/// <summary> /// This method creates any entity records that this sample requires. /// Create a team, a queue and a role. /// Add read queue privileges to the role. /// Assign the role to the team so that they can read the queue. /// Assign the queue to the team. /// </summary> public void CreateRequiredRecords() { // Instantiate a dynamic entity and set its property values. // See the Entity Metadata topic in the SDK documentatio to determine // which attributes must be set for each entity. Entity setupQueue = new Entity("queue"); setupQueue["name"] = "Example Queue"; setupQueue["description"] = "This is an example queue."; // Create the queue record. _queueId = _service.Create(setupQueue); Console.WriteLine("Created {0}", setupQueue["name"]); // Retrieve the default business unit needed to create the team and role. QueryExpression queryDefaultBusinessUnit = new QueryExpression("businessunit"); queryDefaultBusinessUnit.ColumnSet = new ColumnSet("businessunitid"); queryDefaultBusinessUnit.Criteria = new FilterExpression(); queryDefaultBusinessUnit.Criteria.AddCondition("parentbusinessunitid", ConditionOperator.Null); Entity defaultBusinessUnit = _service.RetrieveMultiple(queryDefaultBusinessUnit).Entities[0]; // Instantiate a dynamic entity and set its property values. // See the Entity Metadata topic in the SDK documentatio to determine // which attributes must be set for each entity. Entity setupTeam = new Entity("team"); setupTeam["name"] = "Example Team"; setupTeam["businessunitid"] = new EntityReference("businessunit", defaultBusinessUnit.Id); // Create a team record. _teamId = _service.Create(setupTeam); Console.WriteLine("Created {0}", setupTeam["name"]); // Instantiate a dynamic entity and set its property values. // See the Entity Metadata topic in the SDK documentatio to determine // which attributes must be set for each entity. Entity setupRole = new Entity("role"); setupRole["name"] = "Example Role"; setupRole["businessunitid"] = new EntityReference("businessunit", defaultBusinessUnit.Id); // Create a role record. Typically you would use an exisitng role that has the // the correct privileges. For this sample we need to be sure the role has // at least the privilege to read queue records. _roleId = _service.Create(setupRole); Console.WriteLine("Created {0}", setupRole["name"]); // Create a query expression to find the prvReadQueue Privilege and prvReadMailbox Privilege. QueryExpression queryReadQueuePrivilege = new QueryExpression { EntityName = "privilege", ColumnSet = new ColumnSet("privilegeid", "name"), Criteria = new FilterExpression() }; queryReadQueuePrivilege.Criteria.AddCondition("name", ConditionOperator.In, "prvReadQueue", "prvReadMailbox"); // Retrieve the prvReadQueue privilege and prvReadMailbox Privilege. DataCollection <Entity> readQueuePrivilege = _serviceProxy.RetrieveMultiple(queryReadQueuePrivilege).Entities; Console.WriteLine("Retrieved {0}", readQueuePrivilege.Count); // Define a list to hold the RolePrivileges we'll need to add List <RolePrivilege> rolePrivileges = new List <RolePrivilege>(); foreach (Privilege privilege in readQueuePrivilege) { RolePrivilege rolePrivilege = new RolePrivilege( (int)PrivilegeDepth.Local, privilege.PrivilegeId.Value); rolePrivileges.Add(rolePrivilege); } // Add the prvReadQueue and prvReadMailbox privilege to the example role. AddPrivilegesRoleRequest addPrivilegesRequest = new AddPrivilegesRoleRequest { RoleId = _roleId, Privileges = rolePrivileges.ToArray() }; _service.Execute(addPrivilegesRequest); Console.WriteLine("Added privilege to role"); // Add the role to the team. AssociateRequest associate = new AssociateRequest() { Target = new EntityReference(Team.EntityLogicalName, _teamId), RelatedEntities = new EntityReferenceCollection() { new EntityReference(Role.EntityLogicalName, _roleId) }, Relationship = new Relationship("teamroles_association") }; _service.Execute(associate); Console.WriteLine("Assigned team to role"); // It takes some time for the privileges to propogate to the team. Delay the // application until the privilege has been assigned. bool teamLacksPrivilege = true; while (teamLacksPrivilege) { RetrieveTeamPrivilegesRequest retrieveTeamPrivilegesRequest = new RetrieveTeamPrivilegesRequest { TeamId = _teamId }; RetrieveTeamPrivilegesResponse retrieveTeamPrivilegesResponse = (RetrieveTeamPrivilegesResponse)_service.Execute(retrieveTeamPrivilegesRequest); foreach (Microsoft.Crm.Sdk.Messages.RolePrivilege rp in retrieveTeamPrivilegesResponse.RolePrivileges) { if (retrieveTeamPrivilegesResponse.RolePrivileges[0].PrivilegeId == readQueuePrivilege[0].Id && retrieveTeamPrivilegesResponse.RolePrivileges[1].PrivilegeId == readQueuePrivilege[1].Id) { teamLacksPrivilege = false; break; } else { System.Threading.Thread.CurrentThread.Join(500); } } } return; }
/// <summary> /// This method creates any entity records that this sample requires. /// Create a queue record. /// Create a team record. /// Create a role and add queue privileges. /// Assign role to team. /// </summary> public void CreateRequiredRecords() { 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.", QueueViewType = new OptionSetValue(QueueViewType.Private) }; // Create a new queue and store its returned GUID in a variable for later use. _queueId = _serviceProxy.Create(newQueue); Console.WriteLine("Created {0}", newQueue.Name); // Retrieve the default business unit for the creation of the team and role. QueryExpression queryDefaultBusinessUnit = new QueryExpression { EntityName = BusinessUnit.EntityLogicalName, ColumnSet = new ColumnSet("businessunitid"), Criteria = new FilterExpression { Conditions = { new ConditionExpression { AttributeName = "parentbusinessunitid", Operator = ConditionOperator.Null } } } }; BusinessUnit defaultBusinessUnit = (BusinessUnit)_serviceProxy.RetrieveMultiple( queryDefaultBusinessUnit).Entities[0]; // Create a new example team. Team setupTeam = new Team { Name = "Example Team", BusinessUnitId = new EntityReference(BusinessUnit.EntityLogicalName, defaultBusinessUnit.BusinessUnitId.Value) }; _teamId = _serviceProxy.Create(setupTeam); Console.WriteLine("Created {0}", setupTeam.Name); // Create a new example role. Role setupRole = new Role { Name = "Example Role", BusinessUnitId = new EntityReference(BusinessUnit.EntityLogicalName, defaultBusinessUnit.BusinessUnitId.Value) }; _roleId = _serviceProxy.Create(setupRole); Console.WriteLine("Created {0}", setupRole.Name); // Retrieve the prvReadQueue and prvAppendToQueue privileges. QueryExpression queryQueuePrivileges = new QueryExpression { EntityName = Privilege.EntityLogicalName, ColumnSet = new ColumnSet("privilegeid", "name"), Criteria = new FilterExpression { Conditions = { new ConditionExpression { AttributeName = "name", Operator = ConditionOperator.In, Values = { "prvReadQueue", "prvAppendToQueue" } } } } }; DataCollection <Entity> retrievedQueuePrivileges = _serviceProxy.RetrieveMultiple(queryQueuePrivileges).Entities; Console.WriteLine("Retrieved prvReadQueue and prvAppendToQueue privileges."); // Define a list to hold the RolePrivileges we'll need to add List <RolePrivilege> rolePrivileges = new List <RolePrivilege>(); foreach (Privilege privilege in retrievedQueuePrivileges) { RolePrivilege rolePrivilege = new RolePrivilege( (int)PrivilegeDepth.Local, privilege.PrivilegeId.Value); rolePrivileges.Add(rolePrivilege); } // Add the prvReadQueue and prvAppendToQueue privileges to the example role. AddPrivilegesRoleRequest addPrivilegesRequest = new AddPrivilegesRoleRequest { RoleId = _roleId, Privileges = rolePrivileges.ToArray() }; _serviceProxy.Execute(addPrivilegesRequest); Console.WriteLine("Retrieved privileges are added to {0}.", setupRole.Name); // Add the example role to the example team. _serviceProxy.Associate( Team.EntityLogicalName, _teamId, new Relationship("teamroles_association"), new EntityReferenceCollection() { new EntityReference(Role.EntityLogicalName, _roleId) }); // It takes some time for the privileges to propogate to the team. // Verify this is complete before continuing. bool teamLacksPrivilege = true; while (teamLacksPrivilege) { RetrieveTeamPrivilegesRequest retrieveTeamPrivilegesRequest = new RetrieveTeamPrivilegesRequest { TeamId = _teamId }; RetrieveTeamPrivilegesResponse retrieveTeamPrivilegesResponse = (RetrieveTeamPrivilegesResponse)_serviceProxy.Execute( retrieveTeamPrivilegesRequest); if (retrieveTeamPrivilegesResponse.RolePrivileges.Any( rp => rp.PrivilegeId == rolePrivileges[0].PrivilegeId) && retrieveTeamPrivilegesResponse.RolePrivileges.Any( rp => rp.PrivilegeId == rolePrivileges[1].PrivilegeId)) { teamLacksPrivilege = false; } else { Thread.Sleep(1000); } } Console.WriteLine("{0} has been added to {1}", setupRole.Name, setupTeam.Name); return; }
public static void AssignAccessTeam() { Entity entTeam = new Entity("team"); entTeam.Attributes["name"] = "test unit"; entTeam["businessunitid"] = new EntityReference("businessunit", new Guid("7DFC241C-06DA-E911-AA24-000D3A3ABDB6")); Guid teamId = svc.Create(entTeam); Console.WriteLine("Created {0}", entTeam.Attributes["name"]); // Add the role to the team. svc.Associate( "team", teamId, new Relationship("teamroles_association"), new EntityReferenceCollection() { new EntityReference("role", new Guid("81FC241C-06DA-E911-AA24-000D3A3ABDB6")) }); Console.WriteLine("Assigned team to role"); // It takes some time for the privileges to propagate to the team. Delay the // application until the privilege has been assigned. bool teamLacksPrivilege = true; while (teamLacksPrivilege) { RetrieveTeamPrivilegesRequest retrieveTeamPrivilegesRequest = new RetrieveTeamPrivilegesRequest { TeamId = teamId }; RetrieveTeamPrivilegesResponse retrieveTeamPrivilegesResponse = (RetrieveTeamPrivilegesResponse)svc.Execute( retrieveTeamPrivilegesRequest); foreach (RolePrivilege rp in retrieveTeamPrivilegesResponse.RolePrivileges) { if (rp.PrivilegeId == new Guid("81FC241C-06DA-E911-AA24-000D3A3ABDB6")) { teamLacksPrivilege = false; break; } else { System.Threading.Thread.CurrentThread.Join(500); } } } AssignRequest assignRequest = new AssignRequest() { Assignee = new EntityReference("team", teamId), Target = new EntityReference("madmv_ma_application", new Guid("6d52f446-38ec-e911-a812-000d3a3349d4")) // app 1469 }; svc.Execute(assignRequest); Console.WriteLine("The account is owned by the team."); }
/// <summary> /// This method creates any entity records that this sample requires. /// Create a team, an account and a role. /// Add read account privileges to the role. /// Assign the role to the team so that they can read the account. /// Assign the account to the team. /// </summary> public void CreateRequiredRecords() { // Instantiate an account 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. Account setupAccount = new Account { Name = "Example Account" }; // Create the account record. _accountId = _service.Create(setupAccount); Console.WriteLine("Created {0}", setupAccount.Name); // Retrieve the default business unit needed to create the team and role. QueryExpression queryDefaultBusinessUnit = new QueryExpression { EntityName = BusinessUnit.EntityLogicalName, ColumnSet = new ColumnSet("businessunitid"), Criteria = new FilterExpression() }; queryDefaultBusinessUnit.Criteria.AddCondition("parentbusinessunitid", ConditionOperator.Null); BusinessUnit defaultBusinessUnit = (BusinessUnit)_service.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 = "Example Team", BusinessUnitId = new EntityReference(BusinessUnit.EntityLogicalName, defaultBusinessUnit.Id) }; // Create a team record. _teamId = _service.Create(setupTeam); Console.WriteLine("Created {0}", setupTeam.Name); // Instantiate a role 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. Role setupRole = new Role { Name = "Example Role", BusinessUnitId = new EntityReference(BusinessUnit.EntityLogicalName, defaultBusinessUnit.Id) }; // Create a role record. Typically you would use an existing role that has the // the correct privileges. For this sample we need to be sure the role has // at least the privilege to read account records. _roleId = _service.Create(setupRole); Console.WriteLine("Created {0}", setupRole.Name); // Create a query expression to find the prvReadAccountPrivilege. QueryExpression queryReadAccountPrivilege = new QueryExpression { EntityName = Privilege.EntityLogicalName, ColumnSet = new ColumnSet("privilegeid", "name"), Criteria = new FilterExpression() }; queryReadAccountPrivilege.Criteria.AddCondition("name", ConditionOperator.Equal, "prvReadAccount"); // Retrieve the prvReadAccount privilege. Entity readAccountPrivilege = _service.RetrieveMultiple( queryReadAccountPrivilege)[0]; Console.WriteLine("Retrieved {0}", readAccountPrivilege.Attributes["name"]); //<snippetAssignRecordToTeam2> // Add the prvReadAccount privilege to the example roles to assure the // team can read accounts. AddPrivilegesRoleRequest addPrivilegesRequest = new AddPrivilegesRoleRequest { RoleId = _roleId, Privileges = new[] { // Grant prvReadAccount privilege. new RolePrivilege { PrivilegeId = readAccountPrivilege.Id } } }; _service.Execute(addPrivilegesRequest); //</snippetAssignRecordToTeam2> Console.WriteLine("Added privilege to role"); // Add the role to the team. _service.Associate( Team.EntityLogicalName, _teamId, new Relationship("teamroles_association"), new EntityReferenceCollection() { new EntityReference(Role.EntityLogicalName, _roleId) }); Console.WriteLine("Assigned team to role"); //<snippetAssignRecordToTeam3> // It takes some time for the privileges to propagate to the team. Delay the // application until the privilege has been assigned. bool teamLacksPrivilege = true; while (teamLacksPrivilege) { RetrieveTeamPrivilegesRequest retrieveTeamPrivilegesRequest = new RetrieveTeamPrivilegesRequest { TeamId = _teamId }; RetrieveTeamPrivilegesResponse retrieveTeamPrivilegesResponse = (RetrieveTeamPrivilegesResponse)_service.Execute( retrieveTeamPrivilegesRequest); foreach (RolePrivilege rp in retrieveTeamPrivilegesResponse.RolePrivileges) { if (rp.PrivilegeId == readAccountPrivilege.Id) { teamLacksPrivilege = false; break; } else { System.Threading.Thread.CurrentThread.Join(500); } } } //</snippetAssignRecordToTeam3> return; }