public List <Account> getAllCustomerAccounts()
{
IOrganizationService service = CRMHelper.ConnectToMSCRM();
/*
*
* Select AccountId, AccountName
* From Account
* Where AccountStatus= 'Customer'
* Order by AccountName Asec
* */
QueryExpression query = new QueryExpression("account");
query.ColumnSet = new ColumnSet(new string[] { "name" });
query.Orders.Add(new OrderExpression("name", OrderType.Ascending));
EntityCollection accountEntityList = service.RetrieveMultiple(query);
List <Account> AccountList = new List <Account>();
foreach (Entity Item in accountEntityList.Entities)
{
AccountList.Add(FillData(Item));
}
return(AccountList);
}
public void getEntityNamefromID()
{
Guid ID = new Guid("0AB01E00-65D4-E511-80EF-3863BB369D50");
IOrganizationService service = CRMHelper.ConnectToMSCRM();
List <string> entityList = new List <string>();
entityList.Add("contact");
entityList.Add("account");
entityList.Add("opportunity");
string entityName = string.Empty;
foreach (string item in entityList)
{
try
{
Entity Output = service.Retrieve(item, ID, new ColumnSet());
entityName = Output.LogicalName;
return;
}
catch
{
continue;
}
}
}
public IEnumerable <EntityMetadata> getSolutionEntities(string SolutionUniqueName)
{
IOrganizationService service = CRMHelper.ConnectToMSCRM();
// get solution components for solution unique name
QueryExpression componentsQuery = new QueryExpression
{
EntityName = "solutioncomponent",
ColumnSet = new ColumnSet(true),
Criteria = new FilterExpression(),
};
LinkEntity solutionLink = new LinkEntity("solutioncomponent", "solution", "solutionid", "solutionid", JoinOperator.Inner);
solutionLink.LinkCriteria = new FilterExpression();
solutionLink.LinkCriteria.AddCondition(new ConditionExpression("uniquename", ConditionOperator.Equal, SolutionUniqueName));
componentsQuery.LinkEntities.Add(solutionLink);
componentsQuery.Criteria.AddCondition(new ConditionExpression("componenttype", ConditionOperator.Equal, 1));
EntityCollection ComponentsResult = service.RetrieveMultiple(componentsQuery);
//Get all entities
RetrieveAllEntitiesRequest AllEntitiesrequest = new RetrieveAllEntitiesRequest()
{
EntityFilters = EntityFilters.Entity,
RetrieveAsIfPublished = true
};
RetrieveAllEntitiesResponse AllEntitiesresponse = (RetrieveAllEntitiesResponse)service.Execute(AllEntitiesrequest);
//Join entities Id and solution Components Id
var entityList = AllEntitiesresponse.EntityMetadata.Join(ComponentsResult.Entities.Select(x => x.Attributes["objectid"]), x => x.MetadataId, y => y, (x, y) => x);
return(entityList);
}
public void getAnnotationAttachment()
{
IOrganizationService service = CRMHelper.ConnectToMSCRM();
QueryExpression query = new QueryExpression("annotation");
query.ColumnSet = new ColumnSet(new string[] { "filesize" });
query.Criteria.AddCondition("filesize", ConditionOperator.GreaterThan, 0);
EntityCollection List = CRMHelper.RetrieveMultiple(query, service);
decimal totalSize = 0;
foreach (Entity Item in List.Entities)
{
decimal filesize = Convert.ToDecimal(Item.Attributes["filesize"].ToString());
totalSize = totalSize + filesize;
}
Console.WriteLine("Total File Size :" + totalSize);
decimal inKB = totalSize / 1024;
decimal inMB = inKB / 1024;
decimal inGB = inMB / 1024;
Console.ReadLine();
}
public bool IsXAuthorExcelSolutionInstalled(string uniqueName)
{
try
{
bool value = false;
QueryExpression querySampleSolution = new QueryExpression
{
EntityName = "solution",
ColumnSet = new ColumnSet(new string[] { "publisherid", "installedon", "version", "versionnumber", "friendlyname" }),
};
querySampleSolution.Criteria.AddCondition("uniquename", ConditionOperator.Equal, uniqueName);
IOrganizationService service = CRMHelper.ConnectToMSCRM();
EntityCollection SolutionList = service.RetrieveMultiple(querySampleSolution);
if (SolutionList.Entities.Count == 1)
{
value = true;
}
return(value);
}
catch (Exception ex)
{
throw ex;
}
}
public void getEmailAttachment()
{
IOrganizationService service = CRMHelper.ConnectToMSCRM();
QueryExpression query = new QueryExpression("activitymimeattachment");
query.ColumnSet = new ColumnSet(new string[] { "filesize" });
Console.WriteLine("IOrganization Service Object Created");
EntityCollection EntityList = CRMHelper.RetrieveMultiple(query, service);
List <int> FileSizeList = new List <int>();
foreach (Entity Item in EntityList.Entities)
{
if (Item.Attributes.Contains("filesize"))
{
FileSizeList.Add(Convert.ToInt32(Item["filesize"]));
}
}
var TotalSize = 0;
foreach (int Item in FileSizeList)
{
TotalSize = TotalSize + Item;
}
var SizeKB = TotalSize / 1024;
var SizeMB = SizeKB / 1024;
var SizeGB = SizeMB / 1024;
}
public void createNewFieldLevelSecurityProfile()
{
IOrganizationService service = CRMHelper.ConnectToMSCRM();
//Create Security Profile
Entity profile = new Entity("fieldsecurityprofile");
profile["name"] = "Profile Created From Code";
profile["description"] = "Profile Created from Code and just to use for test purpose";
Guid profileId = service.Create(profile);
// Create Field Permission
Entity permission = new Entity("fieldpermission");
permission["fieldsecurityprofileid"] = new EntityReference(profile.LogicalName, profileId);
permission["entityname"] = "opportunity";
permission["attributelogicalname"] = "estimatedvalue";
permission["canread"] = new OptionSetValue(FieldPermissionType.NotAllowed);
permission["cancreate"] = new OptionSetValue(FieldPermissionType.NotAllowed);
permission["canupdate"] = new OptionSetValue(FieldPermissionType.NotAllowed);
Guid permissionId = service.Create(permission);
// Associate Field Security Profile with Users
Guid userId = new Guid("0CEAF899-6D01-4577-80DF-0EDEBCE57570");
Relationship relationShip = new Relationship("systemuserprofiles_association");
EntityReferenceCollection collection = new EntityReferenceCollection();
collection.Add(new EntityReference(profile.LogicalName, profileId));
service.Associate("systemuser", userId, relationShip, collection);
}
public void updateAllProductToActive()
{
IOrganizationService service = CRMHelper.ConnectToMSCRM();
QueryExpression query = new QueryExpression("product");
query.ColumnSet = new ColumnSet(new string[] { "name" });
query.Criteria.AddCondition("statecode", ConditionOperator.Equal, 2);
query.Criteria.AddCondition("createdon", ConditionOperator.Yesterday);
EntityCollection productentityList = service.RetrieveMultiple(query);
Console.WriteLine("Total Product to be Procceed are : " + productentityList.Entities.Count);
int counter = 0;
foreach (Entity Item in productentityList.Entities)
{
SetStateRequest publishRequest = new SetStateRequest
{
EntityMoniker = new EntityReference(Item.LogicalName, Item.Id),
State = new OptionSetValue(0),
Status = new OptionSetValue(1)
};
service.Execute(publishRequest);
counter++;
if (counter % 100 == 0)
{
Console.WriteLine("Total Product Updated are : " + counter);
}
}
}
public void updateAllEmployeeonyByOne()
{
IOrganizationService service = CRMHelper.ConnectToMSCRM();
Console.WriteLine("update All Employee Started");
DateTime StartGetTime = DateTime.Now;
Console.WriteLine("Start Method of All Employee :" + StartGetTime.ToString());
EntityCollection List = getAllEmployee();
DateTime EndGetTime = DateTime.Now;
Console.WriteLine("End Method of All Employee at :" + EndGetTime.ToString());
double DiffinSeconds = (EndGetTime - StartGetTime).TotalSeconds;
Console.WriteLine("Method Took Time in Second:" + DiffinSeconds.ToString());
StartGetTime = DateTime.Now;
Console.WriteLine("Starting Updating First 500 Records" + StartGetTime.ToString());
for (int cnt = 0; cnt < List.Entities.Count; cnt++)
{
if (cnt == 499)
{
break;
}
Entity Item = new Entity("new_employee");
Item.Id = List.Entities[cnt].Id;
Item.Attributes.Add("new_jobtitle", "Associate Engineer");
service.Update(Item);
}
EndGetTime = DateTime.Now;
Console.WriteLine("Completed Updating First 500 Records at : " + EndGetTime.ToString());
double DiffinSecond = (EndGetTime - StartGetTime).TotalSeconds;
Console.WriteLine("Total Operation Time in Seconds : " + DiffinSecond.ToString());
Console.ReadLine();
}
public void pushAccountAttachmentToAzureBlob()
{
Guid accountId = new Guid("78C36B5E-9473-E511-80E4-3863BB348EE8");
IOrganizationService service = CRMHelper.ConnectToMSCRM();
//Get Document Attachment from Annoation associated with this Account
QueryExpression query = new QueryExpression("annotation");
query.ColumnSet = new ColumnSet(new string[] { "filename", "documentbody" });
query.Criteria.AddCondition("isdocument", ConditionOperator.Equal, true);
query.Criteria.AddCondition("objectid", ConditionOperator.Equal, accountId);
EntityCollection attachmentList = service.RetrieveMultiple(query);
BlobHelper blobHeloer = new BlobHelper(AZURE_STORAGE_ACCOUNT, AZURE_STORAGE_KEY);
foreach (Entity attachment in attachmentList.Entities)
{
string documentBody = attachment.Attributes["documentbody"].ToString();
string fileName = attachment.Attributes["filename"].ToString();
blobHeloer.PutBlob(AZURE_STORAGE_CONTAINER, fileName, documentBody);
}
}
public void DeleteAccount()
{
IOrganizationService service = CRMHelper.ConnectToMSCRM();
Guid AccountId = new Guid();
service.Delete("account", AccountId);
}
public void getAccountbyIndustryCode(Guid contactId)
{
QueryExpression query = new QueryExpression("account");
query.Criteria.AddCondition("primarycontactid", ConditionOperator.Equal, contactId);
IOrganizationService service = CRMHelper.ConnectToMSCRM();
EntityCollection AccountList = service.RetrieveMultiple(query);
}
public void GetAllSecurityteam()
{
IOrganizationService service = CRMHelper.ConnectToMSCRM();
/*
*
* Select AccountId, AccountName
* From Account
* Where AccountStatus= 'Customer'
* Order by AccountName Asec
* */
string teamName = "FinanceTeam";
QueryExpression query = new QueryExpression("systemuser");
query.ColumnSet = new ColumnSet(new string[] { "fullname", "domainname" });
LinkEntity TeamOwnerShipLinkEntity = new LinkEntity("systemusuer", "teammembership", "systemuserid", "systemuserid", JoinOperator.Inner);
LinkEntity TeamLinkEnitty = new LinkEntity("teammembership", "team", "teamid", "teamid", JoinOperator.Inner);
TeamLinkEnitty.LinkCriteria.AddCondition("name", ConditionOperator.Equal, teamName);
TeamOwnerShipLinkEntity.LinkEntities.Add(TeamLinkEnitty);
query.LinkEntities.Add(TeamOwnerShipLinkEntity);
EntityCollection accountEntityList = service.RetrieveMultiple(query);
// Create the AddMembersTeamRequest object.
AddMembersTeamRequest addRequest = new AddMembersTeamRequest();
// Set the AddMembersTeamRequest TeamID property to the object ID of
// an existing team.
addRequest.TeamId = new Guid("A9DE5707-7D0D-E811-A958-000D3AF083FD");
// Set the AddMembersTeamRequest MemberIds property to an
// array of GUIDs that contains the object IDs of one or more system users.
Guid[] memberIds = new[] { new Guid("C68F0F3F-680D-E811-A95B-000D3AF07CE4") };
addRequest.MemberIds = memberIds;
// Execute the request.
service.Execute(addRequest);
RemoveMembersTeamRequest removeRequest = new RemoveMembersTeamRequest();
removeRequest.TeamId = new Guid("A9DE5707-7D0D-E811-A958-000D3AF083FD");
// Set the AddMembersTeamRequest MemberIds property to an
// array of GUIDs that contains the object IDs of one or more system users.
removeRequest.MemberIds = memberIds;
// Execute the request.
service.Execute(removeRequest);
//service.Associate("team", new Guid("A9DE5707-7D0D-E811-A958-000D3AF083FD"), new Relationship("teamroles_association"),)
}
public void getAllProducts()
{
IOrganizationService service = CRMHelper.ConnectToMSCRM();
QueryExpression query = new QueryExpression("product");
query.TopCount = 20;
EntityCollection List = service.RetrieveMultiple(query);
}
public void ConnectCRM()
{
DateTime startTime = DateTime.Now;
IOrganizationService service = CRMHelper.ConnectToMSCRM();
DateTime EndTime = DateTime.Now;
var DiffinSecond = (EndTime - startTime).TotalSeconds;
Console.WriteLine("Total Time Taken in Connect in seconds :" + DiffinSecond);
}
public void UpdateEmployeeLoyalti(Guid EmpployeeId)
{
IOrganizationService service = CRMHelper.ConnectToMSCRM();
Entity employee = new Entity("new_employee");
employee.Id = EmpployeeId;
employee.Attributes.Add("new_loyalti", 60);
service.Update(employee);
}
public void deleteQuote()
{
IOrganizationService service = CRMHelper.ConnectToMSCRM();
Entity quote = new Entity("quote");
quote.Id = new Guid("B2960DD9-00C5-E511-80ED-3863BB346A70");
quote.Attributes.Add("apttus_abandonquote", true);
service.Update(quote);
}
public void getAllContactsCount()
{
QueryExpression query = new QueryExpression("contact");
query.Criteria.AddCondition("statecode", ConditionOperator.Equal, 0);
IOrganizationService service = CRMHelper.ConnectToMSCRM();
EntityCollection List = CRMHelper.RetrieveMultiple(query, service);
Console.ReadLine();
}
public void getaccountbylatitude()
{
string value = "50.5";
QueryExpression query = new QueryExpression("account");
query.ColumnSet = new ColumnSet(new string[] { "address1_latitude" });
query.Criteria.AddCondition("address1_latitude", ConditionOperator.GreaterThan, Convert.ToDouble(value));
IOrganizationService service = CRMHelper.ConnectToMSCRM();
EntityCollection AccountList = service.RetrieveMultiple(query);
}
public void changeOppOwner()
{
IOrganizationService service = CRMHelper.ConnectToMSCRM();
Guid oppId = new Guid("F2B3D5A9-F5C4-E511-80ED-3863BB346A70");
Entity oppEntity = new Entity("opportunity");
oppEntity.Attributes.Add("ownerid", new EntityReference("systemuser", new Guid("0CEAF899-6D01-4577-80DF-0EDEBCE57570")));
oppEntity.Id = oppId;
service.Update(oppEntity);
}
public EntityCollection getAllEmployee()
{
QueryExpression query = new QueryExpression("new_employee");
query.ColumnSet = new ColumnSet(new string[] { "new_name", "new_loyalti", "new_jobtitle", "new_grade" });
IOrganizationService service = CRMHelper.ConnectToMSCRM();
EntityCollection List = CRMHelper.RetrieveMultiple(query, service);
return(List);
}
public void getAllOppbyCustomerId()
{
Guid CustomerId = new Guid("F2612DD3-B8C4-E511-80ED-3863BB346A70");
IOrganizationService service = CRMHelper.ConnectToMSCRM();
QueryExpression query = new QueryExpression("opportunity");
query.ColumnSet = new ColumnSet(true);
query.Criteria.AddCondition("customerid", ConditionOperator.Equal, CustomerId);
EntityCollection TaskList = service.RetrieveMultiple(query);
}
public Guid addNewEmployee()
{
Guid empId = Guid.Empty;
IOrganizationService service = CRMHelper.ConnectToMSCRM();
Entity employee = new Entity("new_employee");
employee.Attributes.Add("new_name", "Ankit Rahevar");
employee.Attributes.Add("new_loyalti", 40);
empId = service.Create(employee);
return(empId);
}
public void getAllTaskByContactId()
{
Guid ContactId = new Guid("B6F08E3E-3DBF-E511-80ED-3863BB369D50");
IOrganizationService service = CRMHelper.ConnectToMSCRM();
QueryExpression query = new QueryExpression("task");
query.ColumnSet = new ColumnSet(true);
query.Criteria.AddCondition("regardingobjectid", ConditionOperator.Equal, ContactId);
EntityCollection TaskList = service.RetrieveMultiple(query);
}
public Guid InsertAccount()
{
IOrganizationService service = CRMHelper.ConnectToMSCRM();
Entity Account = new Entity("account");
Account.Attributes.Add("name", "Test Account");
Guid AccountId = service.Create(Account);
return(AccountId);
}
public void getAllTaskByAccountId()
{
Guid AccountId = new Guid("64E065F0-D8DE-E511-80F0-3863BB346A70");
IOrganizationService service = CRMHelper.ConnectToMSCRM();
QueryExpression query = new QueryExpression("task");
query.ColumnSet = new ColumnSet(true);
query.Criteria.AddCondition("regardingobjectid", ConditionOperator.Equal, AccountId);
EntityCollection TaskList = service.RetrieveMultiple(query);
}
public void updateAccount(Guid acocuntId)
{
Entity account = new Entity("account");
account.Id = acocuntId;
IOrganizationService service = CRMHelper.ConnectToMSCRM();
account.Attributes.Add("address1_longitude", Convert.ToDecimal(500));
service.Update(account);
}
public EntityCollection getAllEmployeeWithLoyalti()
{
IOrganizationService service = CRMHelper.ConnectToMSCRM();
QueryExpression query = new QueryExpression("new_employee");
query.Criteria.AddCondition("new_loyalti", ConditionOperator.GreaterThan, 0);
query.ColumnSet = new ColumnSet(true);
EntityCollection EmployeeEntityList = service.RetrieveMultiple(query);
return(EmployeeEntityList);
}
public bool saveApplication(Guid appId, Guid uniqueId, byte[] config, byte[] template, string templateName, byte[] scheme, string edition)
{
IOrganizationService service = CRMHelper.ConnectToMSCRM();
bool _isSaveApp = true;
int editionval = 0;
if (appId == Guid.Empty)
{
appId = getAppIdbyAppUniqueId(uniqueId);
}
if (!string.IsNullOrEmpty(edition))
{
editionval = getEditionOptionSetValuebyText(service, "apttus_xapps_application", "apttus_xapps_edition", edition);
}
if (editionval > 0)
{
// Update App Entity with Edition Value
Entity appEntity = new Entity("apttus_xapps_application");
appEntity.Id = appId;
appEntity.Attributes.Add("apttus_xapps_edition", new OptionSetValue(editionval));
service.Update(appEntity);
}
// Remove existing Attachments and Create new Attachments
QueryExpression attachementQ = new QueryExpression("annotation");
attachementQ.Criteria.AddCondition("objectid", ConditionOperator.Equal, appId);
EntityCollection existingAttachmentEntitySet = service.RetrieveMultiple(attachementQ);
foreach (Entity item in existingAttachmentEntitySet.Entities)
{
service.Delete(item.LogicalName, item.Id);
}
//Save ConfigFile
if (saveAnnotation(appId, "apttus_xapps_application", "AppDefinition.xml", config, service) == Guid.Empty)
{
_isSaveApp = false;
}
//Save Template File
if (saveAnnotation(appId, "apttus_xapps_application", templateName, template, service) == Guid.Empty)
{
_isSaveApp = false;
}
//Save Schema
if (saveAnnotation(appId, "apttus_xapps_application", "ExternalSchema.json", scheme, service) == Guid.Empty)
{
_isSaveApp = false;
}
return(_isSaveApp);
}
public void getEntityMetaData()
{
IOrganizationService service = CRMHelper.ConnectToMSCRM();
RetrieveVersionRequest versionReq = new RetrieveVersionRequest();
RetrieveVersionResponse resp = (RetrieveVersionResponse)service.Execute(versionReq);
//assigns the version to a string
string VersionNumber = resp.Version;
bool isKeyCompatibleVersion = isCompatibleVersion(VersionNumber);
MetadataFilterExpression EntityFilter = new MetadataFilterExpression(LogicalOperator.And);
EntityFilter.Conditions.Add(new MetadataConditionExpression("LogicalName", MetadataConditionOperator.Equals, "contact"));
MetadataPropertiesExpression EntityProperties = new MetadataPropertiesExpression()
{
AllProperties = false
};
EntityProperties.PropertyNames.AddRange(new string[] { "Attributes", "OneToManyRelationships", "LogicalName", "DisplayName", "PrimaryIdAttribute", "PrimaryNameAttribute" });
if (isKeyCompatibleVersion)
{
EntityProperties.PropertyNames.Add("Keys");
}
MetadataPropertiesExpression AttributeProperties = new MetadataPropertiesExpression()
{
AllProperties = false
};
AttributeProperties.PropertyNames.AddRange("AttributeType", "LogicalName", "DisplayName", "SchemaName", "AttributeType", "IsPrimaryName", "IsValidForUpdate", "OptionSet");
EntityQueryExpression entityQueryExpression = new EntityQueryExpression()
{
Criteria = EntityFilter,
Properties = EntityProperties,
AttributeQuery = new AttributeQueryExpression()
{
Properties = AttributeProperties
}//,
//RelationshipQuery = new RelationshipQueryExpression() { Properties = new MetadataPropertiesExpression() { AllProperties = true} }
};
RetrieveMetadataChangesRequest req = new RetrieveMetadataChangesRequest()
{
Query = entityQueryExpression
};
var response = (RetrieveMetadataChangesResponse)service.Execute(req);
}
