private static Entity CreateInvoiceFromOrder(OrganizationServiceContext context, Guid salesOrderId)
{
ColumnSet invoiceColumns = new ColumnSet("invoiceid", "totalamount");
var convertOrderRequest = new ConvertSalesOrderToInvoiceRequest()
{
SalesOrderId = salesOrderId,
ColumnSet = invoiceColumns
};
var convertOrderResponse = (ConvertSalesOrderToInvoiceResponse)context.Execute(convertOrderRequest);
var invoice = convertOrderResponse.Entity;
var setStateRequest = new SetStateRequest()
{
EntityMoniker = invoice.ToEntityReference(),
State = new OptionSetValue(2),
Status = new OptionSetValue(100001)
};
var setStateResponse = (SetStateResponse)context.Execute(setStateRequest);
invoice = context.CreateQuery("invoice").Where(i => i.GetAttributeValue <Guid>("invoiceid") == convertOrderResponse.Entity.Id).FirstOrDefault();
return(invoice);
}
public void SetState(T entity, int stateValue)
{
var request = new SetStateRequest
{
State = new OptionSetValue(stateValue),
EntityMoniker = new EntityReference(entity.LogicalName, entity.Id)
};
service.Execute(request);
}
public static Entity GetOrganizationEntity(this OrganizationServiceContext serviceContext, string[] columns = null)
{
// when we make a switch to 2015 sdk, we should just replace this with the new RetrieveOrganizationRequest/Response.
if (columns == null)
{
columns = new[] { "name" };
}
return(((RetrieveResponse)serviceContext.Execute(new RetrieveRequest
{
ColumnSet = new ColumnSet(columns),
Target = new EntityReference("organization", ((WhoAmIResponse)serviceContext.Execute(new WhoAmIRequest())).OrganizationId)
})).Entity);
}
private static IEnumerable <Entity> FetchEntities(OrganizationServiceContext serviceContext, Fetch fetch)
{
if (fetch == null)
{
return(Enumerable.Empty <Entity>());
}
var entityResult = new List <Entity>();
fetch.PageNumber = 1;
while (true)
{
var response = (RetrieveMultipleResponse)serviceContext.Execute(fetch.ToRetrieveMultipleRequest());
entityResult.AddRange(response.EntityCollection.Entities);
if (!response.EntityCollection.MoreRecords || string.IsNullOrEmpty(response.EntityCollection.PagingCookie))
{
break;
}
fetch.PageNumber++;
fetch.PagingCookie = response.EntityCollection.PagingCookie;
}
return(entityResult);
}
/// <summary>
/// Retrieve the product count for a specified campaign
/// </summary>
/// <param name="serviceContext">OrganizationServiceContext</param>
/// <param name="campaignId">Campaign ID</param>
/// <returns>Product count</returns>
public static int FetchCampaignProductCount(this OrganizationServiceContext serviceContext, Guid campaignId)
{
var fetchXml = XDocument.Parse(@"
<fetch mapping=""logical"" aggregate=""true"">
<entity name=""product"">
<attribute name=""productid"" aggregate=""count"" alias=""count"" />
<link-entity name=""campaignitem"" from=""entityid"" to=""productid"" visible=""false"" link-type=""outer"">
<filter type=""and"">
<condition attribute=""campaignid"" operator=""eq"" />
</filter>
</link-entity>
</entity>
</fetch>" );
var campaignIdAttribute = fetchXml.XPathSelectElement("//condition[@attribute='campaignid']");
if (campaignIdAttribute == null)
{
throw new InvalidOperationException("Unable to select the campaignid filter element.");
}
campaignIdAttribute.SetAttributeValue("value", campaignId.ToString());
var response = (RetrieveMultipleResponse)serviceContext.Execute(new RetrieveMultipleRequest
{
Query = new FetchExpression(fetchXml.ToString())
});
return((int)response.EntityCollection.Entities.First().GetAttributeValue <AliasedValue>("count").Value);
}
/// <summary>
/// Retrieve the review count for a specified product
/// </summary>
/// <param name="serviceContext">OrganizationServiceContext</param>
/// <param name="productId">Product ID</param>
/// <returns>Review count</returns>
public static int FetchProductReviewCount(this OrganizationServiceContext serviceContext, Guid productId)
{
var fetchXml = XDocument.Parse(@"
<fetch mapping=""logical"" aggregate=""true"">
<entity name=""adx_review"">
<attribute name=""adx_product"" aggregate=""count"" alias=""count"" />
<filter type=""and"">
<condition attribute=""adx_product"" operator=""eq"" />
<condition attribute=""statecode"" operator=""eq"" value=""0"" />
<condition attribute=""adx_publishtoweb"" operator=""eq"" value=""1"" />
</filter>
</entity>
</fetch>" );
var productIdAttribute = fetchXml.XPathSelectElement("//condition[@attribute='adx_product']");
if (productIdAttribute == null)
{
throw new InvalidOperationException("Unable to select the adx_product filter element.");
}
productIdAttribute.SetAttributeValue("value", productId.ToString());
var response = (RetrieveMultipleResponse)serviceContext.Execute(new RetrieveMultipleRequest
{
Query = new FetchExpression(fetchXml.ToString())
});
return((int)response.EntityCollection.Entities.First().GetAttributeValue <AliasedValue>("count").Value);
}
/// <summary>
/// Retrieve the product count for a specified brand.
/// </summary>
/// <param name="serviceContext"></param>
/// <param name="brandId">The Product (product) brand (adx_brandid).</param>
/// <returns></returns>
public static int FetchBrandProductCount(this OrganizationServiceContext serviceContext, Guid brandId)
{
var fetchXml = XDocument.Parse(@"
<fetch mapping=""logical"" aggregate=""true"">
<entity name=""product"">
<attribute name=""productid"" aggregate=""count"" alias=""count"" />
<filter type=""and"">
<condition attribute=""adx_brand"" operator=""eq"" />
<condition attribute=""statecode"" operator=""eq"" value=""0"" />
</filter>
</entity>
</fetch>" );
var vendorNameAttribute = fetchXml.XPathSelectElement("//condition[@attribute='adx_brand']");
if (vendorNameAttribute == null)
{
throw new InvalidOperationException(string.Format("Unable to select {0} element.", "adx_brand filter"));
}
vendorNameAttribute.SetAttributeValue("value", brandId.ToString());
var response = (RetrieveMultipleResponse)serviceContext.Execute(new RetrieveMultipleRequest
{
Query = new FetchExpression(fetchXml.ToString())
});
return(response.EntityCollection.Entities.First().GetAttributeAliasedValue <int>("count"));
}
protected static bool TryGetPicklistOptions(OrganizationServiceContext serviceContext, string entityName, string propertyName, out Dictionary <int, string> options)
{
options = null;
try
{
var response = (RetrieveEntityResponse)serviceContext.Execute(new RetrieveEntityRequest
{
LogicalName = entityName, EntityFilters = EntityFilters.Attributes
});
var attribute = response.EntityMetadata.Attributes.FirstOrDefault(a => a.LogicalName == propertyName) as PicklistAttributeMetadata;
if (attribute == null)
{
return(false);
}
options = attribute.OptionSet.Options
.Where(o => o.Value.HasValue)
.ToDictionary(o => o.Value.Value, o => o.Label.GetLocalizedLabelString());
return(true);
}
catch
{
return(false);
}
}
private static string GetPrimaryIdAttributeLogicalName(OrganizationServiceContext serviceContext, string entityLogicalName)
{
if (serviceContext == null)
{
throw new ArgumentNullException("serviceContext");
}
var entityFilter = new MetadataFilterExpression(LogicalOperator.And);
entityFilter.Conditions.Add(new MetadataConditionExpression("LogicalName", MetadataConditionOperator.Equals, entityLogicalName));
var response = (RetrieveMetadataChangesResponse)serviceContext.Execute(new RetrieveMetadataChangesRequest
{
Query = new EntityQueryExpression
{
Criteria = entityFilter,
Properties = new MetadataPropertiesExpression("LogicalName", "PrimaryIdAttribute")
}
});
var entity = response.EntityMetadata.FirstOrDefault(e => e.LogicalName == entityLogicalName);
if (entity == null)
{
throw new InvalidOperationException(ResourceManager.GetString("PrimaryIdAttribute_For_Entity_Retrieve_Exception".FormatWith(entityLogicalName)));
}
return(entity.PrimaryIdAttribute);
}
private bool FindAndDeactivateEntity(DateTime date)
{
using (var orgContext = new OrganizationServiceContext(this.service))
{
var currencyFromCrm = (from i in orgContext.CreateQuery <sl_ExchangeRate>()
where i.sl_RelevanceDate < date.ToUniversalTime().AddHours(_ToCrmUTCDate) &&
i.statecode == sl_ExchangeRateState.Active
select i).ToList();
if (currencyFromCrm.Count == 0)
{
return(false);
}
// деактивация устаревших курсов State = Close
foreach (var item in currencyFromCrm)
{
SetStateRequest deactivateRequest = new SetStateRequest()
{
EntityMoniker = new EntityReference(sl_ExchangeRate.EntityLogicalName, item.Id),
State = new OptionSetValue(1),
Status = new OptionSetValue(-1)
};
orgContext.Execute(deactivateRequest);
}
return(true);
}
}
private IQueryable <Entity> GetLookupRecords(string fetchXml, OrganizationServiceContext context)
{
var fetch = Fetch.Parse(fetchXml);
var crmEntityPermissionProvider = new CrmEntityPermissionProvider();
crmEntityPermissionProvider.TryApplyRecordLevelFiltersToFetch(context, CrmEntityPermissionRight.Read, fetch);
crmEntityPermissionProvider.TryApplyRecordLevelFiltersToFetch(context, CrmEntityPermissionRight.Append, fetch);
// Apply Content Access Level filtering
var contentAccessLevelProvider = new ContentAccessLevelProvider();
contentAccessLevelProvider.TryApplyRecordLevelFiltersToFetch(CrmEntityPermissionRight.Read, fetch);
// Apply Product filtering
var productAccessProvider = new ProductAccessProvider();
productAccessProvider.TryApplyRecordLevelFiltersToFetch(CrmEntityPermissionRight.Read, fetch);
var response = (RetrieveMultipleResponse)context.Execute(fetch.ToRetrieveMultipleRequest());
var data = response.EntityCollection;
if (data == null || data.Entities == null)
{
return(null);
}
return(data.Entities.AsQueryable());
}
/// <summary>
/// Get the data for the chart by executing the <see cref="Query"/>. If <see cref="EntityPermissionsEnabled"/> then the <see cref="CrmEntityPermissionProvider"/> is used to apply filters and links to the <see cref="Query"/> to provide record level security filtering.
/// </summary>
/// <param name="serviceContext">The <see cref="OrganizationServiceContext"/> to be used to make the service call to retrieve the data.</param>
/// <returns>A collection of <see cref="Entity"/> records.</returns>
private IEnumerable <Entity> RetrieveData(OrganizationServiceContext serviceContext)
{
if (this.Query == null)
{
return(Enumerable.Empty <Entity>());
}
if (this.EntityPermissionsEnabled)
{
var crmEntityPermissionProvider = new CrmEntityPermissionProvider();
var result = crmEntityPermissionProvider.TryApplyRecordLevelFiltersToFetch(serviceContext, CrmEntityPermissionRight.Read, this.Query);
this.EntityPermissionDenied = !result.GlobalPermissionGranted && !result.PermissionGranted;
if (this.EntityPermissionDenied)
{
return(Enumerable.Empty <Entity>());
}
}
this.Query.NoLock = true;
var response = (RetrieveMultipleResponse)serviceContext.Execute(this.Query.ToRetrieveMultipleRequest());
var data = response.EntityCollection.Entities;
return(data);
}
public ICollection GenerateFields(Control control)
{
var layoutXml = XElement.Parse(_savedQuery.GetAttributeValue <string>("layoutxml"));
var cellNames = layoutXml.Element("row").Elements("cell").Select(cell => cell.Attribute("name")).Where(name => name != null);
var fetchXml = XElement.Parse(_savedQuery.GetAttributeValue <string>("fetchxml"));
var entityName = fetchXml.Element("entity").Attribute("name").Value;
var response = _context.Execute(new RetrieveEntityRequest {
LogicalName = entityName, EntityFilters = EntityFilters.Attributes
}) as RetrieveEntityResponse;
var attributeMetadatas = response.EntityMetadata.Attributes;
var fields =
from name in cellNames
let attributeMetadata = attributeMetadatas.FirstOrDefault(metadata => metadata.LogicalName == name.Value)
where attributeMetadata != null
select new BoundField
{
DataField = name.Value,
SortExpression = name.Value,
HeaderText = attributeMetadata.DisplayName.UserLocalizedLabel.Label // MSBug #120122: No need to URL encode--encoding is handled by webcontrol rendering layer.
};
return(fields.ToList());
}
protected void AssertStateTransitionIsValid(OrganizationServiceContext context, Entity entity, UpdateOperations operations)
{
// This is not an update of an existing entity (may be Add, or Delete) -- nothing to check.
if (operations != UpdateOperations.Change)
{
return;
}
var response = (RetrieveResponse)context.Execute(new RetrieveRequest
{
Target = new EntityReference(entity.LogicalName, entity.Id),
ColumnSet = new ColumnSet("adx_publishingstateid")
});
var preUpdateEntity = response.Entity;
// Publishing state has not changed -- nothing to check.
if (entity.GetAttributeValue <EntityReference>("adx_publishingstateid") == preUpdateEntity.GetAttributeValue <EntityReference>("adx_publishingstateid"))
{
return;
}
var portalContext = PortalCrmConfigurationManager.CreatePortalContext(PortalName);
var transitionSecurityProvider = PortalCrmConfigurationManager.CreateDependencyProvider().GetDependency <IPublishingStateTransitionSecurityProvider>();
transitionSecurityProvider.Assert(
context,
portalContext.Website,
preUpdateEntity.GetAttributeValue <EntityReference>("adx_publishingstateid") == null ? Guid.Empty : preUpdateEntity.GetAttributeValue <EntityReference>("adx_publishingstateid").Id,
entity.GetAttributeValue <EntityReference>("adx_publishingstateid") == null ? Guid.Empty : entity.GetAttributeValue <EntityReference>("adx_publishingstateid").Id);
}
public static int FetchCount(this OrganizationServiceContext serviceContext, string entityLogicalName, string countAttributeLogicalName, Action <Action <string, string, string> > addFilterConditions, Action <Action <string, string, string> > addOrFilterConditions = null)
{
var fetchXml = XDocument.Parse(@"
<fetch mapping=""logical"" aggregate=""true"">
<entity>
<attribute aggregate=""countcolumn"" distinct=""true"" alias=""count"" />
<filter type=""and"" />
<filter type=""or"" />
</entity>
</fetch>" );
var entity = fetchXml.Descendants("entity").First();
entity.SetAttributeValue("name", entityLogicalName);
entity.Descendants("attribute").First().SetAttributeValue("name", countAttributeLogicalName);
var andFilter = entity.Descendants("filter").First();
addFilterConditions(andFilter.AddFetchXmlFilterCondition);
if (addOrFilterConditions != null)
{
var orFilter = entity.Descendants("filter").Last();
addOrFilterConditions(orFilter.AddFetchXmlFilterCondition);
}
var response = (RetrieveMultipleResponse)serviceContext.Execute(new RetrieveMultipleRequest
{
Query = new FetchExpression(fetchXml.ToString())
});
return(response.EntityCollection.Entities.First().GetAttributeAliasedValue <int>("count"));
}
protected virtual bool TryAssertByCrmEntitySecurityProvider(OrganizationServiceContext context, EntityReference regardingId)
{
if (regardingId == null)
{
return(false);
}
// determine the primary ID attribute
var request = new RetrieveEntityRequest {
LogicalName = regardingId.LogicalName, EntityFilters = EntityFilters.Entity
};
var response = context.Execute(request) as RetrieveEntityResponse;
var primaryIdAttribute = response.EntityMetadata.PrimaryIdAttribute;
var regarding = context.CreateQuery(regardingId.LogicalName).FirstOrDefault(e => e.GetAttributeValue <Guid>(primaryIdAttribute) == regardingId.Id);
if (regarding == null)
{
return(false);
}
// assert read access on the regarding entity
var securityProvider = PortalCrmConfigurationManager.CreateCrmEntitySecurityProvider(PortalName);
return(securityProvider.TryAssert(context, regarding, CrmEntityRight.Read));
}
/// <summary>
/// Function to make connection to specified server
/// </summary>
public void ConnectToServer()
{
string uriString;
//Initialize the config file
InitializeKeys();
// Setup credential
_clientCreds = new ClientCredentials();
switch (_serverConfiguration["AuthenticationType"])
{
case "IFD":
_clientCreds.UserName.UserName = _serverConfiguration["ServerUser"];
_clientCreds.UserName.Password = _serverConfiguration["ServerPassword"];
uriString = "https://" + _serverConfiguration["ServerName"] + "/XRMServices/2011/Organization.svc";
break;
case "OnPrem":
default:
_clientCreds.Windows.ClientCredential.UserName = _serverConfiguration["ServerUser"];
_clientCreds.Windows.ClientCredential.Password = _serverConfiguration["ServerPassword"];
_clientCreds.Windows.ClientCredential.Domain = _serverConfiguration["ServerName"] + "dom";
uriString = "http://" + _serverConfiguration["ServerName"] + "/" + _serverConfiguration["ServerOrgName"] + "/XRMServices/2011/Organization.svc";
break;
}
// The DeviceIdManager class registers a computing device with Windows Live ID, through the generation of a device ID and password,
// and optionally stores that information in an encrypted format on the local disk for later reuse.
// This will fail here as this vm don't have access to the Internet therefore there is no way for it to generate a device ID with login.live.com
//_deviceCreds = DeviceIdManager.LoadOrRegisterDevice();
// Connect to Crm WCF endpoint
try
{
using (_serviceProxy = new OrganizationServiceProxy(new Uri(uriString),
null,
_clientCreds,
null))
{
// require early bound type support
_serviceProxy.ServiceConfiguration.CurrentServiceEndpoint.Behaviors.Add(new ProxyTypesBehavior());
OrganizationServiceContext orgContext = new OrganizationServiceContext(_serviceProxy);
_service = (IOrganizationService)_serviceProxy;
WhoAmIRequest request = new WhoAmIRequest();
WhoAmIResponse userResponse = (WhoAmIResponse)orgContext.Execute(request);
Console.WriteLine("Your Crm user Guid is {0}", userResponse.UserId);
orgId = ((WhoAmIResponse)_service.Execute(new WhoAmIRequest())).OrganizationId;
Console.WriteLine("Your CRM Org ID is {0}:", orgId);
}
}
catch (Exception ex)
{
Console.WriteLine(ex);
}
}
protected static void AddRelatedRecordFilterToFetch(OrganizationServiceContext serviceContext, Fetch fetch, string filterRelationshipName, string filterEntityName, Guid filterValue)
{
if (fetch == null || fetch.Entity == null)
{
return;
}
var entityName = fetch.Entity.Name;
if (string.IsNullOrWhiteSpace(filterRelationshipName) || string.IsNullOrWhiteSpace(filterEntityName) || filterValue == Guid.Empty)
{
return;
}
var entityRequest = new RetrieveEntityRequest
{
RetrieveAsIfPublished = false,
LogicalName = entityName,
EntityFilters = EntityFilters.Relationships
};
var entityResponse = serviceContext.Execute(entityRequest) as RetrieveEntityResponse;
if (entityResponse == null)
{
throw new ApplicationException("RetrieveEntityRequest failed for lookup target entity type {0}".FormatWith(entityName));
}
var relationshipManyToOne = entityResponse.EntityMetadata.ManyToOneRelationships.FirstOrDefault(r => r.SchemaName == filterRelationshipName);
if (relationshipManyToOne != null)
{
var attribute = relationshipManyToOne.ReferencedEntity == entityName
? relationshipManyToOne.ReferencedAttribute
: relationshipManyToOne.ReferencingAttribute;
var filter = new Filter
{
Type = LogicalOperator.And,
Conditions = new List <Condition>
{
new Condition
{
Attribute = attribute,
Operator = ConditionOperator.Equal,
Value = filterValue
}
}
};
AddFilterToFetch(fetch, filter);
}
else
{
throw new ApplicationException(string.Format("RetrieveRelationshipRequest failed for lookup filter relationship name {0}", filterRelationshipName));
}
}
private static Entity Retrieve(OrganizationServiceContext serviceContext, EntityReference target)
{
var request = new RetrieveRequest {
Target = target, ColumnSet = new ColumnSet(true)
};
var response = serviceContext.Execute(request) as RetrieveResponse;
return(response == null ? null : response.Entity);
}
private static EntityMetadata GetEntityMetadata(OrganizationServiceContext serviceContext, string logicalName)
{
var response = (RetrieveEntityResponse)serviceContext.Execute(new RetrieveEntityRequest
{
LogicalName = logicalName, EntityFilters = EntityFilters.Entity | EntityFilters.Attributes | EntityFilters.Relationships
});
return(response.EntityMetadata);
}
private static EntityReference[] FilterAlreadyAssociated(OrganizationServiceContext serviceContext, Relationship relationship, EntityReference target, EntityReference[] relatedEntities)
{
var metadataResponse = (RetrieveRelationshipResponse)serviceContext.Execute(new RetrieveRelationshipRequest
{
Name = relationship.SchemaName
});
var manyToManyMetadata = metadataResponse.RelationshipMetadata as ManyToManyRelationshipMetadata;
if (manyToManyMetadata == null)
{
return(relatedEntities);
}
string targetIntersectAttribute;
string relatedEntityLogicalName;
string relatedEntityIntersectAttribute;
if (string.Equals(manyToManyMetadata.Entity1LogicalName, target.LogicalName, StringComparison.Ordinal))
{
targetIntersectAttribute = manyToManyMetadata.Entity1IntersectAttribute;
relatedEntityLogicalName = manyToManyMetadata.Entity2LogicalName;
relatedEntityIntersectAttribute = manyToManyMetadata.Entity2IntersectAttribute;
}
else
{
targetIntersectAttribute = manyToManyMetadata.Entity2IntersectAttribute;
relatedEntityLogicalName = manyToManyMetadata.Entity1LogicalName;
relatedEntityIntersectAttribute = manyToManyMetadata.Entity1IntersectAttribute;
}
var result = serviceContext.RetrieveMultiple(new QueryExpression(manyToManyMetadata.IntersectEntityName)
{
NoLock = true,
ColumnSet = new ColumnSet(relatedEntityIntersectAttribute),
Criteria =
{
Filters =
{
new FilterExpression(LogicalOperator.And)
{
Conditions =
{
new ConditionExpression(targetIntersectAttribute, ConditionOperator.Equal, target.Id),
new ConditionExpression(relatedEntityIntersectAttribute, ConditionOperator.In, relatedEntities.Select(e => e.Id).ToArray())
},
}
}
}
});
var alreadyAssociated = result.Entities
.Select(e => new EntityReference(relatedEntityLogicalName, e.GetAttributeValue <Guid>(relatedEntityIntersectAttribute)));
return(relatedEntities.Except(alreadyAssociated).ToArray());
}
private static TResult Execute <TResponse, TResult>(
this OrganizationServiceContext service,
OrganizationRequest request,
Func <TResponse, TResult> selector)
where TResponse : OrganizationResponse
{
var response = service.Execute <TResponse>(request);
return(response != null?selector(response) : default(TResult));
}
/// <summary>
/// Retrieve EntityMetadata
/// </summary>
/// <param name="serviceContext">OrganizationServiceContext</param>
/// <returns>EntityMetadata</returns>
private EntityMetadata GetRelatedEntityMetadata(OrganizationServiceContext serviceContext)
{
var metadataRequest = new RetrieveEntityRequest()
{
EntityFilters = EntityFilters.All,
LogicalName = LogicalName,
RetrieveAsIfPublished = false
};
return(((RetrieveEntityResponse)serviceContext.Execute(metadataRequest)).EntityMetadata);
}
internal static EntityMetadata GetIncidentMetadata(OrganizationServiceContext serviceContext)
{
var retrieveAttributeRequest = new RetrieveEntityRequest
{
LogicalName = "incident", EntityFilters = EntityFilters.Attributes
};
var response = (RetrieveEntityResponse)serviceContext.Execute(retrieveAttributeRequest);
return(response.EntityMetadata);
}
/// <summary>
/// Adds Content Access Level and Product Filtering to fetch
/// </summary>
/// <param name="annotation">Annotation</param>
/// <param name="context">Context</param>
/// <param name="contentAccessLevelProvider">content Access Level Provider</param>
/// <param name="productAccessProvider">product Access Provider</param>
private bool AssertKnowledgeArticleCalAndProductFiltering(Entity annotation, OrganizationServiceContext context, ContentAccessLevelProvider contentAccessLevelProvider, ProductAccessProvider productAccessProvider)
{
if (!contentAccessLevelProvider.IsEnabled() & !productAccessProvider.IsEnabled())
{
// If CAL and Product Filtering is not enabled then we must not restrict access to the article. This will also eliminate an unnecessary knowledge article query.
return(true);
}
var entityReference = annotation.GetAttributeValue <EntityReference>("objectid");
var fetch = new Fetch();
var knowledgeArticleFetch = new FetchEntity("knowledgearticle")
{
Filters = new List <Filter>
{
new Filter
{
Type = LogicalOperator.And,
Conditions = new List <Condition>
{
new Condition("knowledgearticleid", ConditionOperator.Equal, entityReference.Id)
}
}
},
Links = new List <Link>()
};
fetch.Entity = knowledgeArticleFetch;
// Apply Content Access Level filtering. If it is not enabled the fetch will not be modified
contentAccessLevelProvider.TryApplyRecordLevelFiltersToFetch(CrmEntityPermissionRight.Read, fetch);
// Apply Product filtering. If it is not enabled the fetch will not be modified.
productAccessProvider.TryApplyRecordLevelFiltersToFetch(CrmEntityPermissionRight.Read, fetch);
var kaResponse = (RetrieveMultipleResponse)context.Execute(fetch.ToRetrieveMultipleRequest());
var isValid = kaResponse.EntityCollection.Entities.Any();
if (isValid)
{
if (FeatureCheckHelper.IsFeatureEnabled(FeatureNames.TelemetryFeatureUsage))
{
PortalFeatureTrace.TraceInstance.LogFeatureUsage(FeatureTraceCategory.Note, HttpContext.Current, "TryCreateHandler CAL/PF passed", 1, annotation.ToEntityReference(), "read");
}
return(true);
}
if (FeatureCheckHelper.IsFeatureEnabled(FeatureNames.TelemetryFeatureUsage))
{
PortalFeatureTrace.TraceInstance.LogFeatureUsage(FeatureTraceCategory.Note, HttpContext.Current, "TryCreateHandler CAL/PF failed", 1, annotation.ToEntityReference(), "read");
}
return(false);
}
private static IDictionary <string, EntityMetadata> GetEntityDictionary(OrganizationServiceContext serviceContext)
{
var response = (RetrieveMetadataChangesResponse)serviceContext.Execute(new RetrieveMetadataChangesRequest
{
Query = new EntityQueryExpression
{
Properties = new MetadataPropertiesExpression("LogicalName"),
}
});
return(response.EntityMetadata.ToDictionary(e => e.LogicalName, StringComparer.OrdinalIgnoreCase));
}
public static EntityMetadata GetEntityMetadata(OrganizationServiceContext serviceContext, string entityLogicalName)
{
var retrieveAttributeRequest = new RetrieveEntityRequest
{
LogicalName = entityLogicalName,
EntityFilters = EntityFilters.Attributes
};
var response = (RetrieveEntityResponse)serviceContext.Execute(retrieveAttributeRequest);
return(response.EntityMetadata);
}
/// <summary>
/// Retrieve the label of an Option Set value.
/// </summary>
/// <param name="context"></param>
/// <param name="entityLogicalName"></param>
/// <param name="attributeLogicalName"></param>
/// <param name="value"></param>
/// <param name="languageCode"></param>
/// <returns>Label of the Option Set value.</returns>
public static string GetOptionSetLabelByValue(OrganizationServiceContext context, string entityLogicalName, string attributeLogicalName, int value, int?languageCode)
{
if (string.IsNullOrEmpty(entityLogicalName) || string.IsNullOrEmpty(attributeLogicalName))
{
return(string.Empty);
}
string cachedLabel;
var cachedItemToFind = string.Format("{0}:{1}:{2}", entityLogicalName, attributeLogicalName, value);
if (OptionSetLabelCache.TryGetValue(cachedItemToFind, out cachedLabel))
{
return(cachedLabel);
}
var retrieveAttributeRequest = new RetrieveAttributeRequest
{
EntityLogicalName = entityLogicalName,
LogicalName = attributeLogicalName
};
var retrieveAttributeResponse = (RetrieveAttributeResponse)context.Execute(retrieveAttributeRequest);
var retrievedPicklistAttributeMetadata = (EnumAttributeMetadata)retrieveAttributeResponse.AttributeMetadata;
var option = retrievedPicklistAttributeMetadata.OptionSet.Options.FirstOrDefault(o => o.Value == value);
if (option == null)
{
return(string.Empty);
}
var label = option.Label.GetLocalizedLabelString();
if (languageCode != null)
{
foreach (var item in option.Label.LocalizedLabels.Where(item => item.LanguageCode == languageCode))
{
label = item.Label;
break;
}
}
if (option.Value.HasValue)
{
OptionSetLabelCache[cachedItemToFind] = label;
}
return(label);
}
public static string GetOptionSetValueLabel(this OrganizationServiceContext serviceContext, string entityLogicalName,
string attributeLogicalName, int?optionSetValue, int?languageCode)
{
if (serviceContext == null)
{
throw new ArgumentNullException("serviceContext");
}
if (entityLogicalName == null)
{
throw new ArgumentNullException("entityLogicalName");
}
if (attributeLogicalName == null)
{
throw new ArgumentNullException("attributeLogicalName");
}
if (optionSetValue == null)
{
return(null);
}
var response = (RetrieveAttributeResponse)serviceContext.Execute(new RetrieveAttributeRequest
{
EntityLogicalName = entityLogicalName,
LogicalName = attributeLogicalName,
});
if (response == null)
{
return(null);
}
var enumMetadata = response.AttributeMetadata as EnumAttributeMetadata;
if (enumMetadata == null)
{
return(null);
}
var option = enumMetadata.OptionSet.Options.FirstOrDefault(o => o.Value == optionSetValue.Value);
if (option == null)
{
return(string.Empty);
}
var localizedLabel = option.Label.LocalizedLabels.FirstOrDefault(l => l.LanguageCode == (languageCode ?? 0));
var label = localizedLabel == null?option.Label.GetLocalizedLabelString() : localizedLabel.Label;
return(label);
}
private static bool TryAssertPortalCommentPermission(OrganizationServiceContext context, CrmEntityPermissionProvider entityPermissionProvider, CrmEntityPermissionRight right, EntityReference target)
{
var response = context.Execute <RetrieveResponse>(new RetrieveRequest
{
Target = target,
ColumnSet = new ColumnSet("regardingobjectid"),
});
var regarding = response.Entity.GetAttributeValue <EntityReference>("regardingobjectid");
return(regarding != null &&
entityPermissionProvider.TryAssert(context, right, target, regarding: regarding));
}
/// <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 bool FindAndDeactivateEntity(DateTime date)
{
using (var orgContext = new OrganizationServiceContext(this.service))
{
var currencyFromCrm = (from i in orgContext.CreateQuery<sl_ExchangeRate>()
where i.sl_RelevanceDate < date.ToUniversalTime().AddHours(_ToCrmUTCDate)
&& i.statecode == sl_ExchangeRateState.Active
select i).ToList();
if (currencyFromCrm.Count == 0)
{
return true;
}
// деактивация устаревших курсов State = Close
foreach (var item in currencyFromCrm)
{
SetStateRequest deactivateRequest = new SetStateRequest()
{
EntityMoniker = new EntityReference(sl_ExchangeRate.EntityLogicalName, item.Id),
State = new OptionSetValue(1),
Status = new OptionSetValue(-1)
};
orgContext.Execute(deactivateRequest);
}
return true;
}
}
private bool FindAndDeactivateEntity(DateTime date)
{
using (var orgContext = new OrganizationServiceContext(this.service))
{
var currencyFromCrm = (from i in orgContext.CreateQuery<new_exchangerates>()
where i.new_date < date
&& i.statecode == new_exchangeratesState.Active
select i).ToList();
if (currencyFromCrm.Count == 0)
{
return false;
}
// деактивация устаревших курсов State = Close
foreach (var item in currencyFromCrm)
{
SetStateRequest deactivateRequest = new SetStateRequest()
{
EntityMoniker = new EntityReference(new_exchangerates.EntityLogicalName, item.Id),
State = new OptionSetValue(1),
Status = new OptionSetValue(-1)
};
orgContext.Execute(deactivateRequest);
}
return true;
}
}
