[STAThread] // Added to support UX
static void Main(string[] args)
{
CrmServiceClient service = null;
try
{
service = SampleHelpers.Connect("Connect");
if (service.IsReady)
{
#region Sample Code
//////////////////////////////////////////////
#region Set up
SetUpSample(service);
#endregion Set up
#region Demonstrate
// Create the revenue metric, setting the Amount Data Type to 'Money'
// and the Metric Type to 'Amount'.
Metric sampleMetric = new Metric()
{
Name = "Sample Revenue Metric",
AmountDataType = new OptionSetValue(0),
IsAmount = true,
};
_metricId = service.Create(sampleMetric);
Console.Write("Created revenue metric, ");
// Create first RollupField which targets the estimated values.
RollupField inProgress = new RollupField()
{
SourceEntity = Opportunity.EntityLogicalName,
SourceAttribute = "estimatedvalue",
GoalAttribute = "inprogressmoney",
SourceState = 0,
EntityForDateAttribute = Opportunity.EntityLogicalName,
DateAttribute = "estimatedclosedate",
MetricId = new EntityReference(Metric.EntityLogicalName, _metricId),
};
_inProgressId = service.Create(inProgress);
Console.Write("created in-progress RollupField, ");
// Create second RollupField which targets the actual values.
RollupField actual = new RollupField()
{
SourceEntity = Opportunity.EntityLogicalName,
SourceAttribute = "actualvalue",
GoalAttribute = "actualmoney",
SourceState = 1,
EntityForDateAttribute = Opportunity.EntityLogicalName,
DateAttribute = "actualclosedate",
MetricId = new EntityReference(Metric.EntityLogicalName, _metricId)
};
_actualId = service.Create(actual);
Console.Write("created actual revenue RollupField, ");
// Create the goal rollup queries.
// Note: Formatting the FetchXml onto multiple lines in the following
// rollup queries causes the lenth property to be greater than 1,000
// chars and will cause an exception.
// The first query locates opportunities in the first sales
// representative's area (zip code: 60661).
GoalRollupQuery goalRollupQuery = new GoalRollupQuery()
{
Name = "First Example Goal Rollup Query",
QueryEntityType = Opportunity.EntityLogicalName,
FetchXml = @"<fetch version=""1.0"" output-format=""xml-platform"" mapping=""logical"" distinct=""false""><entity name=""opportunity""><attribute name=""totalamount""/><attribute name=""name""/><attribute name=""customerid""/><attribute name=""estimatedvalue""/><attribute name=""statuscode""/><attribute name=""opportunityid""/><order attribute=""name"" descending=""false""/><link-entity name=""account"" from=""accountid"" to=""customerid"" alias=""aa""><filter type=""and""><condition attribute=""address1_postalcode"" operator=""eq"" value=""60661""/></filter></link-entity></entity></fetch>"
};
_rollupQueryIds.Add(service.Create(goalRollupQuery));
Console.Write("created first rollup query for zip code 60661, ");
// The second query locates opportunities in the second sales
// representative's area (zip code: 99999).
goalRollupQuery = new GoalRollupQuery()
{
Name = "Second Example Goal Rollup Query",
QueryEntityType = Opportunity.EntityLogicalName,
FetchXml = @"<fetch version=""1.0"" output-format=""xml-platform"" mapping=""logical"" distinct=""false""><entity name=""opportunity""><attribute name=""totalamount""/><attribute name=""customerid""/><attribute name=""estimatedvalue""/><attribute name=""statuscode""/><attribute name=""opportunityid""/><order attribute=""name"" descending=""false""/><link-entity name=""account"" from=""accountid"" to=""customerid"" alias=""aa""><filter type=""and""><condition attribute=""address1_postalcode"" operator=""eq"" value=""99999""/></filter></link-entity></entity></fetch>"
};
_rollupQueryIds.Add(service.Create(goalRollupQuery));
Console.WriteLine("created second rollup query for zip code 99999.");
Console.WriteLine();
// Create three goals: one parent goal and two child goals.
Goal parentGoal = new Goal()
{
Title = "Parent Goal Example",
RollupOnlyFromChildGoals = true,
ConsiderOnlyGoalOwnersRecords = true,
TargetMoney = new Money(300.0M),
IsFiscalPeriodGoal = false,
MetricId = new EntityReference
{
Id = _metricId,
LogicalName = Metric.EntityLogicalName
},
GoalOwnerId = new EntityReference
{
Id = _salesManagerId,
LogicalName = SystemUser.EntityLogicalName
},
OwnerId = new EntityReference
{
Id = _salesManagerId,
LogicalName = SystemUser.EntityLogicalName
},
GoalStartDate = DateTime.Today.AddDays(-1),
GoalEndDate = DateTime.Today.AddDays(30)
};
_parentGoalId = service.Create(parentGoal);
Console.WriteLine("Created parent goal");
Console.WriteLine("-------------------");
Console.WriteLine("Target: {0}", parentGoal.TargetMoney.Value);
Console.WriteLine("Goal owner: {0}", parentGoal.GoalOwnerId.Id);
Console.WriteLine("Goal Start Date: {0}", parentGoal.GoalStartDate);
Console.WriteLine("Goal End Date: {0}", parentGoal.GoalEndDate);
Console.WriteLine("<End of Listing>");
Console.WriteLine();
Goal firstChildGoal = new Goal()
{
Title = "First Child Goal Example",
ConsiderOnlyGoalOwnersRecords = true,
TargetMoney = new Money(100.0M),
IsFiscalPeriodGoal = false,
MetricId = new EntityReference
{
Id = _metricId,
LogicalName = Metric.EntityLogicalName
},
ParentGoalId = new EntityReference
{
Id = _parentGoalId,
LogicalName = Goal.EntityLogicalName
},
GoalOwnerId = new EntityReference
{
Id = _salesRepresentativeIds[0],
LogicalName = SystemUser.EntityLogicalName
},
OwnerId = new EntityReference
{
Id = _salesManagerId,
LogicalName = SystemUser.EntityLogicalName
},
RollUpQueryActualMoneyId = new EntityReference
{
Id = _rollupQueryIds[0],
LogicalName = GoalRollupQuery.EntityLogicalName
},
GoalStartDate = DateTime.Today.AddDays(-1),
GoalEndDate = DateTime.Today.AddDays(30)
};
_firstChildGoalId = service.Create(firstChildGoal);
Console.WriteLine("First child goal");
Console.WriteLine("----------------");
Console.WriteLine("Target: {0}", firstChildGoal.TargetMoney.Value);
Console.WriteLine("Goal owner: {0}", firstChildGoal.GoalOwnerId.Id);
Console.WriteLine("Goal Start Date: {0}", firstChildGoal.GoalStartDate);
Console.WriteLine("Goal End Date: {0}", firstChildGoal.GoalEndDate);
Console.WriteLine();
Goal secondChildGoal = new Goal()
{
Title = "Second Child Goal Example",
ConsiderOnlyGoalOwnersRecords = true,
TargetMoney = new Money(200.0M),
IsFiscalPeriodGoal = false,
MetricId = new EntityReference
{
Id = _metricId,
LogicalName = Metric.EntityLogicalName
},
ParentGoalId = new EntityReference
{
Id = _parentGoalId,
LogicalName = Goal.EntityLogicalName
},
GoalOwnerId = new EntityReference
{
Id = _salesRepresentativeIds[1],
LogicalName = SystemUser.EntityLogicalName
},
OwnerId = new EntityReference
{
Id = _salesManagerId,
LogicalName = SystemUser.EntityLogicalName
},
RollUpQueryActualMoneyId = new EntityReference
{
Id = _rollupQueryIds[1],
LogicalName = GoalRollupQuery.EntityLogicalName
},
GoalStartDate = DateTime.Today.AddDays(-1),
GoalEndDate = DateTime.Today.AddDays(30)
};
_secondChildGoalId = service.Create(secondChildGoal);
Console.WriteLine("Second child goal");
Console.WriteLine("-----------------");
Console.WriteLine("Target: {0}", secondChildGoal.TargetMoney.Value);
Console.WriteLine("Goal owner: {0}", secondChildGoal.GoalOwnerId.Id);
Console.WriteLine("Goal Start Date: {0}", secondChildGoal.GoalStartDate);
Console.WriteLine("Goal End Date: {0}", secondChildGoal.GoalEndDate);
Console.WriteLine();
// Calculate roll-up of goals.
RecalculateRequest recalculateRequest = new RecalculateRequest()
{
Target = new EntityReference(Goal.EntityLogicalName, _parentGoalId)
};
service.Execute(recalculateRequest);
Console.WriteLine("Calculated roll-up of goals.");
// Retrieve and report 3 different computed values for the goals
// - Percentage
// - ComputedTargetAsOfTodayPercentageAchieved
// - ComputedTargetAsOfTodayMoney
QueryExpression retrieveValues = new QueryExpression()
{
EntityName = Goal.EntityLogicalName,
ColumnSet = new ColumnSet(
"title",
"percentage",
"computedtargetasoftodaypercentageachieved",
"computedtargetasoftodaymoney")
};
EntityCollection ec = service.RetrieveMultiple(retrieveValues);
// Compute and display the results
for (int i = 0; i < ec.Entities.Count; i++)
{
Goal temp = (Goal)ec.Entities[i];
Console.WriteLine("Roll-up details for goal: {0}", temp.Title);
Console.WriteLine("---------------");
Console.WriteLine("Percentage: {0}", temp.Percentage);
Console.WriteLine("ComputedTargetAsOfTodayPercentageAchieved: {0}",
temp.ComputedTargetAsOfTodayPercentageAchieved);
Console.WriteLine("ComputedTargetAsOfTodayMoney: {0}",
temp.ComputedTargetAsOfTodayMoney.Value);
Console.WriteLine("<End of Listing>");
}
#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();
}
}
[STAThread] // Added to support UX
static void Main(string[] args)
{
CrmServiceClient service = null;
try
{
service = SampleHelpers.Connect("Connect");
if (service.IsReady)
{
#region Sample Code
//////////////////////////////////////////////
#region Set up
SetUpSample(service);
#endregion Set up
#region Demonstrate
// Create the revenue metric, setting the Amount Data Type to 'Money'
// and the Metric Type to 'Amount'.
Metric sampleMetric = new Metric()
{
Name = "Sample Revenue Metric",
AmountDataType = new OptionSetValue(0),
IsAmount = true,
};
_metricId = service.Create(sampleMetric);
sampleMetric.Id = _metricId;
Console.Write("Created revenue metric, ");
#region Create RollupFields
// Create RollupField which targets the actual totals.
RollupField actual = new RollupField()
{
SourceEntity = SalesOrder.EntityLogicalName,
SourceAttribute = "totalamount",
GoalAttribute = "actualmoney",
SourceState = 1,
EntityForDateAttribute = SalesOrder.EntityLogicalName,
DateAttribute = "datefulfilled",
MetricId = sampleMetric.ToEntityReference()
};
_actualId = service.Create(actual);
Console.Write("created actual revenue RollupField, ");
#endregion
#region Create the goal rollup query
// The query locates sales orders in the first sales
// representative's area (zip code: 60661) and with a value
// greater than $1,000.
GoalRollupQuery goalRollupQuery = new GoalRollupQuery()
{
Name = "First Example Goal Rollup Query",
QueryEntityType = SalesOrder.EntityLogicalName,
FetchXml = @"<fetch mapping=""logical"" version=""1.0""><entity name=""salesorder""><attribute name=""customerid"" /><attribute name=""name"" /><attribute name=""salesorderid"" /><attribute name=""statuscode"" /><attribute name=""totalamount"" /><order attribute=""name"" /><filter><condition attribute=""totalamount"" operator=""gt"" value=""1000"" /><condition attribute=""billto_postalcode"" operator=""eq"" value=""60661"" /></filter></entity></fetch>"
};
_rollupQueryId = service.Create(goalRollupQuery);
goalRollupQuery.Id = _rollupQueryId;
Console.Write("created rollup query.");
Console.WriteLine();
#endregion
#region Create two goals: one parent and one child goal
// Create the parent goal.
Goal parentGoal = new Goal()
{
Title = "Parent Goal Example",
RollupOnlyFromChildGoals = true,
TargetMoney = new Money(1000.0M),
IsFiscalPeriodGoal = false,
MetricId = sampleMetric.ToEntityReference(),
GoalOwnerId = new EntityReference
{
Id = _salesManagerId,
LogicalName = SystemUser.EntityLogicalName
},
OwnerId = new EntityReference
{
Id = _salesManagerId,
LogicalName = SystemUser.EntityLogicalName
},
GoalStartDate = DateTime.Today.AddDays(-1),
GoalEndDate = DateTime.Today.AddDays(30)
};
_parentGoalId = service.Create(parentGoal);
parentGoal.Id = _parentGoalId;
Console.WriteLine("Created parent goal");
Console.WriteLine("-------------------");
Console.WriteLine("Target: {0}", parentGoal.TargetMoney.Value);
Console.WriteLine("Goal owner: {0}", parentGoal.GoalOwnerId.Id);
Console.WriteLine("Goal Start Date: {0}", parentGoal.GoalStartDate);
Console.WriteLine("Goal End Date: {0}", parentGoal.GoalEndDate);
Console.WriteLine("<End of Listing>");
Console.WriteLine();
// Create the child goal.
Goal firstChildGoal = new Goal()
{
Title = "First Child Goal Example",
ConsiderOnlyGoalOwnersRecords = true,
TargetMoney = new Money(1000.0M),
IsFiscalPeriodGoal = false,
MetricId = sampleMetric.ToEntityReference(),
ParentGoalId = parentGoal.ToEntityReference(),
GoalOwnerId = new EntityReference
{
Id = _salesRepresentativeId,
LogicalName = SystemUser.EntityLogicalName
},
OwnerId = new EntityReference
{
Id = _salesManagerId,
LogicalName = SystemUser.EntityLogicalName
},
RollUpQueryActualMoneyId = goalRollupQuery.ToEntityReference(),
GoalStartDate = DateTime.Today.AddDays(-1),
GoalEndDate = DateTime.Today.AddDays(30)
};
_firstChildGoalId = service.Create(firstChildGoal);
Console.WriteLine("First child goal");
Console.WriteLine("----------------");
Console.WriteLine("Target: {0}", firstChildGoal.TargetMoney.Value);
Console.WriteLine("Goal owner: {0}", firstChildGoal.GoalOwnerId.Id);
Console.WriteLine("Goal Start Date: {0}", firstChildGoal.GoalStartDate);
Console.WriteLine("Goal End Date: {0}", firstChildGoal.GoalEndDate);
Console.WriteLine("<End of Listing>");
Console.WriteLine();
#endregion
// Calculate roll-up of goals.
// Note: Recalculate can be run against any goal in the tree to cause
// a rollup of the whole tree.
RecalculateRequest recalculateRequest = new RecalculateRequest()
{
Target = parentGoal.ToEntityReference()
};
service.Execute(recalculateRequest);
Console.WriteLine("Calculated roll-up of goals.");
Console.WriteLine();
// Retrieve and report 3 different computed values for the goals
// - Percentage
// - ComputedTargetAsOfTodayPercentageAchieved
// - ComputedTargetAsOfTodayMoney
QueryExpression retrieveValues = new QueryExpression()
{
EntityName = Goal.EntityLogicalName,
ColumnSet = new ColumnSet(
"title",
"computedtargetasoftodaypercentageachieved",
"computedtargetasoftodaymoney")
};
EntityCollection ec = service.RetrieveMultiple(retrieveValues);
// Compute and display the results
for (int i = 0; i < ec.Entities.Count; i++)
{
Goal temp = (Goal)ec.Entities[i];
Console.WriteLine("Roll-up details for goal: {0}", temp.Title);
Console.WriteLine("---------------");
Console.WriteLine("ComputedTargetAsOfTodayPercentageAchieved: {0}",
temp.ComputedTargetAsOfTodayPercentageAchieved);
Console.WriteLine("ComputedTargetAsOfTodayMoney: {0}",
temp.ComputedTargetAsOfTodayMoney.Value);
Console.WriteLine("<End of Listing>");
}
#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();
}
}
[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
// Get the current user's information.
WhoAmIRequest userRequest = new WhoAmIRequest();
WhoAmIResponse userResponse = (WhoAmIResponse)service.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)service.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.");
}
}
else
{
const string UNABLE_TO_LOGIN_ERROR = "Unable to Login to Microsoft Dataverse";
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 Demonstrate
catch (Exception ex)
{
SampleHelpers.HandleException(ex);
}
finally
{
if (service != null)
{
service.Dispose();
}
Console.WriteLine("Press <Enter> to exit.");
Console.ReadLine();
}
}
[STAThread] // Added to support UX
static void Main(string[] args)
{
CrmServiceClient service = null;
try
{
service = SampleHelpers.Connect("Connect");
if (service.IsReady)
{
#region Sample Code
//////////////////////////////////////////////
#region Set up
SetUpSample(service);
#endregion Set up
#region Demonstrate
// Create three e-mail attachments
for (int i = 0; i < 3; i++)
{
ActivityMimeAttachment _sampleAttachment = new ActivityMimeAttachment
{
ObjectId = new EntityReference(Email.EntityLogicalName, emailId),
ObjectTypeCode = Email.EntityLogicalName,
Subject = String.Format("Sample Attachment {0}", i),
Body = System.Convert.ToBase64String(
new ASCIIEncoding().GetBytes("Example Attachment")),
FileName = String.Format("ExampleAttachment{0}.txt", i)
};
emailAttachmentId[i] = service.Create(_sampleAttachment);
}
Console.WriteLine("Created three e-mail attachments for the e-mail activity.");
// Retrieve an attachment including its id, subject, filename and body.
ActivityMimeAttachment _singleAttachment =
(ActivityMimeAttachment)service.Retrieve(
ActivityMimeAttachment.EntityLogicalName,
emailAttachmentId[0],
new ColumnSet("activitymimeattachmentid",
"subject",
"filename",
"body"));
Console.WriteLine("Retrieved an email attachment, {0}.", _singleAttachment.FileName);
// Update attachment
_singleAttachment.FileName = "ExampleAttachmentUpdated.txt";
service.Update(_singleAttachment);
Console.WriteLine("Updated the retrieved e-mail attachment to {0}.", _singleAttachment.FileName);
// Retrieve all attachments associated with the email activity.
QueryExpression _attachmentQuery = new QueryExpression
{
EntityName = ActivityMimeAttachment.EntityLogicalName,
ColumnSet = new ColumnSet("activitymimeattachmentid"),
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression
{
AttributeName = "objectid",
Operator = ConditionOperator.Equal,
Values = { emailId }
},
new ConditionExpression
{
AttributeName = "objecttypecode",
Operator = ConditionOperator.Equal,
Values = { Email.EntityLogicalName }
}
}
}
};
EntityCollection results = service.RetrieveMultiple(
_attachmentQuery);
Console.WriteLine("Retrieved all the e-mail attachments.");
#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();
}
}
[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
// Grab all Solution Components for a solution.
QueryByAttribute componentQuery = new QueryByAttribute
{
EntityName = SolutionComponent.EntityLogicalName,
ColumnSet = new ColumnSet("componenttype", "objectid", "solutioncomponentid", "solutionid"),
Attributes = { "solutionid" },
// In your code, this value would probably come from another query.
Values = { _primarySolutionId }
};
IEnumerable <SolutionComponent> allComponents =
service.RetrieveMultiple(componentQuery).Entities.Cast <SolutionComponent>();
foreach (SolutionComponent component in allComponents)
{
// For each solution component, retrieve all dependencies for the component.
RetrieveDependentComponentsRequest dependentComponentsRequest =
new RetrieveDependentComponentsRequest
{
ComponentType = component.ComponentType.Value,
ObjectId = component.ObjectId.Value
};
RetrieveDependentComponentsResponse dependentComponentsResponse =
(RetrieveDependentComponentsResponse)service.Execute(dependentComponentsRequest);
// If there are no dependent components, we can ignore this component.
if (dependentComponentsResponse.EntityCollection.Entities.Any() == false)
{
continue;
}
// If there are dependencies upon this solution component, and the solution
// itself is managed, then you will be unable to delete the solution.
Console.WriteLine("Found {0} dependencies for Component {1} of type {2}",
dependentComponentsResponse.EntityCollection.Entities.Count,
component.ObjectId.Value,
component.ComponentType.Value
);
//A more complete report requires more code
foreach (Dependency d in dependentComponentsResponse.EntityCollection.Entities)
{
DependencyReport(service, d);
}
}
//Find out if any dependencies on a specific global option set would prevent it from being deleted
// Use the RetrieveOptionSetRequest message to retrieve
// a global option set by it's name.
RetrieveOptionSetRequest retrieveOptionSetRequest =
new RetrieveOptionSetRequest
{
Name = _globalOptionSetName
};
// Execute the request.
RetrieveOptionSetResponse retrieveOptionSetResponse =
(RetrieveOptionSetResponse)service.Execute(
retrieveOptionSetRequest);
_globalOptionSetId = retrieveOptionSetResponse.OptionSetMetadata.MetadataId;
if (_globalOptionSetId != null)
{
//Use the global OptionSet MetadataId with the appropriate componenttype
// to call RetrieveDependenciesForDeleteRequest
RetrieveDependenciesForDeleteRequest retrieveDependenciesForDeleteRequest = new RetrieveDependenciesForDeleteRequest
{
ComponentType = (int)componenttype.OptionSet,
ObjectId = (Guid)_globalOptionSetId
};
RetrieveDependenciesForDeleteResponse retrieveDependenciesForDeleteResponse =
(RetrieveDependenciesForDeleteResponse)service.Execute(retrieveDependenciesForDeleteRequest);
Console.WriteLine("");
foreach (Dependency d in retrieveDependenciesForDeleteResponse.EntityCollection.Entities)
{
if (d.DependentComponentType.Value == 2)//Just testing for Attributes
{
String attributeLabel = "";
RetrieveAttributeRequest retrieveAttributeRequest = new RetrieveAttributeRequest
{
MetadataId = (Guid)d.DependentComponentObjectId
};
RetrieveAttributeResponse retrieveAttributeResponse = (RetrieveAttributeResponse)service.Execute(retrieveAttributeRequest);
AttributeMetadata attmet = retrieveAttributeResponse.AttributeMetadata;
attributeLabel = attmet.DisplayName.UserLocalizedLabel.Label;
Console.WriteLine("An {0} named {1} will prevent deleting the {2} global option set.",
(componenttype)d.DependentComponentType.Value,
attributeLabel,
_globalOptionSetName);
}
}
}
#region Clean up
CleanUpSample(service);
#endregion Clen up
//DeleteRequiredRecords(promptForDelete);
}
#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();
}
}
[STAThread] // Required to support the interactive login experience
static void Main(string[] args)
{
CrmServiceClient service = null;
try
{
service = SampleHelpers.Connect("Connect");
if (service.IsReady)
{
// Create any entity records that the demonstration code requires
SetUpSample(service);
#region Demonstrate
// TODO Add demonstration code here
// Create the count metric, setting the Metric Type to 'Count' by
// setting IsAmount to false.
Metric sampleMetric = new Metric()
{
Name = "Sample Count Metric",
IsAmount = false,
};
_metricId = _serviceProxy.Create(sampleMetric);
sampleMetric.Id = _metricId;
Console.Write("Created phone call metric, ");
#region Create RollupFields
// Create RollupField which targets completed (received) phone calls.
RollupField actual = new RollupField()
{
SourceEntity = PhoneCall.EntityLogicalName,
GoalAttribute = "actualinteger",
SourceState = 1,
SourceStatus = 4,
EntityForDateAttribute = PhoneCall.EntityLogicalName,
DateAttribute = "actualend",
MetricId = sampleMetric.ToEntityReference()
};
_actualId = _serviceProxy.Create(actual);
Console.Write("created actual revenue RollupField, ");
// Create RollupField which targets open (in-progress) phone calls.
RollupField inprogress = new RollupField()
{
SourceEntity = PhoneCall.EntityLogicalName,
GoalAttribute = "inprogressinteger",
SourceState = 0,
EntityForDateAttribute = PhoneCall.EntityLogicalName,
DateAttribute = "createdon",
MetricId = sampleMetric.ToEntityReference()
};
_inprogressId = _serviceProxy.Create(inprogress);
Console.Write("created in-progress revenue RollupField, ");
#endregion
#region Create the goal rollup queries
// Note: Formatting the FetchXml onto multiple lines in the following
// rollup queries causes the length property to be greater than 1,000
// chars and will cause an exception.
// The following query locates closed incoming phone calls.
GoalRollupQuery goalRollupQuery = new GoalRollupQuery()
{
Name = "Example Goal Rollup Query - Actual",
QueryEntityType = PhoneCall.EntityLogicalName,
FetchXml = @"<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'><entity name='phonecall'><attribute name='subject'/><attribute name='statecode'/><attribute name='prioritycode'/><attribute name='scheduledend'/><attribute name='createdby'/><attribute name='regardingobjectid'/><attribute name='activityid'/><order attribute='subject' descending='false'/><filter type='and'><condition attribute='directioncode' operator='eq' value='0'/><condition attribute='statecode' operator='eq' value='1' /></filter></entity></fetch>"
};
_rollupQueryIds.Add(_serviceProxy.Create(goalRollupQuery));
goalRollupQuery.Id = _rollupQueryIds[0];
// The following query locates open incoming phone calls.
GoalRollupQuery inProgressGoalRollupQuery = new GoalRollupQuery()
{
Name = "Example Goal Rollup Query - InProgress",
QueryEntityType = PhoneCall.EntityLogicalName,
FetchXml = @"<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'><entity name='phonecall'><attribute name='subject'/><attribute name='statecode'/><attribute name='prioritycode'/><attribute name='scheduledend'/><attribute name='createdby'/><attribute name='regardingobjectid'/><attribute name='activityid'/><order attribute='subject' descending='false'/><filter type='and'><condition attribute='directioncode' operator='eq' value='0'/><condition attribute='statecode' operator='eq' value='0' /></filter></entity></fetch>"
};
_rollupQueryIds.Add(_serviceProxy.Create(inProgressGoalRollupQuery));
inProgressGoalRollupQuery.Id = _rollupQueryIds[1];
Console.Write("created rollup queries for incoming phone calls.\n");
Console.WriteLine();
#endregion
#region Create a goal to track the open incoming phone calls.
// Create the goal.
Goal goal = new Goal()
{
Title = "Sample Goal",
RollupOnlyFromChildGoals = false,
ConsiderOnlyGoalOwnersRecords = false,
TargetInteger = 5,
RollupQueryActualIntegerId = goalRollupQuery.ToEntityReference(),
RollUpQueryInprogressIntegerId =
inProgressGoalRollupQuery.ToEntityReference(),
IsFiscalPeriodGoal = false,
MetricId = sampleMetric.ToEntityReference(),
GoalOwnerId = new EntityReference
{
Id = _salesManagerId,
LogicalName = SystemUser.EntityLogicalName
},
OwnerId = new EntityReference
{
Id = _salesManagerId,
LogicalName = SystemUser.EntityLogicalName
},
GoalStartDate = DateTime.Today.AddDays(-1),
GoalEndDate = DateTime.Today.AddDays(30)
};
_goalId = _serviceProxy.Create(goal);
goal.Id = _goalId;
Console.WriteLine("Created goal");
Console.WriteLine("-------------------");
Console.WriteLine("Target: {0}", goal.TargetInteger.Value);
Console.WriteLine("Goal owner: {0}", goal.GoalOwnerId.Id);
Console.WriteLine("Goal Start Date: {0}", goal.GoalStartDate);
Console.WriteLine("Goal End Date: {0}", goal.GoalEndDate);
Console.WriteLine("<End of Listing>");
Console.WriteLine();
#endregion
#region Calculate rollup and display result
// Calculate roll-up of the goal.
RecalculateRequest recalculateRequest = new RecalculateRequest()
{
Target = goal.ToEntityReference()
};
_serviceProxy.Execute(recalculateRequest);
Console.WriteLine("Calculated roll-up of goal.");
Console.WriteLine();
// Retrieve and report 3 different computed values for the goal
// - Percentage
// - Actual (Integer)
// - In-Progress (Integer)
QueryExpression retrieveValues = new QueryExpression()
{
EntityName = Goal.EntityLogicalName,
ColumnSet = new ColumnSet(
"title",
"percentage",
"actualinteger",
"inprogressinteger")
};
EntityCollection ec = _serviceProxy.RetrieveMultiple(retrieveValues);
// Compute and display the results.
for (int i = 0; i < ec.Entities.Count; i++)
{
Goal temp = (Goal)ec.Entities[i];
Console.WriteLine("Roll-up details for goal: {0}", temp.Title);
Console.WriteLine("---------------");
Console.WriteLine("Percentage Achieved: {0}",
temp.Percentage);
Console.WriteLine("Actual (Integer): {0}",
temp.ActualInteger.Value);
Console.WriteLine("In-Progress (Integer): {0}",
temp.InProgressInteger.Value);
Console.WriteLine("<End of Listing>");
}
Console.WriteLine();
#endregion
#region Update goal to override the actual rollup value
// Override the actual and in-progress values of the goal.
// To prevent rollup values to be overwritten during next Recalculate operation,
// set: goal.IsOverridden = true;
goal.IsOverride = true;
goal.ActualInteger = 10;
goal.InProgressInteger = 5;
// Update the goal.
UpdateRequest update = new UpdateRequest()
{
Target = goal
};
_serviceProxy.Execute(update);
Console.WriteLine("Goal actual and in-progress values overridden.");
Console.WriteLine();
#endregion
#region Retrieve result of manual override
// Retrieve and report 3 different computed values for the goal
// - Percentage
// - Actual (Integer)
// - In-Progress (Integer)
retrieveValues = new QueryExpression()
{
EntityName = Goal.EntityLogicalName,
ColumnSet = new ColumnSet(
"title",
"percentage",
"actualinteger",
"inprogressinteger")
};
ec = _serviceProxy.RetrieveMultiple(retrieveValues);
// Compute and display the results.
for (int i = 0; i < ec.Entities.Count; i++)
{
Goal temp = (Goal)ec.Entities[i];
Console.WriteLine("Roll-up details for goal: {0}", temp.Title);
Console.WriteLine("---------------");
Console.WriteLine("Percentage Achieved: {0}",
temp.Percentage);
Console.WriteLine("Actual (Integer): {0}",
temp.ActualInteger.Value);
Console.WriteLine("In-Progress (Integer): {0}",
temp.InProgressInteger.Value);
Console.WriteLine("<End of Listing>");
}
Console.WriteLine();
#endregion
#region Close the goal
// Close the goal.
SetStateRequest closeGoal = new SetStateRequest()
{
EntityMoniker = goal.ToEntityReference(),
State = new OptionSetValue(1),
Status = new OptionSetValue(1)
};
Console.WriteLine("Goal closed.");
#endregion
#endregion Demonstrate
}
else
{
const string UNABLE_TO_LOGIN_ERROR = "Unable to Login to Common Data Service";
if (service.LastCrmError.Equals(UNABLE_TO_LOGIN_ERROR))
{
Console.WriteLine("Check the connection string values in cds/App.config.");
throw new Exception(service.LastCrmError);
}
else
{
throw service.LastCrmException;
}
}
}
catch (Exception ex)
{
SampleHelpers.HandleException(ex);
}
finally
{
if (service != null)
{
service.Dispose();
}
Console.WriteLine("Press <Enter> to exit.");
Console.ReadLine();
}
}
[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
Console.WriteLine("Enabling auditing on the organization and account entities.");
// Enable auditing on the organization.
// First, get the organization's ID from the system user record.
Guid orgId = ((WhoAmIResponse)service.Execute(new WhoAmIRequest())).OrganizationId;
// Next, retrieve the organization's record.
var org = service.Retrieve(Organization.EntityLogicalName, orgId,
new ColumnSet(new string[] { "organizationid", "isauditenabled" })) as Organization;
// Finally, enable auditing on the organization.
bool organizationAuditingFlag = org.IsAuditEnabled.Value;
org.IsAuditEnabled = true;
service.Update(org);
// Enable auditing on account entities.
bool accountAuditingFlag = EnableEntityAuditing(service, Account.EntityLogicalName, true);
#endregion Enable Auditing for an Account
#region Retrieve the Record Change History
Console.WriteLine("Retrieving the account change history.\n");
// Retrieve the audit history for the account and display it.
var changeRequest = new RetrieveRecordChangeHistoryRequest();
changeRequest.Target = new EntityReference(Account.EntityLogicalName, _newAccountId);
var changeResponse =
(RetrieveRecordChangeHistoryResponse)service.Execute(changeRequest);
AuditDetailCollection details = changeResponse.AuditDetailCollection;
foreach (AttributeAuditDetail detail in details.AuditDetails)
{
// Display some of the detail information in each audit record.
DisplayAuditDetails(service, detail);
}
#endregion Retrieve the Record Change History
#region Retrieve the Attribute Change History
// Update the Telephone1 attribute in the Account entity record.
var accountToUpdate = new Account();
accountToUpdate.AccountId = _newAccountId;
accountToUpdate.Telephone1 = "123-555-5555";
service.Update(accountToUpdate);
Console.WriteLine("Updated the Telephone1 field in the Account entity.");
// Retrieve the attribute change history.
Console.WriteLine("Retrieving the attribute change history for Telephone1.");
var attributeChangeHistoryRequest = new RetrieveAttributeChangeHistoryRequest
{
Target = new EntityReference(
Account.EntityLogicalName, _newAccountId),
AttributeLogicalName = "telephone1"
};
var attributeChangeHistoryResponse =
(RetrieveAttributeChangeHistoryResponse)service.Execute(attributeChangeHistoryRequest);
// Display the attribute change history.
details = attributeChangeHistoryResponse.AuditDetailCollection;
foreach (var detail in details.AuditDetails)
{
DisplayAuditDetails(service, detail);
}
// Save an Audit record ID for later use.
Guid auditSampleId = details.AuditDetails.First().AuditRecord.Id;
#endregion Retrieve the Attribute Change History
#region Retrieve the Audit Details
Console.WriteLine("Retrieving audit details for an audit record.");
// Retrieve the audit details and display them.
var auditDetailsRequest = new RetrieveAuditDetailsRequest
{
AuditId = auditSampleId
};
var auditDetailsResponse =
(RetrieveAuditDetailsResponse)service.Execute(auditDetailsRequest);
DisplayAuditDetails(service, auditDetailsResponse.AuditDetail);
#endregion Retrieve the Audit Details
#region Revert Auditing
// Set the organization and account auditing flags back to the old values
org.IsAuditEnabled = organizationAuditingFlag;
service.Update(org);
EnableEntityAuditing(service, Account.EntityLogicalName, accountAuditingFlag);
#endregion Revert Auditing
#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();
}
}
[STAThread] // Required to support the interactive login experience
static void Main(string[] args)
{
CrmServiceClient service = null;
try
{
service = SampleHelpers.Connect("Connect");
if (service.IsReady)
{
// Create any entity records that the demonstration code requires
SetUpSample(service);
#region Demonstrate
var request = new RetrieveAllEntitiesRequest()
{
EntityFilters = EntityFilters.Attributes,
// When RetrieveAsIfPublished property is set to false, retrieves only the currently published changes. Default setting of the property is false.
// When RetrieveAsIfPublished property is set to true, retrieves the changes that are published and those changes that have not been published.
RetrieveAsIfPublished = false
};
// Retrieve the MetaData.
RetrieveAllEntitiesResponse response = (RetrieveAllEntitiesResponse)service.Execute(request);
// Create an instance of StreamWriter to write text to a file.
// The using statement also closes the StreamWriter.
// To view this file, right click the file and choose open with Excel.
// Excel will figure out the schema and display the information in columns.
String filename = String.Concat("AllAttributeDesc.xml");
using (var sw = new StreamWriter(filename))
{
// Create Xml Writer.
var metadataWriter = new XmlTextWriter(sw);
// Start Xml File.
metadataWriter.WriteStartDocument();
// Metadata Xml Node.
metadataWriter.WriteStartElement("Metadata");
foreach (EntityMetadata currentEntity in response.EntityMetadata)
{
//if (currentEntity.IsIntersect.Value == false)
if (true)
{
// Start Entity Node
metadataWriter.WriteStartElement("Entity");
// Write the Entity's Information.
metadataWriter.WriteElementString("EntitySchemaName", currentEntity.SchemaName);
if (currentEntity.IsCustomizable.Value == true)
{
metadataWriter.WriteElementString("IsCustomizable", "yes");
}
else
{
metadataWriter.WriteElementString("IsCustomizable", "no");
}
if (currentEntity.IsIntersect.Value == true)
{
metadataWriter.WriteElementString("IsIntersect", "yes");
}
else
{
metadataWriter.WriteElementString("IsIntersect", "no");
}
#region Attributes
// Write Entity's Attributes.
metadataWriter.WriteStartElement("Attributes");
foreach (AttributeMetadata currentAttribute in currentEntity.Attributes)
{
// Only write out main attributes.
if (currentAttribute.AttributeOf == null)
{
// Start Attribute Node
metadataWriter.WriteStartElement("Attribute");
// Write Attribute's information.
metadataWriter.WriteElementString("LogicalName", currentAttribute.LogicalName);
// Write the Description if it is set.
if (currentAttribute.Description.UserLocalizedLabel != null)
{
metadataWriter.WriteElementString("Description", currentAttribute.Description.UserLocalizedLabel.Label.ToString());
}
metadataWriter.WriteElementString("Type", currentAttribute.AttributeType.Value.ToString());
if (currentAttribute.DisplayName.UserLocalizedLabel != null)
{
metadataWriter.WriteElementString("DisplayName", currentAttribute.DisplayName.UserLocalizedLabel.Label.ToString());
}
if (currentAttribute.SchemaName != null)
{
metadataWriter.WriteElementString("SchemaName", currentAttribute.SchemaName.ToString());
}
if (currentAttribute.IntroducedVersion != null)
{
metadataWriter.WriteElementString("IntroducedVersion", currentAttribute.IntroducedVersion.ToString());
}
if (currentAttribute.DeprecatedVersion != null)
{
metadataWriter.WriteElementString("DeprecatedVersion", currentAttribute.DeprecatedVersion.ToString());
}
if (currentAttribute.IsCustomAttribute != null)
{
metadataWriter.WriteElementString("IsCustomAttribute", currentAttribute.IsCustomAttribute.Value.ToString());
}
if (currentAttribute.IsCustomizable != null)
{
metadataWriter.WriteElementString("IsCustomizable", currentAttribute.IsCustomizable.Value.ToString());
}
if (currentAttribute.RequiredLevel != null)
{
metadataWriter.WriteElementString("RequiredLevel", currentAttribute.RequiredLevel.Value.ToString());
}
if (currentAttribute.IsValidForCreate != null)
{
metadataWriter.WriteElementString("IsValidForCreate", currentAttribute.IsValidForCreate.Value.ToString());
}
if (currentAttribute.IsValidForRead != null)
{
metadataWriter.WriteElementString("IsValidForRead", currentAttribute.IsValidForRead.Value.ToString());
}
if (currentAttribute.IsValidForUpdate != null)
{
metadataWriter.WriteElementString("IsValidForUpdate", currentAttribute.IsValidForUpdate.Value.ToString());
}
if (currentAttribute.CanBeSecuredForCreate != null)
{
metadataWriter.WriteElementString("CanBeSecuredForCreate", currentAttribute.CanBeSecuredForCreate.Value.ToString());
}
if (currentAttribute.CanBeSecuredForRead != null)
{
metadataWriter.WriteElementString("CanBeSecuredForRead", currentAttribute.CanBeSecuredForRead.Value.ToString());
}
if (currentAttribute.CanBeSecuredForUpdate != null)
{
metadataWriter.WriteElementString("CanBeSecuredForUpdate", currentAttribute.CanBeSecuredForUpdate.Value.ToString());
}
if (currentAttribute.IsAuditEnabled != null)
{
metadataWriter.WriteElementString("IsAuditEnabled", currentAttribute.IsAuditEnabled.Value.ToString());
}
if (currentAttribute.IsManaged != null)
{
metadataWriter.WriteElementString("IsManaged", currentAttribute.IsManaged.Value.ToString());
}
if (currentAttribute.IsPrimaryId != null)
{
metadataWriter.WriteElementString("IsPrimaryId", currentAttribute.IsPrimaryId.Value.ToString());
}
if (currentAttribute.IsPrimaryName != null)
{
metadataWriter.WriteElementString("IsPrimaryName", currentAttribute.IsPrimaryName.Value.ToString());
}
if (currentAttribute.IsRenameable != null)
{
metadataWriter.WriteElementString("IsRenameable", currentAttribute.IsRenameable.Value.ToString());
}
if (currentAttribute.IsSecured != null)
{
metadataWriter.WriteElementString("IsSecured", currentAttribute.IsSecured.Value.ToString());
}
if (currentAttribute.IsValidForAdvancedFind != null)
{
metadataWriter.WriteElementString("IsValidForAdvancedFind", currentAttribute.IsValidForAdvancedFind.Value.ToString());
}
// End Attribute Node
metadataWriter.WriteEndElement();
}
}
// End Attributes Node
metadataWriter.WriteEndElement();
#endregion Attributes
// End Entity Node
metadataWriter.WriteEndElement();
}
}
// End Metadata Xml Node
metadataWriter.WriteEndElement();
metadataWriter.WriteEndDocument();
// Close xml writer.
metadataWriter.Close();
}
Console.WriteLine("Done.");
#endregion Demonstrate
}
else
{
const string UNABLE_TO_LOGIN_ERROR = "Unable to Login to Microsoft Dataverse";
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();
}
}
[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
// Use the InstantiateTemplate message to create an e-mail message using a template.
var instTemplateReq = new InstantiateTemplateRequest
{
TemplateId = _templateId,
ObjectId = _accountId,
ObjectType = Account.EntityLogicalName
};
var instTemplateResp = (InstantiateTemplateResponse)service.Execute(instTemplateReq);
// Serialize the email message to XML, and save to a file.
var serializer = new XmlSerializer(typeof(InstantiateTemplateResponse));
string filename = "email-message.xml";
using (var writer = new StreamWriter(filename))
{
serializer.Serialize(writer, instTemplateResp);
}
Console.WriteLine("Created e-mail using the template.");
#region Clean up
CleanUpSample(service);
#endregion Clean up
}
#endregion Demonstrate
#endregion Sample Code
else
{
const string UNABLE_TO_LOGIN_ERROR = "Unable to Login to Microsoft Dataverse";
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();
}
}
[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
var request = new RetrieveAllEntitiesRequest()
{
EntityFilters = EntityFilters.Entity,
RetrieveAsIfPublished = true
};
// Retrieve the MetaData.
var response = (RetrieveAllEntitiesResponse)service.Execute(request);
// Create an instance of StreamWriter to write text to a file.
// The using statement also closes the StreamWriter.
// To view this file, right click the file and choose open with Excel.
// Excel will figure out the schema and display the information in columns.
String filename = String.Concat("EntityInfo.xml");
using (var sw = new StreamWriter(filename))
{
// Create Xml Writer.
var metadataWriter = new XmlTextWriter(sw);
// Start Xml File.
metadataWriter.WriteStartDocument();
// Metadata Xml Node.
metadataWriter.WriteStartElement("Metadata");
foreach (EntityMetadata currentEntity in response.EntityMetadata)
{
//if (currentEntity.IsIntersect.Value == false)
if (true)
{
// Start Entity Node
metadataWriter.WriteStartElement("Entity");
// Write the Entity's Information.
metadataWriter.WriteElementString("EntitySchemaName", currentEntity.SchemaName);
metadataWriter.WriteElementString("OTC", currentEntity.ObjectTypeCode.ToString());
metadataWriter.WriteElementString("OwnershipType", currentEntity.OwnershipType.Value.ToString());
if (currentEntity.DisplayName.UserLocalizedLabel != null)
{
metadataWriter.WriteElementString("DisplayName", currentEntity.DisplayName.UserLocalizedLabel.Label);
}
if (currentEntity.DisplayCollectionName.UserLocalizedLabel != null)
{
metadataWriter.WriteElementString("DisplayCollectionName", currentEntity.DisplayCollectionName.UserLocalizedLabel.Label);
}
metadataWriter.WriteElementString("IntroducedVersion", currentEntity.IntroducedVersion.ToString());
metadataWriter.WriteElementString("AutoRouteToOwnerQueue", currentEntity.AutoRouteToOwnerQueue.ToString());
metadataWriter.WriteElementString("CanBeInManyToMany", currentEntity.CanBeInManyToMany.Value.ToString());
metadataWriter.WriteElementString("CanBePrimaryEntityInRelationship", currentEntity.CanBePrimaryEntityInRelationship.Value.ToString());
metadataWriter.WriteElementString("CanBeRelatedEntityInRelationship", currentEntity.CanBeRelatedEntityInRelationship.Value.ToString());
metadataWriter.WriteElementString("CanCreateAttributes", currentEntity.CanCreateAttributes.Value.ToString());
metadataWriter.WriteElementString("CanCreateCharts", currentEntity.CanCreateCharts.Value.ToString());
metadataWriter.WriteElementString("CanCreateForms", currentEntity.CanCreateForms.Value.ToString());
metadataWriter.WriteElementString("CanCreateViews", currentEntity.CanCreateViews.Value.ToString());
metadataWriter.WriteElementString("CanModifyAdditionalSettings", currentEntity.CanModifyAdditionalSettings.Value.ToString());
metadataWriter.WriteElementString("CanTriggerWorkflow", currentEntity.CanTriggerWorkflow.Value.ToString());
metadataWriter.WriteElementString("IsActivity", currentEntity.IsActivity.Value.ToString());
//metadataWriter.WriteElementString("ActivityTypeMask", currentEntity.ActivityTypeMask.ToString());
metadataWriter.WriteElementString("IsActivityParty", currentEntity.IsActivityParty.Value.ToString());
metadataWriter.WriteElementString("IsAuditEnabled", currentEntity.IsAuditEnabled.Value.ToString());
metadataWriter.WriteElementString("IsAvailableOffline", currentEntity.IsAvailableOffline.ToString());
metadataWriter.WriteElementString("IsChildEntity", currentEntity.IsChildEntity.ToString());
metadataWriter.WriteElementString("IsConnectionsEnabled", currentEntity.IsConnectionsEnabled.ManagedPropertyLogicalName.ToString());
metadataWriter.WriteElementString("IsCustomEntity", currentEntity.IsCustomEntity.Value.ToString());
metadataWriter.WriteElementString("IsCustomizable", currentEntity.IsCustomizable.Value.ToString());
metadataWriter.WriteElementString("IsDocumentManagementEnabled", currentEntity.IsDocumentManagementEnabled.Value.ToString());
metadataWriter.WriteElementString("IsDuplicateDetectionEnabled", currentEntity.IsDuplicateDetectionEnabled.Value.ToString());
if (currentEntity.IsEnabledForCharts != null)
{
metadataWriter.WriteElementString("IsEnabledForCharts", currentEntity.IsEnabledForCharts.Value.ToString());
}
metadataWriter.WriteElementString("IsImportable", currentEntity.IsImportable.Value.ToString());
metadataWriter.WriteElementString("IsIntersect", currentEntity.IsIntersect.Value.ToString());
metadataWriter.WriteElementString("IsMailMergeEnabled", currentEntity.IsMailMergeEnabled.Value.ToString());
metadataWriter.WriteElementString("IsManaged", currentEntity.IsManaged.Value.ToString());
metadataWriter.WriteElementString("IsMappable", currentEntity.IsMappable.Value.ToString());
metadataWriter.WriteElementString("IsReadingPaneEnabled", currentEntity.IsReadingPaneEnabled.Value.ToString());
metadataWriter.WriteElementString("IsRenameable", currentEntity.IsRenameable.Value.ToString());
metadataWriter.WriteElementString("IsValidForAdvancedFind", currentEntity.IsValidForAdvancedFind.Value.ToString());
metadataWriter.WriteElementString("IsValidForQueue", currentEntity.IsValidForQueue.Value.ToString());
metadataWriter.WriteElementString("IsVisibleInMobile", currentEntity.IsVisibleInMobile.Value.ToString());
metadataWriter.WriteElementString("PrimaryIdAttribute", currentEntity.PrimaryIdAttribute);
metadataWriter.WriteElementString("PrimaryNameAttribute", currentEntity.PrimaryNameAttribute);
metadataWriter.WriteElementString("ReportViewName", currentEntity.ReportViewName);
metadataWriter.WriteElementString("RecurrenceBaseEntityLogicalName", currentEntity.RecurrenceBaseEntityLogicalName);
if (currentEntity.Description.UserLocalizedLabel != null)
{
metadataWriter.WriteElementString("Description", currentEntity.Description.UserLocalizedLabel.Label);
}
// End Entity Node
metadataWriter.WriteEndElement();
}
}
// End Metadata Xml Node
metadataWriter.WriteEndElement();
metadataWriter.WriteEndDocument();
// Close xml writer.
metadataWriter.Close();
}
Console.WriteLine("Done.");
#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;
}
}
}
#endregion Sample Code
catch (Exception ex)
{
SampleHelpers.HandleException(ex);
}
finally
{
if (service != null)
{
service.Dispose();
}
Console.WriteLine("Press <Enter> to exit.");
Console.ReadLine();
}
}
[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
// Obtain information about the logged on user from the web service.
Guid userid = ((WhoAmIResponse)service.Execute(new WhoAmIRequest())).UserId;
SystemUser systemUser = (SystemUser)service.Retrieve("systemuser", userid,
new ColumnSet(new string[] { "firstname", "lastname" }));
Console.WriteLine("Logged on user is {0} {1}.", systemUser.FirstName, systemUser.LastName);
// Retrieve the version of Microsoft Dynamics CRM.
RetrieveVersionRequest versionRequest = new RetrieveVersionRequest();
RetrieveVersionResponse versionResponse =
(RetrieveVersionResponse)service.Execute(versionRequest);
Console.WriteLine("Microsoft Dynamics CRM version {0}.", versionResponse.Version);
// Instantiate an account object. Note the use of option set enumerations defined in OptionSets.cs.
// Refer to the Entity Metadata topic in the SDK documentation to determine which attributes must
// be set for each entity.
Account account = new Account {
Name = "Fourth Coffee"
};
account.AccountCategoryCode = new OptionSetValue((int)AccountAccountCategoryCode.PreferredCustomer);
account.CustomerTypeCode = new OptionSetValue((int)AccountCustomerTypeCode.Investor);
// Create an account record named Fourth Coffee.
_accountId = service.Create(account);
Console.Write("{0} {1} created, ", account.LogicalName, account.Name);
// Retrieve the several attributes from the new account.
ColumnSet cols = new ColumnSet(
new String[] { "name", "address1_postalcode", "lastusedincampaign" });
Account retrievedAccount = (Account)service.Retrieve("account", _accountId, cols);
Console.Write("retrieved, ");
// Update the postal code attribute.
retrievedAccount.Address1_PostalCode = "98052";
// The address 2 postal code was set accidentally, so set it to null.
retrievedAccount.Address2_PostalCode = null;
// Shows use of a Money value.
retrievedAccount.Revenue = new Money(5000000);
// Shows use of a Boolean value.
retrievedAccount.CreditOnHold = false;
// Update the account record.
service.Update(retrievedAccount);
Console.WriteLine("and updated.");
#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();
}
}
[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
// Obtain information about the logged on user from the web service.
Guid userid = ((WhoAmIResponse)service.Execute(new WhoAmIRequest())).UserId;
SystemUser systemUser = (SystemUser)service.Retrieve("systemuser", userid,
new ColumnSet(new string[] { "firstname", "lastname" }));
Console.WriteLine("Logged on user is {0} {1}.", systemUser.FirstName, systemUser.LastName);
// Retrieve the version of Microsoft Dynamics CRM.
RetrieveVersionRequest versionRequest = new RetrieveVersionRequest();
RetrieveVersionResponse versionResponse =
(RetrieveVersionResponse)service.Execute(versionRequest);
Console.WriteLine("Microsoft Dynamics CRM version {0}.", versionResponse.Version);
bool fetchEverything = false;
if (fetchEverything)
{
QueryExpression queGetAllIncidents = new QueryExpression("incident");
queGetAllIncidents.ColumnSet = new ColumnSet(true);
EntityCollection allIncidents = service.RetrieveMultiple(queGetAllIncidents);
WriteToJson(allIncidents.Entities[0], @"entity0.json");
QueryExpression queGetAllContacts = new QueryExpression("contact");
queGetAllContacts.ColumnSet = new ColumnSet(true);
EntityCollection allContacts = service.RetrieveMultiple(queGetAllContacts);
WriteToJson(allContacts, @"contacts.json");
QueryExpression queGetAllAccounts = new QueryExpression("account");
queGetAllAccounts.ColumnSet = new ColumnSet(true);
//queGetAllAccounts.ColumnSet = new ColumnSet(new String[]{ "AccountId", "Name" });
EntityCollection allAccounts = service.RetrieveMultiple(queGetAllAccounts);
WriteToJson(allAccounts, @"accounts.json");
}
//TODO - fetch by name
var incident = new Incident
{
Title = "Testing From Roy",
//PrimaryContactId = new EntityReference("contact", new Guid("{6a9334ad-bd04-ea11-a811-000d3a4a1025}")),
CustomerId = new EntityReference("account", new Guid("{852179cc-e2a6-e911-a97f-000d3a2cba5f}"))
};
var incidentId = service.Create(incident);
ColumnSet cols = new ColumnSet(
new String[] { "title", "new_tguvot_text" });
Incident retrievedIncident = (Incident)service.Retrieve("incident", incidentId, cols);
Console.Write("retrieved, ");
var incidentAttributes = retrievedIncident.Attributes;
incidentAttributes["new_tguvot_text"] = 5;
service.Update(retrievedIncident);
Console.WriteLine("and updated.");
}
#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();
}
}
[STAThread] // Added to support UX
static void Main(string[] args)
{
CrmServiceClient service = null;
try
{
service = SampleHelpers.Connect("Connect");
if (service.IsReady)
{
#region Sample Code
//////////////////////////////////////////////
#region Set up
SetUpSample(service);
#endregion Set up
#region Demonstrate
// Create QueryExpression
QueryExpression query = new QueryExpression()
{
EntityName = Opportunity.EntityLogicalName,
ColumnSet = new ColumnSet("name", "accountid"),
Criteria =
{
Filters =
{
new FilterExpression
{
FilterOperator = LogicalOperator.And,
Conditions =
{
new ConditionExpression("name", ConditionOperator.Equal, "Opportunity 1")
},
}
}
},
};
Console.WriteLine("Created QueryExpression.");
#endregion Create QueryExpression
#region Create RollupRequest
// Create RollupRequest
RollupRequest rollupRequest = new RollupRequest();
rollupRequest.Query = query;
rollupRequest.Target = new EntityReference("account", _accountId);
rollupRequest.RollupType = RollupType.Extended;
Console.WriteLine("Created RollupRequest.");
#endregion Create RollupRequest
#region Execute RollupRequest
// Execute RollupRequest
RollupResponse rollupResponse = (RollupResponse)service.Execute(rollupRequest);
Console.WriteLine("Executed RollupRequest.");
#endregion Execute RollupRequest
#region Show RollupResponse results
// Show RollupResponse results
Console.WriteLine("RollupResponse Results:");
Console.WriteLine("--------------------------------------------------");
Console.WriteLine("Count: " + rollupResponse.Results.Count);
for (int i = 0; i < rollupResponse.Results.Count; i++)
{
Console.WriteLine();
Console.WriteLine("LogicalName: " + rollupResponse.EntityCollection.Entities[i].LogicalName);
Console.WriteLine("Id: " + rollupResponse.EntityCollection.Entities[i].Id);
}
#endregion Show RollupResponse results
#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;
}
}
}
catch (Exception ex)
{
SampleHelpers.HandleException(ex);
}
finally
{
if (service != null)
{
service.Dispose();
}
Console.WriteLine("Press <Enter> to exit.");
Console.ReadLine();
}
}
[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
// This query retrieves all connections this contact is part of.
QueryExpression query = new QueryExpression
{
EntityName = Connection.EntityLogicalName,
ColumnSet = new ColumnSet("connectionid"),
Criteria = new FilterExpression
{
FilterOperator = LogicalOperator.And,
Conditions =
{
// You can safely query against only record1id or
// record2id - CRM will find all connections this
// entity is a part of either way.
new ConditionExpression
{
AttributeName = "record1id",
Operator = ConditionOperator.Equal,
Values = { _contactId }
}
}
}
};
EntityCollection results = service.RetrieveMultiple(query);
// TODO: Here you could do a variety of tasks with the
// connections retrieved, such as listing the connected entities,
// finding reciprocal connections, etc.
Console.WriteLine("Retrieved {0} connectionrole instances.", results.Entities.Count);
#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();
}
}
[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
Console.WriteLine("Entering:RetrieveMultipleWithRelatedEntityColumns");
//Create multiple accounts with primary contacts
var contact = new Entity("contact");
contact.Attributes["firstname"] = "ContactFirstName";
contact.Attributes["lastname"] = "ContactLastName";
Guid contactId = service.Create(contact);
var account = new Entity("account");
account["name"] = "Test Account1";
EntityReference primaryContactId = new EntityReference("contact", contactId);
account["primarycontactid"] = primaryContactId;
Guid accountId1 = service.Create(account);
account["name"] = "Test Account2";
Guid accountId2 = service.Create(account);
account["name"] = "Test Account3";
Guid accountId3 = service.Create(account);
//Create a query expression specifying the link entity alias and the columns of the link entity that you want to return
var qe = new QueryExpression();
qe.EntityName = "account";
qe.ColumnSet = new ColumnSet();
qe.ColumnSet.Columns.Add("name");
qe.LinkEntities.Add(new LinkEntity("account", "contact", "primarycontactid", "contactid", JoinOperator.Inner));
qe.LinkEntities[0].Columns.AddColumns("firstname", "lastname");
qe.LinkEntities[0].EntityAlias = "primarycontact";
EntityCollection ec = service.RetrieveMultiple(qe);
Console.WriteLine("Retrieved {0} entities", ec.Entities.Count);
foreach (Entity act in ec.Entities)
{
Console.WriteLine("account name: {0}", act["name"]);
Console.WriteLine("primary contact first name: {0}", act.GetAttributeValue <AliasedValue>("primarycontact.firstname").Value);
Console.WriteLine("primary contact first name: {0}", act.GetAttributeValue <AliasedValue>("primarycontact.lastname").Value);
}
#region Clean up
CleanUpSample(service);
#endregion Clean up
}
#endregion Demonstrate
else
{
const string UNABLE_TO_LOGIN_ERROR = "Unable to Login to Microsoft Dataverse";
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();
}
}
[STAThread] // Required to support the interactive login experience
static void Main(string[] args)
{
CrmServiceClient service = null;
try
{
service = SampleHelpers.Connect("Connect");
if (service.IsReady)
{
// Create any entity records that the demonstration code requires
SetUpSample(service);
#region Demonstrate
// TODO Add demonstration code here
#endregion Demonstrate
// Create a query for retrieving all organization-owned visualizations
// that are attached to the account entity.
QueryExpression mySavedQuery = new QueryExpression
{
EntityName = SavedQueryVisualization.EntityLogicalName,
ColumnSet = new ColumnSet("name"),
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression
{
AttributeName = "primaryentitytypecode",
Operator = ConditionOperator.Equal,
Values = { Account.EntityLogicalName }
}
}
}
};
// Retrieve a collection of organization-owned visualizations that are attached to the account entity.
DataCollection <Entity> results = service.RetrieveMultiple(mySavedQuery).Entities;
// Display the names of the retrieved organization-owned visualizations.
Console.WriteLine("Retrieved the following visualizations for the Account entity:");
foreach (Entity entity in results)
{
SavedQueryVisualization orgVisualization = (SavedQueryVisualization)entity;
Console.WriteLine("{0}", orgVisualization.Name);
}
}
else
{
const string UNABLE_TO_LOGIN_ERROR = "Unable to Login to Microsoft Dataverse";
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();
}
}
[STAThread] // Required to support the interactive login experience
static void Main(string[] args)
{
CrmServiceClient service = null;
try
{
service = SampleHelpers.Connect("Connect");
if (service.IsReady)
{
// Create any entity records that the demonstration code requires
SetUpSample(service);
#region Demonstrate
// Retrieve a user.
SystemUser user = service.Retrieve(SystemUser.EntityLogicalName,
_userId, new ColumnSet(new String[] { "systemuserid", "firstname", "lastname" })).ToEntity <SystemUser>();
if (user != null)
{
Console.WriteLine("{1} {0} user account is retrieved.", user.FirstName, user.LastName);
// Find the role.
var query = new QueryExpression
{
EntityName = "role",
ColumnSet = new ColumnSet("roleid"),
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression
{
AttributeName = "name",
Operator = ConditionOperator.Equal,
Values = { _givenRole }
}
}
}
};
// Get the role.
EntityCollection roles = service.RetrieveMultiple(query);
// Disassociate the role.
if (roles.Entities.Count > 0)
{
Role salesRole = service.RetrieveMultiple(query).Entities[0].ToEntity <Role>();
Console.WriteLine("Role {0} is retrieved.", _givenRole);
service.Disassociate(
"systemuser",
user.Id,
new Relationship("systemuserroles_association"),
new EntityReferenceCollection()
{
new EntityReference("role", salesRole.Id)
});
Console.WriteLine("Role {0} is disassociated from user {1} {2}.", _givenRole, user.FirstName, user.LastName);
#endregion Demonstrate
#region Clean up
CleanUpSample(service);
#endregion Clean up
}
else
{
const string UNABLE_TO_LOGIN_ERROR = "Unable to Login to Microsoft Dataverse";
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();
}
}
[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 Microsoft Dataverse";
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();
}
}
[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
// Define some anonymous types to define the range
// of possible connection property values.
var Categories = new
{
Business = 1,
Family = 2,
Social = 3,
Sales = 4,
Other = 5
};
// Create a Connection Role for account and contact
var newConnectionRole = new ConnectionRole
{
Name = "Example Connection Role",
Category = new OptionSetValue(Categories.Business)
};
_connectionRoleId = service.Create(newConnectionRole);
Console.WriteLine("Created {0}.", newConnectionRole.Name);
// Create a related Connection Role Object Type Code record for Account
var newAccountConnectionRoleTypeCode
= new ConnectionRoleObjectTypeCode
{
ConnectionRoleId = new EntityReference(
ConnectionRole.EntityLogicalName, _connectionRoleId),
AssociatedObjectTypeCode = Account.EntityLogicalName
};
service.Create(newAccountConnectionRoleTypeCode);
Console.WriteLine(
"Created a related Connection Role Object Type Code record for Account.");
// Create a related Connection Role Object Type Code record for Contact
var newContactConnectionRoleTypeCode
= new ConnectionRoleObjectTypeCode
{
ConnectionRoleId = new EntityReference(
ConnectionRole.EntityLogicalName, _connectionRoleId),
AssociatedObjectTypeCode = Contact.EntityLogicalName
};
service.Create(newContactConnectionRoleTypeCode);
Console.WriteLine(
"Created a related Connection Role Object Type Code record for Contact.");
#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();
}
}
[STAThread] // Required to support the interactive login experience
static void Main(string[] args)
{
CrmServiceClient service = null;
try
{
service = SampleHelpers.Connect("Connect");
if (service.IsReady)
{
// Create any entity records that the demonstration code requires
SetUpSample(service);
#region Demonstrate
_productVersion = Version.Parse(((RetrieveVersionResponse)service.Execute(new RetrieveVersionRequest())).Version);
#region How to create attributes
// Create storage for new attributes being created
addedAttributes = new List <AttributeMetadata>();
// Create a boolean attribute
var boolAttribute = new BooleanAttributeMetadata
{
// Set base properties
SchemaName = "new_Boolean",
LogicalName = "new_boolean",
DisplayName = new Label("Sample Boolean", _languageCode),
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
Description = new Label("Boolean Attribute", _languageCode),
// Set extended properties
OptionSet = new BooleanOptionSetMetadata(
new OptionMetadata(new Label("True", _languageCode), 1),
new OptionMetadata(new Label("False", _languageCode), 0)
)
};
// Add to list
addedAttributes.Add(boolAttribute);
// Create a date time attribute
var dtAttribute = new DateTimeAttributeMetadata
{
// Set base properties
SchemaName = "new_Datetime",
LogicalName = "new_datetime",
DisplayName = new Label("Sample DateTime", _languageCode),
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
Description = new Label("DateTime Attribute", _languageCode),
// Set extended properties
Format = DateTimeFormat.DateOnly,
ImeMode = ImeMode.Disabled
};
// Add to list
addedAttributes.Add(dtAttribute);
// Create a decimal attribute
var decimalAttribute = new DecimalAttributeMetadata
{
// Set base properties
SchemaName = "new_Decimal",
LogicalName = "new_decimal",
DisplayName = new Label("Sample Decimal", _languageCode),
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
Description = new Label("Decimal Attribute", _languageCode),
// Set extended properties
MaxValue = 100,
MinValue = 0,
Precision = 1
};
// Add to list
addedAttributes.Add(decimalAttribute);
// Create a integer attribute
var integerAttribute = new IntegerAttributeMetadata
{
// Set base properties
SchemaName = "new_Integer",
LogicalName = "new_integer",
DisplayName = new Label("Sample Integer", _languageCode),
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
Description = new Label("Integer Attribute", _languageCode),
// Set extended properties
Format = IntegerFormat.None,
MaxValue = 100,
MinValue = 0
};
// Add to list
addedAttributes.Add(integerAttribute);
// Create a memo attribute
var memoAttribute = new MemoAttributeMetadata
{
// Set base properties
SchemaName = "new_Memo",
LogicalName = "new_memo",
DisplayName = new Label("Sample Memo", _languageCode),
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
Description = new Label("Memo Attribute", _languageCode),
// Set extended properties
Format = StringFormat.TextArea,
ImeMode = ImeMode.Disabled,
MaxLength = 500
};
// Add to list
addedAttributes.Add(memoAttribute);
// Create a money attribute
var moneyAttribute = new MoneyAttributeMetadata
{
// Set base properties
SchemaName = "new_Money",
LogicalName = "new_money",
DisplayName = new Label("Money Picklist", _languageCode),
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
Description = new Label("Money Attribue", _languageCode),
// Set extended properties
MaxValue = 1000.00,
MinValue = 0.00,
Precision = 1,
PrecisionSource = 1,
ImeMode = ImeMode.Disabled
};
// Add to list
addedAttributes.Add(moneyAttribute);
// Create a picklist attribute
var pickListAttribute =
new PicklistAttributeMetadata
{
// Set base properties
SchemaName = "new_Picklist",
LogicalName = "new_picklist",
DisplayName = new Label("Sample Picklist", _languageCode),
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
Description = new Label("Picklist Attribute", _languageCode),
// Set extended properties
// Build local picklist options
OptionSet = new OptionSetMetadata
{
IsGlobal = false,
OptionSetType = OptionSetType.Picklist,
Options =
{
new OptionMetadata(
new Label("Created", _languageCode), null),
new OptionMetadata(
new Label("Updated", _languageCode), null),
new OptionMetadata(
new Label("Deleted", _languageCode), null)
}
}
};
// Add to list
addedAttributes.Add(pickListAttribute);
// Create a string attribute
var stringAttribute = new StringAttributeMetadata
{
// Set base properties
SchemaName = "new_String",
LogicalName = "new_string",
DisplayName = new Label("Sample String", _languageCode),
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
Description = new Label("String Attribute", _languageCode),
// Set extended properties
MaxLength = 100
};
// Add to list
addedAttributes.Add(stringAttribute);
//Multi-select attribute requires version 9.0 or higher.
if (_productVersion > new Version("9.0"))
{
// Create a multi-select optionset
var multiSelectOptionSetAttribute = new MultiSelectPicklistAttributeMetadata()
{
SchemaName = "new_MultiSelectOptionSet",
LogicalName = "new_multiselectoptionset",
DisplayName = new Label("Multi-Select OptionSet", _languageCode),
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
Description = new Label("Multi-Select OptionSet description", _languageCode),
OptionSet = new OptionSetMetadata()
{
IsGlobal = false,
OptionSetType = OptionSetType.Picklist,
Options =
{
new OptionMetadata(new Label("First Option", _languageCode), null),
new OptionMetadata(new Label("Second Option", _languageCode), null),
new OptionMetadata(new Label("Third Option", _languageCode), null)
}
}
};
// Add to list
addedAttributes.Add(multiSelectOptionSetAttribute);
}
// NOTE: LookupAttributeMetadata cannot be created outside the context of a relationship.
// Refer to the WorkWithRelationships.cs reference SDK sample for an example of this attribute type.
// NOTE: StateAttributeMetadata and StatusAttributeMetadata cannot be created via the SDK.
foreach (AttributeMetadata anAttribute in addedAttributes)
{
// Create the request.
var createAttributeRequest = new CreateAttributeRequest
{
EntityName = Contact.EntityLogicalName,
Attribute = anAttribute
};
// Execute the request.
service.Execute(createAttributeRequest);
Console.WriteLine("Created the attribute {0}.", anAttribute.SchemaName);
}
#endregion How to create attributes
#region How to insert status
// Use InsertStatusValueRequest message to insert a new status
// in an existing status attribute.
// Create the request.
var insertStatusValueRequest =
new InsertStatusValueRequest
{
AttributeLogicalName = "statuscode",
EntityLogicalName = Contact.EntityLogicalName,
Label = new Label("Dormant", _languageCode),
StateCode = 0
};
// Execute the request and store newly inserted value
// for cleanup, used later part of this sample.
_insertedStatusValue = ((InsertStatusValueResponse)service.Execute(
insertStatusValueRequest)).NewOptionValue;
Console.WriteLine("Created status named '{0}' with the value of {1}.",
insertStatusValueRequest.Label.LocalizedLabels[0].Label,
_insertedStatusValue);
#endregion How to insert status
#region How to retrieve attribute
// Create the request
var attributeRequest = new RetrieveAttributeRequest
{
EntityLogicalName = Contact.EntityLogicalName,
LogicalName = "new_string",
RetrieveAsIfPublished = true
};
// Execute the request
RetrieveAttributeResponse attributeResponse =
(RetrieveAttributeResponse)service.Execute(attributeRequest);
Console.WriteLine("Retrieved the attribute {0}.",
attributeResponse.AttributeMetadata.SchemaName);
#endregion How to retrieve attribute
#region How to update attribute
// Modify the retrieved attribute
var retrievedAttributeMetadata =
attributeResponse.AttributeMetadata;
retrievedAttributeMetadata.DisplayName =
new Label("Update String Attribute", _languageCode);
// Update an attribute retrieved via RetrieveAttributeRequest
var updateRequest = new UpdateAttributeRequest
{
Attribute = retrievedAttributeMetadata,
EntityName = Contact.EntityLogicalName,
MergeLabels = false
};
// Execute the request
service.Execute(updateRequest);
Console.WriteLine("Updated the attribute {0}.",
retrievedAttributeMetadata.SchemaName);
#endregion How to update attribute
#region How to update state value
// Modify the state value label from Active to Open.
// Create the request.
var updateStateValue = new UpdateStateValueRequest
{
AttributeLogicalName = "statecode",
EntityLogicalName = Contact.EntityLogicalName,
Value = 1,
Label = new Label("Open", _languageCode)
};
// Execute the request.
service.Execute(updateStateValue);
Console.WriteLine(
"Updated {0} state attribute of {1} entity from 'Active' to '{2}'.",
updateStateValue.AttributeLogicalName,
updateStateValue.EntityLogicalName,
updateStateValue.Label.LocalizedLabels[0].Label
);
#endregion How to update state value
#region How to insert a new option item in a local option set
// Create a request.
var insertOptionValueRequest =
new InsertOptionValueRequest
{
AttributeLogicalName = "new_picklist",
EntityLogicalName = Contact.EntityLogicalName,
Label = new Label("New Picklist Label", _languageCode)
};
// Execute the request.
int insertOptionValue = ((InsertOptionValueResponse)service.Execute(
insertOptionValueRequest)).NewOptionValue;
Console.WriteLine("Created {0} with the value of {1}.",
insertOptionValueRequest.Label.LocalizedLabels[0].Label,
insertOptionValue);
#endregion How to insert a new option item in a local option set
#region How to change the order of options of a local option set
// Use the RetrieveAttributeRequest message to retrieve
// a attribute by it's logical name.
var retrieveAttributeRequest =
new RetrieveAttributeRequest
{
EntityLogicalName = Contact.EntityLogicalName,
LogicalName = "new_picklist",
RetrieveAsIfPublished = true
};
// Execute the request.
RetrieveAttributeResponse retrieveAttributeResponse =
(RetrieveAttributeResponse)service.Execute(
retrieveAttributeRequest);
// Access the retrieved attribute.
var retrievedPicklistAttributeMetadata =
(PicklistAttributeMetadata)
retrieveAttributeResponse.AttributeMetadata;
// Get the current options list for the retrieved attribute.
OptionMetadata[] optionList =
retrievedPicklistAttributeMetadata.OptionSet.Options.ToArray();
// Change the order of the original option's list.
// Use the OrderBy (OrderByDescending) linq function to sort options in
// ascending (descending) order according to label text.
// For ascending order use this:
var updateOptionList =
optionList.OrderBy(x => x.Label.LocalizedLabels[0].Label).ToList();
// For descending order use this:
// var updateOptionList =
// optionList.OrderByDescending(
// x => x.Label.LocalizedLabels[0].Label).ToList();
// Create the request.
var orderOptionRequest = new OrderOptionRequest
{
// Set the properties for the request.
AttributeLogicalName = "new_picklist",
EntityLogicalName = Contact.EntityLogicalName,
// Set the changed order using Select linq function
// to get only values in an array from the changed option list.
Values = updateOptionList.Select(x => x.Value.Value).ToArray()
};
// Execute the request
service.Execute(orderOptionRequest);
Console.WriteLine("Option Set option order changed");
#endregion How to change the order of options of a global option set
// NOTE: All customizations must be published before they can be used.
service.Execute(new PublishAllXmlRequest());
Console.WriteLine("Published all customizations.");
#endregion Demonstrate
#region Clean up
CleanUpSample(service);
#endregion Clean up
}
else
{
const string UNABLE_TO_LOGIN_ERROR = "Unable to Login to Microsoft Dataverse";
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();
}
}
[STAThread] // Added to support UX
static void Main(string[] args)
{
CrmServiceClient service = null;
try
{
service = SampleHelpers.Connect("Connect");
// Service implements IOrganizationService interface
if (service.IsReady)
{
#region Sample Code
//////////////////////////////////////////////
#region Set up
SetUpSample(service);
#endregion Set up
#region Demonstrate
// Processes the data in newsampleproduct.xml
// to represent new products. Creates 13 records in sample_product entity.
// RecordCreated property returns true to indicate the records were created.
ProcessUpsert(service, ".\\newsampleproduct.xml");
// Processes the data in updatedsampleproduct.xml
// to represent updates to products previously created.
// Updates 6 existing records in sample_product entity.
// RecordCreated property returns false to indicate the existing records were updated.
ProcessUpsert(service, ".\\updatedsampleproduct.xml");
#region Clean up
CleanUpSample(service);
#endregion Clean up
Console.WriteLine("The sample completed successfully");
return;
}
#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;
}
}
}
#endregion Sample Code
catch (Exception ex)
{
SampleHelpers.HandleException(ex);
}
finally
{
if (service != null)
{
service.Dispose();
}
Console.WriteLine("Press <Enter> to exit.");
Console.ReadLine();
}
}
[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 a role from CRM.
var query = new QueryExpression
{
EntityName = Role.EntityLogicalName,
ColumnSet = new ColumnSet("roleid"),
Criteria = new FilterExpression
{
Conditions =
{
// You would replace the condition below with an actual role
// name, or skip this query if you had a role id.
new ConditionExpression
{
AttributeName = "name",
Operator = ConditionOperator.Equal,
Values = { _roleName }
}
}
}
};
var role = service.RetrieveMultiple(query).Entities.
Cast <Role>().First();
// Add the role to the team.
service.Associate(
Team.EntityLogicalName,
_teamId,
new Relationship("teamroles_association"),
new EntityReferenceCollection()
{
new EntityReference(Role.EntityLogicalName, _roleId)
});
Console.WriteLine("Assigned role to team");
//</snippetAssignSecurityRoleToTeam1>
#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);
}
}
[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
// The custom prefix would typically be passed in as an argument or
// determined by the publisher of the custom solution.
String prefix = "new_";
String customEntityName = prefix + "sampleentity";
// Create the custom activity entity.
CreateEntityRequest request = new CreateEntityRequest
{
HasNotes = true,
HasActivities = false,
PrimaryAttribute = new StringAttributeMetadata
{
SchemaName = "Subject",
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
MaxLength = 100,
DisplayName = new Microsoft.Xrm.Sdk.Label("Subject", 1033)
},
Entity = new EntityMetadata
{
IsActivity = true,
SchemaName = customEntityName,
DisplayName = new Microsoft.Xrm.Sdk.Label("Sample Entity", 1033),
DisplayCollectionName = new Microsoft.Xrm.Sdk.Label("Sample Entity", 1033),
OwnershipType = OwnershipTypes.UserOwned,
IsAvailableOffline = true,
}
};
service.Execute(request);
//Entity must be published
// Add few attributes to the custom activity entity.
CreateAttributeRequest fontFamilyAttributeRequest =
new CreateAttributeRequest
{
EntityName = customEntityName,
Attribute = new StringAttributeMetadata
{
SchemaName = prefix + "fontfamily",
DisplayName = new Microsoft.Xrm.Sdk.Label("Font Family", 1033),
MaxLength = 100
}
};
CreateAttributeResponse fontFamilyAttributeResponse =
(CreateAttributeResponse)service.Execute(
fontFamilyAttributeRequest);
CreateAttributeRequest fontColorAttributeRequest =
new CreateAttributeRequest
{
EntityName = customEntityName,
Attribute = new StringAttributeMetadata
{
SchemaName = prefix + "fontcolor",
DisplayName = new Microsoft.Xrm.Sdk.Label("Font Color", 1033),
MaxLength = 50
}
};
CreateAttributeResponse fontColorAttributeResponse =
(CreateAttributeResponse)service.Execute(
fontColorAttributeRequest);
CreateAttributeRequest fontSizeAttributeRequest =
new CreateAttributeRequest
{
EntityName = customEntityName,
Attribute = new IntegerAttributeMetadata
{
SchemaName = prefix + "fontSize",
DisplayName = new Microsoft.Xrm.Sdk.Label("Font Size", 1033)
}
};
CreateAttributeResponse fontSizeAttributeResponse =
(CreateAttributeResponse)service.Execute(
fontSizeAttributeRequest);
Console.WriteLine("The custom activity has been created.");
#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();
}
}
[STAThread] // Required to support the interactive login experience
static void Main(string[] args)
{
CrmServiceClient service = null;
try
{
service = SampleHelpers.Connect("Connect");
if (service.IsReady)
{
// Create any entity records that the demonstration code requires
SetUpSample(service);
#region Demonstrate
//Create export folder for ribbon xml files if not already exist.
if (!Directory.Exists(exportFolder))
{
Directory.CreateDirectory(exportFolder);
}
//Retrieve the Application Ribbon
var appribReq = new RetrieveApplicationRibbonRequest();
var appribResp = (RetrieveApplicationRibbonResponse)service.Execute(appribReq);
System.String applicationRibbonPath = Path.GetFullPath(exportFolder + "\\applicationRibbon.xml");
File.WriteAllBytes(applicationRibbonPath, unzipRibbon(appribResp.CompressedApplicationRibbonXml));
//Write the path where the file has been saved.
Console.WriteLine(applicationRibbonPath);
//Retrieve system Entity Ribbons
RetrieveEntityRibbonRequest entRibReq = new RetrieveEntityRibbonRequest()
{
RibbonLocationFilter = RibbonLocationFilters.All
};
foreach (System.String entityName in entitiesWithRibbons)
{
entRibReq.EntityName = entityName;
RetrieveEntityRibbonResponse entRibResp = (RetrieveEntityRibbonResponse)service.Execute(entRibReq);
System.String entityRibbonPath = Path.GetFullPath(exportFolder + "\\" + entityName + "Ribbon.xml");
File.WriteAllBytes(entityRibbonPath, unzipRibbon(entRibResp.CompressedEntityXml));
//Write the path where the file has been saved.
Console.WriteLine(entityRibbonPath);
}
//Check for custom entities
var raer = new RetrieveAllEntitiesRequest()
{
EntityFilters = EntityFilters.Entity
};
var resp = (RetrieveAllEntitiesResponse)service.Execute(raer);
foreach (EntityMetadata em in resp.EntityMetadata)
{
if (em.IsCustomEntity == true && em.IsIntersect == false)
{
entRibReq.EntityName = em.LogicalName;
RetrieveEntityRibbonResponse entRibResp = (RetrieveEntityRibbonResponse)service.Execute(entRibReq);
System.String entityRibbonPath = Path.GetFullPath(exportFolder + "\\" + em.LogicalName + "Ribbon.xml");
File.WriteAllBytes(entityRibbonPath, unzipRibbon(entRibResp.CompressedEntityXml));
//Write the path where the file has been saved.
Console.WriteLine(entityRibbonPath);
}
}
#endregion Demonstrate
#region Clean up
CleanUpSample(service);
#endregion Clean up
}
else
{
const string UNABLE_TO_LOGIN_ERROR = "Unable to Login to Common Data Service";
if (service.LastCrmError.Equals(UNABLE_TO_LOGIN_ERROR))
{
Console.WriteLine("Check the connection string values in cds/App.config.");
throw new Exception(service.LastCrmError);
}
else
{
throw service.LastCrmException;
}
}
}
catch (Exception ex)
{
SampleHelpers.HandleException(ex);
}
finally
{
if (service != null)
{
service.Dispose();
}
Console.WriteLine("Press <Enter> to exit.");
Console.ReadLine();
}
}
[STAThread] // Required to support the interactive login experience
static void Main(string[] args)
{
CrmServiceClient service = null;
try
{
service = SampleHelpers.Connect("Connect");
if (service.IsReady)
{
// Create any entity records that the demonstration code requires
SetUpSample(service);
#region Demonstrate
// Create the column set object that indicates the fields to be retrieved.
var columns = new ColumnSet(
"contactid",
"firstname",
"lastname",
"jobtitle");
// Retrieve the contact using the ID of the record that was just created.
// The EntityLogicalName indicates the EntityType of the object being retrieved.
var contact = (Contact)service.Retrieve(
Contact.EntityLogicalName, _contactId, columns);
Console.WriteLine("The contact for the sample has been retrieved.");
// Serialize the contact into XML and write it to the hard drive.
var earlyBoundSerializer = new DataContractSerializer(typeof(Contact));
// Create a unique file name for the XML.
String earlyboundFile = "Contact_early_" + contact.ContactId.Value.ToString("B") + ".xml";
// Write the serialized object to a file. The using statement will
// ensure that the FileStream is disposed of correctly. The FileMode
// will ensure that the file is overwritten if it already exists.
using (var file = new FileStream(earlyboundFile, FileMode.Create))
{
// Write the XML to disk.
earlyBoundSerializer.WriteObject(file, contact);
}
Console.WriteLine(
"The early-bound contact instance has been serialized to a file, {0}.",
earlyboundFile);
// Convert the contact to a late-bound entity instance and serialize it to disk.
var lateboundContact = contact.ToEntity <Entity>();
String lateboundFile = "Contact_late_" + lateboundContact.Id.ToString("B") + ".xml";
var lateBoundSerializer = new DataContractSerializer(typeof(Entity));
// Write the serialized object to a file.
using (var file = new FileStream(lateboundFile, FileMode.Create))
{
lateBoundSerializer.WriteObject(file, lateboundContact);
}
Console.WriteLine(
"The late-bound contact instance has been serialized to a file, {0}.",
lateboundFile);
Contact deserializedContact = null;
using (var file = new FileStream(earlyboundFile, FileMode.Open))
{
deserializedContact = (Contact)earlyBoundSerializer.ReadObject(file);
Console.WriteLine("The contact has been de-serialized: {0} {1}",
deserializedContact.FirstName, deserializedContact.LastName);
}
// Update the contact to prove that the de-serialization worked.
deserializedContact.JobTitle = "Plumber";
service.Update(deserializedContact);
Console.WriteLine("The contact was updated.");
#endregion Demonstrate
#region Clean up
CleanUpSample(service);
#endregion Clean up
}
else
{
const string UNABLE_TO_LOGIN_ERROR = "Unable to Login to Microsoft Dataverse";
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();
}
}
[STAThread] // Required to support the interactive login experience
static void Main(string[] args)
{
CrmServiceClient service = null;
try
{
service = SampleHelpers.Connect("Connect");
if (service.IsReady)
{
// Create any entity records that the demonstration code requires
SetUpSample(service);
#region Demonstrate
// Create FetchXml for marketing list's query which locates accounts
// in Seattle.
String fetchXml = @"<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>
<entity name='account'>
<attribute name='name' />
<attribute name='address1_city' />
<attribute name='primarycontactid' />
<attribute name='telephone1' />
<attribute name='accountid' />
<order attribute='name' descending='false' />
<filter type='and'>
<condition attribute='address1_city' operator='eq' value='seattle' />
</filter>
</entity>
</fetch>";
// Create dynamic list. Set the type to true to declare a dynamic
// list.
List dynamicList = new List()
{
Type = true,
ListName = "Dynamic List",
CreatedFromCode = new OptionSetValue((int)ListCreatedFromCode.Account),
Query = fetchXml
};
_dynamicListId = service.Create(dynamicList);
dynamicList.Id = _dynamicListId;
Console.WriteLine("Created dynamic list.");
#endregion
#region Associate dynamic list to campaign
// Create a campaign.
var campaign = new Campaign()
{
Name = "Sample Campaign"
};
_campaignId = service.Create(campaign);
campaign.Id = _campaignId;
// Add the dynamic list to the campaign.
var addListToCampaignRequest =
new AddItemCampaignRequest()
{
CampaignId = _campaignId,
EntityId = _dynamicListId,
EntityName = List.EntityLogicalName,
};
service.Execute(addListToCampaignRequest);
Console.WriteLine("Added dynamic list to the campaign.");
// Create a campaign activity to distribute fax to the list members.
CampaignActivity campaignActivity = new CampaignActivity()
{
Subject = "Sample Campaign Activity",
ChannelTypeCode = new OptionSetValue((int)CampaignActivityChannelTypeCode.Fax),
RegardingObjectId = campaign.ToEntityReference()
};
_campaignActivityId = service.Create(campaignActivity);
// Add dynamic list to campaign activity.
var addListToCampaignActivityRequest =
new AddItemCampaignActivityRequest()
{
CampaignActivityId = _campaignActivityId,
ItemId = _dynamicListId,
EntityName = List.EntityLogicalName
};
service.Execute(addListToCampaignActivityRequest);
Console.WriteLine("Added dynamic list to the campaign activity.");
#endregion
#region Associate static list to campaign
// Copy the dynamic list to a static list.
var copyRequest =
new CopyDynamicListToStaticRequest()
{
ListId = _dynamicListId
};
var copyResponse =
(CopyDynamicListToStaticResponse)service.Execute(copyRequest);
_staticListId = copyResponse.StaticListId;
Console.WriteLine("Copied dynamic list to a static list.");
// Add the static list to the campaign.
var addStaticListToCampaignRequest =
new AddItemCampaignRequest()
{
CampaignId = _campaignId,
EntityId = _staticListId,
EntityName = List.EntityLogicalName
};
service.Execute(addStaticListToCampaignRequest);
Console.WriteLine("Added static list to the campaign.");
// Add the static list to the campaign activity.
var addStaticListToCampaignActivityRequest =
new AddItemCampaignActivityRequest()
{
CampaignActivityId = _campaignActivityId,
ItemId = _staticListId,
EntityName = List.EntityLogicalName
};
service.Execute(addStaticListToCampaignActivityRequest);
Console.WriteLine("Added static list to the campaign's activity.");
#endregion
#region Create fax for campaign's activity
// Create a fax.
var fax = new Fax()
{
Subject = "Example Fax"
};
Console.WriteLine("Created fax for campaign's activity.");
#endregion Create fax for campaign's activity
#region Distribute fax to the marketing list
// Distribute the campaign activity to the marketing lists.
var distributeRequest =
new DistributeCampaignActivityRequest()
{
CampaignActivityId = _campaignActivityId,
Activity = fax,
Owner = new EntityReference("systemuser", _salesManagerId),
Propagate = true,
SendEmail = false,
PostWorkflowEvent = true
};
service.Execute(distributeRequest);
Console.WriteLine("Distributed fax to the marketing lists.");
#endregion Distribute fax to the marketing list
#region Retrieve collection of entities from marketing list
// Retrieve a collection of entities that correspond
// to all of the members in a marketing list
// This approach of retrieving list members allows you to dynamically
// retrieve the members of a list programmatically without requiring
// knowledge of the member entity type.
OrganizationServiceContext orgContext =
new OrganizationServiceContext(service);
var member = (from mb in orgContext.CreateQuery <List>()
where mb.Id == _dynamicListId
select mb).FirstOrDefault();
string fetchQuery = member.Query;
var memberRequest = new RetrieveMultipleRequest();
FetchExpression fetch = new FetchExpression(fetchQuery);
memberRequest.Query = fetch;
var memberResponse =
(RetrieveMultipleResponse)service.Execute(memberRequest);
Console.WriteLine("Retrieved collection of entities from a marketing list.");
#endregion Demonstrate
#region Clean up
CleanUpSample(service);
#endregion Clean up
}
else
{
const string UNABLE_TO_LOGIN_ERROR = "Unable to Login to Common Data Service";
if (service.LastCrmError.Equals(UNABLE_TO_LOGIN_ERROR))
{
Console.WriteLine("Check the connection string values in cds/App.config.");
throw new Exception(service.LastCrmError);
}
else
{
throw service.LastCrmException;
}
}
}
catch (Exception ex)
{
SampleHelpers.HandleException(ex);
}
finally
{
if (service != null)
{
service.Dispose();
}
Console.WriteLine("Press <Enter> to exit.");
Console.ReadLine();
}
}
[STAThread] // Added to support UX
static void Main(string[] args)
{
CrmServiceClient service = null;
try
{
service = SampleHelpers.Connect("Connect");
if (service != null)
{
// Service implements IOrganizationService interface
if (service.IsReady)
{
#region Sample Code
//////////////////////////////////////////////
#region Demonstrate
// Instantiate an account object.
Entity newAccount = new Entity("account");
// Set the required attributes. For account, only the name is required.
newAccount["name"] = "Fourth Coffee";
//Set any other attribute values.
newAccount["address2_postalcode"] = "98074";
// Create an account record named Fourth Coffee.
Guid accountid = service.Create(newAccount);
Console.WriteLine("Created {0} entity named {1}.", newAccount.LogicalName, newAccount["name"]);
// Create a column set to define which attributes should be retrieved.
ColumnSet attributes = new ColumnSet("name", "ownerid");
// Retrieve the account and its name and ownerid attributes.
newAccount = service.Retrieve(newAccount.LogicalName, accountid, attributes);
Console.WriteLine("Retrieved Entity");
/*
* IMPORTANT:
* Do not update an entity using a retrieved entity instance.
* Always instantiate a new Entity and
* set the primary key value to match the entity you want to update.
* Only set the attribute values you are changing.
*/
Entity accountToUpdate = new Entity("account");
accountToUpdate["accountid"] = newAccount.Id;
// Update the address 1 postal code attribute.
accountToUpdate["address1_postalcode"] = "98052";
// The address 2 postal code was set accidentally, so set it to null.
accountToUpdate["address2_postalcode"] = null;
// Shows use of Money.
accountToUpdate["revenue"] = new Money(5000000);
// Shows use of boolean.
accountToUpdate["creditonhold"] = false;
// Perform the update.
service.Update(accountToUpdate);
Console.WriteLine("Updated Entity");
//Delete the entity
service.Delete("account", accountid);
Console.WriteLine("Deleted Entity");
#endregion Demonstrate
//////////////////////////////////////////////
#endregion Sample Code
Console.WriteLine("The sample completed successfully");
return;
}
else
{
const string UNABLE_TO_LOGIN_ERROR = "Unable to Login to Microsoft Dataverse";
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();
}
}
[STAThread] // Required to support the interactive login experience
static void Main(string[] args)
{
CrmServiceClient service = null;
try
{
service = SampleHelpers.Connect("Connect");
if (service.IsReady)
{
// Create any entity records that the demonstration code requires
SetUpSample(service);
#region Demonstrate
//Grab the default public view for opportunities.
QueryExpression mySavedQuery = new QueryExpression
{
ColumnSet = new ColumnSet("savedqueryid"),
EntityName = SavedQuery.EntityLogicalName,
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression
{
AttributeName = "isdefault",
Operator = ConditionOperator.Equal,
Values = { true }
},
new ConditionExpression
{
AttributeName = "querytype",
Operator = ConditionOperator.Equal,
Values = { 0 }
},
new ConditionExpression
{
AttributeName = "returnedtypecode",
Operator = ConditionOperator.Equal,
Values = { Opportunity.EntityTypeCode }
}
}
}
};
//This query should return one and only one result.
SavedQuery defaultOpportunityQuery = service.RetrieveMultiple(mySavedQuery)
.Entities.Select(x => (SavedQuery)x).FirstOrDefault();
// Retrieve visualizations out of the system.
// This sample assumes that you have the "Top Opportunities"
// visualization that is installed with Microsoft Dynamics CRM.
QueryByAttribute visualizationQuery = new QueryByAttribute
{
EntityName = SavedQueryVisualization.EntityLogicalName,
ColumnSet = new ColumnSet("savedqueryvisualizationid"),
Attributes = { "name" },
//If you do not have this visualization, you will need to change
//this line.
Values = { "Top Opportunities" }
};
SavedQueryVisualization visualization = service.RetrieveMultiple(visualizationQuery).
Entities.Select(x => (SavedQueryVisualization)x).FirstOrDefault();
//This is the language code for U.S. English. If you are running this code
//in a different locale, you will need to modify this value.
int languageCode = 1033;
//We set up our dashboard and specify the FormXml. Refer to the
//FormXml schema in the Microsoft Dynamics CRM SDK for more information.
SystemForm dashboard = new SystemForm
{
Name = "Sample Dashboard",
Description = "Sample organization-owned dashboard.",
FormXml = String.Format(@"<form>
<tabs>
<tab name='Test Dashboard' verticallayout='true'>
<labels>
<label description='Sample Dashboard' languagecode='{0}' />
</labels>
<columns>
<column width='100%'>
<sections>
<section name='Information Section'
showlabel='false' showbar='false'
columns='111'>
<labels>
<label description='Information Section'
languagecode='{0}' />
</labels>
<rows>
<row>
<cell colspan='1' rowspan='10'
showlabel='false'>
<labels>
<label description='Top Opportunitiess - 1'
languagecode='{0}' />
</labels>
<control id='TopOpportunities'
classid='{{E7A81278-8635-4d9e-8D4D-59480B391C5B}}'>
<parameters>
<ViewId>{1}</ViewId>
<IsUserView>false</IsUserView>
<RelationshipName />
<TargetEntityType>opportunity</TargetEntityType>
<AutoExpand>Fixed</AutoExpand>
<EnableQuickFind>false</EnableQuickFind>
<EnableViewPicker>false</EnableViewPicker>
<EnableJumpBar>false</EnableJumpBar>
<ChartGridMode>Chart</ChartGridMode>
<VisualizationId>{2}</VisualizationId>
<EnableChartPicker>false</EnableChartPicker>
<RecordsPerPage>10</RecordsPerPage>
</parameters>
</control>
</cell>
<cell colspan='1' rowspan='10'
showlabel='false'>
<labels>
<label description='Top Opportunities - 2'
languagecode='{0}' />
</labels>
<control id='TopOpportunities2'
classid='{{E7A81278-8635-4d9e-8D4D-59480B391C5B}}'>
<parameters>
<ViewId>{1}</ViewId>
<IsUserView>false</IsUserView>
<RelationshipName />
<TargetEntityType>opportunity</TargetEntityType>
<AutoExpand>Fixed</AutoExpand>
<EnableQuickFind>false</EnableQuickFind>
<EnableViewPicker>false</EnableViewPicker>
<EnableJumpBar>false</EnableJumpBar>
<ChartGridMode>Grid</ChartGridMode>
<VisualizationId>{2}</VisualizationId>
<EnableChartPicker>false</EnableChartPicker>
<RecordsPerPage>10</RecordsPerPage>
</parameters>
</control>
</cell>
</row>
<row />
<row />
<row />
<row />
<row />
<row />
<row />
<row />
<row />
</rows>
</section>
</sections>
</column>
</columns>
</tab>
</tabs>
</form>",
languageCode,
defaultOpportunityQuery.SavedQueryId.Value.ToString("B"),
visualization.SavedQueryVisualizationId.Value.ToString("B")),
IsDefault = false
};
_dashboardId = service.Create(dashboard);
Console.WriteLine("Created {0}.", dashboard.Name);
//Now we will retrieve the dashboard.
SystemForm retrievedDashboard = (SystemForm)service.Retrieve(SystemForm.EntityLogicalName, _dashboardId, new ColumnSet(true));
Console.WriteLine("Retrieved the dashboard.");
// Update the retrieved dashboard. Enable the chart picker on the chart.
var xDocument = XDocument.Parse(retrievedDashboard.FormXml);
var chartPicker = (from control in xDocument.Descendants("control")
where control.Attribute("id").Value == "TopOpportunities"
select control.Descendants("EnableChartPicker").First()
).First();
chartPicker.Value = "true";
//Now we place the updated Xml back into the dashboard, and update it.
retrievedDashboard.FormXml = xDocument.ToString();
service.Update(retrievedDashboard);
// Publish the dashboard changes to the solution.
// This is only required for organization-owned dashboards.
var updateRequest = new PublishXmlRequest
{
ParameterXml = @"<dashboard>_dashboardId</dashboard>"
};
service.Execute(updateRequest);
Console.WriteLine("Updated the dashboard.");
#endregion Demonstrate
#region Clean up
CleanUpSample(service);
#endregion Clean up
}
else
{
const string UNABLE_TO_LOGIN_ERROR = "Unable to Login to Microsoft Dataverse";
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();
}
}
[STAThread] // Required to support the interactive login experience
static void Main(string[] args)
{
CrmServiceClient service = null;
try
{
service = SampleHelpers.Connect("Connect");
if (service.IsReady)
{
// Create any entity records that the demonstration code requires
SetUpSample(service);
#region Demonstrate
var query = new QueryExpression
{
EntityName = Role.EntityLogicalName,
ColumnSet = new ColumnSet("name", "roleid")
};
EntityCollection entities = service.RetrieveMultiple(query);
// Write the name and ID of each role to the console.
foreach (Entity item in entities.Entities)
{
Role role = item.ToEntity <Role>();
Console.WriteLine("Name: {0}. Id: {1}", role.Name, role.Id);
}
#endregion Demonstrate
#region Clean up
//CleanUpSample(service);
#endregion Clean up
}
else
{
const string UNABLE_TO_LOGIN_ERROR = "Unable to Login to Common Data Service";
if (service.LastCrmError.Equals(UNABLE_TO_LOGIN_ERROR))
{
Console.WriteLine("Check the connection string values in cds/App.config.");
throw new Exception(service.LastCrmError);
}
else
{
throw service.LastCrmException;
}
}
}
catch (Exception ex)
{
SampleHelpers.HandleException(ex);
}
finally
{
if (service != null)
{
service.Dispose();
}
Console.WriteLine("Press <Enter> to exit.");
Console.ReadLine();
}
}
[STAThread] // Required to support the interactive login experience
static void Main(string[] args)
{
CrmServiceClient service = null;
try
{
service = SampleHelpers.Connect("Connect");
if (service.IsReady)
{
// Create any entity records that the demonstration code requires
SetUpSample(service);
#region Demonstrate
// Create and Retrieve Offline Filter
// In your Outlook client, this will appear in the System Filters tab
// under File | CRM | Synchronize | Outlook Filters.
Console.Write("Creating offline filter");
String contactName = String.Format("offlineFilteredContact {0}",
DateTime.Now.ToLongTimeString());
String fetchXml = String.Format("<fetch version=\"1.0\" output-format=\"xml-platform\" mapping=\"logical\"><entity name=\"contact\"><attribute name=\"contactid\" /><filter type=\"and\">" +
"<condition attribute=\"ownerid\" operator=\"eq-userid\" /><condition attribute=\"description\" operator=\"eq\" value=\"{0}\" />" +
"<condition attribute=\"statecode\" operator=\"eq\" value=\"0\" /></filter></entity></fetch>", contactName);
SavedQuery filter = new SavedQuery();
filter.FetchXml = fetchXml;
filter.IsQuickFindQuery = false;
filter.QueryType = SavedQueryQueryType.OfflineFilters;
filter.ReturnedTypeCode = Contact.EntityLogicalName;
filter.Name = "ReadOnlyFilter_" + contactName;
filter.Description = "Sample offline filter for Contact entity";
_offlineFilter = service.Create(filter);
Console.WriteLine(" and retrieving offline filter");
var result = (SavedQuery)service.Retrieve(
SavedQuery.EntityLogicalName,
_offlineFilter,
new ColumnSet("name", "description"));
Console.WriteLine("Name: {0}", result.Name);
Console.WriteLine("Description: {0}", result.Description);
Console.WriteLine();
// Create and Retrieve Offline Template
// In your Outlook client, this will appear in the User Filters tab
// under File | CRM | Synchronize | Outlook Filters.
Console.Write("Creating offline template");
String accountName = String.Format("offlineFilteredAccount {0}",
DateTime.Now.ToLongTimeString());
fetchXml = String.Format("<fetch version=\"1.0\" output-format=\"xml-platform\" mapping=\"logical\"><entity name=\"account\"><attribute name=\"accountid\" /><filter type=\"and\">" +
"<condition attribute=\"ownerid\" operator=\"eq-userid\" /><condition attribute=\"name\" operator=\"eq\" value=\"{0}\" />" +
"<condition attribute=\"statecode\" operator=\"eq\" value=\"0\" /></filter></entity></fetch>", accountName);
var template = new SavedQuery();
template.FetchXml = fetchXml;
template.IsQuickFindQuery = false;
template.QueryType = SavedQueryQueryType.OfflineTemplate;
template.ReturnedTypeCode = Account.EntityLogicalName;
template.Name = "ReadOnlyFilter_" + accountName;
template.Description = "Sample offline template for Account entity";
_offlineTemplate = service.Create(template);
Console.WriteLine(" and retrieving offline template");
result = (SavedQuery)service.Retrieve(
SavedQuery.EntityLogicalName,
_offlineTemplate,
new ColumnSet("name", "description"));
Console.WriteLine("Name: {0}", result.Name);
Console.WriteLine("Description: {0}", result.Description);
Console.WriteLine();
// Call InstantiateFiltersRequest
Console.WriteLine("Retrieving user's ID and creating the template collection");
var whoAmI = new WhoAmIRequest();
Guid id = ((WhoAmIResponse)service.Execute(whoAmI)).UserId;
EntityReferenceCollection templates = new EntityReferenceCollection();
templates.Add(new EntityReference(
SavedQuery.EntityLogicalName,
_offlineTemplate));
Console.WriteLine("Activating the selected offline templates for this user");
var request = new InstantiateFiltersRequest
{
UserId = id,
TemplateCollection = templates
};
var response = (InstantiateFiltersResponse)service.Execute(request);
Console.WriteLine();
// Call ResetUserFiltersRequest
Console.WriteLine("Resetting the user's offline templates to the defaults");
var resetRequest = new ResetUserFiltersRequest
{
QueryType = SavedQueryQueryType.OfflineFilters
};
var resetResponse = (ResetUserFiltersResponse)service.Execute(resetRequest);
Console.WriteLine();
#endregion Demonstrate
#region Clean up
CleanUpSample(service);
#endregion Clean up
}
else
{
const string UNABLE_TO_LOGIN_ERROR = "Unable to Login to Common Data Service";
if (service.LastCrmError.Equals(UNABLE_TO_LOGIN_ERROR))
{
Console.WriteLine("Check the connection string values in cds/App.config.");
throw new Exception(service.LastCrmError);
}
else
{
throw service.LastCrmException;
}
}
}
catch (Exception ex)
{
SampleHelpers.HandleException(ex);
}
finally
{
if (service != null)
{
service.Dispose();
}
Console.WriteLine("Press <Enter> to exit.");
Console.ReadLine();
}
}