public void Example(IOrganizationService service)
{
/* Notes:
* - Use Delete when removing a small number of records
* - Use BulkDeleteRequest/Response when you need to remove larger number of records
* - Remember delete can be blocked by relationship rules (cascade, etc..) for related data
* - Same rules can cause delete of one record to delete many records
* - Choose beetween Delete and Inactivate of records
*/
entities.Account acc = new entities.Account();
acc.CreditLimit = new Money((decimal)50000);
Guid accountID = service.Create(acc);
entities.Account retAccount = service.Retrieve("account", accountID, new ColumnSet("creditlimit")) as entities.Account;
service.Delete(retAccount.LogicalName, retAccount.Id);
}
public void Example(IOrganizationService service)
{
entities.Account earlyBoundAccount = new entities.Account();
earlyBoundAccount.Name = "Cool Business";
Guid accountID = service.Create(earlyBoundAccount);
entities.Contact earlyBoundContact = new entities.Contact();
earlyBoundContact.FirstName = "Jimmy";
earlyBoundContact.LastName = "Beans";
Guid contactID = service.Create(earlyBoundContact);
var relInfo = new Relationship("account_primary_contact");
var relatedIDs = new EntityReferenceCollection();
relatedIDs.Add(earlyBoundAccount.ToEntityReference());
// How to use Associate:
service.Associate(entities.Contact.EntityLogicalName, contactID, relInfo, relatedIDs);
// How to use Disassociate:
service.Disassociate(entities.Contact.EntityLogicalName, contactID, relInfo, relatedIDs);
}
public void Example(IOrganizationService service)
{
// NOTES:
// - You can use importsequencenumber on create for things like import batch number, etc...
/* ***********************************************************
* EXAMPLE: 'Late Bound' Entity
* (late-bound means that it is not typed)
* ***********************************************************/
/* **** SETTING different kinds of fields on a late-bound **** */
Entity account = new Entity("account");
account["name"] = "test"; // make sure that 'name' is an attribute that exists,
// and that its type is string, otherwise error
// INTEGER FIELDS
account["numberofemployees"] = 12345;
account["numberofemployees"] = "12345"; // this will throw an error
// OPTION SET FIELDS
account["accountcategorycode"] = new OptionSetValue(1);
// MONEY FIELDS
account["creditlimit"] = new Money((decimal)50000);
// LOOKUP FIELDS
var contact = new Entity("contact")
{
Id = Guid.NewGuid()
}; // dummy contact
account["primarycontactid"] = new EntityReference(contact.LogicalName, contact.Id);
// LOOKUP FIELDS (method 2):
var contact2 = new Entity("contact")
{
Id = Guid.NewGuid()
}; // dummy contact
account["primarycontactid"] = contact.ToEntityReference();
// Create using the IOrganizationService
Guid accountID = service.Create(account);
// Retrieve the account we just created:
entities.Account retAccount = service.Retrieve("account", accountID, new ColumnSet(true)) as entities.Account;
// Some system fields, such as createdon, can be overridden with special fields:
account["overriddencreatedon"] = new DateTime(2011, 11, 1, 1, 00, 00);
// - During the objects creation, the 'overriddencreatedon' that we set, and the
// 'createdon' system field will swap
/* ***********************************************************
* EXAMPLE: 'EARLY Bound' Entity
* (early-bound means that we have defined a class for each
* entity type in our CRM)
* ***********************************************************/
entities.Account account2 = new entities.Account();
account2.Name = "Snapographcs, LLC";
account2.NumberOfEmployees = 124;
account2.AccountCategoryCode = new OptionSetValue(1);
account2.CreditLimit = new Money((decimal)50000);
// Create using the IOrganizationService
Guid accountID2 = service.Create(account2);
// Retrieve the account we just created:
entities.Account retAccount2 = service.Retrieve("account", accountID2, new ColumnSet(true)) as entities.Account;
}
public void Example(IOrganizationService service)
{
/* Notes:
* - retrieve is NOT required before updating
* - specify only the columns you need to update
* - All columns passed will be tracked as changed by CRM events and auditing even if they didn't change
* - you can update statuscode but not statecode directly
* - Modified By and Modified On are updated by CRM
*/
// When working with items that you have already retrieved, be careful about the columns:
Entity account = new Entity("account"); // pretend that this is not a new entity, but rather one that we pulled from CRM
Entity accountInfo = service.Retrieve(
account.LogicalName,
Guid.NewGuid(),
new Microsoft.Xrm.Sdk.Query.ColumnSet(true));
if (!accountInfo.Contains("creditlimit"))
{
accountInfo["creditlimit"] = new Money(500.00M);
service.Update(accountInfo); // HERE:
// Unfortunately, ALL columns on the account will be updated (and audited),
// INCLUDING any plugins that run on those columns being modified!!
}
// instead, use:
Entity accountInfo2 = service.Retrieve(
account.LogicalName,
Guid.NewGuid(),
new Microsoft.Xrm.Sdk.Query.ColumnSet("accountid", "creditlimit")); // specify exact columns
// You CANNOT Update the following:
// Primary key
// createdon, createdby, modifiedon, modifiedby
// (see exception in GettingDataExample)
// ownerid, owningteam, owninguser
// statecode
// ***** SIMPLE EARLY BOUND EXAMPLE ******
entities.Account acc = new entities.Account();
acc.CreditLimit = new Money((decimal)50000);
Guid accountID = service.Create(acc);
entities.Account retAccount = service.Retrieve("account", accountID, new ColumnSet("creditlimit")) as entities.Account;
// Updating the credit limit:
retAccount.CreditLimit = new Money((decimal)500);
// Update the account (only updates the fields we specified in the ColumnSet when we pulled the account from CRM)
service.Update(retAccount);
// ***** UPDATE USING A NEW ENTITY *****
entities.Account retAccount2 = service.Retrieve("account", accountID, new ColumnSet("creditlimit")) as entities.Account;
// Use the Id of the queried account in the constructor of a new account object:
entities.Account updater = new entities.Account()
{
Id = retAccount2.Id
};
// Updating the credit limit:
updater.CreditLimit = new Money((decimal)400);
// Update the retAccount2 account with our new account:
service.Update(updater);
// ***** SETTING STATE *****
// Entities have Status (aka statecode) and status reason (aka statuscode)
// Generated types include enums for system entity state values
// Status and Status Reason can be set using SetStateRequest
Entity lateBoundAccount = new Entity("account");
account["name"] = "test";
Guid myAccountId = service.Create(lateBoundAccount);
lateBoundAccount = service.Retrieve("account", myAccountId, new ColumnSet("name"));
SetStateRequest reqState = new SetStateRequest();
// moniker is now an EntityReference object (moniker means 'name')
reqState.EntityMoniker = lateBoundAccount.ToEntityReference();
reqState.State = new OptionSetValue((int)entities.AccountState.Inactive);
// status is also inactive
reqState.Status = new OptionSetValue(2);
var respState = service.Execute(reqState) as SetStateResponse;
// ***** ASSIGNING RECORDS *****
// User/Team owned records can have owner assigned/changed
// At time of create ownerid defaults to calling user unless set
// Use AssignRequest/Response to change owner
entities.SystemUser user = new entities.SystemUser();
entities.Account myAccount = new entities.Account();
AssignRequest assignreq = new AssignRequest();
assignreq.Assignee = user.ToEntityReference();
assignreq.Target = myAccount.ToEntityReference();
var assignResp = service.Execute(assignreq) as AssignResponse;
}
