public void BusinessUnitChange()
{
using (var context = new Xrm(orgAdminUIService))
{
var rootBu = context.BusinessUnitSet.FirstOrDefault();
var anotherBusinessUnit = new BusinessUnit();
anotherBusinessUnit["name"] = "Business unit name";
anotherBusinessUnit.Id = orgAdminUIService.Create(anotherBusinessUnit);
var user = crm.CreateUser(orgAdminUIService, anotherBusinessUnit.ToEntityReference(), SecurityRoles.SystemAdministrator) as SystemUser;
// Create and check account user/bu
var acc = new Account();
acc.Id = orgAdminUIService.Create(acc);
acc = orgAdminUIService.Retrieve <Account>(acc.Id);
Assert.Equal(acc.OwnerId.Id, crm.AdminUser.Id);
// Update and check new account user/bu
var upd = new Account(acc.Id)
{
OwnerId = user.ToEntityReference()
};
orgAdminUIService.Update(upd);
acc = orgAdminUIService.Retrieve <Account>(acc.Id);
Assert.Equal(acc.OwnerId.Id, user.Id);
Assert.Equal(acc.OwningBusinessUnit.Id, user.BusinessUnitId.Id);
}
}
public void TestRelatedNullWorkflow()
{
using (var context = new Xrm(orgAdminUIService))
{
crm.AddWorkflow(Path.Combine("../../..", "Metadata", "Workflows", "RelatedWorkflow.xml"));
var businessunit = new BusinessUnit();
businessunit["name"] = "business unit name 1";
businessunit.Id = orgAdminUIService.Create(businessunit);
var user = crm.CreateUser(orgAdminUIService,
new SystemUser()
{
LastName = null, BusinessUnitId = businessunit.ToEntityReference()
}, SecurityRoles.SystemAdministrator) as SystemUser;
var service = crm.CreateOrganizationService(user.Id);
var con = new Contact()
{
LastName = "SomeLastname"
};
con.Id = service.Create(con);
var acc = new Account
{
Name = "Related",
PrimaryContactId = con.ToEntityReference()
};
acc.Id = service.Create(acc);
var retrieved = orgAdminUIService.Retrieve(Account.EntityLogicalName, acc.Id, new ColumnSet(true)) as Account;
Assert.Equal(user.LastName + " - " + con.LastName + " ", retrieved.Name);
}
}
public void TestCreateSecurity()
{
using (var context = new Xrm(orgAdminUIService)) {
var orgUser = new SystemUser();
orgUser.Id = orgAdminUIService.Create(orgUser);
var businessunit = new BusinessUnit();
businessunit.Id = orgAdminUIService.Create(businessunit);
var user = crm.CreateUser(orgAdminUIService, businessunit.ToEntityReference(), SecurityRoles.Scheduler);
var service = crm.CreateOrganizationService(user.Id);
try {
service.Create(new Lead());
Assert.Fail();
} catch (Exception e) {
Assert.IsInstanceOfType(e, typeof(FaultException));
}
service.Create(new Contact());
try {
var otherAccount = new Contact();
otherAccount.OwnerId = orgUser.ToEntityReference();
service.Create(otherAccount);
Assert.Fail();
}
catch (Exception e) {
Assert.IsInstanceOfType(e, typeof(FaultException));
}
}
}
public void TestParentChangeCascading()
{
using (var context = new Xrm(orgAdminUIService)) {
var businessunit = new BusinessUnit();
businessunit.Id = orgAdminUIService.Create(businessunit);
var parentUser = crm.CreateUser(orgAdminUIService, businessunit.ToEntityReference(), SecurityRoles.Scheduler);
var service = crm.CreateOrganizationService(parentUser.Id);
var bus = new dg_bus();
bus.Id = service.Create(bus);
var parentChild = new dg_child();
parentChild.dg_parentBusId = bus.ToEntityReference();
parentChild.Id = service.Create(parentChild);
var otherChild = new dg_child();
otherChild.Id = orgAdminUIService.Create(otherChild);
FaultException faultException = null;
try {
service.Retrieve(otherChild.LogicalName, otherChild.Id, new ColumnSet(true));
Assert.Fail();
} catch (FaultException e) {
faultException = e;
}
otherChild.dg_parentBusId = bus.ToEntityReference();
orgAdminUIService.Update(otherChild);
service.Retrieve(otherChild.LogicalName, otherChild.Id, new ColumnSet(true));
}
}
public void TestAddMembers()
{
var bu1 = new BusinessUnit()
{
Name = "bu1", ParentBusinessUnitId = crm.RootBusinessUnit
};
bu1.Id = orgAdminService.Create(bu1);
var bu2 = new BusinessUnit()
{
Name = "bu2", ParentBusinessUnitId = crm.RootBusinessUnit
};
bu2.Id = orgAdminService.Create(bu2);
var user1 = crm.CreateUser(orgAdminService, bu1.ToEntityReference(), SecurityRoles.SystemCustomizer);
var user2 = crm.CreateUser(orgAdminService, bu2.ToEntityReference(), SecurityRoles.SystemCustomizer);
var team = crm.CreateTeam(orgAdminService, crm.RootBusinessUnit, SecurityRoles.SystemCustomizer);
crm.AddUsersToTeam(team.ToEntityReference(), user1.ToEntityReference(), user2.ToEntityReference());
using (var context = new Xrm(orgAdminUIService))
{
var fetchedTeam = context.TeamMembershipSet.Where(x => x.TeamId == team.Id).ToList();
Assert.AreEqual(2, fetchedTeam.Count);
var user1Member = fetchedTeam.FirstOrDefault(x => x.SystemUserId == user1.Id);
Assert.IsNotNull(user1Member);
var user2Member = fetchedTeam.FirstOrDefault(x => x.SystemUserId == user2.Id);
Assert.IsNotNull(user2Member);
}
}
public void When_querying_the_same_entity_records_with_joins_no_collection_modified_exception_is_thrown()
{
var fakedContext = new XrmFakedContext {
};
var service = fakedContext.GetFakedOrganizationService();
var entityAccount = new Account {
Id = Guid.NewGuid(), Name = "My First Faked Account yeah!", LogicalName = "account"
};
var entityContact = new Contact {
Id = Guid.NewGuid(), ParentCustomerId = entityAccount.ToEntityReference()
};
var entityBusinessUnit = new BusinessUnit {
Name = "TestBU", BusinessUnitId = Guid.NewGuid()
};
var initiatingUser = new SystemUser
{
Id = Guid.NewGuid(),
FirstName = "TestUser",
DomainName = "TestDomain",
BusinessUnitId = entityBusinessUnit.ToEntityReference()
};
fakedContext.Initialize(new List <Entity>()
{
entityBusinessUnit, entityAccount, entityContact, initiatingUser
});
var fetchXml = @"
<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>
<entity name='systemuser'>
<attribute name='fullname' />
<attribute name='systemuserid' />
<attribute name='businessunitid' />
<filter type='and'>
<condition attribute='systemuserid' operator='eq' uitype='systemuser' value='#userId#' />
</filter>
<link-entity name='businessunit' from='businessunitid' to='businessunitid' alias='bu' intersect='true' >
<attribute name='name' />
</link-entity>
</entity>
</fetch>
";
var UserRequest = new RetrieveMultipleRequest {
Query = new FetchExpression(fetchXml.Replace("#userId#", initiatingUser.Id.ToString()))
};
var response = ((RetrieveMultipleResponse)service.Execute(UserRequest));
var entities = response.EntityCollection.Entities;
Assert.True(entities.Count == 1);
Assert.True(entities[0].Attributes.ContainsKey("bu.name"));
Assert.IsType <AliasedValue>(entities[0]["bu.name"]);
Assert.Equal("TestBU", (entities[0]["bu.name"] as AliasedValue).Value.ToString());
}
public void When_There_Are_Multiple_LinkedEntities_The_Output_EntityAlias_Should_All_Be_Suffixed_With_1()
{
var context = new XrmFakedContext();
var service = context.GetOrganizationService();
var entities = new List <Entity>();
var user1 = new SystemUser
{
Id = Guid.NewGuid(),
["fullname"] = "User1"
};
entities.Add(user1);
var businessUnit = new BusinessUnit
{
Id = Guid.NewGuid(),
Name = "BusinessUnit1"
};
entities.Add(businessUnit);
var user2 = new SystemUser
{
Id = Guid.NewGuid(),
BusinessUnitId = businessUnit.ToEntityReference(),
["fullname"] = "User2",
["modifiedby"] = user1.ToEntityReference()
};
entities.Add(user2);
context.Initialize(entities);
var query = new QueryExpression(SystemUser.EntityLogicalName)
{
LinkEntities =
{
new LinkEntity(SystemUser.EntityLogicalName, SystemUser.EntityLogicalName, "modifiedby", "systemuserid", JoinOperator.Inner)
{
Columns = new ColumnSet("fullname"),
},
new LinkEntity(SystemUser.EntityLogicalName, BusinessUnit.EntityLogicalName, "businessunitid", "businessunitid", JoinOperator.Inner)
{
Columns = new ColumnSet("name"),
}
}
};
var result = service.RetrieveMultiple(query);
var resultingEntity = result.Entities[0];
Assert.Equal(2, resultingEntity.Attributes.Count);
Assert.Equal("User1", ((AliasedValue)resultingEntity["systemuser1.fullname"]).Value);
Assert.Equal("BusinessUnit1", ((AliasedValue)resultingEntity["businessunit1.name"]).Value);
}
public void AddMembersToBusinessUnit()
{
var team = RetrieveBusinessUnitDefaultTeamAndCheckAttributes(_businessUnit1);
crm.CreateUser(orgAdminService, _businessUnit1.ToEntityReference(), SecurityRoles.SystemCustomizer);
using (var context = new Xrm(orgAdminService))
{
var fetchedTeam = context.TeamMembershipSet.Where(x => x.TeamId == team.Id).ToList();
Assert.AreEqual(1, fetchedTeam.Count);
}
}
public void TestSharingAccess()
{
using (var context = new Xrm(orgAdminUIService))
{
var businessunit = new BusinessUnit();
businessunit["name"] = "business unit name";
businessunit.Id = orgAdminUIService.Create(businessunit);
var otherUser = crm.CreateUser(orgAdminUIService, businessunit.ToEntityReference(), SecurityRoles._000TestingRole);
var sharingUser = crm.CreateUser(orgAdminUIService, businessunit.ToEntityReference(), SecurityRoles.SystemAdministrator);
var otherService = crm.CreateOrganizationService(otherUser.Id);
var sharingService = crm.CreateOrganizationService(sharingUser.Id);
var contact = new Contact();
contact.Id = sharingService.Create(contact);
try
{
otherService.Retrieve(Contact.EntityLogicalName, contact.Id, new ColumnSet(true));
throw new XunitException();
}
catch (Exception e)
{
Assert.IsType <FaultException>(e);
}
var req = new GrantAccessRequest
{
PrincipalAccess = new PrincipalAccess()
{
AccessMask = AccessRights.ReadAccess,
Principal = otherUser.ToEntityReference()
},
Target = contact.ToEntityReference()
};
sharingService.Execute(req);
otherService.Retrieve(Contact.EntityLogicalName, contact.Id, new ColumnSet(true));
}
}
public void WhoAmIRequestForOtherUser()
{
var bu = new BusinessUnit {
Name = "child bu", ParentBusinessUnitId = crm.RootBusinessUnit
};
bu.Id = orgAdminUIService.Create(bu);
var user = crm.CreateUser(orgAdminService, new SystemUser {
BusinessUnitId = bu.ToEntityReference()
}, SecurityRoles.SalesManager) as SystemUser;
var service = crm.CreateOrganizationService(user.Id);
var whoAmI = (WhoAmIResponse)service.Execute(new WhoAmIRequest());
Assert.AreEqual(whoAmI.UserId, user.Id);
Assert.AreEqual(whoAmI.BusinessUnitId, bu.Id);
}
public void TestOwningBusinessUnitValidNameWorkflow()
{
using (var context = new Xrm(orgAdminUIService)) {
crm.AddWorkflow(Path.Combine("../..", "Metadata", "Workflows", "OwningBUWorkflow.xml"));
var businessunit = new BusinessUnit();
businessunit.Name = "delegatelab4";
businessunit.Id = orgAdminUIService.Create(businessunit);
var user = crm.CreateUser(orgAdminUIService, businessunit.ToEntityReference(), SecurityRoles.SystemAdministrator) as SystemUser;
var service = crm.CreateOrganizationService(user.Id);
var acc = new Account();
acc.Name = "Some name";
acc.Id = service.Create(acc);
var retrieved = orgAdminUIService.Retrieve(Account.EntityLogicalName, acc.Id, new ColumnSet(true)) as Account;
Assert.AreEqual("SetOwningBU", retrieved.Name);
}
}
public void TestSendMailWorkflow()
{
using (var context = new Xrm(orgAdminUIService))
{
crm.AddWorkflow(Path.Combine("../../..", "Metadata", "Workflows", "SendMailWorkflow.xml"));
var businessunit = new BusinessUnit
{
Name = "delegatelab4"
};
businessunit.Id = orgAdminUIService.Create(businessunit);
crm.CreateUser(orgAdminService,
new SystemUser()
{
Id = new Guid("9732d6d5-8e46-44e1-b408-32d3801c5724"),
FirstName = "Kaspar",
LastName = "Bøgh Christensen",
BusinessUnitId = crm.RootBusinessUnit
}, SecurityRoles.SystemAdministrator);
var user = crm.CreateUser(orgAdminUIService, businessunit.ToEntityReference(), SecurityRoles.SystemAdministrator) as SystemUser;
var service = crm.CreateOrganizationService(user.Id);
var acc = new Account
{
Name = "Some name"
};
acc.Id = service.Create(acc);
var retrieved = orgAdminUIService.Retrieve(Account.EntityLogicalName, acc.Id, new ColumnSet(true)) as Account;
var email = orgAdminService.RetrieveMultiple(new QueryExpression
{
EntityName = Email.EntityLogicalName,
ColumnSet = new ColumnSet(true)
}).Entities.FirstOrDefault() as Email;
Assert.IsNotNull(email);
Assert.AreEqual("<span><span>Some kind of email</span></span>", email.Description);
Assert.AreEqual("Something", email.Subject);
Assert.AreEqual(retrieved.ToEntityReference(), email.RegardingObjectId);
}
}
public void TestCreateSecurity()
{
using (var context = new Xrm(orgAdminUIService))
{
var orgUser = new SystemUser();
orgUser.Id = orgAdminUIService.Create(orgUser);
var businessunit = new BusinessUnit();
businessunit["name"] = "business unit name 1";
businessunit.Id = orgAdminUIService.Create(businessunit);
var scheduler = crm.CreateUser(orgAdminUIService, businessunit.ToEntityReference(), SecurityRoles.Scheduler);
var schedulerService = crm.CreateOrganizationService(scheduler.Id);
try
{
schedulerService.Create(new Lead());
throw new XunitException();
}
catch (Exception e)
{
Assert.IsType <FaultException>(e);
}
schedulerService.Create(new Contact());
try
{
var contact = new Contact
{
OwnerId = orgUser.ToEntityReference()
};
schedulerService.Create(contact);
throw new XunitException();
}
catch (Exception e)
{
Assert.IsType <FaultException>(e);
}
}
}
public void TestMyConditionWorkflow()
{
using (var context = new Xrm(orgAdminUIService)) {
crm.AddWorkflow(Path.Combine("../..", "Metadata", "OtherWorkflows", "MyConditionWorkflow.xml"));
var businessunit = new BusinessUnit();
businessunit.Name = "deledevelopmentasd";
businessunit.Id = orgAdminUIService.Create(businessunit);
var user = crm.CreateUser(orgAdminUIService, businessunit.ToEntityReference(), SecurityRoles.SystemAdministrator) as SystemUser;
var service = crm.CreateOrganizationService(user.Id);
var acc = new Account();
acc.Name = "Some name";
acc.Revenue = 3000;
acc.DoNotFax = true;
acc.DoNotBulkPostalMail = false;
acc.Id = service.Create(acc);
var retrieved = orgAdminUIService.Retrieve(Account.EntityLogicalName, acc.Id, new ColumnSet(true)) as Account;
Assert.AreEqual("MyCondition", retrieved.Name);
}
}
public void MoveMemberFromBUOneToBUTwo()
{
var retrievedUser = orgAdminService.Retrieve("systemuser", _user2.Id, new ColumnSet("businessunitid"));
retrievedUser.Attributes["businessunitid"] = _businessUnit4.ToEntityReference();
// retrievedUser.Attributes["name"] = "Just changed the name ;)";
orgAdminService.Update(retrievedUser);
var team3 = RetrieveBusinessUnitDefaultTeamAndCheckAttributes(_businessUnit3);
var team4 = RetrieveBusinessUnitDefaultTeamAndCheckAttributes(_businessUnit4);
using (var context = new Xrm(orgAdminService))
{
var fetchedTeam = context.TeamMembershipSet.Where(x => x.TeamId == team3.Id).ToList();
Assert.AreEqual(0, fetchedTeam.Count);
}
using (var context = new Xrm(orgAdminService))
{
var fetchedTeam = context.TeamMembershipSet.Where(x => x.TeamId == team4.Id).ToList();
Assert.AreEqual(1, fetchedTeam.Count);
}
}
public void TestQueryOnLinkedRoleTemplate()
{
// All MS Dynamics CRM instances share the same System Admin role GUID.
// Hence, we can hardode it as this will not represent a security issue
Guid adminId = new Guid("627090FF-40A3-4053-8790-584EDC5BE201");
var businessunit = new BusinessUnit();
businessunit["name"] = "business unit name 1";
businessunit.Id = orgAdminUIService.Create(businessunit);
var user = new SystemUser();
user["businessunitid"] = businessunit.ToEntityReference();
var adminuser = crm.CreateUser(orgAdminService, user, SecurityRoles.SystemAdministrator);
var q = new QueryExpression("role");
q.Criteria.AddCondition("roletemplateid", ConditionOperator.Equal, adminId);
var link = q.AddLink("systemuserroles", "roleid", "roleid");
link.LinkCriteria.AddCondition("systemuserid", ConditionOperator.Equal, adminuser.Id);
Assert.True(orgAdminService.RetrieveMultiple(q).Entities.Count > 0);
}
/// <summary>
/// This method first creates 3 users, a team, 4 leads and a business unit.
/// It assigns two users to the team, and gives each user and the team a lead.
/// Then it reassigns all the leads from one of the users to another user using
/// the ReassignObjectsSystemUserRequest. Next, it reassigns all the leads from
/// the team to a user using the ReassignObjectsOwnerRequest. Third, it reassigns
/// one user from the root business unit to the created business unit, using the
/// SetBusinessSystemUserRequest message. Fourth, it reassigns all users from
/// the created business unit to the root business unit and deletes the created
/// business unit. Finally, it removes all users from the created team and
/// deletes the team.
/// </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))
// Using the ServiceContext class provides access to the LINQ provider
using (_context = new ServiceContext(_serviceProxy))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
CreateRequiredRecords();
Console.WriteLine();
PrintLeads();
var users = from user in _context.SystemUserSet
select new { user.FullName, user.Id };
Dictionary <Guid, String> userMapping = new Dictionary <Guid, String>();
foreach (var user in users)
{
userMapping.Add(user.Id, user.FullName);
}
#region ReassignObjectsSystemUserRequest
// create the request
ReassignObjectsSystemUserRequest reassignRequest =
new ReassignObjectsSystemUserRequest()
{
ReassignPrincipal =
new EntityReference(SystemUser.EntityLogicalName, _users[1]),
UserId = _users[2]
};
// execute the request
Console.WriteLine();
Console.WriteLine(
" Reassigning leads from {0} to {1}",
userMapping[_users[2]],
userMapping[_users[1]]);
_serviceProxy.Execute(reassignRequest);
// check results
PrintLeads();
#endregion
#region ReassignObjectsOwnerRequest
// create the request
ReassignObjectsOwnerRequest request =
new ReassignObjectsOwnerRequest()
{
FromPrincipal = _team.ToEntityReference(),
ToPrincipal =
new EntityReference(SystemUser.EntityLogicalName, _users[0])
};
// execute the request
Console.WriteLine();
Console.WriteLine(
" Reassigning leads from {0} to {1}",
_team.Name, userMapping[_users[0]]);
_serviceProxy.Execute(request);
// check results
PrintLeads();
#endregion
#region reassign business unit members
Console.WriteLine();
Console.WriteLine(" Adding a user to the created business unit");
// track what permissions the user had before reassigning to the new
// business unit so that the permissions can be restored when the
// user is assigned back to the business unit
_originalRolesIds = new List <Guid>();
var roleIds = from user in _context.SystemUserSet
join systemuserrole in _context.SystemUserRolesSet
on user.SystemUserId equals systemuserrole.SystemUserId
join role in _context.RoleSet
on systemuserrole.RoleId equals role.RoleId
where user.SystemUserId.Value == _users[2]
select role.RoleId.Value;
foreach (var roleId in roleIds)
{
_originalRolesIds.Add(roleId);
}
// add user to the created business unit
_serviceProxy.Execute(new SetBusinessSystemUserRequest()
{
BusinessId = _businessUnit.Id,
ReassignPrincipal = new EntityReference(
SystemUser.EntityLogicalName,
_users[2]),
UserId = _users[2]
});
#endregion
#region delete business unit
Console.WriteLine();
Console.WriteLine(" Deleting created business unit");
// remove all users from the business unit, moving them back to the
// parent business unit
_serviceProxy.Execute(new SetBusinessSystemUserRequest()
{
BusinessId = _rootBusinessUnit.Id,
ReassignPrincipal = new EntityReference(
SystemUser.EntityLogicalName, _users[2]),
UserId = _users[2]
});
// give the user back their original security roles
foreach (var roleId in roleIds)
{
_serviceProxy.Associate(
SystemUser.EntityLogicalName,
_users[2],
new Relationship("systemuserroles_association"),
new EntityReferenceCollection()
{
new EntityReference(
Role.EntityLogicalName,
roleId
)
}
);
}
// deactivate business unit before deleting it
_serviceProxy.Execute(new SetStateRequest()
{
EntityMoniker = _businessUnit.ToEntityReference(),
// mark the state as inactive (value 1)
State = new OptionSetValue(1),
Status = new OptionSetValue(-1)
});
// delete business unit
_serviceProxy.Delete(BusinessUnit.EntityLogicalName,
_businessUnit.Id);
#endregion
#region remove users from team
var teamMembers = from team in _context.TeamSet
join membership in _context.TeamMembershipSet
on team.TeamId equals membership.TeamId
where team.TeamId == _team.Id
select membership.SystemUserId.Value;
_serviceProxy.Execute(new RemoveMembersTeamRequest()
{
MemberIds = teamMembers.ToArray(),
TeamId = _team.Id
});
#endregion
#region delete team
Console.WriteLine();
Console.WriteLine(" Deleting the team");
// Delete the team
_serviceProxy.Delete(Team.EntityLogicalName, _team.Id);
#endregion
DeleteRequiredRecords(promptforDelete);
}
}
// 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>
/// Creates any entity records that this sample requires.
/// </summary>
public void CreateRequiredRecords()
{
#region create users
Console.WriteLine(" Creating users");
var ldapPath = "";
_users =
SystemUserProvider.RetrieveSalespersons(_serviceProxy, ref ldapPath);
_users.Add(SystemUserProvider.RetrieveSystemUser(
"dparker", "Darren", "Parker", "Salesperson",
_serviceProxy, ref ldapPath));
#endregion
#region fetch root business unit
// Retrieve the root business unit to use for creating the team for the
// sample.
var businessUnitQuery = new QueryExpression
{
EntityName = BusinessUnit.EntityLogicalName,
ColumnSet = new ColumnSet("businessunitid"),
Criteria = new FilterExpression()
};
businessUnitQuery.Criteria.AddCondition("parentbusinessunitid",
ConditionOperator.Null);
var businessUnitResult = _serviceProxy.RetrieveMultiple(businessUnitQuery);
_rootBusinessUnit = businessUnitResult.Entities[0].ToEntity <BusinessUnit>();
#endregion
#region create new business unit
Console.WriteLine(" Creating new business unit");
_businessUnit = new BusinessUnit()
{
Name = "A Sample Business Unit",
ParentBusinessUnitId = _rootBusinessUnit.ToEntityReference()
};
_businessUnit.Id = _serviceProxy.Create(_businessUnit);
#endregion
#region create team
Console.WriteLine(" Creating a user team");
_team = new Team
{
AdministratorId =
new EntityReference(SystemUser.EntityLogicalName, _users[0]),
Name = "Sample team",
BusinessUnitId = _rootBusinessUnit.ToEntityReference()
};
_team.Id = _serviceProxy.Create(_team);
var salespersonRole = (from role in _context.RoleSet
where role.Name == "Salesperson" &&
role.BusinessUnitId.Id == _rootBusinessUnit.Id
select role).First();
// assign role to the team
_serviceProxy.Associate(
Team.EntityLogicalName,
_team.Id,
new Relationship("teamroles_association"),
new EntityReferenceCollection()
{
salespersonRole.ToEntityReference()
}
);
// wait for the async job to finish
for (int i = 1; i <= 30; i++)
{
Console.WriteLine(" Checking to see if the async job has finished {0}/30", i);
var teamPrivileges = (RetrieveTeamPrivilegesResponse)
_serviceProxy.Execute(new RetrieveTeamPrivilegesRequest
{
TeamId = _team.Id
});
if (teamPrivileges.RolePrivileges.Any((rp) =>
rp.PrivilegeId ==
new Guid("A8ECAC53-09E8-4A13-B598-8D8C87BC3D33"))) // prvReadLead
{
break;
}
System.Threading.Thread.Sleep(1000);
}
#endregion
#region add users to team
Console.WriteLine(" Adding users to the team");
AddMembersTeamRequest addMembers = new AddMembersTeamRequest()
{
TeamId = _team.Id,
MemberIds = new Guid[] { _users[0], _users[1] }
};
_serviceProxy.Execute(addMembers);
#endregion
#region create leads
Console.WriteLine(" Creating leads");
_leads[0] = new Lead
{
CompanyName = "A. Datum Corporation",
FirstName = "Joe",
LastName = "Andreshak",
};
_leads[0].Id = _serviceProxy.Create(_leads[0]);
_leads[1] = new Lead
{
CompanyName = "Wingtip Toys",
FirstName = "Diogo",
LastName = "Andrade"
};
_leads[1].Id = _serviceProxy.Create(_leads[1]);
_leads[2] = new Lead
{
CompanyName = "The Phone Company",
FirstName = "Ronaldo",
LastName = "Smith Jr."
};
_leads[2].Id = _serviceProxy.Create(_leads[2]);
_leads[3] = new Lead
{
CompanyName = "Tailspin Toys",
FirstName = "Andrew",
LastName = "Sullivan",
};
_leads[3].Id = _serviceProxy.Create(_leads[3]);
#endregion
#region assign leads
Console.WriteLine(" Assigning leads to users and teams");
_serviceProxy.Execute(new AssignRequest()
{
Assignee = new EntityReference(SystemUser.EntityLogicalName, _users[0]),
Target = _leads[0].ToEntityReference()
});
_serviceProxy.Execute(new AssignRequest()
{
Assignee = new EntityReference(SystemUser.EntityLogicalName, _users[1]),
Target = _leads[1].ToEntityReference()
});
_serviceProxy.Execute(new AssignRequest()
{
Assignee = new EntityReference(SystemUser.EntityLogicalName, _users[2]),
Target = _leads[2].ToEntityReference()
});
// give the team access to the record so that it can be assigned to it
_serviceProxy.Execute(new GrantAccessRequest()
{
Target = _leads[3].ToEntityReference(),
PrincipalAccess = new PrincipalAccess()
{
AccessMask = AccessRights.ReadAccess | AccessRights.WriteAccess,
Principal = _team.ToEntityReference()
}
});
// assign the lead to the team
_serviceProxy.Execute(new AssignRequest()
{
Assignee = _team.ToEntityReference(),
Target = _leads[3].ToEntityReference()
});
#endregion
}
public TestTeams(XrmMockupFixture fixture) : base(fixture)
{
EntityReference businessUnitId = crm.RootBusinessUnit;
businessUnit1 = new BusinessUnit {
ParentBusinessUnitId = businessUnitId, Name = "Business Unit 1"
};
businessUnit1.Id = orgAdminService.Create(businessUnit1);
businessUnit2 = new BusinessUnit {
ParentBusinessUnitId = businessUnitId, Name = "Business Unit 2"
};
businessUnit2.Id = orgAdminService.Create(businessUnit2);
team1 = new Team {
Name = "Team 1", BusinessUnitId = businessUnit1.ToEntityReference()
};
#if !(XRM_MOCKUP_2011)
team1.TeamType = Team_TeamType.Owner;
#endif
team1 = crm.CreateTeam(orgAdminService, team1, SecurityRoles.SystemCustomizer).ToEntity <Team>();
team2 = new Team {
Name = "Team 2", BusinessUnitId = businessUnit1.ToEntityReference()
};
#if !(XRM_MOCKUP_2011)
team2.TeamType = Team_TeamType.Owner;
#endif
team2 = crm.CreateTeam(orgAdminService, team2, SecurityRoles.SystemCustomizer).ToEntity <Team>();
team3 = new Team {
Name = "Team 3", BusinessUnitId = businessUnit1.ToEntityReference()
};
#if !(XRM_MOCKUP_2011)
team3.TeamType = Team_TeamType.Owner;
#endif
team3 = crm.CreateTeam(orgAdminService, team3, SecurityRoles.SystemAdministrator).ToEntity <Team>();
team4 = new Team {
Name = "Team 4", BusinessUnitId = businessUnit1.ToEntityReference()
};
#if !(XRM_MOCKUP_2011)
team4.TeamType = Team_TeamType.Owner;
#endif
team4 = crm.CreateTeam(orgAdminService, team4, SecurityRoles.SystemAdministrator).ToEntity <Team>();
// SystemCustomizer - read account - user level, write account - user level
user11 = crm.CreateUser(orgAdminService, businessUnit1.ToEntityReference(), SecurityRoles.SystemCustomizer) as SystemUser;
user12 = crm.CreateUser(orgAdminService, businessUnit1.ToEntityReference(), SecurityRoles.SystemCustomizer) as SystemUser;
user21 = crm.CreateUser(orgAdminService, businessUnit2.ToEntityReference(), SecurityRoles.SystemCustomizer) as SystemUser;
user22 = crm.CreateUser(orgAdminService, businessUnit2.ToEntityReference(), SecurityRoles.SystemCustomizer) as SystemUser;
parent1 = new EntityReference(Account.EntityLogicalName, orgAdminService.Create(new Account {
Name = "Parent 1"
}));
parent2 = new EntityReference(Account.EntityLogicalName, orgAdminService.Create(new Account {
Name = "Parent 2"
}));
account11 = new EntityReference(Account.EntityLogicalName, orgGodService.Create(new Account {
Name = "Child 1.1", ParentAccountId = parent1, OwnerId = user11.ToEntityReference()
}));
account12 = new EntityReference(Account.EntityLogicalName, orgGodService.Create(new Account {
Name = "Child 1.2", ParentAccountId = parent1, OwnerId = user12.ToEntityReference()
}));
account21 = new EntityReference(Account.EntityLogicalName, orgGodService.Create(new Account {
Name = "Child 2.1", ParentAccountId = parent2, OwnerId = user21.ToEntityReference()
}));
account22 = new EntityReference(Account.EntityLogicalName, orgGodService.Create(new Account {
Name = "Child 2.2", ParentAccountId = parent2, OwnerId = user22.ToEntityReference()
}));
account1 = new EntityReference(Account.EntityLogicalName, orgGodService.Create(new Account {
Name = "Child 1", ParentAccountId = parent1, OwnerId = team1.ToEntityReference()
}));
account2 = new EntityReference(Account.EntityLogicalName, orgGodService.Create(new Account {
Name = "Child 2", ParentAccountId = parent2, OwnerId = team2.ToEntityReference()
}));
account3 = new EntityReference(Account.EntityLogicalName, orgGodService.Create(new Account {
Name = "Child 3", ParentAccountId = parent1, OwnerId = team2.ToEntityReference()
}));
account4 = new EntityReference(Account.EntityLogicalName, orgGodService.Create(new Account {
Name = "Child 4", ParentAccountId = parent2, OwnerId = team3.ToEntityReference()
}));
}
/// <summary>
/// Creates any entity records that this sample requires.
/// </summary>
public void CreateRequiredRecords()
{
#region create users
Console.WriteLine(" Creating users");
var ldapPath = "";
_users =
SystemUserProvider.RetrieveSalespersons(_serviceProxy, ref ldapPath);
_users.Add(SystemUserProvider.RetrieveSystemUser(
"dparker", "Darren", "Parker", "Salesperson",
_serviceProxy, ref ldapPath));
#endregion
#region fetch root business unit
// Retrieve the root business unit to use for creating the team for the
// sample.
var businessUnitQuery = new QueryExpression
{
EntityName = BusinessUnit.EntityLogicalName,
ColumnSet = new ColumnSet("businessunitid"),
Criteria = new FilterExpression()
};
businessUnitQuery.Criteria.AddCondition("parentbusinessunitid",
ConditionOperator.Null);
var businessUnitResult = _serviceProxy.RetrieveMultiple(businessUnitQuery);
_rootBusinessUnit = businessUnitResult.Entities[0].ToEntity<BusinessUnit>();
#endregion
#region create new business unit
Console.WriteLine(" Creating new business unit");
_buisnessUnit = new BusinessUnit()
{
Name = "A Sample Business Unit",
ParentBusinessUnitId = _rootBusinessUnit.ToEntityReference()
};
_buisnessUnit.Id = _serviceProxy.Create(_buisnessUnit);
#endregion
#region create team
Console.WriteLine(" Creating a user team");
_team = new Team
{
AdministratorId =
new EntityReference(SystemUser.EntityLogicalName, _users[0]),
Name = "Sample team",
BusinessUnitId = _rootBusinessUnit.ToEntityReference()
};
_team.Id = _serviceProxy.Create(_team);
var salespersonRole = (from role in _context.RoleSet
where role.Name == "Salesperson"
&& role.BusinessUnitId.Id == _rootBusinessUnit.Id
select role).First();
// assign role to the team
_serviceProxy.Associate(
Team.EntityLogicalName,
_team.Id,
new Relationship("teamroles_association"),
new EntityReferenceCollection() {
salespersonRole.ToEntityReference()
}
);
// wait for the async job to finish
for (int i = 1; i <= 30; i++)
{
Console.WriteLine(" Checking to see if the async job has finished {0}/30", i);
var teamPrivileges = (RetrieveTeamPrivilegesResponse)
_serviceProxy.Execute(new RetrieveTeamPrivilegesRequest
{
TeamId = _team.Id
});
if (teamPrivileges.RolePrivileges.Any((rp) =>
rp.PrivilegeId ==
new Guid("A8ECAC53-09E8-4A13-B598-8D8C87BC3D33"))) // prvReadLead
{
break;
}
System.Threading.Thread.Sleep(1000);
}
#endregion
#region add users to team
Console.WriteLine(" Adding users to the team");
AddMembersTeamRequest addMembers = new AddMembersTeamRequest()
{
TeamId = _team.Id,
MemberIds = new Guid[] { _users[0], _users[1] }
};
_serviceProxy.Execute(addMembers);
#endregion
#region create leads
Console.WriteLine(" Creating leads");
_leads[0] = new Lead
{
CompanyName = "A. Datum Corporation",
FirstName = "Joe",
LastName = "Andreshak",
};
_leads[0].Id = _serviceProxy.Create(_leads[0]);
_leads[1] = new Lead
{
CompanyName = "Wingtip Toys",
FirstName = "Diogo",
LastName = "Andrade"
};
_leads[1].Id = _serviceProxy.Create(_leads[1]);
_leads[2] = new Lead
{
CompanyName = "The Phone Company",
FirstName = "Ronaldo",
LastName = "Smith Jr."
};
_leads[2].Id = _serviceProxy.Create(_leads[2]);
_leads[3] = new Lead
{
CompanyName = "Tailspin Toys",
FirstName = "Andrew",
LastName = "Sullivan",
};
_leads[3].Id = _serviceProxy.Create(_leads[3]);
#endregion
#region assign leads
Console.WriteLine(" Assigning leads to users and teams");
_serviceProxy.Execute(new AssignRequest()
{
Assignee = new EntityReference(SystemUser.EntityLogicalName, _users[0]),
Target = _leads[0].ToEntityReference()
});
_serviceProxy.Execute(new AssignRequest()
{
Assignee = new EntityReference(SystemUser.EntityLogicalName, _users[1]),
Target = _leads[1].ToEntityReference()
});
_serviceProxy.Execute(new AssignRequest()
{
Assignee = new EntityReference(SystemUser.EntityLogicalName, _users[2]),
Target = _leads[2].ToEntityReference()
});
// give the team access to the record so that it can be assigned to it
_serviceProxy.Execute(new GrantAccessRequest()
{
Target = _leads[3].ToEntityReference(),
PrincipalAccess = new PrincipalAccess()
{
AccessMask = AccessRights.ReadAccess|AccessRights.WriteAccess,
Principal = _team.ToEntityReference()
}
});
// assign the lead to the team
_serviceProxy.Execute(new AssignRequest()
{
Assignee = _team.ToEntityReference(),
Target = _leads[3].ToEntityReference()
});
#endregion
}
public void When_querying_the_same_entity_records_with_joins_no_collection_modified_exception_is_thrown()
{
var fakedContext = new XrmFakedContext { };
var service = fakedContext.GetFakedOrganizationService();
var entityAccount = new Account { Id = Guid.NewGuid(), Name = "My First Faked Account yeah!", LogicalName = "account" };
var entityContact = new Contact { Id = Guid.NewGuid(), ParentCustomerId = entityAccount.ToEntityReference() };
var entityBusinessUnit = new BusinessUnit { Name = "TestBU", BusinessUnitId = Guid.NewGuid() };
var initiatingUser = new SystemUser
{
Id = Guid.NewGuid(),
FirstName = "TestUser",
DomainName = "TestDomain",
BusinessUnitId = entityBusinessUnit.ToEntityReference()
};
fakedContext.Initialize(new List<Entity>() {
entityBusinessUnit,entityAccount,entityContact,initiatingUser
});
var fetchXml = @"
<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>
<entity name='systemuser'>
<attribute name='fullname' />
<attribute name='systemuserid' />
<attribute name='businessunitid' />
<filter type='and'>
<condition attribute='systemuserid' operator='eq' uitype='systemuser' value='#userId#' />
</filter>
<link-entity name='businessunit' from='businessunitid' to='businessunitid' alias='bu' intersect='true' >
<attribute name='name' />
</link-entity>
</entity>
</fetch>
";
var UserRequest = new RetrieveMultipleRequest { Query = new FetchExpression(fetchXml.Replace("#userId#", initiatingUser.Id.ToString())) };
var response = ((RetrieveMultipleResponse)service.Execute(UserRequest));
var entities = response.EntityCollection.Entities;
Assert.True(entities.Count == 1);
Assert.True(entities[0].Attributes.ContainsKey("bu.name"));
Assert.IsType<AliasedValue>(entities[0]["bu.name"]);
Assert.Equal("TestBU", (entities[0]["bu.name"] as AliasedValue).Value.ToString());
}