private msdyn_PostConfig CloneRelevantConfiguration(msdyn_PostConfig config)
{
return(new msdyn_PostConfig
{
msdyn_ConfigureWall = config.msdyn_ConfigureWall,
msdyn_EntityName = config.msdyn_EntityName,
msdyn_PostConfigId = config.msdyn_PostConfigId
});
}
private void RevertPostConfig(msdyn_PostConfig originalConfig,
msdyn_PostConfig newConfig)
{
if (originalConfig != null)
{
// Revert the rule configs.
foreach (var rule in _postRuleConfigs.Where(
x => x.msdyn_PostConfigId.Id == newConfig.msdyn_PostConfigId))
{
// Set the state to the original value.
_serviceProxy.Execute(new SetStateRequest
{
EntityMoniker = rule.ToEntityReference(),
State = new OptionSetValue((int)rule.statecode),
Status = rule.statuscode
});
}
// Update the config to the values from the original config.
// Make sure the context is not tracking the new config and is tracking
// the original config.
if (!_serviceContext.IsAttached(originalConfig))
{
if (_serviceContext.IsAttached(newConfig))
{
_serviceContext.Detach(newConfig);
}
_serviceContext.Attach(originalConfig);
}
_serviceContext.UpdateObject(originalConfig);
_serviceContext.SaveChanges();
Console.WriteLine(
" The {0} activity feed configuration was reverted.",
originalConfig.msdyn_EntityName);
}
else
{
_serviceProxy.Delete(newConfig.LogicalName,
newConfig.Id);
Console.WriteLine(
" The {0} activity feed configuration was deleted.",
newConfig.msdyn_EntityName);
}
}
private void ConfigureActivityFeeds()
{
Console.WriteLine("== Configuring Activity Feeds ==");
// Get the original systemuser config in order to keep a copy for reverting
// after the sample has completed.
_originalSystemUserConfig =
(from c in _serviceContext.msdyn_PostConfigSet
where c.msdyn_EntityName == SystemUser.EntityLogicalName
select new msdyn_PostConfig
{
msdyn_PostConfigId = c.msdyn_PostConfigId,
msdyn_ConfigureWall = c.msdyn_ConfigureWall,
msdyn_EntityName = c.msdyn_EntityName
}).FirstOrDefault();
// Retrieve or Create an instance of msdyn_PostConfig to enable activity
// feeds for leads (or make sure they are already enabled).
// If a new msdyn_PostConfig record gets created, activity feeds for
// systemusers will be enabled automatically.
_leadConfig =
(from c in _serviceContext.msdyn_PostConfigSet
where c.msdyn_EntityName == Lead.EntityLogicalName
select new msdyn_PostConfig
{
msdyn_PostConfigId = c.msdyn_PostConfigId,
msdyn_EntityName = c.msdyn_EntityName,
msdyn_ConfigureWall = c.msdyn_ConfigureWall
}).FirstOrDefault();
if (_leadConfig == null)
{
// Create the configuration record for leads.
_leadConfig = new msdyn_PostConfig
{
msdyn_EntityName = Lead.EntityLogicalName,
msdyn_ConfigureWall = true
};
_serviceContext.AddObject(_leadConfig);
_serviceContext.SaveChanges();
Console.WriteLine(
" The lead activity feed wall configuration was created.");
}
else
{
// Store the original Lead Config so that we can revert changes later.
_originalLeadConfig = CloneRelevantConfiguration(_leadConfig);
if (!_leadConfig.msdyn_ConfigureWall.HasValue ||
!_leadConfig.msdyn_ConfigureWall.Value)
{
_leadConfig.msdyn_ConfigureWall = true;
_serviceContext.UpdateObject(_leadConfig);
_serviceContext.SaveChanges();
Console.WriteLine(
" The lead activity feed wall was enabled.");
}
}
// Get the original systemuser config in order to keep a copy for reverting
// after the sample has completed.
_systemuserConfig =
(from c in _serviceContext.msdyn_PostConfigSet
where c.msdyn_EntityName == SystemUser.EntityLogicalName
select new msdyn_PostConfig
{
msdyn_PostConfigId = c.msdyn_PostConfigId,
msdyn_ConfigureWall = c.msdyn_ConfigureWall,
msdyn_EntityName = c.msdyn_EntityName
}).FirstOrDefault();
// Ensure that the wall for systemuser is enabled if there is already a
// systemuser configuration defined.
if (_systemuserConfig != null &&
(!_systemuserConfig.msdyn_ConfigureWall.HasValue ||
!_systemuserConfig.msdyn_ConfigureWall.Value))
{
_systemuserConfig.msdyn_ConfigureWall = true;
_serviceContext.UpdateObject(_systemuserConfig);
_serviceContext.SaveChanges();
Console.WriteLine(" The systemuser activity feed wall was enabled.");
}
// Publish the lead and systemuser entities so that they will have record
// walls on their forms.
PublishSystemUserAndLead();
// Activate the auto post rule configurations. New Lead qualified should be
// activated automatically when the rule is generated by CRM.
var leadRules =
(from r in _serviceContext.msdyn_PostRuleConfigSet
where r.msdyn_RuleId == "LeadQualify.Yes.Rule" ||
r.msdyn_RuleId == "LeadCreate.Rule"
select r).ToList();
if (leadRules.Count() != 2)
{
throw new InvalidSampleExecutionException(
" One or both of the lead config rules do not exist. This can be fixed by deleting the lead post config.");
}
foreach (var configRule in leadRules)
{
_postRuleConfigs.Add(configRule);
ActivateRuleConfig(configRule);
}
}
private void RevertPostConfig(msdyn_PostConfig originalConfig,
msdyn_PostConfig newConfig)
{
if (originalConfig != null)
{
// Revert the rule configs.
foreach (var rule in _postRuleConfigs.Where(
x => x.msdyn_PostConfigId.Id == newConfig.msdyn_PostConfigId))
{
// Set the state to the original value.
_serviceProxy.Execute(new SetStateRequest
{
EntityMoniker = rule.ToEntityReference(),
State = new OptionSetValue((int)rule.statecode),
Status = rule.statuscode
});
}
// Update the config to the values from the original config.
// Make sure the context is not tracking the new config and is tracking
// the original config.
if (!_serviceContext.IsAttached(originalConfig))
{
if (_serviceContext.IsAttached(newConfig))
{
_serviceContext.Detach(newConfig);
}
_serviceContext.Attach(originalConfig);
}
_serviceContext.UpdateObject(originalConfig);
_serviceContext.SaveChanges();
Console.WriteLine(
" The {0} activity feed configuration was reverted.",
originalConfig.msdyn_EntityName);
}
else
{
_serviceProxy.Delete(newConfig.LogicalName,
newConfig.Id);
Console.WriteLine(
" The {0} activity feed configuration was deleted.",
newConfig.msdyn_EntityName);
}
}
private msdyn_PostConfig CloneRelevantConfiguration(msdyn_PostConfig config)
{
return new msdyn_PostConfig
{
msdyn_ConfigureWall = config.msdyn_ConfigureWall,
msdyn_EntityName = config.msdyn_EntityName,
msdyn_PostConfigId = config.msdyn_PostConfigId
};
}
private void ConfigureActivityFeeds()
{
Console.WriteLine("== Configuring Activity Feeds ==");
// Get the original systemuser config in order to keep a copy for reverting
// after the sample has completed.
_originalSystemUserConfig =
(from c in _serviceContext.msdyn_PostConfigSet
where c.msdyn_EntityName == SystemUser.EntityLogicalName
select new msdyn_PostConfig
{
msdyn_PostConfigId = c.msdyn_PostConfigId,
msdyn_ConfigureWall = c.msdyn_ConfigureWall,
msdyn_EntityName = c.msdyn_EntityName
}).FirstOrDefault();
// Retrieve or Create an instance of msdyn_PostConfig to enable activity
// feeds for leads (or make sure they are already enabled).
// If a new msdyn_PostConfig record gets created, activity feeds for
// systemusers will be enabled automatically.
_leadConfig =
(from c in _serviceContext.msdyn_PostConfigSet
where c.msdyn_EntityName == Lead.EntityLogicalName
select new msdyn_PostConfig
{
msdyn_PostConfigId = c.msdyn_PostConfigId,
msdyn_EntityName = c.msdyn_EntityName,
msdyn_ConfigureWall = c.msdyn_ConfigureWall
}).FirstOrDefault();
if (_leadConfig == null)
{
// Create the configuration record for leads.
_leadConfig = new msdyn_PostConfig
{
msdyn_EntityName = Lead.EntityLogicalName,
msdyn_ConfigureWall = true
};
_serviceContext.AddObject(_leadConfig);
_serviceContext.SaveChanges();
Console.WriteLine(
" The lead activity feed wall configuration was created.");
}
else
{
// Store the original Lead Config so that we can revert changes later.
_originalLeadConfig = CloneRelevantConfiguration(_leadConfig);
if (!_leadConfig.msdyn_ConfigureWall.HasValue
|| !_leadConfig.msdyn_ConfigureWall.Value)
{
_leadConfig.msdyn_ConfigureWall = true;
_serviceContext.UpdateObject(_leadConfig);
_serviceContext.SaveChanges();
Console.WriteLine(
" The lead activity feed wall was enabled.");
}
}
// Get the original systemuser config in order to keep a copy for reverting
// after the sample has completed.
_systemuserConfig =
(from c in _serviceContext.msdyn_PostConfigSet
where c.msdyn_EntityName == SystemUser.EntityLogicalName
select new msdyn_PostConfig
{
msdyn_PostConfigId = c.msdyn_PostConfigId,
msdyn_ConfigureWall = c.msdyn_ConfigureWall,
msdyn_EntityName = c.msdyn_EntityName
}).FirstOrDefault();
// Ensure that the wall for systemuser is enabled if there is already a
// systemuser configuration defined.
if (_systemuserConfig != null &&
(!_systemuserConfig.msdyn_ConfigureWall.HasValue
|| !_systemuserConfig.msdyn_ConfigureWall.Value))
{
_systemuserConfig.msdyn_ConfigureWall = true;
_serviceContext.UpdateObject(_systemuserConfig);
_serviceContext.SaveChanges();
Console.WriteLine(" The systemuser activity feed wall was enabled.");
}
// Publish the lead and systemuser entities so that they will have record
// walls on their forms.
PublishSystemUserAndLead();
// Activate the auto post rule configurations. New Lead qualified should be
// activated automatically when the rule is generated by CRM.
var leadRules =
(from r in _serviceContext.msdyn_PostRuleConfigSet
where r.msdyn_RuleId == "LeadQualify.Yes.Rule"
|| r.msdyn_RuleId == "LeadCreate.Rule"
select r).ToList();
if (leadRules.Count() != 2)
{
throw new InvalidSampleExecutionException(
" One or both of the lead config rules do not exist. This can be fixed by deleting the lead post config.");
}
foreach (var configRule in leadRules)
{
_postRuleConfigs.Add(configRule);
ActivateRuleConfig(configRule);
}
}
