예제 #1
1
        /// <summary>
        /// This method first connects to the Organization service. Afterwards, it
        /// retrieves roles.
        /// </summary>
        /// <param name="serverConfig">Contains server connection information.</param>
        /// <param name="promptforDelete">When True, the user is prompted to delete all
        /// created entities.</param>
        public void Run(ServerConnection.Configuration serverConfig, bool promptforDelete)
        {
            try
            {
                //<snippetRetrieveRolesForOrg1>
                // 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))
                {
                    QueryExpression query = new QueryExpression
                    {
                        EntityName = Role.EntityLogicalName,
                        ColumnSet = new ColumnSet("name", "roleid")

                    };

                    EntityCollection entities = _serviceProxy.RetrieveMultiple(query);
                    // Write the name and ID of each role to the console.
                    foreach (Entity item in entities.Entities)
                    {
                        Role role = item.ToEntity<Role>();
                        Console.WriteLine("Name: {0}. Id: {1}", role.Name, role.Id);
                    }
                    
                }
                //</snippetRetrieveRolesForOrg1>
            }
            // 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;
            }
        }
예제 #2
0
        private void Connect()
        {
            ServerConnection serverConnect = new ServerConnection();
            ServerConnection.Configuration serverConfig = serverConnect.GetServerConfiguration();

            this.service = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri, serverConfig.Credentials, serverConfig.DeviceCredentials);
        }
예제 #3
0
        /// <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.
        /// <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();



                    //<snippetDeleteQueue1> 			
                    // Delete the queue instance.
                    _serviceProxy.Delete(Queue.EntityLogicalName, _queueId);

                    //</snippetDeleteQueue1>

                    Console.WriteLine("Deleted a queue instance.");
                }
            }
            // 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;
            }
        }
예제 #4
0
        public void Run(ServerConnection.Configuration serverConfig, string solutionPath)
        {
            try
            {
                using (OrganizationServiceProxy _serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri, serverConfig.Credentials, serverConfig.DeviceCredentials))
                {
                    byte[] data = File.ReadAllBytes(solutionPath);
                    Guid importId = Guid.NewGuid();

                    Console.WriteLine("\n Importing solution {0} into Server {1}.", solutionPath, serverConfig.OrganizationUri);

                    _serviceProxy.EnableProxyTypes();
                    ImportSolutionRequest importSolutionRequest = new ImportSolutionRequest()
                    {
                        CustomizationFile = data,
                        ImportJobId = importId
                    };

                    ThreadStart starter = () =>ProgressReport(serverConfig, importId);
                    Thread t = new Thread(starter);
                    t.Start();

                    _serviceProxy.Execute(importSolutionRequest);
                    Console.Write("Solution {0} successfully imported into {1}", solutionPath, serverConfig.OrganizationUri);
                }
            }
            catch (Exception ex)
            {

            }
        }
예제 #5
0
        /// <summary>
        /// Run the sample.
        /// </summary>
        /// <param name="serverConfig">configuration for the server.</param>
        /// <param name="promptToDelete">
        /// whether or not to prompt the user to delete created records.
        /// </param>
        public void Run(ServerConnection.Configuration serverConfig, bool promptToDelete)
        {
            using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,
                                                                     serverConfig.Credentials, serverConfig.DeviceCredentials))
            {
                using (_context = new ServiceContext(_serviceProxy))
                {
                    // This statement is required to enable early-bound type support.
                    _serviceProxy.EnableProxyTypes();

                    // This statments checks whether Standard Email templates are present
                    var emailTemplateId = (
                                       from emailTemplate in _context.TemplateSet
                                       where emailTemplate.Title == "Contact Reconnect"
                                       select emailTemplate.Id
                                      ).FirstOrDefault();             
                           
                    if (emailTemplateId != Guid.Empty)
                    {
                        CreateRequiredRecords();

                        // Perform the bulk delete.  If you want to perform a recurring delete
                        // operation, then leave this as it is.  Otherwise, pass in false as the
                        // first parameter.
                        PerformBulkDelete(true, promptToDelete);
                    }
                    else
                    {
                        throw new ArgumentException("Standard Email Templates are missing");
                    }
                }
            }
        }
예제 #6
0
        /// <summary>
        /// Create and configure the organization service proxy.
        /// Call the method to create any data that this sample requires.
        /// Query the connections.
        /// 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();

                    //<snippetQueryConnections1>
                    // This query retrieves all connections this contact is part of.
                    QueryExpression query = new QueryExpression
                    {
                        EntityName = Connection.EntityLogicalName,
                        ColumnSet = new ColumnSet("connectionid"),
                        Criteria = new FilterExpression
                        {
                            FilterOperator = LogicalOperator.And,
                            Conditions = 
                        {
                            // You can safely query against only record1id or
                            // record2id - CRM will find all connections this 
                            // entity is a part of either way.
                            new ConditionExpression
                            {
                                AttributeName = "record1id",
                                Operator = ConditionOperator.Equal,
                                Values = { _contactId }
                            }
                        }
                        }
                    };

                    EntityCollection results = _serviceProxy.RetrieveMultiple(query);

                    // TODO: Here you could do a variety of tasks with the 
                    // connections retrieved, such as listing the connected entities,
                    // finding reciprocal connections, etc.
                    //</snippetQueryConnections1>  

                    Console.WriteLine("Retrieved {0} connectionrole instances.", results.Entities.Count);

                    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;
            }
        }
예제 #7
0
        /// <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;
            }
        }
예제 #8
0
        /// <summary>
        /// Create and configure the organization service proxy.
        /// 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.
        /// 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();

                    _service = (IOrganizationService)_serviceProxy;

                    // Call the method to create any data that this sample requires.
                    CreateRequiredRecords();

                    //<snippetAssociateDisassociate1>
                    // Associate the accounts to the contact record.

                    // Create a collection of the entities that will be 
                    // associated to the contact.
                    EntityReferenceCollection relatedEntities = new EntityReferenceCollection();
                    relatedEntities.Add(new EntityReference(Account.EntityLogicalName, _account1Id));
                    relatedEntities.Add(new EntityReference(Account.EntityLogicalName, _account2Id));
                    relatedEntities.Add(new EntityReference(Account.EntityLogicalName, _account3Id));

                    // Create an object that defines the relationship between the contact and account.
                    Relationship relationship = new Relationship("account_primary_contact");


                    //Associate the contact with the 3 accounts.
                    _service.Associate(Contact.EntityLogicalName, _contactId, relationship,
                        relatedEntities);

                    Console.WriteLine("The entities have been associated.");

                    //Disassociate the records.
                    _service.Disassociate(Contact.EntityLogicalName, _contactId, relationship,
                        relatedEntities);

                    //</snippetAssociateDisassociate1>

                    Console.WriteLine("The entities have been disassociated.");

                    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;
            }
        }
예제 #9
0
        /// <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
            {

                // 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();

                    _service = (IOrganizationService)_serviceProxy;

                    CreateRequiredRecords();

                    //<snippetQueryByAttribute1>
                    //  Create query using QueryByAttribute.
                    QueryByAttribute querybyattribute = new QueryByAttribute("account");
                    querybyattribute.ColumnSet = new ColumnSet("name", "address1_city", "emailaddress1");

                    //  Attribute to query.
                    querybyattribute.Attributes.AddRange("address1_city");

                    //  Value of queried attribute to return.
                    querybyattribute.Values.AddRange("Redmond");

                    //  Query passed to service proxy.
                    EntityCollection retrieved = _service.RetrieveMultiple(querybyattribute);

                    System.Console.WriteLine("Query Using QueryByAttribute");
                    System.Console.WriteLine("===============================");

                    //  Iterate through returned collection.
                    foreach (var c in retrieved.Entities)
                    {
                        System.Console.WriteLine("Name: " + c.Attributes["name"]);
                        
                        if( c.Attributes.Contains("address1_city") )
                            System.Console.WriteLine("Address: " + c.Attributes["address1_city"]);

                        if( c.Attributes.Contains("emailaddress1") )
                            System.Console.WriteLine("E-mail: " + c.Attributes["emailaddress1"]);
                    }
                    System.Console.WriteLine("===============================");
                    //</snippetQueryByAttribute1>

                    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;
            }
        }
예제 #10
0
        /// <summary>
        /// Demonstrates how to programmatically install and uninstall the Microsoft
        /// Dynamics CRM sample data records.
        /// </summary>
        /// <param name="serverConfig">Contains server connection information.</param>
        /// <param name="promptforDelete">Not applicable for this sample.</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();
                    //<snippetImportOrRemoveSampleData1>

                    // Prompt user to install/uninstall sample data.
                    Console.WriteLine("Would you like to:");
                    Console.WriteLine("1) Install sample data for Microsoft Dynamics CRM?");
                    Console.WriteLine("2) Uninstall sample data for Microsoft Dynamics CRM?");
                    Console.Write("Press [1] to Install, [2] to Uninstall: ");
                    String answer = Console.ReadLine();

                    // Update the sample data based on the user's response.
                    switch (answer)
                    {
                        case "1":
                            Console.WriteLine("Installing sample data...");
                            InstallSampleDataRequest request =
                                new InstallSampleDataRequest();
                            InstallSampleDataResponse response =
                                (InstallSampleDataResponse)_serviceProxy.Execute(request);
                            Console.WriteLine("Sample data successfully installed.");
                            break;
                        case "2":
                            Console.WriteLine("Uninstalling sample data...");
                            UninstallSampleDataRequest request2 =
                                new UninstallSampleDataRequest();
                            UninstallSampleDataResponse response2 =
                                (UninstallSampleDataResponse)_serviceProxy.Execute(request2);
                            Console.WriteLine("Sample data successfully uninstalled.");
                            break;
                        default:
                            Console.WriteLine("Neither option was selected. No changes have been made to your records.");
                            break;
                    }

                }
                //</snippetImportOrRemoveSampleData1>
            }

            // 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 a new currency within the system, setting its 
        /// exchange rate to a pre-defined value. It then issues a 
        /// RetrieveExchangeRateRequest to get the exchange rate from the created 
        /// currency to the organization's base currency. Finally, it retrieves the 
        /// organization's base currency and displays the conversion rate.
        /// </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
            {
                //<snippetTransactionCurrencyExchangeRate1>
                // 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))
                // using the service context makes retrieving entities easier
                using (_context = new ServiceContext(_serviceProxy))
                {
                    // This statement is required to enable early-bound type support.
                    _serviceProxy.EnableProxyTypes();

                    String currentOrganizatoinUniqueName = GetCurrentOrganizationName(serverConfig);

                    CreateRequiredRecords();

                    RetrieveExchangeRateRequest request = new RetrieveExchangeRateRequest()
                    {
                        TransactionCurrencyId = _currency.Id
                    };
                    RetrieveExchangeRateResponse response = 
                        (RetrieveExchangeRateResponse)_serviceProxy.Execute(request);
                    Console.WriteLine("  Retrieved exchange rate for created currency");

                    // get the base currency for the current org
                    var baseCurrencyName = 
                        (from currency in _context.TransactionCurrencySet
                         join org in _context.OrganizationSet 
                         on currency.Id equals org.BaseCurrencyId.Id
                         where org.Name == currentOrganizatoinUniqueName
                         select currency.CurrencyName).FirstOrDefault();
                    Console.WriteLine("  This organization's base currency is {0}",
                        baseCurrencyName);

                    Console.WriteLine(
                        "  The conversion from {0} -> {1} is {2}",
                        _currency.CurrencyName,
                        baseCurrencyName,
                        response.ExchangeRate);

                    DeleteRequiredRecords(promptforDelete);
                }
                //</snippetTransactionCurrencyExchangeRate1>
            }

            // 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;
            }
        }
예제 #12
0
        /// <summary>
        /// This method first connects to the Organization service. 
        /// Initiate method to create any entity records that this sample requires.
        /// Retrieves new owner's details. 
        /// Update the queue item record to assign it to new owner.
        /// Optionally delete any entity records that were created for this sample.
        /// <para name="organizationFriendlyName">The friendly name of the 
        /// target organization.</para>
        /// <para name="discoveryServer">The name of the discovery server.</para>
        /// <param name="promptForDelete">Indicates whether to prompt the user to 
        /// delete the records created in this sample.</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();

                    //<snippetAssignQueueItemWorker1>
                    // Retrieve the current user information.
                    WhoAmIRequest whoAmIRequest = new WhoAmIRequest();
                    WhoAmIResponse whoAmIResponse = (WhoAmIResponse)_serviceProxy.Execute(
                        whoAmIRequest);

                    ColumnSet columnSet = new ColumnSet("fullname");
                    SystemUser currentUser = (SystemUser)_serviceProxy.Retrieve(
                        SystemUser.EntityLogicalName,
                        whoAmIResponse.UserId, columnSet);
                    String currentUserName = currentUser.FullName;
                    _userId = currentUser.Id;

                    // Create an instance of an existing queueitem in order to specify 
                    // the user that will be working on it using PickFromQueueRequest.

                    PickFromQueueRequest pickFromQueueRequest = new PickFromQueueRequest
                    {
                        QueueItemId = _queueItemId,
                        WorkerId = _userId
                    };

                    _serviceProxy.Execute(pickFromQueueRequest);
                    //</snippetAssignQueueItemWorker1>  

                    Console.WriteLine("The letter queue item is queued for new owner {0}.",
                        currentUserName);

                    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;
            }
        }
예제 #13
0
        /// <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;
            }
        }
예제 #14
0
        /// <summary>
        /// Create and configure the organization service proxy.        
        /// Retrieve the history limit of a report.
        /// 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();

                    //<snippetGetReportHistoryLimit1>

                    // Query for an an existing report: Account Overview. This is a default report in Microsoft Dynamics CRM.				    
                    QueryByAttribute reportQuery = new QueryByAttribute(Report.EntityLogicalName);
                    reportQuery.AddAttributeValue("name", "Account Overview");
                    reportQuery.ColumnSet = new ColumnSet("reportid");

                    // Get the report.
                    EntityCollection retrieveReports = _serviceProxy.RetrieveMultiple(reportQuery);

                    // Convert retrieved Entity to a report
                    Report retrievedReport = (Report)retrieveReports.Entities[0];
                    Console.WriteLine("Retrieved the 'Account Overview' report.");

                    // Use the Download Report Definition message.
                    GetReportHistoryLimitRequest reportHistoryRequest = new GetReportHistoryLimitRequest
                    {
                        ReportId = retrievedReport.ReportId.Value
                    };

                    GetReportHistoryLimitResponse reportHistoryResponse = (GetReportHistoryLimitResponse)_serviceProxy.Execute(reportHistoryRequest);

                    // Access the history limit data
                    int historyLimit = reportHistoryResponse.HistoryLimit;

                    Console.WriteLine("The report history limit is {0}.", historyLimit);

                    //</snippetGetReportHistoryLimit1>
                    
                }
            }
            // 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;
            }
        }
예제 #15
0
        /// <summary>
        /// Run the sample.
        /// </summary>
        /// <param name="serverConfig">configuration for the server.</param>
        /// <param name="promptToDelete">
        /// whether or not to prompt the user to delete created records.
        /// </param>
        public void Run(ServerConnection.Configuration serverConfig, bool promptToDelete)
        {
            using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,
                                                                     serverConfig.Credentials, serverConfig.DeviceCredentials))
            {
                // This statement is required to enable early-bound type support.
                _serviceProxy.EnableProxyTypes();

                PerformBulkDeleteBackup();
                DeleteRequiredRecords(promptToDelete);
            }
        }
        /// <summary>
        /// Create and configure the organization service proxy.
        /// Retrieve organization-owned visualizations.
        /// 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();

                    //<snippetRetrieveVisualizationsAttachedToAnEntity1>
                    // Create a query for retrieving all organization-owned visualizations 
                    // that are attached to the account entity.
                    QueryExpression mySavedQuery = new QueryExpression
                    {
                        EntityName = SavedQueryVisualization.EntityLogicalName,
                        ColumnSet = new ColumnSet("name"),
                        Criteria = new FilterExpression
                        {
                            Conditions = 
                         {
                            new ConditionExpression
                               {
                                  AttributeName = "primaryentitytypecode",
                                  Operator = ConditionOperator.Equal,
                                  Values =  {Account.EntityLogicalName}
                               }
                         }
                        }
                    };

                    // Retrieve a collection of organization-owned visualizations that are attached to the account entity.
                    DataCollection<Entity> results = _serviceProxy.RetrieveMultiple(mySavedQuery).Entities;

                    // Display the names of the retrieved organization-owned visualizations.
                    Console.WriteLine("Retrieved the following visualizations for the Account entity:");
                    foreach (Entity entity in results)
                    {
                        SavedQueryVisualization orgVisualization = (SavedQueryVisualization)entity;
                        Console.WriteLine("{0}", orgVisualization.Name);
                    }
                    //</snippetRetrieveVisualizationsAttachedToAnEntity1>  
                }
            }
            // 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;
            }
        }
예제 #17
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        /// <summary>
        /// This method first connects to the organization service. Afterwards,
        /// auditing is enabled on the organization, account entity, and a couple
        /// of attributes.
        /// </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)
        {
            using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,serverConfig.Credentials, serverConfig.DeviceCredentials))
            {
                // This statement is required to enable early bound type support.
                _serviceProxy.EnableProxyTypes();

                // Log the start time to ensure deletion of records created during execution.
                _executionDate = DateTime.Today;
                ImportRecords();
                DeleteRequiredRecords(promptforDelete);
            }
        }
 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();
         CreateMarketingList();
         DistributeCampaign();
         DeleteRecords(promptforDelete);
     }
 }
 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();
         DoQueryExpressionToFetchXmlConversion();
         DoFetchXmlToQueryExpressionConversion();
         DeleteRequiredRecords(promptforDelete);
     }
 }
        /// <summary>
        /// Create and configure the organization service proxy.
        /// Initiate the method to create any data that this sample requires.
        /// End the recurring appointment series.
        /// 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();

                    //<snippetEndRecurringAppointmentSeries1>                

                    // Retrieve a recurring appointment series
                    RecurringAppointmentMaster retrievedRecurringAppointmentSeries = (RecurringAppointmentMaster)_serviceProxy.Retrieve(RecurringAppointmentMaster.EntityLogicalName, _recurringAppointmentMasterId, new ColumnSet(true));

                    // Use the DeleteOpenInstances message to end the series to the
                    // last occurring past instance date w.r.t. the series end date
                    // (i.e., 20 days from today). Effectively, that means that the 
                    // series will end after the third instance (day 14) as this
                    // instance is the last occuring past instance w.r.t the specified 
                    // series end date (20 days from today).
                    // Also specify that the state of past instances (w.r.t. the series 
                    // end date) be set to 'completed'.
                    DeleteOpenInstancesRequest endAppointmentSeries = new DeleteOpenInstancesRequest
                    {
                        Target = retrievedRecurringAppointmentSeries,
                        SeriesEndDate = DateTime.Today.AddDays(20),
                        StateOfPastInstances = (int)AppointmentState.Completed
                    };
                    _serviceProxy.Execute(endAppointmentSeries);

                    Console.WriteLine("The recurring appointment series has been ended after the third occurrence.");

                    //</snippetEndRecurringAppointmentSeries1>

                    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;
            }
        }
예제 #21
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        static public void Main(string[] args)
        {
            // The connection to the Organization web service.
            OrganizationServiceProxy serviceProxy = null;

            try
            {
                // Obtain the target organization's web address and client logon credentials
                // from the user by using a helper class.
                ServerConnection serverConnect = new ServerConnection();
                ServerConnection.Configuration config = serverConnect.GetServerConfiguration();

                // Establish an authenticated connection to the Organization web service. 
                serviceProxy = new OrganizationServiceProxy(config.OrganizationUri, config.HomeRealmUri,
                                                            config.Credentials, config.DeviceCredentials);

                CRUDOperations app = new CRUDOperations();

                // Create any records that must exist in the database. These record references are
                // stored in a collection so the records can be deleted later.
                EntityReferenceCollection records =
                    app.CreateRequiredEntityRecords(serviceProxy);

                // Perform the primary operation of this sample.
                app.Run(serviceProxy, records);

                // Delete all remaining records that were created by this sample.
                app.DeleteEntityRecords(serviceProxy, records, true);
            }

            // Some exceptions to consider catching.
            //<snippetCRUDOperations3>
            catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault> e) { HandleException(e); }
            catch (TimeoutException e) { HandleException(e); }
            catch (SecurityTokenValidationException e) { HandleException(e); }
            catch (ExpiredSecurityTokenException e) { HandleException(e); }
            catch (MessageSecurityException e) { HandleException(e); }
            catch (SecurityNegotiationException e) { HandleException(e); }
            catch (SecurityAccessDeniedException e) { HandleException(e); }
            catch (Exception e) { HandleException(e); }
            //</snippetCRUDOperations3>

            finally
            {
                // Always dispose the service object to close the service connection and free resources.
                if (serviceProxy != null) serviceProxy.Dispose();

                Console.WriteLine("Press <Enter> to exit.");
                Console.ReadLine();
            }
        }
예제 #22
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        /// <summary>
        /// Create and configure the organization service proxy.
        /// Call the method to create any data that this sample requires.
        /// Update the connectionrole instance.
        /// Optionally delete any entity records that were created for this sample.
        /// </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();

                    //<snippetUpdateConnectionRole1>
                    // 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
                    };

                    // Update the connectionrole instance.
                    ConnectionRole connectionRole = new ConnectionRole
                    {
                        ConnectionRoleId = _connectionRoleId,
                        Name = "Updated Connection Role",
                        Description = "This is an updated connection role.",
                        Category = new OptionSetValue(Categories.Other)
                    };

                    _serviceProxy.Update(connectionRole);

                    //</snippetUpdateConnectionRole1>  

                    Console.WriteLine("Updated the connectionrole instance.");

                    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;
            }
        }
예제 #23
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        /// <summary>
        /// Creates a sales order and shows how to close using the FulfillSalesOrderRequest 
        /// </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)
        {
            using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,serverConfig.Credentials, serverConfig.DeviceCredentials))
            {
                // This statement is required to enable early-bound type support.
                _serviceProxy.EnableProxyTypes();

                CreateCustomer();
                CreateSalesOrder();
                CloseSalesOrder();
                DeleteRequiredRecords(promptforDelete);
            }
        }
 /// <summary>
 /// Enables dupe detection and retrieves duplicates. 
 /// </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)
 {
     using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,serverConfig.Credentials, serverConfig.DeviceCredentials))
     {
         // This statement is required to enable early-bound type support.
         _serviceProxy.EnableProxyTypes();
         EnableDuplicateDetectionForOrg();
         EnableDuplicateDetectionForEntity(Account.EntityLogicalName);
         PublishRulesForEntity(Account.EntityLogicalName);
         CreateAccountRecords();
         RetrieveDuplicates();
         DeleteRequiredRecords(promptforDelete);
     }
 }
예제 #25
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        /// <summary>
        /// This method first connects to the Organization service. Afterwards, it
        /// creates/retrieves a system user, and
        /// updates the system user to disable/enable the user 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
            {
                //<snippetDisableOrEnableUser1>
                // 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 a user.
                    SystemUser user = _serviceProxy.Retrieve(SystemUser.EntityLogicalName,
                        _userId, new ColumnSet(new String [] {"systemuserid", "firstname", "lastname"})).ToEntity<SystemUser>();

                    if (user != null)
                    {
                        Console.WriteLine("{1} {0} user account is retrieved.", user.LastName, user.FirstName);
                        SetStateRequest request = new SetStateRequest() { 
                            EntityMoniker = user.ToEntityReference(),
                            // Sets the user to disabled.
                            State = new OptionSetValue(1),
                            // Required by request but always valued at -1 in this context.
                            Status = new OptionSetValue(-1)
                            /*
                            //Sets the user to enabled.
                            State = new OptionSetValue(0),
                            // Required by request but always valued at -1 in this context.
                            Status = new OptionSetValue(-1)    
                            */
                        };

                        _serviceProxy.Execute(request);

                        Console.WriteLine("User account is disabled.");
                    }
                    DeleteRequiredRecords(promptforDelete);
                }
                //</snippetDisableOrEnableUser1>
            }
            // 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;
            }
        }
예제 #26
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        /// <summary>
        /// This method first connects to the Organization service. Afterwards,
        /// a user dashbaord is assigned to another 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
            {
                
                // 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();

                    //<snippetAssignDashboardToUser1>
                    AssignRequest assignRequest = new AssignRequest
                    {
                        Assignee = new EntityReference
                        {
                            LogicalName = SystemUser.EntityLogicalName,
                            // Here we could assign the visualization to the newly created user
                            Id = _otherUserId
                        },

                        Target = new EntityReference
                        {
                            LogicalName = UserForm.EntityLogicalName,
                            Id = _userDashboardId
                        }
                    };
                    _serviceProxy.Execute(assignRequest);

                    Console.WriteLine("The user dashboard has been assigned to Kevin Cook.");
                        
                    //</snippetAssignDashboardToUser1>

                    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;
            }
        }
예제 #27
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        /// <summary>
        /// Create and configure the organization service proxy.
        /// Call the method to create any data that this sample requires.
        /// Create a new connection between the account and the contact.
        /// 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();

                    //<snippetCreateConnection1>
                    // Create a connection between the account and the contact.
                    // Assign a connection role to a record.
                    Connection newConnection = new Connection
                    {
                        Record1Id = new EntityReference(Account.EntityLogicalName,
                            _accountId),
                        Record1RoleId = new EntityReference(ConnectionRole.EntityLogicalName,
                            _connectionRoleId),                             
                        Record2RoleId = new EntityReference(ConnectionRole.EntityLogicalName,
                            _connectionRoleId),                            
                        Record2Id = new EntityReference(Contact.EntityLogicalName,
                            _contactId)
                    };

                    _connectionId = _serviceProxy.Create(newConnection);
                    //</snippetCreateConnection1>  

                    Console.WriteLine(
                        "Created a connection between the account and the contact.");

                    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;
            }
        }
예제 #28
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        /// <summary>
        /// Demonstrates how to programmatically create a Workflow from an existing
        /// Process Template.
        /// </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
            {
                //<snippetCreateProcessFromTemplate1>
                // 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();

                    OrganizationServiceContext _orgContext = new OrganizationServiceContext(_serviceProxy);

                    CreateRequiredRecords();

                    CreateWorkflowFromTemplateRequest request = new CreateWorkflowFromTemplateRequest()
                    {
                        WorkflowName = "Workflow From Template",
                        WorkflowTemplateId = _processTemplateId
                    };

                    // Execute request.
                    CreateWorkflowFromTemplateResponse response = (CreateWorkflowFromTemplateResponse)_serviceProxy.Execute(request);
                    _processId = response.Id;

                    // Verify success.
                    // Retrieve the name of the workflow.
                    ColumnSet cols = new ColumnSet("name");
                    Workflow newWorkflow = (Workflow)_serviceProxy.Retrieve(Workflow.EntityLogicalName, response.Id, cols);
                    if (newWorkflow.Name == "Workflow From Template")
                    {
                        Console.WriteLine("Created {0}.", request.WorkflowName);
                    }

                    DeleteRequiredRecords(promptforDelete);
                }
                //</snippetCreateProcessFromTemplate1>
            }

            // 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>
        /// Creates an import mapping, retrieves the xml, modifies the name,
        /// and re-imports the import mappings 
        /// </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)
        {
            using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,serverConfig.Credentials, serverConfig.DeviceCredentials))
            {
                // This statement is required to enable early-bound type support.
                _serviceProxy.EnableProxyTypes();

                CreateImportMapping();
                RetrieveMappingXml();
                ChangeMappingName();
                ImportMappingsByXml();

                DeleteRequiredRecords(promptforDelete);
            }
        }
예제 #30
0
        /// <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;
            }
        }
예제 #31
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        /// <summary>
        /// Demonstrates the RetrieveOrganization and RetrieveOrganizations messages
        /// of the Discovery service.
        /// </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
            {
                //<snippetDiscoveryService1>
                // Connect to the Discovery service.
                // The using statement assures that the service proxy will be properly disposed.

                using (_serviceProxy = ServerConnection.GetProxy <IDiscoveryService, DiscoveryServiceProxy>(serverConfig))
                {
                    // You can choose to use the interface instead of the proxy.
                    IDiscoveryService service = _serviceProxy;

                    #region RetrieveOrganizations Message

                    //<snippetDiscoveryService2>
                    // Retrieve details about all organizations discoverable via the
                    // Discovery service.
                    RetrieveOrganizationsRequest orgsRequest =
                        new RetrieveOrganizationsRequest()
                    {
                        AccessType = EndpointAccessType.Default,
                        Release    = OrganizationRelease.Current
                    };
                    RetrieveOrganizationsResponse organizations =
                        (RetrieveOrganizationsResponse)service.Execute(orgsRequest);
                    //</snippetDiscoveryService2>

                    // Print each organization's friendly name, unique name and URLs
                    // for each of its endpoints.
                    Console.WriteLine();
                    Console.WriteLine("Retrieving details of each organization:");
                    foreach (OrganizationDetail organization in organizations.Details)
                    {
                        Console.WriteLine("Organization Name: {0}", organization.FriendlyName);
                        Console.WriteLine("Unique Name: {0}", organization.UniqueName);
                        Console.WriteLine("Endpoints:");
                        foreach (var endpoint in organization.Endpoints)
                        {
                            Console.WriteLine("  Name: {0}", endpoint.Key);
                            Console.WriteLine("  URL: {0}", endpoint.Value);
                        }
                    }
                    Console.WriteLine("End of listing");
                    Console.WriteLine();

                    #endregion RetrieveOrganizations Message

                    #region RetrieveOrganization Message

                    //<snippetDiscoveryService3>
                    // Retrieve details about a single organization discoverable via the Discovery service.
                    //
                    RetrieveOrganizationRequest orgRequest =
                        new RetrieveOrganizationRequest()
                    {
                        UniqueName = organizations.Details[organizations.Details.Count - 1].UniqueName,
                        AccessType = EndpointAccessType.Default,
                        Release    = OrganizationRelease.Current
                    };
                    RetrieveOrganizationResponse org =
                        (RetrieveOrganizationResponse)service.Execute(orgRequest);
                    //</snippetDiscoveryService3>

                    // Print the organization's friendly name, unique name and URLs
                    // for each of its endpoints.
                    Console.WriteLine();
                    Console.WriteLine("Retrieving details of specific organization:");
                    Console.WriteLine("Organization Name: {0}", org.Detail.FriendlyName);
                    Console.WriteLine("Unique Name: {0}", org.Detail.UniqueName);
                    Console.WriteLine("Endpoints:");
                    foreach (KeyValuePair <EndpointType, string> endpoint in org.Detail.Endpoints)
                    {
                        Console.WriteLine("  Name: {0}", endpoint.Key);
                        Console.WriteLine("  URL: {0}", endpoint.Value);
                    }
                    Console.WriteLine("End of listing");
                    Console.WriteLine();

                    #endregion RetrieveOrganization Message
                }
                //</snippetDiscoveryService1>
            }

            // Catch any service fault exceptions that Microsoft Dynamics CRM throws.
            catch (FaultException <Microsoft.Xrm.Sdk.DiscoveryServiceFault> )
            {
                // 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
        /// 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 = ServerConnection.GetOrganizationProxy(serverConfig))
                {
                    // 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;
            }
        }
예제 #33
0
        /// <summary>
        /// Create a custom entity.
        /// Update the custom entity.
        /// Optionally delete the custom 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
            {
                // 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();


                    // Create the custom entity.
                    //<snippetCreateUpdateEntityMetadata1>
                    CreateEntityRequest createrequest = new CreateEntityRequest
                    {
                        //Define the entity
                        Entity = new EntityMetadata
                        {
                            SchemaName            = _customEntityName,
                            DisplayName           = new Label("Bank Account", 1033),
                            DisplayCollectionName = new Label("Bank Accounts", 1033),
                            Description           = new Label("An entity to store information about customer bank accounts", 1033),
                            OwnershipType         = OwnershipTypes.UserOwned,
                            IsActivity            = false,
                        },

                        // Define the primary attribute for the entity
                        PrimaryAttribute = new StringAttributeMetadata
                        {
                            SchemaName    = "new_accountname",
                            RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
                            MaxLength     = 100,
                            FormatName    = StringFormatName.Text,
                            DisplayName   = new Label("Account Name", 1033),
                            Description   = new Label("The primary attribute for the Bank Account entity.", 1033)
                        }
                    };
                    _serviceProxy.Execute(createrequest);
                    Console.WriteLine("The Bank Account custom entity has been created.");
                    //</snippetCreateUpdateEntityMetadata1>


                    // Add some attributes to the Bank Account entity
                    //<snippetCreateUpdateEntityMetadata2>
                    CreateAttributeRequest createBankNameAttributeRequest = new CreateAttributeRequest
                    {
                        EntityName = _customEntityName,
                        Attribute  = new StringAttributeMetadata
                        {
                            SchemaName    = "new_bankname",
                            RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
                            MaxLength     = 100,
                            FormatName    = StringFormatName.Text,
                            DisplayName   = new Label("Bank Name", 1033),
                            Description   = new Label("The name of the bank.", 1033)
                        }
                    };

                    _serviceProxy.Execute(createBankNameAttributeRequest);
                    //</snippetCreateUpdateEntityMetadata2>
                    Console.WriteLine("\nA Bank Name attribute has been added to the Bank Account entity.");

                    //<snippetCreateUpdateEntityMetadata3>
                    CreateAttributeRequest createBalanceAttributeRequest = new CreateAttributeRequest
                    {
                        EntityName = _customEntityName,
                        Attribute  = new MoneyAttributeMetadata
                        {
                            SchemaName      = "new_balance",
                            RequiredLevel   = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
                            PrecisionSource = 2,
                            DisplayName     = new Label("Balance", 1033),
                            Description     = new Label("Account Balance at the last known date", 1033),
                        }
                    };

                    _serviceProxy.Execute(createBalanceAttributeRequest);
                    //</snippetCreateUpdateEntityMetadata3>
                    Console.WriteLine("A Balance attribute has been added to the Bank Account entity.");

                    //<snippetCreateUpdateEntityMetadata4>
                    CreateAttributeRequest createCheckedDateRequest = new CreateAttributeRequest
                    {
                        EntityName = _customEntityName,
                        Attribute  = new DateTimeAttributeMetadata
                        {
                            SchemaName    = "new_checkeddate",
                            RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
                            Format        = DateTimeFormat.DateOnly,
                            DisplayName   = new Label("Date", 1033),
                            Description   = new Label("The date the account balance was last confirmed", 1033)
                        }
                    };

                    _serviceProxy.Execute(createCheckedDateRequest);
                    Console.WriteLine("A date attribute has been added to the Bank Account entity.");
                    //</snippetCreateUpdateEntityMetadata4>


                    //Create a customer lookup attribute to link the bank account with an account or a contact record.
                    //<snippetCreateUpdateEntityMetadata13>
                    CreateCustomerRelationshipsRequest createCustomerReq = new CreateCustomerRelationshipsRequest
                    {
                        Lookup = new LookupAttributeMetadata
                        {
                            Description   = new Label("The owner of the bank account", 1033),
                            DisplayName   = new Label("Account owner", 1033),
                            RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.ApplicationRequired),
                            SchemaName    = "new_customerid"
                        },
                        OneToManyRelationships = new OneToManyRelationshipMetadata[]
                        {
                            new OneToManyRelationshipMetadata()
                            {
                                ReferencedEntity  = "account",
                                ReferencingEntity = _customEntityName,
                                SchemaName        = "new_bankaccount_customer_account",
                            },
                            new OneToManyRelationshipMetadata()
                            {
                                ReferencedEntity  = "contact",
                                ReferencingEntity = _customEntityName,
                                SchemaName        = "new_bankaccount_customer_contact",
                            }
                        },
                    };
                    _serviceProxy.Execute(createCustomerReq);
                    //</snippetCreateUpdateEntityMetadata13>
                    Console.WriteLine("A customer lookup attribute has been added to the Bank Account entity \nto link it with the Account or Contact entity.");


                    //Create a lookup attribute to link the bank account with a contact record.
                    //<snippetCreateUpdateEntityMetadata5>
                    CreateOneToManyRequest req = new CreateOneToManyRequest()
                    {
                        Lookup = new LookupAttributeMetadata()
                        {
                            Description   = new Label("The referral (lead) from the bank account owner", 1033),
                            DisplayName   = new Label("Referral", 1033),
                            LogicalName   = "new_parent_leadid",
                            SchemaName    = "New_Parent_leadId",
                            RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.Recommended)
                        },
                        OneToManyRelationship = new OneToManyRelationshipMetadata()
                        {
                            AssociatedMenuConfiguration = new AssociatedMenuConfiguration()
                            {
                                Behavior = AssociatedMenuBehavior.UseCollectionName,
                                Group    = AssociatedMenuGroup.Details,
                                Label    = new Label("Bank Accounts", 1033),
                                Order    = 10000
                            },
                            CascadeConfiguration = new CascadeConfiguration()
                            {
                                Assign   = CascadeType.Cascade,
                                Delete   = CascadeType.Cascade,
                                Merge    = CascadeType.Cascade,
                                Reparent = CascadeType.Cascade,
                                Share    = CascadeType.Cascade,
                                Unshare  = CascadeType.Cascade
                            },
                            ReferencedEntity    = "lead",
                            ReferencedAttribute = "leadid",
                            ReferencingEntity   = _customEntityName,
                            SchemaName          = "new_lead_new_bankaccount"
                        }
                    };
                    _serviceProxy.Execute(req);
                    //</snippetCreateUpdateEntityMetadata5>
                    Console.WriteLine("A lookup attribute has been added to the Bank Account entity \nto link it with the Lead entity.");

                    //<snippetCreateUpdateEntityMetadata11>
                    //Create an Image attribute for the custom entity
                    // Only one Image attribute can be added to an entity that doesn't already have one.
                    CreateAttributeRequest createEntityImageRequest = new CreateAttributeRequest
                    {
                        EntityName = _customEntityName,
                        Attribute  = new ImageAttributeMetadata
                        {
                            SchemaName    = "EntityImage", //The name is always EntityImage
                            RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
                            DisplayName   = new Label("Image", 1033),
                            Description   = new Label("An image to represent the bank account.", 1033)
                        }
                    };

                    _serviceProxy.Execute(createEntityImageRequest);
                    Console.WriteLine("An image attribute has been added to the Bank Account entity.");
                    //</snippetCreateUpdateEntityMetadata11>

                    //<snippetCreateUpdateEntityMetadata9>

                    //<snippetCreateUpdateEntityMetadata.RetrieveEntity>
                    RetrieveEntityRequest retrieveBankAccountEntityRequest = new RetrieveEntityRequest
                    {
                        EntityFilters = EntityFilters.Entity,
                        LogicalName   = _customEntityName
                    };
                    RetrieveEntityResponse retrieveBankAccountEntityResponse = (RetrieveEntityResponse)_serviceProxy.Execute(retrieveBankAccountEntityRequest);
                    //</snippetCreateUpdateEntityMetadata.RetrieveEntity>
                    //<snippetCreateUpdateEntityMetadata8>
                    EntityMetadata BankAccountEntity = retrieveBankAccountEntityResponse.EntityMetadata;

                    // Disable Mail merge
                    BankAccountEntity.IsMailMergeEnabled = new BooleanManagedProperty(false);
                    // Enable Notes
                    UpdateEntityRequest updateBankAccountRequest = new UpdateEntityRequest
                    {
                        Entity   = BankAccountEntity,
                        HasNotes = true
                    };



                    _serviceProxy.Execute(updateBankAccountRequest);
                    //</snippetCreateUpdateEntityMetadata8>
                    //</snippetCreateUpdateEntityMetadata9>

                    Console.WriteLine("\nThe Bank Account entity has been updated");


                    //Update the entity form so the new fields are visible
                    UpdateEntityForm(_customEntityName);

                    // Customizations must be published after an entity is updated.
                    //<snippetCreateUpdateEntityMetadata6>
                    PublishAllXmlRequest publishRequest = new PublishAllXmlRequest();
                    _serviceProxy.Execute(publishRequest);
                    //</snippetCreateUpdateEntityMetadata6>
                    Console.WriteLine("\nCustomizations were published.");

                    //Provides option to view the entity in the default solution
                    ShowEntityInBrowser(promptForDelete, BankAccountEntity);
                    //Provides option to view the entity form with the fields added
                    ShowEntityFormInBrowser(promptForDelete, BankAccountEntity);

                    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;
            }
        }
예제 #34
0
        /// <summary>
        /// </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();

                    //<snippetDumpOptionSetInfo1>
                    #region How to dump option set info


                    RetrieveAllOptionSetsRequest retrieveAllOptionSetsRequest =
                        new RetrieveAllOptionSetsRequest();

                    // Execute the request
                    RetrieveAllOptionSetsResponse retrieveAllOptionSetsResponse =
                        (RetrieveAllOptionSetsResponse)_serviceProxy.Execute(
                            retrieveAllOptionSetsRequest);

                    // Create an instance of StreamWriter to write text to a file.
                    // The using statement also closes the StreamWriter.
                    // To view this file, right click the file and choose open with Excel.
                    // Excel will figure out the schema and display the information in columns.

                    String filename = String.Concat("AllOptionSetValues.xml");
                    using (StreamWriter sw = new StreamWriter(filename))
                    {
                        // Create Xml Writer.
                        XmlTextWriter metadataWriter = new XmlTextWriter(sw);

                        // Start Xml File.
                        metadataWriter.WriteStartDocument();

                        // Metadata Xml Node.
                        metadataWriter.WriteStartElement("Metadata");

                        if (retrieveAllOptionSetsResponse.OptionSetMetadata.Count() > 0)
                        {
                            foreach (OptionSetMetadataBase optionSetMetadataBase in
                                     retrieveAllOptionSetsResponse.OptionSetMetadata)
                            {
                                if (optionSetMetadataBase.OptionSetType != null)
                                {
                                    if ((OptionSetType)optionSetMetadataBase.OptionSetType == OptionSetType.Picklist)
                                    {
                                        OptionSetMetadata optionSetMetadata = (OptionSetMetadata)optionSetMetadataBase;
                                        // Start OptionSet Node
                                        metadataWriter.WriteStartElement("OptionSet");
                                        metadataWriter.WriteAttributeString("OptionSetType", OptionSetType.Picklist.ToString());
                                        metadataWriter.WriteElementString("OptionSetDisplayName",
                                                                          (optionSetMetadata.DisplayName.LocalizedLabels.Count > 0)? optionSetMetadata.DisplayName.LocalizedLabels[0].Label : String.Empty);

                                        // Writes the options
                                        metadataWriter.WriteStartElement("Options");

                                        foreach (OptionMetadata option in optionSetMetadata.Options)
                                        {
                                            metadataWriter.WriteStartElement("Option");
                                            metadataWriter.WriteElementString("OptionValue", option.Value.ToString());
                                            metadataWriter.WriteElementString("OptionDescription", option.Label.UserLocalizedLabel.Label.ToString());
                                            metadataWriter.WriteEndElement();
                                        }
                                        metadataWriter.WriteEndElement();

                                        // End OptionSet Node
                                        metadataWriter.WriteEndElement();
                                    }
                                    else if ((OptionSetType)optionSetMetadataBase.OptionSetType == OptionSetType.Boolean)
                                    {
                                        BooleanOptionSetMetadata optionSetMetadata = (BooleanOptionSetMetadata)optionSetMetadataBase;
                                        // Start OptionSet Node
                                        metadataWriter.WriteStartElement("OptionSet");
                                        metadataWriter.WriteAttributeString("OptionSetType", OptionSetType.Boolean.ToString());
                                        if (optionSetMetadata.DisplayName.LocalizedLabels.Count != 0)
                                        {
                                            metadataWriter.WriteElementString("OptionSetDisplayName", optionSetMetadata.DisplayName.LocalizedLabels[0].Label);
                                        }
                                        else
                                        {
                                            metadataWriter.WriteElementString("OptionSetDisplayName", "UNDEFINED");
                                        }

                                        // Writes the TrueOption
                                        metadataWriter.WriteStartElement("TrueOption");
                                        metadataWriter.WriteElementString("OptionValue", optionSetMetadata.TrueOption.Value.ToString());
                                        metadataWriter.WriteElementString("OptionDescription", optionSetMetadata.TrueOption.Label.UserLocalizedLabel.Label.ToString());
                                        metadataWriter.WriteEndElement();
                                        // Writes the FalseOption
                                        metadataWriter.WriteStartElement("FalseOption");
                                        metadataWriter.WriteElementString("OptionValue", optionSetMetadata.FalseOption.Value.ToString());
                                        metadataWriter.WriteElementString("OptionDescription", optionSetMetadata.FalseOption.Label.UserLocalizedLabel.Label.ToString());
                                        metadataWriter.WriteEndElement();

                                        // End OptionSet Node
                                        metadataWriter.WriteEndElement();
                                    }
                                }
                            }
                        }

                        // End Metadata Xml Node
                        metadataWriter.WriteEndElement();
                        metadataWriter.WriteEndDocument();

                        // Close xml writer.
                        metadataWriter.Close();
                    }


                    #endregion How to dump option set info



                    Console.WriteLine("Done.");
                    //</snippetDumpOptionSetInfo1>

                    //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>
        /// Based on the Main() method used by most SDK samples.
        /// </summary>
        /// <param name="args"></param>
        static public void Main(string[] args)
        {
            try
            {
                // Obtain the target organization's Web address and client logon
                // credentials from the user.
                ServerConnection serverConnect        = new ServerConnection();
                ServerConnection.Configuration config = serverConnect.GetServerConfiguration();

                MetadataQuerySample app = new MetadataQuerySample();
                app.Run(config);
            }

            catch (FaultException <Microsoft.Xrm.Sdk.OrganizationServiceFault> ex)
            {
                Console.WriteLine("The application terminated with an error.");
                Console.WriteLine("Timestamp: {0}", ex.Detail.Timestamp);
                Console.WriteLine("Code: {0}", ex.Detail.ErrorCode);
                Console.WriteLine("Message: {0}", ex.Detail.Message);
                Console.WriteLine("Trace: {0}", ex.Detail.TraceText);
                Console.WriteLine("Inner Fault: {0}",
                                  null == ex.Detail.InnerFault ? "Has Inner Fault" : "No Inner Fault");
            }
            catch (System.TimeoutException ex)
            {
                Console.WriteLine("The application terminated with an error.");
                Console.WriteLine("Message: {0}", ex.Message);
                Console.WriteLine("Stack Trace: {0}", ex.StackTrace);
                Console.WriteLine("Inner Fault: {0}",
                                  null == ex.InnerException.Message ? "Has Inner Fault" : "No Inner Fault");
            }
            catch (System.Exception ex)
            {
                Console.WriteLine("The application terminated with an error.");
                Console.WriteLine(ex.Message);

                // Display the details of the inner exception.
                if (ex.InnerException != null)
                {
                    Console.WriteLine(ex.InnerException.Message);

                    FaultException <Microsoft.Xrm.Sdk.OrganizationServiceFault> fe = ex.InnerException
                                                                                     as FaultException <Microsoft.Xrm.Sdk.OrganizationServiceFault>;
                    if (fe != null)
                    {
                        Console.WriteLine("Timestamp: {0}", fe.Detail.Timestamp);
                        Console.WriteLine("Code: {0}", fe.Detail.ErrorCode);
                        Console.WriteLine("Message: {0}", fe.Detail.Message);
                        Console.WriteLine("Trace: {0}", fe.Detail.TraceText);
                        Console.WriteLine("Inner Fault: {0}",
                                          null == fe.Detail.InnerFault ? "Has Inner Fault" : "No Inner Fault");
                    }
                }
            }

            //Additional exceptions to catch: SecurityTokenValidationException, ExpiredSecurityTokenException,
            //SecurityAccessDeniedException, MessageSecurityException, and SecurityNegotiationException.

            finally
            {
                Console.WriteLine("Press <Enter> to exit.");
                Console.ReadLine();
            }
        }
예제 #36
0
        /// <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
            {
                //<snippetInvokeDuplicateDetectionForCreateAndUpdate1>
                // 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();

                    _service = (IOrganizationService)_serviceProxy;

                    CreateRequiredRecords();

                    // Create and account record with the named Proseware, Inc. and already existing Account Number.
                    Account account = new Account
                    {
                        Name          = "Proseware, Inc.",
                        AccountNumber = "ACC005"
                    };

                    // Create operation by suppressing duplicate detection
                    CreateRequest reqCreate = new CreateRequest();
                    reqCreate.Target = account;
                    reqCreate.Parameters.Add("SuppressDuplicateDetection", true); // Change to false to activate the duplicate detection.
                    CreateResponse createResponse = (CreateResponse)_service.Execute(reqCreate);
                    _dupAccountId = createResponse.id;
                    Console.Write("Account: {0} {1} created with SuppressDuplicateDetection to true, ",
                                  account.Name, account.AccountNumber);

                    // Retrieve the account containing with its few attributes.
                    ColumnSet cols = new ColumnSet(
                        new String[] { "name", "accountnumber" });

                    Account retrievedAccount = (Account)_service.Retrieve("account", _dupAccountId, cols);
                    Console.Write("retrieved, ");

                    // Update the existing account with new account number.
                    retrievedAccount.AccountNumber = "ACC006";

                    // Update operation – update record, if a duplicate is not found.
                    UpdateRequest reqUpdate = new UpdateRequest();
                    reqUpdate.Target = retrievedAccount;
                    reqUpdate["SuppressDuplicateDetection"] = false; // Duplicate detection is activated.

                    // Update the account record.
                    UpdateResponse updateResponse = (UpdateResponse)_service.Execute(reqUpdate);
                    Console.WriteLine("and updated.");

                    DeleteRequiredRecords(promptforDelete);
                }
                //</snippetInvokeDuplicateDetectionForCreateAndUpdate1>
            }
            // 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;
            }
        }