public List <ContactGuid> RetrieveAllContactGuid() { CRMConnect conn = new CRMConnect(); string fetch2 = @"<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'> <entity name='contact'> <attribute name='fullname' /> <attribute name='contactid' /> <attribute name='kp_kalimatainsurance' /> <filter type='and'> <condition attribute='kp_kalimatainsurance' operator='eq' value='4' /> </filter> </entity> </fetch>"; EntityCollection dataAll = conn.service.RetrieveMultiple(new FetchExpression(fetch2)); List <ContactGuid> listOfContacts = new List <ContactGuid>(); foreach (Entity user in dataAll.Entities) { ContactGuid contactguid = new ContactGuid(); contactguid.fullname = user.Attributes["fullname"].ToString(); contactguid.contactid = user.Id; listOfContacts.Add(contactguid); } return(listOfContacts); }
public void PolicyCreation(PolicyCreationModel policyCreationModel) { CRMConnect conn = new CRMConnect(); Entity pol = new Entity("kp_policy"); //string policy = policyCreationModel.kp_policyholder.ToString(); EntityReference policyholder = new EntityReference("contact", policyCreationModel.kp_policyholder); EntityReference preferredCurrencyID = new EntityReference("contact", policyCreationModel.transactioncurrencyid); pol.Attributes.Add("kp_policyholder", policyholder); pol.Attributes.Add("transactioncurrencyid", preferredCurrencyID); Guid createdPolicy = conn.service.Create(pol); Entity newPolicy = conn.service.Retrieve("kp_policy", createdPolicy, new ColumnSet(true)); newPolicy.Attributes.Add("kp_policy", policyCreationModel.kp_policy); if (policyCreationModel.kp_collision) { // newPolicy.Attributes.Add("kp_collision", policyCreationModel.kp_collision); newPolicy.Attributes["kp_collision"] = policyCreationModel.kp_collision; } if (policyCreationModel.kp_comprehensive) { //newPolicy.Attributes.Add("kp_comprehensive", policyCreationModel.kp_comprehensive); newPolicy.Attributes["kp_comprehensive"] = policyCreationModel.kp_comprehensive; } if (policyCreationModel.kp_liability) { //newPolicy.Attributes.Add("kp_liability", policyCreationModel.kp_liability); newPolicy.Attributes["kp_liability"] = policyCreationModel.kp_liability; } if (policyCreationModel.kp_protected) { //newPolicy.Attributes.Add("kp_protected", policyCreationModel.kp_protected); newPolicy.Attributes["kp_protected"] = policyCreationModel.kp_protected; } if (policyCreationModel.kp_uninsured) { //newPolicy.Attributes.Add("kp_uninsured", policyCreationModel.kp_uninsured); newPolicy.Attributes["kp_uninsured"] = policyCreationModel.kp_uninsured; } conn.service.Update(newPolicy); }
public Contact RetrieveContact(Guid guid) { // B6F1EFEE-09A4-E911-A990-000D3A40543B // New Connection Made CRMConnect conn = new CRMConnect(); // Fetch Expression for contact string fetch2 = @"<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'> <entity name='contact'> <attribute name='fullname' /> <attribute name='contactid' /> <attribute name='transactioncurrencyid' /> <attribute name='address1_country' /> <order attribute='fullname' descending='false' /> <filter type='and'> <condition attribute='fullname' operator='not-null' /> <condition attribute='address1_country' operator='not-null' /> <condition attribute='transactioncurrencyid' operator='not-null' /> <condition attribute='contactid' operator='eq' uiname='Dea Tacita' uitype='contact' value='{" + guid + @"}' /> </filter> </entity> </fetch>"; EntityCollection dataAll = conn.service.RetrieveMultiple(new FetchExpression(fetch2)); // Usable format Contact contact = new Contact(); foreach (Entity user in dataAll.Entities) { contact.fullname = user.Attributes["fullname"].ToString(); contact.address1_country = user.Attributes["address1_country"].ToString(); string currencyID = ((EntityReference)user.Attributes["transactioncurrencyid"]).Id.ToString(); if (currencyID == "6f14ded1-1ca2-e911-a9aa-000d3a4025c7") { contact.transactioncurrencyid = "CAD"; } else if (currencyID == "391b1ea8-0fa2-e911-a9b6-000d3a402766") { contact.transactioncurrencyid = "USD"; } } return(contact); }
public void ClaimCreate(ClaimCreationModel kp_claim) { Entity record = new Entity("kp_claim"); record.Attributes.Add("kp_claim", kp_claim.kp_claim); EntityReference contactReference = new EntityReference("contact", kp_claim.kp_claimcontact); record.Attributes.Add("kp_claimcontact", contactReference); // Convert to entity reference EntityReference policyReference = new EntityReference("kp_policy", kp_claim.kp_claimpolicy); record.Attributes.Add("kp_claimpolicy", policyReference); CRMConnect conn = new CRMConnect(); conn.service.Create(record); }
public List <PolicyReferenceModel> PolicyRetrieval(Guid contactguid) { CRMConnect conn = new CRMConnect(); string fetch2 = @"<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'> <entity name='kp_policy'> <attribute name='kp_policy' /> <attribute name='kp_policynumber' /> <attribute name='kp_policyholder' /> <attribute name='kp_policyid' /> <order attribute='kp_policy' descending='false' /> <filter type='and'> <condition attribute='kp_policyholder' operator='eq' uiname='Dīs Pater' uitype='contact' value='{" + contactguid + @"}' /> <condition attribute='kp_policyid' operator='not-null' /> <condition attribute='kp_policy' operator='not-null' /> </filter> </entity> </fetch>"; EntityCollection dataAll = conn.service.RetrieveMultiple(new FetchExpression(fetch2)); List <PolicyReferenceModel> listOfPolicies = new List <PolicyReferenceModel>(); foreach (Entity dataSingle in dataAll.Entities) { PolicyReferenceModel dataModel = new PolicyReferenceModel(); dataModel.kp_policy = dataSingle.Attributes["kp_policy"].ToString(); dataModel.kp_policynumber = dataSingle.Attributes["kp_policynumber"].ToString(); dataModel.kp_policyholder = new Guid(((EntityReference)dataSingle.Attributes["kp_policyholder"]).Id.ToString()); dataModel.kp_policyid = dataSingle.Id; listOfPolicies.Add(dataModel); } return(listOfPolicies); }