public void When_execute_is_called_with_a_null_target_exception_is_thrown()
{
var context = new XrmFakedContext();
var executor = new AssociateRequestExecutor();
var req = new AssociateRequest() { Target = null, Relationship = new Relationship("fakeRelationship") };
context.AddRelationship("fakeRelationship", new XrmFakedRelationship());
Assert.Throws<Exception>(() => executor.Execute(req, context));
}
//public void AssignSecurityRole(Guid prmUserId, Guid prmSecurityRoleId, IOrganizationService prmCrmWebService)
public void AssignSecurityRole(SecurityRoleBase mySecurityRoleBase, IOrganizationService prmCrmWebService)
{
// Create new Associate Request object for creating a N:N link between User and Security
AssociateRequest wod_AssosiateRequest = new AssociateRequest();
// Create related entity reference object for associating relationship
// In our case we will pass (SystemUser) record reference
wod_AssosiateRequest.RelatedEntities = new EntityReferenceCollection();
wod_AssosiateRequest.RelatedEntities.Add(new EntityReference("systemuser", this.guidUserId));
// Create new Relationship object for System User & Security Role entity schema and assigning it
// to request relationship property
wod_AssosiateRequest.Relationship = new Relationship("systemuserroles_association");
// Create target entity reference object for associating relationship
mySecurityRoleBase.getSecurityRoleGuidBySecurityRoleName(prmCrmWebService);
wod_AssosiateRequest.Target = new EntityReference("role", mySecurityRoleBase.guidSecurityRoleId);
// Passing AssosiateRequest object to Crm Service Execute method for assigning Security Role to User
prmCrmWebService.Execute(wod_AssosiateRequest);
}
private static Guid CreateSystemUser(String userName, String firstName,
String lastName, String domain, String roleStr,
OrganizationServiceProxy serviceProxy, ref String ldapPath)
{
CreateADAccount(userName, firstName, lastName, serviceProxy, ref ldapPath);
// Retrieve the default business unit needed to create the user.
QueryExpression businessUnitQuery = new QueryExpression
{
EntityName = BusinessUnit.EntityLogicalName,
ColumnSet = new ColumnSet("businessunitid"),
Criteria =
{
Conditions =
{
new ConditionExpression("parentbusinessunitid",
ConditionOperator.Null)
}
}
};
BusinessUnit defaultBusinessUnit = serviceProxy.RetrieveMultiple(
businessUnitQuery).Entities[0].ToEntity<BusinessUnit>();
//Create a new system user.
SystemUser user = new SystemUser
{
DomainName = domain + userName,
FirstName = firstName,
LastName = lastName,
BusinessUnitId = new EntityReference
{
LogicalName = BusinessUnit.EntityLogicalName,
Name = BusinessUnit.EntityLogicalName,
Id = defaultBusinessUnit.Id
}
};
Guid userId = serviceProxy.Create(user);
if (!String.IsNullOrWhiteSpace(roleStr))
{
// Retrieve the specified security role.
Role role = RetrieveRoleByName(serviceProxy, roleStr);
// Assign the security role to the newly created Microsoft Dynamics CRM user.
AssociateRequest associate = new AssociateRequest()
{
Target = new EntityReference(SystemUser.EntityLogicalName, userId),
RelatedEntities = new EntityReferenceCollection()
{
new EntityReference(Role.EntityLogicalName, role.Id),
},
Relationship = new Relationship("systemuserroles_association")
};
serviceProxy.Execute(associate);
}
return userId;
}
/// <summary>
/// This method creates any entity records that this sample requires.
/// Create a new connectionrole instance.
/// Create related Connection Role Object Type Code records
/// for the account and the contact entities.
/// </summary>
public static void CreateRequiredRecords(CrmServiceClient service)
{
// Create a Connection Role for account and contact
var newConnectionRole = new ConnectionRole
{
Name = "Example Connection Role",
Category = new OptionSetValue((int)connectionrole_category.Business)
};
_connectionRoleId = service.Create(newConnectionRole);
Console.WriteLine("Created {0}.", newConnectionRole.Name);
// Create a related Connection Role Object Type Code record for Account
var newAccountConnectionRoleTypeCode
= new ConnectionRoleObjectTypeCode
{
ConnectionRoleId = new EntityReference(
ConnectionRole.EntityLogicalName, _connectionRoleId),
AssociatedObjectTypeCode = Account.EntityLogicalName
};
service.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
var newContactConnectionRoleTypeCode
= new ConnectionRoleObjectTypeCode
{
ConnectionRoleId = new EntityReference(
ConnectionRole.EntityLogicalName, _connectionRoleId),
AssociatedObjectTypeCode = Contact.EntityLogicalName
};
service.Create(newContactConnectionRoleTypeCode);
Console.WriteLine(
"Created a related Connection Role Object Type Code record for Contact."
);
// Associate the connection role with itself.
var associateConnectionRoles = new AssociateRequest
{
Target = new EntityReference(ConnectionRole.EntityLogicalName,
_connectionRoleId),
RelatedEntities = new EntityReferenceCollection()
{
new EntityReference(ConnectionRole.EntityLogicalName,
_connectionRoleId)
},
// 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"
}
};
service.Execute(associateConnectionRoles);
Console.WriteLine("Associated the connection role with itself.");
// Create an Account
var setupAccount = new Account {
Name = "Example Account"
};
_accountId = service.Create(setupAccount);
Console.WriteLine("Created {0}.", setupAccount.Name);
// Create a Contact
var setupContact = new Contact {
LastName = "Example Contact"
};
_contactId = service.Create(setupContact);
Console.WriteLine("Created {0}.", setupContact.LastName);
return;
}
internal override OrganizationResponse Execute(OrganizationRequest orgRequest, EntityReference userRef)
{
var request = MakeRequest <CreateRequest>(orgRequest);
var resp = new CreateResponse();
var settings = MockupExecutionContext.GetSettings(request);
var entity = request.Target;
if (entity.LogicalName == null)
{
throw new MockupException("Entity needs a logical name");
}
var entityMetadata = metadata.EntityMetadata.GetMetadata(entity.LogicalName);
var clonedEntity = entity.CloneEntity(entityMetadata, new ColumnSet(true));
var validAttributes = clonedEntity.Attributes.Where(x => x.Value != null);
clonedEntity.Attributes = new AttributeCollection();
clonedEntity.Attributes.AddRange(validAttributes);
if (userRef != null && userRef.Id != Guid.Empty && !security.HasPermission(clonedEntity, AccessRights.CreateAccess, userRef))
{
throw new FaultException($"Trying to create entity '{entity.LogicalName}'" +
$", but the calling user with id '{userRef.Id}' does not have create access for that entity");
}
if (Utility.HasCircularReference(metadata.EntityMetadata, clonedEntity))
{
throw new FaultException($"Trying to create entity '{clonedEntity.LogicalName}', but the attributes had a circular reference");
}
var transactioncurrencyId = "transactioncurrencyid";
var exchangerate = "exchangerate";
if (!clonedEntity.Attributes.ContainsKey(transactioncurrencyId) &&
Utility.IsSettableAttribute(transactioncurrencyId, entityMetadata) &&
entityMetadata.Attributes.Any(m => m is MoneyAttributeMetadata) &&
(settings.ServiceRole == MockupServiceSettings.Role.UI ||
(settings.ServiceRole == MockupServiceSettings.Role.SDK && clonedEntity.Attributes.Any(
attr => entityMetadata.Attributes.Where(a => a is MoneyAttributeMetadata).Any(m => m.LogicalName == attr.Key)))))
{
var user = db.GetEntityOrNull(userRef);
if (user.Attributes.ContainsKey(transactioncurrencyId))
{
clonedEntity.Attributes[transactioncurrencyId] = user[transactioncurrencyId];
}
else
{
clonedEntity.Attributes[transactioncurrencyId] = Utility.GetBaseCurrency(metadata);
}
}
if (!clonedEntity.Attributes.ContainsKey(exchangerate) &&
Utility.IsSettableAttribute(exchangerate, entityMetadata) &&
clonedEntity.Attributes.ContainsKey(transactioncurrencyId))
{
var currencyId = clonedEntity.GetAttributeValue <EntityReference>(transactioncurrencyId);
var currency = db.GetEntityOrNull(currencyId);
clonedEntity.Attributes[exchangerate] = currency["exchangerate"];
Utility.HandleCurrencies(metadata, db, clonedEntity);
}
var attributes = entityMetadata.Attributes;
if (!clonedEntity.Attributes.ContainsKey("statecode") &&
Utility.IsSettableAttribute("statecode", entityMetadata))
{
var stateMeta = attributes.First(a => a.LogicalName == "statecode") as StateAttributeMetadata;
clonedEntity["statecode"] = stateMeta.DefaultFormValue.HasValue ? new OptionSetValue(stateMeta.DefaultFormValue.Value) : new OptionSetValue(0);
}
if (!clonedEntity.Attributes.ContainsKey("statuscode") &&
Utility.IsSettableAttribute("statuscode", entityMetadata))
{
var statusMeta = attributes.FirstOrDefault(a => a.LogicalName == "statuscode") as StatusAttributeMetadata;
clonedEntity["statuscode"] = statusMeta.DefaultFormValue.HasValue ? new OptionSetValue(statusMeta.DefaultFormValue.Value) : new OptionSetValue(1);
}
if (Utility.IsSettableAttribute("createdon", entityMetadata))
{
clonedEntity["createdon"] = DateTime.Now.Add(core.TimeOffset);
}
if (Utility.IsSettableAttribute("createdby", entityMetadata))
{
clonedEntity["createdby"] = userRef;
}
if (Utility.IsSettableAttribute("modifiedon", entityMetadata) &&
Utility.IsSettableAttribute("modifiedby", entityMetadata))
{
clonedEntity["modifiedon"] = clonedEntity["createdon"];
clonedEntity["modifiedby"] = clonedEntity["createdby"];
}
var owner = userRef;
if (clonedEntity.Attributes.ContainsKey("ownerid"))
{
owner = clonedEntity.GetAttributeValue <EntityReference>("ownerid");
}
Utility.SetOwner(db, security, metadata, clonedEntity, owner);
if (!clonedEntity.Attributes.ContainsKey("businessunitid") &&
clonedEntity.LogicalName == LogicalNames.SystemUser || clonedEntity.LogicalName == LogicalNames.Team)
{
clonedEntity["businessunitid"] = metadata.RootBusinessUnit.ToEntityReference();
}
if (clonedEntity.LogicalName == LogicalNames.BusinessUnit && !clonedEntity.Attributes.ContainsKey("parentbusinessunitid"))
{
clonedEntity["parentbusinessunitid"] = metadata.RootBusinessUnit.ToEntityReference();
}
if (settings.ServiceRole == MockupServiceSettings.Role.UI)
{
foreach (var attr in entityMetadata.Attributes.Where(a => (a as BooleanAttributeMetadata)?.DefaultValue != null).ToList())
{
if (!clonedEntity.Attributes.Any(a => a.Key == attr.LogicalName))
{
clonedEntity[attr.LogicalName] = (attr as BooleanAttributeMetadata).DefaultValue;
}
}
foreach (var attr in entityMetadata.Attributes.Where(a =>
(a as PicklistAttributeMetadata)?.DefaultFormValue != null && (a as PicklistAttributeMetadata)?.DefaultFormValue.Value != -1).ToList())
{
if (!clonedEntity.Attributes.Any(a => a.Key == attr.LogicalName))
{
clonedEntity[attr.LogicalName] = new OptionSetValue((attr as PicklistAttributeMetadata).DefaultFormValue.Value);
}
}
}
if (clonedEntity.LogicalName == LogicalNames.Contact || clonedEntity.LogicalName == LogicalNames.Lead || clonedEntity.LogicalName == LogicalNames.SystemUser)
{
Utility.SetFullName(metadata, clonedEntity);
}
db.Add(clonedEntity);
if (clonedEntity.LogicalName == LogicalNames.BusinessUnit)
{
security.AddRolesForBusinessUnit(db, clonedEntity.ToEntityReference());
}
if (entity.RelatedEntities.Count > 0)
{
foreach (var relatedEntities in entity.RelatedEntities)
{
if (Utility.GetRelationshipMetadataDefaultNull(metadata.EntityMetadata, relatedEntities.Key.SchemaName, Guid.Empty, userRef) == null)
{
throw new FaultException($"Relationship with schemaname '{relatedEntities.Key.SchemaName}' does not exist in metadata");
}
foreach (var relatedEntity in relatedEntities.Value.Entities)
{
var req = new CreateRequest()
{
Target = relatedEntity
};
core.Execute(req, userRef);
}
var associateReq = new AssociateRequest {
Target = entity.ToEntityReference(),
Relationship = relatedEntities.Key,
RelatedEntities = new EntityReferenceCollection(relatedEntities.Value.Entities.Select(e => e.ToEntityReference()).ToList())
};
core.Execute(associateReq, userRef);
}
}
resp.Results.Add("id", clonedEntity.Id);
return(resp);
}
/// <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 = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,serverConfig.Credentials, serverConfig.DeviceCredentials))
{
// 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;
}
}
public static void Should_Only_Find_Correct_Faked_N_To_N_Records()
{
var fakedContext = new XrmFakedContext();
var fakedService = fakedContext.GetFakedOrganizationService();
var userId = new Guid("11111111-7982-4276-A8FE-7CE05FABEAB4");
var businessId = Guid.NewGuid();
var testUser = new SystemUser
{
Id = userId
};
var testRole = new Role
{
Id = new Guid("22222222-7982-4276-A8FE-7CE05FABEAB4"),
Name = "Test Role",
BusinessUnitId = new EntityReference(BusinessUnit.EntityLogicalName, businessId)
};
var testUser2 = new SystemUser
{
Id = Guid.NewGuid()
};
var testRole2 = new Role
{
Id = Guid.NewGuid(),
Name = "Test Role",
BusinessUnitId = new EntityReference(BusinessUnit.EntityLogicalName, businessId)
};
fakedContext.Initialize(new Entity[] { testUser, testRole, testUser2, testRole2 });
fakedContext.AddRelationship("systemuserroles_association", new XrmFakedRelationship
{
IntersectEntity = "systemuserroles",
Entity1LogicalName = SystemUser.EntityLogicalName,
Entity1Attribute = "systemuserid",
Entity2LogicalName = Role.EntityLogicalName,
Entity2Attribute = "roleid"
});
var request = new AssociateRequest()
{
Target = testUser.ToEntityReference(),
RelatedEntities = new EntityReferenceCollection()
{
new EntityReference(Role.EntityLogicalName, testRole.Id),
},
Relationship = new Relationship("systemuserroles_association")
};
fakedService.Execute(request);
var request2 = new AssociateRequest()
{
Target = testUser2.ToEntityReference(),
RelatedEntities = new EntityReferenceCollection()
{
new EntityReference(Role.EntityLogicalName, testRole2.Id),
},
Relationship = new Relationship("systemuserroles_association")
};
fakedService.Execute(request2);
var query = new QueryExpression()
{
EntityName = "role",
ColumnSet = new ColumnSet("name"),
LinkEntities =
{
new LinkEntity {
LinkFromEntityName = Role.EntityLogicalName,
LinkFromAttributeName = "roleid",
LinkToEntityName = SystemUserRoles.EntityLogicalName,
LinkToAttributeName = "roleid",
LinkCriteria = new FilterExpression {
FilterOperator = LogicalOperator.And,
Conditions =
{
new ConditionExpression {
AttributeName = "systemuserid",
Operator = ConditionOperator.Equal,
Values = { userId}
}
}
}
}
}
};
var result = fakedService.RetrieveMultiple(query);
Assert.NotEmpty(result.Entities);
Assert.Equal(1, result.Entities.Count);
}
/// <summary>
/// This method first connects to the Organization service. Afterwards, an
/// authorization profile is created, and associated to a team. Then an entity
/// is created and permissions for the entity are assigned to the profile. These
/// permissions are then retrieved.
/// </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
{
//<snippetRetrieveSecuredFieldsForAUser1>
// Connect to the Organization service.
// The using statement assures that the service proxy will be properly disposed.
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,serverConfig.Credentials, serverConfig.DeviceCredentials))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
CreateRequiredRecords();
// Create Field Security Profile.
FieldSecurityProfile managersProfile = new FieldSecurityProfile();
managersProfile.Name = "Managers";
_profileId = _serviceProxy.Create(managersProfile);
Console.Write("Created Profile, ");
// Add team to profile.
AssociateRequest teamToProfile = new AssociateRequest()
{
Target = new EntityReference(FieldSecurityProfile.EntityLogicalName,
_profileId),
RelatedEntities = new EntityReferenceCollection()
{
new EntityReference(Team.EntityLogicalName, _teamId)
},
Relationship = new Relationship("teamprofiles_association")
};
_serviceProxy.Execute(teamToProfile);
// Add user to the profile.
AssociateRequest userToProfile = new AssociateRequest()
{
Target = new EntityReference(FieldSecurityProfile.EntityLogicalName,
_profileId),
RelatedEntities = new EntityReferenceCollection()
{
new EntityReference(SystemUser.EntityLogicalName, _userId)
},
Relationship = new Relationship("systemuserprofiles_association")
};
_serviceProxy.Execute(userToProfile);
// Create custom activity entity.
CreateEntityRequest req = new CreateEntityRequest()
{
Entity = new EntityMetadata
{
LogicalName = "new_tweet",
DisplayName = new Label("Tweet", 1033),
DisplayCollectionName = new Label("Tweet", 1033),
OwnershipType = OwnershipTypes.UserOwned,
SchemaName = "New_Tweet",
IsActivity = true,
IsAvailableOffline = true,
IsAuditEnabled = new BooleanManagedProperty(true),
IsMailMergeEnabled = new BooleanManagedProperty(false),
},
HasActivities = false,
HasNotes = true,
PrimaryAttribute = new StringAttributeMetadata()
{
SchemaName = "Subject",
LogicalName = "subject",
RequiredLevel = new AttributeRequiredLevelManagedProperty(
AttributeRequiredLevel.None),
MaxLength = 100,
DisplayName = new Label("Subject", 1033)
}
};
_serviceProxy.Execute(req);
Console.Write("Entity Created, ");
// Add privileges for the Tweet entity to the Marketing Role.
RolePrivilege[] privileges = new RolePrivilege[3];
// SDK: prvCreateActivity
privileges[0] = new RolePrivilege();
privileges[0].PrivilegeId = new Guid("{091DF793-FE5E-44D4-B4CA-7E3F580C4664}");
privileges[0].Depth = PrivilegeDepth.Global;
// SDK: prvReadActivity
privileges[1] = new RolePrivilege();
privileges[1].PrivilegeId = new Guid("{650C14FE-3521-45FE-A000-84138688E45D}");
privileges[1].Depth = PrivilegeDepth.Global;
// SDK: prvWriteActivity
privileges[2] = new RolePrivilege();
privileges[2].PrivilegeId = new Guid("{0DC8F72C-57D5-4B4D-8892-FE6AAC0E4B81}");
privileges[2].Depth = PrivilegeDepth.Global;
// Create and execute the request.
AddPrivilegesRoleRequest request = new AddPrivilegesRoleRequest()
{
RoleId = _roleId,
Privileges = privileges
};
AddPrivilegesRoleResponse response =
(AddPrivilegesRoleResponse)_serviceProxy.Execute(request);
// Create custom identity attribute.
CreateAttributeRequest attrReq = new CreateAttributeRequest()
{
Attribute = new StringAttributeMetadata()
{
LogicalName = "new_identity",
DisplayName = new Label("Identity", 1033),
SchemaName = "New_Identity",
MaxLength = 500,
RequiredLevel = new AttributeRequiredLevelManagedProperty(
AttributeRequiredLevel.Recommended),
IsSecured = true
},
EntityName = "new_tweet"
};
CreateAttributeResponse identityAttributeResponse =
(CreateAttributeResponse)_serviceProxy.Execute(attrReq);
_identityId = identityAttributeResponse.AttributeId;
Console.Write("Identity Created, ");
// Create custom message attribute.
attrReq = new CreateAttributeRequest()
{
Attribute = new StringAttributeMetadata()
{
LogicalName = "new_message",
DisplayName = new Label("Message", 1033),
SchemaName = "New_Message",
MaxLength = 140,
RequiredLevel = new AttributeRequiredLevelManagedProperty(
AttributeRequiredLevel.Recommended),
IsSecured = true
},
EntityName = "new_tweet"
};
CreateAttributeResponse messageAttributeResponse =
(CreateAttributeResponse)_serviceProxy.Execute(attrReq);
_messageId = messageAttributeResponse.AttributeId;
Console.Write("Message Created, ");
// Create field permission object for Identity.
FieldPermission identityPermission = new FieldPermission();
identityPermission.AttributeLogicalName = "new_identity";
identityPermission.EntityName = "new_tweet";
identityPermission.CanRead = new OptionSetValue(FieldPermissionType.Allowed);
identityPermission.FieldSecurityProfileId = new EntityReference(
FieldSecurityProfile.EntityLogicalName, _profileId);
_identityPermissionId = _serviceProxy.Create(identityPermission);
Console.Write("Permission Created, ");
// Create list for storing retrieved profiles.
List<Guid> profileIds = new List<Guid>();
// Build query to obtain the field security profiles.
QueryExpression qe = new QueryExpression()
{
EntityName = FieldSecurityProfile.EntityLogicalName,
ColumnSet = new ColumnSet("fieldsecurityprofileid"),
LinkEntities =
{
new LinkEntity
{
LinkFromEntityName = FieldSecurityProfile.EntityLogicalName,
LinkToEntityName = SystemUser.EntityLogicalName,
LinkCriteria =
{
Conditions =
{
new ConditionExpression("systemuserid", ConditionOperator.Equal, _userId)
}
}
}
}
};
// Execute the query and obtain the results.
RetrieveMultipleRequest rmRequest = new RetrieveMultipleRequest()
{
Query = qe
};
EntityCollection bec = ((RetrieveMultipleResponse)_serviceProxy.Execute(
rmRequest)).EntityCollection;
// Extract profiles from query result.
foreach (FieldSecurityProfile profileEnt in bec.Entities)
{
profileIds.Add(profileEnt.FieldSecurityProfileId.Value);
}
Console.Write("Profiles Retrieved, ");
// Retrieve attribute permissions of a FieldSecurityProfile.
DataCollection<Entity> dc;
// Retrieve the attributes.
QueryByAttribute qba = new QueryByAttribute(FieldPermission.EntityLogicalName);
qba.AddAttributeValue("fieldsecurityprofileid", _profileId);
qba.ColumnSet = new ColumnSet("attributelogicalname");
dc = _serviceProxy.RetrieveMultiple(qba).Entities;
Console.Write("Attributes Retrieved. ");
DeleteRequiredRecords(promptforDelete);
}
//</snippetRetrieveSecuredFieldsForAUser1>
}
// 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 creates any entity records that this sample requires.
/// Create a primary connection role instance.
/// Create a reciprocal connection role instance.
/// Associate the connection roles.
/// </summary>
public void CreateRequiredRecords()
{
// 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 the Connection Roles.
// Create the primary connection Role instance.
ConnectionRole setupPrimaryConnectionRole = new ConnectionRole
{
Name = "Example Primary Connection Role",
Category = new OptionSetValue(Categories.Business),
};
_primaryConnectionRoleId = _serviceProxy.Create(setupPrimaryConnectionRole);
Console.WriteLine("Created {0}.", setupPrimaryConnectionRole.Name);
// Create a related Connection Role Object Type Code record for Account
// on the primary role.
ConnectionRoleObjectTypeCode accountPrimaryConnectionRoleTypeCode
= new ConnectionRoleObjectTypeCode
{
ConnectionRoleId = new EntityReference(
ConnectionRole.EntityLogicalName, _primaryConnectionRoleId),
AssociatedObjectTypeCode = Account.EntityLogicalName
};
_serviceProxy.Create(accountPrimaryConnectionRoleTypeCode);
Console.WriteLine(@"Created a related Connection Role Object Type Code
record for Account on the primary role.");
// Create another Connection Role.
ConnectionRole setupReciprocalConnectionRole = new ConnectionRole
{
Name = "Example Reciprocal Connection Role",
Category = new OptionSetValue(Categories.Business),
};
_reciprocalConnectionRoleId = _serviceProxy.Create(setupReciprocalConnectionRole);
Console.WriteLine("Created {0}.", setupReciprocalConnectionRole.Name);
// Create a related Connection Role Object Type Code record for Account
// on the related role.
ConnectionRoleObjectTypeCode accountReciprocalConnectionRoleTypeCode
= new ConnectionRoleObjectTypeCode
{
ConnectionRoleId = new EntityReference(
ConnectionRole.EntityLogicalName, _reciprocalConnectionRoleId),
AssociatedObjectTypeCode = Account.EntityLogicalName
};
_serviceProxy.Create(accountReciprocalConnectionRoleTypeCode);
Console.WriteLine(@"Created a related Connection Role Object Type Code
record for Account on the related role.");
// Associate the connection roles.
AssociateRequest associateConnectionRoles =
new AssociateRequest
{
Target = new EntityReference(ConnectionRole.EntityLogicalName,
_primaryConnectionRoleId),
RelatedEntities = new EntityReferenceCollection()
{
new EntityReference(ConnectionRole.EntityLogicalName,
_reciprocalConnectionRoleId)
},
// 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);
return;
}
public void ValidMessageTest()
{
this.request = new AssociateUnencryptedRequest(Protocol.V20.Version, this.secureRecipient);
this.request.AssociationType = this.protocol.Args.SignatureAlgorithm.HMAC_SHA1;
this.request.EnsureValidMessage();
}
internal static void Associate(OrganizationServiceContext serviceContext, EntityReference related)
{
var targetEntityLogicalName = HttpContext.Current.Request["refentity"];
var targetEntityId = HttpContext.Current.Request["refid"];
var relationshipName = HttpContext.Current.Request["refrel"];
var relationshipRole = HttpContext.Current.Request["refrelrole"];
Guid targetId;
if (string.IsNullOrWhiteSpace(targetEntityLogicalName) || string.IsNullOrWhiteSpace(targetEntityId) ||
string.IsNullOrWhiteSpace(relationshipName) || related == null)
{
ADXTrace.Instance.TraceInfo(TraceCategory.Application, "Request did not contain parameters 'refentity', 'refid', 'refrel'");
return;
}
if (!Guid.TryParse(targetEntityId, out targetId))
{
ADXTrace.Instance.TraceError(TraceCategory.Application, "Request did not contain a valid guid 'refid'");
return;
}
try
{
var relationship = new Relationship(relationshipName);
if (!string.IsNullOrWhiteSpace(relationshipRole))
{
switch (relationshipRole)
{
case "Referenced":
relationship.PrimaryEntityRole = EntityRole.Referenced;
break;
case "Referencing":
relationship.PrimaryEntityRole = EntityRole.Referencing;
return;
break;
default:
ADXTrace.Instance.TraceError(TraceCategory.Application, "Relationship Primary Entity Role provided by parameter named 'refrelrole' is not valid.");
break;
}
}
var associateRequest = new AssociateRequest
{
Target = new EntityReference(targetEntityLogicalName, targetId),
Relationship = relationship,
RelatedEntities = new EntityReferenceCollection {
related
}
};
serviceContext.Execute(associateRequest);
}
catch (Exception ex)
{
ADXTrace.Instance.TraceError(TraceCategory.Application, ex.ToString());
}
}
public void Import()
{
using (var reader = new StreamReader(filePath, Encoding.Default))
{
string line;
int lineNumber = 0;
while ((line = reader.ReadLine()) != null)
{
lineNumber++;
try
{
var data = line.Split(',');
Guid firstGuid = Guid.Empty;
Guid secondGuid = Guid.Empty;
if (settings.FirstAttributeIsGuid)
{
firstGuid = new Guid(data[0]);
}
else
{
var records = service.RetrieveMultiple(new QueryExpression(settings.FirstEntity)
{
Criteria =
{
Conditions =
{
new ConditionExpression(settings.FirstAttributeName, ConditionOperator.Equal,
data[0])
}
}
});
if (records.Entities.Count == 1)
{
firstGuid = records.Entities.First().Id;
}
else if (records.Entities.Count > 1)
{
RaiseError(this,
new ResultEventArgs
{
LineNumber = lineNumber,
Message = string.Format("More than one record ({0}) were found with the value specified", settings.FirstEntity)
});
continue;
}
else
{
RaiseError(this,
new ResultEventArgs
{
LineNumber = lineNumber,
Message = string.Format("No record ({0}) was found with the value specified", settings.FirstEntity)
});
continue;
}
}
if (settings.SecondAttributeIsGuid)
{
secondGuid = new Guid(data[1]);
}
else
{
var records = service.RetrieveMultiple(new QueryExpression(settings.SecondEntity)
{
Criteria =
{
Conditions =
{
new ConditionExpression(settings.SecondAttributeName, ConditionOperator.Equal,
data[1])
}
}
});
if (records.Entities.Count == 1)
{
secondGuid = records.Entities.First().Id;
}
else if (records.Entities.Count > 1)
{
RaiseError(this,
new ResultEventArgs
{
LineNumber = lineNumber,
Message = string.Format("More than one record ({0}) were found with the value specified", settings.SecondEntity)
});
continue;
}
else
{
RaiseError(this,
new ResultEventArgs
{
LineNumber = lineNumber,
Message = string.Format("No record ({0}) was found with the value specified", settings.SecondEntity)
});
continue;
}
}
var request = new AssociateRequest
{
Target = new EntityReference(settings.FirstEntity, firstGuid),
Relationship = new Relationship(settings.Relationship),
RelatedEntities = new EntityReferenceCollection
{
new EntityReference(settings.SecondEntity, secondGuid)
}
};
if (request.Target.LogicalName == request.RelatedEntities.First().LogicalName)
{
request.Relationship.PrimaryEntityRole = EntityRole.Referenced;
}
service.Execute(request);
OnRaiseSuccess(new ResultEventArgs { LineNumber = lineNumber });
}
catch (FaultException<OrganizationServiceFault> error)
{
if (error.Detail.ErrorCode.ToString("X") == "80040237")
{
OnRaiseError(new ResultEventArgs { LineNumber = lineNumber, Message = "Relationship was not created because it already exists" });
}
else
{
OnRaiseError(new ResultEventArgs { LineNumber = lineNumber, Message = error.Message });
}
}
}
}
}
[STAThread] // Added to support UX
static void Main(string[] args)
{
CrmServiceClient service = null;
try
{
service = SampleHelpers.Connect("Connect");
if (service.IsReady)
{
#region Sample Code
#region Set up
SetUpSample(service);
#endregion Set up
#region Demonstrate
// Create the Connection Role 1
ConnectionRole newConnectionRole1 = new ConnectionRole
{
Name = "Example Connection Role 1",
Category = new OptionSetValue((int)connectionrole_category.Business),
};
_connectionRole1Id = service.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
};
service.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
};
service.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 = service.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
};
service.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
};
service.Create(newContactConnectionRole2TypeCode);
Console.WriteLine(
"Created a related Connection Role 2 Object Type Code record for Contact."
);
// 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"
}
};
service.Execute(associateConnectionRoles);
Console.WriteLine("Associated the connection roles.");
#region Clean up
CleanUpSample(service);
#endregion Clean up
}
#endregion Demonstrate
#endregion Sample Code
else
{
const string UNABLE_TO_LOGIN_ERROR = "Unable to Login to Dynamics CRM";
if (service.LastCrmError.Equals(UNABLE_TO_LOGIN_ERROR))
{
Console.WriteLine("Check the connection string values in cds/App.config.");
throw new Exception(service.LastCrmError);
}
else
{
throw service.LastCrmException;
}
}
}
catch (Exception ex)
{
SampleHelpers.HandleException(ex);
}
finally
{
if (service != null)
{
service.Dispose();
}
Console.WriteLine("Press <Enter> to exit.");
Console.ReadLine();
}
}
protected internal void CreateEntity(Entity e)
{
if (e == null)
{
throw new InvalidOperationException("The entity must not be null");
}
if (e.Id == Guid.Empty)
{
e.Id = Guid.NewGuid(); //Add default guid if none present
ValidateEntity(e);
//Hack for Dynamic Entities where the Id property doesn't populate the "entitynameid" primary key
if (!e.GetType().IsSubclassOf(typeof(Entity)))
{
var primaryKeyAttribute = string.Format("{0}id", e.LogicalName);
e[primaryKeyAttribute] = e.Id;
}
}
else
{
ValidateEntity(e);
}
//Create specific validations
if (e.Id != Guid.Empty && Data.ContainsKey(e.LogicalName) &&
Data[e.LogicalName].ContainsKey(e.Id))
{
throw new InvalidOperationException(string.Format("There is already a record of entity {0} with id {1}, can't create with this Id.", e.LogicalName, e.Id));
}
AddEntityWithDefaults(e);
if (e.RelatedEntities.Count > 0)
{
foreach (var relationshipSet in e.RelatedEntities)
{
Relationship relationship = relationshipSet.Key;
foreach (var relatedEntity in relationshipSet.Value.Entities)
{
CreateEntity(relatedEntity);
}
if (FakeMessageExecutors.ContainsKey(typeof(AssociateRequest)))
{
var entityReferenceCollection = new EntityReferenceCollection(relationshipSet.Value.Entities.Select(en => en.ToEntityReference()).ToList());
var request = new AssociateRequest()
{
Target = new EntityReference() { Id = e.Id, LogicalName = e.LogicalName },
Relationship = relationship,
RelatedEntities = entityReferenceCollection
};
FakeMessageExecutors[typeof(AssociateRequest)].Execute(request, this);
}
else
throw PullRequestException.NotImplementedOrganizationRequest(typeof(AssociateRequest));
}
}
}
/// <summary>
/// This method creates any entity records that this sample requires.
/// Create a new connectionrole instance.
/// Create related Connection Role Object Type Code records
/// for the account and the contact entities.
/// </summary>
public void CreateRequiredRecords()
{
// Create a Connection Role for account and contact
ConnectionRole newConnectionRole = new ConnectionRole
{
Name = "Example Connection Role",
Category = new OptionSetValue((int)connectionrole_category.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."
);
// Associate the connection role with itself.
AssociateRequest associateConnectionRoles = new AssociateRequest
{
Target = new EntityReference(ConnectionRole.EntityLogicalName,
_connectionRoleId),
RelatedEntities = new EntityReferenceCollection()
{
new EntityReference(ConnectionRole.EntityLogicalName,
_connectionRoleId)
},
// 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 role with itself.");
// Create an Account
Account setupAccount = new Account { Name = "Example Account" };
_accountId = _serviceProxy.Create(setupAccount);
Console.WriteLine("Created {0}.", setupAccount.Name);
// Create a Contact
Contact setupContact = new Contact { LastName = "Example Contact" };
_contactId = _serviceProxy.Create(setupContact);
Console.WriteLine("Created {0}.", setupContact.LastName);
return;
}
protected override string GetRequestDescription(OrganizationRequest request)
{
AssociateRequest associateRequest = (AssociateRequest)request;
return(string.Format(Properties.Resources.Dynamics365AssociateOperationRequestDescription, Entity.DisplayName, associateRequest.Target.Id, AssociatedEntity.DisplayName, associateRequest.RelatedEntities[0].Id));
}
/// <summary>
/// This method first connects to the Organization service. Afterwards, an
/// authorization profile is created, and associated to a team. Then an entity
/// is created and permissions for the entity are assigned to the profile. These
/// permissions are then retrieved.
/// </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
{
//<snippetRetrieveSecuredFieldsForAUser1>
// 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 Field Security Profile.
FieldSecurityProfile managersProfile = new FieldSecurityProfile();
managersProfile.Name = "Managers";
_profileId = _serviceProxy.Create(managersProfile);
Console.Write("Created Profile, ");
// Add team to profile.
AssociateRequest teamToProfile = new AssociateRequest()
{
Target = new EntityReference(FieldSecurityProfile.EntityLogicalName,
_profileId),
RelatedEntities = new EntityReferenceCollection()
{
new EntityReference(Team.EntityLogicalName, _teamId)
},
Relationship = new Relationship("teamprofiles_association")
};
_serviceProxy.Execute(teamToProfile);
// Add user to the profile.
AssociateRequest userToProfile = new AssociateRequest()
{
Target = new EntityReference(FieldSecurityProfile.EntityLogicalName,
_profileId),
RelatedEntities = new EntityReferenceCollection()
{
new EntityReference(SystemUser.EntityLogicalName, _userId)
},
Relationship = new Relationship("systemuserprofiles_association")
};
_serviceProxy.Execute(userToProfile);
// Create custom activity entity.
CreateEntityRequest req = new CreateEntityRequest()
{
Entity = new EntityMetadata
{
LogicalName = "new_tweet",
DisplayName = new Label("Tweet", 1033),
DisplayCollectionName = new Label("Tweet", 1033),
OwnershipType = OwnershipTypes.UserOwned,
SchemaName = "New_Tweet",
IsActivity = true,
IsAvailableOffline = true,
IsAuditEnabled = new BooleanManagedProperty(true),
IsMailMergeEnabled = new BooleanManagedProperty(false),
},
HasActivities = false,
HasNotes = true,
PrimaryAttribute = new StringAttributeMetadata()
{
SchemaName = "Subject",
LogicalName = "subject",
RequiredLevel = new AttributeRequiredLevelManagedProperty(
AttributeRequiredLevel.None),
MaxLength = 100,
DisplayName = new Label("Subject", 1033)
}
};
_serviceProxy.Execute(req);
Console.Write("Entity Created, ");
// Add privileges for the Tweet entity to the Marketing Role.
RolePrivilege[] privileges = new RolePrivilege[3];
// SDK: prvCreateActivity
privileges[0] = new RolePrivilege();
privileges[0].PrivilegeId = new Guid("{091DF793-FE5E-44D4-B4CA-7E3F580C4664}");
privileges[0].Depth = PrivilegeDepth.Global;
// SDK: prvReadActivity
privileges[1] = new RolePrivilege();
privileges[1].PrivilegeId = new Guid("{650C14FE-3521-45FE-A000-84138688E45D}");
privileges[1].Depth = PrivilegeDepth.Global;
// SDK: prvWriteActivity
privileges[2] = new RolePrivilege();
privileges[2].PrivilegeId = new Guid("{0DC8F72C-57D5-4B4D-8892-FE6AAC0E4B81}");
privileges[2].Depth = PrivilegeDepth.Global;
// Create and execute the request.
AddPrivilegesRoleRequest request = new AddPrivilegesRoleRequest()
{
RoleId = _roleId,
Privileges = privileges
};
AddPrivilegesRoleResponse response =
(AddPrivilegesRoleResponse)_serviceProxy.Execute(request);
// Create custom identity attribute.
CreateAttributeRequest attrReq = new CreateAttributeRequest()
{
Attribute = new StringAttributeMetadata()
{
LogicalName = "new_identity",
DisplayName = new Label("Identity", 1033),
SchemaName = "New_Identity",
MaxLength = 500,
RequiredLevel = new AttributeRequiredLevelManagedProperty(
AttributeRequiredLevel.Recommended),
IsSecured = true
},
EntityName = "new_tweet"
};
CreateAttributeResponse identityAttributeResponse =
(CreateAttributeResponse)_serviceProxy.Execute(attrReq);
_identityId = identityAttributeResponse.AttributeId;
Console.Write("Identity Created, ");
// Create custom message attribute.
attrReq = new CreateAttributeRequest()
{
Attribute = new StringAttributeMetadata()
{
LogicalName = "new_message",
DisplayName = new Label("Message", 1033),
SchemaName = "New_Message",
MaxLength = 140,
RequiredLevel = new AttributeRequiredLevelManagedProperty(
AttributeRequiredLevel.Recommended),
IsSecured = true
},
EntityName = "new_tweet"
};
CreateAttributeResponse messageAttributeResponse =
(CreateAttributeResponse)_serviceProxy.Execute(attrReq);
_messageId = messageAttributeResponse.AttributeId;
Console.Write("Message Created, ");
// Create field permission object for Identity.
FieldPermission identityPermission = new FieldPermission();
identityPermission.AttributeLogicalName = "new_identity";
identityPermission.EntityName = "new_tweet";
identityPermission.CanRead = new OptionSetValue(FieldPermissionType.Allowed);
identityPermission.FieldSecurityProfileId = new EntityReference(
FieldSecurityProfile.EntityLogicalName, _profileId);
_identityPermissionId = _serviceProxy.Create(identityPermission);
Console.Write("Permission Created, ");
// Create list for storing retrieved profiles.
List <Guid> profileIds = new List <Guid>();
// Build query to obtain the field security profiles.
QueryExpression qe = new QueryExpression()
{
EntityName = FieldSecurityProfile.EntityLogicalName,
ColumnSet = new ColumnSet("fieldsecurityprofileid"),
LinkEntities =
{
new LinkEntity
{
LinkFromEntityName = FieldSecurityProfile.EntityLogicalName,
LinkToEntityName = SystemUser.EntityLogicalName,
LinkCriteria =
{
Conditions =
{
new ConditionExpression("systemuserid", ConditionOperator.Equal, _userId)
}
}
}
}
};
// Execute the query and obtain the results.
RetrieveMultipleRequest rmRequest = new RetrieveMultipleRequest()
{
Query = qe
};
EntityCollection bec = ((RetrieveMultipleResponse)_serviceProxy.Execute(
rmRequest)).EntityCollection;
// Extract profiles from query result.
foreach (FieldSecurityProfile profileEnt in bec.Entities)
{
profileIds.Add(profileEnt.FieldSecurityProfileId.Value);
}
Console.Write("Profiles Retrieved, ");
// Retrieve attribute permissions of a FieldSecurityProfile.
DataCollection <Entity> dc;
// Retrieve the attributes.
QueryByAttribute qba = new QueryByAttribute(FieldPermission.EntityLogicalName);
qba.AddAttributeValue("fieldsecurityprofileid", _profileId);
qba.ColumnSet = new ColumnSet("attributelogicalname");
dc = _serviceProxy.RetrieveMultiple(qba).Entities;
Console.Write("Attributes Retrieved. ");
DeleteRequiredRecords(promptforDelete);
}
//</snippetRetrieveSecuredFieldsForAUser1>
}
// 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 FieldSecurityProfile object is created and tied to an existing team. Then a
/// custom entity and several attributes are created and FieldPermission is
/// assigned to the Identity attribute of the new entity.
/// </summary>
/// <param name="serverConfig">Contains server connection information.</param>
/// <param name="promptforDelete">When True, the user will be prompted to delete all
/// created entities.</param>
public void Run(ServerConnection.Configuration serverConfig, bool promptforDelete)
{
try
{
//<snippetEnableFieldSecurityForAnEntity1>
// Connect to the Organization service.
// The using statement assures that the service proxy will be properly disposed.
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,serverConfig.Credentials, serverConfig.DeviceCredentials))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
CreateRequiredRecords();
// Create Field Security Profile.
FieldSecurityProfile managersProfile = new FieldSecurityProfile();
managersProfile.Name = "Managers";
_profileId = _serviceProxy.Create(managersProfile);
Console.Write("Created Profile, ");
//<snippetEnableFieldSecurityForAnEntity2>
// Create the request object and set the monikers with the
// teamprofiles_association relationship.
AssociateRequest teamToProfile = new AssociateRequest
{
Target = new EntityReference(FieldSecurityProfile.EntityLogicalName, _profileId),
RelatedEntities = new EntityReferenceCollection
{
new EntityReference(Team.EntityLogicalName, _teamId)
},
Relationship = new Relationship("teamprofiles_association")
};
// Execute the request.
_serviceProxy.Execute(teamToProfile);
//</snippetEnableFieldSecurityForAnEntity2>
// Create custom activity entity.
CreateEntityRequest req = new CreateEntityRequest()
{
Entity = new EntityMetadata
{
LogicalName = "new_tweet",
DisplayName = new Label("Tweet", 1033),
DisplayCollectionName = new Label("Tweet", 1033),
OwnershipType = OwnershipTypes.UserOwned,
SchemaName = "New_Tweet",
IsActivity = true,
IsAvailableOffline = true,
IsAuditEnabled = new BooleanManagedProperty(true),
IsMailMergeEnabled = new BooleanManagedProperty(false)
},
HasActivities = false,
HasNotes = true,
PrimaryAttribute = new StringAttributeMetadata()
{
SchemaName = "Subject",
LogicalName = "subject",
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
MaxLength = 100,
DisplayName = new Label("Subject", 1033)
}
};
// Execute the request.
_serviceProxy.Execute(req);
Console.Write("Entity Created, ");
// Create custom attributes.
CreateAttributeRequest attrReq = new CreateAttributeRequest()
{
Attribute = new StringAttributeMetadata()
{
LogicalName = "new_identity",
DisplayName = new Label("Identity", 1033),
SchemaName = "New_Identity",
MaxLength = 500,
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.Recommended),
IsSecured = true
},
EntityName = "new_tweet"
};
// Execute the request.
CreateAttributeResponse identityAttributeResponse = (CreateAttributeResponse)_serviceProxy.Execute(attrReq);
_identityId = identityAttributeResponse.AttributeId;
Console.Write("Identity Created, ");
attrReq = new CreateAttributeRequest()
{
Attribute = new StringAttributeMetadata()
{
LogicalName = "new_message",
DisplayName = new Label("Message", 1033),
SchemaName = "New_Message",
MaxLength = 140,
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.Recommended),
IsSecured = true
},
EntityName = "new_tweet"
};
// Execute the request.
CreateAttributeResponse messageAttributeResponse = (CreateAttributeResponse)_serviceProxy.Execute(attrReq);
_messageId = messageAttributeResponse.AttributeId;
Console.Write("Message Created, ");
// Create the field permission for the Identity attribute.
FieldPermission identityPermission = new FieldPermission()
{
AttributeLogicalName = "new_identity",
EntityName = "new_tweet",
CanRead = new OptionSetValue(FieldPermissionType.Allowed),
FieldSecurityProfileId = new EntityReference(FieldSecurityProfile.EntityLogicalName, _profileId)
};
// Execute the request
_identityPermissionId = _serviceProxy.Create(identityPermission);
Console.Write("Permission Created. ");
DeleteRequiredRecords(promptforDelete);
}
//</snippetEnableFieldSecurityForAnEntity1>
}
// 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;
}
}
[STAThread] // Required to support the interactive login experience
static void Main(string[] args)
{
CrmServiceClient service = null;
try
{
service = SampleHelpers.Connect("Connect");
if (service.IsReady)
{
// Create any entity records that the demonstration code requires
SetUpSample(service);
#region Demonstrate
// // Create a Connection Role for account and contact
ConnectionRole newConnectionRole = new ConnectionRole
{
Name = "Example Connection Role",
Category = new OptionSetValue((int)connectionrole_category.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."
);
// Associate the connection role with itself.
AssociateRequest associateConnectionRoles = new AssociateRequest
{
Target = new EntityReference(ConnectionRole.EntityLogicalName,
_connectionRoleId),
RelatedEntities = new EntityReferenceCollection()
{
new EntityReference(ConnectionRole.EntityLogicalName,
_connectionRoleId)
},
// 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 role with itself.");
// Create an Account
Account setupAccount = new Account {
Name = "Example Account"
};
_accountId = _serviceProxy.Create(setupAccount);
Console.WriteLine("Created {0}.", setupAccount.Name);
// Create a Contact
Contact setupContact = new Contact {
LastName = "Example Contact"
};
_contactId = _serviceProxy.Create(setupContact);
Console.WriteLine("Created {0}.", setupContact.LastName);
return;
#endregion Demonstrate
}
else
{
const string UNABLE_TO_LOGIN_ERROR = "Unable to Login to Common Data Service";
if (service.LastCrmError.Equals(UNABLE_TO_LOGIN_ERROR))
{
Console.WriteLine("Check the connection string values in cds/App.config.");
throw new Exception(service.LastCrmError);
}
else
{
throw service.LastCrmException;
}
}
}
catch (Exception ex)
{
SampleHelpers.HandleException(ex);
}
finally
{
if (service != null)
{
service.Dispose();
}
Console.WriteLine("Press <Enter> to exit.");
Console.ReadLine();
}
}
public void Setup()
{
this.request = new AssociateUnencryptedRequest(this.protocol.Version, this.secureRecipient);
}
/// <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;
}
}
public void InvalidMessageTest()
{
this.request = new AssociateUnencryptedRequest(Protocol.V20.Version, this.insecureRecipient);
this.request.AssociationType = this.protocol.Args.SignatureAlgorithm.HMAC_SHA1;
this.request.EnsureValidMessage(); // no-encryption only allowed for secure channels.
}
internal override OrganizationResponse Execute(OrganizationRequest orgRequest, EntityReference userRef)
{
var request = MakeRequest <CreateRequest>(orgRequest);
var resp = new CreateResponse();
var settings = MockupExecutionContext.GetSettings(request);
var entity = request.Target;
if (entity.LogicalName == null)
{
throw new MockupException("Entity needs a logical name");
}
var entityMetadata = metadata.EntityMetadata.GetMetadata(entity.LogicalName);
var clonedEntity = entity.CloneEntity(entityMetadata, new ColumnSet(true));
var validAttributes = clonedEntity.Attributes.Where(x => x.Value != null);
clonedEntity.Attributes = new AttributeCollection();
clonedEntity.Attributes.AddRange(validAttributes);
if (userRef != null && userRef.Id != Guid.Empty)
{
if (!security.HasPermission(clonedEntity, AccessRights.CreateAccess, userRef))
{
throw new FaultException($"Trying to create entity '{entity.LogicalName}'" +
$", but the calling user with id '{userRef.Id}' does not have Create access for that entity (SecLib::AccessCheckEx2 failed)");
}
if (core.GetMockupSettings().AppendAndAppendToPrivilegeCheck.GetValueOrDefault(true))
{
var references = clonedEntity.Attributes
.Where(x => x.Value is EntityReference && x.Key != "ownerid")
.ToArray();
if (references.Any())
{
if (!security.HasPermission(clonedEntity, AccessRights.AppendAccess, userRef))
{
throw new FaultException($"Trying to create entity '{entity.LogicalName}' with references" +
$", but the calling user with id '{userRef.Id}' does not have Append access for that entity");
}
}
foreach (var attr in references)
{
var reference = attr.Value as EntityReference;
if (settings.ServiceRole == MockupServiceSettings.Role.UI && !security.HasPermission(reference, AccessRights.ReadAccess, userRef))
{
throw new FaultException($"Trying to create entity '{entity.LogicalName}'" +
$", but the calling user with id '{userRef.Id}' does not have read access for referenced entity '{reference.LogicalName}' on attribute '{attr.Key}'");
}
if (!security.HasPermission(reference, AccessRights.AppendToAccess, userRef))
{
throw new FaultException($"Trying to create entity '{entity.LogicalName}'" +
$", but the calling user with id '{userRef.Id}' does not have AppendTo access for referenced entity '{reference.LogicalName}' on attribute '{attr.Key}'");
}
}
}
}
if (Utility.HasCircularReference(metadata.EntityMetadata, clonedEntity))
{
throw new FaultException($"Trying to create entity '{clonedEntity.LogicalName}', but the attributes had a circular reference");
}
var transactioncurrencyId = "transactioncurrencyid";
var exchangerate = "exchangerate";
if (!clonedEntity.Attributes.ContainsKey(transactioncurrencyId) &&
Utility.IsValidAttribute(transactioncurrencyId, entityMetadata) &&
entityMetadata.Attributes.Any(m => m is MoneyAttributeMetadata) &&
(settings.ServiceRole == MockupServiceSettings.Role.UI ||
(settings.ServiceRole == MockupServiceSettings.Role.SDK && clonedEntity.Attributes.Any(
attr => entityMetadata.Attributes.Where(a => a is MoneyAttributeMetadata).Any(m => m.LogicalName == attr.Key)))))
{
var user = db.GetEntityOrNull(userRef);
if (user.Attributes.ContainsKey(transactioncurrencyId))
{
clonedEntity.Attributes[transactioncurrencyId] = user[transactioncurrencyId];
}
else
{
clonedEntity.Attributes[transactioncurrencyId] = Utility.GetBaseCurrency(metadata);
}
}
if (!clonedEntity.Attributes.ContainsKey(exchangerate) &&
Utility.IsValidAttribute(exchangerate, entityMetadata) &&
clonedEntity.Attributes.ContainsKey(transactioncurrencyId))
{
var currencyId = clonedEntity.GetAttributeValue <EntityReference>(transactioncurrencyId);
var currency = db.GetEntityOrNull(currencyId);
clonedEntity.Attributes[exchangerate] = currency["exchangerate"];
Utility.HandleCurrencies(metadata, db, clonedEntity);
}
if (Utility.IsValidAttribute("statecode", entityMetadata) &&
Utility.IsValidAttribute("statuscode", entityMetadata))
{
var defaultState = 0;
try
{
var defaultStateStatus = metadata.DefaultStateStatus[clonedEntity.LogicalName];
if (!clonedEntity.Attributes.ContainsKey("statecode") &&
!clonedEntity.Attributes.ContainsKey("statuscode"))
{
clonedEntity["statecode"] = new OptionSetValue(defaultState);
clonedEntity["statuscode"] = new OptionSetValue(defaultStateStatus[defaultState]);
}
else
{
var statusmeta =
(entityMetadata.Attributes.FirstOrDefault(a => a.LogicalName == "statuscode") as StatusAttributeMetadata)
?.OptionSet.Options
.Cast <StatusOptionMetadata>()
.FirstOrDefault(o => o.Value == clonedEntity.GetAttributeValue <OptionSetValue>("statuscode")?.Value);
if (clonedEntity.LogicalName != "opportunityclose" && // is allowed to be created inactive
((clonedEntity.Attributes.ContainsKey("statecode") &&
clonedEntity.GetAttributeValue <OptionSetValue>("statecode")?.Value != defaultState) ||
(clonedEntity.Attributes.ContainsKey("statuscode") && statusmeta?.State != defaultState)))
{
clonedEntity["statecode"] = new OptionSetValue(defaultState);
clonedEntity["statuscode"] = new OptionSetValue(defaultStateStatus[defaultState]);
}
else if (!clonedEntity.Contains("statecode") || clonedEntity.GetAttributeValue <OptionSetValue>("statecode") == null)
{
clonedEntity["statecode"] = new OptionSetValue(statusmeta.State.Value);
}
else if (!clonedEntity.Contains("statuscode") || clonedEntity.GetAttributeValue <OptionSetValue>("statuscode") == null)
{
clonedEntity["statuscode"] = new OptionSetValue(defaultStateStatus[defaultState]);
}
}
}
catch (KeyNotFoundException)
{
throw new KeyNotFoundException($"Unable to get default status reason for the state {defaultState.ToString()} in {clonedEntity.LogicalName} entity. " +
$"This might be due to unsaved default status reason changes. Please update, save, and publish the relevant status reason field on {clonedEntity.LogicalName} and generate new metadata");
}
}
if (Utility.IsValidAttribute("createdon", entityMetadata))
{
clonedEntity["createdon"] = DateTime.UtcNow.Add(core.TimeOffset);
}
if (Utility.IsValidAttribute("createdby", entityMetadata))
{
clonedEntity["createdby"] = userRef;
}
if (Utility.IsValidAttribute("modifiedon", entityMetadata) &&
Utility.IsValidAttribute("modifiedby", entityMetadata))
{
clonedEntity["modifiedon"] = clonedEntity["createdon"];
clonedEntity["modifiedby"] = clonedEntity["createdby"];
}
var owner = userRef;
if (clonedEntity.Attributes.ContainsKey("ownerid"))
{
owner = clonedEntity.GetAttributeValue <EntityReference>("ownerid");
}
Utility.SetOwner(db, security, metadata, clonedEntity, owner);
if (!clonedEntity.Attributes.ContainsKey("businessunitid") &&
(clonedEntity.LogicalName == LogicalNames.SystemUser || clonedEntity.LogicalName == LogicalNames.Team))
{
clonedEntity["businessunitid"] = metadata.RootBusinessUnit.ToEntityReference();
}
if (clonedEntity.LogicalName == LogicalNames.BusinessUnit)
{
CheckBusinessUnitAttributes(clonedEntity, settings);
}
foreach (var attr in entityMetadata.Attributes.Where(a => (a as BooleanAttributeMetadata)?.DefaultValue != null).ToList())
{
if (!clonedEntity.Attributes.Any(a => a.Key == attr.LogicalName))
{
clonedEntity[attr.LogicalName] = (attr as BooleanAttributeMetadata).DefaultValue;
}
}
foreach (var attr in entityMetadata.Attributes.Where(a =>
(a as PicklistAttributeMetadata)?.DefaultFormValue != null && (a as PicklistAttributeMetadata)?.DefaultFormValue.Value != -1).ToList())
{
if (!clonedEntity.Attributes.Any(a => a.Key == attr.LogicalName))
{
clonedEntity[attr.LogicalName] = new OptionSetValue((attr as PicklistAttributeMetadata).DefaultFormValue.Value);
}
}
if (clonedEntity.LogicalName == LogicalNames.Contact || clonedEntity.LogicalName == LogicalNames.Lead || clonedEntity.LogicalName == LogicalNames.SystemUser)
{
Utility.SetFullName(metadata, clonedEntity);
}
clonedEntity.Attributes
.Where(x => x.Value is string && x.Value != null && string.IsNullOrEmpty((string)x.Value))
.ToList()
.ForEach(x => clonedEntity[x.Key] = null);
if (Utility.Activities.Contains(clonedEntity.LogicalName))
{
clonedEntity["activitytypecode"] = Utility.ActivityTypeCode[clonedEntity.LogicalName];
var req = new CreateRequest
{
Target = clonedEntity.ToActivityPointer()
};
core.Execute(req, userRef);
}
db.Add(clonedEntity);
if (clonedEntity.LogicalName == LogicalNames.BusinessUnit)
{
security.AddRolesForBusinessUnit(db, clonedEntity.ToEntityReference());
CreateDefaultTeamForBusinessUnit(clonedEntity, userRef);
}
if (entity.RelatedEntities.Count > 0)
{
foreach (var relatedEntities in entity.RelatedEntities)
{
if (Utility.GetRelationshipMetadataDefaultNull(metadata.EntityMetadata, relatedEntities.Key.SchemaName, Guid.Empty, userRef) == null)
{
throw new FaultException($"Relationship with schemaname '{relatedEntities.Key.SchemaName}' does not exist in metadata");
}
foreach (var relatedEntity in relatedEntities.Value.Entities)
{
var req = new CreateRequest()
{
Target = relatedEntity
};
core.Execute(req, userRef);
}
var associateReq = new AssociateRequest
{
Target = entity.ToEntityReference(),
Relationship = relatedEntities.Key,
RelatedEntities = new EntityReferenceCollection(relatedEntities.Value.Entities.Select(e => e.ToEntityReference()).ToList())
};
core.Execute(associateReq, userRef);
}
}
resp.Results.Add("id", clonedEntity.Id);
return(resp);
}
/// <summary>
/// This method creates any entity records that this sample requires.
/// Create a primary connection role instance.
/// Create a reciprocal connection role instance.
/// Associate the connection roles.
/// </summary>
public void CreateRequiredRecords()
{
// 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 the Connection Roles.
// Create the primary connection Role instance.
ConnectionRole setupPrimaryConnectionRole = new ConnectionRole
{
Name = "Example Primary Connection Role",
Category = new OptionSetValue(Categories.Business),
};
_primaryConnectionRoleId = _serviceProxy.Create(setupPrimaryConnectionRole);
Console.WriteLine("Created {0}.", setupPrimaryConnectionRole.Name);
// Create a related Connection Role Object Type Code record for Account
// on the primary role.
ConnectionRoleObjectTypeCode accountPrimaryConnectionRoleTypeCode
= new ConnectionRoleObjectTypeCode
{
ConnectionRoleId = new EntityReference(
ConnectionRole.EntityLogicalName, _primaryConnectionRoleId),
AssociatedObjectTypeCode = Account.EntityLogicalName
};
_serviceProxy.Create(accountPrimaryConnectionRoleTypeCode);
Console.WriteLine(@"Created a related Connection Role Object Type Code
record for Account on the primary role.");
// Create another Connection Role.
ConnectionRole setupReciprocalConnectionRole = new ConnectionRole
{
Name = "Example Reciprocal Connection Role",
Category = new OptionSetValue(Categories.Business),
};
_reciprocalConnectionRoleId = _serviceProxy.Create(setupReciprocalConnectionRole);
Console.WriteLine("Created {0}.", setupReciprocalConnectionRole.Name);
// Create a related Connection Role Object Type Code record for Account
// on the related role.
ConnectionRoleObjectTypeCode accountReciprocalConnectionRoleTypeCode
= new ConnectionRoleObjectTypeCode
{
ConnectionRoleId = new EntityReference(
ConnectionRole.EntityLogicalName, _reciprocalConnectionRoleId),
AssociatedObjectTypeCode = Account.EntityLogicalName
};
_serviceProxy.Create(accountReciprocalConnectionRoleTypeCode);
Console.WriteLine(@"Created a related Connection Role Object Type Code
record for Account on the related role.");
// Associate the connection roles.
AssociateRequest associateConnectionRoles =
new AssociateRequest
{
Target = new EntityReference(ConnectionRole.EntityLogicalName,
_primaryConnectionRoleId),
RelatedEntities = new EntityReferenceCollection()
{
new EntityReference(ConnectionRole.EntityLogicalName,
_reciprocalConnectionRoleId)
},
// 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);
return;
}
/// <summary>
/// Called to create the Association based on a request previously given by the Relying Party.
/// </summary>
/// <param name="request">The prior request for an association.</param>
/// <returns>
/// The created association.
/// </returns>
Association IAssociateSuccessfulResponseRelyingParty.CreateAssociationAtRelyingParty(AssociateRequest request)
{
Requires.NotNull(request, "request");
throw new NotImplementedException();
}
protected internal Guid CreateEntity(Entity e)
{
if (e == null)
{
throw new InvalidOperationException("The entity must not be null");
}
var clone = e.Clone(e.GetType());
if (clone.Id == Guid.Empty)
{
clone.Id = Guid.NewGuid(); // Add default guid if none present
}
// Hack for Dynamic Entities where the Id property doesn't populate the "entitynameid" primary key
var primaryKeyAttribute = $"{e.LogicalName}id";
if (!clone.Attributes.ContainsKey(primaryKeyAttribute))
{
clone[primaryKeyAttribute] = clone.Id;
}
ValidateEntity(clone);
// Create specific validations
if (clone.Id != Guid.Empty && Data.ContainsKey(clone.LogicalName) &&
Data[clone.LogicalName].ContainsKey(clone.Id))
{
throw new InvalidOperationException($"There is already a record of entity {clone.LogicalName} with id {clone.Id}, can't create with this Id.");
}
// Create specific validations
if (clone.Attributes.ContainsKey("statecode"))
{
throw new InvalidOperationException($"When creating an entity with logical name '{clone.LogicalName}', or any other entity, it is not possible to create records with the statecode property. Statecode must be set after creation.");
}
AddEntityWithDefaults(clone, false, this.UsePipelineSimulation);
if (e.RelatedEntities.Count > 0)
{
foreach (var relationshipSet in e.RelatedEntities)
{
var relationship = relationshipSet.Key;
var entityReferenceCollection = new EntityReferenceCollection();
foreach (var relatedEntity in relationshipSet.Value.Entities)
{
var relatedId = CreateEntity(relatedEntity);
entityReferenceCollection.Add(new EntityReference(relatedEntity.LogicalName, relatedId));
}
if (FakeMessageExecutors.ContainsKey(typeof(AssociateRequest)))
{
var request = new AssociateRequest
{
Target = clone.ToEntityReference(),
Relationship = relationship,
RelatedEntities = entityReferenceCollection
};
FakeMessageExecutors[typeof(AssociateRequest)].Execute(request, this);
}
else
{
throw PullRequestException.NotImplementedOrganizationRequest(typeof(AssociateRequest));
}
}
}
return(clone.Id);
}
/// <summary>
/// Creates any entity records that this sample requires.
/// </summary>
public void CreateRequiredRecords()
{
// Retrieve the default business unit needed to create the team.
QueryExpression queryDefaultBusinessUnit = new QueryExpression
{
EntityName = BusinessUnit.EntityLogicalName,
ColumnSet = new ColumnSet("businessunitid"),
Criteria = new FilterExpression()
};
// Execute the request.
queryDefaultBusinessUnit.Criteria.AddCondition("parentbusinessunitid",
ConditionOperator.Null);
BusinessUnit defaultBusinessUnit = (BusinessUnit)_serviceProxy.RetrieveMultiple(
queryDefaultBusinessUnit).Entities[0];
// Get the GUID of the current user.
WhoAmIRequest who = new WhoAmIRequest();
WhoAmIResponse whoResp = (WhoAmIResponse)_serviceProxy.Execute(who);
_userId = whoResp.UserId;
// Instantiate a role entity record and set its property values.
// See the Entity Metadata topic in the SDK documentation to determine
// which attributes must be set for each entity.
Role setupRole = new Role
{
Name = "ABC Management Role",
BusinessUnitId = new EntityReference(BusinessUnit.EntityLogicalName,
defaultBusinessUnit.Id)
};
//Create a role record.
_roleId = _serviceProxy.Create(setupRole);
Console.WriteLine("Created Role.");
// Assign User to Managers role.
AssociateRequest associate = new AssociateRequest()
{
Target = new EntityReference(SystemUser.EntityLogicalName, _userId),
RelatedEntities = new EntityReferenceCollection()
{
new EntityReference(Role.EntityLogicalName, _roleId),
},
Relationship = new Relationship("systemuserroles_association")
};
// Execute the request.
_serviceProxy.Execute(associate);
}
public static void Should_Only_Find_Correct_Faked_N_To_N_Records()
{
var fakedContext = new XrmFakedContext();
var fakedService = fakedContext.GetFakedOrganizationService();
var userId = new Guid("11111111-7982-4276-A8FE-7CE05FABEAB4");
var businessId = Guid.NewGuid();
var testUser = new SystemUser
{
Id = userId
};
var testRole = new Role
{
Id = new Guid("22222222-7982-4276-A8FE-7CE05FABEAB4"),
Name = "Test Role",
BusinessUnitId = new EntityReference(BusinessUnit.EntityLogicalName, businessId)
};
var testUser2 = new SystemUser
{
Id = Guid.NewGuid()
};
var testRole2 = new Role
{
Id = Guid.NewGuid(),
Name = "Test Role",
BusinessUnitId = new EntityReference(BusinessUnit.EntityLogicalName, businessId)
};
fakedContext.Initialize(new Entity[] { testUser, testRole, testUser2, testRole2 });
fakedContext.AddRelationship("systemuserroles_association", new XrmFakedRelationship
{
IntersectEntity = "systemuserroles",
Entity1LogicalName = SystemUser.EntityLogicalName,
Entity1Attribute = "systemuserid",
Entity2LogicalName = Role.EntityLogicalName,
Entity2Attribute = "roleid"
});
var request = new AssociateRequest()
{
Target = testUser.ToEntityReference(),
RelatedEntities = new EntityReferenceCollection()
{
new EntityReference(Role.EntityLogicalName, testRole.Id),
},
Relationship = new Relationship("systemuserroles_association")
};
fakedService.Execute(request);
var request2 = new AssociateRequest()
{
Target = testUser2.ToEntityReference(),
RelatedEntities = new EntityReferenceCollection()
{
new EntityReference(Role.EntityLogicalName, testRole2.Id),
},
Relationship = new Relationship("systemuserroles_association")
};
fakedService.Execute(request2);
var query = new QueryExpression()
{
EntityName = "role",
ColumnSet = new ColumnSet("name"),
LinkEntities = {
new LinkEntity {
LinkFromEntityName = Role.EntityLogicalName,
LinkFromAttributeName = "roleid",
LinkToEntityName = SystemUserRoles.EntityLogicalName,
LinkToAttributeName = "roleid",
LinkCriteria = new FilterExpression {
FilterOperator = LogicalOperator.And,
Conditions = {
new ConditionExpression {
AttributeName = "systemuserid",
Operator = ConditionOperator.Equal,
Values = { userId }
}
}
}
}
}
};
var result = fakedService.RetrieveMultiple(query);
Assert.NotEmpty(result.Entities);
Assert.Equal(1, result.Entities.Count);
}
public void Reproduce_issue_125()
{
Account account = new Account();
account.Id = Guid.NewGuid();
account.Name = "Goggle ltd";
Contact contact = new Contact();
contact.Id = Guid.NewGuid();
contact.FirstName = "Test";
contact.LastName = "Contact 1";
contact.ParentCustomerId = account.ToEntityReference();
PhoneCall phonecall = new PhoneCall();
phonecall.Id = Guid.NewGuid();
phonecall["statecode"] = PhoneCallState.Open;
//phonecall.To = new List<ActivityParty>() { contact.ToEntityReference() };
phonecall.StatusCode = new OptionSetValue(1);
phonecall.Subject = "Test phone call";
gbp_globecountry Country = new gbp_globecountry()
{
Id = Guid.NewGuid(),
gbp_name = "United Kingdom",
gbp_code = "GB"
};
gbp_customaddress customerA = new gbp_customaddress()
{
Id = Guid.NewGuid(),
gbp_addresstype = new OptionSetValue(3),
gbp_country = new EntityReference(gbp_globecountry.EntityLogicalName, Country.Id),
};
var context = new XrmFakedContext();
context.AddRelationship("gbp_gbp_customaddress_contact_assosciation",
new XrmFakedRelationship()
{
IntersectEntity = "gbp_gbp_customaddress_contact",
Entity1LogicalName = gbp_customaddress.EntityLogicalName,
Entity1Attribute = "gbp_customaddressid",
Entity2LogicalName = Contact.EntityLogicalName,
Entity2Attribute = "contactid"
});
context.Initialize(new List <Entity>()
{
contact, customerA
});
var fakedService = context.GetOrganizationService();
var request = new AssociateRequest()
{
Target = customerA.ToEntityReference(),
RelatedEntities = new EntityReferenceCollection()
{
new EntityReference(Contact.EntityLogicalName, contact.Id),
},
Relationship = new Relationship("gbp_gbp_customaddress_contact_assosciation")
};
fakedService.Execute(request);
string fetchQuery = string.Format(@"<fetch distinct='false' mapping='logical' output-format='xml-platform' version='1.0' >
<entity name='gbp_customaddress' >
<attribute name='gbp_country' />
<link-entity name='gbp_gbp_customaddress_contact' from='gbp_customaddressid' to='gbp_customaddressid' alias='NtoN' intersect='true' >
<link-entity name='contact' from='contactid' to='contactid' alias='Contact' >
<filter>
<condition attribute='contactid' operator='eq' value='{0}' />
</filter>
</link-entity>
</link-entity>
</entity>
</fetch> ", contact.Id);
EntityCollection result = fakedService.RetrieveMultiple(new FetchExpression(fetchQuery));
Assert.Equal(1, result.Entities.Count);
}
/// <summary>
/// Retrieves the requested SystemUser record. If the record does not exist, a new
/// Microsoft Dynamics CRM SystemUser record is created and an associated Active
/// Directory account is created, if it doesn't currently exist.
/// </summary>
/// <param name="userName">The username field as set in Microsoft Dynamics CRM</param>
/// <param name="firstName">The first name of the system user to be retrieved</param>
/// <param name="lastName">The last name of the system user to be retrieved</param>
/// <param name="roleStr">The string representing the Microsoft Dynamics CRM security
/// role for the user</param>
/// <param name="serviceProxy">The OrganizationServiceProxy object to your Microsoft
/// Dynamics CRM environment</param>
/// <param name="ldapPath">The LDAP path for your network - you can either call
/// ConsolePromptForLDAPPath() to prompt the user or provide a value in code</param>
/// <returns></returns>
public static Guid RetrieveSystemUser(String userName, String firstName,
String lastName, String roleStr, OrganizationServiceProxy serviceProxy,
ref String ldapPath)
{
String domain;
Guid userId = Guid.Empty;
if (serviceProxy == null)
throw new ArgumentNullException("serviceProxy");
if (String.IsNullOrWhiteSpace(userName))
throw new ArgumentNullException("UserName");
if (String.IsNullOrWhiteSpace(firstName))
throw new ArgumentNullException("FirstName");
if (String.IsNullOrWhiteSpace(lastName))
throw new ArgumentNullException("LastName");
// Obtain the current user's information.
WhoAmIRequest who = new WhoAmIRequest();
WhoAmIResponse whoResp = (WhoAmIResponse)serviceProxy.Execute(who);
Guid currentUserId = whoResp.UserId;
SystemUser currentUser =
serviceProxy.Retrieve(SystemUser.EntityLogicalName, currentUserId, new ColumnSet("domainname")).ToEntity<SystemUser>();
// Extract the domain and create the LDAP object.
String[] userPath = currentUser.DomainName.Split(new char[] { '\\' });
if (userPath.Length > 1)
domain = userPath[0] + "\\";
else
domain = String.Empty;
SystemUser existingUser = GetUserIdIfExist(serviceProxy, domain, userName, firstName, lastName);
if (existingUser != null)
{
userId = existingUser.SystemUserId.Value;
if (!String.IsNullOrWhiteSpace(roleStr))
{
// Check to make sure the user is assigned the correct role.
Role role = RetrieveRoleByName(serviceProxy, roleStr);
// Associate the user with the role when needed.
if (!UserInRole(serviceProxy, userId, role.Id))
{
AssociateRequest associate = new AssociateRequest()
{
Target = new EntityReference(SystemUser.EntityLogicalName, userId),
RelatedEntities = new EntityReferenceCollection()
{
new EntityReference(Role.EntityLogicalName, role.Id)
},
Relationship = new Relationship("systemuserroles_association")
};
serviceProxy.Execute(associate);
}
}
}
else
{
// Create the system user in Microsoft Dynamics CRM if the user doesn't
// already exist.
userId = CreateSystemUser(userName, firstName, lastName, domain,
roleStr, serviceProxy, ref ldapPath);
}
return userId;
}
/// <summary>
/// Creates a new association with a given Provider.
/// </summary>
/// <param name="provider">The provider to create an association with.</param>
/// <param name="associateRequest">The associate request. May be <c>null</c>, which will always result in a <c>null</c> return value..</param>
/// <param name="retriesRemaining">The number of times to try the associate request again if the Provider suggests it.</param>
/// <param name="cancellationToken">The cancellation token.</param>
/// <returns>
/// The newly created association, or null if no association can be created with
/// the given Provider given the current security settings.
/// </returns>
/// <exception cref="ProtocolException">Create if an error occurs while creating the new association.</exception>
private async Task <Association> CreateNewAssociationAsync(IProviderEndpoint provider, AssociateRequest associateRequest, int retriesRemaining, CancellationToken cancellationToken)
{
Requires.NotNull(provider, "provider");
if (associateRequest == null || retriesRemaining < 0)
{
// this can happen if security requirements and protocol conflict
// to where there are no association types to choose from.
return(null);
}
Exception exception = null;
try {
var associateResponse = await this.channel.RequestAsync(associateRequest, cancellationToken);
var associateSuccessfulResponse = associateResponse as IAssociateSuccessfulResponseRelyingParty;
var associateUnsuccessfulResponse = associateResponse as AssociateUnsuccessfulResponse;
if (associateSuccessfulResponse != null)
{
Association association = associateSuccessfulResponse.CreateAssociationAtRelyingParty(associateRequest);
this.associationStore.StoreAssociation(provider.Uri, association);
return(association);
}
else if (associateUnsuccessfulResponse != null)
{
if (string.IsNullOrEmpty(associateUnsuccessfulResponse.AssociationType))
{
Logger.OpenId.Debug("Provider rejected an association request and gave no suggestion as to an alternative association type. Giving up.");
return(null);
}
if (!this.securitySettings.IsAssociationInPermittedRange(Protocol.Lookup(provider.Version), associateUnsuccessfulResponse.AssociationType))
{
Logger.OpenId.DebugFormat("Provider rejected an association request and suggested '{0}' as an association to try, which this Relying Party does not support. Giving up.", associateUnsuccessfulResponse.AssociationType);
return(null);
}
if (retriesRemaining <= 0)
{
Logger.OpenId.Debug("Unable to agree on an association type with the Provider in the allowed number of retries. Giving up.");
return(null);
}
// Make sure the Provider isn't suggesting an incompatible pair of association/session types.
Protocol protocol = Protocol.Lookup(provider.Version);
ErrorUtilities.VerifyProtocol(
HmacShaAssociation.IsDHSessionCompatible(protocol, associateUnsuccessfulResponse.AssociationType, associateUnsuccessfulResponse.SessionType),
OpenIdStrings.IncompatibleAssociationAndSessionTypes,
associateUnsuccessfulResponse.AssociationType,
associateUnsuccessfulResponse.SessionType);
associateRequest = AssociateRequestRelyingParty.Create(this.securitySettings, provider, associateUnsuccessfulResponse.AssociationType, associateUnsuccessfulResponse.SessionType);
return(await this.CreateNewAssociationAsync(provider, associateRequest, retriesRemaining - 1, cancellationToken));
}
else
{
throw new ProtocolException(MessagingStrings.UnexpectedMessageReceivedOfMany);
}
} catch (ProtocolException ex) {
exception = ex;
}
Assumes.NotNull(exception);
// If the association failed because the remote server can't handle Expect: 100 Continue headers,
// then our web request handler should have already accomodated for future calls. Go ahead and
// immediately make one of those future calls now to try to get the association to succeed.
if (UntrustedWebRequestHandler.IsExceptionFrom417ExpectationFailed(exception))
{
return(await this.CreateNewAssociationAsync(provider, associateRequest, retriesRemaining - 1, cancellationToken));
}
// Since having associations with OPs is not totally critical, we'll log and eat
// the exception so that auth may continue in dumb mode.
Logger.OpenId.ErrorFormat("An error occurred while trying to create an association with {0}. {1}", provider.Uri, exception);
return(null);
}
public void Associate(string entityName, Guid entityId, Relationship relationship,
EntityReferenceCollection relatedEntities)
{
if (relatedEntities.Count > 0)
{
var request = new AssociateRequest
{
Target = CreateLookup(entityName, entityId),
Relationship = relationship,
RelatedEntities = relatedEntities
};
Execute(request);
}
}
protected override void Execute(CodeActivityContext executionContext)
{
//Build the connection
IWorkflowContext context = executionContext.GetExtension <IWorkflowContext>();
IOrganizationServiceFactory serviceFactory = executionContext.GetExtension <IOrganizationServiceFactory>();
IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);
string contactId = this.inputContact.Get(executionContext).Id.ToString(); // Guid of primary entity to be used in fetch
string accountId = this.inputAccount.Get(executionContext).Id.ToString(); // Guid of secondary entity to be used in fetch
{
//The fetch to be used if disassociating
string fetchxml = @"<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='true'>
<entity name='contact'>
<attribute name='contactid' />
<order attribute='contactid' descending='false' />
<filter type='and'>
<condition attribute='contactid' operator='eq' uitype='contact' value='{" + contactId + @"}' />
</filter>
<link-entity name='gg_contact_account_entitypermission' from='contactid' to='contactid' visible='false' intersect='true'>
<link-entity name='account' from='accountid' to='accountid' alias='ac'>
<filter type='and'>
<condition attribute='accountid' operator='eq' uitype='account' value='{" + accountId + @"}' />
</filter>
</link-entity>
</link-entity>
</entity>
</fetch>";
bool TrueFalse = this.Bool.Get(executionContext); //result of the yes no input determing whether to associate or disaasociate
EntityCollection collRecords = service.RetrieveMultiple(new FetchExpression(fetchxml));
if (TrueFalse) //Logic for disassociate
{
if (collRecords != null && collRecords.Entities != null && collRecords.Entities.Count > 0)
{
EntityReferenceCollection collection = new EntityReferenceCollection();
foreach (var entity in collRecords.Entities)
{
var reference = new EntityReference("list", entity.Id);
collection.Add(reference); //Create a collection of entity references
}
Relationship relationship = new Relationship("gg_contact_account_entitypermission"); //schema name of N:N relationship
service.Disassociate("account", this.inputAccount.Get(executionContext).Id, relationship, collection); //Pass the entity reference collections to be disassociated from the specific Email Send record
}
}
else //Logic for associate
{
if (collRecords.Entities.Count == 0)
{
AssociateRequest request = new AssociateRequest
{
Target = new EntityReference("account", this.inputAccount.Get(executionContext).Id),
RelatedEntities = new EntityReferenceCollection {
new EntityReference("list", this.inputContact.Get(executionContext).Id)
},
Relationship = new Relationship("gg_contact_account_entitypermission")
};
service.Execute(request);
}
}
}
}
[STAThread] // Added to support UX
static void Main(string[] args)
{
CrmServiceClient service = null;
try
{
service = SampleHelpers.Connect("Connect");
if (service.IsReady)
{
#region Sample Code
////////////////////////////////////////
#region Set up
SetUpSample(service);
#endregion Set up
#region Demonstrate
// Create Field Security Profile.
FieldSecurityProfile managersProfile = new FieldSecurityProfile();
managersProfile.Name = "Managers";
_profileId = service.Create(managersProfile);
Console.Write("Created Profile, ");
// Add team to profile.
AssociateRequest teamToProfile = new AssociateRequest()
{
Target = new EntityReference(FieldSecurityProfile.EntityLogicalName,
_profileId),
RelatedEntities = new EntityReferenceCollection()
{
new EntityReference(Team.EntityLogicalName, _teamId)
},
Relationship = new Relationship("teamprofiles_association")
};
service.Execute(teamToProfile);
// Add user to the profile.
AssociateRequest userToProfile = new AssociateRequest()
{
Target = new EntityReference(FieldSecurityProfile.EntityLogicalName,
_profileId),
RelatedEntities = new EntityReferenceCollection()
{
new EntityReference(SystemUser.EntityLogicalName, _userId)
},
Relationship = new Relationship("systemuserprofiles_association")
};
service.Execute(userToProfile);
// Create custom activity entity.
CreateEntityRequest req = new CreateEntityRequest()
{
Entity = new EntityMetadata
{
LogicalName = "new_message",
DisplayName = new Label("Message", 1033),
DisplayCollectionName = new Label("Tweet", 1033),
OwnershipType = OwnershipTypes.UserOwned,
SchemaName = "New_Message",
IsActivity = true,
IsAvailableOffline = true,
IsAuditEnabled = new BooleanManagedProperty(true),
IsMailMergeEnabled = new BooleanManagedProperty(false),
},
HasActivities = false,
HasNotes = true,
PrimaryAttribute = new StringAttributeMetadata()
{
SchemaName = "Subject",
LogicalName = "subject",
RequiredLevel = new AttributeRequiredLevelManagedProperty(
AttributeRequiredLevel.None),
MaxLength = 100,
DisplayName = new Label("Subject", 1033)
}
};
service.Execute(req);
Console.Write("Entity Created, ");
// Add privileges for the Tweet entity to the Marketing Role.
RolePrivilege[] privileges = new RolePrivilege[3];
// SDK: prvCreateActivity
privileges[0] = new RolePrivilege();
privileges[0].PrivilegeId = new Guid("{091DF793-FE5E-44D4-B4CA-7E3F580C4664}");
privileges[0].Depth = PrivilegeDepth.Global;
// SDK: prvReadActivity
privileges[1] = new RolePrivilege();
privileges[1].PrivilegeId = new Guid("{650C14FE-3521-45FE-A000-84138688E45D}");
privileges[1].Depth = PrivilegeDepth.Global;
// SDK: prvWriteActivity
privileges[2] = new RolePrivilege();
privileges[2].PrivilegeId = new Guid("{0DC8F72C-57D5-4B4D-8892-FE6AAC0E4B81}");
privileges[2].Depth = PrivilegeDepth.Global;
// Create and execute the request.
AddPrivilegesRoleRequest request = new AddPrivilegesRoleRequest()
{
RoleId = _roleId,
Privileges = privileges
};
AddPrivilegesRoleResponse response =
(AddPrivilegesRoleResponse)service.Execute(request);
// Create custom identity attribute.
CreateAttributeRequest attrReq = new CreateAttributeRequest()
{
Attribute = new StringAttributeMetadata()
{
LogicalName = "new_identity",
DisplayName = new Label("Identity", 1033),
SchemaName = "New_Identity",
MaxLength = 500,
RequiredLevel = new AttributeRequiredLevelManagedProperty(
AttributeRequiredLevel.Recommended),
IsSecured = true
},
EntityName = "new_tweet"
};
CreateAttributeResponse identityAttributeResponse =
(CreateAttributeResponse)service.Execute(attrReq);
_identityId = identityAttributeResponse.AttributeId;
Console.Write("Identity Created, ");
// Create custom message attribute.
attrReq = new CreateAttributeRequest()
{
Attribute = new StringAttributeMetadata()
{
LogicalName = "new_picture",
DisplayName = new Label("Picture", 1033),
SchemaName = "New_Picture",
MaxLength = 140,
RequiredLevel = new AttributeRequiredLevelManagedProperty(
AttributeRequiredLevel.Recommended),
IsSecured = true
},
EntityName = "new_tweet"
};
CreateAttributeResponse messageAttributeResponse =
(CreateAttributeResponse)service.Execute(attrReq);
_messageId = messageAttributeResponse.AttributeId;
Console.Write("Message Created, ");
// Create field permission object for Identity.
FieldPermission identityPermission = new FieldPermission();
identityPermission.AttributeLogicalName = "new_identity";
identityPermission.EntityName = "new_tweet";
identityPermission.CanRead = new OptionSetValue(FieldPermissionType.Allowed);
identityPermission.FieldSecurityProfileId = new EntityReference(
FieldSecurityProfile.EntityLogicalName, _profileId);
_identityPermissionId = service.Create(identityPermission);
Console.Write("Permission Created, ");
// Create list for storing retrieved profiles.
List <Guid> profileIds = new List <Guid>();
// Build query to obtain the field security profiles.
QueryExpression qe = new QueryExpression()
{
EntityName = FieldSecurityProfile.EntityLogicalName,
ColumnSet = new ColumnSet("fieldsecurityprofileid"),
LinkEntities =
{
new LinkEntity
{
LinkFromEntityName = FieldSecurityProfile.EntityLogicalName,
LinkToEntityName = SystemUser.EntityLogicalName,
LinkCriteria =
{
Conditions =
{
new ConditionExpression("systemuserid", ConditionOperator.Equal, _userId)
}
}
}
}
};
// Execute the query and obtain the results.
RetrieveMultipleRequest rmRequest = new RetrieveMultipleRequest()
{
Query = qe
};
EntityCollection bec = ((RetrieveMultipleResponse)service.Execute(
rmRequest)).EntityCollection;
// Extract profiles from query result.
foreach (FieldSecurityProfile profileEnt in bec.Entities)
{
profileIds.Add(profileEnt.FieldSecurityProfileId.Value);
}
Console.Write("Profiles Retrieved, ");
// Retrieve attribute permissions of a FieldSecurityProfile.
DataCollection <Entity> dc;
// Retrieve the attributes.
QueryByAttribute qba = new QueryByAttribute(FieldPermission.EntityLogicalName);
qba.AddAttributeValue("fieldsecurityprofileid", _profileId);
qba.ColumnSet = new ColumnSet("attributelogicalname");
dc = service.RetrieveMultiple(qba).Entities;
Console.Write("Attributes Retrieved. ");
#region Clean up
CleanUpSample(service);
#endregion Clean up
}
#endregion Demonstrate
#endregion Sample Code
else
{
const string UNABLE_TO_LOGIN_ERROR = "Unable to Login to Common Data Service";
if (service.LastCrmError.Equals(UNABLE_TO_LOGIN_ERROR))
{
Console.WriteLine("Check the connection string values in cds/App.config.");
throw new Exception(service.LastCrmError);
}
else
{
throw service.LastCrmException;
}
}
}
catch (Exception ex)
{
SampleHelpers.HandleException(ex);
}
finally
{
if (service != null)
{
service.Dispose();
}
Console.WriteLine("Press <Enter> to exit.");
Console.ReadLine();
}
}
/// <summary>
/// Retrieves the requested SystemUser record. If the record does not exist, a new
/// Microsoft Dynamics CRM SystemUser record is created and an associated Active
/// Directory account is created, if it doesn't currently exist.
/// </summary>
/// <param name="userName">The username field as set in Microsoft Dynamics CRM</param>
/// <param name="firstName">The first name of the system user to be retrieved</param>
/// <param name="lastName">The last name of the system user to be retrieved</param>
/// <param name="roleStr">The string representing the Microsoft Dynamics CRM security
/// role for the user</param>
/// <param name="serviceProxy">The OrganizationServiceProxy object to your Microsoft
/// Dynamics CRM environment</param>
/// <param name="ldapPath">The LDAP path for your network - you can either call
/// ConsolePromptForLDAPPath() to prompt the user or provide a value in code</param>
/// <returns></returns>
public static Guid RetrieveSystemUser(String userName, String firstName,
String lastName, String roleStr, CrmServiceClient service,
ref String ldapPath)
{
String domain;
Guid userId = Guid.Empty;
if (service == null)
{
throw new ArgumentNullException("service");
}
if (String.IsNullOrWhiteSpace(userName))
{
throw new ArgumentNullException("UserName");
}
if (String.IsNullOrWhiteSpace(firstName))
{
throw new ArgumentNullException("FirstName");
}
if (String.IsNullOrWhiteSpace(lastName))
{
throw new ArgumentNullException("LastName");
}
// Obtain the current user's information.
WhoAmIRequest who = new WhoAmIRequest();
WhoAmIResponse whoResp = (WhoAmIResponse)service.Execute(who);
Guid currentUserId = whoResp.UserId;
SystemUser currentUser =
service.Retrieve(SystemUser.EntityLogicalName, currentUserId, new ColumnSet("domainname")).ToEntity <SystemUser>();
// Extract the domain and create the LDAP object.
String[] userPath = currentUser.DomainName.Split(new char[] { '\\' });
if (userPath.Length > 1)
{
domain = userPath[0] + "\\";
}
else
{
domain = String.Empty;
}
SystemUser existingUser = GetUserIdIfExist(service, domain, userName, firstName, lastName);
if (existingUser != null)
{
userId = existingUser.SystemUserId.Value;
if (!String.IsNullOrWhiteSpace(roleStr))
{
// Check to make sure the user is assigned the correct role.
Role role = RetrieveRoleByName(service, roleStr);
// Associate the user with the role when needed.
if (!UserInRole(service, userId, role.Id))
{
AssociateRequest associate = new AssociateRequest()
{
Target = new EntityReference(SystemUser.EntityLogicalName, userId),
RelatedEntities = new EntityReferenceCollection()
{
new EntityReference(Role.EntityLogicalName, role.Id)
},
Relationship = new Relationship("systemuserroles_association")
};
service.Execute(associate);
}
}
}
else
{
Console.WriteLine("User Not Found. Manually create user in office 365");
}
return(userId);
}
/// <summary>
/// Create a CRM <c>AssociationRequest and executes it.</c>
/// </summary>
/// <param name="relationshipName">The name of the relationship to be created.</param>
/// <param name="entity1Name">The name of the first entity to create the relationship from.</param>
/// <param name="entity1Guid">The unique identifier for the first entity instance.</param>
/// <param name="entity2Name">The name of the related entity.</param>
/// <param name="entity2Guid">The unique identifier of the related entity instance.</param>
private void CreateAssociatedRequest(string relationshipName, string entity1Name, string entity1Guid, string entity2Name, string entity2Guid)
{
AssociateRequest areq = new AssociateRequest();
// Target is the entity that you are associating your entities to.
areq.Target = new EntityReference(entity1Name, new Guid(entity1Guid));
// RelatedEntities are the entities you are associating to your target (can be more than 1)
areq.RelatedEntities = new EntityReferenceCollection();
areq.RelatedEntities.Add(new EntityReference(entity2Name, new Guid(entity2Guid)));
// The relationship schema name in CRM you are using to associate the entities.
// Found in settings - customization - entity - relationships
areq.Relationship = new Relationship(relationshipName);
// Execute the request
this.CrmAdapter.OrganizationService.Execute(areq);
}
public void Import()
{
using (var reader = new StreamReader(filePath, Encoding.Default))
{
string line;
int lineNumber = 0;
while ((line = reader.ReadLine()) != null)
{
lineNumber++;
try
{
var data = line.Split(',');
Guid firstGuid = Guid.Empty;
Guid secondGuid = Guid.Empty;
if (settings.FirstAttributeIsGuid)
{
firstGuid = new Guid(data[0]);
}
else
{
var records = service.RetrieveMultiple(new QueryExpression(settings.FirstEntity)
{
Criteria =
{
Conditions =
{
new ConditionExpression(settings.FirstAttributeName, ConditionOperator.Equal,
data[0])
}
}
});
if (records.Entities.Count == 1)
{
firstGuid = records.Entities.First().Id;
}
else if (records.Entities.Count > 1)
{
RaiseError(this,
new ResultEventArgs
{
LineNumber = lineNumber,
Message = string.Format("More than one record ({0}) were found with the value specified", settings.FirstEntity)
});
continue;
}
else
{
RaiseError(this,
new ResultEventArgs
{
LineNumber = lineNumber,
Message = string.Format("No record ({0}) was found with the value specified", settings.FirstEntity)
});
continue;
}
}
if (settings.SecondAttributeIsGuid)
{
secondGuid = new Guid(data[1]);
}
else
{
var records = service.RetrieveMultiple(new QueryExpression(settings.SecondEntity)
{
Criteria =
{
Conditions =
{
new ConditionExpression(settings.SecondAttributeName, ConditionOperator.Equal,
data[1])
}
}
});
if (records.Entities.Count == 1)
{
secondGuid = records.Entities.First().Id;
}
else if (records.Entities.Count > 1)
{
RaiseError(this,
new ResultEventArgs
{
LineNumber = lineNumber,
Message = string.Format("More than one record ({0}) were found with the value specified", settings.SecondEntity)
});
continue;
}
else
{
RaiseError(this,
new ResultEventArgs
{
LineNumber = lineNumber,
Message = string.Format("No record ({0}) was found with the value specified", settings.SecondEntity)
});
continue;
}
}
var request = new AssociateRequest
{
Target = new EntityReference(settings.FirstEntity, firstGuid),
Relationship = new Relationship(settings.Relationship),
RelatedEntities = new EntityReferenceCollection
{
new EntityReference(settings.SecondEntity, secondGuid)
}
};
if (request.Target.LogicalName == request.RelatedEntities.First().LogicalName)
{
request.Relationship.PrimaryEntityRole = EntityRole.Referenced;
}
service.Execute(request);
OnRaiseSuccess(new ResultEventArgs {
LineNumber = lineNumber
});
}
catch (FaultException <OrganizationServiceFault> error)
{
if (error.Detail.ErrorCode.ToString("X") == "80040237")
{
OnRaiseError(new ResultEventArgs {
LineNumber = lineNumber, Message = "Relationship was not created because it already exists"
});
}
else
{
OnRaiseError(new ResultEventArgs {
LineNumber = lineNumber, Message = error.Message
});
}
}
}
}
}
