public static OrganizationServiceProxy Connect()
{
ConnectionStringSettings settings = ConfigurationManager.ConnectionStrings["CRM"];
if (settings == null)
throw new ConfigurationException("No CRM Connection String was found.");
Uri uri = new Uri(settings.ConnectionString);
ClientCredentials credentials = null;
string user = ConfigurationManager.AppSettings["User"];
string password = ConfigurationManager.AppSettings["Password"];
if (!string.IsNullOrWhiteSpace(user))
{
credentials = new ClientCredentials();
credentials.UserName.UserName = "";
credentials.UserName.Password = "";
}
OrganizationServiceProxy proxy = new OrganizationServiceProxy(uri, null, credentials, null);
proxy.EnableProxyTypes(typeof(Toyota.Tsusho.CRM.API.Contact).Assembly);
return proxy;
}
public CrmServiceFactory()
{
Uri organizationUri = GetOrganizationUri();
if (string.IsNullOrWhiteSpace(CrmConnectorSection.Instance.UserName))
throw new CrmException("A value must be supplied for username in the <crmFramework> section in web.config");
if (string.IsNullOrWhiteSpace(CrmConnectorSection.Instance.Password))
throw new CrmException("A value must be supplied for password in the <crmFramework> section in web.config");
if (string.IsNullOrWhiteSpace(CrmConnectorSection.Instance.Domain))
throw new CrmException("A value must be supplied for domain in the <crmFramework> section in web.config");
IServiceManagement<IOrganizationService> serviceManagement = ServiceConfigurationFactory.CreateManagement<IOrganizationService>(organizationUri);
ClientCredentials clientCredentials = new ClientCredentials();
clientCredentials.Windows.ClientCredential = CredentialCache.DefaultNetworkCredentials;
clientCredentials.Windows.AllowedImpersonationLevel = System.Security.Principal.TokenImpersonationLevel.Impersonation;
clientCredentials.UserName.UserName = string.Format("{0}@{1}", CrmConnectorSection.Instance.UserName, CrmConnectorSection.Instance.Domain);
clientCredentials.UserName.Password = CrmConnectorSection.Instance.Password;
OrganizationServiceProxy organizationServiceProxy = new OrganizationServiceProxy(
serviceManagement,
clientCredentials);
organizationServiceProxy.EnableProxyTypes();
_organizationServiceProxy = organizationServiceProxy;
}
public void conUpdate(Microsoft.Crm.Sdk.Samples.ServerConnection.Configuration serverconfig, ArrayList data)
{
try
{
using (_serviceProxy = Microsoft.Crm.Sdk.Samples.ServerConnection.GetOrganizationProxy(serverconfig))
{
String a_id = (String)data[0];
Guid _contactId = new Guid(a_id);
_serviceProxy.EnableProxyTypes();
_service = (IOrganizationService)_serviceProxy;
Contact contactToUpdate = new Contact
{
FirstName = (String)data[1],
EMailAddress1 = (String)data[2],
Address1_City = (String)data[3],
Address1_Country = (String)data[4],
Address1_Latitude = Convert.ToDouble(data[5]),
Address1_Longitude = Convert.ToDouble(data[6]),
ContactId = _contactId
};
_service.Update(contactToUpdate);
}
}
catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>)
{
throw;
}
}
/// <summary>
/// Run the sample.
/// </summary>
/// <param name="serverConfig">configuration for the server.</param>
/// <param name="promptToDelete">
/// whether or not to prompt the user to delete created records.
/// </param>
public void Run(ServerConnection.Configuration serverConfig, bool promptToDelete)
{
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,
serverConfig.Credentials, serverConfig.DeviceCredentials))
{
using (_context = new ServiceContext(_serviceProxy))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
// This statments checks whether Standard Email templates are present
var emailTemplateId = (
from emailTemplate in _context.TemplateSet
where emailTemplate.Title == "Contact Reconnect"
select emailTemplate.Id
).FirstOrDefault();
if (emailTemplateId != Guid.Empty)
{
CreateRequiredRecords();
// Perform the bulk delete. If you want to perform a recurring delete
// operation, then leave this as it is. Otherwise, pass in false as the
// first parameter.
PerformBulkDelete(true, promptToDelete);
}
else
{
throw new ArgumentException("Standard Email Templates are missing");
}
}
}
}
public void Run(ServerConnection.Configuration serverConfig, string solutionPath)
{
try
{
using (OrganizationServiceProxy _serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri, serverConfig.Credentials, serverConfig.DeviceCredentials))
{
byte[] data = File.ReadAllBytes(solutionPath);
Guid importId = Guid.NewGuid();
Console.WriteLine("\n Importing solution {0} into Server {1}.", solutionPath, serverConfig.OrganizationUri);
_serviceProxy.EnableProxyTypes();
ImportSolutionRequest importSolutionRequest = new ImportSolutionRequest()
{
CustomizationFile = data,
ImportJobId = importId
};
ThreadStart starter = () =>ProgressReport(serverConfig, importId);
Thread t = new Thread(starter);
t.Start();
_serviceProxy.Execute(importSolutionRequest);
Console.Write("Solution {0} successfully imported into {1}", solutionPath, serverConfig.OrganizationUri);
}
}
catch (Exception ex)
{
}
}
protected XrmServiceContext CreateXrmServiceContext(MergeOption? mergeOption = null)
{
//string organizationUri = ConfigurationManager.AppSettings["CRM_OrganisationUri"];
string organizationUri = "https://existornest2.api.crm4.dynamics.com/XRMServices/2011/Organization.svc";
IServiceManagement<IOrganizationService> OrganizationServiceManagement = ServiceConfigurationFactory.CreateManagement<IOrganizationService>(new Uri(organizationUri));
AuthenticationProviderType OrgAuthType = OrganizationServiceManagement.AuthenticationType;
AuthenticationCredentials authCredentials = GetCredentials(OrgAuthType);
AuthenticationCredentials tokenCredentials = OrganizationServiceManagement.Authenticate(authCredentials);
OrganizationServiceProxy organizationProxy = null;
SecurityTokenResponse responseToken = tokenCredentials.SecurityTokenResponse;
if (ConfigurationManager.AppSettings["CRM_AuthenticationType"] == "ActiveDirectory")
{
using (organizationProxy = new OrganizationServiceProxy(OrganizationServiceManagement, authCredentials.ClientCredentials))
{
organizationProxy.EnableProxyTypes();
}
}
else
{
using (organizationProxy = new OrganizationServiceProxy(OrganizationServiceManagement, responseToken))
{
organizationProxy.EnableProxyTypes();
}
}
IOrganizationService service = (IOrganizationService)organizationProxy;
var context = new XrmServiceContext(service);
if (context != null && mergeOption != null) context.MergeOption = mergeOption.Value;
return context;
}
/// <summary>
/// Create and configure the organization service proxy.
/// Initiate the method to create any data that this sample requires.
/// Delete a new queue instance.
/// Optionally delete any entity records that were created for this sample.
/// <param name="serverConfig">Contains server connection information.</param>
/// <param name="promptforDelete">When True, the user will be prompted to delete all
/// created entities.</param>
/// </summary>
public void Run(ServerConnection.Configuration serverConfig, bool promptforDelete)
{
try
{
// 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();
CreateRequiredRecords();
//<snippetDeleteQueue1>
// Delete the queue instance.
_serviceProxy.Delete(Queue.EntityLogicalName, _queueId);
//</snippetDeleteQueue1>
Console.WriteLine("Deleted a queue instance.");
}
}
// 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;
}
}
/// <summary>
/// Create and configure the organization service proxy.
/// Call the method to create any data that this sample requires.
/// Query the connections.
/// Optionally delete any entity records that were created for this sample.
/// </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
{
// 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();
// Call the method to create any data that this sample requires.
CreateRequiredRecords();
//<snippetQueryConnections1>
// This query retrieves all connections this contact is part of.
QueryExpression query = new QueryExpression
{
EntityName = Connection.EntityLogicalName,
ColumnSet = new ColumnSet("connectionid"),
Criteria = new FilterExpression
{
FilterOperator = LogicalOperator.And,
Conditions =
{
// You can safely query against only record1id or
// record2id - CRM will find all connections this
// entity is a part of either way.
new ConditionExpression
{
AttributeName = "record1id",
Operator = ConditionOperator.Equal,
Values = { _contactId }
}
}
}
};
EntityCollection results = _serviceProxy.RetrieveMultiple(query);
// TODO: Here you could do a variety of tasks with the
// connections retrieved, such as listing the connected entities,
// finding reciprocal connections, etc.
//</snippetQueryConnections1>
Console.WriteLine("Retrieved {0} connectionrole instances.", results.Entities.Count);
DeleteRequiredRecords(promptForDelete);
}
}
// 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;
}
}
/// <summary>
/// This method first connects to the Organization service. Afterwards,
/// it creates a system user account with a given active directory account.
/// Note: Creating a user is only supported in an on-premises/active directory environment.
/// </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
{
//<snippetCreateAUser1>
// Connect to the Organization service.
// The using statement assures that the service proxy is properly disposed.
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,
serverConfig.Credentials, serverConfig.DeviceCredentials))
{
_serviceProxy.EnableProxyTypes();
CreateRequiredRecords();
// Retrieve the default business unit needed to create the user.
QueryExpression businessUnitQuery = new QueryExpression
{
EntityName = BusinessUnit.EntityLogicalName,
ColumnSet = new ColumnSet("businessunitid"),
Criteria =
{
Conditions =
{
new ConditionExpression("parentbusinessunitid",
ConditionOperator.Null)
}
}
};
BusinessUnit defaultBusinessUnit = _serviceProxy.RetrieveMultiple(
businessUnitQuery).Entities[0].ToEntity<BusinessUnit>();
//Create a new system user.
SystemUser user = new SystemUser
{
DomainName = _domain + _userName,
FirstName = _firstName,
LastName = _lastName,
BusinessUnitId = new EntityReference
{
LogicalName = BusinessUnit.EntityLogicalName,
Name = BusinessUnit.EntityLogicalName,
Id = defaultBusinessUnit.Id
}
};
Guid userId = _serviceProxy.Create(user);
Console.WriteLine("Created a system user {0} for '{1}, {2}'", userId, _lastName, _firstName);
}
//</snippetCreateAUser1>
}
// 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;
}
}
/// <summary>
/// This method first connects to the Organization service. Afterwards,
/// basic create, retrieve, update, and delete entity 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
{
// 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();
//<snippetQueryByAttribute1>
// Create query using QueryByAttribute.
QueryByAttribute querybyattribute = new QueryByAttribute("account");
querybyattribute.ColumnSet = new ColumnSet("name", "address1_city", "emailaddress1");
// Attribute to query.
querybyattribute.Attributes.AddRange("address1_city");
// Value of queried attribute to return.
querybyattribute.Values.AddRange("Redmond");
// Query passed to service proxy.
EntityCollection retrieved = _service.RetrieveMultiple(querybyattribute);
System.Console.WriteLine("Query Using QueryByAttribute");
System.Console.WriteLine("===============================");
// Iterate through returned collection.
foreach (var c in retrieved.Entities)
{
System.Console.WriteLine("Name: " + c.Attributes["name"]);
if( c.Attributes.Contains("address1_city") )
System.Console.WriteLine("Address: " + c.Attributes["address1_city"]);
if( c.Attributes.Contains("emailaddress1") )
System.Console.WriteLine("E-mail: " + c.Attributes["emailaddress1"]);
}
System.Console.WriteLine("===============================");
//</snippetQueryByAttribute1>
DeleteRequiredRecords(promptforDelete);
}
}
// 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;
}
}
/// <summary>
/// Create and configure the organization service proxy.
/// Create a team, a queue and a role.
/// Add read queue privileges to the role.
/// Assign the role to the team so that they can read the queue.
/// Assign the queue to the team.
/// Optionally delete any entity records that were created for this sample.
// </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
{
// 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;
// Call the method to create any data that this sample requires.
CreateRequiredRecords();
//<snippetAssociateDisassociate1>
// Associate the accounts to the contact record.
// Create a collection of the entities that will be
// associated to the contact.
EntityReferenceCollection relatedEntities = new EntityReferenceCollection();
relatedEntities.Add(new EntityReference(Account.EntityLogicalName, _account1Id));
relatedEntities.Add(new EntityReference(Account.EntityLogicalName, _account2Id));
relatedEntities.Add(new EntityReference(Account.EntityLogicalName, _account3Id));
// Create an object that defines the relationship between the contact and account.
Relationship relationship = new Relationship("account_primary_contact");
//Associate the contact with the 3 accounts.
_service.Associate(Contact.EntityLogicalName, _contactId, relationship,
relatedEntities);
Console.WriteLine("The entities have been associated.");
//Disassociate the records.
_service.Disassociate(Contact.EntityLogicalName, _contactId, relationship,
relatedEntities);
//</snippetAssociateDisassociate1>
Console.WriteLine("The entities have been disassociated.");
DeleteRequiredRecords(promptForDelete);
}
}
// 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;
}
}
/// <summary>
/// This method first creates a new currency within the system, setting its
/// exchange rate to a pre-defined value. It then issues a
/// RetrieveExchangeRateRequest to get the exchange rate from the created
/// currency to the organization's base currency. Finally, it retrieves the
/// organization's base currency and displays the conversion rate.
/// </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
{
//<snippetTransactionCurrencyExchangeRate1>
// 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))
// using the service context makes retrieving entities easier
using (_context = new ServiceContext(_serviceProxy))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
String currentOrganizatoinUniqueName = GetCurrentOrganizationName(serverConfig);
CreateRequiredRecords();
RetrieveExchangeRateRequest request = new RetrieveExchangeRateRequest()
{
TransactionCurrencyId = _currency.Id
};
RetrieveExchangeRateResponse response =
(RetrieveExchangeRateResponse)_serviceProxy.Execute(request);
Console.WriteLine(" Retrieved exchange rate for created currency");
// get the base currency for the current org
var baseCurrencyName =
(from currency in _context.TransactionCurrencySet
join org in _context.OrganizationSet
on currency.Id equals org.BaseCurrencyId.Id
where org.Name == currentOrganizatoinUniqueName
select currency.CurrencyName).FirstOrDefault();
Console.WriteLine(" This organization's base currency is {0}",
baseCurrencyName);
Console.WriteLine(
" The conversion from {0} -> {1} is {2}",
_currency.CurrencyName,
baseCurrencyName,
response.ExchangeRate);
DeleteRequiredRecords(promptforDelete);
}
//</snippetTransactionCurrencyExchangeRate1>
}
// 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;
}
}
/// <summary>
/// Demonstrates how to programmatically install and uninstall the Microsoft
/// Dynamics CRM sample data records.
/// </summary>
/// <param name="serverConfig">Contains server connection information.</param>
/// <param name="promptforDelete">Not applicable for this sample.</param>
public void Run(ServerConnection.Configuration serverConfig, bool promptforDelete)
{
try
{
// 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();
//<snippetImportOrRemoveSampleData1>
// Prompt user to install/uninstall sample data.
Console.WriteLine("Would you like to:");
Console.WriteLine("1) Install sample data for Microsoft Dynamics CRM?");
Console.WriteLine("2) Uninstall sample data for Microsoft Dynamics CRM?");
Console.Write("Press [1] to Install, [2] to Uninstall: ");
String answer = Console.ReadLine();
// Update the sample data based on the user's response.
switch (answer)
{
case "1":
Console.WriteLine("Installing sample data...");
InstallSampleDataRequest request =
new InstallSampleDataRequest();
InstallSampleDataResponse response =
(InstallSampleDataResponse)_serviceProxy.Execute(request);
Console.WriteLine("Sample data successfully installed.");
break;
case "2":
Console.WriteLine("Uninstalling sample data...");
UninstallSampleDataRequest request2 =
new UninstallSampleDataRequest();
UninstallSampleDataResponse response2 =
(UninstallSampleDataResponse)_serviceProxy.Execute(request2);
Console.WriteLine("Sample data successfully uninstalled.");
break;
default:
Console.WriteLine("Neither option was selected. No changes have been made to your records.");
break;
}
}
//</snippetImportOrRemoveSampleData1>
}
// 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;
}
}
/// <summary>
/// This method first connects to the Organization service.
/// Initiate method to create any entity records that this sample requires.
/// Retrieves new owner's details.
/// Update the queue item record to assign it to new owner.
/// Optionally delete any entity records that were created for this sample.
/// <para name="organizationFriendlyName">The friendly name of the
/// target organization.</para>
/// <para name="discoveryServer">The name of the discovery server.</para>
/// <param name="promptForDelete">Indicates whether to prompt the user to
/// delete the records created in this sample.</param>
/// </summary>
public void Run(ServerConnection.Configuration serverConfig, bool promptForDelete)
{
try
{
// 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();
// Call the method to create any data that this sample requires.
CreateRequiredRecords();
//<snippetAssignQueueItemWorker1>
// Retrieve the current user information.
WhoAmIRequest whoAmIRequest = new WhoAmIRequest();
WhoAmIResponse whoAmIResponse = (WhoAmIResponse)_serviceProxy.Execute(
whoAmIRequest);
ColumnSet columnSet = new ColumnSet("fullname");
SystemUser currentUser = (SystemUser)_serviceProxy.Retrieve(
SystemUser.EntityLogicalName,
whoAmIResponse.UserId, columnSet);
String currentUserName = currentUser.FullName;
_userId = currentUser.Id;
// Create an instance of an existing queueitem in order to specify
// the user that will be working on it using PickFromQueueRequest.
PickFromQueueRequest pickFromQueueRequest = new PickFromQueueRequest
{
QueueItemId = _queueItemId,
WorkerId = _userId
};
_serviceProxy.Execute(pickFromQueueRequest);
//</snippetAssignQueueItemWorker1>
Console.WriteLine("The letter queue item is queued for new owner {0}.",
currentUserName);
DeleteRequiredRecords(promptForDelete);
}
}
// 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;
}
}
/// <summary>
/// Run the sample.
/// </summary>
/// <param name="serverConfig">configuration for the server.</param>
/// <param name="promptToDelete">
/// whether or not to prompt the user to delete created records.
/// </param>
public void Run(ServerConnection.Configuration serverConfig, bool promptToDelete)
{
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,
serverConfig.Credentials, serverConfig.DeviceCredentials))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
PerformBulkDeleteBackup();
DeleteRequiredRecords(promptToDelete);
}
}
internal static IOrganizationService GetOrganizationProxy(string serverBaseUrl, string domain, string user, string password)
{
IServiceConfiguration<IOrganizationService> orgServiceConfiguration =
ServiceConfigurationFactory.CreateConfiguration<IOrganizationService>(
new Uri(String.Format("{0}/XRMServices/2011/Organization.svc", serverBaseUrl))
);
ClientCredentials credentials = new ClientCredentials();
credentials.Windows.ClientCredential = new System.Net.NetworkCredential(user, password, domain);
OrganizationServiceProxy organizationServiceProxy = new OrganizationServiceProxy(orgServiceConfiguration, credentials);
organizationServiceProxy.EnableProxyTypes();
return organizationServiceProxy;
}
protected XrmServiceContext CreateXrmServiceContext(MergeOption? mergeOption = null)
{
string organizationUri = ConfigurationManager.AppSettings["organizationUri"];
//IServiceManagement<IOrganizationService> OrganizationServiceManagement = null;
//AuthenticationProviderType OrgAuthType;
//AuthenticationCredentials authCredentials = null;
//AuthenticationCredentials tokenCredentials = null;
//OrganizationServiceProxy organizationProxy = null;
//SecurityTokenResponse responseToken = null;
//try
//{
// OrganizationServiceManagement = ServiceConfigurationFactory.CreateManagement<IOrganizationService>(new Uri(organizationUri));
// OrgAuthType = OrganizationServiceManagement.AuthenticationType;
// authCredentials = GetCredentials(OrgAuthType);
// tokenCredentials = OrganizationServiceManagement.Authenticate(authCredentials);
// organizationProxy = null;
// responseToken = tokenCredentials.SecurityTokenResponse;
//}
//catch
//{
//}
IServiceManagement<IOrganizationService> OrganizationServiceManagement = ServiceConfigurationFactory.CreateManagement<IOrganizationService>(new Uri(organizationUri));
AuthenticationProviderType OrgAuthType = OrganizationServiceManagement.AuthenticationType;
AuthenticationCredentials authCredentials = GetCredentials(OrgAuthType);
AuthenticationCredentials tokenCredentials = OrganizationServiceManagement.Authenticate(authCredentials);
OrganizationServiceProxy organizationProxy = null;
SecurityTokenResponse responseToken = tokenCredentials.SecurityTokenResponse;
if (ConfigurationManager.AppSettings["CRM_AuthenticationType"] == "ActiveDirectory")
{
using (organizationProxy = new OrganizationServiceProxy(OrganizationServiceManagement, authCredentials.ClientCredentials))
{
organizationProxy.EnableProxyTypes();
}
}
else
{
using (organizationProxy = new OrganizationServiceProxy(OrganizationServiceManagement, responseToken))
{
organizationProxy.EnableProxyTypes();
}
}
IOrganizationService service = (IOrganizationService)organizationProxy;
var context = new XrmServiceContext(service);
if (context != null && mergeOption != null) context.MergeOption = mergeOption.Value;
return context;
}
/// <summary>
/// Create and configure the organization service proxy.
/// Initiate creating all entity records that this sample requires.
/// Create a bundle record.
/// Add products to a bundle.
/// Optionally delete any entity records that were created for this sample.
/// </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
{
// Connect to the Organization service.
// The using statement assures that the service proxy will be properly disposed.
using (_serviceProxy = ServerConnection.GetOrganizationProxy(serverConfig))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
// Call the method to create any data that this sample requires.
CreateRequiredRecords();
//<snippetAddProductstoBundle1>
// Add products to a bundle
ProductAssociation newAssociation1 = new ProductAssociation
{
AssociatedProduct = new EntityReference(Product.EntityLogicalName, _product1Id),
ProductId = new EntityReference(Product.EntityLogicalName, _bundleId),
Quantity = new decimal(15),
ProductIsRequired = new OptionSetValue(0), // Adding this as an optional product
UoMId = new EntityReference(UoM.EntityLogicalName, unit.Id)
};
_product1AssociationId = _serviceProxy.Create(newAssociation1);
ProductAssociation newAssociation2 = new ProductAssociation
{
AssociatedProduct = new EntityReference(Product.EntityLogicalName, _product2Id),
ProductId = new EntityReference(Product.EntityLogicalName, _bundleId),
Quantity = new decimal(20),
ProductIsRequired = new OptionSetValue(1), // Adding this as a mandatory product
UoMId = new EntityReference(UoM.EntityLogicalName, unit.Id),
};
_product2AssociationId = _serviceProxy.Create(newAssociation2);
// Verify if the product association is created
if ((_product1AssociationId != null) && (_product1AssociationId != null))
{
Console.WriteLine("\nAdded both the products to the bundle");
}
//</snippetAddProductstoBundle1>
DeleteRequiredRecords(promptForDelete);
}
}
catch
{
// You can handle an exception here or pass it back to the calling method.
throw;
}
}
/// <summary>
/// Create and configure the organization service proxy.
/// Retrieve the history limit of a report.
/// Optionally delete any entity records that were created for this sample.
/// </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
{
// 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();
// Call the method to create any data that this sample requires.
CreateRequiredRecords();
//<snippetGetReportHistoryLimit1>
// Query for an an existing report: Account Overview. This is a default report in Microsoft Dynamics CRM.
QueryByAttribute reportQuery = new QueryByAttribute(Report.EntityLogicalName);
reportQuery.AddAttributeValue("name", "Account Overview");
reportQuery.ColumnSet = new ColumnSet("reportid");
// Get the report.
EntityCollection retrieveReports = _serviceProxy.RetrieveMultiple(reportQuery);
// Convert retrieved Entity to a report
Report retrievedReport = (Report)retrieveReports.Entities[0];
Console.WriteLine("Retrieved the 'Account Overview' report.");
// Use the Download Report Definition message.
GetReportHistoryLimitRequest reportHistoryRequest = new GetReportHistoryLimitRequest
{
ReportId = retrievedReport.ReportId.Value
};
GetReportHistoryLimitResponse reportHistoryResponse = (GetReportHistoryLimitResponse)_serviceProxy.Execute(reportHistoryRequest);
// Access the history limit data
int historyLimit = reportHistoryResponse.HistoryLimit;
Console.WriteLine("The report history limit is {0}.", historyLimit);
//</snippetGetReportHistoryLimit1>
}
}
// 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;
}
}
/// <summary>
/// Create and configure the organization service proxy.
/// Retrieve organization-owned visualizations.
/// Optionally delete any entity records that were created for this sample.
/// </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
{
// 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();
//<snippetRetrieveVisualizationsAttachedToAnEntity1>
// Create a query for retrieving all organization-owned visualizations
// that are attached to the account entity.
QueryExpression mySavedQuery = new QueryExpression
{
EntityName = SavedQueryVisualization.EntityLogicalName,
ColumnSet = new ColumnSet("name"),
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression
{
AttributeName = "primaryentitytypecode",
Operator = ConditionOperator.Equal,
Values = {Account.EntityLogicalName}
}
}
}
};
// Retrieve a collection of organization-owned visualizations that are attached to the account entity.
DataCollection<Entity> results = _serviceProxy.RetrieveMultiple(mySavedQuery).Entities;
// Display the names of the retrieved organization-owned visualizations.
Console.WriteLine("Retrieved the following visualizations for the Account entity:");
foreach (Entity entity in results)
{
SavedQueryVisualization orgVisualization = (SavedQueryVisualization)entity;
Console.WriteLine("{0}", orgVisualization.Name);
}
//</snippetRetrieveVisualizationsAttachedToAnEntity1>
}
}
// 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;
}
}
public IOrganizationService Connect()
{
var creds = new ClientCredentials();
creds.UserName.UserName = UserName;
creds.UserName.Password = Password;
ServicePointManager.ServerCertificateValidationCallback = delegate(object s, X509Certificate certificate, X509Chain chain, SslPolicyErrors sslPolicyErrors) { return true; };
OrganizationServiceProxy serviceProxy = new OrganizationServiceProxy(new Uri(@"https://ukraine.crm.softlinegroup.com/XrmServices/2011/Organization.svc"), null, creds, null);
serviceProxy.EnableProxyTypes();
serviceProxy.Authenticate();
return (IOrganizationService)serviceProxy;
}
/// <summary>
/// This method first connects to the organization service. Afterwards,
/// auditing is enabled on the organization, account entity, and a couple
/// of attributes.
/// </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)
{
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,serverConfig.Credentials, serverConfig.DeviceCredentials))
{
// This statement is required to enable early bound type support.
_serviceProxy.EnableProxyTypes();
// Log the start time to ensure deletion of records created during execution.
_executionDate = DateTime.Today;
ImportRecords();
DeleteRequiredRecords(promptforDelete);
}
}
public void Run(ServerConnection.Configuration serverConfig,
bool promptforDelete)
{
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,serverConfig.Credentials, serverConfig.DeviceCredentials))
{
// This statement is required to enable early bound type support.
_serviceProxy.EnableProxyTypes();
CreateRequiredRecords();
CreateMarketingList();
DistributeCampaign();
DeleteRecords(promptforDelete);
}
}
private void Connect(string server, string org)
{
string url = "http://" + server + "/" + org + "/XRMServices/2011/Organization.svc";
Uri OrganizationUri = new Uri(url);
ClientCredentials Credentials = new ClientCredentials();
Credentials.Windows.ClientCredential = CredentialCache.DefaultNetworkCredentials;
serviceproxy = new OrganizationServiceProxy(OrganizationUri, null, Credentials, null);
serviceproxy.EnableProxyTypes();
service = (IOrganizationService)serviceproxy;
CheckConnection();
}
public void Run(ServerConnection.Configuration serverConfig,
bool promptforDelete)
{
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,serverConfig.Credentials, serverConfig.DeviceCredentials))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
CreateRequiredRecords();
DoQueryExpressionToFetchXmlConversion();
DoFetchXmlToQueryExpressionConversion();
DeleteRequiredRecords(promptforDelete);
}
}
/// <summary>
/// Create and configure the organization service proxy.
/// Initiate the method to create any data that this sample requires.
/// End the recurring appointment series.
/// Optionally delete any entity records that were created for this sample.
/// </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
{
// 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();
// Call the method to create any data that this sample requires.
CreateRequiredRecords();
//<snippetEndRecurringAppointmentSeries1>
// Retrieve a recurring appointment series
RecurringAppointmentMaster retrievedRecurringAppointmentSeries = (RecurringAppointmentMaster)_serviceProxy.Retrieve(RecurringAppointmentMaster.EntityLogicalName, _recurringAppointmentMasterId, new ColumnSet(true));
// Use the DeleteOpenInstances message to end the series to the
// last occurring past instance date w.r.t. the series end date
// (i.e., 20 days from today). Effectively, that means that the
// series will end after the third instance (day 14) as this
// instance is the last occuring past instance w.r.t the specified
// series end date (20 days from today).
// Also specify that the state of past instances (w.r.t. the series
// end date) be set to 'completed'.
DeleteOpenInstancesRequest endAppointmentSeries = new DeleteOpenInstancesRequest
{
Target = retrievedRecurringAppointmentSeries,
SeriesEndDate = DateTime.Today.AddDays(20),
StateOfPastInstances = (int)AppointmentState.Completed
};
_serviceProxy.Execute(endAppointmentSeries);
Console.WriteLine("The recurring appointment series has been ended after the third occurrence.");
//</snippetEndRecurringAppointmentSeries1>
DeleteRequiredRecords(promptForDelete);
}
}
// 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;
}
}
/// <summary>
/// Create and configure the organization service proxy.
/// Call the method to create any data that this sample requires.
/// Update the connectionrole instance.
/// Optionally delete any entity records that were created for this sample.
/// </summary>
public void Run(ServerConnection.Configuration serverConfig, bool promptForDelete)
{
try
{
// 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();
CreateRequiredRecords();
//<snippetUpdateConnectionRole1>
// Define some anonymous types to define the range
// of possible connection property values.
var Categories = new
{
Business = 1,
Family = 2,
Social = 3,
Sales = 4,
Other = 5
};
// Update the connectionrole instance.
ConnectionRole connectionRole = new ConnectionRole
{
ConnectionRoleId = _connectionRoleId,
Name = "Updated Connection Role",
Description = "This is an updated connection role.",
Category = new OptionSetValue(Categories.Other)
};
_serviceProxy.Update(connectionRole);
//</snippetUpdateConnectionRole1>
Console.WriteLine("Updated the connectionrole instance.");
DeleteRequiredRecords(promptForDelete);
}
}
// 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;
}
}
static void Main(string[] args)
{
//new Program().ss();
string UserName = @"softline\savchinvv";
string Password = @"IH@veToBeABoss";
var creds = new ClientCredentials();
creds.UserName.UserName = UserName;
creds.UserName.Password = Password;
ServicePointManager.ServerCertificateValidationCallback = delegate(object s, X509Certificate certificate, X509Chain chain, SslPolicyErrors sslPolicyErrors) { return true; };
OrganizationServiceProxy serviceProxy = new OrganizationServiceProxy(new Uri(@"http://msk02crm13web06/UkraineTest13/XRMServices/2011/Organization.svc"), null, creds, null);
serviceProxy.EnableProxyTypes();
serviceProxy.Authenticate();
var serviceCRM = (IOrganizationService)serviceProxy; ;
using (var orgContext = new OrganizationServiceContext(serviceCRM))
{
var ann = (from q in orgContext.CreateQuery<Annotation>()
select q).FirstOrDefault();
//if (!ann.IsDocument.Value || ann.ObjectId.LogicalName.ToLower() != "quote") return;
var tempFile = SaveFile(ann.FileName, ann.DocumentBody);
//Scopes for use with the Google Drive API
string[] scopes = new string[] { DriveService.Scope.Drive,
DriveService.Scope.DriveFile};
// here is where we Request the user to give us access, or use the Refresh Token that was previously stored in %AppData%
UserCredential credential =
GoogleWebAuthorizationBroker
.AuthorizeAsync(new ClientSecrets
{
ClientId = @"560656622534-clntle0fod1nerinp6tp9o0ovdnnq570.apps.googleusercontent.com"
,
ClientSecret = "zkYePr5TCLt9JwL9gSJGd5PZ",
}
, scopes
, Environment.UserName
, CancellationToken.None
, new FileDataStore("Daimto.GoogleDrive.Auth.Store")
).Result;
DriveService service = new DriveService(new BaseClientService.Initializer()
{
HttpClientInitializer = credential,
ApplicationName = "Drive API Sample",
});
var file = uploadFile(service, tempFile,"Drive");
}
}
private static IOrganizationService GetOrgService(ServerConnection serverConnection, bool reAuthenticate = false)
{
OrganizationServiceProxy serviceProxy;
ServerConnection.Configuration serverConfig = serverConnection.GetServerConfiguration(reAuthenticate);
// 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();
return (IOrganizationService)serviceProxy;
}
}
/// <summary>
/// Creates a sales order and shows how to close using the FulfillSalesOrderRequest
/// </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)
{
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,serverConfig.Credentials, serverConfig.DeviceCredentials))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
CreateCustomer();
CreateSalesOrder();
CloseSalesOrder();
DeleteRequiredRecords(promptforDelete);
}
}
/// <summary>
/// This method first connects to the Organization service. Afterwards,
/// basic LINQ queries 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
{
// Connect to the Organization service.
// The using statement assures that the service proxy will be properly disposed.
using (_serviceProxy = ServerConnection.GetOrganizationProxy(serverConfig))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
_service = (IOrganizationService)_serviceProxy;
CreateRequiredRecords();
// Create the ServiceContext object that will generate
// the IQueryable collections for LINQ calls.
ServiceContext svcContext = new ServiceContext(_service);
// Loop through all CRM account using the IQueryable interface
// on the ServiceContext object
//<snippetCreateALinqQuery1>
var accounts = from a in svcContext.AccountSet
select new Account
{
Name = a.Name,
Address1_County = a.Address1_County
};
System.Console.WriteLine("List all accounts in CRM");
System.Console.WriteLine("========================");
foreach (var a in accounts)
{
System.Console.WriteLine(a.Name + " " + a.Address1_County);
}
//</snippetCreateALinqQuery1>
System.Console.WriteLine();
System.Console.WriteLine("<End of Listing>");
System.Console.WriteLine();
//OUTPUT:
//List all accounts in CRM
//========================
//Fourth Coffee
//School of Fine Art Lake County
//Tailspin Toys King County
//Woodgrove Bank
//Contoso, Ltd. Saint Louis County
//<End of Listing>
System.Console.WriteLine();
// Retrieve all accounts owned by the user who has read access rights
// to the accounts and where the last name of the user is not Cannon.
//<snippetCreateALinqQuery2>
var queryAccounts = from a in svcContext.AccountSet
join owner in svcContext.SystemUserSet
on a.OwnerId.Id equals owner.SystemUserId
where owner.LastName != "Cannon"
select new Account
{
Name = a.Name,
Address1_City = a.Address1_City
};
System.Console.WriteLine("Accounts not owned by user w/ last name 'Cannon'");
System.Console.WriteLine("================================================");
foreach (var a in queryAccounts)
{
System.Console.WriteLine(a.Name + " " + a.Address1_County);
}
//</snippetCreateALinqQuery2>
System.Console.WriteLine();
System.Console.WriteLine("<End of Listing>");
System.Console.WriteLine();
//OUTPUT:
//Accounts not owned by user w/ last name 'Cannon'
//================================================
//Fourth Coffee
//School of Fine Art
//Tailspin Toys
//Woodgrove Bank
//Contoso, Ltd.
//<End of Listing>
System.Console.WriteLine();
// Return a count of all accounts which have a county specified
// in their address.
//<snippetCreateALinqQuery3>
int accountsWithCounty = (from a in svcContext.AccountSet
where (a.Address1_County != null)
select new Account
{
Name = a.Name,
Address1_City = a.Address1_City
}).ToArray().Count();
System.Console.Write("Number of accounts with a county specified: ");
System.Console.WriteLine(accountsWithCounty);
//</snippetCreateALinqQuery3>
System.Console.WriteLine();
//OUTPUT:
//Number of accounts with a county specified: 3
System.Console.WriteLine();
// Return a count of states in which we have an account. This
// uses the 'distinct' keyword which counts a state only one time.
//<snippetCreateALinqQuery4>
int statesWithAccounts = (from a in svcContext.AccountSet
where (a.Address1_StateOrProvince != null)
select a.Address1_StateOrProvince)
.Distinct().ToArray().Count();
System.Console.Write("Number of unique states that contain accounts: ");
System.Console.WriteLine(statesWithAccounts);
//</snippetCreateALinqQuery4>
System.Console.WriteLine();
//OUTPUT:
//Number of unique states that contain accounts: 3
System.Console.WriteLine();
// Return contacts where the city equals Redmond AND the first
// name is Joe OR John.
//<snippetCreateALinqQuery5>
var queryContacts = from c in svcContext.ContactSet
where (c.Address1_City == "Redmond") &&
(c.FirstName.Equals("Joe") ||
c.FirstName.Equals("John"))
select new Contact
{
FirstName = c.FirstName,
LastName = c.LastName,
Address1_City = c.Address1_City
};
System.Console.WriteLine("Contacts in Redmond named Joe OR John");
System.Console.WriteLine("=====================================");
foreach (var c in queryContacts)
{
System.Console.WriteLine(c.FirstName + " " +
c.LastName + " " + c.Address1_City);
}
//</snippetCreateALinqQuery5>
System.Console.WriteLine();
System.Console.WriteLine("<End of Listing>");
System.Console.WriteLine();
//OUTPUT:
//Contacts in Redmond named Joe OR John
//=====================================
//Joe Redmond
//John Redmond
//Joe Redmond
//<End of Listing>
System.Console.WriteLine();
DeleteRequiredRecords(promptforDelete);
}
}
// 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;
}
}
/// <summary>
/// This sample demonstrates how to execute a collection of message requests in a single database transaction,
/// by using a single web service call and optionally return the results.
/// </summary>
/// <seealso cref="https://msdn.microsoft.com/en-us/library/gg328075.aspx#bkmk_transaction"/>
/// <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)
{
ExecuteTransactionRequest requestToCreateRecords = null;
try
{
// Get a reference to the organization service.
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri, serverConfig.Credentials, serverConfig.DeviceCredentials))
{
// Enable early-bound type support to add/update entity records required for this sample.
_serviceProxy.EnableProxyTypes();
#region Execute Transaction to create records
//<snippetExecuteTransaction1>
// Create an ExecuteTransactionRequest object.
requestToCreateRecords = new ExecuteTransactionRequest()
{
// Create an empty organization request collection.
Requests = new OrganizationRequestCollection(),
ReturnResponses = true
};
// Create several (local, in memory) entities in a collection.
EntityCollection input = GetCollectionOfEntitiesToCreate();
// Add a CreateRequest for each entity to the request collection.
foreach (var entity in input.Entities)
{
CreateRequest createRequest = new CreateRequest {
Target = entity
};
requestToCreateRecords.Requests.Add(createRequest);
}
// Execute all the requests in the request collection using a single web method call.
try
{
var responseForCreateRecords =
(ExecuteTransactionResponse)_serviceProxy.Execute(requestToCreateRecords);
int i = 0;
// Display the results returned in the responses.
foreach (var responseItem in responseForCreateRecords.Responses)
{
if (responseItem != null)
{
DisplayResponse(requestToCreateRecords.Requests[i], responseItem);
}
i++;
}
}
catch (FaultException <OrganizationServiceFault> ex)
{
Console.WriteLine("Create request failed for the account{0} and the reason being: {1}",
((ExecuteTransactionFault)(ex.Detail)).FaultedRequestIndex + 1, ex.Detail.Message);
throw;
}
//</snippetExecuteTransaction1>
#endregion Execute Transaction to create records
#region Execute Transaction to update records
//<snippetExecuteTransaction2>
ExecuteTransactionRequest requestForUpdates = new ExecuteTransactionRequest()
{
Requests = new OrganizationRequestCollection()
};
// Update the entities that were previously created.
EntityCollection update = GetCollectionOfEntitiesToUpdate();
foreach (var entity in update.Entities)
{
UpdateRequest updateRequest = new UpdateRequest {
Target = entity
};
requestForUpdates.Requests.Add(updateRequest);
}
try
{
ExecuteTransactionResponse responseForUpdates =
(ExecuteTransactionResponse)_serviceProxy.Execute(requestForUpdates);
Console.WriteLine("Entity records are updated.");
}
catch (FaultException <OrganizationServiceFault> ex)
{
Console.WriteLine("Update request failed for the account{0} and the reason being: {1}",
((ExecuteTransactionFault)(ex.Detail)).FaultedRequestIndex + 1, ex.Detail.Message);
}
//</snippetExecuteTransaction2>
#endregion Execute Transaction for update records
//<snippetExecuteTransaction3>
DeleteRequiredRecords(promptforDelete);
//</snippetExecuteTransaction3>
}
}
catch (FaultException <OrganizationServiceFault> fault)
{
// Check if the maximum batch size has been exceeded. The maximum batch size is only included in the fault if it
// the input request collection count exceeds the maximum batch size.
if (fault.Detail.ErrorDetails.Contains("MaxBatchSize"))
{
int maxBatchSize = Convert.ToInt32(fault.Detail.ErrorDetails["MaxBatchSize"]);
if (maxBatchSize < requestToCreateRecords.Requests.Count)
{
// Here you could reduce the size of your request collection and re-submit the ExecuteTransaction request.
// For this sample, that only issues a few requests per batch, we will just print out some info. However,
// this code will never be executed because the default max batch size is 1000.
Console.WriteLine("The input request collection contains %0 requests, which exceeds the maximum allowed (%1)",
requestToCreateRecords.Requests.Count, maxBatchSize);
}
}
// Re-throw so Main() can process the fault.
throw;
}
}
/// <summary>
/// This method first connects to the Organization service. Afterwards,
/// creates a follow-up task activity when a new account is created.
/// </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
{
// Connect to the Organization service.
// The using statement assures that the service proxy will be properly disposed.
using (_serviceProxy = ServerConnection.GetOrganizationProxy(serverConfig))
{
_serviceProxy.EnableProxyTypes();
#region Create XAML
// Define the workflow XAML.
string xamlWF = @"<?xml version=""1.0"" encoding=""utf-16""?>
<Activity x:Class=""FollowupWithAccount"" xmlns=""https://schemas.microsoft.com/netfx/2009/xaml/activities"" xmlns:mva=""clr-namespace:Microsoft.VisualBasic.Activities;assembly=System.Activities, Version=4.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35"" xmlns:mxs=""clr-namespace:Microsoft.Xrm.Sdk;assembly=Microsoft.Xrm.Sdk, Version=6.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35"" xmlns:mxsw=""clr-namespace:Microsoft.Xrm.Sdk.Workflow;assembly=Microsoft.Xrm.Sdk.Workflow, Version=6.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35"" xmlns:mxswa=""clr-namespace:Microsoft.Xrm.Sdk.Workflow.Activities;assembly=Microsoft.Xrm.Sdk.Workflow, Version=6.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35"" xmlns:s=""clr-namespace:System;assembly=mscorlib, Version=4.0.0.0, Culture=neutral, PublicKeyToken=b77a5c561934e089"" xmlns:scg=""clr-namespace:System.Collections.Generic;assembly=mscorlib, Version=4.0.0.0, Culture=neutral, PublicKeyToken=b77a5c561934e089"" xmlns:srs=""clr-namespace:System.Runtime.Serialization;assembly=System.Runtime.Serialization, Version=4.0.0.0, Culture=neutral, PublicKeyToken=b77a5c561934e089"" xmlns:this=""clr-namespace:"" xmlns:x=""https://schemas.microsoft.com/winfx/2006/xaml"">
<x:Members>
<x:Property Name=""InputEntities"" Type=""InArgument(scg:IDictionary(x:String, mxs:Entity))"" />
<x:Property Name=""CreatedEntities"" Type=""InArgument(scg:IDictionary(x:String, mxs:Entity))"" />
</x:Members>
<this:FollowupWithAccount.InputEntities>
<InArgument x:TypeArguments=""scg:IDictionary(x:String, mxs:Entity)"" />
</this:FollowupWithAccount.InputEntities>
<this:FollowupWithAccount.CreatedEntities>
<InArgument x:TypeArguments=""scg:IDictionary(x:String, mxs:Entity)"" />
</this:FollowupWithAccount.CreatedEntities>
<mva:VisualBasic.Settings>Assembly references and imported namespaces for internal implementation</mva:VisualBasic.Settings>
<mxswa:Workflow>
<Sequence DisplayName=""CreateStep1"">
<Sequence.Variables>
<Variable x:TypeArguments=""x:Object"" Name=""CreateStep1_1"" />
<Variable x:TypeArguments=""x:Object"" Name=""CreateStep1_2"" />
<Variable x:TypeArguments=""x:Object"" Name=""CreateStep1_3"" />
<Variable x:TypeArguments=""x:Object"" Name=""CreateStep1_4"" />
<Variable x:TypeArguments=""x:Object"" Name=""CreateStep1_5"" />
<Variable x:TypeArguments=""x:Object"" Name=""CreateStep1_6"" />
<Variable x:TypeArguments=""x:Object"" Name=""CreateStep1_7"" />
<Variable x:TypeArguments=""x:Object"" Name=""CreateStep1_8"" />
<Variable x:TypeArguments=""x:Object"" Name=""CreateStep1_9"" />
<Variable x:TypeArguments=""x:Object"" Name=""CreateStep1_10"" />
<Variable x:TypeArguments=""x:Object"" Name=""CreateStep1_11"" />
<Variable x:TypeArguments=""x:Object"" Name=""CreateStep1_12"" />
<Variable x:TypeArguments=""x:Object"" Name=""CreateStep1_13"" />
<Variable x:TypeArguments=""x:Object"" Name=""CreateStep1_14"" />
<Variable x:TypeArguments=""x:Object"" Name=""CreateStep1_15"" />
<Variable x:TypeArguments=""x:Object"" Name=""CreateStep1_16"" />
<Variable x:TypeArguments=""mxsw:XrmTimeSpan"" Name=""CreateStep1_17"">
<Variable.Default>
<Literal x:TypeArguments=""mxsw:XrmTimeSpan"">
<mxsw:XrmTimeSpan Days=""30"" Hours=""0"" Minutes=""0"" Months=""0"" Years=""0"" />
</Literal>
</Variable.Default>
</Variable>
<Variable x:TypeArguments=""x:Object"" Name=""CreateStep1_18"" />
<Variable x:TypeArguments=""x:Object"" Name=""CreateStep1_19"" />
</Sequence.Variables>
<Assign x:TypeArguments=""mxs:Entity"" To=""[CreatedEntities(&quot;CreateStep1_localParameter#Temp&quot;)]"" Value=""[New Entity(&quot;task&quot;)]"" />
<mxswa:ActivityReference AssemblyQualifiedName=""Microsoft.Crm.Workflow.Activities.EvaluateExpression, Microsoft.Crm.Workflow, Version=6.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35"" DisplayName=""EvaluateExpression"">
<mxswa:ActivityReference.Arguments>
<InArgument x:TypeArguments=""x:String"" x:Key=""ExpressionOperator"">CreateCrmType</InArgument>
<InArgument x:TypeArguments=""s:Object[]"" x:Key=""Parameters"">[New Object() { Microsoft.Xrm.Sdk.Workflow.WorkflowPropertyType.String, ""Send e-mail to the "", ""String"" }]</InArgument>
<InArgument x:TypeArguments=""s:Type"" x:Key=""TargetType"">
<mxswa:ReferenceLiteral x:TypeArguments=""s:Type"" Value=""x:String"" />
</InArgument>
<OutArgument x:TypeArguments=""x:Object"" x:Key=""Result"">[CreateStep1_2]</OutArgument>
</mxswa:ActivityReference.Arguments>
</mxswa:ActivityReference>
<mxswa:GetEntityProperty Attribute=""accountid"" Entity=""[InputEntities(&quot;primaryEntity&quot;)]"" EntityName=""account"" Value=""[CreateStep1_4]"">
<mxswa:GetEntityProperty.TargetType>
<InArgument x:TypeArguments=""s:Type"">
<mxswa:ReferenceLiteral x:TypeArguments=""s:Type"" Value=""x:String"" />
</InArgument>
</mxswa:GetEntityProperty.TargetType>
</mxswa:GetEntityProperty>
<mxswa:ActivityReference AssemblyQualifiedName=""Microsoft.Crm.Workflow.Activities.EvaluateExpression, Microsoft.Crm.Workflow, Version=6.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35"" DisplayName=""EvaluateExpression"">
<mxswa:ActivityReference.Arguments>
<InArgument x:TypeArguments=""x:String"" x:Key=""ExpressionOperator"">SelectFirstNonNull</InArgument>
<InArgument x:TypeArguments=""s:Object[]"" x:Key=""Parameters"">[New Object() { CreateStep1_4 }]</InArgument>
<InArgument x:TypeArguments=""s:Type"" x:Key=""TargetType"">
<mxswa:ReferenceLiteral x:TypeArguments=""s:Type"" Value=""x:String"" />
</InArgument>
<OutArgument x:TypeArguments=""x:Object"" x:Key=""Result"">[CreateStep1_3]</OutArgument>
</mxswa:ActivityReference.Arguments>
</mxswa:ActivityReference>
<mxswa:ActivityReference AssemblyQualifiedName=""Microsoft.Crm.Workflow.Activities.EvaluateExpression, Microsoft.Crm.Workflow, Version=6.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35"" DisplayName=""EvaluateExpression"">
<mxswa:ActivityReference.Arguments>
<InArgument x:TypeArguments=""x:String"" x:Key=""ExpressionOperator"">CreateCrmType</InArgument>
<InArgument x:TypeArguments=""s:Object[]"" x:Key=""Parameters"">[New Object() { Microsoft.Xrm.Sdk.Workflow.WorkflowPropertyType.String, ""&amp;#160;customer."", ""String"" }]</InArgument>
<InArgument x:TypeArguments=""s:Type"" x:Key=""TargetType"">
<mxswa:ReferenceLiteral x:TypeArguments=""s:Type"" Value=""x:String"" />
</InArgument>
<OutArgument x:TypeArguments=""x:Object"" x:Key=""Result"">[CreateStep1_5]</OutArgument>
</mxswa:ActivityReference.Arguments>
</mxswa:ActivityReference>
<mxswa:ActivityReference AssemblyQualifiedName=""Microsoft.Crm.Workflow.Activities.EvaluateExpression, Microsoft.Crm.Workflow, Version=6.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35"" DisplayName=""EvaluateExpression"">
<mxswa:ActivityReference.Arguments>
<InArgument x:TypeArguments=""x:String"" x:Key=""ExpressionOperator"">Add</InArgument>
<InArgument x:TypeArguments=""s:Object[]"" x:Key=""Parameters"">[New Object() { CreateStep1_2, CreateStep1_3, CreateStep1_5 }]</InArgument>
<InArgument x:TypeArguments=""s:Type"" x:Key=""TargetType"">
<mxswa:ReferenceLiteral x:TypeArguments=""s:Type"" Value=""x:String"" />
</InArgument>
<OutArgument x:TypeArguments=""x:Object"" x:Key=""Result"">[CreateStep1_1]</OutArgument>
</mxswa:ActivityReference.Arguments>
</mxswa:ActivityReference>
<mxswa:SetEntityProperty Attribute=""subject"" Entity=""[CreatedEntities(&quot;CreateStep1_localParameter#Temp&quot;)]"" EntityName=""task"" Value=""[CreateStep1_1]"">
<mxswa:SetEntityProperty.TargetType>
<InArgument x:TypeArguments=""s:Type"">
<mxswa:ReferenceLiteral x:TypeArguments=""s:Type"" Value=""x:String"" />
</InArgument>
</mxswa:SetEntityProperty.TargetType>
</mxswa:SetEntityProperty>
<mxswa:GetEntityProperty Attribute=""accountid"" Entity=""[InputEntities(&quot;primaryEntity&quot;)]"" EntityName=""account"" Value=""[CreateStep1_7]"">
<mxswa:GetEntityProperty.TargetType>
<InArgument x:TypeArguments=""s:Type"">
<mxswa:ReferenceLiteral x:TypeArguments=""s:Type"" Value=""mxs:EntityReference"" />
</InArgument>
</mxswa:GetEntityProperty.TargetType>
</mxswa:GetEntityProperty>
<mxswa:ActivityReference AssemblyQualifiedName=""Microsoft.Crm.Workflow.Activities.EvaluateExpression, Microsoft.Crm.Workflow, Version=6.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35"" DisplayName=""EvaluateExpression"">
<mxswa:ActivityReference.Arguments>
<InArgument x:TypeArguments=""x:String"" x:Key=""ExpressionOperator"">SelectFirstNonNull</InArgument>
<InArgument x:TypeArguments=""s:Object[]"" x:Key=""Parameters"">[New Object() { CreateStep1_7 }]</InArgument>
<InArgument x:TypeArguments=""s:Type"" x:Key=""TargetType"">
<mxswa:ReferenceLiteral x:TypeArguments=""s:Type"" Value=""mxs:EntityReference"" />
</InArgument>
<OutArgument x:TypeArguments=""x:Object"" x:Key=""Result"">[CreateStep1_6]</OutArgument>
</mxswa:ActivityReference.Arguments>
</mxswa:ActivityReference>
<mxswa:SetEntityProperty Attribute=""regardingobjectid"" Entity=""[CreatedEntities(&quot;CreateStep1_localParameter#Temp&quot;)]"" EntityName=""task"" Value=""[CreateStep1_6]"">
<mxswa:SetEntityProperty.TargetType>
<InArgument x:TypeArguments=""s:Type"">
<mxswa:ReferenceLiteral x:TypeArguments=""s:Type"" Value=""mxs:EntityReference"" />
</InArgument>
</mxswa:SetEntityProperty.TargetType>
</mxswa:SetEntityProperty>
<mxswa:GetEntityProperty Attribute=""accountid"" Entity=""[InputEntities(&quot;primaryEntity&quot;)]"" EntityName=""account"" Value=""[CreateStep1_9]"">
<mxswa:GetEntityProperty.TargetType>
<InArgument x:TypeArguments=""s:Type"">
<mxswa:ReferenceLiteral x:TypeArguments=""s:Type"" Value=""x:String"" />
</InArgument>
</mxswa:GetEntityProperty.TargetType>
</mxswa:GetEntityProperty>
<mxswa:ActivityReference AssemblyQualifiedName=""Microsoft.Crm.Workflow.Activities.EvaluateExpression, Microsoft.Crm.Workflow, Version=6.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35"" DisplayName=""EvaluateExpression"">
<mxswa:ActivityReference.Arguments>
<InArgument x:TypeArguments=""x:String"" x:Key=""ExpressionOperator"">SelectFirstNonNull</InArgument>
<InArgument x:TypeArguments=""s:Object[]"" x:Key=""Parameters"">[New Object() { CreateStep1_9 }]</InArgument>
<InArgument x:TypeArguments=""s:Type"" x:Key=""TargetType"">
<mxswa:ReferenceLiteral x:TypeArguments=""s:Type"" Value=""x:String"" />
</InArgument>
<OutArgument x:TypeArguments=""x:Object"" x:Key=""Result"">[CreateStep1_8]</OutArgument>
</mxswa:ActivityReference.Arguments>
</mxswa:ActivityReference>
<mxswa:SetEntityProperty Attribute=""category"" Entity=""[CreatedEntities(&quot;CreateStep1_localParameter#Temp&quot;)]"" EntityName=""task"" Value=""[CreateStep1_8]"">
<mxswa:SetEntityProperty.TargetType>
<InArgument x:TypeArguments=""s:Type"">
<mxswa:ReferenceLiteral x:TypeArguments=""s:Type"" Value=""x:String"" />
</InArgument>
</mxswa:SetEntityProperty.TargetType>
</mxswa:SetEntityProperty>
<mxswa:GetEntityProperty Attribute=""createdby"" Entity=""[InputEntities(&quot;related_createdby#systemuser&quot;)]"" EntityName=""systemuser"" Value=""[CreateStep1_11]"">
<mxswa:GetEntityProperty.TargetType>
<InArgument x:TypeArguments=""s:Type"">
<mxswa:ReferenceLiteral x:TypeArguments=""s:Type"" Value=""mxs:EntityReference"" />
</InArgument>
</mxswa:GetEntityProperty.TargetType>
</mxswa:GetEntityProperty>
<mxswa:ActivityReference AssemblyQualifiedName=""Microsoft.Crm.Workflow.Activities.EvaluateExpression, Microsoft.Crm.Workflow, Version=6.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35"" DisplayName=""EvaluateExpression"">
<mxswa:ActivityReference.Arguments>
<InArgument x:TypeArguments=""x:String"" x:Key=""ExpressionOperator"">SelectFirstNonNull</InArgument>
<InArgument x:TypeArguments=""s:Object[]"" x:Key=""Parameters"">[New Object() { CreateStep1_11 }]</InArgument>
<InArgument x:TypeArguments=""s:Type"" x:Key=""TargetType"">
<mxswa:ReferenceLiteral x:TypeArguments=""s:Type"" Value=""mxs:EntityReference"" />
</InArgument>
<OutArgument x:TypeArguments=""x:Object"" x:Key=""Result"">[CreateStep1_10]</OutArgument>
</mxswa:ActivityReference.Arguments>
</mxswa:ActivityReference>
<mxswa:SetEntityProperty Attribute=""ownerid"" Entity=""[CreatedEntities(&quot;CreateStep1_localParameter#Temp&quot;)]"" EntityName=""task"" Value=""[CreateStep1_10]"">
<mxswa:SetEntityProperty.TargetType>
<InArgument x:TypeArguments=""s:Type"">
<mxswa:ReferenceLiteral x:TypeArguments=""s:Type"" Value=""mxs:EntityReference"" />
</InArgument>
</mxswa:SetEntityProperty.TargetType>
</mxswa:SetEntityProperty>
<mxswa:ActivityReference AssemblyQualifiedName=""Microsoft.Crm.Workflow.Activities.EvaluateExpression, Microsoft.Crm.Workflow, Version=6.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35"" DisplayName=""EvaluateExpression"">
<mxswa:ActivityReference.Arguments>
<InArgument x:TypeArguments=""x:String"" x:Key=""ExpressionOperator"">CreateCrmType</InArgument>
<InArgument x:TypeArguments=""s:Object[]"" x:Key=""Parameters"">[New Object() { Microsoft.Xrm.Sdk.Workflow.WorkflowPropertyType.OptionSetValue, ""1"", ""Picklist"" }]</InArgument>
<InArgument x:TypeArguments=""s:Type"" x:Key=""TargetType"">
<mxswa:ReferenceLiteral x:TypeArguments=""s:Type"" Value=""mxs:OptionSetValue"" />
</InArgument>
<OutArgument x:TypeArguments=""x:Object"" x:Key=""Result"">[CreateStep1_12]</OutArgument>
</mxswa:ActivityReference.Arguments>
</mxswa:ActivityReference>
<mxswa:SetEntityProperty Attribute=""prioritycode"" Entity=""[CreatedEntities(&quot;CreateStep1_localParameter#Temp&quot;)]"" EntityName=""task"" Value=""[CreateStep1_12]"">
<mxswa:SetEntityProperty.TargetType>
<InArgument x:TypeArguments=""s:Type"">
<mxswa:ReferenceLiteral x:TypeArguments=""s:Type"" Value=""mxs:OptionSetValue"" />
</InArgument>
</mxswa:SetEntityProperty.TargetType>
</mxswa:SetEntityProperty>
<mxswa:GetEntityProperty Attribute=""createdon"" Entity=""[InputEntities(&quot;primaryEntity&quot;)]"" EntityName=""account"" Value=""[CreateStep1_16]"">
<mxswa:GetEntityProperty.TargetType>
<InArgument x:TypeArguments=""s:Type"">
<mxswa:ReferenceLiteral x:TypeArguments=""s:Type"" Value=""s:DateTime"" />
</InArgument>
</mxswa:GetEntityProperty.TargetType>
</mxswa:GetEntityProperty>
<mxswa:ActivityReference AssemblyQualifiedName=""Microsoft.Crm.Workflow.Activities.EvaluateExpression, Microsoft.Crm.Workflow, Version=6.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35"" DisplayName=""EvaluateExpression"">
<mxswa:ActivityReference.Arguments>
<InArgument x:TypeArguments=""x:String"" x:Key=""ExpressionOperator"">SelectFirstNonNull</InArgument>
<InArgument x:TypeArguments=""s:Object[]"" x:Key=""Parameters"">[New Object() { CreateStep1_16 }]</InArgument>
<InArgument x:TypeArguments=""s:Type"" x:Key=""TargetType"">
<mxswa:ReferenceLiteral x:TypeArguments=""s:Type"" Value=""s:DateTime"" />
</InArgument>
<OutArgument x:TypeArguments=""x:Object"" x:Key=""Result"">[CreateStep1_15]</OutArgument>
</mxswa:ActivityReference.Arguments>
</mxswa:ActivityReference>
<mxswa:ActivityReference AssemblyQualifiedName=""Microsoft.Crm.Workflow.Activities.EvaluateExpression, Microsoft.Crm.Workflow, Version=6.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35"" DisplayName=""EvaluateExpression"">
<mxswa:ActivityReference.Arguments>
<InArgument x:TypeArguments=""x:String"" x:Key=""ExpressionOperator"">Add</InArgument>
<InArgument x:TypeArguments=""s:Object[]"" x:Key=""Parameters"">[New Object() { CreateStep1_15, CreateStep1_17 }]</InArgument>
<InArgument x:TypeArguments=""s:Type"" x:Key=""TargetType"">
<mxswa:ReferenceLiteral x:TypeArguments=""s:Type"" Value=""s:DateTime"" />
</InArgument>
<OutArgument x:TypeArguments=""x:Object"" x:Key=""Result"">[CreateStep1_14]</OutArgument>
</mxswa:ActivityReference.Arguments>
</mxswa:ActivityReference>
<mxswa:ActivityReference AssemblyQualifiedName=""Microsoft.Crm.Workflow.Activities.EvaluateExpression, Microsoft.Crm.Workflow, Version=6.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35"" DisplayName=""EvaluateExpression"">
<mxswa:ActivityReference.Arguments>
<InArgument x:TypeArguments=""x:String"" x:Key=""ExpressionOperator"">SelectFirstNonNull</InArgument>
<InArgument x:TypeArguments=""s:Object[]"" x:Key=""Parameters"">[New Object() { CreateStep1_14 }]</InArgument>
<InArgument x:TypeArguments=""s:Type"" x:Key=""TargetType"">
<mxswa:ReferenceLiteral x:TypeArguments=""s:Type"" Value=""s:DateTime"" />
</InArgument>
<OutArgument x:TypeArguments=""x:Object"" x:Key=""Result"">[CreateStep1_13]</OutArgument>
</mxswa:ActivityReference.Arguments>
</mxswa:ActivityReference>
<mxswa:SetEntityProperty Attribute=""scheduledend"" Entity=""[CreatedEntities(&quot;CreateStep1_localParameter#Temp&quot;)]"" EntityName=""task"" Value=""[CreateStep1_13]"">
<mxswa:SetEntityProperty.TargetType>
<InArgument x:TypeArguments=""s:Type"">
<mxswa:ReferenceLiteral x:TypeArguments=""s:Type"" Value=""s:DateTime"" />
</InArgument>
</mxswa:SetEntityProperty.TargetType>
</mxswa:SetEntityProperty>
<mxswa:GetEntityProperty Attribute=""createdon"" Entity=""[InputEntities(&quot;primaryEntity&quot;)]"" EntityName=""account"" Value=""[CreateStep1_19]"">
<mxswa:GetEntityProperty.TargetType>
<InArgument x:TypeArguments=""s:Type"">
<mxswa:ReferenceLiteral x:TypeArguments=""s:Type"" Value=""s:DateTime"" />
</InArgument>
</mxswa:GetEntityProperty.TargetType>
</mxswa:GetEntityProperty>
<mxswa:ActivityReference AssemblyQualifiedName=""Microsoft.Crm.Workflow.Activities.EvaluateExpression, Microsoft.Crm.Workflow, Version=6.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35"" DisplayName=""EvaluateExpression"">
<mxswa:ActivityReference.Arguments>
<InArgument x:TypeArguments=""x:String"" x:Key=""ExpressionOperator"">SelectFirstNonNull</InArgument>
<InArgument x:TypeArguments=""s:Object[]"" x:Key=""Parameters"">[New Object() { CreateStep1_19 }]</InArgument>
<InArgument x:TypeArguments=""s:Type"" x:Key=""TargetType"">
<mxswa:ReferenceLiteral x:TypeArguments=""s:Type"" Value=""s:DateTime"" />
</InArgument>
<OutArgument x:TypeArguments=""x:Object"" x:Key=""Result"">[CreateStep1_18]</OutArgument>
</mxswa:ActivityReference.Arguments>
</mxswa:ActivityReference>
<mxswa:SetEntityProperty Attribute=""scheduledstart"" Entity=""[CreatedEntities(&quot;CreateStep1_localParameter#Temp&quot;)]"" EntityName=""task"" Value=""[CreateStep1_18]"">
<mxswa:SetEntityProperty.TargetType>
<InArgument x:TypeArguments=""s:Type"">
<mxswa:ReferenceLiteral x:TypeArguments=""s:Type"" Value=""s:DateTime"" />
</InArgument>
</mxswa:SetEntityProperty.TargetType>
</mxswa:SetEntityProperty>
<mxswa:CreateEntity EntityId=""{x:Null}"" DisplayName=""CreateStep1"" Entity=""[CreatedEntities(&quot;CreateStep1_localParameter#Temp&quot;)]"" EntityName=""task"" />
<Assign x:TypeArguments=""mxs:Entity"" To=""[CreatedEntities(&quot;CreateStep1_localParameter&quot;)]"" Value=""[CreatedEntities(&quot;CreateStep1_localParameter#Temp&quot;)]"" />
<Persist />
</Sequence>
</mxswa:Workflow>
</Activity>";
#endregion Create XAML
#region Create Workflow
// Create the workflow.
Workflow workflow = new Workflow()
{
Name = "SampleFollowupWithAccountWorkflow",
Type = new OptionSetValue((int)WorkflowType.Definition),
Category = new OptionSetValue((int)WorkflowCategory.Workflow),
Scope = new OptionSetValue((int)WorkflowScope.User),
LanguageCode = 1033, // U.S. English
TriggerOnCreate = true,
OnDemand = true,
PrimaryEntity = Account.EntityLogicalName,
Description = @"Follow up with the customer. Check if there are any new issues that need resolution.",
Xaml = xamlWF
};
_workflowId = _serviceProxy.Create(workflow);
Console.WriteLine("Created Workflow: " + workflow.Name);
#endregion Create Workflow
#region Activate Workflow
// Activate the workflow.
var activateRequest = new SetStateRequest
{
EntityMoniker = new EntityReference
(Workflow.EntityLogicalName, _workflowId),
State = new OptionSetValue((int)WorkflowState.Activated),
Status = new OptionSetValue((int)workflow_statuscode.Activated)
};
_serviceProxy.Execute(activateRequest);
Console.WriteLine("Activated Workflow: " + workflow.Name);
#endregion Activate Workflow
#region Create Account Record
CreateRequiredRecords();
#endregion Create Account Record
DeleteRequiredRecords(promptforDelete);
}
}
// 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;
}
}
/// <summary>
/// This method first connects to the Organization service and service context.
/// Afterwards, several LINQ query techniques are demonstrated.
/// </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
{
//<snippetUseLinqWithDotNetDataServicesDE1>
// 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();
CreateRequiredRecords();
OrganizationServiceContext orgContext =
new OrganizationServiceContext(_serviceProxy);
// Retrieve records with Skip/Take record paging. Setting a page size
// can help you manage your Skip and Take calls, since Skip must be
// passed a multiple of Take's parameter value.
//<snippetUseLinqWithDotNetDataServicesDE2>
int pageSize = 5;
var accountsByPage = from a in orgContext.CreateQuery("account")
select a["name"];
System.Console.WriteLine("Skip 10 accounts, then Take 5 accounts");
System.Console.WriteLine("======================================");
foreach (var name in accountsByPage.Skip(2 * pageSize).Take(pageSize))
{
System.Console.WriteLine(name);
}
//</snippetUseLinqWithDotNetDataServicesDE2>
System.Console.WriteLine();
System.Console.WriteLine("<End of Listing>");
System.Console.WriteLine();
//OUTPUT:
//Skip 10 accounts, then Take 5 accounts
//======================================
//Fourth Coffee 6
//Fourth Coffee 7
//Fourth Coffee 8
//Fourth Coffee 9
//Fourth Coffee 10
//<End of Listing>
// Use orderBy to order items retrieved.
//<snippetUseLinqWithDotNetDataServicesDE3>
var orderedAccounts = from a in orgContext.CreateQuery("account")
orderby a["name"]
select a["name"];
System.Console.WriteLine("Display accounts ordered by name");
System.Console.WriteLine("================================");
foreach (var name in orderedAccounts)
{
System.Console.WriteLine(name);
}
//</snippetUseLinqWithDotNetDataServicesDE3>
System.Console.WriteLine();
System.Console.WriteLine("<End of Listing>");
System.Console.WriteLine();
//OUTPUT:
//Display accounts ordered by name
//================================
//A. Datum Corporation
//Adventure Works
//Coho Vineyard
//Fabrikam
//Fourth Coffee 1
//Fourth Coffee 10
//Fourth Coffee 2
//Fourth Coffee 3
//Fourth Coffee 4
//Fourth Coffee 5
//Fourth Coffee 6
//Fourth Coffee 7
//Fourth Coffee 8
//Fourth Coffee 9
//Humongous Insurance
//<End of Listing>
// Filter multiple entities using LINQ.
//<snippetUseLinqWithDotNetDataServicesDE4>
var query = from c in orgContext.CreateQuery("contact")
join a in orgContext.CreateQuery("account")
on c["contactid"] equals a["primarycontactid"]
where (String)c["lastname"] == "Wilcox" ||
(String)c["lastname"] == "Andrews"
where ((String)a["address1_telephone1"]).Contains("(206)") ||
((String)a["address1_telephone1"]).Contains("(425)")
select new
{
Contact = new
{
FirstName = c["firstname"],
LastName = c["lastname"]
},
Account = new
{
Address1_Telephone1 = a["address1_telephone1"]
}
};
Console.WriteLine("Join account and contact");
Console.WriteLine("List all records matching specified parameters");
Console.WriteLine("Contact name: Wilcox or Andrews");
Console.WriteLine("Account area code: 206 or 425");
Console.WriteLine("==============================================");
foreach (var record in query)
{
Console.WriteLine("Contact Name: {0} {1}",
record.Contact.FirstName, record.Contact.LastName);
Console.WriteLine("Account Phone: {0}",
record.Account.Address1_Telephone1);
}
//</snippetUseLinqWithDotNetDataServicesDE4>
Console.WriteLine("<End of Listing>");
Console.WriteLine();
//OUTPUT:
//Join account and contact
//List all records matching specified parameters
//Contact name: Wilcox or Andrews
//Account area code: 206 or 425
//==============================================
//Contact Name: Ben Andrews
//Account Phone: (206)555-5555
//Contact Name: Ben Andrews
//Account Phone: (425)555-5555
//Contact Name: Colin Wilcox
//Account Phone: (425)555-5555
//<End of Listing>
// Build a complex query with LINQ. This query includes multiple
// JOINs and a complex WHERE statement.
//<snippetUseLinqWithDotNetDataServicesDE5>
var complexQuery = from c in orgContext.CreateQuery("contact")
join a in orgContext.CreateQuery("account")
on c["contactid"] equals a["primarycontactid"]
join l in orgContext.CreateQuery("lead")
on a["originatingleadid"] equals l["leadid"]
where (String)c["lastname"] == "Wilcox" ||
(String)c["lastname"] == "Andrews"
where ((String)a["address1_telephone1"]).Contains("(206)") ||
((String)a["address1_telephone1"]).Contains("(425)")
select new
{
Contact = new
{
FirstName = c["firstname"],
LastName = c["lastname"]
},
Account = new
{
Address1_Telephone1 = a["address1_telephone1"]
},
Lead = new
{
LeadId = l["leadid"]
}
};
Console.WriteLine("Join account, contact and lead");
Console.WriteLine("List all records matching specified parameters");
Console.WriteLine("Contact name: Wilcox or Andrews");
Console.WriteLine("Account area code: 206 or 425");
Console.WriteLine("==============================================");
foreach (var record in complexQuery)
{
Console.WriteLine("Lead ID: {0}",
record.Lead.LeadId);
Console.WriteLine("Contact Name: {0} {1}",
record.Contact.FirstName, record.Contact.LastName);
Console.WriteLine("Account Phone: {0}",
record.Account.Address1_Telephone1);
}
//</snippetUseLinqWithDotNetDataServicesDE5>
Console.WriteLine("<End of Listing>");
Console.WriteLine();
//OUTPUT:
//Join account, contact and lead
//List all records matching specified parameters
//Contact name: Wilcox or Andrews
//Account area code: 206 or 425
//==============================================
//Lead ID: 78d5df14-64a3-e011-aea3-00155dba3818
//Contact Name: Colin Wilcox
//Account Phone: (425)555-5555
//<End of Listing>
DeleteRequiredRecords(promptforDelete);
}
//</snippetUseLinqWithDotNetDataServicesDE1>
}
// 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;
}
}
/// <summary>
/// This method first connects to the Deployment service. Then,
/// a variety of messages are used to retrieve deployment information.
/// </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
{
//<snippetUseDeploymentServiceMessages1>
// Connect to the Organization service.
// The using statement assures that the service proxy will be properly disposed.
using (_serviceProxy = ServerConnection.GetOrganizationProxy(serverConfig))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
// Instantiate DeploymentServiceClient for calling the service.
DeploymentServiceClient serviceClient =
Deployment.Proxy.ProxyClientHelper.CreateClient(
new Uri(serverConfig.DiscoveryUri.ToString()
.Replace("Services", "Deployment")
.Replace("Discovery", "Deployment")));
// Setting credentials from the current security context.
if (serverConfig.Credentials == null)
{
serviceClient.ClientCredentials.Windows.ClientCredential =
CredentialCache.DefaultNetworkCredentials;
}
else
{
serviceClient.ClientCredentials.Windows.ClientCredential =
serverConfig.Credentials.Windows.ClientCredential;
}
// Retrieve all deployed instances of Microsoft Dynamics CRM.
var organizations =
serviceClient.RetrieveAll(DeploymentEntityType.Organization);
// Print list of all retrieved organizations.
Console.WriteLine("Organizations in your deployment");
Console.WriteLine("================================");
foreach (var organization in organizations)
{
Console.WriteLine(organization.Name);
}
Console.WriteLine("<End of Listing>");
Console.WriteLine();
// Retrieve details of first organization from previous call.
Deployment.Organization deployment =
(Deployment.Organization)serviceClient.Retrieve(
DeploymentEntityType.Organization,
organizations[0]);
// Print out retrieved details about your organization.
Console.WriteLine(String.Format(
"Selected deployment details for {0}",
serverConfig.OrganizationName));
Console.WriteLine("=========================================");
Console.Write("Friendly Name: ");
Console.WriteLine(deployment.FriendlyName);
Console.Write("Unique Name: ");
Console.WriteLine(deployment.UniqueName);
Console.Write("Organization Version: ");
Console.WriteLine(deployment.Version);
Console.Write("SQL Server Name: ");
Console.WriteLine(deployment.SqlServerName);
Console.Write("SRS URL: ");
Console.WriteLine(deployment.SrsUrl);
Console.WriteLine("<End of Listing>");
Console.WriteLine();
// Retrieve license and user information for your organization.
TrackLicenseRequest licenseRequest = new TrackLicenseRequest();
TrackLicenseResponse licenseResponse =
(TrackLicenseResponse)serviceClient.Execute(licenseRequest);
// Print out the number of servers and the user list.
Console.WriteLine(String.Format(
"License and user information for {0}",
serverConfig.OrganizationName));
Console.WriteLine("=========================================");
Console.Write("Number of servers: ");
Console.WriteLine(licenseResponse.Servers != null
? licenseResponse.Servers.Count.ToString()
: "null");
Console.WriteLine("Users:");
foreach (OrganizationUserInfo user in licenseResponse.Users.ToArray())
{
Console.WriteLine(user.FullName);
}
Console.WriteLine("<End of Listing>");
Console.WriteLine();
// Retrieve advanced settings for your organization.
// Note that the columnset must contain at least one column. Setting
// AllColumns to true results in an error.
RetrieveAdvancedSettingsRequest request =
new RetrieveAdvancedSettingsRequest
{
ConfigurationEntityName = "Server",
ColumnSet = new ColumnSet(
new string[] { "Id", "FullName", "Name", "Roles", "State", "Version" })
};
ConfigurationEntity configuration =
((RetrieveAdvancedSettingsResponse)serviceClient.Execute(request)).Entity;
// Print out all advanced settings where IsWritable==true.
Console.WriteLine("Advanced deployment settings that can be updated");
Console.WriteLine("================================================");
foreach (var setting in configuration.Attributes)
{
if (setting.Key != "Id")
{
Console.WriteLine(
String.Format("{0}: {1}",
setting.Key,
setting.Value));
}
}
Console.WriteLine("<End of Listing>");
Console.WriteLine();
}
//</snippetUseDeploymentServiceMessages1>
}
// 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;
}
}
/// <summary>
/// This method first creates 3 accounts with the same name, then issues a BulkDetectDuplicates
/// request to show the duplicate detection.
/// </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
{
//<snippetBulkDetectDuplicates1>
// 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();
CreateRequiredRecords();
// Create the BulkDetectDuplicatesRequest object
Console.WriteLine(" Creating the BulkDetectDuplicatesRequest object");
BulkDetectDuplicatesRequest request = new BulkDetectDuplicatesRequest()
{
JobName = "Detect Duplicate Accounts",
Query = new QueryExpression()
{
EntityName = Account.EntityLogicalName,
ColumnSet = new ColumnSet(true)
},
RecurrencePattern = String.Empty,
RecurrenceStartTime = DateTime.Now,
ToRecipients = new Guid[0],
CCRecipients = new Guid[0]
};
// Execute the request
Console.WriteLine(" Executing BulkDetectDuplicatesRequest");
_response = (BulkDetectDuplicatesResponse)_serviceProxy
.Execute(request);
#region check success
Console.WriteLine(" Waiting for job to complete...");
WaitForAsyncJobToFinish(_response.JobId, 120);
QueryByAttribute query = new QueryByAttribute()
{
ColumnSet = new ColumnSet(true),
EntityName = "duplicaterecord"
};
query.Attributes.Add("asyncoperationid");
query.Values.Add(_response.JobId);
EntityCollection results = _serviceProxy.RetrieveMultiple(query);
// check to make sure each id is found in the collection
var duplicateIds = results.Entities.Select((entity) =>
((DuplicateRecord)entity).BaseRecordId.Id);
foreach (var id in _duplicateAccounts.Select((account) => account.Id))
{
if (!duplicateIds.Contains(id))
{
throw new Exception(String.Format(
"Account with ID {0} was not detected as a duplicate",
id));
}
}
Console.WriteLine(" All accounts detected as duplicates successfully");
#endregion
Console.WriteLine();
DeleteRequiredRecords(promptforDelete);
}
//</snippetBulkDetectDuplicates1>
}
// 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;
}
}
/// <summary>
/// Create the custom entity.
/// Optionally delete the custom entity.
/// </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
{
// 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();
// The custom prefix would typically be passed in as an argument or
// determined by the publisher of the custom solution.
String prefix = "new_";
String customEntityName = prefix + "instantmessage";
// Create the custom activity entity.
CreateEntityRequest request = new CreateEntityRequest
{
HasNotes = true,
HasActivities = false,
PrimaryAttribute = new StringAttributeMetadata
{
SchemaName = "Subject",
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
MaxLength = 100,
DisplayName = new Label("Subject", 1033)
},
Entity = new EntityMetadata
{
IsActivity = true,
SchemaName = customEntityName,
DisplayName = new Label("Instant Message", 1033),
DisplayCollectionName = new Label("Instant Messages", 1033),
OwnershipType = OwnershipTypes.UserOwned,
IsAvailableOffline = true,
}
};
_serviceProxy.Execute(request);
//Entity must be published
// Add few attributes to the custom activity entity.
CreateAttributeRequest fontFamilyAttributeRequest =
new CreateAttributeRequest
{
EntityName = customEntityName,
Attribute = new StringAttributeMetadata
{
SchemaName = prefix + "fontfamily",
DisplayName = new Label("Font Family", 1033),
MaxLength = 100
}
};
CreateAttributeResponse fontFamilyAttributeResponse =
(CreateAttributeResponse)_serviceProxy.Execute(
fontFamilyAttributeRequest);
CreateAttributeRequest fontColorAttributeRequest =
new CreateAttributeRequest
{
EntityName = customEntityName,
Attribute = new StringAttributeMetadata
{
SchemaName = prefix + "fontcolor",
DisplayName = new Label("Font Color", 1033),
MaxLength = 50
}
};
CreateAttributeResponse fontColorAttributeResponse =
(CreateAttributeResponse)_serviceProxy.Execute(
fontColorAttributeRequest);
CreateAttributeRequest fontSizeAttributeRequest =
new CreateAttributeRequest
{
EntityName = customEntityName,
Attribute = new IntegerAttributeMetadata
{
SchemaName = prefix + "fontSize",
DisplayName = new Label("Font Size", 1033)
}
};
CreateAttributeResponse fontSizeAttributeResponse =
(CreateAttributeResponse)_serviceProxy.Execute(
fontSizeAttributeRequest);
Console.WriteLine("The custom activity has been created.");
DeleteCustomEntity(prefix, promptForDelete);
}
}
// 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;
}
}
/// <summary>
/// Create and configure the organization service proxy.
/// Initiate the method to create any data that this sample requires.
/// Create a risk assessment.
/// </summary>
public void Run(ServerConnection.Configuration serverConfig, bool promptforDelete)
{
try
{
//<snippetMarketingAutomation1>
// 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();
Entity riskAssessment = new Entity("msemr_riskassessment");
riskAssessment["msemr_name"] = "Operational Risk";
//Setting context type as encounter
riskAssessment["msemr_contexttype"] = new OptionSetValue(935000000); //Encounter
Guid encounterId = Encounter.GetEncounterId(_serviceProxy, "E23556");
if (encounterId != Guid.Empty)
{
riskAssessment["msemr_contextencounter"] = new EntityReference("msemr_encounter", encounterId);
}
//Setting performer type as practitioner
riskAssessment["msemr_performertype"] = new OptionSetValue(935000000); //Practitioner
Guid performerpractitionerContactId = SDKFunctions.GetContactId(_serviceProxy, "James Kirk");
if (performerpractitionerContactId != Guid.Empty)
{
riskAssessment["msemr_performerpractitioner"] = new EntityReference("contact", performerpractitionerContactId);
}
//Setting reason type as codeable concept
riskAssessment["msemr_reasontype"] = new OptionSetValue(935000000); //Codeable concept
Guid reasonconceptCodeableConceptId = SDKFunctions.GetCodeableConceptId(_serviceProxy, "Risk Assessment Reason Code", 935000126);
if (reasonconceptCodeableConceptId != Guid.Empty)
{
riskAssessment["msemr_reasonconcept"] = new EntityReference("msemr_codeableconcept", reasonconceptCodeableConceptId);
}
//Setting subject type as codeable patient
riskAssessment["msemr_subjecttype"] = new OptionSetValue(935000000); //Patient
Guid subjectpatientContactId = SDKFunctions.GetContactId(_serviceProxy, "James Kirk");
if (subjectpatientContactId != Guid.Empty)
{
riskAssessment["msemr_subjectpatient"] = new EntityReference("contact", subjectpatientContactId);
}
riskAssessment["msemr_occurrencetype"] = new OptionSetValue(935000000); //Time
riskAssessment["msemr_occurrencestartdate"] = DateTime.Now;
riskAssessment["msemr_occurrenceenddate"] = DateTime.Now;
riskAssessment["msemr_occurrencedatetime"] = DateTime.Now;
Guid conditionId = SDKFunctions.GetConditionId(_serviceProxy, "Tooth loss");
if (conditionId != Guid.Empty)
{
riskAssessment["msemr_condition"] = new EntityReference("msemr_condition", conditionId);
}
Guid methodCodeableConceptId = SDKFunctions.GetCodeableConceptId(_serviceProxy, "Method", 935000124);
if (methodCodeableConceptId != Guid.Empty)
{
riskAssessment["msemr_method"] = new EntityReference("msemr_codeableconcept", methodCodeableConceptId);
}
Guid codeCodeableConceptId = SDKFunctions.GetCodeableConceptId(_serviceProxy, "Code", 935000123);
if (codeCodeableConceptId != Guid.Empty)
{
riskAssessment["msemr_code"] = new EntityReference("msemr_codeableconcept", codeCodeableConceptId);
}
riskAssessment["msemr_basedon"] = "";
riskAssessment["msemr_parent"] = "";
riskAssessment["msemr_basis"] = "";
riskAssessment["msemr_status"] = new OptionSetValue(935000000); //Registered
riskAssessment["msemr_comment"] = "";
riskAssessment["msemr_mitigation"] = "";
riskAssessment["msemr_riskassessmentnumber"] = "RAN865";
Guid riskAssessmentId = _serviceProxy.Create(riskAssessment);
// Verify that the record has been created.
if (riskAssessmentId != Guid.Empty)
{
Console.WriteLine("Succesfully created {0}.", riskAssessmentId);
}
}
}
// 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;
}
}
/// <summary>
/// Create and configure the organization service proxy.
/// Create few types of attributes.
/// Insert status in the existing status list.
/// Retrieve attribute.
/// Update attribute.
/// Update existing state value.
/// Optionally delete/revert any attributes
/// that were created/changed for this sample.
/// </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
{
// 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();
_productVersion = Version.Parse(((RetrieveVersionResponse)_serviceProxy.Execute(new RetrieveVersionRequest())).Version);
//<snippetWorkWithAttributes1>
#region How to create attributes
//<snippetWorkWithAttributes2>
// Create storage for new attributes being created
addedAttributes = new List <AttributeMetadata>();
// Create a boolean attribute
BooleanAttributeMetadata boolAttribute = new BooleanAttributeMetadata
{
// Set base properties
SchemaName = "new_Boolean",
LogicalName = "new_boolean",
DisplayName = new Label("Sample Boolean", _languageCode),
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
Description = new Label("Boolean Attribute", _languageCode),
// Set extended properties
OptionSet = new BooleanOptionSetMetadata(
new OptionMetadata(new Label("True", _languageCode), 1),
new OptionMetadata(new Label("False", _languageCode), 0)
)
};
// Add to list
addedAttributes.Add(boolAttribute);
// Create a date time attribute
DateTimeAttributeMetadata dtAttribute = new DateTimeAttributeMetadata
{
// Set base properties
SchemaName = "new_Datetime",
LogicalName = "new_datetime",
DisplayName = new Label("Sample DateTime", _languageCode),
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
Description = new Label("DateTime Attribute", _languageCode),
// Set extended properties
Format = DateTimeFormat.DateOnly,
ImeMode = ImeMode.Disabled
};
// Add to list
addedAttributes.Add(dtAttribute);
// Create a decimal attribute
DecimalAttributeMetadata decimalAttribute = new DecimalAttributeMetadata
{
// Set base properties
SchemaName = "new_Decimal",
LogicalName = "new_decimal",
DisplayName = new Label("Sample Decimal", _languageCode),
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
Description = new Label("Decimal Attribute", _languageCode),
// Set extended properties
MaxValue = 100,
MinValue = 0,
Precision = 1
};
// Add to list
addedAttributes.Add(decimalAttribute);
// Create a integer attribute
IntegerAttributeMetadata integerAttribute = new IntegerAttributeMetadata
{
// Set base properties
SchemaName = "new_Integer",
LogicalName = "new_integer",
DisplayName = new Label("Sample Integer", _languageCode),
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
Description = new Label("Integer Attribute", _languageCode),
// Set extended properties
Format = IntegerFormat.None,
MaxValue = 100,
MinValue = 0
};
// Add to list
addedAttributes.Add(integerAttribute);
// Create a memo attribute
MemoAttributeMetadata memoAttribute = new MemoAttributeMetadata
{
// Set base properties
SchemaName = "new_Memo",
LogicalName = "new_memo",
DisplayName = new Label("Sample Memo", _languageCode),
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
Description = new Label("Memo Attribute", _languageCode),
// Set extended properties
Format = StringFormat.TextArea,
ImeMode = ImeMode.Disabled,
MaxLength = 500
};
// Add to list
addedAttributes.Add(memoAttribute);
// Create a money attribute
MoneyAttributeMetadata moneyAttribute = new MoneyAttributeMetadata
{
// Set base properties
SchemaName = "new_Money",
LogicalName = "new_money",
DisplayName = new Label("Money Picklist", _languageCode),
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
Description = new Label("Money Attribue", _languageCode),
// Set extended properties
MaxValue = 1000.00,
MinValue = 0.00,
Precision = 1,
PrecisionSource = 1,
ImeMode = ImeMode.Disabled
};
// Add to list
addedAttributes.Add(moneyAttribute);
// Create a picklist attribute
PicklistAttributeMetadata pickListAttribute =
new PicklistAttributeMetadata
{
// Set base properties
SchemaName = "new_Picklist",
LogicalName = "new_picklist",
DisplayName = new Label("Sample Picklist", _languageCode),
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
Description = new Label("Picklist Attribute", _languageCode),
// Set extended properties
// Build local picklist options
OptionSet = new OptionSetMetadata
{
IsGlobal = false,
OptionSetType = OptionSetType.Picklist,
Options =
{
new OptionMetadata(
new Label("Created", _languageCode), null),
new OptionMetadata(
new Label("Updated", _languageCode), null),
new OptionMetadata(
new Label("Deleted", _languageCode), null)
}
}
};
// Add to list
addedAttributes.Add(pickListAttribute);
// Create a string attribute
StringAttributeMetadata stringAttribute = new StringAttributeMetadata
{
// Set base properties
SchemaName = "new_String",
LogicalName = "new_string",
DisplayName = new Label("Sample String", _languageCode),
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
Description = new Label("String Attribute", _languageCode),
// Set extended properties
MaxLength = 100
};
// Add to list
addedAttributes.Add(stringAttribute);
//Multi-select attribute requires version 9.0 or higher.
if (_productVersion > new Version("9.0"))
{
// Create a multi-select optionset
MultiSelectPicklistAttributeMetadata multiSelectOptionSetAttribute = new MultiSelectPicklistAttributeMetadata()
{
SchemaName = "new_MultiSelectOptionSet",
LogicalName = "new_multiselectoptionset",
DisplayName = new Label("Multi-Select OptionSet", _languageCode),
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
Description = new Label("Multi-Select OptionSet description", _languageCode),
OptionSet = new OptionSetMetadata()
{
IsGlobal = false,
OptionSetType = OptionSetType.Picklist,
Options =
{
new OptionMetadata(new Label("First Option", _languageCode), null),
new OptionMetadata(new Label("Second Option", _languageCode), null),
new OptionMetadata(new Label("Third Option", _languageCode), null)
}
}
};
// Add to list
addedAttributes.Add(multiSelectOptionSetAttribute);
}
// NOTE: LookupAttributeMetadata cannot be created outside the context of a relationship.
// Refer to the WorkWithRelationships.cs reference SDK sample for an example of this attribute type.
// NOTE: StateAttributeMetadata and StatusAttributeMetadata cannot be created via the SDK.
foreach (AttributeMetadata anAttribute in addedAttributes)
{
// Create the request.
CreateAttributeRequest createAttributeRequest = new CreateAttributeRequest
{
EntityName = Contact.EntityLogicalName,
Attribute = anAttribute
};
// Execute the request.
_serviceProxy.Execute(createAttributeRequest);
Console.WriteLine("Created the attribute {0}.", anAttribute.SchemaName);
}
//</snippetWorkWithAttributes2>
#endregion How to create attributes
#region How to insert status
//<snippetWorkWithAttributes3>
// Use InsertStatusValueRequest message to insert a new status
// in an existing status attribute.
// Create the request.
InsertStatusValueRequest insertStatusValueRequest =
new InsertStatusValueRequest
{
AttributeLogicalName = "statuscode",
EntityLogicalName = Contact.EntityLogicalName,
Label = new Label("Dormant", _languageCode),
StateCode = 0
};
// Execute the request and store newly inserted value
// for cleanup, used later part of this sample.
_insertedStatusValue = ((InsertStatusValueResponse)_serviceProxy.Execute(
insertStatusValueRequest)).NewOptionValue;
Console.WriteLine("Created status named '{0}' with the value of {1}.",
insertStatusValueRequest.Label.LocalizedLabels[0].Label,
_insertedStatusValue);
//</snippetWorkWithAttributes3>
#endregion How to insert status
#region How to retrieve attribute
//<snippetWorkWithAttributes4>
// Create the request
RetrieveAttributeRequest attributeRequest = new RetrieveAttributeRequest
{
EntityLogicalName = Contact.EntityLogicalName,
LogicalName = "new_string",
RetrieveAsIfPublished = true
};
// Execute the request
RetrieveAttributeResponse attributeResponse =
(RetrieveAttributeResponse)_serviceProxy.Execute(attributeRequest);
Console.WriteLine("Retrieved the attribute {0}.",
attributeResponse.AttributeMetadata.SchemaName);
//</snippetWorkWithAttributes4>
#endregion How to retrieve attribute
#region How to update attribute
//<snippetWorkWithAttributes5>
// Modify the retrieved attribute
AttributeMetadata retrievedAttributeMetadata =
attributeResponse.AttributeMetadata;
retrievedAttributeMetadata.DisplayName =
new Label("Update String Attribute", _languageCode);
// Update an attribute retrieved via RetrieveAttributeRequest
UpdateAttributeRequest updateRequest = new UpdateAttributeRequest
{
Attribute = retrievedAttributeMetadata,
EntityName = Contact.EntityLogicalName,
MergeLabels = false
};
// Execute the request
_serviceProxy.Execute(updateRequest);
Console.WriteLine("Updated the attribute {0}.",
retrievedAttributeMetadata.SchemaName);
//</snippetWorkWithAttributes5>
#endregion How to update attribute
#region How to update state value
//<snippetWorkWithAttributes6>
// Modify the state value label from Active to Open.
// Create the request.
UpdateStateValueRequest updateStateValue = new UpdateStateValueRequest
{
AttributeLogicalName = "statecode",
EntityLogicalName = Contact.EntityLogicalName,
Value = 1,
Label = new Label("Open", _languageCode)
};
// Execute the request.
_serviceProxy.Execute(updateStateValue);
Console.WriteLine(
"Updated {0} state attribute of {1} entity from 'Active' to '{2}'.",
updateStateValue.AttributeLogicalName,
updateStateValue.EntityLogicalName,
updateStateValue.Label.LocalizedLabels[0].Label
);
//</snippetWorkWithAttributes6>
#endregion How to update state value
#region How to insert a new option item in a local option set
//<snippetWorkWithAttributes7>
// Create a request.
InsertOptionValueRequest insertOptionValueRequest =
new InsertOptionValueRequest
{
AttributeLogicalName = "new_picklist",
EntityLogicalName = Contact.EntityLogicalName,
Label = new Label("New Picklist Label", _languageCode)
};
// Execute the request.
int insertOptionValue = ((InsertOptionValueResponse)_serviceProxy.Execute(
insertOptionValueRequest)).NewOptionValue;
Console.WriteLine("Created {0} with the value of {1}.",
insertOptionValueRequest.Label.LocalizedLabels[0].Label,
insertOptionValue);
//</snippetWorkWithAttributes7>
#endregion How to insert a new option item in a local option set
#region How to change the order of options of a local option set
//<snippetWorkWithAttributes8>
// Use the RetrieveAttributeRequest message to retrieve
// a attribute by it's logical name.
RetrieveAttributeRequest retrieveAttributeRequest =
new RetrieveAttributeRequest
{
EntityLogicalName = Contact.EntityLogicalName,
LogicalName = "new_picklist",
RetrieveAsIfPublished = true
};
// Execute the request.
RetrieveAttributeResponse retrieveAttributeResponse =
(RetrieveAttributeResponse)_serviceProxy.Execute(
retrieveAttributeRequest);
// Access the retrieved attribute.
PicklistAttributeMetadata retrievedPicklistAttributeMetadata =
(PicklistAttributeMetadata)
retrieveAttributeResponse.AttributeMetadata;
// Get the current options list for the retrieved attribute.
OptionMetadata[] optionList =
retrievedPicklistAttributeMetadata.OptionSet.Options.ToArray();
// Change the order of the original option's list.
// Use the OrderBy (OrderByDescending) linq function to sort options in
// ascending (descending) order according to label text.
// For ascending order use this:
var updateOptionList =
optionList.OrderBy(x => x.Label.LocalizedLabels[0].Label).ToList();
// For descending order use this:
// var updateOptionList =
// optionList.OrderByDescending(
// x => x.Label.LocalizedLabels[0].Label).ToList();
// Create the request.
OrderOptionRequest orderOptionRequest = new OrderOptionRequest
{
// Set the properties for the request.
AttributeLogicalName = "new_picklist",
EntityLogicalName = Contact.EntityLogicalName,
// Set the changed order using Select linq function
// to get only values in an array from the changed option list.
Values = updateOptionList.Select(x => x.Value.Value).ToArray()
};
// Execute the request
_serviceProxy.Execute(orderOptionRequest);
Console.WriteLine("Option Set option order changed");
//</snippetWorkWithAttributes8>
#endregion How to change the order of options of a global option set
// NOTE: All customizations must be published before they can be used.
_serviceProxy.Execute(new PublishAllXmlRequest());
Console.WriteLine("Published all customizations.");
//</snippetWorkWithAttributes1>
DeleteRequiredRecords(promptForDelete);
}
}
// 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;
}
}
static void Main(string[] args)
{
IOrganizationService orgService = null;
Uri serviceUri = new Uri("https://testesmart9.api.crm2.dynamics.com/XRMServices/2011/Organization.svc");
string userName = "******";
string password = "******";
// gera as credenciais
ClientCredentials credentials = new ClientCredentials();
credentials.UserName.UserName = userName;
credentials.UserName.Password = password;
// gerar serviço de organização
OrganizationServiceProxy serviceProxy = new OrganizationServiceProxy(serviceUri, null, credentials, null);
serviceProxy.EnableProxyTypes();
orgService = (IOrganizationService)serviceProxy;
//retornar guid do usuario atual
Guid idUsuario = new Guid();
idUsuario = ((WhoAmIResponse)orgService.Execute(new WhoAmIRequest())).UserId;
Console.WriteLine(idUsuario.ToString());
////criar leads (Late Bound)
//Entity novoLead = new Entity("lead");
//novoLead.Attributes["firstname"] = "Daniel";
//novoLead.Attributes["lastname"] = "Costa Ruy";
//novoLead["emailaddress1"] = "*****@*****.**";
//novoLead["telephone1"] = "(11) 3000-0003";
//Guid idNovoLead = orgService.Create(novoLead);
//Console.WriteLine("lead criado com sucesso!" + idNovoLead.ToString());
//Entity atualizalead = new Entity("lead", idNovoLead);
//atualizalead["subject"] = "Novo Cliente Elton";
//orgService.Update(atualizalead);
////criar leads(Early Bound)
Lead novoLead = new Lead();
novoLead.FirstName = "Daniel";
novoLead.LastName = "Costa Ruy";
novoLead.EMailAddress1 = "*****@*****.**";
novoLead.Telephone1 = "(11)4789-1385";
Guid idLead = orgService.Create(novoLead);
Console.WriteLine("Lead criado com sucesso!", novoLead.ToString());
Console.ReadKey();
}
/// <summary>
/// This method first creates XAML to define the custom workflow. Afterwards,
/// it creates the workflow record with this XAML and then activates it. Finally
/// it checks if it is activated and, if so, deactivates it.
/// </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
{
// 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();
CreateRequiredRecords();
// Activate the workflow.
Console.WriteLine("\nActivating the workflow...");
var activateRequest = new SetStateRequest
{
EntityMoniker = new EntityReference
(Workflow.EntityLogicalName, _workflowId),
State = new OptionSetValue((int)WorkflowState.Activated),
Status = new OptionSetValue((int)workflow_statuscode.Activated)
};
_serviceProxy.Execute(activateRequest);
// Verify that the workflow is activated.
Workflow retrievedWorkflow =
(Workflow)_serviceProxy.Retrieve("workflow", _workflowId, new ColumnSet("statecode", "name"));
Console.WriteLine("The state of workflow {0} is: {1}.", retrievedWorkflow.Name, retrievedWorkflow.StateCode);
// Deactivate the workflow.
if (retrievedWorkflow.StateCode == WorkflowState.Activated)
{
Console.WriteLine("\nDeactivating the workflow...");
SetStateRequest deactivateRequest = new SetStateRequest
{
EntityMoniker =
new EntityReference(Workflow.EntityLogicalName, _workflowId),
State = new OptionSetValue((int)WorkflowState.Draft),
Status = new OptionSetValue((int)workflow_statuscode.Draft)
};
_serviceProxy.Execute(deactivateRequest);
}
// Verify that the workflow is deactivated (in a draft state).
retrievedWorkflow =
(Workflow)_serviceProxy.Retrieve("workflow", _workflowId, new ColumnSet("statecode", "name"));
Console.WriteLine("The state of workflow {0} is: {1}.", retrievedWorkflow.Name, retrievedWorkflow.StateCode);
DeleteRequiredRecords(promptforDelete);
}
}
// 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;
}
}
/// <summary>
/// Demonstrates sharing records by exercising various access messages including:
/// Grant, Modify, Revoke, RetrievePrincipalAccess, and
/// RetrievePrincipalsAndAccess.
/// </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)
{
try
{
// we need this to support communicating with Dynamics Online Instances
ServicePointManager.SecurityProtocol = SecurityProtocolType.Tls12;
//<snippetSharingRecords1>
// 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();
int patientcount = int.Parse(ConfigurationManager.AppSettings["cdm:createpatientcount"]);
int practitionercount = int.Parse(ConfigurationManager.AppSettings["cdm:createpractitionercount"]);
int relatedpersoncount = int.Parse(ConfigurationManager.AppSettings["cdm:createrelatedpersoncount"]);
int contactcount = int.Parse(ConfigurationManager.AppSettings["cdm:createcontactcount"]);
int practitionerrolecount = int.Parse(ConfigurationManager.AppSettings["cdm:practitionerrolecount"]);
int practitionerqualificationcount = int.Parse(ConfigurationManager.AppSettings["cdm:practitionerqualificationcount"]);
int patientallergycount = int.Parse(ConfigurationManager.AppSettings["cdm:patientallergycount"]);
int patientnutritionordercount = int.Parse(ConfigurationManager.AppSettings["cdm:patientnutritionordercount"]);
int patientconditioncount = int.Parse(ConfigurationManager.AppSettings["cdm:patientconditioncount"]);
int patientdevicecount = int.Parse(ConfigurationManager.AppSettings["cdm:patientdevicecount"]);
int patientprocedurecount = int.Parse(ConfigurationManager.AppSettings["cdm:patientprocedurecount"]);
int patientreferralcount = int.Parse(ConfigurationManager.AppSettings["cdm:patientreferralcount"]);
int patientmedicationrequestcount = int.Parse(ConfigurationManager.AppSettings["cdm:patientmedicationrequestcount"]);
string filepath = ConfigurationManager.AppSettings["cdm:temporaryfilepath"];
Console.WriteLine("Start Time: " + DateTime.Now.ToString());
List <Profile> localcontacts = null;
List <Profile> localpatients = null;
List <Profile> localpractitioners = null;
List <Profile> localrelatedpersons = null;
string practitonerFile = string.Empty;
string relatedpersonsFile = string.Empty;
string patientsFile = string.Empty;
#region Create Standard Contancts
if (contactcount > 0)
{
CreateCDMHealthData createContacts = new CreateCDMHealthData();
createContacts.ContactType = Profile.ContactType.Standard;
createContacts.FileName = filepath + "relatedpersons_" + relatedpersoncount.ToString() + "_" + Guid.NewGuid().ToString() + ".tab";
localcontacts = Contact.GenerateProfilesByCount(contactcount, "NA");
foreach (Profile contact in localcontacts)
{
createContacts.IncomingContacts.Enqueue(contact);
}
createContacts.CreateCount = createContacts.IncomingContacts.Count;
createContacts.EmailDomain = ConfigurationManager.AppSettings["cdm:emaildomain"];
createContacts.Clients = int.Parse(ConfigurationManager.AppSettings["cdm:clients"]);
Console.WriteLine("\r\nCreating [" + createContacts.CreateCount.ToString() + "] Contacts\r\n");
practitonerFile = createContacts.CreateContacts(_serviceProxy);
}
#endregion
#region Create Practitioners
if (practitionercount > 0)
{
PractitionerConfiguration configuration = new PractitionerConfiguration();
configuration.Qualifications = practitionerqualificationcount;
configuration.Roles = practitionerrolecount;
CreateCDMHealthData createPractitioners = new CreateCDMHealthData();
createPractitioners.ContactType = Profile.ContactType.Practitioner;
createPractitioners.FileName = filepath + "practitioners_" + practitionercount.ToString() + "_" + Guid.NewGuid().ToString() + ".json";
localpractitioners = Practitioner.GenerateProfilesByCount(practitionercount, configuration);
foreach (Profile practitioner in localpractitioners)
{
createPractitioners.IncomingContacts.Enqueue(practitioner);
}
createPractitioners.CreateCount = createPractitioners.IncomingContacts.Count;
createPractitioners.EmailDomain = ConfigurationManager.AppSettings["cdm:emaildomain"];
createPractitioners.Clients = int.Parse(ConfigurationManager.AppSettings["cdm:clients"]); //;
Console.WriteLine("\r\nCreating [" + createPractitioners.CreateCount.ToString() + "] Practitioners\r\n");
practitonerFile = createPractitioners.CreateContacts(_serviceProxy);
}
#endregion
#region Create Related Persons
if (relatedpersoncount > 0)
{
CreateCDMHealthData createRelatedPersons = new CreateCDMHealthData();
createRelatedPersons.FileName = filepath + "relatedpersons_" + relatedpersoncount.ToString() + "_" + Guid.NewGuid().ToString() + ".json";
createRelatedPersons.ContactType = Profile.ContactType.RelatedPerson;
localrelatedpersons = RelatedPerson.GenerateProfilesByCount(relatedpersoncount, "NA");
foreach (Profile relatedperson in localrelatedpersons)
{
createRelatedPersons.IncomingContacts.Enqueue(relatedperson);
}
createRelatedPersons.CreateCount = createRelatedPersons.IncomingContacts.Count;
createRelatedPersons.EmailDomain = ConfigurationManager.AppSettings["cdm:emaildomain"];
createRelatedPersons.Clients = int.Parse(ConfigurationManager.AppSettings["cdm:clients"]); //;
Console.WriteLine("\r\nCreating [" + createRelatedPersons.CreateCount.ToString() + "] Related Persons\r\n");
relatedpersonsFile = createRelatedPersons.CreateContacts(_serviceProxy);
}
#endregion
#region Create Patients
if (patientcount > 0)
{
PatientConfiguration configuration = new PatientConfiguration();
configuration.PractionerFileName = practitonerFile;
configuration.RelatedPersonsFileName = relatedpersonsFile;
configuration.AllergyIntoleranceCount = patientallergycount;
configuration.NutritionOrderCount = patientnutritionordercount;
configuration.ConditionCount = patientconditioncount;
configuration.DeviceCount = patientdevicecount;
configuration.ProcedureCount = patientprocedurecount;
configuration.MedicationCount = patientmedicationrequestcount;
CreateCDMHealthData createPatients = new CreateCDMHealthData();
createPatients.FileName = filepath + "patients_" + patientcount.ToString() + "_" + Guid.NewGuid().ToString() + ".json";
createPatients.ContactType = Profile.ContactType.Patient;
localpatients = Patient.GenerateProfilesByCount(patientcount, configuration);
foreach (Profile patient in localpatients)
{
createPatients.IncomingContacts.Enqueue(patient);
}
createPatients.CreateCount = createPatients.IncomingContacts.Count;
createPatients.EmailDomain = ConfigurationManager.AppSettings["cdm:emaildomain"];
createPatients.Clients = int.Parse(ConfigurationManager.AppSettings["cdm:clients"]); //;
Console.WriteLine("\r\nCreating [" + createPatients.CreateCount.ToString() + "] Patients\r\n");
patientsFile = createPatients.CreateContacts(_serviceProxy);
}
#endregion
Console.WriteLine("End Time: " + DateTime.Now.ToString());
return;
}
}
// 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;
}
}
/// <summary>
/// Create and configure the organization service proxy.
/// Retrieve status options for the Incident entity
/// Use GetValidStatusOptions to get valid status transitions for each status option
/// </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
{
// 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();
String entityLogicalName = "incident";
// Retrieve status options for the Incident entity
//Retrieve just the incident entity and its attributes
MetadataFilterExpression entityFilter = new MetadataFilterExpression(LogicalOperator.And);
entityFilter.Conditions.Add(new MetadataConditionExpression("LogicalName", MetadataConditionOperator.Equals, entityLogicalName));
MetadataPropertiesExpression entityProperties = new MetadataPropertiesExpression(new string[] { "Attributes" });
//Retrieve just the status attribute and the OptionSet property
MetadataFilterExpression attributeFilter = new MetadataFilterExpression(LogicalOperator.And);
attributeFilter.Conditions.Add(new MetadataConditionExpression("AttributeType", MetadataConditionOperator.Equals, AttributeTypeCode.Status));
MetadataPropertiesExpression attributeProperties = new MetadataPropertiesExpression(new string[] { "OptionSet" });
//Instantiate the entity query
EntityQueryExpression query = new EntityQueryExpression()
{
Criteria = entityFilter,
Properties = entityProperties,
AttributeQuery = new AttributeQueryExpression()
{
Criteria = attributeFilter, Properties = attributeProperties
}
};
//Retrieve the metadata
RetrieveMetadataChangesRequest request = new RetrieveMetadataChangesRequest()
{
Query = query
};
RetrieveMetadataChangesResponse response = (RetrieveMetadataChangesResponse)_serviceProxy.Execute(request);
StatusAttributeMetadata statusAttribute = (StatusAttributeMetadata)response.EntityMetadata[0].Attributes[0];
OptionMetadataCollection statusOptions = statusAttribute.OptionSet.Options;
//Loop through each of the status options
foreach (StatusOptionMetadata option in statusOptions)
{
String StatusOptionLabel = GetOptionSetLabel(statusAttribute, option.Value.Value);
Console.WriteLine("[{0}] {1} records can transition to:", StatusOptionLabel, entityLogicalName);
List <StatusOption> validStatusOptions = GetValidStatusOptions(entityLogicalName, option.Value.Value);
//Loop through each valid transition for the option
foreach (StatusOption opt in validStatusOptions)
{
Console.WriteLine("{0,-3}{1,-10}{2,-5}{3,-10}", opt.StateValue, opt.StateLabel, opt.StatusValue, opt.StatusLabel);
}
Console.WriteLine("");
}
}
}
// 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 int DisplayPluginControl(Lazy <IXrmToolBoxPlugin, IPluginMetadata> plugin)
{
var tabIndex = 0;
Guid pluginControlInstanceId = Guid.NewGuid();
try
{
var pluginControl = (UserControl)plugin.Value.GetControl();
// ReSharper disable once SuspiciousTypeConversion.Global
var host = pluginControl as IMessageBusHost;
if (host != null)
{
host.OnOutgoingMessage += MainForm_MessageBroker;
}
var statusBarMessager_old = pluginControl as IStatusBarMessager;
if (statusBarMessager_old != null)
{
statusBarMessager_old.SendMessageToStatusBar += StatusBarMessager_SendMessageToStatusBar;
}
var statusBarMessager = pluginControl as IStatusBarMessenger;
if (statusBarMessager != null)
{
statusBarMessager.SendMessageToStatusBar += StatusBarMessager_SendMessageToStatusBar;
}
if (service != null)
{
var crmSvcClient = currentConnectionDetail.GetCrmServiceClient();
OrganizationServiceProxy clonedService = crmSvcClient.OrganizationServiceProxy;
OrganizationWebProxyClient clonedWebClientService = crmSvcClient.OrganizationWebProxyClient;
if (clonedService != null)
{
clonedService.SdkClientVersion = currentConnectionDetail.OrganizationVersion;
}
if (clonedWebClientService != null)
{
clonedWebClientService.SdkClientVersion = currentConnectionDetail.OrganizationVersion;
}
var earlyBoundProxiedControl = pluginControl as IEarlyBoundProxy;
if (earlyBoundProxiedControl != null)
{
clonedService?.EnableProxyTypes(earlyBoundProxiedControl.GetEarlyBoundProxyAssembly());
}
if (clonedService != null)
{
((IXrmToolBoxPluginControl)pluginControl).UpdateConnection(clonedService, currentConnectionDetail);
}
else
{
((IXrmToolBoxPluginControl)pluginControl).UpdateConnection(clonedWebClientService, currentConnectionDetail);
}
}
((IXrmToolBoxPluginControl)pluginControl).OnRequestConnection += MainForm_OnRequestConnection;
((IXrmToolBoxPluginControl)pluginControl).OnCloseTool += MainForm_OnCloseTool;
string name = string.Format("{0} ({1})", plugin.Metadata.Name,
currentConnectionDetail != null
? currentConnectionDetail.ConnectionName
: "Not connected");
var newTab = new TabPage(name)
{
Tag = plugin
};
tabControl1.TabPages.Add(newTab);
pluginControl.Dock = DockStyle.Fill;
pluginControl.Width = newTab.Width;
pluginControl.Height = newTab.Height;
pluginControl.Tag = pluginControlInstanceId;
newTab.Controls.Add(pluginControl);
tabIndex = tabControl1.TabPages.Count - 1;
tabControl1.SelectTab(tabIndex);
var pluginInOption = currentOptions.MostUsedList.FirstOrDefault(i => i.Name == plugin.Value.GetType().FullName);
if (pluginInOption == null)
{
pluginInOption = new PluginUseCount {
Name = plugin.Value.GetType().FullName, Count = 0
};
currentOptions.MostUsedList.Add(pluginInOption);
}
pluginInOption.Count++;
if (currentOptions.LastAdvertisementDisplay == new DateTime() ||
currentOptions.LastAdvertisementDisplay > DateTime.Now ||
currentOptions.LastAdvertisementDisplay.AddDays(7) < DateTime.Now)
{
bool displayAdvertisement = true;
try
{
var assembly = Assembly.LoadFile(new FileInfo(Assembly.GetExecutingAssembly().Location).Directory +
"\\McTools.StopAdvertisement.dll");
if (assembly != null)
{
Type type = assembly.GetType("McTools.StopAdvertisement.LicenseManager");
if (type != null)
{
MethodInfo methodInfo = type.GetMethod("IsValid");
if (methodInfo != null)
{
object classInstance = Activator.CreateInstance(type, null);
if ((bool)methodInfo.Invoke(classInstance, null))
{
displayAdvertisement = false;
}
}
}
}
}
catch (FileNotFoundException)
{
}
if (displayAdvertisement)
{
var sc = new SupportScreen();
sc.ShowDialog(this);
currentOptions.LastAdvertisementDisplay = DateTime.Now;
}
}
if (currentOptions.AllowLogUsage.HasValue && currentOptions.AllowLogUsage.Value)
{
#pragma warning disable CS4014 // Dans la mesure où cet appel n'est pas attendu, l'exécution de la méthode actuelle continue avant la fin de l'appel
LogUsage.DoLog(plugin);
#pragma warning restore CS4014 // Dans la mesure où cet appel n'est pas attendu, l'exécution de la méthode actuelle continue avant la fin de l'appel
}
currentOptions.Save();
}
catch (Exception error)
{
MessageBox.Show(this, "An error occured when trying to display this plugin: " + error.Message, "Error",
MessageBoxButtons.OK, MessageBoxIcon.Error);
}
return(tabIndex);
}
/// <summary>
/// This method first connects to the Organization service. Afterwards,
/// creates/retrieves a system user,
/// updates the system user to associate with the salesperson role.
/// Note: Creating a user is only supported
/// in an on-premises/active directory environment.
/// </summary>
/// <param name="serverConfig">Contains server connection information.</param>
/// <param name="promptforDelete">When True, the user is prompted to delete all
/// created entities.</param>
public void Run(ServerConnection.Configuration serverConfig, bool promptforDelete)
{
try
{
// Connect to the Organization service.
// The using statement assures that the service proxy is properly disposed.
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,
serverConfig.Credentials, serverConfig.DeviceCredentials))
{
_serviceProxy.EnableProxyTypes();
CreateRequiredRecords();
// Find the role.
QueryExpression query = new QueryExpression
{
EntityName = Role.EntityLogicalName,
ColumnSet = new ColumnSet("roleid"),
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression
{
AttributeName = "name",
Operator = ConditionOperator.Equal,
Values = { _givenRole }
}
}
}
};
// Get the role.
EntityCollection roles = _serviceProxy.RetrieveMultiple(query);
if (roles.Entities.Count > 0)
{
Role salesRole = _serviceProxy.RetrieveMultiple(query).Entities[0].ToEntity <Role>();
Console.WriteLine("Role {0} is retrieved for the role assignment.", _givenRole);
_roleId = salesRole.Id;
// Associate the user with the role.
if (_roleId != Guid.Empty & amp; & _userId != Guid.Empty)
{
_serviceProxy.Associate(
"systemuser",
_userId,
new Relationship("systemuserroles_association"),
new EntityReferenceCollection()
{
new EntityReference(Role.EntityLogicalName, _roleId)
});
Console.WriteLine("Role is associated with the user.");
}
}
DeleteRequiredRecords(promptforDelete);
}
}
// 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;
}
}
/// <summary>
/// This method first connects to the Organization service. Afterwards,
/// basic create, retrieve, update, and delete entity 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
{
// 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();
//Create export folder for ribbon xml files if not already exist.
if (!Directory.Exists(exportFolder))
{
Directory.CreateDirectory(exportFolder);
}
//Retrieve the Appliation Ribbon
RetrieveApplicationRibbonRequest appribReq = new RetrieveApplicationRibbonRequest();
RetrieveApplicationRibbonResponse appribResp = (RetrieveApplicationRibbonResponse)_serviceProxy.Execute(appribReq);
System.String applicationRibbonPath = Path.GetFullPath(exportFolder + "\\applicationRibbon.xml");
File.WriteAllBytes(applicationRibbonPath, unzipRibbon(appribResp.CompressedApplicationRibbonXml));
//Write the path where the file has been saved.
Console.WriteLine(applicationRibbonPath);
//Retrieve system Entity Ribbons
RetrieveEntityRibbonRequest entRibReq = new RetrieveEntityRibbonRequest()
{
RibbonLocationFilter = RibbonLocationFilters.All
};
foreach (System.String entityName in entitiesWithRibbons)
{
entRibReq.EntityName = entityName;
RetrieveEntityRibbonResponse entRibResp = (RetrieveEntityRibbonResponse)_serviceProxy.Execute(entRibReq);
System.String entityRibbonPath = Path.GetFullPath(exportFolder + "\\" + entityName + "Ribbon.xml");
File.WriteAllBytes(entityRibbonPath, unzipRibbon(entRibResp.CompressedEntityXml));
//Write the path where the file has been saved.
Console.WriteLine(entityRibbonPath);
}
//Check for custom entities
RetrieveAllEntitiesRequest raer = new RetrieveAllEntitiesRequest()
{
EntityFilters = EntityFilters.Entity
};
RetrieveAllEntitiesResponse resp = (RetrieveAllEntitiesResponse)_serviceProxy.Execute(raer);
foreach (EntityMetadata em in resp.EntityMetadata)
{
if (em.IsCustomEntity == true & amp; & em.IsIntersect == false)
{
entRibReq.EntityName = em.LogicalName;
RetrieveEntityRibbonResponse entRibResp = (RetrieveEntityRibbonResponse)_serviceProxy.Execute(entRibReq);
System.String entityRibbonPath = Path.GetFullPath(exportFolder + "\\" + em.LogicalName + "Ribbon.xml");
File.WriteAllBytes(entityRibbonPath, unzipRibbon(entRibResp.CompressedEntityXml));
//Write the path where the file has been saved.
Console.WriteLine(entityRibbonPath);
}
}
}
}
// 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;
}
}
/// <summary>
/// </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
{
// 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();
// Creates required records for this sample.
CreateRequiredRecords();
// Qualify a lead to create an opportunity
QualifyLeadRequest qualifyRequest = new QualifyLeadRequest
{
LeadId = new EntityReference(Lead.EntityLogicalName, _leadId),
Status = new OptionSetValue((int)lead_statuscode.Qualified),
CreateOpportunity = true
};
QualifyLeadResponse qualifyResponse = (QualifyLeadResponse)_serviceProxy.Execute(qualifyRequest);
_opportunityId = qualifyResponse.CreatedEntities[0].Id;
if (_opportunityId != Guid.Empty)
{
Console.WriteLine("\nQualified Lead to create an Opportunity record.");
}
// Verify the curently active BPF instance for the qualified Opportunity record
RetrieveProcessInstancesRequest procOpp1Req = new RetrieveProcessInstancesRequest
{
EntityId = _opportunityId,
EntityLogicalName = Opportunity.EntityLogicalName
};
RetrieveProcessInstancesResponse procOpp1Resp = (RetrieveProcessInstancesResponse)_serviceProxy.Execute(procOpp1Req);
// Declare variables to store values returned in response
Entity activeProcessInstance = null;
if (procOpp1Resp.Processes.Entities.Count > 0)
{
activeProcessInstance = procOpp1Resp.Processes.Entities[0]; // First record is the active process instance
_processOpp1Id = activeProcessInstance.Id; // Id of the active process instance, which will be used
// later to retrieve the active path of the process instance
Console.WriteLine("Current active process instance for the Opportunity record: '{0}'", activeProcessInstance["name"].ToString());
_procInstanceLogicalName = activeProcessInstance["name"].ToString().Replace(" ", string.Empty).ToLower();
}
else
{
Console.WriteLine("No process instances found for the opportunity record; aborting the sample.");
Environment.Exit(1);
}
// Retrieve the active stage ID of the active process instance
_activeStageId = new Guid(activeProcessInstance.Attributes["processstageid"].ToString());
// Retrieve the process stages in the active path of the current process instance
RetrieveActivePathRequest pathReq = new RetrieveActivePathRequest
{
ProcessInstanceId = _processOpp1Id
};
RetrieveActivePathResponse pathResp = (RetrieveActivePathResponse)_serviceProxy.Execute(pathReq);
Console.WriteLine("\nRetrieved stages in the active path of the process instance:");
for (int i = 0; i < pathResp.ProcessStages.Entities.Count; i++)
{
Console.WriteLine("\tStage {0}: {1} (StageId: {2})", i + 1,
pathResp.ProcessStages.Entities[i].Attributes["stagename"], pathResp.ProcessStages.Entities[i].Attributes["processstageid"]);
// Retrieve the active stage name and active stage position based on the activeStageId for the process instance
if (pathResp.ProcessStages.Entities[i].Attributes["processstageid"].ToString() == _activeStageId.ToString())
{
_activeStageName = pathResp.ProcessStages.Entities[i].Attributes["stagename"].ToString();
_activeStagePosition = i;
}
}
// Display the active stage name and Id
Console.WriteLine("\nActive stage for the process instance: '{0}' (StageID: {1})", _activeStageName, _activeStageId);
// Prompt the user to move to the next stage. If user choses to do so:
// Set the next stage (_activeStagePosition + 1) as the active stage for the process instance
bool moveToNextStage = true;
Console.WriteLine("\nDo you want to move to the next stage (y/n):");
String answer = Console.ReadLine();
moveToNextStage = (answer.StartsWith("y") || answer.StartsWith("Y"));
if (moveToNextStage)
{
// Retrieve the stage ID of the next stage that you want to set as active
_activeStageId = (Guid)pathResp.ProcessStages.Entities[_activeStagePosition + 1].Attributes["processstageid"];
// Retrieve the process instance record to update its active stage
ColumnSet cols1 = new ColumnSet();
cols1.AddColumn("activestageid");
Entity retrievedProcessInstance = _serviceProxy.Retrieve(_procInstanceLogicalName, _processOpp1Id, cols1);
// Update the active stage to the next stage
retrievedProcessInstance["activestageid"] = new EntityReference(ProcessStage.EntityLogicalName, _activeStageId);
_serviceProxy.Update(retrievedProcessInstance);
// Retrieve the process instance record again to verify its active stage information
ColumnSet cols2 = new ColumnSet();
cols2.AddColumn("activestageid");
Entity retrievedProcessInstance1 = _serviceProxy.Retrieve(_procInstanceLogicalName, _processOpp1Id, cols2);
EntityReference activeStageInfo = retrievedProcessInstance1["activestageid"] as EntityReference;
if (activeStageInfo.Id == _activeStageId)
{
Console.WriteLine("\nChanged active stage for the process instance to: '{0}' (StageID: {1})",
activeStageInfo.Name, activeStageInfo.Id);
}
}
// Prompts to delete the required records
DeleteRequiredRecords(promptForDelete);
}
}
// Catch any service fault exceptions that Microsoft Dynamics 365 throws.
catch (FaultException <Microsoft.Xrm.Sdk.OrganizationServiceFault> )
{
// You can handle an exception here or pass it back to the calling method.
throw;
}
}
public override Guid WriteToCDS(string cdsUrl, string cdsUserName, string cdsPassword)
{
Guid referralrequestId = Guid.Empty;
try
{
#region Get our Login Information
// setup the variables
OrganizationServiceProxy _serviceProxy;
// homeRealmUri will stay null for now
Uri homeRealmUri = null;
// setup credentials from whatever is in the app.config
ClientCredentials credentials;
// same for organizationuri comes from app.config
Uri organizationUri;
// set the organization uri from what was in the app.config
organizationUri = new Uri(cdsUrl);
credentials = new ClientCredentials();
credentials.UserName.UserName = cdsUserName;
credentials.UserName.Password = cdsPassword;
#endregion
ServicePointManager.SecurityProtocol = SecurityProtocolType.Tls12;
using (_serviceProxy = new OrganizationServiceProxy(organizationUri, homeRealmUri, credentials, null))
{
// To impersonate set the GUID of CRM user here (which I merely took from CRM itself
// would need not to use this caller id in the future (as it will change per instance of CRM)
//_serviceProxy.CallerId = new Guid("14D40CB7-81D5-E311-93F5-00155D00330C");
_serviceProxy.ServiceConfiguration.CurrentServiceEndpoint.Behaviors.Add(new ProxyTypesBehavior());
//enable using proxy types
_serviceProxy.EnableProxyTypes();
HealthCDM.msemr_referralrequest addReferrralRequest = new HealthCDM.msemr_referralrequest();
addReferrralRequest.msemr_SubjectPatient = new EntityReference(HealthCDM.Contact.EntityLogicalName, Guid.Parse((PatientId)));
addReferrralRequest.msemr_Requestor = new EntityReference(HealthCDM.Contact.EntityLogicalName, Guid.Parse((PractitionerId)));
addReferrralRequest.msemr_Status = new OptionSetValue(Status);
addReferrralRequest.msemr_OccurrenceDate = OccurrendateDate;
addReferrralRequest.msemr_Description = Description;
addReferrralRequest.msemr_Priority = new OptionSetValue(Priority);
addReferrralRequest.msemr_Intent = new OptionSetValue(Intent);
addReferrralRequest.msemr_name = Description;
try
{
referralrequestId = _serviceProxy.Create(addReferrralRequest);
if (referralrequestId != Guid.Empty)
{
ReferralRequestId = referralrequestId.ToString();
Console.WriteLine("Created Patient Referral Request [" + ReferralRequestId + "] for Patient [" + PatientId + "]");
}
else
{
throw new Exception("ReferralRequestId == null");
}
}
catch (Exception ex)
{
throw new Exception(ex.ToString());
}
}
}
catch (Exception ex)
{
throw new Exception(ex.ToString());
}
return(referralrequestId);
}
/// <summary>
/// This method first connects to the Organization service. Afterwards, it
/// creates/retrieves a system user, and
/// updates the system user to associate with the salesperson role.
/// Note: Creating a user is only supported
/// in an on-premises/active directory environment.
/// </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
{
//<snippetRemoveRoleFromUser1>
// Connect to the Organization service.
// The using statement assures that the service proxy is properly disposed.
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri, serverConfig.Credentials, serverConfig.DeviceCredentials))
{
_serviceProxy.EnableProxyTypes();
CreateRequiredRecords();
// Retrieve a user.
SystemUser user = _serviceProxy.Retrieve(SystemUser.EntityLogicalName,
_userId, new ColumnSet(new String[] { "systemuserid", "firstname", "lastname" })).ToEntity <SystemUser>();
if (user != null)
{
Console.WriteLine("{1} {0} user account is retrieved.", user.FirstName, user.LastName);
// Find the role.
QueryExpression query = new QueryExpression
{
EntityName = "role",
ColumnSet = new ColumnSet("roleid"),
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression
{
AttributeName = "name",
Operator = ConditionOperator.Equal,
Values = { _givenRole }
}
}
}
};
// Get the role.
EntityCollection roles = _serviceProxy.RetrieveMultiple(query);
// Disassociate the role.
if (roles.Entities.Count > 0)
{
Role salesRole = _serviceProxy.RetrieveMultiple(query).Entities[0].ToEntity <Role>();
Console.WriteLine("Role {0} is retrieved.", _givenRole);
_serviceProxy.Disassociate(
"systemuser",
user.Id,
new Relationship("systemuserroles_association"),
new EntityReferenceCollection()
{
new EntityReference("role", salesRole.Id)
});
Console.WriteLine("Role {0} is disassociated from user {1} {2}.", _givenRole, user.FirstName, user.LastName);
}
}
}
//</snippetRemoveRoleFromUser1>
}
// 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;
}
}
/// <summary>
/// Create and configure the organization service proxy.
/// Create a new queue instance.
/// Optionally delete any entity records that were created for this sample.
/// </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
{
// 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();
// Define some anonymous types to define the range of possible
// queue property values.
var IncomingEmailDeliveryMethods = new
{
None = 0,
EmailRouter = 2,
ForwardMailbox = 3
};
var IncomingEmailFilteringMethods = new
{
AllEmailMessages = 0,
EmailMessagesInResponseToCrmEmail = 1,
EmailMessagesFromCrmLeadsContactsAndAccounts = 2
};
var OutgoingEmailDeliveryMethods = new
{
None = 0,
EmailRouter = 2
};
var QueueViewType = new
{
Public = 0,
Private = 1
};
// Create a queue instance and set its property values.
Queue newQueue = new Queue()
{
Name = "Example Queue.",
Description = "This is an example queue.",
IncomingEmailDeliveryMethod = new OptionSetValue(
IncomingEmailDeliveryMethods.None),
IncomingEmailFilteringMethod = new OptionSetValue(
IncomingEmailFilteringMethods.AllEmailMessages),
OutgoingEmailDeliveryMethod = new OptionSetValue(
OutgoingEmailDeliveryMethods.None),
QueueViewType = new OptionSetValue(
QueueViewType.Private)
};
// Create a new queue instance.
_queueId = _serviceProxy.Create(newQueue);
Console.WriteLine("Created {0}", newQueue.Name);
DeleteRequiredRecords(promptForDelete);
}
}
// 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;
}
}
/// <summary>
/// This method shows how to merge two entity records with the Merge message.
/// </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)
{
using (_serviceProxy = ServerConnection.GetOrganizationProxy(serverConfig))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
//Create the Contact and Incident required for this sample.
CreateRequiredRecords();
//<snippetMerge1>
// Create the target for the request.
EntityReference target = new EntityReference();
// Id is the GUID of the account that is being merged into.
// LogicalName is the type of the entity being merged to, as a string
target.Id = _account1Id;
target.LogicalName = Account.EntityLogicalName;
// Create the request.
MergeRequest merge = new MergeRequest();
// SubordinateId is the GUID of the account merging.
merge.SubordinateId = _account2Id;
merge.Target = target;
merge.PerformParentingChecks = false;
Console.WriteLine("\nMerging account2 into account1 and adding " +
"\"test\" as Address 1 Line 1");
// Create another account to hold new data to merge into the entity.
// If you use the subordinate account object, its data will be merged.
Account updateContent = new Account();
updateContent.Address1_Line1 = "test";
// Set the content you want updated on the merged account
merge.UpdateContent = updateContent;
// Execute the request.
MergeResponse merged = (MergeResponse)_serviceProxy.Execute(merge);
//</snippetMerge1>
Account mergeeAccount =
(Account)_serviceProxy.Retrieve(Account.EntityLogicalName,
_account2Id, new ColumnSet(allColumns: true));
if (mergeeAccount.Merged == true)
{
Account mergedAccount =
(Account)_serviceProxy.Retrieve(Account.EntityLogicalName,
_account1Id, new ColumnSet(allColumns: true));
Console.WriteLine("\nAccounts merged successfully into account1");
Console.WriteLine(" Name: {0}", mergedAccount.Name);
Console.WriteLine(" Description: {0}", mergedAccount.Description);
Console.WriteLine(" Number of Employees: {0}",
mergedAccount.NumberOfEmployees);
Console.WriteLine(" Address 1 Line 1: {0}",
mergedAccount.Address1_Line1);
}
DeleteRequiredRecords(promptForDelete);
}
}
/// <summary>
/// This sample creates a role that is not linked to any entity type. All
/// connection roles that apply to all are found and shown. Then the role is
/// linked to the account entity and it is demonstrated that the role only works
/// for accounts at this point, not for all. Subsequently the link to the account
/// entity is removed and it is shown that the role is now applicable to all
/// entities again.
/// </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
{
//<snippetQueryConnectionRolesByEntityTypeCode1>
// Connect to the Organization service.
// The using statement assures that the service proxy will be properly disposed.
using (_serviceProxy = ServerConnection.GetOrganizationProxy(serverConfig))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
// Define some anonymous types to define the range
// of possible connection property values.
var Categories = new
{
Business = 1,
Family = 2,
Social = 3,
Sales = 4,
Other = 5
};
// Create a Connection Role.
ConnectionRole setupConnectionRole = new ConnectionRole
{
Name = "Example Connection Role",
Category = new OptionSetValue(Categories.Business),
};
_connectionRoleId = _serviceProxy.Create(setupConnectionRole);
setupConnectionRole.Id = _connectionRoleId;
Console.WriteLine("Created {0}.", setupConnectionRole.Name);
// Query for all Connection Roles.
QueryExpression allQuery = new QueryExpression
{
EntityName = ConnectionRole.EntityLogicalName,
ColumnSet = new ColumnSet("connectionroleid", "name"),
Distinct = true,
LinkEntities =
{
new LinkEntity
{
LinkToEntityName =
ConnectionRoleObjectTypeCode.EntityLogicalName,
LinkToAttributeName = "connectionroleid",
LinkFromEntityName = ConnectionRole.EntityLogicalName,
LinkFromAttributeName = "connectionroleid",
LinkCriteria = new FilterExpression
{
FilterOperator = LogicalOperator.And,
// Set a condition to only get connection roles
// related to all entities (object type code = 0).
Conditions =
{
new ConditionExpression
{
AttributeName = "associatedobjecttypecode",
Operator = ConditionOperator.Equal,
Values = { 0 }
}
}
}
}
}
};
EntityCollection results = _serviceProxy.RetrieveMultiple(allQuery);
// Here you could perform operations on all of
// the connectionroles found by the query.
Console.WriteLine("Retrieved {0} unassociated connectionrole instance(s).",
results.Entities.Count);
// Query to find roles which apply only to accounts.
QueryExpression accountQuery = new QueryExpression
{
EntityName = ConnectionRole.EntityLogicalName,
ColumnSet = new ColumnSet("connectionroleid", "name"),
Distinct = true,
LinkEntities =
{
new LinkEntity
{
LinkToEntityName =
ConnectionRoleObjectTypeCode.EntityLogicalName,
LinkToAttributeName = "connectionroleid",
LinkFromEntityName = ConnectionRole.EntityLogicalName,
LinkFromAttributeName = "connectionroleid",
LinkCriteria = new FilterExpression
{
FilterOperator = LogicalOperator.And,
// Set a condition to only get connection roles
// related to accounts (object type code = 1).
Conditions =
{
new ConditionExpression
{
AttributeName = "associatedobjecttypecode",
Operator = ConditionOperator.In,
Values = {
Account.EntityLogicalName
}
}
}
}
}
}
};
results = _serviceProxy.RetrieveMultiple(accountQuery);
Console.WriteLine("Retrieved {0} account-only connectionrole instance(s).",
results.Entities.Count);
// Create a related Connection Role Object Type Code record for
// Account.
ConnectionRoleObjectTypeCode setupAccountConnectionRoleTypeCode
= new ConnectionRoleObjectTypeCode
{
ConnectionRoleId = new EntityReference(
ConnectionRole.EntityLogicalName, _connectionRoleId),
AssociatedObjectTypeCode = Account.EntityLogicalName
};
setupAccountConnectionRoleTypeCode.Id =
_serviceProxy.Create(setupAccountConnectionRoleTypeCode);
Console.Write("Created a related Connection Role Object Type Code");
Console.Write(" record for Account.");
// Run the query to find unassociated connectionroles again.
results = _serviceProxy.RetrieveMultiple(allQuery);
Console.WriteLine(@"Retrieved {0} unassociated connectionrole instance(s).",
results.Entities.Count);
// Run the account-only query again.
results = _serviceProxy.RetrieveMultiple(accountQuery);
Console.WriteLine("Retrieved {0} account-only connectionrole instance(s).",
results.Entities.Count);
// Remove the link from account entity.
_serviceProxy.Delete(ConnectionRoleObjectTypeCode.EntityLogicalName,
setupAccountConnectionRoleTypeCode.Id);
Console.WriteLine("Removed link from connectionrole to account entity.");
// Run the query to find unassociated connectionroles again.
results = _serviceProxy.RetrieveMultiple(allQuery);
Console.WriteLine("Retrieved {0} unassociated connectionrole instance(s).",
results.Entities.Count);
// Run the account-only query again.
results = _serviceProxy.RetrieveMultiple(accountQuery);
Console.WriteLine("Retrieved {0} account-only connectionrole instance(s).",
results.Entities.Count);
DeleteRequiredRecords(promptForDelete);
}
//</snippetQueryConnectionRolesByEntityTypeCode1>
}
// 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;
}
}
/// <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 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("quote, ");
// Create a new product called Widget A.
var newProduct = new Product()
{
Name = "Widget A",
Description = "Industrial widget for hi-tech industries",
QuantityOnHand = 2,
ProductNumber = "WIDG-A",
ProductStructure = new OptionSetValue(1),
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.Write("product, ");
// 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 Product
SetStateRequest publishRequest1 = new SetStateRequest
{
EntityMoniker = new EntityReference(Product.EntityLogicalName, _productId),
State = new OptionSetValue((int)ProductState.Active),
Status = new OptionSetValue(1)
};
_serviceProxy.Execute(publishRequest1);
// 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.Write("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;
}
}
/// <summary>
/// This sample demonstrates how to execute a collection of message requests using a single web service
/// call and optionally return the results.
/// </summary>
/// <seealso cref="http://msdn.microsoft.com/en-us/library/gg328075.aspx"/>
/// <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
{
//<snippetExecuteMultiple1>
// Get a reference to the organization service.
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri, serverConfig.Credentials, serverConfig.DeviceCredentials))
{
// Enable early-bound type support to add/update entity records required for this sample.
_serviceProxy.EnableProxyTypes();
#region Execute Multiple with Results
// Create an ExecuteMultipleRequest object.
requestWithResults = new ExecuteMultipleRequest()
{
// Assign settings that define execution behavior: continue on error, return responses.
Settings = new ExecuteMultipleSettings()
{
ContinueOnError = false,
ReturnResponses = true
},
// Create an empty organization request collection.
Requests = new OrganizationRequestCollection()
};
// Create several (local, in memory) entities in a collection.
EntityCollection input = GetCollectionOfEntitiesToCreate();
// Add a CreateRequest for each entity to the request collection.
foreach (var entity in input.Entities)
{
CreateRequest createRequest = new CreateRequest {
Target = entity
};
requestWithResults.Requests.Add(createRequest);
}
// Execute all the requests in the request collection using a single web method call.
ExecuteMultipleResponse responseWithResults =
(ExecuteMultipleResponse)_serviceProxy.Execute(requestWithResults);
// Display the results returned in the responses.
foreach (var responseItem in responseWithResults.Responses)
{
// A valid response.
if (responseItem.Response != null)
{
DisplayResponse(requestWithResults.Requests[responseItem.RequestIndex], responseItem.Response);
}
// An error has occurred.
else if (responseItem.Fault != null)
{
DisplayFault(requestWithResults.Requests[responseItem.RequestIndex],
responseItem.RequestIndex, responseItem.Fault);
}
}
//</snippetExecuteMultiple1>
#endregion Execute Multiple with Results
#region Execute Multiple with No Results
ExecuteMultipleRequest requestWithNoResults = new ExecuteMultipleRequest()
{
// Set the execution behavior to not continue after the first error is received
// and to not return responses.
Settings = new ExecuteMultipleSettings()
{
ContinueOnError = false,
ReturnResponses = false
},
Requests = new OrganizationRequestCollection()
};
// Update the entities that were previously created.
EntityCollection update = GetCollectionOfEntitiesToUpdate();
foreach (var entity in update.Entities)
{
UpdateRequest updateRequest = new UpdateRequest {
Target = entity
};
requestWithNoResults.Requests.Add(updateRequest);
}
ExecuteMultipleResponse responseWithNoResults =
(ExecuteMultipleResponse)_serviceProxy.Execute(requestWithNoResults);
// There should be no responses unless there was an error. Only the first error
// should be returned. That is the behavior defined in the settings.
if (responseWithNoResults.Responses.Count > 0)
{
foreach (var responseItem in responseWithNoResults.Responses)
{
if (responseItem.Fault != null)
{
DisplayFault(requestWithNoResults.Requests[responseItem.RequestIndex],
responseItem.RequestIndex, responseItem.Fault);
}
}
}
else
{
Console.WriteLine("All account records have been updated successfully.");
}
#endregion Execute Multiple with No Results
#region Execute Multiple with Continue On Error
ExecuteMultipleRequest requestWithContinueOnError = new ExecuteMultipleRequest()
{
// Set the execution behavior to continue on an error and not return responses.
Settings = new ExecuteMultipleSettings()
{
ContinueOnError = true,
ReturnResponses = false
},
Requests = new OrganizationRequestCollection()
};
// Update the entities but introduce some bad attribute values so we get errors.
EntityCollection updateWithErrors = GetCollectionOfEntitiesToUpdateWithErrors();
foreach (var entity in updateWithErrors.Entities)
{
UpdateRequest updateRequest = new UpdateRequest {
Target = entity
};
requestWithContinueOnError.Requests.Add(updateRequest);
}
ExecuteMultipleResponse responseWithContinueOnError =
(ExecuteMultipleResponse)_serviceProxy.Execute(requestWithContinueOnError);
// There should be no responses except for those that contain an error.
if (responseWithContinueOnError.Responses.Count > 0)
{
if (responseWithContinueOnError.Responses.Count < requestWithContinueOnError.Requests.Count)
{
Console.WriteLine("Response collection contain a mix of successful response objects and errors.");
}
foreach (var responseItem in responseWithContinueOnError.Responses)
{
if (responseItem.Fault != null)
{
DisplayFault(requestWithContinueOnError.Requests[responseItem.RequestIndex],
responseItem.RequestIndex, responseItem.Fault);
}
}
}
else
{
// No errors means all transactions are successful.
Console.WriteLine("All account records have been updated successfully.");
}
#endregion Execute Multiple with Continue On Error
DeleteRequiredRecords(promptforDelete);
}
}
// <snippetExecuteMultiple2>
catch (FaultException <OrganizationServiceFault> fault)
{
// Check if the maximum batch size has been exceeded. The maximum batch size is only included in the fault if it
// the input request collection count exceeds the maximum batch size.
if (fault.Detail.ErrorDetails.Contains("MaxBatchSize"))
{
int maxBatchSize = Convert.ToInt32(fault.Detail.ErrorDetails["MaxBatchSize"]);
if (maxBatchSize < requestWithResults.Requests.Count)
{
// Here you could reduce the size of your request collection and re-submit the ExecuteMultiple request.
// For this sample, that only issues a few requests per batch, we will just print out some info. However,
// this code will never be executed because the default max batch size is 1000.
Console.WriteLine("The input request collection contains %0 requests, which exceeds the maximum allowed (%1)",
requestWithResults.Requests.Count, maxBatchSize);
}
}
// Re-throw so Main() can process the fault.
throw;
}
// </snippetExecuteMultiple2>
}
/// <summary>
/// Create an e-mail activity instance from the specified e-mail message.
/// <param name="serverConfig">Contains server connection information.</param>
/// <param name="promptforDelete">When True, the user will be prompted to delete all
/// created entities.</param>
/// </summary>
public void Run(ServerConnection.Configuration serverConfig, bool promptForDelete)
{
try
{
// 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();
// Create a contact to send an email to (To: field)
Contact emailContact = new Contact()
{
FirstName = "Lisa",
LastName = "Andrews",
EMailAddress1 = "*****@*****.**"
};
_contactId = _serviceProxy.Create(emailContact);
Console.WriteLine("Created a sample contact.");
// Get a system user to send the email (From: field)
WhoAmIRequest systemUserRequest = new WhoAmIRequest();
WhoAmIResponse systemUserResponse = (WhoAmIResponse)_serviceProxy.Execute(systemUserRequest);
ColumnSet cols = new ColumnSet("internalemailaddress");
SystemUser emailSender = (SystemUser)_serviceProxy.Retrieve(SystemUser.EntityLogicalName, systemUserResponse.UserId, cols);
//<snippetDeliverPromoteEmail1>
// Create the request.
DeliverPromoteEmailRequest deliverEmailRequest = new DeliverPromoteEmailRequest
{
Subject = "SDK Sample Email",
To = emailContact.EMailAddress1,
From = emailSender.InternalEMailAddress,
Bcc = String.Empty,
Cc = String.Empty,
Importance = "high",
Body = "This message will create an email activity.",
MessageId = Guid.NewGuid().ToString(),
SubmittedBy = "",
ReceivedOn = DateTime.Now
};
// We won't attach a file to the email, but the Attachments property is required.
deliverEmailRequest.Attachments = new EntityCollection(new ActivityMimeAttachment[0]);
deliverEmailRequest.Attachments.EntityName = ActivityMimeAttachment.EntityLogicalName;
// Execute the request.
DeliverPromoteEmailResponse deliverEmailResponse = (DeliverPromoteEmailResponse)_serviceProxy.Execute(deliverEmailRequest);
// Verify the success.
// Define an anonymous type to define the possible values for
// email status
var EmailStatus = new
{
Draft = 1,
Completed = 2,
Sent = 3,
Received = 3,
Canceled = 5,
PendingSend = 6,
Sending = 7,
Failed = 8,
};
// Query for the delivered email, and verify the status code is "Sent".
ColumnSet deliveredMailColumns = new ColumnSet("statuscode");
Email deliveredEmail = (Email)_serviceProxy.Retrieve(Email.EntityLogicalName, deliverEmailResponse.EmailId, deliveredMailColumns);
_emailId = deliveredEmail.ActivityId.Value;
if (deliveredEmail.StatusCode.Value == EmailStatus.Sent)
{
Console.WriteLine("Successfully created and delivered the e-mail message.");
}
//</snippetDeliverPromoteEmail1>
DeleteRequiredRecords(promptForDelete);
}
}
// 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;
}
}
/// <summary>
/// This method first connects to the Organization service. Afterwards, a
/// case is created. The IsValidStateTransition is used to test if a state change
/// is valid. The case is closed, re-opened and then closed with SetState.
/// </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)
{
using (_serviceProxy = ServerConnection.GetOrganizationProxy(serverConfig))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
//Create the Contact and Incident required for this sample.
CreateRequiredRecords();
//<snippetIsValidStateTransition>
// Create an EntityReference to represent an open case
EntityReference caseReference = new EntityReference()
{
LogicalName = Incident.EntityLogicalName,
Id = _caseIncidentId
};
IsValidStateTransitionRequest checkState =
new IsValidStateTransitionRequest();
// Set the transition request to an open case
checkState.Entity = caseReference;
// Check to see if a new state of "resolved" and
// a new status of "problem solved" are valid
checkState.NewState = IncidentState.Resolved.ToString();
checkState.NewStatus = (int)incident_statuscode.ProblemSolved;
// Execute the request
IsValidStateTransitionResponse checkStateResponse =
(IsValidStateTransitionResponse)_serviceProxy.Execute(checkState);
//</snippetIsValidStateTransition>
// Handle the response
if (checkStateResponse.IsValid)
{
String changeAnswer = "y"; // default to "y" unless prompting for delete
if (promptForDelete)
{
// The case can be closed
Console.WriteLine("Validate State Request returned that the case " +
"can be closed.");
Console.Write("\nDo you want to change the record state? " +
"(y/n) [y]: ");
changeAnswer = Console.ReadLine();
Console.WriteLine();
}
if (changeAnswer.StartsWith("y") || changeAnswer.StartsWith("Y") ||
changeAnswer == String.Empty)
{
// Call function to change the incident to the closed state
CloseIncident(caseReference);
// Re-open the incident and change its state
SetState(caseReference);
}
}
else
{
// The case cannot be closed
Console.WriteLine("Validate State Request returned that the " +
"change is not valid.");
}
DeleteRequiredRecords(promptForDelete);
}
}
/// <summary>
/// This method first creates sample articles and publishes them, then searches
/// for the articles by body, keyword and title. Finally, it retrieves the
/// articles by top incident subject and top incident product.
/// </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
{
// 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))
// Using the ServiceContext class makes the queries easier
using (_context = new ServiceContext(_serviceProxy))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
CreateRequiredRecords();
#region Search Knowledge base by Body
// Create the request
SearchByBodyKbArticleRequest searchByBodyRequest =
new SearchByBodyKbArticleRequest()
{
SubjectId = _subjectId,
UseInflection = true, // allows for a different tense or
// inflection to be substituted for the search text
SearchText = "contained", // will also match on 'contains'
QueryExpression = new QueryExpression()
{
ColumnSet = new ColumnSet("articlexml"),
EntityName = KbArticle.EntityLogicalName
}
};
// Execute the request
Console.WriteLine(" Searching for published article with 'contained' in the body");
SearchByBodyKbArticleResponse seachByBodyResponse =
(SearchByBodyKbArticleResponse)_context.Execute(searchByBodyRequest);
// Check success
var retrievedArticleBodies = seachByBodyResponse.EntityCollection.Entities
.Select((entity) => ((KbArticle)entity).ArticleXml);
if (retrievedArticleBodies.Count() == 0)
{
throw new Exception("No articles found");
}
Console.WriteLine(" Results of search (article bodies found):");
foreach (var body in retrievedArticleBodies)
{
Console.WriteLine(body);
}
#endregion
#region Search knowledge base by Keyword
// Create the request
SearchByKeywordsKbArticleRequest searchByKeywordRequest =
new SearchByKeywordsKbArticleRequest()
{
SubjectId = _subjectId,
UseInflection = true,
SearchText = "Search",
QueryExpression = new QueryExpression()
{
ColumnSet = new ColumnSet("keywords"),
EntityName = KbArticle.EntityLogicalName
}
};
// Execute the request
Console.WriteLine();
Console.WriteLine(" Searching for published article with 'search' as a keyword");
var searchByKeywordResponse =
(SearchByKeywordsKbArticleResponse)_context.Execute(searchByKeywordRequest);
// Check success
var retrievedArticleKeywords = searchByKeywordResponse.EntityCollection.Entities
.Select((entity) => (KbArticle)entity);
if (retrievedArticleKeywords.Count() == 0)
{
throw new Exception("No articles found");
}
Console.WriteLine(" Results of search (keywords found):");
foreach (var article in retrievedArticleKeywords)
{
Console.WriteLine(article.KeyWords);
}
#endregion
#region Search knowledge base by Title
// create the request
SearchByTitleKbArticleRequest searchByTitleRequest =
new SearchByTitleKbArticleRequest()
{
SubjectId = _subjectId,
UseInflection = false,
SearchText = "code",
QueryExpression = new QueryExpression()
{
ColumnSet = new ColumnSet("title"),
EntityName = KbArticle.EntityLogicalName
}
};
// execute the request
Console.WriteLine();
Console.WriteLine(" Searching for published articles with 'code' in the title");
var searchByTitleResponse = (SearchByTitleKbArticleResponse)
_context.Execute(searchByTitleRequest);
// check success
var retrievedArticles = searchByTitleResponse.EntityCollection.Entities
.Select((entity) => (KbArticle)entity);
Console.WriteLine(" Results of search (titles found):");
foreach (var article in retrievedArticles)
{
Console.WriteLine(article.Title);
}
#endregion
#region Retrieve by top incident subject
// create the request
var retrieveByTopIncidentSubjectRequest =
new RetrieveByTopIncidentSubjectKbArticleRequest()
{
SubjectId = _subjectId
};
// execute request
Console.WriteLine();
Console.WriteLine(" Searching for the top articles in subject 'Default Subject'");
var retrieveByTopIncidentSubjectResponse = (RetrieveByTopIncidentSubjectKbArticleResponse)
_context.Execute(retrieveByTopIncidentSubjectRequest);
// check success
var articles = retrieveByTopIncidentSubjectResponse.EntityCollection.Entities.Select(
(entity) => (KbArticle)entity);
Console.WriteLine(" Top articles in subject 'Default Subject':");
foreach (var article in articles)
{
Console.WriteLine(article.Title);
}
#endregion
#region Retrieve by top incident product
// create the request
var retrieveByTopIncidentProductRequest =
new RetrieveByTopIncidentProductKbArticleRequest()
{
ProductId = _product.Id
};
// execute request
Console.WriteLine();
Console.WriteLine(" Searching for the top articles for product 'Sample Product'");
var retrieveByTopIncidentProductResponse = (RetrieveByTopIncidentProductKbArticleResponse)
_context.Execute(retrieveByTopIncidentProductRequest);
// check success
articles = retrieveByTopIncidentProductResponse.EntityCollection.Entities.Select(
(entity) => (KbArticle)entity);
Console.WriteLine(" Top articles for product 'Sample Product':");
foreach (var article in articles)
{
Console.WriteLine(article.Title);
}
#endregion
DeleteRequiredRecords(promptforDelete);
}
}
// 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;
}
}
/// <summary>
/// This method first connects to the Organization service. Afterwards,
/// basic create, retrieve, update, and delete entity 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
{
//<snippetExportRibbonXml1>
// Connect to the Organization service.
// The using statement assures that the service proxy will be properly disposed.
using (_serviceProxy = ServerConnection.GetOrganizationProxy(serverConfig))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
//Create export folder for ribbon xml files if not already exist.
if (!Directory.Exists(exportFolder))
{
Directory.CreateDirectory(exportFolder);
}
//<snippetExportRibbonXml3>
//Retrieve the Appliation Ribbon
RetrieveApplicationRibbonRequest appribReq = new RetrieveApplicationRibbonRequest();
RetrieveApplicationRibbonResponse appribResp = (RetrieveApplicationRibbonResponse)_serviceProxy.Execute(appribReq);
System.String applicationRibbonPath = Path.GetFullPath(exportFolder + "\\applicationRibbon.xml");
File.WriteAllBytes(applicationRibbonPath, unzipRibbon(appribResp.CompressedApplicationRibbonXml));
//</snippetExportRibbonXml3>
//Write the path where the file has been saved.
Console.WriteLine(applicationRibbonPath);
//<snippetExportRibbonXml4>
//Retrieve system Entity Ribbons
RetrieveEntityRibbonRequest entRibReq = new RetrieveEntityRibbonRequest()
{
RibbonLocationFilter = RibbonLocationFilters.All
};
#region retrieval code
bool isDone = false;
while (!isDone)
{
Console.WriteLine("\nRetrieve all ribbons or specific ribbons? (a)ll/(s)pecific: ");
string input = Console.ReadLine();
if (input == "a")
{
foreach (System.String entityName in entitiesWithRibbons)
{
entRibReq.EntityName = entityName;
RetrieveEntityRibbonResponse entRibResp = (RetrieveEntityRibbonResponse)_serviceProxy.Execute(entRibReq);
System.String entityRibbonPath = Path.GetFullPath(exportFolder + "\\" + entityName + "Ribbon.xml");
File.WriteAllBytes(entityRibbonPath, unzipRibbon(entRibResp.CompressedEntityXml));
//Write the path where the file has been saved.
Console.WriteLine(entityRibbonPath);
}
//</snippetExportRibbonXml4>
//<snippetExportRibbonXml5>
//Check for custom entities
RetrieveAllEntitiesRequest raer = new RetrieveAllEntitiesRequest()
{
EntityFilters = EntityFilters.Entity
};
RetrieveAllEntitiesResponse resp = (RetrieveAllEntitiesResponse)_serviceProxy.Execute(raer);
foreach (EntityMetadata em in resp.EntityMetadata)
{
if (em.IsCustomEntity == true && em.IsIntersect == false)
{
entRibReq.EntityName = em.LogicalName;
RetrieveEntityRibbonResponse entRibResp = (RetrieveEntityRibbonResponse)_serviceProxy.Execute(entRibReq);
System.String entityRibbonPath = Path.GetFullPath(exportFolder + "\\" + em.LogicalName + "Ribbon.xml");
File.WriteAllBytes(entityRibbonPath, unzipRibbon(entRibResp.CompressedEntityXml));
//Write the path where the file has been saved.
Console.WriteLine(entityRibbonPath);
}
}
isDone = true;
}
else if (input == "s")
{
// first do system entities
int i = 0;
foreach (System.String entityName in entitiesWithRibbons)
{
Console.WriteLine("[{0}] {1}", i++, entityName);
}
Console.WriteLine("Enter the numbers of the entities to download, separated by commas: ");
string entityNums = Console.ReadLine();
string[] entityNumsArr = entityNums.Split(new char[] { ',' });
foreach (string numStr in entityNumsArr)
{
int num;
if (Int32.TryParse(numStr, out num))
{
if (num >= 0 && num < entitiesWithRibbons.Length)
{
string entityName = entitiesWithRibbons[num];
entRibReq.EntityName = entityName;
RetrieveEntityRibbonResponse entRibResp = (RetrieveEntityRibbonResponse)_serviceProxy.Execute(entRibReq);
System.String entityRibbonPath = Path.GetFullPath(exportFolder + "\\" + entityName + "Ribbon.xml");
File.WriteAllBytes(entityRibbonPath, unzipRibbon(entRibResp.CompressedEntityXml));
//Write the path where the file has been saved.
Console.WriteLine(entityRibbonPath);
}
else
{
Console.WriteLine("No element index {0} in entitiesWithRibbons, skipping...", num);
}
}
}
// next check for custom entities
RetrieveAllEntitiesRequest raer = new RetrieveAllEntitiesRequest()
{
EntityFilters = EntityFilters.Entity
};
RetrieveAllEntitiesResponse resp = (RetrieveAllEntitiesResponse)_serviceProxy.Execute(raer);
i = 0;
foreach (EntityMetadata em in resp.EntityMetadata)
{
if (em.IsCustomEntity == true && em.IsIntersect == false)
{
Console.WriteLine("[{0}] {1}", i, em.LogicalName);
}
i++;
}
Console.WriteLine("Enter the numbers of the entities to download, separated by commas: ");
entityNums = Console.ReadLine();
entityNumsArr = entityNums.Split(new char[] { ',' });
//foreach (EntityMetadata em in resp.EntityMetadata)
foreach (string numStr in entityNumsArr)
{
int index;
if (Int32.TryParse(numStr, out index))
{
if (index >= 0 && index < resp.EntityMetadata.Length)
{
EntityMetadata em = resp.EntityMetadata[index];
if (em.IsCustomEntity == true && em.IsIntersect == false)
{
entRibReq.EntityName = em.LogicalName;
RetrieveEntityRibbonResponse entRibResp = (RetrieveEntityRibbonResponse)_serviceProxy.Execute(entRibReq);
System.String entityRibbonPath = Path.GetFullPath(exportFolder + "\\" + em.LogicalName + "Ribbon.xml");
File.WriteAllBytes(entityRibbonPath, unzipRibbon(entRibResp.CompressedEntityXml));
//Write the path where the file has been saved.
Console.WriteLine(entityRibbonPath);
}
}
}
}
Console.WriteLine("");
isDone = true;
}
}
#endregion
}
//</snippetExportRibbonXml5>
//</snippetExportRibbonXml1>
}
// 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;
}
}
/// <summary>
/// Create a custom entity.
/// Update the custom entity.
/// Optionally delete the custom entity.
/// </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
{
// 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();
// Create the custom entity.
CreateEntityRequest createrequest = new CreateEntityRequest
{
//Define the entity
Entity = new EntityMetadata
{
SchemaName = _customEntityName,
DisplayName = new Label("Bank Account", 1033),
DisplayCollectionName = new Label("Bank Accounts", 1033),
Description = new Label("An entity to store information about customer bank accounts", 1033),
OwnershipType = OwnershipTypes.UserOwned,
IsActivity = false,
},
// Define the primary attribute for the entity
PrimaryAttribute = new StringAttributeMetadata
{
SchemaName = "new_accountname",
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
MaxLength = 100,
FormatName = StringFormatName.Text,
DisplayName = new Label("Account Name", 1033),
Description = new Label("The primary attribute for the Bank Account entity.", 1033)
}
};
_serviceProxy.Execute(createrequest);
Console.WriteLine("The Bank Account custom entity has been created.");
// Add some attributes to the Bank Account entity
CreateAttributeRequest createBankNameAttributeRequest = new CreateAttributeRequest
{
EntityName = _customEntityName,
Attribute = new StringAttributeMetadata
{
SchemaName = "new_bankname",
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
MaxLength = 100,
FormatName = StringFormatName.Text,
DisplayName = new Label("Bank Name", 1033),
Description = new Label("The name of the bank.", 1033)
}
};
_serviceProxy.Execute(createBankNameAttributeRequest);
Console.WriteLine("\nA Bank Name attribute has been added to the Bank Account entity.");
CreateAttributeRequest createBalanceAttributeRequest = new CreateAttributeRequest
{
EntityName = _customEntityName,
Attribute = new MoneyAttributeMetadata
{
SchemaName = "new_balance",
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
PrecisionSource = 2,
DisplayName = new Label("Balance", 1033),
Description = new Label("Account Balance at the last known date", 1033),
}
};
_serviceProxy.Execute(createBalanceAttributeRequest);
Console.WriteLine("A Balance attribute has been added to the Bank Account entity.");
CreateAttributeRequest createCheckedDateRequest = new CreateAttributeRequest
{
EntityName = _customEntityName,
Attribute = new DateTimeAttributeMetadata
{
SchemaName = "new_checkeddate",
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
Format = DateTimeFormat.DateOnly,
DisplayName = new Label("Date", 1033),
Description = new Label("The date the account balance was last confirmed", 1033)
}
};
_serviceProxy.Execute(createCheckedDateRequest);
Console.WriteLine("A date attribute has been added to the Bank Account entity.");
//Create a customer lookup attribute to link the bank account with an account or a contact record.
CreateCustomerRelationshipsRequest createCustomerReq = new CreateCustomerRelationshipsRequest
{
Lookup = new LookupAttributeMetadata
{
Description = new Label("The owner of the bank account", 1033),
DisplayName = new Label("Account owner", 1033),
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.ApplicationRequired),
SchemaName = "new_customerid"
},
OneToManyRelationships = new OneToManyRelationshipMetadata[]
{
new OneToManyRelationshipMetadata()
{
ReferencedEntity = "account",
ReferencingEntity = _customEntityName,
SchemaName = "new_bankaccount_customer_account",
},
new OneToManyRelationshipMetadata()
{
ReferencedEntity = "contact",
ReferencingEntity = _customEntityName,
SchemaName = "new_bankaccount_customer_contact",
}
},
};
_serviceProxy.Execute(createCustomerReq);
Console.WriteLine("A customer lookup attribute has been added to the Bank Account entity \nto link it with the Account or Contact entity.");
//Create a lookup attribute to link the bank account with a contact record.
CreateOneToManyRequest req = new CreateOneToManyRequest()
{
Lookup = new LookupAttributeMetadata()
{
Description = new Label("The referral (lead) from the bank account owner", 1033),
DisplayName = new Label("Referral", 1033),
LogicalName = "new_parent_leadid",
SchemaName = "New_Parent_leadId",
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.Recommended)
},
OneToManyRelationship = new OneToManyRelationshipMetadata()
{
AssociatedMenuConfiguration = new AssociatedMenuConfiguration()
{
Behavior = AssociatedMenuBehavior.UseCollectionName,
Group = AssociatedMenuGroup.Details,
Label = new Label("Bank Accounts", 1033),
Order = 10000
},
CascadeConfiguration = new CascadeConfiguration()
{
Assign = CascadeType.Cascade,
Delete = CascadeType.Cascade,
Merge = CascadeType.Cascade,
Reparent = CascadeType.Cascade,
Share = CascadeType.Cascade,
Unshare = CascadeType.Cascade
},
ReferencedEntity = "lead",
ReferencedAttribute = "leadid",
ReferencingEntity = _customEntityName,
SchemaName = "new_lead_new_bankaccount"
}
};
_serviceProxy.Execute(req);
Console.WriteLine("A lookup attribute has been added to the Bank Account entity \nto link it with the Lead entity.");
//Create an Image attribute for the custom entity
// Only one Image attribute can be added to an entity that doesn't already have one.
CreateAttributeRequest createEntityImageRequest = new CreateAttributeRequest
{
EntityName = _customEntityName,
Attribute = new ImageAttributeMetadata
{
SchemaName = "EntityImage", //The name is always EntityImage
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
DisplayName = new Label("Image", 1033),
Description = new Label("An image to represent the bank account.", 1033)
}
};
_serviceProxy.Execute(createEntityImageRequest);
Console.WriteLine("An image attribute has been added to the Bank Account entity.");
RetrieveEntityRequest retrieveBankAccountEntityRequest = new RetrieveEntityRequest
{
EntityFilters = EntityFilters.Entity,
LogicalName = _customEntityName
};
RetrieveEntityResponse retrieveBankAccountEntityResponse = (RetrieveEntityResponse)_serviceProxy.Execute(retrieveBankAccountEntityRequest);
EntityMetadata BankAccountEntity = retrieveBankAccountEntityResponse.EntityMetadata;
// Disable Mail merge
BankAccountEntity.IsMailMergeEnabled = new BooleanManagedProperty(false);
// Enable Notes
UpdateEntityRequest updateBankAccountRequest = new UpdateEntityRequest
{
Entity = BankAccountEntity,
HasNotes = true
};
_serviceProxy.Execute(updateBankAccountRequest);
Console.WriteLine("\nThe Bank Account entity has been updated");
//Update the entity form so the new fields are visible
UpdateEntityForm(_customEntityName);
// Customizations must be published after an entity is updated.
PublishAllXmlRequest publishRequest = new PublishAllXmlRequest();
_serviceProxy.Execute(publishRequest);
Console.WriteLine("\nCustomizations were published.");
//Provides option to view the entity in the default solution
ShowEntityInBrowser(promptForDelete, BankAccountEntity);
//Provides option to view the entity form with the fields added
ShowEntityFormInBrowser(promptForDelete, BankAccountEntity);
DeleteRequiredRecords(promptForDelete);
}
}
// 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;
}
}
/// <summary>
/// Create and configure the organization service proxy.
/// Create a recurring appointment.
/// Retrieve the recurring appointment.
/// Update the retrieved recurring appointment.
/// Optionally delete any entity records that were created for this sample.
/// </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
{
// 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();
//<snippetCRUDRecurringAppointment1>
// Define an anonymous type to define the possible recurrence pattern values.
var RecurrencePatternTypes = new
{
Daily = 0,
Weekly = 1,
Monthly = 2,
Yearly = 3
};
// Define an anonymous type to define the possible values for days
// of the week
var DayOfWeek = new
{
Sunday = 0x01,
Monday = 0x02,
Tuesday = 0x04,
Wednesday = 0x08,
Thursday = 0x10,
Friday = 0x20,
Saturday = 0x40
};
// Define an anonymous type to define the possible values
// for the recurrence rule pattern end type.
var RecurrenceRulePatternEndType = new
{
NoEndDate = 1,
Occurrences = 2,
PatternEndDate = 3
};
// Create a recurring appointment
RecurringAppointmentMaster newRecurringAppointment = new RecurringAppointmentMaster
{
Subject = "Sample Recurring Appointment",
StartTime = DateTime.Now.AddHours(1),
EndTime = DateTime.Now.AddHours(2),
RecurrencePatternType = new OptionSetValue(RecurrencePatternTypes.Weekly),
Interval = 1,
DaysOfWeekMask = DayOfWeek.Thursday,
PatternStartDate = DateTime.Today,
Occurrences = 10,
PatternEndType = new OptionSetValue(RecurrenceRulePatternEndType.Occurrences)
};
_recurringAppointmentMasterId = _serviceProxy.Create(newRecurringAppointment);
Console.WriteLine("Created {0}.", newRecurringAppointment.Subject);
// Retrieve the newly created recurring appointment
QueryExpression recurringAppointmentQuery = new QueryExpression
{
EntityName = RecurringAppointmentMaster.EntityLogicalName,
ColumnSet = new ColumnSet("subject"),
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression
{
AttributeName = "subject",
Operator = ConditionOperator.Equal,
Values = { "Sample Recurring Appointment" }
},
new ConditionExpression
{
AttributeName = "interval",
Operator = ConditionOperator.Equal,
Values = { 1 }
}
}
},
PageInfo = new PagingInfo
{
Count = 1,
PageNumber = 1
}
};
RecurringAppointmentMaster retrievedRecurringAppointment =
_serviceProxy.RetrieveMultiple(recurringAppointmentQuery).
Entities.Select(x => (RecurringAppointmentMaster)x).FirstOrDefault();
Console.WriteLine("Retrieved the recurring appointment.");
// Update the recurring appointment.
// Update the following for the retrieved recurring appointment series:
// 1. Update the subject.
// 2. Update the number of occurences to 5.
// 3. Update the appointment interval to 2.
retrievedRecurringAppointment.Subject = "Updated Recurring Appointment";
retrievedRecurringAppointment.Occurrences = 5;
retrievedRecurringAppointment.Interval = 2;
_serviceProxy.Update(retrievedRecurringAppointment);
Console.WriteLine("Updated the subject, occurrences, and interval of the recurring appointment.");
//</snippetCRUDRecurringAppointment1>
DeleteRequiredRecords(promptForDelete);
}
}
// 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;
}
}
