[STAThread] // Added to support UX
static void Main(string[] args)
{
CrmServiceClient service = null;
try
{
service = SampleHelpers.Connect("Connect");
if (service.IsReady)
{
#region Sample Code
//////////////////////////////////////////////
#region Set up
SetUpSample(service);
#endregion Set up
#region Demonstrate
#region Create goal metric
// Create the metric, setting the Metric Type to 'Count' and enabling
// stretch tracking.
Metric metric = new Metric()
{
Name = "Sample Count Metric",
IsAmount = false,
IsStretchTracked = true
};
_metricId = service.Create(metric);
metric.Id = _metricId;
Console.Write("Created count metric, ");
#endregion
#region Create RollupFields
// Create RollupField which targets completed (received) phone calls.
RollupField actual = new RollupField()
{
SourceEntity = PhoneCall.EntityLogicalName,
GoalAttribute = "actualinteger",
SourceState = 1,
SourceStatus = 4,
EntityForDateAttribute = PhoneCall.EntityLogicalName,
DateAttribute = "actualend",
MetricId = metric.ToEntityReference()
};
_actualId = service.Create(actual);
Console.Write("created completed phone call RollupField, ");
#endregion
#region Create the goal rollup queries
// Note: Formatting the FetchXml onto multiple lines in the following
// rollup queries causes the length property to be greater than 1,000
// chars and will cause an exception.
// The following query locates closed incoming phone calls.
GoalRollupQuery goalRollupQuery = new GoalRollupQuery()
{
Name = "Example Goal Rollup Query",
QueryEntityType = PhoneCall.EntityLogicalName,
FetchXml = @"<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'><entity name='phonecall'><attribute name='subject'/><attribute name='statecode'/><attribute name='prioritycode'/><attribute name='scheduledend'/><attribute name='createdby'/><attribute name='regardingobjectid'/><attribute name='activityid'/><order attribute='subject' descending='false'/><filter type='and'><condition attribute='directioncode' operator='eq' value='0'/><condition attribute='statecode' operator='eq' value='1' /></filter></entity></fetch>"
};
_rollupQueryIds.Add(service.Create(goalRollupQuery));
goalRollupQuery.Id = _rollupQueryIds[0];
// The following query locates closed outgoing phone calls.
GoalRollupQuery goalRollupQuery2 = new GoalRollupQuery()
{
Name = "Example Goal Rollup Query",
QueryEntityType = PhoneCall.EntityLogicalName,
FetchXml = @"<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'><entity name='phonecall'><attribute name='subject'/><attribute name='statecode'/><attribute name='prioritycode'/><attribute name='scheduledend'/><attribute name='createdby'/><attribute name='regardingobjectid'/><attribute name='activityid'/><order attribute='subject' descending='false'/><filter type='and'><condition attribute='directioncode' operator='eq' value='1'/><condition attribute='statecode' operator='eq' value='1' /></filter></entity></fetch>"
};
_rollupQueryIds.Add(service.Create(goalRollupQuery2));
goalRollupQuery2.Id = _rollupQueryIds[1];
Console.Write("created rollup queries for phone calls.\n");
Console.WriteLine();
#endregion
#region Create goals
// Determine current fiscal period and year.
// Note: This sample assumes quarterly fiscal periods.
DateTime date = DateTime.Now;
int quarterNumber = (date.Month - 1) / 3 + 1;
int yearNumber = date.Year;
// Create three goals: one parent goal and two child goals.
Goal parentGoal = new Goal()
{
Title = "Parent Goal Example",
RollupOnlyFromChildGoals = true,
ConsiderOnlyGoalOwnersRecords = true,
TargetInteger = 8,
StretchTargetInteger = 10,
IsFiscalPeriodGoal = true,
FiscalPeriod = new OptionSetValue(quarterNumber),
FiscalYear = new OptionSetValue(yearNumber),
MetricId = metric.ToEntityReference(),
GoalOwnerId = new EntityReference
{
Id = _salesManagerId,
LogicalName = SystemUser.EntityLogicalName
},
OwnerId = new EntityReference
{
Id = _salesManagerId,
LogicalName = SystemUser.EntityLogicalName
}
};
_parentGoalId = service.Create(parentGoal);
parentGoal.Id = _parentGoalId;
Console.WriteLine("Created parent goal");
Console.WriteLine("-------------------");
Console.WriteLine("Target: {0}", parentGoal.TargetInteger.Value);
Console.WriteLine("Stretch Target: {0}",
parentGoal.StretchTargetInteger.Value);
Console.WriteLine("Goal owner: {0}", parentGoal.GoalOwnerId.Id);
Console.WriteLine("Goal Fiscal Period: {0}",
parentGoal.FiscalPeriod.Value);
Console.WriteLine("Goal Fiscal Year: {0}",
parentGoal.FiscalYear.Value);
Console.WriteLine("<End of Listing>");
Console.WriteLine();
Goal firstChildGoal = new Goal()
{
Title = "First Child Goal Example",
ConsiderOnlyGoalOwnersRecords = true,
TargetInteger = 5,
StretchTargetInteger = 6,
IsFiscalPeriodGoal = true,
FiscalPeriod = new OptionSetValue(quarterNumber),
FiscalYear = new OptionSetValue(yearNumber),
MetricId = metric.ToEntityReference(),
ParentGoalId = parentGoal.ToEntityReference(),
GoalOwnerId = new EntityReference
{
Id = _salesRepresentativeIds[0],
LogicalName = SystemUser.EntityLogicalName
},
OwnerId = new EntityReference
{
Id = _salesManagerId,
LogicalName = SystemUser.EntityLogicalName
},
RollupQueryActualIntegerId = goalRollupQuery.ToEntityReference()
};
_firstChildGoalId = service.Create(firstChildGoal);
Console.WriteLine("First child goal");
Console.WriteLine("----------------");
Console.WriteLine("Target: {0}", firstChildGoal.TargetInteger.Value);
Console.WriteLine("Stretch Target: {0}",
firstChildGoal.StretchTargetInteger.Value);
Console.WriteLine("Goal owner: {0}", firstChildGoal.GoalOwnerId.Id);
Console.WriteLine("Goal Fiscal Period: {0}",
firstChildGoal.FiscalPeriod.Value);
Console.WriteLine("Goal Fiscal Year: {0}",
firstChildGoal.FiscalYear.Value);
Console.WriteLine();
Goal secondChildGoal = new Goal()
{
Title = "Second Child Goal Example",
ConsiderOnlyGoalOwnersRecords = true,
TargetInteger = 3,
StretchTargetInteger = 4,
IsFiscalPeriodGoal = true,
FiscalPeriod = new OptionSetValue(quarterNumber),
FiscalYear = new OptionSetValue(yearNumber),
MetricId = metric.ToEntityReference(),
ParentGoalId = parentGoal.ToEntityReference(),
GoalOwnerId = new EntityReference
{
Id = _salesRepresentativeIds[1],
LogicalName = SystemUser.EntityLogicalName
},
OwnerId = new EntityReference
{
Id = _salesManagerId,
LogicalName = SystemUser.EntityLogicalName
},
RollupQueryActualIntegerId = goalRollupQuery2.ToEntityReference()
};
_secondChildGoalId = service.Create(secondChildGoal);
Console.WriteLine("Second child goal");
Console.WriteLine("-----------------");
Console.WriteLine("Target: {0}",
secondChildGoal.TargetInteger.Value);
Console.WriteLine("Stretch Target: {0}",
secondChildGoal.StretchTargetInteger.Value);
Console.WriteLine("Goal owner: {0}", secondChildGoal.GoalOwnerId.Id);
Console.WriteLine("Goal Fiscal Period: {0}",
secondChildGoal.FiscalPeriod.Value);
Console.WriteLine("Goal Fiscal Year: {0}",
secondChildGoal.FiscalYear.Value);
Console.WriteLine();
#endregion
#region Calculate rollup and display result
// Calculate roll-up of goals.
RecalculateRequest recalculateRequest = new RecalculateRequest()
{
Target = new EntityReference(Goal.EntityLogicalName, _parentGoalId)
};
service.Execute(recalculateRequest);
Console.WriteLine("Calculated roll-up of goals.");
// Retrieve and report 3 different computed values for the goals
// - Percentage
// - ComputedTargetAsOfTodayPercentageAchieved
// - ComputedTargetAsOfTodayInteger
QueryExpression retrieveValues = new QueryExpression()
{
EntityName = Goal.EntityLogicalName,
ColumnSet = new ColumnSet(
"title",
"percentage",
"computedtargetasoftodaypercentageachieved",
"computedtargetasoftodayinteger")
};
EntityCollection ec = service.RetrieveMultiple(retrieveValues);
// Compute and display the results
for (int i = 0; i < ec.Entities.Count; i++)
{
Goal temp = (Goal)ec.Entities[i];
Console.WriteLine("Roll-up details for goal: {0}", temp.Title);
Console.WriteLine("---------------");
Console.WriteLine("Percentage: {0}", temp.Percentage);
Console.WriteLine("ComputedTargetAsOfTodayPercentageAchieved: {0}",
temp.ComputedTargetAsOfTodayPercentageAchieved);
Console.WriteLine("ComputedTargetAsOfTodayInteger: {0}",
temp.ComputedTargetAsOfTodayInteger.Value);
Console.WriteLine("<End of Listing>");
}
#endregion
#region Clean up
CleanUpSample(service);
#endregion Clean up
}
#endregion Demonstrate
#endregion Sample Code
else
{
const string UNABLE_TO_LOGIN_ERROR = "Unable to Login to Dynamics CRM";
if (service.LastCrmError.Equals(UNABLE_TO_LOGIN_ERROR))
{
Console.WriteLine("Check the connection string values in cds/App.config.");
throw new Exception(service.LastCrmError);
}
else
{
throw service.LastCrmException;
}
}
}
catch (Exception ex)
{
SampleHelpers.HandleException(ex);
}
finally
{
if (service != null)
{
service.Dispose();
}
Console.WriteLine("Press <Enter> to exit.");
Console.ReadLine();
}
}