public void ApplyRulesToUser(EntityReferenceCollection ec, Guid userId)
{
var request = new InstantiateFiltersRequest
{
UserId = userId,
TemplateCollection = ec
};
service.Execute(request);
}
public void ApplyRulesToUser(EntityReferenceCollection ec, Guid userId)
{
var request = new InstantiateFiltersRequest
{
UserId = userId,
TemplateCollection = ec
};
service.Execute(request);
}
public void ApplyRuleToActiveUsers(EntityReferenceCollection ec)
{
var qba = new QueryByAttribute("systemuser");
qba.AddAttributeValue("isdisabled", false);
foreach (var user in service.RetrieveMultiple(qba).Entities)
{
var request = new InstantiateFiltersRequest
{
UserId = user.Id,
TemplateCollection = ec
};
service.Execute(request);
}
}
public void ApplyRuleToActiveUsers(EntityReferenceCollection ec)
{
var qba = new QueryByAttribute("systemuser");
qba.AddAttributeValue("isdisabled", false);
foreach (var user in service.RetrieveMultiple(qba).Entities)
{
var request = new InstantiateFiltersRequest
{
UserId = user.Id,
TemplateCollection = ec
};
service.Execute(request);
}
}
[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 and Retrieve Offline Filter
// In your Outlook client, this will appear in the System Filters tab
// under File | CRM | Synchronize | Outlook Filters.
Console.Write("Creating offline filter");
String contactName = String.Format("offlineFilteredContact {0}",
DateTime.Now.ToLongTimeString());
String fetchXml = String.Format("<fetch version=\"1.0\" output-format=\"xml-platform\" mapping=\"logical\"><entity name=\"contact\"><attribute name=\"contactid\" /><filter type=\"and\">" +
"<condition attribute=\"ownerid\" operator=\"eq-userid\" /><condition attribute=\"description\" operator=\"eq\" value=\"{0}\" />" +
"<condition attribute=\"statecode\" operator=\"eq\" value=\"0\" /></filter></entity></fetch>", contactName);
SavedQuery filter = new SavedQuery();
filter.FetchXml = fetchXml;
filter.IsQuickFindQuery = false;
filter.QueryType = SavedQueryQueryType.OfflineFilters;
filter.ReturnedTypeCode = Contact.EntityLogicalName;
filter.Name = "ReadOnlyFilter_" + contactName;
filter.Description = "Sample offline filter for Contact entity";
_offlineFilter = service.Create(filter);
Console.WriteLine(" and retrieving offline filter");
var result = (SavedQuery)service.Retrieve(
SavedQuery.EntityLogicalName,
_offlineFilter,
new ColumnSet("name", "description"));
Console.WriteLine("Name: {0}", result.Name);
Console.WriteLine("Description: {0}", result.Description);
Console.WriteLine();
// Create and Retrieve Offline Template
// In your Outlook client, this will appear in the User Filters tab
// under File | CRM | Synchronize | Outlook Filters.
Console.Write("Creating offline template");
String accountName = String.Format("offlineFilteredAccount {0}",
DateTime.Now.ToLongTimeString());
fetchXml = String.Format("<fetch version=\"1.0\" output-format=\"xml-platform\" mapping=\"logical\"><entity name=\"account\"><attribute name=\"accountid\" /><filter type=\"and\">" +
"<condition attribute=\"ownerid\" operator=\"eq-userid\" /><condition attribute=\"name\" operator=\"eq\" value=\"{0}\" />" +
"<condition attribute=\"statecode\" operator=\"eq\" value=\"0\" /></filter></entity></fetch>", accountName);
var template = new SavedQuery();
template.FetchXml = fetchXml;
template.IsQuickFindQuery = false;
template.QueryType = SavedQueryQueryType.OfflineTemplate;
template.ReturnedTypeCode = Account.EntityLogicalName;
template.Name = "ReadOnlyFilter_" + accountName;
template.Description = "Sample offline template for Account entity";
_offlineTemplate = service.Create(template);
Console.WriteLine(" and retrieving offline template");
result = (SavedQuery)service.Retrieve(
SavedQuery.EntityLogicalName,
_offlineTemplate,
new ColumnSet("name", "description"));
Console.WriteLine("Name: {0}", result.Name);
Console.WriteLine("Description: {0}", result.Description);
Console.WriteLine();
// Call InstantiateFiltersRequest
Console.WriteLine("Retrieving user's ID and creating the template collection");
var whoAmI = new WhoAmIRequest();
Guid id = ((WhoAmIResponse)service.Execute(whoAmI)).UserId;
EntityReferenceCollection templates = new EntityReferenceCollection();
templates.Add(new EntityReference(
SavedQuery.EntityLogicalName,
_offlineTemplate));
Console.WriteLine("Activating the selected offline templates for this user");
var request = new InstantiateFiltersRequest
{
UserId = id,
TemplateCollection = templates
};
var response = (InstantiateFiltersResponse)service.Execute(request);
Console.WriteLine();
// Call ResetUserFiltersRequest
Console.WriteLine("Resetting the user's offline templates to the defaults");
var resetRequest = new ResetUserFiltersRequest
{
QueryType = SavedQueryQueryType.OfflineFilters
};
var resetResponse = (ResetUserFiltersResponse)service.Execute(resetRequest);
Console.WriteLine();
#endregion Demonstrate
#region Clean up
CleanUpSample(service);
#endregion Clean up
}
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>
/// This method first connects to the Outlook service. Afterwards,
/// client information is retrieved and the client state is changed.
/// </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();
//<snippetRetrieveDataFilters1>
// Create and Retrieve Offline Filter
// In your Outlook client, this will appear in the System Filters tab
// under File | CRM | Synchronize | Outlook Filters.
Console.Write("Creating offline filter");
String contactName = String.Format("offlineFilteredContact {0}",
DateTime.Now.ToLongTimeString());
String fetchXml = String.Format("<fetch version=\"1.0\" output-format=\"xml-platform\" mapping=\"logical\"><entity name=\"contact\"><attribute name=\"contactid\" /><filter type=\"and\">" +
"<condition attribute=\"ownerid\" operator=\"eq-userid\" /><condition attribute=\"description\" operator=\"eq\" value=\"{0}\" />" +
"<condition attribute=\"statecode\" operator=\"eq\" value=\"0\" /></filter></entity></fetch>", contactName);
SavedQuery filter = new SavedQuery();
filter.FetchXml = fetchXml;
filter.IsQuickFindQuery = false;
filter.QueryType = SavedQueryQueryType.OfflineFilters;
filter.ReturnedTypeCode = Contact.EntityLogicalName;
filter.Name = "ReadOnlyFilter_" + contactName;
filter.Description = "Sample offline filter for Contact entity";
_offlineFilter = _serviceProxy.Create(filter);
Console.WriteLine(" and retrieving offline filter");
SavedQuery result = (SavedQuery)_serviceProxy.Retrieve(
SavedQuery.EntityLogicalName,
_offlineFilter,
new ColumnSet("name", "description"));
Console.WriteLine("Name: {0}", result.Name);
Console.WriteLine("Description: {0}", result.Description);
Console.WriteLine();
// Create and Retrieve Offline Template
// In your Outlook client, this will appear in the User Filters tab
// under File | CRM | Synchronize | Outlook Filters.
Console.Write("Creating offline template");
String accountName = String.Format("offlineFilteredAccount {0}",
DateTime.Now.ToLongTimeString());
fetchXml = String.Format("<fetch version=\"1.0\" output-format=\"xml-platform\" mapping=\"logical\"><entity name=\"account\"><attribute name=\"accountid\" /><filter type=\"and\">" +
"<condition attribute=\"ownerid\" operator=\"eq-userid\" /><condition attribute=\"name\" operator=\"eq\" value=\"{0}\" />" +
"<condition attribute=\"statecode\" operator=\"eq\" value=\"0\" /></filter></entity></fetch>", accountName);
SavedQuery template = new SavedQuery();
template.FetchXml = fetchXml;
template.IsQuickFindQuery = false;
template.QueryType = SavedQueryQueryType.OfflineTemplate;
template.ReturnedTypeCode = Account.EntityLogicalName;
template.Name = "ReadOnlyFilter_" + accountName;
template.Description = "Sample offline template for Account entity";
_offlineTemplate = _serviceProxy.Create(template);
Console.WriteLine(" and retrieving offline template");
result = (SavedQuery)_serviceProxy.Retrieve(
SavedQuery.EntityLogicalName,
_offlineTemplate,
new ColumnSet("name", "description"));
Console.WriteLine("Name: {0}", result.Name);
Console.WriteLine("Description: {0}", result.Description);
Console.WriteLine();
//</snippetRetrieveDataFilters1>
//<snippetRetrieveDataFilters2>
// Call InstantiateFiltersRequest
Console.WriteLine("Retrieving user's ID and creating the template collection");
WhoAmIRequest whoAmI = new WhoAmIRequest();
Guid id = ((WhoAmIResponse)_serviceProxy.Execute(whoAmI)).UserId;
EntityReferenceCollection templates = new EntityReferenceCollection();
templates.Add(new EntityReference(
SavedQuery.EntityLogicalName,
_offlineTemplate));
Console.WriteLine("Activating the selected offline templates for this user");
InstantiateFiltersRequest request = new InstantiateFiltersRequest
{
UserId = id,
TemplateCollection = templates
};
InstantiateFiltersResponse response =
(InstantiateFiltersResponse)_serviceProxy.Execute(request);
Console.WriteLine();
//</snippetRetrieveDataFilters2>
//<snippetRetrieveDataFilters3>
// Call ResetUserFiltersRequest
Console.WriteLine("Resetting the user's offline templates to the defaults");
ResetUserFiltersRequest resetRequest = new ResetUserFiltersRequest
{
QueryType = SavedQueryQueryType.OfflineFilters
};
ResetUserFiltersResponse resetResponse =
(ResetUserFiltersResponse)_serviceProxy.Execute(resetRequest);
Console.WriteLine();
//</snippetRetrieveDataFilters3>
DeleteRequiredRecords(promptforDelete);
}
}
// Catch any service fault exceptions that Microsoft Dynamics CRM throws.
catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>)
{
// You can handle an exception here or pass it back to the calling method.
throw;
}
}
/// <summary>
/// This method first connects to the Outlook service. Afterwards,
/// client information is retrieved and the client state is changed.
/// </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();
//<snippetRetrieveDataFilters1>
// Create and Retrieve Offline Filter
// In your Outlook client, this will appear in the System Filters tab
// under File | CRM | Synchronize | Outlook Filters.
Console.Write("Creating offline filter");
String contactName = String.Format("offlineFilteredContact {0}",
DateTime.Now.ToLongTimeString());
String fetchXml = String.Format("<fetch version=\"1.0\" output-format=\"xml-platform\" mapping=\"logical\"><entity name=\"contact\"><attribute name=\"contactid\" /><filter type=\"and\">" +
"<condition attribute=\"ownerid\" operator=\"eq-userid\" /><condition attribute=\"description\" operator=\"eq\" value=\"{0}\" />" +
"<condition attribute=\"statecode\" operator=\"eq\" value=\"0\" /></filter></entity></fetch>", contactName);
SavedQuery filter = new SavedQuery();
filter.FetchXml = fetchXml;
filter.IsQuickFindQuery = false;
filter.QueryType = SavedQueryQueryType.OfflineFilters;
filter.ReturnedTypeCode = Contact.EntityLogicalName;
filter.Name = "ReadOnlyFilter_" + contactName;
filter.Description = "Sample offline filter for Contact entity";
_offlineFilter = _serviceProxy.Create(filter);
Console.WriteLine(" and retrieving offline filter");
SavedQuery result = (SavedQuery)_serviceProxy.Retrieve(
SavedQuery.EntityLogicalName,
_offlineFilter,
new ColumnSet("name", "description"));
Console.WriteLine("Name: {0}", result.Name);
Console.WriteLine("Description: {0}", result.Description);
Console.WriteLine();
// Create and Retrieve Offline Template
// In your Outlook client, this will appear in the User Filters tab
// under File | CRM | Synchronize | Outlook Filters.
Console.Write("Creating offline template");
String accountName = String.Format("offlineFilteredAccount {0}",
DateTime.Now.ToLongTimeString());
fetchXml = String.Format("<fetch version=\"1.0\" output-format=\"xml-platform\" mapping=\"logical\"><entity name=\"account\"><attribute name=\"accountid\" /><filter type=\"and\">" +
"<condition attribute=\"ownerid\" operator=\"eq-userid\" /><condition attribute=\"name\" operator=\"eq\" value=\"{0}\" />" +
"<condition attribute=\"statecode\" operator=\"eq\" value=\"0\" /></filter></entity></fetch>", accountName);
SavedQuery template = new SavedQuery();
template.FetchXml = fetchXml;
template.IsQuickFindQuery = false;
template.QueryType = SavedQueryQueryType.OfflineTemplate;
template.ReturnedTypeCode = Account.EntityLogicalName;
template.Name = "ReadOnlyFilter_" + accountName;
template.Description = "Sample offline template for Account entity";
_offlineTemplate = _serviceProxy.Create(template);
Console.WriteLine(" and retrieving offline template");
result = (SavedQuery)_serviceProxy.Retrieve(
SavedQuery.EntityLogicalName,
_offlineTemplate,
new ColumnSet("name", "description"));
Console.WriteLine("Name: {0}", result.Name);
Console.WriteLine("Description: {0}", result.Description);
Console.WriteLine();
//</snippetRetrieveDataFilters1>
//<snippetRetrieveDataFilters2>
// Call InstantiateFiltersRequest
Console.WriteLine("Retrieving user's ID and creating the template collection");
WhoAmIRequest whoAmI = new WhoAmIRequest();
Guid id = ((WhoAmIResponse)_serviceProxy.Execute(whoAmI)).UserId;
EntityReferenceCollection templates = new EntityReferenceCollection();
templates.Add(new EntityReference(
SavedQuery.EntityLogicalName,
_offlineTemplate));
Console.WriteLine("Activating the selected offline templates for this user");
InstantiateFiltersRequest request = new InstantiateFiltersRequest
{
UserId = id,
TemplateCollection = templates
};
InstantiateFiltersResponse response =
(InstantiateFiltersResponse)_serviceProxy.Execute(request);
Console.WriteLine();
//</snippetRetrieveDataFilters2>
//<snippetRetrieveDataFilters3>
// Call ResetUserFiltersRequest
Console.WriteLine("Resetting the user's offline templates to the defaults");
ResetUserFiltersRequest resetRequest = new ResetUserFiltersRequest
{
QueryType = SavedQueryQueryType.OfflineFilters
};
ResetUserFiltersResponse resetResponse =
(ResetUserFiltersResponse)_serviceProxy.Execute(resetRequest);
Console.WriteLine();
//</snippetRetrieveDataFilters3>
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;
}
}
