private void PrepareUpsertDeleteLists(RetrieveEntityChangesResponse response, List <Entity> entitiesToUpSert, List <EntityReference> entitiesToDelete)
{
foreach (var change in response.EntityChanges.Changes)
{
if (change.Type == ChangeType.NewOrUpdated)
{
var changeditem = (NewOrUpdatedItem)change;
Entity changedEntity = changeditem.NewOrUpdatedEntity;
TrimFieldsFromChanges(changedEntity);
entitiesToUpSert.Add(changedEntity);
}
else if (change.Type == ChangeType.RemoveOrDeleted)
{
var deleteditem = (RemovedOrDeletedItem)change;
EntityReference deletedEntityReference = deleteditem.RemovedItem;
entitiesToDelete.Add(deletedEntityReference);
}
}
}
/// <summary>
/// Imports the ChangeTrackingSample solution.
/// Creates 10 records in sample_book
/// Initial sync and retrieves the 10 records.
/// Updates the reords (Adds 10 new records and deletes one record and updates one record).
/// Second sync to retrieve the changes since the last sync.
/// </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();
// Check CRM version
if (CheckCRMVersion())
{
// Import the ChangeTrackingSample solution if it is not already installed.
ImportChangeTrackingSolution();
// Wait for entity and key index to be active.
WaitForEntityAndKeysToBeActive(_serviceProxy, _customBooksEntityName.ToLower());
// Create 10 demo records.
CreateRequiredRecords();
string token;
// Initialize page number.
int pageNumber = 1;
List <Entity> initialrecords = new List <Entity>();
// Retrieve records by using Change Tracking feature.
RetrieveEntityChangesRequest request = new RetrieveEntityChangesRequest();
request.EntityName = _customBooksEntityName.ToLower();
request.Columns = new ColumnSet("sample_bookcode", "sample_name", "sample_author");
request.PageInfo = new PagingInfo()
{
Count = 5000, PageNumber = 1, ReturnTotalRecordCount = false
};
// Initial Synchronization. Retrieves all records as well as token value.
Console.WriteLine("Initial synchronization....retrieving all records.");
while (true)
{
RetrieveEntityChangesResponse response = (RetrieveEntityChangesResponse)_serviceProxy.Execute(request);
initialrecords.AddRange(response.EntityChanges.Changes.Select(x => (x as NewOrUpdatedItem).NewOrUpdatedEntity).ToArray());
initialrecords.ForEach(x => Console.WriteLine("initial record id:{0}", x.Id));
if (!response.EntityChanges.MoreRecords)
{
// Store token for later query
token = response.EntityChanges.DataToken;
break;
}
// Increment the page number to retrieve the next page.
request.PageInfo.PageNumber++;
// Set the paging cookie to the paging cookie returned from current results.
request.PageInfo.PagingCookie = response.EntityChanges.PagingCookie;
}
// Display the initial records.
// Do you like to view the records in browser? Add code.
if (PromptForView())
{
ViewEntityListInBrowser();
}
// Delay 10 seconds, then create/update/delete records
Console.WriteLine("waiting 10 seconds until next operation..");
Thread.Sleep(10000);
// Add another 10 records, 1 update, and 1 delete.
UpdateRecords();
// Second Synchronization. Basically do the same.
// Reset paging
pageNumber = 1;
request.PageInfo.PageNumber = pageNumber;
request.PageInfo.PagingCookie = null;
// Assign token
request.DataVersion = token;
// Instantiate cache.
List <Entity> updatedRecords = new List <Entity>();
List <EntityReference> deletedRecords = new List <EntityReference>();
while (true)
{
RetrieveEntityChangesResponse results = (RetrieveEntityChangesResponse)_serviceProxy.Execute(request);
updatedRecords.AddRange(results.EntityChanges.Changes.Where(x => x.Type == ChangeType.NewOrUpdated).Select(x => (x as NewOrUpdatedItem).NewOrUpdatedEntity).ToArray());
deletedRecords.AddRange(results.EntityChanges.Changes.Where(x => x.Type == ChangeType.RemoveOrDeleted).Select(x => (x as RemovedOrDeletedItem).RemovedItem).ToArray());
if (!results.EntityChanges.MoreRecords)
{
break;
}
// Increment the page number to retrieve the next page.
request.PageInfo.PageNumber++;
// Set the paging cookie to the paging cookie returned from current results.
request.PageInfo.PagingCookie = results.EntityChanges.PagingCookie;
}
// Do synchronizig work here.
Console.WriteLine("Retrieving changes since the last sync....");
updatedRecords.ForEach(x => Console.WriteLine("new or updated record id:{0}!", x.Id));
deletedRecords.ForEach(x => Console.WriteLine("record id:{0} deleted!", x.Id));
// Prompt to view the records in the browser.
if (PromptForView())
{
Console.WriteLine("Retrieving the changes for the sample_book entity.....");
ViewEntityListInBrowser();
}
// Prompts to delete the ChangeTrackingSample managed solution.
DeleteChangeTrackingSampleSolution(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;
}
}
[STAThread] // Added to support UX
static void Main(string[] args)
{
CrmServiceClient service = null;
try
{
service = SampleHelpers.Connect("Connect");
// Service implements IOrganizationService interface
if (service.IsReady)
{
#region Sample Code
//////////////////////////////////////////////
#region Set up
SetUpSample(service);
#endregion Set up
#region Demonstrate
/*
* The Sample setup will import a ChangeTracking solution that contains
* a sample_book entity that has an alternate key named sample_bookcode.
*
* 10 initial sample_book entity records are created so that changes to those
* entities can be tracked.
*/
//To cache the RetrieveEntityChangesResponse.EntityChanges.DataToken value
string dataVersionToken;
//To cache information about the inital set of book records created.
List <Entity> initialRecords = new List <Entity>();
//Retrieve initial records with tracked changes
RetrieveEntityChangesRequest initialRequest = new RetrieveEntityChangesRequest()
{
EntityName = "sample_book",
Columns = new ColumnSet("sample_bookcode", "sample_name", "sample_author"),
PageInfo = new PagingInfo()
{
Count = 5000, PageNumber = 1, ReturnTotalRecordCount = false
}
};
// Initial Synchronization. Retrieves all records as well as token value.
Console.WriteLine("Initial synchronization....retrieving all records.");
RetrieveEntityChangesResponse initialResponse = (RetrieveEntityChangesResponse)service.Execute(initialRequest);
//Cache the initial records for comparison.
initialRecords.AddRange(initialResponse.EntityChanges.Changes.Select(x => (x as NewOrUpdatedItem).NewOrUpdatedEntity).ToArray());
// Store token for second query
dataVersionToken = initialResponse.EntityChanges.DataToken;
Console.WriteLine("Waiting 10 seconds until next operation..");
Thread.Sleep(10000);
//Add another 10 records, 1 update, and 1 delete
UpdateBookRecordsForSample(service);
// Instantiate cache for changed and deleted records
List <Entity> updatedRecords = new List <Entity>();
List <EntityReference> deletedRecords = new List <EntityReference>();
//Retrieve Changes since the initial records were created
//The request is identical except it now has the DataVersion value set to the DataToken of the previous request.
RetrieveEntityChangesRequest secondRequest = new RetrieveEntityChangesRequest()
{
EntityName = "sample_book",
Columns = new ColumnSet("sample_bookcode", "sample_name", "sample_author"),
PageInfo = new PagingInfo()
{
Count = 5000, PageNumber = 1, ReturnTotalRecordCount = false
},
DataVersion = dataVersionToken
};
//Get the results from the second request
RetrieveEntityChangesResponse results = (RetrieveEntityChangesResponse)service.Execute(secondRequest);
//Separate the results by type: NewOrUpdated or RemoveOrDeleted
updatedRecords.AddRange(results.EntityChanges.Changes
.Where(x => x.Type == ChangeType.NewOrUpdated)
.Select(x => (x as NewOrUpdatedItem).NewOrUpdatedEntity).ToArray());
deletedRecords.AddRange(results.EntityChanges.Changes
.Where(x => x.Type == ChangeType.RemoveOrDeleted)
.Select(x => (x as RemovedOrDeletedItem).RemovedItem).ToArray());
//Test results
Console.WriteLine("\nList of updated records:");
updatedRecords.ForEach(e =>
{
Console.WriteLine(" name: {0}", e["sample_name"]);
/*
* Expected:
* name: Demo Book 10
* name: Demo Book 11
* name: Demo Book 12
* name: Demo Book 13
* name: Demo Book 14
* name: Demo Book 15
* name: Demo Book 16
* name: Demo Book 17
* name: Demo Book 18
* name: Demo Book 19
* name: Demo Book 0 updated < Time record was updated >
*/
}
);
Console.WriteLine("\nList of deleted record entity references:");
deletedRecords.ForEach(e =>
{
Console.WriteLine(" LogicalName: {0} Id:{1}", e.LogicalName, e.Id);
/*
* Expected:
* LogicalName: sample_book Id:< GUID of record that was deleted >
*/
}
);
Console.WriteLine("\n");
#endregion Demonstrate
#region Clean up
// Provides option to delete the ChangeTracking solution
CleanUpSample(service);
#endregion Clean up
//////////////////////////////////////////////
#endregion Sample Code
Console.WriteLine("The sample completed successfully");
return;
}
else
{
const string UNABLE_TO_LOGIN_ERROR = "Unable to Login to Dynamics CRM";
if (service.LastCrmError.Equals(UNABLE_TO_LOGIN_ERROR))
{
Console.WriteLine("Check the connection string values in cds/App.config.");
throw new Exception(service.LastCrmError);
}
else
{
throw service.LastCrmException;
}
}
}
catch (Exception ex)
{
SampleHelpers.HandleException(ex);
}
finally
{
if (service != null)
{
service.Dispose();
}
Console.WriteLine("Press <Enter> to exit.");
Console.ReadLine();
}
}
static void Main(string[] args)
{
CrmServiceClient client = new CrmServiceClient("Url=https://revforce.crm.dynamics.com; [email protected]; Password=Khunta96#; authtype=Office365");
IOrganizationService service = (IOrganizationService)
client.OrganizationWebProxyClient != null ? (IOrganizationService)client.OrganizationWebProxyClient : (IOrganizationService)client.OrganizationServiceProxy;
//Auto Number Field Setup
CreateAttributeRequest widgetSerialNumberAttributeRequest = new CreateAttributeRequest
{
EntityName = "account",
Attribute = new StringAttributeMetadata
{
//Define the format of the attribute
AutoNumberFormat = "WID-{SEQNUM:5}-{RANDSTRING:6}-{DATETIMEUTC:yyyyMMddhhmmss}",
LogicalName = "rev_autonumber",
SchemaName = "rev_AutoNumber",
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
MaxLength = 100, // The MaxLength defined for the string attribute must be greater than the length of the AutoNumberFormat value, that is, it should be able to fit in the generated value.
DisplayName = new Label("Auto Number", 1033),
Description = new Label("Unique Auto Incrementing field", 1033)
}
};
service.Execute(widgetSerialNumberAttributeRequest);
Console.WriteLine("Field Added.");
//Exporting Dynamics Data - RetrieveEntityChangesRequest
RetrieveEntityChangesRequest req = new RetrieveEntityChangesRequest();
req.EntityName = "account";
req.Columns = new ColumnSet("name");
RetrieveEntityChangesResponse response = (RetrieveEntityChangesResponse)service.Execute(req);
/*
* //Specific Entity Key
* Entity accont = new Entity("account", "accountnumber", "963963");
* accont.Attributes.Add("name", "ABCD Company");
* service.Update(accont);
*
* //Bulk Delete
* string xml = @"<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>
* <entity name='rev_policy'>
* <attribute name='rev_policyid'/>
* </entity>
* </fetch>";
*
* EntityCollection delCollection = service.RetrieveMultiple(new FetchExpression(xml));
* foreach(Entity policy in delCollection.Entities)
* {
* service.Delete("rev_policy", policy.Id);
* }
*
* Contact c = new Contact()
* {
* FirstName = "",
* LastName = ""
* };
*
* //Using LINQ
* using(crmContext serviceContext = new crmContext(service))
* {
* var accountsNames = from item in serviceContext.AccountSet
* where item.Name == "ABYZ Company"
* select item.Name;
*
* foreach (var aName in accountsNames)
* {
* Console.WriteLine(aName);
* }
*
* var accountContacts = from account in serviceContext.AccountSet
* join contacts in serviceContext.ContactSet
* on account.Id equals contacts.AccountId.Id
* where account.Name == "Adventure Works"
* select new
* {
* contacts.FullName
* };
* }
* Contact c = new Contact()
* {
* }
*
* //Call Action rev_SendEmail
* OrganizationRequest req = new OrganizationRequest("rev_sendemail");
* req.Parameters.Add("subject", "Welcome to CRM");
* req.Parameters.Add("Target", new EntityReference("contact", conGuid));
* OrganizationRequest response = service.Execute(req);
*
* Console.WriteLine(response.)
*
*
*/
/*string xml = @"<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>
* <entity name='account'>
* <attribute name='name' />
* <attribute name='primarycontactid' />
* <attribute name='telephone1' />
* <attribute name='accountid' />
* <order attribute='name' descending='false' />
* </entity>
* </fetch>";
*
* EntityCollection collection = service.RetrieveMultiple(new FetchExpression(xml));
*
* foreach (Entity account in collection.Entities)
* {
* Console.WriteLine(account.Attributes["name"].ToString());
* }*/
//Console.Read();
// Create a contact record in Dynamics
//Entity contact = new Entity("contact");
//contact.Attributes.Add("lastname", "Bartholomew");
//Guid contactGuid = service.Create(contact);
//Entity incident = new Entity("incident");
//incident.Attributes.Add("title", "New Support Case");
//incident.Attributes.Add("customerid", new EntityReference("contact", contactGuid));
//service.Create(incident);
Console.ReadLine();
}
