/// <summary>
/// Pre-Validation method will default the values of contact preference fields
/// </summary>
private static void PreValidateContactCreate(IPluginExecutionContext context, IOrganizationService service)
{
Entity contactEntity = (Entity)context.InputParameters["Target"];
OptionSetValue doNotAllow = new OptionSetValue(1);
contactEntity.SetAttribute("donotemail", doNotAllow);
contactEntity.SetAttribute("donotpostalmail", doNotAllow);
contactEntity.SetAttribute("donotbulkemail", doNotAllow);
contactEntity.SetAttribute("donotfax", doNotAllow);
// Get a count of child phone call entities associated with this Contact
QueryExpression query = new QueryExpression();
query.EntityName = "phonecall";
query.ColumnSet = new ColumnSet(allColumns: true);
query.Criteria = new FilterExpression();
query.Criteria.AddCondition(new ConditionExpression("regardingobjectid", ConditionOperator.Equal, context.PrimaryEntityId));
RetrieveMultipleRequest request = new RetrieveMultipleRequest();
request.Query = query;
IEnumerable<Entity> results = ((RetrieveMultipleResponse)service.Execute(request)).EntityCollection.Entities;
if (results.Any())
{
// Do not default contact preference for phone if there are already some associated phone calls
// Why? Because! Testing!
contactEntity.SetAttribute("donotphone", doNotAllow);
}
}
private static Guid FindPluginAssembly(OrganizationService service, string assemblyName)
{
var query = new QueryExpression
{
EntityName = "pluginassembly",
ColumnSet = null,
Criteria = new FilterExpression()
};
query.Criteria.AddCondition("name", ConditionOperator.Equal, assemblyName);
var request = new RetrieveMultipleRequest
{
Query = query
};
var response = (RetrieveMultipleResponse)service.Execute(request);
if (response.EntityCollection.Entities.Count == 1)
{
var id = response.EntityCollection[0].GetAttributeValue<Guid>("pluginassemblyid");
_logger.Log(LogLevel.Debug, () => string.Format("Found id {0} for assembly", id));
return id;
}
return Guid.Empty;
}
public static void When_a_query_by_attribute_is_executed_when_one_attribute_right_result_is_returned()
{
var context = new XrmFakedContext();
var account = new Account() {Id = Guid.NewGuid(), Name = "Test"};
var account2 = new Account() { Id = Guid.NewGuid(), Name = "Other account!" };
context.Initialize(new List<Entity>()
{
account, account2
});
var service = context.GetFakedOrganizationService();
QueryByAttribute query = new QueryByAttribute();
query.Attributes.AddRange(new string[] { "name" });
query.ColumnSet = new ColumnSet(new string[] { "name" });
query.EntityName = Account.EntityLogicalName;
query.Values.AddRange(new object[] { "Test" });
//Execute using a request to test the OOB (XRM) message contracts
RetrieveMultipleRequest request = new RetrieveMultipleRequest();
request.Query = query;
Collection<Entity> entityList = ((RetrieveMultipleResponse)service.Execute(request)).EntityCollection.Entities;
Assert.True(entityList.Count == 1);
Assert.Equal(entityList[0]["name"].ToString(), "Test");
}
/// <summary>
/// Gets the entity.
/// </summary>
/// <param name="logicalName">Name of the logical.</param>
/// <param name="fieldName">Name of the field.</param>
/// <param name="value">The value.</param>
/// <param name="onlyActive">if set to <c>true</c> [only active].</param>
/// <param name="columns">The columns.</param>
public override ICrmEntity GetEntity(string logicalName, string fieldName, string value, bool onlyActive, string[] columns)
{
var filters = new List <ConditionExpression> {
new ConditionExpression {
AttributeName = fieldName, Operator = ConditionOperator.Equal, Values = new object[] { value }
}
};
if (onlyActive)
{
filters.Add(new ConditionExpression {
AttributeName = "statecode", Operator = ConditionOperator.Equal, Values = new object[] { "Active" }
});
}
var filterExpression = new FilterExpression {
FilterOperator = LogicalOperator.And, Conditions = filters.ToArray()
};
var request = new RetrieveMultipleRequest
{
Query =
new QueryExpression
{
ColumnSet = columns == null ? (ColumnSetBase) new AllColumns() : new ColumnSet {
Attributes = columns
},
EntityName = logicalName,
PageInfo = new PagingInfo {
Count = 1, PageNumber = 1
},
Criteria = filterExpression
},
ReturnDynamicEntities = true
};
var response = (RetrieveMultipleResponse)this.crmService.Execute(request);
var businessEntityCollection = response.BusinessEntityCollection;
if (businessEntityCollection == null || businessEntityCollection.BusinessEntities == null || businessEntityCollection.BusinessEntities.Length <= 0)
{
return(null);
}
var dynamicEntity = businessEntityCollection.BusinessEntities[0] as DynamicEntity;
return(dynamicEntity == null ? null : new CrmEntityAdapter(this, dynamicEntity));
}
public static List <ViewDetail> GetListViews(IOrganizationService service, string entityLogicalName, int entityTypeCode, bool systemView)
{
// Retrieve Views
QueryExpression mySavedQuery = new QueryExpression
{
ColumnSet = new ColumnSet("savedqueryid", "name", "querytype", "isdefault", "returnedtypecode", "fetchxml"),
EntityName = "savedquery",
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression
{
AttributeName = "querytype",
Operator = ConditionOperator.Equal,
Values = { 0 }
},
new ConditionExpression
{
AttributeName = "returnedtypecode",
Operator = ConditionOperator.Equal,
Values = { entityTypeCode }
},
new ConditionExpression
{
AttributeName = "isquickfindquery",
Operator = ConditionOperator.Equal,
Values = { false }
}
}
}
};
RetrieveMultipleRequest retrieveSavedQueriesRequest = new RetrieveMultipleRequest {
Query = mySavedQuery
};
RetrieveMultipleResponse retrieveSavedQueriesResponse = (RetrieveMultipleResponse)service.Execute(retrieveSavedQueriesRequest);
DataCollection <Entity> savedQueries = retrieveSavedQueriesResponse.EntityCollection.Entities;
return(savedQueries.Select(x => new ViewDetail
{
Name = x.GetAttributeValue <string>("name"),
FetchXML = x.GetAttributeValue <string>("fetchxml"),
Savedqueryid = x.Id
}).ToList());
}
public List <T> ListarAtivosVencidosCumpridos(Intelbras.CRM2013.Domain.Enum.CompromissoPrograma.TipoMonitoramento tipoMonitoramento, Domain.Model.StatusCompromissos cumprido, Domain.Model.StatusCompromissos cumpridoForaPrazo)
{
var query = GetQueryExpression <T>(true);
string strFetchXml = @"<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>
<entity name='itbc_compdocanal'>
<attribute name='itbc_compdocanalid' />
<attribute name='itbc_name' />
<attribute name='itbc_validade' />
<attribute name='itbc_statuscompromissosid' />
<attribute name='itbc_compdoprogid' />
<attribute name='itbc_canalid' />
<attribute name='itbc_businessunitid' />
<order attribute='itbc_name' descending='false' />
<filter type='and'>
<condition attribute='statuscode' operator='eq' value='1' />
<filter type='or'>
<condition attribute='itbc_validade' operator='on-or-before' value='{3}' />
<condition attribute='itbc_validade' operator='null' />
</filter>
<filter type='or'>
<condition attribute='itbc_statuscompromissosid' operator='null' />
<condition attribute='itbc_statuscompromissosid' operator='in'>
<value uiname='Cumprido' uitype='itbc_statuscompromissos'>{1}</value>
<value uiname='Cumprido Fora do Prazo' uitype='itbc_statuscompromissos'>{2}</value>
</condition>
</filter>
</filter>
<link-entity name='itbc_compromissos' from='itbc_compromissosid' to='itbc_compdoprogid' alias='aa'>
<filter type='and'>
<condition attribute='itbc_tipodemonitoramento' operator='eq' value='{0}' />
</filter>
</link-entity>
</entity>
</fetch>";
strFetchXml = string.Format(strFetchXml,
(int)tipoMonitoramento,
cumprido.ID.Value,
cumpridoForaPrazo.ID.Value,
DateTime.Today.AddDays(-1).ToString("yyyy-MM-dd"));
RetrieveMultipleRequest retrieveMultiple = new RetrieveMultipleRequest()
{
Query = new FetchExpression(strFetchXml.ToString())
};
return((List <T>) this.RetrieveMultiple(retrieveMultiple.Query).List);
}
private Dictionary <string, OrganizationRequest> GetQueryOrgRequests(Dictionary <string, QueryExpression> queriesToBeProcessed)
{
Dictionary <string, OrganizationRequest> orgRequests = new Dictionary <string, OrganizationRequest>();
foreach (var queryToBeProcessed in queriesToBeProcessed)
{
RetrieveMultipleRequest retrieveMultipleRequest = new RetrieveMultipleRequest {
Query = queryToBeProcessed.Value
};
orgRequests.Add(queryToBeProcessed.Key, retrieveMultipleRequest);
}
return(orgRequests);
}
public RetrieveMultipleResponse <TicketSearchResult> RetrieveMultiple(RetrieveMultipleRequest <TicketSpecification> request)
{
return(AllTickets()
.Satisfy(request.Specification)
.Select(t => new TicketSearchResult()
{
AssignedTo = t.AssignedTo,
IsOpen = t.IsOpen,
TicketId = t.TicketId,
TicketTypeId = t.TicketTypeId,
Title = t.Title
})
.SatisfyPaging(request.PageIndex, request.PageSize)
.ToResponse(request.PageSize));
}
public List <MetaDetalhadadaUnidadeporProduto> ListarValoresPorUnidadeNegocio(Guid unidadeNegocioId, int ano, Domain.Enum.OrcamentodaUnidadeDetalhadoporProduto.Mes mes)
{
var lista = new List <MetaDetalhadadaUnidadeporProduto>();
string fetch = @"<fetch aggregate='true' no-lock='true' >
<entity name='itbc_potencialdetalhadosuper_produto' >
<attribute name='itbc_potencialplanejado' alias='valor_planejado' aggregate='sum' />
<attribute name='itbc_potencialrealizado' alias='valor_realizado' aggregate='sum' />
<attribute name='itbc_produtoid' alias='produto' groupby='true' />
<attribute name='itbc_qtdeplanejada' alias='quantidade_planejada' aggregate='sum' />
<attribute name='itbc_qtderealizada' alias='quantidade_realizada' aggregate='sum' />
<filter type='and' >
<condition attribute='itbc_ano' operator='eq' value='{0}' />
<condition attribute='itbc_mes' operator='eq' value='{2}' />
<condition attribute='itbc_unidade_negociosid' operator='eq' value='{1}' />
</filter>
</entity>
</fetch>";
fetch = string.Format(fetch, ano, unidadeNegocioId, (int)mes);
var retrieveMultiple = new RetrieveMultipleRequest()
{
Query = new FetchExpression(fetch)
};
EntityCollection collection = ((RetrieveMultipleResponse)this.Execute(retrieveMultiple)).EntityCollection;
foreach (var item in collection.Entities)
{
var produto = ((EntityReference)((AliasedValue)item.Attributes["produto"]).Value);
var potencial = new MetaDetalhadadaUnidadeporProduto(OrganizationName, IsOffline, Provider)
{
MetaPlanejada = ((Money)((AliasedValue)item.Attributes["valor_planejado"]).Value).Value,
MetaRealizada = ((Money)((AliasedValue)item.Attributes["valor_realizado"]).Value).Value,
QtdePlanejada = (decimal)((AliasedValue)item.Attributes["quantidade_planejada"]).Value,
QtdeRealizada = (decimal)((AliasedValue)item.Attributes["quantidade_realizada"]).Value,
Mes = (int)mes,
Ano = ano,
Produto = new SDKore.DomainModel.Lookup(produto.Id, produto.Name, produto.LogicalName)
};
lista.Add(potencial);
}
return(lista);
}
public List <PotencialdoKAporProduto> ListarValoresPorUnidadeNegocio(Guid unidadeNegocioId, int ano, Domain.Enum.OrcamentodaUnidadeDetalhadoporProduto.Mes mes)
{
var lista = new List <PotencialdoKAporProduto>();
string fetch = @"<fetch aggregate='true' no-lock='true' returntotalrecordcount='true' >
<entity name='itbc_metadetalhadadokaporproduto' >
<attribute name='itbc_metaplanejada' alias='valor_planejado' aggregate='sum' />
<attribute name='itbc_qtdeplanejada' alias='quantidade_planejada' aggregate='sum' />
<attribute name='itbc_metarealizada' alias='valor_realizado' aggregate='sum' />
<attribute name='itbc_qtderealizada' alias='quantidade_realizado' aggregate='sum' />
<filter type='and' >
<condition attribute='itbc_mes' operator='eq' value='{2}' />
</filter>
<link-entity name='itbc_metadokaporproduto' from='itbc_metadokaporprodutoid' to='itbc_metadokaporprodutoid' link-type='inner' alias='prod' >
<attribute name='itbc_metadokaporprodutoid' alias='id' groupby='true' />
<filter type='and' >
<condition attribute='itbc_ano' operator='eq' value='{0}' />
<condition attribute='itbc_unidade_negociosid' operator='eq' value='{1}' />
</filter>
</link-entity>
</entity>
</fetch>";
fetch = string.Format(fetch, ano, unidadeNegocioId, mes);
var retrieveMultiple = new RetrieveMultipleRequest()
{
Query = new FetchExpression(fetch)
};
EntityCollection collection = ((RetrieveMultipleResponse)this.Execute(retrieveMultiple)).EntityCollection;
foreach (var item in collection.Entities)
{
var potencialProduto = new PotencialdoKAporProduto(OrganizationName, IsOffline, Provider)
{
ID = (Guid)((AliasedValue)(item.Attributes["id"])).Value,
PotencialPlanejado = ((Money)((AliasedValue)item.Attributes["valor_planejado"]).Value).Value,
PotencialRealizado = ((Money)((AliasedValue)item.Attributes["valor_realizado"]).Value).Value,
QtdePlanejada = (decimal)((AliasedValue)(item.Attributes["quantidade_planejada"])).Value,
QtdeRealizada = (decimal)((AliasedValue)(item.Attributes["quantidade_realizado"])).Value
};
lista.Add(potencialProduto);
}
return(lista);
}
public static void When_a_query_on_lookup_is_executed_with_name_suffixed_right_result_is_returned()
{
var context = new XrmFakedContext();
var user = new SystemUser {
Id = Guid.NewGuid(), ["fullname"] = "User"
};
var user2 = new SystemUser {
Id = Guid.NewGuid(), ["fullname"] = "Other user!"
};
var account = new Account()
{
Id = Guid.NewGuid(), Name = "Test", ["createdby"] = new EntityReference(user.LogicalName, user.Id)
{
Name = user.FullName
}
};
var account2 = new Account()
{
Id = Guid.NewGuid(), Name = "Other account!", ["createdby"] = new EntityReference(user.LogicalName, user2.Id)
{
Name = user2.FullName
}
};
context.Initialize(new List <Entity>()
{
user, user2, account, account2
});
var service = context.GetFakedOrganizationService();
QueryExpression query = new QueryExpression();
query.ColumnSet = new ColumnSet(new string[] { "name" });
query.EntityName = Account.EntityLogicalName;
query.Criteria = new FilterExpression {
Conditions = { new ConditionExpression("createdbyname", ConditionOperator.Equal, "User") }
};
//Execute using a request to test the OOB (XRM) message contracts
RetrieveMultipleRequest request = new RetrieveMultipleRequest();
request.Query = query;
Collection <Entity> entityList = ((RetrieveMultipleResponse)service.Execute(request)).EntityCollection.Entities;
Assert.True(entityList.Count == 1);
Assert.Equal(entityList[0]["name"].ToString(), "Test");
}
public static DynamicEntity SelectLead(CrmService service, Dictionary <string, string> attributeDetails)
{
DynamicEntity de = null;
try
{
var conditionExpressions = new List <ConditionExpression>();
foreach (KeyValuePair <string, string> attr in attributeDetails)
{
var queryCondition = new ConditionExpression
{
AttributeName = attr.Key,
Operator = ConditionOperator.Equal,
Values = new object[] { attr.Value }
};
conditionExpressions.Add(queryCondition);
}
var filterExpression = new FilterExpression
{
FilterOperator = LogicalOperator.And,
Conditions = conditionExpressions.ToArray()
};
var queryExpression = new QueryExpression
{
EntityName = EntityName.lead.ToString(),
ColumnSet = new AllColumns(),
Criteria = filterExpression
};
var request = new RetrieveMultipleRequest {
Query = queryExpression, ReturnDynamicEntities = true
};
var response = (RetrieveMultipleResponse)service.Execute(request);
if (response.BusinessEntityCollection.BusinessEntities.Length > 0)
{
de = (DynamicEntity)response.BusinessEntityCollection.BusinessEntities[0];
}
}
catch (Exception ex)
{
throw ex;
}
return(de);
}
public void Execute(IServiceProvider serviceProvider)
{
//https://msdn.microsoft.com/en-us/library/gg509027.aspx
//When you use the Update method or UpdateRequest message, do not set the OwnerId attribute on a record unless the owner has actually changed.
//When you set this attribute, the changes often cascade to related entities, which increases the time that is required for the update operation.
//Extract the tracing service for use in debugging sandboxed plug-ins.
ITracingService tracingService =
(ITracingService)serviceProvider.GetService(typeof(ITracingService));
tracingService.Trace("Starting SendApplicationInsights at " + DateTime.Now.ToString());
// Obtain the execution context from the service provider.
IPluginExecutionContext context = (IPluginExecutionContext)
serviceProvider.GetService(typeof(IPluginExecutionContext));
// Obtain the organization service reference.
IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);
Entity entity = (Entity)context.InputParameters["Target"];
//Check to see if this is a create of a new employee booking.
if (context.MessageName == "Create")
{
QueryExpression query = new QueryExpression();
query.ColumnSet = new ColumnSet(true);
query.EntityName = "incident";
//FilterExpression fe = new FilterExpression();
//fe.FilterOperator = LogicalOperator.And;
//ConditionExpression ceArea = new ConditionExpression();
//ceArea.AttributeName = "msft_areaid";
//ceArea.Operator = ConditionOperator.Equal;
//ceArea.Values.Add(((EntityReference)entity.Attributes["msft_areaid"]).Id);
//fe.AddCondition(ceArea);
//query.Criteria = new FilterExpression();
//query.Criteria = fe;
////Order by Start Arrival Time ascending
//query.AddOrder("msft_arrivaltimestart", OrderType.Ascending);
query.NoLock = false;
RetrieveMultipleRequest request = new RetrieveMultipleRequest();
request.Query = query;
tracingService.Trace("Executing the Query for entity {0}", query.EntityName);
Collection <Entity> entityList = ((RetrieveMultipleResponse)service.Execute(request)).EntityCollection.Entities;
tracingService.Trace("Returned the Query Response for entity {0}", query.EntityName);
//Thread.Sleep(180000);
}
}
/// <summary>
/// Creates and executes a RetrieveMultipleRequest to CRM
/// </summary>
/// <param name="service">The CRM Service</param>
/// <param name="query">The query to be executed</param>
/// <param name="totalCount">The total number of records found</param>
/// <returns>A list of entities retrieved from CRM</returns>
public static List<Entity> ExecuteQueryExpression(IOrganizationService service, QueryExpression query, out int totalCount)
{
RetrieveMultipleRequest multipleRequest = new RetrieveMultipleRequest();
multipleRequest.Query = query;
RetrieveMultipleResponse response = (RetrieveMultipleResponse)Execute(service, multipleRequest);
totalCount = response.EntityCollection.TotalRecordCount;
List<Entity> dynamicEntities = new List<Entity>();
foreach (Entity businessEntity in response.EntityCollection.Entities)
{
dynamicEntities.Add(businessEntity);
}
return dynamicEntities;
}
public List <MetadoCanalporProduto> ListarValoresPorUnidadeNegocio(Guid unidadeNegocioId, int ano, Guid canalId)
{
var lista = new List <MetadoCanalporProduto>();
string fetch = @"<fetch aggregate='true' no-lock='true' >
<entity name='itbc_metadetalhadadocanalporproduto' >
<attribute name='itbc_qtderealizada' alias='quantidade_realizado' aggregate='sum' />
<attribute name='itbc_metarealizada' alias='valor_realizado' aggregate='sum' />
<attribute name='itbc_qtdeplanejada' alias='quantidade_planejada' aggregate='sum' />
<attribute name='itbc_metaplanejada' alias='valor_planejado' aggregate='sum' />
<filter type='and' >
<condition attribute='itbc_ano' operator='eq' value='{0}' />
<condition attribute='itbc_unidade_negocio' operator='eq' value='{1}' />
<condition attribute='itbc_canalid' operator='eq' value='{2}' />
</filter>
<link-entity name='itbc_metadocanalporproduto' from='itbc_metadocanalporprodutoid' to='itbc_metadocanalporprodutoid' >
<attribute name='itbc_metadocanalporprodutoid' alias='id' groupby='true' />
</link-entity>
</entity>
</fetch>";
fetch = string.Format(fetch, ano, unidadeNegocioId, canalId);
var retrieveMultiple = new RetrieveMultipleRequest()
{
Query = new FetchExpression(fetch)
};
EntityCollection collection = ((RetrieveMultipleResponse)this.Execute(retrieveMultiple)).EntityCollection;
foreach (var item in collection.Entities)
{
var meta = new MetadoCanalporProduto(OrganizationName, IsOffline, Provider)
{
ID = (Guid)((AliasedValue)(item.Attributes["id"])).Value,
MetaPlanejada = ((Money)((AliasedValue)item.Attributes["valor_planejado"]).Value).Value,
MetaRealizada = ((Money)((AliasedValue)item.Attributes["valor_realizado"]).Value).Value
//qu = (decimal)((AliasedValue)(item.Attributes["quantidade_planejada"])).Value,
//QtdeRealizada = (decimal)((AliasedValue)(item.Attributes["quantidade_realizado"])).Value
};
lista.Add(meta);
}
return(lista);
}
public IEnumerable <new_incidentservice> GetAll()
{
int fetchCount = 1000;
// Initialize the page number.
int pageNumber = 1;
// Specify the current paging cookie. For retrieving the first page,
// pagingCookie should be null.
List <new_incidentservice> new_incidentservices = new List <new_incidentservice>();
string pagingCookie = null;
var fetchXml = @"<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>
<entity name='new_incidentservice'>
<all-attributes />
<filter type='and'>
<condition attribute='statecode' operator='eq' value='0' />
</filter>
</entity>
</fetch>";
while (true)
{
string xml = CreateXml(fetchXml, pagingCookie, pageNumber, fetchCount);
RetrieveMultipleRequest fetchRequest1 = new RetrieveMultipleRequest
{
Query = new FetchExpression(xml)
};
EntityCollection returnCollection = ((RetrieveMultipleResponse)_service.Execute(fetchRequest1)).EntityCollection;
foreach (var c in returnCollection.Entities)
{
var ins = c.ToEntity <new_incidentservice>();
new_incidentservices.Add(ins);
}
// Check for morerecords, if it returns 1.
if (returnCollection.MoreRecords)
{
pageNumber++;// Increment the page number to retrieve the next page.
}
else
{
break; // If no more records in the result nodes, exit the loop.
}
}
return(new_incidentservices);
}
public T ObterPorCompCanal(Guid CompromissosDoCanalId)
{
var query = GetQueryExpression <T>(true);
RetrieveMultipleRequest retrieveMultiple;
StringBuilder strFetchXml = new StringBuilder();
strFetchXml.Append("<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='true'> ");
strFetchXml.Append(" <entity name='itbc_compromissos'> ");
strFetchXml.Append("<attribute name='itbc_compromissosid' /> ");
strFetchXml.Append("<attribute name='itbc_name' /> ");
strFetchXml.Append("<attribute name='createdon' /> ");
strFetchXml.Append("<attribute name='itbc_tipodemonitoramento' /> ");
strFetchXml.Append("<attribute name='statecode' /> ");
strFetchXml.Append("<attribute name='overriddencreatedon' /> ");
strFetchXml.Append("<attribute name='statuscode' /> ");
strFetchXml.Append("<attribute name='modifiedonbehalfby' /> ");
strFetchXml.Append("<attribute name='modifiedby' /> ");
strFetchXml.Append("<attribute name='itbc_descricaoid' /> ");
strFetchXml.Append("<attribute name='modifiedon' /> ");
strFetchXml.Append("<attribute name='createdonbehalfby' /> ");
strFetchXml.Append("<attribute name='createdby' /> ");
strFetchXml.Append("<attribute name='itbc_codigo' /> ");
strFetchXml.Append(" <order attribute='itbc_name' descending='false' /> ");
strFetchXml.Append(" <link-entity name='itbc_compdocanal' from='itbc_compdoprogid' to='itbc_compromissosid' alias='ae'> ");
strFetchXml.Append(" <filter type='and'> ");
strFetchXml.AppendFormat(" <condition attribute='itbc_compdocanalid' operator='eq' uitype='itbc_compdocanal' value='{0}' /> ", CompromissosDoCanalId);
strFetchXml.Append(" </filter> ");
strFetchXml.Append(" </link-entity> ");
strFetchXml.Append(" </entity> ");
strFetchXml.Append("</fetch> ");
// Build fetch request and obtain results.
retrieveMultiple = new RetrieveMultipleRequest()
{
Query = new FetchExpression(strFetchXml.ToString())
};
var colecao = this.RetrieveMultiple(retrieveMultiple.Query);
if (colecao.List.Count == 0)
{
return(default(T));
}
return(colecao.List[0]);
}
public List<Solution> GetSolutions()
{
List<Solution> orgs = new List<Solution>();
QueryExpression query = new QueryExpression("solution");
query.ColumnSet = new ColumnSet(true);
RetrieveMultipleRequest req = new RetrieveMultipleRequest();
req.Query = query;
RetrieveMultipleResponse response = (RetrieveMultipleResponse)CrmService.Execute(req);
foreach (Entity org in response.EntityCollection.Entities)
{
orgs.Add(new Solution() { Id=org.Id, Name=org["uniquename"] as string});
}
return orgs;
}
private void buttonExecFetch_Click(object sender, EventArgs e)
{
// exec the fetch and bind to the grid
if (XmlViewerCRMDataGrid.IsValidXml)
{
var fetchReq = new RetrieveMultipleRequest
{
Query = new FetchExpression(XmlViewerCRMDataGrid.Text)
};
var fetchResult = Service.Execute(fetchReq) as RetrieveMultipleResponse;
CrmGridView.DataSource = fetchResult.EntityCollection;
MessageBox.Show(fetchResult.EntityCollection.EntityName);
}
}
public static void FakeRetrieveMultiple(XrmFakedContext context, IOrganizationService fakedService)
{
//refactored from RetrieveMultipleExecutor
A.CallTo(() => fakedService.RetrieveMultiple(A <QueryBase> ._))
.ReturnsLazily((QueryBase req) =>
{
var request = new RetrieveMultipleRequest()
{
Query = req
};
var executor = new RetrieveMultipleRequestExecutor();
var response = executor.Execute(request, context) as RetrieveMultipleResponse;
return(response.EntityCollection);
});
}
public static List <ViewDetail> GetListUserViews(IOrganizationService service, string entityLogicalName, int entityTypeCode)
{
WhoAmIRequest systemUserRequest = new WhoAmIRequest();
WhoAmIResponse systemUserResponse = (WhoAmIResponse)service.Execute(systemUserRequest);
Guid userId = systemUserResponse.UserId;
var query = new QueryExpression
{
EntityName = "userquery",
ColumnSet = new ColumnSet("userqueryid", "name", "fetchxml"),
Criteria = new FilterExpression
{
FilterOperator = LogicalOperator.And,
Conditions =
{
new ConditionExpression
{
AttributeName = "returnedtypecode",
Operator = ConditionOperator.Equal,
Values = { entityTypeCode }
},
new ConditionExpression
{
AttributeName = "owninguser",
Operator = ConditionOperator.Equal,
Values = { userId }
}
}
}
};
RetrieveMultipleRequest retrieveSavedQueriesRequest = new RetrieveMultipleRequest {
Query = query
};
RetrieveMultipleResponse retrieveSavedQueriesResponse = (RetrieveMultipleResponse)service.Execute(retrieveSavedQueriesRequest);
DataCollection <Entity> savedQueries = retrieveSavedQueriesResponse.EntityCollection.Entities;
return(savedQueries.Select(x => new ViewDetail
{
Name = x.GetAttributeValue <string>("name"),
FetchXML = x.GetAttributeValue <string>("fetchxml"),
Savedqueryid = x.Id
}).ToList());
}
/// <summary>
/// Query CRM to get Portal Search Enabled entities
/// </summary>
/// <returns>
/// The search enabled entities.
/// </returns>
public HashSet <string> GetPortalSearchEnabledEntities()
{
this.SearchEnabledEntities = new HashSet <string>();
this.SearchSavedQueries = new HashSet <SearchSavedQuery>();
FilterExpression filterExpression = new FilterExpression();
filterExpression.AddCondition("name", ConditionOperator.Equal, this.GetSearchSavedQueryViewName());
filterExpression.AddCondition("componentstate", ConditionOperator.Equal, 0);
QueryExpression query = new QueryExpression()
{
EntityName = "savedquery",
ColumnSet = new ColumnSet("returnedtypecode", "savedqueryidunique"),
Criteria = filterExpression
};
var request = new RetrieveMultipleRequest()
{
Query = query
};
var response = (RetrieveMultipleResponse)this.OrganizationServiceContext.Execute(request);
var entities = response.EntityCollection.Entities;
foreach (Entity entity in entities)
{
var savedQueryItem = new SearchSavedQuery(entity);
ADXTrace.Instance.TraceInfo(TraceCategory.Application, string.Format("Entity {0} has Portal Search View Present in CRM ", savedQueryItem.EntityName));
this.SearchEnabledEntities.Add(savedQueryItem.EntityName);
this.SearchSavedQueries.Add(savedQueryItem);
}
// These entities are not searchable but changes to them can invalidate certain searchable entities
List <string> searchAffectingEntities = new List <string>()
{
"adx_webpageaccesscontrolrule",
"adx_communityforumaccesspermission",
"connection",
"adx_contentaccesslevel",
"adx_knowledgearticlecontentaccesslevel",
"adx_webpageaccesscontrolrule_webrole",
"adx_website",
"savedquery"
};
searchAffectingEntities.ForEach(x => this.SearchEnabledEntities.Add(x));
return(this.SearchEnabledEntities);
}
public override void ExecuteCRMWorkFlowActivity(CodeActivityContext executionContext, LocalWorkflowContext crmWorkflowContext)
{
if (crmWorkflowContext == null)
{
throw new ArgumentNullException("crmWorkflowContext");
}
var tracingService = executionContext.GetExtension <ITracingService>();
var service = crmWorkflowContext.OrganizationService;
var context = crmWorkflowContext.WorkflowExecutionContext;
var appLineId = context.PrimaryEntityId;
var appId = GetApplication.Get <EntityReference>(executionContext).Id;
tracingService.Trace("inside GetMainActivityForApplication ");
var fetchXml = @"<fetch >
<entity name='defra_applicationline'>
<attribute name='defra_applicationlineid' />
<attribute name='defra_name' />
<attribute name='defra_standardruleid' />
<attribute name='defra_linetype' />
<attribute name='defra_itemid' />
<attribute name='defra_item_type' />
<attribute name='defra_value' />
<order attribute='defra_value' descending='true' />
<filter type='and'>
<condition attribute='defra_applicationid' operator='eq' uitype='defra_application' value='{" + appId + @"}' />
<condition attribute='statecode' value='0' operator='eq'/>
</filter>
</entity>
</fetch>";
tracingService.Trace(fetchXml);
RetrieveMultipleRequest fetchRequest = new RetrieveMultipleRequest
{
Query = new FetchExpression(fetchXml)
};
var result = ((RetrieveMultipleResponse)service.Execute(fetchRequest)).EntityCollection.Entities.FirstOrDefault().ToEntityReference();
MianActivity.Set(executionContext, result);
tracingService.Trace("GetMainActivityForApplication done");
}
/// <summary>
///
/// </summary>
/// <param name="connection"></param>
/// <param name="entityLogicalName"></param>
/// <returns></returns>
public static List <Dynamics365Workflow> GetWorkflows(Dynamics365Connection connection, string entityLogicalName)
{
ConnectionCache cache = new ConnectionCache(connection);
string cacheKey = string.Format("GetOnDemandWorkflows:{0}", entityLogicalName);
List <Dynamics365Workflow> workflows = (List <Dynamics365Workflow>)cache[cacheKey];
if (workflows == default(List <Dynamics365Workflow>))
{
workflows = new List <Dynamics365Workflow>();
QueryExpression workflowQuery = new QueryExpression("workflow")
{
ColumnSet = new ColumnSet(true)
};
using (OrganizationServiceProxy proxy = connection.OrganizationServiceProxy)
{
workflowQuery.Criteria.AddCondition(new ConditionExpression("category", ConditionOperator.Equal, 0)); // workflow
workflowQuery.Criteria.AddCondition(new ConditionExpression("primaryentity", ConditionOperator.Equal, entityLogicalName));
workflowQuery.Criteria.AddCondition(new ConditionExpression("statecode", ConditionOperator.Equal, 1)); // activated
workflowQuery.Criteria.AddCondition(new ConditionExpression("type", ConditionOperator.Equal, 1)); // definition
workflowQuery.Criteria.AddCondition(new ConditionExpression("ondemand", ConditionOperator.Equal, true));
RetrieveMultipleRequest workflowRequest = new RetrieveMultipleRequest()
{
Query = workflowQuery
};
RetrieveMultipleResponse workflowResponse = (RetrieveMultipleResponse)proxy.Execute(workflowRequest);
foreach (Microsoft.Xrm.Sdk.Entity workflowMetadata in workflowResponse.EntityCollection.Entities)
{
workflows.Add(new Dynamics365Workflow()
{
ID = workflowMetadata.Id,
Name = workflowMetadata.Attributes["name"].ToString()
});
}
}
workflows.Sort((workflow1, workflow2) => workflow1.Name.CompareTo(workflow2.Name));
cache[cacheKey] = workflows;
}
return(workflows);
}
/// <summary>
/// Method to Get a Record and return
/// it in the form of a Dynamic Entity Object
/// to the calling function
/// </summary>
/// <param name="poGuid"></param>
/// <param name="psEntityName"></param>
/// <param name="psAttributeName"></param>
/// <param name="poService"></param>
/// <param name="paColumnSet"></param>
/// <returns></returns>
public static DynamicEntity GetDynamicEntityBasedOnGuid(Guid poGuid, string psEntityName, string psAttributeName, CrmService poService, ArrayList paColumnSet)
{
CrmService loService = poService;
QueryExpression loQuery = new QueryExpression();
DynamicEntity loDynamicEntity = null;
ColumnSet loColSet = new ColumnSet();
foreach (string lsColumnItem in paColumnSet)
{
loColSet.AddColumn(lsColumnItem);
}
try
{
ConditionExpression loCondition = new ConditionExpression(psAttributeName, ConditionOperator.Equal, poGuid);
FilterExpression loFilter = new FilterExpression();
loQuery.EntityName = psEntityName;
loQuery.ColumnSet = loColSet;
loFilter.Conditions.Add(loCondition);
loQuery.Criteria = loFilter;
RetrieveMultipleRequest loRetrieve = new RetrieveMultipleRequest();
loRetrieve.Query = loQuery;
loRetrieve.ReturnDynamicEntities = true;
RetrieveMultipleResponse loResponse = (RetrieveMultipleResponse)loService.Execute(loRetrieve);
if (loResponse.BusinessEntityCollection.BusinessEntities.Count > 0)
{
loDynamicEntity = (DynamicEntity)loResponse.BusinessEntityCollection.BusinessEntities[0];
}
}
catch (System.Web.Services.Protocols.SoapException ex)
{
MessageBox.Show("Error: " + ex.Detail.InnerXml.ToString());
}
catch (Exception ex)
{
MessageBox.Show("Error: " + ex.Message.ToString());
}
return(loDynamicEntity);
}
/// <summary>
/// Returns a list of entities
/// </summary>
/// <param name="service">OrganizationServiceProxy</param>
/// <param name="EntityName">The name of the entity</param>
/// <param name="Columns">An array of strings with column names. Send an empty string array to return all columns </param>
/// <param name="Filter">A filterexpression object.</param>
/// <returns></returns>
private EntityCollection Query(IOrganizationService service, String EntityName, String[] Columns, FilterExpression Filter)
{
QueryExpression GetCustomersQuery = new QueryExpression()
{
EntityName = EntityName,
ColumnSet = Columns.Length == 0 ? new ColumnSet(true) : new ColumnSet(Columns),
Criteria = Filter
};
int page = 1;
string cookie = "";
EntityCollection Entities = new EntityCollection();
while (true)
{
GetCustomersQuery.PageInfo = new PagingInfo()
{
Count = 5000,
PageNumber = page,
PagingCookie = cookie
};
RetrieveMultipleRequest GetCustomersQueryRequest = new RetrieveMultipleRequest()
{
Query = GetCustomersQuery
};
RetrieveMultipleResponse GetCustomersQueryResponse = (RetrieveMultipleResponse)service.Execute(GetCustomersQueryRequest);
//Loop through each result and put it into objects and a list.
foreach (Entity e in GetCustomersQueryResponse.EntityCollection.Entities)
{
Entities.Entities.Add(e);
}
page++;
cookie = GetCustomersQueryResponse.EntityCollection.PagingCookie;
if (!GetCustomersQueryResponse.EntityCollection.MoreRecords)
{
break;
}
}
return(Entities);
}
public MetadaUnidade ObterValoresPor(Guid unidadeNegocioId, int ano)
{
string fetch = @"<fetch aggregate='true' no-lock='true' >
<entity name='itbc_metadokaporsegmento' >
<attribute name='itbc_metaplanejada' alias='valor_planejado' aggregate='sum' />
<attribute name='itbc_metarealizada' alias='valor_realizado' aggregate='sum' />
<filter type='and' >
<condition attribute='itbc_ano' operator='eq' value='{0}' />
<condition attribute='itbc_unidadedenegocioid' operator='eq' value='{1}' />
</filter>
</entity>
</fetch>";
fetch = string.Format(fetch, ano, unidadeNegocioId);
var retrieveMultiple = new RetrieveMultipleRequest()
{
Query = new FetchExpression(fetch)
};
EntityCollection collection = ((RetrieveMultipleResponse)this.Execute(retrieveMultiple)).EntityCollection;
if (collection.Entities.Count > 0)
{
var item = collection.Entities[0];
var metaDaUnidade = new MetadaUnidade(OrganizationName, IsOffline, Provider);
if (item.Attributes.Contains("valor_planejado"))
{
metaDaUnidade.MetaPlanejada = ((Money)((AliasedValue)item.Attributes["valor_planejado"]).Value).Value;
}
if (item.Attributes.Contains("valor_realizado"))
{
metaDaUnidade.MetaRealizada = ((Money)((AliasedValue)item.Attributes["valor_realizado"]).Value).Value;
}
return(metaDaUnidade);
}
else
{
return(null);
}
}
public T ObterPorSegmento(Guid segmnetoId)
{
var query = GetQueryExpression <T>(true);
RetrieveMultipleRequest retrieveMultiple;
StringBuilder strFetchXml = new StringBuilder();
strFetchXml.Append("<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='true'> ");
strFetchXml.Append(" <entity name='itbc_metakeyaccount'> ");
strFetchXml.Append(" <attribute name='itbc_ano' /> ");
strFetchXml.Append(" <attribute name='itbc_unidadedenegocioid' /> ");
strFetchXml.Append(" <attribute name='itbc_trimestre' /> ");
strFetchXml.Append(" <attribute name='itbc_metarealizada' /> ");
strFetchXml.Append(" <attribute name='itbc_metaplanejada' /> ");
strFetchXml.Append(" <attribute name='itbc_contact' /> ");
strFetchXml.Append(" <attribute name='itbc_metakeyaccountid' /> ");
strFetchXml.Append(" <order attribute='itbc_ano' descending='false' /> ");
strFetchXml.Append(" <link-entity name='itbc_metatrimestreka' from='itbc_metadokarepresentanteid' to='itbc_metakeyaccountid' alias='ae'> ");
strFetchXml.Append(" <link-entity name='itbc_metadokaporsegmento' from='itbc_metatrimestrekaid' to='itbc_metatrimestrekaid' alias='af'> ");
strFetchXml.Append(" <filter type='and'> ");
strFetchXml.AppendFormat(" <condition attribute='itbc_segmentoid' operator='eq' uitype='itbc_segmento' value='{0}' /> ", segmnetoId);
strFetchXml.Append(" </filter> ");
strFetchXml.Append(" </link-entity> ");
strFetchXml.Append(" </link-entity> ");
strFetchXml.Append(" </entity> ");
strFetchXml.Append("</fetch> ");
// Build fetch request and obtain results.
retrieveMultiple = new RetrieveMultipleRequest()
{
Query = new FetchExpression(strFetchXml.ToString())
};
var lst = this.RetrieveMultiple(retrieveMultiple.Query).List;
if (lst.Count > 0)
{
return(this.RetrieveMultiple(retrieveMultiple.Query).List[0]);
}
return(default(T));
}
public IEnumerable <EntityReference> Get(IOrganizationService service, string fetchXml, int fetchCount)
{
int pageNumber = 1;
EntityCollection returnCollection = null;
while (true)
{
// Build fetchXml string with the placeholders.
var xml = CreateXml(fetchXml, pageNumber, fetchCount);
xml = xml.RemoveDuplicateAliasJ();
// Excute the fetch query and get the xml result.
var fetchRequest1 = new RetrieveMultipleRequest
{
Query = new FetchExpression(xml)
};
try
{
returnCollection = ((RetrieveMultipleResponse)service.Execute(fetchRequest1)).EntityCollection;
}
catch (FaultException <OrganizationServiceFault> ee)
{
// You can handle an exception here or pass it back to the calling method.
Log(ee, "FetchExpression:" + xml);
break;
}
if (returnCollection != null)
{
foreach (Entity entityMember in returnCollection.Entities)
{
yield return(entityMember.ToEntityReference());
}
// Check for morerecords, if it returns 1.
if (returnCollection.MoreRecords)
{
pageNumber++;// Increment the page number to retrieve the next page.
}
else
{
break; // If no more records in the result nodes, exit the loop.
}
}
}
}
/// <summary>
/// Retrieve all entity records using up to three fields and values
/// </summary>
/// <param name="service"></param>
/// <param name="entityName">Name of the entity (Constants.ENTITYNAME.This)</param>
/// <param name="entitySearchField1">Name of the 1st entity field to filter by (Constants.ENTITYNAME.FIELD)</param>
/// <param name="entitySearchFieldValue1">Value for the 1st entity field to filter by</param>
/// <param name="entitySearchField2">Name of the 2nd entity field to filter by (Constants.ENTITYNAME.FIELD)</param>
/// <param name="entitySearchFieldValue2">Value for the 2nd entity field to filter by</param>
/// <param name="entitySearchField3">Name of the 3rd entity field to filter by (Constants.ENTITYNAME.FIELD)</param>
/// <param name="entitySearchFieldValue3">Value for the 3rd entity field to filter by</param>
/// <param name="columnSet"></param>
/// <param name="activeRecordsOnly">Optional - Selects only records with statecode of 0, which is usually active, or open records</param>
/// <returns></returns>
static public List <Entity> EntitiesList(IOrganizationService service, string entityName, string entitySearchField1, object entitySearchFieldValue1,
string entitySearchField2, object entitySearchFieldValue2, string entitySearchField3, object entitySearchFieldValue3, ColumnSet columnSet, bool activeRecordsOnly = false)
{
RetrieveMultipleRequest getRequest = new RetrieveMultipleRequest();
QueryExpression qex = new QueryExpression(entityName);
if (columnSet == null)
{
qex.ColumnSet = new ColumnSet(true); // They get all
}
else
{
qex.ColumnSet = columnSet; // Give them just what they asked for
}
qex.Criteria = new FilterExpression();
qex.Criteria.FilterOperator = LogicalOperator.And;
if (entitySearchFieldValue1 != null)
{
qex.Criteria.AddCondition(new ConditionExpression(entitySearchField1, ConditionOperator.Equal, entitySearchFieldValue1));
}
if (entitySearchFieldValue2 != null)
{
qex.Criteria.AddCondition(new ConditionExpression(entitySearchField2, ConditionOperator.Equal, entitySearchFieldValue2));
}
if (entitySearchFieldValue3 != null)
{
qex.Criteria.AddCondition(new ConditionExpression(entitySearchField3, ConditionOperator.Equal, entitySearchFieldValue3));
}
if (activeRecordsOnly)
{
qex.Criteria.AddCondition(new ConditionExpression("statecode", ConditionOperator.Equal, 0));
}
getRequest.Query = qex;
RetrieveMultipleResponse returnValues = (RetrieveMultipleResponse)service.Execute(getRequest);
if (returnValues.EntityCollection.Entities != null)
{
return(returnValues.EntityCollection.Entities.ToList());
}
return(null);
}
public static List <Dynamics365Team> GetTeams(Dynamics365Connection connection)
{
ConnectionCache cache = new ConnectionCache(connection);
string cacheKey = "GetTeams:{0}";
List <Dynamics365Team> teams = (List <Dynamics365Team>)cache[cacheKey];
if (teams == default(List <Dynamics365Team>))
{
teams = new List <Dynamics365Team>();
QueryExpression teamQuery = new QueryExpression("team")
{
ColumnSet = new ColumnSet(true)
};
using (OrganizationServiceProxy proxy = connection.OrganizationServiceProxy)
{
if (connection.IsVersionOrAbove(CrmVersion.Crm2013))
{
teamQuery.Criteria.AddCondition(new ConditionExpression("teamtype", ConditionOperator.Equal, 0));
}
RetrieveMultipleRequest teamRequest = new RetrieveMultipleRequest()
{
Query = teamQuery
};
RetrieveMultipleResponse teamResponse = (RetrieveMultipleResponse)proxy.Execute(teamRequest);
foreach (Microsoft.Xrm.Sdk.Entity teamMetadata in teamResponse.EntityCollection.Entities)
{
teams.Add(new Dynamics365Team()
{
ID = teamMetadata.Id,
Name = teamMetadata.Attributes["name"].ToString()
});
}
teams.Sort((team1, team2) => team1.Name.CompareTo(team2.Name));
}
cache[cacheKey] = teams;
}
return(teams);
}
public IEnumerable<new_incidentservice> GetAll()
{
int fetchCount = 1000;
// Initialize the page number.
int pageNumber = 1;
// Specify the current paging cookie. For retrieving the first page,
// pagingCookie should be null.
List<new_incidentservice> new_incidentservices = new List<new_incidentservice>();
string pagingCookie = null;
var fetchXml = @"<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>
<entity name='new_incidentservice'>
<all-attributes />
<filter type='and'>
<condition attribute='statecode' operator='eq' value='0' />
</filter>
</entity>
</fetch>";
while (true)
{
string xml = CreateXml(fetchXml, pagingCookie, pageNumber, fetchCount);
RetrieveMultipleRequest fetchRequest1 = new RetrieveMultipleRequest
{
Query = new FetchExpression(xml)
};
EntityCollection returnCollection = ((RetrieveMultipleResponse)_service.Execute(fetchRequest1)).EntityCollection;
foreach (var c in returnCollection.Entities)
{
var ins = c.ToEntity<new_incidentservice>();
new_incidentservices.Add(ins);
}
// Check for morerecords, if it returns 1.
if (returnCollection.MoreRecords)
pageNumber++;// Increment the page number to retrieve the next page.
else
break; // If no more records in the result nodes, exit the loop.
}
return new_incidentservices;
}
/// <summary>
/// Internal many to many relationship key gathering helper
/// </summary>
/// <param name="service"></param>
/// <param name="primaryAttribute"></param>
/// <param name="secondaryEntity"></param>
/// <param name="secondaryAttribute"></param>
/// <param name="intersection"></param>
/// <param name="currentEntityName"></param>
/// <param name="currentRecordId"></param>
/// <returns></returns>
private static IList <Guid> GatherKeysInternal(IOrganizationService service, string primaryAttribute, string secondaryEntity, string secondaryAttribute, string intersection, string currentEntityName, Guid currentRecordId)
{
var query = new QueryExpression();
var secondaryToIntersection = new LinkEntity();
var intersectionToPrimary = new LinkEntity();
var primaryCondition = new ConditionExpression();
// Chain all links
query.EntityName = secondaryEntity;
query.LinkEntities.Add(secondaryToIntersection);
secondaryToIntersection.LinkEntities.Add(intersectionToPrimary);
intersectionToPrimary.LinkCriteria.Conditions.Add(primaryCondition);
// First link
secondaryToIntersection.LinkToEntityName = intersection;
secondaryToIntersection.LinkFromAttributeName =
secondaryToIntersection.LinkToAttributeName = secondaryAttribute;
// Second link
intersectionToPrimary.LinkToEntityName = currentEntityName;
intersectionToPrimary.LinkFromAttributeName =
intersectionToPrimary.LinkToAttributeName = primaryAttribute;
// Condition
primaryCondition.AttributeName = primaryAttribute;
primaryCondition.Operator = ConditionOperator.Equal;
primaryCondition.Values.Add(currentRecordId.ToString());
var retrieveRequest = new RetrieveMultipleRequest()
{
Query = query
};
var list = new List <Guid>();
var retrieveResponse = (RetrieveMultipleResponse)service.Execute(retrieveRequest);
foreach (var entity in retrieveResponse.EntityCollection.Entities)
{
list.Add(entity.Id);
}
return(list);
}
/// <summary>
///
/// </summary>
/// <param name="entity"></param>
/// <param name="connection"></param>
/// <returns></returns>
private static List <Dynamics365View> GetPersonalViews(Dynamics365Entity entity, IConnection connection)
{
ConnectionCache cache = new ConnectionCache(connection);
string cacheKey = string.Format("GetPersonalViews:{0}:{1}", typeof(Dynamics365View).Name, entity.LogicalName);
List <Dynamics365View> views = (List <Dynamics365View>)cache[cacheKey];
if (views == null)
{
views = new List <Dynamics365View>();
QueryExpression query = new QueryExpression("userquery");
query.Criteria.AddCondition("returnedtypecode", ConditionOperator.Equal, entity.ObjectTypeCode);
query.Criteria.AddCondition("fetchxml", ConditionOperator.NotNull);
query.Criteria.AddCondition("statecode", ConditionOperator.Equal, 0);
query.ColumnSet = new ColumnSet(new string[] { "name", "fetchxml" }); // todo - not working?
RetrieveMultipleRequest request = new RetrieveMultipleRequest()
{
Query = query
};
using (OrganizationServiceProxy proxy = ((Dynamics365Connection)connection).OrganizationServiceProxy)
{
RetrieveMultipleResponse response = (RetrieveMultipleResponse)proxy.Execute(request);
foreach (Entity viewEntity in response.EntityCollection.Entities)
{
Dynamics365View view = new Dynamics365View()
{
ID = viewEntity.Id,
DisplayName = (string)viewEntity.Attributes["name"],
FetchXml = (string)viewEntity.Attributes["fetchxml"]
};
views.Add(view);
}
views.Sort((view1, view2) => view1.DisplayName.CompareTo(view2.DisplayName));
}
cache[cacheKey] = views;
}
return(views);
}
public OrganizationResponse Execute(OrganizationRequest request, XrmFakedContext ctx)
{
var executeFetchRequest = (ExecuteFetchRequest)request;
if (executeFetchRequest.FetchXml == null)
{
throw new FaultException <OrganizationServiceFault>(new OrganizationServiceFault(), "You need to provide FetchXml value");
}
var service = ctx.GetFakedOrganizationService();
var retrieveMultiple = new RetrieveMultipleRequest()
{
Query = new FetchExpression(executeFetchRequest.FetchXml)
};
var queryResult = (service.Execute(retrieveMultiple) as RetrieveMultipleResponse).EntityCollection;
XDocument doc = new XDocument(new XElement("resultset",
new XAttribute("morerecords", Convert.ToInt16(queryResult.MoreRecords))));
if (queryResult.PagingCookie != null)
{
doc.Root.Add(new XAttribute("paging-cookie", queryResult.PagingCookie));
}
foreach (var row in queryResult.Entities)
{
doc.Root.Add(CreateXmlResult(row, ctx));
}
var response = new ExecuteFetchResponse
{
Results = new ParameterCollection
{
{ "FetchXmlResult", doc.ToString() }
}
};
return(response);
}
public List <PotencialdoKAporTrimestre> ListarValoresPorUnidadeNegocio(Guid unidadeNegocioId, int ano)
{
var lista = new List <PotencialdoKAporTrimestre>();
string fetch = @"<fetch aggregate='true' no-lock='true' returntotalrecordcount='true' >
<entity name='itbc_metadokaporsegmento' >
<attribute name='itbc_metaplanejada' alias='valor_planejado' aggregate='sum' />
<attribute name='itbc_metarealizada' alias='valor_realizado' aggregate='sum' />
<link-entity name='itbc_metatrimestreka' from='itbc_metatrimestrekaid' to='itbc_metatrimestrekaid' alias='tri' >
<attribute name='itbc_metatrimestrekaid' alias='id' groupby='true' />
<filter type='and' >
<condition attribute='itbc_ano' operator='eq' value='{0}' />
<condition attribute='itbc_unidadenegocioid' operator='eq' value='{1}' />
</filter>
</link-entity>
</entity>
</fetch>";
fetch = string.Format(fetch, ano, unidadeNegocioId);
var retrieveMultiple = new RetrieveMultipleRequest()
{
Query = new FetchExpression(fetch)
};
EntityCollection collection = ((RetrieveMultipleResponse)this.Execute(retrieveMultiple)).EntityCollection;
foreach (var item in collection.Entities)
{
var potencialTrimestre = new PotencialdoKAporTrimestre(OrganizationName, IsOffline, Provider)
{
ID = (Guid)((AliasedValue)(item.Attributes["id"])).Value,
PotencialPlanejado = ((Money)((AliasedValue)item.Attributes["valor_planejado"]).Value).Value,
PotencialRealizado = ((Money)((AliasedValue)item.Attributes["valor_realizado"]).Value).Value
};
lista.Add(potencialTrimestre);
}
return(lista);
}
public void When_executing_fetchxml_right_result_is_returned()
{
//This will test a query expression is generated and executed
var ctx = new XrmFakedContext();
ctx.Initialize(new List<Entity>()
{
new Contact() {Id = Guid.NewGuid(), FirstName = "Leo Messi", Telephone1 = "123" }, //should be returned
new Contact() {Id = Guid.NewGuid(), FirstName = "Leo Messi", Telephone1 = "234" }, //should be returned
new Contact() {Id = Guid.NewGuid(), FirstName = "Leo", Telephone1 = "789" }, //shouldnt
new Contact() {Id = Guid.NewGuid(), FirstName = "Andrés", Telephone1 = "123" }, //shouldnt
});
var fetchXml = @"<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>
<entity name='contact'>
<attribute name='fullname' />
<attribute name='telephone1' />
<attribute name='contactid' />
<filter type='and'>
<condition attribute='firstname' operator='like' value='%Leo%' />
<filter type='or'>
<condition attribute='telephone1' operator='eq' value='123' />
<condition attribute='telephone1' operator='eq' value='234' />
</filter>
</filter>
</entity>
</fetch>";
var retrieveMultiple = new RetrieveMultipleRequest()
{
Query = new FetchExpression(fetchXml)
};
var service = ctx.GetFakedOrganizationService();
var response = service.Execute(retrieveMultiple) as RetrieveMultipleResponse;
Assert.Equal(2, response.EntityCollection.Entities.Count);
//Executing the same via ExecuteMultiple returns also the same
var response2 = service.RetrieveMultiple(retrieveMultiple.Query);
Assert.Equal(2, response2.Entities.Count);
}
public PluginInfo[] GetRegisteredPluginAssemblies()
{
QueryExpression query = new QueryExpression("pluginassembly");
query.ColumnSet = new ColumnSet("name", "pluginassemblyid");
RetrieveMultipleRequest request = new RetrieveMultipleRequest();
request.Query = query;
RetrieveMultipleResponse response = (RetrieveMultipleResponse)_service.Execute(request);
List<PluginInfo> plugins = new List<PluginInfo>();
foreach (var item in response.EntityCollection.Entities)
{
plugins.Add(new PluginInfo
{
ShortName= item["name"] as string,
Id=(Guid)item["pluginassemblyid"]
});
}
return plugins.OrderBy(x=>x.ShortName).ToArray();
}
public void When_can_execute_is_called_with_an_invalid_request_result_is_false()
{
var executor = new AssignRequestExecutor();
var anotherRequest = new RetrieveMultipleRequest();
Assert.False(executor.CanExecute(anotherRequest));
}
/// <summary>
/// Gets an array of <c>Key</c> objects that represent the <c>Key</c>s for entities provided by this provider that have been modified since the
/// date provided in the modified Date <c>string</c>.
/// </summary>
/// <param name="modifiedDate">The <c>DateTime</c> to be used as the modified on criteria for the retrieve request.</param>
/// <param name="keyPropertyName">The name of the property on the provided entity that hold the primary key.</param>
/// <returns>An Array of <c>Key</c> objects that correspond to entities that have been modified since the supplied modified Date date.</returns>
protected Guid[] GetModifiedEntityKeys(DateTime modifiedDate, string keyPropertyName)
{
RetrieveMultipleRequest retrieveRequest = new RetrieveMultipleRequest();
DateTime date = modifiedDate < MinDateTime ? DateTime.SpecifyKind(MinDateTime, DateTimeKind.Utc) : DateTime.SpecifyKind(modifiedDate, DateTimeKind.Utc);
bool isDynamic = this is DynamicObjectProvider;
ColumnSet cols = new ColumnSet() { Columns = { keyPropertyName } };
retrieveRequest.Query = CRM2011AdapterUtilities.GetReaderQueryExpression(this.ProvidedEntityName, date, this.CrmAdapter, isDynamic, cols);
var retrievedEntities = this.GetKeys(retrieveRequest);
List<Guid> keyList = new List<Guid>();
retrievedEntities.ForEach(be => keyList.Add(be.Id));
return keyList.ToArray();
}
/// <summary>
/// Gets an array of <c>Key</c> objects that represent the <c>Key</c>s for entities provided by this provider that have been deleted since the
/// date provided in the modifiedDate <c>string</c>.
/// </summary>
/// <param name="modifiedDate">The <c>string</c> representation of a <c>DateTime</c> to be used as the modified on criteria for the retrieve request.</param>
/// <returns>An <c>ICollection</c> of <c>Key</c> objects that correspond to entities that have been deleted since the supplied modifiedDate date.</returns>
protected ICollection GetDeletedEntityKeys(DateTime modifiedDate)
{
RetrieveMultipleRequest retrieveRequest = new RetrieveMultipleRequest();
var query = new QueryExpression("audit");
query.ColumnSet = new ColumnSet(true);
query.Criteria.AddCondition(new ConditionExpression("createdon", ConditionOperator.GreaterEqual, modifiedDate));
query.Criteria.AddCondition(new ConditionExpression("operation", ConditionOperator.Equal, 3));
query.Criteria.AddCondition(new ConditionExpression("action", ConditionOperator.Equal, 3));
query.Criteria.AddCondition(new ConditionExpression("objecttypecode", ConditionOperator.Equal, this.ProvidedEntityName));
query.PageInfo = new PagingInfo();
query.PageInfo.Count = 5000;
query.PageInfo.PageNumber = 1;
query.PageInfo.PagingCookie = null;
retrieveRequest.Query = query;
var retrievedEntities = this.GetKeys(retrieveRequest);
List<string> keyList = new List<string>();
retrievedEntities.ForEach(be => keyList.Add(((EntityReference)be.Attributes["objectid"]).Id.ToString()));
return keyList;
}
public EntityCollection RetrieveMultiple(QueryBase query)
{
var request = new RetrieveMultipleRequest
{
Query = query
};
return ((RetrieveMultipleResponse) Execute(request)).EntityCollection;
}
/// <summary>
/// Gets a list of entity keys for entities that have been disassociated.
/// </summary>
/// <param name="request">The CRM <c>RetrieveMultipleRequest</c> that contains the request object for the entity keys to be retrieved.</param>
/// <returns>A <c>List</c> of CRM <c>Entiy</c> objects.</returns>
private List<Entity> GetDissassociateRelationshipKeys(RetrieveMultipleRequest request)
{
List<Entity> retrievedEntities = new List<Entity>();
while (true)
{
RetrieveMultipleResponse retrieveResponse = (RetrieveMultipleResponse)this.CallCrmExecuteWebMethod(request);
var results = retrieveResponse.EntityCollection;
if (results != null)
{
retrievedEntities.AddRange(retrieveResponse.EntityCollection.Entities.ToList());
}
if (results.MoreRecords)
{
((QueryExpression)request.Query).PageInfo.PageNumber++;
((QueryExpression)request.Query).PageInfo.PagingCookie = results.PagingCookie;
}
else
{
break;
}
}
return retrievedEntities;
}
public void When_executing_fetchxml_with_count_attribute_only_that_number_of_results_is_returned()
{
//This will test a query expression is generated and executed
var ctx = new XrmFakedContext();
//Arrange
var contactList = new List<Entity>();
for(var i=0; i < 20; i++)
{
contactList.Add(new Contact() { Id = Guid.NewGuid() });
}
ctx.Initialize(contactList);
//Act
var fetchXml = @"<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false' count='7'>
<entity name='contact'>
<attribute name='fullname' />
<attribute name='telephone1' />
<attribute name='contactid' />
</entity>
</fetch>";
var retrieveMultiple = new RetrieveMultipleRequest()
{
Query = new FetchExpression(fetchXml)
};
var service = ctx.GetFakedOrganizationService();
var response = service.Execute(retrieveMultiple) as RetrieveMultipleResponse;
Assert.Equal(7, response.EntityCollection.Entities.Count);
}
public void When_querying_the_same_entity_records_with_joins_no_collection_modified_exception_is_thrown()
{
var fakedContext = new XrmFakedContext { };
var service = fakedContext.GetFakedOrganizationService();
var entityAccount = new Account { Id = Guid.NewGuid(), Name = "My First Faked Account yeah!", LogicalName = "account" };
var entityContact = new Contact { Id = Guid.NewGuid(), ParentCustomerId = entityAccount.ToEntityReference() };
var entityBusinessUnit = new BusinessUnit { Name = "TestBU", BusinessUnitId = Guid.NewGuid() };
var initiatingUser = new SystemUser
{
Id = Guid.NewGuid(),
FirstName = "TestUser",
DomainName = "TestDomain",
BusinessUnitId = entityBusinessUnit.ToEntityReference()
};
fakedContext.Initialize(new List<Entity>() {
entityBusinessUnit,entityAccount,entityContact,initiatingUser
});
var fetchXml = @"
<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>
<entity name='systemuser'>
<attribute name='fullname' />
<attribute name='systemuserid' />
<attribute name='businessunitid' />
<filter type='and'>
<condition attribute='systemuserid' operator='eq' uitype='systemuser' value='#userId#' />
</filter>
<link-entity name='businessunit' from='businessunitid' to='businessunitid' alias='bu' intersect='true' >
<attribute name='name' />
</link-entity>
</entity>
</fetch>
";
var UserRequest = new RetrieveMultipleRequest { Query = new FetchExpression(fetchXml.Replace("#userId#", initiatingUser.Id.ToString())) };
var response = ((RetrieveMultipleResponse)service.Execute(UserRequest));
var entities = response.EntityCollection.Entities;
Assert.True(entities.Count == 1);
Assert.True(entities[0].Attributes.ContainsKey("bu.name"));
Assert.IsType<AliasedValue>(entities[0]["bu.name"]);
Assert.Equal("TestBU", (entities[0]["bu.name"] as AliasedValue).Value.ToString());
}
/// <summary>
/// Create a view.
/// Retrieve Views
/// Deactivate a view
/// </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>
/// <param name="promptForReactivate">When True, the user will be prompted to reactivate
/// a view that was deactivated.</param>
public void Run(ServerConnection.Configuration serverConfig, bool promptForDelete, bool promptForReactivate)
{
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 view.
//<snippetWorkWithViews1>
System.String layoutXml =
@"<grid name='resultset' object='3' jump='name' select='1'
preview='1' icon='1'>
<row name='result' id='opportunityid'>
<cell name='name' width='150' />
<cell name='customerid' width='150' />
<cell name='estimatedclosedate' width='150' />
<cell name='estimatedvalue' width='150' />
<cell name='closeprobability' width='150' />
<cell name='opportunityratingcode' width='150' />
<cell name='opportunitycustomeridcontactcontactid.emailaddress1'
width='150' disableSorting='1' />
</row>
</grid>";
System.String fetchXml =
@"<fetch version='1.0' output-format='xml-platform'
mapping='logical' distinct='false'>
<entity name='opportunity'>
<order attribute='estimatedvalue' descending='false' />
<filter type='and'>
<condition attribute='statecode' operator='eq'
value='0' />
</filter>
<attribute name='name' />
<attribute name='estimatedvalue' />
<attribute name='estimatedclosedate' />
<attribute name='customerid' />
<attribute name='opportunityratingcode' />
<attribute name='closeprobability' />
<link-entity alias='opportunitycustomeridcontactcontactid'
name='contact' from='contactid' to='customerid'
link-type='outer' visible='false'>
<attribute name='emailaddress1' />
</link-entity>
<attribute name='opportunityid' />
</entity>
</fetch>";
SavedQuery sq = new SavedQuery
{
Name = "A New Custom Public View",
Description = "A Saved Query created in code",
ReturnedTypeCode = "opportunity",
FetchXml = fetchXml,
LayoutXml = layoutXml,
QueryType = 0
};
_customViewId = _serviceProxy.Create(sq);
Console.WriteLine("A new view with the name {0} was created.", sq.Name);
//</snippetWorkWithViews1>
// Retrieve Views
//<snippetWorkWithViews2>
QueryExpression mySavedQuery = new QueryExpression
{
ColumnSet = new ColumnSet("savedqueryid", "name", "querytype", "isdefault", "returnedtypecode", "isquickfindquery"),
EntityName = SavedQuery.EntityLogicalName,
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression
{
AttributeName = "querytype",
Operator = ConditionOperator.Equal,
Values = {0}
},
new ConditionExpression
{
AttributeName = "returnedtypecode",
Operator = ConditionOperator.Equal,
Values = {Opportunity.EntityTypeCode}
}
}
}
};
RetrieveMultipleRequest retrieveSavedQueriesRequest = new RetrieveMultipleRequest { Query = mySavedQuery };
RetrieveMultipleResponse retrieveSavedQueriesResponse = (RetrieveMultipleResponse)_serviceProxy.Execute(retrieveSavedQueriesRequest);
DataCollection<Entity> savedQueries = retrieveSavedQueriesResponse.EntityCollection.Entities;
//Display the Retrieved views
foreach (Entity ent in savedQueries)
{
SavedQuery rsq = (SavedQuery)ent;
Console.WriteLine("{0} : {1} : {2} : {3} : {4} : {5},", rsq.SavedQueryId, rsq.Name, rsq.QueryType, rsq.IsDefault, rsq.ReturnedTypeCode, rsq.IsQuickFindQuery);
}
//</snippetWorkWithViews2>
// Deactivate a view
//<snippetWorkWithViews3>
System.String SavedQueryName = "Closed Opportunities in Current Fiscal Year";
QueryExpression ClosedOpportunitiesViewQuery = new QueryExpression
{
ColumnSet = new ColumnSet("savedqueryid", "statecode", "statuscode"),
EntityName = SavedQuery.EntityLogicalName,
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression
{
AttributeName = "querytype",
Operator = ConditionOperator.Equal,
Values = {0}
},
new ConditionExpression
{
AttributeName = "returnedtypecode",
Operator = ConditionOperator.Equal,
Values = {Opportunity.EntityTypeCode}
},
new ConditionExpression
{
AttributeName = "name",
Operator = ConditionOperator.Equal,
Values = {SavedQueryName}
}
}
}
};
RetrieveMultipleRequest retrieveOpportuntiesViewRequest = new RetrieveMultipleRequest { Query = ClosedOpportunitiesViewQuery };
RetrieveMultipleResponse retrieveOpportuntiesViewResponse = (RetrieveMultipleResponse)_serviceProxy.Execute(retrieveOpportuntiesViewRequest);
SavedQuery OpportunityView = (SavedQuery)retrieveOpportuntiesViewResponse.EntityCollection.Entities[0];
_viewOriginalState = (SavedQueryState)OpportunityView.StateCode;
_viewOriginalStatus = OpportunityView.StatusCode;
SetStateRequest ssreq = new SetStateRequest
{
EntityMoniker = new EntityReference(SavedQuery.EntityLogicalName, (Guid)OpportunityView.SavedQueryId),
State = new OptionSetValue((int)SavedQueryState.Inactive),
Status = new OptionSetValue(2)
};
_serviceProxy.Execute(ssreq);
//</snippetWorkWithViews3>
_deactivatedViewId = (Guid)OpportunityView.SavedQueryId;
DeleteRequiredRecords(promptForDelete);
ReactivateDeactivatedView(promptForReactivate);
}
}
// 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>
/// Gets an instance of the <c>customeraddress</c> class.
/// </summary>
/// <param name="addressIntegrationKeyValue">The value of the address's dynamics_integrationkey property to query for.</param>
/// <param name="parentKey">The parent of this address to use when querying for the existence of this address instance.</param>
/// <param name="adapter">An instance of the <c>CRM2011Adapter</c> class to use when calling CRM.</param>
/// <param name="addressIntegrationKeyProperty">The key attribute on the <c>customeraddress</c> that the supplied value is for.</param>
/// <returns>A new instance with it's dynamics_integrationkey initialized to the value supplied or an existing instance.</returns>
public static Entity GetDynamicAddressInstance(string addressIntegrationKeyValue, Guid parentKey, DynamicCrmAdapter adapter, string addressIntegrationKeyProperty)
{
if (parentKey == null || adapter == null)
{
throw new AdapterException(string.Format(CultureInfo.CurrentCulture, Resources.ArgumentNullExceptionMessage)) { ExceptionId = AdapterException.SystemExceptionGuid };
}
if (string.IsNullOrEmpty(addressIntegrationKeyProperty))
{
throw new AdapterException(string.Format(CultureInfo.CurrentCulture, Resources.AddressIntegrationKeyPropertyInvalidMessage)) { ExceptionId = ErrorCodes.AddressIntegrationKeyPropertyException };
}
RetrieveMultipleRequest retrieveRequest = new RetrieveMultipleRequest();
KeyValuePair<string, string>[] propertyValues = new KeyValuePair<string, string>[2];
propertyValues[0] = new KeyValuePair<string, string>(addressIntegrationKeyProperty, addressIntegrationKeyValue);
propertyValues[1] = new KeyValuePair<string, string>("parentid", parentKey.ToString());
retrieveRequest.Query = CRM2011AdapterUtilities.GetMultipartQueryExpression(LogicalOperator.And, "customeraddress", propertyValues);
RetrieveMultipleResponse retrieveResponse = (RetrieveMultipleResponse)adapter.OrganizationService.Execute(retrieveRequest);
Entity returnedEntity = null;
if (retrieveResponse.EntityCollection.Entities.Count == 1)
{
returnedEntity = retrieveResponse.EntityCollection.Entities[0] as Entity;
returnedEntity[CRM2011AdapterUtilities.IsNew] = false;
return returnedEntity;
}
else if (retrieveResponse.EntityCollection.Entities.Count < 1)
{
// this is a new entity instance and we need to map the provided data onto the DynamicsEntity
returnedEntity = new Entity() { LogicalName = "customeraddress" };
if (addressIntegrationKeyProperty.Equals("customeraddressid", StringComparison.OrdinalIgnoreCase))
{
returnedEntity[addressIntegrationKeyProperty] = new Guid(addressIntegrationKeyValue);
}
else
{
returnedEntity[addressIntegrationKeyProperty] = addressIntegrationKeyValue;
}
returnedEntity[CRM2011AdapterUtilities.IsNew] = true;
return returnedEntity;
}
else
{
throw new AdapterException(
string.Format(
CultureInfo.CurrentCulture,
Resources.MultipleDynamicEntitiesReturnedExceptionMessage,
"customeraddress",
addressIntegrationKeyProperty,
addressIntegrationKeyValue))
{
ExceptionId = ErrorCodes.MultipleCustomerAddressResult
};
}
}
/// <summary>
/// This method first connects to the Organization service. Afterwards,
/// basic Fetch queries are performed.
/// </summary>
/// <param name="serverConfig">Contains server connection information.</param>
/// <param name="promptforDelete">When True, the user will be prompted to delete all
/// created entities.</param>
public void Run(ServerConnection.Configuration serverConfig, bool promptforDelete)
{
try
{
//<snippetRetrieveMultipleConditionOperatorsFetch1>
// Connect to the Organization service.
// The using statement assures that the service proxy will be properly disposed.
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,serverConfig.Credentials, serverConfig.DeviceCredentials))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
_service = (IOrganizationService)_serviceProxy;
CreateRequiredRecords();
#region SQL Query Translated to Fetch
//<snippetRetrieveMultipleConditionOperatorsFetch2>
// Build the following SQL query using QueryExpression:
//
// SELECT contact.fullname, contact.address1_telephone1
// FROM contact
// LEFT OUTER JOIN account
// ON contact.parentcustomerid = account.accountid
// AND
// account.name = 'Litware, Inc.'
// WHERE (contact.address1_stateorprovince = 'WA'
// AND
// contact.address1_city in ('Redmond', 'Bellevue', 'Kirkland', 'Seattle')
// AND
// contact.address1_telephone1 like '(206)%'
// OR
// contact.address1_telephone1 like '(425)%'
// AND
// DATEDIFF(DAY, contact.createdon, GETDATE()) > 0
// AND
// DATEDIFF(DAY, contact.createdon, GETDATE()) < 30
// AND
// contact.emailaddress1 Not NULL
// )
String fetchXml = @"<fetch mapping=""logical"" count=""50"" version=""1.0"">
<entity name=""contact"">
<attribute name=""address1_telephone1"" />
<attribute name=""contactid"" />
<attribute name=""firstname"" />
<attribute name=""lastname"" />
<filter>
<condition attribute=""address1_stateorprovince"" operator=""eq"" value=""WA"" />
<condition attribute=""address1_city"" operator=""in"">
<value>Redmond</value>
<value>Bellevue</value>
<value>Kirkland</value>
<value>Seattle</value>
</condition>
<condition attribute=""createdon"" operator=""last-x-days"" value=""30"" />
<condition attribute=""emailaddress1"" operator=""not-null"" />
<filter type=""or"">
<condition attribute=""address1_telephone1"" operator=""like"" value=""(206)%"" />
<condition attribute=""address1_telephone1"" operator=""like"" value=""(425)%"" />
</filter>
</filter>
<link-entity name=""account"" from=""accountid"" to=""parentcustomerid"">
<filter>
<condition attribute=""name"" operator=""eq"" value=""Litware, Inc."" />
</filter>
</link-entity>
</entity>
</fetch>";
// Build fetch request and obtain results.
RetrieveMultipleRequest efr = new RetrieveMultipleRequest()
{
Query = new FetchExpression(fetchXml)
};
EntityCollection entityResults = ((RetrieveMultipleResponse)_service.Execute(efr)).EntityCollection;
// Display the results.
Console.WriteLine("List all contacts matching specified parameters");
Console.WriteLine("===============================================");
foreach (var e in entityResults.Entities)
{
Console.WriteLine("Contact ID: {0}", e.Id);
}
Console.WriteLine("<End of Listing>");
Console.WriteLine();
//</snippetRetrieveMultipleConditionOperatorsFetch2>
#endregion
#region Find all orders fulfilled in the last fiscal period
//<snippetRetrieveMultipleConditionOperatorsFetch3>
fetchXml = @"<fetch>
<entity name='salesorder'>
<attribute name='name'/>
<filter type='and'>
<condition attribute='datefulfilled'
operator='last-fiscal-period'/>
</filter>
</entity>
</fetch>";
// Build fetch request and obtain results.
efr = new RetrieveMultipleRequest()
{
Query = new FetchExpression(fetchXml)
};
entityResults = ((RetrieveMultipleResponse)_service.Execute(efr)).EntityCollection;
// Display results.
Console.WriteLine("List all orders fulfilled in the last fiscal period");
Console.WriteLine("===================================================");
foreach (var e in entityResults.Entities)
{
Console.WriteLine("Fetch Retrieved: {0}", e.Attributes["name"]);
}
Console.WriteLine("<End of Listing>");
Console.WriteLine();
//</snippetRetrieveMultipleConditionOperatorsFetch3>
#endregion
#region Find all Opportunities with estimated close date in next 3 fiscal years
//<snippetRetrieveMultipleConditionOperatorsFetch4>
fetchXml = @"<fetch>
<entity name='opportunity'>
<attribute name='name'/>
<filter type='and'>
<condition attribute='estimatedclosedate'
operator='next-x-fiscal-years'
value='3'/>
</filter>
</entity>
</fetch>";
// Build fetch request and obtain results.
efr = new RetrieveMultipleRequest()
{
Query = new FetchExpression(fetchXml)
};
entityResults = ((RetrieveMultipleResponse)_service.Execute(efr)).EntityCollection;
// Display results.
Console.WriteLine("List all opportunities with estimated close date in next 3 fiscal years");
Console.WriteLine("=======================================================================");
foreach (var e in entityResults.Entities)
{
Console.WriteLine("Fetch Retrieved: {0}", e.Attributes["name"]);
};
Console.WriteLine("<End of Listing>");
Console.WriteLine();
//</snippetRetrieveMultipleConditionOperatorsFetch4>
#endregion
#region Find all Orders fulfilled in fiscal year 2008
//<snippetRetrieveMultipleConditionOperatorsFetch5>
fetchXml = @"<fetch>
<entity name='salesorder'>
<attribute name='name'/>
<filter type='and'>
<condition attribute='datefulfilled'
operator='in-fiscal-year'
value='2008'/>
</filter>
</entity>
</fetch>";
// Build fetch request and obtain results.
efr = new RetrieveMultipleRequest()
{
Query = new FetchExpression(fetchXml)
};
entityResults = ((RetrieveMultipleResponse)_service.Execute(efr)).EntityCollection;
// Display results.
Console.WriteLine("List all orders fulfilled in fiscal year 2008");
Console.WriteLine("=============================================");
foreach (var e in entityResults.Entities)
{
Console.WriteLine("Fetch Retrieved: {0}", e.Attributes["name"]);
}
Console.WriteLine("<End of Listing>");
Console.WriteLine();
//</snippetRetrieveMultipleConditionOperatorsFetch5>
#endregion
#region Find all Orders fulfilled in period 3 of any fiscal year
//<snippetRetrieveMultipleConditionOperatorsFetch6>
fetchXml = @"<fetch>
<entity name='salesorder'>
<attribute name='name'/>
<filter type='and'>
<condition attribute='datefulfilled'
operator='in-fiscal-period'
value='3'/>
</filter>
</entity>
</fetch>";
// Build fetch request and obtain results.
efr = new RetrieveMultipleRequest()
{
Query = new FetchExpression(fetchXml)
};
entityResults = ((RetrieveMultipleResponse)_service.Execute(efr)).EntityCollection;
// Display results.
Console.WriteLine("List all orders fulfilled in period 3 of any fiscal year");
Console.WriteLine("========================================================");
foreach (var e in entityResults.Entities)
{
Console.WriteLine("Fetch Retrieved: {0}", e.Attributes["name"]);
}
Console.WriteLine("<End of Listing>");
Console.WriteLine();
//</snippetRetrieveMultipleConditionOperatorsFetch6>
#endregion
#region Find all Orders fulfilled in period 3 of fiscal year 2008
//<snippetRetrieveMultipleConditionOperatorsFetch7>
fetchXml = @"<fetch>
<entity name='salesorder'>
<attribute name='name'/>
<filter type='and'>
<condition attribute='datefulfilled' operator='in-fiscal-period-and-year'>
<value>3</value>
<value>2008</value>
</condition>
</filter>
</entity>
</fetch>";
// Build fetch request and obtain results.
efr = new RetrieveMultipleRequest()
{
Query = new FetchExpression(fetchXml)
};
entityResults = ((RetrieveMultipleResponse)_service.Execute(efr)).EntityCollection;
// Display results.
Console.WriteLine("List all orders fulfilled in period 3 of fiscal year 2008");
Console.WriteLine("=========================================================");
foreach (var e in entityResults.Entities)
{
Console.WriteLine("Fetch Retrieved: {0}", e.Attributes["name"]);
}
Console.WriteLine("<End of Listing>");
Console.WriteLine();
//</snippetRetrieveMultipleConditionOperatorsFetch7>
#endregion
// Note: the following two queries use aggregation which is only
// possible to perform in Fetch, not in QueryExpression or LINQ.
#region Sum the total amount of all orders, grouped by year
//<snippetRetrieveMultipleConditionOperatorsFetch8>
fetchXml = @"<fetch aggregate='true'>
<entity name='salesorder'>
<attribute name='totalamount' aggregate='sum' alias='total'/>
<attribute name='datefulfilled' groupby='true' dategrouping='fiscal-year' alias='datefulfilled'/>
</entity>
</fetch>";
// Build fetch request and obtain results.
efr = new RetrieveMultipleRequest()
{
Query = new FetchExpression(fetchXml)
};
entityResults = ((RetrieveMultipleResponse)_service.Execute(efr)).EntityCollection;
// Display results.
Console.WriteLine("List totals of all orders grouped by year");
Console.WriteLine("=========================================");
foreach (var e in entityResults.Entities)
{
Console.WriteLine("Fetch Retrieved Total: {0}", e.FormattedValues["total"]);
}
Console.WriteLine("<End of Listing>");
Console.WriteLine();
//</snippetRetrieveMultipleConditionOperatorsFetch8>
#endregion
#region Sum the total amount of all Orders grouped by period and year
//<snippetRetrieveMultipleConditionOperatorsFetch9>
fetchXml = @"<fetch aggregate='true'>
<entity name='salesorder'>
<attribute name='totalamount' aggregate='sum' alias='total'/>
<attribute name='datefulfilled' groupby='true' dategrouping='fiscal-period' alias='datefulfilled'/>
</entity>
</fetch>";
// Build fetch request and obtain results.
efr = new RetrieveMultipleRequest()
{
Query = new FetchExpression(fetchXml)
};
entityResults = ((RetrieveMultipleResponse)_service.Execute(efr)).EntityCollection;
// Display results.
Console.WriteLine("List total of all orders grouped by period and year");
Console.WriteLine("===================================================");
foreach (var e in entityResults.Entities)
{
Console.WriteLine("Fetch Retrieved: {0}", e.FormattedValues["total"]);
}
Console.WriteLine("<End of Listing>");
Console.WriteLine();
//</snippetRetrieveMultipleConditionOperatorsFetch9>
#endregion
DeleteRequiredRecords(promptforDelete);
}
//</snippetRetrieveMultipleConditionOperatorsFetch1>
}
// 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 IEnumerable<EntityReference> Get(IOrganizationService service, string fetchXml, int fetchCount)
{
int pageNumber = 1;
EntityCollection returnCollection = null;
while (true)
{
// Build fetchXml string with the placeholders.
var xml = CreateXml(fetchXml, pageNumber, fetchCount);
xml = xml.RemoveDuplicateAliasJ();
// Excute the fetch query and get the xml result.
var fetchRequest1 = new RetrieveMultipleRequest
{
Query = new FetchExpression(xml)
};
try
{
returnCollection = ((RetrieveMultipleResponse)service.Execute(fetchRequest1)).EntityCollection;
}
catch (FaultException<OrganizationServiceFault> ee)
{
// You can handle an exception here or pass it back to the calling method.
Log(ee, "FetchExpression:" + xml);
break;
}
if (returnCollection != null)
{
foreach (Entity entityMember in returnCollection.Entities)
yield return entityMember.ToEntityReference();
// Check for morerecords, if it returns 1.
if (returnCollection.MoreRecords)
pageNumber++;// Increment the page number to retrieve the next page.
else
break; // If no more records in the result nodes, exit the loop.
}
}
}
/// <summary>
/// Exports the specified profile.
/// </summary>
/// <param name="profile">The profile.</param>
/// <param name="DataExportReportFileName">Name of the data export report file.</param>
private void Export(MSCRMDataExportProfile profile, string DataExportReportFileName)
{
try
{
DataExportReport report = new DataExportReport(DataExportReportFileName);
//Get Data Export Report
if (File.Exists(DataExportReportFileName))
{
report = ReadReport(DataExportReportFileName);
}
//Set Data export folder
string dataExportFolder = Folder + "\\" + profile.ProfileName + "\\Data";
if (!Directory.Exists(dataExportFolder))
{
Directory.CreateDirectory(dataExportFolder);
}
MSCRMConnection connection = profile.getSourceConneciton();
_serviceProxy = cm.connect(connection);
IOrganizationService service = (IOrganizationService)_serviceProxy;
profile.TotalExportedRecords = 0;
//Mesure export time
DateTime exportStartDT = DateTime.Now;
LogManager.WriteLog("Start exporting data from " + connection.ConnectionName);
//Set the number of records per page to retrieve.
//This value should not be bigger than 5000 as this is the limit of records provided by the CRM
int fetchCount = 5000;
// Initialize the file number.
int fileNumber = 1;
// Initialize the number of records.
int recordsCount = 0;
// Specify the current paging cookie. For retrieving the first page, pagingCookie should be null.
string pagingCookie = null;
string entityName = "";
DateTime now = DateTime.Now;
string fileName = Folder + "\\" + profile.ProfileName + "\\Data\\ExportedData";
string fileExtension = profile.ExportFormat.ToLower();
if (profile.ExportFormat.ToLower() == "xml spreadsheet 2003")
fileExtension = "xml";
fileName += now.Year + "-" + now.Month + "-" + now.Day + "-" + now.Hour + "-" + now.Minute + "-" + now.Second + "." + fileExtension;
this.ExportedDataFileName = fileName;
while (true)
{
// Build fetchXml string with the placeholders.
string xml = CreateXml(profile.FetchXMLQuery, pagingCookie, fileNumber, fetchCount);
StringReader stringReader = new StringReader(profile.FetchXMLQuery);
XmlTextReader reader = new XmlTextReader(stringReader);
// Load document
XmlDocument doc = new XmlDocument();
doc.Load(reader);
XmlNodeList xnl = doc.ChildNodes[0].ChildNodes[0].ChildNodes;
List<string> columns = new List<string>();
List<string> DisplayedColumns = new List<string>();
foreach (XmlNode sm in xnl)
{
if (sm.Name == "attribute")
{
columns.Add(sm.Attributes[0].Value);
if (profile.ExportFormat.ToLower() == "csv")
DisplayedColumns.Add(profile.DataSeparator + sm.Attributes[0].Value + profile.DataSeparator);
else if (profile.ExportFormat.ToLower() == "xml")
DisplayedColumns.Add(sm.Attributes[0].Value);
else if (profile.ExportFormat.ToLower() == "xml spreadsheet 2003")
DisplayedColumns.Add(sm.Attributes[0].Value);
}
else if (sm.Name == "link-entity")
{
//Linked entity
string linkedEntityAlias = sm.Attributes.GetNamedItem("alias").Value;
string linkedAttributeyName = sm.Attributes.GetNamedItem("to").Value;
XmlNodeList xnlLinkedEntity = sm.ChildNodes;
foreach (XmlNode linkedAttribute in xnlLinkedEntity)
{
//Check if this is not a filter
if (linkedAttribute.Name == "filter")
continue;
columns.Add(linkedEntityAlias + "." + linkedAttribute.Attributes[0].Value);
if (profile.ExportFormat.ToLower() == "csv")
DisplayedColumns.Add(profile.DataSeparator + linkedAttributeyName + "_" + linkedAttribute.Attributes[0].Value + profile.DataSeparator);
else if (profile.ExportFormat.ToLower() == "xml")
DisplayedColumns.Add(linkedAttributeyName + "_" + linkedAttribute.Attributes[0].Value);
else if (profile.ExportFormat.ToLower() == "xml spreadsheet 2003")
DisplayedColumns.Add(linkedAttributeyName + "_" + linkedAttribute.Attributes[0].Value);
}
}
}
// Execute the fetch query and get the xml result.
RetrieveMultipleRequest fetchRequest = new RetrieveMultipleRequest
{
Query = new FetchExpression(xml)
};
EntityCollection returnCollection = ((RetrieveMultipleResponse)_serviceProxy.Execute(fetchRequest)).EntityCollection;
recordsCount += returnCollection.Entities.Count;
if (recordsCount > 0)
{
if (profile.ExportFormat.ToLower() == "csv")
WriteCSV(returnCollection, fileName, columns, DisplayedColumns, profile);
else if (profile.ExportFormat.ToLower() == "xml")
WriteXML(returnCollection, fileName, columns, DisplayedColumns, profile);
else if (profile.ExportFormat.ToLower() == "xml spreadsheet 2003")
WriteXMLSpreadsheet2003(returnCollection, fileName, columns, DisplayedColumns, profile);
}
// Check for more records, if it returns 1.
if (returnCollection.MoreRecords)
{
// Increment the page number to retrieve the next page.
fileNumber++;
pagingCookie = returnCollection.PagingCookie;
}
else
{
// If no more records in the result nodes, exit the loop.
break;
}
}
Encoding encoding = GetEncoding(profile.Encoding);
if (profile.ExportFormat.ToLower() == "xml")
{
using (var writer = new StreamWriter(fileName, true, encoding))
{
writer.WriteLine("</Records>");
writer.Flush();
}
}
else if (profile.ExportFormat.ToLower() == "xml spreadsheet 2003")
{
using (var writer = new StreamWriter(fileName, true, encoding))
{
writer.WriteLine("</Table></Worksheet></Workbook>\n");
writer.Flush();
}
}
LogManager.WriteLog("Exported " + recordsCount + " " + entityName + " records.");
report.TotalExportedRecords = recordsCount;
ExportedRecordsNumber = recordsCount;
//Delete file if no record found
if (recordsCount < 1)
File.Delete(fileName);
WriteReport(report, DataExportReportFileName);
TimeSpan exportTimeSpan = DateTime.Now - exportStartDT;
LogManager.WriteLog("Export finished for " + profile.ProfileName + ". Exported " + recordsCount + " records in " + exportTimeSpan.ToString().Substring(0, 10));
}
catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault> ex)
{
LogManager.WriteLog("Error:" + ex.Detail.Message + "\n" + ex.Detail.TraceText);
throw;
}
catch (Exception ex)
{
if (ex.InnerException != null)
LogManager.WriteLog("Error:" + ex.Message + "\n" + ex.InnerException.Message);
else
LogManager.WriteLog("Error:" + ex.Message);
throw;
}
}
/// <summary>
/// Retrieves entity relationships
/// </summary>
/// <param name="entityRelationshipName">The name of the relationship.</param>
/// <param name="entity1Name">The name of the first entity in the relationship.</param>
/// <param name="entity1IntersectAtt">The name of the first entity's intersecting CRM attribute.</param>
/// <returns>A CRM <c>RetrieveMultipleResponse</c> that contains the matching relationships.</returns>
private RetrieveMultipleResponse AssociatedRetrival(string entityRelationshipName, string entity1Name, string entity1IntersectAtt)
{
// Setup Fetch XML.
StringBuilder linkFetch = new StringBuilder();
linkFetch.Append("<fetch version=\"1.0\" output-format=\"xml-platform\" mapping=\"logical\" distinct=\"true\">");
linkFetch.Append("<entity name=\"" + entity1Name + "\">");
linkFetch.Append("<all-attributes />");
linkFetch.Append("<link-entity name=\"" + entityRelationshipName + "\" from=\"" + entity1IntersectAtt + "\" to=\"" + entity1IntersectAtt + "\" visible=\"false\" intersect=\"true\" alias=\"aa\">");
linkFetch.Append("<all-attributes />");
linkFetch.Append("</link-entity>");
linkFetch.Append("</entity>");
linkFetch.Append("</fetch>");
// Build fetch request and obtain results.
RetrieveMultipleRequest efr = new RetrieveMultipleRequest()
{
Query = new FetchExpression(linkFetch.ToString())
};
var entityMetaDataResponse = this.CrmAdapter.OrganizationService.Execute(efr) as RetrieveMultipleResponse;
return entityMetaDataResponse;
}
/// <summary>
/// Exports the entity.
/// </summary>
/// <param name="profile">The profile.</param>
/// <param name="fetchXml">The fetch fetchXML query.</param>
/// <param name="RelationshipSchemaName">Name of the relationship schema.</param>
/// <returns>The number of exported record for the Entity</returns>
public int ExportEntity(NtoNAssociationsTransportProfile profile, string fetchXml, string RelationshipSchemaName)
{
//Set the number of records per page to retrieve.
//This value should not be bigger than 5000 as this is the limit of records provided by the CRM
int fetchCount = 5000;
// Initialize the file number.
int fileNumber = 1;
// Initialize the number of records.
int recordCount = 0;
// Specify the current paging cookie. For retrieving the first page, pagingCookie should be null.
string pagingCookie = null;
string entityName = "";
while (true)
{
// Build fetchXml string with the placeholders.
string xml = CreateXml(fetchXml, pagingCookie, fileNumber, fetchCount);
// Execute the fetch query and get the xml result.
RetrieveMultipleRequest fetchRequest = new RetrieveMultipleRequest
{
Query = new FetchExpression(xml)
};
EntityCollection returnCollection = ((RetrieveMultipleResponse)_serviceProxy.Execute(fetchRequest)).EntityCollection;
recordCount += returnCollection.Entities.Count;
if (recordCount > 0)
{
string entityFolderName = Folder + "\\" + profile.ProfileName + "\\Data\\" + RelationshipSchemaName;
entityName = returnCollection.EntityName;
if (!Directory.Exists(entityFolderName))
Directory.CreateDirectory(entityFolderName);
List<Type> knownTypes = new List<Type>();
knownTypes.Add(typeof(Entity));
int fileCpt = 1000000 + fileNumber;
string filename = entityFolderName + "\\" + fileCpt + ".xml";
FileStream writer = new FileStream(filename, FileMode.Create);
DataContractSerializer ser = new DataContractSerializer(typeof(EntityCollection), knownTypes);
ser.WriteObject(writer, returnCollection);
writer.Close();
}
// Check for more records, if it returns 1.
if (returnCollection.MoreRecords)
{
// Increment the page number to retrieve the next page.
fileNumber++;
pagingCookie = returnCollection.PagingCookie;
}
else
{
// If no more records in the result nodes, exit the loop.
break;
}
}
if (recordCount > 0)
{
//Save Exported Entites number
foreach (SelectedNtoNRelationship ee in profile.SelectedNtoNRelationships)
{
if (RelationshipSchemaName == ee.RelationshipSchemaName)
{
ee.ExportedRecords = recordCount;
}
}
profile.TotalExportedRecords += recordCount;
UpdateProfile(profile);
}
LogManager.WriteLog("Exported " + recordCount + " " + entityName + " records.");
return recordCount;
}
/// <summary>
/// Create and configure the organization service proxy.
/// Create a parent account record and subsequent 10 child account records.
/// Retrieve batch of records using RetrieveMultiple message with paging cookie.
/// 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();
_service = (IOrganizationService)_serviceProxy;
// Call the method to create any data that this sample requires.
CreateRequiredRecords();
//<snippetFetchPagingWithCookie1>
// Define the fetch attributes.
// Set the number of records per page to retrieve.
int fetchCount = 3;
// Initialize the page number.
int pageNumber = 1;
// Initialize the number of records.
int recordCount = 0;
// Specify the current paging cookie. For retrieving the first page,
// pagingCookie should be null.
string pagingCookie = null;
// Create the FetchXml string for retrieving all child accounts to a parent account.
// This fetch query is using 1 placeholder to specify the parent account id
// for filtering out required accounts. Filter query is optional.
// Fetch query also includes optional order criteria that, in this case, is used
// to order the results in ascending order on the name data column.
string fetchXml = string.Format(@"<fetch version='1.0'
mapping='logical'
output-format='xml-platform'>
<entity name='account'>
<attribute name='name' />
<attribute name='emailaddress1' />
<order attribute='name' descending='false'/>
<filter type='and'>
<condition attribute='parentaccountid'
operator='eq' value='{0}' uiname='' uitype='' />
</filter>
</entity>
</fetch>",
_parentAccountId);
Console.WriteLine("Retrieving data in pages\n");
Console.WriteLine("#\tAccount Name\t\t\tEmail Address");
while (true)
{
// Build fetchXml string with the placeholders.
string xml = CreateXml(fetchXml, pagingCookie, pageNumber, fetchCount);
// Excute the fetch query and get the xml result.
RetrieveMultipleRequest fetchRequest1 = new RetrieveMultipleRequest
{
Query = new FetchExpression(xml)
};
EntityCollection returnCollection = ((RetrieveMultipleResponse)_service.Execute(fetchRequest1)).EntityCollection;
foreach (var c in returnCollection.Entities)
{
System.Console.WriteLine("{0}.\t{1}\t\t{2}", ++recordCount, c.Attributes["name"], c.Attributes["emailaddress1"] );
}
// Check for morerecords, if it returns 1.
if (returnCollection.MoreRecords)
{
Console.WriteLine("\n****************\nPage number {0}\n****************", pageNumber);
Console.WriteLine("#\tAccount Name\t\t\tEmail Address");
// Increment the page number to retrieve the next page.
pageNumber++;
// Set the paging cookie to the paging cookie returned from current results.
pagingCookie = returnCollection.PagingCookie;
}
else
{
// If no more records in the result nodes, exit the loop.
break;
}
}
//</snippetFetchPagingWithCookie1>
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;
}
return;
}
private RetrieveMultipleRequest GetRetrieveMultipleRequest(CrmDbCommand command, CommandBehavior behavior)
{
var entityName = command.CommandText;
if (entityName.Contains(" "))
{
throw new ArgumentException("When CommandType is TableDirect, CommandText should be the name of an entity.");
}
var request = new RetrieveMultipleRequest()
{
Query = new QueryExpression(entityName) { ColumnSet = new ColumnSet(true), PageInfo = new PagingInfo() { ReturnTotalRecordCount = true } }
};
return request;
}
/// <summary>
/// This method first connects to the Organization service. Afterwards,
/// records are retrieved from the systemuserroles intersect table via three
/// methods: Query Expression, Fetch, and LINQ.
/// </summary>
/// <param name="serverConfig">Contains server connection information.</param>
/// <param name="promptforDelete">When True, the user will be prompted to delete all
/// created entities.</param>
public void Run(ServerConnection.Configuration serverConfig, bool promptforDelete)
{
try
{
// Connect to the Organization service.
// The using statement assures that the service proxy will be properly disposed.
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,serverConfig.Credentials, serverConfig.DeviceCredentials))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
CreateRequiredRecords();
//<snippetRetrieveRecordsFromAnIntersectTable1>
#region Retrieve records from an intersect table via QueryExpression
//Create Query Expression.
QueryExpression 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 }
}
}
}
}
}
};
// Obtain results from the query expression.
EntityCollection ec = _serviceProxy.RetrieveMultiple(query);
// Display results.
for (int i = 0; i < ec.Entities.Count; i++)
{
Console.WriteLine("Query Expression Retrieved: {0}", ((Role)ec.Entities[i]).Name);
}
#endregion
//</snippetRetrieveRecordsFromAnIntersectTable1>
//<snippetRetrieveRecordsFromAnIntersectTable2>
#region Retrieve records from an intersect table via Fetch
// Setup Fetch XML.
StringBuilder linkFetch = new StringBuilder();
linkFetch.Append("<fetch version=\"1.0\" output-format=\"xml-platform\" mapping=\"logical\" distinct=\"true\">");
linkFetch.Append("<entity name=\"role\">");
linkFetch.Append("<attribute name=\"name\"/>");
linkFetch.Append("<link-entity name=\"systemuserroles\" from=\"roleid\" to=\"roleid\" visible=\"false\" intersect=\"true\">");
linkFetch.Append("<filter type=\"and\">");
linkFetch.Append("<condition attribute=\"systemuserid\" operator=\"eq\" value=\"" + _userId + "\"/>");
linkFetch.Append("</filter>");
linkFetch.Append("</link-entity>");
linkFetch.Append("</entity>");
linkFetch.Append("</fetch>");
// Build fetch request and obtain results.
RetrieveMultipleRequest efr = new RetrieveMultipleRequest()
{
Query = new FetchExpression(linkFetch.ToString())
};
EntityCollection entityResults = ((RetrieveMultipleResponse)_serviceProxy.Execute(efr)).EntityCollection;
// Display results.
foreach (var e in entityResults.Entities)
{
Console.WriteLine("Fetch Retrieved: {0}", e.Attributes["name"]);
}
#endregion
//</snippetRetrieveRecordsFromAnIntersectTable2>
//<snippetRetrieveRecordsFromAnIntersectTable3>
#region Retrieve records from an intersect table via LINQ
// Obtain the Organization Context.
OrganizationServiceContext context = new OrganizationServiceContext(_serviceProxy);
// Create Linq Query.
var roles = (from r in context.CreateQuery<Role>()
join s in context.CreateQuery<SystemUserRoles>() on r.RoleId equals s.RoleId
where s.SystemUserId == _userId
orderby r.RoleId
select r.Name);
// Display results.
foreach (var role in roles)
{
Console.WriteLine("Linq Retrieved: {0}", role);
}
#endregion
//</snippetRetrieveRecordsFromAnIntersectTable3>
DeleteRequiredRecords(promptforDelete);
}
}
// Catch any service fault exceptions that Microsoft Dynamics CRM throws.
catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>)
{
// You can handle an exception here or pass it back to the calling method.
throw;
}
}
/// <summary>
/// This method first connects to the Organization service. Afterwards, an
/// 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>
/// Retrieves the associations that have been deleted using the audit functionality in CRM.
/// </summary>
/// <param name="modifiedDate">The <see cref="DateTime"/> to check for disassociations for in the audit history.</param>
/// <returns>An <see cref="ICollection"/> of the entities that have been disassociated.</returns>
private ICollection GetDissassociateRelationship(DateTime modifiedDate)
{
RetrieveMultipleRequest retrieveRequest = new RetrieveMultipleRequest();
var query = new QueryExpression("audit");
query.ColumnSet = new ColumnSet(true);
query.Criteria.AddCondition(new ConditionExpression("createdon", ConditionOperator.GreaterEqual, modifiedDate));
query.Criteria.AddCondition(new ConditionExpression("action", ConditionOperator.Equal, 34));
query.PageInfo = new PagingInfo();
query.PageInfo.Count = 5000;
query.PageInfo.PageNumber = 1;
query.PageInfo.PagingCookie = null;
retrieveRequest.Query = query;
var retrievedEntities = this.GetDissassociateRelationshipKeys(retrieveRequest);
var entitysMetaDataRequest = new RetrieveAllEntitiesRequest();
entitysMetaDataRequest.EntityFilters = EntityFilters.Relationships;
entitysMetaDataRequest.RetrieveAsIfPublished = true;
var entitysMetaDataResponse = this.CrmAdapter.OrganizationService.Execute(entitysMetaDataRequest) as RetrieveAllEntitiesResponse;
List<ManyToManyRelationshipMetadata> entityMToMRelationships = new List<ManyToManyRelationshipMetadata>();
foreach (EntityMetadata crmMetadata in entitysMetaDataResponse.EntityMetadata)
{
entityMToMRelationships = (from meta in crmMetadata.ManyToManyRelationships
where meta.SchemaName == this.ProvidedEntityName
select meta).ToList();
if (entityMToMRelationships.Count > 0)
{
break;
}
}
if (entityMToMRelationships.Count > 0)
{
string strEntityRelationshipName = entityMToMRelationships[0].IntersectEntityName;
string entity1Name = entityMToMRelationships[0].Entity1LogicalName;
string entity1IntersectAtt = entityMToMRelationships[0].Entity1IntersectAttribute;
string entity2Name = entityMToMRelationships[0].Entity2LogicalName;
string entity2IntersectAtt = entityMToMRelationships[0].Entity2IntersectAttribute;
List<RelationshipData> keyList = new List<RelationshipData>();
foreach (Entity crmEntity in retrievedEntities)
{
string transactionID = crmEntity.Attributes["transactionid"].ToString();
var retrievedTransactionEntities = (from meta in retrievedEntities
where meta.Attributes["transactionid"].ToString() == transactionID.ToString()
select meta).ToList();
Dictionary<string, object> entityDictionary = new Dictionary<string, object>();
if (retrievedTransactionEntities.Count < 2)
{
continue;
}
bool entity1NameID = false;
bool entity2NameID = false;
foreach (Entity crmTransEntity in retrievedTransactionEntities)
{
EntityReference objectID = (EntityReference)crmTransEntity.Attributes["objectid"];
if (objectID.LogicalName == entity1Name)
{
entityDictionary.Add(entity1IntersectAtt, objectID.Id.ToString());
entity1NameID = true;
}
if (objectID.LogicalName == entity2Name)
{
entityDictionary.Add(entity2IntersectAtt, objectID.Id.ToString());
entity2NameID = true;
}
}
if (!entity1NameID || !entity2NameID)
{
continue;
}
entityDictionary.Add("ProvidedEntityName", this.ProvidedEntityName);
entityDictionary.Add("EntityRelationshipName", strEntityRelationshipName);
entityDictionary.Add("Entity1Name", entity1Name);
entityDictionary.Add("Entity1IntersectAtt", entity1IntersectAtt);
entityDictionary.Add("Entity2Name", entity2Name);
entityDictionary.Add("Entity2IntersectAtt", entity2IntersectAtt);
RelationshipData relationshipData = new RelationshipData();
relationshipData.ReturnedDictionary = entityDictionary;
keyList.Add(relationshipData);
}
return keyList;
}
return null;
}
private void GetDataSet()
{
if (OnPageComplete != null)
OnPageComplete(this);
if (query is QueryExpression)
{
RetrieveMultipleRequest req = new RetrieveMultipleRequest();
((QueryExpression)query).PageInfo = new PagingInfo();
((QueryExpression)query).PageInfo.PageNumber = page++;
((QueryExpression)query).PageInfo.Count = rowsPerPage;
req.Query = query;
response = (RetrieveMultipleResponse)proxy.Execute(req);
}
if (query is FetchExpression)
{
string strXml = CreateXml(((FetchExpression)query).Query, null, page++, rowsPerPage);
((FetchExpression)query).Query = strXml;
RetrieveMultipleRequest req = new RetrieveMultipleRequest();
req.Query = query;
response = (RetrieveMultipleResponse)proxy.Execute(req);
}
}
/// <summary>
/// This method is used to find a record and return the GUID of records matching the criteria
/// </summary>
/// <param name="entityName_">CRM name of the entity you want to look for</param>
/// <param name="primarykeyName">The attribute name containing the GUID for the entity (contactid,campaignid,...) that will be returned in an array</param>
///<param name="stringParams">The ArrayList containing the attributes names and their values. The research only work with string type attributes. You can use % to replace characters. A logical AND is used to concatenate the parameters in the search</param>
public ArrayList findEntity(string entityName_, string primarykeyName, ArrayList stringParams, string attribute_order)
{
ArrayList arrayResults = new ArrayList();
try
{
isconnected();
ColumnSet cols = new ColumnSet();
createStringConditionExpression(stringParams);
cols.Attributes.Add(primarykeyName);
m_filterExpression.FilterOperator = LogicalOperator.And;
OrderExpression oe = new OrderExpression();
oe.AttributeName = attribute_order;
oe.OrderType = OrderType.Descending;
QueryExpression query = new QueryExpression();
query.EntityName = entityName_;
query.ColumnSet = cols;
query.Criteria = m_filterExpression;
query.Orders.Add(oe);
RetrieveMultipleRequest retrieve = new RetrieveMultipleRequest();
retrieve.Query = query;
retrieve.ReturnDynamicEntities = true;
RetrieveMultipleResponse retrieved = (RetrieveMultipleResponse)m_crmService.Execute(retrieve);
int i = 0;
foreach (DynamicEntity rec in retrieved.BusinessEntityCollection.BusinessEntities)
{
Microsoft.Crm.Sdk.Key sp = (Microsoft.Crm.Sdk.Key)rec.Properties[primarykeyName];
arrayResults.Add(sp.Value);
i++;
}
if (i == 0) throw new entitynotfoundException();
return arrayResults;
}
catch (SoapException ex)
{
throw new InvalidPluginExecutionException("!SoapException!\n" + ex.Detail.SelectSingleNode("//description").InnerText);
}
catch (entitynotfoundException)
{
throw new entitynotfoundException();
}
catch (Exception ex)
{
throw new Exception(ex.Message);
}
}
protected override void Execute(CodeActivityContext executionContext)
{
//Create the tracing service
ITracingService tracingService = executionContext.GetExtension<ITracingService>();
//Create the context
IWorkflowContext context = executionContext.GetExtension<IWorkflowContext>();
IOrganizationServiceFactory serviceFactory = executionContext.GetExtension<IOrganizationServiceFactory>();
IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);
tracingService.Trace("Creating Account");
Account entity = new Account();
entity.Name = AccountName.Get<string>(executionContext);
Guid entityId = service.Create(entity);
tracingService.Trace("Account created with Id {0}", entityId.ToString());
tracingService.Trace("Create a task for the account");
Task newTask = new Task();
newTask.Subject = TaskSubject.Get<string>(executionContext);
newTask.RegardingObjectId = new EntityReference(Account.EntityLogicalName, entityId);
Guid taskId = service.Create(newTask);
tracingService.Trace("Task has been created");
tracingService.Trace("Retrieve the task using QueryByAttribute");
QueryByAttribute query = new QueryByAttribute();
query.Attributes.AddRange(new string[] { "regardingobjectid" });
query.ColumnSet = new ColumnSet(new string[] { "subject" });
query.EntityName = Task.EntityLogicalName;
query.Values.AddRange(new object[] { entityId });
tracingService.Trace("Executing the Query for entity {0}", query.EntityName);
//Execute using a request to test the OOB (XRM) message contracts
RetrieveMultipleRequest request = new RetrieveMultipleRequest();
request.Query = query;
Collection<Entity> entityList = ((RetrieveMultipleResponse)service.Execute(request)).EntityCollection.Entities;
//Execute a request from the CRM message assembly
tracingService.Trace("Executing a WhoAmIRequest");
service.Execute(new WhoAmIRequest());
if (1 != entityList.Count)
{
tracingService.Trace("The entity list was too long");
throw new InvalidPluginExecutionException("Query did not execute correctly");
}
else
{
tracingService.Trace("Casting the Task from RetrieveMultiple to strong type");
Task retrievedTask = (Task)entityList[0];
if (retrievedTask.ActivityId != taskId)
{
throw new InvalidPluginExecutionException("Incorrect task was retrieved");
}
tracingService.Trace("Retrieving the entity from IOrganizationService");
//Retrieve the task using Retrieve
retrievedTask = (Task)service.Retrieve(Task.EntityLogicalName, retrievedTask.Id, new ColumnSet("subject"));
if (!string.Equals(newTask.Subject, retrievedTask.Subject, StringComparison.Ordinal))
{
throw new InvalidPluginExecutionException("Task's subject did not get retrieved correctly");
}
//Update the task
retrievedTask.Subject = UpdatedTaskSubject.Get<string>(executionContext);
service.Update(retrievedTask);
}
}
