internal void Associate_Disassociate()
{
//建立等等要關聯用的客戶資料
var account1 = new Account()
{
Name = "TestAccount"
};
var acc1Id = _orgService.Create(account1);
var account2 = new Account()
{
Name = "TestAccount2"
};
var acc2Id = _orgService.Create(account2);
//建立等等要關聯用的聯絡人資料
var contact1 = new Contact()
{
FirstName = "Lin", LastName = "Jeremy"
};
var contact1Id = _orgService.Create(contact1);
//建立客戶主要聯絡人的實體關聯物件
Relationship rel = new Relationship("account_primary_contact");
//把要被設定主要聯絡人的客戶加入到集合中
var accounts = new EntityReferenceCollection();
accounts.Add(new EntityReference(Account.EntityLogicalName, acc1Id));
accounts.Add(new EntityReference(Account.EntityLogicalName, acc2Id));
//從連絡人執行關聯到客戶
_orgService.Associate(Contact.EntityLogicalName, contact1Id, rel, accounts);
onLog(string.Format("Associate Product Success"));
//從聯絡人解除跟客戶的關聯
_orgService.Disassociate(Contact.EntityLogicalName, contact1Id, rel, accounts);
onLog(string.Format("Disassociate Product Success"));
//把要設定主要聯絡人的聯絡人加入到集合中
var contacts = new EntityReferenceCollection();
contacts.Add(new EntityReference(Contact.EntityLogicalName, contact1Id));
//從客戶執行關聯到聯絡人
_orgService.Associate(Account.EntityLogicalName, acc1Id, rel, contacts);
_orgService.Associate(Account.EntityLogicalName, acc2Id, rel, contacts);
onLog(string.Format("Other Way Associate Product Success"));
}
/// <summary>
/// Disassociate two or more entitity records.
/// </summary>
/// <param name="entityName">The name of the entity that contains the record.</param>
/// <param name="entityId">The id of the record being disassociated.</param>
/// <param name="relationship">The relatiomship being use for the current association.</param>
/// <param name="relatedEntities">The collection of entities to disassociate the record from.</param>
public void Disassociate(string entityName, Guid entityId, Relationship relationship, EntityReferenceCollection relatedEntities)
{
try
{
using (OrganizationServiceProxy organizationServiceProxy = this.OrganizationServiceProxy)
{
organizationServiceProxy.Disassociate(entityName, entityId, relationship, relatedEntities);
}
}
catch (FaultException <Microsoft.Xrm.Sdk.OrganizationServiceFault> )
{
throw;
}
}
public void Disassociate(string entityName, Guid entityId, Relationship relationship, EntityReferenceCollection relatedEntities)
{
ThrowExceptionIfDisposed();
try
{
_serviceProxy.Disassociate(entityName, entityId, relationship, relatedEntities);
}
catch (Exception ex)
{
Helpers.DTEHelper.WriteExceptionToLog(ex);
throw;
}
}
/// <summary>
/// Deletes/reverts any entity records that were created for this sample.
/// <param name="prompt">Indicates whether to prompt the user
/// to delete/revert the records created in this sample.</param>
/// </summary>
public void DeleteRequiredRecords(bool prompt)
{
bool deleteRecords = true;
if (prompt)
{
Console.Write("\nDo you want these entity records deleted/reverted? (y/n) [y]: ");
String answer = Console.ReadLine();
deleteRecords = (answer.StartsWith("y") || answer.StartsWith("Y") || answer == String.Empty);
}
if (deleteRecords)
{
_serviceProxy.Disassociate("systemuser",
_userId,
new Relationship("systemuserroles_association"),
new EntityReferenceCollection()
{
new EntityReference("role", _roleId)
});
Console.WriteLine("Entity records have been deleted/reverted.");
}
}
public void Disassociate(string entityName, Guid entityId, Relationship relationship, EntityReferenceCollection relatedEntities)
{
RunSafe(() => _serviceProxy.Disassociate(entityName, entityId, relationship, relatedEntities));
}
/// <summary>
/// This method first connects to the Organization service. Afterwards, it
/// creates/retrieves a system user, and
/// updates the system user to associate with the salesperson role.
/// Note: Creating a user is only supported
/// in an on-premises/active directory environment.
/// </summary>
/// <param name="serverConfig">Contains server connection information.</param>
/// <param name="promptforDelete">When True, the user will be prompted to delete all
/// created entities.</param>
public void Run(ServerConnection.Configuration serverConfig, bool promptforDelete)
{
try
{
// Connect to the Organization service.
// The using statement assures that the service proxy is properly disposed.
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri, serverConfig.Credentials, serverConfig.DeviceCredentials))
{
_serviceProxy.EnableProxyTypes();
CreateRequiredRecords();
// Retrieve a user.
SystemUser user = _serviceProxy.Retrieve(SystemUser.EntityLogicalName,
_userId, new ColumnSet(new String[] { "systemuserid", "firstname", "lastname" })).ToEntity <SystemUser>();
if (user != null)
{
Console.WriteLine("{1} {0} user account is retrieved.", user.FirstName, user.LastName);
// Find the role.
QueryExpression query = new QueryExpression
{
EntityName = "role",
ColumnSet = new ColumnSet("roleid"),
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression
{
AttributeName = "name",
Operator = ConditionOperator.Equal,
Values = { _givenRole }
}
}
}
};
// Get the role.
EntityCollection roles = _serviceProxy.RetrieveMultiple(query);
// Disassociate the role.
if (roles.Entities.Count > 0)
{
Role salesRole = _serviceProxy.RetrieveMultiple(query).Entities[0].ToEntity <Role>();
Console.WriteLine("Role {0} is retrieved.", _givenRole);
_serviceProxy.Disassociate(
"systemuser",
user.Id,
new Relationship("systemuserroles_association"),
new EntityReferenceCollection()
{
new EntityReference("role", salesRole.Id)
});
Console.WriteLine("Role {0} is disassociated from user {1} {2}.", _givenRole, user.FirstName, user.LastName);
}
}
}
}
// Catch any service fault exceptions that Microsoft Dynamics CRM throws.
catch (FaultException <Microsoft.Xrm.Sdk.OrganizationServiceFault> )
{
// You can handle an exception here or pass it back to the calling method.
throw;
}
}
/// <summary>
/// Create and configure the organization service proxy.
/// Verify if knowledge management is enabled for the
/// Incident entity.
/// Create sample records (account and incident).
/// Create a knowledge base record.
/// Associate the knowledge base record to entity record.
/// Dissociate the knowledge base record from entity record.
/// Optionally delete/revert any records
/// that were created/changed for this sample.
/// </summary>
/// <param name="serverConfig">Contains server connection information.</param>
/// <param name="promptForDelete">When True, the user will be prompted to delete all
/// created entities.</param>
public void Run(ServerConnection.Configuration serverConfig, bool promptForDelete)
{
try
{
// Connect to the Organization service.
// The using statement assures that the service proxy will be properly disposed.
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri, serverConfig.Credentials, serverConfig.DeviceCredentials))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
if (CheckCRMVersion() == true)
{
// Check if knowledge management is enabled
// for the Incident entity.
CheckKnowledgeManagementStatus();
// Create required records for the sample.
CreateRequiredRecords();
// Create a knowledge base record instance
KnowledgeBaseRecord kbRecord = new KnowledgeBaseRecord
{
// These are sample values. Replace them with
// appropriate values as per your integrated
// Parature instance.
PrivateUrl = "https://www.demo.parature.com/internal",
PublicUrl = "https://www.demo.parature.com",
Title = "How to track shipping?",
UniqueId = "8000/8467/Article/23782"
};
_kbRecordId = _serviceProxy.Create(kbRecord);
Console.WriteLine("Created knowledge base record with ID: '{0}'.\n", _kbRecordId.ToString());
// Associate the knowledge base record with an incident record
// Step 1: Create a collection of knowledge base record that will be
// associated to the incident. In this case, we have only a single
// knowledge base record to be associated.
EntityReferenceCollection relatedEntities = new EntityReferenceCollection();
relatedEntities.Add(new EntityReference(KnowledgeBaseRecord.EntityLogicalName, _kbRecordId));
// Step 2: Create an object that defines the relationship between knowledge base record and incident.
// Use the many-to-many relationship name (KnowledgeBaseRecord_Incident) between knowledge base
// record and incident.
Relationship relationship = new Relationship("KnowledgeBaseRecord_Incident");
// Step 3: Associate the knowledge base record with the incident record.
_serviceProxy.Associate(Incident.EntityLogicalName, _incidentId, relationship,
relatedEntities);
// Check to see if the association record is created in the
// IncidentKnowledgeBaseRecord intersect entity
QueryExpression associationQuery = new QueryExpression
{
EntityName = IncidentKnowledgeBaseRecord.EntityLogicalName,
ColumnSet = new ColumnSet("incidentid", "knowledgebaserecordid"),
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression
{
AttributeName = "incidentid",
Operator = ConditionOperator.Equal,
Values = { _incidentId }
},
new ConditionExpression
{
AttributeName = "knowledgebaserecordid",
Operator = ConditionOperator.Equal,
Values = { _kbRecordId }
}
}
},
PageInfo = new PagingInfo
{
PageNumber = 1,
Count = 1
}
};
DataCollection <Entity> entityCollection = _serviceProxy.RetrieveMultiple(associationQuery).Entities;
if (entityCollection.Count() > 0)
{
Console.WriteLine("Associated knowledge base record with the incident record.");
// Disassociate the records.
_serviceProxy.Disassociate(Incident.EntityLogicalName, _incidentId, relationship,
relatedEntities);
Console.WriteLine("Disasociated knowledge base record from the incident record.\n");
}
else
{
Console.WriteLine("Could not associate knowledge base record with the incident record.\n");
}
// Prompt the user to delete the records and attribute created by the sample.
DeleteRequiredRecords(promptForDelete);
}
else
{
Console.WriteLine("Aborting the sample.");
}
}
}
// Catch any service fault exceptions that Microsoft Dynamics CRM throws.
catch (FaultException <Microsoft.Xrm.Sdk.OrganizationServiceFault> )
{
// You can handle an exception here or pass it back to the calling method.
throw;
}
}
/// <summary>
/// This method first connects to the Organization service. Afterwards, it
/// creates/retrieves a system user, and
/// updates the system user to associate with the salesperson role.
/// Note: Creating a user is only supported
/// in an on-premises/active directory environment.
/// </summary>
/// <param name="serverConfig">Contains server connection information.</param>
/// <param name="promptforDelete">When True, the user will be prompted to delete all
/// created entities.</param>
public void Run(ServerConnection.Configuration serverConfig, bool promptforDelete)
{
try
{
//<snippetRemoveRoleFromUser1>
// Connect to the Organization service.
// The using statement assures that the service proxy is properly disposed.
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,serverConfig.Credentials, serverConfig.DeviceCredentials))
{
_serviceProxy.EnableProxyTypes();
CreateRequiredRecords();
// Retrieve a user.
SystemUser user = _serviceProxy.Retrieve(SystemUser.EntityLogicalName,
_userId, new ColumnSet(new String[] { "systemuserid", "firstname", "lastname" })).ToEntity<SystemUser>();
if (user != null)
{
Console.WriteLine("{1} {0} user account is retrieved.", user.FirstName, user.LastName);
// Find the role.
QueryExpression query = new QueryExpression
{
EntityName = "role",
ColumnSet = new ColumnSet("roleid"),
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression
{
AttributeName = "name",
Operator = ConditionOperator.Equal,
Values = {_givenRole}
}
}
}
};
// Get the role.
EntityCollection roles = _serviceProxy.RetrieveMultiple(query);
// Disassociate the role.
if (roles.Entities.Count > 0)
{
Role salesRole = _serviceProxy.RetrieveMultiple(query).Entities[0].ToEntity<Role>();
Console.WriteLine("Role {0} is retrieved.", _givenRole);
_serviceProxy.Disassociate(
"systemuser",
user.Id,
new Relationship("systemuserroles_association"),
new EntityReferenceCollection() { new EntityReference("role", salesRole.Id) });
Console.WriteLine("Role {0} is disassociated from user {1} {2}.", _givenRole, user.FirstName, user.LastName);
}
}
}
//</snippetRemoveRoleFromUser1>
}
// Catch any service fault exceptions that Microsoft Dynamics CRM throws.
catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>)
{
// You can handle an exception here or pass it back to the calling method.
throw;
}
}
