/// <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 && _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 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 = ServerConnection.GetOrganizationProxy(serverConfig))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
CreateRequiredRecords();
// Activate the workflow.
Console.WriteLine("\nActivating the workflow...");
//<snippetSetStateWorkflow1>
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);
//</snippetSetStateWorkflow1>
// 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...");
//<snippetSetStateWorkflow2>
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);
//</snippetSetStateWorkflow2>
}
// 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>
/// Create and configure the organization service proxy.
/// Initiate the method to create any data that this sample requires.
/// Link the custom attributes.
/// 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();
// Create a custom string attribute for the appointment instance
StringAttributeMetadata customAppointmentInstanceAttribute = new StringAttributeMetadata
{
LogicalName = "new_customAppInstanceAttribute",
DisplayName = new Label("CustomAppInstanceAttribute", 1033),
Description = new Label("Sample Custom Appointment Instance Attribute", 1033),
MaxLength = 500,
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
SchemaName = "new_customAppInstanceAttribute"
};
CreateAttributeRequest instanceAttributeRequest = new CreateAttributeRequest
{
Attribute = customAppointmentInstanceAttribute,
EntityName = "appointment"
};
CreateAttributeResponse instanceAttributeResponse = (CreateAttributeResponse)_serviceProxy.Execute(instanceAttributeRequest);
_instanceAttributeID = instanceAttributeResponse.AttributeId;
// Create a custom string attribute for the recurring appointment master (series)
StringAttributeMetadata customAppointmentSeriesAttribute = new StringAttributeMetadata
{
LogicalName = "new_customAppSeriesAttribute",
DisplayName = new Label("CustomAppSeriesAttribute", 1033),
Description = new Label("Sample Custom Appointment Series Attribute", 1033),
MaxLength = 500,
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
SchemaName = "new_customAppSeriesAttribute",
LinkedAttributeId = _instanceAttributeID // Link the custom attribute to the appointment’s custom attribute.
};
CreateAttributeRequest seriesAttributeRequest = new CreateAttributeRequest
{
Attribute = customAppointmentSeriesAttribute,
EntityName = "recurringappointmentmaster"
};
CreateAttributeResponse seriesAttributeResponse = (CreateAttributeResponse)_serviceProxy.Execute(seriesAttributeRequest);
_seriesAttributeID = seriesAttributeResponse.AttributeId;
// Publish all the changes to the solution.
PublishAllXmlRequest createRequest = new PublishAllXmlRequest();
_serviceProxy.Execute(createRequest);
Console.WriteLine("Created a custom string attribute, {0}, for the appointment.", customAppointmentInstanceAttribute.LogicalName);
Console.WriteLine("Created a custom string attribute, {0}, for the recurring appointment, and linked it with {1}.", customAppointmentSeriesAttribute.LogicalName, customAppointmentInstanceAttribute.LogicalName);
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
/// quote is created. This quote is then converted to an order, and the pricing
/// is unlocked and relocked. This is followed by the order being converted
/// to an invoice, and the pricing is locked then unlocked.
/// </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
{
//<snippetProcessingQuotesAndSalesOrders1>
// 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();
CreateRequiredRecords();
#region Create Opportunities
// Create an opportunity
var crmOpportunity = new Opportunity
{
CustomerId = new EntityReference(Account.EntityLogicalName, _accountId),
Name = "Sample",
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName,
_priceListId)
};
_opportunityId = _serviceProxy.Create(crmOpportunity);
crmOpportunity = new Opportunity
{
CustomerId = new EntityReference(Account.EntityLogicalName, _accountId),
Name = "Another Sample",
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName,
_priceListId)
};
_loseOpportunityId = _serviceProxy.Create(crmOpportunity);
Console.WriteLine("Opportunities created.");
#endregion
#region Win Opportunity
//<snippetWinOpportunity>
// Close the opportunity as won
var winOppRequest = new WinOpportunityRequest
{
OpportunityClose = new OpportunityClose
{
OpportunityId = new EntityReference
(Opportunity.EntityLogicalName, _opportunityId)
},
Status = new OptionSetValue((int)opportunity_statuscode.Won)
};
_serviceProxy.Execute(winOppRequest);
Console.WriteLine("Opportunity closed as Won.");
//</snippetWinOpportunity>
#endregion
#region Lose Opportunity
//<snippetLoseOpportunity>
var loseOppRequest = new LoseOpportunityRequest
{
OpportunityClose = new OpportunityClose
{
OpportunityId = new EntityReference
(Opportunity.EntityLogicalName, _loseOpportunityId)
},
Status = new OptionSetValue((int)opportunity_statuscode.Canceled)
};
_serviceProxy.Execute(loseOppRequest);
Console.WriteLine("Opportunity closed as Lost.");
//</snippetLoseOpportunity>
#endregion
#region Convert Opportunity to a Quote
//<snippetGenerateQuoteFromOpportunity>
// Convert the opportunity to a quote
var genQuoteFromOppRequest = new GenerateQuoteFromOpportunityRequest
{
OpportunityId = _opportunityId,
ColumnSet = new ColumnSet("quoteid", "name")
};
var genQuoteFromOppResponse = (GenerateQuoteFromOpportunityResponse)
_serviceProxy.Execute(genQuoteFromOppRequest);
Quote quote = genQuoteFromOppResponse.Entity.ToEntity <Quote>();
_quoteId = quote.Id;
Console.WriteLine("Quote generated from the Opportunity.");
//</snippetGenerateQuoteFromOpportunity>
#endregion
#region Close Quote
//<snippetCloseQuote>
// convert the opportunity to a quote
genQuoteFromOppRequest = new GenerateQuoteFromOpportunityRequest
{
OpportunityId = _opportunityId,
ColumnSet = new ColumnSet("quoteid", "name")
};
genQuoteFromOppResponse = (GenerateQuoteFromOpportunityResponse)
_serviceProxy.Execute(genQuoteFromOppRequest);
Quote closeQuote = genQuoteFromOppResponse.Entity.ToEntity <Quote>();
_closeQuoteId = closeQuote.Id;
// Activate the quote
SetStateRequest activateQuote = new SetStateRequest()
{
EntityMoniker = closeQuote.ToEntityReference(),
State = new OptionSetValue((int)QuoteState.Active),
Status = new OptionSetValue((int)quote_statuscode.InProgress)
};
_serviceProxy.Execute(activateQuote);
// Close the quote
CloseQuoteRequest closeQuoteRequest = new CloseQuoteRequest()
{
QuoteClose = new QuoteClose()
{
QuoteId = closeQuote.ToEntityReference(),
Subject = "Quote Close " + DateTime.Now.ToString()
},
Status = new OptionSetValue(-1)
};
_serviceProxy.Execute(closeQuoteRequest);
Console.WriteLine("Quote Closed");
//</snippetCloseQuote>
#endregion
#region Create Quote's Product
// Set the quote's product
QuoteDetail quoteDetail = new QuoteDetail()
{
ProductId = new EntityReference(Product.EntityLogicalName,
_productId),
Quantity = 1,
QuoteId = quote.ToEntityReference(),
UoMId = new EntityReference(UoM.EntityLogicalName,
_defaultUnitId)
};
_quoteDetailId = _serviceProxy.Create(quoteDetail);
Console.WriteLine("Quote Product created.");
// Activate the quote
activateQuote = new SetStateRequest()
{
EntityMoniker = quote.ToEntityReference(),
State = new OptionSetValue((int)QuoteState.Active),
Status = new OptionSetValue((int)quote_statuscode.InProgress)
};
_serviceProxy.Execute(activateQuote);
Console.WriteLine("Quote activated.");
//<snippetWinQuote>
// Mark the quote as won
// Note: this is necessary in order to convert a quote into a
// SalesOrder.
WinQuoteRequest winQuoteRequest = new WinQuoteRequest()
{
QuoteClose = new QuoteClose()
{
Subject = "Quote Close" + DateTime.Now.ToString(),
QuoteId = quote.ToEntityReference()
},
Status = new OptionSetValue(-1)
};
_serviceProxy.Execute(winQuoteRequest);
Console.WriteLine("Quote won.");
//</snippetWinQuote>
#endregion
#region Convert Quote to SalesOrder
//<snippetConvertQuoteToSalesOrder>
// Define columns to be retrieved after creating the order
ColumnSet salesOrderColumns =
new ColumnSet("salesorderid", "totalamount");
// Convert the quote to a sales order
ConvertQuoteToSalesOrderRequest convertQuoteRequest =
new ConvertQuoteToSalesOrderRequest()
{
QuoteId = _quoteId,
ColumnSet = salesOrderColumns
};
ConvertQuoteToSalesOrderResponse convertQuoteResponse =
(ConvertQuoteToSalesOrderResponse)_serviceProxy.Execute(convertQuoteRequest);
SalesOrder salesOrder = (SalesOrder)convertQuoteResponse.Entity;
_salesOrderId = salesOrder.Id;
//</snippetConvertQuoteToSalesOrder>
Console.WriteLine("Converted Quote to SalesOrder.");
#endregion
#region Cancel Sales Order
//<snippetCancelSalesOrder>
// Define columns to be retrieved after creating the order
salesOrderColumns = new ColumnSet("salesorderid", "totalamount");
// Convert the quote to a sales order
convertQuoteRequest =
new ConvertQuoteToSalesOrderRequest()
{
QuoteId = _quoteId,
ColumnSet = salesOrderColumns
};
convertQuoteResponse =
(ConvertQuoteToSalesOrderResponse)_serviceProxy.Execute(convertQuoteRequest);
SalesOrder closeSalesOrder = (SalesOrder)convertQuoteResponse.Entity;
_closeSalesOrderId = closeSalesOrder.Id;
CancelSalesOrderRequest cancelRequest = new CancelSalesOrderRequest()
{
OrderClose = new OrderClose()
{
SalesOrderId = closeSalesOrder.ToEntityReference(),
Subject = "Close Sales Order " + DateTime.Now
},
Status = new OptionSetValue(-1)
};
_serviceProxy.Execute(cancelRequest);
Console.WriteLine("Canceled sales order");
//</snippetCancelSalesOrder>
#endregion
#region Lock pricing on SalesOrder
// Note: after converting a won quote to an order, the pricing of
// the order is locked by default.
//<snippetUpdateRequest>
// Retrieve current price list
ProductPriceLevel priceListItem =
(ProductPriceLevel)_serviceProxy.Retrieve(
ProductPriceLevel.EntityLogicalName,
_priceListItemId,
new ColumnSet("productpricelevelid", "amount")
);
Console.WriteLine("Current price list retrieved.");
Console.WriteLine();
Console.WriteLine("Details before update:");
Console.WriteLine("----------------");
Console.WriteLine("Current order total: {0}",
salesOrder.TotalAmount.Value);
Console.WriteLine("Current price per item: {0}",
priceListItem.Amount.Value);
Console.WriteLine("</End of Listing>");
Console.WriteLine();
// Update the price list
priceListItem.Amount = new Money(30.0M);
UpdateRequest updatePriceListItem = new UpdateRequest()
{
Target = priceListItem,
};
_serviceProxy.Execute(updatePriceListItem);
Console.WriteLine("Price list updated.");
//</snippetUpdateRequest>
// Retrieve the order
SalesOrder updatedSalesOrder = (SalesOrder)_serviceProxy.Retrieve(
SalesOrder.EntityLogicalName,
_salesOrderId,
new ColumnSet("salesorderid", "totalamount")
);
Console.WriteLine("Updated order retrieved.");
Console.WriteLine();
Console.WriteLine("Details after update:");
Console.WriteLine("----------------");
Console.WriteLine("Current order total: {0}",
updatedSalesOrder.TotalAmount.Value);
Console.WriteLine("Current price per item: {0}",
priceListItem.Amount.Value);
Console.WriteLine("</End of Listing>");
Console.WriteLine();
//<snippetUnlockSalesOrderPricing>
// Unlock the order pricing
UnlockSalesOrderPricingRequest unlockOrderRequest =
new UnlockSalesOrderPricingRequest()
{
SalesOrderId = _salesOrderId
};
_serviceProxy.Execute(unlockOrderRequest);
//</snippetUnlockSalesOrderPricing>
Console.WriteLine("Order pricing unlocked.");
// Retrieve the order
updatedSalesOrder = (SalesOrder)_serviceProxy.Retrieve(
SalesOrder.EntityLogicalName,
_salesOrderId,
new ColumnSet("salesorderid", "totalamount")
);
Console.WriteLine("Updated order retrieved.");
Console.WriteLine();
Console.WriteLine("Details after update and unlock:");
Console.WriteLine("----------------");
Console.WriteLine("Current order total: {0}",
updatedSalesOrder.TotalAmount.Value);
Console.WriteLine("Current price per item: {0}",
priceListItem.Amount.Value);
Console.WriteLine("</End of Listing>");
Console.WriteLine();
//<snippetLockSalesOrderPricing>
// Relock the order pricing
LockSalesOrderPricingRequest lockOrderRequest =
new LockSalesOrderPricingRequest()
{
SalesOrderId = _salesOrderId
};
_serviceProxy.Execute(lockOrderRequest);
//</snippetLockSalesOrderPricing>
Console.WriteLine("Order pricing relocked.");
#endregion
//<snippetConvertSalesOrderToInvoice>
#region Convert SalesOrder to Invoice
// Define columns to be retrieved after creating the invoice
ColumnSet invoiceColumns =
new ColumnSet("invoiceid", "totalamount");
// Convert the order to an invoice
ConvertSalesOrderToInvoiceRequest convertOrderRequest =
new ConvertSalesOrderToInvoiceRequest()
{
SalesOrderId = _salesOrderId,
ColumnSet = invoiceColumns
};
ConvertSalesOrderToInvoiceResponse convertOrderResponse =
(ConvertSalesOrderToInvoiceResponse)_serviceProxy.Execute(convertOrderRequest);
Invoice invoice = (Invoice)convertOrderResponse.Entity;
_invoiceId = invoice.Id;
//</snippetConvertSalesOrderToInvoice>
Console.WriteLine("Converted SalesOrder to Invoice.");
#endregion
#region Lock pricing on Invoice
// Note: after converting a SalesOrder to Invoice, the pricing of
// the Invoice is locked by default.
// Retrieve current price list
priceListItem = (ProductPriceLevel)_serviceProxy.Retrieve(
ProductPriceLevel.EntityLogicalName,
_priceListItemId,
new ColumnSet("productpricelevelid", "amount")
);
Console.WriteLine("Current price list retrieved.");
Console.WriteLine();
Console.WriteLine("Details before lock and update:");
Console.WriteLine("----------------");
Console.WriteLine("Current invoice total: {0}",
invoice.TotalAmount.Value);
Console.WriteLine("Current price per item: {0}",
priceListItem.Amount.Value);
Console.WriteLine("</End of Listing>");
Console.WriteLine();
//<snippetUpdatePriceList>
// Update the price list
priceListItem.Amount = new Money(40.0M);
updatePriceListItem = new UpdateRequest()
{
Target = priceListItem
};
_serviceProxy.Execute(updatePriceListItem);
Console.WriteLine("Price list updated.");
//</snippetUpdatePriceList>
//<snippetUnlockInvoicePricing>
// Retrieve the invoice
Invoice updatedInvoice = (Invoice)_serviceProxy.Retrieve(
Invoice.EntityLogicalName,
_invoiceId,
new ColumnSet("invoiceid", "totalamount")
);
Console.WriteLine("Updated invoice retrieved.");
Console.WriteLine();
Console.WriteLine("Details after lock and update:");
Console.WriteLine("----------------");
Console.WriteLine("Current invoice total: {0}",
updatedInvoice.TotalAmount.Value);
Console.WriteLine("Current price per item: {0}",
priceListItem.Amount.Value);
Console.WriteLine("</End of Listing>");
Console.WriteLine();
// Unlock the invoice pricing
UnlockInvoicePricingRequest unlockInvoiceRequest =
new UnlockInvoicePricingRequest()
{
InvoiceId = _invoiceId
};
_serviceProxy.Execute(unlockInvoiceRequest);
Console.WriteLine("Invoice pricing unlocked.");
//</snippetUnlockInvoicePricing>
// Retrieve the invoice
updatedInvoice = (Invoice)_serviceProxy.Retrieve(
Invoice.EntityLogicalName,
_invoiceId,
new ColumnSet("invoiceid", "totalamount")
);
Console.WriteLine("Updated invoice retrieved.");
Console.WriteLine();
Console.WriteLine("Details after update and unlock:");
Console.WriteLine("----------------");
Console.WriteLine("Current invoice total: {0}",
updatedInvoice.TotalAmount.Value);
Console.WriteLine("Current price per item: {0}",
priceListItem.Amount.Value);
Console.WriteLine("</End of Listing>");
Console.WriteLine();
//<snippetLockInvoicePricing>
// Relock the invoice pricing
LockInvoicePricingRequest lockInvoiceRequest =
new LockInvoicePricingRequest()
{
InvoiceId = _invoiceId
};
_serviceProxy.Execute(lockInvoiceRequest);
Console.WriteLine("Invoice pricing relocked.");
//</snippetLockInvoicePricing>
#endregion
DeleteRequiredRecords(promptforDelete);
}
//</snippetProcessingQuotesAndSalesOrders1>
}
// 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 shows how to send a bulk email and monitor its progress.
/// </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))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
CreateRequiredRecords();
#region Create and send SendBulkEmail
Console.WriteLine();
Console.WriteLine("Creating and sending SendBulkEmail.");
// Get a system user to use as the sender.
WhoAmIRequest emailSenderRequest = new WhoAmIRequest();
WhoAmIResponse emailSenderResponse =
_serviceProxy.Execute(emailSenderRequest) as WhoAmIResponse;
// Set trackingId for bulk mail request.
Guid trackingId = Guid.NewGuid();
SendBulkMailRequest bulkMailRequest = new SendBulkMailRequest()
{
// Create a query expression for the bulk operation to use to retrieve
// the contacts in the email list.
Query = new QueryExpression()
{
EntityName = Contact.EntityLogicalName,
ColumnSet = new ColumnSet(new String[] { "contactid" }),
Criteria = new FilterExpression()
{
Conditions =
{
new ConditionExpression("contactid", ConditionOperator.In, _contactsIds)
}
}
},
// Set the Sender.
Sender = new EntityReference(SystemUser.EntityLogicalName, emailSenderResponse.UserId),
// Set the RegardingId - this field is required.
RegardingId = Guid.Empty,
RegardingType = SystemUser.EntityLogicalName,
// Use a built-in Microsoft Dynamics CRM email template.
// NOTE: The email template's "template type" must match the type of
// customers in the email list. Our list contains contacts, so our
// template must be for contacts.
TemplateId = new Guid("07B94C1D-C85F-492F-B120-F0A743C540E6"),
RequestId = trackingId
};
// Execute the async bulk email request
SendBulkMailResponse resp = (SendBulkMailResponse)
_serviceProxy.Execute(bulkMailRequest);
Console.WriteLine(" Sent Bulk Email.");
#endregion
#region Monitoring SendBulkEmail
Console.WriteLine();
Console.WriteLine("Starting monitoring process..");
// Now that we've executed the bulk operation, we need to retrieve it
// using our tracking Id.
QueryByAttribute bulkQuery = new QueryByAttribute()
{
EntityName = AsyncOperation.EntityLogicalName,
ColumnSet = new ColumnSet(new string[] { "requestid", "statecode" }),
Attributes = { "requestid" },
Values = { trackingId }
};
// Retrieve the bulk email async operation.
EntityCollection aResponse = _serviceProxy.RetrieveMultiple(bulkQuery);
Console.WriteLine(" Retrieved Bulk Email Async Operation.");
// Monitor the async operation via polling.
int secondsTicker = ARBITRARY_MAX_POLLING_TIME;
AsyncOperation createdBulkMailOperation = null;
Console.WriteLine(" Checking operation's state for " + ARBITRARY_MAX_POLLING_TIME + " seconds.");
Console.WriteLine();
while (secondsTicker > 0)
{
// Make sure the async operation was retrieved.
if (aResponse.Entities.Count > 0)
{
// Grab the one bulk operation that has been created.
createdBulkMailOperation = (AsyncOperation)aResponse.Entities[0];
// Check the operation's state.
if (createdBulkMailOperation.StateCode.Value !=
AsyncOperationState.Completed)
{
// The operation has not yet completed.
// Wait a second for the status to change.
System.Threading.Thread.Sleep(1000);
secondsTicker--;
// Retrieve a fresh version the bulk delete operation.
aResponse = _serviceProxy.RetrieveMultiple(bulkQuery);
}
else
{
// Stop polling because the operation's state is now complete.
secondsTicker = 0;
}
}
else
{
// Wait a second for the async operation to activate.
System.Threading.Thread.Sleep(1000);
secondsTicker--;
// Retrieve the entity again
aResponse = _serviceProxy.RetrieveMultiple(bulkQuery);
}
}
// When the bulk email operation has completed, all sent emails will
// have a status of "Pending Send" and will be picked up by your email
// router. Alternatively, you can then use BackgroundSendEmail to download
// all the emails created with the SendBulkEmail message.
// See the BackgroundSendEmail sample for an example.
#endregion
#region Check success
// Validate async operation succeeded
if (createdBulkMailOperation.StateCode.Value == AsyncOperationState.Completed)
{
Console.WriteLine("Operation Completed.");
}
else
{
Console.WriteLine("Operation not completed yet.");
}
#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,
/// a goal is created specifying the target count. The goal is then
/// rolled up, the actual and in-progress values are overridden and finally the
/// goal is closed.
/// </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
{
//<snippetOverrideGoalTotalCount1>
// 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();
CreateRequiredRecords();
// Create the count metric, setting the Metric Type to 'Count' by
// setting IsAmount to false.
Metric sampleMetric = new Metric()
{
Name = "Sample Count Metric",
IsAmount = false,
};
_metricId = _serviceProxy.Create(sampleMetric);
sampleMetric.Id = _metricId;
Console.Write("Created phone call metric, ");
#region Create RollupFields
// Create RollupField which targets completed (received) phone calls.
RollupField actual = new RollupField()
{
SourceEntity = PhoneCall.EntityLogicalName,
GoalAttribute = "actualinteger",
SourceState = 1,
SourceStatus = 4,
EntityForDateAttribute = PhoneCall.EntityLogicalName,
DateAttribute = "actualend",
MetricId = sampleMetric.ToEntityReference()
};
_actualId = _serviceProxy.Create(actual);
Console.Write("created actual revenue RollupField, ");
// Create RollupField which targets open (in-progress) phone calls.
RollupField inprogress = new RollupField()
{
SourceEntity = PhoneCall.EntityLogicalName,
GoalAttribute = "inprogressinteger",
SourceState = 0,
EntityForDateAttribute = PhoneCall.EntityLogicalName,
DateAttribute = "createdon",
MetricId = sampleMetric.ToEntityReference()
};
_inprogressId = _serviceProxy.Create(inprogress);
Console.Write("created in-progress revenue RollupField, ");
#endregion
#region Create the goal rollup queries
// Note: Formatting the FetchXml onto multiple lines in the following
// rollup queries causes the length property to be greater than 1,000
// chars and will cause an exception.
// The following query locates closed incoming phone calls.
GoalRollupQuery goalRollupQuery = new GoalRollupQuery()
{
Name = "Example Goal Rollup Query - Actual",
QueryEntityType = PhoneCall.EntityLogicalName,
FetchXml = @"<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'><entity name='phonecall'><attribute name='subject'/><attribute name='statecode'/><attribute name='prioritycode'/><attribute name='scheduledend'/><attribute name='createdby'/><attribute name='regardingobjectid'/><attribute name='activityid'/><order attribute='subject' descending='false'/><filter type='and'><condition attribute='directioncode' operator='eq' value='0'/><condition attribute='statecode' operator='eq' value='1' /></filter></entity></fetch>"
};
_rollupQueryIds.Add(_serviceProxy.Create(goalRollupQuery));
goalRollupQuery.Id = _rollupQueryIds[0];
// The following query locates open incoming phone calls.
GoalRollupQuery inProgressGoalRollupQuery = new GoalRollupQuery()
{
Name = "Example Goal Rollup Query - InProgress",
QueryEntityType = PhoneCall.EntityLogicalName,
FetchXml = @"<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'><entity name='phonecall'><attribute name='subject'/><attribute name='statecode'/><attribute name='prioritycode'/><attribute name='scheduledend'/><attribute name='createdby'/><attribute name='regardingobjectid'/><attribute name='activityid'/><order attribute='subject' descending='false'/><filter type='and'><condition attribute='directioncode' operator='eq' value='0'/><condition attribute='statecode' operator='eq' value='0' /></filter></entity></fetch>"
};
_rollupQueryIds.Add(_serviceProxy.Create(inProgressGoalRollupQuery));
inProgressGoalRollupQuery.Id = _rollupQueryIds[1];
Console.Write("created rollup queries for incoming phone calls.\n");
Console.WriteLine();
#endregion
#region Create a goal to track the open incoming phone calls.
// Create the goal.
Goal goal = new Goal()
{
Title = "Sample Goal",
RollupOnlyFromChildGoals = false,
ConsiderOnlyGoalOwnersRecords = false,
TargetInteger = 5,
RollupQueryActualIntegerId = goalRollupQuery.ToEntityReference(),
RollUpQueryInprogressIntegerId =
inProgressGoalRollupQuery.ToEntityReference(),
IsFiscalPeriodGoal = false,
MetricId = sampleMetric.ToEntityReference(),
GoalOwnerId = new EntityReference
{
Id = _salesManagerId,
LogicalName = SystemUser.EntityLogicalName
},
OwnerId = new EntityReference
{
Id = _salesManagerId,
LogicalName = SystemUser.EntityLogicalName
},
GoalStartDate = DateTime.Today.AddDays(-1),
GoalEndDate = DateTime.Today.AddDays(30)
};
_goalId = _serviceProxy.Create(goal);
goal.Id = _goalId;
Console.WriteLine("Created goal");
Console.WriteLine("-------------------");
Console.WriteLine("Target: {0}", goal.TargetInteger.Value);
Console.WriteLine("Goal owner: {0}", goal.GoalOwnerId.Id);
Console.WriteLine("Goal Start Date: {0}", goal.GoalStartDate);
Console.WriteLine("Goal End Date: {0}", goal.GoalEndDate);
Console.WriteLine("<End of Listing>");
Console.WriteLine();
#endregion
#region Calculate rollup and display result
// Calculate roll-up of the goal.
RecalculateRequest recalculateRequest = new RecalculateRequest()
{
Target = goal.ToEntityReference()
};
_serviceProxy.Execute(recalculateRequest);
Console.WriteLine("Calculated roll-up of goal.");
Console.WriteLine();
// Retrieve and report 3 different computed values for the goal
// - Percentage
// - Actual (Integer)
// - In-Progress (Integer)
QueryExpression retrieveValues = new QueryExpression()
{
EntityName = Goal.EntityLogicalName,
ColumnSet = new ColumnSet(
"title",
"percentage",
"actualinteger",
"inprogressinteger")
};
EntityCollection ec = _serviceProxy.RetrieveMultiple(retrieveValues);
// Compute and display the results.
for (int i = 0; i < ec.Entities.Count; i++)
{
Goal temp = (Goal)ec.Entities[i];
Console.WriteLine("Roll-up details for goal: {0}", temp.Title);
Console.WriteLine("---------------");
Console.WriteLine("Percentage Achieved: {0}",
temp.Percentage);
Console.WriteLine("Actual (Integer): {0}",
temp.ActualInteger.Value);
Console.WriteLine("In-Progress (Integer): {0}",
temp.InProgressInteger.Value);
Console.WriteLine("<End of Listing>");
}
Console.WriteLine();
#endregion
#region Update goal to override the actual rollup value
// Override the actual and in-progress values of the goal.
// To prevent rollup values to be overwritten during next Recalculate operation,
// set: goal.IsOverridden = true;
goal.IsOverride = true;
goal.ActualInteger = 10;
goal.InProgressInteger = 5;
// Update the goal.
UpdateRequest update = new UpdateRequest()
{
Target = goal
};
_serviceProxy.Execute(update);
Console.WriteLine("Goal actual and in-progress values overridden.");
Console.WriteLine();
#endregion
#region Retrieve result of manual override
// Retrieve and report 3 different computed values for the goal
// - Percentage
// - Actual (Integer)
// - In-Progress (Integer)
retrieveValues = new QueryExpression()
{
EntityName = Goal.EntityLogicalName,
ColumnSet = new ColumnSet(
"title",
"percentage",
"actualinteger",
"inprogressinteger")
};
ec = _serviceProxy.RetrieveMultiple(retrieveValues);
// Compute and display the results.
for (int i = 0; i < ec.Entities.Count; i++)
{
Goal temp = (Goal)ec.Entities[i];
Console.WriteLine("Roll-up details for goal: {0}", temp.Title);
Console.WriteLine("---------------");
Console.WriteLine("Percentage Achieved: {0}",
temp.Percentage);
Console.WriteLine("Actual (Integer): {0}",
temp.ActualInteger.Value);
Console.WriteLine("In-Progress (Integer): {0}",
temp.InProgressInteger.Value);
Console.WriteLine("<End of Listing>");
}
Console.WriteLine();
#endregion
#region Close the goal
// Close the goal.
SetStateRequest closeGoal = new SetStateRequest()
{
EntityMoniker = goal.ToEntityReference(),
State = new OptionSetValue(1),
Status = new OptionSetValue(1)
};
Console.WriteLine("Goal closed.");
#endregion
DeleteRequiredRecords(promptforDelete);
}
//</snippetOverrideGoalTotalCount1>
}
// 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 an account record
/// Retrieve the account record
/// Update the account record
/// 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))
{
_service = (IOrganizationService)_serviceProxy;
//<snippetCRUDOperationsDE1>
// Instaniate an account object.
Entity account = new Entity("account");
// Set the required attributes. For account, only the name is required.
// See the Entity Metadata topic in the SDK documentatio to determine
// which attributes must be set for each entity.
account["name"] = "Fourth Coffee";
// Create an account record named Fourth Coffee.
_accountId = _service.Create(account);
Console.Write("{0} {1} created, ", account.LogicalName, account.Attributes["name"]);
// Create a column set to define which attributes should be retrieved.
ColumnSet attributes = new ColumnSet(new string[] { "name", "ownerid" });
// Retrieve the account and its name and ownerid attributes.
account = _service.Retrieve(account.LogicalName, _accountId, attributes);
Console.Write("retrieved, ");
// Update the postal code attribute.
account["address1_postalcode"] = "98052";
// The address 2 postal code was set accidentally, so set it to null.
account["address2_postalcode"] = null;
// Shows use of Money.
account["revenue"] = new Money(5000000);
// Shows use of boolean.
account["creditonhold"] = false;
// Update the account.
_service.Update(account);
Console.WriteLine("and updated.");
// Delete the account.
bool deleteRecords = true;
if (promptForDelete)
{
Console.WriteLine("\nDo you want these entity records deleted? (y/n) [y]: ");
String answer = Console.ReadLine();
deleteRecords = (answer.StartsWith("y") || answer.StartsWith("Y") || answer == String.Empty);
}
if (deleteRecords)
{
_service.Delete("account", _accountId);
Console.WriteLine("Entity record(s) have been deleted.");
}
//</snippetCRUDOperationsDE1>
}
}
// 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 series of Accounts to query over, a user query
/// that retrieves the names of all Accounts with a name of 'Coho Winery' and
/// a system query that retrieves all Account names. Then it validates the system
/// query, executes the system query and displays the results, and finally
/// executes the user query and displays the results.
/// </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
{
//<snippetUserQueryAndSavedQuery1>
// 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();
CreateRequiredRecords();
#region Validate saved query
// Create the request
ValidateSavedQueryRequest validateRequest = new ValidateSavedQueryRequest()
{
FetchXml = _savedQuery.FetchXml,
QueryType = _savedQuery.QueryType.Value
};
// Send the request
Console.WriteLine(" Validating Saved Query");
try
{
// executing the request will throw an exception if the fetch xml is invalid
var validateResponse = (ValidateSavedQueryResponse)_serviceProxy.Execute(validateRequest);
Console.WriteLine(" Saved Query validated successfully");
}
catch (Exception)
{
Console.WriteLine(" Invalid Saved Query");
throw;
}
#endregion
#region Execute saved query
// Create the request
ExecuteByIdSavedQueryRequest executeSavedQueryRequest = new ExecuteByIdSavedQueryRequest()
{
EntityId = _savedQuery.Id
};
// Execute the request
Console.WriteLine(" Executing Saved Query");
ExecuteByIdSavedQueryResponse executeSavedQueryResponse =
(ExecuteByIdSavedQueryResponse)_serviceProxy.Execute(executeSavedQueryRequest);
// Check results
if (String.IsNullOrEmpty(executeSavedQueryResponse.String))
{
throw new Exception("Saved Query did not return any results");
}
PrintResults(executeSavedQueryResponse.String);
#endregion
#region Execute user query
// Create the request
ExecuteByIdUserQueryRequest executeUserQuery = new ExecuteByIdUserQueryRequest()
{
EntityId = _userQuery.ToEntityReference()
};
// Send the request
Console.WriteLine(" Executing User Query");
ExecuteByIdUserQueryResponse executeUserQueryResponse =
(ExecuteByIdUserQueryResponse)_serviceProxy.Execute(executeUserQuery);
if (String.IsNullOrEmpty(executeUserQueryResponse.String))
{
throw new Exception("User Query did not return any results");
}
// validate results
PrintResults(executeUserQueryResponse.String);
#endregion
DeleteRequiredRecords(promptforDelete);
}
//</snippetUserQueryAndSavedQuery1>
}
// 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 an organization-owned visualization.
/// Retrieve the visualization.
/// Update the visualization; update the name and set it as the default
/// visualization for the Opportunity entity.
/// 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();
//<snippetCRUDVisualization1>
// Create a visualization
// Set The presentation XML string.
string presentationXml = @"
<Chart Palette='BrightPastel'>
<Series>
<Series _Template_='All' ShadowOffset='2'
BorderColor='64, 64, 64' BorderDashStyle='Solid'
BorderWidth='1' IsValueShownAsLabel='true'
Font='Tahoma, 6.75pt, GdiCharSet=0'
LabelForeColor='100, 100, 100'
CustomProperties='FunnelLabelStyle=Outside'
ChartType='Funnel'>
<SmartLabelStyle Enabled='True' />
<Points />
</Series>
</Series>
<ChartAreas>
<ChartArea _Template_='All' BackColor='Transparent'
BorderColor='Transparent'
BorderDashStyle='Solid'>
<Area3DStyle Enable3D='True'
IsClustered='True'/>
</ChartArea>
</ChartAreas>
<Legends>
<Legend _Template_='All' Alignment='Center'
LegendStyle='Table' Docking='Bottom'
IsEquallySpacedItems='True' BackColor='White'
BorderColor='228, 228, 228' BorderWidth='0'
Font='Tahoma, 8pt, GdiCharSet=0'
ShadowColor='0, 0, 0, 0'
ForeColor='100, 100, 100'>
</Legend>
</Legends>
<Titles>
<Title _Template_='All'
Font='Tahoma, 9pt, style=Bold, GdiCharSet=0'
ForeColor='102, 102, 102'>
</Title>
</Titles>
<BorderSkin PageColor='Control'
BackColor='CornflowerBlue'
BackSecondaryColor='CornflowerBlue' />
</Chart>
";
// Set the data XML string.
string dataXml = @"
<datadefinition>
<fetchcollection>
<fetch mapping='logical' count='10'
aggregate='true'>
<entity name='opportunity'>
<attribute name='actualvalue_base'
aggregate='sum'
alias='sum_actualvalue_base' />
<attribute name='stepname' groupby='true'
alias='stepname' />
<order alias='stepname' descending='false'/>
</entity>
</fetch>
</fetchcollection>
<categorycollection>
<category>
<measurecollection>
<measure alias='sum_actualvalue_base'/>
</measurecollection>
</category>
</categorycollection>
</datadefinition>
";
//<snippetCRUDVisualization2>
// Create the visualization entity instance.
SavedQueryVisualization newOrgOwnedVisualization = new SavedQueryVisualization
{
Name = "Sample Visualization",
Description = "Sample organization-owned visualization.",
PresentationDescription = presentationXml,
DataDescription = dataXml,
PrimaryEntityTypeCode = Opportunity.EntityLogicalName,
IsDefault = false
};
_orgOwnedVisualizationId = _serviceProxy.Create(newOrgOwnedVisualization);
//</snippetCRUDVisualization2>
Console.WriteLine("Created {0}.", newOrgOwnedVisualization.Name);
//</snippetCRUDVisualization1>
// Retrieve the visualization
SavedQueryVisualization retrievedOrgOwnedVisualization = (SavedQueryVisualization)_serviceProxy.Retrieve(SavedQueryVisualization.EntityLogicalName, _orgOwnedVisualizationId, new ColumnSet(true));
Console.WriteLine("Retrieved the visualization.");
// Update the retrieved visualization
// 1. Update the name.
// 2. Update the data description string.
string newDataXml = @"<datadefinition>
<fetchcollection>
<fetch mapping='logical' count='10'
aggregate='true'>
<entity name='opportunity'>
<attribute name='estimatedvalue_base'
aggregate='sum'
alias='sum_estimatedvalue_base' />
<attribute name='name'
groupby='true'
alias='name' />
<order alias='name'
descending='false'/>
</entity>
</fetch>
</fetchcollection>
<categorycollection>
<category>
<measurecollection>
<measure alias='sum_estimatedvalue_base'/>
</measurecollection>
</category>
</categorycollection>
</datadefinition>";
retrievedOrgOwnedVisualization.Name = "Updated Sample Visualization";
retrievedOrgOwnedVisualization.DataDescription = newDataXml;
_serviceProxy.Update(retrievedOrgOwnedVisualization);
// Publish the changes to the solution. This step is only required
// for organization-owned visualizations.
PublishAllXmlRequest updateRequest = new PublishAllXmlRequest();
_serviceProxy.Execute(updateRequest);
Console.WriteLine("Updated the visualization.");
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>
/// </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();
#region How to dump attribute info
RetrieveAllEntitiesRequest request = new RetrieveAllEntitiesRequest()
{
EntityFilters = EntityFilters.Attributes,
RetrieveAsIfPublished = true
};
// Retrieve the MetaData.
RetrieveAllEntitiesResponse response = (RetrieveAllEntitiesResponse)_serviceProxy.Execute(request);
// Create an instance of StreamWriter to write text to a file.
// The using statement also closes the StreamWriter.
// To view this file, right click the file and choose open with Excel.
// Excel will figure out the schema and display the information in columns.
String filename = String.Concat("AllAttributeDesc.xml");
using (StreamWriter sw = new StreamWriter(filename))
{
// Create Xml Writer.
XmlTextWriter metadataWriter = new XmlTextWriter(sw);
// Start Xml File.
metadataWriter.WriteStartDocument();
// Metadata Xml Node.
metadataWriter.WriteStartElement("Metadata");
foreach (EntityMetadata currentEntity in response.EntityMetadata)
{
//if (currentEntity.IsIntersect.Value == false)
if (true)
{
// Start Entity Node
metadataWriter.WriteStartElement("Entity");
// Write the Entity's Information.
metadataWriter.WriteElementString("EntitySchemaName", currentEntity.SchemaName);
if (currentEntity.IsCustomizable.Value == true)
{
metadataWriter.WriteElementString("IsCustomizable", "yes");
}
else
{
metadataWriter.WriteElementString("IsCustomizable", "no");
}
if (currentEntity.IsIntersect.Value == true)
{
metadataWriter.WriteElementString("IsIntersect", "yes");
}
else
{
metadataWriter.WriteElementString("IsIntersect", "no");
}
#region Attributes
// Write Entity's Attributes.
metadataWriter.WriteStartElement("Attributes");
foreach (AttributeMetadata currentAttribute in currentEntity.Attributes)
{
// Only write out main attributes.
if (currentAttribute.AttributeOf == null)
{
// Start Attribute Node
metadataWriter.WriteStartElement("Attribute");
// Write Attribute's information.
metadataWriter.WriteElementString("LogicalName", currentAttribute.LogicalName);
// Write the Description if it is set.
if (currentAttribute.Description.UserLocalizedLabel != null)
{
metadataWriter.WriteElementString("Description", currentAttribute.Description.UserLocalizedLabel.Label.ToString());
}
metadataWriter.WriteElementString("Type", currentAttribute.AttributeType.Value.ToString());
if (currentAttribute.DisplayName.UserLocalizedLabel != null)
{
metadataWriter.WriteElementString("DisplayName", currentAttribute.DisplayName.UserLocalizedLabel.Label.ToString());
}
if (currentAttribute.SchemaName != null)
{
metadataWriter.WriteElementString("SchemaName", currentAttribute.SchemaName.ToString());
}
if (currentAttribute.IntroducedVersion != null)
{
metadataWriter.WriteElementString("IntroducedVersion", currentAttribute.IntroducedVersion.ToString());
}
if (currentAttribute.DeprecatedVersion != null)
{
metadataWriter.WriteElementString("DeprecatedVersion", currentAttribute.DeprecatedVersion.ToString());
}
if (currentAttribute.IsCustomAttribute != null)
{
metadataWriter.WriteElementString("IsCustomAttribute", currentAttribute.IsCustomAttribute.Value.ToString());
}
if (currentAttribute.IsCustomizable != null)
{
metadataWriter.WriteElementString("IsCustomizable", currentAttribute.IsCustomizable.Value.ToString());
}
if (currentAttribute.RequiredLevel != null)
{
metadataWriter.WriteElementString("RequiredLevel", currentAttribute.RequiredLevel.Value.ToString());
}
if (currentAttribute.IsValidForCreate != null)
{
metadataWriter.WriteElementString("IsValidForCreate", currentAttribute.IsValidForCreate.Value.ToString());
}
if (currentAttribute.IsValidForRead != null)
{
metadataWriter.WriteElementString("IsValidForRead", currentAttribute.IsValidForRead.Value.ToString());
}
if (currentAttribute.IsValidForUpdate != null)
{
metadataWriter.WriteElementString("IsValidForUpdate", currentAttribute.IsValidForUpdate.Value.ToString());
}
if (currentAttribute.CanBeSecuredForCreate != null)
{
metadataWriter.WriteElementString("CanBeSecuredForCreate", currentAttribute.CanBeSecuredForCreate.Value.ToString());
}
if (currentAttribute.CanBeSecuredForRead != null)
{
metadataWriter.WriteElementString("CanBeSecuredForRead", currentAttribute.CanBeSecuredForRead.Value.ToString());
}
if (currentAttribute.CanBeSecuredForUpdate != null)
{
metadataWriter.WriteElementString("CanBeSecuredForUpdate", currentAttribute.CanBeSecuredForUpdate.Value.ToString());
}
if (currentAttribute.IsAuditEnabled != null)
{
metadataWriter.WriteElementString("IsAuditEnabled", currentAttribute.IsAuditEnabled.Value.ToString());
}
if (currentAttribute.IsManaged != null)
{
metadataWriter.WriteElementString("IsManaged", currentAttribute.IsManaged.Value.ToString());
}
if (currentAttribute.IsPrimaryId != null)
{
metadataWriter.WriteElementString("IsPrimaryId", currentAttribute.IsPrimaryId.Value.ToString());
}
if (currentAttribute.IsPrimaryName != null)
{
metadataWriter.WriteElementString("IsPrimaryName", currentAttribute.IsPrimaryName.Value.ToString());
}
if (currentAttribute.IsRenameable != null)
{
metadataWriter.WriteElementString("IsRenameable", currentAttribute.IsRenameable.Value.ToString());
}
if (currentAttribute.IsSecured != null)
{
metadataWriter.WriteElementString("IsSecured", currentAttribute.IsSecured.Value.ToString());
}
if (currentAttribute.IsValidForAdvancedFind != null)
{
metadataWriter.WriteElementString("IsValidForAdvancedFind", currentAttribute.IsValidForAdvancedFind.Value.ToString());
}
// End Attribute Node
metadataWriter.WriteEndElement();
}
}
// End Attributes Node
metadataWriter.WriteEndElement();
#endregion
// End Entity Node
metadataWriter.WriteEndElement();
}
}
// End Metadata Xml Node
metadataWriter.WriteEndElement();
metadataWriter.WriteEndDocument();
// Close xml writer.
metadataWriter.Close();
}
#endregion How to dump attribute info
Console.WriteLine("Done.");
//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 one-to-many relationship.
/// Create many-to-many relationship.
/// 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();
bool eligibleCreateOneToManyRelationship =
EligibleCreateOneToManyRelationship("account", "campaign");
if (eligibleCreateOneToManyRelationship)
{
CreateOneToManyRequest createOneToManyRelationshipRequest =
new CreateOneToManyRequest
{
OneToManyRelationship =
new OneToManyRelationshipMetadata
{
ReferencedEntity = "account",
ReferencingEntity = "campaign",
SchemaName = "new_account_campaign",
AssociatedMenuConfiguration = new AssociatedMenuConfiguration
{
Behavior = AssociatedMenuBehavior.UseLabel,
Group = AssociatedMenuGroup.Details,
Label = new Label("Account", 1033),
Order = 10000
},
CascadeConfiguration = new CascadeConfiguration
{
Assign = CascadeType.NoCascade,
Delete = CascadeType.RemoveLink,
Merge = CascadeType.NoCascade,
Reparent = CascadeType.NoCascade,
Share = CascadeType.NoCascade,
Unshare = CascadeType.NoCascade
}
},
Lookup = new LookupAttributeMetadata
{
SchemaName = "new_parent_accountid",
DisplayName = new Label("Account Lookup", 1033),
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
Description = new Label("Sample Lookup", 1033)
}
};
CreateOneToManyResponse createOneToManyRelationshipResponse =
(CreateOneToManyResponse)_serviceProxy.Execute(
createOneToManyRelationshipRequest);
_oneToManyRelationshipId =
createOneToManyRelationshipResponse.RelationshipId;
_oneToManyRelationshipName =
createOneToManyRelationshipRequest.OneToManyRelationship.SchemaName;
Console.WriteLine(
"The one-to-many relationship has been created between {0} and {1}.",
"account", "campaign");
}
bool accountEligibleParticipate =
EligibleCreateManyToManyRelationship("account");
bool campaignEligibleParticipate =
EligibleCreateManyToManyRelationship("campaign");
if (accountEligibleParticipate & amp; & campaignEligibleParticipate)
{
CreateManyToManyRequest createManyToManyRelationshipRequest =
new CreateManyToManyRequest
{
IntersectEntitySchemaName = "new_accounts_campaigns",
ManyToManyRelationship = new ManyToManyRelationshipMetadata
{
SchemaName = "new_accounts_campaigns",
Entity1LogicalName = "account",
Entity1AssociatedMenuConfiguration =
new AssociatedMenuConfiguration
{
Behavior = AssociatedMenuBehavior.UseLabel,
Group = AssociatedMenuGroup.Details,
Label = new Label("Account", 1033),
Order = 10000
},
Entity2LogicalName = "campaign",
Entity2AssociatedMenuConfiguration =
new AssociatedMenuConfiguration
{
Behavior = AssociatedMenuBehavior.UseLabel,
Group = AssociatedMenuGroup.Details,
Label = new Label("Campaign", 1033),
Order = 10000
}
}
};
CreateManyToManyResponse createManytoManyRelationshipResponse =
(CreateManyToManyResponse)_serviceProxy.Execute(
createManyToManyRelationshipRequest);
_manyToManyRelationshipId =
createManytoManyRelationshipResponse.ManyToManyRelationshipId;
_manyToManyRelationshipName =
createManyToManyRelationshipRequest.ManyToManyRelationship.SchemaName;
Console.WriteLine(
"The many-to-many relationship has been created between {0} and {1}.",
"account", "campaign");
}
// Publish the customization changes.
_serviceProxy.Execute(new PublishAllXmlRequest());
//You can use either the Name or the MetadataId of the relationship.
//Retrieve the One-to-many relationship using the MetadataId.
RetrieveRelationshipRequest retrieveOneToManyRequest =
new RetrieveRelationshipRequest {
MetadataId = _oneToManyRelationshipId
};
RetrieveRelationshipResponse retrieveOneToManyResponse =
(RetrieveRelationshipResponse)_serviceProxy.Execute(retrieveOneToManyRequest);
Console.WriteLine("Retrieved {0} One-to-many relationship by id", retrieveOneToManyResponse.RelationshipMetadata.SchemaName);
//Retrieve the Many-to-many relationship using the Name.
RetrieveRelationshipRequest retrieveManyToManyRequest =
new RetrieveRelationshipRequest {
Name = _manyToManyRelationshipName
};
RetrieveRelationshipResponse retrieveManyToManyResponse =
(RetrieveRelationshipResponse)_serviceProxy.Execute(retrieveManyToManyRequest);
Console.WriteLine("Retrieved {0} Many-to-Many relationship by Name", retrieveManyToManyResponse.RelationshipMetadata.MetadataId);
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,
/// retrieves the Contact entity record, and then enables the document management
/// for the entity.
/// </summary>
/// <param name="serverConfig">Contains server connection information.</param>
/// <param name="promptforRevert">When True, the user will be prompted to revert all
/// the changes done in this sample.</param>
public void Run(ServerConnection.Configuration serverConfig, bool promptforRevert)
{
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();
//<snippetEnableDocumentManagement1>
// Retrieve an entity for which you want to enable document management.
// In this sample, we will retrieve and enable document management
// for the Contact entity because by default, document management is
// not enabled for this entity.
RetrieveEntityRequest entityRequest = new RetrieveEntityRequest
{
EntityFilters = EntityFilters.All,
LogicalName = Contact.EntityLogicalName,
// Retrieve only the currently published changes, ignoring the changes
// that have not been published.
RetrieveAsIfPublished = false
};
RetrieveEntityResponse entityResponse = (RetrieveEntityResponse)_serviceProxy.Execute(entityRequest);
Console.WriteLine("Retrieved the contact entity.");
// Get the entity from the response.
EntityMetadata contactEntity = entityResponse.EntityMetadata;
// Enable document management for the retrieved entity.
contactEntity.IsDocumentManagementEnabled = true;
// Create an update request.
UpdateEntityRequest updateRequest = new UpdateEntityRequest
{
Entity = contactEntity
};
_serviceProxy.Execute(updateRequest);
// Publish the entity.
// All customizations must be published before they can be used.
PublishAllXmlRequest enableRequest = new PublishAllXmlRequest();
_serviceProxy.Execute(enableRequest);
// Retrieve the contact entity, and verify that document management is enabled.
entityResponse = (RetrieveEntityResponse)_serviceProxy.Execute(entityRequest);
contactEntity = entityResponse.EntityMetadata;
if (contactEntity.IsDocumentManagementEnabled.Value == true)
{
Console.WriteLine("Enabled document management for the contact entity.");
}
RevertChanges(promptforRevert);
//</snippetEnableDocumentManagement1>
}
}
// 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 this sample, which shows both how to serialize late-bound and
/// early-bound entity instances to XML and how to de-serialize them back from
/// XML into entity instances.
/// </summary>
/// <param name="serverConfig"> Contains server connection information.</param>
/// <param name="promptToDelete"> When True, the user will be prompted to delete all
/// created entities.
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();
CreateRequiredRecords();
#region Retrieve the contact from Microsoft CRM
// Create the column set object that indicates the fields to be retrieved.
var columns = new ColumnSet(
"contactid",
"firstname",
"lastname",
"jobtitle");
// Retrieve the contact from Microsoft CRM using the ID of the record that was just created.
// The EntityLogicalName indicates the EntityType of the object being retrieved.
var contact = (Contact)_serviceProxy.Retrieve(
Contact.EntityLogicalName, _contactId, columns);
Console.WriteLine("The contact for the sample has been retrieved.");
#endregion
#region Serialize the contact into XML and save it
// Serialize the contact into XML and write it to the hard drive.
var earlyBoundSerializer = new DataContractSerializer(typeof(Contact));
// Create a unique file name for the XML.
String earlyboundFile = "Contact_early_" + contact.ContactId.Value.ToString("B") + ".xml";
// Write the serialized object to a file. The using statement will
// ensure that the FileStream is disposed of correctly. The FileMode
// will ensure that the file is overwritten if it already exists.
using (var file = new FileStream(earlyboundFile, FileMode.Create))
{
// Write the XML to disk.
earlyBoundSerializer.WriteObject(file, contact);
}
Console.WriteLine(
"The early-bound contact instance has been serialized to a file, {0}.",
earlyboundFile);
// Convert the contact to a late-bound entity instance and serialize it to disk.
var lateboundContact = contact.ToEntity <Entity>();
String lateboundFile = "Contact_late_" + lateboundContact.Id.ToString("B") + ".xml";
var lateBoundSerializer = new DataContractSerializer(typeof(Entity));
// Write the serialized object to a file.
using (var file = new FileStream(lateboundFile, FileMode.Create))
{
lateBoundSerializer.WriteObject(file, lateboundContact);
}
Console.WriteLine(
"The late-bound contact instance has been serialized to a file, {0}.",
lateboundFile);
#endregion
#region De-serialize the Microsoft CRM contact from XML
Contact deserializedContact = null;
using (var file = new FileStream(earlyboundFile, FileMode.Open))
{
deserializedContact = (Contact)earlyBoundSerializer.ReadObject(file);
Console.WriteLine("The contact has been de-serialized: {0} {1}",
deserializedContact.FirstName, deserializedContact.LastName);
}
#endregion
#region Update contact in Microsoft CRM
// Update the contact in Microsoft CRM to prove that the de-serialization worked.
deserializedContact.JobTitle = "Plumber";
_serviceProxy.Update(deserializedContact);
Console.WriteLine("The contact was updated in Microsoft CRM.");
#endregion
DeleteRequiredRecords(promptToDelete);
}
}
/// <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 = ServerConnection.GetOrganizationProxy(serverConfig))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
//<snippetCreateQueue1>
// 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);
//</snippetCreateQueue1>
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>
/// Create and configure the organization service proxy.
/// Create a date/time attribute for account entity with UserLocal behavior.
/// Create an account record.
/// Retrieve the value in the new date/time attribute.
/// Update attribute to set the behavior to DateOnly.
/// Create another account record.
/// Retrieve both the account records to compare the date value retrieved.
/// Use the "ConvertDateandTimeRequest" message to change the behavior for the
/// existing records.
/// 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();
// Check if you are running the correct version of CRM.
// This sample requires that the CRM version be 7.1.0.xxxx or later.
RetrieveVersionRequest crmVersionReq = new RetrieveVersionRequest();
RetrieveVersionResponse crmVersionResp = (RetrieveVersionResponse)_serviceProxy.Execute(crmVersionReq);
if (String.CompareOrdinal("7.1.0.0", crmVersionResp.Version) < 0)
{
// Create required records for the sample.
CreateRequiredRecords();
// Use the ConvertDateandTimeBehaviorRequest SDK message to change
// the behavior of the date and time values in the custom attribute
// (new_SampleDateTimeAttribute) for the account entity.
ConvertDateAndTimeBehaviorRequest request = new ConvertDateAndTimeBehaviorRequest()
{
Attributes = new EntityAttributeCollection()
{
new KeyValuePair <string, StringCollection>("account", new StringCollection()
{
"new_sampledatetimeattribute"
})
},
ConversionRule = DateTimeBehaviorConversionRule.SpecificTimeZone.Value,
TimeZoneCode = 190, // Time zone code for India Standard Time (IST) in CRM
AutoConvert = false // Conversion must be done using ConversionRule
};
// Execute the request
ConvertDateAndTimeBehaviorResponse response = (ConvertDateAndTimeBehaviorResponse)_serviceProxy.Execute(request);
Console.WriteLine("***************************************");
Console.WriteLine("Executed the ConvertDateAndTimeBehaviorRequest SDK message.\n");
// Wait for two seconds to let the async job be created
System.Threading.Thread.Sleep(2000);
if (response.JobId != null)
{
Console.WriteLine("An async job created with ID: {0}", response.JobId.ToString());
}
// Retrieve the job completion details based on the Job ID
ColumnSet cs = new ColumnSet("statecode", "statuscode", "friendlymessage", "message");
Console.WriteLine("Waiting for the async job to complete...\n");
AsyncOperation crmAsyncJob = new AsyncOperation();
while (response.JobId != null && waitCount > 0)
{
// Check to see if the async operation is complete
crmAsyncJob =
(AsyncOperation)_serviceProxy.Retrieve(AsyncOperation.EntityLogicalName,
response.JobId, cs);
if (crmAsyncJob.StateCode.HasValue &&
crmAsyncJob.StateCode.Value == AsyncOperationState.Completed &&
crmAsyncJob.StatusCode.Value == (int)asyncoperation_statuscode.Succeeded)
{
waitCount = 0;
Console.WriteLine("The async job is complete.\n");
Console.WriteLine("****************************");
Console.WriteLine(crmAsyncJob.FriendlyMessage);
Console.WriteLine("****************************");
Console.WriteLine(crmAsyncJob.Message);
Console.WriteLine("****************************\n");
// Retrieve both the account records created earlier to check the date value
Console.WriteLine("Retrieving the date and time values after the conversion...\n");
// Create a column set to define which attributes should be retrieved.
ColumnSet attributes = new ColumnSet(new string[] { "name", "new_sampledatetimeattribute" });
Account retrievedAccount1 = (Account)_serviceProxy.Retrieve(Account.EntityLogicalName, _account1ID, attributes);
Account retrievedAccount2 = (Account)_serviceProxy.Retrieve(Account.EntityLogicalName, _account2ID, attributes);
Console.WriteLine("'{0}' is: {1}", retrievedAccount1.GetAttributeValue <String>("name"), retrievedAccount1.GetAttributeValue <DateTime>("new_sampledatetimeattribute"));
Console.WriteLine("'{0}' is: {1}\n", retrievedAccount2.GetAttributeValue <String>("name"), retrievedAccount2.GetAttributeValue <DateTime>("new_sampledatetimeattribute"));
Console.WriteLine("The behavior converted to DateOnly for account record ('Sample Account 1')\nbased on the specified conversion rule.\n");
Console.WriteLine("No changes to 'Sample Account 2' because it was already DateOnly.\n");
Console.WriteLine("***************************************\n");
}
else
{
waitCount--;
System.Threading.Thread.Sleep(1000);
}
}
// If the async job is taking tool long to process,
// inform the user about the same.
if (waitCount == 0 && crmAsyncJob.StateCode.Value != (AsyncOperationState.Completed))
{
Console.WriteLine("The async job is taking too long to complete. Aborting the sample.");
}
// Prompt the user to delete the records and attribute created by the sample.
DeleteRequiredRecords(promptForDelete);
}
else
{
Console.WriteLine("This sample cannot be run against the current version of CRM.");
Console.WriteLine("Upgrade your CRM instance to the latest version to run this sample.");
}
}
}
// 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 phone call is created to a contact regarding a lead.
/// </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;
// Create a lead.
Lead lead = new Lead()
{
CompanyName = "Litware, Inc."
};
_leadId = _service.Create(lead);
Console.Write("Lead created, ");
// Create a contact.
Contact contact = new Contact()
{
FirstName = "Dan",
LastName = "Park",
Address1_Line1 = "23 Market St.",
Address1_City = "Sammamish",
Address1_StateOrProvince = "MT",
Address1_PostalCode = "99999",
Telephone1 = "12345678",
EMailAddress1 = "*****@*****.**"
};
_contactId = _service.Create(contact);
contact.ContactId = _contactId;
Console.Write("contact created, ");
// Create a blank phone call.
PhoneCall phoneCall = new PhoneCall();
_phoneCallId = _service.Create(phoneCall);
Console.Write("phone call created, ");
// Create an ActivityParty for the phone call's "to" field.
ActivityParty activityParty = new ActivityParty()
{
PartyId = new EntityReference
{
Id = _contactId,
LogicalName = Contact.EntityLogicalName,
},
ActivityId = new EntityReference
{
Id = _phoneCallId,
LogicalName = PhoneCall.EntityLogicalName,
},
ParticipationTypeMask = new OptionSetValue(9)
};
// Create a phone call and add the properties we are updating.
PhoneCall updatePhoneCall = new PhoneCall()
{
Id = _phoneCallId,
Subject = "Test Phone Call",
RegardingObjectId = new EntityReference
{
Id = _leadId,
LogicalName = Lead.EntityLogicalName
},
To = new ActivityParty[] { activityParty }
};
// Update the phone call.
UpdateRequest updateRequest = new UpdateRequest()
{
Target = updatePhoneCall
};
_service.Execute(updateRequest);
Console.Write("phone call updated.\n");
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>
/// </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();
//<snippetDumpEntityInfo1>
RetrieveAllEntitiesRequest request = new RetrieveAllEntitiesRequest()
{
EntityFilters = EntityFilters.Entity,
RetrieveAsIfPublished = true
};
// Retrieve the MetaData.
RetrieveAllEntitiesResponse response = (RetrieveAllEntitiesResponse)_serviceProxy.Execute(request);
// Create an instance of StreamWriter to write text to a file.
// The using statement also closes the StreamWriter.
// To view this file, right click the file and choose open with Excel.
// Excel will figure out the schema and display the information in columns.
String filename = String.Concat("EntityInfo.xml");
using (StreamWriter sw = new StreamWriter(filename))
{
// Create Xml Writer.
XmlTextWriter metadataWriter = new XmlTextWriter(sw);
// Start Xml File.
metadataWriter.WriteStartDocument();
// Metadata Xml Node.
metadataWriter.WriteStartElement("Metadata");
foreach (EntityMetadata currentEntity in response.EntityMetadata)
{
//if (currentEntity.IsIntersect.Value == false)
if (true)
{
// Start Entity Node
metadataWriter.WriteStartElement("Entity");
// Write the Entity's Information.
metadataWriter.WriteElementString("EntitySchemaName", currentEntity.SchemaName);
metadataWriter.WriteElementString("OTC", currentEntity.ObjectTypeCode.ToString());
metadataWriter.WriteElementString("OwnershipType", currentEntity.OwnershipType.Value.ToString());
if (currentEntity.DisplayName.UserLocalizedLabel != null)
{
metadataWriter.WriteElementString("DisplayName", currentEntity.DisplayName.UserLocalizedLabel.Label);
}
if (currentEntity.DisplayCollectionName.UserLocalizedLabel != null)
{
metadataWriter.WriteElementString("DisplayCollectionName", currentEntity.DisplayCollectionName.UserLocalizedLabel.Label);
}
metadataWriter.WriteElementString("IntroducedVersion", currentEntity.IntroducedVersion.ToString());
metadataWriter.WriteElementString("AutoRouteToOwnerQueue", currentEntity.AutoRouteToOwnerQueue.ToString());
metadataWriter.WriteElementString("CanBeInManyToMany", currentEntity.CanBeInManyToMany.Value.ToString());
metadataWriter.WriteElementString("CanBePrimaryEntityInRelationship", currentEntity.CanBePrimaryEntityInRelationship.Value.ToString());
metadataWriter.WriteElementString("CanBeRelatedEntityInRelationship", currentEntity.CanBeRelatedEntityInRelationship.Value.ToString());
metadataWriter.WriteElementString("CanCreateAttributes", currentEntity.CanCreateAttributes.Value.ToString());
metadataWriter.WriteElementString("CanCreateCharts", currentEntity.CanCreateCharts.Value.ToString());
metadataWriter.WriteElementString("CanCreateForms", currentEntity.CanCreateForms.Value.ToString());
metadataWriter.WriteElementString("CanCreateViews", currentEntity.CanCreateViews.Value.ToString());
metadataWriter.WriteElementString("CanModifyAdditionalSettings", currentEntity.CanModifyAdditionalSettings.Value.ToString());
metadataWriter.WriteElementString("CanTriggerWorkflow", currentEntity.CanTriggerWorkflow.Value.ToString());
metadataWriter.WriteElementString("IsActivity", currentEntity.IsActivity.Value.ToString());
//metadataWriter.WriteElementString("ActivityTypeMask", currentEntity.ActivityTypeMask.ToString());
metadataWriter.WriteElementString("IsActivityParty", currentEntity.IsActivityParty.Value.ToString());
metadataWriter.WriteElementString("IsAuditEnabled", currentEntity.IsAuditEnabled.Value.ToString());
metadataWriter.WriteElementString("IsAvailableOffline", currentEntity.IsAvailableOffline.ToString());
metadataWriter.WriteElementString("IsChildEntity", currentEntity.IsChildEntity.ToString());
metadataWriter.WriteElementString("IsConnectionsEnabled", currentEntity.IsConnectionsEnabled.ManagedPropertyLogicalName.ToString());
metadataWriter.WriteElementString("IsCustomEntity", currentEntity.IsCustomEntity.Value.ToString());
metadataWriter.WriteElementString("IsCustomizable", currentEntity.IsCustomizable.Value.ToString());
metadataWriter.WriteElementString("IsDocumentManagementEnabled", currentEntity.IsDocumentManagementEnabled.Value.ToString());
metadataWriter.WriteElementString("IsDuplicateDetectionEnabled", currentEntity.IsDuplicateDetectionEnabled.Value.ToString());
if (currentEntity.IsEnabledForCharts != null)
{
metadataWriter.WriteElementString("IsEnabledForCharts", currentEntity.IsEnabledForCharts.Value.ToString());
}
metadataWriter.WriteElementString("IsImportable", currentEntity.IsImportable.Value.ToString());
metadataWriter.WriteElementString("IsIntersect", currentEntity.IsIntersect.Value.ToString());
metadataWriter.WriteElementString("IsMailMergeEnabled", currentEntity.IsMailMergeEnabled.Value.ToString());
metadataWriter.WriteElementString("IsManaged", currentEntity.IsManaged.Value.ToString());
metadataWriter.WriteElementString("IsMappable", currentEntity.IsMappable.Value.ToString());
metadataWriter.WriteElementString("IsReadingPaneEnabled", currentEntity.IsReadingPaneEnabled.Value.ToString());
metadataWriter.WriteElementString("IsRenameable", currentEntity.IsRenameable.Value.ToString());
metadataWriter.WriteElementString("IsValidForAdvancedFind", currentEntity.IsValidForAdvancedFind.Value.ToString());
metadataWriter.WriteElementString("IsValidForQueue", currentEntity.IsValidForQueue.Value.ToString());
metadataWriter.WriteElementString("IsVisibleInMobile", currentEntity.IsVisibleInMobile.Value.ToString());
metadataWriter.WriteElementString("PrimaryIdAttribute", currentEntity.PrimaryIdAttribute);
metadataWriter.WriteElementString("PrimaryNameAttribute", currentEntity.PrimaryNameAttribute);
metadataWriter.WriteElementString("ReportViewName", currentEntity.ReportViewName);
metadataWriter.WriteElementString("RecurrenceBaseEntityLogicalName", currentEntity.RecurrenceBaseEntityLogicalName);
if (currentEntity.Description.UserLocalizedLabel != null)
{
metadataWriter.WriteElementString("Description", currentEntity.Description.UserLocalizedLabel.Label);
}
// End Entity Node
metadataWriter.WriteEndElement();
}
}
// End Metadata Xml Node
metadataWriter.WriteEndElement();
metadataWriter.WriteEndDocument();
// Close xml writer.
metadataWriter.Close();
}
Console.WriteLine("Done.");
//</snippetDumpEntityInfo1>
//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();
CreateRequiredRecords();
//Read the descriptive data from the XML file
XDocument xmlDoc = XDocument.Load("../../ImportJob.xml");
//Create a collection of anonymous type references to each of the Web Resources
var webResources = from webResource in xmlDoc.Descendants("webResource")
select new
{
path = webResource.Element("path").Value,
displayName = webResource.Element("displayName").Value,
description = webResource.Element("description").Value,
name = webResource.Element("name").Value,
type = webResource.Element("type").Value
};
// Loop through the collection creating Web Resources
int counter = 0;
foreach (var webResource in webResources)
{
//Set the Web Resource properties
WebResource wr = new WebResource
{
Content = getEncodedFileContents(@"../../" + webResource.path),
DisplayName = webResource.displayName,
Description = webResource.description,
Name = _customizationPrefix + webResource.name,
LogicalName = WebResource.EntityLogicalName,
WebResourceType = new OptionSetValue(Int32.Parse(webResource.type))
};
// Using CreateRequest because we want to add an optional parameter
CreateRequest cr = new CreateRequest
{
Target = wr
};
//Set the SolutionUniqueName optional parameter so the Web Resources will be
// created in the context of a specific solution.
cr.Parameters.Add("SolutionUniqueName", _ImportWebResourcesSolutionUniqueName);
CreateResponse cresp = (CreateResponse)_serviceProxy.Execute(cr);
// Capture the id values for the Web Resources so the sample can delete them.
_webResourceIds[counter] = cresp.id;
counter++;
Console.WriteLine("Created Web Resource: {0}", webResource.displayName);
}
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 the connection role instances.
/// Associate the connection roles.
/// 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();
// Create the Connection Role 1
ConnectionRole newConnectionRole1 = new ConnectionRole
{
Name = "Example Connection Role 1",
Category = new OptionSetValue((int)connectionrole_category.Business),
};
_connectionRole1Id = _serviceProxy.Create(newConnectionRole1);
Console.WriteLine("Created {0}.", newConnectionRole1.Name);
// Create a related Connection Role Object Type Code record for Account
ConnectionRoleObjectTypeCode newAccountConnectionRole1TypeCode
= new ConnectionRoleObjectTypeCode
{
ConnectionRoleId = new EntityReference(
ConnectionRole.EntityLogicalName, _connectionRole1Id),
AssociatedObjectTypeCode = Account.EntityLogicalName
};
_serviceProxy.Create(newAccountConnectionRole1TypeCode);
Console.WriteLine(
"Created a related Connection Role 1 Object Type Code record for Account."
);
// Create a related Connection Role Object Type Code record for Contact
ConnectionRoleObjectTypeCode newContactConnectionRole1TypeCode
= new ConnectionRoleObjectTypeCode
{
ConnectionRoleId = new EntityReference(
ConnectionRole.EntityLogicalName, _connectionRole1Id),
AssociatedObjectTypeCode = Contact.EntityLogicalName
};
_serviceProxy.Create(newContactConnectionRole1TypeCode);
Console.WriteLine(
"Created a related Connection Role 1 Object Type Code record for Contact."
);
// Create the Connection Role 2
ConnectionRole newConnectionRole2 = new ConnectionRole
{
Name = "Example Connection Role 2",
Category = new OptionSetValue((int)connectionrole_category.Business),
};
_connectionRole2Id = _serviceProxy.Create(newConnectionRole2);
Console.WriteLine("Created {0}.", newConnectionRole2.Name);
// Create a related Connection Role 2 Object Type Code record for Account
ConnectionRoleObjectTypeCode newAccountConnectionRole2TypeCode
= new ConnectionRoleObjectTypeCode
{
ConnectionRoleId = new EntityReference(
ConnectionRole.EntityLogicalName, _connectionRole2Id),
AssociatedObjectTypeCode = Account.EntityLogicalName
};
_serviceProxy.Create(newAccountConnectionRole2TypeCode);
Console.WriteLine(
"Created a related Connection Role 2 Object Type Code record for Account."
);
// Create a related Connection Role 2 Object Type Code record for Contact
ConnectionRoleObjectTypeCode newContactConnectionRole2TypeCode
= new ConnectionRoleObjectTypeCode
{
ConnectionRoleId = new EntityReference(
ConnectionRole.EntityLogicalName, _connectionRole2Id),
AssociatedObjectTypeCode = Contact.EntityLogicalName
};
_serviceProxy.Create(newContactConnectionRole2TypeCode);
Console.WriteLine(
"Created a related Connection Role 2 Object Type Code record for Contact."
);
//<snippetAssociateReciprocalConnectionRoles>
// Associate the connection roles
AssociateRequest associateConnectionRoles = new AssociateRequest
{
Target = new EntityReference(ConnectionRole.EntityLogicalName,
_connectionRole1Id),
RelatedEntities = new EntityReferenceCollection()
{
new EntityReference(ConnectionRole.EntityLogicalName,
_connectionRole2Id)
},
// The name of the relationship connection role association
// relationship in MS CRM
Relationship = new Relationship()
{
PrimaryEntityRole = EntityRole.Referencing, // Referencing or Referenced based on N:1 or 1:N reflexive relationship.
SchemaName = "connectionroleassociation_association"
}
};
_serviceProxy.Execute(associateConnectionRoles);
Console.WriteLine("Associated the connection roles.");
//</snippetAssociateReciprocalConnectionRoles>
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.
/// Initiate the method to create any data that this sample requires.
/// Reschedule an instance of the recurring appointment series.
/// Cancel another instance of 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();
//<snippetRescheduleandCancelRecurringAppointmentInstance1>
// Retrieve the individual appointment instance that falls on or after
// 10 days from today. Basically this will be the second instance in the
// recurring appointment series.
QueryExpression instanceQuery = new QueryExpression
{
EntityName = Appointment.EntityLogicalName,
ColumnSet = new ColumnSet
{
Columns = { "activityid", "scheduledstart", "scheduledend" }
},
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression
{
AttributeName = "seriesid",
Operator = ConditionOperator.Equal,
Values = { _recurringAppointmentMasterId }
},
new ConditionExpression
{
AttributeName = "scheduledstart",
Operator = ConditionOperator.OnOrAfter,
Values = { DateTime.Today.AddDays(10) }
}
}
}
};
EntityCollection individualAppointments = _serviceProxy.RetrieveMultiple(instanceQuery);
//<snippetRescheduleandCancelRecurringAppointmentInstance2>
#region Reschedule an instance of recurring appointment
// Update the scheduled start and end dates of the appointment
// to reschedule it.
Appointment updateAppointment = new Appointment
{
ActivityId = individualAppointments.Entities.Select(x => (Appointment)x).First().ActivityId,
ScheduledStart = individualAppointments.Entities.Select(x => (Appointment)x).First().ScheduledStart.Value.AddHours(1),
ScheduledEnd = individualAppointments.Entities.Select(x => (Appointment)x).First().ScheduledEnd.Value.AddHours(2)
};
RescheduleRequest reschedule = new RescheduleRequest
{
Target = updateAppointment
};
RescheduleResponse rescheduled = (RescheduleResponse)_serviceProxy.Execute(reschedule);
Console.WriteLine("Rescheduled the second instance of the recurring appointment.");
#endregion Reschedule an instance of recurring appointment
//</snippetRescheduleandCancelRecurringAppointmentInstance2>
//<snippetRescheduleandCancelRecurringAppointmentInstance3>
#region Cancel an instance of recurring appointment
// Cancel the last instance of the appointment. The status of this appointment
// instance is set to 'Canceled'. You can view this appoinyment instance under
// the 'All Activities' view.
SetStateRequest appointmentRequest = new SetStateRequest
{
State = new OptionSetValue((int)AppointmentState.Canceled),
Status = new OptionSetValue(4),
EntityMoniker = new EntityReference(Appointment.EntityLogicalName,
new Guid(individualAppointments.Entities.Select(x => (Appointment)x).Last().ActivityId.ToString()))
};
_serviceProxy.Execute(appointmentRequest);
Console.WriteLine("Canceled the last instance of the recurring appointment.");
#endregion Cancel an instance of recurring appointment
//</snippetRescheduleandCancelRecurringAppointmentInstance3>
//</snippetRescheduleandCancelRecurringAppointmentInstance1>
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/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
{
// 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);
}
}
}
}
// 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
{
// Connect to the Organization service.
// The using statement assures that the service proxy will be properly disposed.
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,
serverConfig.Credentials, serverConfig.DeviceCredentials))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
_service = (IOrganizationService)_serviceProxy;
CreateRequiredRecords();
// The OrganizationServiceContext is an object that wraps the service
// proxy and allows creating/updating multiple records simultaneously.
_orgContext = new OrganizationServiceContext(_service);
// Create a new contact called Mary Kay Andersen.
var contact = new Contact()
{
FirstName = "Mary Kay",
LastName = "Andersen",
Address1_Line1 = "23 Market St.",
Address1_City = "Sammamish",
Address1_StateOrProvince = "MT",
Address1_PostalCode = "99999",
Telephone1 = "12345678",
EMailAddress1 = "*****@*****.**",
Id = Guid.NewGuid()
};
_contactId = contact.Id;
_orgContext.AddObject(contact);
Console.Write("Instantiating contact, ");
// Create an account called Contoso.
var account = new Account()
{
Name = "Contoso",
Address1_City = "Redmond",
// set the account category to 'Preferred Customer'
AccountCategoryCode = new OptionSetValue(1),
LastUsedInCampaign = DateTime.Now,
MarketCap = new Money(120000),
DoNotEMail = true,
Description = "Contoso is a fictional company!",
Id = Guid.NewGuid(),
};
_accountId = account.Id;
Console.Write("instantiating account, ");
// Set Mary Kay Andersen as the primary contact
_orgContext.AddRelatedObject(
contact,
new Relationship("account_primary_contact"),
account);
SaveChangesHelper(contact, account);
Console.WriteLine("and creating both records in CRM.");
// Remove the primary contact value from Mary Kay Andersen
_orgContext.Attach(contact);
_orgContext.DeleteLink(
contact,
new Relationship("account_primary_contact"),
account);
SaveChangesHelper(contact, account);
Console.Write("Removing primary contact status, ");
// Add Mary Kay Andersen to the contact list for the account Contoso.
_orgContext.Attach(account);
_orgContext.Attach(contact);
_orgContext.AddLink(
account,
new Relationship("contact_customer_accounts"),
contact);
SaveChangesHelper(contact, account);
Console.WriteLine("and adding contact to account's contact list.");
// Add a note with a document attachment to the contact's record.
var attachment = File.OpenRead("sample.txt");
var data = new byte[attachment.Length];
attachment.Read(data, 0, (int)attachment.Length);
var note = new Annotation()
{
Subject = "Note subject...",
NoteText = "Note Details....",
DocumentBody = Convert.ToBase64String(data),
FileName = Path.GetFileName(attachment.Name),
MimeType = "text/plain",
Id = Guid.NewGuid(),
// Associate the note to the contact.
ObjectId = contact.ToEntityReference(),
ObjectTypeCode = Contact.EntityLogicalName
};
_annotationId = note.Id;
Console.Write("Instantiating a note, ");
_orgContext.AddObject(note);
_orgContext.Attach(contact);
// Set the contact as the Regarding attribute of the note.
_orgContext.AddLink(
contact,
new Relationship("Contact_Annotation"),
note);
SaveChangesHelper(note, contact);
Console.WriteLine("creating the note in CRM and linking to contact.");
// Change the owning user of the contact Mary Kay Andersen
// Find a user with an email address of "*****@*****.**"
var newOwner = (from u in _orgContext.CreateQuery <SystemUser>()
where u.InternalEMailAddress == "*****@*****.**"
select u).Single();
AssignRequest assignRequest = new AssignRequest()
{
Target = contact.ToEntityReference(),
Assignee = newOwner.ToEntityReference()
};
_orgContext.Execute(assignRequest);
Console.WriteLine("Changing ownership of contact record.");
// Create a new price list called Retail Price List.
var priceList = new PriceLevel()
{
Name = "Retail Price List",
BeginDate = DateTime.Now,
EndDate = DateTime.Now,
Description = "Contoso's primary pricelist.",
Id = Guid.NewGuid()
};
_priceLevelId = priceList.Id;
_orgContext.AddObject(priceList);
Console.Write("Instantiating price list ");
// Create a new product called Widget A.
var newProduct = new Product()
{
Name = "Widget A",
Description = "Industrial widget for hi-tech industries",
ProductStructure = new OptionSetValue(1), // 1 = Product
QuantityOnHand = 2,
ProductNumber = "WIDG-A",
Price = new Money(decimal.Parse("12.50")),
QuantityDecimal = 2, // Sets the Decimals Supported value
Id = Guid.NewGuid(),
DefaultUoMScheduleId = new EntityReference(
UoMSchedule.EntityLogicalName,
_orgContext.CreateQuery <UoMSchedule>().First().Id),
DefaultUoMId = new EntityReference(
UoM.EntityLogicalName,
_orgContext.CreateQuery <UoM>().First().Id)
};
_productId = newProduct.Id;
_orgContext.AddObject(newProduct);
Console.WriteLine("and product.");
SaveChangesHelper(priceList, newProduct);
// Add Widget A to the Retail Price List.
var priceLevelProduct = new ProductPriceLevel()
{
ProductId = newProduct.ToEntityReference(),
UoMId = newProduct.DefaultUoMId,
Amount = new Money(decimal.Parse("12.50")),
PriceLevelId = priceList.ToEntityReference(),
Id = Guid.NewGuid()
};
_productPriceLevelId = priceLevelProduct.Id;
_orgContext.AddObject(priceLevelProduct);
Console.Write("Associating product to price list, ");
// Publish the product
SetStateRequest publishRequest = new SetStateRequest
{
EntityMoniker = newProduct.ToEntityReference(),
State = new OptionSetValue((int)ProductState.Active),
Status = new OptionSetValue(1)
};
_serviceProxy.Execute(publishRequest);
Console.WriteLine("and publishing the product.");
// Create a new quote for Contoso.
var newQuote = new Quote()
{
Name = "Quotation for Contoso",
// Sets the pricelist to the one we've just created
PriceLevelId = priceList.ToEntityReference(),
Id = Guid.NewGuid(),
CustomerId = account.ToEntityReference()
};
_quoteId = newQuote.Id;
_orgContext.AddObject(newQuote);
_orgContext.Attach(account);
_orgContext.AddLink(
newQuote,
new Relationship("quote_customer_accounts"),
account);
Console.Write("Instantiating a quote, ");
// Add a quote product to this quote.
var quoteProduct = new QuoteDetail()
{
ProductId = newProduct.ToEntityReference(),
Quantity = 1,
QuoteId = newQuote.ToEntityReference(),
UoMId = newProduct.DefaultUoMId,
Id = Guid.NewGuid()
};
_quoteDetailId = quoteProduct.Id;
_orgContext.AddObject(quoteProduct);
Console.WriteLine("and adding product to quote.");
// Create a sales opportunity with Contoso.
var oppty = new Opportunity()
{
Name = "Interested in Widget A",
EstimatedCloseDate = DateTime.Now.AddDays(30.0),
EstimatedValue = new Money(decimal.Parse("300000.00")),
CloseProbability = 25, // 25% probability of closing this deal
IsRevenueSystemCalculated = false, // user-calculated revenue
OpportunityRatingCode = new OptionSetValue(2), // warm
CustomerId = account.ToEntityReference(),
Id = Guid.NewGuid()
};
_opportunityId = oppty.Id;
_orgContext.AddObject(oppty);
Console.Write("Instantiating opportunity, ");
//_orgContext.AddLink(
// oppty,
// new Relationship("opportunity_customer_accounts"),
// account);
SaveChangesHelper(priceList, newQuote, newProduct, priceLevelProduct,
quoteProduct, oppty, account);
Console.WriteLine("and creating all records in CRM.");
// Associate quote to contact, which adds the Contact record in the
// "Other Contacts" section of a Quote record.
_orgContext.Attach(contact);
_orgContext.Attach(newQuote);
_orgContext.AddLink(
contact,
new Relationship("contactquotes_association"),
newQuote);
SaveChangesHelper(contact, newQuote);
Console.WriteLine("Associating contact and quote.");
// Create a case for Mary Kay Andersen.
var serviceRequest = new Incident()
{
Title = "Problem with Widget B",
PriorityCode = new OptionSetValue(1), // 1 = High
CaseOriginCode = new OptionSetValue(1), // 1 = Phone
CaseTypeCode = new OptionSetValue(2), // 2 = Problem
SubjectId =
new EntityReference(
Subject.EntityLogicalName,
_orgContext.CreateQuery <Subject>()
.First().Id), // use the default subject
Description = "Customer can't switch the product on.",
FollowupBy = DateTime.Now.AddHours(3.0), // follow-up in 3 hours
CustomerId = contact.ToEntityReference(),
Id = Guid.NewGuid()
};
_incidentId = serviceRequest.Id;
_orgContext.AddObject(serviceRequest);
_orgContext.Attach(contact);
_orgContext.AddLink(
serviceRequest,
new Relationship("incident_customer_contacts"),
contact);
SaveChangesHelper(serviceRequest, contact);
Console.WriteLine("Creating service case for contact.");
// Deactivate the Mary Kay Andersen contact record.
SetStateRequest setInactiveRequest = new SetStateRequest
{
EntityMoniker = contact.ToEntityReference(),
State = new OptionSetValue((int)ContactState.Inactive),
Status = new OptionSetValue(2)
};
_orgContext.Execute(setInactiveRequest);
Console.WriteLine("Deactivating the contact record.");
DeleteRequiredRecords(promptforDelete);
}
}
// 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 XAML to define the custom workflow. Afterwards,
/// it creates the workflow record with this XAML and then activates it.
/// </summary>
/// <remarks>
/// Visit http://msdn.microsoft.com/en-us/library/gg309458.aspx
/// for instructions on enabling XAML workflows on the Microsoft Dynamics CRM server.
/// </remarks>
/// <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();
#region Define the workflow in XAML
// Define the workflow using XAML. This is typically done in the Visual Studio
// workflow designer.
string xamlWF = @"<?xml version=""1.0"" encoding=""utf-16""?>
<Activity x:Class=""SampleWF""
xmlns=""http://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=5.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35""
xmlns:mxswa=""clr-namespace:Microsoft.Xrm.Sdk.Workflow.Activities;assembly=Microsoft.Xrm.Sdk.Workflow, Version=5.0.0.0, 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=""http://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:SampleWF.InputEntities>
<InArgument x:TypeArguments=""scg:IDictionary(x:String, mxs:Entity)"" />
</this:SampleWF.InputEntities>
<this:SampleWF.CreatedEntities>
<InArgument x:TypeArguments=""scg:IDictionary(x:String, mxs:Entity)"" />
</this:SampleWF.CreatedEntities>
<mva:VisualBasic.Settings>Assembly references and imported namespaces for internal implementation</mva:VisualBasic.Settings>
<mxswa:Workflow>
<Sequence>
<Sequence.Variables>
<Variable x:TypeArguments=""x:Int32"" Default=""[40]"" Name=""probability_value"" />
<Variable x:TypeArguments=""mxs:Entity"" Default=""[CreatedEntities("primaryEntity#Temp")]"" Name=""CreatedEntity"" />
</Sequence.Variables>
<Assign x:TypeArguments=""mxs:Entity"" To=""[CreatedEntity]"" Value=""[New Entity("opportunity")]"" />
<Assign x:TypeArguments=""s:Guid"" To=""[CreatedEntity.Id]"" Value=""[InputEntities("primaryEntity").Id]"" />
<mxswa:SetEntityProperty Attribute=""closeprobability"" Entity=""[CreatedEntity]""
EntityName=""opportunity"" TargetType=""[Type.GetType("probability_value")]""
Value=""[probability_value]"">
</mxswa:SetEntityProperty>
<mxswa:UpdateEntity Entity=""[CreatedEntity]"" EntityName=""opportunity"" />
<Assign x:TypeArguments=""mxs:Entity"" To=""[InputEntities("primaryEntity")]"" Value=""[CreatedEntity]"" />
<Persist />
</Sequence>
</mxswa:Workflow>
</Activity>";
#endregion Define the workflow in XAML
#region Create the workflow
//<snippetCreateRealTimeWorkflow1>
// Create a real-time workflow.
// The workflow should execute after a new opportunity is created
// and run in the context of the logged on user.
Workflow workflow = new Workflow()
{
// These properties map to the New Process form settings in the web application.
Name = "Set closeprobability on opportunity create (real-time)",
Type = new OptionSetValue((int)WorkflowType.Definition),
Category = new OptionSetValue((int)WorkflowCategory.Workflow),
PrimaryEntity = Opportunity.EntityLogicalName,
Mode = new OptionSetValue((int)WorkflowMode.Realtime),
// Additional settings from the second New Process form.
Description = @"When an opportunity is created, this workflow" +
" sets the closeprobability field of the opportunity record to 40%.",
OnDemand = false,
Subprocess = false,
Scope = new OptionSetValue((int)WorkflowScope.User),
RunAs = new OptionSetValue((int)workflow_runas.CallingUser),
SyncWorkflowLogOnFailure = true,
TriggerOnCreate = true,
CreateStage = new OptionSetValue((int)workflow_stage.Postoperation),
Xaml = xamlWF,
// Other properties not in the web forms.
LanguageCode = 1033, // U.S. English
};
_workflowId = _serviceProxy.Create(workflow);
//</snippetCreateRealTimeWorkflow1>
Console.WriteLine("Created Workflow: " + workflow.Name);
#endregion Create the workflow
#region Activate the workflow
// Activate the workflow. Initially, the workflow is created in
// a Draft state and must be activated before it can run.
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 the workflow
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 new connectionrole instance and set the object type.
/// 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();
//<snippetCreateConnectionRole1>
// 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 for account and contact
ConnectionRole newConnectionRole = new ConnectionRole
{
Name = "Example Connection Role",
Category = new OptionSetValue(Categories.Business)
};
_connectionRoleId = _serviceProxy.Create(newConnectionRole);
Console.WriteLine("Created {0}.", newConnectionRole.Name);
// Create a related Connection Role Object Type Code record for Account
ConnectionRoleObjectTypeCode newAccountConnectionRoleTypeCode
= new ConnectionRoleObjectTypeCode
{
ConnectionRoleId = new EntityReference(
ConnectionRole.EntityLogicalName, _connectionRoleId),
AssociatedObjectTypeCode = Account.EntityLogicalName
};
_serviceProxy.Create(newAccountConnectionRoleTypeCode);
Console.WriteLine(
"Created a related Connection Role Object Type Code record for Account.");
// Create a related Connection Role Object Type Code record for Contact
ConnectionRoleObjectTypeCode newContactConnectionRoleTypeCode
= new ConnectionRoleObjectTypeCode
{
ConnectionRoleId = new EntityReference(
ConnectionRole.EntityLogicalName, _connectionRoleId),
AssociatedObjectTypeCode = Contact.EntityLogicalName
};
_serviceProxy.Create(newContactConnectionRoleTypeCode);
Console.WriteLine(
"Created a related Connection Role Object Type Code record for Contact.");
//</snippetCreateConnectionRole1>
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.
/// Creates an account and some associated letters with a nested operation.
/// Updates those records with a nested operation.
// </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;
//<snippetCompoundCreateUpdate1>
//Define the account for which we will add letters
Account accountToCreate = new Account
{
Name = "Example Account"
};
//Define the IDs of the related letters we will create
_letterIds = new[] { Guid.NewGuid(), Guid.NewGuid(), Guid.NewGuid() };
//This acts as a container for each letter we create. Note that we haven't
//define the relationship between the letter and account yet.
EntityCollection relatedLettersToCreate = new EntityCollection
{
EntityName = Letter.EntityLogicalName,
Entities =
{
new Letter {
Subject = "Letter 1", ActivityId = _letterIds[0]
},
new Letter {
Subject = "Letter 2", ActivityId = _letterIds[1]
},
new Letter {
Subject = "Letter 3", ActivityId = _letterIds[2]
}
}
};
//Creates the reference between which relationship between Letter and
//Account we would like to use.
Relationship letterRelationship = new Relationship("Account_Letters");
//Adds the letters to the account under the specified relationship
accountToCreate.RelatedEntities.Add(letterRelationship, relatedLettersToCreate);
//Passes the Account (which contains the letters)
_accountId = _service.Create(accountToCreate);
Console.WriteLine("An account and {0} letters were created.", _letterIds.Length);
//Now we run through many of the same steps as the above "Create" example
Account accountToUpdate = new Account
{
Name = "Example Account - Updated",
AccountId = _accountId
};
EntityCollection relatedLettersToUpdate = new EntityCollection
{
EntityName = Letter.EntityLogicalName,
Entities =
{
new Letter {
Subject = "Letter 1 - Updated", ActivityId = _letterIds[0]
},
new Letter {
Subject = "Letter 2 - Updated", ActivityId = _letterIds[1]
},
new Letter {
Subject = "Letter 3 - Updated", ActivityId = _letterIds[2]
}
}
};
accountToUpdate.RelatedEntities.Add(letterRelationship, relatedLettersToUpdate);
//This will update the account as well as all of the related letters
_service.Update(accountToUpdate);
Console.WriteLine("An account and {0} letters were updated.", _letterIds.Length);
//</snippetCompoundCreateUpdate1>
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,
/// an annotation is created, uploaded, then finally downloaded.
/// </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
{
//<snippetUploadAndDownloadAttachment1>
// 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();
#region Create and Upload annotation attachment
// Instantiate an Annotation object.
// See the Entity Metadata topic in the SDK documentation to determine
// which attributes must be set for each entity.
Annotation setupAnnotation = new Annotation()
{
Subject = "Example Annotation",
FileName = "ExampleAnnotationAttachment.txt",
DocumentBody = Convert.ToBase64String(
new UnicodeEncoding().GetBytes("Sample Annotation Text")),
MimeType = "text/plain"
};
// Create the Annotation object.
_annotationId = _serviceProxy.Create(setupAnnotation);
Console.Write("{0} created with an attachment", setupAnnotation.Subject);
#endregion Create and Upload annotation attachment
#region Download attachment from annotation record
// Define columns to retrieve from the annotation record.
ColumnSet cols = new ColumnSet("filename", "documentbody");
// Retrieve the annotation record.
Annotation retrievedAnnotation =
(Annotation)_serviceProxy.Retrieve("annotation", _annotationId, cols);
Console.WriteLine(", and retrieved.");
_fileName = retrievedAnnotation.FileName;
// Download the attachment in the current execution folder.
using (FileStream fileStream = new FileStream(retrievedAnnotation.FileName, FileMode.OpenOrCreate))
{
byte[] fileContent = Convert.FromBase64String(retrievedAnnotation.DocumentBody);
fileStream.Write(fileContent, 0, fileContent.Length);
}
Console.WriteLine("Attachment downloaded.");
#endregion Download attachment from annotation record
DeleteRequiredRecords(promptforDelete);
}
//</snippetUploadAndDownloadAttachment1>
}
// 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>
/// Retrieve a role from CRM.
/// Assign that role to a team.
/// <param name="organizationFriendlyName">The friendly name of
/// the target organization.</param>
/// <param name="discoveryServer">The name of the discovery server.</param>
/// <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();
_service = (IOrganizationService)_serviceProxy;
// Call the method to create any data that this sample requires.
CreateRequiredRecords();
// Retrieve a role from CRM.
QueryExpression query = new QueryExpression
{
EntityName = Role.EntityLogicalName,
ColumnSet = new ColumnSet("roleid"),
Criteria = new FilterExpression
{
Conditions =
{
// You would replace the condition below with an actual role
// name, or skip this query if you had a role id.
new ConditionExpression
{
AttributeName = "name",
Operator = ConditionOperator.Equal,
Values = { _roleName }
}
}
}
};
Role role = _service.RetrieveMultiple(query).Entities.
Cast <Role>().First();
// Add the role to the team.
_service.Associate(
Team.EntityLogicalName,
_teamId,
new Relationship("teamroles_association"),
new EntityReferenceCollection()
{
new EntityReference(Role.EntityLogicalName, _roleId)
});
Console.WriteLine("Assigned role to team");
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 how to programmatically execute a workflow.
/// </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();
OrganizationServiceContext _orgContext = new OrganizationServiceContext(_serviceProxy);
CreateRequiredRecords();
// Create an ExecuteWorkflow request.
ExecuteWorkflowRequest request = new ExecuteWorkflowRequest()
{
WorkflowId = _workflowId,
EntityId = _leadId
};
Console.Write("Created ExecuteWorkflow request, ");
// Execute the workflow.
ExecuteWorkflowResponse response =
(ExecuteWorkflowResponse)_serviceProxy.Execute(request);
Console.WriteLine("and sent request to service.");
#region Check success
ColumnSet cols = new ColumnSet("statecode");
QueryByAttribute retrieveOpQuery = new QueryByAttribute();
retrieveOpQuery.EntityName = AsyncOperation.EntityLogicalName;
retrieveOpQuery.ColumnSet = cols;
retrieveOpQuery.AddAttributeValue("asyncoperationid", response.Id);
// Wait for the asyncoperation to complete.
// (wait no longer than 1 minute)
for (int i = 0; i < 60; i++)
{
System.Threading.Thread.Sleep(1000);
EntityCollection retrieveOpResults =
_serviceProxy.RetrieveMultiple(retrieveOpQuery);
if (retrieveOpResults.Entities.Count() > 0)
{
AsyncOperation op =
(AsyncOperation)retrieveOpResults.Entities[0];
if (op.StateCode == AsyncOperationState.Completed)
{
_asyncOperationId = op.AsyncOperationId.Value;
Console.WriteLine("AsyncOperation completed successfully.");
break;
}
}
if (i == 59)
{
throw new TimeoutException("AsyncOperation failed to complete in under one minute.");
}
}
// Retrieve the task that was created by the workflow.
cols = new ColumnSet("activityid");
QueryByAttribute retrieveActivityQuery = new QueryByAttribute();
retrieveActivityQuery.EntityName = PhoneCall.EntityLogicalName;
retrieveActivityQuery.ColumnSet = cols;
retrieveActivityQuery.AddAttributeValue("subject", "First call to Diogo Andrade");
EntityCollection results =
_serviceProxy.RetrieveMultiple(retrieveActivityQuery);
if (results.Entities.Count() == 0)
{
throw new InvalidOperationException("Phone call activity was not successfully created");
}
else
{
Console.WriteLine("Phone call activity successfully created from workflow.");
}
#endregion Check success
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>
/// Main. Runs the sample and provides error output.
/// <param name="args">Array of arguments to Main method.</param>
/// </summary>
static public void Main(string[] args)
{
try
{
// Obtain the target organization's Web address and client logon
// credentials from the user.
ServerConnection serverConnect = new ServerConnection();
ServerConnection.Configuration config = serverConnect.GetServerConfiguration();
AssignVisualizationToUser app = new AssignVisualizationToUser();
app.Run(config, true);
}
catch (FaultException <Microsoft.Xrm.Sdk.OrganizationServiceFault> ex)
{
Console.WriteLine("The application terminated with an error.");
Console.WriteLine("Timestamp: {0}", ex.Detail.Timestamp);
Console.WriteLine("Code: {0}", ex.Detail.ErrorCode);
Console.WriteLine("Message: {0}", ex.Detail.Message);
Console.WriteLine("Plugin Trace: {0}", ex.Detail.TraceText);
Console.WriteLine("Inner Fault: {0}",
null == ex.Detail.InnerFault ? "No Inner Fault" : "Has Inner Fault");
}
catch (System.TimeoutException ex)
{
Console.WriteLine("The application terminated with an error.");
Console.WriteLine("Message: {0}", ex.Message);
Console.WriteLine("Stack Trace: {0}", ex.StackTrace);
Console.WriteLine("Inner Fault: {0}",
null == ex.InnerException.Message ? "No Inner Fault" : ex.InnerException.Message);
}
catch (System.Exception ex)
{
Console.WriteLine("The application terminated with an error.");
Console.WriteLine(ex.Message);
// Display the details of the inner exception.
if (ex.InnerException != null)
{
Console.WriteLine(ex.InnerException.Message);
FaultException <Microsoft.Xrm.Sdk.OrganizationServiceFault> fe =
ex.InnerException
as FaultException <Microsoft.Xrm.Sdk.OrganizationServiceFault>;
if (fe != null)
{
Console.WriteLine("Timestamp: {0}", fe.Detail.Timestamp);
Console.WriteLine("Code: {0}", fe.Detail.ErrorCode);
Console.WriteLine("Message: {0}", fe.Detail.Message);
Console.WriteLine("Plugin Trace: {0}", fe.Detail.TraceText);
Console.WriteLine("Inner Fault: {0}",
null == fe.Detail.InnerFault ? "No Inner Fault" : "Has Inner Fault");
}
}
}
// Additional exceptions to catch: SecurityTokenValidationException, ExpiredSecurityTokenException,
// SecurityAccessDeniedException, MessageSecurityException, and SecurityNegotiationException.
finally
{
Console.WriteLine("Press <Enter> to exit.");
Console.ReadLine();
}
}
/// <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 = ServerConnection.GetOrganizationProxy(serverConfig))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
//<snippetDumpEntityPrivileges1>
RetrieveAllEntitiesRequest request = new RetrieveAllEntitiesRequest()
{
EntityFilters = EntityFilters.Privileges,
// When RetrieveAsIfPublished property is set to false, retrieves only the currently published changes. Defaulted setting is to false.
// When RetrieveAsIfPublished property is set to true, retrieves the changes that are published and those changes that have not been published.
RetrieveAsIfPublished = false
};
// Retrieve the MetaData.
RetrieveAllEntitiesResponse response = (RetrieveAllEntitiesResponse)_serviceProxy.Execute(request);
// Create an instance of StreamWriter to write text to a file.
// The using statement also closes the StreamWriter.
// To view this file, right click the file and choose open with Excel.
// Excel will figure out the schema and display the information in columns.
String filename = String.Concat("EntityPrivileges.xml");
using (StreamWriter sw = new StreamWriter(filename))
{
// Create Xml Writer.
XmlTextWriter metadataWriter = new XmlTextWriter(sw);
// Start Xml File.
metadataWriter.WriteStartDocument();
// Metadata Xml Node.
metadataWriter.WriteStartElement("Metadata");
foreach (EntityMetadata currentEntity in response.EntityMetadata)
{
if (currentEntity.IsIntersect.Value == false)
{
// Start Entity Node
metadataWriter.WriteStartElement("Entity");
// Write the Entity's Information.
metadataWriter.WriteElementString("EntitySchemaName", currentEntity.SchemaName);
metadataWriter.WriteElementString("OTC", currentEntity.ObjectTypeCode.ToString());
metadataWriter.WriteStartElement("Privileges");
foreach (SecurityPrivilegeMetadata privilege in currentEntity.Privileges)
{
metadataWriter.WriteStartElement("Privilege");
metadataWriter.WriteElementString("PrivilegeName", privilege.Name.ToString());
metadataWriter.WriteElementString("Id", privilege.PrivilegeId.ToString());
metadataWriter.WriteElementString("Type", privilege.PrivilegeType.ToString());
metadataWriter.WriteElementString("CanBeBasic", privilege.CanBeBasic.ToString());
metadataWriter.WriteElementString("CanBeDeep", privilege.CanBeDeep.ToString());
metadataWriter.WriteElementString("CanBeGlobal", privilege.CanBeGlobal.ToString());
metadataWriter.WriteElementString("CanBeLocal", privilege.CanBeLocal.ToString());
metadataWriter.WriteEndElement();
}
metadataWriter.WriteEndElement();
// End Entity Node
metadataWriter.WriteEndElement();
}
}
// End Metadata Xml Node
metadataWriter.WriteEndElement();
metadataWriter.WriteEndDocument();
// Close xml writer.
metadataWriter.Close();
}
Console.WriteLine("Done.");
//</snippetDumpEntityPrivileges1>
//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;
}
}