/// <summary>
/// This method first connects to the Organization service. Afterwards, a
/// quote is created. This quote is then converted to an order, and the pricing
/// is unlocked and relocked. This is followed by the order being converted
/// to an invoice, and the pricing is locked then unlocked.
/// </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
{
//<snippetProcessingQuotesAndSalesOrders1>
// 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 Create Opportunities
// Create an opportunity
var crmOpportunity = new Opportunity
{
CustomerId = new EntityReference(Account.EntityLogicalName, _accountId),
Name = "Sample",
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName,
_priceListId)
};
_opportunityId = _serviceProxy.Create(crmOpportunity);
crmOpportunity = new Opportunity
{
CustomerId = new EntityReference(Account.EntityLogicalName, _accountId),
Name = "Another Sample",
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName,
_priceListId)
};
_loseOpportunityId = _serviceProxy.Create(crmOpportunity);
Console.WriteLine("Opportunities created.");
#endregion
#region Win Opportunity
//<snippetWinOpportunity>
// Close the opportunity as won
var winOppRequest = new WinOpportunityRequest
{
OpportunityClose = new OpportunityClose
{
OpportunityId = new EntityReference
(Opportunity.EntityLogicalName, _opportunityId)
},
Status = new OptionSetValue((int)opportunity_statuscode.Won)
};
_serviceProxy.Execute(winOppRequest);
Console.WriteLine("Opportunity closed as Won.");
//</snippetWinOpportunity>
#endregion
#region Lose Opportunity
//<snippetLoseOpportunity>
var loseOppRequest = new LoseOpportunityRequest
{
OpportunityClose = new OpportunityClose
{
OpportunityId = new EntityReference
(Opportunity.EntityLogicalName, _loseOpportunityId)
},
Status = new OptionSetValue((int)opportunity_statuscode.Canceled)
};
_serviceProxy.Execute(loseOppRequest);
Console.WriteLine("Opportunity closed as Lost.");
//</snippetLoseOpportunity>
#endregion
#region Convert Opportunity to a Quote
//<snippetGenerateQuoteFromOpportunity>
// Convert the opportunity to a quote
var genQuoteFromOppRequest = new GenerateQuoteFromOpportunityRequest
{
OpportunityId = _opportunityId,
ColumnSet = new ColumnSet("quoteid", "name")
};
var genQuoteFromOppResponse = (GenerateQuoteFromOpportunityResponse)
_serviceProxy.Execute(genQuoteFromOppRequest);
Quote quote = genQuoteFromOppResponse.Entity.ToEntity<Quote>();
_quoteId = quote.Id;
Console.WriteLine("Quote generated from the Opportunity.");
//</snippetGenerateQuoteFromOpportunity>
#endregion
#region Close Quote
//<snippetCloseQuote>
// convert the opportunity to a quote
genQuoteFromOppRequest = new GenerateQuoteFromOpportunityRequest
{
OpportunityId = _opportunityId,
ColumnSet = new ColumnSet("quoteid", "name")
};
genQuoteFromOppResponse = (GenerateQuoteFromOpportunityResponse)
_serviceProxy.Execute(genQuoteFromOppRequest);
Quote closeQuote = genQuoteFromOppResponse.Entity.ToEntity<Quote>();
_closeQuoteId = closeQuote.Id;
// Activate the quote
SetStateRequest activateQuote = new SetStateRequest()
{
EntityMoniker = closeQuote.ToEntityReference(),
State = new OptionSetValue((int)QuoteState.Active),
Status = new OptionSetValue((int)quote_statuscode.InProgress)
};
_serviceProxy.Execute(activateQuote);
// Close the quote
CloseQuoteRequest closeQuoteRequest = new CloseQuoteRequest()
{
QuoteClose = new QuoteClose()
{
QuoteId = closeQuote.ToEntityReference(),
Subject = "Quote Close " + DateTime.Now.ToString()
},
Status = new OptionSetValue(-1)
};
_serviceProxy.Execute(closeQuoteRequest);
Console.WriteLine("Quote Closed");
//</snippetCloseQuote>
#endregion
#region Create Quote's Product
// Set the quote's product
QuoteDetail quoteDetail = new QuoteDetail()
{
ProductId = new EntityReference(Product.EntityLogicalName,
_productId),
Quantity = 1,
QuoteId = quote.ToEntityReference(),
UoMId = new EntityReference(UoM.EntityLogicalName,
_defaultUnitId)
};
_quoteDetailId = _serviceProxy.Create(quoteDetail);
Console.WriteLine("Quote Product created.");
// Activate the quote
activateQuote = new SetStateRequest()
{
EntityMoniker = quote.ToEntityReference(),
State = new OptionSetValue((int)QuoteState.Active),
Status = new OptionSetValue((int)quote_statuscode.InProgress)
};
_serviceProxy.Execute(activateQuote);
Console.WriteLine("Quote activated.");
//<snippetWinQuote>
// Mark the quote as won
// Note: this is necessary in order to convert a quote into a
// SalesOrder.
WinQuoteRequest winQuoteRequest = new WinQuoteRequest()
{
QuoteClose = new QuoteClose()
{
Subject = "Quote Close" + DateTime.Now.ToString(),
QuoteId = quote.ToEntityReference()
},
Status = new OptionSetValue(-1)
};
_serviceProxy.Execute(winQuoteRequest);
Console.WriteLine("Quote won.");
//</snippetWinQuote>
#endregion
#region Convert Quote to SalesOrder
//<snippetConvertQuoteToSalesOrder>
// Define columns to be retrieved after creating the order
ColumnSet salesOrderColumns =
new ColumnSet("salesorderid", "totalamount");
// Convert the quote to a sales order
ConvertQuoteToSalesOrderRequest convertQuoteRequest =
new ConvertQuoteToSalesOrderRequest()
{
QuoteId = _quoteId,
ColumnSet = salesOrderColumns
};
ConvertQuoteToSalesOrderResponse convertQuoteResponse =
(ConvertQuoteToSalesOrderResponse)_serviceProxy.Execute(convertQuoteRequest);
SalesOrder salesOrder = (SalesOrder)convertQuoteResponse.Entity;
_salesOrderId = salesOrder.Id;
//</snippetConvertQuoteToSalesOrder>
Console.WriteLine("Converted Quote to SalesOrder.");
#endregion
#region Cancel Sales Order
//<snippetCancelSalesOrder>
// Define columns to be retrieved after creating the order
salesOrderColumns = new ColumnSet("salesorderid", "totalamount");
// Convert the quote to a sales order
convertQuoteRequest =
new ConvertQuoteToSalesOrderRequest()
{
QuoteId = _quoteId,
ColumnSet = salesOrderColumns
};
convertQuoteResponse =
(ConvertQuoteToSalesOrderResponse)_serviceProxy.Execute(convertQuoteRequest);
SalesOrder closeSalesOrder = (SalesOrder)convertQuoteResponse.Entity;
_closeSalesOrderId = closeSalesOrder.Id;
CancelSalesOrderRequest cancelRequest = new CancelSalesOrderRequest()
{
OrderClose = new OrderClose()
{
SalesOrderId = closeSalesOrder.ToEntityReference(),
Subject = "Close Sales Order " + DateTime.Now
},
Status = new OptionSetValue(-1)
};
_serviceProxy.Execute(cancelRequest);
Console.WriteLine("Canceled sales order");
//</snippetCancelSalesOrder>
#endregion
#region Lock pricing on SalesOrder
// Note: after converting a won quote to an order, the pricing of
// the order is locked by default.
//<snippetUpdateRequest>
// Retrieve current price list
ProductPriceLevel priceListItem =
(ProductPriceLevel)_serviceProxy.Retrieve(
ProductPriceLevel.EntityLogicalName,
_priceListItemId,
new ColumnSet("productpricelevelid", "amount")
);
Console.WriteLine("Current price list retrieved.");
Console.WriteLine();
Console.WriteLine("Details before update:");
Console.WriteLine("----------------");
Console.WriteLine("Current order total: {0}",
salesOrder.TotalAmount.Value);
Console.WriteLine("Current price per item: {0}",
priceListItem.Amount.Value);
Console.WriteLine("</End of Listing>");
Console.WriteLine();
// Update the price list
priceListItem.Amount = new Money(30.0M);
UpdateRequest updatePriceListItem = new UpdateRequest()
{
Target = priceListItem,
};
_serviceProxy.Execute(updatePriceListItem);
Console.WriteLine("Price list updated.");
//</snippetUpdateRequest>
// Retrieve the order
SalesOrder updatedSalesOrder = (SalesOrder)_serviceProxy.Retrieve(
SalesOrder.EntityLogicalName,
_salesOrderId,
new ColumnSet("salesorderid", "totalamount")
);
Console.WriteLine("Updated order retrieved.");
Console.WriteLine();
Console.WriteLine("Details after update:");
Console.WriteLine("----------------");
Console.WriteLine("Current order total: {0}",
updatedSalesOrder.TotalAmount.Value);
Console.WriteLine("Current price per item: {0}",
priceListItem.Amount.Value);
Console.WriteLine("</End of Listing>");
Console.WriteLine();
//<snippetUnlockSalesOrderPricing>
// Unlock the order pricing
UnlockSalesOrderPricingRequest unlockOrderRequest =
new UnlockSalesOrderPricingRequest()
{
SalesOrderId = _salesOrderId
};
_serviceProxy.Execute(unlockOrderRequest);
//</snippetUnlockSalesOrderPricing>
Console.WriteLine("Order pricing unlocked.");
// Retrieve the order
updatedSalesOrder = (SalesOrder)_serviceProxy.Retrieve(
SalesOrder.EntityLogicalName,
_salesOrderId,
new ColumnSet("salesorderid", "totalamount")
);
Console.WriteLine("Updated order retrieved.");
Console.WriteLine();
Console.WriteLine("Details after update and unlock:");
Console.WriteLine("----------------");
Console.WriteLine("Current order total: {0}",
updatedSalesOrder.TotalAmount.Value);
Console.WriteLine("Current price per item: {0}",
priceListItem.Amount.Value);
Console.WriteLine("</End of Listing>");
Console.WriteLine();
//<snippetLockSalesOrderPricing>
// Relock the order pricing
LockSalesOrderPricingRequest lockOrderRequest =
new LockSalesOrderPricingRequest()
{
SalesOrderId = _salesOrderId
};
_serviceProxy.Execute(lockOrderRequest);
//</snippetLockSalesOrderPricing>
Console.WriteLine("Order pricing relocked.");
#endregion
//<snippetConvertSalesOrderToInvoice>
#region Convert SalesOrder to Invoice
// Define columns to be retrieved after creating the invoice
ColumnSet invoiceColumns =
new ColumnSet("invoiceid", "totalamount");
// Convert the order to an invoice
ConvertSalesOrderToInvoiceRequest convertOrderRequest =
new ConvertSalesOrderToInvoiceRequest()
{
SalesOrderId = _salesOrderId,
ColumnSet = invoiceColumns
};
ConvertSalesOrderToInvoiceResponse convertOrderResponse =
(ConvertSalesOrderToInvoiceResponse)_serviceProxy.Execute(convertOrderRequest);
Invoice invoice = (Invoice)convertOrderResponse.Entity;
_invoiceId = invoice.Id;
//</snippetConvertSalesOrderToInvoice>
Console.WriteLine("Converted SalesOrder to Invoice.");
#endregion
#region Lock pricing on Invoice
// Note: after converting a SalesOrder to Invoice, the pricing of
// the Invoice is locked by default.
// Retrieve current price list
priceListItem = (ProductPriceLevel)_serviceProxy.Retrieve(
ProductPriceLevel.EntityLogicalName,
_priceListItemId,
new ColumnSet("productpricelevelid", "amount")
);
Console.WriteLine("Current price list retrieved.");
Console.WriteLine();
Console.WriteLine("Details before lock and update:");
Console.WriteLine("----------------");
Console.WriteLine("Current invoice total: {0}",
invoice.TotalAmount.Value);
Console.WriteLine("Current price per item: {0}",
priceListItem.Amount.Value);
Console.WriteLine("</End of Listing>");
Console.WriteLine();
//<snippetUpdatePriceList>
// Update the price list
priceListItem.Amount = new Money(40.0M);
updatePriceListItem = new UpdateRequest()
{
Target = priceListItem
};
_serviceProxy.Execute(updatePriceListItem);
Console.WriteLine("Price list updated.");
//</snippetUpdatePriceList>
//<snippetUnlockInvoicePricing>
// Retrieve the invoice
Invoice updatedInvoice = (Invoice)_serviceProxy.Retrieve(
Invoice.EntityLogicalName,
_invoiceId,
new ColumnSet("invoiceid", "totalamount")
);
Console.WriteLine("Updated invoice retrieved.");
Console.WriteLine();
Console.WriteLine("Details after lock and update:");
Console.WriteLine("----------------");
Console.WriteLine("Current invoice total: {0}",
updatedInvoice.TotalAmount.Value);
Console.WriteLine("Current price per item: {0}",
priceListItem.Amount.Value);
Console.WriteLine("</End of Listing>");
Console.WriteLine();
// Unlock the invoice pricing
UnlockInvoicePricingRequest unlockInvoiceRequest =
new UnlockInvoicePricingRequest()
{
InvoiceId = _invoiceId
};
_serviceProxy.Execute(unlockInvoiceRequest);
Console.WriteLine("Invoice pricing unlocked.");
//</snippetUnlockInvoicePricing>
// Retrieve the invoice
updatedInvoice = (Invoice)_serviceProxy.Retrieve(
Invoice.EntityLogicalName,
_invoiceId,
new ColumnSet("invoiceid", "totalamount")
);
Console.WriteLine("Updated invoice retrieved.");
Console.WriteLine();
Console.WriteLine("Details after update and unlock:");
Console.WriteLine("----------------");
Console.WriteLine("Current invoice total: {0}",
updatedInvoice.TotalAmount.Value);
Console.WriteLine("Current price per item: {0}",
priceListItem.Amount.Value);
Console.WriteLine("</End of Listing>");
Console.WriteLine();
//<snippetLockInvoicePricing>
// Relock the invoice pricing
LockInvoicePricingRequest lockInvoiceRequest =
new LockInvoicePricingRequest()
{
InvoiceId = _invoiceId
};
_serviceProxy.Execute(lockInvoiceRequest);
Console.WriteLine("Invoice pricing relocked.");
//</snippetLockInvoicePricing>
#endregion
DeleteRequiredRecords(promptforDelete);
}
//</snippetProcessingQuotesAndSalesOrders1>
}
// 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;
}
}
/// <summary>
/// This method creates any entity records that this sample requires.
/// Create a queue instance.
/// Create a phone call activity instance.
/// Add phone call entity instance in to queue.
/// Mark phone call entity instance status as completed.
/// </summary>
public void CreateRequiredRecords()
{
// Create a queue instance and set its property values.
Queue newQueue = new Queue()
{
Name = "Example Queue",
Description = "This is an example queue.",
QueueViewType = new OptionSetValue((int)QueueQueueViewType.Private)
};
_queueId = _serviceProxy.Create(newQueue);
Console.WriteLine("Created {0}.", newQueue.Name);
// Create a phone call activity instance.
PhoneCall newPhoneCall = new PhoneCall
{
Description = "Example Phone Call"
};
_phoneCallId = _serviceProxy.Create(newPhoneCall);
Console.WriteLine("Created {0}.", newPhoneCall.Description);
// Create a new instance of a queueitem and initialize its
// properties.
QueueItem item = new QueueItem
{
QueueId = new EntityReference(Queue.EntityLogicalName, _queueId),
ObjectId = new EntityReference(PhoneCall.EntityLogicalName, _phoneCallId)
};
// Create the queueitem on the server, which will associate
// the phone call activity with the queue.
_queueItemId = _serviceProxy.Create(item);
Console.WriteLine("Added phone call entity instance to {0}", newQueue.Name);
// Mark the phone call as completed.
SetStateRequest setStatePhoneCall = new SetStateRequest
{
EntityMoniker = new EntityReference(PhoneCall.EntityLogicalName,
_phoneCallId),
State = new OptionSetValue((int)PhoneCallState.Completed),
Status = new OptionSetValue(-1)
};
_serviceProxy.Execute(setStatePhoneCall);
Console.WriteLine("PhoneCall entity instance has been marked as completed.");
return;
}
/// <summary>
/// Creates any entity records that this sample requires.
/// </summary>
public void CreateRequiredRecords()
{
// Create an account.
Account account = new Account
{
Name = "Fourth Coffee",
};
_accountId = _serviceProxy.Create(account);
Console.WriteLine("Created a sample account: {0}.", account.Name);
// Define the body and subject of the email template in XML format.
string bodyXml =
"<?xml version=\"1.0\" ?>"
+ "<xsl:stylesheet xmlns:xsl=\"http://www.w3.org/1999/XSL/Transform\" version=\"1.0\">"
+ "<xsl:output method=\"text\" indent=\"no\"/><xsl:template match=\"/data\">"
+ "<![CDATA["
+ "This message is to notify you that a new account has been created."
+ "]]></xsl:template></xsl:stylesheet>";
string subjectXml =
"<?xml version=\"1.0\" ?>"
+ "<xsl:stylesheet xmlns:xsl=\"http://www.w3.org/1999/XSL/Transform\" version=\"1.0\">"
+ "<xsl:output method=\"text\" indent=\"no\"/><xsl:template match=\"/data\">"
+ "<![CDATA[New account notification]]></xsl:template></xsl:stylesheet>";
string presentationXml =
"<template><text><![CDATA["
+ "This message is to notify you that a new account has been created."
+ "]]></text></template>";
string subjectPresentationXml =
"<template><text><![CDATA[New account notification]]></text></template>";
// Create an e-mail template.
Template template = new Template
{
Title = "Sample E-mail Template for Account",
Body = bodyXml,
Subject = subjectXml,
PresentationXml = presentationXml,
SubjectPresentationXml = subjectPresentationXml,
TemplateTypeCode = Account.EntityLogicalName,
LanguageCode = 1033, // For US English.
IsPersonal = false
};
_templateId = _serviceProxy.Create(template);
Console.WriteLine("Created {0}.", template.Title);
}
/// <summary>
/// This method creates any entity records that this sample requires.
/// Creates the email activity.
/// </summary>
public static void CreateRequiredRecords(CrmServiceClient service)
{
// TODO Create entity records
Console.WriteLine("Creating required records for the sample");
Console.WriteLine("*****************************************");
// Create a unit group.
UoMSchedule newUnitGroup = new UoMSchedule
{
Name = "Example Unit Group",
BaseUoMName = "Example Primary Unit"
};
_unitGroupId = _serviceProxy.Create(newUnitGroup);
Console.WriteLine("Created {0}", newUnitGroup.Name);
// retrieve the unit id.
QueryExpression unitQuery = new QueryExpression
{
EntityName = UoM.EntityLogicalName,
ColumnSet = new ColumnSet("uomid", "name"),
Criteria = new FilterExpression(),
PageInfo = new PagingInfo
{
PageNumber = 1,
Count = 1
}
};
unitQuery.Criteria.AddCondition("uomscheduleid", ConditionOperator.Equal, _unitGroupId);
// Retrieve the unit.
_unit = (UoM)_serviceProxy.RetrieveMultiple(unitQuery).Entities[0];
Console.WriteLine("Retrieved {0}", _unit.Name);
// Create a price list
PriceLevel newPriceList = new PriceLevel
{
Name = "Example Price List"
};
_priceListId = _serviceProxy.Create(newPriceList);
Console.WriteLine("Created {0}", newPriceList.Name);
Console.WriteLine("*****************************************");
return;
}
public override Guid WriteToCDS(OrganizationServiceProxy _serviceProxy)
{
Guid medicationPriceListId = Guid.Empty;
try
{
// Create a price list
PriceLevel newPriceList = new PriceLevel
{
Name = "Sample Price List " + GenerateRandomNumber()
};
medicationPriceListId = _serviceProxy.Create(newPriceList);
foreach (Medication product in Products)
{
ProductPriceLevel newPriceListItem = new ProductPriceLevel
{
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName, medicationPriceListId),
ProductId = new EntityReference(Product.EntityLogicalName, Guid.Parse(product.MedicationId)),
UoMId = new EntityReference(UoM.EntityLogicalName, Guid.Parse(UomId)),
Amount = new Money(int.Parse(GenerateRandomNumber(2)))
};
Guid priceListItemId = _serviceProxy.Create(newPriceListItem);
if (priceListItemId == null)
{
break;
}
}
if (medicationPriceListId != Guid.Empty)
{
PriceListId = medicationPriceListId.ToString();
Console.WriteLine("Created Price List [" + PriceListId + "]");
}
else
{
throw new Exception("PriceListId == null");
}
}
catch (Exception ex)
{
throw new Exception(ex.ToString());
}
return(medicationPriceListId);
}
/// <summary>
/// Creates any entity records that this sample requires.
/// </summary>
public void CreateRequiredRecords()
{
Console.WriteLine("Creating required records......");
// Create 10 book records for demo.
for (int i = 0; i < 10; i++)
{
Entity book = new Entity("sample_book");
book["sample_name"] = "Demo Book " + i.ToString();
book["sample_bookcode"] = "BookCode" + i.ToString();
book["sample_author"] = "Author" + i.ToString();
bookIdtoDelete = _serviceProxy.Create(book);
}
Console.WriteLine("10 records created...");
}
/* Before the qualifying process.-> Add all the other necessary fields ->Add some new work order product
* As all know, we need to track, update, and track some more.
* So while the leads has been trasfer to account. Dont delete it but to update the state of it to closed.
* The key is to make sure the lead keeps moving through the sales cycle without being lost
*/
private static void QualifyLead(OrganizationServiceProxy service, Guid id)
{
var entity = new Entity("lead");
entity["leadid"] = id;
entity["log_contracttermsid"] = GetContractTerms(service).ToEntityReference();
entity["log_dateofbirth"] = DateTime.Now.AddYears(-19);
//Date cannot be in the future
entity["log_solddate"] = DateTime.Now;
entity["log_salespersonid"] = GetSalesPerson(service).ToEntityReference();
entity["address2_line1"] = "address2 vitaminveien 1, oslo";
entity["log_address2_postalcode"] = GetPostCode(service).ToEntityReference();
entity["log_postalcode"] = GetPostCode(service).ToEntityReference();
entity["address1_line1"] = "address1 vitaminveien 1, oslo";
entity["log_canoverwritecreditcheck"] = true;
//service.Update(entity);
var createEntity = new Entity("log_workorderproduct");
createEntity["log_leadid"] = new EntityReference("lead", id);
service.Create(createEntity);
entity["log_convertleadflag"] = 1;
service.Update(entity);
}
/// <summary>
/// This method creates any entity records that this sample requires.
/// Create a new connectionrole instance.
/// </summary>
public void CreateRequiredRecords()
{
// Define some anonymous types to define the range
// of possible connection property values.
var Categories = new
{
Business = 1,
Family = 2,
Social = 3,
Sales = 4,
Other = 5
};
// Create a Connection Role
ConnectionRole setupConnectionRole = new ConnectionRole
{
Name = "Example Connection Role",
Description = "This is an example one sided connection role.",
Category = new OptionSetValue(Categories.Business),
};
_connectionRoleId = _serviceProxy.Create(setupConnectionRole);
Console.WriteLine("Created {0}.", setupConnectionRole.Name);
return;
}
public override Guid WriteToCDS(OrganizationServiceProxy _serviceProxy)
{
Guid patientProcedureId = Guid.Empty;
HealthCDM.msemr_procedure addProcedure = new HealthCDM.msemr_procedure();
addProcedure.msemr_Patient = new EntityReference(HealthCDM.Contact.EntityLogicalName, Guid.Parse((PatientId)));
addProcedure.msemr_Status = new OptionSetValue(Status);
addProcedure.msemr_DateTime = ProcedureDateTime;
addProcedure.msemr_SubjectType = new OptionSetValue(SubjectType);
addProcedure.msemr_description = Description;
try
{
patientProcedureId = _serviceProxy.Create(addProcedure);
if (patientProcedureId != Guid.Empty)
{
ProcedureId = patientProcedureId.ToString();
Console.WriteLine("Created Patient Procedure [" + ProcedureId + "] for Patient [" + PatientId + "]");
}
else
{
throw new Exception("ProcedueId == null");
}
}
catch (Exception ex)
{
throw new Exception(ex.ToString());
}
return(patientProcedureId);
}
/// <summary>
/// Create and configure the organization service proxy.
/// Initiate the method to create any data that this sample requires.
/// Create an appointment.
/// </summary>
public void Run(ServerConnection.Configuration serverConfig, bool promptforDelete)
{
try
{
//<snippetMarketingAutomation1>
// 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();
var academicperiod = new Entity("mshied_academicperiod");
academicperiod["mshied_enddate"] = new DateTime(2014, 12, 5);
academicperiod["mshied_name"] = "Fall 2014";
academicperiod["mshied_startdate"] = new DateTime(2014, 9, 1);
academicperiod["mshied_code"] = "FA14";
var id = _serviceProxy.Create(academicperiod);
// Verify that the record has been created.
if (id != Guid.Empty)
{
Console.WriteLine($"Successfully created {id}.");
}
}
}
// 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 Guid CreateEntity(OrganizationServiceProxy serivce, Entity entity)
{
var recordId = serivce.Create(entity);
Console.WriteLine("A record of {0} was created sucessfully, Guid: {1}", entity.LogicalName, recordId);
return(recordId);
}
/// <summary>
/// Creates any entity records that this sample requires.
/// </summary>
public void CreateRequiredRecords()
{
// Create a sample Lead record.
// This will also create an instance of "Lead To Opportunity Sales Process"
// BPF for the new lead record.
Lead myLead = new Lead
{
Subject = "SDK Sample Record",
FirstName = "Randy",
LastName = "Blythe"
};
_leadId = _serviceProxy.Create(myLead);
Console.WriteLine("\nCreated a Lead: '{0}'.", myLead.Subject);
// Verify that an instance of "Lead To Opportunity Sales Process" is created for the new Lead record.
RetrieveProcessInstancesRequest procLeadReq = new RetrieveProcessInstancesRequest
{
EntityId = _leadId,
EntityLogicalName = Lead.EntityLogicalName
};
RetrieveProcessInstancesResponse procLeadResp = (RetrieveProcessInstancesResponse)_serviceProxy.Execute(procLeadReq);
if (procLeadResp.Processes.Entities.Count > 0)
{
var processLeadInstance = procLeadResp.Processes.Entities[0];
Console.WriteLine("Process instance automatically created for the new Lead record: '{0}'", processLeadInstance["name"]);
}
else
{
Console.WriteLine("No processes found for the Lead record; aborting the sample.");
Environment.Exit(1);
}
}
//</snippetQuickCampaign3>
/// <summary>
/// This method creates any entity records that this sample requires.
/// Create a new queue instance.
/// </summary>
public void CreateRequiredRecords()
{
WhoAmIRequest whoRequest = new WhoAmIRequest();
_currentUser = ((WhoAmIResponse)_serviceProxy.Execute(whoRequest)).UserId;
//Create an activity objects which will act like a template during QC distrbution.
//The activities created by QC will create activities with content that this activity has
_templateEmailActivity = new Email()
{
Subject = "qcCreatedEmailActivity"
};
_templateLetterActivity = new Letter()
{
Subject = "qcCreatedLetterActivity"
};
// Create accounts on which we want to run QC
_accountIdArray = new Guid[5];
for (int i = 0; i < 5; i++)
{
Account acct = new Account()
{
Name = "Account For Quick Campaign " + i.ToString()
};
_accountIdArray[i] = _serviceProxy.Create(acct);
Console.WriteLine("Created {0}.", acct.Name);
}
}
static void Main(string[] args)
{
var organizationServiceProxy = new OrganizationServiceProxy(GetUri(), null, GetClientCredentials(), null);
DataTable csvDataTable = GetCSVData();
for (int locIndexRow = 1; locIndexRow < csvDataTable.Rows.Count; locIndexRow++)
{
string name = csvDataTable.Rows[locIndexRow][0].ToString();
string primaryContact = csvDataTable.Rows[locIndexRow][1].ToString();
string telephone1 = csvDataTable.Rows[locIndexRow][2].ToString();
QueryExpression queryExpression = new QueryExpression("contact");
queryExpression.ColumnSet = new ColumnSet(false);
queryExpression.NoLock = true;
queryExpression.TopCount = 1;
queryExpression.Criteria.AddCondition("fullname", ConditionOperator.Equal, primaryContact);
Entity queryResult = organizationServiceProxy.RetrieveMultiple(queryExpression).Entities.FirstOrDefault();
if (queryResult != null)
{
EntityReference primaryContactReference = queryResult.ToEntityReference();
Entity customEntity = CreateCustomEntity("account", name, primaryContactReference, telephone1);
Guid myGuid = organizationServiceProxy.Create(customEntity);
if (myGuid != Guid.Empty)
{
Console.WriteLine(name + "account is created with guid" + myGuid.ToString());
}
}
}
}
public override Guid WriteToCDS(OrganizationServiceProxy _serviceProxy)
{
Guid allergyIntolernaceId = Guid.Empty;
HealthCDM.msemr_allergyintolerance addAllergyIntolerance = new HealthCDM.msemr_allergyintolerance();
addAllergyIntolerance.msemr_Patient = new EntityReference(HealthCDM.Contact.EntityLogicalName, Guid.Parse((PatientId)));
addAllergyIntolerance.msemr_name = Item;
addAllergyIntolerance.msemr_Code = Item;
addAllergyIntolerance.msemr_Criticality = new OptionSetValue(Severity);
addAllergyIntolerance.msemr_VerificationStatus = new OptionSetValue(VertificationStatus);
addAllergyIntolerance.msemr_Type = new OptionSetValue(Type);
try
{
allergyIntolernaceId = _serviceProxy.Create(addAllergyIntolerance);
if (allergyIntolernaceId != Guid.Empty)
{
AllergyIntoleranceId = allergyIntolernaceId.ToString();
Console.WriteLine("Created Allergy Intolerance [" + AllergyIntoleranceId + "] for Patient [" + PatientId + "]");
}
else
{
throw new Exception("AllegyIntoleranceId == null");
}
}
catch (Exception ex)
{
throw new Exception(ex.ToString());
}
return(allergyIntolernaceId);
}
public override Guid WriteToCDS(OrganizationServiceProxy _serviceProxy)
{
Guid nutritionId = Guid.Empty;
HealthCDM.msemr_nutritionorder addNutritionOrder = new HealthCDM.msemr_nutritionorder();
addNutritionOrder.msemr_Patient = new EntityReference(HealthCDM.Contact.EntityLogicalName, Guid.Parse((Patient)));
addNutritionOrder.msemr_Orderer = new EntityReference(HealthCDM.Contact.EntityLogicalName, Guid.Parse((Practitioner)));
addNutritionOrder.msemr_name = OrderName;
addNutritionOrder.msemr_DateTime = OrderDateTime;
addNutritionOrder.msemr_Status = new OptionSetValue(OrderStatus);
try
{
nutritionId = _serviceProxy.Create(addNutritionOrder);
if (nutritionId != Guid.Empty)
{
NutritionOrderId = nutritionId.ToString();
Console.WriteLine("Created Nutrition [" + NutritionOrderId + "] for Patient [" + Patient + "]");
}
else
{
throw new Exception("NutritionId == null");
}
}
catch (Exception ex)
{
throw new Exception(ex.ToString());
}
return(nutritionId);
}
/// <summary>
/// This method creates any entity records that this sample requires.
/// </summary>
public void CreateRequiredRecords()
{
// Get the current user.
WhoAmIRequest userRequest = new WhoAmIRequest();
WhoAmIResponse userResponse = (WhoAmIResponse)_serviceProxy.Execute(userRequest);
_userId = userResponse.UserId;
// Create the activity party for sending and receiving the fax.
ActivityParty party = new ActivityParty
{
PartyId = new EntityReference(SystemUser.EntityLogicalName, _userId)
};
// Create the fax object.
Fax fax = new Fax
{
Subject = "Sample Fax",
From = new ActivityParty[] { party },
To = new ActivityParty[] { party }
};
_faxId = _serviceProxy.Create(fax);
Console.WriteLine("Created a fax: '{0}'.", fax.Subject);
}
public Action SaveCommand()
{
if (_saveCommand == null)
{
_saveCommand = delegate()
{
bool confirmed = Script.Confirm(String.Format("Are you sure save these sessions?"));
if (!confirmed)
{
return;
}
SessionVM stopSession = StopSession.GetValue();
dev1_session sessionToUpdate = stopSession.GetUpdatedModel();
try
{
OrganizationServiceProxy.Update(sessionToUpdate);
// Save next session
if (StartNewSession.GetValue())
{
dev1_session nextSession = StartSession.GetValue().GetUpdatedModel();
OrganizationServiceProxy.Create(nextSession);
}
}
catch (Exception ex)
{
Script.Alert("There was a problem saving your session. Please contact your system administrator.\n\n" + ex.Message);
}
};
}
return(_saveCommand);
}
public string CreateAccount(string firstName, string lastname, string email, string phone)
{
try
{
using (service = new CrmConn().GetService())
{
Console.WriteLine("Connected to CRM Service - inside CreateAccount");
Entity account = new Entity("account");
Guid _accountId;
account["name"] = firstName + " " + lastname;
account["telephone1"] = phone;
account["emailaddress1"] = email;
_accountId = service.Create(account);
return(_accountId.ToString());
}
}
catch (Exception e)
{
Console.WriteLine("Exception: " + e.Message);
return("error creating the account");
}
}
/*
* Lead create Process allow end user to choose which name they want to use
* The purpose of we want the name as a parameter is that it can be easily track and create.
*/
private static Guid CreateLeadWithName(OrganizationServiceProxy service, String name)
{
var leadSource = GetLeadSourceName(service, leadSourceName);
var newLead = new Entity("lead");
var user = GetUser(service);
newLead["companyname"] = name;
newLead["log_leadsourceid"] = leadSource.ToEntityReference();
//newLead["ownerid"] = user.ToEntityReference();
newLead["log_direction"] = new OptionSetValue(182400001); //moved out
newLead["log_contracttermsid"] = GetContractTerms(service).ToEntityReference();
newLead["telephone2"] = "45512131";
newLead["log_dateofbirth"] = DateTime.Now.AddYears(-19);
//Date cannot be in the future
newLead["log_solddate"] = DateTime.Now;
newLead["log_movingdate"] = DateTime.Now;
newLead["log_salespersonid"] = GetSalesPerson(service).ToEntityReference();
//street 1
//newLead["address2_line1"] = "address2 vitaminveien 1, oslo";
newLead["log_address2_postalcode"] = GetPostCode(service).ToEntityReference();
newLead["log_postalcode"] = GetPostCode(service).ToEntityReference();
newLead["address1_line1"] = "address1 vitaminveien 1, oslo";
newLead["log_canoverwritecreditcheck"] = true;
newLead["log_takeovercase"] = GetTakdOverCASE(service).ToEntityReference();
newLead["log_typeoflead"] = new OptionSetValue(182400002);
return(service.Create(newLead));
}
public override Guid WriteToCDS(OrganizationServiceProxy _serviceProxy)
{
Guid patientDeviceId = Guid.Empty;
HealthCDM.msemr_device addPatientDevice = new HealthCDM.msemr_device();
addPatientDevice.msemr_Patient = new EntityReference(HealthCDM.Contact.EntityLogicalName, Guid.Parse(PatientId));
addPatientDevice.msemr_DeviceNumber = DeviceNumber;
addPatientDevice.msemr_Version = Version;
addPatientDevice.msemr_Model = Model;
addPatientDevice.msemr_ExpirationDate = ExpirationDate;
addPatientDevice.msemr_name = Name;
addPatientDevice.msemr_DeviceStatus = new OptionSetValue(DeviceStatus);
try
{
patientDeviceId = _serviceProxy.Create(addPatientDevice);
if (patientDeviceId != Guid.Empty)
{
DeviceId = patientDeviceId.ToString();
Console.WriteLine("Created Device [" + DeviceId + "] for Patient [" + PatientId + "]");
}
else
{
throw new Exception("DeviceId == null");
}
}
catch (Exception ex)
{
throw new Exception(ex.ToString());
}
return(patientDeviceId);
}
public override Guid WriteToCDS(OrganizationServiceProxy _serviceProxy)
{
Guid practitionerRoleId = Guid.Empty;
try
{
HealthCDM.msemr_practitionerrole addPractitionerRole = new HealthCDM.msemr_practitionerrole();
addPractitionerRole.msemr_Practitioner = new EntityReference(HealthCDM.Contact.EntityLogicalName, Guid.Parse(PractitionerId));
addPractitionerRole.msemr_PeriodEnddatetime = PeriodEndDate;
addPractitionerRole.msemr_PeriodStartdatetime = PeriodStartDate;
addPractitionerRole.msemr_name = Name;
practitionerRoleId = _serviceProxy.Create(addPractitionerRole);
if (practitionerRoleId != Guid.Empty)
{
RoleId = practitionerRoleId.ToString();
Console.WriteLine("Created Practitioner Role [" + RoleId + "] for Practitioner [" + PractitionerId + "]");
}
else
{
throw new Exception("RoleId == null");
}
}
catch (Exception ex)
{
throw new Exception(ex.ToString());
}
return(practitionerRoleId);
}
/// <summary>
/// Create and configure the organization service proxy.
/// Initiate the method to create any data that this sample requires.
/// Create an appointment.
/// </summary>
public void Run(ServerConnection.Configuration serverConfig, bool promptforDelete)
{
try
{
//<snippetMarketingAutomation1>
// 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();
var deviceclass = new Entity("msauto_deviceclass");
deviceclass["msauto_code"] = "12345";
deviceclass["msauto_description"] = "Luxury sedan";
deviceclass["msauto_name"] = "Contoso V3";
var id = _serviceProxy.Create(deviceclass);
// Verify that the record has been created.
if (id != Guid.Empty)
{
Console.WriteLine($"Successfully created {id}.");
}
}
}
// 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;
}
}
private bool MigrateEntityToExternal(OrganizationServiceProxy localProxy, BinaryStorageOptions.Providers.IBinaryStorageProvider storageProvider, Entity entity, string entityName, string documentBodyKey, string filenameKey)
{
if (!entity.Attributes.ContainsKey(documentBodyKey) || (string)entity.Attributes[documentBodyKey] == BinaryStorageOptions.GenericConstants.EmptyBodyContent)
{
return(true);
}
string fileName = (string)entity.Attributes[filenameKey];
Notify(string.Format("Migrating '{0}' with filename '{1}' CRM -> External using {2}.", entityName, entity.Id.ToString() + "_" + fileName, storageProvider.GetType().Name));
if (storageProvider.Create(entity.Id, fileName, Convert.FromBase64String((string)entity.Attributes[documentBodyKey])))
{
Notify(string.Format("Created '{0}' with filename '{1}'. Removing from CRM.", entityName, entity.Id.ToString() + "_" + fileName));
//Create an additional record to basically store the filesize
Entity attachmentExtension = new Entity(GenericConstants.AttachementExtensionEntityName);
attachmentExtension.Attributes.Add(GenericConstants.AttachementExtensionEntityNameKey, entity.LogicalName);
attachmentExtension.Attributes.Add(GenericConstants.AttachementExtensionEntityIdKey, entity.Id.ToString());
attachmentExtension.Attributes.Add(GenericConstants.AttachementExtensionFileSizeKey, entity.Attributes[CrmConstants.FileSizeKey]);
localProxy.Create(attachmentExtension);
//FileSize (3) attributes are handled by CRM and is useless to set here. Must have a body else we get funny requests in retrieve messages.
entity.Attributes[GenericConstants.Constants[entity.LogicalName][GenericConstants.DocumentBodyAttributeKey]] = GenericConstants.EmptyBodyContent;
localProxy.Update(entity);
Notify(string.Format("Migration of '{0}' with filename '{1}' DONE.", entityName, entity.Id.ToString() + "_" + fileName));
return(true);
}
return(false);
}
public static void CreateMember(OrganizationServiceProxy service, string firstname, string lastname, string idnumber, string mobilephone, string telephone, string emailaddress, string countryofrigin, int gender, int race, string jobtitle, string areaofexpertise)
{
var member = new Entity("contact")
{
["firstname"] = firstname,
["lastname"] = lastname,
["emailaddress1"] = emailaddress,
["mobilephone"] = mobilephone,
["address1_telephone2"] = telephone,
["eppei_countryoforigin"] = countryofrigin,
["eppei_gender"] = new OptionSetValue(gender),
["eppei_race"] = new OptionSetValue(race),
["jobtitle"] = jobtitle,
["eppei_membertype"] = new OptionSetValue(2),
["eppei_areaofindustrialexpertise"] = areaofexpertise
};
if (string.IsNullOrEmpty(idnumber))
{
member["eppei_saidnumber"] = idnumber;
}
service.Create(member);
Console.WriteLine("Created: " + firstname + " " + lastname);
}
/// <summary>
/// Create and configure the organization service proxy.
/// Initiate the method to create any data that this sample requires.
/// Create an appointment.
/// </summary>
public void Run(ServerConnection.Configuration serverConfig, bool promptforDelete)
{
try
{
//<snippetMarketingAutomation1>
// 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();
var programversion = new Entity("mshied_programversion");
programversion["mshied_code"] = "AT__AS_009";
programversion["mshied_programid"] = new EntityReference("mshied_program", new Guid("4c44f395-64c6-e811-a987-000d3a161ff6"));
programversion["mshied_programlevelid"] = new EntityReference("mshied_programlevel", new Guid("e28ceedd-64c6-e811-a984-000d3a1618d5"));
programversion["mshied_name"] = "06/09 Associate of Science: Accounting Technology";
var id = _serviceProxy.Create(programversion);
// Verify that the record has been created.
if (id != Guid.Empty)
{
Console.WriteLine($"Successfully created {id}.");
}
}
}
// 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 override Guid WriteToCDS(OrganizationServiceProxy _serviceProxy)
{
Guid patientConditionId = Guid.Empty;
HealthCDM.msemr_condition addCondition = new HealthCDM.msemr_condition();
addCondition.msemr_SubjectTypePatient = new EntityReference(HealthCDM.Contact.EntityLogicalName, Guid.Parse((PatientId)));
addCondition.msemr_Practitioner = new EntityReference(HealthCDM.Contact.EntityLogicalName, Guid.Parse((PractitionerId)));
addCondition.msemr_SubjectType = new OptionSetValue(SubjectType);
addCondition.msemr_OnsetDate = OnsetDate;
addCondition.msemr_name = Description;
addCondition.msemr_VerificationStatus = new OptionSetValue(VerificationStatus);
try
{
patientConditionId = _serviceProxy.Create(addCondition);
if (patientConditionId != Guid.Empty)
{
ConditionId = patientConditionId.ToString();
Console.WriteLine("Created Condition [" + ConditionId + "] for Patient [" + PatientId + "]");
}
else
{
throw new Exception("ConditionId == null");
}
}
catch (Exception ex)
{
throw new Exception(ex.ToString());
}
return(patientConditionId);
}
/// <summary>
/// Creates any entity records that this sample requires.
/// </summary>
public void CreateRequiredRecords()
{
// Retrieve the default business unit needed to create the team.
QueryExpression queryDefaultBusinessUnit = new QueryExpression
{
EntityName = BusinessUnit.EntityLogicalName,
ColumnSet = new ColumnSet("businessunitid"),
Criteria =
{
Conditions =
{
new ConditionExpression("parentbusinessunitid",
ConditionOperator.Null)
}
}
};
BusinessUnit defaultBusinessUnit = (BusinessUnit)_serviceProxy.RetrieveMultiple(
queryDefaultBusinessUnit).Entities[0];
// Instantiate a team entity record and set its property values.
// See the Entity Metadata topic in the SDK documentation to determine
// which attributes must be set for each entity.
Team setupTeam = new Team
{
Name = "ABC Management Team",
BusinessUnitId = new EntityReference(BusinessUnit.EntityLogicalName,
defaultBusinessUnit.Id)
};
//Create a team record.
_teamId = _serviceProxy.Create(setupTeam);
Console.Write("Created Team, ");
}
public static Guid CreateAppointment(OrganizationServiceProxy service, Appointment appointment)
{
try
{
var appointmentEntity = new Entity("appointment")
{
["subject"] = appointment.Subject.Length > 200 ? appointment.Subject.Substring(0, 200) : appointment.Subject,
["scheduledend"] = appointment.EndTime,
["scheduledstart"] = appointment.StartTime,
["ownerid"] = new EntityReference("systemuser", appointment.OwnerId),
["prioritycode"] = new OptionSetValue((appointment.PriorityCode == 2 ? 2 : 1)),
["blu_createdfromportal"] = true
};
if (appointment.RegardingObjectId != Guid.Empty)
{
appointmentEntity["regardingobjectid"] = new EntityReference("salesorder", appointment.RegardingObjectId);
}
return(service.Create(appointmentEntity));
}
catch (Exception ex)
{
LogService.LogMessage(service, new Log()
{
Level = (int)LogType.Error,
Name = ex.Message,
FunctionName = ClassName + " | " + MethodBase.GetCurrentMethod().Name,
Message = ex.InnerException != null ? ex.InnerException.Message : ex.Message
});
return(Guid.Empty);
}
}
public override Guid WriteToCDS(OrganizationServiceProxy _serviceProxy)
{
Guid episodeId = Guid.Empty;
try
{
HealthCDM.msemr_episodeofcare episode = new HealthCDM.msemr_episodeofcare();
episode.msemr_CareManager = new EntityReference(HealthCDM.Contact.EntityLogicalName, new Guid(PractitionerId));
//episode.msemr_msemr_episodeofcare_msemr_encounter_ContextEpisodeofCare = new EntityReference(HealthCDM.Contact.EntityLogicalName, new Guid(PractitionerId));
episode.msemr_Patient = new EntityReference(HealthCDM.Contact.EntityLogicalName, new Guid(PatientId));
episode.msemr_Organization = new EntityReference(HealthCDM.Contact.EntityLogicalName, new Guid(AccountId));
episode.msemr_description = Description;
episode.msemr_StartDateTime = StartDateTime;
episode.msemr_EndDateTime = EndDateTime;
episodeId = _serviceProxy.Create(episode);
if (episodeId != Guid.Empty)
{
EpisodeOfCareId = episodeId.ToString();
Console.WriteLine("Created EpisodeOfcare [" + episodeId + "] for Patient [" + PatientId + "]");
}
else
{
throw new Exception("episodeId == null");
}
}
catch (Exception ex)
{
throw new Exception(ex.ToString());
}
return(episodeId);
}
/// <summary>
/// This method creates any entity records that this sample requires.
/// </summary>
public void CreateRequiredRecords()
{
// Define an anonymous type to define the possible values for
// report type
var ReportTypeCode = new
{
ReportingServicesReport = 1,
OtherReport = 2,
LinkedReport = 3
};
// Create a report
Report newReport = new Report
{
Name = "Sample Report",
Description = "Report created by the SDK code sample.",
ReportTypeCode = new OptionSetValue((int)ReportTypeCode.OtherReport),
//Base64-encoded "Hello, I am a text file."
BodyBinary = "SGVsbG8sIEkgYW0gYSB0ZXh0IGZpbGUu",
FileName = "textfile.txt",
IsPersonal = true
};
_reportId = _serviceProxy.Create(newReport);
Console.WriteLine("Created {0}.", newReport.Name);
}
/// <summary>
/// This method first connects to the Organization service. Afterwards, a
/// rollup field and rollup query are created. The rollup query is only
/// associated with the child goal. Then a parent goal and child goal
/// are created. The goals are both rolled up and their results are displayed.
/// </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
{
//<snippetUsingQueriesToTrackGoals1>
// 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();
// Create the revenue metric, setting the Amount Data Type to 'Money'
// and the Metric Type to 'Amount'.
Metric sampleMetric = new Metric()
{
Name = "Sample Revenue Metric",
AmountDataType = new OptionSetValue(0),
IsAmount = true,
};
_metricId = _serviceProxy.Create(sampleMetric);
sampleMetric.Id = _metricId;
Console.Write("Created revenue metric, ");
#region Create RollupFields
// Create RollupField which targets the actual totals.
RollupField actual = new RollupField()
{
SourceEntity = SalesOrder.EntityLogicalName,
SourceAttribute = "totalamount",
GoalAttribute = "actualmoney",
SourceState = 1,
EntityForDateAttribute = SalesOrder.EntityLogicalName,
DateAttribute = "datefulfilled",
MetricId = sampleMetric.ToEntityReference()
};
_actualId = _serviceProxy.Create(actual);
Console.Write("created actual revenue RollupField, ");
#endregion
#region Create the goal rollup query
// The query locates sales orders in the first sales
// representative's area (zip code: 60661) and with a value
// greater than $1,000.
GoalRollupQuery goalRollupQuery = new GoalRollupQuery()
{
Name = "First Example Goal Rollup Query",
QueryEntityType = SalesOrder.EntityLogicalName,
FetchXml = @"<fetch mapping=""logical"" version=""1.0""><entity name=""salesorder""><attribute name=""customerid"" /><attribute name=""name"" /><attribute name=""salesorderid"" /><attribute name=""statuscode"" /><attribute name=""totalamount"" /><order attribute=""name"" /><filter><condition attribute=""totalamount"" operator=""gt"" value=""1000"" /><condition attribute=""billto_postalcode"" operator=""eq"" value=""60661"" /></filter></entity></fetch>"
};
_rollupQueryId = _serviceProxy.Create(goalRollupQuery);
goalRollupQuery.Id = _rollupQueryId;
Console.Write("created rollup query.");
Console.WriteLine();
#endregion
#region Create two goals: one parent and one child goal
// Create the parent goal.
Goal parentGoal = new Goal()
{
Title = "Parent Goal Example",
RollupOnlyFromChildGoals = true,
TargetMoney = new Money(1000.0M),
IsFiscalPeriodGoal = false,
MetricId = sampleMetric.ToEntityReference(),
GoalOwnerId = new EntityReference
{
Id = _salesManagerId,
LogicalName = SystemUser.EntityLogicalName
},
OwnerId = new EntityReference
{
Id = _salesManagerId,
LogicalName = SystemUser.EntityLogicalName
},
GoalStartDate = DateTime.Today.AddDays(-1),
GoalEndDate = DateTime.Today.AddDays(30)
};
_parentGoalId = _serviceProxy.Create(parentGoal);
parentGoal.Id = _parentGoalId;
Console.WriteLine("Created parent goal");
Console.WriteLine("-------------------");
Console.WriteLine("Target: {0}", parentGoal.TargetMoney.Value);
Console.WriteLine("Goal owner: {0}", parentGoal.GoalOwnerId.Id);
Console.WriteLine("Goal Start Date: {0}", parentGoal.GoalStartDate);
Console.WriteLine("Goal End Date: {0}", parentGoal.GoalEndDate);
Console.WriteLine("<End of Listing>");
Console.WriteLine();
// Create the child goal.
Goal firstChildGoal = new Goal()
{
Title = "First Child Goal Example",
ConsiderOnlyGoalOwnersRecords = true,
TargetMoney = new Money(1000.0M),
IsFiscalPeriodGoal = false,
MetricId = sampleMetric.ToEntityReference(),
ParentGoalId = parentGoal.ToEntityReference(),
GoalOwnerId = new EntityReference
{
Id = _salesRepresentativeId,
LogicalName = SystemUser.EntityLogicalName
},
OwnerId = new EntityReference
{
Id = _salesManagerId,
LogicalName = SystemUser.EntityLogicalName
},
RollUpQueryActualMoneyId = goalRollupQuery.ToEntityReference(),
GoalStartDate = DateTime.Today.AddDays(-1),
GoalEndDate = DateTime.Today.AddDays(30)
};
_firstChildGoalId = _serviceProxy.Create(firstChildGoal);
Console.WriteLine("First child goal");
Console.WriteLine("----------------");
Console.WriteLine("Target: {0}", firstChildGoal.TargetMoney.Value);
Console.WriteLine("Goal owner: {0}", firstChildGoal.GoalOwnerId.Id);
Console.WriteLine("Goal Start Date: {0}", firstChildGoal.GoalStartDate);
Console.WriteLine("Goal End Date: {0}", firstChildGoal.GoalEndDate);
Console.WriteLine("<End of Listing>");
Console.WriteLine();
#endregion
// Calculate roll-up of goals.
// Note: Recalculate can be run against any goal in the tree to cause
// a rollup of the whole tree.
RecalculateRequest recalculateRequest = new RecalculateRequest()
{
Target = parentGoal.ToEntityReference()
};
_serviceProxy.Execute(recalculateRequest);
Console.WriteLine("Calculated roll-up of goals.");
Console.WriteLine();
// Retrieve and report 3 different computed values for the goals
// - Percentage
// - ComputedTargetAsOfTodayPercentageAchieved
// - ComputedTargetAsOfTodayMoney
QueryExpression retrieveValues = new QueryExpression()
{
EntityName = Goal.EntityLogicalName,
ColumnSet = new ColumnSet(
"title",
"computedtargetasoftodaypercentageachieved",
"computedtargetasoftodaymoney")
};
EntityCollection ec = _serviceProxy.RetrieveMultiple(retrieveValues);
// Compute and display the results
for (int i = 0; i < ec.Entities.Count; i++)
{
Goal temp = (Goal)ec.Entities[i];
Console.WriteLine("Roll-up details for goal: {0}", temp.Title);
Console.WriteLine("---------------");
Console.WriteLine("ComputedTargetAsOfTodayPercentageAchieved: {0}",
temp.ComputedTargetAsOfTodayPercentageAchieved);
Console.WriteLine("ComputedTargetAsOfTodayMoney: {0}",
temp.ComputedTargetAsOfTodayMoney.Value);
Console.WriteLine("<End of Listing>");
}
DeleteRequiredRecords(promptforDelete);
}
//</snippetUsingQueriesToTrackGoals1>
}
// 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;
}
}
/// <summary>
/// This method first connects to the Outlook service. Afterwards,
/// client information is retrieved and the client state is changed.
/// </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();
//<snippetRetrieveDataFilters1>
// Create and Retrieve Offline Filter
// In your Outlook client, this will appear in the System Filters tab
// under File | CRM | Synchronize | Outlook Filters.
Console.Write("Creating offline filter");
String contactName = String.Format("offlineFilteredContact {0}",
DateTime.Now.ToLongTimeString());
String fetchXml = String.Format("<fetch version=\"1.0\" output-format=\"xml-platform\" mapping=\"logical\"><entity name=\"contact\"><attribute name=\"contactid\" /><filter type=\"and\">" +
"<condition attribute=\"ownerid\" operator=\"eq-userid\" /><condition attribute=\"description\" operator=\"eq\" value=\"{0}\" />" +
"<condition attribute=\"statecode\" operator=\"eq\" value=\"0\" /></filter></entity></fetch>", contactName);
SavedQuery filter = new SavedQuery();
filter.FetchXml = fetchXml;
filter.IsQuickFindQuery = false;
filter.QueryType = SavedQueryQueryType.OfflineFilters;
filter.ReturnedTypeCode = Contact.EntityLogicalName;
filter.Name = "ReadOnlyFilter_" + contactName;
filter.Description = "Sample offline filter for Contact entity";
_offlineFilter = _serviceProxy.Create(filter);
Console.WriteLine(" and retrieving offline filter");
SavedQuery result = (SavedQuery)_serviceProxy.Retrieve(
SavedQuery.EntityLogicalName,
_offlineFilter,
new ColumnSet("name", "description"));
Console.WriteLine("Name: {0}", result.Name);
Console.WriteLine("Description: {0}", result.Description);
Console.WriteLine();
// Create and Retrieve Offline Template
// In your Outlook client, this will appear in the User Filters tab
// under File | CRM | Synchronize | Outlook Filters.
Console.Write("Creating offline template");
String accountName = String.Format("offlineFilteredAccount {0}",
DateTime.Now.ToLongTimeString());
fetchXml = String.Format("<fetch version=\"1.0\" output-format=\"xml-platform\" mapping=\"logical\"><entity name=\"account\"><attribute name=\"accountid\" /><filter type=\"and\">" +
"<condition attribute=\"ownerid\" operator=\"eq-userid\" /><condition attribute=\"name\" operator=\"eq\" value=\"{0}\" />" +
"<condition attribute=\"statecode\" operator=\"eq\" value=\"0\" /></filter></entity></fetch>", accountName);
SavedQuery template = new SavedQuery();
template.FetchXml = fetchXml;
template.IsQuickFindQuery = false;
template.QueryType = SavedQueryQueryType.OfflineTemplate;
template.ReturnedTypeCode = Account.EntityLogicalName;
template.Name = "ReadOnlyFilter_" + accountName;
template.Description = "Sample offline template for Account entity";
_offlineTemplate = _serviceProxy.Create(template);
Console.WriteLine(" and retrieving offline template");
result = (SavedQuery)_serviceProxy.Retrieve(
SavedQuery.EntityLogicalName,
_offlineTemplate,
new ColumnSet("name", "description"));
Console.WriteLine("Name: {0}", result.Name);
Console.WriteLine("Description: {0}", result.Description);
Console.WriteLine();
//</snippetRetrieveDataFilters1>
//<snippetRetrieveDataFilters2>
// Call InstantiateFiltersRequest
Console.WriteLine("Retrieving user's ID and creating the template collection");
WhoAmIRequest whoAmI = new WhoAmIRequest();
Guid id = ((WhoAmIResponse)_serviceProxy.Execute(whoAmI)).UserId;
EntityReferenceCollection templates = new EntityReferenceCollection();
templates.Add(new EntityReference(
SavedQuery.EntityLogicalName,
_offlineTemplate));
Console.WriteLine("Activating the selected offline templates for this user");
InstantiateFiltersRequest request = new InstantiateFiltersRequest
{
UserId = id,
TemplateCollection = templates
};
InstantiateFiltersResponse response =
(InstantiateFiltersResponse)_serviceProxy.Execute(request);
Console.WriteLine();
//</snippetRetrieveDataFilters2>
//<snippetRetrieveDataFilters3>
// Call ResetUserFiltersRequest
Console.WriteLine("Resetting the user's offline templates to the defaults");
ResetUserFiltersRequest resetRequest = new ResetUserFiltersRequest
{
QueryType = SavedQueryQueryType.OfflineFilters
};
ResetUserFiltersResponse resetResponse =
(ResetUserFiltersResponse)_serviceProxy.Execute(resetRequest);
Console.WriteLine();
//</snippetRetrieveDataFilters3>
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;
}
}
/// <summary>
/// This method first connects to the Organization service. Afterwards,
/// several actions on Goal records are executed.
/// </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
{
//<snippetRollupAllGoalsForCustomPeriodAgainstTargetRevenue1>
// 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();
// Create the revenue metric, setting the Amount Data Type to 'Money'
// and the Metric Type to 'Amount'.
Metric sampleMetric = new Metric()
{
Name = "Sample Revenue Metric",
AmountDataType = new OptionSetValue(0),
IsAmount = true,
};
_metricId = _serviceProxy.Create(sampleMetric);
Console.Write("Created revenue metric, ");
// Create first RollupField which targets the estimated values.
RollupField inProgress = new RollupField()
{
SourceEntity = Opportunity.EntityLogicalName,
SourceAttribute = "estimatedvalue",
GoalAttribute = "inprogressmoney",
SourceState = 0,
EntityForDateAttribute = Opportunity.EntityLogicalName,
DateAttribute = "estimatedclosedate",
MetricId = new EntityReference(Metric.EntityLogicalName, _metricId),
};
_inProgressId = _serviceProxy.Create(inProgress);
Console.Write("created in-progress RollupField, ");
// Create second RollupField which targets the actual values.
RollupField actual = new RollupField()
{
SourceEntity = Opportunity.EntityLogicalName,
SourceAttribute = "actualvalue",
GoalAttribute = "actualmoney",
SourceState = 1,
EntityForDateAttribute = Opportunity.EntityLogicalName,
DateAttribute = "actualclosedate",
MetricId = new EntityReference(Metric.EntityLogicalName, _metricId)
};
_actualId = _serviceProxy.Create(actual);
Console.Write("created actual revenue RollupField, ");
// Create the goal rollup queries.
// Note: Formatting the FetchXml onto multiple lines in the following
// rollup queries causes the lenth property to be greater than 1,000
// chars and will cause an exception.
// The first query locates opportunities in the first sales
// representative's area (zip code: 60661).
GoalRollupQuery goalRollupQuery = new GoalRollupQuery()
{
Name = "First Example Goal Rollup Query",
QueryEntityType = Opportunity.EntityLogicalName,
FetchXml = @"<fetch version=""1.0"" output-format=""xml-platform"" mapping=""logical"" distinct=""false""><entity name=""opportunity""><attribute name=""totalamount""/><attribute name=""name""/><attribute name=""customerid""/><attribute name=""estimatedvalue""/><attribute name=""statuscode""/><attribute name=""opportunityid""/><order attribute=""name"" descending=""false""/><link-entity name=""account"" from=""accountid"" to=""customerid"" alias=""aa""><filter type=""and""><condition attribute=""address1_postalcode"" operator=""eq"" value=""60661""/></filter></link-entity></entity></fetch>"
};
_rollupQueryIds.Add(_serviceProxy.Create(goalRollupQuery));
Console.Write("created first rollup query for zip code 60661, ");
// The second query locates opportunities in the second sales
// representative's area (zip code: 99999).
goalRollupQuery = new GoalRollupQuery()
{
Name = "Second Example Goal Rollup Query",
QueryEntityType = Opportunity.EntityLogicalName,
FetchXml = @"<fetch version=""1.0"" output-format=""xml-platform"" mapping=""logical"" distinct=""false""><entity name=""opportunity""><attribute name=""totalamount""/><attribute name=""customerid""/><attribute name=""estimatedvalue""/><attribute name=""statuscode""/><attribute name=""opportunityid""/><order attribute=""name"" descending=""false""/><link-entity name=""account"" from=""accountid"" to=""customerid"" alias=""aa""><filter type=""and""><condition attribute=""address1_postalcode"" operator=""eq"" value=""99999""/></filter></link-entity></entity></fetch>"
};
_rollupQueryIds.Add(_serviceProxy.Create(goalRollupQuery));
Console.WriteLine("created second rollup query for zip code 99999.");
Console.WriteLine();
// Create three goals: one parent goal and two child goals.
Goal parentGoal = new Goal()
{
Title = "Parent Goal Example",
RollupOnlyFromChildGoals = true,
ConsiderOnlyGoalOwnersRecords = true,
TargetMoney = new Money(300.0M),
IsFiscalPeriodGoal = false,
MetricId = new EntityReference
{
Id = _metricId,
LogicalName = Metric.EntityLogicalName
},
GoalOwnerId = new EntityReference
{
Id = _salesManagerId,
LogicalName = SystemUser.EntityLogicalName
},
OwnerId = new EntityReference
{
Id = _salesManagerId,
LogicalName = SystemUser.EntityLogicalName
},
GoalStartDate = DateTime.Today.AddDays(-1),
GoalEndDate = DateTime.Today.AddDays(30)
};
_parentGoalId = _serviceProxy.Create(parentGoal);
Console.WriteLine("Created parent goal");
Console.WriteLine("-------------------");
Console.WriteLine("Target: {0}", parentGoal.TargetMoney.Value);
Console.WriteLine("Goal owner: {0}", parentGoal.GoalOwnerId.Id);
Console.WriteLine("Goal Start Date: {0}", parentGoal.GoalStartDate);
Console.WriteLine("Goal End Date: {0}", parentGoal.GoalEndDate);
Console.WriteLine("<End of Listing>");
Console.WriteLine();
Goal firstChildGoal = new Goal()
{
Title = "First Child Goal Example",
ConsiderOnlyGoalOwnersRecords = true,
TargetMoney = new Money(100.0M),
IsFiscalPeriodGoal = false,
MetricId = new EntityReference
{
Id = _metricId,
LogicalName = Metric.EntityLogicalName
},
ParentGoalId = new EntityReference
{
Id = _parentGoalId,
LogicalName = Goal.EntityLogicalName
},
GoalOwnerId = new EntityReference
{
Id = _salesRepresentativeIds[0],
LogicalName = SystemUser.EntityLogicalName
},
OwnerId = new EntityReference
{
Id = _salesManagerId,
LogicalName = SystemUser.EntityLogicalName
},
RollUpQueryActualMoneyId = new EntityReference
{
Id = _rollupQueryIds[0],
LogicalName = GoalRollupQuery.EntityLogicalName
},
GoalStartDate = DateTime.Today.AddDays(-1),
GoalEndDate = DateTime.Today.AddDays(30)
};
_firstChildGoalId = _serviceProxy.Create(firstChildGoal);
Console.WriteLine("First child goal");
Console.WriteLine("----------------");
Console.WriteLine("Target: {0}", firstChildGoal.TargetMoney.Value);
Console.WriteLine("Goal owner: {0}", firstChildGoal.GoalOwnerId.Id);
Console.WriteLine("Goal Start Date: {0}", firstChildGoal.GoalStartDate);
Console.WriteLine("Goal End Date: {0}", firstChildGoal.GoalEndDate);
Console.WriteLine();
Goal secondChildGoal = new Goal()
{
Title = "Second Child Goal Example",
ConsiderOnlyGoalOwnersRecords = true,
TargetMoney = new Money(200.0M),
IsFiscalPeriodGoal = false,
MetricId = new EntityReference
{
Id = _metricId,
LogicalName = Metric.EntityLogicalName
},
ParentGoalId = new EntityReference
{
Id = _parentGoalId,
LogicalName = Goal.EntityLogicalName
},
GoalOwnerId = new EntityReference
{
Id = _salesRepresentativeIds[1],
LogicalName = SystemUser.EntityLogicalName
},
OwnerId = new EntityReference
{
Id = _salesManagerId,
LogicalName = SystemUser.EntityLogicalName
},
RollUpQueryActualMoneyId = new EntityReference
{
Id = _rollupQueryIds[1],
LogicalName = GoalRollupQuery.EntityLogicalName
},
GoalStartDate = DateTime.Today.AddDays(-1),
GoalEndDate = DateTime.Today.AddDays(30)
};
_secondChildGoalId = _serviceProxy.Create(secondChildGoal);
Console.WriteLine("Second child goal");
Console.WriteLine("-----------------");
Console.WriteLine("Target: {0}", secondChildGoal.TargetMoney.Value);
Console.WriteLine("Goal owner: {0}", secondChildGoal.GoalOwnerId.Id);
Console.WriteLine("Goal Start Date: {0}", secondChildGoal.GoalStartDate);
Console.WriteLine("Goal End Date: {0}", secondChildGoal.GoalEndDate);
Console.WriteLine();
// <snippetRecalculate1>
// Calculate roll-up of goals.
RecalculateRequest recalculateRequest = new RecalculateRequest()
{
Target = new EntityReference(Goal.EntityLogicalName, _parentGoalId)
};
_serviceProxy.Execute(recalculateRequest);
//</snippetRecalculate1>
Console.WriteLine("Calculated roll-up of goals.");
// Retrieve and report 3 different computed values for the goals
// - Percentage
// - ComputedTargetAsOfTodayPercentageAchieved
// - ComputedTargetAsOfTodayMoney
QueryExpression retrieveValues = new QueryExpression()
{
EntityName = Goal.EntityLogicalName,
ColumnSet = new ColumnSet(
"title",
"percentage",
"computedtargetasoftodaypercentageachieved",
"computedtargetasoftodaymoney")
};
EntityCollection ec = _serviceProxy.RetrieveMultiple(retrieveValues);
// Compute and display the results
for (int i = 0; i < ec.Entities.Count; i++)
{
Goal temp = (Goal)ec.Entities[i];
Console.WriteLine("Roll-up details for goal: {0}", temp.Title);
Console.WriteLine("---------------");
Console.WriteLine("Percentage: {0}", temp.Percentage);
Console.WriteLine("ComputedTargetAsOfTodayPercentageAchieved: {0}",
temp.ComputedTargetAsOfTodayPercentageAchieved);
Console.WriteLine("ComputedTargetAsOfTodayMoney: {0}",
temp.ComputedTargetAsOfTodayMoney.Value);
Console.WriteLine("<End of Listing>");
}
DeleteRequiredRecords(promptforDelete);
}
//</snippetRollupAllGoalsForCustomPeriodAgainstTargetRevenue1>
}
// 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;
}
}
/// <summary>
/// This method first connects to the Organization service. Afterwards,
/// a goal is created specifying the target count. The goal is then
/// rolled up, the actual and in-progress values are overridden and finally the
/// goal is closed.
/// </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
{
//<snippetOverrideGoalTotalCount1>
// 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();
// Create the count metric, setting the Metric Type to 'Count' by
// setting IsAmount to false.
Metric sampleMetric = new Metric()
{
Name = "Sample Count Metric",
IsAmount = false,
};
_metricId = _serviceProxy.Create(sampleMetric);
sampleMetric.Id = _metricId;
Console.Write("Created phone call metric, ");
#region Create RollupFields
// Create RollupField which targets completed (received) phone calls.
RollupField actual = new RollupField()
{
SourceEntity = PhoneCall.EntityLogicalName,
GoalAttribute = "actualinteger",
SourceState = 1,
SourceStatus = 4,
EntityForDateAttribute = PhoneCall.EntityLogicalName,
DateAttribute = "actualend",
MetricId = sampleMetric.ToEntityReference()
};
_actualId = _serviceProxy.Create(actual);
Console.Write("created actual revenue RollupField, ");
// Create RollupField which targets open (in-progress) phone calls.
RollupField inprogress = new RollupField()
{
SourceEntity = PhoneCall.EntityLogicalName,
GoalAttribute = "inprogressinteger",
SourceState = 0,
EntityForDateAttribute = PhoneCall.EntityLogicalName,
DateAttribute = "createdon",
MetricId = sampleMetric.ToEntityReference()
};
_inprogressId = _serviceProxy.Create(inprogress);
Console.Write("created in-progress revenue RollupField, ");
#endregion
#region Create the goal rollup queries
// Note: Formatting the FetchXml onto multiple lines in the following
// rollup queries causes the length property to be greater than 1,000
// chars and will cause an exception.
// The following query locates closed incoming phone calls.
GoalRollupQuery goalRollupQuery = new GoalRollupQuery()
{
Name = "Example Goal Rollup Query - Actual",
QueryEntityType = PhoneCall.EntityLogicalName,
FetchXml = @"<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'><entity name='phonecall'><attribute name='subject'/><attribute name='statecode'/><attribute name='prioritycode'/><attribute name='scheduledend'/><attribute name='createdby'/><attribute name='regardingobjectid'/><attribute name='activityid'/><order attribute='subject' descending='false'/><filter type='and'><condition attribute='directioncode' operator='eq' value='0'/><condition attribute='statecode' operator='eq' value='1' /></filter></entity></fetch>"
};
_rollupQueryIds.Add(_serviceProxy.Create(goalRollupQuery));
goalRollupQuery.Id = _rollupQueryIds[0];
// The following query locates open incoming phone calls.
GoalRollupQuery inProgressGoalRollupQuery = new GoalRollupQuery()
{
Name = "Example Goal Rollup Query - InProgress",
QueryEntityType = PhoneCall.EntityLogicalName,
FetchXml = @"<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'><entity name='phonecall'><attribute name='subject'/><attribute name='statecode'/><attribute name='prioritycode'/><attribute name='scheduledend'/><attribute name='createdby'/><attribute name='regardingobjectid'/><attribute name='activityid'/><order attribute='subject' descending='false'/><filter type='and'><condition attribute='directioncode' operator='eq' value='0'/><condition attribute='statecode' operator='eq' value='0' /></filter></entity></fetch>"
};
_rollupQueryIds.Add(_serviceProxy.Create(inProgressGoalRollupQuery));
inProgressGoalRollupQuery.Id = _rollupQueryIds[1];
Console.Write("created rollup queries for incoming phone calls.\n");
Console.WriteLine();
#endregion
#region Create a goal to track the open incoming phone calls.
// Create the goal.
Goal goal = new Goal()
{
Title = "Sample Goal",
RollupOnlyFromChildGoals = false,
ConsiderOnlyGoalOwnersRecords = false,
TargetInteger = 5,
RollupQueryActualIntegerId = goalRollupQuery.ToEntityReference(),
RollUpQueryInprogressIntegerId =
inProgressGoalRollupQuery.ToEntityReference(),
IsFiscalPeriodGoal = false,
MetricId = sampleMetric.ToEntityReference(),
GoalOwnerId = new EntityReference
{
Id = _salesManagerId,
LogicalName = SystemUser.EntityLogicalName
},
OwnerId = new EntityReference
{
Id = _salesManagerId,
LogicalName = SystemUser.EntityLogicalName
},
GoalStartDate = DateTime.Today.AddDays(-1),
GoalEndDate = DateTime.Today.AddDays(30)
};
_goalId = _serviceProxy.Create(goal);
goal.Id = _goalId;
Console.WriteLine("Created goal");
Console.WriteLine("-------------------");
Console.WriteLine("Target: {0}", goal.TargetInteger.Value);
Console.WriteLine("Goal owner: {0}", goal.GoalOwnerId.Id);
Console.WriteLine("Goal Start Date: {0}", goal.GoalStartDate);
Console.WriteLine("Goal End Date: {0}", goal.GoalEndDate);
Console.WriteLine("<End of Listing>");
Console.WriteLine();
#endregion
#region Calculate rollup and display result
// Calculate roll-up of the goal.
RecalculateRequest recalculateRequest = new RecalculateRequest()
{
Target = goal.ToEntityReference()
};
_serviceProxy.Execute(recalculateRequest);
Console.WriteLine("Calculated roll-up of goal.");
Console.WriteLine();
// Retrieve and report 3 different computed values for the goal
// - Percentage
// - Actual (Integer)
// - In-Progress (Integer)
QueryExpression retrieveValues = new QueryExpression()
{
EntityName = Goal.EntityLogicalName,
ColumnSet = new ColumnSet(
"title",
"percentage",
"actualinteger",
"inprogressinteger")
};
EntityCollection ec = _serviceProxy.RetrieveMultiple(retrieveValues);
// Compute and display the results.
for (int i = 0; i < ec.Entities.Count; i++)
{
Goal temp = (Goal)ec.Entities[i];
Console.WriteLine("Roll-up details for goal: {0}", temp.Title);
Console.WriteLine("---------------");
Console.WriteLine("Percentage Achieved: {0}",
temp.Percentage);
Console.WriteLine("Actual (Integer): {0}",
temp.ActualInteger.Value);
Console.WriteLine("In-Progress (Integer): {0}",
temp.InProgressInteger.Value);
Console.WriteLine("<End of Listing>");
}
Console.WriteLine();
#endregion
#region Update goal to override the actual rollup value
// Override the actual and in-progress values of the goal.
// To prevent rollup values to be overwritten during next Recalculate operation,
// set: goal.IsOverridden = true;
goal.IsOverride = true;
goal.ActualInteger = 10;
goal.InProgressInteger = 5;
// Update the goal.
UpdateRequest update = new UpdateRequest()
{
Target = goal
};
_serviceProxy.Execute(update);
Console.WriteLine("Goal actual and in-progress values overridden.");
Console.WriteLine();
#endregion
#region Retrieve result of manual override
// Retrieve and report 3 different computed values for the goal
// - Percentage
// - Actual (Integer)
// - In-Progress (Integer)
retrieveValues = new QueryExpression()
{
EntityName = Goal.EntityLogicalName,
ColumnSet = new ColumnSet(
"title",
"percentage",
"actualinteger",
"inprogressinteger")
};
ec = _serviceProxy.RetrieveMultiple(retrieveValues);
// Compute and display the results.
for (int i = 0; i < ec.Entities.Count; i++)
{
Goal temp = (Goal)ec.Entities[i];
Console.WriteLine("Roll-up details for goal: {0}", temp.Title);
Console.WriteLine("---------------");
Console.WriteLine("Percentage Achieved: {0}",
temp.Percentage);
Console.WriteLine("Actual (Integer): {0}",
temp.ActualInteger.Value);
Console.WriteLine("In-Progress (Integer): {0}",
temp.InProgressInteger.Value);
Console.WriteLine("<End of Listing>");
}
Console.WriteLine();
#endregion
#region Close the goal
// Close the goal.
SetStateRequest closeGoal = new SetStateRequest()
{
EntityMoniker = goal.ToEntityReference(),
State = new OptionSetValue(1),
Status = new OptionSetValue(1)
};
Console.WriteLine("Goal closed.");
#endregion
DeleteRequiredRecords(promptforDelete);
}
//</snippetOverrideGoalTotalCount1>
}
// 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;
}
}
/// <summary>
/// Create and configure the organization service proxy.
/// Initiate creating all entity records that this sample requires.
/// Create a bundle record.
/// Add products to a bundle.
/// Optionally delete any entity records that were created for this sample.
/// </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 = ServerConnection.GetOrganizationProxy(serverConfig))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
// Call the method to create any data that this sample requires.
CreateRequiredRecords();
//<snippetAddProductstoBundle1>
// Add products to a bundle
ProductAssociation newAssociation1 = new ProductAssociation
{
AssociatedProduct = new EntityReference(Product.EntityLogicalName, _product1Id),
ProductId = new EntityReference(Product.EntityLogicalName, _bundleId),
Quantity = new decimal(15),
ProductIsRequired = new OptionSetValue(0), // Adding this as an optional product
UoMId = new EntityReference(UoM.EntityLogicalName, unit.Id)
};
_product1AssociationId = _serviceProxy.Create(newAssociation1);
ProductAssociation newAssociation2 = new ProductAssociation
{
AssociatedProduct = new EntityReference(Product.EntityLogicalName, _product2Id),
ProductId = new EntityReference(Product.EntityLogicalName, _bundleId),
Quantity = new decimal(20),
ProductIsRequired = new OptionSetValue(1), // Adding this as a mandatory product
UoMId = new EntityReference(UoM.EntityLogicalName, unit.Id),
};
_product2AssociationId = _serviceProxy.Create(newAssociation2);
// Verify if the product association is created
if ((_product1AssociationId != null) && (_product1AssociationId != null))
{
Console.WriteLine("\nAdded both the products to the bundle");
}
//</snippetAddProductstoBundle1>
DeleteRequiredRecords(promptForDelete);
}
}
catch
{
// You can handle an exception here or pass it back to the calling method.
throw;
}
}
/// <summary>
/// This method first connects to the Organization service. Afterwards,
/// an annotation is created, uploaded, then finally downloaded.
/// </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
{
//<snippetUploadAndDownloadAttachment1>
// 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();
#region Create and Upload annotation attachment
// Instantiate an Annotation object.
// See the Entity Metadata topic in the SDK documentation to determine
// which attributes must be set for each entity.
Annotation setupAnnotation = new Annotation()
{
Subject = "Example Annotation",
FileName = "ExampleAnnotationAttachment.txt",
DocumentBody = Convert.ToBase64String(
new UnicodeEncoding().GetBytes("Sample Annotation Text")),
MimeType = "text/plain"
};
// Create the Annotation object.
_annotationId = _serviceProxy.Create(setupAnnotation);
Console.Write("{0} created with an attachment", setupAnnotation.Subject);
#endregion Create and Upload annotation attachment
#region Download attachment from annotation record
// Define columns to retrieve from the annotation record.
ColumnSet cols = new ColumnSet("filename", "documentbody");
// Retrieve the annotation record.
Annotation retrievedAnnotation =
(Annotation)_serviceProxy.Retrieve("annotation", _annotationId, cols);
Console.WriteLine(", and retrieved.");
_fileName = retrievedAnnotation.FileName;
// Download the attachment in the current execution folder.
using (FileStream fileStream = new FileStream(retrievedAnnotation.FileName, FileMode.OpenOrCreate))
{
byte[] fileContent = Convert.FromBase64String(retrievedAnnotation.DocumentBody);
fileStream.Write(fileContent, 0, fileContent.Length);
}
Console.WriteLine("Attachment downloaded.");
#endregion Download attachment from annotation record
DeleteRequiredRecords(promptforDelete);
}
//</snippetUploadAndDownloadAttachment1>
}
// 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;
}
}
/// <summary>
/// Convert a fax to a task.
/// <param name="serverConfig">Contains server connection information.</param>
/// <param name="promptforDelete">When True, the user will be prompted to delete all
/// created entities.</param>
/// </summary>
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();
// Call the method to create any data that this sample requires.
CreateRequiredRecords();
//<snippetConvertFaxToTask1>
// Retrieve the fax.
Fax retrievedFax = (Fax)_serviceProxy.Retrieve(Fax.EntityLogicalName, _faxId, new ColumnSet(true));
// Create a task.
Task task = new Task()
{
Subject = "Follow Up: " + retrievedFax.Subject,
ScheduledEnd = retrievedFax.CreatedOn.Value.AddDays(7),
};
_taskId = _serviceProxy.Create(task);
// Verify that the task has been created
if (_taskId != Guid.Empty)
{
Console.WriteLine("Created a task for the fax: '{0}'.", task.Subject);
}
//</snippetConvertFaxToTask1>
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;
}
}
private static Guid CreateSystemUser(String userName, String firstName,
String lastName, String domain, String roleStr,
OrganizationServiceProxy serviceProxy, ref String ldapPath)
{
CreateADAccount(userName, firstName, lastName, serviceProxy, ref ldapPath);
// Retrieve the default business unit needed to create the user.
QueryExpression businessUnitQuery = new QueryExpression
{
EntityName = BusinessUnit.EntityLogicalName,
ColumnSet = new ColumnSet("businessunitid"),
Criteria =
{
Conditions =
{
new ConditionExpression("parentbusinessunitid",
ConditionOperator.Null)
}
}
};
BusinessUnit defaultBusinessUnit = serviceProxy.RetrieveMultiple(
businessUnitQuery).Entities[0].ToEntity<BusinessUnit>();
//Create a new system user.
SystemUser user = new SystemUser
{
DomainName = domain + userName,
FirstName = firstName,
LastName = lastName,
BusinessUnitId = new EntityReference
{
LogicalName = BusinessUnit.EntityLogicalName,
Name = BusinessUnit.EntityLogicalName,
Id = defaultBusinessUnit.Id
}
};
Guid userId = serviceProxy.Create(user);
if (!String.IsNullOrWhiteSpace(roleStr))
{
// Retrieve the specified security role.
Role role = RetrieveRoleByName(serviceProxy, roleStr);
// Assign the security role to the newly created Microsoft Dynamics CRM user.
AssociateRequest associate = new AssociateRequest()
{
Target = new EntityReference(SystemUser.EntityLogicalName, userId),
RelatedEntities = new EntityReferenceCollection()
{
new EntityReference(Role.EntityLogicalName, role.Id),
},
Relationship = new Relationship("systemuserroles_association")
};
serviceProxy.Execute(associate);
}
return userId;
}
/// <summary>
/// Create and configure the organization service proxy.
/// Initiate the method to create any data that this sample requires.
/// Delete a new queue instance.
/// Optionally delete any entity records that were created for this sample.
/// </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();
// Call the method to create any data that this sample requires.
CreateRequiredRecords();
#region Run a QC with marketing list as input
//<snippetQuickCampaign1>
List newList = new List()
{
ListName = "TestList",
CreatedFromCode = new OptionSetValue((int)ListCreatedFromCode.Account)
};
_newListId = _serviceProxy.Create(newList);
for (int j = 0; j < 5; j++)
{
AddMemberListRequest addMemberListRequest = new AddMemberListRequest();
addMemberListRequest.EntityId = _accountIdArray[j];
addMemberListRequest.ListId = _newListId;
AddMemberListResponse addMemberListResponse =
_serviceProxy.Execute(addMemberListRequest) as AddMemberListResponse;
}
Guid BOId = CreateAndRetrieveQuickCampaignForMarketingList(
_templateLetterActivity,
_newListId,
PropagationOwnershipOptions.ListMemberOwner,
true);
//</snippetQuickCampaign1>
#endregion
#region Run a QC with a list of accounts as input
// Construct a Query Expression(QE) which specifies which records QC should include
QueryExpression query = new QueryExpression("account");
query.ColumnSet = new ColumnSet("accountid");
query.Criteria = new FilterExpression();
FilterExpression filter = query.Criteria.AddFilter(LogicalOperator.Or);
for (int j = 0; j < 5; j++)
{
filter.AddCondition("accountid", ConditionOperator.Equal, _accountIdArray[j]);
}
_qcBOId = CreateAndRetrieveQuickCampaignForQueryExpression(
_templateEmailActivity,
query,
PropagationOwnershipOptions.ListMemberOwner,
true);
#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;
}
}
/// <summary>
/// This method first connects to the Organization service. Afterwards,
/// basic create, retrieve, update, and delete entity operations are performed.
/// </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
{
//<snippetCRUDOperations1>
// 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();
// Instantiate an account object.
// See the Entity Metadata topic in the SDK documentation to determine
// which attributes must be set for each entity.
Account account = new Account { Name = "Fourth Coffee" };
// Create an account record named Fourth Coffee.
_accountId = _serviceProxy.Create(account);
Console.Write("{0} {1} created, ", account.LogicalName, account.Name);
// Retrieve the account containing several of its attributes.
ColumnSet cols = new ColumnSet(
new String[] { "name", "address1_postalcode", "lastusedincampaign", "versionnumber" });
Account retrievedAccount = (Account)_serviceProxy.Retrieve("account", _accountId, cols);
Console.Write("retrieved ");
// Retrieve version number of the account. Shows BigInt attribute usage.
long? versionNumber = retrievedAccount.VersionNumber;
if (versionNumber != null)
Console.WriteLine("version # {0}, ", versionNumber);
// Update the postal code attribute.
retrievedAccount.Address1_PostalCode = "98052";
// The address 2 postal code was set accidentally, so set it to null.
retrievedAccount.Address2_PostalCode = null;
// Shows usage of option set (picklist) enumerations defined in OptionSets.cs.
retrievedAccount.Address1_AddressTypeCode = new OptionSetValue((int)AccountAddress1_AddressTypeCode.Primary);
retrievedAccount.Address1_ShippingMethodCode = new OptionSetValue((int)AccountAddress1_ShippingMethodCode.DHL);
retrievedAccount.IndustryCode = new OptionSetValue((int)AccountIndustryCode.AgricultureandNonpetrolNaturalResourceExtraction);
// Shows use of a Money value.
retrievedAccount.Revenue = new Money(5000000);
// Shows use of a Boolean value.
retrievedAccount.CreditOnHold = false;
// Shows use of EntityReference.
retrievedAccount.ParentAccountId = new EntityReference(Account.EntityLogicalName, _parentAccountId);
// Shows use of Memo attribute.
retrievedAccount.Description = "Account for Fourth Coffee.";
// Update the account record.
_serviceProxy.Update(retrievedAccount);
Console.WriteLine("and updated.");
DeleteRequiredRecords(promptforDelete);
}
//</snippetCRUDOperations1>
}
// 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;
}
}
/// <summary>
/// This method first creates XAML to define the custom workflow. Afterwards,
/// it creates the workflow record with this XAML and then activates it.
/// </summary>
/// <remarks>
/// Visit http://msdn.microsoft.com/en-us/library/gg309458.aspx
/// for instructions on enabling XAML workflows on the Microsoft Dynamics CRM server.
/// </remarks>
/// <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 Create XAML
// Define the workflow XAML.
string xamlWF;
xamlWF = @"<?xml version=""1.0"" encoding=""utf-16""?>
<Activity x:Class=""SampleWF""
xmlns=""http://schemas.microsoft.com/netfx/2009/xaml/activities""
xmlns:mva=""clr-namespace:Microsoft.VisualBasic.Activities;assembly=System.Activities, Version=4.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35""
xmlns:mxs=""clr-namespace:Microsoft.Xrm.Sdk;assembly=Microsoft.Xrm.Sdk, Version=5.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35""
xmlns:mxswa=""clr-namespace:Microsoft.Xrm.Sdk.Workflow.Activities;assembly=Microsoft.Xrm.Sdk.Workflow, Version=5.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35""
xmlns:s=""clr-namespace:System;assembly=mscorlib, Version=4.0.0.0, Culture=neutral, PublicKeyToken=b77a5c561934e089""
xmlns:scg=""clr-namespace:System.Collections.Generic;assembly=mscorlib, Version=4.0.0.0, Culture=neutral, PublicKeyToken=b77a5c561934e089""
xmlns:srs=""clr-namespace:System.Runtime.Serialization;assembly=System.Runtime.Serialization, Version=4.0.0.0, Culture=neutral, PublicKeyToken=b77a5c561934e089""
xmlns:this=""clr-namespace:"" xmlns:x=""http://schemas.microsoft.com/winfx/2006/xaml"">
<x:Members>
<x:Property Name=""InputEntities"" Type=""InArgument(scg:IDictionary(x:String, mxs:Entity))"" />
<x:Property Name=""CreatedEntities"" Type=""InArgument(scg:IDictionary(x:String, mxs:Entity))"" />
</x:Members>
<this:SampleWF.InputEntities>
<InArgument x:TypeArguments=""scg:IDictionary(x:String, mxs:Entity)"" />
</this:SampleWF.InputEntities>
<this:SampleWF.CreatedEntities>
<InArgument x:TypeArguments=""scg:IDictionary(x:String, mxs:Entity)"" />
</this:SampleWF.CreatedEntities>
<mva:VisualBasic.Settings>Assembly references and imported namespaces for internal implementation</mva:VisualBasic.Settings>
<mxswa:Workflow>
<Sequence>
<Sequence.Variables>
<Variable x:TypeArguments=""x:Int32"" Default=""[40]"" Name=""probability_value"" />
<Variable x:TypeArguments=""mxs:Entity"" Default=""[CreatedEntities("primaryEntity#Temp")]"" Name=""CreatedEntity"" />
</Sequence.Variables>
<Assign x:TypeArguments=""mxs:Entity"" To=""[CreatedEntity]"" Value=""[New Entity("opportunity")]"" />
<Assign x:TypeArguments=""s:Guid"" To=""[CreatedEntity.Id]"" Value=""[InputEntities("primaryEntity").Id]"" />
<mxswa:SetEntityProperty Attribute=""closeprobability"" Entity=""[CreatedEntity]""
EntityName=""opportunity"" TargetType=""[Type.GetType("probability_value")]""
Value=""[probability_value]"">
</mxswa:SetEntityProperty>
<mxswa:UpdateEntity Entity=""[CreatedEntity]"" EntityName=""opportunity"" />
<Assign x:TypeArguments=""mxs:Entity"" To=""[InputEntities("primaryEntity")]"" Value=""[CreatedEntity]"" />
<Persist />
</Sequence>
</mxswa:Workflow>
</Activity>";
#endregion Create XAML
#region Create Workflow
//<snippetCreateAWorkflow1>
// Create an asynchronous workflow.
// The workflow should execute after a new opportunity is created.
Workflow workflow = new Workflow()
{
// These properties map to the New Process form settings in the web application.
Name = "Set closeprobability on opportunity create (async)",
Type = new OptionSetValue((int)WorkflowType.Definition),
Category = new OptionSetValue((int)WorkflowCategory.Workflow),
PrimaryEntity = Opportunity.EntityLogicalName,
Mode = new OptionSetValue((int)WorkflowMode.Background),
// Additional settings from the second New Process form.
Description = @"When an opportunity is created, this workflow" +
" sets the closeprobability field of the opportunity record to 40%.",
OnDemand = false,
Subprocess = false,
Scope = new OptionSetValue((int)WorkflowScope.User),
TriggerOnCreate = true,
AsyncAutoDelete = true,
Xaml = xamlWF,
// Other properties not in the web forms.
LanguageCode = 1033, // U.S. English
};
_workflowId = _serviceProxy.Create(workflow);
//</snippetCreateAWorkflow1>
Console.WriteLine("Created Workflow: " + workflow.Name);
#endregion Create Workflow
#region Activate Workflow
// Activate the workflow.
var activateRequest = new SetStateRequest
{
EntityMoniker = new EntityReference
(Workflow.EntityLogicalName, _workflowId),
State = new OptionSetValue((int)WorkflowState.Activated),
Status = new OptionSetValue((int)workflow_statuscode.Activated)
};
_serviceProxy.Execute(activateRequest);
Console.WriteLine("Activated Workflow: " + workflow.Name);
#endregion Activate Workflow
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;
}
}
/// <summary>
/// This method first connects to the Organization service. Afterwards,
/// it creates a system user account with a given active directory account.
/// Note: Creating a user is only supported in an on-premises/active directory environment.
/// </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
{
//<snippetCreateAUser1>
// Connect to the Organization service.
// The using statement assures that the service proxy is properly disposed.
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,
serverConfig.Credentials, serverConfig.DeviceCredentials))
{
_serviceProxy.EnableProxyTypes();
CreateRequiredRecords();
// Retrieve the default business unit needed to create the user.
QueryExpression businessUnitQuery = new QueryExpression
{
EntityName = BusinessUnit.EntityLogicalName,
ColumnSet = new ColumnSet("businessunitid"),
Criteria =
{
Conditions =
{
new ConditionExpression("parentbusinessunitid",
ConditionOperator.Null)
}
}
};
BusinessUnit defaultBusinessUnit = _serviceProxy.RetrieveMultiple(
businessUnitQuery).Entities[0].ToEntity<BusinessUnit>();
//Create a new system user.
SystemUser user = new SystemUser
{
DomainName = _domain + _userName,
FirstName = _firstName,
LastName = _lastName,
BusinessUnitId = new EntityReference
{
LogicalName = BusinessUnit.EntityLogicalName,
Name = BusinessUnit.EntityLogicalName,
Id = defaultBusinessUnit.Id
}
};
Guid userId = _serviceProxy.Create(user);
Console.WriteLine("Created a system user {0} for '{1}, {2}'", userId, _lastName, _firstName);
}
//</snippetCreateAUser1>
}
// 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;
}
}
/// <summary>
/// Create and configure the organization service proxy.
/// Create a recurring appointment.
/// Retrieve the recurring appointment.
/// Update the retrieved recurring appointment.
/// Optionally delete any entity records that were created for this sample.
/// </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();
//<snippetCRUDRecurringAppointment1>
// Define an anonymous type to define the possible recurrence pattern values.
var RecurrencePatternTypes = new
{
Daily = 0,
Weekly = 1,
Monthly = 2,
Yearly = 3
};
// Define an anonymous type to define the possible values for days
// of the week
var DayOfWeek = new
{
Sunday = 0x01,
Monday = 0x02,
Tuesday = 0x04,
Wednesday = 0x08,
Thursday = 0x10,
Friday = 0x20,
Saturday = 0x40
};
// Define an anonymous type to define the possible values
// for the recurrence rule pattern end type.
var RecurrenceRulePatternEndType = new
{
NoEndDate = 1,
Occurrences = 2,
PatternEndDate = 3
};
// Create a recurring appointment
RecurringAppointmentMaster newRecurringAppointment = new RecurringAppointmentMaster
{
Subject = "Sample Recurring Appointment",
StartTime = DateTime.Now.AddHours(1),
EndTime = DateTime.Now.AddHours(2),
RecurrencePatternType = new OptionSetValue(RecurrencePatternTypes.Weekly),
Interval = 1,
DaysOfWeekMask = DayOfWeek.Thursday,
PatternStartDate = DateTime.Today,
Occurrences = 10,
PatternEndType = new OptionSetValue(RecurrenceRulePatternEndType.Occurrences)
};
_recurringAppointmentMasterId = _serviceProxy.Create(newRecurringAppointment);
Console.WriteLine("Created {0}.", newRecurringAppointment.Subject);
// Retrieve the newly created recurring appointment
QueryExpression recurringAppointmentQuery = new QueryExpression
{
EntityName = RecurringAppointmentMaster.EntityLogicalName,
ColumnSet = new ColumnSet("subject"),
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression
{
AttributeName = "subject",
Operator = ConditionOperator.Equal,
Values = { "Sample Recurring Appointment" }
},
new ConditionExpression
{
AttributeName = "interval",
Operator = ConditionOperator.Equal,
Values = { 1 }
}
}
},
PageInfo = new PagingInfo
{
Count = 1,
PageNumber = 1
}
};
RecurringAppointmentMaster retrievedRecurringAppointment =
_serviceProxy.RetrieveMultiple(recurringAppointmentQuery).
Entities.Select(x => (RecurringAppointmentMaster)x).FirstOrDefault();
Console.WriteLine("Retrieved the recurring appointment.");
// Update the recurring appointment.
// Update the following for the retrieved recurring appointment series:
// 1. Update the subject.
// 2. Update the number of occurences to 5.
// 3. Update the appointment interval to 2.
retrievedRecurringAppointment.Subject = "Updated Recurring Appointment";
retrievedRecurringAppointment.Occurrences = 5;
retrievedRecurringAppointment.Interval = 2;
_serviceProxy.Update(retrievedRecurringAppointment);
Console.WriteLine("Updated the subject, occurrences, and interval of the recurring appointment.");
//</snippetCRUDRecurringAppointment1>
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;
}
}
/// <summary>
/// Create and configure the organization service proxy.
/// Create the connection role instances.
/// Associate the connection roles.
/// Optionally delete any entity records that were created for this sample.
/// </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();
// Create the Connection Role 1
ConnectionRole newConnectionRole1 = new ConnectionRole
{
Name = "Example Connection Role 1",
Category = new OptionSetValue((int)connectionrole_category.Business),
};
_connectionRole1Id = _serviceProxy.Create(newConnectionRole1);
Console.WriteLine("Created {0}.", newConnectionRole1.Name);
// Create a related Connection Role Object Type Code record for Account
ConnectionRoleObjectTypeCode newAccountConnectionRole1TypeCode
= new ConnectionRoleObjectTypeCode
{
ConnectionRoleId = new EntityReference(
ConnectionRole.EntityLogicalName, _connectionRole1Id),
AssociatedObjectTypeCode = Account.EntityLogicalName
};
_serviceProxy.Create(newAccountConnectionRole1TypeCode);
Console.WriteLine(
"Created a related Connection Role 1 Object Type Code record for Account."
);
// Create a related Connection Role Object Type Code record for Contact
ConnectionRoleObjectTypeCode newContactConnectionRole1TypeCode
= new ConnectionRoleObjectTypeCode
{
ConnectionRoleId = new EntityReference(
ConnectionRole.EntityLogicalName, _connectionRole1Id),
AssociatedObjectTypeCode = Contact.EntityLogicalName
};
_serviceProxy.Create(newContactConnectionRole1TypeCode);
Console.WriteLine(
"Created a related Connection Role 1 Object Type Code record for Contact."
);
// Create the Connection Role 2
ConnectionRole newConnectionRole2 = new ConnectionRole
{
Name = "Example Connection Role 2",
Category = new OptionSetValue((int)connectionrole_category.Business),
};
_connectionRole2Id = _serviceProxy.Create(newConnectionRole2);
Console.WriteLine("Created {0}.", newConnectionRole2.Name);
// Create a related Connection Role 2 Object Type Code record for Account
ConnectionRoleObjectTypeCode newAccountConnectionRole2TypeCode
= new ConnectionRoleObjectTypeCode
{
ConnectionRoleId = new EntityReference(
ConnectionRole.EntityLogicalName, _connectionRole2Id),
AssociatedObjectTypeCode = Account.EntityLogicalName
};
_serviceProxy.Create(newAccountConnectionRole2TypeCode);
Console.WriteLine(
"Created a related Connection Role 2 Object Type Code record for Account."
);
// Create a related Connection Role 2 Object Type Code record for Contact
ConnectionRoleObjectTypeCode newContactConnectionRole2TypeCode
= new ConnectionRoleObjectTypeCode
{
ConnectionRoleId = new EntityReference(
ConnectionRole.EntityLogicalName, _connectionRole2Id),
AssociatedObjectTypeCode = Contact.EntityLogicalName
};
_serviceProxy.Create(newContactConnectionRole2TypeCode);
Console.WriteLine(
"Created a related Connection Role 2 Object Type Code record for Contact."
);
//<snippetAssociateReciprocalConnectionRoles>
// Associate the connection roles
AssociateRequest associateConnectionRoles = new AssociateRequest
{
Target = new EntityReference(ConnectionRole.EntityLogicalName,
_connectionRole1Id),
RelatedEntities = new EntityReferenceCollection()
{
new EntityReference(ConnectionRole.EntityLogicalName,
_connectionRole2Id)
},
// The name of the relationship connection role association
// relationship in MS CRM
Relationship = new Relationship()
{
PrimaryEntityRole = EntityRole.Referencing, // Referencing or Referenced based on N:1 or 1:N reflexive relationship.
SchemaName = "connectionroleassociation_association"
}
};
_serviceProxy.Execute(associateConnectionRoles);
Console.WriteLine("Associated the connection roles.");
//</snippetAssociateReciprocalConnectionRoles>
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;
}
}
/// <summary>
/// This method first connects to the Organization service. Afterwards,
/// a Contract Template and several Contracts are created, demonstrating how to
/// create and work with the Contract entity.
/// </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
{
//<snippetWorkingWithContracts1>
// 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 Create Contract Template
// First, attempt to retrieve the Contract Template. Otherwise,
// create the template.
QueryExpression templateQuery = new QueryExpression()
{
EntityName = ContractTemplate.EntityLogicalName,
ColumnSet = new ColumnSet("contracttemplateid"),
Criteria =
{
Conditions =
{
new ConditionExpression("abbreviation", ConditionOperator.Equal, "SCT")
}
}
};
EntityCollection ec = _serviceProxy.RetrieveMultiple(templateQuery);
if (ec.Entities.Count > 0)
{
_contractTemplateId = ec.Entities[0].Id;
Console.Write("Template retrieved, ");
}
else
{
ContractTemplate contractTemplate = new ContractTemplate()
{
Name = "Sample Contract Template",
BillingFrequencyCode = new OptionSetValue((int)ContractTemplateBillingFrequencyCode.Monthly),
Abbreviation = "SCT",
AllotmentTypeCode = new OptionSetValue((int)ContractTemplateAllotmentTypeCode.NumberofCases),
EffectivityCalendar =
"--------+++++++++---------------+++++++++---------------+++++++++---------------+++++++++---------------+++++++++-------------------------------------------------------"
};
_contractTemplateId = _serviceProxy.Create(contractTemplate);
Console.Write("Template created, ");
}
#endregion
#region Create Contract
// Create a Contract from the Contract Template.
Contract contract = new Contract()
{
Title = "Sample Contract",
ContractTemplateId = new EntityReference
{
Id = _contractTemplateId,
LogicalName = ContractTemplate.EntityLogicalName
},
CustomerId = new EntityReference
{
Id = _accountId,
LogicalName = Account.EntityLogicalName
},
BillingCustomerId = new EntityReference
{
Id = _accountId,
LogicalName = Account.EntityLogicalName
},
ActiveOn = new DateTime(2015, 1, 1),
ExpiresOn = new DateTime(2020, 1, 1),
BillingStartOn = new DateTime(2015, 1, 1),
BillingEndOn = new DateTime(2020, 1, 1)
};
_contractId = _serviceProxy.Create(contract);
Console.Write("parent contract created, ");
// Create a contract line item.
ContractDetail contractLineItem = new ContractDetail()
{
Title = "Sample Contract Line Item",
ContractId = new EntityReference
{
Id = _contractId,
LogicalName = Contract.EntityLogicalName
},
CustomerId = new EntityReference
{
Id = _accountId,
LogicalName = Account.EntityLogicalName
},
ActiveOn = new DateTime(2015, 1, 1),
ExpiresOn = new DateTime(2020, 1, 1),
Price = new Money(20.0M),
TotalAllotments = 20
};
_serviceProxy.Create(contractLineItem);
Console.Write("contract line attached, ");
#endregion
#region Clone contract twice
//<snippetCloneContract>
// Create the first clone of the contract.
CloneContractRequest cloneRequest = new CloneContractRequest()
{
ContractId = _contractId,
IncludeCanceledLines = false
};
CloneContractResponse cloneResponse =
(CloneContractResponse)_serviceProxy.Execute(cloneRequest);
_firstCloneId = ((Contract)cloneResponse.Entity).ContractId.Value;
//</snippetCloneContract>
Console.Write("first clone created, ");
// Create the second clone of the contract.
cloneRequest = new CloneContractRequest()
{
ContractId = _contractId,
IncludeCanceledLines = true
};
cloneResponse =
(CloneContractResponse)_serviceProxy.Execute(cloneRequest);
_secondCloneId = ((Contract)cloneResponse.Entity).ContractId.Value;
Console.Write("second clone created. \n");
// Retrieve all Contracts.
QueryExpression contractQuery = new QueryExpression()
{
EntityName = Contract.EntityLogicalName,
ColumnSet = new ColumnSet("contractid"),
Criteria =
{
Conditions =
{
new ConditionExpression("customerid", ConditionOperator.Equal, _accountId)
}
}
};
EntityCollection contracts = _serviceProxy.RetrieveMultiple(contractQuery);
// Display the retrieved Contract Ids.
for (int i = 0; i < contracts.Entities.Count; i++)
{
Console.WriteLine("Retrieved contract with Id: {0}",
((Contract)contracts.Entities[i]).ContractId);
}
#endregion
#region Deactivate a cloned contract
// In order to deactivate a contract (put it on hold), it is first
// necessary to invoice the contract.
SetStateRequest setStateRequest = new SetStateRequest()
{
EntityMoniker = new EntityReference
{
Id = _firstCloneId,
LogicalName = Contract.EntityLogicalName
},
State = new OptionSetValue((int)ContractState.Invoiced),
Status = new OptionSetValue(2)
};
_serviceProxy.Execute(setStateRequest);
Console.Write("Contract invoiced, ");
// Now that the contract has been invoiced, it is possible to put
// the contract on hold.
setStateRequest = new SetStateRequest()
{
EntityMoniker = new EntityReference
{
Id = _firstCloneId,
LogicalName = Contract.EntityLogicalName
},
State = new OptionSetValue((int)ContractState.OnHold),
Status = new OptionSetValue(4)
};
_serviceProxy.Execute(setStateRequest);
Console.Write("and put on hold.\n");
#endregion
#region Renew an invoiced contract
// In order to renew a contract, it must be invoiced first, and
// then canceled.
//<snippetSetStateForContract>
// Invoice the contract.
setStateRequest = new SetStateRequest()
{
EntityMoniker = new EntityReference
{
Id = _contractId,
LogicalName = Contract.EntityLogicalName
},
State = new OptionSetValue((int)ContractState.Invoiced),
Status = new OptionSetValue(3)
};
_serviceProxy.Execute(setStateRequest);
//</snippetSetStateForContract>
Console.Write("Contract invoiced, ");
//<snippetCancelContract>
// Cancel the contract.
setStateRequest = new SetStateRequest()
{
EntityMoniker = new EntityReference
{
Id = _contractId,
LogicalName = Contract.EntityLogicalName
},
State = new OptionSetValue((int)ContractState.Canceled),
Status = new OptionSetValue(5)
};
_serviceProxy.Execute(setStateRequest);
//</snippetCancelContract>
Console.Write("canceled, ");
//<snippetRenewContract>
// Renew the canceled contract.
RenewContractRequest renewRequest = new RenewContractRequest()
{
ContractId = _contractId,
IncludeCanceledLines = true,
Status = 1
};
RenewContractResponse renewResponse =
(RenewContractResponse)_serviceProxy.Execute(renewRequest);
// Retrieve Id of renewed contract.
_renewedId = ((Contract)renewResponse.Entity).ContractId.Value;
//</snippetRenewContract>
// Display the Id of the renewed contract.
Console.WriteLine("and renewed.");
#endregion
DeleteRequiredRecords(promptforDelete);
}
//</snippetWorkingWithContracts1>
}
// 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;
}
}
/// <summary>
/// Create and configure the organization service proxy.
/// Initiate method to create any data that this sample requires.
/// Create a new opportunity and few opportunity product
/// including write-in product.
/// Optionally delete any entity records that were created for this sample.
/// </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();
//<snippetCreateOpportunity1>
// Create a new opportunity with user specified estimated revenue
Opportunity newOpportunity = new Opportunity
{
Name = "Example Opportunity",
CustomerId = new EntityReference(Account.EntityLogicalName,
_accountId),
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName,
_priceListId),
IsRevenueSystemCalculated = false,
EstimatedValue = new Money(400.00m),
FreightAmount = new Money(10.00m),
DiscountAmount = new Money(0.10m),
DiscountPercentage = 0.20m
};
_opportunityId = _serviceProxy.Create(newOpportunity);
Console.WriteLine("Created {0} with user specified estimated revenue.",
newOpportunity.Name);
// Create a new opportunity product from the catalog
// Create a catalog product
OpportunityProduct catalogProduct = new OpportunityProduct
{
OpportunityId = new EntityReference(Opportunity.EntityLogicalName,
_opportunityId),
ProductId = new EntityReference(Product.EntityLogicalName,
_product1Id),
UoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId),
Quantity = 8,
Tax = new Money(12.42m)
};
_catalogProductId = _serviceProxy.Create(catalogProduct);
Console.WriteLine("Created the catalog product.");
// Create anothter catalog product and override the list price
OpportunityProduct catalogProductPriceOverride = new OpportunityProduct
{
OpportunityId = new EntityReference(Opportunity.EntityLogicalName,
_opportunityId),
ProductId = new EntityReference(Product.EntityLogicalName,
_product2Id),
UoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId),
Quantity = 3,
Tax = new Money(2.88m),
IsPriceOverridden = true,
PricePerUnit = new Money(12)
};
_catalogProductPriceOverrideId = _serviceProxy.Create(
catalogProductPriceOverride);
Console.WriteLine(@"Created another catalog product and
overriden the list price.");
// create a new write-in opportunity product with a manual discount applied
OpportunityProduct writeInProduct = new OpportunityProduct
{
OpportunityId = new EntityReference(Opportunity.EntityLogicalName,
_opportunityId),
IsProductOverridden = true,
ProductDescription = "Example Write-in Product",
PricePerUnit = new Money(20.00m),
Quantity = 5,
ManualDiscountAmount = new Money(10.50m),
Tax = new Money(7.16m)
};
_writeInProductId = _serviceProxy.Create(writeInProduct);
Console.WriteLine("Created {0}.", writeInProduct.ProductDescription);
//</snippetCreateOpportunity1>
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;
}
}
/// <summary>
/// This method first connects to the Organization service. Afterwards,
/// a custom entity is created and configured to support entity images.
/// Then records are created using this custom entity with image data.
/// The records are then retrieved and the resized images are saved.
/// Finally, the custom entity can be deleted.
/// </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
{
//<snippetEntityImages1>
// Connect to the Organization service.
// The using statement assures that the service proxy will be properly disposed.
using (_serviceProxy = ServerConnection.GetOrganizationProxy(serverConfig))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
Console.WriteLine("Please wait while the custom Image Attribute Demo entity used by this sample is created.");
//Creates the Image Attribute Demo entity used in this sample
CreateImageAttributeDemoEntity();
//Create 5 records using different sized images.
/*
This sample uses late-binding because the entity was just created and is
not included in the 'MyOrganizationsCrmSdkTypes.cs' file created by the
code generation tool (CrmSvcUtil.exe)
*/
//<snippetEntityImages2>
//Use a 144x144 pixel image
Entity imageEntity1 = new Entity(_customEntityName.ToLower());
imageEntity1["sample_name"] = "144x144.png";
imageEntity1["entityimage"] = File.ReadAllBytes("Images\\144x144.png");
Guid imageEntity1Id = _serviceProxy.Create(imageEntity1);
ShowEntityFormInBrowser(promptforDelete, "144x144.png", imageEntity1Id);
//Use a 144x400 pixel image
Entity imageEntity2 = new Entity(_customEntityName.ToLower());
imageEntity2["sample_name"] = "144x400.png";
imageEntity2["entityimage"] = File.ReadAllBytes("Images\\144x400.png");
Guid imageEntity2Id = _serviceProxy.Create(imageEntity2);
ShowEntityFormInBrowser(promptforDelete, "144x400.png", imageEntity2Id);
//Use a 400x144 pixel image
Entity imageEntity3 = new Entity(_customEntityName.ToLower());
imageEntity3["sample_name"] = "400x144.png";
imageEntity3["entityimage"] = File.ReadAllBytes("Images\\400x144.png");
Guid imageEntity3Id = _serviceProxy.Create(imageEntity3);
ShowEntityFormInBrowser(promptforDelete, "400x144.png", imageEntity3Id);
//Use a 400x500 pixel image
Entity imageEntity4 = new Entity(_customEntityName.ToLower());
imageEntity4["sample_name"] = "400x500.png";
imageEntity4["entityimage"] = File.ReadAllBytes("Images\\400x500.png");
Guid imageEntity4Id = _serviceProxy.Create(imageEntity4);
ShowEntityFormInBrowser(promptforDelete, "400x500.png", imageEntity4Id);
//Use a 60x80 pixel image
Entity imageEntity5 = new Entity(_customEntityName.ToLower());
imageEntity5["sample_name"] = "60x80.png";
imageEntity5["entityimage"] = File.ReadAllBytes("Images\\60x80.png");
Guid imageEntity5Id = _serviceProxy.Create(imageEntity5);
ShowEntityFormInBrowser(promptforDelete, "60x80.png", imageEntity5Id);
//</snippetEntityImages2>
Console.WriteLine();
//<snippetEntityImages3>
//Retrieve and download the binary images
string binaryImageQuery =
String.Format(@"<fetch mapping='logical'>
<entity name='{0}'>
<attribute name='sample_name' />
<attribute name='entityimage' />
</entity>
</fetch>",_customEntityName.ToLower());
EntityCollection binaryImageResults = _serviceProxy.RetrieveMultiple(new FetchExpression(binaryImageQuery));
Console.WriteLine("Records retrieved and image files saved to: {0}", Directory.GetCurrentDirectory());
foreach (Entity record in binaryImageResults.Entities)
{
String recordName = record["sample_name"] as String;
String downloadedFileName = String.Format("Downloaded_{0}", recordName);
byte[] imageBytes = record["entityimage"] as byte[];
var fs = new BinaryWriter(new FileStream(downloadedFileName, FileMode.Append, FileAccess.Write));
fs.Write(imageBytes);
fs.Close();
Console.WriteLine(downloadedFileName);
}
//</snippetEntityImages3>
Console.WriteLine();
//<snippetEntityImages4>
//Retrieve and the records with just the url
string imageUrlQuery =
String.Format(@"<fetch mapping='logical'>
<entity name='{0}'>
<attribute name='sample_name' />
<attribute name='entityimage_url' />
</entity>
</fetch>", _customEntityName.ToLower());
EntityCollection imageUrlResults = _serviceProxy.RetrieveMultiple(new FetchExpression(imageUrlQuery));
Console.WriteLine("These are the relative URLs for the images retrieved:");
foreach (Entity record in imageUrlResults.Entities)
{
String imageUrl = record["entityimage_url"] as String;
Console.WriteLine(imageUrl);
}
//</snippetEntityImages4>
DeleteImageAttributeDemoEntity(promptforDelete);
}
//</snippetEntityImages1>
}
// 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 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))
{
String ldapPath = String.Empty;
Guid businessUnitId;
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
// Call this method to create any data that this sample requires.
CreateRequiredRecords();
// Retrieve the sales people that will be added to the team.
salesPersons = SystemUserProvider.RetrieveSalespersons(_serviceProxy, ref ldapPath);
// Get the ID's of the current user and business unit.
var who = new WhoAmIRequest();
var whoResponse = (WhoAmIResponse)_serviceProxy.Execute(who);
_currentUserId = whoResponse.UserId;
businessUnitId = whoResponse.BusinessUnitId;
//<snippetCreateAndShareAccessTeam1>
// Create a access team.
var team = new Team
{
AdministratorId = new EntityReference(
"systemuser", _currentUserId),
Name = "UserAccess Test Team",
BusinessUnitId = new EntityReference(
"businessunit", businessUnitId),
TeamType = new OptionSetValue((int)TeamTeamType.Access),
};
_teamId = _serviceProxy.Create(team);
Console.WriteLine("Created an access team named '{0}'.", team.Name);
// Add two sales people to the access team.
var addToTeamRequest = new AddMembersTeamRequest
{
TeamId = _teamId,
MemberIds = new[] { salesPersons[0], salesPersons[1] }
};
_serviceProxy.Execute(addToTeamRequest);
Console.WriteLine("Added two sales people to the team.");
// Grant the team read/write access to an account.
var accountReference = new EntityReference(Account.EntityLogicalName, _accountId);
var teamReference = new EntityReference(Team.EntityLogicalName, _teamId);
var grantAccessRequest = new GrantAccessRequest
{
PrincipalAccess = new PrincipalAccess
{
AccessMask = AccessRights.ReadAccess | AccessRights.WriteAccess,
Principal = teamReference
},
Target = accountReference
};
_serviceProxy.Execute(grantAccessRequest);
Console.WriteLine("Granted read/write access on the account record to the team.");
//</snippetCreateAndShareAccessTeam1>
// Retrieve and display access information for the account.
RetrieveAndDisplayEntityAccess(accountReference);
// Display the account access for the team and its members.
var currentUserReference = new EntityReference(
SystemUser.EntityLogicalName, _currentUserId);
RetrieveAndDisplayPrincipalAccess(accountReference, currentUserReference,
"Current User");
var firstSalesPersonReference = new EntityReference(
SystemUser.EntityLogicalName, salesPersons[0]);
RetrieveAndDisplayPrincipalAccess(accountReference, firstSalesPersonReference,
"Sales Person");
var secondSalesPersonReference = new EntityReference(
SystemUser.EntityLogicalName, salesPersons[1]);
RetrieveAndDisplayPrincipalAccess(accountReference, secondSalesPersonReference,
"Sales Person");
// Delete all records created by this sample.
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;
}
}
/// <summary>
/// This method first checks if the logged on user has prvReadPOAA permissions.
/// Afterwards, the method creates the secure custom fields required for this sample,
/// an account record for testing purposes, and POAA records for the user
/// and those custom fields.
/// Finally, the method retrieves the User Shared Attribute permissions for that user.
/// </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
{
//<snippetRetrieveUserSharedAttributePermissions1>
// 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();
//<snippetRetrieveUserSharedAttributePermissions2>
#region Check if this user has prvReadPOAA
// Get the GUID of the current user.
WhoAmIRequest whoAmI = new WhoAmIRequest();
Guid userLoggedId =
((WhoAmIResponse)_serviceProxy.Execute(whoAmI)).UserId;
Console.WriteLine("User logged: " + userLoggedId);
// Check if this user has prvReadPOAA.
RetrieveUserPrivilegesRequest userPrivilegesRequest =
new RetrieveUserPrivilegesRequest();
userPrivilegesRequest.UserId = userLoggedId;
RetrieveUserPrivilegesResponse userPrivilegesResponse =
(RetrieveUserPrivilegesResponse)_serviceProxy.Execute(userPrivilegesRequest);
// Fixed the GUID for prvReadPOAA.
Guid prvReadPOAA = new Guid("{68564CD5-2B2E-11DF-80A6-00137299E1C2}");
if (userPrivilegesResponse.RolePrivileges.Any(r => r.PrivilegeId.Equals(prvReadPOAA)))
{
Console.WriteLine("This user DOES have prvReadPOAA");
}
else
{
Console.WriteLine("This user DOESN'T have prvReadPOAA");
}
Console.WriteLine();
#endregion Check if this user has prvReadPOAA
//</snippetRetrieveUserSharedAttributePermissions2>
#region Create an account record
// Create an account record
Account accountRecord = new Account();
accountRecord.Name = "Ane";
accountRecord["secret_phone"] = "123456";
_accountRecordId = _serviceProxy.Create(accountRecord);
Console.WriteLine("Account record created.");
#endregion Create an account record
#region Create POAA entity for field #1
// Create POAA entity for field #1
PrincipalObjectAttributeAccess poaa = new PrincipalObjectAttributeAccess
{
AttributeId = _secretHomeId,
ObjectId = new EntityReference
(Account.EntityLogicalName, _accountRecordId),
PrincipalId = new EntityReference
(SystemUser.EntityLogicalName, userLoggedId),
ReadAccess = true,
UpdateAccess = true
};
_serviceProxy.Create(poaa);
Console.WriteLine("POAA record for custom field Secret_Home created.");
#endregion Create POAA entity for field #1
#region Create POAA entity for field #2
// Create POAA entity for field #2
poaa = new PrincipalObjectAttributeAccess
{
AttributeId = _secretPhoneId,
ObjectId = new EntityReference
(Account.EntityLogicalName, _accountRecordId),
PrincipalId = new EntityReference
(SystemUser.EntityLogicalName, userLoggedId),
ReadAccess = true,
UpdateAccess = true
};
_serviceProxy.Create(poaa);
Console.WriteLine("POAA record for custom field Secret_Phone created.");
#endregion Create POAA entity for field #2
#region Retrieve User Shared Attribute Permissions
// Create the query for retrieve User Shared Attribute permissions.
QueryExpression queryPOAA =
new QueryExpression("principalobjectattributeaccess");
queryPOAA.ColumnSet = new ColumnSet
(new string[] { "attributeid", "readaccess", "updateaccess", "principalid" });
queryPOAA.Criteria.FilterOperator = LogicalOperator.And;
queryPOAA.Criteria.Conditions.Add
(new ConditionExpression("objectid", ConditionOperator.Equal, _accountRecordId));
queryPOAA.Criteria.Conditions.Add
(new ConditionExpression("principalid", ConditionOperator.EqualUserId));
Console.WriteLine();
Console.WriteLine("POAA for user: "******" principalid: " + ((EntityReference)entity["principalid"]).Id);
Console.WriteLine(" attributeid: " + entity["attributeid"].ToString());
Console.WriteLine(" readaccess: " + entity["readaccess"].ToString());
Console.WriteLine(" updateaccess: " + entity["updateaccess"].ToString());
Console.WriteLine();
}
}
catch (Exception exc)
{
Console.WriteLine("Error: " + exc.Message);
}
#endregion Retrieve User Shared Attribute Permissions
DeleteRequiredRecords(promptforDelete);
}
//</snippetRetrieveUserSharedAttributePermissions1>
}
// 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;
}
}
/// <summary>
/// Create and configure the organization service proxy.
/// Create a new connectionrole instance and set the object type.
/// Optionally delete any entity records that were created for this sample.
/// </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();
//<snippetCreateConnectionRole1>
// Define some anonymous types to define the range
// of possible connection property values.
var Categories = new
{
Business = 1,
Family = 2,
Social = 3,
Sales = 4,
Other = 5
};
// Create a Connection Role for account and contact
ConnectionRole newConnectionRole = new ConnectionRole
{
Name = "Example Connection Role",
Category = new OptionSetValue(Categories.Business)
};
_connectionRoleId = _serviceProxy.Create(newConnectionRole);
Console.WriteLine("Created {0}.", newConnectionRole.Name);
// Create a related Connection Role Object Type Code record for Account
ConnectionRoleObjectTypeCode newAccountConnectionRoleTypeCode
= new ConnectionRoleObjectTypeCode
{
ConnectionRoleId = new EntityReference(
ConnectionRole.EntityLogicalName, _connectionRoleId),
AssociatedObjectTypeCode = Account.EntityLogicalName
};
_serviceProxy.Create(newAccountConnectionRoleTypeCode);
Console.WriteLine(
"Created a related Connection Role Object Type Code record for Account.");
// Create a related Connection Role Object Type Code record for Contact
ConnectionRoleObjectTypeCode newContactConnectionRoleTypeCode
= new ConnectionRoleObjectTypeCode
{
ConnectionRoleId = new EntityReference(
ConnectionRole.EntityLogicalName, _connectionRoleId),
AssociatedObjectTypeCode = Contact.EntityLogicalName
};
_serviceProxy.Create(newContactConnectionRoleTypeCode);
Console.WriteLine(
"Created a related Connection Role Object Type Code record for Contact.");
//</snippetCreateConnectionRole1>
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;
}
}
/// <summary>
/// Create, Retrieve, Update and Delete an e-mail attachment.
/// <param name="serverConfig">Contains server connection information.</param>
/// <param name="promptforDelete">When True, the user will be prompted to delete all
/// created entities.</param>
/// </summary>
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();
//<snippetCRUDEmailAttachments1>
// Create three e-mail attachments
for (int i = 0; i < 3; i++)
{
ActivityMimeAttachment _sampleAttachment = new ActivityMimeAttachment
{
ObjectId = new EntityReference(Email.EntityLogicalName, _emailId),
ObjectTypeCode = Email.EntityLogicalName,
Subject = String.Format("Sample Attachment {0}", i),
Body = System.Convert.ToBase64String(
new ASCIIEncoding().GetBytes("Example Attachment")),
FileName = String.Format("ExampleAttachment{0}.txt", i)
};
_emailAttachmentId[i] = _serviceProxy.Create(_sampleAttachment);
}
Console.WriteLine("Created three e-mail attachments for the e-mail activity.");
// Retrieve an attachment including its id, subject, filename and body.
ActivityMimeAttachment _singleAttachment =
(ActivityMimeAttachment)_serviceProxy.Retrieve(
ActivityMimeAttachment.EntityLogicalName,
_emailAttachmentId[0],
new ColumnSet("activitymimeattachmentid",
"subject",
"filename",
"body"));
Console.WriteLine("Retrieved an email attachment, {0}.", _singleAttachment.FileName);
// Update attachment
_singleAttachment.FileName = "ExampleAttachmentUpdated.txt";
_serviceProxy.Update(_singleAttachment);
Console.WriteLine("Updated the retrieved e-mail attachment to {0}.", _singleAttachment.FileName);
// Retrieve all attachments associated with the email activity.
QueryExpression _attachmentQuery = new QueryExpression
{
EntityName = ActivityMimeAttachment.EntityLogicalName,
ColumnSet = new ColumnSet("activitymimeattachmentid"),
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression
{
AttributeName = "objectid",
Operator = ConditionOperator.Equal,
Values = {_emailId}
},
new ConditionExpression
{
AttributeName = "objecttypecode",
Operator = ConditionOperator.Equal,
Values = {Email.EntityLogicalName}
}
}
}
};
EntityCollection results = _serviceProxy.RetrieveMultiple(
_attachmentQuery);
Console.WriteLine("Retrieved all the e-mail attachments.");
//</snippetCRUDEmailAttachments1>
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;
}
}
/// <summary>
/// Create and configure the organization service proxy.
/// Create a new queue instance.
/// Optionally delete any entity records that were created for this sample.
/// </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();
//<snippetCreateQueue1>
// Define some anonymous types to define the range of possible
// queue property values.
var IncomingEmailDeliveryMethods = new
{
None = 0,
EmailRouter = 2,
ForwardMailbox = 3
};
var IncomingEmailFilteringMethods = new
{
AllEmailMessages = 0,
EmailMessagesInResponseToCrmEmail = 1,
EmailMessagesFromCrmLeadsContactsAndAccounts = 2
};
var OutgoingEmailDeliveryMethods = new
{
None = 0,
EmailRouter = 2
};
var QueueViewType = new
{
Public = 0,
Private = 1
};
// Create a queue instance and set its property values.
Queue newQueue = new Queue()
{
Name = "Example Queue.",
Description = "This is an example queue.",
IncomingEmailDeliveryMethod = new OptionSetValue(
IncomingEmailDeliveryMethods.None),
IncomingEmailFilteringMethod = new OptionSetValue(
IncomingEmailFilteringMethods.AllEmailMessages),
OutgoingEmailDeliveryMethod = new OptionSetValue(
OutgoingEmailDeliveryMethods.None),
QueueViewType = new OptionSetValue(
QueueViewType.Private)
};
// Create a new queue instance.
_queueId = _serviceProxy.Create(newQueue);
//</snippetCreateQueue1>
Console.WriteLine("Created {0}", newQueue.Name);
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;
}
}
/// <summary>
/// This method first connects to the Organization service. Afterwards, an
/// authorization profile is created, and associated to a team. Then an entity
/// is created and permissions for the entity are assigned to the profile. These
/// permissions are then retrieved.
/// </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
{
//<snippetRetrieveSecuredFieldsForAUser1>
// 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();
// Create Field Security Profile.
FieldSecurityProfile managersProfile = new FieldSecurityProfile();
managersProfile.Name = "Managers";
_profileId = _serviceProxy.Create(managersProfile);
Console.Write("Created Profile, ");
// Add team to profile.
AssociateRequest teamToProfile = new AssociateRequest()
{
Target = new EntityReference(FieldSecurityProfile.EntityLogicalName,
_profileId),
RelatedEntities = new EntityReferenceCollection()
{
new EntityReference(Team.EntityLogicalName, _teamId)
},
Relationship = new Relationship("teamprofiles_association")
};
_serviceProxy.Execute(teamToProfile);
// Add user to the profile.
AssociateRequest userToProfile = new AssociateRequest()
{
Target = new EntityReference(FieldSecurityProfile.EntityLogicalName,
_profileId),
RelatedEntities = new EntityReferenceCollection()
{
new EntityReference(SystemUser.EntityLogicalName, _userId)
},
Relationship = new Relationship("systemuserprofiles_association")
};
_serviceProxy.Execute(userToProfile);
// Create custom activity entity.
CreateEntityRequest req = new CreateEntityRequest()
{
Entity = new EntityMetadata
{
LogicalName = "new_tweet",
DisplayName = new Label("Tweet", 1033),
DisplayCollectionName = new Label("Tweet", 1033),
OwnershipType = OwnershipTypes.UserOwned,
SchemaName = "New_Tweet",
IsActivity = true,
IsAvailableOffline = true,
IsAuditEnabled = new BooleanManagedProperty(true),
IsMailMergeEnabled = new BooleanManagedProperty(false),
},
HasActivities = false,
HasNotes = true,
PrimaryAttribute = new StringAttributeMetadata()
{
SchemaName = "Subject",
LogicalName = "subject",
RequiredLevel = new AttributeRequiredLevelManagedProperty(
AttributeRequiredLevel.None),
MaxLength = 100,
DisplayName = new Label("Subject", 1033)
}
};
_serviceProxy.Execute(req);
Console.Write("Entity Created, ");
// Add privileges for the Tweet entity to the Marketing Role.
RolePrivilege[] privileges = new RolePrivilege[3];
// SDK: prvCreateActivity
privileges[0] = new RolePrivilege();
privileges[0].PrivilegeId = new Guid("{091DF793-FE5E-44D4-B4CA-7E3F580C4664}");
privileges[0].Depth = PrivilegeDepth.Global;
// SDK: prvReadActivity
privileges[1] = new RolePrivilege();
privileges[1].PrivilegeId = new Guid("{650C14FE-3521-45FE-A000-84138688E45D}");
privileges[1].Depth = PrivilegeDepth.Global;
// SDK: prvWriteActivity
privileges[2] = new RolePrivilege();
privileges[2].PrivilegeId = new Guid("{0DC8F72C-57D5-4B4D-8892-FE6AAC0E4B81}");
privileges[2].Depth = PrivilegeDepth.Global;
// Create and execute the request.
AddPrivilegesRoleRequest request = new AddPrivilegesRoleRequest()
{
RoleId = _roleId,
Privileges = privileges
};
AddPrivilegesRoleResponse response =
(AddPrivilegesRoleResponse)_serviceProxy.Execute(request);
// Create custom identity attribute.
CreateAttributeRequest attrReq = new CreateAttributeRequest()
{
Attribute = new StringAttributeMetadata()
{
LogicalName = "new_identity",
DisplayName = new Label("Identity", 1033),
SchemaName = "New_Identity",
MaxLength = 500,
RequiredLevel = new AttributeRequiredLevelManagedProperty(
AttributeRequiredLevel.Recommended),
IsSecured = true
},
EntityName = "new_tweet"
};
CreateAttributeResponse identityAttributeResponse =
(CreateAttributeResponse)_serviceProxy.Execute(attrReq);
_identityId = identityAttributeResponse.AttributeId;
Console.Write("Identity Created, ");
// Create custom message attribute.
attrReq = new CreateAttributeRequest()
{
Attribute = new StringAttributeMetadata()
{
LogicalName = "new_message",
DisplayName = new Label("Message", 1033),
SchemaName = "New_Message",
MaxLength = 140,
RequiredLevel = new AttributeRequiredLevelManagedProperty(
AttributeRequiredLevel.Recommended),
IsSecured = true
},
EntityName = "new_tweet"
};
CreateAttributeResponse messageAttributeResponse =
(CreateAttributeResponse)_serviceProxy.Execute(attrReq);
_messageId = messageAttributeResponse.AttributeId;
Console.Write("Message Created, ");
// Create field permission object for Identity.
FieldPermission identityPermission = new FieldPermission();
identityPermission.AttributeLogicalName = "new_identity";
identityPermission.EntityName = "new_tweet";
identityPermission.CanRead = new OptionSetValue(FieldPermissionType.Allowed);
identityPermission.FieldSecurityProfileId = new EntityReference(
FieldSecurityProfile.EntityLogicalName, _profileId);
_identityPermissionId = _serviceProxy.Create(identityPermission);
Console.Write("Permission Created, ");
// Create list for storing retrieved profiles.
List<Guid> profileIds = new List<Guid>();
// Build query to obtain the field security profiles.
QueryExpression qe = new QueryExpression()
{
EntityName = FieldSecurityProfile.EntityLogicalName,
ColumnSet = new ColumnSet("fieldsecurityprofileid"),
LinkEntities =
{
new LinkEntity
{
LinkFromEntityName = FieldSecurityProfile.EntityLogicalName,
LinkToEntityName = SystemUser.EntityLogicalName,
LinkCriteria =
{
Conditions =
{
new ConditionExpression("systemuserid", ConditionOperator.Equal, _userId)
}
}
}
}
};
// Execute the query and obtain the results.
RetrieveMultipleRequest rmRequest = new RetrieveMultipleRequest()
{
Query = qe
};
EntityCollection bec = ((RetrieveMultipleResponse)_serviceProxy.Execute(
rmRequest)).EntityCollection;
// Extract profiles from query result.
foreach (FieldSecurityProfile profileEnt in bec.Entities)
{
profileIds.Add(profileEnt.FieldSecurityProfileId.Value);
}
Console.Write("Profiles Retrieved, ");
// Retrieve attribute permissions of a FieldSecurityProfile.
DataCollection<Entity> dc;
// Retrieve the attributes.
QueryByAttribute qba = new QueryByAttribute(FieldPermission.EntityLogicalName);
qba.AddAttributeValue("fieldsecurityprofileid", _profileId);
qba.ColumnSet = new ColumnSet("attributelogicalname");
dc = _serviceProxy.RetrieveMultiple(qba).Entities;
Console.Write("Attributes Retrieved. ");
DeleteRequiredRecords(promptforDelete);
}
//</snippetRetrieveSecuredFieldsForAUser1>
}
// 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 void Run(ServerConnection.Configuration serverConfig,
bool promptforDelete)
{
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();
Console.WriteLine("=== Creating and Qualifying Leads ===");
// Create two leads.
var lead1 = new Lead
{
CompanyName = "A. Datum Corporation",
FirstName = "Henriette",
LastName = "Andersen",
Subject = "Sample Lead 1"
};
_lead1Id = _serviceProxy.Create(lead1);
NotifyEntityCreated(Lead.EntityLogicalName, _lead1Id);
var lead2 = new Lead
{
CompanyName = "Adventure Works",
FirstName = "Michael",
LastName = "Sullivan",
Subject = "Sample Lead 2"
};
_lead2Id = _serviceProxy.Create(lead2);
NotifyEntityCreated(Lead.EntityLogicalName, _lead2Id);
//<snippetWorkingWithLeads1>
// Qualify the first lead, creating an account and a contact from it, but
// not creating an opportunity.
var qualifyIntoAccountContactReq = new QualifyLeadRequest
{
CreateAccount = true,
CreateContact = true,
LeadId = new EntityReference(Lead.EntityLogicalName, _lead1Id),
Status = new OptionSetValue((int)lead_statuscode.Qualified)
};
var qualifyIntoAccountContactRes =
(QualifyLeadResponse)_serviceProxy.Execute(qualifyIntoAccountContactReq);
Console.WriteLine(" The first lead was qualified.");
//</snippetWorkingWithLeads1>
foreach (var entity in qualifyIntoAccountContactRes.CreatedEntities)
{
NotifyEntityCreated(entity.LogicalName, entity.Id);
if (entity.LogicalName == Account.EntityLogicalName)
{
_leadAccountId = entity.Id;
}
else if (entity.LogicalName == Contact.EntityLogicalName)
{
_contactId = entity.Id;
}
}
// Retrieve the organization's base currency ID for setting the
// transaction currency of the opportunity.
var query = new QueryExpression("organization");
query.ColumnSet = new ColumnSet("basecurrencyid");
var result = _serviceProxy.RetrieveMultiple(query);
var currencyId = (EntityReference)result.Entities[0]["basecurrencyid"];
// Qualify the second lead, creating an opportunity from it, and not
// creating an account or a contact. We use an existing account for the
// opportunity customer instead.
var qualifyIntoOpportunityReq = new QualifyLeadRequest
{
CreateOpportunity = true,
OpportunityCurrencyId = currencyId,
OpportunityCustomerId = new EntityReference(
Account.EntityLogicalName,
_accountId),
Status = new OptionSetValue((int)lead_statuscode.Qualified),
LeadId = new EntityReference(Lead.EntityLogicalName, _lead2Id)
};
var qualifyIntoOpportunityRes =
(QualifyLeadResponse)_serviceProxy.Execute(qualifyIntoOpportunityReq);
Console.WriteLine(" The second lead was qualified.");
foreach (var entity in qualifyIntoOpportunityRes.CreatedEntities)
{
NotifyEntityCreated(entity.LogicalName, entity.Id);
if (entity.LogicalName == Opportunity.EntityLogicalName)
{
_opportunityId = entity.Id;
}
}
DeleteRecords(promptforDelete);
}
}
/// <summary>
/// This method first connects to the Organization service. Afterwards, an
/// opportunity is created to demonstrate a negative estimated value. This is
/// followed by the creation of a quote with a negative product quantity.
/// Finally, a sales order with a negative product price is shown.
/// </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
{
//<snippetWorkingWithNegativePrices1>
// 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 Opportunity with negative estimated value
// Create a new opportunity with user-specified negative
// estimated value.
Opportunity opportunity = new Opportunity
{
Name = "Example Opportunity",
CustomerId = new EntityReference(Account.EntityLogicalName,
_accountId),
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName,
_priceListId),
IsRevenueSystemCalculated = false,
EstimatedValue = new Money(-400.00m),
FreightAmount = new Money(10.00m),
ActualValue = new Money(-390.00m),
OwnerId = new EntityReference
{
Id = _salesRepresentativeIds[0],
LogicalName = SystemUser.EntityLogicalName
}
};
_opportunityId = _serviceProxy.Create(opportunity);
opportunity.Id = _opportunityId;
// Create a catalog product for the opportunity.
OpportunityProduct catalogProduct = new OpportunityProduct
{
OpportunityId = opportunity.ToEntityReference(),
ProductId = new EntityReference(Product.EntityLogicalName,
_product1Id),
UoMId = new EntityReference(UoM.EntityLogicalName,
_defaultUnitId),
Quantity = 8,
Tax = new Money(12.42m),
};
_catalogProductId = _serviceProxy.Create(catalogProduct);
Console.WriteLine("Created opportunity with negative estimated value.");
#endregion
#region Quote with negative quantity
// Create the quote.
Quote quote = new Quote()
{
CustomerId = new EntityReference(Account.EntityLogicalName,
_accountId),
Name = "Sample Quote",
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName,
_priceListId)
};
_quoteId = _serviceProxy.Create(quote);
quote.Id = _quoteId;
// Set the quote's product quantity to a negative value.
QuoteDetail quoteDetail = new QuoteDetail()
{
ProductId = new EntityReference(Product.EntityLogicalName,
_product1Id),
Quantity = -4,
QuoteId = quote.ToEntityReference(),
UoMId = new EntityReference(UoM.EntityLogicalName,
_defaultUnitId)
};
_quoteDetailId = _serviceProxy.Create(quoteDetail);
Console.WriteLine("Created quote with negative quantity.");
#endregion
#region Sales Order with negative price
// Create the sales order.
SalesOrder order = new SalesOrder()
{
Name = "Faux Order",
DateFulfilled = new DateTime(2010, 8, 1),
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName,
_priceListId),
CustomerId = new EntityReference(Account.EntityLogicalName,
_accountId),
FreightAmount = new Money(20.0M)
};
_orderId = _serviceProxy.Create(order);
order.Id = _orderId;
// Add the product to the order with the price overriden with a
// negative value.
SalesOrderDetail orderDetail = new SalesOrderDetail()
{
ProductId = new EntityReference(Product.EntityLogicalName,
_product1Id),
Quantity = 4,
SalesOrderId = order.ToEntityReference(),
IsPriceOverridden = true,
PricePerUnit = new Money(-40.0M),
UoMId = new EntityReference(UoM.EntityLogicalName,
_defaultUnitId)
};
_orderDetailId = _serviceProxy.Create(orderDetail);
Console.WriteLine("Created order with negative price per unit.");
#endregion
DeleteRequiredRecords(promptforDelete);
}
//</snippetWorkingWithNegativePrices1>
}
// 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;
}
}
/// <summary>
/// This method connects to the Organization service using an impersonated user
/// credential. Afterwards, basic create, retrieve, update, and delete entity
/// operations are performed as the impersonated user.
/// </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
{
//<snippetImpersonateWithOnBehalfOfPrivilege1>
//<snippetImpersonateWithOnBehalfOfPrivilege2>
// Connect to the Organization service.
// The using statement ensures 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();
// Retrieve the system user ID of the user to impersonate.
OrganizationServiceContext orgContext = new OrganizationServiceContext(_serviceProxy);
_userId = (from user in orgContext.CreateQuery<SystemUser>()
where user.FullName == "Kevin Cook"
select user.SystemUserId.Value).FirstOrDefault();
// To impersonate another user, set the OrganizationServiceProxy.CallerId
// property to the ID of the other user.
_serviceProxy.CallerId = _userId;
// Instantiate an account object.
// See the Entity Metadata topic in the SDK documentation to determine
// which attributes must be set for each entity.
Account account = new Account { Name = "Fourth Coffee" };
// Create an account record named Fourth Coffee.
_accountId = _serviceProxy.Create(account);
Console.Write("{0} {1} created, ", account.LogicalName, account.Name);
//</snippetImpersonateWithOnBehalfOfPrivilege2>
// Retrieve the account containing several of its attributes.
// CreatedBy should reference the impersonated SystemUser.
// CreatedOnBehalfBy should reference the running SystemUser.
ColumnSet cols = new ColumnSet(
"name",
"createdby",
"createdonbehalfby",
"address1_postalcode",
"lastusedincampaign");
Account retrievedAccount =
(Account)_serviceProxy.Retrieve(Account.EntityLogicalName,
_accountId, cols);
Console.Write("retrieved, ");
// Update the postal code attribute.
retrievedAccount.Address1_PostalCode = "98052";
// The address 2 postal code was set accidentally, so set it to null.
retrievedAccount.Address2_PostalCode = null;
// Shows use of a Money value.
retrievedAccount.Revenue = new Money(5000000);
// Shows use of a boolean value.
retrievedAccount.CreditOnHold = false;
// Update the account record.
_serviceProxy.Update(retrievedAccount);
Console.Write("updated, ");
// Delete the account record.
_serviceProxy.Delete(Account.EntityLogicalName, _accountId);
Console.WriteLine("and deleted.");
DeleteRequiredRecords(promptforDelete);
}
//</snippetImpersonateWithOnBehalfOfPrivilege1>
}
// 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;
}
}
/// <summary>
/// Create a view.
/// Retrieve Views
/// Deactivate a view
/// </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>
/// <param name="promptForReactivate">When True, the user will be prompted to reactivate
/// a view that was deactivated.</param>
public void Run(ServerConnection.Configuration serverConfig, bool promptForDelete, bool promptForReactivate)
{
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();
// Create the view.
//<snippetWorkWithViews1>
System.String layoutXml =
@"<grid name='resultset' object='3' jump='name' select='1'
preview='1' icon='1'>
<row name='result' id='opportunityid'>
<cell name='name' width='150' />
<cell name='customerid' width='150' />
<cell name='estimatedclosedate' width='150' />
<cell name='estimatedvalue' width='150' />
<cell name='closeprobability' width='150' />
<cell name='opportunityratingcode' width='150' />
<cell name='opportunitycustomeridcontactcontactid.emailaddress1'
width='150' disableSorting='1' />
</row>
</grid>";
System.String fetchXml =
@"<fetch version='1.0' output-format='xml-platform'
mapping='logical' distinct='false'>
<entity name='opportunity'>
<order attribute='estimatedvalue' descending='false' />
<filter type='and'>
<condition attribute='statecode' operator='eq'
value='0' />
</filter>
<attribute name='name' />
<attribute name='estimatedvalue' />
<attribute name='estimatedclosedate' />
<attribute name='customerid' />
<attribute name='opportunityratingcode' />
<attribute name='closeprobability' />
<link-entity alias='opportunitycustomeridcontactcontactid'
name='contact' from='contactid' to='customerid'
link-type='outer' visible='false'>
<attribute name='emailaddress1' />
</link-entity>
<attribute name='opportunityid' />
</entity>
</fetch>";
SavedQuery sq = new SavedQuery
{
Name = "A New Custom Public View",
Description = "A Saved Query created in code",
ReturnedTypeCode = "opportunity",
FetchXml = fetchXml,
LayoutXml = layoutXml,
QueryType = 0
};
_customViewId = _serviceProxy.Create(sq);
Console.WriteLine("A new view with the name {0} was created.", sq.Name);
//</snippetWorkWithViews1>
// Retrieve Views
//<snippetWorkWithViews2>
QueryExpression mySavedQuery = new QueryExpression
{
ColumnSet = new ColumnSet("savedqueryid", "name", "querytype", "isdefault", "returnedtypecode", "isquickfindquery"),
EntityName = SavedQuery.EntityLogicalName,
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression
{
AttributeName = "querytype",
Operator = ConditionOperator.Equal,
Values = {0}
},
new ConditionExpression
{
AttributeName = "returnedtypecode",
Operator = ConditionOperator.Equal,
Values = {Opportunity.EntityTypeCode}
}
}
}
};
RetrieveMultipleRequest retrieveSavedQueriesRequest = new RetrieveMultipleRequest { Query = mySavedQuery };
RetrieveMultipleResponse retrieveSavedQueriesResponse = (RetrieveMultipleResponse)_serviceProxy.Execute(retrieveSavedQueriesRequest);
DataCollection<Entity> savedQueries = retrieveSavedQueriesResponse.EntityCollection.Entities;
//Display the Retrieved views
foreach (Entity ent in savedQueries)
{
SavedQuery rsq = (SavedQuery)ent;
Console.WriteLine("{0} : {1} : {2} : {3} : {4} : {5},", rsq.SavedQueryId, rsq.Name, rsq.QueryType, rsq.IsDefault, rsq.ReturnedTypeCode, rsq.IsQuickFindQuery);
}
//</snippetWorkWithViews2>
// Deactivate a view
//<snippetWorkWithViews3>
System.String SavedQueryName = "Closed Opportunities in Current Fiscal Year";
QueryExpression ClosedOpportunitiesViewQuery = new QueryExpression
{
ColumnSet = new ColumnSet("savedqueryid", "statecode", "statuscode"),
EntityName = SavedQuery.EntityLogicalName,
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression
{
AttributeName = "querytype",
Operator = ConditionOperator.Equal,
Values = {0}
},
new ConditionExpression
{
AttributeName = "returnedtypecode",
Operator = ConditionOperator.Equal,
Values = {Opportunity.EntityTypeCode}
},
new ConditionExpression
{
AttributeName = "name",
Operator = ConditionOperator.Equal,
Values = {SavedQueryName}
}
}
}
};
RetrieveMultipleRequest retrieveOpportuntiesViewRequest = new RetrieveMultipleRequest { Query = ClosedOpportunitiesViewQuery };
RetrieveMultipleResponse retrieveOpportuntiesViewResponse = (RetrieveMultipleResponse)_serviceProxy.Execute(retrieveOpportuntiesViewRequest);
SavedQuery OpportunityView = (SavedQuery)retrieveOpportuntiesViewResponse.EntityCollection.Entities[0];
_viewOriginalState = (SavedQueryState)OpportunityView.StateCode;
_viewOriginalStatus = OpportunityView.StatusCode;
SetStateRequest ssreq = new SetStateRequest
{
EntityMoniker = new EntityReference(SavedQuery.EntityLogicalName, (Guid)OpportunityView.SavedQueryId),
State = new OptionSetValue((int)SavedQueryState.Inactive),
Status = new OptionSetValue(2)
};
_serviceProxy.Execute(ssreq);
//</snippetWorkWithViews3>
_deactivatedViewId = (Guid)OpportunityView.SavedQueryId;
DeleteRequiredRecords(promptForDelete);
ReactivateDeactivatedView(promptForReactivate);
}
}
// 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;
}
}
/// <summary>
/// This method first connects to the Organization service. Afterwards, the
/// sample creates a goal and child goals for a particular fiscal period.
/// Stretched targets are tracked as well.
/// </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
{
//<snippetRollupAllGoalsForFiscalPeriodAndStretchedTargetRevenue1>
// 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 Create goal metric
// Create the metric, setting the Metric Type to 'Count' and enabling
// stretch tracking.
Metric metric = new Metric()
{
Name = "Sample Count Metric",
IsAmount = false,
IsStretchTracked = true
};
_metricId = _serviceProxy.Create(metric);
metric.Id = _metricId;
Console.Write("Created count metric, ");
#endregion
#region Create RollupFields
// Create RollupField which targets completed (received) phone calls.
RollupField actual = new RollupField()
{
SourceEntity = PhoneCall.EntityLogicalName,
GoalAttribute = "actualinteger",
SourceState = 1,
SourceStatus = 4,
EntityForDateAttribute = PhoneCall.EntityLogicalName,
DateAttribute = "actualend",
MetricId = metric.ToEntityReference()
};
_actualId = _serviceProxy.Create(actual);
Console.Write("created completed phone call RollupField, ");
#endregion
#region Create the goal rollup queries
// Note: Formatting the FetchXml onto multiple lines in the following
// rollup queries causes the length property to be greater than 1,000
// chars and will cause an exception.
// The following query locates closed incoming phone calls.
GoalRollupQuery goalRollupQuery = new GoalRollupQuery()
{
Name = "Example Goal Rollup Query",
QueryEntityType = PhoneCall.EntityLogicalName,
FetchXml = @"<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'><entity name='phonecall'><attribute name='subject'/><attribute name='statecode'/><attribute name='prioritycode'/><attribute name='scheduledend'/><attribute name='createdby'/><attribute name='regardingobjectid'/><attribute name='activityid'/><order attribute='subject' descending='false'/><filter type='and'><condition attribute='directioncode' operator='eq' value='0'/><condition attribute='statecode' operator='eq' value='1' /></filter></entity></fetch>"
};
_rollupQueryIds.Add(_serviceProxy.Create(goalRollupQuery));
goalRollupQuery.Id = _rollupQueryIds[0];
// The following query locates closed outgoing phone calls.
GoalRollupQuery goalRollupQuery2 = new GoalRollupQuery()
{
Name = "Example Goal Rollup Query",
QueryEntityType = PhoneCall.EntityLogicalName,
FetchXml = @"<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'><entity name='phonecall'><attribute name='subject'/><attribute name='statecode'/><attribute name='prioritycode'/><attribute name='scheduledend'/><attribute name='createdby'/><attribute name='regardingobjectid'/><attribute name='activityid'/><order attribute='subject' descending='false'/><filter type='and'><condition attribute='directioncode' operator='eq' value='1'/><condition attribute='statecode' operator='eq' value='1' /></filter></entity></fetch>"
};
_rollupQueryIds.Add(_serviceProxy.Create(goalRollupQuery2));
goalRollupQuery2.Id = _rollupQueryIds[1];
Console.Write("created rollup queries for phone calls.\n");
Console.WriteLine();
#endregion
#region Create goals
// Determine current fiscal period and year.
// Note: This sample assumes quarterly fiscal periods.
DateTime date = DateTime.Now;
int quarterNumber = (date.Month - 1) / 3 + 1;
int yearNumber = date.Year;
// Create three goals: one parent goal and two child goals.
Goal parentGoal = new Goal()
{
Title = "Parent Goal Example",
RollupOnlyFromChildGoals = true,
ConsiderOnlyGoalOwnersRecords = true,
TargetInteger = 8,
StretchTargetInteger = 10,
IsFiscalPeriodGoal = true,
FiscalPeriod = new OptionSetValue(quarterNumber),
FiscalYear = new OptionSetValue(yearNumber),
MetricId = metric.ToEntityReference(),
GoalOwnerId = new EntityReference
{
Id = _salesManagerId,
LogicalName = SystemUser.EntityLogicalName
},
OwnerId = new EntityReference
{
Id = _salesManagerId,
LogicalName = SystemUser.EntityLogicalName
}
};
_parentGoalId = _serviceProxy.Create(parentGoal);
parentGoal.Id = _parentGoalId;
Console.WriteLine("Created parent goal");
Console.WriteLine("-------------------");
Console.WriteLine("Target: {0}", parentGoal.TargetInteger.Value);
Console.WriteLine("Stretch Target: {0}",
parentGoal.StretchTargetInteger.Value);
Console.WriteLine("Goal owner: {0}", parentGoal.GoalOwnerId.Id);
Console.WriteLine("Goal Fiscal Period: {0}",
parentGoal.FiscalPeriod.Value);
Console.WriteLine("Goal Fiscal Year: {0}",
parentGoal.FiscalYear.Value);
Console.WriteLine("<End of Listing>");
Console.WriteLine();
Goal firstChildGoal = new Goal()
{
Title = "First Child Goal Example",
ConsiderOnlyGoalOwnersRecords = true,
TargetInteger = 5,
StretchTargetInteger = 6,
IsFiscalPeriodGoal = true,
FiscalPeriod = new OptionSetValue(quarterNumber),
FiscalYear = new OptionSetValue(yearNumber),
MetricId = metric.ToEntityReference(),
ParentGoalId = parentGoal.ToEntityReference(),
GoalOwnerId = new EntityReference
{
Id = _salesRepresentativeIds[0],
LogicalName = SystemUser.EntityLogicalName
},
OwnerId = new EntityReference
{
Id = _salesManagerId,
LogicalName = SystemUser.EntityLogicalName
},
RollupQueryActualIntegerId = goalRollupQuery.ToEntityReference()
};
_firstChildGoalId = _serviceProxy.Create(firstChildGoal);
Console.WriteLine("First child goal");
Console.WriteLine("----------------");
Console.WriteLine("Target: {0}", firstChildGoal.TargetInteger.Value);
Console.WriteLine("Stretch Target: {0}",
firstChildGoal.StretchTargetInteger.Value);
Console.WriteLine("Goal owner: {0}", firstChildGoal.GoalOwnerId.Id);
Console.WriteLine("Goal Fiscal Period: {0}",
firstChildGoal.FiscalPeriod.Value);
Console.WriteLine("Goal Fiscal Year: {0}",
firstChildGoal.FiscalYear.Value);
Console.WriteLine();
Goal secondChildGoal = new Goal()
{
Title = "Second Child Goal Example",
ConsiderOnlyGoalOwnersRecords = true,
TargetInteger = 3,
StretchTargetInteger = 4,
IsFiscalPeriodGoal = true,
FiscalPeriod = new OptionSetValue(quarterNumber),
FiscalYear = new OptionSetValue(yearNumber),
MetricId = metric.ToEntityReference(),
ParentGoalId = parentGoal.ToEntityReference(),
GoalOwnerId = new EntityReference
{
Id = _salesRepresentativeIds[1],
LogicalName = SystemUser.EntityLogicalName
},
OwnerId = new EntityReference
{
Id = _salesManagerId,
LogicalName = SystemUser.EntityLogicalName
},
RollupQueryActualIntegerId = goalRollupQuery2.ToEntityReference()
};
_secondChildGoalId = _serviceProxy.Create(secondChildGoal);
Console.WriteLine("Second child goal");
Console.WriteLine("-----------------");
Console.WriteLine("Target: {0}",
secondChildGoal.TargetInteger.Value);
Console.WriteLine("Stretch Target: {0}",
secondChildGoal.StretchTargetInteger.Value);
Console.WriteLine("Goal owner: {0}", secondChildGoal.GoalOwnerId.Id);
Console.WriteLine("Goal Fiscal Period: {0}",
secondChildGoal.FiscalPeriod.Value);
Console.WriteLine("Goal Fiscal Year: {0}",
secondChildGoal.FiscalYear.Value);
Console.WriteLine();
#endregion
#region Calculate rollup and display result
// Calculate roll-up of goals.
RecalculateRequest recalculateRequest = new RecalculateRequest()
{
Target = new EntityReference(Goal.EntityLogicalName, _parentGoalId)
};
_serviceProxy.Execute(recalculateRequest);
Console.WriteLine("Calculated roll-up of goals.");
// Retrieve and report 3 different computed values for the goals
// - Percentage
// - ComputedTargetAsOfTodayPercentageAchieved
// - ComputedTargetAsOfTodayInteger
QueryExpression retrieveValues = new QueryExpression()
{
EntityName = Goal.EntityLogicalName,
ColumnSet = new ColumnSet(
"title",
"percentage",
"computedtargetasoftodaypercentageachieved",
"computedtargetasoftodayinteger")
};
EntityCollection ec = _serviceProxy.RetrieveMultiple(retrieveValues);
// Compute and display the results
for (int i = 0; i < ec.Entities.Count; i++)
{
Goal temp = (Goal)ec.Entities[i];
Console.WriteLine("Roll-up details for goal: {0}", temp.Title);
Console.WriteLine("---------------");
Console.WriteLine("Percentage: {0}", temp.Percentage);
Console.WriteLine("ComputedTargetAsOfTodayPercentageAchieved: {0}",
temp.ComputedTargetAsOfTodayPercentageAchieved);
Console.WriteLine("ComputedTargetAsOfTodayInteger: {0}",
temp.ComputedTargetAsOfTodayInteger.Value);
Console.WriteLine("<End of Listing>");
}
#endregion
DeleteRequiredRecords(promptforDelete);
}
//</snippetRollupAllGoalsForFiscalPeriodAndStretchedTargetRevenue1>
}
// 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;
}
}
/// <summary>
/// Shows how to perform the following tasks with solutions:
/// - Create a Publisher
/// - Retrieve the Default Publisher
/// - Create a Solution
/// - Retrieve a Solution
/// - Add an existing Solution Component
/// - Remove a Solution Component
/// - Export or Package a Solution
/// - Install or Upgrade a solution
/// - Delete a Solution
/// </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();
// Call the method to create any data that this sample requires.
CreateRequiredRecords();
//<snippetWorkWithSolutions1>
//Define a new publisher
Publisher _crmSdkPublisher = new Publisher
{
UniqueName = "sdksamples",
FriendlyName = "Microsoft CRM SDK Samples",
SupportingWebsiteUrl = "http://msdn.microsoft.com/en-us/dynamics/crm/default.aspx",
CustomizationPrefix = "sample",
EMailAddress = "*****@*****.**",
Description = "This publisher was created with samples from the Microsoft Dynamics CRM SDK"
};
//Does publisher already exist?
QueryExpression querySDKSamplePublisher = new QueryExpression
{
EntityName = Publisher.EntityLogicalName,
ColumnSet = new ColumnSet("publisherid", "customizationprefix"),
Criteria = new FilterExpression()
};
querySDKSamplePublisher.Criteria.AddCondition("uniquename", ConditionOperator.Equal, _crmSdkPublisher.UniqueName);
EntityCollection querySDKSamplePublisherResults = _serviceProxy.RetrieveMultiple(querySDKSamplePublisher);
Publisher SDKSamplePublisherResults = null;
//If it already exists, use it
if (querySDKSamplePublisherResults.Entities.Count > 0)
{
SDKSamplePublisherResults = (Publisher)querySDKSamplePublisherResults.Entities[0];
_crmSdkPublisherId = (Guid)SDKSamplePublisherResults.PublisherId;
_customizationPrefix = SDKSamplePublisherResults.CustomizationPrefix;
}
//If it doesn't exist, create it
if (SDKSamplePublisherResults == null)
{
_crmSdkPublisherId = _serviceProxy.Create(_crmSdkPublisher);
Console.WriteLine(String.Format("Created publisher: {0}.", _crmSdkPublisher.FriendlyName));
_customizationPrefix = _crmSdkPublisher.CustomizationPrefix;
}
//</snippetWorkWithSolutions1>
//<snippetWorkWithSolutions2>
// Retrieve the Default Publisher
//The default publisher has a constant GUID value;
Guid DefaultPublisherId = new Guid("{d21aab71-79e7-11dd-8874-00188b01e34f}");
Publisher DefaultPublisher = (Publisher)_serviceProxy.Retrieve(Publisher.EntityLogicalName, DefaultPublisherId, new ColumnSet(new string[] {"friendlyname" }));
EntityReference DefaultPublisherReference = new EntityReference
{
Id = DefaultPublisher.Id,
LogicalName = Publisher.EntityLogicalName,
Name = DefaultPublisher.FriendlyName
};
Console.WriteLine("Retrieved the {0}.", DefaultPublisherReference.Name);
//</snippetWorkWithSolutions2>
//<snippetWorkWithSolutions3>
// Create a Solution
//Define a solution
Solution solution = new Solution
{
UniqueName = "samplesolution",
FriendlyName = "Sample Solution",
PublisherId = new EntityReference(Publisher.EntityLogicalName, _crmSdkPublisherId),
Description = "This solution was created by the WorkWithSolutions sample code in the Microsoft Dynamics CRM SDK samples.",
Version = "1.0"
};
//Check whether it already exists
QueryExpression queryCheckForSampleSolution = new QueryExpression
{
EntityName = Solution.EntityLogicalName,
ColumnSet = new ColumnSet(),
Criteria = new FilterExpression()
};
queryCheckForSampleSolution.Criteria.AddCondition("uniquename", ConditionOperator.Equal, solution.UniqueName);
//Create the solution if it does not already exist.
EntityCollection querySampleSolutionResults = _serviceProxy.RetrieveMultiple(queryCheckForSampleSolution);
Solution SampleSolutionResults = null;
if (querySampleSolutionResults.Entities.Count > 0)
{
SampleSolutionResults = (Solution)querySampleSolutionResults.Entities[0];
_solutionsSampleSolutionId = (Guid)SampleSolutionResults.SolutionId;
}
if (SampleSolutionResults == null)
{
_solutionsSampleSolutionId = _serviceProxy.Create(solution);
}
//</snippetWorkWithSolutions3>
//<snippetWorkWithSolutions4>
// Retrieve a solution
String solutionUniqueName = "samplesolution";
QueryExpression querySampleSolution = new QueryExpression
{
EntityName = Solution.EntityLogicalName,
ColumnSet = new ColumnSet(new string[] { "publisherid", "installedon", "version", "versionnumber", "friendlyname" }),
Criteria = new FilterExpression()
};
querySampleSolution.Criteria.AddCondition("uniquename", ConditionOperator.Equal, solutionUniqueName);
Solution SampleSolution = (Solution)_serviceProxy.RetrieveMultiple(querySampleSolution).Entities[0];
//</snippetWorkWithSolutions4>
//<snippetWorkWithSolutions5>
// Add an existing Solution Component
//Add the Account entity to the solution
RetrieveEntityRequest retrieveForAddAccountRequest = new RetrieveEntityRequest()
{
LogicalName = Account.EntityLogicalName
};
RetrieveEntityResponse retrieveForAddAccountResponse = (RetrieveEntityResponse)_serviceProxy.Execute(retrieveForAddAccountRequest);
AddSolutionComponentRequest addReq = new AddSolutionComponentRequest()
{
ComponentType = (int)componenttype.Entity,
ComponentId = (Guid)retrieveForAddAccountResponse.EntityMetadata.MetadataId,
SolutionUniqueName = solution.UniqueName
};
_serviceProxy.Execute(addReq);
//</snippetWorkWithSolutions5>
//<snippetWorkWithSolutions6>
// Remove a Solution Component
//Remove the Account entity from the solution
RetrieveEntityRequest retrieveForRemoveAccountRequest = new RetrieveEntityRequest()
{
LogicalName = Account.EntityLogicalName
};
RetrieveEntityResponse retrieveForRemoveAccountResponse = (RetrieveEntityResponse)_serviceProxy.Execute(retrieveForRemoveAccountRequest);
RemoveSolutionComponentRequest removeReq = new RemoveSolutionComponentRequest()
{
ComponentId = (Guid)retrieveForRemoveAccountResponse.EntityMetadata.MetadataId,
ComponentType = (int)componenttype.Entity,
SolutionUniqueName = solution.UniqueName
};
_serviceProxy.Execute(removeReq);
//</snippetWorkWithSolutions6>
//<snippetWorkWithSolutions7>
// Export or package a solution
//Export an a solution
ExportSolutionRequest exportSolutionRequest = new ExportSolutionRequest();
exportSolutionRequest.Managed = false;
exportSolutionRequest.SolutionName = solution.UniqueName;
ExportSolutionResponse exportSolutionResponse = (ExportSolutionResponse)_serviceProxy.Execute(exportSolutionRequest);
byte[] exportXml = exportSolutionResponse.ExportSolutionFile;
string filename = solution.UniqueName + ".zip";
File.WriteAllBytes(outputDir + filename, exportXml);
Console.WriteLine("Solution exported to {0}.", outputDir + filename);
//</snippetWorkWithSolutions7>
//<snippetWorkWithSolutions8>
// Install or Upgrade a Solution
byte[] fileBytes = File.ReadAllBytes(ManagedSolutionLocation);
ImportSolutionRequest impSolReq = new ImportSolutionRequest()
{
CustomizationFile = fileBytes
};
_serviceProxy.Execute(impSolReq);
Console.WriteLine("Imported Solution from {0}", ManagedSolutionLocation);
//</snippetWorkWithSolutions8>
//<snippetWorkWithSolutions9>
// Monitor import success
byte[] fileBytesWithMonitoring = File.ReadAllBytes(ManagedSolutionLocation);
ImportSolutionRequest impSolReqWithMonitoring = new ImportSolutionRequest()
{
CustomizationFile = fileBytes,
ImportJobId = Guid.NewGuid()
};
_serviceProxy.Execute(impSolReqWithMonitoring);
Console.WriteLine("Imported Solution with Monitoring from {0}", ManagedSolutionLocation);
ImportJob job = (ImportJob)_serviceProxy.Retrieve(ImportJob.EntityLogicalName, impSolReqWithMonitoring.ImportJobId, new ColumnSet(new System.String[] { "data", "solutionname" }));
System.Xml.XmlDocument doc = new System.Xml.XmlDocument();
doc.LoadXml(job.Data);
String ImportedSolutionName = doc.SelectSingleNode("//solutionManifest/UniqueName").InnerText;
String SolutionImportResult = doc.SelectSingleNode("//solutionManifest/result/@result").Value;
Console.WriteLine("Report from the ImportJob data");
Console.WriteLine("Solution Unique name: {0}", ImportedSolutionName);
Console.WriteLine("Solution Import Result: {0}", SolutionImportResult);
Console.WriteLine("");
// This code displays the results for Global Option sets installed as part of a solution.
System.Xml.XmlNodeList optionSets = doc.SelectNodes("//optionSets/optionSet");
foreach (System.Xml.XmlNode node in optionSets)
{
string OptionSetName = node.Attributes["LocalizedName"].Value;
string result = node.FirstChild.Attributes["result"].Value;
if (result == "success")
{
Console.WriteLine("{0} result: {1}",OptionSetName, result);
}
else
{
string errorCode = node.FirstChild.Attributes["errorcode"].Value;
string errorText = node.FirstChild.Attributes["errortext"].Value;
Console.WriteLine("{0} result: {1} Code: {2} Description: {3}",OptionSetName, result, errorCode, errorText);
}
}
//</snippetWorkWithSolutions9>
//<snippetWorkWithSolutions10>
// Delete a solution
QueryExpression queryImportedSolution = new QueryExpression
{
EntityName = Solution.EntityLogicalName,
ColumnSet = new ColumnSet(new string[] { "solutionid", "friendlyname" }),
Criteria = new FilterExpression()
};
queryImportedSolution.Criteria.AddCondition("uniquename", ConditionOperator.Equal, ImportedSolutionName);
Solution ImportedSolution = (Solution)_serviceProxy.RetrieveMultiple(queryImportedSolution).Entities[0];
_serviceProxy.Delete(Solution.EntityLogicalName, (Guid)ImportedSolution.SolutionId);
Console.WriteLine("Deleted the {0} solution.", ImportedSolution.FriendlyName);
//</snippetWorkWithSolutions10>
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;
}
}
