private Guid?GetExistingRoleId()
{
var roles = CrmSvc.GetEntityDataBySearchParams("role", new List <CrmServiceClient.CrmSearchFilter>
{
new CrmServiceClient.CrmSearchFilter
{
SearchConditions = new List <CrmServiceClient.CrmFilterConditionItem>
{
new CrmServiceClient.CrmFilterConditionItem
{
FieldName = "name",
FieldOperator = ConditionOperator.Equal,
FieldValue = ProposalManagerApplicationName
}
}
}
}, CrmServiceClient.LogicalSearchOperator.None, new List <string> {
"roleid"
});
if (roles != null)
{
return(roles.Any() ? (Guid?)roles.First().Value["roleid"] : null);
}
else
{
return(null);
}
}
private void SetUpPermissions()
{
if (GetExistingUser() == null)
{
var roleId = GetRoleId();
var privileges = GetPrivilegeRecords();
var addPrivilegesRoleRequest = new AddPrivilegesRoleRequest
{
RoleId = roleId,
Privileges =
(
from p in privileges
select new RolePrivilege(RequiredPrivileges[(string)p.Value["name"]], (Guid)p.Value["privilegeid"], BusinessUnitId.Value)
).ToArray()
};
CrmSvc.ExecuteCrmOrganizationRequest(addPrivilegesRoleRequest);
var user = CreateProposalManagerUser();
PackageLog.Log("User created...");
PackageLog.Log(user.ToString());
CrmSvc.Associate(
"systemuser",
user,
new Relationship("systemuserroles_association"),
new EntityReferenceCollection {
new EntityReference("role", roleId)
});
}
}
private void CreateSharePointLinks()
{
var defaultSiteId = CrmSvc.CreateNewRecord("sharepointsite", new Dictionary <string, CrmDataTypeWrapper>
{
{ "name", new CrmDataTypeWrapper("Default Site", CrmFieldType.String) },
{ "absoluteurl", new CrmDataTypeWrapper($"https://{SharePointDomain.Value}", CrmFieldType.String) }
});
var proposalManagerSiteId = CrmSvc.CreateNewRecord("sharepointsite", new Dictionary <string, CrmDataTypeWrapper>
{
{ "name", new CrmDataTypeWrapper("Proposal Manager Site", CrmFieldType.String) },
{ "parentsite", new CrmDataTypeWrapper(defaultSiteId, CrmFieldType.Lookup, "sharepointsite") },
{ "relativeurl", new CrmDataTypeWrapper($"sites/{ProposalManagerSharePointSiteName.Value}", CrmFieldType.String) }
});
var proposalManagerSiteDriveId = CrmSvc.CreateNewRecord("sharepointdocumentlocation", new Dictionary <string, CrmDataTypeWrapper>
{
{ "name", new CrmDataTypeWrapper("Proposal Manager Site Drive", CrmFieldType.String) },
{ "parentsiteorlocation", new CrmDataTypeWrapper(proposalManagerSiteId, CrmFieldType.Lookup, "sharepointsite") },
{ "relativeurl", new CrmDataTypeWrapper(DriveName.Value, CrmFieldType.String) }
});
CrmSvc.CreateNewRecord("sharepointdocumentlocation", new Dictionary <string, CrmDataTypeWrapper>
{
{ "name", new CrmDataTypeWrapper("Proposal Manager Temporary Folder", CrmFieldType.String) },
{ "parentsiteorlocation", new CrmDataTypeWrapper(proposalManagerSiteDriveId, CrmFieldType.Lookup, "sharepointdocumentlocation") },
{ "relativeurl", new CrmDataTypeWrapper("TempFolder", CrmFieldType.String) }
});
}
/// <summary>
///
/// </summary>
/// <param name="otc">Object Type Code of the entity.</param>
/// <returns></returns>
private Guid GetCreateFilterIdByOtc(int otc) => (Guid)CrmSvc.GetEntityDataBySearchParams("sdkmessagefilter", new List <CrmServiceClient.CrmSearchFilter>
{
new CrmServiceClient.CrmSearchFilter
{
FilterOperator = LogicalOperator.And,
SearchConditions = new List <CrmServiceClient.CrmFilterConditionItem>
{
new CrmServiceClient.CrmFilterConditionItem
{
FieldName = "sdkmessageid",
FieldOperator = ConditionOperator.Equal,
FieldValue = CreateMessageId.Value
},
new CrmServiceClient.CrmFilterConditionItem
{
FieldName = "primaryobjecttypecode",
FieldOperator = ConditionOperator.Equal,
FieldValue = otc
},
new CrmServiceClient.CrmFilterConditionItem
{
FieldName = "secondaryobjecttypecode",
FieldOperator = ConditionOperator.Equal,
FieldValue = "none"
}
}
}
}, CrmServiceClient.LogicalSearchOperator.None, new List <string> {
"sdkmessagefilterid"
}).Single().Value["sdkmessagefilterid"];
/// <summary>
///
/// </summary>
/// <returns>The created user id.</returns>
private Guid CreateProposalManagerUser() => CrmSvc.CreateNewRecord("systemuser", new Dictionary <string, CrmDataTypeWrapper>
{
{ "firstname", new CrmDataTypeWrapper(ProposalManagerApplicationName, CrmFieldType.String) },
{ "lastname", new CrmDataTypeWrapper("Application", CrmFieldType.String) },
{ "businessunitid", new CrmDataTypeWrapper(BusinessUnitId.Value, CrmFieldType.Lookup, "businessunit") },
{ "applicationid", new CrmDataTypeWrapper(ProposalManagerApplicationId.Value, CrmFieldType.UniqueIdentifier) },
{ "internalemailaddress", new CrmDataTypeWrapper($"{Guid.NewGuid()}@{TenantDomain.Value}", CrmFieldType.String) }
});
private bool IsRoleAssignedToUser(Guid sytemUserId, Guid roleId)
{
try
{
// Establish a SystemUser link for a query.
LinkEntity systemUserLink = new LinkEntity()
{
LinkFromEntityName = "systemuserroles",
LinkFromAttributeName = "systemuserid",
LinkToEntityName = "systemuserroles",
LinkToAttributeName = "systemuserid",
LinkCriteria =
{
Conditions =
{
new ConditionExpression(
"systemuserid", ConditionOperator.Equal, sytemUserId)
}
}
};
// Build the query.
QueryExpression linkQuery = new QueryExpression()
{
EntityName = "role",
ColumnSet = new ColumnSet("roleid"),
LinkEntities =
{
new LinkEntity()
{
LinkFromEntityName = "role",
LinkFromAttributeName = "roleid",
LinkToEntityName = "systemuserroles",
LinkToAttributeName = "roleid",
LinkEntities = { systemUserLink }
}
},
Criteria =
{
Conditions =
{
new ConditionExpression("roleid", ConditionOperator.Equal, roleId)
}
}
};
// Retrieve matching roles.
EntityCollection matchEntities = CrmSvc.RetrieveMultiple(linkQuery);
return(matchEntities.Entities.Count > 0);
}
catch
{
return(false);
}
}
/// <summary>
/// Called after Import completes.
/// </summary>
/// <returns>true, if solution deployed and schema imported successfully, exception otherwise</returns>
public override bool AfterPrimaryImport()
{
OrganizationRequest request = new OrganizationRequest()
{
RequestName = "ImportCardTypeSchema"
};
request["SolutionUniqueName"] = "ExtensibilityExample";
CrmSvc.Execute(request);
return(true);
}
private void AssignRoleToUser(Guid appUserId, Guid roleId)
{
// Associate the user with the role if the role isn't already assigned to the user
if (roleId != Guid.Empty && appUserId != Guid.Empty && !IsRoleAssignedToUser(appUserId, roleId))
{
CrmSvc.Associate(
"systemuser",
appUserId,
new Relationship("systemuserroles_association"),
new EntityReferenceCollection()
{
new EntityReference("role", roleId)
});
}
}
private Guid GetIdByName(string entityName, string recordName) => (Guid)CrmSvc.GetEntityDataBySearchParams(entityName, new List <CrmServiceClient.CrmSearchFilter>
{
new CrmServiceClient.CrmSearchFilter
{
SearchConditions = new List <CrmServiceClient.CrmFilterConditionItem>
{
new CrmServiceClient.CrmFilterConditionItem
{
FieldName = "name",
FieldOperator = ConditionOperator.Equal,
FieldValue = recordName
}
}
}
}, CrmServiceClient.LogicalSearchOperator.None, new List <string> {
$"{entityName}id"
}).Single().Value[$"{entityName}id"];
private bool BulkDeleteJobExists()
{
QueryExpression bulkExpression = new QueryExpression()
{
EntityName = "asyncoperation",
ColumnSet = new ColumnSet(new string[] { "asyncoperationid", "name" }),
Criteria =
{
Conditions =
{
new ConditionExpression("operationtype", ConditionOperator.Equal, 13),
new ConditionExpression("name", ConditionOperator.Equal, jobName),
}
}
};
return(CrmSvc.RetrieveMultiple(bulkExpression).Entities.Count > 0);
}
/// <summary>
/// Returns the version of specified solution if present.
/// </summary>
private int[] GetSolutionVersion(string solutionName)
{
FilterExpression filter = new FilterExpression(LogicalOperator.And);
filter.AddCondition(new ConditionExpression("uniquename", ConditionOperator.Equal, solutionName));
QueryExpression query = new QueryExpression
{
EntityName = "solution",
ColumnSet = new ColumnSet("uniquename", "version"),
Criteria = filter,
PageInfo = new PagingInfo()
{
ReturnTotalRecordCount = true
}
};
EntityCollection stuff = CrmSvc.RetrieveMultiple(query);
foreach (var i in stuff.Entities)
{
PackageLog.Log($"Name: {i.GetAttributeValue<string>("uniquename").ToString()} Version: {i.GetAttributeValue<string>("version")}");
}
if (stuff.TotalRecordCount < 1)
{
return(null);
}
string version = stuff.Entities.First().GetAttributeValue <string>("version");
if (string.IsNullOrEmpty(version))
{
return(null);
}
string[] versions = version.Split('.');
PackageLog.Log($"NonprofitCore - Major:{versions[0]} Minor:{versions[1]} Build:{versions[2]} Revision:{versions[3]}");
int[] versionNumbers = new int[4];
int.TryParse(versions[0], out versionNumbers[0]);
int.TryParse(versions[1], out versionNumbers[1]);
int.TryParse(versions[2], out versionNumbers[2]);
int.TryParse(versions[3], out versionNumbers[3]);
return(versionNumbers);
}
private void CreateBulkDeleteJob(int months)
{
if (!BulkDeleteJobExists())
{
string frequency =
String.Format(System.Globalization.CultureInfo.InvariantCulture,
"FREQ=DAILY;INTERVAL={0};", DailyInterval);
QueryExpression query = new QueryExpression
{
EntityName = "msdyn_analysisresult",
ColumnSet = new ColumnSet("msdyn_name"),
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression
{
AttributeName = "createdon",
Operator = ConditionOperator.OlderThanXMonths,
Values = { months }
}
}
}
};
BulkDeleteRequest bulkDeleteRequest =
new BulkDeleteRequest
{
JobName = jobName,
QuerySet = new QueryExpression[] { query },
StartDateTime = DateTime.Now.Date,
RecurrencePattern = frequency,
SendEmailNotification = false,
ToRecipients = new Guid[] { },
CCRecipients = new Guid[] { }
};
CrmSvc.Execute(bulkDeleteRequest);
}
}
private Dictionary <string, Dictionary <string, object> > GetPrivilegeRecords() =>
CrmSvc.GetEntityDataBySearchParams("privilege", new List <CrmServiceClient.CrmSearchFilter>
{
new CrmServiceClient.CrmSearchFilter
{
FilterOperator = LogicalOperator.Or,
SearchConditions =
(
from rp in RequiredPrivileges
select new CrmServiceClient.CrmFilterConditionItem
{
FieldName = "name",
FieldOperator = ConditionOperator.Equal,
FieldValue = rp.Key
}
).ToList()
}
}, CrmServiceClient.LogicalSearchOperator.None, new List <string> {
"privilegeid", "name"
});
private Guid CreateUser(ApplicationUser appUser)
{
QueryExpression businessUnitQuery = new QueryExpression
{
EntityName = "businessunit",
ColumnSet = new ColumnSet("businessunitid"),
Criteria =
{
Conditions =
{
new ConditionExpression("parentbusinessunitid",
ConditionOperator.Null)
}
}
};
EntityCollection defaultBusinessUnits = CrmSvc.RetrieveMultiple(businessUnitQuery);
var defaultBusinessUnit = defaultBusinessUnits.Entities[0] ?? null;
if (defaultBusinessUnit != null)
{
Entity systemUser = new Entity("systemuser");
systemUser["firstname"] = appUser.FirstName;
systemUser["lastname"] = appUser.LastName;
systemUser["internalemailaddress"] = appUser.InternalEmailAddress;
systemUser["applicationid"] = appUser.Id;
systemUser["businessunitid"] = new EntityReference
{
LogicalName = "businessunit",
Name = "businessunit",
Id = defaultBusinessUnit.Id
};
return(CrmSvc.Create(systemUser));
}
return(Guid.Empty);
}
/// <summary>
/// Called after Import completes.
/// </summary>
/// <returns></returns>
public override bool AfterPrimaryImport()
{
var version = CrmSvc.ConnectedOrgVersion;
//Enable all the steps in the plugin assembly
if (CrmSvc != null && CrmSvc.IsReady)
{
var assemblyname = "CrmAsyncRequestResponseSample.Plugins";
// Create the QueryExpression object to retrieve plug-in type
var query = new QueryExpression();
query.EntityName = "plugintype";
query.Criteria.AddCondition("assemblyname", ConditionOperator.Equal, assemblyname);
var retrievedPluginType = CrmSvc.RetrieveMultiple(query)[0];
var pluginTypeId = (Guid)retrievedPluginType.Attributes["plugintypeid"];
query = new QueryExpression();
// Set the properties of the QueryExpression object.
query.EntityName = "sdkmessageprocessingstep";
query.ColumnSet = new ColumnSet(new[] { "sdkmessageprocessingstepid", "statecode" });
query.Criteria.AddCondition(new ConditionExpression("plugintypeid", ConditionOperator.Equal, pluginTypeId));
var retrievedSteps = CrmSvc.RetrieveMultiple(query);
foreach (var step in retrievedSteps.Entities)
{
// Enable the step by setting it's state code
step.Attributes["statecode"] = new OptionSetValue(0); // 0 = Enabled
step.Attributes["statuscode"] = new OptionSetValue(1); // 1 = Enabled
CrmSvc.Update(step);
}
return(true); // Do nothing here/
}
return(false);
}
private Guid?GetExistingUser()
{
var users = CrmSvc.GetEntityDataBySearchParams("systemuser", new List <CrmServiceClient.CrmSearchFilter>
{
new CrmServiceClient.CrmSearchFilter
{
SearchConditions = new List <CrmServiceClient.CrmFilterConditionItem>
{
new CrmServiceClient.CrmFilterConditionItem
{
FieldName = "applicationid",
FieldOperator = ConditionOperator.Equal,
FieldValue = ProposalManagerApplicationId.Value
}
}
}
}, CrmServiceClient.LogicalSearchOperator.None, new List <string> {
"systemuserid"
});
if (users != null)
{
if (users.Any())
{
PackageLog.Log("PM user already created. Id: " + users.First().Value["systemuserid"].ToString());
return((Guid?)users.First().Value["systemuserid"]);
}
else
{
return(null);
}
}
else
{
return(null);
}
}
private Guid CreateOrGetApplicationUser(ApplicationUser appUser)
{
QueryExpression appUserQuery = new QueryExpression
{
EntityName = "systemuser",
ColumnSet = new ColumnSet("systemuserid"),
Criteria =
{
Conditions =
{
new ConditionExpression("applicationid", ConditionOperator.Equal, appUser.Id)
}
}
};
EntityCollection appUsers = CrmSvc.RetrieveMultiple(appUserQuery);
if (appUsers != null && appUsers.Entities.Count > 0)
{
return(appUsers.Entities[0].Id);
}
return(CreateUser(appUser));
}
private void EnablePluginSteps()
{
LogStart("EnablePluginSteps");
var assemblyname = "FedBizApps.RequestManagement.Plugins";
// Create the QueryExpression object to retrieve plug-in type
var query = new QueryExpression {
EntityName = "plugintype"
};
query.Criteria.AddCondition("assemblyname", ConditionOperator.Equal, assemblyname);
var retrievedPluginType = CrmSvc.RetrieveMultiple(query)[0];
var pluginTypeId = (Guid)retrievedPluginType.Attributes["plugintypeid"];
query = new QueryExpression
{
EntityName = "sdkmessageprocessingstep",
ColumnSet = new ColumnSet(new[] { "sdkmessageprocessingstepid", "statecode" })
};
// Set the properties of the QueryExpression object.
query.Criteria.AddCondition(new ConditionExpression("plugintypeid", ConditionOperator.Equal, pluginTypeId));
var retrievedSteps = CrmSvc.RetrieveMultiple(query);
foreach (var step in retrievedSteps.Entities)
{
// Enable the step by setting it's state code
step.Attributes["statecode"] = new OptionSetValue(0); // 0 = Enabled
step.Attributes["statuscode"] = new OptionSetValue(1); // 1 = Enabled
CrmSvc.Update(step);
}
LogEnd("EnablePluginSteps");
}
/// <summary>
///
/// </summary>
/// <param name="entityName"></param>
/// <param name="entityOtc"></param>
/// <param name="executionMode"></param>
/// <returns>The secret used to secure the webhook.</returns>
private string SetUpWebhook(string entityName, int entityOtc, ExecutionMode executionMode)
{
var secret = GenerateSecret();
var opportunitiesServiceEndpointId = CrmSvc.CreateNewRecord("serviceendpoint", new Dictionary <string, CrmDataTypeWrapper>
{
{ "name", new CrmDataTypeWrapper($"Proposal Manager {entityName}", CrmFieldType.String) },
{ "url", new CrmDataTypeWrapper($"{ProposalManagerApplicationUrl.Value}/api/webhooks/incoming/dynamicscrm/{entityName}", CrmFieldType.String) },
{ "contract", new CrmDataTypeWrapper(WebhookContractEnumValue, CrmFieldType.Picklist) },
{ "authtype", new CrmDataTypeWrapper(WebhookKeyAuthTypeEnumValue, CrmFieldType.Picklist) },
{ "authvalue", new CrmDataTypeWrapper(secret, CrmFieldType.String) }
});
/*var filterId = GetCreateFilterIdByOtc(entityOtc);
* CrmSvc.CreateNewRecord("sdkmessageprocessingstep", new Dictionary<string, CrmDataTypeWrapper>
* {
* { "sdkmessageid", new CrmDataTypeWrapper(CreateMessageId.Value, CrmFieldType.Lookup, "sdkmessage") },
* { "sdkmessagefilterid", new CrmDataTypeWrapper(filterId, CrmFieldType.Lookup, "sdkmessagefilter") },
* { "plugintypeid", new CrmDataTypeWrapper(filterId, CrmFieldType.Lookup, "sdkmessagefilter") },
* { "mode", new CrmDataTypeWrapper(executionMode, CrmFieldType.Picklist) },
* { "stage", new CrmDataTypeWrapper(PostOperationStage, CrmFieldType.Picklist) }
* });
* //throw new Exception(CrmSvc.LastCrmError);*/
return(secret);
}
/// <summary>
///
/// </summary>
/// <returns>The created role id.</returns>
private Guid CreateRole() => CrmSvc.CreateNewRecord("role", new Dictionary <string, CrmDataTypeWrapper>
{
{ "name", new CrmDataTypeWrapper(ProposalManagerApplicationName, CrmFieldType.String) },
{ "businessunitid", new CrmDataTypeWrapper(BusinessUnitId.Value, CrmFieldType.Lookup, "businessunit") }
});
