/// <summary>
/// Re-assign all records that are owned by a given user to another user or team.
/// <para>
/// For more information look at https://msdn.microsoft.com/en-us/library/microsoft.crm.sdk.messages.reassignobjectssystemuserrequest(v=crm.8).aspx
/// </para>
/// </summary>
/// <param name="id"><c>System User</c> Id</param>
/// <param name="assignedToPrincipalType">Assigned to <c>principal</c> <see cref="PrincipalType"/></param>
/// <param name="assignedToId">Assigned to <c>principal</c> Id</param>
/// <returns><see cref="ReassignObjectsSystemUserResponse"/></returns>
public ReassignObjectsSystemUserResponse ReAssignOwnedObjects(Guid id, PrincipalType assignedToPrincipalType, Guid assignedToId)
{
ExceptionThrow.IfGuidEmpty(id, "id");
ExceptionThrow.IfGuidEmpty(assignedToId, "assignedToId");
ReassignObjectsSystemUserRequest request = new ReassignObjectsSystemUserRequest()
{
UserId = id,
ReassignPrincipal = new EntityReference(assignedToPrincipalType.Description(), assignedToId)
};
return((ReassignObjectsSystemUserResponse)this.OrganizationService.Execute(request));
}
/// <summary>
/// This method first creates 3 users, a team, 4 leads and a business unit.
/// It assigns two users to the team, and gives each user and the team a lead.
/// Then it reassigns all the leads from one of the users to another user using
/// the ReassignObjectsSystemUserRequest. Next, it reassigns all the leads from
/// the team to a user using the ReassignObjectsOwnerRequest. Third, it reassigns
/// one user from the root business unit to the created business unit, using the
/// SetBusinessSystemUserRequest message. Fourth, it reassigns all users from
/// the created business unit to the root business unit and deletes the created
/// business unit. Finally, it removes all users from the created team and
/// deletes the team.
/// </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))
// Using the ServiceContext class provides access to the LINQ provider
using (_context = new ServiceContext(_serviceProxy))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
CreateRequiredRecords();
Console.WriteLine();
PrintLeads();
var users = from user in _context.SystemUserSet
select new { user.FullName, user.Id };
Dictionary <Guid, String> userMapping = new Dictionary <Guid, String>();
foreach (var user in users)
{
userMapping.Add(user.Id, user.FullName);
}
#region ReassignObjectsSystemUserRequest
// create the request
ReassignObjectsSystemUserRequest reassignRequest =
new ReassignObjectsSystemUserRequest()
{
ReassignPrincipal =
new EntityReference(SystemUser.EntityLogicalName, _users[1]),
UserId = _users[2]
};
// execute the request
Console.WriteLine();
Console.WriteLine(
" Reassigning leads from {0} to {1}",
userMapping[_users[2]],
userMapping[_users[1]]);
_serviceProxy.Execute(reassignRequest);
// check results
PrintLeads();
#endregion
#region ReassignObjectsOwnerRequest
// create the request
ReassignObjectsOwnerRequest request =
new ReassignObjectsOwnerRequest()
{
FromPrincipal = _team.ToEntityReference(),
ToPrincipal =
new EntityReference(SystemUser.EntityLogicalName, _users[0])
};
// execute the request
Console.WriteLine();
Console.WriteLine(
" Reassigning leads from {0} to {1}",
_team.Name, userMapping[_users[0]]);
_serviceProxy.Execute(request);
// check results
PrintLeads();
#endregion
#region reassign business unit members
Console.WriteLine();
Console.WriteLine(" Adding a user to the created business unit");
// track what permissions the user had before reassigning to the new
// business unit so that the permissions can be restored when the
// user is assigned back to the business unit
_originalRolesIds = new List <Guid>();
var roleIds = from user in _context.SystemUserSet
join systemuserrole in _context.SystemUserRolesSet
on user.SystemUserId equals systemuserrole.SystemUserId
join role in _context.RoleSet
on systemuserrole.RoleId equals role.RoleId
where user.SystemUserId.Value == _users[2]
select role.RoleId.Value;
foreach (var roleId in roleIds)
{
_originalRolesIds.Add(roleId);
}
// add user to the created business unit
_serviceProxy.Execute(new SetBusinessSystemUserRequest()
{
BusinessId = _businessUnit.Id,
ReassignPrincipal = new EntityReference(
SystemUser.EntityLogicalName,
_users[2]),
UserId = _users[2]
});
#endregion
#region delete business unit
Console.WriteLine();
Console.WriteLine(" Deleting created business unit");
// remove all users from the business unit, moving them back to the
// parent business unit
_serviceProxy.Execute(new SetBusinessSystemUserRequest()
{
BusinessId = _rootBusinessUnit.Id,
ReassignPrincipal = new EntityReference(
SystemUser.EntityLogicalName, _users[2]),
UserId = _users[2]
});
// give the user back their original security roles
foreach (var roleId in roleIds)
{
_serviceProxy.Associate(
SystemUser.EntityLogicalName,
_users[2],
new Relationship("systemuserroles_association"),
new EntityReferenceCollection()
{
new EntityReference(
Role.EntityLogicalName,
roleId
)
}
);
}
// deactivate business unit before deleting it
_serviceProxy.Execute(new SetStateRequest()
{
EntityMoniker = _businessUnit.ToEntityReference(),
// mark the state as inactive (value 1)
State = new OptionSetValue(1),
Status = new OptionSetValue(-1)
});
// delete business unit
_serviceProxy.Delete(BusinessUnit.EntityLogicalName,
_businessUnit.Id);
#endregion
#region remove users from team
var teamMembers = from team in _context.TeamSet
join membership in _context.TeamMembershipSet
on team.TeamId equals membership.TeamId
where team.TeamId == _team.Id
select membership.SystemUserId.Value;
_serviceProxy.Execute(new RemoveMembersTeamRequest()
{
MemberIds = teamMembers.ToArray(),
TeamId = _team.Id
});
#endregion
#region delete team
Console.WriteLine();
Console.WriteLine(" Deleting the team");
// Delete the team
_serviceProxy.Delete(Team.EntityLogicalName, _team.Id);
#endregion
DeleteRequiredRecords(promptforDelete);
}
}
// Catch any service fault exceptions that Microsoft Dynamics CRM throws.
catch (FaultException <Microsoft.Xrm.Sdk.OrganizationServiceFault> )
{
// You can handle an exception here or pass it back to the calling method.
throw;
}
}
/// <summary>
/// This method first creates 3 users, a team, 4 leads and a business unit.
/// It assigns two users to the team, and gives each user and the team a lead.
/// Then it reassigns all the leads from one of the users to another user using
/// the ReassignObjectsSystemUserRequest. Next, it reassigns all the leads from
/// the team to a user using the ReassignObjectsOwnerRequest. Third, it reassigns
/// one user from the root business unit to the created business unit, using the
/// SetBusinessSystemUserRequest message. Fourth, it reassigns all users from
/// the created business unit to the root business unit and deletes the created
/// business unit. Finally, it removes all users from the created team and
/// deletes the team.
/// </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
{
//<snippetReassignBusinessUnitMembers1>
// 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))
// Using the ServiceContext class provides access to the LINQ provider
using (_context = new ServiceContext(_serviceProxy))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
CreateRequiredRecords();
Console.WriteLine();
PrintLeads();
var users = from user in _context.SystemUserSet
select new { user.FullName, user.Id };
Dictionary<Guid, String> userMapping = new Dictionary<Guid,String>();
foreach (var user in users)
userMapping.Add(user.Id, user.FullName);
#region ReassignObjectsSystemUserRequest
// create the request
ReassignObjectsSystemUserRequest reassignRequest =
new ReassignObjectsSystemUserRequest()
{
ReassignPrincipal =
new EntityReference(SystemUser.EntityLogicalName, _users[1]),
UserId = _users[2]
};
// execute the request
Console.WriteLine();
Console.WriteLine(
" Reassigning leads from {0} to {1}",
userMapping[_users[2]],
userMapping[_users[1]]);
_serviceProxy.Execute(reassignRequest);
// check results
PrintLeads();
#endregion
#region ReassignObjectsOwnerRequest
// create the request
ReassignObjectsOwnerRequest request =
new ReassignObjectsOwnerRequest()
{
FromPrincipal = _team.ToEntityReference(),
ToPrincipal =
new EntityReference(SystemUser.EntityLogicalName, _users[0])
};
// execute the request
Console.WriteLine();
Console.WriteLine(
" Reassigning leads from {0} to {1}",
_team.Name, userMapping[_users[0]]);
_serviceProxy.Execute(request);
// check results
PrintLeads();
#endregion
#region reassign business unit members
Console.WriteLine();
Console.WriteLine(" Adding a user to the created business unit");
// track what permissions the user had before reassigning to the new
// business unit so that the permissions can be restored when the
// user is assigned back to the business unit
_originalRolesIds = new List<Guid>();
var roleIds = from user in _context.SystemUserSet
join systemuserrole in _context.SystemUserRolesSet
on user.SystemUserId equals systemuserrole.SystemUserId
join role in _context.RoleSet
on systemuserrole.RoleId equals role.RoleId
where user.SystemUserId.Value == _users[2]
select role.RoleId.Value;
foreach (var roleId in roleIds)
_originalRolesIds.Add(roleId);
// add user to the created business unit
_serviceProxy.Execute(new SetBusinessSystemUserRequest()
{
BusinessId = _buisnessUnit.Id,
ReassignPrincipal = new EntityReference(
SystemUser.EntityLogicalName,
_users[2]),
UserId = _users[2]
});
#endregion
#region delete business unit
Console.WriteLine();
Console.WriteLine(" Deleting created business unit");
// remove all users from the business unit, moving them back to the
// parent business unit
_serviceProxy.Execute(new SetBusinessSystemUserRequest()
{
BusinessId = _rootBusinessUnit.Id,
ReassignPrincipal = new EntityReference(
SystemUser.EntityLogicalName, _users[2]),
UserId = _users[2]
});
// give the user back their original security roles
foreach (var roleId in roleIds)
{
_serviceProxy.Associate(
SystemUser.EntityLogicalName,
_users[2],
new Relationship("systemuserroles_association"),
new EntityReferenceCollection() {
new EntityReference(
Role.EntityLogicalName,
roleId
)
}
);
}
// deactivate business unit before deleting it
_serviceProxy.Execute(new SetStateRequest()
{
EntityMoniker = _buisnessUnit.ToEntityReference(),
// mark the state as inactive (value 1)
State = new OptionSetValue(1),
Status = new OptionSetValue(-1)
});
// delete business unit
_serviceProxy.Delete(BusinessUnit.EntityLogicalName,
_buisnessUnit.Id);
#endregion
#region remove users from team
var teamMembers = from team in _context.TeamSet
join membership in _context.TeamMembershipSet
on team.TeamId equals membership.TeamId
where team.TeamId == _team.Id
select membership.SystemUserId.Value;
_serviceProxy.Execute(new RemoveMembersTeamRequest()
{
MemberIds = teamMembers.ToArray(),
TeamId = _team.Id
});
#endregion
#region delete team
Console.WriteLine();
Console.WriteLine(" Deleting the team");
// Delete the team
_serviceProxy.Delete(Team.EntityLogicalName, _team.Id);
#endregion
DeleteRequiredRecords(promptforDelete);
}
//</snippetReassignBusinessUnitMembers1>
}
// 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;
}
}
