internal static void CreateCase(string complaint, string customerName, string phone, string email)
{
try
{
ServicePointManager.SecurityProtocol = SecurityProtocolType.Tls12 | SecurityProtocolType.Tls11;
CrmServiceClient crmConn = new CrmServiceClient("*****@*****.**", CrmServiceClient.MakeSecureString("Welcome@123"), "EMEA", "org61bce9a2", useUniqueInstance: false, useSsl: true, isOffice365: true);
IOrganizationService service = crmConn.OrganizationServiceProxy;
Microsoft.Xrm.Sdk.Entity Case = new Microsoft.Xrm.Sdk.Entity("incident");
Case["title"] = complaint;
Microsoft.Xrm.Sdk.Entity Account = new Microsoft.Xrm.Sdk.Entity("account");
Account["customerName"] = customerName;
Account["telephone1"] = phone;
Account["emailaddress1"] = email;
Guid AccountId = service.Create(Account);
Case["customerid"] = new EntityReference("account", AccountId);
Guid CaseId = service.Create(Case);
}
catch (Exception ex)
{
throw ex;
}
}
private void createCase(string complaint, string customerName, string phone, string email)
{
ServicePointManager.SecurityProtocol = SecurityProtocolType.Tls12 | SecurityProtocolType.Tls11;
ClientCredentials credentials = new ClientCredentials();
credentials.UserName.UserName = "******";
credentials.UserName.Password = "******";
Uri OrganizationUri = new Uri("https://crm970111.api.crm4.dynamics.com/XRMServices/2011/Organization.svc");
Uri HomeRealUir = null;
Guid CaseGuid = new Guid();
using (OrganizationServiceProxy serviceProxy = new OrganizationServiceProxy(OrganizationUri, HomeRealUir, credentials, null))
{
IOrganizationService service = (IOrganizationService)serviceProxy;
serviceProxy.EnableProxyTypes();
Entity Case = new Entity("incident");
Case["title"] = complaint;
Entity Account = new Entity("account");
Account["name"] = customerName;
Account["telephone1"] = phone;
Account["emailaddress1"] = email;
Guid AccountGuid = service.Create(Account);
Case["customerid"] = new EntityReference("account", AccountGuid);
CaseGuid = service.Create(Case);
}
}
public static AdaptiveCard ExecuteViaLocalTemplate(Microsoft.Xrm.Sdk.Entity record, string orgUrl)
{
try
{
string templateName = "Templates.default.json";
switch (record.LogicalName)
{
case ("task"):
{
templateName = "Templates.task.json";
break;
}
case ("incident"):
{
templateName = "Templates.incident.json";
break;
}
}
string resourceData = GlobalHelper.GetEmbeddedResource("SS21.Examples.TeamBot", templateName);
resourceData = MapAttributesToJsonTemplate(record, resourceData, orgUrl);
AdaptiveCard ac = ExecuteViaJSON(resourceData);
return(ac);
}
catch (Exception e)
{
throw new Exception("SS21.Examples.TeamBot.AdaptiveCardFactory.ExecuteViaLocalTemplate :: ERROR :: Unable to process JSON Template into Adaptive Card object due to the following reason/s " + Environment.NewLine + e.Message);
}
}
internal static void CreateCase(string complaint, string customerName, string phone, string email)
{
try
{
ServicePointManager.SecurityProtocol = SecurityProtocolType.Tls12 | SecurityProtocolType.Tls11;
ClientCredentials credentials = new ClientCredentials();
credentials.UserName.UserName = "******";
credentials.UserName.Password = "******";
Uri OrganizationUri = new Uri("https://scasacrm.api.crm4.dynamics.com/XRMServices/2011/Organization.svc");
Uri HomeRealUri = null;
using (OrganizationServiceProxy serviceProxy = new OrganizationServiceProxy(OrganizationUri, HomeRealUri, credentials, null))
{
IOrganizationService service = (IOrganizationService)serviceProxy;
//CrmServiceClient crmConn = new CrmServiceClient("*****@*****.**", CrmServiceClient.MakeSecureString("Welcome@123"), "EMEA", "orgdc02b016", useUniqueInstance: false, useSsl: true, isOffice365: true);
//IOrganizationService service = crmConn.OrganizationServiceProxy;
Microsoft.Xrm.Sdk.Entity Case = new Microsoft.Xrm.Sdk.Entity("incident");
Case["title"] = complaint;
Microsoft.Xrm.Sdk.Entity Account = new Microsoft.Xrm.Sdk.Entity("account");
Account["name"] = customerName;
Account["telephone1"] = phone;
Account["emailaddress1"] = email;
Guid AccountId = service.Create(Account);
Case["customerid"] = new EntityReference("account", AccountId);
Guid CaseId = service.Create(Case);
}
}
catch (Exception ex)
{
throw ex;
}
}
public static string GetAliasedValue(CRM.Entity entity, string fieldName)
{
if (entity == null || string.IsNullOrEmpty(fieldName))
{
return(string.Empty);
}
if (!entity.Contains(fieldName))
{
return(string.Empty);
}
CRM.AliasedValue alias = (CRM.AliasedValue)entity[fieldName];
if (alias.Value.GetType().ToString() == "System.Guid" || alias.Value.GetType().ToString() == "System.String" || alias.Value.GetType().ToString() == "System.Boolean" || alias.Value.GetType().ToString() == "System.Int32")
{
return(alias.Value.ToString());
}
if (alias.Value.GetType().ToString() == "System.Double")
{
return(Convert.ToDouble(alias.Value, CultureInfo.GetCultureInfo("en-us")).ToString("###0.000000", CultureInfo.GetCultureInfo("en-us")).Replace(',', '.'));
}
CRM.EntityReference referencia = (CRM.EntityReference)alias.Value;
return(referencia.Name);
}
public void CreateNoteWithAttachmentRegardingCaseNoDocumentLocationWithBaseDocumentLocation()
{
var context = new XrmFakedContext();
context.Initialize(new List <Entity>()
{
incidentEntity, sdlEntityBase
});
var target = new Microsoft.Xrm.Sdk.Entity("annotation")
{
Id = annotationId,
};
target.Attributes.Add("objectid", new EntityReference("incident", incidentId));
target.Attributes.Add("filename", "spam.txt");
var fakedPlugin = context.ExecutePluginWithTarget <Crm.Plugins.CreateSharePointDocumentLocation>(target);
var documentLocations = (from t in context.CreateQuery("sharepointdocumentlocation")
where t.Id != sdlEntityBase.Id
select t)
.ToList();
Assert.IsTrue(documentLocations.Count == 1);
Assert.IsTrue(documentLocations[0].Attributes["relativeurl"].ToString() == "TC-XX-XXXX");
Assert.IsTrue(documentLocations[0].Attributes["name"].ToString() == "TC-XX-XXXX");
Assert.IsTrue((documentLocations[0].Attributes["parentsiteorlocation"] as EntityReference)
.Id == sdlEntityBase.Id);
Assert.IsTrue((documentLocations[0].Attributes["regardingobjectid"] as EntityReference)
.Id == incidentId);
}
public static Guid GetAliasedId(CRM.Entity entity, string fieldName)
{
if (entity == null || string.IsNullOrEmpty(fieldName))
{
return(Guid.Empty);
}
if (!entity.Contains(fieldName))
{
return(Guid.Empty);
}
CRM.AliasedValue alias = (CRM.AliasedValue)entity[fieldName];
switch (alias.Value.GetType().ToString())
{
case "Microsoft.Xrm.Sdk.EntityReference":
return(((CRM.EntityReference)alias.Value).Id);
case "System.Guid":
return(new Guid(alias.Value.ToString()));
}
return(Guid.Empty);
}
private void CreateLeadinCRM()
{
Microsoft.Xrm.Sdk.Entity lead = new Microsoft.Xrm.Sdk.Entity("lead");
lead.Attributes["subject"] = "Interested in product " + interestOptions;
lead.Attributes["lastname"] = name;
lead.Attributes["description"] = description;
GetOrganizationService().Create(lead);
}
public Guid?CreateTaskToCRMIncident(string ticketnumber, TimeItem timeItem)
{
try
{
Microsoft.Xrm.Sdk.Query.QueryExpression GetCasesByTicketNumber = new Microsoft.Xrm.Sdk.Query.QueryExpression {
EntityName = "incident", ColumnSet = new Microsoft.Xrm.Sdk.Query.ColumnSet(true)
};
GetCasesByTicketNumber.Criteria.AddCondition("ticketnumber", Microsoft.Xrm.Sdk.Query.ConditionOperator.Equal, ticketnumber);
Microsoft.Xrm.Sdk.EntityCollection CaseResults = _service.RetrieveMultiple(GetCasesByTicketNumber);
if (CaseResults.Entities.Count < 1)
{
return(null);
}
Microsoft.Xrm.Sdk.Entity followup = new Microsoft.Xrm.Sdk.Entity("task");
if (timeItem.title != null)
{
followup["subject"] = timeItem.title.Replace(ticketnumber, "");
}
if (timeItem.description != null)
{
followup["description"] = timeItem.description;
}
if (timeItem.isBillable == true && timeItem.isBillable != null)
{
followup["actualdurationminutes"] = (int)TimeSpan.Parse(timeItem.time).TotalMinutes;
followup["hsal_nonbillableduration"] = 0;
}
else
{
followup["actualdurationminutes"] = 0;
followup["hsal_nonbillableduration"] = (int)TimeSpan.Parse(timeItem.time).TotalMinutes;
}
followup["actualstart"] = DateTime.UtcNow;
followup["regardingobjectid"] = CaseResults.Entities[0].ToEntityReference();
Guid taskId = _service.Create(followup);
Microsoft.Crm.Sdk.Messages.SetStateRequest req = new Microsoft.Crm.Sdk.Messages.SetStateRequest();
req.EntityMoniker = new Microsoft.Xrm.Sdk.EntityReference("task", taskId);
req.State = new Microsoft.Xrm.Sdk.OptionSetValue(1);
req.Status = new Microsoft.Xrm.Sdk.OptionSetValue((5));
_service.Execute(req);
return(taskId);
}
catch (Exception ex)
{
//log error
throw ex;
}
}
public static async Task <EntityReference> PromptInitialQuestion(Activity context, ConnectorClient connector, IOrganizationService service, Microsoft.Xrm.Sdk.Entity cxConversation, Microsoft.Xrm.Sdk.Entity cxCurrentStep)
{
Microsoft.Xrm.Sdk.Entity cxStep = cxCurrentStep;
//update conversation to reflect the current step and initiate any workflow triggers
Microsoft.Xrm.Sdk.Entity upsConversation1 = new Microsoft.Xrm.Sdk.Entity("aspect_cxconversation", "aspect_conversationid", context.Conversation.Id);
upsConversation1["aspect_currentcxstepid"] = new EntityReference(cxCurrentStep.LogicalName, cxCurrentStep.Id);
upsConversation1["aspect_nextcxstepid"] = null;
service.Execute(new UpsertRequest()
{
Target = upsConversation1
});
string responseText = ReplaceOutputText(service, new EntityReference(cxConversation.LogicalName, cxConversation.Id), (string)cxStep["aspect_message"]);
//Create a conversation message with the text sent to the user
Microsoft.Xrm.Sdk.Entity conversationClient = new Microsoft.Xrm.Sdk.Entity("aspect_cxconversationmessage");
conversationClient["aspect_cxconversationid"] = new EntityReference("aspect_cxconversation", cxConversation.Id);
conversationClient["aspect_cxstepid"] = new EntityReference(cxCurrentStep.LogicalName, cxCurrentStep.Id);
conversationClient["aspect_direction"] = true;
conversationClient["aspect_name"] = cxConversation.Id.ToString();
conversationClient["aspect_message"] = responseText;
service.Create(conversationClient);
//send reply
var responseMessage = context.CreateReply();
responseMessage.Text = responseText;
responseMessage.Speak = responseText;
responseMessage.InputHint = Dynamics.CXGetAnswers(service, cxStep);
responseMessage.Value = JsonConvert.SerializeObject(new Dynamics.CXInformation()
{
//CXBotId = ((Guid)(((AliasedValue)["aspect_cxbot.aspect_cxbotid"]).Value)).ToString(),
CXBotName = (string)(((AliasedValue)cxCurrentStep["aspect_cxbot.aspect_name"]).Value),
AudioDirectory = cxCurrentStep.Contains("aspect_cxbot.aspect_audiodirectory") ? (string)(((AliasedValue)cxCurrentStep["aspect_cxbot.aspect_audiodirectory"]).Value) : string.Empty,
RecordingDirectory = cxCurrentStep.Contains("aspect_cxbot.aspect_recordingdirectory") ? (string)(((AliasedValue)cxCurrentStep["aspect_cxbot.aspect_recordingdirectory"]).Value) : string.Empty,
CXStepId = cxStep.Id.ToString(),
CXStepAudio = cxStep.Contains("aspect_audio") ? (string)cxStep["aspect_audio"] : string.Empty,
CXText = responseText,
CXAnswers = CXGetAnswers(service, cxStep),
CXType = Dynamics.CXGetType((OptionSetValue)cxStep["aspect_type"])
});
ResourceResponse msgResponse = connector.Conversations.ReplyToActivity(responseMessage);
//update conversation to reflect the current step and initiate any workflow triggers
Microsoft.Xrm.Sdk.Entity upsConversation2 = new Microsoft.Xrm.Sdk.Entity("aspect_cxconversation", "aspect_conversationid", context.Conversation.Id);
upsConversation2["aspect_currentcxstepid"] = new EntityReference(cxCurrentStep.LogicalName, cxCurrentStep.Id);
upsConversation2["aspect_nextcxstepid"] = cxStep.Contains("aspect_nextcxstepid") ? (EntityReference)cxStep["aspect_nextcxstepid"] : null;
service.Execute(new UpsertRequest()
{
Target = upsConversation2
});
return(cxStep.Contains("aspect_nextcxstepid") ? (EntityReference)cxStep["aspect_nextcxstepid"] : null);
}
public void RetrieveAccountsByNameTest()
{
//
// Arrange
//
var entity1 = new Microsoft.Xrm.Sdk.Entity("account");
entity1.Id = Guid.NewGuid();
entity1["name"] = "abcabcabc";
var entity2 = new Microsoft.Xrm.Sdk.Entity("account");
entity2.Id = Guid.NewGuid();
entity2["name"] = "123123123";
var entity3 = new Microsoft.Xrm.Sdk.Entity("account");
entity3.Id = Guid.NewGuid();
entity3["name"] = "a1b2c3a1b2c3";
var service = new Microsoft.Xrm.Sdk.Fakes.StubIOrganizationService();
service.ExecuteOrganizationRequest = r =>
{
List <Entity> entities = new List <Entity>
{
entity1, entity2
};
var response = new RetrieveMultipleResponse
{
Results = new ParameterCollection
{
{ "EntityCollection", new EntityCollection(entities) }
}
};
return(response);
};
string accountName = "abcabcabc";
IEnumerable <Microsoft.Xrm.Sdk.Entity> actual;
LINQToCRM2 target = new LINQToCRM2(service);
//
// Act
//
actual = target.RetrieveAccountsByName(accountName);
//
// Assert
//
Assert.AreEqual(2, actual.Count());
Assert.AreEqual(entity1, actual.ElementAt(0));
Assert.AreEqual(entity2, actual.ElementAt(1));
}
public static async Task <Microsoft.Xrm.Sdk.Entity> PromptNextQuestion(IDialogContext context, IOrganizationService service, Microsoft.Xrm.Sdk.Entity cxCurrentStep, Microsoft.Xrm.Sdk.Entity cxNextStep, IMessageActivity message)
{
Microsoft.Xrm.Sdk.Entity cxStep = service.Retrieve(cxNextStep.LogicalName, cxNextStep.Id, new ColumnSet(true));
//update conversation to initiate any workflow triggers
Microsoft.Xrm.Sdk.Entity upsConversation = new Microsoft.Xrm.Sdk.Entity("aspect_cxconversation", "aspect_conversationid", message.Conversation.Id);
upsConversation["aspect_nextcxstepid"] = new EntityReference(cxNextStep.LogicalName, cxNextStep.Id);
UpsertResponse upsResponse = (UpsertResponse)service.Execute(new UpsertRequest()
{
Target = upsConversation
});
string responseText = ReplaceOutputText(service, (EntityReference)upsResponse["Target"], (string)cxStep["aspect_message"]);
//Create a conversation message with outbound message
Microsoft.Xrm.Sdk.Entity conversationMessageOutbound = new Microsoft.Xrm.Sdk.Entity("aspect_cxconversationmessage");
conversationMessageOutbound["aspect_cxconversationid"] = new EntityReference("aspect_cxconversation", "aspect_conversationid", message.Conversation.Id);
conversationMessageOutbound["aspect_cxstepid"] = new EntityReference(cxNextStep.LogicalName, cxNextStep.Id);
conversationMessageOutbound["aspect_direction"] = true;
conversationMessageOutbound["aspect_name"] = message.Id;
conversationMessageOutbound["aspect_message"] = responseText;
service.Create(conversationMessageOutbound);
//Update conversation to reflect the current step
Microsoft.Xrm.Sdk.Entity upsConversation2 = new Microsoft.Xrm.Sdk.Entity("aspect_cxconversation", "aspect_conversationid", message.Conversation.Id);
upsConversation2["aspect_currentcxstepid"] = new EntityReference(cxNextStep.LogicalName, cxNextStep.Id);
upsConversation2["aspect_lastanswer"] = message.Text;
upsConversation2["aspect_nextcxstepid"] = null;
service.Execute(new UpsertRequest()
{
Target = upsConversation2
});
//send outbound message
IMessageActivity responseMessage = context.MakeMessage();
responseMessage.Text = responseText;
responseMessage.Speak = responseText;
responseMessage.InputHint = Dynamics.CXGetAnswers(service, cxStep);
responseMessage.Value = JsonConvert.SerializeObject(new Dynamics.CXInformation()
{
//CXBotId = ((Guid)(((AliasedValue)["aspect_cxbot.aspect_cxbotid"]).Value)).ToString(),
CXBotName = (string)(((AliasedValue)cxCurrentStep["aspect_cxbot.aspect_name"]).Value),
AudioDirectory = cxCurrentStep.Contains("aspect_cxbot.aspect_audiodirectory") ? (string)(((AliasedValue)cxCurrentStep["aspect_cxbot.aspect_audiodirectory"]).Value) : string.Empty,
RecordingDirectory = cxCurrentStep.Contains("aspect_cxbot.aspect_recordingdirectory") ? (string)(((AliasedValue)cxCurrentStep["aspect_cxbot.aspect_recordingdirectory"]).Value) : string.Empty,
CXStepId = cxStep.Id.ToString(),
CXStepAudio = cxStep.Contains("aspect_audio") ? (string)cxStep["aspect_audio"] : string.Empty,
CXText = responseText,
CXAnswers = CXGetAnswers(service, cxStep),
CXType = Dynamics.CXGetType((OptionSetValue)cxStep["aspect_type"])
});
await context.PostAsync(responseMessage);
return(cxNextStep);
}
private void RemoveNullValues(Microsoft.Xrm.Sdk.Entity entity)
{
foreach (var k in entity.Attributes.Keys.ToArray())
{
var v = entity[k];
if (v == null)
{
entity.Attributes.Remove(k);
}
}
}
public void QueryandAdd(ServerConnection.Configuration serverConfig, string wechatname, string CustomerOpenId, string PaOpenID)
{
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))
{
_service = (IOrganizationService)_serviceProxy;
//<snippetCRUDOperationsDE1>
// Instaniate an account object.
Microsoft.Xrm.Sdk.Entity account = new Microsoft.Xrm.Sdk.Entity("contact");
account["Nickname"] = wechatname;
// Create an account record named wechat name.
_accountId = _service.Create(account);
Debug.WriteLine("{0} {1} created, ", account.LogicalName, account.Attributes["Nickname"]);
// Create a column set to define which attributes should be retrieved.
ColumnSet attributes = new ColumnSet(new string[] { "name", "PC微信OpenId" });
// Retrieve the account and its name and ownerid attributes.
account = _service.Retrieve(account.LogicalName, _accountId, attributes);
Debug.WriteLine("retrieved, ");
// Update the postal code attribute.
account["PC微信OpenId"] = CustomerOpenId;
// Update the account.
_service.Update(account);
Debug.WriteLine("and updated.");
// Delete the account.
bool deleteRecords = false;
if (deleteRecords)
{
_service.Delete("account", _accountId);
Debug.WriteLine("Entity record(s) have been deleted.");
}
}
}
// 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;
}
}
private void GetInterestedUsers(Entity post, Entity comment, Entity entity, IOrganizationService org, HashSet <EntityReference> userIds, Dictionary <Guid, Link> entityRelationships)
{
var processedEntities = new HashSet <Guid>();
// Get any users mentioned in the post
var userRegex = new Regex(@"@\[(?<etc>[0-9]+),(?<id>[a-z0-9-]+),", RegexOptions.IgnoreCase);
foreach (Match user in userRegex.Matches(comment.GetAttributeValue <string>("text")))
{
FollowMention(Int32.Parse(user.Groups["etc"].Value), new Guid(user.Groups["id"].Value), org, processedEntities, new Link {
From = comment.ToEntityReference(), Description = "Mentions"
}, userIds, entityRelationships);
}
// Get the user who posted the comment
var createdBy = comment.GetAttributeValue <EntityReference>("createdby");
if (userIds.Add(createdBy))
{
entityRelationships.Add(createdBy.Id, new Link {
From = comment.ToEntityReference(), Description = "Posted By"
});
}
// Get the user who posted the original post
createdBy = post.GetAttributeValue <EntityReference>("createdby");
if (userIds.Add(createdBy))
{
entityRelationships.Add(createdBy.Id, new Link {
From = post.ToEntityReference(), Description = "Posted By"
});
}
// Add any user who has also replied to this same post
var replyQry = new QueryByAttribute("postcomment");
replyQry.AddAttributeValue("postid", post.Id);
replyQry.ColumnSet = new ColumnSet("createdby");
foreach (var reply in org.RetrieveMultiple(replyQry).Entities)
{
createdBy = reply.GetAttributeValue <EntityReference>("createdby");
if (userIds.Add(createdBy))
{
entityRelationships.Add(createdBy.Id, new Link {
From = entity.ToEntityReference(), Description = "Also Commented On By"
});
}
}
// Get anyone otherwise interested in the record being posted on
GetInterestedUsers(entity, org, processedEntities, userIds, entityRelationships);
}
public void CreateNoteNoAttachment()
{
var context = new XrmFakedContext();
var target = new Microsoft.Xrm.Sdk.Entity("annotation")
{
Id = annotationId
};
var fakedPlugin = context.ExecutePluginWithTarget <Crm.Plugins.CreateSharePointDocumentLocation>(target);
var documentLocations = (from t in context.CreateQuery("sharepointdocumentlocation")
select t).ToList();
Assert.IsTrue(documentLocations.Count == 0);
}
public static string GetStringValue(CRM.Entity entity, string fieldName)
{
if (entity == null || string.IsNullOrEmpty(fieldName))
{
return(string.Empty);
}
if (!entity.Contains(fieldName))
{
return(string.Empty);
}
return(entity[fieldName].ToString());
}
public static Guid GetReferenceId(CRM.Entity entity, string fieldName)
{
if (entity == null || string.IsNullOrEmpty(fieldName))
{
return(Guid.Empty);
}
if (!entity.Contains(fieldName))
{
return(Guid.Empty);
}
return(((CRM.EntityReference)entity[fieldName]).Id);
}
public static string GetReferenceValue(CRM.Entity entity, string fieldName)
{
if (entity == null || string.IsNullOrEmpty(fieldName))
{
return(string.Empty);
}
if (!entity.Contains(fieldName))
{
return(string.Empty);
}
return(((CRM.EntityReference)entity[fieldName]).Name);
}
public bool?UpdateTaskInCRM(string ticketnumber, TimeItem timeItem)
{
try
{
Microsoft.Xrm.Sdk.Entity followup = _service.Retrieve("task", (Guid)timeItem.crmTaskId, new Microsoft.Xrm.Sdk.Query.ColumnSet(true));
Microsoft.Crm.Sdk.Messages.SetStateRequest req = new Microsoft.Crm.Sdk.Messages.SetStateRequest();
req.EntityMoniker = new Microsoft.Xrm.Sdk.EntityReference("task", followup.Id);
req.State = new Microsoft.Xrm.Sdk.OptionSetValue(0);
req.Status = new Microsoft.Xrm.Sdk.OptionSetValue((-1));
_service.Execute(req);
if (timeItem.title != null)
{
followup["subject"] = timeItem.title.Replace(ticketnumber, "");
}
if (timeItem.description != null)
{
followup["description"] = timeItem.description;
}
if (timeItem.isBillable == true && timeItem.isBillable != null)
{
followup["actualdurationminutes"] = (int)TimeSpan.Parse(timeItem.time).TotalMinutes;
followup["hsal_nonbillableduration"] = 0;
}
else
{
followup["actualdurationminutes"] = 0;
followup["hsal_nonbillableduration"] = (int)TimeSpan.Parse(timeItem.time).TotalMinutes;
}
_service.Update(followup);
req.EntityMoniker = new Microsoft.Xrm.Sdk.EntityReference("task", followup.Id);
req.State = new Microsoft.Xrm.Sdk.OptionSetValue(1);
req.Status = new Microsoft.Xrm.Sdk.OptionSetValue((5));
_service.Execute(req);
return(true);
}
catch (Exception ex)
{
//log error
throw ex;
}
}
public void CreateNoteWithAttachmentRegardingNull()
{
var context = new XrmFakedContext();
var target = new Microsoft.Xrm.Sdk.Entity("annotation")
{
Id = annotationId,
};
target.Attributes.Add("filename", "spam.txt");
var fakedPlugin = context.ExecutePluginWithTarget <Crm.Plugins.CreateSharePointDocumentLocation>(target);
var documentLocations = (from t in context.CreateQuery("sharepointdocumentlocation")
select t).ToList();
Assert.IsTrue(documentLocations.Count == 0);
}
public void EmailWithNoGuid()
{
var context = new XrmFakedContext();
var target = new Microsoft.Xrm.Sdk.Entity("email")
{
Id = Guid.Empty
};
var pluginContext = new XrmFakedPluginExecutionContext();
pluginContext.Stage = 20;
pluginContext.MessageName = "create";
pluginContext.InputParameters = new ParameterCollection();
pluginContext.InputParameters.Add("Target", target);
Assert.ThrowsException <InvalidPluginExecutionException>(() => context.ExecutePluginWith <Crm.Plugins.Email.PreoperationUpdateEmailBody>(pluginContext));
}
public static decimal GetMoneyValue(CRM.Entity entity, string fieldName)
{
if (entity == null || string.IsNullOrEmpty(fieldName))
{
return(0);
}
if (!entity.Contains(fieldName))
{
return(0);
}
CRM.Money data = (CRM.Money)entity[fieldName];
return(Convert.ToDecimal(data.Value));
}
public static void UpdateIfCRMValueIsDifferent_EntityReference(Microsoft.Xrm.Sdk.Entity oSourceCIFEntity,
Microsoft.Xrm.Sdk.Entity oTargetCIFEntity,
string attributeName, object objSourceVal,
string logicalName, bool allowNull = true) {
bool isEmpty = (objSourceVal == null) || (objSourceVal == DBNull.Value);
bool isDifferent = true;
// get the CRM current value - if one is available to compare - if none assume different
if (oSourceCIFEntity != null) {
EntityReference existingValue = null;
// get the existing value
if (oSourceCIFEntity.Attributes.Contains(attributeName))
existingValue = (EntityReference)oSourceCIFEntity[attributeName];
// check if the values are different
if (((existingValue == null) && !isEmpty) || ((existingValue != null) && isEmpty)) {
isDifferent = true;
} else {
if ((existingValue == null) && isEmpty)
isDifferent = false;
else
if (!existingValue.Id.Equals((Guid)objSourceVal))
isDifferent = true;
else
isDifferent = false;
}
}
// get the new string value if the objects are different
if (isDifferent) {
if (isEmpty) {
if (allowNull) {
if (oTargetCIFEntity.Contains(attributeName)) {
oTargetCIFEntity[attributeName] = null;
} else {
oTargetCIFEntity.Attributes.Add(attributeName, null);
}
}
} else {
if (oTargetCIFEntity.Contains(attributeName)) {
oTargetCIFEntity[attributeName] = new EntityReference(logicalName, (Guid)objSourceVal);
} else {
oTargetCIFEntity.Attributes.Add(attributeName, new EntityReference(logicalName, (Guid)objSourceVal));
}
}
}
}
public static void CreateTestDrive(TestDriveDetail testDrive, IOrganizationService crmService)
{
var lead = new Microsoft.Xrm.Sdk.Entity(EntityName);
//lead.Attributes
lead.Attributes.Add(Field_Subject, $"Test Drive Request by {testDrive.CustomerName}");
lead.Attributes.Add(Field_FirstName, testDrive.CustomerName);
lead.Attributes.Add(Field_Description, $@"Test drive request summary:
{Environment.NewLine}Car Make: {testDrive.CarMake},
{Environment.NewLine}Car Model: {testDrive.CarModel},
{Environment.NewLine}Requested Time: {testDrive.RequestedTime},
{Environment.NewLine}Customer Name: {testDrive.CustomerName},
{Environment.NewLine}Phone Number: {testDrive.PhoneNumber}");
crmService.Create(lead);
}
public static string GetOptionValue(CRM.Entity entity, string fieldName)
{
if (entity == null || string.IsNullOrEmpty(fieldName))
{
return(string.Empty);
}
if (!entity.Contains(fieldName))
{
return(string.Empty);
}
CRM.OptionSetValue option = (CRM.OptionSetValue)entity[fieldName];
return(option.Value.ToString(CultureInfo.InvariantCulture));
}
public Guid?CreateExternalComment(string ticketnumber, TimeItem timeItem)
{
try
{
Microsoft.Xrm.Sdk.Query.QueryExpression GetCasesByTicketNumber = new Microsoft.Xrm.Sdk.Query.QueryExpression {
EntityName = "incident", ColumnSet = new Microsoft.Xrm.Sdk.Query.ColumnSet(true)
};
GetCasesByTicketNumber.Criteria.AddCondition("ticketnumber", Microsoft.Xrm.Sdk.Query.ConditionOperator.Equal, ticketnumber);
Microsoft.Xrm.Sdk.EntityCollection CaseResults = _service.RetrieveMultiple(GetCasesByTicketNumber);
if (CaseResults.Entities.Count < 1)
{
return(null);
}
Microsoft.Xrm.Sdk.Entity comment = new Microsoft.Xrm.Sdk.Entity("hsal_externalcomments");
if (timeItem.title != null)
{
comment["subject"] = timeItem.title.Replace(ticketnumber, "");
}
if (timeItem.description != null)
{
comment["description"] = timeItem.description;
}
comment["regardingobjectid"] = CaseResults.Entities[0].ToEntityReference();
Guid externalCommentId = _service.Create(comment);
Microsoft.Crm.Sdk.Messages.SetStateRequest req = new Microsoft.Crm.Sdk.Messages.SetStateRequest();
req.EntityMoniker = new Microsoft.Xrm.Sdk.EntityReference("hsal_externalcomments", externalCommentId);
req.State = new Microsoft.Xrm.Sdk.OptionSetValue(1);
req.Status = new Microsoft.Xrm.Sdk.OptionSetValue((2));
_service.Execute(req);
return(externalCommentId);
}
catch (Exception ex)
{
//log error
throw ex;
}
}
public Entity Retrieve(string entityName, Guid id, ColumnSet columnSet)
{
var result = this.shadow.Get(entityName, id);
if (columnSet.AllColumns)
{
return(result);
}
var nextResult = new Microsoft.Xrm.Sdk.Entity {
LogicalName = entityName, Id = id
};
foreach (var col in columnSet.Columns)
{
nextResult[col] = result[col];
}
return(this.ToEarlyBoundEntity(nextResult));
}
public void EmailWithDescription()
{
var context = new XrmFakedContext();
var target = new Microsoft.Xrm.Sdk.Entity("email")
{
Id = Guid.NewGuid()
};
var pluginContext = new XrmFakedPluginExecutionContext();
pluginContext.Stage = 20;
pluginContext.MessageName = "create";
pluginContext.InputParameters = new ParameterCollection();
pluginContext.InputParameters.Add("Target", target);
target["description"] = "{!EmailHeaderFooter:Test Footer1}";
target["directioncode"] = true;
var emailDescription = string.Empty;
var fakedPlugin = context.ExecutePluginWith <Crm.Plugins.Email.PreoperationUpdateEmailBody>(pluginContext);
}
public void RetrieveAccountsByIdTest()
{
//
// Arrange
//
Guid id = Guid.NewGuid();
Microsoft.Xrm.Sdk.Entity expected = new Microsoft.Xrm.Sdk.Entity {
Id = id
};
var service = new Microsoft.Xrm.Sdk.Fakes.StubIOrganizationService();
service.ExecuteOrganizationRequest = r =>
{
List <Entity> entities = new List <Entity>
{
expected
};
var response = new RetrieveMultipleResponse
{
Results = new ParameterCollection
{
{ "EntityCollection", new EntityCollection(entities) }
}
};
return(response);
};
Microsoft.Xrm.Sdk.Entity actual;
LINQToCRM2 target = new LINQToCRM2(service);
//
// Act
//
actual = target.RetrieveAccountsById(id);
//
// Assert
//
Assert.AreEqual(expected, actual);
}
public IList<Entity> GenerateFakeEntities(string entityName, int howMany)
{
var metadataProvider = _MetadataProvider;
var metadata = metadataProvider.GetEntityMetadata(entityName);
Random rand = new Random();
List<Entity> results = new List<Entity>();
// Used for generating random dates.
DateTime minCrmDate = new DateTime(1900, 1, 1);
int crmDayRange = (DateTime.Today - minCrmDate).Days;
for (int i = 0; i < howMany; i++)
{
var ent = new Microsoft.Xrm.Sdk.Entity(entityName);
ent.Id = Guid.NewGuid();
int stateCode = rand.Next(0, 1);
int statusCode = stateCode + 1;
foreach (var a in metadata.Attributes)
{
switch (a.AttributeType.Value)
{
case AttributeTypeCode.BigInt:
var randomBigInt = (long)rand.NextLong(0, Int64.MaxValue);
ent[a.LogicalName] = randomBigInt;
break;
case AttributeTypeCode.Boolean:
int randomBoolInt = rand.Next(0, 1);
ent[a.LogicalName] = randomBoolInt == 1;
break;
case AttributeTypeCode.CalendarRules:
break;
case AttributeTypeCode.Customer:
int randomCustomerInt = rand.Next(0, 1);
string customerentity = "contact";
Guid customerId = Guid.NewGuid();
if (randomCustomerInt == 1)
{
customerentity = "account";
}
EntityReference customerRef = new EntityReference(customerentity, customerId);
ent[a.LogicalName] = customerRef;
break;
case AttributeTypeCode.DateTime:
DateTime randomDate = rand.NextCrmDate(minCrmDate, crmDayRange);
ent[a.LogicalName] = randomDate;
break;
case AttributeTypeCode.Decimal:
var decAtt = (DecimalAttributeInfo)a;
var scale = decAtt.NumericScale;
byte byteScale = (byte)scale;
var randomDecimal = rand.NextDecimal(byteScale);
ent[a.LogicalName] = randomDecimal;
break;
case AttributeTypeCode.Double:
var doubleAtt = (DoubleAttributeInfo)a;
var doubleScale = doubleAtt.NumericScale;
byte byteDoubleScale = (byte)doubleScale;
// todo apply precision / scale
var randomDouble = rand.NextDouble();
ent[a.LogicalName] = randomDouble;
break;
case AttributeTypeCode.EntityName:
break;
case AttributeTypeCode.Integer:
ent[a.LogicalName] = rand.Next();
break;
case AttributeTypeCode.Lookup:
break;
case AttributeTypeCode.ManagedProperty:
break;
case AttributeTypeCode.Memo:
var randomMemoString = string.Format("Test Memo String {0}", DateTime.UtcNow.Ticks.ToString());
ent[a.LogicalName] = randomMemoString;
break;
case AttributeTypeCode.Money:
var moneyAtt = (MoneyAttributeInfo)a;
var mscale = moneyAtt.NumericScale;
byte bytemScale = (byte)mscale;
var randomMoneyDecimal = rand.NextDecimal(bytemScale);
var randMoney = new Money(randomMoneyDecimal);
ent[a.LogicalName] = randMoney;
break;
case AttributeTypeCode.Owner:
EntityReference ownerRef = new EntityReference("systemuser", Guid.NewGuid());
ent[a.LogicalName] = ownerRef;
break;
case AttributeTypeCode.PartyList:
break;
case AttributeTypeCode.Picklist:
OptionSetValue optValue = new OptionSetValue(rand.Next());
ent[a.LogicalName] = optValue;
break;
case AttributeTypeCode.State:
// todo randomise active and inactive.
var stateCodeOpt = new OptionSetValue(stateCode);
ent[a.LogicalName] = stateCodeOpt;
break;
case AttributeTypeCode.Status:
var statusCodeOpt = new OptionSetValue(statusCode);
// todo randomise active and inactive.
ent[a.LogicalName] = statusCodeOpt;
break;
case AttributeTypeCode.String:
var randomString = string.Format("TestString{0}", DateTime.UtcNow.Ticks.ToString());
ent[a.LogicalName] = randomString;
break;
case AttributeTypeCode.Uniqueidentifier:
ent[a.LogicalName] = Guid.NewGuid();
break;
case AttributeTypeCode.Virtual:
break;
default:
break;
}
}
results.Add(ent);
}
return results;
}