public static IOrganizationService ObtenerConexion()
{
try
{
connection = string.Format(ConfigurationManager.AppSettings["Connection_CRM"], urlCRM, usuarioCRM, claveCRM);
ServicePointManager.SecurityProtocol = SecurityProtocolType.Tls12;
conn = new CrmServiceClient(connection);
//Validamos si se pudo realizar la Conexión
if (conn.IsReady)
{
_orgService = (IOrganizationService)conn.OrganizationWebProxyClient != null ? (IOrganizationService)
conn.OrganizationWebProxyClient : (IOrganizationService)conn.OrganizationServiceProxy;
conn.Dispose();
conn = null;
return(_orgService);
}
else
{
conn.Dispose();
conn = null;
return(_orgService);
}
}
catch (Exception ex)
{
string ruta = ConfigurationManager.AppSettings["PathLogServicio"];
ZthMetodosVarios.Metodos.GuardarLog(ruta, "Se ha producido el siguiente error: " + ex.Message.ToString());
throw new Exception(ex.Message.ToString());
}
}
[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
// Create a queue instance and set its property values.
var newQueue = new Queue()
{
Name = "Example Queue.",
Description = "This is an example queue."
};
// Create a new queue instance.
_queueId = service.Create(newQueue);
Console.WriteLine("Created {0}.", newQueue.Name);
#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();
}
}
/// <summary>
/// Tests the CRM Connection
/// </summary>
/// <param name="connectionString">CRM Connection String</param>
/// <returns>Returns <see cref="bool"/> if the connection succeeded.</returns>
public bool TestCRMConnection(string connectionString)
{
CrmServiceClient crmServiceClient = null;
try
{
crmServiceClient = new CrmServiceClient(connectionString);
if (crmServiceClient.IsReady)
{
return(true);
}
else
{
CrmConnectionException connectionException = new CrmConnectionException(crmServiceClient.LastCrmError, crmServiceClient.LastCrmException.InnerException);
throw connectionException;
}
}
catch (Exception ex)
{
ToolingConnector.Log.Error(ex.Message, ex);
throw;
}
finally
{
if (crmServiceClient != null)
{
crmServiceClient.Dispose();
}
}
}
[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
// Retrieve the account record created
Entity accountRecord = service.Retrieve("account", _accountId, new ColumnSet(true));
//Updated the ownerid attribute to the user who want to own the record
accountRecord["ownerid"] = new EntityReference(SystemUser.EntityLogicalName, _otherUserId);
// Execute the Request
service.Update(accountRecord);
Console.WriteLine("The account is owned by new owner.");
#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();
}
}
[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
// Assign the account to a team.
var accountRecord = service.Retrieve("account", _accountId, new Microsoft.Xrm.Sdk.Query.ColumnSet(true));
accountRecord["ownerid"] = new EntityReference(Team.EntityLogicalName, _teamId);
service.Update(accountRecord);
Console.WriteLine("The account is owned by the team.");
#region Clean up
CleanUpSample(service);
#endregion Clean up
}
#endregion Demonstrate
#endregion Sample Code
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();
}
}
protected override void EndProcessing()
{
base.EndProcessing();
if (ServiceClient != null)
{
ServiceClient.Dispose();
}
}
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
CreateMarketingList(service);
DistributeCampaign(service);
#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);
}
finally
{
if (service != null)
{
service.Dispose();
}
Console.WriteLine("Press <Enter> to exit.");
Console.ReadLine();
}
}
public virtual void Dispose(bool disposing)
{
if (!this.disposed)
{
if (disposing)
{
conn.Dispose();
}
this.disposed = true;
}
}
[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
// TODO Add demonstration code here
CloneProductRequest cloneReq = new CloneProductRequest
{
Source = new EntityReference(Product.EntityLogicalName, _productId)
};
CloneProductResponse cloned = (CloneProductResponse)ServiceProxy.Execute(cloneReq);
_productCloneId = cloned.ClonedProduct.Id;
#endregion Demonstrate
}
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();
}
}
[STAThread] // Required to support the interactive login experience
static void Main(string[] args)
{
CrmServiceClient service = null;
try
{
service = SampleHelpers.Connect("Connect");
if (service.IsReady)
{
_serviceContext = new ServiceContext(service);
// Create any entity records that the demonstration code requires
SetUpSample(service);
#region Demonstrate
ConfigureActivityFeeds(service);
PostToRecordWalls(service);
PostToPersonalWalls(service);
ShowRecordWalls(service);
#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
CreateCustomer(service);
CreateSalesOrder(service);
CloseSalesOrder(service);
DeleteRequiredRecords(service, prompt);
#endregion Demonstrate
}
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();
}
}
public static void ETLLegislationData(Regulation legData, CrmServiceClient existingService = null, int top = 0)
{
CrmServiceClient service = null;
try
{
service = existingService == null?CrmSdkHelper.Connect() : existingService;
if (service != null)
{
Console.BackgroundColor = ConsoleColor.DarkGreen;
Console.WriteLine("Connected to the organization server for " + service?.CrmConnectOrgUriActual?.AbsoluteUri ?? service?.ConnectedOrgFriendlyName);
if (service.IsReady)
{
Console.WriteLine(Environment.NewLine + "-----UPDATING LEGISLATION DATA-----" + Environment.NewLine + ":)");
CrmSdkHelper.CreateOrUpdateLegislations(service, legData, top);
}
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)
{
CrmSdkHelper.HandleException(ex);
}
finally
{
if (service != null)
{
service.Dispose();
}
}
}
public static void DeleteQuestionnaireData(CrmServiceClient existingService = null)
{
CrmServiceClient service = null;
try
{
service = existingService == null?CrmSdkHelper.Connect() : existingService;
if (service != null)
{
Console.BackgroundColor = ConsoleColor.DarkGreen;
Console.WriteLine("Connected to the organization server for " + service?.CrmConnectOrgUriActual?.AbsoluteUri ?? service?.ConnectedOrgFriendlyName);
if (service.IsReady)
{
//Delete everything
Console.BackgroundColor = ConsoleColor.DarkRed;
Console.WriteLine(Environment.NewLine + "-----DELETING ALL QUESTIONNAIRE DATA-----" + Environment.NewLine + ":)");
CrmSdkHelper.DeleteQuestionnaireData(service);
Console.WriteLine("-----QUESTIONNAIRE DATA DELETED-----");
}
else
{
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)
{
CrmSdkHelper.HandleException(ex);
}
finally
{
if (service != null)
{
service.Dispose();
}
}
}
public static void ETLQuestionnaireData(Questionnaire questionnaireData, CrmServiceClient existingService = null, string outputPath = "general.integration.js")
{
CrmServiceClient service = null;
try
{
service = CrmSdkHelper.Connect();
if (service != null)
{
Console.BackgroundColor = ConsoleColor.DarkGreen;
Console.WriteLine("Connected to the organization server for " + service?.CrmConnectOrgUriActual?.AbsoluteUri ?? service?.ConnectedOrgFriendlyName);
if (service.IsReady)
{
Console.BackgroundColor = ConsoleColor.DarkGreen;
Console.WriteLine(Environment.NewLine + "-----CREATING QUESTIONNAIRE DATA-----" + Environment.NewLine + ":)");
CrmSdkHelper.CreateOrUpdateCrmWithExcelData(ref service, questionnaireData);
Console.WriteLine("-----QUESTIONNAIRE DATA SAVED-----");
}
else
{
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)
{
CrmSdkHelper.HandleException(ex);
}
finally
{
if (service != null)
{
service.Dispose();
}
}
}
private bool disposedValue = false; // To detect redundant calls
protected virtual void Dispose(bool disposing)
{
if (!disposedValue)
{
if (disposing)
{
// TODO: dispose managed state (managed objects).
_crmClient.Dispose();
}
_orgService = null;
disposedValue = true;
}
}
static void Main(string[] args)
{
var connectionString = @"ServiceUri=https://myorg.crmdomain.ru:444/myorg; AuthType=IFD; Domain=crmdomain; UserName=crmdomain\crmuser; Password=mypassword; LoginPrompt=Never; RequireNewInstance=True;";
CrmServiceClient service = new CrmServiceClient(connectionString);
var app = new Program(service);
var timer = new Timer(3000);
timer.Elapsed += app.Do;
timer.Start();
Console.ReadKey();
timer.Stop();
service.Dispose();
}
static void Main()
{
// The connection to the Organization web service.
CrmServiceClient serviceClient = null;
OrganizationServiceManager serviceManager;
int timeoutInMinutes = int.Parse(ConfigurationManager.AppSettings["TimeoutInMinutes"]);
int defaultConnectionLimit = int.Parse(ConfigurationManager.AppSettings["DefaultConnectionLimit"]);
// Allows .NET to run multiple threads https://msdn.microsoft.com/en-us/library/system.net.servicepointmanager.defaultconnectionlimit(v=vs.110).aspx
System.Net.ServicePointManager.DefaultConnectionLimit = defaultConnectionLimit;
try
{
// Establish an authenticated connection to Crm.
string connectionString = ConfigurationManager.ConnectionStrings["CrmConnect"].ConnectionString;
CrmServiceClient.MaxConnectionTimeout = new TimeSpan(0, timeoutInMinutes, 0);
serviceClient = new CrmServiceClient(connectionString);
serviceManager = new OrganizationServiceManager(serviceClient);
LogAppSettings(); // Display App Settings
DetermineOperationType(serviceClient, serviceManager);
Console.WriteLine();
Console.WriteLine("Completed!");
}
catch (FaultException<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 (FormatException e) { HandleException(e); }
catch (InvalidOperationException e) { HandleException(e); }
catch (Exception e) { HandleException(e); }
finally
{
// Always dispose the service object to close the service connection and free resources.
if (serviceClient != null) serviceClient.Dispose();
Console.WriteLine("Press <Enter> to exit.");
Console.ReadLine();
}
}
public void Module2LabCAsUnitTest(string name, string line1, string city)
{
var cnString = ConfigurationManager.ConnectionStrings["CrmOnline"].ConnectionString;
var crmServiceClient = new CrmServiceClient(cnString);
var account = new Entity("account");
account["name"] = name;
account["address1_line1"] = line1;
account["address1_city"] = city;
var newAccountGuid = crmServiceClient.Create(account);
Debug.WriteLine($"New account id: {newAccountGuid}");
crmServiceClient.Dispose();
}
public static void DeleteLegislation(CrmServiceClient existingService = null)
{
var doNotDispose = existingService != null ? true : false;
CrmServiceClient service = null;
try
{
service = existingService == null?CrmSdkHelper.Connect() : existingService;
if (service.IsReady)
{
Console.BackgroundColor = ConsoleColor.DarkRed;
Console.WriteLine("-----DELETING ANY EXISTING LEGISTLATION DATA-----");
CrmSdkHelper.DeleteLegislation(service);
Console.WriteLine("-----LEGISLATION DATA DELETED-----");
}
else
{
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)
{
CrmSdkHelper.HandleException(ex);
}
finally
{
if (service != null && !doNotDispose)
{
service.Dispose();
}
}
}
static CrmServiceClient conn = null; // Invocamos la Conexión y creamos el campo conn*, la variable conn es de tipo crmServiceClient, solo hay una copia de cada campo estático
public static IOrganizationService ObtenerConexion() // Método estático, del tipo organization services
{
try
{
// Utilizamos el metodo string.format() , convierte el valor de los objetos a string en el formato deseado
connection = string.Format(ConfigurationManager.AppSettings["Connection_CRM"], urlCRM, usuarioCRM, claveCRM);
// Output: "Url={0}; Username={1};Password={2};AuthType=Office365;RequireNewInstance=True;"
ServicePointManager.SecurityProtocol = SecurityProtocolType.Tls12;
// Definicion del protocolo de seguridad de la capa de transporte
// Credenciales para conectarse a la instancia especifica de CRM online
conn = new CrmServiceClient(connection); // con connection entregamos los parametros de conexión formateadas anteriormente
// Entregamos la conexión formateada
//Validamos si se pudo realizar la Conexión
if (conn.IsReady)
{
_orgService = (IOrganizationService)conn.OrganizationWebProxyClient != null ? (IOrganizationService) // respondio datos o fue null
conn.OrganizationWebProxyClient : (IOrganizationService)conn.OrganizationServiceProxy; // set up de la variable
conn.Dispose(); // Definida en la Interface Disposable ( desechar), su funcion es Liberar Recursos
conn = null; // reasignamos la variable a null
return(_orgService); // retornamos la conexión
}
else
{
conn.Dispose();
conn = null;
return(_orgService);
}
}
catch (Exception ex)
{
// Implementación del DLL
// Guarda en la variable ruta, La ruta de registro del servicio
string ruta = ConfigurationManager.AppSettings["PathLogServicio"];
// Utiliza el .dll ZthMetodosVarios
ZthMetodosVarios.Metodos.GuardarLog(ruta, "Se ha producido el siguiente error: " + ex.Message.ToString());
// Guarda el registro en ruta; Se ha producido el siguiente error + el mensaje que arroja la excepción
throw new Exception(ex.Message.ToString());
}
}
[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
var query = new QueryExpression
{
EntityName = Role.EntityLogicalName,
ColumnSet = new ColumnSet("name", "roleid")
};
EntityCollection entities = service.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);
}
#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();
}
}
[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
// Get the current user's information.
WhoAmIRequest userRequest = new WhoAmIRequest();
WhoAmIResponse userResponse = (WhoAmIResponse)service.Execute(userRequest);
// Retrieve the working hours of the current user.
QueryScheduleRequest scheduleRequest = new QueryScheduleRequest
{
ResourceId = userResponse.UserId,
Start = DateTime.Now,
End = DateTime.Today.AddDays(7),
TimeCodes = new TimeCode[] { TimeCode.Available }
};
QueryScheduleResponse scheduleResponse = (QueryScheduleResponse)service.Execute(scheduleRequest);
// Verify if some data is returned for the availability of the current user
if (scheduleResponse.TimeInfos.Length > 0)
{
Console.WriteLine("Successfully queried the working hours of the current user.");
}
}
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;
}
}
}
#endregion Demonstrate
catch (Exception ex)
{
SampleHelpers.HandleException(ex);
}
finally
{
if (service != null)
{
service.Dispose();
}
Console.WriteLine("Press <Enter> to exit.");
Console.ReadLine();
}
}
[STAThread] // Added to support UX
static void Main(string[] args)
{
CrmServiceClient service = null;
try
{
service = SampleHelpers.Connect("Connect");
if (service != null)
{
// Service implements IOrganizationService interface
if (service.IsReady)
{
#region Sample Code
//////////////////////////////////////////////
#region Demonstrate
// Instantiate an account object.
Entity newAccount = new Entity("account");
// Set the required attributes. For account, only the name is required.
newAccount["name"] = "Fourth Coffee";
//Set any other attribute values.
newAccount["address2_postalcode"] = "98074";
// Create an account record named Fourth Coffee.
Guid accountid = service.Create(newAccount);
Console.WriteLine("Created {0} entity named {1}.", newAccount.LogicalName, newAccount["name"]);
// Create a column set to define which attributes should be retrieved.
ColumnSet attributes = new ColumnSet("name", "ownerid");
// Retrieve the account and its name and ownerid attributes.
newAccount = service.Retrieve(newAccount.LogicalName, accountid, attributes);
Console.WriteLine("Retrieved Entity");
/*
* IMPORTANT:
* Do not update an entity using a retrieved entity instance.
* Always instantiate a new Entity and
* set the primary key value to match the entity you want to update.
* Only set the attribute values you are changing.
*/
Entity accountToUpdate = new Entity("account");
accountToUpdate["accountid"] = newAccount.Id;
// Update the address 1 postal code attribute.
accountToUpdate["address1_postalcode"] = "98052";
// The address 2 postal code was set accidentally, so set it to null.
accountToUpdate["address2_postalcode"] = null;
// Shows use of Money.
accountToUpdate["revenue"] = new Money(5000000);
// Shows use of boolean.
accountToUpdate["creditonhold"] = false;
// Perform the update.
service.Update(accountToUpdate);
Console.WriteLine("Updated Entity");
//Delete the entity
service.Delete("account", accountid);
Console.WriteLine("Deleted Entity");
#endregion Demonstrate
//////////////////////////////////////////////
#endregion Sample Code
Console.WriteLine("The sample completed successfully");
return;
}
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] // 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
// Create the revenue metric, setting the Amount Data Type to 'Money'
// and the Metric Type to 'Amount'.
Metric sampleMetric = new Metric()
{
Name = "Sample Revenue Metric",
AmountDataType = new OptionSetValue(0),
IsAmount = true,
};
_metricId = service.Create(sampleMetric);
sampleMetric.Id = _metricId;
Console.Write("Created revenue metric, ");
#region Create RollupFields
// Create RollupField which targets the actual totals.
RollupField actual = new RollupField()
{
SourceEntity = SalesOrder.EntityLogicalName,
SourceAttribute = "totalamount",
GoalAttribute = "actualmoney",
SourceState = 1,
EntityForDateAttribute = SalesOrder.EntityLogicalName,
DateAttribute = "datefulfilled",
MetricId = sampleMetric.ToEntityReference()
};
_actualId = service.Create(actual);
Console.Write("created actual revenue RollupField, ");
#endregion
#region Create the goal rollup query
// The query locates sales orders in the first sales
// representative's area (zip code: 60661) and with a value
// greater than $1,000.
GoalRollupQuery goalRollupQuery = new GoalRollupQuery()
{
Name = "First Example Goal Rollup Query",
QueryEntityType = SalesOrder.EntityLogicalName,
FetchXml = @"<fetch mapping=""logical"" version=""1.0""><entity name=""salesorder""><attribute name=""customerid"" /><attribute name=""name"" /><attribute name=""salesorderid"" /><attribute name=""statuscode"" /><attribute name=""totalamount"" /><order attribute=""name"" /><filter><condition attribute=""totalamount"" operator=""gt"" value=""1000"" /><condition attribute=""billto_postalcode"" operator=""eq"" value=""60661"" /></filter></entity></fetch>"
};
_rollupQueryId = service.Create(goalRollupQuery);
goalRollupQuery.Id = _rollupQueryId;
Console.Write("created rollup query.");
Console.WriteLine();
#endregion
#region Create two goals: one parent and one child goal
// Create the parent goal.
Goal parentGoal = new Goal()
{
Title = "Parent Goal Example",
RollupOnlyFromChildGoals = true,
TargetMoney = new Money(1000.0M),
IsFiscalPeriodGoal = false,
MetricId = sampleMetric.ToEntityReference(),
GoalOwnerId = new EntityReference
{
Id = _salesManagerId,
LogicalName = SystemUser.EntityLogicalName
},
OwnerId = new EntityReference
{
Id = _salesManagerId,
LogicalName = SystemUser.EntityLogicalName
},
GoalStartDate = DateTime.Today.AddDays(-1),
GoalEndDate = DateTime.Today.AddDays(30)
};
_parentGoalId = service.Create(parentGoal);
parentGoal.Id = _parentGoalId;
Console.WriteLine("Created parent goal");
Console.WriteLine("-------------------");
Console.WriteLine("Target: {0}", parentGoal.TargetMoney.Value);
Console.WriteLine("Goal owner: {0}", parentGoal.GoalOwnerId.Id);
Console.WriteLine("Goal Start Date: {0}", parentGoal.GoalStartDate);
Console.WriteLine("Goal End Date: {0}", parentGoal.GoalEndDate);
Console.WriteLine("<End of Listing>");
Console.WriteLine();
// Create the child goal.
Goal firstChildGoal = new Goal()
{
Title = "First Child Goal Example",
ConsiderOnlyGoalOwnersRecords = true,
TargetMoney = new Money(1000.0M),
IsFiscalPeriodGoal = false,
MetricId = sampleMetric.ToEntityReference(),
ParentGoalId = parentGoal.ToEntityReference(),
GoalOwnerId = new EntityReference
{
Id = _salesRepresentativeId,
LogicalName = SystemUser.EntityLogicalName
},
OwnerId = new EntityReference
{
Id = _salesManagerId,
LogicalName = SystemUser.EntityLogicalName
},
RollUpQueryActualMoneyId = goalRollupQuery.ToEntityReference(),
GoalStartDate = DateTime.Today.AddDays(-1),
GoalEndDate = DateTime.Today.AddDays(30)
};
_firstChildGoalId = service.Create(firstChildGoal);
Console.WriteLine("First child goal");
Console.WriteLine("----------------");
Console.WriteLine("Target: {0}", firstChildGoal.TargetMoney.Value);
Console.WriteLine("Goal owner: {0}", firstChildGoal.GoalOwnerId.Id);
Console.WriteLine("Goal Start Date: {0}", firstChildGoal.GoalStartDate);
Console.WriteLine("Goal End Date: {0}", firstChildGoal.GoalEndDate);
Console.WriteLine("<End of Listing>");
Console.WriteLine();
#endregion
// Calculate roll-up of goals.
// Note: Recalculate can be run against any goal in the tree to cause
// a rollup of the whole tree.
RecalculateRequest recalculateRequest = new RecalculateRequest()
{
Target = parentGoal.ToEntityReference()
};
service.Execute(recalculateRequest);
Console.WriteLine("Calculated roll-up of goals.");
Console.WriteLine();
// Retrieve and report 3 different computed values for the goals
// - Percentage
// - ComputedTargetAsOfTodayPercentageAchieved
// - ComputedTargetAsOfTodayMoney
QueryExpression retrieveValues = new QueryExpression()
{
EntityName = Goal.EntityLogicalName,
ColumnSet = new ColumnSet(
"title",
"computedtargetasoftodaypercentageachieved",
"computedtargetasoftodaymoney")
};
EntityCollection ec = service.RetrieveMultiple(retrieveValues);
// Compute and display the results
for (int i = 0; i < ec.Entities.Count; i++)
{
Goal temp = (Goal)ec.Entities[i];
Console.WriteLine("Roll-up details for goal: {0}", temp.Title);
Console.WriteLine("---------------");
Console.WriteLine("ComputedTargetAsOfTodayPercentageAchieved: {0}",
temp.ComputedTargetAsOfTodayPercentageAchieved);
Console.WriteLine("ComputedTargetAsOfTodayMoney: {0}",
temp.ComputedTargetAsOfTodayMoney.Value);
Console.WriteLine("<End of Listing>");
}
#region Clean up
CleanUpSample(service);
#endregion Clean up
}
#endregion Demonstrate
#endregion Sample Code
else
{
const string UNABLE_TO_LOGIN_ERROR = "Unable to Login to Dynamics CRM";
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
// Create the column set object that indicates the fields to be retrieved.
var columns = new ColumnSet(
"contactid",
"firstname",
"lastname",
"jobtitle");
// Retrieve the contact using the ID of the record that was just created.
// The EntityLogicalName indicates the EntityType of the object being retrieved.
var contact = (Contact)service.Retrieve(
Contact.EntityLogicalName, _contactId, columns);
Console.WriteLine("The contact for the sample has been retrieved.");
// Serialize the contact into XML and write it to the hard drive.
var earlyBoundSerializer = new DataContractSerializer(typeof(Contact));
// Create a unique file name for the XML.
String earlyboundFile = "Contact_early_" + contact.ContactId.Value.ToString("B") + ".xml";
// Write the serialized object to a file. The using statement will
// ensure that the FileStream is disposed of correctly. The FileMode
// will ensure that the file is overwritten if it already exists.
using (var file = new FileStream(earlyboundFile, FileMode.Create))
{
// Write the XML to disk.
earlyBoundSerializer.WriteObject(file, contact);
}
Console.WriteLine(
"The early-bound contact instance has been serialized to a file, {0}.",
earlyboundFile);
// Convert the contact to a late-bound entity instance and serialize it to disk.
var lateboundContact = contact.ToEntity <Entity>();
String lateboundFile = "Contact_late_" + lateboundContact.Id.ToString("B") + ".xml";
var lateBoundSerializer = new DataContractSerializer(typeof(Entity));
// Write the serialized object to a file.
using (var file = new FileStream(lateboundFile, FileMode.Create))
{
lateBoundSerializer.WriteObject(file, lateboundContact);
}
Console.WriteLine(
"The late-bound contact instance has been serialized to a file, {0}.",
lateboundFile);
Contact deserializedContact = null;
using (var file = new FileStream(earlyboundFile, FileMode.Open))
{
deserializedContact = (Contact)earlyBoundSerializer.ReadObject(file);
Console.WriteLine("The contact has been de-serialized: {0} {1}",
deserializedContact.FirstName, deserializedContact.LastName);
}
// Update the contact to prove that the de-serialization worked.
deserializedContact.JobTitle = "Plumber";
service.Update(deserializedContact);
Console.WriteLine("The contact was updated.");
#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] // 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
// Grab all Solution Components for a solution.
QueryByAttribute componentQuery = new QueryByAttribute
{
EntityName = SolutionComponent.EntityLogicalName,
ColumnSet = new ColumnSet("componenttype", "objectid", "solutioncomponentid", "solutionid"),
Attributes = { "solutionid" },
// In your code, this value would probably come from another query.
Values = { _primarySolutionId }
};
IEnumerable <SolutionComponent> allComponents =
service.RetrieveMultiple(componentQuery).Entities.Cast <SolutionComponent>();
foreach (SolutionComponent component in allComponents)
{
// For each solution component, retrieve all dependencies for the component.
RetrieveDependentComponentsRequest dependentComponentsRequest =
new RetrieveDependentComponentsRequest
{
ComponentType = component.ComponentType.Value,
ObjectId = component.ObjectId.Value
};
RetrieveDependentComponentsResponse dependentComponentsResponse =
(RetrieveDependentComponentsResponse)service.Execute(dependentComponentsRequest);
// If there are no dependent components, we can ignore this component.
if (dependentComponentsResponse.EntityCollection.Entities.Any() == false)
{
continue;
}
// If there are dependencies upon this solution component, and the solution
// itself is managed, then you will be unable to delete the solution.
Console.WriteLine("Found {0} dependencies for Component {1} of type {2}",
dependentComponentsResponse.EntityCollection.Entities.Count,
component.ObjectId.Value,
component.ComponentType.Value
);
//A more complete report requires more code
foreach (Dependency d in dependentComponentsResponse.EntityCollection.Entities)
{
DependencyReport(service, d);
}
}
//Find out if any dependencies on a specific global option set would prevent it from being deleted
// Use the RetrieveOptionSetRequest message to retrieve
// a global option set by it's name.
RetrieveOptionSetRequest retrieveOptionSetRequest =
new RetrieveOptionSetRequest
{
Name = _globalOptionSetName
};
// Execute the request.
RetrieveOptionSetResponse retrieveOptionSetResponse =
(RetrieveOptionSetResponse)service.Execute(
retrieveOptionSetRequest);
_globalOptionSetId = retrieveOptionSetResponse.OptionSetMetadata.MetadataId;
if (_globalOptionSetId != null)
{
//Use the global OptionSet MetadataId with the appropriate componenttype
// to call RetrieveDependenciesForDeleteRequest
RetrieveDependenciesForDeleteRequest retrieveDependenciesForDeleteRequest = new RetrieveDependenciesForDeleteRequest
{
ComponentType = (int)componenttype.OptionSet,
ObjectId = (Guid)_globalOptionSetId
};
RetrieveDependenciesForDeleteResponse retrieveDependenciesForDeleteResponse =
(RetrieveDependenciesForDeleteResponse)service.Execute(retrieveDependenciesForDeleteRequest);
Console.WriteLine("");
foreach (Dependency d in retrieveDependenciesForDeleteResponse.EntityCollection.Entities)
{
if (d.DependentComponentType.Value == 2)//Just testing for Attributes
{
String attributeLabel = "";
RetrieveAttributeRequest retrieveAttributeRequest = new RetrieveAttributeRequest
{
MetadataId = (Guid)d.DependentComponentObjectId
};
RetrieveAttributeResponse retrieveAttributeResponse = (RetrieveAttributeResponse)service.Execute(retrieveAttributeRequest);
AttributeMetadata attmet = retrieveAttributeResponse.AttributeMetadata;
attributeLabel = attmet.DisplayName.UserLocalizedLabel.Label;
Console.WriteLine("An {0} named {1} will prevent deleting the {2} global option set.",
(componenttype)d.DependentComponentType.Value,
attributeLabel,
_globalOptionSetName);
}
}
}
#region Clean up
CleanUpSample(service);
#endregion Clen up
//DeleteRequiredRecords(promptForDelete);
}
#endregion Demonstrate
#endregion Sample Code
else
{
const string UNABLE_TO_LOGIN_ERROR = "Unable to Login to Dynamics CRM";
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] // 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
// The custom prefix would typically be passed in as an argument or
// determined by the publisher of the custom solution.
String prefix = "new_";
String customEntityName = prefix + "sampleentity";
// Create the custom activity entity.
CreateEntityRequest request = new CreateEntityRequest
{
HasNotes = true,
HasActivities = false,
PrimaryAttribute = new StringAttributeMetadata
{
SchemaName = "Subject",
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
MaxLength = 100,
DisplayName = new Microsoft.Xrm.Sdk.Label("Subject", 1033)
},
Entity = new EntityMetadata
{
IsActivity = true,
SchemaName = customEntityName,
DisplayName = new Microsoft.Xrm.Sdk.Label("Sample Entity", 1033),
DisplayCollectionName = new Microsoft.Xrm.Sdk.Label("Sample Entity", 1033),
OwnershipType = OwnershipTypes.UserOwned,
IsAvailableOffline = true,
}
};
service.Execute(request);
//Entity must be published
// Add few attributes to the custom activity entity.
CreateAttributeRequest fontFamilyAttributeRequest =
new CreateAttributeRequest
{
EntityName = customEntityName,
Attribute = new StringAttributeMetadata
{
SchemaName = prefix + "fontfamily",
DisplayName = new Microsoft.Xrm.Sdk.Label("Font Family", 1033),
MaxLength = 100
}
};
CreateAttributeResponse fontFamilyAttributeResponse =
(CreateAttributeResponse)service.Execute(
fontFamilyAttributeRequest);
CreateAttributeRequest fontColorAttributeRequest =
new CreateAttributeRequest
{
EntityName = customEntityName,
Attribute = new StringAttributeMetadata
{
SchemaName = prefix + "fontcolor",
DisplayName = new Microsoft.Xrm.Sdk.Label("Font Color", 1033),
MaxLength = 50
}
};
CreateAttributeResponse fontColorAttributeResponse =
(CreateAttributeResponse)service.Execute(
fontColorAttributeRequest);
CreateAttributeRequest fontSizeAttributeRequest =
new CreateAttributeRequest
{
EntityName = customEntityName,
Attribute = new IntegerAttributeMetadata
{
SchemaName = prefix + "fontSize",
DisplayName = new Microsoft.Xrm.Sdk.Label("Font Size", 1033)
}
};
CreateAttributeResponse fontSizeAttributeResponse =
(CreateAttributeResponse)service.Execute(
fontSizeAttributeRequest);
Console.WriteLine("The custom activity has been created.");
#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);
}
finally
{
if (service != null)
{
service.Dispose();
}
Console.WriteLine("Press <Enter> to exit.");
Console.ReadLine();
}
}
[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
// Create three e-mail attachments
for (int i = 0; i < 3; i++)
{
ActivityMimeAttachment _sampleAttachment = new ActivityMimeAttachment
{
ObjectId = new EntityReference(Email.EntityLogicalName, emailId),
ObjectTypeCode = Email.EntityLogicalName,
Subject = String.Format("Sample Attachment {0}", i),
Body = System.Convert.ToBase64String(
new ASCIIEncoding().GetBytes("Example Attachment")),
FileName = String.Format("ExampleAttachment{0}.txt", i)
};
emailAttachmentId[i] = service.Create(_sampleAttachment);
}
Console.WriteLine("Created three e-mail attachments for the e-mail activity.");
// Retrieve an attachment including its id, subject, filename and body.
ActivityMimeAttachment _singleAttachment =
(ActivityMimeAttachment)service.Retrieve(
ActivityMimeAttachment.EntityLogicalName,
emailAttachmentId[0],
new ColumnSet("activitymimeattachmentid",
"subject",
"filename",
"body"));
Console.WriteLine("Retrieved an email attachment, {0}.", _singleAttachment.FileName);
// Update attachment
_singleAttachment.FileName = "ExampleAttachmentUpdated.txt";
service.Update(_singleAttachment);
Console.WriteLine("Updated the retrieved e-mail attachment to {0}.", _singleAttachment.FileName);
// Retrieve all attachments associated with the email activity.
QueryExpression _attachmentQuery = new QueryExpression
{
EntityName = ActivityMimeAttachment.EntityLogicalName,
ColumnSet = new ColumnSet("activitymimeattachmentid"),
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression
{
AttributeName = "objectid",
Operator = ConditionOperator.Equal,
Values = { emailId }
},
new ConditionExpression
{
AttributeName = "objecttypecode",
Operator = ConditionOperator.Equal,
Values = { Email.EntityLogicalName }
}
}
}
};
EntityCollection results = service.RetrieveMultiple(
_attachmentQuery);
Console.WriteLine("Retrieved all the e-mail attachments.");
#region Clean up
CleanUpSample(service);
#endregion Clean up
}
#endregion Demonstrate
#endregion Sample Code
else
{
const string UNABLE_TO_LOGIN_ERROR = "Unable to Login to Dynamics CRM";
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] // Added to support UX
static void Main(string[] args)
{
CrmServiceClient service = null;
try
{
service = SampleHelpers.Connect("Connect");
// Service implements IOrganizationService interface
if (service.IsReady)
{
#region Sample Code
//////////////////////////////////////////////
#region Set up
SetUpSample(service);
#endregion Set up
#region Demonstrate
// Processes the data in newsampleproduct.xml
// to represent new products. Creates 13 records in sample_product entity.
// RecordCreated property returns true to indicate the records were created.
ProcessUpsert(service, ".\\newsampleproduct.xml");
// Processes the data in updatedsampleproduct.xml
// to represent updates to products previously created.
// Updates 6 existing records in sample_product entity.
// RecordCreated property returns false to indicate the existing records were updated.
ProcessUpsert(service, ".\\updatedsampleproduct.xml");
#region Clean up
CleanUpSample(service);
#endregion Clean up
Console.WriteLine("The sample completed successfully");
return;
}
#endregion Demonstrate
else
{
const string UNABLE_TO_LOGIN_ERROR = "Unable to Login to Dynamics CRM";
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;
}
}
}
#endregion Sample Code
catch (Exception ex)
{
SampleHelpers.HandleException(ex);
}
finally
{
if (service != null)
{
service.Dispose();
}
Console.WriteLine("Press <Enter> to exit.");
Console.ReadLine();
}
}
[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
Console.WriteLine("Enabling auditing on the organization and account entities.");
// Enable auditing on the organization.
// First, get the organization's ID from the system user record.
Guid orgId = ((WhoAmIResponse)service.Execute(new WhoAmIRequest())).OrganizationId;
// Next, retrieve the organization's record.
var org = service.Retrieve(Organization.EntityLogicalName, orgId,
new ColumnSet(new string[] { "organizationid", "isauditenabled" })) as Organization;
// Finally, enable auditing on the organization.
bool organizationAuditingFlag = org.IsAuditEnabled.Value;
org.IsAuditEnabled = true;
service.Update(org);
// Enable auditing on account entities.
bool accountAuditingFlag = EnableEntityAuditing(service, Account.EntityLogicalName, true);
#endregion Enable Auditing for an Account
#region Retrieve the Record Change History
Console.WriteLine("Retrieving the account change history.\n");
// Retrieve the audit history for the account and display it.
var changeRequest = new RetrieveRecordChangeHistoryRequest();
changeRequest.Target = new EntityReference(Account.EntityLogicalName, _newAccountId);
var changeResponse =
(RetrieveRecordChangeHistoryResponse)service.Execute(changeRequest);
AuditDetailCollection details = changeResponse.AuditDetailCollection;
foreach (AttributeAuditDetail detail in details.AuditDetails)
{
// Display some of the detail information in each audit record.
DisplayAuditDetails(service, detail);
}
#endregion Retrieve the Record Change History
#region Retrieve the Attribute Change History
// Update the Telephone1 attribute in the Account entity record.
var accountToUpdate = new Account();
accountToUpdate.AccountId = _newAccountId;
accountToUpdate.Telephone1 = "123-555-5555";
service.Update(accountToUpdate);
Console.WriteLine("Updated the Telephone1 field in the Account entity.");
// Retrieve the attribute change history.
Console.WriteLine("Retrieving the attribute change history for Telephone1.");
var attributeChangeHistoryRequest = new RetrieveAttributeChangeHistoryRequest
{
Target = new EntityReference(
Account.EntityLogicalName, _newAccountId),
AttributeLogicalName = "telephone1"
};
var attributeChangeHistoryResponse =
(RetrieveAttributeChangeHistoryResponse)service.Execute(attributeChangeHistoryRequest);
// Display the attribute change history.
details = attributeChangeHistoryResponse.AuditDetailCollection;
foreach (var detail in details.AuditDetails)
{
DisplayAuditDetails(service, detail);
}
// Save an Audit record ID for later use.
Guid auditSampleId = details.AuditDetails.First().AuditRecord.Id;
#endregion Retrieve the Attribute Change History
#region Retrieve the Audit Details
Console.WriteLine("Retrieving audit details for an audit record.");
// Retrieve the audit details and display them.
var auditDetailsRequest = new RetrieveAuditDetailsRequest
{
AuditId = auditSampleId
};
var auditDetailsResponse =
(RetrieveAuditDetailsResponse)service.Execute(auditDetailsRequest);
DisplayAuditDetails(service, auditDetailsResponse.AuditDetail);
#endregion Retrieve the Audit Details
#region Revert Auditing
// Set the organization and account auditing flags back to the old values
org.IsAuditEnabled = organizationAuditingFlag;
service.Update(org);
EnableEntityAuditing(service, Account.EntityLogicalName, accountAuditingFlag);
#endregion Revert Auditing
#region Clean up
CleanUpSample(service);
#endregion Clean up
}
#endregion Demonstrate
else
{
const string UNABLE_TO_LOGIN_ERROR = "Unable to Login to Dynamics CRM";
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();
}
}