protected ImportResult ImportM2MEntity(IOrganizationService targetCrmService, CRMEntity sourceEntitiesCE,
CRMEntity targetEntitiesCE,
CRMM2MEntityMapping m2mEntityMap)
{
DateTime startedOn = DateTime.Now;
List <Entity> souceEntities = GetM2MEntities(sourceEntitiesCE, m2mEntityMap, null);
List <Entity> targetEntities = GetM2MEntities(targetEntitiesCE, m2mEntityMap, null);
Dictionary <string, OrganizationRequest> m2mAssociateOrDisassociateRequests = GetM2MAssociateAndDisassociateRequests(souceEntities,
targetEntities,
m2mEntityMap);
BulkResponse bulkResponse = _bulkRequest.Write(targetCrmService, m2mAssociateOrDisassociateRequests);
DateTime endedOn = DateTime.Now;
ImportResult importResult = GetImportResult(bulkResponse, sourceEntitiesCE);
if (string.IsNullOrWhiteSpace(importResult.EntityLogicalName) && m2mEntityMap != null)
{
importResult.EntityLogicalName = m2mEntityMap.IntersectEntity;
}
importResult.StartedOn = startedOn;
importResult.EndedOn = endedOn;
return(importResult);
}
protected ImportResult ImportConfigurationIntersectEntity(IOrganizationService targetCrmService,
Guid configurationId,
CRMEntity sourceEntitiesCE,
CRMEntity targetEntitiesCE,
string configurationIntersectEntityName)
{
DateTime startedOn = DateTime.Now;
List <Entity> souceEntities = GetAnswers(sourceEntitiesCE, null);
List <Entity> targetEntities = GetAnswers(targetEntitiesCE, null);
Dictionary <string, OrganizationRequest> associateOrDisassociateRequests = GetAssociateAndDisassociateRequests(souceEntities,
targetEntities,
configurationId,
configurationIntersectEntityName);
BulkResponse bulkResponse = _bulkRequest.Write(targetCrmService, associateOrDisassociateRequests);
DateTime endedOn = DateTime.Now;
ImportResult importResult = GetImportResult(bulkResponse, sourceEntitiesCE);
importResult.EntityLogicalName = configurationIntersectEntityName;
importResult.StartedOn = startedOn;
importResult.EndedOn = endedOn;
return(importResult);
}
public CRMEntity GetCRMEntity(IOrganizationService service, QueryExpression query)
{
EntityCollection results = service.RetrieveMultiple(query);
if (results != null && results.Entities != null && results.Entities.Count > 0)
{
List <string> entityAttributes = GetEntityAttributes(service, results.Entities[0].LogicalName);
List <CRMRecord> records = new List <CRMRecord>();
foreach (Entity entity in results.Entities)
{
//This is needed as the fetch does not return null values in the results
//This is useful in making sure that null values in source record are sent to the target record for a attribute
foreach (string attribute in entityAttributes)
{
if (!entity.Contains(attribute))
{
entity[attribute] = null;
}
}
CRMRecord crmRecord = entity.ToCRMRecord();
records.Add(crmRecord);
}
CRMEntity crmEntity = new CRMEntity {
CRMRecords = records, LogicalName = results.EntityName, RecordCount = results.Entities.Count
};
return(crmEntity);
}
return(null);
}
protected ImportResult ImportEntity(IOrganizationService targetCrmService, CRMEntity sourceEntitiesCE,
CRMEntity targetEntitiesCE, LookupMatchCriteria entityLookupMatchCriteria)
{
DateTime startedOn = DateTime.Now;
List <Entity> allEntityRecordsInTargetForMatching = GetAllRecordsWithMinimumColumns(targetCrmService, entityLookupMatchCriteria);
Dictionary <string, OrganizationRequest> createOrUpdateRequests = GetCreateOrUpdateRequests(sourceEntitiesCE,
targetEntitiesCE,
allEntityRecordsInTargetForMatching,
entityLookupMatchCriteria);
BulkResponse bulkResponse = _bulkRequest.Write(targetCrmService, createOrUpdateRequests);
DateTime endedOn = DateTime.Now;
ImportResult importResult = GetImportResult(bulkResponse, sourceEntitiesCE);
if (string.IsNullOrWhiteSpace(importResult.EntityLogicalName) && entityLookupMatchCriteria != null)
{
importResult.EntityLogicalName = entityLookupMatchCriteria.EntityLogicalName;
}
importResult.StartedOn = startedOn;
importResult.EndedOn = endedOn;
return(importResult);
}
public void ImportSessionLines(CrmServiceClient crmService,
Guid configurationId,
USDConfiguration sourceUsdConfiguration,
USDConfiguration targetUSDConfiguration,
List <LookupMatchCriteria> lookupMatchCriterias)
{
LookupMatchCriteria sessionLinesLookupMatchCriteria = GetLookupMatchCriteria("msdyusd_sessioninformation", lookupMatchCriterias);
CRMEntity sourceSessionLinesCE = sourceUsdConfiguration.GetCRMEntity("msdyusd_sessioninformation");
CRMEntity targetSessionLinesCE = targetUSDConfiguration.GetCRMEntity("msdyusd_sessioninformation");
ImportResult sessionLinesImportResult = _sessionLineRepository.ImportSessionLines(crmService,
sourceSessionLinesCE,
targetSessionLinesCE,
sessionLinesLookupMatchCriteria);
ImportResult configurationSessionLinesImportResult = _sessionLineRepository.ImportConfigurationSessionLines(crmService,
configurationId,
sourceSessionLinesCE,
targetSessionLinesCE);
_importResults.Add(sessionLinesImportResult);
_importResults.Add(configurationSessionLinesImportResult);
}
private void AddToCollection(CRMEntity crmEntity)
{
if (crmEntity != null)
{
_crmEntities.Add(crmEntity);
}
}
public void ImportWindowNavigationRules(CrmServiceClient crmService,
Guid configurationId,
USDConfiguration sourceUsdConfiguration,
USDConfiguration targetUSDConfiguration,
List <LookupMatchCriteria> lookupMatchCriterias)
{
LookupMatchCriteria navigationRulesLookupMatchCriteria = GetLookupMatchCriteria("msdyusd_windowroute", lookupMatchCriterias);
CRMEntity sourceNavigationRulesCE = sourceUsdConfiguration.GetCRMEntity("msdyusd_windowroute");
CRMEntity targetNavigationRulesCE = targetUSDConfiguration.GetCRMEntity("msdyusd_windowroute");
ImportResult navigationRulesCEImportResult = _wnrRepository.ImportWindowNavigationRules(crmService,
sourceNavigationRulesCE,
targetNavigationRulesCE,
navigationRulesLookupMatchCriteria);
ImportResult configurationNavigationRulesCEImportResult = _wnrRepository.ImportConfigurationWindowNavigationRules(crmService,
configurationId,
sourceNavigationRulesCE,
targetNavigationRulesCE);
_importResults.Add(navigationRulesCEImportResult);
_importResults.Add(configurationNavigationRulesCEImportResult);
}
public void ImportActionCalls(CrmServiceClient crmService,
Guid configurationId,
USDConfiguration sourceUsdConfiguration,
USDConfiguration targetUSDConfiguration,
List <LookupMatchCriteria> lookupMatchCriterias)
{
LookupMatchCriteria actionCallsLookupMatchCriteria = GetLookupMatchCriteria("msdyusd_agentscriptaction", lookupMatchCriterias);
CRMEntity sourceActionCallsCE = sourceUsdConfiguration.GetCRMEntity("msdyusd_agentscriptaction");
CRMEntity targetActionCallsCE = targetUSDConfiguration.GetCRMEntity("msdyusd_agentscriptaction");
ImportResult actionCallsImportResult = _actionCallrepository.ImportActionCalls(crmService,
sourceActionCallsCE,
targetActionCallsCE,
actionCallsLookupMatchCriteria);
ImportResult configurationActionCallsImportResult = _actionCallrepository.ImportConfigurationActionCalls(crmService,
configurationId,
sourceActionCallsCE,
targetActionCallsCE);
_importResults.Add(actionCallsImportResult);
_importResults.Add(configurationActionCallsImportResult);
}
public CRMEntity GetConfigurationEntity(IOrganizationService service, string configurationName)
{
QueryExpression qe = new QueryExpression("msdyusd_configuration");
qe.ColumnSet = new ColumnSet(true);
qe.Criteria.AddCondition("msdyusd_name", ConditionOperator.Equal, configurationName);
EntityCollection results = service.RetrieveMultiple(qe);
if (results == null || results.Entities == null || results.Entities.Count != 1)
{
return(null);
}
Entity configuration = results.Entities[0];
CRMRecord crmConfigurationRecord = configuration.ToCRMRecord();
CRMEntity crmEntity = new CRMEntity
{
LogicalName = "msdyusd_configuration",
CRMRecords = new List <CRMRecord> {
crmConfigurationRecord
},
RecordCount = 1
};
return(crmEntity);
}
public void ImportOptions(CrmServiceClient crmService,
Guid configurationId,
USDConfiguration sourceUsdConfiguration,
USDConfiguration targetUSDConfiguration,
List <LookupMatchCriteria> lookupMatchCriterias)
{
LookupMatchCriteria optionsLookupMatchCriteria = GetLookupMatchCriteria("uii_option", lookupMatchCriterias);
CRMEntity sourceOptionsCE = sourceUsdConfiguration.GetCRMEntity("uii_option");
CRMEntity targetOptionsCE = targetUSDConfiguration.GetCRMEntity("uii_option");
ImportResult optionsImportResult = _optionRepository.ImportOptions(crmService,
sourceOptionsCE,
targetOptionsCE,
optionsLookupMatchCriteria);
ImportResult configurationOptionImportResult = _optionRepository.ImportConfigurationEntitySearches(crmService,
configurationId,
sourceOptionsCE,
targetOptionsCE);
_importResults.Add(optionsImportResult);
_importResults.Add(configurationOptionImportResult);
}
public void ImportScriptlets(CrmServiceClient crmService,
Guid configurationId,
USDConfiguration sourceUsdConfiguration,
USDConfiguration targetUSDConfiguration,
List <LookupMatchCriteria> lookupMatchCriterias)
{
LookupMatchCriteria scriptletsLookupMatchCriteria = GetLookupMatchCriteria("msdyusd_scriptlet", lookupMatchCriterias);
CRMEntity sourceScriptletsCE = sourceUsdConfiguration.GetCRMEntity("msdyusd_scriptlet");
CRMEntity targetScriptletsCE = targetUSDConfiguration.GetCRMEntity("msdyusd_scriptlet");
ImportResult scriptletsImportResult = _scriptletRepository.ImportScriptlets(crmService,
sourceScriptletsCE,
targetScriptletsCE,
scriptletsLookupMatchCriteria);
ImportResult configurationScriptletsImportResult = _scriptletRepository.ImportConfigurationScriptlet(crmService,
configurationId,
sourceScriptletsCE,
targetScriptletsCE);
_importResults.Add(scriptletsImportResult);
_importResults.Add(configurationScriptletsImportResult);
}
public void ImportEntitySearches(CrmServiceClient crmService,
Guid configurationId,
USDConfiguration sourceUsdConfiguration,
USDConfiguration targetUSDConfiguration,
List <LookupMatchCriteria> lookupMatchCriterias)
{
LookupMatchCriteria entitySearchesLookupMatchCriteria = GetLookupMatchCriteria("msdyusd_entitysearch", lookupMatchCriterias);
CRMEntity sourceEntitySearchesCE = sourceUsdConfiguration.GetCRMEntity("msdyusd_entitysearch");
CRMEntity targetEntitySearchesCE = targetUSDConfiguration.GetCRMEntity("msdyusd_entitysearch");
ImportResult entitySearchesImportResult = _entitySearchRepository.ImportEntitySearches(crmService,
sourceEntitySearchesCE,
targetEntitySearchesCE,
entitySearchesLookupMatchCriteria);
ImportResult configurationEntitySearchesImportResult = _entitySearchRepository.ImportConfigurationEntitySearches(crmService,
configurationId,
sourceEntitySearchesCE,
targetEntitySearchesCE);
_importResults.Add(entitySearchesImportResult);
_importResults.Add(configurationEntitySearchesImportResult);
}
public ImportResult ImportConfiguration(IOrganizationService targetCrmService, USDConfiguration sourceUsdConfiguration, USDConfiguration targetUSDConfiguration)
{
ImportResult importresult = new ImportResult();
importresult.EntityLogicalName = "msdyusd_configuration";
CRMEntity sourceConfigurationCE = sourceUsdConfiguration.GetCRMEntity("msdyusd_configuration");
CRMEntity targetConfigurationCE = targetUSDConfiguration.GetCRMEntity("msdyusd_configuration");
Entity sourceConfigurationEnt = sourceConfigurationCE.CRMRecords[0].ToEntity(null);
if (targetConfigurationCE == null)
{
targetCrmService.Create(sourceConfigurationEnt);
importresult.CreateCount = 1;
}
else
{
Entity targetConfigurationEnt = targetConfigurationCE.CRMRecords[0].ToEntity(null);
Entity modifiedEntity = sourceConfigurationEnt.GetModifiedEntity(targetConfigurationEnt);
targetCrmService.Update(modifiedEntity);
importresult.UpdateCount = 1;
}
importresult.TotalProcessed = 1;
importresult.SuccessCount = 1;
importresult.EndedOn = DateTime.Now;
return(importresult);
}
public void ImportHostedControls(CrmServiceClient crmService,
Guid configurationId,
USDConfiguration sourceUsdConfiguration,
USDConfiguration targetUSDConfiguration,
List <LookupMatchCriteria> lookupMatchCriterias)
{
LookupMatchCriteria hostedControlLookupMatchCriteria = GetLookupMatchCriteria("uii_hostedapplication", lookupMatchCriterias);
CRMEntity sourceHostedControlsCE = sourceUsdConfiguration.GetCRMEntity("uii_hostedapplication");
CRMEntity targetHostedControlsCE = targetUSDConfiguration.GetCRMEntity("uii_hostedapplication");
ImportResult hostedControlsImportResult = _hostedControlRepository.ImportHostedControls(crmService,
sourceHostedControlsCE,
targetHostedControlsCE,
hostedControlLookupMatchCriteria);
ImportResult configurationHostedControlsImportResult = _hostedControlRepository.ImportConfigurationHostedControl(crmService,
configurationId,
sourceHostedControlsCE,
targetHostedControlsCE);
_importResults.Add(hostedControlsImportResult);
_importResults.Add(configurationHostedControlsImportResult);
}
/*
* public void ShareRecord(IOrganizationService service, Entity TargetEntity, Entity TargetShare)
* {
* Microsoft.Xrm.Sdk.acc
* //no delete access
* GrantAccessRequest grant = new GrantAccessRequest();
* grant.Target = new EntityReference(TargetEntity.LogicalName, TargetEntity.Id);
*
* PrincipalAccess principal = new PrincipalAccess();
* principal.Principal = new EntityReference(TargetShare.LogicalName, TargetShare.Id);
* principal.AccessMask = AccessRights.ReadAccess | AccessRights.AppendAccess | AccessRights.WriteAccess | AccessRights.AppendToAccess | AccessRights.ShareAccess | AccessRights.AssignAccess;
* grant.PrincipalAccess = principal;
*
* try
* {
* GrantAccessResponse grant_response = (GrantAccessResponse)service.Execute(grant);
* }
* catch (Exception ex)
* {
* throw ex;
* }
* }
*/
private List <CRMEntity> GetLists(ISiteSetting siteSetting)
{
IOrganizationService organizationService = GetClientContext(siteSetting);
//Dictionary<string, string> attributesData = new Dictionary<string, string>();
RetrieveAllEntitiesRequest metaDataRequest = new RetrieveAllEntitiesRequest();
RetrieveAllEntitiesResponse metaDataResponse = new RetrieveAllEntitiesResponse();
metaDataRequest.EntityFilters = EntityFilters.Attributes;
//XmlDictionaryReaderQuotas myReaderQuotas = new XmlDictionaryReaderQuotas();
//myReaderQuotas.MaxNameTableCharCount = 2147483647;
// Execute the request.
metaDataResponse = (RetrieveAllEntitiesResponse)organizationService.Execute(metaDataRequest);
List <CRMEntity> entities = new List <CRMEntity>();
foreach (EntityMetadata entityMetadata in metaDataResponse.EntityMetadata)
{
//if (entityMetadata.IsCustomizable.Value == false)
// continue;
CRMEntity entity = new CRMEntity(siteSetting.ID, entityMetadata.MetadataId.Value.ToString(), entityMetadata.LogicalName, entityMetadata.SchemaName, (entityMetadata.DisplayName.UserLocalizedLabel != null ? entityMetadata.DisplayName.UserLocalizedLabel.Label : entityMetadata.SchemaName));
entity.Fields = ParseFields(entityMetadata.Attributes);
entity.PrimaryIdFieldName = entityMetadata.PrimaryIdAttribute;
entity.PrimaryNameFieldName = entityMetadata.PrimaryNameAttribute;
//entity.PrimaryFileReferenceFieldName = entityMetadata.PrimaryImageAttribute;
entities.Add(entity);
}
entities = (from x in entities orderby x.Title select x).ToList();
return(entities);
}
public CRMEntity GetConfigurationHostedControlM2MEntity(IOrganizationService service, string fetchXml)
{
EntityCollection results = service.RetrieveMultiple(new FetchExpression(fetchXml));
if (results != null && results.Entities != null && results.Entities.Count > 0)
{
List <CRMM2MRecord> crmM2MRecords = new List <CRMM2MRecord>();
foreach (Entity entity in results.Entities)
{
Guid configurationId = entity.GetAttributeValue <Guid>("msdyusd_configurationid");
Guid hostedControlId = entity.GetAttributeValue <Guid>("uii_hostedapplicationid");
CRMM2MRecord m2mRecord = new CRMM2MRecord
{
Entity1AttributeId = configurationId,
Entity1LogicalName = "msdyusd_configuration",
Entity2AttributeId = hostedControlId,
Entity2LogicalName = "uii_hostedapplication"
};
crmM2MRecords.Add(m2mRecord);
}
CRMEntity crmEntity = new CRMEntity {
CRMM2MRecords = crmM2MRecords, IsIntersect = true, LogicalName = results.EntityName, RecordCount = results.Entities.Count
};
return(crmEntity);
}
return(null);
}
public void ImportAgentScriptTasks(CrmServiceClient crmService,
Guid configurationId,
USDConfiguration sourceUsdConfiguration,
USDConfiguration targetUSDConfiguration,
List <LookupMatchCriteria> lookupMatchCriterias)
{
LookupMatchCriteria agentScriptTasksLookupMatchCriteria = GetLookupMatchCriteria("msdyusd_task", lookupMatchCriterias);
CRMEntity sourceAgentScriptTasksCE = sourceUsdConfiguration.GetCRMEntity("msdyusd_task");
CRMEntity targetAgentScriptTasksCE = targetUSDConfiguration.GetCRMEntity("msdyusd_task");
ImportResult agentScriptTasksImportResult = _agentScriptTaskRepository.ImportAgentScriptTasks(crmService,
sourceAgentScriptTasksCE,
targetAgentScriptTasksCE,
agentScriptTasksLookupMatchCriteria);
ImportResult configurationAgentScriptTasksImportResult = _agentScriptTaskRepository.ImportConfigurationAgentScriptTasks(crmService,
configurationId,
sourceAgentScriptTasksCE,
targetAgentScriptTasksCE);
_importResults.Add(agentScriptTasksImportResult);
_importResults.Add(configurationAgentScriptTasksImportResult);
}
public void ImportToolbars(CrmServiceClient crmService,
Guid configurationId,
USDConfiguration sourceUsdConfiguration,
USDConfiguration targetUSDConfiguration,
List <LookupMatchCriteria> lookupMatchCriterias)
{
LookupMatchCriteria toolbarsLookupMatchCriteria = GetLookupMatchCriteria("msdyusd_toolbarstrip", lookupMatchCriterias);
CRMEntity sourceToolbarsCE = sourceUsdConfiguration.GetCRMEntity("msdyusd_toolbarstrip");
CRMEntity targetToolbarsCE = targetUSDConfiguration.GetCRMEntity("msdyusd_toolbarstrip");
ImportResult toolbarsImportResult = _toolbarRepository.ImportToolbars(crmService,
sourceToolbarsCE,
targetToolbarsCE,
toolbarsLookupMatchCriteria);
ImportResult configurationToolbarsImportResult = _toolbarRepository.ImportConfigurationToolbar(crmService,
configurationId,
sourceToolbarsCE,
targetToolbarsCE);
_importResults.Add(toolbarsImportResult);
_importResults.Add(configurationToolbarsImportResult);
}
public CRMEntity GetConfigurationHostedControls(IOrganizationService service, EntityReference configuration)
{
string hostedControlsfetchXML = GetConfigurationHostedControlsFetchXML(configuration);
CRMEntity crmEntity = GetConfigurationHostedControlM2MEntity(service, hostedControlsfetchXML);
return(crmEntity);
}
public CRMEntity GetActionCalls(IOrganizationService service, EntityReference configuration)
{
string fetchXML = GetActionCallsFetchXML(configuration);
CRMEntity crmEntity = GetCRMEntity(service, fetchXML);
return(crmEntity);
}
public CRMEntity GetEntityTypes(IOrganizationService service)
{
string entityTypesfetchXML = GetEntityTypesfetchXML(service);
CRMEntity crmEntity = GetCRMEntity(service, entityTypesfetchXML);
return(crmEntity);
}
public CRMEntity GetScriptlets(IOrganizationService service, EntityReference configuration)
{
string fetchXml = GetScriptletsFetchXML(configuration);
CRMEntity crmEntity = GetCRMEntity(service, fetchXml);
return(crmEntity);
}
public CRMEntity GetEvents(IOrganizationService service, EntityReference configuration)
{
string eventsfetchXML = GetEventsFetchXML(configuration);
CRMEntity crmEntity = GetCRMEntity(service, eventsfetchXML);
return(crmEntity);
}
public CRMEntity GetWindowNavigationRules(IOrganizationService service, EntityReference configuration)
{
string fetchXML = GetWindowNavigationRulesFetchXML(configuration);
CRMEntity crmEntity = GetCRMEntity(service, fetchXML);
return(crmEntity);
}
public ImportResult ImportEntityTypes(IOrganizationService targetCrmService, CRMEntity sourceEntityTypesCE,
CRMEntity targetEntityTypesCE, LookupMatchCriteria entityTypeMatchCriteria)
{
ImportResult importResult = ImportEntity(targetCrmService,
sourceEntityTypesCE,
targetEntityTypesCE,
entityTypeMatchCriteria);
return(importResult);
}
public ImportResult ImportHostedControls(IOrganizationService targetCrmService, CRMEntity sourceHostedControlsCE,
CRMEntity targetHostedControlsCE, LookupMatchCriteria hostedControlMatchCriteria)
{
ImportResult importResult = ImportEntity(targetCrmService,
sourceHostedControlsCE,
targetHostedControlsCE,
hostedControlMatchCriteria);
return(importResult);
}
public ImportResult ImportScriptlets(IOrganizationService targetCrmService, CRMEntity sourceScriptletsCE,
CRMEntity targetScriptletsCE, LookupMatchCriteria scriptletsMatchCriteria)
{
ImportResult importResult = ImportEntity(targetCrmService,
sourceScriptletsCE,
targetScriptletsCE,
scriptletsMatchCriteria);
return(importResult);
}
public ImportResult ImportWindowNavigationRules(IOrganizationService targetCrmService, CRMEntity sourceWindowNavigationRulesCE,
CRMEntity targetWindowNavigationRulesCE, LookupMatchCriteria windowNavigationRulesMatchCriteria)
{
ImportResult importResult = ImportEntity(targetCrmService,
sourceWindowNavigationRulesCE,
targetWindowNavigationRulesCE,
windowNavigationRulesMatchCriteria);
return(importResult);
}
public ImportResult ImportActionCalls(IOrganizationService targetCrmService, CRMEntity sourceActionCallsCE,
CRMEntity targetActionCallsCE, LookupMatchCriteria actionCallsMatchCriteria)
{
ImportResult importResult = ImportEntity(targetCrmService,
sourceActionCallsCE,
targetActionCallsCE,
actionCallsMatchCriteria);
return(importResult);
}
public ImportResult ImportToolbars(IOrganizationService targetCrmService, CRMEntity sourceToolbarsCE,
CRMEntity targetToolbarsCE, LookupMatchCriteria toolbarsMatchCriteria)
{
ImportResult importResult = ImportEntity(targetCrmService,
sourceToolbarsCE,
targetToolbarsCE,
toolbarsMatchCriteria);
return(importResult);
}
