/// <summary>
/// Gets the Accounts associated with a Team and/or DSM2
/// </summary>
/// <param name="TeamID">Team or DSM2 ID</param>
/// <param name="DSM2">Not Used</param>
/// <returns>List of Account Model class</returns>
public static List <CRMAccountModel> GetCRMAccountsForTeamService(string TeamID, string DSM2)
{
List <CRMAccountModel> theAccounts = new List <CRMAccountModel>();
try
{
CrmServiceClient conn = new CrmServiceClient(DatabaseServices.GetCRMDBConnectionString());
IOrganizationService _orgService;
_orgService = (IOrganizationService)conn.OrganizationWebProxyClient != null ? (IOrganizationService)conn.OrganizationWebProxyClient : (IOrganizationService)conn.OrganizationServiceProxy;
Guid objGuid = Guid.Empty;
if (Guid.TryParse(TeamID, out objGuid))
{
// string can be converted to GUID
// no additional processing needed
}
else
{
// can not parse into a guid
throw new Exception("Can not convert TeamID into GUID");
}
QueryExpression query = new QueryExpression
{
EntityName = "account",
ColumnSet = new ColumnSet("accountid", "name", "csi_facilityname", "ownerid", "new_dsm2"),
Criteria =
{
Filters =
{
new FilterExpression
{
FilterOperator = LogicalOperator.Or,
Conditions =
{
//new ConditionExpression("ownerid", ConditionOperator.Equal, TeamID.Trim()),
new ConditionExpression("ownerid", ConditionOperator.Equal, objGuid),
//new ConditionExpression("new_dsm2", ConditionOperator.Equal, TeamID.Trim())
new ConditionExpression("new_dsm2", ConditionOperator.Equal, objGuid)
}
}
}
}
};
// return records sorted by name
//query.AddOrder("csi_facilityname", OrderType.Ascending);
query.AddOrder("name", OrderType.Ascending);
EntityCollection entityRecords = _orgService.RetrieveMultiple(query);
// see if data returned
if (entityRecords != null && entityRecords.Entities.Count > 0)
{
CRMAccountModel entityModel;
for (int i = 0; i < entityRecords.Entities.Count; i++)
{
// new blank copy of the C# model
entityModel = new CRMAccountModel();
if (entityRecords[i].Contains("accountid") && entityRecords[i]["accountid"] != null)
{
entityModel.Id = entityRecords[i]["accountid"].ToString();
}
if (entityRecords[i].Contains("csi_facilityname") && entityRecords[i]["csi_facilityname"] != null)
{
entityModel.CSI_FacilityName = entityRecords[i]["csi_facilityname"].ToString();
}
if (entityRecords[i].Contains("name") && entityRecords[i]["name"] != null)
{
entityModel.Name = CRMUtilityServices.GetTitleCaseService(entityRecords[i]["name"].ToString());
}
if (entityRecords[i].Contains("ownerid") && entityRecords[i]["ownerid"] != null)
{
EntityReference ownerRef = entityRecords[i].GetAttributeValue <EntityReference>("ownerid");
entityModel.OwnerID = ownerRef.Id.ToString();
//entityModel.OwnerID = entityRecords[i]["ownerid"].ToString();
}
if (entityRecords[i].Contains("new_dsm2") && entityRecords[i]["new_dsm2"] != null)
{
EntityReference ownerRef = entityRecords[i].GetAttributeValue <EntityReference>("new_dsm2");
entityModel.OwnerID = ownerRef.Id.ToString();
//entityModel.New_DSM2 = entityRecords[i]["new_dsm2"].ToString();
}
// add row to collection
theAccounts.Add(entityModel);
}
}
}
catch (Exception ex)
{
Console.WriteLine(ex.Message);
}
return(theAccounts);
}
public static List <CRMContactModel> GetCRMContactsForRelationshipService(string relationshipID)
{
List <CRMContactModel> theContacts = new List <CRMContactModel>();
try
{
CrmServiceClient conn = new CrmServiceClient(DatabaseServices.GetCRMDBConnectionString());
IOrganizationService _orgService;
_orgService = (IOrganizationService)conn.OrganizationWebProxyClient != null ? (IOrganizationService)conn.OrganizationWebProxyClient : (IOrganizationService)conn.OrganizationServiceProxy;
QueryExpression query = new QueryExpression
{
EntityName = "contact",
ColumnSet = new ColumnSet("contactid", "fullname"),
Criteria =
{
Filters =
{
new FilterExpression
{
FilterOperator = LogicalOperator.And,
Conditions =
{
new ConditionExpression("contactid", ConditionOperator.Equal, relationshipID.Trim())
}
}
}
}
};
EntityCollection entityRecords = _orgService.RetrieveMultiple(query);
// see if data returned
if (entityRecords != null && entityRecords.Entities.Count > 0)
{
CRMContactModel entityModel;
for (int i = 0; i < entityRecords.Entities.Count; i++)
{
// new blank copy of the C# model
entityModel = new CRMContactModel();
if (entityRecords[i].Contains("contactid") && entityRecords[i]["contactid"] != null)
{
entityModel.Id = entityRecords[i]["contactid"].ToString();
}
if (entityRecords[i].Contains("fullname") && entityRecords[i]["fullname"] != null)
{
entityModel.ContactName = CRMUtilityServices.GetTitleCaseService(entityRecords[i]["fullname"].ToString());
}
// add row to collection
theContacts.Add(entityModel);
}
}
}
catch (Exception ex)
{
Console.WriteLine(ex.Message);
}
return(theContacts);
}
public static List <CRMAccountModel> CRMGetSharedAccountsService(string userID)
{
List <CRMAccountModel> theAccts = new List <CRMAccountModel>();
try
{
CrmServiceClient conn = new CrmServiceClient(DatabaseServices.GetCRMDBConnectionString());
IOrganizationService _orgService;
_orgService = (IOrganizationService)conn.OrganizationWebProxyClient != null ? (IOrganizationService)conn.OrganizationWebProxyClient : (IOrganizationService)conn.OrganizationServiceProxy;
Guid objGuid = Guid.Empty;
if (Guid.TryParse(userID, out objGuid))
{
// string can be converted to GUID
// no additional processing needed
}
else
{
// can not parse into a guid
throw new Exception("Can not convert User ID into GUID");
}
QueryExpression query = new QueryExpression
{
EntityName = "principalobjectaccess",
ColumnSet = new ColumnSet("objectid"),
LinkEntities =
{
new LinkEntity
{
Columns = new ColumnSet("accountid", "name"),
EntityAlias = "acct",
JoinOperator = JoinOperator.LeftOuter,
LinkFromAttributeName = "objectid",
LinkFromEntityName = "principalobjectaccess",
LinkToAttributeName = "accountid",
LinkToEntityName = "account"
}
},
Criteria =
{
Filters =
{
new FilterExpression
{
FilterOperator = LogicalOperator.And,
Conditions =
{
new ConditionExpression("objecttypecode", ConditionOperator.Equal, "account"),
new ConditionExpression("principaltypecode", ConditionOperator.Equal, "systemuser"),
new ConditionExpression("principalid", ConditionOperator.Equal, objGuid)
}
}
}
}
};
// return records sorted by name
//query.AddOrder("csi_facilityname", OrderType.Ascending);
//query.AddOrder("name", OrderType.Ascending);
EntityCollection entityRecords = _orgService.RetrieveMultiple(query);
// see if data returned
if (entityRecords != null && entityRecords.Entities.Count > 0)
{
CRMAccountModel entityModel;
for (int i = 0; i < entityRecords.Entities.Count; i++)
{
// new blank copy of the C# model
entityModel = new CRMAccountModel();
if (entityRecords[i].Contains("acct.accountid") && entityRecords[i]["acct.accountid"] != null)
{
AliasedValue acctID = entityRecords[i].GetAttributeValue <AliasedValue>("acct.accountid");
entityModel.Id = acctID.Value.ToString();
}
if (entityRecords[i].Contains("acct.name") && entityRecords[i]["acct.name"] != null)
{
AliasedValue acctN = entityRecords[i].GetAttributeValue <AliasedValue>("acct.name");
entityModel.Name = CRMUtilityServices.GetTitleCaseService(acctN.Value.ToString());
entityModel.CSI_FacilityName = entityModel.Name;
}
// add row to collection
theAccts.Add(entityModel);
}
}
}
catch (Exception ex)
{
Console.WriteLine(ex.Message);
}
return(theAccts);
}