public void AddProductToCart(Entity product, Entity uom, string priceListName, int quantity)
{
product.AssertEntityName("product");
var items = GetCartItems().Where(i => product.ToEntityReference().Equals(i.GetAttributeValue <EntityReference>("adx_productid")));
// Check if this product is already in the cart
if (items.Any())
{
//update the first item
var item = items.FirstOrDefault() as ShoppingCartItem;
item.Quantity = item.Quantity + (quantity == 0 ? 1 : quantity);
item.UpdateItemPrice(priceListName);
//Other items are bugs; there should be no others
return;
}
//else we create a new shopping cart item
var portal = PortalCrmConfigurationManager.CreatePortalContext();
var website = portal.Website;
var priceListItem = _context.GetPriceListItemByPriceListNameAndUom(product, uom.Id, (!(string.IsNullOrEmpty(priceListName))
? priceListName : _context.GetDefaultPriceListName(website))) ??
_context.GetPriceListItemByPriceListName(product, _context.GetDefaultPriceListName(website));
//var quotedPrice = _context.GetProductPriceByPriceListNameAndUom(product, uom.Id, (!(string.IsNullOrEmpty(priceListName))
// ? priceListName : _context.GetDefaultPriceListName(website))) ??
// _context.GetProductPriceByPriceListName(product, _context.GetDefaultPriceListName(website));
var shoppingCartItem = new Entity("adx_shoppingcartitem");
shoppingCartItem["adx_quantity"] = (decimal)quantity;
shoppingCartItem["adx_name"] = "{0}-{1}-{2}".FormatWith(Entity.GetAttributeValue <string>("adx_name"), product.GetAttributeValue <string>("name"), DateTime.UtcNow);
shoppingCartItem["adx_shoppingcartid"] = Entity.ToEntityReference();
shoppingCartItem["adx_productid"] = product.ToEntityReference();
shoppingCartItem["adx_uomid"] = uom.ToEntityReference();
if (priceListItem != null)
{
shoppingCartItem["adx_productpricelevelid"] = priceListItem.GetAttributeValue <EntityReference>("pricelevelid");
shoppingCartItem["adx_quotedprice"] = priceListItem.GetAttributeValue <Money>("amount");
}
_context.AddObject(shoppingCartItem);
if (!_context.IsAttached(Entity))
{
_context.Attach(Entity);
}
_context.UpdateObject(Entity);
_context.SaveChanges();
}
public void When_updating_an_entity_using_organization_context_changes_should_be_saved()
{
var context = new XrmFakedContext();
context.ProxyTypesAssembly = Assembly.GetAssembly(typeof(Account));
var existingAccount = new Account()
{
Id = Guid.NewGuid(), Name = "Super Great Customer", AccountNumber = "69"
};
context.Initialize(new List <Entity>()
{
existingAccount
});
var service = context.GetFakedOrganizationService();
using (var ctx = new OrganizationServiceContext(service))
{
existingAccount.Name = "Super Great Customer Name Updated!";
ctx.Attach(existingAccount);
ctx.UpdateObject(existingAccount);
ctx.SaveChanges();
}
//Make other account wasn't updated
var account = context.CreateQuery <Account>().Where(e => e.Id == existingAccount.Id).FirstOrDefault();
Assert.Equal(account.Name, "Super Great Customer Name Updated!");
}
public void When_Deleting_Using_Organization_Context_Record_Should_Be_Deleted()
{
var context = new XrmFakedContext();
context.ProxyTypesAssembly = Assembly.GetAssembly(typeof(Account));
var account = new Account()
{
Id = Guid.NewGuid(), Name = "Super Great Customer", AccountNumber = "69"
};
var service = context.GetFakedOrganizationService();
using (var ctx = new OrganizationServiceContext(service))
{
ctx.AddObject(account);
ctx.SaveChanges();
}
Assert.NotNull(service.Retrieve(Account.EntityLogicalName, account.Id, new ColumnSet(true)));
using (var ctx = new OrganizationServiceContext(service))
{
ctx.Attach(account);
ctx.DeleteObject(account);
ctx.SaveChanges();
var retrievedAccount = ctx.CreateQuery <Account>().SingleOrDefault(acc => acc.Id == account.Id);
Assert.Null(retrievedAccount);
}
}
public void UpdateServiceEndpoint(string primaryKey, string namespaceAddress, string sharedAccessKey, string serviceNamespace)
{
Logger.Trace(CultureInfo.InvariantCulture, TraceMessageHelper.EnteredMethod, SystemTypeName, MethodBase.GetCurrentMethod().Name);
if (string.IsNullOrWhiteSpace(primaryKey))
{
throw new ArgumentNullException(nameof(primaryKey));
}
Logger.Info(CultureInfo.InvariantCulture, "Primary key: {0}.", primaryKey);
bool isValidGuid = Guid.TryParse(primaryKey, out Guid key);
if (!isValidGuid)
{
throw new ArgumentException("Primary key argument is invalid.");
}
if (string.IsNullOrWhiteSpace(namespaceAddress))
{
throw new ArgumentNullException(nameof(namespaceAddress));
}
Logger.Info(CultureInfo.InvariantCulture, "Namespace address: {0}.", namespaceAddress);
if (string.IsNullOrWhiteSpace(sharedAccessKey))
{
throw new ArgumentNullException(nameof(sharedAccessKey));
}
if (string.IsNullOrWhiteSpace(serviceNamespace))
{
throw new ArgumentNullException(nameof(serviceNamespace));
}
Logger.Info(CultureInfo.InvariantCulture, "Service namespace: {0}.", serviceNamespace);
ServiceEndpoint serviceEndpoint = CrmService.GetServiceEndpoint(key);
if (serviceEndpoint == null)
{
throw new EntityNotFoundException("Service endpoint not found.");
}
OrganizationServiceContext.ClearChanges();
ServiceEndpoint se = new ServiceEndpoint
{
ServiceEndpointId = serviceEndpoint.Id,
ContentTypeOfTheMessage = ServiceEndpointMessageFormat.Json,
NamespaceAddress = namespaceAddress,
//SASKey = sharedAccessKey, //TO-DO
ServiceNamespace = serviceNamespace
};
OrganizationServiceContext.Attach(se);
OrganizationServiceContext.UpdateObject(se);
CrmService.SaveChanges(OrganizationServiceContext, SaveChangesOptions.None);
Logger.Trace(CultureInfo.InvariantCulture, TraceMessageHelper.ExitingMethod, SystemTypeName, MethodBase.GetCurrentMethod().Name);
}
public Entity BlankExistingEntity(string entityName, Guid id, OrganizationServiceContext context)
{
var existingEntity = new Entity(entityName, id);
context.Attach(existingEntity);
context.UpdateObject(existingEntity);
return(existingEntity);
}
/// <summary>
/// Clones an arbitrary source entity and attaches it to the context.
/// </summary>
/// <param name="context"></param>
/// <param name="entity"></param>
/// <param name="includeRelatedEntities"></param>
public static T AttachClone <T>(this OrganizationServiceContext context, T entity, bool includeRelatedEntities = false)
where T : Entity
{
entity.ThrowOnNull("entity");
var clone = entity.Clone(includeRelatedEntities);
context.Attach(clone);
return(clone as T);
}
public void UpdateSolutionVersion(string solutionName, string timeZone, string version)
{
Logger.Trace(CultureInfo.InvariantCulture, TraceMessageHelper.EnteredMethod, SystemTypeName, MethodBase.GetCurrentMethod().Name);
if (string.IsNullOrWhiteSpace(solutionName))
{
throw new ArgumentNullException(nameof(solutionName));
}
Logger.Info(CultureInfo.InvariantCulture, "Solution name: {0}.", solutionName);
if (string.IsNullOrWhiteSpace(timeZone))
{
throw new ArgumentNullException(nameof(timeZone));
}
Logger.Info(CultureInfo.InvariantCulture, "Time zone: {0}.", timeZone);
if (solutionName.ToUpperInvariant().Equals("DEFAULT"))
{
Logger.Warn(CultureInfo.InvariantCulture, "Version update of the default solution is not allowed.");
Logger.Trace(CultureInfo.InvariantCulture, TraceMessageHelper.EnteredMethod, SystemTypeName, MethodBase.GetCurrentMethod().Name);
return;
}
IList <Solution> solutions = CrmService.GetSolutions(solutionName);
OrganizationServiceContext.ClearChanges();
foreach (Solution solution in solutions)
{
Logger.Info(CultureInfo.InvariantCulture, "Processing solution '{0} {1}'.", solution.DisplayName, solution.Version);
if (solution.PackageType.GetValueOrDefault())
{
throw new PlatformException("Version update of managed solutions is not allowed.");
}
Solution updatedSolution = new Solution
{
SolutionId = solution.Id,
Version = string.IsNullOrWhiteSpace(version) ? CalculateVersion(timeZone) : version
};
OrganizationServiceContext.Attach(updatedSolution);
OrganizationServiceContext.UpdateObject(updatedSolution);
Logger.Info(CultureInfo.InvariantCulture, "Solution {0} version set to {1}.", solution.DisplayName, updatedSolution.Version);
}
if (OrganizationServiceContext.GetAttachedEntities().OfType <Solution>().Any())
{
CrmService.SaveChanges(OrganizationServiceContext, SaveChangesOptions.None);
}
Logger.Trace(CultureInfo.InvariantCulture, TraceMessageHelper.ExitingMethod, SystemTypeName, MethodBase.GetCurrentMethod().Name);
}
private void Update()
{
var user = GetUserEntity(UserId, _context);
user.SetAttributeValue(AttributeMapApproved, Approved);
user.SetAttributeValue(AttributeMapLastLogin, LastLogin.ToUniversalTime());
_context.Attach(user);
_context.UpdateObject(user);
_context.SaveChanges();
_context.Detach(user);
}
/// <summary>
/// Updates an existing entity, attaching to the context if required
/// </summary>
/// <param name="entity"></param>
public void Update(Entity entity)
{
using (var ctx = new OrganizationServiceContext(Svc))
{
if (!ctx.IsAttached(entity))
{
ctx.Attach(entity);
}
ctx.UpdateObject(entity);
ctx.SaveChanges();
}
}
private void UpdateRating(int rating, int maxRating, int minRating, OrganizationServiceContext serviceContext, Entity existingRating)
{
existingRating.Attributes[FeedbackMetadataAttributes.RatingValueAttributeName] = rating;
existingRating.Attributes[FeedbackMetadataAttributes.MaxRatingAttributeName] = maxRating;
existingRating.Attributes[FeedbackMetadataAttributes.MinRatingAttributeName] = minRating;
if (!serviceContext.IsAttached(existingRating))
{
serviceContext.Attach(existingRating);
}
serviceContext.UpdateObject(existingRating);
serviceContext.SaveChanges();
}
public void Execute(IServiceProvider serviceProvider)
{
try
{
var context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
var serviceFactory =
(IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
var service = serviceFactory.CreateOrganizationService(context.UserId);
if (context.MessageName.ToLower() != "create")
{
return;
}
using (var orgContext = new OrganizationServiceContext(service))
{
var supp = (Entity)context.InputParameters["Target"];
if (supp.GetAttributeValue <EntityReference>("new_contractorder") == null ||
supp.GetAttributeValue <EntityReference>("new_contractorder").Id == null)
{
return;
}
var count = service.Retrieve("salesorder", supp.GetAttributeValue <EntityReference>("new_contractorder").Id, new Microsoft.Xrm.Sdk.Query.ColumnSet(new[] { "new_agreemnumber" }));
if (count != null)
{
var number = count.GetAttributeValue <string>("new_agreemnumber") ?? "1";
supp["new_name"] = number;
orgContext.ClearChanges();
orgContext.Attach(supp);
orgContext.UpdateObject(supp);
Entity upOrder = new Entity();
upOrder.Id = supp.GetAttributeValue <EntityReference>("new_contractorder").Id;
upOrder.LogicalName = supp.GetAttributeValue <EntityReference>("new_contractorder").LogicalName;
upOrder.Attributes.Add("new_agreemnumber", (Convert.ToInt32(number) + 1).ToString());
service.Update(upOrder);
orgContext.SaveChanges();
}
}
}
catch (Exception ex)
{
throw new InvalidPluginExecutionException(ex.Message);
}
}
/// <summary>
/// Resets the EntityState of an entity before attaching it to the context.
/// </summary>
/// <param name="context"></param>
/// <param name="entity"></param>
public static void ReAttach(this OrganizationServiceContext context, Entity entity)
{
entity.ThrowOnNull("entity");
if (context.IsAttached(entity))
{
return;
}
if (entity.EntityState != null && entity.EntityState != EntityState.Unchanged)
{
entity.EntityState = null;
}
context.Attach(entity);
}
public void Execute(IServiceProvider serviceProvider)
{
try
{
var context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
var serviceFactory =
(IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
var service = serviceFactory.CreateOrganizationService(context.UserId);
if (context.MessageName.ToLower() != "create")
return;
using (var orgContext = new OrganizationServiceContext(service))
{
var supp = (Entity)context.InputParameters["Target"];
if (supp.GetAttributeValue<EntityReference>("new_contractorder") == null ||
supp.GetAttributeValue<EntityReference>("new_contractorder").Id == null)
return;
var count = service.Retrieve("salesorder", supp.GetAttributeValue<EntityReference>("new_contractorder").Id, new Microsoft.Xrm.Sdk.Query.ColumnSet(new[] { "new_agreemnumber" }));
if (count != null)
{
var number = count.GetAttributeValue<string>("new_agreemnumber") ?? "1";
supp["new_name"] = number;
orgContext.ClearChanges();
orgContext.Attach(supp);
orgContext.UpdateObject(supp);
Entity upOrder = new Entity();
upOrder.Id = supp.GetAttributeValue<EntityReference>("new_contractorder").Id;
upOrder.LogicalName = supp.GetAttributeValue<EntityReference>("new_contractorder").LogicalName;
upOrder.Attributes.Add("new_agreemnumber", (Convert.ToInt32(number) + 1).ToString());
service.Update(upOrder);
orgContext.SaveChanges();
}
}
}
catch (Exception ex)
{
throw new InvalidPluginExecutionException(ex.Message);
}
}
public void When_updating_a_not_existing_entity_using_organization_context_exception_should_be_thrown()
{
var context = new XrmFakedContext();
context.ProxyTypesAssembly = Assembly.GetAssembly(typeof(Account));
var existingAccount = new Account()
{
Id = Guid.NewGuid(), Name = "Super Great Customer", AccountNumber = "69"
};
var service = context.GetFakedOrganizationService();
using (var ctx = new OrganizationServiceContext(service))
{
existingAccount.Name = "Super Great Customer Name Updated!";
ctx.Attach(existingAccount);
ctx.UpdateObject(existingAccount);
Assert.Throws <SaveChangesException>(() => ctx.SaveChanges());
}
}
private void UpdateOrganizationSettings(string replaceString, string blockedAttachments)
{
Logger.Trace(CultureInfo.InvariantCulture, TraceMessageHelper.EnteredMethod, SystemTypeName, MethodBase.GetCurrentMethod().Name);
if (string.IsNullOrWhiteSpace(blockedAttachments))
{
throw new ArgumentNullException(nameof(blockedAttachments));
}
Logger.Info(CultureInfo.InvariantCulture, "Updating blocked attachments.");
Organization organizationSettings = CrmService.GetOrganizationSettings();
if (organizationSettings == null)
{
throw new EntityNotFoundException("No organization record can be found in the system.");
}
OrganizationServiceContext.ClearChanges();
Organization updatedOrganizationSettings = new Organization
{
Id = organizationSettings.Id,
BlockAttachments = blockedAttachments.Replace(replaceString, string.Empty),
};
OrganizationServiceContext.Attach(updatedOrganizationSettings);
OrganizationServiceContext.UpdateObject(updatedOrganizationSettings);
CrmService.SaveChanges(OrganizationServiceContext, SaveChangesOptions.None);
Thread.Sleep(60000);
Logger.Info(CultureInfo.InvariantCulture, "Blocked attachments updated to: {0}.", updatedOrganizationSettings.BlockAttachments);
Logger.Trace(CultureInfo.InvariantCulture, TraceMessageHelper.ExitingMethod, SystemTypeName, MethodBase.GetCurrentMethod().Name);
}
private static T CreateDocumentLocation <T>(this OrganizationServiceContext context, string name, string relativeUrl, Entity parentLocation, string parentRelationship, EntityReference regarding = null) where T : Entity, new()
{
var location = new T {
LogicalName = _sharepointdocumentlocation
};
location.SetAttributeValue("name", name);
location.SetAttributeValue("relativeurl", relativeUrl);
if (regarding != null)
{
location.SetAttributeValue("regardingobjectid", regarding);
}
if (!context.IsAttached(parentLocation))
{
context.Attach(parentLocation);
}
context.AddRelatedObject(parentLocation, parentRelationship, location, EntityRole.Referenced);
return(location);
}
public void UpdateOrganizationSettings(Organization organization)
{
Logger.Trace(CultureInfo.InvariantCulture, TraceMessageHelper.EnteredMethod, SystemTypeName, MethodBase.GetCurrentMethod().Name);
if (organization == null)
{
throw new ArgumentNullException(nameof(organization));
}
Organization organizationSettings = CrmService.GetOrganizationSettings();
if (organizationSettings == null)
{
throw new EntityNotFoundException("No organization record can be found in the system.");
}
OrganizationServiceContext.ClearChanges();
//TO-DO: this is in experimental mode
Organization updatedOrganizationSettings = new Organization
{
Id = organizationSettings.Id,
//BlockAttachments = organization.BlockAttachments,
OrganizationName = organization.OrganizationName
};
OrganizationServiceContext.Attach(updatedOrganizationSettings);
OrganizationServiceContext.UpdateObject(updatedOrganizationSettings);
CrmService.SaveChanges(OrganizationServiceContext, SaveChangesOptions.None);
//Logger.Info(CultureInfo.InvariantCulture, "Blocked attachments updated to: {0}.", updatedOrganizationSettings.BlockAttachments);
Logger.Trace(CultureInfo.InvariantCulture, TraceMessageHelper.ExitingMethod, SystemTypeName, MethodBase.GetCurrentMethod().Name);
}
private void Select(int offset, int limit, int itemLimit, ICollection <Entity> items)
{
_fetchXml.Root.SetAttributeValue("page", (offset / limit) + 1);
_fetchXml.Root.SetAttributeValue("count", limit);
var response = (RetrieveMultipleResponse)_serviceContext.Execute(new RetrieveMultipleRequest
{
Query = new FetchExpression(_fetchXml.ToString())
});
var selected = response.EntityCollection.Entities.ToArray();
foreach (var entity in selected)
{
_serviceContext.Attach(entity);
}
foreach (var item in selected.Where(item => _filter(item)))
{
items.Add(item);
if (items.Count >= itemLimit)
{
return;
}
}
// If there are fewer items than what were asked for, there must be no further items
// to select, and so we should quit after processing the items we did get.
if (selected.Length < limit)
{
return;
}
// We still don't have enough items, so select the next page.
Select(offset + limit, limit, itemLimit, items);
}
public EntityReferenceCollection CreateAContact(Guid _accountId, Entity account)
{
Contact contact = new Contact()
{
FirstName = fName,
LastName = lName,
Address1_Line1 = "23 Market St.",
Address1_City = "Sammamish",
Address1_StateOrProvince = "MT",
Address1_PostalCode = "99999",
Telephone1 = "12345678",
EMailAddress1 = fName + "." + lName + "@" + accountName + ".com",
Id = Guid.NewGuid()
};
_contactId = contact.Id;
_orgContext.AddObject(contact);
Console.WriteLine("Service created with First Name {0} and Last Name {1}", contact.FirstName, contact.LastName);
//Create a collection of the entity id(s) that will be associated to the contact.
EntityReferenceCollection relatedEntities = new EntityReferenceCollection();
relatedEntities.Add(new EntityReference("account", _accountId));
_orgContext.Attach(account);
//_orgContext.Attach(contact);
_orgContext.AddLink(
account,
new Relationship("contact_customer_accounts"),
contact);
//SaveChangesHelper(contact, account);
Console.WriteLine("and adding contact to account's contact list.");
return(relatedEntities);
}
public void Update(T entity)
{
// service.Detach(entity);
try
{
if (!service.IsAttached(entity))
{
service.Attach(entity);
}
service.UpdateObject(entity);
service.SaveChanges(SaveChangesOptions.None);
}
catch (Exception)
{
// if entity was attached to service, but error occured while creating this entity, we must deattach entity from service to be able to create entities with this service
if (service.IsAttached(entity))
{
service.Detach(entity);
}
throw;
}
}
public void When_updating_an_entity_using_organization_context_changes_should_be_saved()
{
var context = new XrmFakedContext();
context.ProxyTypesAssembly = Assembly.GetAssembly(typeof(Account));
var existingAccount = new Account() { Id = Guid.NewGuid(), Name = "Super Great Customer", AccountNumber = "69" };
context.Initialize(new List<Entity>()
{
existingAccount
});
var service = context.GetFakedOrganizationService();
using (var ctx = new OrganizationServiceContext(service))
{
existingAccount.Name = "Super Great Customer Name Updated!";
ctx.Attach(existingAccount);
ctx.UpdateObject(existingAccount);
ctx.SaveChanges();
}
//Make other account wasn't updated
var account = context.CreateQuery<Account>().Where(e => e.Id == existingAccount.Id).FirstOrDefault();
Assert.Equal(account.Name, "Super Great Customer Name Updated!");
}
/// <summary>
/// This method first connects to the Organization service and creates the
/// OrganizationServiceContext. Then, several entity creation and relationship
/// operations are performed.
/// </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
{
//<snippetBasicContextExamples1>
// 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();
_service = (IOrganizationService)_serviceProxy;
CreateRequiredRecords();
// The OrganizationServiceContext is an object that wraps the service
// proxy and allows creating/updating multiple records simultaneously.
_orgContext = new OrganizationServiceContext(_service);
// Create a new contact called Mary Kay Andersen.
var contact = new Contact()
{
FirstName = "Mary Kay",
LastName = "Andersen",
Address1_Line1 = "23 Market St.",
Address1_City = "Sammamish",
Address1_StateOrProvince = "MT",
Address1_PostalCode = "99999",
Telephone1 = "12345678",
EMailAddress1 = "*****@*****.**",
Id = Guid.NewGuid()
};
_contactId = contact.Id;
_orgContext.AddObject(contact);
Console.Write("Instantiating contact, ");
// Create an account called Contoso.
var account = new Account()
{
Name = "Contoso",
Address1_City = "Redmond",
// set the account category to 'Preferred Customer'
AccountCategoryCode = new OptionSetValue(1),
LastUsedInCampaign = DateTime.Now,
MarketCap = new Money(120000),
DoNotEMail = true,
Description = "Contoso is a fictional company!",
Id = Guid.NewGuid(),
};
_accountId = account.Id;
Console.Write("instantiating account, ");
// Set Mary Kay Andersen as the primary contact
_orgContext.AddRelatedObject(
contact,
new Relationship("account_primary_contact"),
account);
SaveChangesHelper(contact, account);
Console.WriteLine("and creating both records in CRM.");
// Remove the primary contact value from Mary Kay Andersen
_orgContext.Attach(contact);
_orgContext.DeleteLink(
contact,
new Relationship("account_primary_contact"),
account);
SaveChangesHelper(contact, account);
Console.Write("Removing primary contact status, ");
// Add Mary Kay Andersen to the contact list for the account Contoso.
_orgContext.Attach(account);
_orgContext.Attach(contact);
_orgContext.AddLink(
account,
new Relationship("contact_customer_accounts"),
contact);
SaveChangesHelper(contact, account);
Console.WriteLine("and adding contact to account's contact list.");
// Add a note with a document attachment to the contact's record.
var attachment = File.OpenRead("sample.txt");
var data = new byte[attachment.Length];
attachment.Read(data, 0, (int)attachment.Length);
var note = new Annotation()
{
Subject = "Note subject...",
NoteText = "Note Details....",
DocumentBody = Convert.ToBase64String(data),
FileName = Path.GetFileName(attachment.Name),
MimeType = "text/plain",
Id = Guid.NewGuid(),
// Associate the note to the contact.
ObjectId = contact.ToEntityReference(),
ObjectTypeCode = Contact.EntityLogicalName
};
_annotationId = note.Id;
Console.Write("Instantiating a note, ");
_orgContext.AddObject(note);
_orgContext.Attach(contact);
// Set the contact as the Regarding attribute of the note.
_orgContext.AddLink(
contact,
new Relationship("Contact_Annotation"),
note);
SaveChangesHelper(note, contact);
Console.WriteLine("creating the note in CRM and linking to contact.");
// Change the owning user of the contact Mary Kay Andersen
// Find a user with an email address of "*****@*****.**"
var newOwner = (from u in _orgContext.CreateQuery<SystemUser>()
where u.InternalEMailAddress == "*****@*****.**"
select u).Single();
AssignRequest assignRequest = new AssignRequest()
{
Target = contact.ToEntityReference(),
Assignee = newOwner.ToEntityReference()
};
_orgContext.Execute(assignRequest);
Console.WriteLine("Changing ownership of contact record.");
// Create a new price list called Retail Price List.
var priceList = new PriceLevel()
{
Name = "Retail Price List",
BeginDate = DateTime.Now,
EndDate = DateTime.Now,
Description = "Contoso's primary pricelist.",
Id = Guid.NewGuid()
};
_priceLevelId = priceList.Id;
_orgContext.AddObject(priceList);
Console.Write("Instantiating price list ");
// Create a new product called Widget A.
var newProduct = new Product()
{
Name = "Widget A",
Description = "Industrial widget for hi-tech industries",
ProductStructure = new OptionSetValue(1), // 1 = Product
QuantityOnHand = 2,
ProductNumber = "WIDG-A",
Price = new Money(decimal.Parse("12.50")),
QuantityDecimal = 2, // Sets the Decimals Supported value
Id = Guid.NewGuid(),
DefaultUoMScheduleId = new EntityReference(
UoMSchedule.EntityLogicalName,
_orgContext.CreateQuery<UoMSchedule>().First().Id),
DefaultUoMId = new EntityReference(
UoM.EntityLogicalName,
_orgContext.CreateQuery<UoM>().First().Id)
};
_productId = newProduct.Id;
_orgContext.AddObject(newProduct);
Console.WriteLine("and product.");
SaveChangesHelper(priceList, newProduct);
// Add Widget A to the Retail Price List.
var priceLevelProduct = new ProductPriceLevel()
{
ProductId = newProduct.ToEntityReference(),
UoMId = newProduct.DefaultUoMId,
Amount = new Money(decimal.Parse("12.50")),
PriceLevelId = priceList.ToEntityReference(),
Id = Guid.NewGuid()
};
_productPriceLevelId = priceLevelProduct.Id;
_orgContext.AddObject(priceLevelProduct);
Console.Write("Associating product to price list, ");
// Publish the product
SetStateRequest publishRequest = new SetStateRequest
{
EntityMoniker = newProduct.ToEntityReference(),
State = new OptionSetValue((int)ProductState.Active),
Status = new OptionSetValue(1)
};
_serviceProxy.Execute(publishRequest);
Console.WriteLine("and publishing the product.");
// Create a new quote for Contoso.
var newQuote = new Quote()
{
Name = "Quotation for Contoso",
// Sets the pricelist to the one we've just created
PriceLevelId = priceList.ToEntityReference(),
Id = Guid.NewGuid(),
CustomerId = account.ToEntityReference()
};
_quoteId = newQuote.Id;
_orgContext.AddObject(newQuote);
_orgContext.Attach(account);
_orgContext.AddLink(
newQuote,
new Relationship("quote_customer_accounts"),
account);
Console.Write("Instantiating a quote, ");
// Add a quote product to this quote.
var quoteProduct = new QuoteDetail()
{
ProductId = newProduct.ToEntityReference(),
Quantity = 1,
QuoteId = newQuote.ToEntityReference(),
UoMId = newProduct.DefaultUoMId,
Id = Guid.NewGuid()
};
_quoteDetailId = quoteProduct.Id;
_orgContext.AddObject(quoteProduct);
Console.WriteLine("and adding product to quote.");
// Create a sales opportunity with Contoso.
var oppty = new Opportunity()
{
Name = "Interested in Widget A",
EstimatedCloseDate = DateTime.Now.AddDays(30.0),
EstimatedValue = new Money(decimal.Parse("300000.00")),
CloseProbability = 25, // 25% probability of closing this deal
IsRevenueSystemCalculated = false, // user-calculated revenue
OpportunityRatingCode = new OptionSetValue(2), // warm
CustomerId = account.ToEntityReference(),
Id = Guid.NewGuid()
};
_opportunityId = oppty.Id;
_orgContext.AddObject(oppty);
Console.Write("Instantiating opportunity, ");
//_orgContext.AddLink(
// oppty,
// new Relationship("opportunity_customer_accounts"),
// account);
SaveChangesHelper(priceList, newQuote, newProduct, priceLevelProduct,
quoteProduct, oppty, account);
Console.WriteLine("and creating all records in CRM.");
// Associate quote to contact, which adds the Contact record in the
// "Other Contacts" section of a Quote record.
_orgContext.Attach(contact);
_orgContext.Attach(newQuote);
_orgContext.AddLink(
contact,
new Relationship("contactquotes_association"),
newQuote);
SaveChangesHelper(contact, newQuote);
Console.WriteLine("Associating contact and quote.");
// Create a case for Mary Kay Andersen.
var serviceRequest = new Incident()
{
Title = "Problem with Widget B",
PriorityCode = new OptionSetValue(1), // 1 = High
CaseOriginCode = new OptionSetValue(1), // 1 = Phone
CaseTypeCode = new OptionSetValue(2), // 2 = Problem
SubjectId =
new EntityReference(
Subject.EntityLogicalName,
_orgContext.CreateQuery<Subject>()
.First().Id), // use the default subject
Description = "Customer can't switch the product on.",
FollowupBy = DateTime.Now.AddHours(3.0), // follow-up in 3 hours
CustomerId = contact.ToEntityReference(),
Id = Guid.NewGuid()
};
_incidentId = serviceRequest.Id;
_orgContext.AddObject(serviceRequest);
_orgContext.Attach(contact);
_orgContext.AddLink(
serviceRequest,
new Relationship("incident_customer_contacts"),
contact);
SaveChangesHelper(serviceRequest, contact);
Console.WriteLine("Creating service case for contact.");
// Deactivate the Mary Kay Andersen contact record.
SetStateRequest setInactiveRequest = new SetStateRequest
{
EntityMoniker = contact.ToEntityReference(),
State = new OptionSetValue((int)ContactState.Inactive),
Status = new OptionSetValue(2)
};
_orgContext.Execute(setInactiveRequest);
Console.WriteLine("Deactivating the contact record.");
DeleteRequiredRecords(promptforDelete);
}
//</snippetBasicContextExamples1>
}
// 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;
}
}
private void UpdateReceiptAmountForThisTransaction(Guid receiptRecordID, LocalPluginContext localContext, IOrganizationService service, IPluginExecutionContext context)
{
localContext.TracingService.Trace("Entering UpdateReceiptAmountForThisTransaction()");
OrganizationServiceContext organizationServiceContext = new OrganizationServiceContext(service);
ColumnSet columnSet = new ColumnSet("msnfp_receiptid", "createdon", "msnfp_customerid", "msnfp_expectedtaxcredit", "msnfp_generatedorprinted", "msnfp_lastdonationdate", "msnfp_amount_nonreceiptable", "msnfp_transactioncount", "msnfp_preferredlanguagecode", "msnfp_receiptnumber", "msnfp_receiptgeneration", "msnfp_receiptissuedate", "msnfp_receiptstackid", "msnfp_receiptstatus", "msnfp_amount_receipted", "msnfp_paymentscheduleid", "msnfp_replacesreceiptid", "msnfp_identifier", "msnfp_amount");
Entity entity = service.Retrieve("msnfp_receipt", receiptRecordID, columnSet);
localContext.TracingService.Trace("Old msnfp_amount_receipted: " + ((Money)entity["msnfp_amount_receipted"]).Value);
entity["msnfp_amount_receipted"] = new Money(0m);
localContext.TracingService.Trace("Old msnfp_amount_nonreceiptable: " + ((Money)entity["msnfp_amount_nonreceiptable"]).Value);
entity["msnfp_amount_nonreceiptable"] = new Money(0m);
localContext.TracingService.Trace("Old msnfp_amount: " + ((Money)entity["msnfp_amount"]).Value);
entity["msnfp_amount"] = new Money(0m);
entity["msnfp_transactioncount"] = 0;
List <Entity> list = (from t in organizationServiceContext.CreateQuery("msnfp_transaction")
where ((EntityReference)t["msnfp_taxreceiptid"]).Id == receiptRecordID
select t).ToList();
foreach (Entity item in list)
{
decimal num = default(decimal);
decimal num2 = default(decimal);
decimal num3 = default(decimal);
decimal num4 = default(decimal);
localContext.TracingService.Trace("------------------");
localContext.TracingService.Trace("Processing Transaction ID: " + ((Guid)item["msnfp_transactionid"]).ToString());
num = (item.Contains("msnfp_amount") ? ((Money)item["msnfp_amount"]).Value : 0m);
num2 = (item.Contains("msnfp_amount_receipted") ? ((Money)item["msnfp_amount_receipted"]).Value : 0m);
num3 = (item.Contains("msnfp_amount_membership") ? ((Money)item["msnfp_amount_membership"]).Value : 0m);
num4 = (item.Contains("msnfp_amount_nonreceiptable") ? ((Money)item["msnfp_amount_nonreceiptable"]).Value : 0m);
localContext.TracingService.Trace("Got membership amount and non-receiptable amount.");
localContext.TracingService.Trace("Amount Receipted " + num2 + " Membership Amount: " + num3 + " Non-receiptable : " + num4);
localContext.TracingService.Trace("Old msnfp_amount_receipted: " + ((Money)entity["msnfp_amount_receipted"]).Value);
entity["msnfp_amount_receipted"] = new Money(((Money)entity["msnfp_amount_receipted"]).Value + new Money(num2).Value);
localContext.TracingService.Trace("New msnfp_amount_receipted: " + ((Money)entity["msnfp_amount_receipted"]).Value);
localContext.TracingService.Trace("Old msnfp_amount_nonreceiptable: " + ((Money)entity["msnfp_amount_nonreceiptable"]).Value);
entity["msnfp_amount_nonreceiptable"] = new Money(((Money)entity["msnfp_amount_nonreceiptable"]).Value + new Money(num3 + num4).Value);
localContext.TracingService.Trace("New msnfp_amount_nonreceiptable: " + ((Money)entity["msnfp_amount_nonreceiptable"]).Value);
localContext.TracingService.Trace("Old msnfp_amount: " + ((Money)entity["msnfp_amount"]).Value);
entity["msnfp_amount"] = new Money(((Money)entity["msnfp_amount"]).Value + new Money(num).Value);
localContext.TracingService.Trace("New msnfp_amount: " + ((Money)entity["msnfp_amount"]).Value);
entity["msnfp_generatedorprinted"] = Convert.ToDouble(1);
entity["msnfp_receiptgeneration"] = new OptionSetValue(844060000);
entity["msnfp_receiptissuedate"] = DateTime.Now;
localContext.TracingService.Trace("Getting transaction count.");
localContext.TracingService.Trace("Old msnfp_transactioncount: " + (int)entity["msnfp_transactioncount"]);
entity["msnfp_transactioncount"] = (int)entity["msnfp_transactioncount"] + 1;
localContext.TracingService.Trace("New msnfp_transactioncount: " + (int)entity["msnfp_transactioncount"]);
if (item.Contains("transactioncurrencyid"))
{
entity["transactioncurrencyid"] = new EntityReference("transactioncurrency", ((EntityReference)item["transactioncurrencyid"]).Id);
}
if (item.Contains("msnfp_customerid"))
{
string logicalName = ((EntityReference)item["msnfp_customerid"]).LogicalName;
Guid id = ((EntityReference)item["msnfp_customerid"]).Id;
entity["msnfp_customerid"] = new EntityReference(logicalName, id);
}
string logicalName2 = ((EntityReference)item["ownerid"]).LogicalName;
Guid id2 = ((EntityReference)item["ownerid"]).Id;
entity["ownerid"] = new EntityReference(logicalName2, id2);
entity["statuscode"] = new OptionSetValue(1);
if (item.Contains("msnfp_taxreceiptid"))
{
localContext.TracingService.Trace("Replace old receipt with this one.");
if (item.Contains("msnfp_previousreceiptid"))
{
localContext.TracingService.Trace("Old Previous Receipt ID: " + ((EntityReference)item["msnfp_previousreceiptid"]).Id.ToString());
}
item["msnfp_previousreceiptid"] = new EntityReference("msnfp_receipt", ((EntityReference)item["msnfp_taxreceiptid"]).Id);
localContext.TracingService.Trace("Updated Previous Receipt ID: " + ((EntityReference)item["msnfp_previousreceiptid"]).Id.ToString());
localContext.TracingService.Trace("Saving Transaction.");
if (!organizationServiceContext.IsAttached(item))
{
organizationServiceContext.Attach(item);
}
organizationServiceContext.UpdateObject(item);
organizationServiceContext.SaveChanges();
localContext.TracingService.Trace("Transaction Updated.");
}
localContext.TracingService.Trace("------------------");
}
localContext.TracingService.Trace("Saving Receipt.");
service.Update(entity);
localContext.TracingService.Trace("Receipt updated.");
localContext.TracingService.Trace("Exiting UpdateReceiptAmountForThisTransaction()");
}
private void CreateQuotePayPal(Dictionary <string, string> values, IPortalContext xrm)
{
_context = xrm.ServiceContext;
if (!values.ContainsKey("invoice"))
{
throw new Exception("no invoice found");
}
var shoppingCart =
_context.CreateQuery("adx_shoppingcart").FirstOrDefault(
q => q.GetAttributeValue <Guid>("adx_shoppingcartid") == Guid.Parse(values["invoice"]));
var quote = new Entity("quote");
var orderGuid = Guid.NewGuid();
quote.Attributes["quoteid"] = orderGuid;
quote.Id = orderGuid;
quote.Attributes["name"] = "quote created by: " + shoppingCart.GetAttributeValue <string>("adx_name");
quote.Attributes["adx_shoppingcartid"] = shoppingCart.ToEntityReference();
//Ensure that there is a customer
var customer = GetQuoteCustomer(values, _context, shoppingCart);
if (!_context.IsAttached(shoppingCart))
{
_context.Attach(shoppingCart);
}
shoppingCart.Attributes["adx_contactid"] = customer.ToEntityReference();
quote.Attributes["customerid"] = customer.ToEntityReference();
var priceLevel =
_context.CreateQuery("pricelevel").FirstOrDefault(pl => pl.GetAttributeValue <string>("name") == "Web");
if (priceLevel == null)
{
throw new Exception("price level null");
}
//Set the price level
var priceLevelReference = priceLevel.ToEntityReference();
quote.Attributes["pricelevelid"] = priceLevelReference;
//Set the address for the order
SetQuoteAddresses(values, quote, customer);
//order.Attributes["adx_confirmationnumber"] = shoppingCart.GetAttributeValue<string>("adx_confirmationnumber");
//order.Attributes["adx_receiptnumber"] = values.ContainsKey("ipn_trac_id") ? values["ipn_track_id"] : null;
_context.AddObject(quote);
_context.UpdateObject(shoppingCart);
_context.SaveChanges();
//Set the products of the order
SetQuoteProducts(shoppingCart, _context, orderGuid);
//Deactivate the shopping Cart
shoppingCart =
_context.CreateQuery("adx_shoppingcart").FirstOrDefault(
q => q.GetAttributeValue <Guid>("adx_shoppingcartid") == Guid.Parse(values["invoice"]));
try
{
_context.SetState(1, 2, shoppingCart);
_context.SaveChanges();
}
catch
{
//Unlikely that there is an issue, most likely it has already been deactiveated.
}
Entity = _context.CreateQuery("quote").FirstOrDefault(o => o.GetAttributeValue <Guid>("quoteid") == orderGuid);
Id = Entity.Id;
}
/// <summary>
/// A plug-in that creates a follow-up task activity when a new account is created.
/// </summary>
/// <remarks>Register this plug-in on the Create message, account entity,
/// and asynchronous mode.
/// </remarks>
public void Execute(IServiceProvider serviceProvider)
{
//Extract the tracing service for use in debugging sandboxed plug-ins.
ITracingService tracingService =
(ITracingService)serviceProvider.GetService(typeof(ITracingService));
// Obtain the execution context from the service provider.
IPluginExecutionContext context = (IPluginExecutionContext)
serviceProvider.GetService(typeof(IPluginExecutionContext));
IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
var service = serviceFactory.CreateOrganizationService(context.UserId);
OrganizationServiceContext ctx = new OrganizationServiceContext(service);
// The InputParameters collection contains all the data passed in the message request.
if (context.InputParameters.Contains("Target") &&
context.InputParameters["Target"] is Entity)
{
// Obtain the target entity from the input parameters.
Entity entity = (Entity)context.InputParameters["Target"];
if (entity.LogicalName != "gcbase_isosetup")
return;
FaultException ex1 = new FaultException();
//throw new InvalidPluginExecutionException("test", ex1);
if (entity.Attributes.Contains("statuscode"))
{
try
{
QueryExpression countries = new QueryExpression
{
EntityName = "gcbase_isocountry",
ColumnSet = new ColumnSet("gcbase_name", "gcbase_iso316612lettercode"),
};
QueryExpression subDivisions = new QueryExpression
{
EntityName = "gcbase_isosubdivision",
ColumnSet = new ColumnSet("gcbase_name", "gcbase_countrycode"),
};
DataCollection<Entity> allCountries = service.RetrieveMultiple(countries).Entities;
DataCollection<Entity> allSubDivisions = service.RetrieveMultiple(subDivisions).Entities;
foreach (Entity sd in allSubDivisions) {
var countryCode = sd.GetAttributeValue<string>("gcbase_countrycode").ToString();
tracingService.Trace("ios plugin: {0}", countryCode);
QueryExpression countryRef = new QueryExpression
{
EntityName = "gcbase_isocountry",
ColumnSet = new ColumnSet("gcbase_name", "gcbase_iso316612lettercode"),
Criteria = new FilterExpression
{
Conditions = {
new ConditionExpression {
AttributeName = "gcbase_iso316612lettercode",
Operator = ConditionOperator.Equal,
Values = { countryCode }
}
}
}
};
EntityCollection countryData = service.RetrieveMultiple(countryRef);
if (countryData.Entities.Count() > 0)
{
Entity country = (Entity)countryData.Entities.FirstOrDefault();
EntityReference isoCountry = new EntityReference("gcbase_isocountry", country.Id);
sd["gcbase_isocountry"] = isoCountry;
ctx.Attach(sd);
ctx.UpdateObject(sd);
ctx.SaveChanges();
}
};
}
catch (FaultException<OrganizationServiceFault> ex)
{
throw new InvalidPluginExecutionException("An error occurred in the IOS Setup plug-in.", ex);
}
catch (Exception ex)
{
tracingService.Trace("FollowupPlugin: {0}", ex.ToString());
throw;
}
}
}
}
private void CreateOrderPayPal(Dictionary <string, string> values, IPortalContext xrm, bool getCreateInvoiceSettingValue)
{
System.Diagnostics.Debug.Write("A commerce order is being created...");
_context = xrm.ServiceContext;
if (!values.ContainsKey("invoice"))
{
throw new Exception("no invoice found");
}
var shoppingCart =
_context.CreateQuery("adx_shoppingcart").FirstOrDefault(
q => q.GetAttributeValue <Guid>("adx_shoppingcartid") == Guid.Parse(values["invoice"]));
var order = new Entity("salesorder");
var orderGuid = Guid.NewGuid();
order.Attributes["salesorderid"] = orderGuid;
order.Id = orderGuid;
order.Attributes["name"] = "order created by: " + shoppingCart.GetAttributeValue <string>("adx_name");
order.Attributes["adx_shoppingcartid"] = shoppingCart.ToEntityReference();
System.Diagnostics.Debug.Write(string.Format("shopping cart ID:{0}", shoppingCart.Id.ToString()));
var supportRequest = _context.CreateQuery("adx_supportrequest")
.FirstOrDefault(sr => sr.GetAttributeValue <EntityReference>("adx_shoppingcartid").Id == shoppingCart.Id);
if (supportRequest != null)
{
System.Diagnostics.Debug.Write(string.Format("Support Request ID:{0}", supportRequest.Id.ToString()));
var supportPlanReference = supportRequest.GetAttributeValue <EntityReference>("adx_supportplan");
System.Diagnostics.Debug.Write(string.Format("Support Reference:{0}", supportPlanReference));
var supportPlan = _context.CreateQuery("adx_supportplan").FirstOrDefault(sc => sc.GetAttributeValue <Guid>("adx_supportplanid")
== supportPlanReference.Id);
order.Attributes["adx_supportplanid"] = supportPlan.ToEntityReference();
}
else
{
System.Diagnostics.Debug.Write("support request is null");
}
//Ensure that there is a customer
var customer = GetOrderCustomer(values, _context, shoppingCart);
if (!_context.IsAttached(shoppingCart))
{
_context.Attach(shoppingCart);
}
shoppingCart.Attributes["adx_contactid"] = customer.ToEntityReference();
var parentCustomer = customer.GetAttributeValue <EntityReference>("parentcustomerid");
var parentCustomerEntity =
_context.CreateQuery("account").FirstOrDefault(pce => pce.GetAttributeValue <Guid>("accountid") == parentCustomer.Id);
order.Attributes["customerid"] = (parentCustomerEntity != null) ? parentCustomerEntity.ToEntityReference() : customer.ToEntityReference();
var priceLevel =
_context.CreateQuery("pricelevel").FirstOrDefault(pl => pl.GetAttributeValue <string>("name") == "Web");
if (priceLevel == null)
{
throw new Exception("price level null");
}
//Set the price level
var priceLevelReference = priceLevel.ToEntityReference();
order.Attributes["pricelevelid"] = priceLevelReference;
//Set the address for the order
SetOrderAddresses(values, order, customer);
//order.Attributes["adx_confirmationnumber"] = shoppingCart.GetAttributeValue<string>("adx_confirmationnumber");
order.Attributes["adx_receiptnumber"] = values.ContainsKey("ipn_trac_id") ? values["ipn_track_id"] : null;
_context.AddObject(order);
_context.UpdateObject(shoppingCart);
_context.SaveChanges();
//Set the products of the order
SetOrderProducts(shoppingCart, _context, orderGuid, null);
//Time to associate order with support plan
//sw.WriteLine("ok, we are at the weird part!");
//Deactivate the shopping Cart
shoppingCart =
_context.CreateQuery("adx_shoppingcart").FirstOrDefault(
q => q.GetAttributeValue <Guid>("adx_shoppingcartid") == Guid.Parse(values["invoice"]));
try
{
_context.SetState(1, 2, shoppingCart);
_context.SaveChanges();
}
catch
{
//Unlikely that there is an issue, most likely it has already been deactiveated.
}
//At this point we want to Create an Invoice, if that is indeed what we are doing.
if (getCreateInvoiceSettingValue)
{
InvoiceEntity = CreateInvoiceFromOrder(_context, orderGuid);
}
Entity = _context.CreateQuery("salesorder").FirstOrDefault(o => o.GetAttributeValue <Guid>("salesorderid") == orderGuid);
Id = Entity.Id;
}
/// <summary>
/// This method first connects to the Organization service and creates the
/// OrganizationServiceContext. Then, several entity creation and relationship
/// operations are performed.
/// </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
{
//<snippetBasicContextExamples1>
// 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();
_service = (IOrganizationService)_serviceProxy;
CreateRequiredRecords();
// The OrganizationServiceContext is an object that wraps the service
// proxy and allows creating/updating multiple records simultaneously.
_orgContext = new OrganizationServiceContext(_service);
// Create a new contact called Mary Kay Andersen.
var contact = new Contact()
{
FirstName = "Mary Kay",
LastName = "Andersen",
Address1_Line1 = "23 Market St.",
Address1_City = "Sammamish",
Address1_StateOrProvince = "MT",
Address1_PostalCode = "99999",
Telephone1 = "12345678",
EMailAddress1 = "*****@*****.**",
Id = Guid.NewGuid()
};
_contactId = contact.Id;
_orgContext.AddObject(contact);
Console.Write("Instantiating contact, ");
// Create an account called Contoso.
var account = new Account()
{
Name = "Contoso",
Address1_City = "Redmond",
// set the account category to 'Preferred Customer'
AccountCategoryCode = new OptionSetValue(1),
LastUsedInCampaign = DateTime.Now,
MarketCap = new Money(120000),
DoNotEMail = true,
Description = "Contoso is a fictional company!",
Id = Guid.NewGuid(),
};
_accountId = account.Id;
Console.Write("instantiating account, ");
// Set Mary Kay Andersen as the primary contact
_orgContext.AddRelatedObject(
contact,
new Relationship("account_primary_contact"),
account);
SaveChangesHelper(contact, account);
Console.WriteLine("and creating both records in CRM.");
// Remove the primary contact value from Mary Kay Andersen
_orgContext.Attach(contact);
_orgContext.DeleteLink(
contact,
new Relationship("account_primary_contact"),
account);
SaveChangesHelper(contact, account);
Console.Write("Removing primary contact status, ");
// Add Mary Kay Andersen to the contact list for the account Contoso.
_orgContext.Attach(account);
_orgContext.Attach(contact);
_orgContext.AddLink(
account,
new Relationship("contact_customer_accounts"),
contact);
SaveChangesHelper(contact, account);
Console.WriteLine("and adding contact to account's contact list.");
// Add a note with a document attachment to the contact's record.
var attachment = File.OpenRead("sample.txt");
var data = new byte[attachment.Length];
attachment.Read(data, 0, (int)attachment.Length);
var note = new Annotation()
{
Subject = "Note subject...",
NoteText = "Note Details....",
DocumentBody = Convert.ToBase64String(data),
FileName = Path.GetFileName(attachment.Name),
MimeType = "text/plain",
Id = Guid.NewGuid(),
// Associate the note to the contact.
ObjectId = contact.ToEntityReference(),
ObjectTypeCode = Contact.EntityLogicalName
};
_annotationId = note.Id;
Console.Write("Instantiating a note, ");
_orgContext.AddObject(note);
_orgContext.Attach(contact);
// Set the contact as the Regarding attribute of the note.
_orgContext.AddLink(
contact,
new Relationship("Contact_Annotation"),
note);
SaveChangesHelper(note, contact);
Console.WriteLine("creating the note in CRM and linking to contact.");
// Change the owning user of the contact Mary Kay Andersen
// Find a user with an email address of "*****@*****.**"
var newOwner = (from u in _orgContext.CreateQuery <SystemUser>()
where u.InternalEMailAddress == "*****@*****.**"
select u).Single();
AssignRequest assignRequest = new AssignRequest()
{
Target = contact.ToEntityReference(),
Assignee = newOwner.ToEntityReference()
};
_orgContext.Execute(assignRequest);
Console.WriteLine("Changing ownership of contact record.");
// Create a new price list called Retail Price List.
var priceList = new PriceLevel()
{
Name = "Retail Price List",
BeginDate = DateTime.Now,
EndDate = DateTime.Now,
Description = "Contoso's primary pricelist.",
Id = Guid.NewGuid()
};
_priceLevelId = priceList.Id;
_orgContext.AddObject(priceList);
Console.Write("Instantiating price list ");
// Create a new product called Widget A.
var newProduct = new Product()
{
Name = "Widget A",
Description = "Industrial widget for hi-tech industries",
ProductStructure = new OptionSetValue(1), // 1 = Product
QuantityOnHand = 2,
ProductNumber = "WIDG-A",
Price = new Money(decimal.Parse("12.50")),
QuantityDecimal = 2, // Sets the Decimals Supported value
Id = Guid.NewGuid(),
DefaultUoMScheduleId = new EntityReference(
UoMSchedule.EntityLogicalName,
_orgContext.CreateQuery <UoMSchedule>().First().Id),
DefaultUoMId = new EntityReference(
UoM.EntityLogicalName,
_orgContext.CreateQuery <UoM>().First().Id)
};
_productId = newProduct.Id;
_orgContext.AddObject(newProduct);
Console.WriteLine("and product.");
SaveChangesHelper(priceList, newProduct);
// Add Widget A to the Retail Price List.
var priceLevelProduct = new ProductPriceLevel()
{
ProductId = newProduct.ToEntityReference(),
UoMId = newProduct.DefaultUoMId,
Amount = new Money(decimal.Parse("12.50")),
PriceLevelId = priceList.ToEntityReference(),
Id = Guid.NewGuid()
};
_productPriceLevelId = priceLevelProduct.Id;
_orgContext.AddObject(priceLevelProduct);
Console.Write("Associating product to price list, ");
// Publish the product
SetStateRequest publishRequest = new SetStateRequest
{
EntityMoniker = newProduct.ToEntityReference(),
State = new OptionSetValue((int)ProductState.Active),
Status = new OptionSetValue(1)
};
_serviceProxy.Execute(publishRequest);
Console.WriteLine("and publishing the product.");
// Create a new quote for Contoso.
var newQuote = new Quote()
{
Name = "Quotation for Contoso",
// Sets the pricelist to the one we've just created
PriceLevelId = priceList.ToEntityReference(),
Id = Guid.NewGuid(),
CustomerId = account.ToEntityReference()
};
_quoteId = newQuote.Id;
_orgContext.AddObject(newQuote);
_orgContext.Attach(account);
_orgContext.AddLink(
newQuote,
new Relationship("quote_customer_accounts"),
account);
Console.Write("Instantiating a quote, ");
// Add a quote product to this quote.
var quoteProduct = new QuoteDetail()
{
ProductId = newProduct.ToEntityReference(),
Quantity = 1,
QuoteId = newQuote.ToEntityReference(),
UoMId = newProduct.DefaultUoMId,
Id = Guid.NewGuid()
};
_quoteDetailId = quoteProduct.Id;
_orgContext.AddObject(quoteProduct);
Console.WriteLine("and adding product to quote.");
// Create a sales opportunity with Contoso.
var oppty = new Opportunity()
{
Name = "Interested in Widget A",
EstimatedCloseDate = DateTime.Now.AddDays(30.0),
EstimatedValue = new Money(decimal.Parse("300000.00")),
CloseProbability = 25, // 25% probability of closing this deal
IsRevenueSystemCalculated = false, // user-calculated revenue
OpportunityRatingCode = new OptionSetValue(2), // warm
CustomerId = account.ToEntityReference(),
Id = Guid.NewGuid()
};
_opportunityId = oppty.Id;
_orgContext.AddObject(oppty);
Console.Write("Instantiating opportunity, ");
//_orgContext.AddLink(
// oppty,
// new Relationship("opportunity_customer_accounts"),
// account);
SaveChangesHelper(priceList, newQuote, newProduct, priceLevelProduct,
quoteProduct, oppty, account);
Console.WriteLine("and creating all records in CRM.");
// Associate quote to contact, which adds the Contact record in the
// "Other Contacts" section of a Quote record.
_orgContext.Attach(contact);
_orgContext.Attach(newQuote);
_orgContext.AddLink(
contact,
new Relationship("contactquotes_association"),
newQuote);
SaveChangesHelper(contact, newQuote);
Console.WriteLine("Associating contact and quote.");
// Create a case for Mary Kay Andersen.
var serviceRequest = new Incident()
{
Title = "Problem with Widget B",
PriorityCode = new OptionSetValue(1), // 1 = High
CaseOriginCode = new OptionSetValue(1), // 1 = Phone
CaseTypeCode = new OptionSetValue(2), // 2 = Problem
SubjectId =
new EntityReference(
Subject.EntityLogicalName,
_orgContext.CreateQuery <Subject>()
.First().Id), // use the default subject
Description = "Customer can't switch the product on.",
FollowupBy = DateTime.Now.AddHours(3.0), // follow-up in 3 hours
CustomerId = contact.ToEntityReference(),
Id = Guid.NewGuid()
};
_incidentId = serviceRequest.Id;
_orgContext.AddObject(serviceRequest);
_orgContext.Attach(contact);
_orgContext.AddLink(
serviceRequest,
new Relationship("incident_customer_contacts"),
contact);
SaveChangesHelper(serviceRequest, contact);
Console.WriteLine("Creating service case for contact.");
// Deactivate the Mary Kay Andersen contact record.
SetStateRequest setInactiveRequest = new SetStateRequest
{
EntityMoniker = contact.ToEntityReference(),
State = new OptionSetValue((int)ContactState.Inactive),
Status = new OptionSetValue(2)
};
_orgContext.Execute(setInactiveRequest);
Console.WriteLine("Deactivating the contact record.");
DeleteRequiredRecords(promptforDelete);
}
//</snippetBasicContextExamples1>
}
// 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;
}
}
protected void ApplyDiscount_OnClick(object sender, EventArgs e)
{
if (Purchasable == null)
{
return;
}
var discountCode = DiscountCode.Value;
var discountCodeValidationResult = DiscountCodeValidationResult.ValidateDiscountCode(ServiceContext, Purchasable.Quote.Id, discountCode);
if (!discountCodeValidationResult.IsValid)
{
DiscountErrorAlreadyApplied.Visible = discountCodeValidationResult.ErrorCode ==
DiscountCodeValidationResult.DiscountErrorCode.AlreadyApplied ||
discountCodeValidationResult.DiscountErrors.Any(
o => o.ErrorCode == DiscountCodeValidationResult.DiscountErrorCode.AlreadyApplied);
DiscountErrorCodeNotSpecified.Visible = discountCodeValidationResult.ErrorCode ==
DiscountCodeValidationResult.DiscountErrorCode.CodeNotSpecified ||
discountCodeValidationResult.DiscountErrors.Any(
o => o.ErrorCode == DiscountCodeValidationResult.DiscountErrorCode.CodeNotSpecified);
DiscountErrorDoesNotExist.Visible = discountCodeValidationResult.ErrorCode ==
DiscountCodeValidationResult.DiscountErrorCode.DoesNotExist ||
discountCodeValidationResult.DiscountErrors.Any(
o => o.ErrorCode == DiscountCodeValidationResult.DiscountErrorCode.DoesNotExist);
DiscountErrorInvalidDiscount.Visible = discountCodeValidationResult.ErrorCode ==
DiscountCodeValidationResult.DiscountErrorCode.InvalidDiscountConfiguration ||
discountCodeValidationResult.ErrorCode == DiscountCodeValidationResult.DiscountErrorCode.QuoteNotFound ||
discountCodeValidationResult.ErrorCode == DiscountCodeValidationResult.DiscountErrorCode.UpdateFailed ||
discountCodeValidationResult.DiscountErrors.Any(
o => o.ErrorCode == DiscountCodeValidationResult.DiscountErrorCode.InvalidDiscountConfiguration);
DiscountErrorMaximumRedemptions.Visible = discountCodeValidationResult.ErrorCode ==
DiscountCodeValidationResult.DiscountErrorCode.MaximumRedemptions ||
discountCodeValidationResult.DiscountErrors.Any(
o => o.ErrorCode == DiscountCodeValidationResult.DiscountErrorCode.MaximumRedemptions);
DiscountErrorMinimumAmountNotMet.Visible = discountCodeValidationResult.ErrorCode ==
DiscountCodeValidationResult.DiscountErrorCode.MinimumAmountNotMet ||
discountCodeValidationResult.DiscountErrors.Any(
o => o.ErrorCode == DiscountCodeValidationResult.DiscountErrorCode.MinimumAmountNotMet);
DiscountErrorUnknown.Visible = discountCodeValidationResult.ErrorCode == DiscountCodeValidationResult.DiscountErrorCode.Unknown || (discountCodeValidationResult.ErrorCode == 0 && !discountCodeValidationResult.DiscountErrors.Any());
DiscountErrorZeroAmount.Visible = discountCodeValidationResult.ErrorCode == DiscountCodeValidationResult.DiscountErrorCode.ZeroAmount ||
discountCodeValidationResult.DiscountErrors.Any(
o => o.ErrorCode == DiscountCodeValidationResult.DiscountErrorCode.ZeroAmount);
DiscountErrorNotApplicable.Visible = discountCodeValidationResult.ErrorCode ==
DiscountCodeValidationResult.DiscountErrorCode.NotApplicable ||
discountCodeValidationResult.DiscountErrors.Any(
o =>
o.ErrorCode == DiscountCodeValidationResult.DiscountErrorCode.NotApplicable);
return;
}
DiscountErrorAlreadyApplied.Visible = false;
DiscountErrorCodeNotSpecified.Visible = false;
DiscountErrorDoesNotExist.Visible = false;
DiscountErrorInvalidDiscount.Visible = false;
DiscountErrorMaximumRedemptions.Visible = false;
DiscountErrorMinimumAmountNotMet.Visible = false;
DiscountErrorUnknown.Visible = false;
DiscountErrorZeroAmount.Visible = false;
try
{
// Add new discount code to existing discount codes and update quote, plugins will process the code.
var updateContext = new OrganizationServiceContext(new OrganizationService("Xrm"));
var quoteUpdate = new Entity("quote")
{
Id = Purchasable.Quote.Id
};
var updateDiscountCodes = string.IsNullOrWhiteSpace(discountCodeValidationResult.ExistingDiscountCodes) ? discountCode : string.Format("{0},{1}", discountCodeValidationResult.ExistingDiscountCodes, discountCode);
quoteUpdate["adx_discountcodes"] = updateDiscountCodes;
updateContext.Attach(quoteUpdate);
updateContext.UpdateObject(quoteUpdate);
updateContext.SaveChanges();
}
catch (Exception ex)
{
ADXTrace.Instance.TraceError(TraceCategory.Application, ex.ToString());
}
Target = GetTargetEntityReference();
if (Target == null)
{
return;
}
var options = IsPostBack
? GetPostedOptions()
: Enumerable.Empty <IPurchasableItemOptions>();
Guid quoteId;
if (IsPostBack && Guid.TryParse(QuoteId.Value, out quoteId))
{
WebForm.CurrentSessionHistory.QuoteId = quoteId;
}
var dataAdapter = CreatePurchaseDataAdapter(Target, CurrentStepEntityPrimaryKeyLogicalName);
var quoteProducts = ServiceContext.CreateQuery("quotedetail").Where(q => q.GetAttributeValue <EntityReference>("quoteid") == Purchasable.Quote).ToArray();
foreach (var quoteProduct in quoteProducts)
{
ServiceContext.TryRemoveFromCache(quoteProduct);
}
Purchasable = dataAdapter.Select(options);
PurchaseDiscounts.DataSource = Purchasable.Discounts;
PurchaseDiscounts.DataBind();
PurchaseItems.DataSource = Purchasable.Items;
PurchaseItems.DataBind();
DiscountCode.Value = string.Empty;
}
public void UpdateWebFiles(string inputPath, string websitePrimaryKey, string blockedAttachments)
{
Logger.Trace(CultureInfo.InvariantCulture, TraceMessageHelper.EnteredMethod, SystemTypeName, MethodBase.GetCurrentMethod().Name);
if (string.IsNullOrWhiteSpace(inputPath))
{
throw new ArgumentNullException(nameof(inputPath));
}
Logger.Info(CultureInfo.InvariantCulture, "Input path: {0}.", inputPath);
if (!Directory.Exists(Path.GetDirectoryName(inputPath)))
{
throw new FileNotFoundException("The input file path does not exist.");
}
if (string.IsNullOrWhiteSpace(websitePrimaryKey))
{
throw new ArgumentNullException(nameof(websitePrimaryKey));
}
Logger.Info(CultureInfo.InvariantCulture, "Web site primary key: {0}.", websitePrimaryKey);
bool isValid = Guid.TryParse(websitePrimaryKey, out Guid websiteId);
if (!isValid)
{
throw new ArgumentException("The web site primary key is not valid");
}
IList <FileInfo> files = new List <FileInfo>();
EnumerateFiles(inputPath, files);
UpdateOrganizationSettings("js;", blockedAttachments);
IList <WebFile> webFiles = CrmService.GetWebsiteFiles(websiteId);
OrganizationServiceContext.ClearChanges();
foreach (FileInfo file in files)
{
Logger.Info(CultureInfo.InvariantCulture, "Processing file {0}.", file.FullName);
WebFile webFile = webFiles.SingleOrDefault(x => x.Name.ToUpperInvariant().Equals(file.Name.ToUpperInvariant()));
if (webFile == null)
{
Logger.Warn(CultureInfo.InvariantCulture, "There is no portal web file entity for the file {0}.", file.Name);
continue;
}
Note annotation = CrmService.GetAnnotations(webFile.Id).OrderByDescending(x => x.CreatedOn).FirstOrDefault();
if (annotation == null)
{
Logger.Info(CultureInfo.InvariantCulture, "A new annotation {0} will be created.", file.Name);
annotation = new Note {
Document = Convert.ToBase64String(File.ReadAllBytes(file.FullName)),
FileName = file.Name,
IsDocument = true,
MimeType = MimeMapping.GetMimeMapping(file.Name),
ObjectType = webFile.LogicalName,
Regarding = new EntityReference(webFile.LogicalName, webFile.Id),
};
OrganizationServiceContext.AddObject(annotation);
}
else if (!annotation.Document.Equals(Convert.ToBase64String(File.ReadAllBytes(file.FullName))))
{
Logger.Info(CultureInfo.InvariantCulture, "The annotation {0} will be updated.", file.Name);
annotation = new Note
{
AnnotationId = annotation.Id,
Document = Convert.ToBase64String(File.ReadAllBytes(file.FullName))
};
OrganizationServiceContext.Attach(annotation);
OrganizationServiceContext.UpdateObject(annotation);
}
}
CrmService.SaveChanges(OrganizationServiceContext, SaveChangesOptions.None);
UpdateOrganizationSettings("nothing really", blockedAttachments);
Logger.Trace(CultureInfo.InvariantCulture, TraceMessageHelper.ExitingMethod, SystemTypeName, MethodBase.GetCurrentMethod().Name);
}
public void CaseDeletion(IOrganizationService _orgServ)
{
Console.WriteLine("Starting Case Deletion");
OrganizationServiceContext _orgContext = new OrganizationServiceContext(_orgServ);
Incident myCase = null;
int pageNo = 1;
int record = 0;
string casTickNum = "";
string casType;
Guid last = new Guid();
Guid first = new Guid();
start:
EntityCollection retrievedCases = GetCases(_orgServ, pageNo, casTickNum, first, last);
if (retrievedCases.Entities.Count > 1)
{
Console.WriteLine("Cases Retrieved");
for (int r = 0; r < retrievedCases.Entities.Count; r++)
{
record++;
Console.WriteLine("record number = " + record);
myCase = retrievedCases[r].ToEntity <Incident>();
var casId = myCase.IncidentId;
if (myCase.gcs_CaseTypes == null)
{
_orgContext.Attach(myCase);
_orgContext.DeleteObject(myCase);
_orgContext.Dispose();
continue;
}
casType = myCase.gcs_CaseTypes.Name.ToString();
CaseSaveList((Guid)casId, casType);
int idExist = safeList.FindIndex(s => s.caseGuid == casId);
try
{
if (idExist >= 0)
{
Entity updateCase = new Entity();
updateCase.LogicalName = myCase.LogicalName;
updateCase.Attributes["shg_casesavefield"] = true;
updateCase.Id = myCase.Id;
if (myCase.StateCode != 0)
{
SetStateRequest setStateRequest = new SetStateRequest()
{
EntityMoniker = new EntityReference
{
Id = myCase.Id,
LogicalName = myCase.LogicalName,
},
Status = new OptionSetValue(1),
State = new OptionSetValue(0)
};
_orgServ.Execute(setStateRequest);
}
_orgServ.Update(updateCase);
continue;
}
}
catch (FaultException <OrganizationServiceFault> e)
{
Console.WriteLine(e + "case which failed = " + myCase.TicketNumber + " case type = " + myCase.gcs_CaseTypes);
continue;
}
}
pageNo++;
first = (Guid)retrievedCases.Entities.Select(s => s.Attributes["incidentid"]).First();
last = (Guid)retrievedCases.Entities.Select(s => s.Attributes["incidentid"]).Last();
goto start;
}
else
{
BulkCaseDeletion(_orgServ);
BulkActivityDeletion(_orgServ);
}
}
public void UpdateWebTemplates(string inputPath, string websitePrimaryKey)
{
Logger.Trace(CultureInfo.InvariantCulture, TraceMessageHelper.EnteredMethod, SystemTypeName, MethodBase.GetCurrentMethod().Name);
if (string.IsNullOrWhiteSpace(inputPath))
{
throw new ArgumentNullException(nameof(inputPath));
}
Logger.Info(CultureInfo.InvariantCulture, "Input path: {0}.", inputPath);
if (!Directory.Exists(Path.GetDirectoryName(inputPath)))
{
throw new FileNotFoundException("The input file path does not exist.");
}
if (string.IsNullOrWhiteSpace(websitePrimaryKey))
{
throw new ArgumentNullException(nameof(websitePrimaryKey));
}
Logger.Info(CultureInfo.InvariantCulture, "Web site primary key: {0}.", websitePrimaryKey);
bool isValid = Guid.TryParse(websitePrimaryKey, out Guid websiteId);
if (!isValid)
{
throw new ArgumentException("The web site primary key is not valid");
}
IList <FileInfo> files = new List <FileInfo>();
EnumerateFiles(inputPath, files);
IList <WebTemplate> webTemplates = CrmService.GetWebTemplates(websiteId);
OrganizationServiceContext.ClearChanges();
foreach (FileInfo file in files)
{
Logger.Info(CultureInfo.InvariantCulture, "Processing file {0}.", file.FullName);
string fileName = file.Name.ToUpperInvariant().Replace(".HTML", string.Empty);
WebTemplate webTemplate = webTemplates.SingleOrDefault(x => x.Name.ToUpperInvariant().Equals(fileName));
if (webTemplate == null)
{
Logger.Warn(CultureInfo.InvariantCulture, "There is no portal web template entity for the file {0}.", file.Name);
continue;
}
string source = File.ReadAllText(file.FullName);
if (source.Equals(webTemplate.Source))
{
continue;
}
var updatedWebTemplate = new WebTemplate
{
Id = webTemplate.Id,
Source = source
};
OrganizationServiceContext.Attach(updatedWebTemplate);
OrganizationServiceContext.UpdateObject(updatedWebTemplate);
}
CrmService.SaveChanges(OrganizationServiceContext, SaveChangesOptions.None);
Logger.Trace(CultureInfo.InvariantCulture, TraceMessageHelper.ExitingMethod, SystemTypeName, MethodBase.GetCurrentMethod().Name);
}
public void When_updating_a_not_existing_entity_using_organization_context_exception_should_be_thrown()
{
var context = new XrmFakedContext();
context.ProxyTypesAssembly = Assembly.GetAssembly(typeof(Account));
var existingAccount = new Account() { Id = Guid.NewGuid(), Name = "Super Great Customer", AccountNumber = "69" };
var service = context.GetFakedOrganizationService();
using (var ctx = new OrganizationServiceContext(service))
{
existingAccount.Name = "Super Great Customer Name Updated!";
ctx.Attach(existingAccount);
ctx.UpdateObject(existingAccount);
Assert.Throws<SaveChangesException>(() => ctx.SaveChanges());
}
}
public void When_Deleting_Using_Organization_Context_Record_Should_Be_Deleted()
{
var context = new XrmFakedContext();
context.ProxyTypesAssembly = Assembly.GetAssembly(typeof(Account));
var account = new Account() { Id = Guid.NewGuid(), Name = "Super Great Customer", AccountNumber = "69" };
var service = context.GetFakedOrganizationService();
using (var ctx = new OrganizationServiceContext(service))
{
ctx.AddObject(account);
ctx.SaveChanges();
}
Assert.NotNull(service.Retrieve(Account.EntityLogicalName, account.Id, new ColumnSet(true)));
using (var ctx = new OrganizationServiceContext(service))
{
ctx.Attach(account);
ctx.DeleteObject(account);
ctx.SaveChanges();
var retrievedAccount = ctx.CreateQuery<Account>().SingleOrDefault(acc => acc.Id == account.Id);
Assert.Null(retrievedAccount);
}
}
private void CreateOrderAuthorizeNet(Dictionary <string, string> values,
IPortalContext xrm,
bool getCreateInvoiceSettingValue,
Entity account = null,
string tombstoneEntityLogicalName = null,
string tombstoneEntityPrimaryKeyName = null)
{
_context = xrm.ServiceContext;
if (!values.ContainsKey("order_id"))
{
throw new Exception("no order_id found");
}
var orderId = values["order_id"];
string[] guids = orderId.Split('&');
var tombstoneEntityId = new Guid(guids[0]);
Entity tombstoneEntity = null; Entity shoppingCart = null; Entity supportPlan = null;
if (tombstoneEntityLogicalName != null)
{
tombstoneEntity = _context.CreateQuery(tombstoneEntityLogicalName)
.FirstOrDefault(sr => sr.GetAttributeValue <Guid>(tombstoneEntityPrimaryKeyName) == tombstoneEntityId);
shoppingCart = _context.CreateQuery("adx_shoppingcart").FirstOrDefault(sc => sc.GetAttributeValue <Guid>("adx_shoppingcartid") ==
tombstoneEntity.GetAttributeValue <EntityReference>("adx_shoppingcartid").Id);
}
else
{
shoppingCart = _context.CreateQuery("adx_shoppingcart").FirstOrDefault(sc => sc.GetAttributeValue <Guid>("adx_shoppingcartid") ==
tombstoneEntityId);
}
if (tombstoneEntityLogicalName == "adx_supportrequest")
{
supportPlan = _context.CreateQuery("adx_supportplan").FirstOrDefault(sc => sc.GetAttributeValue <Guid>("adx_supportplanid")
== tombstoneEntity.GetAttributeValue <EntityReference>("adx_supportplan").Id);
}
var orderGuid = Guid.NewGuid();
var order = new Entity("salesorder")
{
Id = orderGuid
};
order.Attributes["salesorderid"] = orderGuid;
order.Id = orderGuid;
order.Attributes["name"] = "order created by: " + shoppingCart.GetAttributeValue <string>("adx_name");
order.Attributes["adx_shoppingcartid"] = shoppingCart.ToEntityReference();
if (tombstoneEntityLogicalName == "adx_supportrequest")
{
order.Attributes["adx_supportplanid"] = supportPlan.ToEntityReference();
}
//Ensure that there is a customer
var customer = GetOrderCustomer(values, _context, shoppingCart);
if (!_context.IsAttached(shoppingCart))
{
_context.Attach(shoppingCart);
}
shoppingCart.Attributes["adx_contactid"] = customer.ToEntityReference();
if (account == null)
{
var parentCustomer = customer.GetAttributeValue <EntityReference>("parentcustomerid");
Entity parentCustomerEntity = null;
if (parentCustomer != null)
{
parentCustomerEntity =
_context.CreateQuery("account").FirstOrDefault(pce => pce.GetAttributeValue <Guid>("accountid") == parentCustomer.Id);
}
order.Attributes["customerid"] = (parentCustomerEntity != null) ? parentCustomerEntity.ToEntityReference() : customer.ToEntityReference();
}
else
{
order.Attributes["customerid"] = account.ToEntityReference();
}
var priceLevel =
_context.CreateQuery("pricelevel").FirstOrDefault(pl => pl.GetAttributeValue <string>("name") == "Web");
if (priceLevel == null)
{
throw new Exception("price level null");
}
//Set the price level
var priceLevelReference = priceLevel.ToEntityReference();
order.Attributes["pricelevelid"] = priceLevelReference;
//Set the address for the order
SetOrderAddresses(values, order, customer);
//order.Attributes["adx_confirmationnumber"] = shoppingCart.GetAttributeValue<string>("adx_confirmationnumber");
order.Attributes["adx_receiptnumber"] = values.ContainsKey("x_trans_id") ? values["x_trans_id"] : null;
//Set the tax
//order.Attributes["totaltax"] = values.ContainsKey("x_tax") ? new Money(decimal.Parse(values["x_tax"])) : null;
var tax = values.ContainsKey("x_tax") ? new Money(decimal.Parse(values["x_tax"])) : null;
_context.AddObject(order);
_context.UpdateObject(shoppingCart);
_context.SaveChanges();
//Set the products of the order
SetOrderProducts(shoppingCart, _context, orderGuid, tax);
tombstoneEntity = _context.CreateQuery(tombstoneEntityLogicalName)
.FirstOrDefault(sr => sr.GetAttributeValue <Guid>(tombstoneEntityPrimaryKeyName) == tombstoneEntityId);
shoppingCart = _context.CreateQuery("adx_shoppingcart").FirstOrDefault(sc => sc.GetAttributeValue <Guid>("adx_shoppingcartid")
== tombstoneEntity.GetAttributeValue <EntityReference>("adx_shoppingcartid").Id);
//Deactivate the shopping Cart
try
{
_context.SetState(1, 2, shoppingCart);
_context.SaveChanges();
}
catch
{
//Unlikely that there is an issue, most likely it has already been deactiveated.
}
//At this point we want to Create an Invoice, if that is indeed what we are doing.
if (getCreateInvoiceSettingValue)
{
InvoiceEntity = CreateInvoiceFromOrder(_context, orderGuid);
}
Entity = _context.CreateQuery("salesorder").FirstOrDefault(o => o.GetAttributeValue <Guid>("salesorderid") == orderGuid);
Id = Entity.Id;
//writer.Close();
}
/// <summary>
/// A plug-in that creates a follow-up task activity when a new account is created.
/// </summary>
/// <remarks>Register this plug-in on the Create message, account entity,
/// and asynchronous mode.
/// </remarks>
public void Execute(IServiceProvider serviceProvider)
{
//Extract the tracing service for use in debugging sandboxed plug-ins.
ITracingService tracingService =
(ITracingService)serviceProvider.GetService(typeof(ITracingService));
// Obtain the execution context from the service provider.
IPluginExecutionContext context = (IPluginExecutionContext)
serviceProvider.GetService(typeof(IPluginExecutionContext));
IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
var service = serviceFactory.CreateOrganizationService(context.UserId);
OrganizationServiceContext ctx = new OrganizationServiceContext(service);
// The InputParameters collection contains all the data passed in the message request.
if (context.InputParameters.Contains("Target") &&
context.InputParameters["Target"] is Entity)
{
// Obtain the target entity from the input parameters.
Entity entity = (Entity)context.InputParameters["Target"];
if (entity.LogicalName != "gcbase_isosetup")
{
return;
}
FaultException ex1 = new FaultException();
//throw new InvalidPluginExecutionException("test", ex1);
if (entity.Attributes.Contains("statuscode"))
{
try
{
QueryExpression countries = new QueryExpression
{
EntityName = "gcbase_isocountry",
ColumnSet = new ColumnSet("gcbase_name", "gcbase_iso316612lettercode"),
};
QueryExpression subDivisions = new QueryExpression
{
EntityName = "gcbase_isosubdivision",
ColumnSet = new ColumnSet("gcbase_name", "gcbase_countrycode"),
};
DataCollection <Entity> allCountries = service.RetrieveMultiple(countries).Entities;
DataCollection <Entity> allSubDivisions = service.RetrieveMultiple(subDivisions).Entities;
foreach (Entity sd in allSubDivisions)
{
var countryCode = sd.GetAttributeValue <string>("gcbase_countrycode").ToString();
tracingService.Trace("ios plugin: {0}", countryCode);
QueryExpression countryRef = new QueryExpression
{
EntityName = "gcbase_isocountry",
ColumnSet = new ColumnSet("gcbase_name", "gcbase_iso316612lettercode"),
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression {
AttributeName = "gcbase_iso316612lettercode",
Operator = ConditionOperator.Equal,
Values = { countryCode}
}
}
}
};
EntityCollection countryData = service.RetrieveMultiple(countryRef);
if (countryData.Entities.Count() > 0)
{
Entity country = (Entity)countryData.Entities.FirstOrDefault();
EntityReference isoCountry = new EntityReference("gcbase_isocountry", country.Id);
sd["gcbase_isocountry"] = isoCountry;
ctx.Attach(sd);
ctx.UpdateObject(sd);
ctx.SaveChanges();
}
}
;
}
catch (FaultException <OrganizationServiceFault> ex)
{
throw new InvalidPluginExecutionException("An error occurred in the IOS Setup plug-in.", ex);
}
catch (Exception ex)
{
tracingService.Trace("FollowupPlugin: {0}", ex.ToString());
throw;
}
}
}
}