public List <Account> getAllCustomerAccounts() { IOrganizationService service = CRMHelper.ConnectToMSCRM(); /* * * Select AccountId, AccountName * From Account * Where AccountStatus= 'Customer' * Order by AccountName Asec * */ QueryExpression query = new QueryExpression("account"); query.ColumnSet = new ColumnSet(new string[] { "name" }); query.Orders.Add(new OrderExpression("name", OrderType.Ascending)); EntityCollection accountEntityList = service.RetrieveMultiple(query); List <Account> AccountList = new List <Account>(); foreach (Entity Item in accountEntityList.Entities) { AccountList.Add(FillData(Item)); } return(AccountList); }
public void getEntityNamefromID() { Guid ID = new Guid("0AB01E00-65D4-E511-80EF-3863BB369D50"); IOrganizationService service = CRMHelper.ConnectToMSCRM(); List <string> entityList = new List <string>(); entityList.Add("contact"); entityList.Add("account"); entityList.Add("opportunity"); string entityName = string.Empty; foreach (string item in entityList) { try { Entity Output = service.Retrieve(item, ID, new ColumnSet()); entityName = Output.LogicalName; return; } catch { continue; } } }
public IEnumerable <EntityMetadata> getSolutionEntities(string SolutionUniqueName) { IOrganizationService service = CRMHelper.ConnectToMSCRM(); // get solution components for solution unique name QueryExpression componentsQuery = new QueryExpression { EntityName = "solutioncomponent", ColumnSet = new ColumnSet(true), Criteria = new FilterExpression(), }; LinkEntity solutionLink = new LinkEntity("solutioncomponent", "solution", "solutionid", "solutionid", JoinOperator.Inner); solutionLink.LinkCriteria = new FilterExpression(); solutionLink.LinkCriteria.AddCondition(new ConditionExpression("uniquename", ConditionOperator.Equal, SolutionUniqueName)); componentsQuery.LinkEntities.Add(solutionLink); componentsQuery.Criteria.AddCondition(new ConditionExpression("componenttype", ConditionOperator.Equal, 1)); EntityCollection ComponentsResult = service.RetrieveMultiple(componentsQuery); //Get all entities RetrieveAllEntitiesRequest AllEntitiesrequest = new RetrieveAllEntitiesRequest() { EntityFilters = EntityFilters.Entity, RetrieveAsIfPublished = true }; RetrieveAllEntitiesResponse AllEntitiesresponse = (RetrieveAllEntitiesResponse)service.Execute(AllEntitiesrequest); //Join entities Id and solution Components Id var entityList = AllEntitiesresponse.EntityMetadata.Join(ComponentsResult.Entities.Select(x => x.Attributes["objectid"]), x => x.MetadataId, y => y, (x, y) => x); return(entityList); }
public void getAnnotationAttachment() { IOrganizationService service = CRMHelper.ConnectToMSCRM(); QueryExpression query = new QueryExpression("annotation"); query.ColumnSet = new ColumnSet(new string[] { "filesize" }); query.Criteria.AddCondition("filesize", ConditionOperator.GreaterThan, 0); EntityCollection List = CRMHelper.RetrieveMultiple(query, service); decimal totalSize = 0; foreach (Entity Item in List.Entities) { decimal filesize = Convert.ToDecimal(Item.Attributes["filesize"].ToString()); totalSize = totalSize + filesize; } Console.WriteLine("Total File Size :" + totalSize); decimal inKB = totalSize / 1024; decimal inMB = inKB / 1024; decimal inGB = inMB / 1024; Console.ReadLine(); }
public bool IsXAuthorExcelSolutionInstalled(string uniqueName) { try { bool value = false; QueryExpression querySampleSolution = new QueryExpression { EntityName = "solution", ColumnSet = new ColumnSet(new string[] { "publisherid", "installedon", "version", "versionnumber", "friendlyname" }), }; querySampleSolution.Criteria.AddCondition("uniquename", ConditionOperator.Equal, uniqueName); IOrganizationService service = CRMHelper.ConnectToMSCRM(); EntityCollection SolutionList = service.RetrieveMultiple(querySampleSolution); if (SolutionList.Entities.Count == 1) { value = true; } return(value); } catch (Exception ex) { throw ex; } }
public void getEmailAttachment() { IOrganizationService service = CRMHelper.ConnectToMSCRM(); QueryExpression query = new QueryExpression("activitymimeattachment"); query.ColumnSet = new ColumnSet(new string[] { "filesize" }); Console.WriteLine("IOrganization Service Object Created"); EntityCollection EntityList = CRMHelper.RetrieveMultiple(query, service); List <int> FileSizeList = new List <int>(); foreach (Entity Item in EntityList.Entities) { if (Item.Attributes.Contains("filesize")) { FileSizeList.Add(Convert.ToInt32(Item["filesize"])); } } var TotalSize = 0; foreach (int Item in FileSizeList) { TotalSize = TotalSize + Item; } var SizeKB = TotalSize / 1024; var SizeMB = SizeKB / 1024; var SizeGB = SizeMB / 1024; }
public void createNewFieldLevelSecurityProfile() { IOrganizationService service = CRMHelper.ConnectToMSCRM(); //Create Security Profile Entity profile = new Entity("fieldsecurityprofile"); profile["name"] = "Profile Created From Code"; profile["description"] = "Profile Created from Code and just to use for test purpose"; Guid profileId = service.Create(profile); // Create Field Permission Entity permission = new Entity("fieldpermission"); permission["fieldsecurityprofileid"] = new EntityReference(profile.LogicalName, profileId); permission["entityname"] = "opportunity"; permission["attributelogicalname"] = "estimatedvalue"; permission["canread"] = new OptionSetValue(FieldPermissionType.NotAllowed); permission["cancreate"] = new OptionSetValue(FieldPermissionType.NotAllowed); permission["canupdate"] = new OptionSetValue(FieldPermissionType.NotAllowed); Guid permissionId = service.Create(permission); // Associate Field Security Profile with Users Guid userId = new Guid("0CEAF899-6D01-4577-80DF-0EDEBCE57570"); Relationship relationShip = new Relationship("systemuserprofiles_association"); EntityReferenceCollection collection = new EntityReferenceCollection(); collection.Add(new EntityReference(profile.LogicalName, profileId)); service.Associate("systemuser", userId, relationShip, collection); }
public void updateAllProductToActive() { IOrganizationService service = CRMHelper.ConnectToMSCRM(); QueryExpression query = new QueryExpression("product"); query.ColumnSet = new ColumnSet(new string[] { "name" }); query.Criteria.AddCondition("statecode", ConditionOperator.Equal, 2); query.Criteria.AddCondition("createdon", ConditionOperator.Yesterday); EntityCollection productentityList = service.RetrieveMultiple(query); Console.WriteLine("Total Product to be Procceed are : " + productentityList.Entities.Count); int counter = 0; foreach (Entity Item in productentityList.Entities) { SetStateRequest publishRequest = new SetStateRequest { EntityMoniker = new EntityReference(Item.LogicalName, Item.Id), State = new OptionSetValue(0), Status = new OptionSetValue(1) }; service.Execute(publishRequest); counter++; if (counter % 100 == 0) { Console.WriteLine("Total Product Updated are : " + counter); } } }
public void updateAllEmployeeonyByOne() { IOrganizationService service = CRMHelper.ConnectToMSCRM(); Console.WriteLine("update All Employee Started"); DateTime StartGetTime = DateTime.Now; Console.WriteLine("Start Method of All Employee :" + StartGetTime.ToString()); EntityCollection List = getAllEmployee(); DateTime EndGetTime = DateTime.Now; Console.WriteLine("End Method of All Employee at :" + EndGetTime.ToString()); double DiffinSeconds = (EndGetTime - StartGetTime).TotalSeconds; Console.WriteLine("Method Took Time in Second:" + DiffinSeconds.ToString()); StartGetTime = DateTime.Now; Console.WriteLine("Starting Updating First 500 Records" + StartGetTime.ToString()); for (int cnt = 0; cnt < List.Entities.Count; cnt++) { if (cnt == 499) { break; } Entity Item = new Entity("new_employee"); Item.Id = List.Entities[cnt].Id; Item.Attributes.Add("new_jobtitle", "Associate Engineer"); service.Update(Item); } EndGetTime = DateTime.Now; Console.WriteLine("Completed Updating First 500 Records at : " + EndGetTime.ToString()); double DiffinSecond = (EndGetTime - StartGetTime).TotalSeconds; Console.WriteLine("Total Operation Time in Seconds : " + DiffinSecond.ToString()); Console.ReadLine(); }
public void pushAccountAttachmentToAzureBlob() { Guid accountId = new Guid("78C36B5E-9473-E511-80E4-3863BB348EE8"); IOrganizationService service = CRMHelper.ConnectToMSCRM(); //Get Document Attachment from Annoation associated with this Account QueryExpression query = new QueryExpression("annotation"); query.ColumnSet = new ColumnSet(new string[] { "filename", "documentbody" }); query.Criteria.AddCondition("isdocument", ConditionOperator.Equal, true); query.Criteria.AddCondition("objectid", ConditionOperator.Equal, accountId); EntityCollection attachmentList = service.RetrieveMultiple(query); BlobHelper blobHeloer = new BlobHelper(AZURE_STORAGE_ACCOUNT, AZURE_STORAGE_KEY); foreach (Entity attachment in attachmentList.Entities) { string documentBody = attachment.Attributes["documentbody"].ToString(); string fileName = attachment.Attributes["filename"].ToString(); blobHeloer.PutBlob(AZURE_STORAGE_CONTAINER, fileName, documentBody); } }
public void DeleteAccount() { IOrganizationService service = CRMHelper.ConnectToMSCRM(); Guid AccountId = new Guid(); service.Delete("account", AccountId); }
public void getAccountbyIndustryCode(Guid contactId) { QueryExpression query = new QueryExpression("account"); query.Criteria.AddCondition("primarycontactid", ConditionOperator.Equal, contactId); IOrganizationService service = CRMHelper.ConnectToMSCRM(); EntityCollection AccountList = service.RetrieveMultiple(query); }
public void GetAllSecurityteam() { IOrganizationService service = CRMHelper.ConnectToMSCRM(); /* * * Select AccountId, AccountName * From Account * Where AccountStatus= 'Customer' * Order by AccountName Asec * */ string teamName = "FinanceTeam"; QueryExpression query = new QueryExpression("systemuser"); query.ColumnSet = new ColumnSet(new string[] { "fullname", "domainname" }); LinkEntity TeamOwnerShipLinkEntity = new LinkEntity("systemusuer", "teammembership", "systemuserid", "systemuserid", JoinOperator.Inner); LinkEntity TeamLinkEnitty = new LinkEntity("teammembership", "team", "teamid", "teamid", JoinOperator.Inner); TeamLinkEnitty.LinkCriteria.AddCondition("name", ConditionOperator.Equal, teamName); TeamOwnerShipLinkEntity.LinkEntities.Add(TeamLinkEnitty); query.LinkEntities.Add(TeamOwnerShipLinkEntity); EntityCollection accountEntityList = service.RetrieveMultiple(query); // Create the AddMembersTeamRequest object. AddMembersTeamRequest addRequest = new AddMembersTeamRequest(); // Set the AddMembersTeamRequest TeamID property to the object ID of // an existing team. addRequest.TeamId = new Guid("A9DE5707-7D0D-E811-A958-000D3AF083FD"); // Set the AddMembersTeamRequest MemberIds property to an // array of GUIDs that contains the object IDs of one or more system users. Guid[] memberIds = new[] { new Guid("C68F0F3F-680D-E811-A95B-000D3AF07CE4") }; addRequest.MemberIds = memberIds; // Execute the request. service.Execute(addRequest); RemoveMembersTeamRequest removeRequest = new RemoveMembersTeamRequest(); removeRequest.TeamId = new Guid("A9DE5707-7D0D-E811-A958-000D3AF083FD"); // Set the AddMembersTeamRequest MemberIds property to an // array of GUIDs that contains the object IDs of one or more system users. removeRequest.MemberIds = memberIds; // Execute the request. service.Execute(removeRequest); //service.Associate("team", new Guid("A9DE5707-7D0D-E811-A958-000D3AF083FD"), new Relationship("teamroles_association"),) }
public void getAllProducts() { IOrganizationService service = CRMHelper.ConnectToMSCRM(); QueryExpression query = new QueryExpression("product"); query.TopCount = 20; EntityCollection List = service.RetrieveMultiple(query); }
public void ConnectCRM() { DateTime startTime = DateTime.Now; IOrganizationService service = CRMHelper.ConnectToMSCRM(); DateTime EndTime = DateTime.Now; var DiffinSecond = (EndTime - startTime).TotalSeconds; Console.WriteLine("Total Time Taken in Connect in seconds :" + DiffinSecond); }
public void UpdateEmployeeLoyalti(Guid EmpployeeId) { IOrganizationService service = CRMHelper.ConnectToMSCRM(); Entity employee = new Entity("new_employee"); employee.Id = EmpployeeId; employee.Attributes.Add("new_loyalti", 60); service.Update(employee); }
public void deleteQuote() { IOrganizationService service = CRMHelper.ConnectToMSCRM(); Entity quote = new Entity("quote"); quote.Id = new Guid("B2960DD9-00C5-E511-80ED-3863BB346A70"); quote.Attributes.Add("apttus_abandonquote", true); service.Update(quote); }
public void getAllContactsCount() { QueryExpression query = new QueryExpression("contact"); query.Criteria.AddCondition("statecode", ConditionOperator.Equal, 0); IOrganizationService service = CRMHelper.ConnectToMSCRM(); EntityCollection List = CRMHelper.RetrieveMultiple(query, service); Console.ReadLine(); }
public void getaccountbylatitude() { string value = "50.5"; QueryExpression query = new QueryExpression("account"); query.ColumnSet = new ColumnSet(new string[] { "address1_latitude" }); query.Criteria.AddCondition("address1_latitude", ConditionOperator.GreaterThan, Convert.ToDouble(value)); IOrganizationService service = CRMHelper.ConnectToMSCRM(); EntityCollection AccountList = service.RetrieveMultiple(query); }
public void changeOppOwner() { IOrganizationService service = CRMHelper.ConnectToMSCRM(); Guid oppId = new Guid("F2B3D5A9-F5C4-E511-80ED-3863BB346A70"); Entity oppEntity = new Entity("opportunity"); oppEntity.Attributes.Add("ownerid", new EntityReference("systemuser", new Guid("0CEAF899-6D01-4577-80DF-0EDEBCE57570"))); oppEntity.Id = oppId; service.Update(oppEntity); }
public EntityCollection getAllEmployee() { QueryExpression query = new QueryExpression("new_employee"); query.ColumnSet = new ColumnSet(new string[] { "new_name", "new_loyalti", "new_jobtitle", "new_grade" }); IOrganizationService service = CRMHelper.ConnectToMSCRM(); EntityCollection List = CRMHelper.RetrieveMultiple(query, service); return(List); }
public void getAllOppbyCustomerId() { Guid CustomerId = new Guid("F2612DD3-B8C4-E511-80ED-3863BB346A70"); IOrganizationService service = CRMHelper.ConnectToMSCRM(); QueryExpression query = new QueryExpression("opportunity"); query.ColumnSet = new ColumnSet(true); query.Criteria.AddCondition("customerid", ConditionOperator.Equal, CustomerId); EntityCollection TaskList = service.RetrieveMultiple(query); }
public Guid addNewEmployee() { Guid empId = Guid.Empty; IOrganizationService service = CRMHelper.ConnectToMSCRM(); Entity employee = new Entity("new_employee"); employee.Attributes.Add("new_name", "Ankit Rahevar"); employee.Attributes.Add("new_loyalti", 40); empId = service.Create(employee); return(empId); }
public void getAllTaskByContactId() { Guid ContactId = new Guid("B6F08E3E-3DBF-E511-80ED-3863BB369D50"); IOrganizationService service = CRMHelper.ConnectToMSCRM(); QueryExpression query = new QueryExpression("task"); query.ColumnSet = new ColumnSet(true); query.Criteria.AddCondition("regardingobjectid", ConditionOperator.Equal, ContactId); EntityCollection TaskList = service.RetrieveMultiple(query); }
public Guid InsertAccount() { IOrganizationService service = CRMHelper.ConnectToMSCRM(); Entity Account = new Entity("account"); Account.Attributes.Add("name", "Test Account"); Guid AccountId = service.Create(Account); return(AccountId); }
public void getAllTaskByAccountId() { Guid AccountId = new Guid("64E065F0-D8DE-E511-80F0-3863BB346A70"); IOrganizationService service = CRMHelper.ConnectToMSCRM(); QueryExpression query = new QueryExpression("task"); query.ColumnSet = new ColumnSet(true); query.Criteria.AddCondition("regardingobjectid", ConditionOperator.Equal, AccountId); EntityCollection TaskList = service.RetrieveMultiple(query); }
public void updateAccount(Guid acocuntId) { Entity account = new Entity("account"); account.Id = acocuntId; IOrganizationService service = CRMHelper.ConnectToMSCRM(); account.Attributes.Add("address1_longitude", Convert.ToDecimal(500)); service.Update(account); }
public EntityCollection getAllEmployeeWithLoyalti() { IOrganizationService service = CRMHelper.ConnectToMSCRM(); QueryExpression query = new QueryExpression("new_employee"); query.Criteria.AddCondition("new_loyalti", ConditionOperator.GreaterThan, 0); query.ColumnSet = new ColumnSet(true); EntityCollection EmployeeEntityList = service.RetrieveMultiple(query); return(EmployeeEntityList); }
public bool saveApplication(Guid appId, Guid uniqueId, byte[] config, byte[] template, string templateName, byte[] scheme, string edition) { IOrganizationService service = CRMHelper.ConnectToMSCRM(); bool _isSaveApp = true; int editionval = 0; if (appId == Guid.Empty) { appId = getAppIdbyAppUniqueId(uniqueId); } if (!string.IsNullOrEmpty(edition)) { editionval = getEditionOptionSetValuebyText(service, "apttus_xapps_application", "apttus_xapps_edition", edition); } if (editionval > 0) { // Update App Entity with Edition Value Entity appEntity = new Entity("apttus_xapps_application"); appEntity.Id = appId; appEntity.Attributes.Add("apttus_xapps_edition", new OptionSetValue(editionval)); service.Update(appEntity); } // Remove existing Attachments and Create new Attachments QueryExpression attachementQ = new QueryExpression("annotation"); attachementQ.Criteria.AddCondition("objectid", ConditionOperator.Equal, appId); EntityCollection existingAttachmentEntitySet = service.RetrieveMultiple(attachementQ); foreach (Entity item in existingAttachmentEntitySet.Entities) { service.Delete(item.LogicalName, item.Id); } //Save ConfigFile if (saveAnnotation(appId, "apttus_xapps_application", "AppDefinition.xml", config, service) == Guid.Empty) { _isSaveApp = false; } //Save Template File if (saveAnnotation(appId, "apttus_xapps_application", templateName, template, service) == Guid.Empty) { _isSaveApp = false; } //Save Schema if (saveAnnotation(appId, "apttus_xapps_application", "ExternalSchema.json", scheme, service) == Guid.Empty) { _isSaveApp = false; } return(_isSaveApp); }
public void getEntityMetaData() { IOrganizationService service = CRMHelper.ConnectToMSCRM(); RetrieveVersionRequest versionReq = new RetrieveVersionRequest(); RetrieveVersionResponse resp = (RetrieveVersionResponse)service.Execute(versionReq); //assigns the version to a string string VersionNumber = resp.Version; bool isKeyCompatibleVersion = isCompatibleVersion(VersionNumber); MetadataFilterExpression EntityFilter = new MetadataFilterExpression(LogicalOperator.And); EntityFilter.Conditions.Add(new MetadataConditionExpression("LogicalName", MetadataConditionOperator.Equals, "contact")); MetadataPropertiesExpression EntityProperties = new MetadataPropertiesExpression() { AllProperties = false }; EntityProperties.PropertyNames.AddRange(new string[] { "Attributes", "OneToManyRelationships", "LogicalName", "DisplayName", "PrimaryIdAttribute", "PrimaryNameAttribute" }); if (isKeyCompatibleVersion) { EntityProperties.PropertyNames.Add("Keys"); } MetadataPropertiesExpression AttributeProperties = new MetadataPropertiesExpression() { AllProperties = false }; AttributeProperties.PropertyNames.AddRange("AttributeType", "LogicalName", "DisplayName", "SchemaName", "AttributeType", "IsPrimaryName", "IsValidForUpdate", "OptionSet"); EntityQueryExpression entityQueryExpression = new EntityQueryExpression() { Criteria = EntityFilter, Properties = EntityProperties, AttributeQuery = new AttributeQueryExpression() { Properties = AttributeProperties }//, //RelationshipQuery = new RelationshipQueryExpression() { Properties = new MetadataPropertiesExpression() { AllProperties = true} } }; RetrieveMetadataChangesRequest req = new RetrieveMetadataChangesRequest() { Query = entityQueryExpression }; var response = (RetrieveMetadataChangesResponse)service.Execute(req); }