private void AddSecurityRoleToUser(Entity user, Guid roleId)
{
var roleReference = new EntityReference("role", roleId);
var roleRefs = new EntityReferenceCollection(new List <EntityReference>()
{
roleReference
});
_client.Associate(
"systemuser",
user.Id,
new Relationship("systemuserroles_association"),
roleRefs);
}
/// <summary>
/// This method creates any entity records that this sample requires.
/// Creates the email activity.
/// </summary>
public static void CreateRequiredRecords(CrmServiceClient service)
{
// Create/retrieve a user and associate a role.
_userId = SystemUserProvider.RetrieveAUserWithoutAnyRoleAssigned(service);
// Find the role.
var query = new QueryExpression
{
EntityName = Role.EntityLogicalName,
ColumnSet = new ColumnSet("roleid"),
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression
{
AttributeName = "name",
Operator = ConditionOperator.Equal,
Values = { _givenRole }
}
}
}
};
// Get the role.
EntityCollection roles = service.RetrieveMultiple(query);
if (roles.Entities.Count > 0)
{
Role salesRole = service.RetrieveMultiple(query).Entities[0].ToEntity <Role>();
// Associate the user with the role for this sample.
if (salesRole != null && _userId != Guid.Empty)
{
service.Associate(
"systemuser",
_userId,
new Relationship("systemuserroles_association"),
new EntityReferenceCollection()
{
new EntityReference(Role.EntityLogicalName, salesRole.Id)
});
}
}
}
/// <summary>
/// This method creates any entity records that this sample requires.
/// Creates the email activity.
/// </summary>
public static void CreateRequiredRecords(CrmServiceClient service)
{
Contact contact1 = new Contact
{
FirstName = "Colin",
LastName = "Wilcox",
Address1_City = "Redmond",
Address1_StateOrProvince = "WA",
Address1_PostalCode = "98052",
Anniversary = new DateTime(2010, 3, 5),
CreditLimit = new Money(300),
Description = "Alpine Ski House",
StatusCode = new OptionSetValue(1),
AccountRoleCode = new OptionSetValue(1),
NumberOfChildren = 1,
Address1_Latitude = 47.6741667,
Address1_Longitude = -122.1202778,
CreditOnHold = false
};
_contactId1 = service.Create(contact1);
Console.Write("Created a sample contact 1: {0}, ", contact1.FirstName + " " + contact1.LastName);
Contact contact2 = new Contact
{
FirstName = "Brian",
LastName = "Smith",
Address1_City = "Bellevue",
FamilyStatusCode = new OptionSetValue(3),
Address1_StateOrProvince = "WA",
Address1_PostalCode = "98008",
Anniversary = new DateTime(2010, 4, 5),
CreditLimit = new Money(30000),
Description = "Coho Winery",
StatusCode = new OptionSetValue(1),
AccountRoleCode = new OptionSetValue(2),
NumberOfChildren = 2,
Address1_Latitude = 47.6105556,
Address1_Longitude = -122.1994444,
CreditOnHold = false
};
_contactId2 = service.Create(contact2);
Console.Write("Created a sample contact 2: {0}, ", contact2.FirstName + " " + contact2.LastName);
Contact contact3 = new Contact
{
FirstName = "Darren",
LastName = "Parker",
Address1_City = "Kirkland",
FamilyStatusCode = new OptionSetValue(3),
Address1_StateOrProvince = "WA",
Address1_PostalCode = "98033",
Anniversary = new DateTime(2010, 10, 5),
CreditLimit = new Money(10000),
Description = "Coho Winery",
StatusCode = new OptionSetValue(1),
AccountRoleCode = new OptionSetValue(2),
NumberOfChildren = 2,
Address1_Latitude = 47.6105556,
Address1_Longitude = -122.1994444,
CreditOnHold = false
};
_contactId3 = service.Create(contact3);
Console.Write("Created a sample contact 3: {0}, ", contact3.FirstName + " " + contact3.LastName);
Contact contact4 = new Contact
{
FirstName = "Ben",
LastName = "Smith",
Address1_City = "Kirkland",
FamilyStatusCode = new OptionSetValue(3),
Address1_StateOrProvince = "WA",
Address1_PostalCode = "98033",
Anniversary = new DateTime(2010, 7, 5),
CreditLimit = new Money(12000),
Description = "Coho Winery",
StatusCode = new OptionSetValue(1),
AccountRoleCode = new OptionSetValue(2),
NumberOfChildren = 2,
Address1_Latitude = 47.6105556,
Address1_Longitude = -122.1994444,
CreditOnHold = true
};
_contactId4 = service.Create(contact4);
Console.Write("Created a sample contact 4: {0}, ", contact4.FirstName + " " + contact4.LastName);
Incident incident1 = new Incident
{
Title = "Test Case 1",
PriorityCode = new OptionSetValue(1), // 1 = High
CaseOriginCode = new OptionSetValue(1), // 1 = Phone
CaseTypeCode = new OptionSetValue(2), // 2 = Problem
Description = "Description for Test Case 1.",
FollowupBy = DateTime.Now.AddHours(3.0), // follow-up in 3 hours
CustomerId = new EntityReference(Contact.EntityLogicalName, _contactId2)
};
_incidentId1 = service.Create(incident1);
Console.Write("Created a sample incident 1: {0}, ", incident1.Title);
Relationship relationship1 = new Relationship("incident_customer_contacts");
EntityReferenceCollection relatedEntities1 = new EntityReferenceCollection();
relatedEntities1.Add(new EntityReference(Contact.EntityLogicalName, _contactId1));
service.Associate(Incident.EntityLogicalName, _incidentId1, relationship1, relatedEntities1);
Console.Write("Added relationship between incident 1 and contact 1, ");
Account account1 = new Account
{
Name = "Coho Winery",
Address1_Name = "Coho Vineyard & Winery",
Address1_City = "Redmond"
};
_accountId1 = service.Create(account1);
Console.Write("Created a sample account 1: {0}, ", account1.Name);
Incident incident2 = new Incident
{
Title = "Test Case 2",
PriorityCode = new OptionSetValue(1), // 1 = High
CaseOriginCode = new OptionSetValue(1), // 1 = Phone
CaseTypeCode = new OptionSetValue(2), // 2 = Problem
Description = "Description for Sample Case 2.",
FollowupBy = DateTime.Now.AddHours(3.0), // follow-up in 3 hours
CustomerId = new EntityReference(Contact.EntityLogicalName, _contactId1)
};
_incidentId2 = service.Create(incident2);
Console.Write("Created a sample incident 2: {0}, ", incident2.Title);
Relationship relationship2 = new Relationship("incident_customer_accounts");
EntityReferenceCollection relatedEntities2 = new EntityReferenceCollection();
relatedEntities2.Add(new EntityReference(Account.EntityLogicalName, _accountId1));
service.Associate(Incident.EntityLogicalName, _incidentId2, relationship2, relatedEntities2);
Console.Write("Added relationship between incident 2 and account 1, ");
Lead lead = new Lead()
{
FirstName = "Diogo",
LastName = "Andrade"
};
_leadId = service.Create(lead);
Console.Write("Created a sample Lead: {0} ", lead.FirstName + " " + lead.LastName);
Account account2 = new Account
{
Name = "Contoso Ltd",
ParentAccountId = new EntityReference(Account.EntityLogicalName, _accountId1),
Address1_Name = "Contoso Pharmaceuticals",
Address1_City = "Redmond",
OriginatingLeadId = new EntityReference(Lead.EntityLogicalName, _leadId)
};
_accountId2 = service.Create(account2);
Console.Write("Created a sample account 2: {0}, ", account2.Name);
Relationship relationship3 = new Relationship("account_primary_contact");
EntityReferenceCollection relatedEntities3 = new EntityReferenceCollection();
relatedEntities3.Add(new EntityReference(Account.EntityLogicalName, _accountId2));
service.Associate(Contact.EntityLogicalName, _contactId2, relationship3, relatedEntities3);
Console.WriteLine("Added relationship between account 2 and contact 2.");
Console.WriteLine("Required records have been created.");
}
[STAThread]// Added to support UX
static void Main(string[] args)
{
CrmServiceClient service = null;
try
{
service = SampleHelpers.Connect("Connect");
if (service.IsReady)
{
#region Sample Code
#region Set up
SetUpSample(service);
#endregion Set up
#region Demonstrate
// Retrieve a role from CRM.
var query = new QueryExpression
{
EntityName = Role.EntityLogicalName,
ColumnSet = new ColumnSet("roleid"),
Criteria = new FilterExpression
{
Conditions =
{
// You would replace the condition below with an actual role
// name, or skip this query if you had a role id.
new ConditionExpression
{
AttributeName = "name",
Operator = ConditionOperator.Equal,
Values = { _roleName }
}
}
}
};
var role = service.RetrieveMultiple(query).Entities.
Cast <Role>().First();
// Add the role to the team.
service.Associate(
Team.EntityLogicalName,
_teamId,
new Relationship("teamroles_association"),
new EntityReferenceCollection()
{
new EntityReference(Role.EntityLogicalName, _roleId)
});
Console.WriteLine("Assigned role to team");
//</snippetAssignSecurityRoleToTeam1>
#region Clean up
CleanUpSample(service);
#endregion Clean up
}
#endregion Demonstrate
#endregion Sample code
else
{
const string UNABLE_TO_LOGIN_ERROR = "Unable to Login to Common Data Service";
if (service.LastCrmError.Equals(UNABLE_TO_LOGIN_ERROR))
{
Console.WriteLine("Check the connection string values in cds/App.config.");
throw new Exception(service.LastCrmError);
}
else
{
throw service.LastCrmException;
}
}
}
catch (Exception ex)
{
SampleHelpers.HandleException(ex);
}
}
public static void AssignAccessTeam()
{
Entity entTeam = new Entity("team");
entTeam.Attributes["name"] = "test unit";
entTeam["businessunitid"] = new EntityReference("businessunit", new Guid("7DFC241C-06DA-E911-AA24-000D3A3ABDB6"));
Guid teamId = svc.Create(entTeam);
Console.WriteLine("Created {0}", entTeam.Attributes["name"]);
// Add the role to the team.
svc.Associate(
"team",
teamId,
new Relationship("teamroles_association"),
new EntityReferenceCollection()
{
new EntityReference("role", new Guid("81FC241C-06DA-E911-AA24-000D3A3ABDB6"))
});
Console.WriteLine("Assigned team to role");
// It takes some time for the privileges to propagate to the team. Delay the
// application until the privilege has been assigned.
bool teamLacksPrivilege = true;
while (teamLacksPrivilege)
{
RetrieveTeamPrivilegesRequest retrieveTeamPrivilegesRequest =
new RetrieveTeamPrivilegesRequest
{
TeamId = teamId
};
RetrieveTeamPrivilegesResponse retrieveTeamPrivilegesResponse =
(RetrieveTeamPrivilegesResponse)svc.Execute(
retrieveTeamPrivilegesRequest);
foreach (RolePrivilege rp in
retrieveTeamPrivilegesResponse.RolePrivileges)
{
if (rp.PrivilegeId == new Guid("81FC241C-06DA-E911-AA24-000D3A3ABDB6"))
{
teamLacksPrivilege = false;
break;
}
else
{
System.Threading.Thread.CurrentThread.Join(500);
}
}
}
AssignRequest assignRequest = new AssignRequest()
{
Assignee = new EntityReference("team", teamId),
Target = new EntityReference("madmv_ma_application", new Guid("6d52f446-38ec-e911-a812-000d3a3349d4")) // app 1469
};
svc.Execute(assignRequest);
Console.WriteLine("The account is owned by the team.");
}
public void Associate(string entityName, Guid entityId, Relationship relationship, EntityReferenceCollection relatedEntities)
{
_service.Associate(entityName, entityId, relationship, relatedEntities);
}
[STAThread] // Required to support the interactive login experience
static void Main(string[] args)
{
CrmServiceClient service = null;
try
{
service = SampleHelpers.Connect("Connect");
if (service.IsReady)
{
// Create any entity records that the demonstration code requires
SetUpSample(service);
#region Demonstrate
// Associate the accounts to the contact record.
// Create a collection of the entities that will be
// associated to the contact.
var 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.
var 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);
Console.WriteLine("The entities have been disassociated.");
#endregion Demonstrate
#region Clean up
CleanUpSample(service);
#endregion Clean up
}
else
{
const string UNABLE_TO_LOGIN_ERROR = "Unable to Login to Microsoft Dataverse";
if (service.LastCrmError.Equals(UNABLE_TO_LOGIN_ERROR))
{
Console.WriteLine("Check the connection string values in cds/App.config.");
throw new Exception(service.LastCrmError);
}
else
{
throw service.LastCrmException;
}
}
}
catch (Exception ex)
{
SampleHelpers.HandleException(ex);
}
finally
{
if (service != null)
{
service.Dispose();
}
Console.WriteLine("Press <Enter> to exit.");
Console.ReadLine();
}
}
[STAThread] // Required to support the interactive login experience
static void Main(string[] args)
{
CrmServiceClient service = null;
try
{
service = SampleHelpers.Connect("Connect");
if (service.IsReady)
{
// Create any entity records that the demonstration code requires
SetUpSample(service);
#region Demonstrate
// Find the role.
QueryExpression query = new QueryExpression
{
EntityName = Role.EntityLogicalName,
ColumnSet = new ColumnSet("roleid"),
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression
{
AttributeName = "name",
Operator = ConditionOperator.Equal,
Values = { _givenRole }
}
}
}
};
// Get the role.
EntityCollection roles = service.RetrieveMultiple(query);
if (roles.Entities.Count > 0)
{
Role salesRole = service.RetrieveMultiple(query).Entities[0].ToEntity <Role>();
Console.WriteLine("Role {0} is retrieved for the role assignment.", _givenRole);
_roleId = salesRole.Id;
// Associate the user with the role.
if (_roleId != Guid.Empty && _userId != Guid.Empty)
{
service.Associate(
"systemuser",
_userId,
new Relationship("systemuserroles_association"),
new EntityReferenceCollection()
{
new EntityReference(Role.EntityLogicalName, _roleId)
});
Console.WriteLine("Role is associated with the user.");
}
}
#endregion Demonstrate
#region Clean up
CleanUpSample(service);
#endregion Clean up
}
else
{
const string UNABLE_TO_LOGIN_ERROR = "Unable to Login to Common Data Service";
if (service.LastCrmError.Equals(UNABLE_TO_LOGIN_ERROR))
{
Console.WriteLine("Check the connection string values in cds/App.config.");
throw new Exception(service.LastCrmError);
}
else
{
throw service.LastCrmException;
}
}
}
catch (Exception ex)
{
SampleHelpers.HandleException(ex);
}
finally
{
if (service != null)
{
service.Dispose();
}
Console.WriteLine("Press <Enter> to exit.");
Console.ReadLine();
}
}
/// <summary>
/// This method creates any entity records that this sample requires.
/// Create a team, an account and a role.
/// Add read account privileges to the role.
/// Assign the role to the team so that they can read the account.
/// Assign the account to the team.
/// </summary>
public static void CreateRequiredRecords(CrmServiceClient service)
{
// Instantiate an account entity record and set its property values.
// See the Entity Metadata topic in the SDK documentation to determine
// which attributes must be set for each entity.
Account setupAccount = new Account
{
Name = "Example Account"
};
// Create the account record.
_accountId = service.Create(setupAccount);
Console.WriteLine("Created {0}", setupAccount.Name);
// Retrieve the default business unit needed to create the team and role.
var queryDefaultBusinessUnit = new QueryExpression
{
EntityName = BusinessUnit.EntityLogicalName,
ColumnSet = new ColumnSet("businessunitid"),
Criteria = new FilterExpression()
};
queryDefaultBusinessUnit.Criteria.AddCondition("parentbusinessunitid",
ConditionOperator.Null);
var defaultBusinessUnit = (BusinessUnit)service.RetrieveMultiple(
queryDefaultBusinessUnit).Entities[0];
// Instantiate a team entity record and set its property values.
// See the Entity Metadata topic in the SDK documentation to determine
// which attributes must be set for each entity.
var setupTeam = new Team
{
Name = "Example Team",
BusinessUnitId = new EntityReference(BusinessUnit.EntityLogicalName,
defaultBusinessUnit.Id)
};
// Create a team record.
_teamId = service.Create(setupTeam);
Console.WriteLine("Created {0}", setupTeam.Name);
// Instantiate a role entity record and set its property values.
// See the Entity Metadata topic in the SDK documentation to determine
// which attributes must be set for each entity.
var setupRole = new Role
{
Name = "Example Role",
BusinessUnitId = new EntityReference(BusinessUnit.EntityLogicalName,
defaultBusinessUnit.Id)
};
// Create a role record. Typically you would use an existing role that has the
// the correct privileges. For this sample we need to be sure the role has
// at least the privilege to read account records.
_roleId = service.Create(setupRole);
Console.WriteLine("Created {0}", setupRole.Name);
// Create a query expression to find the prvReadAccountPrivilege.
var queryReadAccountPrivilege = new QueryExpression
{
EntityName = Privilege.EntityLogicalName,
ColumnSet = new ColumnSet("privilegeid", "name"),
Criteria = new FilterExpression()
};
queryReadAccountPrivilege.Criteria.AddCondition("name",
ConditionOperator.Equal, "prvReadAccount");
// Retrieve the prvReadAccount privilege.
Entity readAccountPrivilege = service.RetrieveMultiple(
queryReadAccountPrivilege)[0];
Console.WriteLine("Retrieved {0}", readAccountPrivilege.Attributes["name"]);
// Add the prvReadAccount privilege to the example roles to assure the
// team can read accounts.
var addPrivilegesRequest = new AddPrivilegesRoleRequest
{
RoleId = _roleId,
Privileges = new[]
{
// Grant prvReadAccount privilege.
new RolePrivilege
{
PrivilegeId = readAccountPrivilege.Id
}
}
};
service.Execute(addPrivilegesRequest);
Console.WriteLine("Added privilege to role");
// Add the role to the team.
service.Associate(
Team.EntityLogicalName,
_teamId,
new Relationship("teamroles_association"),
new EntityReferenceCollection()
{
new EntityReference(Role.EntityLogicalName, _roleId)
});
Console.WriteLine("Assigned team to role");
// It takes some time for the privileges to propagate to the team. Delay the
// application until the privilege has been assigned.
bool teamLacksPrivilege = true;
while (teamLacksPrivilege)
{
var retrieveTeamPrivilegesRequest =
new RetrieveTeamPrivilegesRequest
{
TeamId = _teamId
};
var retrieveTeamPrivilegesResponse =
(RetrieveTeamPrivilegesResponse)service.Execute(
retrieveTeamPrivilegesRequest);
foreach (RolePrivilege rp in
retrieveTeamPrivilegesResponse.RolePrivileges)
{
if (rp.PrivilegeId == readAccountPrivilege.Id)
{
teamLacksPrivilege = false;
break;
}
else
{
System.Threading.Thread.CurrentThread.Join(500);
}
}
}
return;
}
public void Associate(string entityName, Guid entityId, Relationship relationship, EntityReferenceCollection relatedEntities)
{
Retry(() => { CrmServiceClient.Associate(entityName, entityId, relationship, relatedEntities); return(true); });
}
/// <summary>
/// This method creates any entity records that this sample requires.
/// Creates the email activity.
/// </summary>
public static void CreateRequiredRecords(CrmServiceClient service)
{
var QueueViewType = new
{
Public = 0,
Private = 1
};
// Create a queue instance and set its property values.
var newQueue = new Queue
{
Name = "Example Queue",
Description = "This is an example queue.",
QueueViewType = new OptionSetValue(QueueViewType.Private)
};
// Create a new queue and store its returned GUID in a variable for later use.
_queueId = service.Create(newQueue);
Console.WriteLine("Created {0}", newQueue.Name);
// Retrieve the default business unit for the creation of the team and role.
var queryDefaultBusinessUnit = new QueryExpression
{
EntityName = BusinessUnit.EntityLogicalName,
ColumnSet = new ColumnSet("businessunitid"),
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression
{
AttributeName = "parentbusinessunitid",
Operator = ConditionOperator.Null
}
}
}
};
var defaultBusinessUnit = (BusinessUnit)service.RetrieveMultiple(
queryDefaultBusinessUnit).Entities[0];
// Create a new example team.
var setupTeam = new Team
{
Name = "Example Team",
BusinessUnitId = new EntityReference(BusinessUnit.EntityLogicalName, defaultBusinessUnit.BusinessUnitId.Value)
};
_teamId = service.Create(setupTeam);
Console.WriteLine("Created {0}", setupTeam.Name);
// Create a new example role.
var setupRole = new Role
{
Name = "Example Role",
BusinessUnitId = new EntityReference(BusinessUnit.EntityLogicalName, defaultBusinessUnit.BusinessUnitId.Value)
};
_roleId = service.Create(setupRole);
Console.WriteLine("Created {0}", setupRole.Name);
// Retrieve the prvReadQueue and prvAppendToQueue privileges.
var queryQueuePrivileges = new QueryExpression
{
EntityName = Privilege.EntityLogicalName,
ColumnSet = new ColumnSet("privilegeid", "name"),
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression
{
AttributeName = "name",
Operator = ConditionOperator.In,
Values = { "prvReadQueue", "prvAppendToQueue" }
}
}
}
};
DataCollection <Entity> retrievedQueuePrivileges =
service.RetrieveMultiple(queryQueuePrivileges).Entities;
Console.WriteLine("Retrieved prvReadQueue and prvAppendToQueue privileges.");
// Define a list to hold the RolePrivileges we'll need to add
List <RolePrivilege> rolePrivileges = new List <RolePrivilege>();
foreach (Privilege privilege in retrievedQueuePrivileges)
{
RolePrivilege rolePrivilege = new RolePrivilege(
(int)PrivilegeDepth.Local, privilege.PrivilegeId.Value);
rolePrivileges.Add(rolePrivilege);
}
// Add the prvReadQueue and prvAppendToQueue privileges to the example role.
var addPrivilegesRequest = new AddPrivilegesRoleRequest
{
RoleId = _roleId,
Privileges = rolePrivileges.ToArray()
};
service.Execute(addPrivilegesRequest);
Console.WriteLine("Retrieved privileges are added to {0}.", setupRole.Name);
// Add the example role to the example team.
service.Associate(
Team.EntityLogicalName,
_teamId,
new Relationship("teamroles_association"),
new EntityReferenceCollection()
{
new EntityReference(Role.EntityLogicalName, _roleId)
});
// It takes some time for the privileges to propogate to the team.
// Verify this is complete before continuing.
bool teamLacksPrivilege = true;
while (teamLacksPrivilege)
{
RetrieveTeamPrivilegesRequest retrieveTeamPrivilegesRequest =
new RetrieveTeamPrivilegesRequest
{
TeamId = _teamId
};
RetrieveTeamPrivilegesResponse retrieveTeamPrivilegesResponse =
(RetrieveTeamPrivilegesResponse)service.Execute(
retrieveTeamPrivilegesRequest);
if (retrieveTeamPrivilegesResponse.RolePrivileges.Any(
rp => rp.PrivilegeId == rolePrivileges[0].PrivilegeId) &&
retrieveTeamPrivilegesResponse.RolePrivileges.Any(
rp => rp.PrivilegeId == rolePrivileges[1].PrivilegeId))
{
teamLacksPrivilege = false;
}
else
{
Thread.Sleep(1000);
}
}
Console.WriteLine("{0} has been added to {1}",
setupRole.Name, setupTeam.Name);
return;
}