public static async Task <List <CRMOptionDisplayValue> > GetOptionSetUserLabels(this CRMWebAPI api, string optionSetName)
{
var response = new List <CRMOptionDisplayValue>();
dynamic optionSet = await api.GetOptionSetByName(optionSetName);
foreach (dynamic option in optionSet.Options)
{
CRMOptionDisplayValue odv = new CRMOptionDisplayValue();
odv.Value = option.Value;
odv.Label = option.Label.UserLocalizedLabel.Label;
response.Add(odv);
}
return(response);
}
public static async Task GetAccountCounts(CRMWebAPI api, ITurnContext <IMessageActivity> context)
{
await Task.Run(async() =>
{
dynamic whoamiResults = await api.ExecuteFunction("WhoAmI");
var opt = new CRMGetListOptions
{
Top = 5000,
Filter = "_createdby_value eq " + whoamiResults.UserId + " or _modifiedby_value eq " + whoamiResults.UserId
};
var count = await api.GetList("accounts", QueryOptions: opt);
if (count == null)
{
count = new Xrm.Tools.WebAPI.Results.CRMGetListResult <ExpandoObject>();
count.List = new List <ExpandoObject>();
}
else if (count.List == null)
{
count.List = new List <ExpandoObject>();
}
var card = new HeroCard();
var action = new CardAction()
{
Type = ActionTypes.MessageBack,
Title = $"Accounts owned by me: {count.List.Count}",
Value = count.ToString()
};
card.Buttons = new List <CardAction>();
card.Buttons.Add(action);
await DisplayMessage(card, context);
});
}
public CRMWebAPI GetAPI()
{
CRMWebAPI api = new CRMWebAPI("https://org.api.crm.dynamics.com/api/data/v8.0/", "access token goes here");
return api;
}
public static bool IsTokenValid(ITurnContext <IMessageActivity> context, string accessToken, IConfiguration ConfigurationManager)
{
var result = false;
Task.Run(async() =>
{
string crmBaseUrl = ConfigurationManager["CrmServerUrlProd"];
var api = new CRMWebAPI(crmBaseUrl + "/api/data/v8.1/", accessToken);
try
{
var results = await api.GetList("accounts", new CRMGetListOptions()
{
Top = 1
});
if (results != null && results.Count >= 0)
{
result = true;
}
}
catch (Exception ex)
{
}
}).Wait();
return(result);
}
public CRMWebAPI GetAPI()
{
CRMWebAPI api = new CRMWebAPI("https://tr22a.api.crm.dynamics.com/api/data/v8.0/",
"<token goes here>");
return(api);
}
public static async Task GetTopAccounts(CRMWebAPI api, ITurnContext <IMessageActivity> context, int count)
{
await Task.Run(async() =>
{
var card = new HeroCard();
var names = new List <string>();
//var results = await api.GetList("accounts", new CRMGetListOptions() { Top = 5, FormattedValues = true });
string fetchXml = "<fetch mapping='logical' count='{0}'><entity name='account'><attribute name='accountid'/><attribute name='name'/></entity></fetch>";
fetchXml = string.Format(fetchXml, count);
var fetchResults = await api.GetList("accounts", QueryOptions: new CRMGetListOptions()
{
FetchXml = fetchXml
});
foreach (var item in fetchResults.List)
{
IDictionary <string, object> propertyValues = item;
foreach (var property in propertyValues.Keys)
{
if (property.ToLowerInvariant() == "name")
{
names.Add(propertyValues[property].ToString());
}
//await context.PostAsync(String.Format("{0} : {1}", property, propertyValues[property]));
}
}
card.Buttons = CreateButtons(names);
await DisplayMessage(card, context);
});
}
public static async Task <Guid> CopyEntityAttribute(this CRMWebAPI api, Guid fromEntityID, Guid toEntityID, Guid fromAttributeID, string attributeType, string logicalName)
{
var ec = "EntityDefinitions(" + fromEntityID.ToString() + ")/Attributes(" + fromAttributeID + ")";
if (attributeType == "Boolean")
{
ec += "/Microsoft.Dynamics.CRM.BooleanAttributeMetadata?$expand=OptionSet";
}
if (attributeType == "Picklist")
{
ec += "/Microsoft.Dynamics.CRM.PicklistAttributeMetadata?$expand=OptionSet,GlobalOptionSet";
}
dynamic fromAttrib = await api.Get(ec, Guid.Empty);
IDictionary <string, object> fromAttribValues = (IDictionary <string, object>)fromAttrib;
fromAttribValues.Remove("MetadataId");
fromAttribValues.Remove("EntityLogicalName");
if (attributeType == "Boolean")
{
fromAttribValues["@odata.type"] = "Microsoft.Dynamics.CRM.BooleanAttributeMetadata";
fromAttribValues.Remove("*****@*****.**");
if (fromAttrib.OptionSet != null)
{
IDictionary <string, object> fromOptionSetValues = (IDictionary <string, object>)fromAttrib.OptionSet;
fromOptionSetValues.Remove("Name");
fromOptionSetValues.Remove("MetadataId");
fromOptionSetValues.Remove("MetadataId");
fromOptionSetValues["IsCustomOptionSet"] = true;
}
}
if (attributeType == "Picklist")
{
fromAttribValues["@odata.type"] = "Microsoft.Dynamics.CRM.PicklistAttributeMetadata";
if (fromAttrib.OptionSet != null)
{
IDictionary <string, object> fromOptionSetValues = (IDictionary <string, object>)fromAttrib.OptionSet;
fromOptionSetValues.Remove("Name");
fromOptionSetValues.Remove("MetadataId");
fromOptionSetValues.Remove("MetadataId");
fromOptionSetValues["IsCustomOptionSet"] = true;
}
else
{
fromAttribValues.Remove("OptionSet");
fromAttribValues["*****@*****.**"] = "/GlobalOptionSetDefinitions(" + fromAttrib.GlobalOptionSet.MetadataId + ")";
fromAttribValues.Remove("*****@*****.**");
fromAttribValues.Remove("GlobalOptionSet");
}
}
fromAttrib.LogicalName = logicalName;
fromAttrib.SchemaName = logicalName;
return(await api.Create("EntityDefinitions(" + toEntityID.ToString() + ")/Attributes", fromAttrib));
}
public CRMWebAPI GetAPI()
{
CRMWebAPI api = new CRMWebAPI("https://tr22a.api.crm.dynamics.com/api/data/v8.0/",
"<token goes here>");
return api;
}
public EraseRecordDataWebApi(ErasePiiObjectWebApi erasePiiObject)
{
_entityName = erasePiiObject.EntityName;
_entityRecords = erasePiiObject.EntityRecords;
_entityId = erasePiiObject.EntityId;
_api = erasePiiObject.API;
if (_entityRecords.Count > 0)
{
BulkDeleteRecordsWebApi();
}
}
public static CRMWebAPI GetAPI()
{
string authority = ConfigurationManager.AppSettings["AdOath2AuthEndpoint"];// "https://login.microsoftonline.com/common";
string clientId = ConfigurationManager.AppSettings["AdClientId"];
string crmBaseUrl = ConfigurationManager.AppSettings["CrmServerUrl"];
var authContext = new AuthenticationContext(authority);
UserCredential userCreds = new UserCredential(ConfigurationManager.AppSettings["CrmUsername"], ConfigurationManager.AppSettings["CrmPassword"]);
var result = authContext.AcquireToken(crmBaseUrl, clientId, userCreds);
CRMWebAPI api = new CRMWebAPI(crmBaseUrl + "/api/data/v8.1/", result.AccessToken);
return(api);
}
static void Main(string[] args)
{
var response = GetAPI();
response.Wait();
CRMWebAPI api = response.Result;
Task.Run(async() =>
{
Xrm.Tools.WebAPI.Results.CRMGetListResult <System.Dynamic.ExpandoObject> results = await GetAccounts(api);
dynamic result = results.List[0];
Console.WriteLine($"Name: {result.name}\nID: {result.accountid}");
}).Wait();
}
public EraseFieldDataWebApi(ErasePiiObjectWebApi erasePiiObject)
{
_fieldCollectionDictionary = erasePiiObject.FieldCollectionDictionary;
_entity = erasePiiObject.Entity;
_fieldName = erasePiiObject.FieldName;
_entityName = erasePiiObject.EntityName;
_entityId = erasePiiObject.EntityId;
_entityIdLogicalName = erasePiiObject.EntityIdLogicalName;
_resource = erasePiiObject.Resource;
_accessToken = erasePiiObject.AccessToken;
_api = erasePiiObject.API;
_fieldValue = erasePiiObject.FieldValue;
_fieldType = erasePiiObject.FieldType;
CheckFieldType(_fieldType);
//Task.WaitAll(Task.Run(async () => await EraseTextFieldTypeAsync()));
}
public static void CreateNewLead(CRMWebAPI api, LeadRegisterForm result)
{
Task.Run(async() =>
{
dynamic data = new ExpandoObject();
data.subject = $"New Lead Registration Request by {result.Name}";
data.firstname = result.Name;
data.description = $@"New Lead registration request summary:
{Environment.NewLine}Product Requested : {result.Product},
{Environment.NewLine}Accounts Interested In: {result.Accounts},
{Environment.NewLine}Requester's Gender: {result.Gender},
{Environment.NewLine}Customer Name: {result.Name},
{Environment.NewLine}Total Registrations: {result.TotalAttendees},
{Environment.NewLine}Complementary Drink: {result.ComplementoryDrink}";
var leadGuid = await api.Create("leads", data);
}).Wait();
}
public static async Task GetAllAccountCounts(CRMWebAPI api, ITurnContext <IMessageActivity> context)
{
await Task.Run(async() =>
{
var count = await api.GetCount("accounts");
var card = new HeroCard();
var action = new CardAction()
{
Type = ActionTypes.MessageBack,
Title = $"Accounts in CRM: {count}",
Value = count.ToString()
};
card.Buttons = new List <CardAction>();
card.Buttons.Add(action);
await DisplayMessage(card, context);
});
}
public static void CreateTestDrive(TestDriveDetail testDrive, CRMWebAPI api)
{
Task.Run(async() =>
{
dynamic data = new ExpandoObject();
data.subject = $"Test Drive Request by {testDrive.CustomerName}";
data.firstname = testDrive.CustomerName;
data.description = $@"Test drive request summary:
{Environment.NewLine}Car Make: {testDrive.CarMake},
{Environment.NewLine}Car Model: {testDrive.CarModel},
{Environment.NewLine}Requested Time: {testDrive.RequestedTime},
{Environment.NewLine}Customer Name: {testDrive.CustomerName},
{Environment.NewLine}Phone Number: {testDrive.PhoneNumber}";
var leadGuid = await api.Create("leads", data);
});
}
static void Main(string[] args)
{
Console.WriteLine("Press S for clientid/secret, C for certificate auth");
var key = Console.ReadKey();
Task.Run(async() =>
{
string clientId = ConfigurationManager.AppSettings["ClientId"];
string clientSecret = ConfigurationManager.AppSettings["ClientSecret"];
string apiUrl = ConfigurationManager.AppSettings["ApiUrl"];
string thumb = ConfigurationManager.AppSettings["CertThumb"];
var authParams = await AuthenticationParameters.CreateFromResourceUrlAsync(new Uri(apiUrl));
var authContext = new AuthenticationContext(authParams.Authority);
// clientid/secret
var clientCreds = new ClientCredential(clientId, clientSecret);
// certificate
X509Store store = new X509Store(StoreLocation.CurrentUser);
store.Open(OpenFlags.ReadOnly);
var certs = store.Certificates.Find(X509FindType.FindByThumbprint, thumb, false);
var cert = certs[0];
var certCreds = new ClientAssertionCertificate(clientId, certs[0]);
AuthenticationResult result;
if (key.Key == ConsoleKey.S)
{
result = await authContext.AcquireTokenAsync(authParams.Resource,
clientCreds);
}
else
{
result = await authContext.AcquireTokenAsync(authParams.Resource,
certCreds);
}
CRMWebAPI api = new CRMWebAPI(apiUrl, result.AccessToken);
dynamic whoAmI = await api.ExecuteFunction("WhoAmI");
Console.WriteLine($"{whoAmI.OrganizationId},{whoAmI.BusinessUnitId},{whoAmI.UserId}");
Console.ReadLine();
}).Wait();
}
public static async Task <CRMWebAPI> GetAPI(IConfiguration ConfigurationManager)
{
string clientSecret = ConfigurationManager["ClientSecret"];
string authority = ConfigurationManager["AdOath2AuthEndpoint"]; // "https://login.microsoftonline.com/common?client_secret=";
string clientId = ConfigurationManager["AdClientId"];
string crmBaseUrl = ConfigurationManager["CrmServerUrl"]; //+ "?client_secret=" + clientSecret;
string tenantID = ConfigurationManager["TenantId"];
string authResource = "https://login.windows.net/" + tenantID + "/";
var authContext = new AuthenticationContext(authResource, false);
//UserCredential userCreds = new UserCredential(ConfigurationManager.AppSettings["CrmUsername"], ConfigurationManager.AppSettings["CrmPassword"]);
var userCreds = new UserCredential();
//var result = authContext.AcquireToken(crmBaseUrl, clientId, new Uri("http://localhost:3979"),PromptBehavior.Auto,UserIdentifier.AnyUser,"client_secret=" + clientSecret);
var result = await authContext.AcquireTokenAsync(crmBaseUrl, clientId, userCreds);
CRMWebAPI api = new CRMWebAPI(crmBaseUrl + "/api/data/v8.1/", result.AccessToken);
return(api);
}
public static Tuple <string, string, CRMWebAPI> ConnectToCRMWithApplicationUser(string authority, string appSecret,
string clientId, string resource)
{
//Console.WriteLine("Authority is: " +authority);
//Console.WriteLine("App Secret is: " +appSecret);
//Console.WriteLine("Client Id is: " + clientId);
//Console.WriteLine("Resource is: " + resource);
if (authority == null)
{
throw new ArgumentNullException(nameof(authority));
}
if (resource == null)
{
throw new ArgumentNullException(nameof(resource));
}
if (appSecret == null)
{
throw new ArgumentNullException(nameof(appSecret));
}
if (clientId == null)
{
throw new ArgumentNullException(nameof(clientId));
}
try
{
var clientCredential = new ClientCredential(clientId, appSecret);
var authContext = new AuthenticationContext(authority);
var authenticationResult = authContext.AcquireToken(resource, clientCredential);
var crmToken = authenticationResult.AccessToken;
crmWebApi = new CRMWebAPI(resource + "/api/data/v9.1/", authenticationResult.AccessToken);
//Console.WriteLine("The CRM Token is: " + crmToken);
//Console.WriteLine("The client crendential is: " +clientCredential);
return(new Tuple <string, string, CRMWebAPI>(crmToken, resource, crmWebApi));
}
catch (Exception e)
{
Console.WriteLine(e);
throw;
}
}
public static async Task <ExpandoObject> GetOptionSetByName(this CRMWebAPI api, string optionSetName)
{
CRMGetListOptions options = new CRMGetListOptions()
{
Select = new[] { "Name" }
};
var queryResult = await api.GetList("GlobalOptionSetDefinitions", options);
foreach (dynamic optionSet in queryResult.List)
{
if ((optionSet != null) && (optionSet.Name == optionSetName))
{
var matchingOptionSet = await api.Get("GlobalOptionSetDefinitions", Guid.Parse(optionSet.MetadataId));
return(matchingOptionSet);
}
}
return(null);
}
public DynamicsListsGateway(CRMWebAPI api)
{
this.api = api;
}
public AccountRepo()
{
_api = new API().Connection;
}
public SubmissionDynamicsCustomActionHandler(CRMWebAPI api, ILogger <SubmissionDynamicsCustomActionHandler> logger, ICachedListsProvider cachedListsProvider)
{
this.api = api;
this.logger = logger;
this.cachedListsProvider = cachedListsProvider;
}
public CRMWebAPI GetAPI()
{
CRMWebAPI api = new CRMWebAPI("https://orgname.api.crm.dynamics.com/api/data/v9.0/", "");
return(api);
}
public OrderRepo()
{
_api = new API().Connection;
}
public ODataClient(string crmUrl, string accessToken, double crmVersion = 9.1)
{
this.CrmApiUrl = $"{crmUrl}/api/data/v{crmVersion}/";
AccessToken = accessToken;
ApiClient = new CRMWebAPI(CrmApiUrl, this.AccessToken);
}
public ConfigHealthProvider(IConfiguration configuration, CRMWebAPI api, ILogger <ConfigHealthProvider> logger)
{
conf = configuration;
this.api = api;
this.logger = logger;
}
public static async Task <List <CRMAttributeDisplayName> > GetAttributeDisplayNameList(this CRMWebAPI api, Guid entityID, int LCID = 0)
{
var result = new List <CRMAttributeDisplayName>();
CRMGetListOptions options = new CRMGetListOptions()
{
Filter = "((IsValidForRead eq true) and (AttributeOf eq null))",
Select = new[] { "MetadataId", "DisplayName", "LogicalName", "SchemaName", "AttributeType", "IsPrimaryId" }
};
var queryResults = await api.GetList("EntityDefinitions(" + entityID.ToString() + ")/Attributes", options);
foreach (dynamic attrib in queryResults.List)
{
CRMAttributeDisplayName edm = new CRMAttributeDisplayName();
edm.MetadataId = Guid.Parse(attrib.MetadataId);
edm.LogicalName = attrib.LogicalName;
edm.SchemaName = attrib.SchemaName;
edm.IsPrimaryId = attrib.IsPrimaryId;
edm.AttributeType = attrib.AttributeType;
if (attrib.AttributeType == "Lookup" || attrib.AttributeType == "Customer" || attrib.AttributeType == "Owner")
{
edm.ODataLogicalName = "_" + attrib.LogicalName + "_value";
}
else
{
edm.ODataLogicalName = attrib.LogicalName;
}
if ((attrib.DisplayName.LocalizedLabels != null) && (attrib.DisplayName.LocalizedLabels.Count > 0))
{
edm.DisplayName = attrib.DisplayName.LocalizedLabels[0].Label;
if (LCID != 0)
{
foreach (dynamic label in attrib.DisplayName.LocalizedLabels)
{
if (label.LanguageCode == LCID)
{
edm.DisplayName = label.Label;
}
}
}
}
else
{
edm.DisplayName = edm.LogicalName;
}
edm.LogicalDisplayName = edm.DisplayName + "(" + edm.LogicalName + ")";
result.Add(edm);
}
return(result);
}
public ErasePiiBuilderWebApi(CRMWebAPI api)
{
_api = api;
}
public ProductRepo()
{
_api = new API().Connection;
}
// Retrieve all accounts
public static async Task <Xrm.Tools.WebAPI.Results.CRMGetListResult <System.Dynamic.ExpandoObject> > GetAccounts(CRMWebAPI api)
{
var results = await api.GetList("accounts",
new Xrm.Tools.WebAPI.Requests.CRMGetListOptions()
{
TrackChanges = true, FormattedValues = true
});
return(results);
}
public static async Task <List <CRMEntityDisplayName> > GetEntityDisplayNameList(this CRMWebAPI api, int LCID = 0)
{
var result = new List <CRMEntityDisplayName>();
CRMGetListOptions options = new CRMGetListOptions()
{
Filter = "IsPrivate eq false",
Select = new[] { "MetadataId", "EntitySetName", "DisplayName",
"DisplayCollectionName", "LogicalName", "LogicalCollectionName", "PrimaryIdAttribute" }
};
var queryResults = await api.GetList("EntityDefinitions", options);
foreach (dynamic entity in queryResults.List)
{
CRMEntityDisplayName edm = new CRMEntityDisplayName();
edm.MetadataId = Guid.Parse(entity.MetadataId);
edm.EntitySetName = entity.EntitySetName;
edm.LogicalName = entity.LogicalName;
edm.LogicalCollectionName = entity.LogicalCollectionName;
edm.PrimaryIdAttribute = entity.PrimaryIdAttribute;
if ((entity.DisplayName.LocalizedLabels != null) && (entity.DisplayName.LocalizedLabels.Count > 0))
{
edm.DisplayName = entity.DisplayName.LocalizedLabels[0].Label;
if (LCID != 0)
{
foreach (dynamic label in entity.DisplayName.LocalizedLabels)
{
if (label.LanguageCode == LCID)
{
edm.DisplayName = label.Label;
}
}
}
}
else
{
edm.DisplayName = edm.LogicalName;
}
if ((entity.DisplayCollectionName.LocalizedLabels != null) && (entity.DisplayCollectionName.LocalizedLabels.Count > 0))
{
edm.DisplayCollectionName = entity.DisplayCollectionName.LocalizedLabels[0].Label;
if (LCID != 0)
{
foreach (dynamic label in entity.DisplayCollectionName.LocalizedLabels)
{
if (label.LanguageCode == LCID)
{
edm.DisplayCollectionName = label.Label;
}
}
}
}
else
{
edm.DisplayCollectionName = entity.LogicalCollectionName;
}
edm.LogicalDisplayName = edm.DisplayName + "(" + edm.LogicalName + ")";
edm.LogicalDisplayCollectionName = edm.DisplayCollectionName + "(" + edm.LogicalCollectionName + ")";
result.Add(edm);
}
return(result);
}
public static async Task GetProductInfo(CRMWebAPI api, ITurnContext <IMessageActivity> context, string product)
{
var isTeams = context.Activity.ChannelId.ToLowerInvariant() == "msteams";
var isSkype = context.Activity.ChannelId.ToLowerInvariant() == "skypeforbusiness";
await Task.Run(async() =>
{
var card = new HeroCard();
var adaptCard = new AdaptiveCard(new AdaptiveSchemaVersion());
var factSet = new AdaptiveChoiceSetInput()
{
Choices = new List <AdaptiveChoice>(), Spacing = AdaptiveSpacing.Medium
};
//card.Body.Add(factSet);
var names = new List <string>();
string fetchXml = @"<fetch mapping='logical'>
<entity name='product'>
<attribute name='productid'/>
<attribute name='name'/>
<filter type='and'>
<condition attribute='name' operator='eq' value='{0}' />
</filter>
</entity>
</fetch>";
fetchXml = string.Format(fetchXml, product);
var fetchResults = await api.GetList("products", QueryOptions: new CRMGetListOptions()
{
FetchXml = fetchXml
});
foreach (var item in fetchResults.List)
{
IDictionary <string, object> propertyValues = item;
foreach (var property in propertyValues.Keys)
{
string text = $"*{property}* : {propertyValues[property].ToString()}";
if (isTeams || isSkype)
{
card.Buttons.Add(new CardAction()
{
Text = text, Value = text, Type = ActionTypes.MessageBack
});
}
else
{
adaptCard.Body.Add(new AdaptiveTextBlock()
{
Text = text
});
}
}
}
if (isTeams || isSkype)
{
await DisplayMessage(card, context);
}
else
{
await DisplayMessage(adaptCard, context);
}
});
}
