public static XrmLeadResult CreateLead(Dictionary <string, string> properties, IDictionary <string, string> settings, IDictionary <string, string> actions, CrmConnection connection = null)
{
XrmLeadResult result = new XrmLeadResult();
bool match = Convert.ToBoolean(settings.GetValueOrDefault <string>("match", bool.FalseString));
Entity lead = new Entity("lead", Guid.NewGuid());
string email = properties.GetValueOrDefault <string>("emailaddress1", "");
string accountId = properties.GetValueOrDefault <string>("accountid", properties.GetValueOrDefault <string>("companyname", ""));
Entity contact = null;
Entity account = null;
if (match && !string.IsNullOrEmpty(email))
{
if (!string.IsNullOrEmpty(accountId))
{
Guid g;
if (Guid.TryParse(accountId, out g))
{
account = XrmCore.Retrieve("account", g);
}
else
{
account = XrmCore.RetrieveByAttribute("account", "name", accountId).Entities.OrderByDescending(x => x.GetAttributeValue <DateTime>("createdon")).FirstOrDefault();
}
}
contact = XrmCore.RetrieveByAttribute("contact", "emailaddress1", email).Entities.OrderByDescending(x => x.GetAttributeValue <DateTime>("createdon")).FirstOrDefault();
if (contact != null)
{
lead["parentcontactid"] = contact.ToEntityReference();
result.ContactId = contact.Id.ToString();
if (accountId == null && contact.Contains("parentcustomerid"))
{
account = XrmCore.Retrieve("account", contact.GetAttributeValue <EntityReference>("parentcustomerid").Id);
}
//if (string.IsNullOrEmpty(accountId))
//{
// accountId = contact.GetAttributeValue<string>("parentcustomerid_name");
//}
}
if (account != null)
{
lead["parentaccountid"] = account.ToEntityReference();
result.AccountId = account.Id.ToString();
}
}
result.CompanyName = properties.GetValueOrDefault <string>("companyname", account != null && account.Contains("name") ? account.GetAttributeValue <string>("name") : "");
result.Email = email;
result.FullName = properties.GetValueOrDefault <string>("fullname", contact != null && contact.Contains("fullname") ? contact.GetAttributeValue <string>("fullname") : "");
// Apply properties
EntityMetadata meta = XrmCore.RetrieveMetadata("lead", EntityFilters.All, connection);
foreach (KeyValuePair <string, string> kv in properties)
{
lead.SetAttributeMetaValue(kv, settings, meta);
}
Guid Id = XrmCore.CreateEntity(lead);
result.LeadId = Id.ToString();
// Apply actions
foreach (KeyValuePair <string, string> kv in actions)
{
lead.ApplyAction(kv);
}
return(result);
}
public static void SetAttributeField(Entity entity, EntityMetadata metadata, AttributeMetadata att, string attributeName, string attributeValue)
{
Guid g;
switch (att.AttributeType.Value)
{
case AttributeTypeCode.Boolean:
entity[attributeName] = Convert.ToBoolean(attributeValue);
break;
case AttributeTypeCode.DateTime:
DateTime dt;
if (DateTime.TryParse(attributeValue, out dt))
{
entity[attributeName] = dt;
}
else
{
throw new InvalidOperationException(string.Format("The {2} attribute '{0}' contains an invalid value of {1}", attributeName, attributeValue, att.AttributeType.Value.ToString()));
}
break;
case AttributeTypeCode.Decimal:
case AttributeTypeCode.Money:
decimal dec;
if (decimal.TryParse(attributeValue, out dec))
{
if (att.AttributeType.Value == AttributeTypeCode.Money)
{
entity[attributeName] = new Money(dec);
}
else
{
entity[attributeName] = dec;
}
}
else
{
throw new InvalidOperationException(string.Format("The {2} attribute '{0}' contains an invalid value of {1}", attributeName, attributeValue, att.AttributeType.Value.ToString()));
}
break;
case AttributeTypeCode.Double:
double dou;
if (double.TryParse(attributeValue, out dou))
{
entity[attributeName] = dou;
}
else
{
throw new InvalidOperationException(string.Format("The {2} attribute '{0}' contains an invalid value of {1}", attributeName, attributeValue, att.AttributeType.Value.ToString()));
}
break;
case AttributeTypeCode.Integer:
int i;
if (int.TryParse(attributeValue, out i))
{
entity[attributeName] = i;
}
else
{
throw new InvalidOperationException(string.Format("The {2} attribute '{0}' contains an invalid value of {1}", attributeName, attributeValue, att.AttributeType.Value.ToString()));
}
break;
case AttributeTypeCode.BigInt:
long l;
if (long.TryParse(attributeValue, out l))
{
entity[attributeName] = l;
}
else
{
throw new InvalidOperationException(string.Format("The {2} attribute '{0}' contains an invalid value of {1}", attributeName, attributeValue, att.AttributeType.Value.ToString()));
}
break;
case AttributeTypeCode.Lookup:
case AttributeTypeCode.Customer:
//Guid g;
//string[] v = attributeValue.Split(',');
//if (Guid.TryParse(v[0], out g))
//{
// entity[attributeName] = new EntityReference(v[1], g));
//}
//else
//{
// throw new InvalidOperationException(string.Format("The {2} attribute '{0}' contains an invalid value of {1}", attributeName, attributeValue, att.AttributeType.Value.ToString()));
//}
OneToManyRelationshipMetadata mto1 = metadata.ManyToOneRelationships.FirstOrDefault(x => x.ReferencedAttribute.Equals(attributeName, StringComparison.OrdinalIgnoreCase));
if (mto1 == null)
{
throw new InvalidOperationException(string.Format("The Many-To-One relationship for the attribute '{0}' does not exist", attributeName));
}
Entity lookup = null;
Guid gLookup;
EntityMetadata mto1Meta = XrmCore.RetrieveMetadata(mto1.ReferencedEntity, EntityFilters.Entity);
if (Guid.TryParse(attributeValue, out gLookup))
{
lookup = XrmCore.Retrieve(mto1.ReferencingEntity, gLookup, new ColumnSet(mto1Meta.PrimaryIdAttribute));
}
else
{
if (!string.IsNullOrEmpty(attributeValue))
{
lookup = XrmCore.RetrieveByAttribute(mto1.ReferencedEntity, mto1Meta.PrimaryNameAttribute, attributeValue, new ColumnSet(mto1Meta.PrimaryIdAttribute)).Entities.FirstOrDefault();
}
}
if (!string.IsNullOrEmpty(attributeValue) && lookup == null && att.AttributeType.Value == AttributeTypeCode.Lookup)
{
lookup = new Entity(mto1Meta.LogicalName, Guid.NewGuid());
lookup[mto1Meta.PrimaryNameAttribute] = attributeValue;
lookup.Id = XrmCore.CreateEntity(lookup);
}
if (lookup != null)
{
entity[attributeName] = lookup.ToEntityReference();
}
break;
case AttributeTypeCode.Memo:
case AttributeTypeCode.String:
{
entity[attributeName] = attributeValue;
}
break;
case AttributeTypeCode.Owner:
if (Guid.TryParse(attributeValue, out g))
{
entity[attributeName] = new EntityReference("systemuser", g);
}
else
{
Entity owner = XrmCore.RetrieveByAttribute("systemuser", "fullname", attributeValue, new ColumnSet("systemuserid")).Entities.FirstOrDefault();
if (owner == null)
{
throw new InvalidOperationException(string.Format("The system user '{0}' does not exist", attributeValue));
}
entity[attributeName] = owner.ToEntityReference();
}
break;
case AttributeTypeCode.Picklist:
case AttributeTypeCode.State:
case AttributeTypeCode.Status:
int iOption;
if (int.TryParse(attributeValue, out iOption))
{
entity[attributeName] = new OptionSetValue(iOption);
}
else
{
OptionMetadata opMeta = null;
if (att.AttributeType.Value == AttributeTypeCode.Picklist)
{
opMeta = (att as PicklistAttributeMetadata).OptionSet.Options.FirstOrDefault(x => x.Label.LocalizedLabels.Any(lab => lab.Label.Equals(attributeValue, StringComparison.OrdinalIgnoreCase)) || x.Label.UserLocalizedLabel.Label.Equals(attributeValue, StringComparison.OrdinalIgnoreCase));
}
else if (att.AttributeType.Value == AttributeTypeCode.State)
{
opMeta = (att as StateAttributeMetadata).OptionSet.Options.FirstOrDefault(x => x.Label.LocalizedLabels.Any(lab => lab.Label.Equals(attributeValue, StringComparison.OrdinalIgnoreCase)) || x.Label.UserLocalizedLabel.Label.Equals(attributeValue, StringComparison.OrdinalIgnoreCase));
}
else if (att.AttributeType.Value == AttributeTypeCode.Status)
{
opMeta = (att as StatusAttributeMetadata).OptionSet.Options.FirstOrDefault(x => x.Label.LocalizedLabels.Any(lab => lab.Label.Equals(attributeValue, StringComparison.OrdinalIgnoreCase)) || x.Label.UserLocalizedLabel.Label.Equals(attributeValue, StringComparison.OrdinalIgnoreCase));
}
if (opMeta == null)
{
throw new InvalidOperationException(string.Format("The {2} attribute '{0}' contains an invalid value of {1}", attributeName, attributeValue, att.AttributeType.Value.ToString()));
}
else
{
entity[attributeName] = opMeta.Value.Value;
}
}
break;
case AttributeTypeCode.Uniqueidentifier:
if (Guid.TryParse(attributeValue, out g))
{
entity[attributeName] = g;
}
else
{
throw new InvalidOperationException(string.Format("The {2} attribute '{0}' contains an invalid value of {1}", attributeName, attributeValue, att.AttributeType.Value.ToString()));
}
break;
case AttributeTypeCode.PartyList:
case AttributeTypeCode.CalendarRules:
case AttributeTypeCode.Virtual:
case AttributeTypeCode.ManagedProperty:
case AttributeTypeCode.EntityName:
throw new NotImplementedException(string.Format("The attribute type {0} is not supported", att.AttributeType.Value.ToString()));
default:
break;
}
}
public static XrmLeadResult CaptureLead(Dictionary <string, string> properties, IDictionary <string, string> settings, IDictionary <string, string> actions, CrmConnection connection = null)
{
XrmLeadResult result = new XrmLeadResult();
bool match = Convert.ToBoolean(settings.GetValueOrDefault <string>("match", bool.FalseString));
Entity lead = new Entity("lead", Guid.NewGuid());
string email = properties.GetValueOrDefault <string>("emailaddress1", "");
result.Email = email;
string accountId = properties.GetValueOrDefault <string>("accountid", properties.GetValueOrDefault <string>("companyname", ""));
Entity contact = null;
Entity account = null;
contact = XrmCore.RetrieveByAttribute("contact", "emailaddress1", email, CacheResults: false).Entities.OrderByDescending(x => x.GetAttributeValue <DateTime>("createdon")).FirstOrDefault();
if (contact != null)
{
result.ContactId = contact.Id.ToString();
result.FullName = contact.GetAttributeValue <string>("fullname");
if (contact.Contains("parentcustomerid"))
{
EntityReference accountReference = contact.GetAttributeValue <EntityReference>("parentcustomerid");
result.AccountId = accountReference.Id.ToString();
result.CompanyName = accountReference.Name;
lead["parentaccountid"] = accountReference;
}
// return matched contact result
return(result);
}
else
{
// No contact match. Match against an existing lead
EntityCollection leadCollection = XrmCore.RetrieveByAttribute("lead", "emailaddress1", email, new Microsoft.Xrm.Sdk.Query.ColumnSet("createdon", "fullname", "parentcontactid", "parentaccountid", "companyname"), CacheResults: false);
if (leadCollection.Entities.Count > 0)
{
lead = leadCollection.Entities.OrderByDescending(x => x.GetAttributeValue <DateTime>("createdon")).First();
result.LeadId = lead.Id.ToString();
if (lead.Contains("fullname"))
{
result.FullName = lead.GetAttributeValue <string>("fullname");
}
EntityReference er = null;
if (lead.Contains("parentaccountid"))
{
er = lead.GetAttributeValue <EntityReference>("parentaccountid");
Entity parentAccount = XrmCore.Retrieve("account", er.Id, new Microsoft.Xrm.Sdk.Query.ColumnSet("statecode"));
if (parentAccount != null && parentAccount.GetAttributeValue <OptionSetValue>("statecode").Value == 0)
{
result.AccountId = er.Id.ToString();
result.CompanyName = er.Name;
}
}
else if (lead.Contains("companyname"))
{
result.CompanyName = lead.GetAttributeValue <string>("companyname");
}
if (lead.Contains("parentcontactid"))
{
er = lead.GetAttributeValue <EntityReference>("parentcontactid");
Entity parentContact = XrmCore.Retrieve("contact", er.Id, new Microsoft.Xrm.Sdk.Query.ColumnSet("statecode"));
if (parentContact != null && parentContact.GetAttributeValue <OptionSetValue>("statecode").Value == 0)
{
result.ContactId = er.Id.ToString();
}
}
// result matched lead result
return(result);
}
}
//
// No contact or lead match. Create a new lead in the system
//
if (!string.IsNullOrEmpty(accountId))
{
Guid g;
if (Guid.TryParse(accountId, out g))
{
account = XrmCore.Retrieve("account", g);
}
else
{
account = XrmCore.RetrieveByAttribute("account", "name", accountId).Entities.OrderByDescending(x => x.GetAttributeValue <DateTime>("createdon")).FirstOrDefault();
}
if (account != null)
{
lead["parentaccountid"] = account.ToEntityReference();
properties.Remove("accountid");
result.AccountId = account.Id.ToString();
result.CompanyName = account.GetAttributeValue <string>("name");
}
}
if (account == null)
{
result.CompanyName = properties.GetValueOrDefault <string>("companyname", "");
}
result.FullName = properties.GetValueOrDefault <string>("fullname", "");
if (string.IsNullOrEmpty(result.FullName))
{
if (properties.ContainsKey("firstname") && properties.ContainsKey("lastname"))
{
result.FullName = string.Concat(properties.GetValueOrDefault <string>("firstname", ""), " ", properties.GetValueOrDefault <string>("lastname", ""));
}
}
// Apply properties
EntityMetadata meta = XrmCore.RetrieveMetadata("lead", EntityFilters.All, connection);
foreach (KeyValuePair <string, string> kv in properties)
{
lead.SetAttributeMetaValue(kv, settings, meta);
}
Guid Id = XrmCore.CreateEntity(lead);
result.LeadId = Id.ToString();
// Apply actions
foreach (KeyValuePair <string, string> kv in actions)
{
lead.ApplyAction(kv);
}
return(result);
}
public static void SetAttributeMetaValue(this Entity entity, KeyValuePair <string, string> kv, IDictionary <string, string> settings, EntityMetadata metadata = null)
{
if (metadata == null)
{
entity[kv.Key] = kv.Value;
return;
}
AttributeMetadata att = metadata.Attributes.FirstOrDefault(x => x.LogicalName.Equals(kv.Key, StringComparison.OrdinalIgnoreCase));
string setting = "";
if (att == null)
{
// check special field rules
setting = settings.GetValueOrDefault <string>(kv.Key + "_propertyalias", "");
if (setting != null)
{
att = metadata.Attributes.FirstOrDefault(x => x.LogicalName.Equals(setting, StringComparison.OrdinalIgnoreCase));
}
if (att == null)
{
throw new InvalidOperationException(string.Format("Unknown attibute for {2}: '{0} with the value of {1}", kv.Key, kv.Value, entity.LogicalName));
}
}
else if (!att.AttributeType.HasValue)
{
entity[kv.Key] = kv.Value;
return;
}
switch (att.AttributeType.Value)
{
case AttributeTypeCode.Boolean:
entity.SetAttributeValue(kv.Key, Convert.ToBoolean(kv.Value));
break;
case AttributeTypeCode.DateTime:
DateTime dt;
if (DateTime.TryParse(kv.Value, out dt))
{
entity.SetAttributeValue(kv.Key, dt);
}
else
{
throw new InvalidOperationException(string.Format("The {2} attribute '{0}' contains an invalid value of {1}", kv.Key, kv.Value, att.AttributeType.Value.ToString()));
}
break;
case AttributeTypeCode.Decimal:
case AttributeTypeCode.Money:
decimal dec;
if (decimal.TryParse(kv.Value, out dec))
{
if (att.AttributeType.Value == AttributeTypeCode.Money)
{
entity.SetAttributeValue(kv.Key, new Money(dec));
}
else
{
entity.SetAttributeValue(kv.Key, dec);
}
}
else
{
throw new InvalidOperationException(string.Format("The {2} attribute '{0}' contains an invalid value of {1}", kv.Key, kv.Value, att.AttributeType.Value.ToString()));
}
break;
case AttributeTypeCode.Double:
double dou;
if (double.TryParse(kv.Value, out dou))
{
entity.SetAttributeValue(kv.Key, dou);
}
else
{
throw new InvalidOperationException(string.Format("The {2} attribute '{0}' contains an invalid value of {1}", kv.Key, kv.Value, att.AttributeType.Value.ToString()));
}
break;
case AttributeTypeCode.Integer:
int i;
if (int.TryParse(kv.Value, out i))
{
entity.SetAttributeValue(kv.Key, i);
}
else
{
throw new InvalidOperationException(string.Format("The {2} attribute '{0}' contains an invalid value of {1}", kv.Key, kv.Value, att.AttributeType.Value.ToString()));
}
break;
case AttributeTypeCode.BigInt:
long l;
if (long.TryParse(kv.Value, out l))
{
entity.SetAttributeValue(kv.Key, l);
}
else
{
throw new InvalidOperationException(string.Format("The {2} attribute '{0}' contains an invalid value of {1}", kv.Key, kv.Value, att.AttributeType.Value.ToString()));
}
break;
case AttributeTypeCode.Lookup:
case AttributeTypeCode.Customer:
OneToManyRelationshipMetadata mto1 = metadata.ManyToOneRelationships.FirstOrDefault(x => x.ReferencedAttribute.Equals(kv.Key, StringComparison.OrdinalIgnoreCase));
if (mto1 == null)
{
throw new InvalidOperationException(string.Format("The Many-To-One relationship for the attribute '{0}' does not exist", kv.Key));
}
Entity lookup = null;
Guid gLookup;
EntityMetadata mto1Meta = XrmCore.RetrieveMetadata(mto1.ReferencedEntity, EntityFilters.Entity);
if (Guid.TryParse(kv.Value, out gLookup))
{
lookup = XrmCore.Retrieve(mto1.ReferencedEntity, gLookup, new ColumnSet(mto1Meta.PrimaryIdAttribute));
}
else
{
if (!string.IsNullOrEmpty(kv.Value))
{
lookup = XrmCore.RetrieveByAttribute(mto1.ReferencedEntity, mto1Meta.PrimaryNameAttribute, kv.Value, new ColumnSet(mto1Meta.PrimaryIdAttribute)).Entities.FirstOrDefault();
}
}
if (!string.IsNullOrEmpty(kv.Value) && lookup == null && att.AttributeType.Value == AttributeTypeCode.Lookup)
{
lookup = new Entity(mto1Meta.LogicalName, Guid.NewGuid());
lookup[mto1Meta.PrimaryNameAttribute] = kv.Value;
lookup.Id = XrmCore.CreateEntity(lookup);
}
if (lookup != null)
{
entity.SetAttributeValue(kv.Key, lookup.ToEntityReference());
}
break;
case AttributeTypeCode.Memo:
case AttributeTypeCode.String:
setting = settings.GetValueOrDefault <string>(kv.Key + "_appendformat", "");
if (!string.IsNullOrEmpty(setting))
{
entity.SetAttributeValue(att.LogicalName, (entity.GetAttributeValue <string>(att.LogicalName) ?? "") + string.Format(setting, kv.Value));
}
else
{
entity.SetAttributeValue(att.LogicalName, kv.Value);
}
break;
case AttributeTypeCode.Owner:
Guid g;
if (Guid.TryParse(kv.Value, out g))
{
entity.SetAttributeValue(kv.Key, new EntityReference("systemuser", g));
}
else
{
Entity owner = XrmCore.RetrieveByAttribute("systemuser", "fullname", kv.Value, new ColumnSet("systemuserid")).Entities.FirstOrDefault();
if (owner == null)
{
throw new InvalidOperationException(string.Format("The system user '{0}' does not exist", kv.Value));
}
entity.SetAttributeValue(kv.Key, owner.ToEntityReference());
}
break;
case AttributeTypeCode.Picklist:
case AttributeTypeCode.State:
case AttributeTypeCode.Status:
int iOption;
if (int.TryParse(kv.Value, out iOption))
{
entity.SetAttributeValue(kv.Key, new OptionSetValue(iOption));
}
else
{
OptionMetadata opMeta = null;
if (att.AttributeType.Value == AttributeTypeCode.Picklist)
{
opMeta = (att as PicklistAttributeMetadata).OptionSet.Options.FirstOrDefault(x => x.Label.LocalizedLabels.Any(lab => lab.Label.Equals(kv.Value, StringComparison.OrdinalIgnoreCase)) || x.Label.UserLocalizedLabel.Label.Equals(kv.Value, StringComparison.OrdinalIgnoreCase));
}
else if (att.AttributeType.Value == AttributeTypeCode.State)
{
opMeta = (att as StateAttributeMetadata).OptionSet.Options.FirstOrDefault(x => x.Label.LocalizedLabels.Any(lab => lab.Label.Equals(kv.Value, StringComparison.OrdinalIgnoreCase)) || x.Label.UserLocalizedLabel.Label.Equals(kv.Value, StringComparison.OrdinalIgnoreCase));
}
else if (att.AttributeType.Value == AttributeTypeCode.Status)
{
opMeta = (att as StatusAttributeMetadata).OptionSet.Options.FirstOrDefault(x => x.Label.LocalizedLabels.Any(lab => lab.Label.Equals(kv.Value, StringComparison.OrdinalIgnoreCase)) || x.Label.UserLocalizedLabel.Label.Equals(kv.Value, StringComparison.OrdinalIgnoreCase));
}
if (opMeta == null)
{
throw new InvalidOperationException(string.Format("The {2} attribute '{0}' contains an invalid value of {1}", kv.Key, kv.Value, att.AttributeType.Value.ToString()));
}
else
{
entity.SetAttributeValue(kv.Key, opMeta.Value.Value);
}
}
break;
case AttributeTypeCode.Uniqueidentifier:
if (Guid.TryParse(kv.Value, out g))
{
entity.SetAttributeValue(kv.Key, g);
}
else
{
throw new InvalidOperationException(string.Format("The {2} attribute '{0}' contains an invalid value of {1}", kv.Key, kv.Value, att.AttributeType.Value.ToString()));
}
break;
case AttributeTypeCode.PartyList:
case AttributeTypeCode.CalendarRules:
case AttributeTypeCode.Virtual:
case AttributeTypeCode.ManagedProperty:
case AttributeTypeCode.EntityName:
throw new NotImplementedException(string.Format("The attribute type {0} is not supported", att.AttributeType.Value.ToString()));
default:
break;
}
}