/// <summary>
/// Return a single record as a dynamic entity based on a given Guid
/// </summary>
/// <param name="entityName"></param>
/// <param name="entityId"></param>
/// <param name="attributes"></param>
/// <returns></returns>
internal Entity RetrieveByIdAsDynamicEntity(string entityName, Guid entityId, params string[] attributes)
{
Entity retrieveTarget = new Entity("entityName");
retrieveTarget.Id = entityId;
RetrieveRequest retrieveRequest = new RetrieveRequest();
retrieveRequest.Target = new EntityReference(entityName, entityId);
ColumnSet cols = new ColumnSet();
cols.Columns.AddRange(attributes);
retrieveRequest.ColumnSet = cols;
RetrieveResponse resp = (RetrieveResponse)svcAct.CdsCommand_Execute(retrieveRequest, "RetrieveByIdAsDynamicEntity");
if (resp != null && resp.Entity != null)
{
return(resp.Entity);
}
else
{
return(null);
}
}
/// <summary>
/// Closes a Trouble ticket by ID
/// </summary>
/// <param name="ticketId">ID of the Ticket to close</param>
/// <param name="subject">Title of the close ticket record</param>
/// <param name="description">Description of the closed ticket</param>
/// <param name="batchId">Optional: if set to a valid GUID, generated by the Create Batch Request Method, will assigned the request to the batch for later execution, on fail, runs the request immediately </param>
/// <param name="cdsServiceClient">Connected CDS Service Client</param>
/// <param name="bypassPluginExecution">Adds the bypass plugin behavior to this request. Note: this will only apply if the caller has the prvBypassPlugins permission to bypass plugins. If its attempted without the permission the request will fault.</param>
/// <returns>Returns the ID of the closed ticket</returns>
public static Guid CloseTroubleTicket(this CdsServiceClient cdsServiceClient, Guid ticketId, string subject, string description, Guid batchId = default(Guid), bool bypassPluginExecution = false)
{
// ONE OF THEASE SOULD BE MADE THE MASTER
cdsServiceClient.logEntry.ResetLastError(); // Reset Last Error
if (cdsServiceClient._CdsService == null)
{
cdsServiceClient.logEntry.Log("Crm Service not initialized", TraceEventType.Error);
return(Guid.Empty);
}
if (ticketId == Guid.Empty)
{
return(Guid.Empty);
}
// Create Incident Resolution Type
Entity reso = new Entity("incidentresolution");
Guid closeTicketId = Guid.NewGuid();
reso.Attributes.Add("activityid", closeTicketId);
reso.Attributes.Add("incidentid", new EntityReference("incident", ticketId));
// NEED TO REWORK THIS WITH METAD DATA>
reso.Attributes.Add("statecode", new OptionSetValue(1));
reso.Attributes.Add("statuscode", new OptionSetValue(2));
reso.Attributes.Add("subject", subject);
reso.Attributes.Add("description", description);
// Set Close Time Stamp
reso.Attributes.Add("actualend", DateTime.Now.ToString());
// Get State close for Resolving a case
int defaultStateCodeForResolveCase = 1;
CloseIncidentRequest req4 = new CloseIncidentRequest();
req4.IncidentResolution = reso;
req4.Status = new OptionSetValue(defaultStateCodeForResolveCase);
if (cdsServiceClient.AddRequestToBatch(batchId, req4, "Calling Close Incident", "Request to Close Incident Queued", bypassPluginExecution))
{
return(Guid.Empty);
}
CloseIncidentResponse resp4 = (CloseIncidentResponse)cdsServiceClient.CdsCommand_Execute(req4, "Closing a Case in CRM", bypassPluginExecution);
if (resp4 != null)
{
return(closeTicketId);
}
else
{
return(Guid.Empty);
}
}
/// <summary>
/// Retrieves all metadata from the CRM solution.. this is a time consuming task
/// </summary>
/// <param name="onlyPublished">only return "published" or "published state" of entities</param>
/// <param name="filter">the depth if detail on the entity to retrieve</param>
/// <returns></returns>
public List <EntityMetadata> GetAllEntityMetadata(bool onlyPublished, EntityFilters filter = EntityFilters.Default)
{
// this will force a retrieve of all metatdata from CRM's entities
List <EntityMetadata> results = new List <EntityMetadata>();
RetrieveAllEntitiesRequest request = new RetrieveAllEntitiesRequest();
request.EntityFilters = filter;
request.RetrieveAsIfPublished = !onlyPublished;
RetrieveAllEntitiesResponse response = (RetrieveAllEntitiesResponse)svcAct.CdsCommand_Execute(request, "GetAllEntityMetadata");
if (response != null)
{
foreach (var entity in response.EntityMetadata)
{
lock (_lockObject)
{
if (_entityMetadataCache.ContainsKey(entity.LogicalName))
{
_entityMetadataCache[entity.LogicalName] = entity; // Update local copy of the entity...
}
else
{
_entityMetadataCache.Add(entity.LogicalName, entity);
}
results.Add(entity);
// Preload the entity data catch as this has been called already
if (_entityNameCache.ContainsKey(entity.ObjectTypeCode.Value))
{
continue;
}
else
{
_entityNameCache.Add(entity.ObjectTypeCode.Value, entity.LogicalName);
}
}
}
}
return(results);
}
/// <summary>
/// Cancel Sales order
/// </summary>
/// <param name="salesOrderId">Sales order id to close</param>
/// <param name="fieldList">List of fields to add</param>
/// <param name="orderStatusCode">Status code of the order</param>
/// <param name="batchId">Optional: if set to a valid GUID, generated by the Create Batch Request Method, will assigned the request to the batch for later execution, on fail, runs the request immediately </param>
/// <param name="cdsServiceClient">Connected CDS Service Client</param>
/// <param name="bypassPluginExecution">Adds the bypass plugin behavior to this request. Note: this will only apply if the caller has the prvBypassPlugins permission to bypass plugins. If its attempted without the permission the request will fault.</param>
/// <returns></returns>
public static Guid CancelSalesOrder(this CdsServiceClient cdsServiceClient, Guid salesOrderId, Dictionary <string, CdsDataTypeWrapper> fieldList, int orderStatusCode = 4, Guid batchId = default(Guid), bool bypassPluginExecution = false)
{
cdsServiceClient.logEntry.ResetLastError(); // Reset Last Error
if (cdsServiceClient._CdsService == null)
{
cdsServiceClient.logEntry.Log("Crm Service not initialized", TraceEventType.Error);
return(Guid.Empty);
}
if (salesOrderId == Guid.Empty)
{
return(Guid.Empty);
}
if (orderStatusCode < 4)
{
return(Guid.Empty);
}
Guid actId = Guid.Empty;
Entity uEnt = new Entity("orderclose");
AttributeCollection PropertyList = new AttributeCollection();
#region MapCode
if (fieldList != null)
{
foreach (KeyValuePair <string, CdsDataTypeWrapper> field in fieldList)
{
cdsServiceClient.AddValueToPropertyList(field, PropertyList);
}
}
// Add the key...
// check to see if the key is in the import set allready
if (fieldList != null && !fieldList.ContainsKey("salesorderid"))
{
PropertyList.Add(new KeyValuePair <string, object>("salesorderid", salesOrderId));
}
if (fieldList != null && fieldList.ContainsKey("activityid"))
{
actId = (Guid)fieldList["activityid"].Value;
}
else
{
actId = Guid.NewGuid();
uEnt.Id = actId;
}
#endregion
uEnt.Attributes.AddRange(PropertyList.ToArray());
CancelSalesOrderRequest req = new CancelSalesOrderRequest();
req.OrderClose = uEnt;
req.Status = new OptionSetValue(orderStatusCode);
if (cdsServiceClient.AddRequestToBatch(batchId, req, "Calling Close Sales Order", "Request to Close Sales Order Queued", bypassPluginExecution))
{
return(Guid.Empty);
}
CancelSalesOrderResponse resp = (CancelSalesOrderResponse)cdsServiceClient.CdsCommand_Execute(req, "Closing a Sales Order in CRM as Closed", bypassPluginExecution);
if (resp != null)
{
return(actId);
}
else
{
return(Guid.Empty);
}
}
/// <summary>
/// Closes a quote as won or lost,
/// Revise is not supported via this method
/// </summary>
/// <param name="quoteId">ID of the quote to close</param>
/// <param name="fieldList">List of fields that need to be updated</param>
/// <param name="quoteStatusCode">Status id of the quote, must be greater then 3 but not 7</param>
/// <param name="batchId">Optional: if set to a valid GUID, generated by the Create Batch Request Method, will assigned the request to the batch for later execution, on fail, runs the request immediately </param>
/// <param name="cdsServiceClient">Connected CDS Service Client</param>
/// <param name="bypassPluginExecution">Adds the bypass plugin behavior to this request. Note: this will only apply if the caller has the prvBypassPlugins permission to bypass plugins. If its attempted without the permission the request will fault.</param>
/// <returns></returns>
public static Guid CloseQuote(this CdsServiceClient cdsServiceClient, Guid quoteId, Dictionary <string, CdsDataTypeWrapper> fieldList, int quoteStatusCode = 3, Guid batchId = default(Guid), bool bypassPluginExecution = false)
{
cdsServiceClient.logEntry.ResetLastError(); // Reset Last Error
if (cdsServiceClient._CdsService == null)
{
cdsServiceClient.logEntry.Log("Crm Service not initialized", TraceEventType.Error);
return(Guid.Empty);
}
if (quoteId == Guid.Empty)
{
return(Guid.Empty);
}
if (quoteStatusCode < 3)
{
return(Guid.Empty);
}
Guid actId = Guid.Empty;
Entity uEnt = new Entity("quoteclose");
AttributeCollection PropertyList = new AttributeCollection();
#region MapCode
if (fieldList != null)
{
foreach (KeyValuePair <string, CdsDataTypeWrapper> field in fieldList)
{
cdsServiceClient.AddValueToPropertyList(field, PropertyList);
}
}
// Add the key...
// check to see if the key is in the import set already
if (fieldList != null && !fieldList.ContainsKey("quoteid"))
{
PropertyList.Add(new KeyValuePair <string, object>("quoteid", quoteId));
}
if (fieldList != null && fieldList.ContainsKey("activityid"))
{
actId = (Guid)fieldList["activityid"].Value;
}
else
{
actId = Guid.NewGuid();
uEnt.Id = actId;
}
#endregion
uEnt.Attributes.AddRange(PropertyList.ToArray());
// 2 types of close supported... Won or Lost.
if (quoteStatusCode == 4)
{
WinQuoteRequest req = new WinQuoteRequest();
req.QuoteClose = uEnt;
req.Status = new OptionSetValue(quoteStatusCode);
if (cdsServiceClient.AddRequestToBatch(batchId, req, "Calling Close Quote as Won", "Request to Close Quote as Won Queued", bypassPluginExecution))
{
return(Guid.Empty);
}
WinQuoteResponse resp = (WinQuoteResponse)cdsServiceClient.CdsCommand_Execute(req, "Closing a Quote in CRM as Won", bypassPluginExecution);
if (resp != null)
{
return(actId);
}
else
{
return(Guid.Empty);
}
}
else
{
CloseQuoteRequest req = new CloseQuoteRequest();
req.QuoteClose = uEnt;
req.Status = new OptionSetValue(quoteStatusCode);
if (cdsServiceClient.AddRequestToBatch(batchId, req, "Calling Close Quote as Lost", "Request to Close Quote as Lost Queued", bypassPluginExecution))
{
return(Guid.Empty);
}
CloseQuoteResponse resp = (CloseQuoteResponse)cdsServiceClient.CdsCommand_Execute(req, "Closing a Quote in CRM as Lost", bypassPluginExecution);
if (resp != null)
{
return(actId);
}
else
{
return(Guid.Empty);
}
}
}
/// <summary>
/// Closes an Incident request in CRM,
/// this special handling is necessary to support CRM Built In Object.
/// </summary>
/// <param name="incidentId">ID of the CRM Incident to close</param>
/// <param name="fieldList">List of data items to add to the request, By default, subject is required.</param>
/// <param name="incidentStatusCode">Status code to close the incident with, defaults to resolved</param>
/// <param name="batchId">Optional: if set to a valid GUID, generated by the Create Batch Request Method, will assigned the request to the batch for later execution, on fail, runs the request immediately </param>
/// <returns>Guid of the Activity.</returns>
public static Guid CloseIncident(this CdsServiceClient cdsServiceClient, Guid incidentId, Dictionary <string, CdsDataTypeWrapper> fieldList, int incidentStatusCode = 5, Guid batchId = default(Guid))
{
cdsServiceClient.logEntry.ResetLastError(); // Reset Last Error
if (cdsServiceClient._CdsService == null)
{
cdsServiceClient.logEntry.Log("Crm Service not initialized", TraceEventType.Error);
return(Guid.Empty);
}
if (incidentId == Guid.Empty)
{
return(Guid.Empty);
}
Guid actId = Guid.Empty;
Entity uEnt = new Entity("incidentresolution");
AttributeCollection PropertyList = new AttributeCollection();
#region MapCode
if (fieldList != null)
{
foreach (KeyValuePair <string, CdsDataTypeWrapper> field in fieldList)
{
cdsServiceClient.AddValueToPropertyList(field, PropertyList);
}
}
// Add the key...
// check to see if the key is in the import set already
if (fieldList != null && !fieldList.ContainsKey("incidentid"))
{
PropertyList.Add(new KeyValuePair <string, object>("incidentid", new EntityReference("incident", incidentId)));
}
if (fieldList != null && fieldList.ContainsKey("activityid"))
{
actId = (Guid)fieldList["activityid"].Value;
}
else
{
actId = Guid.NewGuid();
uEnt.Id = actId;
}
#endregion
uEnt.Attributes.AddRange(PropertyList.ToArray());
CloseIncidentRequest req4 = new CloseIncidentRequest();
req4.IncidentResolution = uEnt;
req4.Status = new OptionSetValue(incidentStatusCode);
if (cdsServiceClient.AddRequestToBatch(batchId, req4, "Calling Close Incident", "Request to Close Incident Queued"))
{
return(Guid.Empty);
}
CloseIncidentResponse resp4 = (CloseIncidentResponse)cdsServiceClient.CdsCommand_Execute(req4, "Closing a incidentId in CRM");
if (resp4 != null)
{
return(actId);
}
else
{
return(Guid.Empty);
}
}
