/// <summary>
/// This is native CRM behavior, to copy the content from Parent to Child record, using the Relationship ‘Mappings’ to avoid the overhead of manual data entry on child record.
/// </summary>
/// <param name="service"></param>
/// <param name="accountId"></param>
/// <param name="firstName"></param>
/// <param name="lastName"></param>
/// <see cref="https://rajeevpentyala.com/2017/01/26/create-a-child-record-by-copying-mapping-fields-from-parent-using-crm-sdk/"/>
/// <returns></returns>
public Guid CreateRecordFromAccount(IOrganizationService service, Guid accountId, string firstName, string lastName)
{
InitializeFromRequest initialize = new InitializeFromRequest
{
// Set the target entity (i.e.,Contact)
TargetEntityName = "contact",
// Create the EntityMoniker of Source (i.e.,Account)
EntityMoniker = new EntityReference("account", accountId)
};
// Execute the request
InitializeFromResponse initialized = (InitializeFromResponse)service.Execute(initialize);
// Read Intitialized entity (i.e.,Contact with copied attributes from Account)
if (initialized.Entity != null)
{
// Get entContact from the response
var entContact = initialized.Entity;
// Set the additional attributes of the Contact
entContact.Attributes.Add("firstname", firstName);
entContact.Attributes.Add("lastname", lastName);
// Create a new contact
return(service.Create(entContact));
}
else
{
return(new Guid());
}
}
public OrganizationResponse Execute(OrganizationRequest request, XrmFakedContext ctx)
{
var req = request as InitializeFromRequest;
if (req == null)
{
throw new FaultException <OrganizationServiceFault>(new OrganizationServiceFault(), "Cannot execute InitializeFromRequest without the request");
}
//TODO: Implement logic to filter mapping attributes based on the req.TargetFieldType
if (req.TargetFieldType != TargetFieldType.All)
{
throw PullRequestException.PartiallyNotImplementedOrganizationRequest(req.GetType(), "logic for filtering attributes based on TargetFieldType other than All is missing");
}
var service = ctx.GetOrganizationService();
var fetchXml = string.Format(FetchMappingsByEntity, req.EntityMoniker.LogicalName, req.TargetEntityName);
var mapping = service.RetrieveMultiple(new FetchExpression(fetchXml));
var sourceAttributes = mapping.Entities.Select(a => a.GetAttributeValue <AliasedValue>("attributemap.sourceattributename").Value.ToString()).ToArray();
var columnSet = sourceAttributes.Length == 0 ? new ColumnSet(true) : new ColumnSet(sourceAttributes);
var source = service.Retrieve(req.EntityMoniker.LogicalName, req.EntityMoniker.Id, columnSet);
var entity = new Entity
{
LogicalName = req.TargetEntityName,
Id = Guid.NewGuid()
};
if (mapping.Entities.Count > 0)
{
foreach (var attr in source.Attributes)
{
var mappingEntity = mapping.Entities.FirstOrDefault(e => e.GetAttributeValue <AliasedValue>("attributemap.sourceattributename").Value.ToString() == attr.Key);
if (mappingEntity == null)
{
continue;
}
var targetAttribute = mappingEntity.GetAttributeValue <AliasedValue>("attributemap.targetattributename").Value.ToString();
entity[targetAttribute] = attr.Value;
}
}
var response = new InitializeFromResponse
{
Results =
{
["Entity"] = entity
}
};
return(response);
}
/// <summary>
/// This method first creates an account and a lead, then initializes a new
/// account from the already existing account and a new opportunity from the
/// already existing lead.
/// </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();
CreateRequiredRecords();
#region Initialize Account from Account
Console.WriteLine();
Console.WriteLine(" Initializing new Account from the initial Account");
// Create the request object
InitializeFromRequest initialize = new InitializeFromRequest();
// Set the properties of the request object
initialize.TargetEntityName = Account.EntityLogicalName.ToString();
// Create the EntityMoniker
initialize.EntityMoniker = _initialAccount.ToEntityReference();
// Execute the request
InitializeFromResponse initialized =
(InitializeFromResponse)_serviceProxy.Execute(initialize);
if (initialized.Entity != null)
{
Console.WriteLine(" New Account initialized successfully");
}
Console.WriteLine();
#endregion
#region Initialize Opportunity from Lead
Console.WriteLine(" Initializing an Opportunity from the initial Lead");
// Create the request object
initialize.TargetEntityName = Opportunity.EntityLogicalName.ToString();
// Create the EntityMoniker
initialize.EntityMoniker = _initialLead.ToEntityReference();
// Execute the request
initialized =
(InitializeFromResponse)_serviceProxy.Execute(initialize);
if (initialized.Entity != null & amp; &
initialized.Entity.LogicalName == Opportunity.EntityLogicalName)
{
var opportunity = (Opportunity)initialized.Entity;
Console.WriteLine(" New Opportunity initialized successfully (Name={0})",
opportunity.Name);
}
#endregion
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;
}
}
public OrganizationResponse Execute(OrganizationRequest request, XrmFakedContext ctx)
{
var req = request as InitializeFromRequest;
if (req == null)
{
throw new FaultException <OrganizationServiceFault>(new OrganizationServiceFault(), "Cannot execute InitializeFromRequest without the request");
}
//TODO: Implement logic to filter mapping attributes based on the req.TargetFieldType
if (req.TargetFieldType != TargetFieldType.All)
{
throw PullRequestException.PartiallyNotImplementedOrganizationRequest(req.GetType(), "logic for filtering attributes based on TargetFieldType other than All is missing");
}
var service = ctx.GetOrganizationService();
var fetchXml = string.Format(FetchMappingsByEntity, req.EntityMoniker.LogicalName, req.TargetEntityName);
var mapping = service.RetrieveMultiple(new FetchExpression(fetchXml));
var sourceAttributes = mapping.Entities.Select(a => a.GetAttributeValue <AliasedValue>("attributemap.sourceattributename").Value.ToString()).ToArray();
var columnSet = sourceAttributes.Length == 0 ? new ColumnSet(true) : new ColumnSet(sourceAttributes);
var source = service.Retrieve(req.EntityMoniker.LogicalName, req.EntityMoniker.Id, columnSet);
// If we are using proxy types, and the appropriate proxy type is found in
// the assembly create an instance of the appropiate class
// Othersise return a simple Entity
Entity entity = new Entity
{
LogicalName = req.TargetEntityName,
Id = Guid.Empty
};
if (ctx.ProxyTypesAssembly != null)
{
var subClassType = ctx.FindReflectedType(req.TargetEntityName);
if (subClassType != null)
{
var instance = Activator.CreateInstance(subClassType);
entity = (Entity)instance;
}
}
if (mapping.Entities.Count > 0)
{
foreach (var attr in source.Attributes)
{
var mappingEntity = mapping.Entities.FirstOrDefault(e => e.GetAttributeValue <AliasedValue>("attributemap.sourceattributename").Value.ToString() == attr.Key);
if (mappingEntity == null)
{
continue;
}
var targetAttribute = mappingEntity.GetAttributeValue <AliasedValue>("attributemap.targetattributename").Value.ToString();
entity[targetAttribute] = attr.Value;
var isEntityReference = string.Equals(attr.Key, source.LogicalName + "id", StringComparison.CurrentCultureIgnoreCase);
if (isEntityReference)
{
entity[targetAttribute] = new EntityReference(source.LogicalName, (Guid)attr.Value);
}
else
{
entity[targetAttribute] = attr.Value;
}
}
}
var response = new InitializeFromResponse
{
Results =
{
["Entity"] = entity
}
};
return(response);
}
[STAThread] // Required to support the interactive login experience
static void Main(string[] args)
{
CrmServiceClient service = null;
try
{
service = SampleHelpers.Connect("Connect");
if (service.IsReady)
{
// Create any entity records that the demonstration code requires
SetUpSample(service);
#region Demonstrate
Console.WriteLine();
Console.WriteLine(" Initializing new Account from the initial Account");
// Create the request object
var initialize = new InitializeFromRequest();
// Set the properties of the request object
initialize.TargetEntityName = Account.EntityLogicalName.ToString();
// Create the EntityMoniker
initialize.EntityMoniker = _initialAccount.ToEntityReference();
// Execute the request
InitializeFromResponse initialized =
(InitializeFromResponse)service.Execute(initialize);
if (initialized.Entity != null)
{
Console.WriteLine(" New Account initialized successfully");
}
Console.WriteLine();
Console.WriteLine(" Initializing an Opportunity from the initial Lead");
// Create the request object
initialize.TargetEntityName = Opportunity.EntityLogicalName.ToString();
// Create the EntityMoniker
initialize.EntityMoniker = _initialLead.ToEntityReference();
// Execute the request
initialized =
(InitializeFromResponse)service.Execute(initialize);
if (initialized.Entity != null &&
initialized.Entity.LogicalName == Opportunity.EntityLogicalName)
{
var opportunity = (Opportunity)initialized.Entity;
Console.WriteLine(" New Opportunity initialized successfully (Name={0})",
opportunity.Name);
}
#endregion Demonstrate
#region Clean up
CleanUpSample(service);
#endregion Clean up
}
else
{
const string UNABLE_TO_LOGIN_ERROR = "Unable to Login to Microsoft Dataverse";
if (service.LastCrmError.Equals(UNABLE_TO_LOGIN_ERROR))
{
Console.WriteLine("Check the connection string values in cds/App.config.");
throw new Exception(service.LastCrmError);
}
else
{
throw service.LastCrmException;
}
}
}
catch (Exception ex)
{
SampleHelpers.HandleException(ex);
}
finally
{
if (service != null)
{
service.Dispose();
}
Console.WriteLine("Press <Enter> to exit.");
Console.ReadLine();
}
}