/// <summary>
/// Create and configure the organization service proxy.
/// Create few types of attributes.
/// Insert status in the existing status list.
/// Retrieve attribute.
/// Update attribute.
/// Update existing state value.
/// Optionally delete/revert any attributes
/// that were created/changed for this sample.
/// </summary>
/// <param name="serverConfig">Contains server connection information.</param>
/// <param name="promptForDelete">When True, the user will be prompted to delete all
/// created entities.</param>
public void Run(ServerConnection.Configuration serverConfig, bool promptForDelete)
{
try
{
// Connect to the Organization service.
// The using statement assures that the service proxy will be properly disposed.
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,serverConfig.Credentials, serverConfig.DeviceCredentials))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
//<snippetWorkWithAttributes1>
#region How to create attributes
//<snippetWorkWithAttributes2>
// Create storage for new attributes being created
addedAttributes = new List<AttributeMetadata>();
// Create a boolean attribute
BooleanAttributeMetadata boolAttribute = new BooleanAttributeMetadata
{
// Set base properties
SchemaName = "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
DateTimeAttributeMetadata dtAttribute = new DateTimeAttributeMetadata
{
// Set base properties
SchemaName = "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
DecimalAttributeMetadata decimalAttribute = new DecimalAttributeMetadata
{
// Set base properties
SchemaName = "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
IntegerAttributeMetadata integerAttribute = new IntegerAttributeMetadata
{
// Set base properties
SchemaName = "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
MemoAttributeMetadata memoAttribute = new MemoAttributeMetadata
{
// Set base properties
SchemaName = "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
MoneyAttributeMetadata moneyAttribute = new MoneyAttributeMetadata
{
// Set base properties
SchemaName = "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
PicklistAttributeMetadata pickListAttribute =
new PicklistAttributeMetadata
{
// Set base properties
SchemaName = "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
StringAttributeMetadata stringAttribute = new StringAttributeMetadata
{
// Set base properties
SchemaName = "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);
// 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.
CreateAttributeRequest createAttributeRequest = new CreateAttributeRequest
{
EntityName = Contact.EntityLogicalName,
Attribute = anAttribute
};
// Execute the request.
_serviceProxy.Execute(createAttributeRequest);
Console.WriteLine("Created the attribute {0}.", anAttribute.SchemaName);
}
//</snippetWorkWithAttributes2>
#endregion How to create attributes
#region How to insert status
//<snippetWorkWithAttributes3>
// Use InsertStatusValueRequest message to insert a new status
// in an existing status attribute.
// Create the request.
InsertStatusValueRequest 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)_serviceProxy.Execute(
insertStatusValueRequest)).NewOptionValue;
Console.WriteLine("Created {0} with the value of {1}.",
insertStatusValueRequest.Label.LocalizedLabels[0].Label,
_insertedStatusValue);
//</snippetWorkWithAttributes3>
#endregion How to insert status
#region How to retrieve attribute
//<snippetWorkWithAttributes4>
// Create the request
RetrieveAttributeRequest attributeRequest = new RetrieveAttributeRequest
{
EntityLogicalName = Contact.EntityLogicalName,
LogicalName = "new_string",
RetrieveAsIfPublished = true
};
// Execute the request
RetrieveAttributeResponse attributeResponse =
(RetrieveAttributeResponse)_serviceProxy.Execute(attributeRequest);
Console.WriteLine("Retrieved the attribute {0}.",
attributeResponse.AttributeMetadata.SchemaName);
//</snippetWorkWithAttributes4>
#endregion How to retrieve attribute
#region How to update attribute
//<snippetWorkWithAttributes5>
// Modify the retrieved attribute
AttributeMetadata retrievedAttributeMetadata =
attributeResponse.AttributeMetadata;
retrievedAttributeMetadata.DisplayName =
new Label("Update String Attribute", _languageCode);
// Update an attribute retrieved via RetrieveAttributeRequest
UpdateAttributeRequest updateRequest = new UpdateAttributeRequest
{
Attribute = retrievedAttributeMetadata,
EntityName = Contact.EntityLogicalName,
MergeLabels = false
};
// Execute the request
_serviceProxy.Execute(updateRequest);
Console.WriteLine("Updated the attribute {0}.",
retrievedAttributeMetadata.SchemaName);
//</snippetWorkWithAttributes5>
#endregion How to update attribute
#region How to update state value
//<snippetWorkWithAttributes6>
// Modify the state value label from Active to Open.
// Create the request.
UpdateStateValueRequest updateStateValue = new UpdateStateValueRequest
{
AttributeLogicalName = "statecode",
EntityLogicalName = Contact.EntityLogicalName,
Value = 1,
Label = new Label("Open", _languageCode)
};
// Execute the request.
_serviceProxy.Execute(updateStateValue);
Console.WriteLine(
"Updated {0} state attribute of {1} entity from 'Active' to '{2}'.",
updateStateValue.AttributeLogicalName,
updateStateValue.EntityLogicalName,
updateStateValue.Label.LocalizedLabels[0].Label
);
//</snippetWorkWithAttributes6>
#endregion How to update state value
#region How to insert a new option item in a local option set
//<snippetWorkWithAttributes7>
// Create a request.
InsertOptionValueRequest insertOptionValueRequest =
new InsertOptionValueRequest
{
AttributeLogicalName = "new_picklist",
EntityLogicalName = Contact.EntityLogicalName,
Label = new Label("New Picklist Label", _languageCode)
};
// Execute the request.
int insertOptionValue = ((InsertOptionValueResponse)_serviceProxy.Execute(
insertOptionValueRequest)).NewOptionValue;
Console.WriteLine("Created {0} with the value of {1}.",
insertOptionValueRequest.Label.LocalizedLabels[0].Label,
insertOptionValue);
//</snippetWorkWithAttributes7>
#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
//<snippetWorkWithAttributes8>
// Use the RetrieveAttributeRequest message to retrieve
// a attribute by it's logical name.
RetrieveAttributeRequest retrieveAttributeRequest =
new RetrieveAttributeRequest
{
EntityLogicalName = Contact.EntityLogicalName,
LogicalName = "new_picklist",
RetrieveAsIfPublished = true
};
// Execute the request.
RetrieveAttributeResponse retrieveAttributeResponse =
(RetrieveAttributeResponse)_serviceProxy.Execute(
retrieveAttributeRequest);
// Access the retrieved attribute.
PicklistAttributeMetadata 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.
OrderOptionRequest 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
_serviceProxy.Execute(orderOptionRequest);
Console.WriteLine("Option Set option order changed");
//</snippetWorkWithAttributes8>
#endregion How to change the order of options of a global option set
// NOTE: All customizations must be published before they can be used.
_serviceProxy.Execute(new PublishAllXmlRequest());
Console.WriteLine("Published all customizations.");
//</snippetWorkWithAttributes1>
DeleteRequiredRecords(promptForDelete);
}
}
// Catch any service fault exceptions that Microsoft Dynamics CRM throws.
catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>)
{
// You can handle an exception here or pass it back to the calling method.
throw;
}
}
/// <summary>
/// Create the custom entity.
/// Optionally delete the custom entity.
/// </summary>
/// <param name="serverConfig">Contains server connection information.</param>
/// <param name="promptForDelete">When True, the user will be prompted to delete all
/// created entities.</param>
public void Run(ServerConnection.Configuration serverConfig, bool promptForDelete)
{
try
{
// Connect to the Organization service.
// The using statement assures that the service proxy will be properly disposed.
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,
serverConfig.Credentials, serverConfig.DeviceCredentials))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
//<snippetCreateCustomActivityEntity1>
// The custom prefix would typically be passed in as an argument or
// determined by the publisher of the custom solution.
//<snippetCreateCustomActivityEntity2>
String prefix = "new_";
String customEntityName = prefix + "instantmessage";
// 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 Label("Subject", 1033)
},
Entity = new EntityMetadata
{
IsActivity = true,
SchemaName = customEntityName,
DisplayName = new Label("Instant Message", 1033),
DisplayCollectionName = new Label("Instant Messages", 1033),
OwnershipType = OwnershipTypes.UserOwned,
IsAvailableOffline = true,
}
};
_serviceProxy.Execute(request);
//Entity must be published
//</snippetCreateCustomActivityEntity2>
// Add few attributes to the custom activity entity.
CreateAttributeRequest fontFamilyAttributeRequest =
new CreateAttributeRequest
{
EntityName = customEntityName,
Attribute = new StringAttributeMetadata
{
SchemaName = prefix + "fontfamily",
DisplayName = new Label("Font Family", 1033),
MaxLength = 100
}
};
CreateAttributeResponse fontFamilyAttributeResponse =
(CreateAttributeResponse)_serviceProxy.Execute(
fontFamilyAttributeRequest);
CreateAttributeRequest fontColorAttributeRequest =
new CreateAttributeRequest
{
EntityName = customEntityName,
Attribute = new StringAttributeMetadata
{
SchemaName = prefix + "fontcolor",
DisplayName = new Label("Font Color", 1033),
MaxLength = 50
}
};
CreateAttributeResponse fontColorAttributeResponse =
(CreateAttributeResponse)_serviceProxy.Execute(
fontColorAttributeRequest);
CreateAttributeRequest fontSizeAttributeRequest =
new CreateAttributeRequest
{
EntityName = customEntityName,
Attribute = new IntegerAttributeMetadata
{
SchemaName = prefix + "fontSize",
DisplayName = new Label("Font Size", 1033)
}
};
CreateAttributeResponse fontSizeAttributeResponse =
(CreateAttributeResponse)_serviceProxy.Execute(
fontSizeAttributeRequest);
//</snippetCreateCustomActivityEntity1>
Console.WriteLine("The custom activity has been created.");
DeleteCustomEntity(prefix, promptForDelete);
}
}
// Catch any service fault exceptions that Microsoft Dynamics CRM throws.
catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>)
{
// You can handle an exception here or pass it back to the calling method.
throw;
}
}
/// <summary>
/// Create a custom entity.
/// Update the custom entity.
/// Optionally delete the custom entity.
/// </summary>
/// <param name="serverConfig">Contains server connection information.</param>
/// <param name="promptForDelete">When True, the user will be prompted to delete all
/// created entities.</param>
public void Run(ServerConnection.Configuration serverConfig, bool promptForDelete)
{
try
{
// Connect to the Organization service.
// The using statement assures that the service proxy will be properly disposed.
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,serverConfig.Credentials, serverConfig.DeviceCredentials))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
// Create the custom entity.
//<snippetCreateUpdateEntityMetadata1>
CreateEntityRequest createrequest = new CreateEntityRequest
{
//Define the entity
Entity = new EntityMetadata
{
SchemaName = _customEntityName,
DisplayName = new Label("Bank Account", 1033),
DisplayCollectionName = new Label("Bank Accounts", 1033),
Description = new Label("An entity to store information about customer bank accounts", 1033),
OwnershipType = OwnershipTypes.UserOwned,
IsActivity = false,
},
// Define the primary attribute for the entity
PrimaryAttribute = new StringAttributeMetadata
{
SchemaName = "new_accountname",
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
MaxLength = 100,
FormatName = StringFormatName.Text,
DisplayName = new Label("Account Name", 1033),
Description = new Label("The primary attribute for the Bank Account entity.", 1033)
}
};
_serviceProxy.Execute(createrequest);
Console.WriteLine("The bank account entity has been created.");
//</snippetCreateUpdateEntityMetadata1>
// Add some attributes to the Bank Account entity
//<snippetCreateUpdateEntityMetadata2>
CreateAttributeRequest createBankNameAttributeRequest = new CreateAttributeRequest
{
EntityName = _customEntityName,
Attribute = new StringAttributeMetadata
{
SchemaName = "new_bankname",
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
MaxLength = 100,
FormatName = StringFormatName.Text,
DisplayName = new Label("Bank Name", 1033),
Description = new Label("The name of the bank.", 1033)
}
};
_serviceProxy.Execute(createBankNameAttributeRequest);
//</snippetCreateUpdateEntityMetadata2>
Console.WriteLine("An bank name attribute has been added to the bank account entity.");
//<snippetCreateUpdateEntityMetadata3>
CreateAttributeRequest createBalanceAttributeRequest = new CreateAttributeRequest
{
EntityName = _customEntityName,
Attribute = new MoneyAttributeMetadata
{
SchemaName = "new_balance",
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
PrecisionSource = 2,
DisplayName = new Label("Balance", 1033),
Description = new Label("Account Balance at the last known date", 1033),
}
};
_serviceProxy.Execute(createBalanceAttributeRequest);
//</snippetCreateUpdateEntityMetadata3>
Console.WriteLine("An account balance attribute has been added to the bank account entity.");
//<snippetCreateUpdateEntityMetadata4>
CreateAttributeRequest createCheckedDateRequest = new CreateAttributeRequest
{
EntityName = _customEntityName,
Attribute = new DateTimeAttributeMetadata
{
SchemaName = "new_checkeddate",
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
Format = DateTimeFormat.DateOnly,
DisplayName = new Label("Date", 1033),
Description = new Label("The date the account balance was last confirmed", 1033)
}
};
_serviceProxy.Execute(createCheckedDateRequest);
Console.WriteLine("An date attribute has been added to the bank account entity.");
//</snippetCreateUpdateEntityMetadata4>
//Create a lookup attribute to link the bank account with a contact record.
//<snippetCreateUpdateEntityMetadata5>
CreateOneToManyRequest req = new CreateOneToManyRequest()
{
Lookup = new LookupAttributeMetadata()
{
Description = new Label("The owner of the bank account", 1033),
DisplayName = new Label("Account Owner", 1033),
LogicalName = "new_parent_contactid",
SchemaName = "New_Parent_ContactId",
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.ApplicationRequired)
},
OneToManyRelationship = new OneToManyRelationshipMetadata()
{
AssociatedMenuConfiguration = new AssociatedMenuConfiguration()
{
Behavior = AssociatedMenuBehavior.UseCollectionName,
Group = AssociatedMenuGroup.Details,
Label = new Label("Bank Accounts", 1033),
Order = 10000
},
CascadeConfiguration = new CascadeConfiguration()
{
Assign = CascadeType.Cascade,
Delete = CascadeType.Cascade,
Merge = CascadeType.Cascade,
Reparent = CascadeType.Cascade,
Share = CascadeType.Cascade,
Unshare = CascadeType.Cascade
},
ReferencedEntity = Contact.EntityLogicalName,
ReferencedAttribute = "contactid",
ReferencingEntity = _customEntityName,
SchemaName = "new_contact_new_bankaccount"
}
};
_serviceProxy.Execute(req);
//</snippetCreateUpdateEntityMetadata5>
Console.WriteLine("A lookup attribute has been added to the bank account entity to link it with the Contact entity.");
//<snippetCreateUpdateEntityMetadata11>
//Create an Image attribute for the custom entity
// Only one Image attribute can be added to an entity that doesn't already have one.
CreateAttributeRequest createEntityImageRequest = new CreateAttributeRequest
{
EntityName = _customEntityName,
Attribute = new ImageAttributeMetadata
{
SchemaName = "EntityImage", //The name is always EntityImage
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
DisplayName = new Label("Image", 1033),
Description = new Label("An image to represent the bank account.", 1033)
}
};
_serviceProxy.Execute(createEntityImageRequest);
Console.WriteLine("An image attribute has been added to the bank account entity.");
//</snippetCreateUpdateEntityMetadata11>
//<snippetCreateUpdateEntityMetadata9>
//<snippetCreateUpdateEntityMetadata.RetrieveEntity>
RetrieveEntityRequest retrieveBankAccountEntityRequest = new RetrieveEntityRequest
{
EntityFilters = EntityFilters.Entity,
LogicalName = _customEntityName
};
RetrieveEntityResponse retrieveBankAccountEntityResponse = (RetrieveEntityResponse)_serviceProxy.Execute(retrieveBankAccountEntityRequest);
//</snippetCreateUpdateEntityMetadata.RetrieveEntity>
//<snippetCreateUpdateEntityMetadata8>
EntityMetadata BankAccountEntity = retrieveBankAccountEntityResponse.EntityMetadata;
// Disable Mail merge
BankAccountEntity.IsMailMergeEnabled = new BooleanManagedProperty(false);
// Enable Notes
UpdateEntityRequest updateBankAccountRequest = new UpdateEntityRequest
{
Entity = BankAccountEntity,
HasNotes = true
};
_serviceProxy.Execute(updateBankAccountRequest);
//</snippetCreateUpdateEntityMetadata8>
//</snippetCreateUpdateEntityMetadata9>
Console.WriteLine("The bank account entity has been updated");
//Update the entity form so the new fields are visible
UpdateEntityForm(_customEntityName);
// Customizations must be published after an entity is updated.
//<snippetCreateUpdateEntityMetadata6>
PublishAllXmlRequest publishRequest = new PublishAllXmlRequest();
_serviceProxy.Execute(publishRequest);
//</snippetCreateUpdateEntityMetadata6>
Console.WriteLine("Customizations were published.");
//Provides option to view the entity in the default solution
ShowEntityInBrowser(promptForDelete, BankAccountEntity);
//Provides option to view the entity form with the fields added
ShowEntityFormInBrowser(promptForDelete, BankAccountEntity);
DeleteRequiredRecords(promptForDelete);
}
}
// Catch any service fault exceptions that Microsoft Dynamics CRM throws.
catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>)
{
// You can handle an exception here or pass it back to the calling method.
throw;
}
}
private void CreateOptionSetField(JToken field)
{
CreateAttributeRequest req = new CreateAttributeRequest();
req.EntityName = field["entity"].ToString();
var am = new PicklistAttributeMetadata();
am.SchemaName = field["schemaname"].ToString();
am.RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None);
am.DisplayName = new Label(field["displayname"].ToString(), 1033);
am.Description = new Label("", 1033);
OptionSetMetadata os = new OptionSetMetadata();
os.IsGlobal = false;
foreach (var option in field["options"])
{
Label label = new Label(option["displayname"].ToString(), 1033);
int? value = JSONUtil.GetInt32(option, "value");
os.Options.Add(new OptionMetadata(label, value));
}
am.OptionSet = os;
req.Attribute = am;
this._cdsConnection.Execute(req);
}
private void CreateNewDummySavingAttribute(pavelkh_advancedmultiselectitemsetconfiguration itemSetConfig)
{
const int LangCode = 1033;
try
{
var schemaName = itemSetConfig.pavelkh_NewDummySavingField.Trim();
var request = new CreateAttributeRequest
{
EntityName = itemSetConfig.pavelkh_EntityName,
Attribute = new StringAttributeMetadata
{
SchemaName = schemaName,
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
Format = StringFormat.Text,
MaxLength = itemSetConfig.pavelkh_NewDummySavingAttributeLength,
DisplayName = new Label(itemSetConfig.pavelkh_NewDummySavingFieldDisplayName, LangCode),
Description = new Label("Dummy Saving Attribute for AdvancedMultiSelect.", LangCode),
IsValidForAdvancedFind = new BooleanManagedProperty(false),
IsAuditEnabled = new BooleanManagedProperty(false),
}
};
var pluginContext = this.PluginContext;
pluginContext.Trace($"Creating a new Dummy Saving Attribute ({schemaName})");
var service = pluginContext.Service;
service.Execute(request);
MetadataUtils.PublishEntity(service, itemSetConfig.pavelkh_EntityName);
}
catch (Exception exc)
{
throw new InvalidPluginExecutionException(
$"Error while creating a new field. Please check, perhaps a field with such name already exists.\n{exc.Message}");
}
}
private void CreateDateTimeField(JToken field)
{
var entitySchemaName = JSONUtil.GetText(field, "entity");
var displayName = JSONUtil.GetText(field, "displayname");
var fieldSchemaName = JSONUtil.GetText(field, "schemaname");
CreateAttributeRequest req = new CreateAttributeRequest();
req.EntityName = entitySchemaName;
var dta = new DateTimeAttributeMetadata();
dta.SchemaName = fieldSchemaName;
dta.RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None);
var datetimeoption = JSONUtil.GetText(field, "datetimeoption");
if (datetimeoption == null)
{
datetimeoption = "dateonly";
}
if (datetimeoption == "dateonly")
{
dta.Format = DateTimeFormat.DateOnly;
}
else if (datetimeoption == "datetime")
{
dta.Format = DateTimeFormat.DateAndTime;
}
dta.DisplayName = new Label(displayName, 1033);
dta.Description = new Label("", 1033);
req.Attribute = dta;
this._cdsConnection.Execute(req);
}
private void CreateBooleanField(JToken field)
{
var entitySchemaName = JSONUtil.GetText(field, "entity");
var displayName = JSONUtil.GetText(field, "displayname");
var fieldSchemaName = JSONUtil.GetText(field, "schemaname");
CreateAttributeRequest req = new CreateAttributeRequest();
req.EntityName = entitySchemaName;
var am = new BooleanAttributeMetadata();
am.SchemaName = fieldSchemaName;
am.RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None);
am.DisplayName = new Label(displayName, 1033);
am.Description = new Label("", 1033);
am.OptionSet = new BooleanOptionSetMetadata(
new OptionMetadata(new Label("Yes", 1033), 1),
new OptionMetadata(new Label("No", 1033), 0));
req.Attribute = am;
this._cdsConnection.Execute(req);
}
/// <summary>
/// 创建Floating Point Number字段
/// </summary>
public OrganizationResponse CreateFloatingPointNumberField(
string entityName,
string schemName,
string displayName,
string decription,
double?minValue,
double?maxValue,
AttributeRequiredLevel requiredLevel)
{
var request = new CreateAttributeRequest
{
EntityName = entityName,
Attribute = new DoubleAttributeMetadata()
{
SchemaName = schemName,
RequiredLevel = new AttributeRequiredLevelManagedProperty(requiredLevel),
DisplayName = new Label(displayName, 1033),
Description = new Label(decription, 1033),
MinValue = minValue,
MaxValue = maxValue
}
};
return(Service.Execute(request));
}
/// <summary>
/// 创建OptionSet字段
/// </summary>
public OrganizationResponse CreateOptionSetField(
string entityName,
string schemName,
string displayName,
string decription,
IDictionary <string, int> options,
bool isGlobal,
AttributeRequiredLevel requiredLevel)
{
OptionMetadataCollection collection = GetOptionMetadataCollection(options);
var request = new CreateAttributeRequest
{
EntityName = entityName,
Attribute = new PicklistAttributeMetadata()
{
SchemaName = schemName,
RequiredLevel = new AttributeRequiredLevelManagedProperty(requiredLevel),
DisplayName = new Label(displayName, 1033),
Description = new Label(decription, 1033),
OptionSet = new OptionSetMetadata(collection)
{
IsGlobal = isGlobal
}
}
};
return(Service.Execute(request));
}
/// <summary>
/// 创建Two Options字段
/// </summary>
public OrganizationResponse CreateTwoOptionsField(
string entityName,
string schemName,
string displayName,
string decription,
IDictionary <string, int> options,
AttributeRequiredLevel requiredLevel)
{
if (options.Count != 2)
{
throw new ArgumentException("The options argument should have two options");
}
OptionMetadataCollection collection = GetOptionMetadataCollection(options);
var request = new CreateAttributeRequest
{
EntityName = entityName,
Attribute = new BooleanAttributeMetadata()
{
SchemaName = schemName,
RequiredLevel = new AttributeRequiredLevelManagedProperty(requiredLevel),
DisplayName = new Label(displayName, 1033),
Description = new Label(decription, 1033),
OptionSet = new BooleanOptionSetMetadata(
collection[0], // true option
collection[1] // false option
)
}
};
return(Service.Execute(request));
}
private void addCreateRequest(string[] row, List <CrmOperation> crmOp)
{
IEnumerable <IExtensibleDataObject> attrMetadataList = attributeReader(row);
foreach (var attrMetadata in attrMetadataList)
{
if (attrMetadata != null)
{
if (attrMetadata is AttributeMetadata)
{
CreateAttributeRequest createAttributeRequest = new CreateAttributeRequest
{
EntityName = filteredMetadata[0].EntityLogicalName,
Attribute = attrMetadata as AttributeMetadata,
SolutionUniqueName = GlobalApplicationData.Instance.currentSolution.SolutionName
};
crmOp.Add(new CrmOperation(CrmOperation.CrmOperationType.create, CrmOperation.CrmOperationTarget.attribute, createAttributeRequest, "Create field " + ((AttributeMetadata)attrMetadata).SchemaName + " in " + filteredMetadata[0].EntityLogicalName));
}
else if (attrMetadata is CreateOneToManyRequest)
{
string outputstring = string.Format("Create relation {0} -> {1}", ((CreateOneToManyRequest)attrMetadata).OneToManyRelationship.ReferencingEntity, ((CreateOneToManyRequest)attrMetadata).OneToManyRelationship.ReferencedEntity);
crmOp.Add(new CrmOperation(CrmOperation.CrmOperationType.create, CrmOperation.CrmOperationTarget.attribute, attrMetadata as CreateOneToManyRequest, outputstring));
}
else if (attrMetadata is InsertOptionValueRequest)
{
string outputstring = string.Format("Insert Option to {0} Text: {1}", ((InsertOptionValueRequest)attrMetadata).OptionSetName, Utils.getLocalizedLabel(((InsertOptionValueRequest)attrMetadata).Label.LocalizedLabels, languageCode));
crmOp.Add(new CrmOperation(CrmOperation.CrmOperationType.create, CrmOperation.CrmOperationTarget.attribute, attrMetadata as InsertOptionValueRequest, outputstring));
}
}
}
}
protected override void ProcessRecord()
{
base.ProcessRecord();
CreateAttributeRequest request;
try
{
request = new CreateAttributeRequest
{
CatalogId = CatalogId,
DataAssetKey = DataAssetKey,
EntityKey = EntityKey,
CreateAttributeDetails = CreateAttributeDetails,
OpcRequestId = OpcRequestId,
OpcRetryToken = OpcRetryToken
};
response = client.CreateAttribute(request).GetAwaiter().GetResult();
WriteOutput(response, response.Attribute);
FinishProcessing(response);
}
catch (Exception ex)
{
TerminatingErrorDuringExecution(ex);
}
}
//code to autopopulate Mortgage Number field in Mortgage request entity, only needed to be run once for this take affect
public void autoPopulateMortgageNumber()
{
CrmServiceClient client = new CrmServiceClient("Url=https://revaturefinalproj.crm.dynamics.com; [email protected]; Password=Revature2018!; authtype=Office365");
IOrganizationService service = (IOrganizationService)
client.OrganizationWebProxyClient != null ? (IOrganizationService)client.OrganizationWebProxyClient : (IOrganizationService)client.OrganizationServiceProxy;
CreateAttributeRequest widgetSerialNumberAttributeRequest = new CreateAttributeRequest
{
EntityName = "revfinal_mortgage",
Attribute = new StringAttributeMetadata
{
//Define the format of the attribute
AutoNumberFormat = "{DATETIMEUTC:yyyyMMddhhmm}",
LogicalName = "revfinal_mortgagenumber",
SchemaName = "revfinal_mortgagenumber",
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
MaxLength = 100, // The MaxLength defined for the string attribute must be greater than the length of the AutoNumberFormat value, that is, it should be able to fit in the generated value.
DisplayName = new Label("Mortgage Number", 1033),
Description = new Label("Mortgage Number of the Mortgage Application.", 1033)
}
};
service.Execute(widgetSerialNumberAttributeRequest);
}
static void CriarAtributo(OrganizationServiceProxy serviceProxy)
{
CreateAttributeRequest create = new CreateAttributeRequest
{
EntityName = "new_bankaccount",
Attribute = new DateTimeAttributeMetadata
{
SchemaName = "new_checkeddate",
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
Format = DateTimeFormat.DateOnly,
DisplayName = new Label("Date", 1033),
Description = new Label("The Date the account balance was last confirmed", 1033),
}
};
try
{
serviceProxy.Execute(create);
Console.WriteLine("Atributo criado com sucesso!!");
}
catch (Exception ex)
{
Console.WriteLine("Erro ao criar Atributo:" + ex.Message.ToString());
}
}
protected void Run_Work_AutoNumber(IOrganizationService service)
{
string prefix = "WRK";
Helper help = new Helper();
CreateAttributeRequest autonum = help.AutoNumber(prefix, workEntityName);
service.Execute(autonum);
}
public void Run()
{
//[ONPREM] string connectionString = @"AuthType=IFD;Url=https://dyncrmsql:444/CRM;Username=contoso\\Administrator;Password=***!";
// Custom entity required:
// Entity name: new_test
// Default field: name
// Custom fields:
// content (multi-line text)
string connectionString = @"AuthType=Office365;Url=https://fiscalnet.crm.dynamics.com;[email protected];Password=Itadow29";
CrmServiceClient proxy = new CrmServiceClient(connectionString);
ServicePointManager.SecurityProtocol = SecurityProtocolType.Tls12;
// Creating AutoNumber attribute
CreateAttributeRequest testAttributeRequest = new CreateAttributeRequest
{
EntityName = "new_test",
Attribute = new StringAttributeMetadata
{
//Define the format of the attribute. Main documentation is here: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/create-auto-number-attributes
AutoNumberFormat = "TST2-{SEQNUM:5}",
LogicalName = "new_serialnumber2",
SchemaName = "new_SerialNumber2",
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
MaxLength = 100, // The MaxLength defined for the string attribute must be greater than the length of the AutoNumberFormat value, that is, it should be able to fit in the generated value.
DisplayName = new Label("Serial Number 2", 1033),
Description = new Label("Serial Number of the test 2.", 1033)
}
};
proxy.Execute(testAttributeRequest);
Console.Out.WriteLine("AutoNumber Attribute has been created...");
//Creating a new record
Random r = new Random();
Entity e = new Entity("new_test");
e["new_name"] = "New record " + String.Format("{0:00000}", r.Next(1000, 10000));
e["new_content"] = "All we need is less...";
Guid newRecordId = proxy.Create(e); // When creating the record, the new attribute is auto-populated following the specified pattern
Console.Out.WriteLine(String.Format("New entity {0} record has been created...", newRecordId.ToString()));
// Retrieving the just created record using the Guid returned by the create method
Entity e2 = proxy.Retrieve("new_test", newRecordId, new ColumnSet(true));
Console.Out.WriteLine("Retrieving new record...");
Console.Out.WriteLine(String.Format("Name = {0}", e2["new_name"].ToString()));
Console.Out.WriteLine(String.Format("content = {0}", e2["new_content"].ToString()));
Console.Out.WriteLine(String.Format("AutoNumber = {0}", e2["new_serialnumber2"].ToString()));
Console.Out.WriteLine("Press any key to end...");
Console.ReadKey();
}
public static void DotsTwitterPublisher()
{
// Create the custom entity.
CreateEntityRequest createRequest = new CreateEntityRequest
{
//Define the entity
Entity = new EntityMetadata
{
SchemaName = _custom_PublisherEntityName,
DisplayName = new Label("DS Twitter Publisher", 1033),
DisplayCollectionName = new Label("Twitter Publisher", 1033),
Description = new Label("An entity to store information about Publisher a entity.", 1033),
OwnershipType = OwnershipTypes.UserOwned,
IsActivity = false,
//CanCreateForms = new BooleanManagedProperty(true),
},
// Define the primary attribute for the entity
PrimaryAttribute = new StringAttributeMetadata
{
SchemaName = "dots_alias",
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.SystemRequired),
MaxLength = 100,
FormatName = StringFormatName.Text,
DisplayName = new Label("Alias", 1033),
Description = new Label("The primary attribute for the dots_twitterpublisher entity.", 1033),
}
};
_serviceProxy.Execute(createRequest);
// Add some attributes to the entity
CreateAttributeRequest createMediaAttributeRequest = new CreateAttributeRequest
{
EntityName = _custom_PublisherEntityName,
Attribute = new PicklistAttributeMetadata
{
SchemaName = "dots_media",
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.SystemRequired),
OptionSet = new OptionSetMetadata
{
IsGlobal = false,
OptionSetType = OptionSetType.Picklist,
Options =
{
new OptionMetadata(new Label("Twitter", 1033), 1),
}
},
DisplayName = new Label("Media", 1033),
Description = new Label("The Media type like twitter.", 1033),
}
};
_serviceProxy.Execute(createMediaAttributeRequest);
}
public SingleResponse Create(string repoName, CreateAttributeRequest request)
{
Uri endpoint = ApiUris.GetFullUri(
mBaseUri, ApiEndpoints.CreateAttribute, repoName);
string actionDescription = string.Format(
"create attribute name {0} on repo {1}", request.Name, repoName);
return(Internal.MakeApiRequest <CreateAttributeRequest, SingleResponse>(
endpoint, HttpMethod.Post, request, actionDescription, mApiKey));
}
public override void CreateAttribute(IOrganizationService service)
{
var attribute = GetAttributeMetadata();
var request = new CreateAttributeRequest
{
EntityName = Entity,
Attribute = attribute
};
service.Execute(request);
}
static void Main(string[] args)
{
try
{
CrmServiceClient crmServiceClientObj = new CrmServiceClient(ConfigurationManager.ConnectionStrings["CrmOnlineStringFromAppConfig"].ConnectionString);
if (!crmServiceClientObj.IsReady)
{
Console.WriteLine("No Connection was Made.");
}
Console.WriteLine("Connected");
Console.WriteLine("Creating Auto number Attribute for Entity {0}", entityName);
var attributeMetaData = new StringAttributeMetadata()
{
//{DATETIMEUTC:yyyyMMddhhmmss} can also be used
AutoNumberFormat = "SYS {RANDSTRING:4} - ORG {SEQNUM:4}",
//this should be unique
SchemaName = "new_AutoNumAtt",
//set it as per required
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
//Lable Name
DisplayName = new Microsoft.Xrm.Sdk.Label("Entity Code", 1033),
// On hover description
Description = new Microsoft.Xrm.Sdk.Label("The value will be AUTO GENERATED", 1033),
IsAuditEnabled = new Microsoft.Xrm.Sdk.BooleanManagedProperty(false),
// we need it to be searched direclty from global search.
IsGlobalFilterEnabled = new Microsoft.Xrm.Sdk.BooleanManagedProperty(true),
MaxLength = 100 //
};
CreateAttributeRequest req = new CreateAttributeRequest()
{
EntityName = entityName,
Attribute = attributeMetaData
};
crmServiceClientObj.Execute(req);
Console.WriteLine("Created Auto number Attribute for Entity {0}", entityName);
Console.ReadLine();
}
catch (Exception e)
{
Console.WriteLine("Error here. " + e.Message);
Console.ReadLine();
}
}
private void CreatePickLIst(string pEntity)
{
foreach (var _rows in _dataset.Tables[0].Rows)
{
this._row = ((DataRow)_rows);
this._options = this._row[7].ToString().Replace("\n", "|");
GetOptions();
switch (this._row[5])
{
case "None":
_requiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None);
break;
case "ApplicationRequired":
_requiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.ApplicationRequired);
break;
}
try
{
PicklistAttributeMetadata dxPicklistAttributeMetadata = new PicklistAttributeMetadata
{
SchemaName = this._row[1].ToString(),
DisplayName = new Microsoft.Xrm.Sdk.Label(this._row[2].ToString(), 1033),
Description = new Microsoft.Xrm.Sdk.Label(this._row[4].ToString(), 1033),
RequiredLevel = this._requiredLevel,
OptionSet = this._optionMetadata
};
AttributeMetadata attributeMetadata = dxPicklistAttributeMetadata;
CreateAttributeRequest createBankNameAttributeRequest = new CreateAttributeRequest
{
EntityName = pEntity,
Attribute = attributeMetadata,
};
_crmsvc.OrganizationServiceProxy.Execute(createBankNameAttributeRequest);
ColorConsole.WriteLine($"Create done { this._row[1].ToString() }".Red().OnGreen());
}
catch (Exception ex)
{
ColorConsole.WriteLine($"Create has an error {ex.Message}".Yellow().OnDarkRed());
logger.Error(ex.Message);
}
}
}
private void CreateTextField(JToken field)
{
var entitySchemaName = JSONUtil.GetText(field, "entity");
var displayName = JSONUtil.GetText(field, "displayname");
var fieldSchemaName = JSONUtil.GetText(field, "schemaname");
var req = new CreateAttributeRequest();
req.EntityName = entitySchemaName;
var format = JSONUtil.GetText(field, "format");
if (format == null)
{
format = "single";
}
int?maxlength = JSONUtil.GetInt32(field, "maxlength");
if (format == "single")
{
var am = new StringAttributeMetadata();
am.SchemaName = field["schemaname"].ToString();
am.RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None);
maxlength = maxlength == null ? 100 : maxlength;
am.MaxLength = maxlength;
am.FormatName = StringFormatName.Text;
am.DisplayName = new Label(displayName, 1033);
am.Description = new Label("", 1033);
req.Attribute = am;
}
else if (format == "multi")
{
var am = new MemoAttributeMetadata();
am.SchemaName = fieldSchemaName;
am.RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None);
maxlength = maxlength == null ? 2000 : maxlength;
am.MaxLength = maxlength;
am.DisplayName = new Label(displayName, 1033);
am.Description = new Label("", 1033);
req.Attribute = am;
}
this._cdsConnection.Execute(req);
}
public static void DotsAutoNumberConfigurationEntity()
{
// Create the custom entity.
CreateEntityRequest createRequest = new CreateEntityRequest
{
//Define the entity
Entity = new EntityMetadata
{
SchemaName = _customConfigurationEntityName,
DisplayName = new Label("DS AutoSMS Configuration", 1033),
DisplayCollectionName = new Label("Auto SMS Configuration", 1033),
Description = new Label("An entity to store information about autosms configuration for particular entity.", 1033),
OwnershipType = OwnershipTypes.UserOwned,
IsActivity = false,
//CanCreateForms = new BooleanManagedProperty(true),
},
// Define the primary attribute for the entity
PrimaryAttribute = new StringAttributeMetadata
{
SchemaName = "dots_type",
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
MaxLength = 100,
FormatName = StringFormatName.Text,
DisplayName = new Label("Type", 1033),
Description = new Label("The primary attribute for the dots_autonumber configuration entity.", 1033),
}
};
_serviceProxy.Execute(createRequest);
// Add some attributes to the dots_autonumber entity
CreateAttributeRequest createPlaceHolderAttributeRequest = new CreateAttributeRequest
{
EntityName = _customConfigurationEntityName,
Attribute = new StringAttributeMetadata
{
SchemaName = "dots_value",
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
MaxLength = 500,
FormatName = StringFormatName.Text,
DisplayName = new Label("Value", 1033),
Description = new Label("The Value for Security", 1033),
}
};
_serviceProxy.Execute(createPlaceHolderAttributeRequest);
}
public void CreateAttribute(string logicalname, string displayname, string type, string requirement)
{
var requiredlevel = AttributeRequiredLevel.None;
Enum.TryParse(requirement, out requiredlevel);
var attribute = GetAttributeMetadata(type, logicalname, displayname, requiredlevel);
var request = new CreateAttributeRequest
{
EntityName = entity,
Attribute = attribute
};
service.Execute(request);
}
internal static bool CreateAttribute(
RestApi restApi,
string repoName,
string attributeName,
string attributeComment)
{
CreateAttributeRequest request = new CreateAttributeRequest()
{
Name = attributeName,
Comment = attributeComment
};
SingleResponse response = restApi.Attributes.Create(repoName, request);
return(GetBoolValue(response.Value, false));
}
/// <summary>
/// Creates any entity records that this sample requires.
/// </summary>
public void CreateRequiredRecords()
{
#region Create custom fields in account entity
// Create secure custom field #1
CreateAttributeRequest attrReq = new CreateAttributeRequest()
{
Attribute = new StringAttributeMetadata()
{
LogicalName = "secret_home",
DisplayName = new Label("SecretHome", 1033),
SchemaName = "Secret_Home",
MaxLength = 500,
RequiredLevel = new AttributeRequiredLevelManagedProperty(
AttributeRequiredLevel.Recommended),
IsSecured = true
},
EntityName = Account.EntityLogicalName
};
CreateAttributeResponse attributeResponse =
(CreateAttributeResponse)_serviceProxy.Execute(attrReq);
_secretHomeId = attributeResponse.AttributeId;
Console.WriteLine("Secret_Home custom field created.");
// Create secure custom field #2
attrReq = new CreateAttributeRequest()
{
Attribute = new StringAttributeMetadata()
{
LogicalName = "secret_phone",
DisplayName = new Label("SecretPhone", 1033),
SchemaName = "Secret_Phone",
MaxLength = 500,
RequiredLevel = new AttributeRequiredLevelManagedProperty(
AttributeRequiredLevel.Recommended),
IsSecured = true
},
EntityName = Account.EntityLogicalName
};
attributeResponse = (CreateAttributeResponse)_serviceProxy.Execute(attrReq);
_secretPhoneId = attributeResponse.AttributeId;
Console.WriteLine("Secret_Phone custom field created.");
#endregion Create custom fields in account entity
Console.WriteLine();
}
/// <summary>
/// 创建示例字段
/// </summary>
/// <param name="entityName">Entity的LogicalName</param>
/// <param name="schemName">Field的SchemName</param>
/// <param name="displayName">Field的DisplayName</param>
/// <param name="decription">Field的描述</param>
/// <param name="requiredLevel">Field的</param>
public OrganizationResponse CreateSampleField(string entityName, string schemName, string displayName, string decription, AttributeRequiredLevel requiredLevel)
{
var request = new CreateAttributeRequest
{
EntityName = entityName,
Attribute = new StringAttributeMetadata
{
SchemaName = schemName,
RequiredLevel = new AttributeRequiredLevelManagedProperty(requiredLevel),
MaxLength = 100,
Format = StringFormat.Text,
DisplayName = new Label(displayName, 1033),
Description = new Label(decription, 1033)
}
};
return(Service.Execute(request));
}
private static string CreateAttribute(string entityName, List <AttributeMetadata> addedAttributes, string solutionName, IOrganizationService service)
{
string createAttribute = string.Empty;
foreach (AttributeMetadata anAttribute in addedAttributes)
{
// Create the request.
CreateAttributeRequest createAttributeRequest = new CreateAttributeRequest
{
EntityName = entityName,
Attribute = anAttribute,
SolutionUniqueName = solutionName
};
// Execute the request.
service.Execute(createAttributeRequest);
}
createAttribute = String.Format("Created the attributes for {0}.", entityName);
return(createAttribute);
}
private bool CreateAttributes(IOrganizationService service, XRMSpeedyEntity entity, int languageCode)
{
try
{
foreach (XRMSpeedyField field in entity.Fields.Where(f => f.Import == true))
{
CreateAttributeRequest request = new CreateAttributeRequest
{
EntityName = entity.EntityMetadata.SchemaName,
Attribute = field.AttributeMetadata
};
CreateAttributeResponse response = (CreateAttributeResponse)service.Execute(request);
}
return(true);
}
catch (FaultException <OrganizationServiceFault> )
{
throw;
}
}
public CreateAttributeRequest AutoNumber(string prefix, string entityName)
{
CreateAttributeRequest widgetSerialNumberAttributeRequest = new CreateAttributeRequest
{
EntityName = entityName,
Attribute = new StringAttributeMetadata
{
//Define the format of the attribute
AutoNumberFormat = prefix + "-{SEQNUM:3}-{RANDSTRING:6}-{DATETIMEUTC:yyyyMMddhhmmss}",
LogicalName = "new_serialnumber",
SchemaName = "new_SerialNumber",
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
MaxLength = 100, // The MaxLength defined for the string attribute must be greater than the length of the AutoNumberFormat value, that is, it should be able to fit in the generated value.
DisplayName = new Label("Serial Number", 1033),
Description = new Label("Serial Number of the widget.", 1033)
}
};
//_serviceProxy.Execute(widgetSerialNumberAttributeRequest);
return(widgetSerialNumberAttributeRequest);
}
private void CreateMoneyField(JToken field)
{
var entitySchemaName = JSONUtil.GetText(field, "entity");
var displayName = JSONUtil.GetText(field, "displayname");
var fieldSchemaName = JSONUtil.GetText(field, "schemaname");
CreateAttributeRequest req = new CreateAttributeRequest
{
EntityName = entitySchemaName,
Attribute = new MoneyAttributeMetadata
{
SchemaName = fieldSchemaName,
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
PrecisionSource = 2,
DisplayName = new Label(displayName, 1033),
Description = new Label("", 1033),
}
};
this._cdsConnection.Execute(req);
}
public void UpdateEntities()
{
foreach (string item in this._logicalNames)
{
CreateAttributeRequest req = new CreateAttributeRequest
{
EntityName = item,
Attribute = new BooleanAttributeMetadata
{
SchemaName = "gsc_IsGlobalRecord",
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
DisplayName = new Label("Is Global Record?", 1033),
Description = new Label("This field identifies if record is global. Global records are the records created by MMPC.", 1033),
OptionSet = new BooleanOptionSetMetadata(
new OptionMetadata(new Label("True", 1033), 1),
new OptionMetadata(new Label("False", 1033), 0)
)
}
};
var entityResponse = _service.Execute(req);
}
}
private void CreateIntegerField(JToken field)
{
var entitySchemaName = JSONUtil.GetText(field, "entity");
var displayName = JSONUtil.GetText(field, "displayname");
var fieldSchemaName = JSONUtil.GetText(field, "schemaname");
CreateAttributeRequest req = new CreateAttributeRequest
{
EntityName = entitySchemaName,
Attribute = new IntegerAttributeMetadata
{
SchemaName = fieldSchemaName,
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
//MaxValue = field.MaxValue == null ? null : field.MaxValue,
//MinValue = field.MinValue == null ? null : field.MinValue,
DisplayName = new Label(displayName, 1033),
Description = new Label("", 1033)
}
};
this._cdsConnection.Execute(req);
}
/// <summary>
/// Ensures that a govd_id to hold GovDelivery email IDs exists on email activities
/// </summary>
/// <returns></returns>
public void EnsureEmailGovdeliveryField()
{
AttributeMetadata[] emailMetadataAttributes = this.retrieveMetadataAttributes("email");
if (!emailMetadataAttributes.Any(prop => prop.LogicalName.Equals("govd_id")))
{
CreateAttributeRequest createGovDeliveryRequest = new CreateAttributeRequest
{
EntityName = "email",
Attribute = new StringAttributeMetadata()
{
SchemaName = "govd_id",
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
MaxLength = 100,
FormatName = StringFormatName.Text,
DisplayName = new Label("GovDelivery Message Id", 1033),
Description = new Label("The GovDelivery Transactional Message ID for tracking purposes.", 1033)
}
};
this.getService().Execute(createGovDeliveryRequest);
}
}
//</snippetremoveOptionLabelsFromCache>
protected void addCustomEntityWithOptionSet()
{
String primaryAttributeSchemaName = "sample_SampleEntityForMetadataQueryName";
CreateEntityRequest createEntityRequest = new CreateEntityRequest
{
//Define the entity
Entity = new EntityMetadata
{
SchemaName = _customEntitySchemaName,
LogicalName = _customEntitySchemaName.ToLower(),
DisplayName = new Label("Entity for MetadataQuery Sample", _languageCode),
DisplayCollectionName = new Label("Entity for MetadataQuery Sample", _languageCode),
Description = new Label("An entity created for the MetadataQuery Sample", _languageCode),
OwnershipType = OwnershipTypes.UserOwned,
IsVisibleInMobile = new BooleanManagedProperty(true),
IsActivity = false,
},
// Define the primary attribute for the entity
PrimaryAttribute = new StringAttributeMetadata
{
SchemaName = primaryAttributeSchemaName,
LogicalName = primaryAttributeSchemaName.ToLower(),
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
MaxLength = 100,
Format = StringFormat.Text,
DisplayName = new Label("Entity for MetadataQuery Sample Name", _languageCode),
Description = new Label("The primary attribute for the Bank Account entity.", _languageCode)
}
};
_service.Execute(createEntityRequest);
//PublishXmlRequest publishXmlRequest = new PublishXmlRequest { ParameterXml = String.Format("<importexportxml><entities><entity>{0}</entity></entities></importexportxml>", _customEntitySchemaName.ToLower()) };
//_service.Execute(publishXmlRequest);
//Add an optionset attribute
CreateAttributeRequest createAttributeRequest = new CreateAttributeRequest
{
EntityName = _customEntitySchemaName.ToLower(),
Attribute = new PicklistAttributeMetadata
{
SchemaName = _customAttributeSchemaName,
DisplayName = new Label("Example OptionSet for MetadataQuery Sample", _languageCode),
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
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),
new OptionMetadata(new Label("Fourth Option",_languageCode),null)
}
}
}
};
_service.Execute(createAttributeRequest);
}
/// <summary>
/// This method first connects to the Organization service. Afterwards,
/// a FieldSecurityProfile object is created and tied to an existing team. Then a
/// custom entity and several attributes are created and FieldPermission is
/// assigned to the Identity attribute of the new entity.
/// </summary>
/// <param name="serverConfig">Contains server connection information.</param>
/// <param name="promptforDelete">When True, the user will be prompted to delete all
/// created entities.</param>
public void Run(ServerConnection.Configuration serverConfig, bool promptforDelete)
{
try
{
//<snippetEnableFieldSecurityForAnEntity1>
// Connect to the Organization service.
// The using statement assures that the service proxy will be properly disposed.
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,serverConfig.Credentials, serverConfig.DeviceCredentials))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
CreateRequiredRecords();
// Create Field Security Profile.
FieldSecurityProfile managersProfile = new FieldSecurityProfile();
managersProfile.Name = "Managers";
_profileId = _serviceProxy.Create(managersProfile);
Console.Write("Created Profile, ");
//<snippetEnableFieldSecurityForAnEntity2>
// Create the request object and set the monikers with the
// teamprofiles_association relationship.
AssociateRequest teamToProfile = new AssociateRequest
{
Target = new EntityReference(FieldSecurityProfile.EntityLogicalName, _profileId),
RelatedEntities = new EntityReferenceCollection
{
new EntityReference(Team.EntityLogicalName, _teamId)
},
Relationship = new Relationship("teamprofiles_association")
};
// Execute the request.
_serviceProxy.Execute(teamToProfile);
//</snippetEnableFieldSecurityForAnEntity2>
// Create custom activity entity.
CreateEntityRequest req = new CreateEntityRequest()
{
Entity = new EntityMetadata
{
LogicalName = "new_tweet",
DisplayName = new Label("Tweet", 1033),
DisplayCollectionName = new Label("Tweet", 1033),
OwnershipType = OwnershipTypes.UserOwned,
SchemaName = "New_Tweet",
IsActivity = true,
IsAvailableOffline = true,
IsAuditEnabled = new BooleanManagedProperty(true),
IsMailMergeEnabled = new BooleanManagedProperty(false)
},
HasActivities = false,
HasNotes = true,
PrimaryAttribute = new StringAttributeMetadata()
{
SchemaName = "Subject",
LogicalName = "subject",
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
MaxLength = 100,
DisplayName = new Label("Subject", 1033)
}
};
// Execute the request.
_serviceProxy.Execute(req);
Console.Write("Entity Created, ");
// Create custom attributes.
CreateAttributeRequest attrReq = new CreateAttributeRequest()
{
Attribute = new StringAttributeMetadata()
{
LogicalName = "new_identity",
DisplayName = new Label("Identity", 1033),
SchemaName = "New_Identity",
MaxLength = 500,
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.Recommended),
IsSecured = true
},
EntityName = "new_tweet"
};
// Execute the request.
CreateAttributeResponse identityAttributeResponse = (CreateAttributeResponse)_serviceProxy.Execute(attrReq);
_identityId = identityAttributeResponse.AttributeId;
Console.Write("Identity Created, ");
attrReq = new CreateAttributeRequest()
{
Attribute = new StringAttributeMetadata()
{
LogicalName = "new_message",
DisplayName = new Label("Message", 1033),
SchemaName = "New_Message",
MaxLength = 140,
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.Recommended),
IsSecured = true
},
EntityName = "new_tweet"
};
// Execute the request.
CreateAttributeResponse messageAttributeResponse = (CreateAttributeResponse)_serviceProxy.Execute(attrReq);
_messageId = messageAttributeResponse.AttributeId;
Console.Write("Message Created, ");
// Create the field permission for the Identity attribute.
FieldPermission identityPermission = new FieldPermission()
{
AttributeLogicalName = "new_identity",
EntityName = "new_tweet",
CanRead = new OptionSetValue(FieldPermissionType.Allowed),
FieldSecurityProfileId = new EntityReference(FieldSecurityProfile.EntityLogicalName, _profileId)
};
// Execute the request
_identityPermissionId = _serviceProxy.Create(identityPermission);
Console.Write("Permission Created. ");
DeleteRequiredRecords(promptforDelete);
}
//</snippetEnableFieldSecurityForAnEntity1>
}
// Catch any service fault exceptions that Microsoft Dynamics CRM throws.
catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>)
{
// You can handle an exception here or pass it back to the calling method.
throw;
}
}
private CreateAttributeRequest GetCreateAttributeRequest(string entityLogicalName,
AttributeTemplate attributeTemplate)
{
if (attributeTemplate.AttributeType == typeof(Primary))
{
return null;
}
var createAttributeRequest = new CreateAttributeRequest {EntityName = entityLogicalName};
if (attributeTemplate.AttributeType == typeof (string))
{
createAttributeRequest.Attribute = CreateStringAttributeMetadata(attributeTemplate);
}
else if (attributeTemplate.AttributeType == typeof (int))
{
createAttributeRequest.Attribute = CreateIntAttributeMetadata(attributeTemplate);
}
else if (attributeTemplate.AttributeType == typeof (decimal))
{
createAttributeRequest.Attribute = CreateDecimalAttributeMetadata(attributeTemplate);
}
else if (attributeTemplate.AttributeType == typeof (OptionSet))
{
createAttributeRequest.Attribute = CreateOptionSetAttributeMetadata(attributeTemplate);
}
else if (attributeTemplate.AttributeType == typeof (GlobalOptionSet))
{
createAttributeRequest.Attribute = CreateGlobalOptionSetAttributeMetadata(attributeTemplate);
}
else if (attributeTemplate.AttributeType == typeof (bool))
{
createAttributeRequest.Attribute = CreateBoolAttributeMetadata(attributeTemplate);
}
else if (attributeTemplate.AttributeType == typeof (Money))
{
createAttributeRequest.Attribute = CreateMoneyAttributeMetadata(attributeTemplate);
}
else if (attributeTemplate.AttributeType == typeof (DateTime))
{
createAttributeRequest.Attribute = CreateDateTimeAttributeMetadata(attributeTemplate);
}
else if (attributeTemplate.AttributeType == typeof (Multiline))
{
createAttributeRequest.Attribute = CreateMultilineAttributeMetadata(attributeTemplate);
}
else if (attributeTemplate.AttributeType == typeof(float))
{
createAttributeRequest.Attribute = CreateFloatAttributeMetadata(attributeTemplate);
}
else
{
var exception =
new Exception(string.Format("Given attribute type is not supported. Type: {0}",
attributeTemplate.AttributeType));
errorList.Add(exception);
return null;
}
createAttributeRequest.Attribute.SchemaName = attributeTemplate.LogicalName;
createAttributeRequest.Attribute.RequiredLevel =
new AttributeRequiredLevelManagedProperty(attributeTemplate.IsRequired
? AttributeRequiredLevel.SystemRequired
: AttributeRequiredLevel.None);
createAttributeRequest.Attribute.DisplayName = GetLabelWithLocalized(attributeTemplate.DisplayNameShort);
createAttributeRequest.Attribute.Description = GetLabelWithLocalized(attributeTemplate.Description);
if(!string.IsNullOrWhiteSpace(attributeTemplate.OtherDisplayName))
{
var otherDisplayLabel = new LocalizedLabel(attributeTemplate.OtherDisplayName, DefaultConfiguration.OtherLanguageCode);
createAttributeRequest.Attribute.DisplayName.LocalizedLabels.Add(otherDisplayLabel);
}
if (!string.IsNullOrWhiteSpace(attributeTemplate.OtherDescription))
{
var otherDescriptionLabel = new LocalizedLabel(attributeTemplate.OtherDescription, DefaultConfiguration.OtherLanguageCode);
createAttributeRequest.Attribute.Description.LocalizedLabels.Add(otherDescriptionLabel);
}
return createAttributeRequest;
}
/// <summary>
/// Create and configure the organization service proxy.
/// Initiate the method to create any data that this sample requires.
/// Link the custom attributes.
/// Optionally delete any entity records that were created for this sample.
/// </summary>
/// <param name="serverConfig">Contains server connection information.</param>
/// <param name="promptforDelete">When True, the user will be prompted to delete all
/// created entities.</param>
public void Run(ServerConnection.Configuration serverConfig, bool promptForDelete)
{
try
{
// Connect to the Organization service.
// The using statement assures that the service proxy will be properly disposed.
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,serverConfig.Credentials, serverConfig.DeviceCredentials))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
//<snippetLinkCustomAttributesBetweenSeriesandInstances1>
// Create a custom string attribute for the appointment instance
StringAttributeMetadata customAppointmentInstanceAttribute = new StringAttributeMetadata
{
LogicalName = "new_customAppInstanceAttribute",
DisplayName = new Label("CustomAppInstanceAttribute", 1033),
Description = new Label("Sample Custom Appointment Instance Attribute", 1033),
MaxLength = 500,
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
SchemaName = "new_customAppInstanceAttribute"
};
CreateAttributeRequest instanceAttributeRequest = new CreateAttributeRequest
{
Attribute = customAppointmentInstanceAttribute,
EntityName = "appointment"
};
CreateAttributeResponse instanceAttributeResponse = (CreateAttributeResponse)_serviceProxy.Execute(instanceAttributeRequest);
_instanceAttributeID = instanceAttributeResponse.AttributeId;
// Create a custom string attribute for the recurring appointment master (series)
StringAttributeMetadata customAppointmentSeriesAttribute = new StringAttributeMetadata
{
LogicalName = "new_customAppSeriesAttribute",
DisplayName = new Label("CustomAppSeriesAttribute", 1033),
Description = new Label("Sample Custom Appointment Series Attribute", 1033),
MaxLength = 500,
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
SchemaName = "new_customAppSeriesAttribute",
LinkedAttributeId = _instanceAttributeID // Link the custom attribute to the appointment’s custom attribute.
};
CreateAttributeRequest seriesAttributeRequest = new CreateAttributeRequest
{
Attribute = customAppointmentSeriesAttribute,
EntityName = "recurringappointmentmaster"
};
CreateAttributeResponse seriesAttributeResponse = (CreateAttributeResponse)_serviceProxy.Execute(seriesAttributeRequest);
_seriesAttributeID = seriesAttributeResponse.AttributeId;
// Publish all the changes to the solution.
PublishAllXmlRequest createRequest = new PublishAllXmlRequest();
_serviceProxy.Execute(createRequest);
Console.WriteLine("Created a custom string attribute, {0}, for the appointment.", customAppointmentInstanceAttribute.LogicalName);
Console.WriteLine("Created a custom string attribute, {0}, for the recurring appointment, and linked it with {1}.", customAppointmentSeriesAttribute.LogicalName, customAppointmentInstanceAttribute.LogicalName);
//</snippetLinkCustomAttributesBetweenSeriesandInstances1>
DeleteRequiredRecords(promptForDelete);
}
}
// Catch any service fault exceptions that Microsoft Dynamics CRM throws.
catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>)
{
// You can handle an exception here or pass it back to the calling method.
throw;
}
}
/// <summary>
/// Create a custom entity that can be used in the To field of an email activity.
/// Update the custom entity.
/// Optionally delete the custom entity.
/// </summary>
/// <param name="serverConfig">Contains server connection information.</param>
/// <param name="promptForDelete">When True, the user will be prompted to delete all
/// created entities.</param>
public void Run(ServerConnection.Configuration serverConfig, bool promptForDelete)
{
try
{
// Connect to the Organization service.
// The using statement assures that the service proxy will be properly disposed.
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,serverConfig.Credentials, serverConfig.DeviceCredentials))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
//<snippetCreateUpdateEmailableEntity1>
// Create the custom entity.
CreateEntityRequest createrequest = new CreateEntityRequest
{
// Define an entity to enable for emailing. In order to do so,
// IsActivityParty must be set.
Entity = new EntityMetadata
{
SchemaName = _customEntityName,
DisplayName = new Label("Agent", 1033),
DisplayCollectionName = new Label("Agents", 1033),
Description = new Label("Insurance Agents", 1033),
OwnershipType = OwnershipTypes.UserOwned,
IsActivity = false,
// Unless this flag is set, this entity cannot be party to an
// activity.
IsActivityParty = true
},
// As with built-in emailable entities, the Primary Attribute will
// be used in the activity party screens. Be sure to choose descriptive
// attributes.
PrimaryAttribute = new StringAttributeMetadata
{
SchemaName = "new_fullname",
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
MaxLength = 100,
FormatName = StringFormatName.Text,
DisplayName = new Label("Agent Name", 1033),
Description = new Label("Agent Name", 1033)
}
};
_serviceProxy.Execute(createrequest);
Console.WriteLine("The emailable entity has been created.");
// The entity will not be selectable as an activity party until its customizations
// have been published. Otherwise, the e-mail activity dialog cannot find
// a correct default view.
PublishAllXmlRequest publishRequest = new PublishAllXmlRequest();
_serviceProxy.Execute(publishRequest);
// Before any emails can be created for this entity, an Email attribute
// must be defined.
CreateAttributeRequest createFirstEmailAttributeRequest = new CreateAttributeRequest
{
EntityName = _customEntityName,
Attribute = new StringAttributeMetadata
{
SchemaName = "new_emailaddress",
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
MaxLength = 100,
FormatName = StringFormatName.Email,
DisplayName = new Label("Email Address", 1033),
Description = new Label("Email Address", 1033)
}
};
_serviceProxy.Execute(createFirstEmailAttributeRequest);
Console.WriteLine("An email attribute has been added to the emailable entity.");
// Create a second, alternate email address. Since there is already one
// email attribute on the entity, this will never be used for emailing
// even if the first one is not populated.
CreateAttributeRequest createSecondEmailAttributeRequest = new CreateAttributeRequest
{
EntityName = _customEntityName,
Attribute = new StringAttributeMetadata
{
SchemaName = "new_secondaryaddress",
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
MaxLength = 100,
FormatName = StringFormatName.Email,
DisplayName = new Label("Secondary Email Address", 1033),
Description = new Label("Secondary Email Address", 1033)
}
};
_serviceProxy.Execute(createSecondEmailAttributeRequest);
Console.WriteLine("A second email attribute has been added to the emailable entity.");
//</snippetCreateUpdateEmailableEntity1>
DeleteRequiredRecords(promptForDelete);
}
}
// Catch any service fault exceptions that Microsoft Dynamics CRM throws.
catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>)
{
// You can handle an exception here or pass it back to the calling method.
throw;
}
}
/// <summary>
/// Creates any entity records that this sample requires.
/// </summary>
public void CreateRequiredRecords()
{
#region Create custom fields in account entity
// Create secure custom field #1
CreateAttributeRequest attrReq = new CreateAttributeRequest()
{
Attribute = new StringAttributeMetadata()
{
LogicalName = "secret_home",
DisplayName = new Label("SecretHome", 1033),
SchemaName = "Secret_Home",
MaxLength = 500,
RequiredLevel = new AttributeRequiredLevelManagedProperty(
AttributeRequiredLevel.Recommended),
IsSecured = true
},
EntityName = Account.EntityLogicalName
};
CreateAttributeResponse attributeResponse =
(CreateAttributeResponse)_serviceProxy.Execute(attrReq);
_secretHomeId = attributeResponse.AttributeId;
Console.WriteLine("Secret_Home custom field created.");
// Create secure custom field #2
attrReq = new CreateAttributeRequest()
{
Attribute = new StringAttributeMetadata()
{
LogicalName = "secret_phone",
DisplayName = new Label("SecretPhone", 1033),
SchemaName = "Secret_Phone",
MaxLength = 500,
RequiredLevel = new AttributeRequiredLevelManagedProperty(
AttributeRequiredLevel.Recommended),
IsSecured = true
},
EntityName = Account.EntityLogicalName
};
attributeResponse = (CreateAttributeResponse)_serviceProxy.Execute(attrReq);
_secretPhoneId = attributeResponse.AttributeId;
Console.WriteLine("Secret_Phone custom field created.");
#endregion Create custom fields in account entity
Console.WriteLine();
}
private void CreateOrUpdateAttribute(string schemaName, string recordType, AttributeMetadata metadata)
{
lock (LockObject)
{
if (FieldExists(schemaName, recordType))
{
var request = new UpdateAttributeRequest
{
EntityName = recordType,
Attribute = metadata,
};
Execute(request);
RefreshFieldMetadata(schemaName, recordType);
}
else
{
var request = new CreateAttributeRequest
{
EntityName = recordType,
Attribute = metadata
};
Execute(request);
RefreshFieldMetadata(schemaName, recordType);
}
}
}
/// <summary>
/// Creates any entity records that this sample requires.
/// </summary>
public void CreateImageAttributeDemoEntity()
{
//Create a Custom entity
CreateEntityRequest createrequest = new CreateEntityRequest
{
//Define the entity
Entity = new EntityMetadata
{
SchemaName = _customEntityName,
DisplayName = new Label("Image Attribute Demo", 1033),
DisplayCollectionName = new Label("Image Attribute Demos", 1033),
Description = new Label("An entity created by an SDK sample to demonstrate how to upload and retrieve entity images.", 1033),
OwnershipType = OwnershipTypes.UserOwned,
IsActivity = false,
},
// Define the primary attribute for the entity
PrimaryAttribute = new StringAttributeMetadata
{
SchemaName = "sample_Name",
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
MaxLength = 100,
FormatName = StringFormatName.Text,
DisplayName = new Label("Name", 1033),
Description = new Label("The primary attribute for the Image Attribute Demo entity.", 1033)
}
};
_serviceProxy.Execute(createrequest);
Console.WriteLine("The Image Attribute Demo entity has been created.");
//Create an Image attribute for the custom entity
// Only one Image attribute can be added to an entity that doesn't already have one.
CreateAttributeRequest createEntityImageRequest = new CreateAttributeRequest
{
EntityName = _customEntityName.ToLower(),
Attribute = new ImageAttributeMetadata
{
SchemaName = "EntityImage", //The name is always EntityImage
//Required level must be AttributeRequiredLevel.None
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
DisplayName = new Label("Image", 1033),
Description = new Label("An image to show with this demonstration.", 1033)
}
};
_serviceProxy.Execute(createEntityImageRequest);
Console.WriteLine("The Image attribute has been created.");
//<snippetEntityImages5>
QueryExpression qe = new QueryExpression("systemform");
qe.Criteria.AddCondition("type", ConditionOperator.Equal, 2); //main form
qe.Criteria.AddCondition("objecttypecode", ConditionOperator.Equal, _customEntityName.ToLower());
qe.ColumnSet.AddColumn("formxml");
SystemForm ImageAttributeDemoMainForm = (SystemForm)_serviceProxy.RetrieveMultiple(qe).Entities[0];
XDocument ImageAttributeDemoMainFormXml = XDocument.Parse(ImageAttributeDemoMainForm.FormXml);
//Set the showImage attribute so the entity image will be displayed
ImageAttributeDemoMainFormXml.Root.SetAttributeValue("showImage", true);
//Updating the entity form definition
ImageAttributeDemoMainForm.FormXml = ImageAttributeDemoMainFormXml.ToString();
_serviceProxy.Update(ImageAttributeDemoMainForm);
//</snippetEntityImages5>
Console.WriteLine("The Image Attribute Demo main form has been updated to show images.");
PublishXmlRequest pxReq1 = new PublishXmlRequest { ParameterXml = String.Format(@"
<importexportxml>
<entities>
<entity>{0}</entity>
</entities>
</importexportxml>", _customEntityName.ToLower()) };
_serviceProxy.Execute(pxReq1);
Console.WriteLine("The Image Attribute Demo entity was published");
}
/// <summary>
/// This method creates any entity records that this sample requires.
/// Create a publisher
/// Create a new solution, "Primary"
/// Create a Global Option Set in solution "Primary"
/// Export the "Primary" solution, setting it to Protected
/// Delete the option set and solution
/// Import the "Primary" solution, creating a managed solution in CRM.
/// Create a new solution, "Secondary"
/// Create an attribute in "Secondary" that references the Global Option Set
/// </summary>
public void CreateRequiredRecords()
{
//Create the publisher that will "own" the two solutions
//<snippetGetSolutionDependencies6>
Publisher publisher = new Publisher
{
UniqueName = "examplepublisher",
FriendlyName = "An Example Publisher",
Description = "This is an example publisher",
CustomizationPrefix = _prefix
};
_publisherId = _serviceProxy.Create(publisher);
//</snippetGetSolutionDependencies6>
//Create the primary solution - note that we are not creating it
//as a managed solution as that can only be done when exporting the solution.
//<snippetGetSolutionDependencies2>
Solution primarySolution = new Solution
{
Version = "1.0",
FriendlyName = "Primary Solution",
PublisherId = new EntityReference(Publisher.EntityLogicalName, _publisherId),
UniqueName = _primarySolutionName
};
_primarySolutionId = _serviceProxy.Create(primarySolution);
//</snippetGetSolutionDependencies2>
//Now, create the Global Option Set and associate it to the solution.
//<snippetGetSolutionDependencies3>
OptionSetMetadata optionSetMetadata = new OptionSetMetadata()
{
Name = _globalOptionSetName,
DisplayName = new Label("Example Option Set", _languageCode),
IsGlobal = true,
OptionSetType = OptionSetType.Picklist,
Options =
{
new OptionMetadata(new Label("Option 1", _languageCode), 1),
new OptionMetadata(new Label("Option 2", _languageCode), 2)
}
};
CreateOptionSetRequest createOptionSetRequest = new CreateOptionSetRequest
{
OptionSet = optionSetMetadata
};
createOptionSetRequest.SolutionUniqueName = _primarySolutionName;
_serviceProxy.Execute(createOptionSetRequest);
//</snippetGetSolutionDependencies3>
//Export the solution as managed so that we can later import it.
//<snippetGetSolutionDependencies4>
ExportSolutionRequest exportRequest = new ExportSolutionRequest
{
Managed = true,
SolutionName = _primarySolutionName
};
ExportSolutionResponse exportResponse =
(ExportSolutionResponse)_serviceProxy.Execute(exportRequest);
//</snippetGetSolutionDependencies4>
// Delete the option set previous created, so it can be imported under the
// managed solution.
//<snippetGetSolutionDependencies5>
DeleteOptionSetRequest deleteOptionSetRequest = new DeleteOptionSetRequest
{
Name = _globalOptionSetName
};
_serviceProxy.Execute(deleteOptionSetRequest);
//</snippetGetSolutionDependencies5>
// Delete the previous primary solution, so it can be imported as managed.
_serviceProxy.Delete(Solution.EntityLogicalName, _primarySolutionId);
_primarySolutionId = Guid.Empty;
// Re-import the solution as managed.
ImportSolutionRequest importRequest = new ImportSolutionRequest
{
CustomizationFile = exportResponse.ExportSolutionFile
};
_serviceProxy.Execute(importRequest);
// Retrieve the solution from CRM in order to get the new id.
QueryByAttribute primarySolutionQuery = new QueryByAttribute
{
EntityName = Solution.EntityLogicalName,
ColumnSet = new ColumnSet("solutionid"),
Attributes = { "uniquename" },
Values = { _primarySolutionName }
};
_primarySolutionId = _serviceProxy.RetrieveMultiple(primarySolutionQuery).Entities
.Cast<Solution>().FirstOrDefault().SolutionId.GetValueOrDefault();
// Create a secondary solution.
Solution secondarySolution = new Solution
{
Version = "1.0",
FriendlyName = "Secondary Solution",
PublisherId = new EntityReference(Publisher.EntityLogicalName, _publisherId),
UniqueName = "SecondarySolution"
};
_secondarySolutionId = _serviceProxy.Create(secondarySolution);
// Create a Picklist attribute in the secondary solution linked to the option set in the
// primary - see WorkWithOptionSets.cs for more on option sets.
PicklistAttributeMetadata picklistMetadata = new PicklistAttributeMetadata
{
SchemaName = _picklistName,
LogicalName = _picklistName,
DisplayName = new Label("Example Picklist", _languageCode),
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
OptionSet = new OptionSetMetadata
{
IsGlobal = true,
Name = _globalOptionSetName
}
};
CreateAttributeRequest createAttributeRequest = new CreateAttributeRequest
{
EntityName = Contact.EntityLogicalName,
Attribute = picklistMetadata
};
createAttributeRequest["SolutionUniqueName"] = secondarySolution.UniqueName;
_serviceProxy.Execute(createAttributeRequest);
}
/// <summary>
/// Create a global option set.
/// Set the options for that option set.
/// Create a new reference to that option set on an entity.
/// Update the option set's properties.
/// Check the global option set for dependencies.
/// Delete the option set.
/// </summary>
/// <param name="serverConfig">Contains server connection information.</param>
/// <param name="promptForDelete">When True, the user will be prompted to delete all
/// created entities.</param>
public void Run(ServerConnection.Configuration serverConfig, bool promptForDelete)
{
try
{
// Connect to the Organization service.
// The using statement assures that the service proxy will be properly disposed.
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,serverConfig.Credentials, serverConfig.DeviceCredentials))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
//<snippetWorkwithGlobalOptionSets1>
//<snippetWorkwithGlobalOptionSets2>
#region How to create global option set
// Define the request object and pass to the service.
CreateOptionSetRequest createOptionSetRequest = new CreateOptionSetRequest
{
// Create a global option set (OptionSetMetadata).
OptionSet = new OptionSetMetadata
{
Name = _globalOptionSetName,
DisplayName = new Label("Example Option Set", _languageCode),
IsGlobal = true,
OptionSetType = OptionSetType.Picklist,
Options =
{
new OptionMetadata(new Label("Open", _languageCode), null),
new OptionMetadata(new Label("Suspended", _languageCode), null),
new OptionMetadata(new Label("Cancelled", _languageCode), null),
new OptionMetadata(new Label("Closed", _languageCode), null)
}
}
};
// Execute the request.
CreateOptionSetResponse optionsResp =
(CreateOptionSetResponse)_serviceProxy.Execute(createOptionSetRequest);
//</snippetWorkwithGlobalOptionSets2>
#endregion How to create global option set
// Store the option set's id as it will be needed to find all the
// dependent components.
_optionSetId = optionsResp.OptionSetId;
Console.WriteLine("The global option set has been created.");
#region How to create a picklist linked to the global option set
//<snippetWorkwithGlobalOptionSets3>
// Create a Picklist linked to the option set.
// Specify which entity will own the picklist, and create it.
CreateAttributeRequest createRequest = new CreateAttributeRequest
{
EntityName = Contact.EntityLogicalName,
Attribute = new PicklistAttributeMetadata
{
SchemaName = "sample_examplepicklist",
LogicalName = "sample_examplepicklist",
DisplayName = new Label("Example Picklist", _languageCode),
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
// In order to relate the picklist to the global option set, be sure
// to specify the two attributes below appropriately.
// Failing to do so will lead to errors.
OptionSet = new OptionSetMetadata
{
IsGlobal = true,
Name = _globalOptionSetName
}
}
};
_serviceProxy.Execute(createRequest);
//</snippetWorkwithGlobalOptionSets3>
Console.WriteLine("Referring picklist attribute created.");
#endregion How to create a picklist linked to the global option set
#region How to update a global option set
//<snippetWorkwithGlobalOptionSets4>
// Use UpdateOptionSetRequest to update the basic information of an option
// set. Updating option set values requires different messages (see below).
UpdateOptionSetRequest updateOptionSetRequest = new UpdateOptionSetRequest
{
OptionSet = new OptionSetMetadata
{
DisplayName = new Label("Updated Option Set", _languageCode),
Name = _globalOptionSetName,
IsGlobal = true
}
};
_serviceProxy.Execute(updateOptionSetRequest);
//Publish the OptionSet
PublishXmlRequest pxReq1 = new PublishXmlRequest { ParameterXml = String.Format("<importexportxml><optionsets><optionset>{0}</optionset></optionsets></importexportxml>", _globalOptionSetName) };
_serviceProxy.Execute(pxReq1);
//</snippetWorkwithGlobalOptionSets4>
Console.WriteLine("Option Set display name changed.");
#endregion How to update a global option set properties
#region How to insert a new option item in a global option set
//<snippetWorkwithGlobalOptionSets5>
// Use InsertOptionValueRequest to insert a new option into a
// global option set.
InsertOptionValueRequest insertOptionValueRequest =
new InsertOptionValueRequest
{
OptionSetName = _globalOptionSetName,
Label = new Label("New Picklist Label", _languageCode)
};
// Execute the request and store the newly inserted option value
// for cleanup, used in the later part of this sample.
_insertedOptionValue = ((InsertOptionValueResponse)_serviceProxy.Execute(
insertOptionValueRequest)).NewOptionValue;
//Publish the OptionSet
PublishXmlRequest pxReq2 = new PublishXmlRequest { ParameterXml = String.Format("<importexportxml><optionsets><optionset>{0}</optionset></optionsets></importexportxml>", _globalOptionSetName) };
_serviceProxy.Execute(pxReq2);
//</snippetWorkwithGlobalOptionSets5>
Console.WriteLine("Created {0} with the value of {1}.",
insertOptionValueRequest.Label.LocalizedLabels[0].Label,
_insertedOptionValue);
#endregion How to insert a new option item in a global option set
#region How to retrieve a global option set by it's name
//<snippetWorkwithGlobalOptionSets6>
// 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)_serviceProxy.Execute(
retrieveOptionSetRequest);
Console.WriteLine("Retrieved {0}.",
retrieveOptionSetRequest.Name);
// Access the retrieved OptionSetMetadata.
OptionSetMetadata retrievedOptionSetMetadata =
(OptionSetMetadata)retrieveOptionSetResponse.OptionSetMetadata;
// Get the current options list for the retrieved attribute.
OptionMetadata[] optionList =
retrievedOptionSetMetadata.Options.ToArray();
//</snippetWorkwithGlobalOptionSets6>
#endregion How to retrieve a global option set by it's name
#region How to update an option item in a picklist
//<snippetWorkwithGlobalOptionSets7>
// In order to change labels on option set values (or delete) option set
// values, you must use UpdateOptionValueRequest
// (or DeleteOptionValueRequest).
UpdateOptionValueRequest updateOptionValueRequest =
new UpdateOptionValueRequest
{
OptionSetName = _globalOptionSetName,
// Update the second option value.
Value = optionList[1].Value.Value,
Label = new Label("Updated Option 1", _languageCode)
};
_serviceProxy.Execute(updateOptionValueRequest);
//Publish the OptionSet
PublishXmlRequest pxReq3 = new PublishXmlRequest { ParameterXml = String.Format("<importexportxml><optionsets><optionset>{0}</optionset></optionsets></importexportxml>", _globalOptionSetName) };
_serviceProxy.Execute(pxReq3);
//</snippetWorkwithGlobalOptionSets7>
Console.WriteLine("Option Set option label changed.");
#endregion How to update an option item in a picklist
#region How to change the order of options of a global option set
//<snippetWorkwithGlobalOptionSets8>
// 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.
OrderOptionRequest orderOptionRequest = new OrderOptionRequest
{
// Set the properties for the request.
OptionSetName = _globalOptionSetName,
// 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
_serviceProxy.Execute(orderOptionRequest);
//Publish the OptionSet
PublishXmlRequest pxReq4 = new PublishXmlRequest { ParameterXml = String.Format("<importexportxml><optionsets><optionset>{0}</optionset></optionsets></importexportxml>", _globalOptionSetName) };
_serviceProxy.Execute(pxReq4);
//</snippetWorkwithGlobalOptionSets8>
Console.WriteLine("Option Set option order changed");
#endregion How to change the order of options of a global option set
#region How to retrieve all global option sets
//<snippetWorkwithGlobalOptionSets9>
// Use RetrieveAllOptionSetsRequest to retrieve all global option sets.
// Create the request.
RetrieveAllOptionSetsRequest retrieveAllOptionSetsRequest =
new RetrieveAllOptionSetsRequest();
// Execute the request
RetrieveAllOptionSetsResponse retrieveAllOptionSetsResponse =
(RetrieveAllOptionSetsResponse)_serviceProxy.Execute(
retrieveAllOptionSetsRequest);
// Now you can use RetrieveAllOptionSetsResponse.OptionSetMetadata property to
// work with all retrieved option sets.
if (retrieveAllOptionSetsResponse.OptionSetMetadata.Count() > 0)
{
Console.WriteLine("All the global option sets retrieved as below:");
int count = 1;
foreach (OptionSetMetadataBase optionSetMetadata in
retrieveAllOptionSetsResponse.OptionSetMetadata)
{
Console.WriteLine("{0} {1}", count++,
(optionSetMetadata.DisplayName.LocalizedLabels.Count >0)? optionSetMetadata.DisplayName.LocalizedLabels[0].Label : String.Empty);
}
}
//</snippetWorkwithGlobalOptionSets9>
#endregion How to retrieve all global option sets
//</snippetWorkwithGlobalOptionSets1>
DeleteRequiredRecords(promptForDelete);
}
}
// Catch any service fault exceptions that Microsoft Dynamics CRM throws.
catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>)
{
// You can handle an exception here or pass it back to the calling method.
throw;
}
}
/// <summary>
/// This method first connects to the Organization service. Afterwards, an
/// authorization profile is created, and associated to a team. Then an entity
/// is created and permissions for the entity are assigned to the profile. These
/// permissions are then retrieved.
/// </summary>
/// <param name="serverConfig">Contains server connection information.</param>
/// <param name="promptforDelete">When True, the user will be prompted to delete all
/// created entities.</param>
public void Run(ServerConnection.Configuration serverConfig, bool promptforDelete)
{
try
{
//<snippetRetrieveSecuredFieldsForAUser1>
// Connect to the Organization service.
// The using statement assures that the service proxy will be properly disposed.
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,serverConfig.Credentials, serverConfig.DeviceCredentials))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
CreateRequiredRecords();
// Create Field Security Profile.
FieldSecurityProfile managersProfile = new FieldSecurityProfile();
managersProfile.Name = "Managers";
_profileId = _serviceProxy.Create(managersProfile);
Console.Write("Created Profile, ");
// Add team to profile.
AssociateRequest teamToProfile = new AssociateRequest()
{
Target = new EntityReference(FieldSecurityProfile.EntityLogicalName,
_profileId),
RelatedEntities = new EntityReferenceCollection()
{
new EntityReference(Team.EntityLogicalName, _teamId)
},
Relationship = new Relationship("teamprofiles_association")
};
_serviceProxy.Execute(teamToProfile);
// Add user to the profile.
AssociateRequest userToProfile = new AssociateRequest()
{
Target = new EntityReference(FieldSecurityProfile.EntityLogicalName,
_profileId),
RelatedEntities = new EntityReferenceCollection()
{
new EntityReference(SystemUser.EntityLogicalName, _userId)
},
Relationship = new Relationship("systemuserprofiles_association")
};
_serviceProxy.Execute(userToProfile);
// Create custom activity entity.
CreateEntityRequest req = new CreateEntityRequest()
{
Entity = new EntityMetadata
{
LogicalName = "new_tweet",
DisplayName = new Label("Tweet", 1033),
DisplayCollectionName = new Label("Tweet", 1033),
OwnershipType = OwnershipTypes.UserOwned,
SchemaName = "New_Tweet",
IsActivity = true,
IsAvailableOffline = true,
IsAuditEnabled = new BooleanManagedProperty(true),
IsMailMergeEnabled = new BooleanManagedProperty(false),
},
HasActivities = false,
HasNotes = true,
PrimaryAttribute = new StringAttributeMetadata()
{
SchemaName = "Subject",
LogicalName = "subject",
RequiredLevel = new AttributeRequiredLevelManagedProperty(
AttributeRequiredLevel.None),
MaxLength = 100,
DisplayName = new Label("Subject", 1033)
}
};
_serviceProxy.Execute(req);
Console.Write("Entity Created, ");
// Add privileges for the Tweet entity to the Marketing Role.
RolePrivilege[] privileges = new RolePrivilege[3];
// SDK: prvCreateActivity
privileges[0] = new RolePrivilege();
privileges[0].PrivilegeId = new Guid("{091DF793-FE5E-44D4-B4CA-7E3F580C4664}");
privileges[0].Depth = PrivilegeDepth.Global;
// SDK: prvReadActivity
privileges[1] = new RolePrivilege();
privileges[1].PrivilegeId = new Guid("{650C14FE-3521-45FE-A000-84138688E45D}");
privileges[1].Depth = PrivilegeDepth.Global;
// SDK: prvWriteActivity
privileges[2] = new RolePrivilege();
privileges[2].PrivilegeId = new Guid("{0DC8F72C-57D5-4B4D-8892-FE6AAC0E4B81}");
privileges[2].Depth = PrivilegeDepth.Global;
// Create and execute the request.
AddPrivilegesRoleRequest request = new AddPrivilegesRoleRequest()
{
RoleId = _roleId,
Privileges = privileges
};
AddPrivilegesRoleResponse response =
(AddPrivilegesRoleResponse)_serviceProxy.Execute(request);
// Create custom identity attribute.
CreateAttributeRequest attrReq = new CreateAttributeRequest()
{
Attribute = new StringAttributeMetadata()
{
LogicalName = "new_identity",
DisplayName = new Label("Identity", 1033),
SchemaName = "New_Identity",
MaxLength = 500,
RequiredLevel = new AttributeRequiredLevelManagedProperty(
AttributeRequiredLevel.Recommended),
IsSecured = true
},
EntityName = "new_tweet"
};
CreateAttributeResponse identityAttributeResponse =
(CreateAttributeResponse)_serviceProxy.Execute(attrReq);
_identityId = identityAttributeResponse.AttributeId;
Console.Write("Identity Created, ");
// Create custom message attribute.
attrReq = new CreateAttributeRequest()
{
Attribute = new StringAttributeMetadata()
{
LogicalName = "new_message",
DisplayName = new Label("Message", 1033),
SchemaName = "New_Message",
MaxLength = 140,
RequiredLevel = new AttributeRequiredLevelManagedProperty(
AttributeRequiredLevel.Recommended),
IsSecured = true
},
EntityName = "new_tweet"
};
CreateAttributeResponse messageAttributeResponse =
(CreateAttributeResponse)_serviceProxy.Execute(attrReq);
_messageId = messageAttributeResponse.AttributeId;
Console.Write("Message Created, ");
// Create field permission object for Identity.
FieldPermission identityPermission = new FieldPermission();
identityPermission.AttributeLogicalName = "new_identity";
identityPermission.EntityName = "new_tweet";
identityPermission.CanRead = new OptionSetValue(FieldPermissionType.Allowed);
identityPermission.FieldSecurityProfileId = new EntityReference(
FieldSecurityProfile.EntityLogicalName, _profileId);
_identityPermissionId = _serviceProxy.Create(identityPermission);
Console.Write("Permission Created, ");
// Create list for storing retrieved profiles.
List<Guid> profileIds = new List<Guid>();
// Build query to obtain the field security profiles.
QueryExpression qe = new QueryExpression()
{
EntityName = FieldSecurityProfile.EntityLogicalName,
ColumnSet = new ColumnSet("fieldsecurityprofileid"),
LinkEntities =
{
new LinkEntity
{
LinkFromEntityName = FieldSecurityProfile.EntityLogicalName,
LinkToEntityName = SystemUser.EntityLogicalName,
LinkCriteria =
{
Conditions =
{
new ConditionExpression("systemuserid", ConditionOperator.Equal, _userId)
}
}
}
}
};
// Execute the query and obtain the results.
RetrieveMultipleRequest rmRequest = new RetrieveMultipleRequest()
{
Query = qe
};
EntityCollection bec = ((RetrieveMultipleResponse)_serviceProxy.Execute(
rmRequest)).EntityCollection;
// Extract profiles from query result.
foreach (FieldSecurityProfile profileEnt in bec.Entities)
{
profileIds.Add(profileEnt.FieldSecurityProfileId.Value);
}
Console.Write("Profiles Retrieved, ");
// Retrieve attribute permissions of a FieldSecurityProfile.
DataCollection<Entity> dc;
// Retrieve the attributes.
QueryByAttribute qba = new QueryByAttribute(FieldPermission.EntityLogicalName);
qba.AddAttributeValue("fieldsecurityprofileid", _profileId);
qba.ColumnSet = new ColumnSet("attributelogicalname");
dc = _serviceProxy.RetrieveMultiple(qba).Entities;
Console.Write("Attributes Retrieved. ");
DeleteRequiredRecords(promptforDelete);
}
//</snippetRetrieveSecuredFieldsForAUser1>
}
// Catch any service fault exceptions that Microsoft Dynamics CRM throws.
catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>)
{
// You can handle an exception here or pass it back to the calling method.
throw;
}
}
