, string uniqueName, int type, string prefix, string name, string displayName, string filePath, string relativePath)
{
try
{
CrmConnection connection = CrmConnection.Parse(_connection.ConnectionString);
using (_orgService = new OrganizationService(connection))
{
Entity webResource = new Entity("webresource");
webResource["name"] = prefix + name;
webResource["webresourcetype"] = new OptionSetValue(type);
if (!string.IsNullOrEmpty(displayName))
webResource["displayname"] = displayName;
if (type == 8)
webResource["silverlightversion"] = "4.0";
string extension = Path.GetExtension(filePath);
List<string> imageExs = new List<string>() { ".ICO", ".PNG", ".GIF", ".JPG" };
string content;
//TypeScript
if (extension != null && (extension.ToUpper() == ".TS"))
{
content = File.ReadAllText(Path.ChangeExtension(filePath, ".js"));
webResource["content"] = EncodeString(content);
}
//Images
else if (extension != null && imageExs.Any(s => extension.ToUpper().EndsWith(s)))
{
content = EncodedImage(filePath, extension);
webResource["content"] = content;
}
//Everything else
else
{
content = File.ReadAllText(filePath);
webResource["content"] = EncodeString(content);
}
Guid id = _orgService.Create(webResource);
_logger.WriteToOutputWindow("New Web Resource Created: " + id, Logger.MessageType.Info);
//Add to the choosen solution (not default)
if (solutionId != new Guid("FD140AAF-4DF4-11DD-BD17-0019B9312238"))
{
AddSolutionComponentRequest scRequest = new AddSolutionComponentRequest
{
ComponentType = 61,
SolutionUniqueName = uniqueName,
ComponentId = id
};
AddSolutionComponentResponse response =
(AddSolutionComponentResponse)_orgService.Execute(scRequest);
_logger.WriteToOutputWindow("New Web Resource Added To Solution: " + response.id, Logger.MessageType.Info);
}
NewId = id;
NewType = type;
NewName = prefix + name;
if (!string.IsNullOrEmpty(displayName))
NewDisplayName = displayName;
NewBoundFile = relativePath;
NewSolutionId = solutionId;
return true;
}
}
catch (FaultException<OrganizationServiceFault> crmEx)
{
_logger.WriteToOutputWindow("Error Creating Web Resource: " + crmEx.Message + Environment.NewLine + crmEx.StackTrace, Logger.MessageType.Error);
return false;
}
catch (Exception ex)
{
_logger.WriteToOutputWindow("Error Creating Web Resource: " + ex.Message + Environment.NewLine + ex.StackTrace, Logger.MessageType.Error);
return false;
}
}
public static MsCrmResult CreateOrUpdateProfile(Contact contact, IOrganizationService service)
{
MsCrmResult returnValue = new MsCrmResult();
try
{
Entity ent = new Entity("contact");
if (!string.IsNullOrEmpty(contact.MobilePhone))
{
ent["mobilephone"] = contact.MobilePhone;
}
if (!string.IsNullOrEmpty(contact.WorkPhone))
{
ent["telephone1"] = contact.WorkPhone;
}
if (!string.IsNullOrEmpty(contact.IdentityNumber))
{
ent["new_identitynumber"] = contact.IdentityNumber;
}
if (contact.Gender != null)
{
ent["gendercode"] = new OptionSetValue((int)contact.Gender);
}
if (contact.BirthDate != null)
{
ent["birthdate"] = contact.BirthDate;
}
if (!string.IsNullOrEmpty(contact.Description))
{
ent["description"] = contact.Description;
}
if (!string.IsNullOrEmpty(contact.EmailAddress))
{
ent["emailaddress1"] = contact.EmailAddress;
}
if (!string.IsNullOrEmpty(contact.FirstName))
{
ent["firstname"] = contact.FirstName;
}
if (!string.IsNullOrEmpty(contact.LastName))
{
ent["lastname"] = contact.LastName;
}
if (!string.IsNullOrEmpty(contact.Title))
{
ent["jobtitle"] = contact.Title;
}
if (!string.IsNullOrEmpty(contact.FunctionName))
{
ent["new_functionname"] = contact.FunctionName;
}
if (contact.ParentAccount != null)
{
ent["parentaccountid"] = contact.ParentAccount;
}
if (contact.CityId != null)
{
ent["new_cityid"] = contact.CityId;
}
if (contact.TownId != null)
{
ent["new_townid"] = contact.TownId;
}
if (!string.IsNullOrEmpty(contact.AddressDetail))
{
ent["new_addressdetail"] = contact.AddressDetail;
}
if (contact.MarkContact != null)
{
ent["new_markcontact"] = contact.MarkContact;
}
if (contact.ContactId != Guid.Empty)
{
ent["contactid"] = contact.ContactId;
service.Update(ent);
returnValue.Success = true;
returnValue.Result = "M009"; //"Profil güncellendi.";
}
else
{
returnValue.CrmId = service.Create(ent);
returnValue.Success = true;
returnValue.Result = "M010"; //"Profil oluşturuldu.";
}
}
catch (Exception ex)
{
throw ex;
}
return returnValue;
}
private void UpdateState(bool touch, bool onlychange, OptionSetValue statusvalue, OptionSetValue statevalue, Entity record)
{
var currentstate = record.Contains("statecode") ? record["statecode"] : new OptionSetValue(-1);
var currentstatus = record.Contains("statuscode") ? record["statuscode"] : new OptionSetValue(-1);
if (touch)
{
statevalue = (OptionSetValue)currentstate;
statusvalue = (OptionSetValue)currentstatus;
}
if (!onlychange || !ValuesEqual(currentstate, statevalue) || !ValuesEqual(currentstatus, statusvalue))
{
var req = new SetStateRequest()
{
EntityMoniker = record.ToEntityReference(),
State = statevalue,
Status = statusvalue
};
var resp = Service.Execute(req);
if (record.Contains("statecode"))
{
record["statecode"] = statevalue;
}
else
{
record.Attributes.Add("statecode", statevalue);
}
if (record.Contains("statuscode"))
{
record["statuscode"] = statusvalue;
}
else
{
record.Attributes.Add("statuscode", statusvalue);
}
}
}
private Guid CreateAssembly(string filePath)
{
var assemblyId = Guid.Empty;
Log(tbLogPlugin, $"Attempting to create assembly in {filePath} in CRM");
var assembly = Assembly.LoadFrom(filePath);
var assemblyName = assembly.GetName();
var assemblyTokenBytes = assemblyName.GetPublicKeyToken();
var crmAssembly = new Entity("pluginassembly");
crmAssembly["name"] = assemblyName.Name;
crmAssembly["sourcetype"] = new OptionSetValue(0); //database
crmAssembly["content"] = Convert.ToBase64String(ReadFile(filePath));
crmAssembly["culture"] = assemblyName.CultureInfo == System.Globalization.CultureInfo.InvariantCulture ? "neutral" : assemblyName.CultureInfo.Name;
if(assemblyTokenBytes == null || assemblyTokenBytes.Length == 0)
{
crmAssembly["publickeytoken"] = null;
}
else
{
crmAssembly["publickeytoken"] = string.Join(string.Empty, assemblyTokenBytes.Select(b => b.ToString("X2")));
}
crmAssembly["version"] = assemblyName.Version.ToString();
crmAssembly["name"] = assemblyName.Name;
if (ConnectionDetail.UseOnline)
{
crmAssembly["isolationmode"] = new OptionSetValue((int)Common.SDK.IsolationMode.Sandbox);
}
else
{
crmAssembly["isolationmode"] = new OptionSetValue((int)Common.SDK.IsolationMode.None);
}
try
{
assemblyId = Service.Create(crmAssembly);
}
catch (FaultException<OrganizationServiceFault> fe)
{
Log(tbLogPlugin, $"Unable to create assembly {assemblyName.Name}. {fe.Message}", MessageType.ERROR);
}
Log(tbLogPlugin, $"Created assembly {assemblyName.Name} in CRM");
return assemblyId;
}
/// <summary>
/// Executes the plug-in.
/// </summary>
/// <param name="localContext">The <see cref="LocalPluginContext"/> which contains the
/// <see cref="IPluginExecutionContext"/>,
/// <see cref="IOrganizationService"/>
/// and <see cref="ITracingService"/>
/// </param>
/// <remarks>
/// For improved performance, Microsoft Dynamics CRM caches plug-in instances.
/// The plug-in's Execute method should be written to be stateless as the constructor
/// is not called for every invocation of the plug-in. Also, multiple system threads
/// could execute the plug-in at the same time. All per invocation state information
/// is stored in the context. This means that you should not use global variables in plug-ins.
/// </remarks>
protected void ExecuteInvoiceVATer(LocalPluginContext localContext)
{
if (localContext == null)
{
throw new ArgumentNullException("localContext");
}
// TODO: Implement your custom Plug-in business logic.
IPluginExecutionContext context = localContext.PluginExecutionContext;
IOrganizationService service = localContext.OrganizationService;
Guid invoiceID = (Guid)((Entity)context.InputParameters["Target"]).Id;
ColumnSet set = new ColumnSet();
set.AllColumns = true;
var invoice = service.Retrieve("invoice", invoiceID, set);
if (context.Depth > 1)
{
return;
}
else
{
var totalamount = (Money)invoice["totallineitemamount"];
var discount = (Money)invoice["totaldiscountamount"];
var VAT = (OptionSetValue)invoice["new_vat"];
var tax = totalamount.Value * VAT.Value / 100;
ConditionExpression condition = new ConditionExpression();
condition.AttributeName = "invoiceid";
condition.Operator = ConditionOperator.Equal;
condition.Values.Add(invoiceID);
FilterExpression filter = new FilterExpression();
filter.AddCondition(condition);
QueryExpression query = new QueryExpression();
query.EntityName = "invoicedetail";
query.ColumnSet = new ColumnSet(true);
query.Criteria = filter;
EntityCollection invoicedetails = service.RetrieveMultiple(query);
foreach (var detail in invoicedetails.Entities)
{
bool isLocked = (bool)detail.Attributes["invoiceispricelocked"];
if (isLocked)
{
//It is really important to unlock both the Invoice and the Order!
UnlockInvoicePricingRequest unlockInvoice = new UnlockInvoicePricingRequest();
unlockInvoice.InvoiceId = ((EntityReference)detail.Attributes["invoiceid"]).Id;
UnlockInvoicePricingResponse unlockInvoiceResponse = (UnlockInvoicePricingResponse)service.Execute(unlockInvoice);
}
var quantity = (decimal)detail["quantity"];
var priceperunit = (Money)detail["priceperunit"];
var teamleader = (OptionSetValue)detail["new_tldiscount"];
//Then I calculate the manual discount and baseamount, for the further calculations
detail.Attributes["manualdiscountamount"] = new Money((priceperunit.Value * teamleader.Value / 100) * quantity);
var manualdiscountamount = (Money)detail.Attributes["manualdiscountamount"];
detail.Attributes["baseamount"] = new Money(priceperunit.Value * quantity);
var baseamount = (Money)detail["baseamount"];
//finally I calculate the tax
detail["new_vat"] = new OptionSetValue(VAT.Value);
var taxDetail = (baseamount.Value - manualdiscountamount.Value) * VAT.Value / 100;
detail.Attributes["tax"] = new Money(taxDetail); //tax
service.Update(detail);
}
invoice["new_totalamountincludingvat"] = new Money((totalamount.Value - discount.Value) + tax);
service.Update(invoice);
}
}
/// <summary>
/// Executes the plug-in.
/// </summary>
/// <param name="localContext">The <see cref="LocalPluginContext"/> which contains the
/// <see cref="IPluginExecutionContext"/>,
/// <see cref="IOrganizationService"/>
/// and <see cref="ITracingService"/>
/// </param>
/// <remarks>
/// For improved performance, Microsoft Dynamics CRM caches plug-in instances.
/// The plug-in's Execute method should be written to be stateless as the constructor
/// is not called for every invocation of the plug-in. Also, multiple system threads
/// could execute the plug-in at the same time. All per invocation state information
/// is stored in the context. This means that you should not use global variables in plug-ins.
/// </remarks>
protected void ExecuteGetSiteMap(LocalPluginContext localContext)
{
if (localContext == null)
{
throw new ArgumentNullException("localContext");
}
Entity output = new Entity("webresource");
IOrganizationService service = localContext.OrganizationService;
ITracingService trace = localContext.TracingService;
// Exract the search criteria
QueryBase query = (QueryBase)localContext.PluginExecutionContext.InputParameters["Query"];
Type queryType = query.GetType();
if (queryType == typeof(QueryExpression))
{
trace.Trace("Found QueryExpression");
// Get condition
QueryExpression queryExpression = (QueryExpression)query;
if (queryExpression.EntityName != "webresource")
return;
if (queryExpression.Criteria == null || queryExpression.Criteria.Conditions.Count != 1 || queryExpression.Criteria.Conditions[0].AttributeName != "name")
return;
string webresourceName = (string)queryExpression.Criteria.Conditions[0].Values[0];
if ((webresourceName.Length > SiteMapResourceName.Length + 3) && webresourceName.StartsWith(SiteMapResourceName) && webresourceName.EndsWith(".js"))
{
string lcid = webresourceName.Substring(16);
lcid = lcid.Substring(0, lcid.Length - 3);
trace.Trace("LCID={0}",lcid);
var outputCollection = (EntityCollection)localContext.PluginExecutionContext.OutputParameters["BusinessEntityCollection"];
SiteMapLoader siteMap = new SiteMapLoader(int.Parse(lcid));
StringWriter json = new StringWriter();
siteMap.ParseSiteMapToJson(service, trace, json);
var scriptBytes = System.Text.Encoding.UTF8.GetBytes(json.ToString());
trace.Trace("Parsed Sit Map OK");
output["name"] = webresourceName;
output["content"] = System.Convert.ToBase64String(scriptBytes);
output["webresourcetype"] = new OptionSetValue(3);
outputCollection.Entities.Clear();
outputCollection.Entities.Add(output);
}
}
}
public bool Equals(OptionSetValue x, OptionSetValue y)
{
if (x != null)
return x.Value.Equals(y.Value);
else
return false;
}
