public CrmConnectionInfo GetConnectionInfo(CrmDbConnection connection)
{
var connInfo = _Cache.GetOrAdd(connection.ConnectionString, f =>
{
WhoAmIRequest whoRequest = new WhoAmIRequest();
WhoAmIResponse whoResponse = (WhoAmIResponse)connection.OrganizationService.Execute(whoRequest);
var info = new CrmConnectionInfo();
if (whoResponse != null)
{
info.OrganisationId = whoResponse.OrganizationId;
info.UserId = whoResponse.UserId;
info.BusinessUnitId = whoResponse.BusinessUnitId;
}
var orgEntity = connection.OrganizationService.Retrieve("organization", info.OrganisationId, new ColumnSet("name"));
if (orgEntity != null)
{
info.OrganisationName = (string)orgEntity["name"];
}
var versionReq = new RetrieveVersionRequest();
var versionResponse = (RetrieveVersionResponse)connection.OrganizationService.Execute(versionReq);
if (versionResponse != null)
{
info.ServerVersion = versionResponse.Version;
}
return info;
});
return connInfo;
}
public Xrm.SystemUser GetIdentity()
{
WhoAmIRequest wai = new WhoAmIRequest();
var resp = (WhoAmIResponse)_context.Execute(wai);
var me = _context.SystemUserSet.Where(x => x.Id == resp.UserId).SingleOrDefault();
return me;
}
public IOrganizationService GetOrganisationService(OrganizationDetail org, string domain, string userName, string password)
{
if (org != null)
{
Uri orgServiceUri = null;
orgServiceUri = new Uri(org.Endpoints[EndpointType.OrganizationService]);
//if (!string.IsNullOrEmpty(OrganisationServiceHostName))
//{
// UriBuilder builder = new UriBuilder(orgServiceUri);
// builder.Host = OrganisationServiceHostName;
// orgServiceUri = builder.Uri;
//}
IServiceConfiguration<IOrganizationService> orgConfigInfo = ServiceConfigurationFactory.CreateConfiguration<IOrganizationService>(orgServiceUri);
var creds = _credentialsProvider.GetCredentials(orgConfigInfo.AuthenticationType, domain, userName, password);
var orgService = new OrganizationServiceProxy(orgConfigInfo, creds);
orgService.Timeout = new TimeSpan(0, 5, 0);
var req = new WhoAmIRequest();
var response = (WhoAmIResponse)orgService.Execute(req);
Debug.WriteLine(string.Format(" Connected to {0} as Crm user id: {1}", orgConfigInfo.CurrentServiceEndpoint.Address.Uri.ToString(), response.UserId));
return orgService;
}
return null;
}
public void ProcessWhoAmI()
{
WorkAsync("Retrieving your user id...", (w, e) =>
{
while (e.Cancel == false)
{
if (w.CancellationPending)
{
e.Cancel = true;
}
var request = new WhoAmIRequest();
var response = (WhoAmIResponse)Service.Execute(request);
e.Result = response.UserId;
}
},
e =>
{
if (!e.Cancelled)
{
MessageBox.Show(string.Format("You are {0}", (Guid)e.Result));
}
},
e =>
{
// If progress has to be notified to user, use the following method:
//SetWorkingMessage("Message to display");
},
null,
true,
340,
150);
}
public AppSendEmails(OrganizationServiceProxy service)
{
_service = service;
_wfemailTemp = new ConsoleEmailTemplate(_service);
WhoAmIRequest requst = new WhoAmIRequest();
WhoAmIResponse res = (WhoAmIResponse)_service.Execute(requst);
_userid = res.UserId;
}
public override WhoAmIRequest.OutputType HandleWhoAmI(WhoAmIRequest.InputType input)
{
WhoAmIRequest.OutputType result = new WhoAmIRequest.OutputType();
result.UserEmailAddress = m_session.Email;
result.UserIsAnonymous = m_session.IsAnonymous;
result.UserLogin = m_session.Login;
result.UserName = m_session.Name;
return result;
}
public static void When_a_who_am_i_request_is_invoked_the_caller_id_is_returned()
{
var context = new XrmFakedContext();
context.CallerId = new EntityReference() { Id = Guid.NewGuid(), Name = "Super Faked User" };
var service = context.GetFakedOrganizationService();
WhoAmIRequest req = new WhoAmIRequest();
var response = service.Execute(req) as WhoAmIResponse;
Assert.Equal(response.UserId, context.CallerId.Id);
}
/// <summary>
/// Checks if the "Est. Close Date" is greater than 10 days. If it is,
/// send an email to the administrator so that s/he can verify close date
/// with the owner of the opportunity.
/// </summary>
protected override void Execute(CodeActivityContext executionContext)
{
IWorkflowContext context = executionContext.GetExtension<IWorkflowContext>();
IOrganizationServiceFactory serviceFactory =
executionContext.GetExtension<IOrganizationServiceFactory>();
IOrganizationService service =
serviceFactory.CreateOrganizationService(context.UserId);
// Get opportunity entity
Entity opportunity = service.Retrieve("opportunity",
this.inputOpportunity.Get(executionContext).Id, new ColumnSet("estimatedclosedate"));
// Calulate 10 days from today
DateTime todayPlusTen = DateTime.UtcNow.AddDays(10.0);
// Check "Est. Close Date"
if (opportunity.Contains("estimatedclosedate"))
{
DateTime estCloseDate = (DateTime)opportunity["estimatedclosedate"];
if (DateTime.Compare(estCloseDate, todayPlusTen) > 0)
{
// Need system user id for activity party
WhoAmIRequest systemUserRequest = new WhoAmIRequest();
WhoAmIResponse systemUser =
(WhoAmIResponse)service.Execute(systemUserRequest);
// Create an activity party for the email
Entity[] activityParty = new Entity[1];
activityParty[0] = new Entity("activityparty");
activityParty[0]["partyid"] =
new EntityReference("systemuser", systemUser.UserId);
// Create an email message
Entity email = new Entity("email");
email.LogicalName = "email";
email["subject"] =
"Warning: Close date has been extended more than 10 days.";
email["description"] = "Verify close date is correct.";
email["to"] = activityParty;
email["from"] = activityParty;
email["regardingobjectid"] = opportunity.ToEntityReference();
Guid emailId = service.Create(email);
// Send email
SendEmailRequest sendEmailRequest = new SendEmailRequest();
sendEmailRequest.EmailId = emailId;
sendEmailRequest.IssueSend = true;
sendEmailRequest.TrackingToken = "";
SendEmailResponse sendEmailResponse =
(SendEmailResponse)service.Execute(sendEmailRequest);
}
}
}
public override WhoAmIRequest.OutputType HandleWhoAmI(WhoAmIRequest.InputType input)
{
WhoAmIRequest.OutputType result = new WhoAmIRequest.OutputType();
result.UserIsAnonymous = WspContext.User == null;
if (WspContext.User != null)
{
result.UserEmailAddress = WspContext.User.Login;
result.UserLogin = WspContext.User.Login;
result.UserName = WspContext.User.DisplayName;
}
return result;
}
/// <summary>
/// Validate method to attempt to connect to CRM with supplied username/password and then execute a whoami request
/// </summary>
/// <param name="username">crm username</param>
/// <param name="password">crm password</param>
public override void Validate(string username, string password)
{
//get the httpcontext so we can store the user guid for impersonation later
HttpContext context = HttpContext.Current;
//if username or password are null, obvs we can't continue
if (null == username || null == password)
{
throw new ArgumentNullException();
}
//get the crm connection
Microsoft.Xrm.Client.CrmConnection connection = CrmUtils.GetCrmConnection(username, password);
//try the whoami request
//if it fails (user can't be authenticated, is disabled, etc.), the client will get a soap fault message
using (OrganizationService service = new OrganizationService(connection))
{
try
{
WhoAmIRequest req = new WhoAmIRequest();
WhoAmIResponse resp = (WhoAmIResponse)service.Execute(req);
Entity systemuser = CrmUtils.GetSystemUser(resp.UserId, service);
CrmIdentity crmIdentity = new CrmIdentity();
crmIdentity.Name = (string)systemuser["fullname"];
crmIdentity.FirstName = (string)systemuser["firstname"];
crmIdentity.LastName = (string)systemuser["lastname"];
crmIdentity.Email = (string)systemuser["internalemailaddress"];
crmIdentity.UserId = resp.UserId;
crmIdentity.SetAuthenticated(true);
List<string> roles = CrmUtils.GetUserRoles(resp.UserId, service);
foreach (string role in roles)
{
crmIdentity.AddRole(role);
}
context.User = new GenericPrincipal(crmIdentity, roles.ToArray());
}
catch (System.ServiceModel.Security.MessageSecurityException ex)
{
throw new FaultException(ex.Message);
}
catch (Exception ex)
{
throw new FaultException(ex.Message);
}
}
}
/// <summary>
/// Create and configure the organization service proxy.
/// Retrieve the working hours of the current user.
/// Optionally delete any entity records that were created for this sample.
/// </summary>
/// <param name="serverConfig">Contains server connection information.</param>
/// <param name="promptforDelete">When True, the user will be prompted to delete all
/// created entities.</param>
public void Run(ServerConnection.Configuration serverConfig, bool promptForDelete)
{
try
{
// Connect to the Organization service.
// The using statement assures that the service proxy will be properly disposed.
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,serverConfig.Credentials, serverConfig.DeviceCredentials))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
// Call the method to create any data that this sample requires.
CreateRequiredRecords();
//<snippetQueryWorkingHoursOfUser1>
// Get the current user's information.
WhoAmIRequest userRequest = new WhoAmIRequest();
WhoAmIResponse userResponse = (WhoAmIResponse)_serviceProxy.Execute(userRequest);
// Retrieve the working hours of the current user.
QueryScheduleRequest scheduleRequest = new QueryScheduleRequest
{
ResourceId = userResponse.UserId,
Start = DateTime.Now,
End = DateTime.Today.AddDays(7),
TimeCodes = new TimeCode[] { TimeCode.Available }
};
QueryScheduleResponse scheduleResponse = (QueryScheduleResponse)_serviceProxy.Execute(scheduleRequest);
// Verify if some data is returned for the availability of the current user
if (scheduleResponse.TimeInfos.Length > 0)
{
Console.WriteLine("Successfully queried the working hours of the current user.");
}
//</snippetQueryWorkingHoursOfUser1>
}
}
// Catch any service fault exceptions that Microsoft Dynamics CRM throws.
catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>)
{
// You can handle an exception here or pass it back to the calling method.
throw;
}
}
public void ProcessWhoAmI()
{
WorkAsync(new WorkAsyncInfo
{
Message = "Retrieving your user id...",
Work = (w, e) =>
{
while (e.Cancel == false)
{
if (w.CancellationPending)
{
e.Cancel = true;
}
var request = new WhoAmIRequest();
var response = (WhoAmIResponse)Service.Execute(request);
e.Result = response.UserId;
}
},
ProgressChanged = e =>
{
// If progress has to be notified to user, use the following method:
//SetWorkingMessage("Message to display");
// If progress has to be notified to user, through the
// status bar, use the following method
if (SendMessageToStatusBar != null)
SendMessageToStatusBar(this, new StatusBarMessageEventArgs(50, "progress at 50%"));
},
PostWorkCallBack = e =>
{
if (!e.Cancelled)
{
MessageBox.Show(string.Format("You are {0}", (Guid)e.Result));
}
},
AsyncArgument = null,
IsCancelable = true,
MessageWidth = 340,
MessageHeight = 150
});
}
/// <summary>
/// Validate method to attempt to connect to CRM with supplied username/password and then execute a whoami request
/// </summary>
/// <param name="username">crm username</param>
/// <param name="password">crm password</param>
public override void Validate(string username, string password)
{
//get the httpcontext so we can store the user guid for impersonation later
HttpContext context = HttpContext.Current;
//if username or password are null, obvs we can't continue
if (null == username || null == password)
{
throw new ArgumentNullException();
}
//get the crm connection using the simplified connection string method
// the following assumes the server url is stored in the web.config appsettings collection like so:
// <add key="crmconnectionstring" value="Url=https://crm.example.com; "/>
string connectionString = ConfigurationManager.AppSettings["crmconnectionstring"];
connectionString += " Username="******"; Password=" + password;
Microsoft.Xrm.Client.CrmConnection connection = CrmConnection.Parse(connectionString);
//try the whoami request
//if it fails (user can't be authenticated, is disabled, etc.), the client will get a soap fault message
using (OrganizationService service = new OrganizationService(connection))
{
try
{
WhoAmIRequest req = new WhoAmIRequest();
WhoAmIResponse resp = (WhoAmIResponse)service.Execute(req);
List<string> roles = GetUserRoles(resp.UserId, service);
context.User = new GenericPrincipal(new GenericIdentity(resp.UserId.ToString()), roles.ToArray());
}
catch (System.ServiceModel.Security.MessageSecurityException ex)
{
throw new FaultException(ex.Message);
}
catch (Exception ex)
{
throw new FaultException(ex.Message);
}
}
}
public void ProcessWhoAmI()
{
WorkAsync(null, (w, e) =>
{
var request = new WhoAmIRequest();
var response = (WhoAmIResponse) Service.Execute(request);
e.Result = response.UserId;
},
e =>
{
MessageBox.Show(string.Format("You are {0}", (Guid) e.Result));
},
e =>
{
},
"Retrieving your user id...",
340,
150);
}
public void ProcessWhoAmI()
{
WorkAsync(null, (w, e) =>
{
var request = new WhoAmIRequest();
var response = (WhoAmIResponse)Service.Execute(request);
e.Result = response.UserId;
},
e =>
{
MessageBox.Show(string.Format("You are {0}", (Guid)e.Result));
},
e =>
{
// If progress has to be notified to user, use the following method:
//SetWorkingMessage("Message to display");
},
"Retrieving your user id...",
340,
150);
}
/// <summary>
/// This method creates any entity records that this sample requires.
/// </summary>
public void CreateRequiredRecords()
{
// Get the current user's information.
WhoAmIRequest userRequest = new WhoAmIRequest();
WhoAmIResponse userResponse = (WhoAmIResponse)_serviceProxy.Execute(userRequest);
// Create the van resource.
Equipment van = new Equipment
{
Name = "Van 1",
TimeZoneCode = 1,
BusinessUnitId = new EntityReference(BusinessUnit.EntityLogicalName, userResponse.BusinessUnitId)
};
_vanId = _serviceProxy.Create(van);
Console.WriteLine("Created a sample equipment: {0}.", van.Name);
// Create the contraints for creating the plumber resource group
System.Text.StringBuilder builder = new System.Text.StringBuilder("<Constraints>");
builder.Append("<Constraint>");
builder.Append("<Expression>");
builder.Append("<Body>resource[\"Id\"] == ");
builder.Append(userResponse.UserId.ToString("B"));
builder.Append(" || resource[\"Id\"] == ");
builder.Append(_vanId.ToString("B"));
builder.Append("</Body>");
builder.Append("<Parameters>");
builder.Append("<Parameter name=\"resource\" />");
builder.Append("</Parameters>");
builder.Append("</Expression>");
builder.Append("</Constraint>");
builder.Append("</Constraints>");
// Define an anonymous type to define the possible constraint based group type code values.
var ConstraintBasedGroupTypeCode = new
{
Static = 0,
Dynamic = 1,
Implicit = 2
};
// Create the plumber resource group.
ConstraintBasedGroup group = new ConstraintBasedGroup
{
BusinessUnitId = new EntityReference(BusinessUnit.EntityLogicalName, userResponse.BusinessUnitId),
Name = "Plumber with Van 1",
Constraints = builder.ToString(),
GroupTypeCode = new OptionSetValue(ConstraintBasedGroupTypeCode.Static),
};
_groupId = _serviceProxy.Create(group);
Console.WriteLine("Created a sample resource group: {0}.", group.Name);
// Create the resource specification.
ResourceSpec spec = new ResourceSpec
{
BusinessUnitId = new EntityReference(BusinessUnit.EntityLogicalName, userResponse.BusinessUnitId),
ObjectiveExpression = @"
<Expression>
<Body>udf ""Random""(factory,resource,appointment,request,leftoffset,rightoffset)</Body>
<Parameters>
<Parameter name=""factory"" />
<Parameter name=""resource"" />
<Parameter name=""appointment"" />
<Parameter name=""request"" />
<Parameter name=""leftoffset"" />
<Parameter name=""rightoffset"" />
</Parameters>
<Properties EvaluationInterval=""P0D"" evaluationcost=""0"" />
</Expression>",
RequiredCount = 1,
Name = "Test Spec",
GroupObjectId = _groupId
};
_specId = _serviceProxy.Create(spec);
// Create the plumber required resource object.
RequiredResource plumberReq = new RequiredResource
{
ResourceId = userResponse.UserId, // assume current user is the plumber
ResourceSpecId = _specId
};
// Create the service for the equipment.
Service plumberService = new Service
{
Name = "Plumber 1",
Duration = 60,
InitialStatusCode = new OptionSetValue(1),
Granularity = "FREQ=MINUTELY;INTERVAL=15;",
ResourceSpecId = new EntityReference(ResourceSpec.EntityLogicalName, _specId)
};
_plumberServiceId = _serviceProxy.Create(plumberService);
Console.WriteLine("Created a sample service for the equipment: {0}.", plumberService.Name);
}
/// <summary>
/// Creates any entity records that this sample requires.
/// </summary>
public void CreateRequiredRecords()
{
// For this sample, all required entities are created in the Run() method.
// Obtain the current user's information.
WhoAmIRequest who = new WhoAmIRequest();
WhoAmIResponse whoResp = (WhoAmIResponse)_serviceProxy.Execute(who);
Guid currentUserId = whoResp.UserId;
SystemUser currentUser =
_serviceProxy.Retrieve(SystemUser.EntityLogicalName,
currentUserId,
new ColumnSet("domainname")).ToEntity<SystemUser>();
// Extract the domain and create the LDAP object.
String[] userPath = currentUser.DomainName.Split(new char[] { '\\' });
if (userPath.Length > 1)
_domain = userPath[0] + "\\";
else
_domain = String.Empty;
SystemUser existingUser = SystemUserProvider.GetUserIdIfExist(_serviceProxy,
_domain, _userName, _firstName, _lastName);
if(existingUser != null)
throw new Exception("User already exist!");
// Set up an Active Directory account in the current domain for this sample.
String ldapPath = String.Empty;
Boolean accountSetup = SystemUserProvider.CreateADAccount(_userName,
_firstName, _lastName, _serviceProxy, ref ldapPath);
if (accountSetup)
Console.WriteLine("An AD account created for '{0}, {1}'", _lastName, _firstName);
else
Console.WriteLine("AD account already exist for '{0}, {1}'", _lastName, _firstName);
}
//</snippetQuickCampaign3>
/// <summary>
/// This method creates any entity records that this sample requires.
/// Create a new queue instance.
/// </summary>
public void CreateRequiredRecords()
{
WhoAmIRequest whoRequest = new WhoAmIRequest();
_currentUser = ((WhoAmIResponse)_serviceProxy.Execute(whoRequest)).UserId;
//Create an activity objects which will act like a template during QC distrbution.
//The activities created by QC will create activities with content that this activity has
_templateEmailActivity = new Email()
{
Subject = "qcCreatedEmailActivity"
};
_templateLetterActivity = new Letter()
{
Subject = "qcCreatedLetterActivity"
};
// Create accounts on which we want to run QC
_accountIdArray = new Guid[5];
for (int i = 0; i < 5; i++)
{
Account acct = new Account() {
Name = "Account For Quick Campaign " + i.ToString()
};
_accountIdArray[i] = _serviceProxy.Create(acct);
Console.WriteLine("Created {0}.", acct.Name);
}
}
/// <summary>
/// Retrieves the requested SystemUser record. If the record does not exist, a new
/// Microsoft Dynamics CRM SystemUser record is created and an associated Active
/// Directory account is created, if it doesn't currently exist.
/// </summary>
/// <param name="userName">The username field as set in Microsoft Dynamics CRM</param>
/// <param name="firstName">The first name of the system user to be retrieved</param>
/// <param name="lastName">The last name of the system user to be retrieved</param>
/// <param name="roleStr">The string representing the Microsoft Dynamics CRM security
/// role for the user</param>
/// <param name="serviceProxy">The OrganizationServiceProxy object to your Microsoft
/// Dynamics CRM environment</param>
/// <param name="ldapPath">The LDAP path for your network - you can either call
/// ConsolePromptForLDAPPath() to prompt the user or provide a value in code</param>
/// <returns></returns>
public static Guid RetrieveSystemUser(String userName, String firstName,
String lastName, String roleStr, OrganizationServiceProxy serviceProxy,
ref String ldapPath)
{
String domain;
Guid userId = Guid.Empty;
if (serviceProxy == null)
{
throw new ArgumentNullException("serviceProxy");
}
if (String.IsNullOrWhiteSpace(userName))
{
throw new ArgumentNullException("UserName");
}
if (String.IsNullOrWhiteSpace(firstName))
{
throw new ArgumentNullException("FirstName");
}
if (String.IsNullOrWhiteSpace(lastName))
{
throw new ArgumentNullException("LastName");
}
// Obtain the current user's information.
WhoAmIRequest who = new WhoAmIRequest();
WhoAmIResponse whoResp = (WhoAmIResponse)serviceProxy.Execute(who);
Guid currentUserId = whoResp.UserId;
SystemUser currentUser =
serviceProxy.Retrieve(SystemUser.EntityLogicalName, currentUserId, new ColumnSet("domainname")).ToEntity <SystemUser>();
// Extract the domain and create the LDAP object.
String[] userPath = currentUser.DomainName.Split(new char[] { '\\' });
if (userPath.Length > 1)
{
domain = userPath[0] + "\\";
}
else
{
domain = String.Empty;
}
SystemUser existingUser = GetUserIdIfExist(serviceProxy, domain, userName, firstName, lastName);
if (existingUser != null)
{
userId = existingUser.SystemUserId.Value;
if (!String.IsNullOrWhiteSpace(roleStr))
{
// Check to make sure the user is assigned the correct role.
Role role = RetrieveRoleByName(serviceProxy, roleStr);
// Associate the user with the role when needed.
if (!UserInRole(serviceProxy, userId, role.Id))
{
AssociateRequest associate = new AssociateRequest()
{
Target = new EntityReference(SystemUser.EntityLogicalName, userId),
RelatedEntities = new EntityReferenceCollection()
{
new EntityReference(Role.EntityLogicalName, role.Id)
},
Relationship = new Relationship("systemuserroles_association")
};
serviceProxy.Execute(associate);
}
}
}
else
{
// Create the system user in Microsoft Dynamics CRM if the user doesn't
// already exist.
userId = CreateSystemUser(userName, firstName, lastName, domain,
roleStr, serviceProxy, ref ldapPath);
}
return(userId);
}
[STAThread] // Added to support UX
static void Main(string[] args)
{
CrmServiceClient service = null;
try
{
service = SampleHelpers.Connect("Connect");
if (service.IsReady)
{
#region Sample Code
//////////////////////////////////////////////
#region Set up
SetUpSample(service);
#endregion Set up
#region Demonstrate
// Retrieve the current user information.
WhoAmIRequest whoAmIRequest = new WhoAmIRequest();
WhoAmIResponse whoAmIResponse = (WhoAmIResponse)service.Execute(
whoAmIRequest);
ColumnSet columnSet = new ColumnSet("fullname");
SystemUser currentUser = (SystemUser)service.Retrieve(
SystemUser.EntityLogicalName,
whoAmIResponse.UserId, columnSet);
String currentUserName = currentUser.FullName;
_userId = currentUser.Id;
// Create an instance of an existing queueitem in order to specify
// the user that will be working on it using PickFromQueueRequest.
PickFromQueueRequest pickFromQueueRequest = new PickFromQueueRequest
{
QueueItemId = _queueItemId,
WorkerId = _userId
};
service.Execute(pickFromQueueRequest);
Console.WriteLine("The letter queue item is queued for new owner {0}.",
currentUserName);
#region Clean up
CleanUpSample(service);
#endregion Clean up
}
#endregion Demonstrate
#endregion Sample Code
else
{
const string UNABLE_TO_LOGIN_ERROR = "Unable to Login to Common Data Service";
if (service.LastCrmError.Equals(UNABLE_TO_LOGIN_ERROR))
{
Console.WriteLine("Check the connection string values in cds/App.config.");
throw new Exception(service.LastCrmError);
}
else
{
throw service.LastCrmException;
}
}
}
catch (Exception ex)
{
SampleHelpers.HandleException(ex);
}
finally
{
if (service != null)
{
service.Dispose();
}
Console.WriteLine("Press <Enter> to exit.");
Console.ReadLine();
}
}
/// <summary>
/// This method first checks if the logged on user has prvReadPOAA permissions.
/// Afterwards, the method creates the secure custom fields required for this sample,
/// an account record for testing purposes, and POAA records for the user
/// and those custom fields.
/// Finally, the method retrieves the User Shared Attribute permissions for that user.
/// </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
{
//<snippetRetrieveUserSharedAttributePermissions1>
// Connect to the Organization service.
// The using statement assures that the service proxy will be properly disposed.
using (_serviceProxy = ServerConnection.GetOrganizationProxy(serverConfig))
{
// This statement is required to enable early bound type support.
_serviceProxy.EnableProxyTypes();
CreateRequiredRecords();
//<snippetRetrieveUserSharedAttributePermissions2>
#region Check if this user has prvReadPOAA
// Get the GUID of the current user.
WhoAmIRequest whoAmI = new WhoAmIRequest();
Guid userLoggedId =
((WhoAmIResponse)_serviceProxy.Execute(whoAmI)).UserId;
Console.WriteLine("User logged: " + userLoggedId);
// Check if this user has prvReadPOAA.
RetrieveUserPrivilegesRequest userPrivilegesRequest =
new RetrieveUserPrivilegesRequest();
userPrivilegesRequest.UserId = userLoggedId;
RetrieveUserPrivilegesResponse userPrivilegesResponse =
(RetrieveUserPrivilegesResponse)_serviceProxy.Execute(userPrivilegesRequest);
// Fixed the GUID for prvReadPOAA.
Guid prvReadPOAA = new Guid("{68564CD5-2B2E-11DF-80A6-00137299E1C2}");
if (userPrivilegesResponse.RolePrivileges.Any(r => r.PrivilegeId.Equals(prvReadPOAA)))
{
Console.WriteLine("This user DOES have prvReadPOAA");
}
else
{
Console.WriteLine("This user DOESN'T have prvReadPOAA");
}
Console.WriteLine();
#endregion Check if this user has prvReadPOAA
//</snippetRetrieveUserSharedAttributePermissions2>
#region Create an account record
// Create an account record
Account accountRecord = new Account();
accountRecord.Name = "Ane";
accountRecord["secret_phone"] = "123456";
_accountRecordId = _serviceProxy.Create(accountRecord);
Console.WriteLine("Account record created.");
#endregion Create an account record
#region Create POAA entity for field #1
// Create POAA entity for field #1
PrincipalObjectAttributeAccess poaa = new PrincipalObjectAttributeAccess
{
AttributeId = _secretHomeId,
ObjectId = new EntityReference
(Account.EntityLogicalName, _accountRecordId),
PrincipalId = new EntityReference
(SystemUser.EntityLogicalName, userLoggedId),
ReadAccess = true,
UpdateAccess = true
};
_serviceProxy.Create(poaa);
Console.WriteLine("POAA record for custom field Secret_Home created.");
#endregion Create POAA entity for field #1
#region Create POAA entity for field #2
// Create POAA entity for field #2
poaa = new PrincipalObjectAttributeAccess
{
AttributeId = _secretPhoneId,
ObjectId = new EntityReference
(Account.EntityLogicalName, _accountRecordId),
PrincipalId = new EntityReference
(SystemUser.EntityLogicalName, userLoggedId),
ReadAccess = true,
UpdateAccess = true
};
_serviceProxy.Create(poaa);
Console.WriteLine("POAA record for custom field Secret_Phone created.");
#endregion Create POAA entity for field #2
#region Retrieve User Shared Attribute Permissions
// Create the query for retrieve User Shared Attribute permissions.
QueryExpression queryPOAA =
new QueryExpression("principalobjectattributeaccess");
queryPOAA.ColumnSet = new ColumnSet
(new string[] { "attributeid", "readaccess", "updateaccess", "principalid" });
queryPOAA.Criteria.FilterOperator = LogicalOperator.And;
queryPOAA.Criteria.Conditions.Add
(new ConditionExpression("objectid", ConditionOperator.Equal, _accountRecordId));
queryPOAA.Criteria.Conditions.Add
(new ConditionExpression("principalid", ConditionOperator.EqualUserId));
Console.WriteLine();
Console.WriteLine("POAA for user: "******" principalid: " + ((EntityReference)entity["principalid"]).Id);
Console.WriteLine(" attributeid: " + entity["attributeid"].ToString());
Console.WriteLine(" readaccess: " + entity["readaccess"].ToString());
Console.WriteLine(" updateaccess: " + entity["updateaccess"].ToString());
Console.WriteLine();
}
}
catch (Exception exc)
{
Console.WriteLine("Error: " + exc.Message);
}
#endregion Retrieve User Shared Attribute Permissions
DeleteRequiredRecords(promptforDelete);
}
//</snippetRetrieveUserSharedAttributePermissions1>
}
// 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;
}
}
private static void PostToPersonalWalls(CrmServiceClient service)
{
Console.WriteLine("\r\n== Working with Personal Walls ==");
// Create manual (user) posts on a user's Personal wall.
var whoAmIRequest = new WhoAmIRequest();
var whoAmIResponse = (WhoAmIResponse)service.Execute(whoAmIRequest);
var currentUserRef = new EntityReference(
SystemUser.EntityLogicalName, whoAmIResponse.UserId);
// Create a post that mentions lead 1.
// The Regarding object should be set to the user whose wall the post should
// be posted to (we'll just use the current user).
_post1 = new Post
{
RegardingObjectId = currentUserRef,
Source = new OptionSetValue((int)PostSource.ManualPost),
Text = String.Format("I'd rather not pursue @[{0},{1},\"{2}\"]",
Lead.EntityTypeCode, _lead1.Id, _lead1.FullName)
};
_serviceContext.AddObject(_post1);
_serviceContext.SaveChanges();
Console.WriteLine(" Personal wall post 1 was created.");
// Create a related comment.
var comment1 = new PostComment
{
PostId = _post1.ToEntityReference(),
Text = "Personal wall comment 1."
};
_serviceContext.AddObject(comment1);
_serviceContext.SaveChanges();
Console.WriteLine(" Personal wall comment 1 was created.");
_post2 = new Post
{
RegardingObjectId = currentUserRef,
Source = new OptionSetValue((int)PostSource.AutoPost),
Text = "Personal wall post 2."
};
_serviceContext.AddObject(_post2);
_serviceContext.SaveChanges();
Console.WriteLine(" Personal wall post 2 was created.");
// Create a few related comments.
var comment2 = new PostComment
{
PostId = _post2.ToEntityReference(),
Text = "Personal wall comment 2."
};
var comment3 = new PostComment
{
PostId = _post2.ToEntityReference(),
Text = "Personal wall comment 3."
};
var comment4 = new PostComment
{
PostId = _post2.ToEntityReference(),
Text = "Personal wall comment 4."
};
var comment5 = new PostComment
{
PostId = _post2.ToEntityReference(),
Text = "Personal wall comment 5."
};
_serviceContext.AddObject(comment2);
_serviceContext.AddObject(comment3);
_serviceContext.AddObject(comment4);
_serviceContext.AddObject(comment5);
_serviceContext.SaveChanges();
Console.WriteLine(" Personal wall comments 2, 3, 4, and 5 were created.");
// Create a couple more posts just to show how paging works.
_post3 = new Post
{
RegardingObjectId = currentUserRef,
Source = new OptionSetValue((int)PostSource.ManualPost),
Text = "Personal wall post 3."
};
_post4 = new Post
{
RegardingObjectId = currentUserRef,
Source = new OptionSetValue((int)PostSource.AutoPost),
Text = "Personal wall post 4."
};
_serviceContext.AddObject(_post3);
_serviceContext.AddObject(_post4);
_serviceContext.SaveChanges();
Console.WriteLine(" Personal wall posts 3 and 4 were created.");
// Retrieve this user's personal wall.
// Retrieve the first page of posts.
DisplayPersonalWallPage(service, 1);
// Retrieve the second page of posts.
DisplayPersonalWallPage(service, 2);
// Sleep for a second so that the time of the newly created comment will
// clearly be later than the previously created posts/comments (otherwise
// Post 3 will not be escalated to the top of the wall).
Thread.Sleep(1000);
// Create a new comment on the last post, which will bring the post to the
// top.
var newPostComment = new PostComment
{
PostId = _post3.ToEntityReference(),
Text = "New comment to show that new comments affect post ordering."
};
_serviceContext.AddObject(newPostComment);
_serviceContext.SaveChanges();
Console.WriteLine("\r\n A new comment was created to show effects on post ordering.");
// Display the first page of the personal wall to showcase the change in
// ordering. Post 3 should be at the top.
DisplayPersonalWallPage(service, 1);
// Show paging of comments.
// Retrieve comments 2 at a time, starting with page 1.
var commentsQuery = new QueryExpression(PostComment.EntityLogicalName)
{
ColumnSet = new ColumnSet(true),
Criteria = new FilterExpression(LogicalOperator.And),
PageInfo = new PagingInfo
{
Count = 2,
PageNumber = 1,
ReturnTotalRecordCount = true
}
};
commentsQuery.Criteria.AddCondition(
"postid", ConditionOperator.Equal, _post2.Id);
// Continue querying for comments until there are no further comments to
// be retrieved.
EntityCollection commentsResult;
do
{
commentsResult = service.RetrieveMultiple(commentsQuery);
// Display the comments that we retrieved.
Console.WriteLine("\r\n Comments for lead 2 page {0}",
commentsQuery.PageInfo.PageNumber);
foreach (PostComment comment in commentsResult.Entities)
{
DisplayComment(comment);
}
commentsQuery.PageInfo.PageNumber += 1;
}while (commentsResult.MoreRecords);
}
/// <summary>
/// Imports records to Microsoft Dynamics CRM from the specified .csv file.
/// </summary>
public void ImportRecords()
{
// Create an import map.
ImportMap importMap = new ImportMap()
{
Name = "Import Map " + DateTime.Now.Ticks.ToString(),
Source = "Import Accounts.csv",
Description = "Description of data being imported",
EntitiesPerFile =
new OptionSetValue((int)ImportMapEntitiesPerFile.SingleEntityPerFile),
EntityState = EntityState.Created
};
Guid importMapId = _serviceProxy.Create(importMap);
// Create column mappings.
#region Column One Mappings
// Create a column mapping for a 'text' type field.
ColumnMapping colMapping1 = new ColumnMapping()
{
// Set source properties.
SourceAttributeName = "src_name",
SourceEntityName = "Account_1",
// Set target properties.
TargetAttributeName = "name",
TargetEntityName = Account.EntityLogicalName,
// Relate this column mapping with the data map.
ImportMapId =
new EntityReference(ImportMap.EntityLogicalName, importMapId),
// Force this column to be processed.
ProcessCode =
new OptionSetValue((int)ColumnMappingProcessCode.Process)
};
// Create the mapping.
Guid colMappingId1 = _serviceProxy.Create(colMapping1);
#endregion
#region Column Two Mappings
// Create a column mapping for a 'lookup' type field.
ColumnMapping colMapping2 = new ColumnMapping()
{
// Set source properties.
SourceAttributeName = "src_parent",
SourceEntityName = "Account_1",
// Set target properties.
TargetAttributeName = "parentaccountid",
TargetEntityName = Account.EntityLogicalName,
// Relate this column mapping with the data map.
ImportMapId =
new EntityReference(ImportMap.EntityLogicalName, importMapId),
// Force this column to be processed.
ProcessCode =
new OptionSetValue((int)ColumnMappingProcessCode.Process),
};
// Create the mapping.
Guid colMappingId2 = _serviceProxy.Create(colMapping2);
// Because we created a column mapping of type lookup, we need to specify lookup details in a lookupmapping.
// One lookupmapping will be for the parent account, and the other for the current record.
// This lookupmapping is important because without it the current record
// cannot be used as the parent of another record.
// Create a lookup mapping to the parent account.
LookUpMapping parentLookupMapping = new LookUpMapping()
{
// Relate this mapping with its parent column mapping.
ColumnMappingId =
new EntityReference(ColumnMapping.EntityLogicalName, colMappingId2),
// Force this column to be processed.
ProcessCode =
new OptionSetValue((int)LookUpMappingProcessCode.Process),
// Set the lookup for an account entity by its name attribute.
LookUpEntityName = Account.EntityLogicalName,
LookUpAttributeName = "name",
LookUpSourceCode =
new OptionSetValue((int)LookUpMappingLookUpSourceCode.System)
};
// Create the lookup mapping.
Guid parentLookupMappingId = _serviceProxy.Create(parentLookupMapping);
// Create a lookup on the current record's "src_name" so that this record can
// be used as the parent account for another record being imported.
// Without this lookup, no record using this account as its parent will be imported.
LookUpMapping currentLookUpMapping = new LookUpMapping()
{
// Relate this lookup with its parent column mapping.
ColumnMappingId =
new EntityReference(ColumnMapping.EntityLogicalName, colMappingId2),
// Force this column to be processed.
ProcessCode =
new OptionSetValue((int)LookUpMappingProcessCode.Process),
// Set the lookup for the current record by its src_name attribute.
LookUpAttributeName = "src_name",
LookUpEntityName = "Account_1",
LookUpSourceCode =
new OptionSetValue((int)LookUpMappingLookUpSourceCode.Source)
};
// Create the lookup mapping
Guid currentLookupMappingId = _serviceProxy.Create(currentLookUpMapping);
#endregion
#region Column Three Mappings
// Create a column mapping for a 'picklist' type field
ColumnMapping colMapping3 = new ColumnMapping()
{
// Set source properties
SourceAttributeName = "src_addresstype",
SourceEntityName = "Account_1",
// Set target properties
TargetAttributeName = "address1_addresstypecode",
TargetEntityName = Account.EntityLogicalName,
// Relate this column mapping with its parent data map
ImportMapId =
new EntityReference(ImportMap.EntityLogicalName, importMapId),
// Force this column to be processed
ProcessCode =
new OptionSetValue((int)ColumnMappingProcessCode.Process)
};
// Create the mapping
Guid colMappingId3 = _serviceProxy.Create(colMapping3);
// Because we created a column mapping of type picklist, we need to specify picklist details in a picklistMapping
PickListMapping pickListMapping1 = new PickListMapping()
{
SourceValue = "bill",
TargetValue = 1,
// Relate this column mapping with its column mapping data map
ColumnMappingId =
new EntityReference(ColumnMapping.EntityLogicalName, colMappingId3),
// Force this column to be processed
ProcessCode =
new OptionSetValue((int)PickListMappingProcessCode.Process)
};
// Create the mapping
Guid picklistMappingId1 = _serviceProxy.Create(pickListMapping1);
// Need a picklist mapping for every address type code expected
PickListMapping pickListMapping2 = new PickListMapping()
{
SourceValue = "ship",
TargetValue = 2,
// Relate this column mapping with its column mapping data map
ColumnMappingId =
new EntityReference(ColumnMapping.EntityLogicalName, colMappingId3),
// Force this column to be processed
ProcessCode =
new OptionSetValue((int)PickListMappingProcessCode.Process)
};
// Create the mapping
Guid picklistMappingId2 = _serviceProxy.Create(pickListMapping2);
#endregion
// Create Import
Import import = new Import()
{
// IsImport is obsolete; use ModeCode to declare Create or Update.
ModeCode = new OptionSetValue((int)ImportModeCode.Create),
Name = "Importing data"
};
Guid importId = _serviceProxy.Create(import);
// Create Import File.
ImportFile importFile = new ImportFile()
{
Content = BulkImportHelper.ReadCsvFile("Import Accounts.csv"), // Read contents from disk.
Name = "Account record import",
IsFirstRowHeader = true,
ImportMapId = new EntityReference(ImportMap.EntityLogicalName, importMapId),
UseSystemMap = false,
Source = "Import Accounts.csv",
SourceEntityName = "Account_1",
TargetEntityName = Account.EntityLogicalName,
ImportId = new EntityReference(Import.EntityLogicalName, importId),
EnableDuplicateDetection = false,
FieldDelimiterCode =
new OptionSetValue((int)ImportFileFieldDelimiterCode.Comma),
DataDelimiterCode =
new OptionSetValue((int)ImportFileDataDelimiterCode.DoubleQuote),
ProcessCode =
new OptionSetValue((int)ImportFileProcessCode.Process)
};
// Get the current user to set as record owner.
WhoAmIRequest systemUserRequest = new WhoAmIRequest();
WhoAmIResponse systemUserResponse =
(WhoAmIResponse)_serviceProxy.Execute(systemUserRequest);
// Set the owner ID.
importFile.RecordsOwnerId =
new EntityReference(SystemUser.EntityLogicalName, systemUserResponse.UserId);
Guid importFileId = _serviceProxy.Create(importFile);
//<snippetImportWithCreate1>
// Retrieve the header columns used in the import file.
GetHeaderColumnsImportFileRequest headerColumnsRequest = new GetHeaderColumnsImportFileRequest()
{
ImportFileId = importFileId
};
GetHeaderColumnsImportFileResponse headerColumnsResponse =
(GetHeaderColumnsImportFileResponse)_serviceProxy.Execute(headerColumnsRequest);
// Output the header columns.
int columnNum = 1;
foreach (string headerName in headerColumnsResponse.Columns)
{
Console.WriteLine("Column[" + columnNum.ToString() + "] = " + headerName);
columnNum++;
}
//</snippetImportWithCreate1>
//<snippetImportWithCreate2>
// Parse the import file.
ParseImportRequest parseImportRequest = new ParseImportRequest()
{
ImportId = importId
};
ParseImportResponse parseImportResponse =
(ParseImportResponse)_serviceProxy.Execute(parseImportRequest);
Console.WriteLine("Waiting for Parse async job to complete");
//</snippetImportWithCreate2>
BulkImportHelper.WaitForAsyncJobCompletion(_serviceProxy, parseImportResponse.AsyncOperationId);
BulkImportHelper.ReportErrors(_serviceProxy, importFileId);
//<snippetImportWithCreate3>
// Retrieve the first two distinct values for column 1 from the parse table.
// NOTE: You must create the parse table first using the ParseImport message.
// The parse table is not accessible after ImportRecordsImportResponse is called.
GetDistinctValuesImportFileRequest distinctValuesRequest = new GetDistinctValuesImportFileRequest()
{
columnNumber = 1,
ImportFileId = importFileId,
pageNumber = 1,
recordsPerPage = 2,
};
GetDistinctValuesImportFileResponse distinctValuesResponse =
(GetDistinctValuesImportFileResponse)_serviceProxy.Execute(distinctValuesRequest);
// Output the distinct values. In this case: (column 1, row 1) and (column 1, row 2).
int cellNum = 1;
foreach (string cellValue in distinctValuesResponse.Values)
{
Console.WriteLine("(1, " + cellNum.ToString() + "): " + cellValue);
Console.WriteLine(cellValue);
cellNum++;
}
//</snippetImportWithCreate3>
//<snippetImportWithCreate4>
// Retrieve data from the parse table.
// NOTE: You must create the parse table first using the ParseImport message.
// The parse table is not accessible after ImportRecordsImportResponse is called.
RetrieveParsedDataImportFileRequest parsedDataRequest = new RetrieveParsedDataImportFileRequest()
{
ImportFileId = importFileId,
PagingInfo = new PagingInfo()
{
// Specify the number of entity instances returned per page.
Count = 2,
// Specify the number of pages returned from the query.
PageNumber = 1,
// Specify a total number of entity instances returned.
PagingCookie = "1"
}
};
RetrieveParsedDataImportFileResponse parsedDataResponse =
(RetrieveParsedDataImportFileResponse)_serviceProxy.Execute(parsedDataRequest);
// Output the first two rows retrieved.
int rowCount = 1;
foreach (string[] rows in parsedDataResponse.Values)
{
int colCount = 1;
foreach (string column in rows)
{
Console.WriteLine("(" + rowCount.ToString() + "," + colCount.ToString() + ") = " + column);
colCount++;
}
rowCount++;
}
//</snippetImportWithCreate4>
//<snippetImportWithCreate5>
// Transform the import
TransformImportRequest transformImportRequest = new TransformImportRequest()
{
ImportId = importId
};
TransformImportResponse transformImportResponse =
(TransformImportResponse)_serviceProxy.Execute(transformImportRequest);
Console.WriteLine("Waiting for Transform async job to complete");
//</snippetImportWithCreate5>
BulkImportHelper.WaitForAsyncJobCompletion(_serviceProxy, transformImportResponse.AsyncOperationId);
BulkImportHelper.ReportErrors(_serviceProxy, importFileId);
//<snippetImportWithCreate6>
// Upload the records.
ImportRecordsImportRequest importRequest = new ImportRecordsImportRequest()
{
ImportId = importId
};
ImportRecordsImportResponse importResponse =
(ImportRecordsImportResponse)_serviceProxy.Execute(importRequest);
Console.WriteLine("Waiting for ImportRecords async job to complete");
//</snippetImportWithCreate6>
BulkImportHelper.WaitForAsyncJobCompletion(_serviceProxy, importResponse.AsyncOperationId);
BulkImportHelper.ReportErrors(_serviceProxy, importFileId);
}
/// <summary>
/// This sample shows how to send a bulk email and monitor its progress.
/// </summary>
/// <param name="serverConfig">Contains server connection information.</param>
/// <param name="promptforDelete">When True, the user is prompted to delete all
/// created entities.</param>
public void Run(ServerConnection.Configuration serverConfig, bool promptforDelete)
{
try
{
// Connect to the Organization service.
// The using statement assures that the service proxy is properly disposed.
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri, serverConfig.Credentials, serverConfig.DeviceCredentials))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
CreateRequiredRecords();
#region Create and send SendBulkEmail
Console.WriteLine();
Console.WriteLine("Creating and sending SendBulkEmail.");
// Get a system user to use as the sender.
WhoAmIRequest emailSenderRequest = new WhoAmIRequest();
WhoAmIResponse emailSenderResponse =
_serviceProxy.Execute(emailSenderRequest) as WhoAmIResponse;
// Set trackingId for bulk mail request.
Guid trackingId = Guid.NewGuid();
SendBulkMailRequest bulkMailRequest = new SendBulkMailRequest()
{
// Create a query expression for the bulk operation to use to retrieve
// the contacts in the email list.
Query = new QueryExpression()
{
EntityName = Contact.EntityLogicalName,
ColumnSet = new ColumnSet(new String[] { "contactid" }),
Criteria = new FilterExpression()
{
Conditions =
{
new ConditionExpression("contactid", ConditionOperator.In, _contactsIds)
}
}
},
// Set the Sender.
Sender = new EntityReference(SystemUser.EntityLogicalName, emailSenderResponse.UserId),
// Set the RegardingId - this field is required.
RegardingId = Guid.Empty,
RegardingType = SystemUser.EntityLogicalName,
// Use a built-in Microsoft Dynamics CRM email template.
// NOTE: The email template's "template type" must match the type of
// customers in the email list. Our list contains contacts, so our
// template must be for contacts.
TemplateId = new Guid("07B94C1D-C85F-492F-B120-F0A743C540E6"),
RequestId = trackingId
};
// Execute the async bulk email request
SendBulkMailResponse resp = (SendBulkMailResponse)
_serviceProxy.Execute(bulkMailRequest);
Console.WriteLine(" Sent Bulk Email.");
#endregion
#region Monitoring SendBulkEmail
Console.WriteLine();
Console.WriteLine("Starting monitoring process..");
// Now that we've executed the bulk operation, we need to retrieve it
// using our tracking Id.
QueryByAttribute bulkQuery = new QueryByAttribute()
{
EntityName = AsyncOperation.EntityLogicalName,
ColumnSet = new ColumnSet(new string[] { "requestid", "statecode" }),
Attributes = { "requestid" },
Values = { trackingId }
};
// Retrieve the bulk email async operation.
EntityCollection aResponse = _serviceProxy.RetrieveMultiple(bulkQuery);
Console.WriteLine(" Retrieved Bulk Email Async Operation.");
// Monitor the async operation via polling.
int secondsTicker = ARBITRARY_MAX_POLLING_TIME;
AsyncOperation createdBulkMailOperation = null;
Console.WriteLine(" Checking operation's state for " + ARBITRARY_MAX_POLLING_TIME + " seconds.");
Console.WriteLine();
while (secondsTicker > 0)
{
// Make sure the async operation was retrieved.
if (aResponse.Entities.Count > 0)
{
// Grab the one bulk operation that has been created.
createdBulkMailOperation = (AsyncOperation)aResponse.Entities[0];
// Check the operation's state.
if (createdBulkMailOperation.StateCode.Value !=
AsyncOperationState.Completed)
{
// The operation has not yet completed.
// Wait a second for the status to change.
System.Threading.Thread.Sleep(1000);
secondsTicker--;
// Retrieve a fresh version the bulk delete operation.
aResponse = _serviceProxy.RetrieveMultiple(bulkQuery);
}
else
{
// Stop polling because the operation's state is now complete.
secondsTicker = 0;
}
}
else
{
// Wait a second for the async operation to activate.
System.Threading.Thread.Sleep(1000);
secondsTicker--;
// Retrieve the entity again
aResponse = _serviceProxy.RetrieveMultiple(bulkQuery);
}
}
// When the bulk email operation has completed, all sent emails will
// have a status of "Pending Send" and will be picked up by your email
// router. Alternatively, you can then use BackgroundSendEmail to download
// all the emails created with the SendBulkEmail message.
// See the BackgroundSendEmail sample for an example.
#endregion
#region Check success
// Validate async operation succeeded
if (createdBulkMailOperation.StateCode.Value == AsyncOperationState.Completed)
{
Console.WriteLine("Operation Completed.");
}
else
{
Console.WriteLine("Operation not completed yet.");
}
#endregion
DeleteRequiredRecords(promptforDelete);
}
}
// Catch any service fault exceptions that Microsoft Dynamics CRM throws.
catch (FaultException <Microsoft.Xrm.Sdk.OrganizationServiceFault> )
{
// You can handle an exception here or pass it back to the calling method.
throw;
}
}
[STAThread] // Added to support UX
static void Main(string[] args)
{
CrmServiceClient service = null;
try
{
service = SampleHelpers.Connect("Connect");
if (service.IsReady)
{
#region Sample Code
//////////////////////////////////////////////
#region Set up
SetUpSample(service);
#endregion Set up
#region Demonstrate
// Retrieve the sales people that will be added to the team.
salesPersons = SystemUserProvider.RetrieveSalespersons(service, ref ldapPath);
// Get the ID's of the current user and business unit.
var who = new WhoAmIRequest();
var whoResponse = (WhoAmIResponse)service.Execute(who);
_currentUserId = whoResponse.UserId;
businessUnitId = whoResponse.BusinessUnitId;
// Create a access team.
var team = new Team
{
AdministratorId = new EntityReference(
"systemuser", _currentUserId),
Name = "UserAccess Test Team",
BusinessUnitId = new EntityReference(
"businessunit", businessUnitId),
TeamType = new OptionSetValue((int)TeamTeamType.Access),
};
_teamId = service.Create(team);
Console.WriteLine("Created an access team named '{0}'.", team.Name);
// Add two sales people to the access team.
var addToTeamRequest = new AddMembersTeamRequest
{
TeamId = _teamId,
MemberIds = new[] { salesPersons[0], salesPersons[1] }
};
service.Execute(addToTeamRequest);
Console.WriteLine("Added two sales people to the team.");
// Grant the team read/write access to an account.
var accountReference = new EntityReference(Account.EntityLogicalName, _accountId);
var teamReference = new EntityReference(Team.EntityLogicalName, _teamId);
var grantAccessRequest = new GrantAccessRequest
{
PrincipalAccess = new PrincipalAccess
{
AccessMask = AccessRights.ReadAccess | AccessRights.WriteAccess,
Principal = teamReference
},
Target = accountReference
};
service.Execute(grantAccessRequest);
Console.WriteLine("Granted read/write access on the account record to the team.");
// Retrieve and display access information for the account.
RetrieveAndDisplayEntityAccess(service, accountReference);
// Display the account access for the team and its members.
var currentUserReference = new EntityReference(
SystemUser.EntityLogicalName, _currentUserId);
RetrieveAndDisplayPrincipalAccess(service, accountReference, currentUserReference,
"Current User");
var firstSalesPersonReference = new EntityReference(
SystemUser.EntityLogicalName, salesPersons[0]);
RetrieveAndDisplayPrincipalAccess(service, accountReference, firstSalesPersonReference,
"Sales Person");
var secondSalesPersonReference = new EntityReference(
SystemUser.EntityLogicalName, salesPersons[1]);
RetrieveAndDisplayPrincipalAccess(service, accountReference, secondSalesPersonReference,
"Sales Person");
#region Clean up
CleanUpSample(service);
#endregion Clean up
}
#endregion Demonstrate
else
{
const string UNABLE_TO_LOGIN_ERROR = "Unable to Login to Common Data Service";
if (service.LastCrmError.Equals(UNABLE_TO_LOGIN_ERROR))
{
Console.WriteLine("Check the connection string values in cds/App.config.");
throw new Exception(service.LastCrmError);
}
else
{
throw service.LastCrmException;
}
}
}
#endregion Sample Code
catch (Exception ex)
{
SampleHelpers.HandleException(ex);
}
finally
{
if (service != null)
{
service.Dispose();
}
Console.WriteLine("Press <Enter> to exit.");
Console.ReadLine();
}
}
/// <summary>
/// Perform the main action of the sample - issuing a BulkDeleteRequest.
/// </summary>
/// <param name="useRecurrence">
/// whether or not to create a recurring BulkDeleteRequest.
/// </param>
private void PerformBulkDelete(bool useRecurrence, bool promptToDelete)
{
try
{
Console.WriteLine("Performing Bulk Delete Operation");
// Query for a system user to send an email to after the bulk delete
// operation completes.
var userRequest = new WhoAmIRequest();
var userResponse = (WhoAmIResponse)_serviceProxy.Execute(userRequest);
Guid currentUserId = userResponse.UserId;
Console.WriteLine(" Requesting user retrieved.");
// Create a condition for a bulk delete request.
// NOTE: If no records are found that match this condition, the bulk delete
// will not fail. It will succeed with 0 successes and 0 failures.
var deleteCondition = new ConditionExpression(
"name", ConditionOperator.Equal, "Fourth Coffee");
// Create a fiter expression for the bulk delete request.
var deleteFilter = new FilterExpression();
deleteFilter.Conditions.Add(deleteCondition);
// Create the bulk delete query set.
var bulkDeleteQuery = new QueryExpression
{
EntityName = Account.EntityLogicalName,
Distinct = false,
Criteria = deleteFilter
};
// Create the bulk delete request.
var bulkDeleteRequest = new BulkDeleteRequest
{
JobName = "Sample Bulk Delete",
QuerySet = new[] { bulkDeleteQuery },
StartDateTime = DateTime.Now,
ToRecipients = new[] { currentUserId },
CCRecipients = new Guid[] {},
SendEmailNotification = true,
RecurrencePattern = String.Empty
};
// Create a recurring BulkDeleteOperation.
if (useRecurrence)
{
bulkDeleteRequest.RecurrencePattern = "FREQ=DAILY;INTERVAL=1;";
}
// Submit the bulk delete job.
// NOTE: Because this is an asynchronous operation, the response will be
// immediate.
var bulkDeleteResponse =
(BulkDeleteResponse)_serviceProxy.Execute(bulkDeleteRequest);
_asyncOperationId = bulkDeleteResponse.JobId;
Console.WriteLine(" The Bulk Delete Request was made and the Bulk\n" +
" Delete Operation should be created.");
// To monitor the asynchronous operation, retrieve the
// bulkdeleteoperation object.
// NOTE: There will be a period of time from when the async operation
// request was submitted to the time when a successful query for that
// async operation can be made. When using plug-ins, events can be
// subscribed to that will fire when the async operation status changes.
var bulkQuery = new QueryByAttribute();
bulkQuery.ColumnSet = new ColumnSet(true);
bulkQuery.EntityName = BulkDeleteOperation.EntityLogicalName;
// NOTE: When the bulk delete operation was submitted, the GUID that was
// returned was the asyncoperationid, not the bulkdeleteoperationid.
bulkQuery.Attributes.Add("asyncoperationid");
bulkQuery.Values.Add(bulkDeleteResponse.JobId);
// With only the asyncoperationid at this point, a RetrieveMultiple is
// required to get the bulk delete operation created above.
var entityCollection =
_serviceProxy.RetrieveMultiple(bulkQuery);
BulkDeleteOperation createdBulkDeleteOperation = null;
// When creating a recurring BulkDeleteOperation, the BulkDeleteOperation
// will be in suspended status after the current instance has completed.
// When creating a non-recurring BulkDeleteOperation, it will be in
// Completed status when it is finished.
var bulkOperationEnded = useRecurrence
? BulkDeleteOperationState.Suspended
: BulkDeleteOperationState.Completed;
createdBulkDeleteOperation = RetrieveBulkDeleteOperation(
bulkQuery, entityCollection, bulkOperationEnded);
_bulkDeleteOperationId = createdBulkDeleteOperation.Id;
if (createdBulkDeleteOperation != null)
{
// If the BulkDeleteOperation is recurring, the status will be
// "Waiting" after the operation completes this instance. If it is
// non-recurring, the status will be "Succeeded".
var bulkOperationSuccess = useRecurrence
? bulkdeleteoperation_statuscode.Waiting
: bulkdeleteoperation_statuscode.Succeeded;
InspectBulkDeleteOperation(createdBulkDeleteOperation,
bulkOperationEnded, bulkOperationSuccess, useRecurrence);
DeleteRecords(promptToDelete);
}
else
{
Console.WriteLine(" The Bulk Delete Operation could not be retrieved.");
}
}
catch (System.Web.Services.Protocols.SoapException)
{
// Perform error handling here.
throw;
}
}
/// <summary>
/// Performs the main operation of the sample - performs a bulk delete on inactive
/// opportunities and activities to remove them from the system.
/// </summary>
private void PerformBulkDeleteBackup()
{
try
{
// Query for a system user to send an email to after the bulk delete
// operation completes.
var userRequest = new WhoAmIRequest();
var userResponse = (WhoAmIResponse)_serviceProxy.Execute(userRequest);
Guid currentUserId = userResponse.UserId;
//<snippetBulkDelete>
// Create a condition for a bulk delete request.
// NOTE: This sample uses very specific queries for deleting records
// that have been manually exported in order to free space.
QueryExpression opportunitiesQuery = BuildOpportunityQuery();
// Create the bulk delete request.
BulkDeleteRequest bulkDeleteRequest = new BulkDeleteRequest();
// Set the request properties.
bulkDeleteRequest.JobName = "Backup Bulk Delete";
// Querying activities
bulkDeleteRequest.QuerySet = new QueryExpression[]
{
opportunitiesQuery,
BuildActivityQuery(Task.EntityLogicalName),
BuildActivityQuery(Fax.EntityLogicalName),
BuildActivityQuery(PhoneCall.EntityLogicalName),
BuildActivityQuery(Email.EntityLogicalName),
BuildActivityQuery(Letter.EntityLogicalName),
BuildActivityQuery(Appointment.EntityLogicalName),
BuildActivityQuery(ServiceAppointment.EntityLogicalName),
BuildActivityQuery(CampaignResponse.EntityLogicalName),
BuildActivityQuery(RecurringAppointmentMaster.EntityLogicalName)
};
// Set the start time for the bulk delete.
bulkDeleteRequest.StartDateTime = DateTime.Now;
// Set the required recurrence pattern.
bulkDeleteRequest.RecurrencePattern = String.Empty;
// Set email activity properties.
bulkDeleteRequest.SendEmailNotification = false;
bulkDeleteRequest.ToRecipients = new Guid[] { currentUserId };
bulkDeleteRequest.CCRecipients = new Guid[] { };
// Submit the bulk delete job.
// NOTE: Because this is an asynchronous operation, the response will be immediate.
_bulkDeleteResponse =
(BulkDeleteResponse)_serviceProxy.Execute(bulkDeleteRequest);
Console.WriteLine("The bulk delete operation has been requested.");
//</snippetBulkDelete>
CheckSuccess();
}
catch (System.Web.Services.Protocols.SoapException)
{
// Perform error handling here.
throw;
}
catch (Exception)
{
throw;
}
}
/// <summary>
/// Create an e-mail activity instance from the specified e-mail message.
/// <param name="serverConfig">Contains server connection information.</param>
/// <param name="promptforDelete">When True, the user will be prompted to delete all
/// created entities.</param>
/// </summary>
public void Run(ServerConnection.Configuration serverConfig, bool promptForDelete)
{
try
{
// Connect to the Organization service.
// The using statement assures that the service proxy will be properly disposed.
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri, serverConfig.Credentials, serverConfig.DeviceCredentials))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
// Create a contact to send an email to (To: field)
Contact emailContact = new Contact()
{
FirstName = "Lisa",
LastName = "Andrews",
EMailAddress1 = "*****@*****.**"
};
_contactId = _serviceProxy.Create(emailContact);
Console.WriteLine("Created a sample contact.");
// Get a system user to send the email (From: field)
WhoAmIRequest systemUserRequest = new WhoAmIRequest();
WhoAmIResponse systemUserResponse = (WhoAmIResponse)_serviceProxy.Execute(systemUserRequest);
ColumnSet cols = new ColumnSet("internalemailaddress");
SystemUser emailSender = (SystemUser)_serviceProxy.Retrieve(SystemUser.EntityLogicalName, systemUserResponse.UserId, cols);
//<snippetDeliverPromoteEmail1>
// Create the request.
DeliverPromoteEmailRequest deliverEmailRequest = new DeliverPromoteEmailRequest
{
Subject = "SDK Sample Email",
To = emailContact.EMailAddress1,
From = emailSender.InternalEMailAddress,
Bcc = String.Empty,
Cc = String.Empty,
Importance = "high",
Body = "This message will create an email activity.",
MessageId = Guid.NewGuid().ToString(),
SubmittedBy = "",
ReceivedOn = DateTime.Now
};
// We won't attach a file to the email, but the Attachments property is required.
deliverEmailRequest.Attachments = new EntityCollection(new ActivityMimeAttachment[0]);
deliverEmailRequest.Attachments.EntityName = ActivityMimeAttachment.EntityLogicalName;
// Execute the request.
DeliverPromoteEmailResponse deliverEmailResponse = (DeliverPromoteEmailResponse)_serviceProxy.Execute(deliverEmailRequest);
// Verify the success.
// Define an anonymous type to define the possible values for
// email status
var EmailStatus = new
{
Draft = 1,
Completed = 2,
Sent = 3,
Received = 3,
Canceled = 5,
PendingSend = 6,
Sending = 7,
Failed = 8,
};
// Query for the delivered email, and verify the status code is "Sent".
ColumnSet deliveredMailColumns = new ColumnSet("statuscode");
Email deliveredEmail = (Email)_serviceProxy.Retrieve(Email.EntityLogicalName, deliverEmailResponse.EmailId, deliveredMailColumns);
_emailId = deliveredEmail.ActivityId.Value;
if (deliveredEmail.StatusCode.Value == EmailStatus.Sent)
{
Console.WriteLine("Successfully created and delivered the e-mail message.");
}
//</snippetDeliverPromoteEmail1>
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;
}
}
private void DistributeCampaign()
{
Console.WriteLine("=== Creating and Distributing the Campaign ===");
// Create the campaign.
var campaign = new Campaign
{
Name = "Sample Campaign"
};
_originalCampaignId = _serviceProxy.Create(campaign);
NotifyEntityCreated(Campaign.EntityLogicalName, _originalCampaignId);
// Copy the campaign.
var campaignCopyRequest = new CopyCampaignRequest
{
BaseCampaign = _originalCampaignId
};
var copyCampaignResponse =
(CopyCampaignResponse)_serviceProxy.Execute(campaignCopyRequest);
_campaignId = copyCampaignResponse.CampaignCopyId;
Console.WriteLine(" Copied the campaign to new campaign with GUID \r\n\t{{{0}}}",
_campaignId);
var activity = new CampaignActivity
{
Subject = "Sample phone call",
ChannelTypeCode = new OptionSetValue((int)CampaignActivityChannelTypeCode.Phone),
RegardingObjectId = new EntityReference(
Campaign.EntityLogicalName, _campaignId)
};
_campaignActivityId = _serviceProxy.Create(activity);
NotifyEntityCreated(CampaignActivity.EntityLogicalName, _campaignActivityId);
// Find the current user to determine who the owner of the activity should be.
var whoAmI = new WhoAmIRequest();
var currentUser = (WhoAmIResponse)_serviceProxy.Execute(whoAmI);
// Add the marketing list created earlier to the campaign.
var addListToCampaignRequest = new AddItemCampaignRequest
{
CampaignId = _campaignId,
EntityId = _copiedMarketingListId,
EntityName = List.EntityLogicalName,
};
_serviceProxy.Execute(addListToCampaignRequest);
Console.WriteLine(" Added the marketing list to the campaign.");
// Add the marketing list created earlier to the campaign activity.
var addListToActivityRequest = new AddItemCampaignActivityRequest
{
CampaignActivityId = _campaignActivityId,
ItemId = _copiedMarketingListId,
EntityName = List.EntityLogicalName
};
_serviceProxy.Execute(addListToActivityRequest);
Console.WriteLine(" Added the marketing list to the campaign activity.");
// Create the phone call to use for distribution.
var phonecall = new PhoneCall
{
Subject = "Sample Phone Call"
};
// Distribute and execute the campaign activity.
// PostWorkflowEvent signals Microsoft Dynamics CRM to actually create the phone call activities.
// Propagate also signals to Microsoft Dynamics CRM to create the phone call activities.
// OwnershipOptions indicates whom the created activities should be assigned
// to.
var distributeRequest = new DistributeCampaignActivityRequest
{
Activity = phonecall,
CampaignActivityId = _campaignActivityId,
Owner = new EntityReference(
SystemUser.EntityLogicalName, currentUser.UserId),
OwnershipOptions = PropagationOwnershipOptions.Caller,
PostWorkflowEvent = true,
Propagate = true,
SendEmail = false,
};
var distributeResponse =
(DistributeCampaignActivityResponse)_serviceProxy.Execute(distributeRequest);
Console.WriteLine(" Distributed and executed the campaign activity to the marketing list.");
// Retrieve the members that were distributed to.
var retrieveMembersRequest = new RetrieveMembersBulkOperationRequest
{
BulkOperationId = distributeResponse.BulkOperationId,
BulkOperationSource = (int)BulkOperationSource.CampaignActivity,
EntitySource = (int)EntitySource.Contact,
Query = new QueryExpression(Contact.EntityLogicalName)
};
var retrieveMembersResponse = (RetrieveMembersBulkOperationResponse)
_serviceProxy.Execute(retrieveMembersRequest);
Console.WriteLine(" Contacts with the following GUIDs were distributed to:");
foreach (var member in retrieveMembersResponse.EntityCollection.Entities)
{
Console.WriteLine("\t{{{0}}}", member.Id);
}
}
/// <summary>
/// This method creates any entity records that this sample requires.
/// Create a queue record.
/// Create a letter record.
/// Create a queue item for queue record.
/// Retrieves new owner's details.
/// Update the queue item record to assign it to new owner.
/// </summary>
public void CreateRequiredRecords()
{
// Create a private queue instance and set its property values.
Queue newQueue = new Queue
{
Name = "Example Queue.",
Description = "This is an example queue.",
QueueViewType = new OptionSetValue((int)QueueQueueViewType.Private)
};
// Create a new queue and store its returned GUID in a variable
// for later use.
_queueId = _serviceProxy.Create(newQueue);
Console.WriteLine("Created {0}.", newQueue.Name);
Letter newLetter = new Letter
{
Description = "Example Letter"
};
_letterId = _serviceProxy.Create(newLetter);
Console.WriteLine("Created {0}.", newLetter.Description);
// Create a new instance of a queueitem and initialize its
// properties.
QueueItem item = new QueueItem
{
QueueId = new EntityReference(Queue.EntityLogicalName, _queueId),
ObjectId = new EntityReference(Letter.EntityLogicalName, _letterId)
};
// Create the queueitem on the server, which will associate
// the letter with the queue.
_queueItemId = _serviceProxy.Create(item);
Console.WriteLine("Created the letter queue item for the queue.");
// Retrieve the user information.
WhoAmIRequest whoAmIRequest = new WhoAmIRequest();
WhoAmIResponse whoAmIResponse = (WhoAmIResponse)_serviceProxy.Execute(
whoAmIRequest);
ColumnSet columnSet = new ColumnSet("fullname");
SystemUser currentUser = (SystemUser)_serviceProxy.Retrieve(
SystemUser.EntityLogicalName,
whoAmIResponse.UserId, columnSet);
String currentUserName = currentUser.FullName;
// Create an instance of an existing queueitem in order to specify
// the user that will be working on it.
QueueItem queueItem = new QueueItem
{
QueueItemId = _queueItemId,
WorkerId = new EntityReference(SystemUser.EntityLogicalName,
whoAmIResponse.UserId)
};
_serviceProxy.Update(queueItem);
Console.WriteLine("The letter queue item is queued for new owner {0}.",
currentUserName);
return;
}
public static object[] GetCurrentUser(IOrganizationService _Service, DataTable _TimeEntryCache, Boolean FromCache, ConnectionDetail cnnDetail)
{
// A24 JNE 24.9.2015
if (_Service == null && FromCache == false)
{
return(null);
}
Guid userGuid = Guid.Empty;
string fullname = "";
String _User = String.Empty;
if (cnnDetail.IsCustomAuth)
{
if (cnnDetail.UserName != String.Empty)
{
_User = String.Format("{0}\\{1}", cnnDetail.UserDomain, cnnDetail.UserName);
}
else
{
_User = cnnDetail.UserName;
}
}
else
{
_User = System.Security.Principal.WindowsIdentity.GetCurrent().Name.ToString();
}
try
{
if (!FromCache)
{
WhoAmIRequest userRequest = new WhoAmIRequest();
WhoAmIResponse user = (WhoAmIResponse)_Service.Execute(userRequest);
userGuid = user.UserId;
Entity _user = _Service.Retrieve(SystemUser.EntityLogicalName, userGuid, new ColumnSet(true));
if (_user.Contains("fullname"))
{
fullname = _user.Attributes["fullname"].ToString();
}
}
}
catch { }
DataRow _dr = null;
String _tmp_User = _User;
_tmp_User = _tmp_User.Replace("\\", "_");
_tmp_User = _tmp_User.Replace(".", "_");
if (userGuid != Guid.Empty)
{
// Update Cache
if ((_dr = GetCacheItemBySubType(_TimeEntryCache, "SETTING_" + _tmp_User, "CURRENT_MSCRM_USER")) == null)
{
// Create New
_dr = _TimeEntryCache.NewRow();
_dr["id"] = Guid.NewGuid().ToString();
_dr["type"] = "SETTING_" + _tmp_User;
_dr["subtype"] = "CURRENT_MSCRM_USER";
_dr["mscrmid"] = "";
_dr["mscrmparentid"] = "";
_dr["description"] = "";
_dr["zusatzinfo1"] = fullname;
_dr["zusatzinfo2"] = userGuid.ToString();
_TimeEntryCache.Rows.Add(_dr);
_TimeEntryCache.AcceptChanges();
}
else
{
// Update
_dr["zusatzinfo1"] = fullname;
_dr["zusatzinfo2"] = userGuid.ToString();
_TimeEntryCache.AcceptChanges();
}
}
else
{
// Try get User from Cache
if ((_dr = GetCacheItemBySubType(_TimeEntryCache, "SETTING_" + _tmp_User, "CURRENT_MSCRM_USER")) != null)
{
userGuid = new Guid(_dr["zusatzinfo2"].ToString());
fullname = _dr["zusatzinfo1"].ToString();
}
}
try
{
object[] or = new object[] { userGuid, fullname };
return(or);
}
catch (Exception ex)
{
}
return(null);
}
private void WhoAmI()
{
int i = 0;
do
{
WhoAmIRequest request = new WhoAmIRequest();
WhoAmIResponse response = (WhoAmIResponse)this.service.Execute(request);
i++;
ccsb.SetMessage("Doing...");
ccsb.SetProgress(i * 10);
MessageBox.Show(this, "Your ID is: " + response.UserId.ToString("B"));
} while (i < 1);
ccsb.SetMessage("Done");
ccsb.SetProgress(null);
}
/// <summary>
/// Retrieves the requested SystemUser record. If the record does not exist, a new
/// Microsoft Dynamics CRM SystemUser record is created and an associated Active
/// Directory account is created, if it doesn't currently exist.
/// </summary>
/// <param name="userName">The username field as set in Microsoft Dynamics CRM</param>
/// <param name="firstName">The first name of the system user to be retrieved</param>
/// <param name="lastName">The last name of the system user to be retrieved</param>
/// <param name="roleStr">The string representing the Microsoft Dynamics CRM security
/// role for the user</param>
/// <param name="serviceProxy">The OrganizationServiceProxy object to your Microsoft
/// Dynamics CRM environment</param>
/// <param name="ldapPath">The LDAP path for your network - you can either call
/// ConsolePromptForLDAPPath() to prompt the user or provide a value in code</param>
/// <returns></returns>
public static Guid RetrieveSystemUser(String userName, String firstName,
String lastName, String roleStr, OrganizationServiceProxy serviceProxy,
ref String ldapPath)
{
String domain;
Guid userId = Guid.Empty;
if (serviceProxy == null)
throw new ArgumentNullException("serviceProxy");
if (String.IsNullOrWhiteSpace(userName))
throw new ArgumentNullException("UserName");
if (String.IsNullOrWhiteSpace(firstName))
throw new ArgumentNullException("FirstName");
if (String.IsNullOrWhiteSpace(lastName))
throw new ArgumentNullException("LastName");
// Obtain the current user's information.
WhoAmIRequest who = new WhoAmIRequest();
WhoAmIResponse whoResp = (WhoAmIResponse)serviceProxy.Execute(who);
Guid currentUserId = whoResp.UserId;
SystemUser currentUser =
serviceProxy.Retrieve(SystemUser.EntityLogicalName, currentUserId, new ColumnSet("domainname")).ToEntity<SystemUser>();
// Extract the domain and create the LDAP object.
String[] userPath = currentUser.DomainName.Split(new char[] { '\\' });
if (userPath.Length > 1)
domain = userPath[0] + "\\";
else
domain = String.Empty;
SystemUser existingUser = GetUserIdIfExist(serviceProxy, domain, userName, firstName, lastName);
if (existingUser != null)
{
userId = existingUser.SystemUserId.Value;
if (!String.IsNullOrWhiteSpace(roleStr))
{
// Check to make sure the user is assigned the correct role.
Role role = RetrieveRoleByName(serviceProxy, roleStr);
// Associate the user with the role when needed.
if (!UserInRole(serviceProxy, userId, role.Id))
{
AssociateRequest associate = new AssociateRequest()
{
Target = new EntityReference(SystemUser.EntityLogicalName, userId),
RelatedEntities = new EntityReferenceCollection()
{
new EntityReference(Role.EntityLogicalName, role.Id)
},
Relationship = new Relationship("systemuserroles_association")
};
serviceProxy.Execute(associate);
}
}
}
else
{
// Create the system user in Microsoft Dynamics CRM if the user doesn't
// already exist.
userId = CreateSystemUser(userName, firstName, lastName, domain,
roleStr, serviceProxy, ref ldapPath);
}
return userId;
}
/// <summary>
/// This method first checks if the logged on user has prvReadPOAA permissions.
/// Afterwards, the method creates the secure custom fields required for this sample,
/// an account record for testing purposes, and POAA records for the user
/// and those custom fields.
/// Finally, the method retrieves the User Shared Attribute permissions for that user.
/// </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
{
//<snippetRetrieveUserSharedAttributePermissions1>
// 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();
//<snippetRetrieveUserSharedAttributePermissions2>
#region Check if this user has prvReadPOAA
// Get the GUID of the current user.
WhoAmIRequest whoAmI = new WhoAmIRequest();
Guid userLoggedId =
((WhoAmIResponse)_serviceProxy.Execute(whoAmI)).UserId;
Console.WriteLine("User logged: " + userLoggedId);
// Check if this user has prvReadPOAA.
RetrieveUserPrivilegesRequest userPrivilegesRequest =
new RetrieveUserPrivilegesRequest();
userPrivilegesRequest.UserId = userLoggedId;
RetrieveUserPrivilegesResponse userPrivilegesResponse =
(RetrieveUserPrivilegesResponse)_serviceProxy.Execute(userPrivilegesRequest);
// Fixed the GUID for prvReadPOAA.
Guid prvReadPOAA = new Guid("{68564CD5-2B2E-11DF-80A6-00137299E1C2}");
if (userPrivilegesResponse.RolePrivileges.Any(r => r.PrivilegeId.Equals(prvReadPOAA)))
{
Console.WriteLine("This user DOES have prvReadPOAA");
}
else
{
Console.WriteLine("This user DOESN'T have prvReadPOAA");
}
Console.WriteLine();
#endregion Check if this user has prvReadPOAA
//</snippetRetrieveUserSharedAttributePermissions2>
#region Create an account record
// Create an account record
Account accountRecord = new Account();
accountRecord.Name = "Ane";
accountRecord["secret_phone"] = "123456";
_accountRecordId = _serviceProxy.Create(accountRecord);
Console.WriteLine("Account record created.");
#endregion Create an account record
#region Create POAA entity for field #1
// Create POAA entity for field #1
PrincipalObjectAttributeAccess poaa = new PrincipalObjectAttributeAccess
{
AttributeId = _secretHomeId,
ObjectId = new EntityReference
(Account.EntityLogicalName, _accountRecordId),
PrincipalId = new EntityReference
(SystemUser.EntityLogicalName, userLoggedId),
ReadAccess = true,
UpdateAccess = true
};
_serviceProxy.Create(poaa);
Console.WriteLine("POAA record for custom field Secret_Home created.");
#endregion Create POAA entity for field #1
#region Create POAA entity for field #2
// Create POAA entity for field #2
poaa = new PrincipalObjectAttributeAccess
{
AttributeId = _secretPhoneId,
ObjectId = new EntityReference
(Account.EntityLogicalName, _accountRecordId),
PrincipalId = new EntityReference
(SystemUser.EntityLogicalName, userLoggedId),
ReadAccess = true,
UpdateAccess = true
};
_serviceProxy.Create(poaa);
Console.WriteLine("POAA record for custom field Secret_Phone created.");
#endregion Create POAA entity for field #2
#region Retrieve User Shared Attribute Permissions
// Create the query for retrieve User Shared Attribute permissions.
QueryExpression queryPOAA =
new QueryExpression("principalobjectattributeaccess");
queryPOAA.ColumnSet = new ColumnSet
(new string[] { "attributeid", "readaccess", "updateaccess", "principalid" });
queryPOAA.Criteria.FilterOperator = LogicalOperator.And;
queryPOAA.Criteria.Conditions.Add
(new ConditionExpression("objectid", ConditionOperator.Equal, _accountRecordId));
queryPOAA.Criteria.Conditions.Add
(new ConditionExpression("principalid", ConditionOperator.EqualUserId));
Console.WriteLine();
Console.WriteLine("POAA for user: "******" principalid: " + ((EntityReference)entity["principalid"]).Id);
Console.WriteLine(" attributeid: " + entity["attributeid"].ToString());
Console.WriteLine(" readaccess: " + entity["readaccess"].ToString());
Console.WriteLine(" updateaccess: " + entity["updateaccess"].ToString());
Console.WriteLine();
}
}
catch (Exception exc)
{
Console.WriteLine("Error: " + exc.Message);
}
#endregion Retrieve User Shared Attribute Permissions
DeleteRequiredRecords(promptforDelete);
}
//</snippetRetrieveUserSharedAttributePermissions1>
}
// Catch any service fault exceptions that Microsoft Dynamics CRM throws.
catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>)
{
// You can handle an exception here or pass it back to the calling method.
throw;
}
}
/// <summary>
/// This method first connects to the Outlook service. Afterwards,
/// client information is retrieved and the client state is changed.
/// </summary>
/// <param name="serverConfig">Contains server connection information.</param>
/// <param name="promptforDelete">When True, the user will be prompted to delete all
/// created entities.</param>
public void Run(ServerConnection.Configuration serverConfig, bool promptforDelete)
{
try
{
// Connect to the Organization service.
// The using statement assures that the service proxy will be properly disposed.
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,serverConfig.Credentials, serverConfig.DeviceCredentials))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
//<snippetRetrieveDataFilters1>
// Create and Retrieve Offline Filter
// In your Outlook client, this will appear in the System Filters tab
// under File | CRM | Synchronize | Outlook Filters.
Console.Write("Creating offline filter");
String contactName = String.Format("offlineFilteredContact {0}",
DateTime.Now.ToLongTimeString());
String fetchXml = String.Format("<fetch version=\"1.0\" output-format=\"xml-platform\" mapping=\"logical\"><entity name=\"contact\"><attribute name=\"contactid\" /><filter type=\"and\">" +
"<condition attribute=\"ownerid\" operator=\"eq-userid\" /><condition attribute=\"description\" operator=\"eq\" value=\"{0}\" />" +
"<condition attribute=\"statecode\" operator=\"eq\" value=\"0\" /></filter></entity></fetch>", contactName);
SavedQuery filter = new SavedQuery();
filter.FetchXml = fetchXml;
filter.IsQuickFindQuery = false;
filter.QueryType = SavedQueryQueryType.OfflineFilters;
filter.ReturnedTypeCode = Contact.EntityLogicalName;
filter.Name = "ReadOnlyFilter_" + contactName;
filter.Description = "Sample offline filter for Contact entity";
_offlineFilter = _serviceProxy.Create(filter);
Console.WriteLine(" and retrieving offline filter");
SavedQuery result = (SavedQuery)_serviceProxy.Retrieve(
SavedQuery.EntityLogicalName,
_offlineFilter,
new ColumnSet("name", "description"));
Console.WriteLine("Name: {0}", result.Name);
Console.WriteLine("Description: {0}", result.Description);
Console.WriteLine();
// Create and Retrieve Offline Template
// In your Outlook client, this will appear in the User Filters tab
// under File | CRM | Synchronize | Outlook Filters.
Console.Write("Creating offline template");
String accountName = String.Format("offlineFilteredAccount {0}",
DateTime.Now.ToLongTimeString());
fetchXml = String.Format("<fetch version=\"1.0\" output-format=\"xml-platform\" mapping=\"logical\"><entity name=\"account\"><attribute name=\"accountid\" /><filter type=\"and\">" +
"<condition attribute=\"ownerid\" operator=\"eq-userid\" /><condition attribute=\"name\" operator=\"eq\" value=\"{0}\" />" +
"<condition attribute=\"statecode\" operator=\"eq\" value=\"0\" /></filter></entity></fetch>", accountName);
SavedQuery template = new SavedQuery();
template.FetchXml = fetchXml;
template.IsQuickFindQuery = false;
template.QueryType = SavedQueryQueryType.OfflineTemplate;
template.ReturnedTypeCode = Account.EntityLogicalName;
template.Name = "ReadOnlyFilter_" + accountName;
template.Description = "Sample offline template for Account entity";
_offlineTemplate = _serviceProxy.Create(template);
Console.WriteLine(" and retrieving offline template");
result = (SavedQuery)_serviceProxy.Retrieve(
SavedQuery.EntityLogicalName,
_offlineTemplate,
new ColumnSet("name", "description"));
Console.WriteLine("Name: {0}", result.Name);
Console.WriteLine("Description: {0}", result.Description);
Console.WriteLine();
//</snippetRetrieveDataFilters1>
//<snippetRetrieveDataFilters2>
// Call InstantiateFiltersRequest
Console.WriteLine("Retrieving user's ID and creating the template collection");
WhoAmIRequest whoAmI = new WhoAmIRequest();
Guid id = ((WhoAmIResponse)_serviceProxy.Execute(whoAmI)).UserId;
EntityReferenceCollection templates = new EntityReferenceCollection();
templates.Add(new EntityReference(
SavedQuery.EntityLogicalName,
_offlineTemplate));
Console.WriteLine("Activating the selected offline templates for this user");
InstantiateFiltersRequest request = new InstantiateFiltersRequest
{
UserId = id,
TemplateCollection = templates
};
InstantiateFiltersResponse response =
(InstantiateFiltersResponse)_serviceProxy.Execute(request);
Console.WriteLine();
//</snippetRetrieveDataFilters2>
//<snippetRetrieveDataFilters3>
// Call ResetUserFiltersRequest
Console.WriteLine("Resetting the user's offline templates to the defaults");
ResetUserFiltersRequest resetRequest = new ResetUserFiltersRequest
{
QueryType = SavedQueryQueryType.OfflineFilters
};
ResetUserFiltersResponse resetResponse =
(ResetUserFiltersResponse)_serviceProxy.Execute(resetRequest);
Console.WriteLine();
//</snippetRetrieveDataFilters3>
DeleteRequiredRecords(promptforDelete);
}
}
// Catch any service fault exceptions that Microsoft Dynamics CRM throws.
catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>)
{
// You can handle an exception here or pass it back to the calling method.
throw;
}
}
/// <summary>
/// This method creates any entity records that this sample requires.
/// Create a queue record.
/// Create a letter record.
/// Create a queue item for queue record.
/// Retrieves new owner's details.
/// Update the queue item record to assign it to new owner.
/// </summary>
public void CreateRequiredRecords()
{
// Create a private queue instance and set its property values.
Queue newQueue = new Queue
{
Name = "Example Queue.",
Description = "This is an example queue.",
QueueViewType = new OptionSetValue((int)QueueQueueViewType.Private)
};
// Create a new queue and store its returned GUID in a variable
// for later use.
_queueId = _serviceProxy.Create(newQueue);
Console.WriteLine("Created {0}.", newQueue.Name);
Letter newLetter = new Letter
{
Description = "Example Letter"
};
_letterId = _serviceProxy.Create(newLetter);
Console.WriteLine("Created {0}.", newLetter.Description);
// Create a new instance of a queueitem and initialize its
// properties.
QueueItem item = new QueueItem
{
QueueId = new EntityReference(Queue.EntityLogicalName, _queueId),
ObjectId = new EntityReference(Letter.EntityLogicalName, _letterId)
};
// Create the queueitem on the server, which will associate
// the letter with the queue.
_queueItemId = _serviceProxy.Create(item);
Console.WriteLine("Created the letter queue item for the queue.");
//<snippetRemoveQueueItemWorker2>
// Retrieve the user information.
WhoAmIRequest whoAmIRequest = new WhoAmIRequest();
WhoAmIResponse whoAmIResponse = (WhoAmIResponse)_serviceProxy.Execute(
whoAmIRequest);
ColumnSet columnSet = new ColumnSet("fullname");
SystemUser currentUser = (SystemUser)_serviceProxy.Retrieve(
SystemUser.EntityLogicalName,
whoAmIResponse.UserId, columnSet);
String currentUserName = currentUser.FullName;
//</snippetRemoveQueueItemWorker2>
// Create an instance of an existing queueitem in order to specify
// the user that will be working on it.
QueueItem queueItem = new QueueItem
{
QueueItemId = _queueItemId,
WorkerId = new EntityReference(SystemUser.EntityLogicalName,
whoAmIResponse.UserId)
};
_serviceProxy.Update(queueItem);
Console.WriteLine("The letter queue item is queued for new owner {0}.",
currentUserName);
return;
}
public void ProcessWhoAmI()
{
bool isMultipleCallChecked = cbMultipleCalls.Checked;
tsbCancel.Enabled = true;
WorkAsync(new WorkAsyncInfo
{
Message = "Retrieving your user id...",
Work = (w, e) =>
{
// If option multiple calls is selected,
// the while loop is just here to illustrate the possibility to cancel
// a long running process made of multiple calls
do
{
if (w.CancellationPending)
{
e.Cancel = true;
}
var request = new WhoAmIRequest();
var response = (WhoAmIResponse)Service.Execute(request);
e.Result = response.UserId;
} while ((e.Cancel == false) && (isMultipleCallChecked));
},
ProgressChanged = e =>
{
// If progress has to be notified to user, use the following method:
//SetWorkingMessage("Message to display");
// If progress has to be notified to user, through the
// status bar, use the following method
if (SendMessageToStatusBar != null)
SendMessageToStatusBar(this, new StatusBarMessageEventArgs(50, "progress at 50%"));
},
PostWorkCallBack = e =>
{
tsbCancel.Enabled = false;
if (!e.Cancelled)
{
MessageBox.Show(string.Format("You are {0}", (Guid)e.Result));
}
},
AsyncArgument = null,
IsCancelable = true,
MessageWidth = 340,
MessageHeight = 150
});
}
/// <summary>
/// This sample demonstrates how to audit user access to Microsoft Dynamics CRM.
/// The sample first enables user access auditing on an organization. Next, it
/// creates and modifies an entity. Finally, the sample displays a report of the
/// audited information.
/// </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)
{
_sampleStartTime = DateTime.Now;
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri, serverConfig.Credentials, serverConfig.DeviceCredentials))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
#region Enable Auditing
// Enable auditing on the organization and for user access by editing the
// organization's settings.
// First, get the organization's ID from the system user record.
var whoAmIReq = new WhoAmIRequest();
var whoAmIRes = (WhoAmIResponse)_serviceProxy.Execute(whoAmIReq);
Guid orgId = whoAmIRes.OrganizationId;
_systemUserId = whoAmIRes.UserId;
// Next, retrieve the organization's record.
var org = (Organization)_serviceProxy.Retrieve(
Organization.EntityLogicalName, orgId,
new ColumnSet("organizationid", "isauditenabled", "isuseraccessauditenabled", "useraccessauditinginterval"));
// Finally, enable auditing on the organization, including auditing for
// user access.
bool organizationAuditingFlag = org.IsAuditEnabled.Value;
bool userAccessAuditingFlag = org.IsUserAccessAuditEnabled.Value;
if (!organizationAuditingFlag || !userAccessAuditingFlag)
{
org.IsAuditEnabled = true;
org.IsUserAccessAuditEnabled = true;
_serviceProxy.Update(org);
Console.WriteLine("Enabled auditing for the organization and for user access.");
Console.WriteLine("Auditing interval is set to {0} hours.", org.UserAccessAuditingInterval);
}
else
{
Console.WriteLine("Auditing was enabled before the sample began, so no auditing settings were changed.");
}
// Enable auditing on the account entity, since no audits will be created
// when we create/update an account entity, otherwise.
var oldAccountAuditing = EnableEntityAuditing(Account.EntityLogicalName, true);
#endregion Enable Auditing
#region Make Audited Service Calls
CreateRequiredRecords();
// Make an update request to the Account entity to be tracked by auditing.
var newAccount = new Account();
newAccount.AccountId = _newAccountId;
newAccount.AccountNumber = "1-A";
newAccount.AccountCategoryCode = new OptionSetValue(
(int)AccountAccountCategoryCode.PreferredCustomer);
newAccount.Telephone1 = "555-555-5555";
_serviceProxy.Update(newAccount);
Console.WriteLine("Created an account and made updates which should be captured by auditing.");
#endregion Make Audited Service Calls
#region Revert auditing
// Set the organization and account auditing flags back to the old values
if (!organizationAuditingFlag || !userAccessAuditingFlag)
{
// Only revert them if they were actually changed to begin with.
org.IsAuditEnabled = organizationAuditingFlag;
org.IsUserAccessAuditEnabled = userAccessAuditingFlag;
_serviceProxy.Update(org);
Console.WriteLine("Reverted organization and user access auditing to their previous values.");
}
else
{
Console.WriteLine("Auditing was enabled before the sample began, so no auditing settings were reverted.");
}
// Revert the account entity auditing.
EnableEntityAuditing(Account.EntityLogicalName, oldAccountAuditing);
#endregion Revert auditing
#region Show Audited Records
// Select all columns for convenience.
var query = new QueryExpression(Audit.EntityLogicalName)
{
ColumnSet = new ColumnSet(true),
Criteria = new FilterExpression(LogicalOperator.And)
};
// Only retrieve audit records that track user access.
query.Criteria.AddCondition("action", ConditionOperator.In,
(int)AuditAction.UserAccessAuditStarted,
(int)AuditAction.UserAccessAuditStopped,
(int)AuditAction.UserAccessviaWebServices,
(int)AuditAction.UserAccessviaWeb);
// Change this to false in order to retrieve audit records for all users
// when running the sample.
var filterAuditsRetrievedByUser = true;
if (filterAuditsRetrievedByUser)
{
// Only retrieve audit records for the current user or the "SYSTEM"
// user.
var userFilter = new FilterExpression(LogicalOperator.Or);
userFilter.AddCondition(
"userid", ConditionOperator.Equal, _systemUserId);
userFilter.AddCondition(
"useridname", ConditionOperator.Equal, "SYSTEM");
}
// Only retrieve records for this sample run, so that we don't get too
// many results if auditing was enabled previously.
query.Criteria.AddCondition(
"createdon", ConditionOperator.GreaterEqual, _sampleStartTime);
var results = _serviceProxy.RetrieveMultiple(query);
Console.WriteLine("Retrieved audit records:");
foreach (Audit audit in results.Entities)
{
Console.Write("\r\n Action: {0}, User: {1},"
+ "\r\n Created On: {2}, Operation: {3}",
(AuditAction)audit.Action.Value,
audit.UserId.Name,
audit.CreatedOn.Value.ToLocalTime(),
(AuditOperation)audit.Operation.Value);
// Display the name of the related object (which will be the user
// for audit records with Action UserAccessviaWebServices.
if (!String.IsNullOrEmpty(audit.ObjectId.Name))
{
Console.WriteLine(
",\r\n Related Record: {0}", audit.ObjectId.Name);
}
else
{
Console.WriteLine();
}
}
#endregion Show Audited Records
DeleteRequiredRecords(promptforDelete);
}
}
private void Connect_Click(object sender, RoutedEventArgs e)
{
if (string.IsNullOrEmpty(Name.Text))
{
MessageBox.Show("Enter A Name");
return;
}
if (string.IsNullOrEmpty(ConnString.Text))
{
MessageBox.Show("Enter A Connection String");
return;
}
try
{
CrmConnection connection = CrmConnection.Parse(ConnString.Text);
using (OrganizationService orgService = new OrganizationService(connection))
{
WhoAmIRequest wRequest = new WhoAmIRequest();
WhoAmIResponse wResponse = (WhoAmIResponse)orgService.Execute(wRequest);
OrgId = wResponse.OrganizationId.ToString();
RetrieveVersionRequest vRequest = new RetrieveVersionRequest();
RetrieveVersionResponse vResponse = (RetrieveVersionResponse)orgService.Execute(vRequest);
Version = vResponse.Version;
ConnectionName = Name.Text;
ConnectionString = ConnString.Text;
DialogResult = true;
Close();
}
}
catch (Exception)
{
//TODO: handle error
MessageBox.Show("Error Connecting to CRM");
}
}
[STAThread] // Added to support UX
static void Main(string[] args)
{
CrmServiceClient service = null;
try
{
service = SampleHelpers.Connect("Connect");
if (service.IsReady)
{
#region Sample Code
#region Set up
SetUpSample(service);
#endregion Set up
#region Demonstrate
// Get a system user to use as the sender.
var emailSenderRequest = new WhoAmIRequest();
var emailSenderResponse =
service.Execute(emailSenderRequest) as WhoAmIResponse;
// Set trackingId for bulk mail request.
Guid trackingId = Guid.NewGuid();
var bulkMailRequest = new SendBulkMailRequest()
{
// Create a query expression for the bulk operation to use to retrieve
// the contacts in the email list.
Query = new QueryExpression()
{
EntityName = Contact.EntityLogicalName,
ColumnSet = new ColumnSet(new String[] { "contactid" }),
Criteria = new FilterExpression()
{
Conditions =
{
new ConditionExpression("contactid", ConditionOperator.In, _contactsIds)
}
}
},
// Set the Sender.
Sender = new EntityReference(SystemUser.EntityLogicalName, emailSenderResponse.UserId),
// Set the RegardingId - this field is required.
//RegardingId = Guid.Empty,
//RegardingType = SystemUser.EntityLogicalName,
// Use a built-in Microsoft Dynamics CRM email template.
// NOTE: The email template's "template type" must match the type of
// customers in the email list. Our list contains contacts, so our
// template must be for contacts.
TemplateId = new Guid("07B94C1D-C85F-492F-B120-F0A743C540E6"),
RequestId = trackingId
};
// Execute the async bulk email request
var resp = (SendBulkMailResponse)
service.Execute(bulkMailRequest);
Console.WriteLine(" Sent Bulk Email.");
#endregion
#region Monitoring SendBulkEmail
Console.WriteLine();
Console.WriteLine("Starting monitoring process..");
// Now that we've executed the bulk operation, we need to retrieve it
// using our tracking Id.
var bulkQuery = new QueryByAttribute()
{
EntityName = AsyncOperation.EntityLogicalName,
ColumnSet = new ColumnSet(new string[] { "requestid" }),
Attributes = { "requestid" },
Values = { trackingId }
};
// Retrieve the bulk email async operation.
EntityCollection aResponse = service.RetrieveMultiple(bulkQuery);
Console.WriteLine(" Retrieved Bulk Email Async Operation.");
// Monitor the async operation via polling.
int secondsTicker = ARBITRARY_MAX_POLLING_TIME;
AsyncOperation createdBulkMailOperation = null;
Console.WriteLine(" Checking operation's state for " + ARBITRARY_MAX_POLLING_TIME + " seconds.");
Console.WriteLine();
while (secondsTicker > 0)
{
// Make sure the async operation was retrieved.
if (aResponse.Entities.Count > 0)
{
// Grab the one bulk operation that has been created.
createdBulkMailOperation = (AsyncOperation)aResponse.Entities[0];
// Check the operation's state.
if (createdBulkMailOperation.StateCode.Value !=
AsyncOperationState.Completed)
{
// The operation has not yet completed.
// Wait a second for the status to change.
System.Threading.Thread.Sleep(1000);
secondsTicker--;
// Retrieve a fresh version the bulk delete operation.
aResponse = service.RetrieveMultiple(bulkQuery);
}
else
{
// Stop polling because the operation's state is now complete.
secondsTicker = 0;
}
}
else
{
// Wait a second for the async operation to activate.
System.Threading.Thread.Sleep(1000);
secondsTicker--;
// Retrieve the entity again
aResponse = service.RetrieveMultiple(bulkQuery);
}
}
// When the bulk email operation has completed, all sent emails will
// have a status of "Pending Send" and will be picked up by your email
// router. Alternatively, you can then use BackgroundSendEmail to download
// all the emails created with the SendBulkEmail message.
// See the BackgroundSendEmail sample for an example.
#endregion
#region Check success
// Validate async operation succeeded
if (createdBulkMailOperation.StateCode.Value == AsyncOperationState.Completed)
{
Console.WriteLine("Operation Completed.");
}
else
{
Console.WriteLine("Operation not completed yet.");
}
#region Clean up
CleanUpSample(service);
#endregion Clean up
}
#endregion Demonstrate
#endregion Sample Code
else
{
const string UNABLE_TO_LOGIN_ERROR = "Unable to Login to Dynamics CRM";
if (service.LastCrmError.Equals(UNABLE_TO_LOGIN_ERROR))
{
Console.WriteLine("Check the connection string values in cds/App.config.");
throw new Exception(service.LastCrmError);
}
else
{
throw service.LastCrmException;
}
}
}
catch (Exception ex)
{
SampleHelpers.HandleException(ex);
}
finally
{
if (service != null)
{
service.Dispose();
}
Console.WriteLine("Press <Enter> to exit.");
Console.ReadLine();
}
}
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))
{
String ldapPath = String.Empty;
Guid businessUnitId;
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
// Call this method to create any data that this sample requires.
CreateRequiredRecords();
// Retrieve the sales people that will be added to the team.
salesPersons = SystemUserProvider.RetrieveSalespersons(_serviceProxy, ref ldapPath);
// Get the ID's of the current user and business unit.
var who = new WhoAmIRequest();
var whoResponse = (WhoAmIResponse)_serviceProxy.Execute(who);
_currentUserId = whoResponse.UserId;
businessUnitId = whoResponse.BusinessUnitId;
//<snippetCreateAndShareAccessTeam1>
// Create a access team.
var team = new Team
{
AdministratorId = new EntityReference(
"systemuser", _currentUserId),
Name = "UserAccess Test Team",
BusinessUnitId = new EntityReference(
"businessunit", businessUnitId),
TeamType = new OptionSetValue((int)TeamTeamType.Access),
};
_teamId = _serviceProxy.Create(team);
Console.WriteLine("Created an access team named '{0}'.", team.Name);
// Add two sales people to the access team.
var addToTeamRequest = new AddMembersTeamRequest
{
TeamId = _teamId,
MemberIds = new[] { salesPersons[0], salesPersons[1] }
};
_serviceProxy.Execute(addToTeamRequest);
Console.WriteLine("Added two sales people to the team.");
// Grant the team read/write access to an account.
var accountReference = new EntityReference(Account.EntityLogicalName, _accountId);
var teamReference = new EntityReference(Team.EntityLogicalName, _teamId);
var grantAccessRequest = new GrantAccessRequest
{
PrincipalAccess = new PrincipalAccess
{
AccessMask = AccessRights.ReadAccess | AccessRights.WriteAccess,
Principal = teamReference
},
Target = accountReference
};
_serviceProxy.Execute(grantAccessRequest);
Console.WriteLine("Granted read/write access on the account record to the team.");
//</snippetCreateAndShareAccessTeam1>
// Retrieve and display access information for the account.
RetrieveAndDisplayEntityAccess(accountReference);
// Display the account access for the team and its members.
var currentUserReference = new EntityReference(
SystemUser.EntityLogicalName, _currentUserId);
RetrieveAndDisplayPrincipalAccess(accountReference, currentUserReference,
"Current User");
var firstSalesPersonReference = new EntityReference(
SystemUser.EntityLogicalName, salesPersons[0]);
RetrieveAndDisplayPrincipalAccess(accountReference, firstSalesPersonReference,
"Sales Person");
var secondSalesPersonReference = new EntityReference(
SystemUser.EntityLogicalName, salesPersons[1]);
RetrieveAndDisplayPrincipalAccess(accountReference, secondSalesPersonReference,
"Sales Person");
// Delete all records created by this sample.
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>
/// Creates any entity records that this sample requires.
/// </summary>
public static void CreateRequiredRecords(CrmServiceClient service)
{
// Create a unique identifier for this sample for preventing name conflicts.
var sampleIdentifier = Guid.NewGuid();
// Retrieve/create the system users to use for the sample.
var ldapPath = String.Empty;
_systemUserIds = SystemUserProvider.RetrieveDelegates(
service, ref ldapPath);
// Retrieve the root business unit to use for creating the team for the
// sample.
var businessUnitQuery = new QueryExpression
{
EntityName = BusinessUnit.EntityLogicalName,
ColumnSet = new ColumnSet("businessunitid"),
Criteria = new FilterExpression()
};
businessUnitQuery.Criteria.AddCondition("parentbusinessunitid",
ConditionOperator.Null);
var businessUnitResult = service.RetrieveMultiple(businessUnitQuery);
var businessUnit = businessUnitResult.Entities[0].ToEntity <BusinessUnit>();
// Get the GUID of the current user.
var who = new WhoAmIRequest();
var whoResponse = (WhoAmIResponse)service.Execute(who);
_currentUserId = whoResponse.UserId;
// Create a team for use in the sample.
var team = new Team
{
AdministratorId = new EntityReference(
"systemuser", _currentUserId),
Name = String.Format("User Access Sample Team {0}", sampleIdentifier),
BusinessUnitId = businessUnit.ToEntityReference()
};
_teamId = service.Create(team);
// Add the second user to the newly created team.
var addToTeamRequest = new AddMembersTeamRequest
{
TeamId = _teamId,
MemberIds = new[] { _systemUserIds[1] }
};
service.Execute(addToTeamRequest);
// Create a account for use in the sample.
var account = new Account
{
Name = "User Access Sample Company",
};
_accountId = service.Create(account);
// Create a task to associate to the account.
var accountReference = new EntityReference(Account.EntityLogicalName, _accountId);
var task = new Task
{
Subject = "User Access Sample Task",
RegardingObjectId = accountReference
};
_taskId = service.Create(task);
// Create a letter to associate to the account.
var letter = new Letter
{
Subject = "User Access Sample Letter",
RegardingObjectId = accountReference
};
service.Create(letter);
}
private void WhoAmI()
{
WhoAmIRequest request = new WhoAmIRequest();
WhoAmIResponse response = (WhoAmIResponse)this.service.Execute(request);
MessageBox.Show(this, "Your ID is: " + response.UserId.ToString("B"));
}
[STAThread] // Added to support UX
static void Main(string[] args)
{
CrmServiceClient service = null;
try
{
service = SampleHelpers.Connect("Connect");
if (service.IsReady)
{
#region Sample Code
#region Set up
SetUpSample(service);
#endregion Set up
#region Demonstrate
// Enable auditing on the organization and for user access by editing the
// organization's settings.
// First, get the organization's ID from the system user record.
var whoAmIReq = new WhoAmIRequest();
var whoAmIRes = (WhoAmIResponse)service.Execute(whoAmIReq);
Guid orgId = whoAmIRes.OrganizationId;
_systemUserId = whoAmIRes.UserId;
// Next, retrieve the organization's record.
var org = (Organization)service.Retrieve(
Organization.EntityLogicalName, orgId,
new ColumnSet("organizationid", "isauditenabled", "isuseraccessauditenabled", "useraccessauditinginterval"));
// Finally, enable auditing on the organization, including auditing for
// user access.
bool organizationAuditingFlag = org.IsAuditEnabled.Value;
bool userAccessAuditingFlag = org.IsUserAccessAuditEnabled.Value;
if (!organizationAuditingFlag || !userAccessAuditingFlag)
{
org.IsAuditEnabled = true;
org.IsUserAccessAuditEnabled = true;
service.Update(org);
Console.WriteLine("Enabled auditing for the organization and for user access.");
Console.WriteLine("Auditing interval is set to {0} hours.", org.UserAccessAuditingInterval);
}
else
{
Console.WriteLine("Auditing was enabled before the sample began, so no auditing settings were changed.");
}
// Enable auditing on the account entity, since no audits will be created
// when we create/update an account entity, otherwise.
var oldAccountAuditing = EnableEntityAuditing(service, Account.EntityLogicalName, true);
// Make an update request to the Account entity to be tracked by auditing.
var newAccount = new Account();
newAccount.AccountId = _newAccountId;
newAccount.AccountNumber = "1-A";
newAccount.AccountCategoryCode = new OptionSetValue(
(int)AccountAccountCategoryCode.PreferredCustomer);
newAccount.Telephone1 = "555-555-5555";
service.Update(newAccount);
Console.WriteLine("Created an account and made updates which should be captured by auditing.");
// Set the organization and account auditing flags back to the old values
if (!organizationAuditingFlag || !userAccessAuditingFlag)
{
// Only revert them if they were actually changed to begin with.
org.IsAuditEnabled = organizationAuditingFlag;
org.IsUserAccessAuditEnabled = userAccessAuditingFlag;
service.Update(org);
Console.WriteLine("Reverted organization and user access auditing to their previous values.");
}
else
{
Console.WriteLine("Auditing was enabled before the sample began, so no auditing settings were reverted.");
}
// Revert the account entity auditing.
EnableEntityAuditing(service, Account.EntityLogicalName, oldAccountAuditing);
#endregion Revert auditing
#region Show Audited Records
// Select all columns for convenience.
var query = new QueryExpression(Audit.EntityLogicalName)
{
ColumnSet = new ColumnSet(true),
Criteria = new FilterExpression(LogicalOperator.And)
};
// Only retrieve audit records that track user access.
query.Criteria.AddCondition("action", ConditionOperator.In,
(int)AuditAction.UserAccessAuditStarted,
(int)AuditAction.UserAccessAuditStopped,
(int)AuditAction.UserAccessviaWebServices,
(int)AuditAction.UserAccessviaWeb);
// Change this to false in order to retrieve audit records for all users
// when running the sample.
var filterAuditsRetrievedByUser = true;
if (filterAuditsRetrievedByUser)
{
// Only retrieve audit records for the current user or the "SYSTEM"
// user.
var userFilter = new FilterExpression(LogicalOperator.Or);
userFilter.AddCondition(
"userid", ConditionOperator.Equal, _systemUserId);
userFilter.AddCondition(
"useridname", ConditionOperator.Equal, "SYSTEM");
}
// Only retrieve records for this sample run, so that we don't get too
// many results if auditing was enabled previously.
query.Criteria.AddCondition(
"createdon", ConditionOperator.GreaterEqual, DateTime.UtcNow);
var results = service.RetrieveMultiple(query);
Console.WriteLine("Retrieved audit records:");
foreach (Audit audit in results.Entities)
{
Console.Write("\r\n Action: {0}, User: {1},"
+ "\r\n Created On: {2}, Operation: {3}",
(AuditAction)audit.Action.Value,
audit.UserId.Name,
audit.CreatedOn.Value.ToLocalTime(),
(AuditOperation)audit.Operation.Value);
// Display the name of the related object (which will be the user
// for audit records with Action UserAccessviaWebServices.
if (!String.IsNullOrEmpty(audit.ObjectId.Name))
{
Console.WriteLine(
",\r\n Related Record: {0}", audit.ObjectId.Name);
}
else
{
Console.WriteLine();
}
}
#endregion Show Audited Records
#region Clean up
CleanUpSample(service);
#endregion Clean up
}
#endregion Demonstrate
else
{
const string UNABLE_TO_LOGIN_ERROR = "Unable to Login to Dynamics CRM";
if (service.LastCrmError.Equals(UNABLE_TO_LOGIN_ERROR))
{
Console.WriteLine("Check the connection string values in cds/App.config.");
throw new Exception(service.LastCrmError);
}
else
{
throw service.LastCrmException;
}
}
}
catch (Exception ex)
{
SampleHelpers.HandleException(ex);
}
finally
{
if (service != null)
{
service.Dispose();
}
Console.WriteLine("Press <Enter> to exit.");
Console.ReadLine();
}
}
/// <summary>
/// Creates any entity records that this sample requires.
/// </summary>
public void CreateRequiredRecords()
{
// Create a unique identifier for this sample for preventing name conflicts.
var sampleIdentifier = Guid.NewGuid();
// Retrieve/create the system users to use for the sample.
var ldapPath = String.Empty;
_systemUserIds = SystemUserProvider.RetrieveDelegates(
_serviceProxy, ref ldapPath);
// Retrieve the root business unit to use for creating the team for the
// sample.
var businessUnitQuery = new QueryExpression
{
EntityName = BusinessUnit.EntityLogicalName,
ColumnSet = new ColumnSet("businessunitid"),
Criteria = new FilterExpression()
};
businessUnitQuery.Criteria.AddCondition("parentbusinessunitid",
ConditionOperator.Null);
var businessUnitResult = _serviceProxy.RetrieveMultiple(businessUnitQuery);
var businessUnit = businessUnitResult.Entities[0].ToEntity<BusinessUnit>();
// Get the GUID of the current user.
var who = new WhoAmIRequest();
var whoResponse = (WhoAmIResponse)_serviceProxy.Execute(who);
_currentUserId = whoResponse.UserId;
// Create a team for use in the sample.
var team = new Team
{
AdministratorId = new EntityReference(
"systemuser", _currentUserId),
Name = String.Format("User Access Sample Team {0}", sampleIdentifier),
BusinessUnitId = businessUnit.ToEntityReference()
};
_teamId = _serviceProxy.Create(team);
// Add the second user to the newly created team.
var addToTeamRequest = new AddMembersTeamRequest
{
TeamId = _teamId,
MemberIds = new[] { _systemUserIds[1] }
};
_serviceProxy.Execute(addToTeamRequest);
// Create a lead for use in the sample.
var lead = new Lead
{
CompanyName = "User Access Sample Company",
FirstName = "Sample",
LastName = "Lead",
Subject = "User Access Sample Lead",
};
_leadId = _serviceProxy.Create(lead);
// Create a task to associate to the lead.
var leadReference = new EntityReference(Lead.EntityLogicalName, _leadId);
var task = new Task
{
Subject = "User Access Sample Task",
RegardingObjectId = leadReference
};
_taskId = _serviceProxy.Create(task);
// Create a letter to associate to the lead.
var letter = new Letter
{
Subject = "User Access Sample Letter",
RegardingObjectId = leadReference
};
_serviceProxy.Create(letter);
}
[STAThread] // Added to support UX
static void Main(string[] args)
{
CrmServiceClient service = null;
try
{
service = SampleHelpers.Connect("Connect");
if (service.IsReady)
{
#region sample Code
///////////////////
#region Set up
SetUpSample(service);
#endregion Setup
#region Demonstrate
// Create a contact to send an email to (To: field)
Contact emailContact = new Contact()
{
FirstName = "Lisa",
LastName = "Andrews",
EMailAddress1 = "*****@*****.**"
};
_contactId = service.Create(emailContact);
Console.WriteLine("Created a sample contact.");
// Get a system user to send the email (From: field)
WhoAmIRequest systemUserRequest = new WhoAmIRequest();
WhoAmIResponse systemUserResponse = (WhoAmIResponse)service.Execute(systemUserRequest);
ColumnSet cols = new ColumnSet("internalemailaddress");
SystemUser emailSender = (SystemUser)service.Retrieve(SystemUser.EntityLogicalName, systemUserResponse.UserId, cols);
// Create the request.
DeliverPromoteEmailRequest deliverEmailRequest = new DeliverPromoteEmailRequest
{
Subject = "SDK Sample Email",
To = emailContact.EMailAddress1,
From = emailSender.InternalEMailAddress,
Bcc = String.Empty,
Cc = String.Empty,
Importance = "high",
Body = "This message will create an email activity.",
//MessageId = Guid.NewGuid().ToString(),
SubmittedBy = "",
ReceivedOn = DateTime.Now
};
// We won't attach a file to the email, but the Attachments property is required.
deliverEmailRequest.Attachments = new EntityCollection(new ActivityMimeAttachment[0]);
deliverEmailRequest.Attachments.EntityName = ActivityMimeAttachment.EntityLogicalName;
// Execute the request.
DeliverPromoteEmailResponse deliverEmailResponse = (DeliverPromoteEmailResponse)service.Execute(deliverEmailRequest);
// Verify the success.
// Define an anonymous type to define the possible values for
// email status
var EmailStatus = new
{
Draft = 1,
Completed = 2,
Sent = 3,
Received = 3,
Canceled = 5,
PendingSend = 6,
Sending = 7,
Failed = 8,
};
// Query for the delivered email, and verify the status code is "Sent".
ColumnSet deliveredMailColumns = new ColumnSet("statuscode");
Email deliveredEmail = (Email)service.Retrieve(Email.EntityLogicalName, deliverEmailResponse.EmailId, deliveredMailColumns);
_emailId = deliveredEmail.ActivityId.Value;
if (deliveredEmail.StatusCode.Value == EmailStatus.Sent)
{
Console.WriteLine("Successfully created and delivered the e-mail message.");
}
DeleteRequiredRecords(service, prompt);
}
#endregion Demonstrate
#endregion Sample Code
else
{
const string UNABLE_TO_LOGIN_ERROR = "Unable to Login to Common Data Service";
if (service.LastCrmError.Equals(UNABLE_TO_LOGIN_ERROR))
{
Console.WriteLine("Check the connection string values in cds/App.config.");
throw new Exception(service.LastCrmError);
}
else
{
throw service.LastCrmException;
}
}
}
catch (Exception ex)
{
SampleHelpers.HandleException(ex);
}
finally
{
if (service != null)
{
service.Dispose();
}
Console.WriteLine("Press <Enter> to exit.");
Console.ReadLine();
}
}
private void WorkerDoWork(object sender, DoWorkEventArgs e)
{
var request = new WhoAmIRequest();
var response = (WhoAmIResponse)service.Execute(request);
((BackgroundWorker)sender).ReportProgress(0, "Your used id has been retrieved!");
e.Result = response.UserId;
}
/// <summary>
/// Create and configure the organization service proxy.
/// Initiate the method to create any data that this sample requires.
/// Book an appointment.
/// Optionally delete any entity records that were created for this sample.
/// </summary>
/// <param name="serverConfig">Contains server connection information.</param>
/// <param name="promptforDelete">When True, the user will be prompted to delete all
/// created entities.</param>
public void Run(ServerConnection.Configuration serverConfig, bool promptForDelete)
{
try
{
// Connect to the Organization service.
// The using statement assures that the service proxy will be properly disposed.
using (_serviceProxy = ServerConnection.GetOrganizationProxy(serverConfig))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
// Call the method to create any data that this sample requires.
CreateRequiredRecords();
//<snippetBookAppointment1>
// Get the current user information
WhoAmIRequest userRequest = new WhoAmIRequest();
WhoAmIResponse userResponse = (WhoAmIResponse)_serviceProxy.Execute(userRequest);
// Create the ActivityParty instance.
ActivityParty party = new ActivityParty
{
PartyId = new EntityReference(SystemUser.EntityLogicalName, userResponse.UserId)
};
// Create the appointment instance.
Appointment appointment = new Appointment
{
Subject = "Test Appointment",
Description = "Test Appointment created using the BookRequest Message.",
ScheduledStart = DateTime.Now.AddHours(1),
ScheduledEnd = DateTime.Now.AddHours(2),
Location = "Office",
RequiredAttendees = new ActivityParty[] { party },
Organizer = new ActivityParty[] { party }
};
// Use the Book request message.
BookRequest book = new BookRequest
{
Target = appointment
};
BookResponse booked = (BookResponse)_serviceProxy.Execute(book);
_appointmentId = booked.ValidationResult.ActivityId;
// Verify that the appointment has been scheduled.
if (_appointmentId != Guid.Empty)
{
Console.WriteLine("Succesfully booked {0}.", appointment.Subject);
}
//</snippetBookAppointment1>
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>
/// Tests the specified connection
/// </summary>
/// <param name="service">Organization service</param>
public void TestConnection(IOrganizationService service)
{
try
{
SendStepChange("Testing connection...");
var request = new WhoAmIRequest();
service.Execute(request);
}
catch (Exception error)
{
throw new Exception("Test connection failed: " + CrmExceptionHelper.GetErrorMessage(error, false));
}
}
/// <summary>
/// This method creates any entity records that this sample requires.
/// </summary>
public void CreateRequiredRecords()
{
// Get the current user's information.
WhoAmIRequest userRequest = new WhoAmIRequest();
WhoAmIResponse userResponse = (WhoAmIResponse)_serviceProxy.Execute(userRequest);
// Create the van resource.
Equipment van = new Equipment
{
Name = "Van 1",
TimeZoneCode = 1,
BusinessUnitId = new EntityReference(BusinessUnit.EntityLogicalName, userResponse.BusinessUnitId)
};
_vanId = _serviceProxy.Create(van);
Console.WriteLine("Created a sample equipment: {0}.", van.Name);
// Create the contraints for creating the plumber resource group
System.Text.StringBuilder builder = new System.Text.StringBuilder("<Constraints>");
builder.Append("<Constraint>");
builder.Append("<Expression>");
builder.Append("<Body>resource[\"Id\"] == ");
builder.Append(userResponse.UserId.ToString("B"));
builder.Append(" || resource[\"Id\"] == ");
builder.Append(_vanId.ToString("B"));
builder.Append("</Body>");
builder.Append("<Parameters>");
builder.Append("<Parameter name=\"resource\" />");
builder.Append("</Parameters>");
builder.Append("</Expression>");
builder.Append("</Constraint>");
builder.Append("</Constraints>");
// Define an anonymous type to define the possible constraint based group type code values.
var ConstraintBasedGroupTypeCode = new
{
Static = 0,
Dynamic = 1,
Implicit = 2
};
// Create the plumber resource group.
ConstraintBasedGroup group = new ConstraintBasedGroup
{
BusinessUnitId = new EntityReference(BusinessUnit.EntityLogicalName, userResponse.BusinessUnitId),
Name = "Plumber with Van 1",
Constraints = builder.ToString(),
GroupTypeCode = new OptionSetValue(ConstraintBasedGroupTypeCode.Static),
};
_groupId = _serviceProxy.Create(group);
Console.WriteLine("Created a sample resource group: {0}.", group.Name);
// Create the resource specification.
ResourceSpec spec = new ResourceSpec
{
BusinessUnitId = new EntityReference(BusinessUnit.EntityLogicalName, userResponse.BusinessUnitId),
ObjectiveExpression = @"
<Expression>
<Body>udf ""Random""(factory,resource,appointment,request,leftoffset,rightoffset)</Body>
<Parameters>
<Parameter name=""factory"" />
<Parameter name=""resource"" />
<Parameter name=""appointment"" />
<Parameter name=""request"" />
<Parameter name=""leftoffset"" />
<Parameter name=""rightoffset"" />
</Parameters>
<Properties EvaluationInterval=""P0D"" evaluationcost=""0"" />
</Expression>" ,
RequiredCount = 1,
Name = "Test Spec",
GroupObjectId = _groupId
};
_specId = _serviceProxy.Create(spec);
// Create the plumber required resource object.
RequiredResource plumberReq = new RequiredResource
{
ResourceId = userResponse.UserId, // assume current user is the plumber
ResourceSpecId = _specId
};
// Create the service for the equipment.
Service plumberService = new Service
{
Name = "Plumber 1",
Duration = 60,
InitialStatusCode = new OptionSetValue(1),
Granularity = "FREQ=MINUTELY;INTERVAL=15;",
ResourceSpecId = new EntityReference(ResourceSpec.EntityLogicalName, _specId)
};
_plumberServiceId = _serviceProxy.Create(plumberService);
Console.WriteLine("Created a sample service for the equipment: {0}.", plumberService.Name);
}
