private void RegisterWebHook()
{
//create a service endpoint
var webhookUrl = "https://requestbin.fullcontact.com/1ei5sfk1";
// header values -- not needed for request bin but added here to demonstrate the xml structure
XmlDocument xmlDocument = new XmlDocument();
XmlElement xmlElement = xmlDocument.CreateElement("settings");
XmlElement xmlElement1 = xmlDocument.CreateElement("setting");
xmlElement1.SetAttribute("name", "Test-Auth-Header");
xmlElement1.SetAttribute("value", "SECRETKEY");
xmlElement.AppendChild(xmlElement1);
xmlDocument.AppendChild(xmlElement);
var authValue = xmlDocument.InnerXml.ToString();
// replace with desired name for web hook service endpoint
var webhookName = Guid.NewGuid().ToString();
var serviceEndpoint = new JObject();
serviceEndpoint.Add("authvalue", authValue);
serviceEndpoint.Add("authtype", 5);
serviceEndpoint.Add("connectionmode", 1);
serviceEndpoint.Add("contract", 8);
serviceEndpoint.Add("name", webhookName);
serviceEndpoint.Add("url", webhookUrl);
string jsonContent = serviceEndpoint.ToString(); // for debug
StringContent requestContent = new StringContent(serviceEndpoint.ToString(), Encoding.UTF8, "application/json");
var response = httpClient.PostAsync("serviceendpoints", requestContent).Result;
if (!response.IsSuccessStatusCode)
{
Console.WriteLine("The create service endpoint request failed with a status of '{0}'",
response.ReasonPhrase);
}
else if (response.Headers.Contains("OData-EntityId"))
{
var serviceendpointUrl = response.Headers.GetValues("OData-EntityId").FirstOrDefault();
serviceendpointUrl = serviceendpointUrl.Substring(serviceendpointUrl.LastIndexOf('/'));
// Retrieve the plugintype, sdkmessage, and sdkmessagefilter data we will need to create the webhook triggers
JObject webhookPluginType;
webhookPluginType = CrmAPIHelper.RetrieveSingleRecord(httpClient, "plugintypes", new string[] { "plugintypeid" }, "name eq 'Microsoft.Crm.Servicebus.WebHookPlugin'");
JObject updateMessage;
updateMessage = CrmAPIHelper.RetrieveSingleRecord(httpClient, "sdkmessages", new string[] { "sdkmessageid" }, "name eq 'Update'");
JObject updateMessageFilter;
updateMessageFilter = CrmAPIHelper.RetrieveSingleRecord(httpClient,
"sdkmessagefilters",
new string[] { "sdkmessagefilterid" },
$"primaryobjecttypecode eq 'opportunity' and sdkmessageid/sdkmessageid eq { updateMessage["sdkmessageid"] }");
JObject createMessage;
createMessage = CrmAPIHelper.RetrieveSingleRecord(httpClient, "sdkmessages", new string[] { "sdkmessageid" }, "name eq 'Create'");
JObject createMessageFilter;
createMessageFilter = CrmAPIHelper.RetrieveSingleRecord(httpClient,
"sdkmessagefilters",
new string[] { "sdkmessagefilterid" },
$"primaryobjecttypecode eq 'opportunity' and sdkmessageid/sdkmessageid eq { createMessage["sdkmessageid"] }");
// Processing steps that should trigger the webhook
// Trigger on update of opportunity fields name (topic) and budgetamount
var updateStep = new JObject();
updateStep.Add("asyncautodelete", false); // Change to true for production!!
updateStep.Add("filteringattributes", "name,budgetamount");
updateStep.Add("mode", 1);
updateStep.Add("name", $"{webhookName} opportunity update");
updateStep.Add("description", $"{webhookName} opportunity update");
updateStep.Add("rank", 1);
updateStep.Add("stage", 40);
updateStep.Add("supporteddeployment", 0);
updateStep.Add("*****@*****.**", $"/sdkmessagefilters({ updateMessageFilter["sdkmessagefilterid"].ToString() })");
updateStep.Add("*****@*****.**", $"/sdkmessages({ updateMessage["sdkmessageid"].ToString() })");
updateStep.Add("*****@*****.**", serviceendpointUrl);
jsonContent = updateStep.ToString(); // for debug
requestContent = new StringContent(updateStep.ToString(), Encoding.UTF8, "application/json");
response = httpClient.PostAsync("sdkmessageprocessingsteps", requestContent).Result;
if (!response.IsSuccessStatusCode)
{
Console.WriteLine("The update opportunity trigger request failed with a status of '{0}'",
response.ReasonPhrase);
}
var createStep = new JObject();
createStep.Add("asyncautodelete", false); // Change to true for production!!
createStep.Add("mode", 1);
createStep.Add("name", $"{webhookName} opportunity create");
createStep.Add("description", $"{webhookName} opportunity create");
createStep.Add("rank", 1);
createStep.Add("stage", 40);
createStep.Add("supporteddeployment", 0);
createStep.Add("*****@*****.**", $"/sdkmessagefilters({ createMessageFilter["sdkmessagefilterid"].ToString() })");
createStep.Add("*****@*****.**", $"/sdkmessages({ createMessage["sdkmessageid"].ToString() })");
createStep.Add("*****@*****.**", $"/plugintypes({ webhookPluginType["plugintypeid"].ToString() })");
createStep.Add("*****@*****.**", serviceendpointUrl);
jsonContent = createStep.ToString(); // for debug
requestContent = new StringContent(createStep.ToString(), Encoding.UTF8, "application/json");
response = httpClient.PostAsync("sdkmessageprocessingsteps", requestContent).Result;
if (!response.IsSuccessStatusCode)
{
Console.WriteLine("The create opportunity trigger request failed with a status of '{0}'",
response.ReasonPhrase);
}
}
}
private void OpportunityCurrencyExample()
{
StringContent requestContent;
HttpResponseMessage response;
// Issue WhoAmI request to get the organization ID
response = httpClient.GetAsync("WhoAmI", HttpCompletionOption.ResponseContentRead).Result;
var organizationId = JsonConvert.DeserializeObject <JObject>(response.Content.ReadAsStringAsync().Result)["OrganizationId"].ToString();
// Retrieve the base currency ID for the organization
response = httpClient.GetAsync($"organizations({ organizationId })?$expand=basecurrencyid($select=transactioncurrencyid,currencysymbol,exchangerate,isocurrencycode)").Result;
var baseCurrency = (JObject)JsonConvert.DeserializeObject <JObject>(response.Content.ReadAsStringAsync().Result)["basecurrencyid"];
// Retrieve the USD and CAD currencies
response = httpClient.GetAsync("transactioncurrencies?$select=transactioncurrencyid,currencysymbol,isocurrencycode,exchangerate&$filter=isocurrencycode eq 'CAD' or isocurrencycode eq 'USD'").Result;
JObject cad = null;
JObject usd = null;
if (response.StatusCode == HttpStatusCode.OK) //200
{
JObject body = JsonConvert.DeserializeObject <JObject>
(response.Content.ReadAsStringAsync().Result);
if (!body.ContainsKey("value") || body["value"] == null || !body["value"].Any() || body["value"].Count() != 2)
{
throw new Exception("Could not retrieve currencies");
}
else
{
foreach (var currency in body["value"])
{
if (currency["isocurrencycode"].ToString() == "USD")
{
usd = (JObject)currency;
}
else
{
cad = (JObject)currency;
}
}
}
if (usd == null || cad == null)
{
throw new Exception("Could not retrieve currencies");
}
}
else
{
throw new CrmHttpResponseException(response.Content);
}
// Create the potential customer for our opportunity if it does not already exist
var accountName = "Canadian Account";
string accountUrl = "";
var account = CrmAPIHelper.RetrieveSingleRecord(httpClient, "accounts", new string[] { "accountid" }, $"name eq '{ accountName }'");
if (account == null)
{
account = new JObject();
account.Add("accountid", Guid.NewGuid());
account.Add("name", accountName);
account.Add("*****@*****.**", $"/transactioncurrencies({ cad["transactioncurrencyid"].ToString() })");
requestContent = new StringContent(account.ToString(), Encoding.UTF8, "application/json");
response = httpClient.PostAsync("accounts", requestContent).Result;
if (!response.IsSuccessStatusCode)
{
throw new Exception($"The request failed with a status of '{ response.ReasonPhrase }'");
}
else
{
accountUrl = response.Headers.GetValues("OData-EntityId").FirstOrDefault();
accountUrl = accountUrl.Substring(accountUrl.LastIndexOf('/'));
}
}
else
{
accountUrl = $"/accounts({ account["accountid"].ToString() })";
}
// Create an opportunity with an associated competitor
var opportunityName = $"Canadian Opportunity { Guid.NewGuid().ToString() }";
var opportunity = new JObject();
opportunity.Add("name", opportunityName);
opportunity.Add("budgetamount", 1000);
opportunity.Add("*****@*****.**", accountUrl);
opportunity.Add("*****@*****.**", $"/transactioncurrencies({ cad["transactioncurrencyid"].ToString() })");
// Create 3 competitors with the opportunity in a deep insert
JArray competitors = new JArray();
for (int i = 0; i < 3; i++)
{
var competitor = new JObject();
competitor.Add("name", "Competitor " + Guid.NewGuid().ToString());
competitors.Add(competitor);
}
opportunity.Add("opportunitycompetitors_association", competitors);
/* example of the json body for this request:
* {
* "name": "Canadian Opportunity 1b28859f-4c9c-451a-b25a-67bf79bb8908",
* "budgetamount": 1000,
* "*****@*****.**": "/accounts(585d24d8-9d7d-4553-b2b6-e8c225e24f69)",
* "*****@*****.**": "/transactioncurrencies(31aab109-0e05-e911-a95f-000d3a1ccf71)",
* "opportunitycompetitors_association": [
* {
* "name": "Competitor ae862edf-2683-4bb1-b11c-4745052e4801"
* },
* {
* "name": "Competitor 1a82e99d-0294-47a9-8c35-606ecdc85151"
* },
* {
* "name": "Competitor 8699c39e-93ab-4566-9742-890d1ff3827b"
* }
* ]
* }
*/
requestContent = new StringContent(opportunity.ToString(), Encoding.UTF8, "application/json");
response = httpClient.PostAsync("opportunities", requestContent).Result;
if (!response.IsSuccessStatusCode)
{
throw new Exception($"The request failed with a status of '{ response.ReasonPhrase }'");
}
else if (response.Headers.Contains("OData-EntityId"))
{
var opportunityUrl = response.Headers.GetValues("OData-EntityId").FirstOrDefault();
// Retrieve the opportunity, expanding the competitors collection so we can get the identifiers for them.
// Let's also treat this like we are exporting an opportunity from Dynamics and we want to convert the
// currency to USD, so we'll also expand the transaction currency so we can get the up-to-date exchange rate
response = httpClient.GetAsync(opportunityUrl + "?$select=name,budgetamount&$expand=transactioncurrencyid($select=exchangerate,isocurrencycode,currencysymbol),opportunitycompetitors_association($select=name,competitorid)").Result;
opportunity = JsonConvert.DeserializeObject <JObject>(response.Content.ReadAsStringAsync().Result);
Console.WriteLine($"Created opportunity \"{ opportunity["name"] }\" with ID { opportunity["opportunityid"] }");
Console.WriteLine();
competitors = (JArray)opportunity["opportunitycompetitors_association"];
Console.WriteLine("Created competitors:");
foreach (var competitorResult in competitors)
{
var competitor = (JObject)competitorResult;
Console.WriteLine($"Competitor name: \"{ competitor["name"] }\", ID: { competitor["competitorid"] }");
}
Console.WriteLine();
var opportunityCurrency = (JObject)opportunity["transactioncurrencyid"];
Console.WriteLine($"The opportunity has a currency of { opportunityCurrency["isocurrencycode"] } and a budget amount of { opportunityCurrency["currencysymbol"] }{ opportunity["budgetamount"] }");
Console.WriteLine();
// Convert to the base currency
var budgetAmount = Convert.ToDecimal(opportunity["budgetamount"]);
var toBaseExchangeRate = Convert.ToDecimal(opportunityCurrency["exchangerate"]);
var budgetInBaseCurrency = Math.Round(budgetAmount / toBaseExchangeRate, 2);
Console.WriteLine($"Budget amount converted to base currency of { baseCurrency["isocurrencycode"] } is: { baseCurrency["currencysymbol"] }{ budgetInBaseCurrency }");
// Convert to USD
var toUsdExchangeRate = Convert.ToDecimal(usd["exchangerate"]);
var budgetInUsd = budgetInBaseCurrency * toUsdExchangeRate;
Console.WriteLine($"Budget amount converted to USD is: ${ budgetInUsd }");
}
}