public Context Generate(IOrganizationService service, Guid selectedUserId)
{
var xrmContext = new XrmServiceContext(service);
var userRoles = xrmContext.SystemUserRolesSet
.Where(e => e.SystemUserId == selectedUserId).Select(e => e.RoleId.GetValueOrDefault()).ToList();
var userSettings = xrmContext.UserSettingsSet
.Where(e => e.SystemUserIdId == selectedUserId).Select(e => e).FirstOrDefault();
var user = xrmContext.UserSet.Where(e => e.UserId == selectedUserId).Select(e => e).FirstOrDefault();
var organisation = xrmContext.OrganizationSet.Select(e => e).FirstOrDefault();
var theme = xrmContext.ThemeSet.Where(e => e.DefaultTheme == true).Select(e => e).FirstOrDefault();
var versionRequest = new RetrieveVersionRequest();
var version = ((RetrieveVersionResponse)service.Execute(versionRequest)).Version;
return
(new Context
{
UserId = user?.UserId ?? Guid.Empty,
Username = user?.UserName,
UserFullName = user?.FullName,
IsGuidedHelpEnabled = userSettings?.EnableDefaultGuidedHelp ?? false,
UserLanguageCode = userSettings?.UILanguageId ?? 1033,
TimeZoneBias = userSettings?.TimeZoneBias ?? 0,
UserRoles = userRoles,
OrganisationUrl = organisation?.ExternalBaseURL,
IsAutoSaveEnabled = organisation?.AutoSaveEnabled ?? false,
OrgLanguageCode = organisation?.Language ?? 1033,
OrganisationName = organisation?.OrganizationName,
ThemeName = theme?.ThemeName,
CrmVersion = version
});
}
public CrmConnectionInfo GetConnectionInfo(CrmDbConnection connection)
{
var connInfo = _Cache.GetOrAdd(connection.ConnectionString, f =>
{
WhoAmIRequest whoRequest = new WhoAmIRequest();
WhoAmIResponse whoResponse = (WhoAmIResponse)connection.OrganizationService.Execute(whoRequest);
var info = new CrmConnectionInfo();
if (whoResponse != null)
{
info.OrganisationId = whoResponse.OrganizationId;
info.UserId = whoResponse.UserId;
info.BusinessUnitId = whoResponse.BusinessUnitId;
}
var orgEntity = connection.OrganizationService.Retrieve("organization", info.OrganisationId, new ColumnSet("name"));
if (orgEntity != null)
{
info.OrganisationName = (string)orgEntity["name"];
}
var versionReq = new RetrieveVersionRequest();
var versionResponse = (RetrieveVersionResponse)connection.OrganizationService.Execute(versionReq);
if (versionResponse != null)
{
info.ServerVersion = versionResponse.Version;
}
return info;
});
return connInfo;
}
private static string GetVersion(IOrganizationService service)
{
var request = new RetrieveVersionRequest();
var response = (RetrieveVersionResponse)service.Execute(request);
return(response.Version);
}
public CrmConnectionInfo GetConnectionInfo(CrmDbConnection connection)
{
var connInfo = _Cache.GetOrAdd(connection.ConnectionString, f =>
{
WhoAmIRequest whoRequest = new WhoAmIRequest();
WhoAmIResponse whoResponse = (WhoAmIResponse)connection.OrganizationService.Execute(whoRequest);
var info = new CrmConnectionInfo();
if (whoResponse != null)
{
info.OrganisationId = whoResponse.OrganizationId;
info.UserId = whoResponse.UserId;
info.BusinessUnitId = whoResponse.BusinessUnitId;
}
var orgEntity = connection.OrganizationService.Retrieve("organization", info.OrganisationId, new ColumnSet("name"));
if (orgEntity != null)
{
info.OrganisationName = (string)orgEntity["name"];
}
var versionReq = new RetrieveVersionRequest();
var versionResponse = (RetrieveVersionResponse)connection.OrganizationService.Execute(versionReq);
if (versionResponse != null)
{
info.ServerVersion = versionResponse.Version;
}
return(info);
});
return(connInfo);
}
public Version RetrieveVersion()
{
var request = new RetrieveVersionRequest();
var response = (RetrieveVersionResponse)service.Execute(request);
return(Version.Parse(response.Version));
}
private RetrieveVersionResponse ConnectToCrm(string connectionString)
{
try
{
CrmConnection connection = CrmConnection.Parse(connectionString);
using (OrganizationService orgService = new OrganizationService(connection))
{
WhoAmIRequest wRequest = new WhoAmIRequest();
WhoAmIResponse wResponse = (WhoAmIResponse)orgService.Execute(wRequest);
_logger.WriteToOutputWindow("Connected To CRM Organization: " + wResponse.OrganizationId, Logger.MessageType.Info);
OrgId = wResponse.OrganizationId.ToString();
RetrieveVersionRequest vRequest = new RetrieveVersionRequest();
RetrieveVersionResponse vResponse = (RetrieveVersionResponse)orgService.Execute(vRequest);
_logger.WriteToOutputWindow("Version: " + vResponse.Version, Logger.MessageType.Info);
return(vResponse);
}
}
catch (FaultException <OrganizationServiceFault> crmEx)
{
_logger.WriteToOutputWindow("Error Connecting To CRM: " + crmEx.Message + Environment.NewLine + crmEx.StackTrace, Logger.MessageType.Error);
return(null);
}
catch (Exception ex)
{
_logger.WriteToOutputWindow("Error Connecting To CRM: " + ex.Message + Environment.NewLine + ex.StackTrace, Logger.MessageType.Error);
return(null);
}
}
//<snippetCRUDOperations1>
/// <summary>
/// This method performs entity create, retrieve, and update operations.
/// The delete operation is handled in the DeleteRequiredrecords() method.
/// </summary>
/// <param name="serviceProxy">An established connection to the Organization web service.</param>
/// <param name="records">A collection of entity records created by this sample.</param>
public void Run(OrganizationServiceProxy serviceProxy, EntityReferenceCollection records)
{
// Enable early-bound entity types. This enables use of IntelliSense in Visual Studio
// and avoids spelling errors in attribute names when using the Entity property bag.
serviceProxy.EnableProxyTypes();
// Here we will use the interface instead of the proxy object.
IOrganizationService service = (IOrganizationService)serviceProxy;
// Display information about the logged on user.
Guid userid = ((WhoAmIResponse)service.Execute(new WhoAmIRequest())).UserId;
SystemUser systemUser = (SystemUser)service.Retrieve("systemuser", userid,
new ColumnSet(new string[] {"firstname", "lastname"}));
Console.WriteLine("Logged on user is {0} {1}.", systemUser.FirstName, systemUser.LastName);
// Retrieve the version of Microsoft Dynamics CRM.
RetrieveVersionRequest versionRequest = new RetrieveVersionRequest();
RetrieveVersionResponse versionResponse =
(RetrieveVersionResponse)service.Execute(versionRequest);
Console.WriteLine("Microsoft Dynamics CRM version {0}.", versionResponse.Version);
//<snippetCRUDOperations2>
// Instantiate an account object. Note the use of the option set enumerations defined
// in OptionSets.cs.
Account account = new Account { Name = "Fourth Coffee" };
account.AccountCategoryCode = new OptionSetValue((int)AccountAccountCategoryCode.PreferredCustomer);
account.CustomerTypeCode = new OptionSetValue((int)AccountCustomerTypeCode.Investor);
// Create an account record named Fourth Coffee.
// Save the record reference so we can delete it during cleanup later.
Guid accountId = service.Create(account);
//</snippetCRUDOperations2>
records.Add(new EntityReference(Account.EntityLogicalName, accountId));
Console.Write("{0} {1} created, ", account.LogicalName, account.Name);
// Retrieve the account containing several of its attributes. This results in
// better performance compared to retrieving all attributes.
ColumnSet cols = new ColumnSet(
new String[] { "name", "address1_postalcode", "lastusedincampaign" });
Account retrievedAccount = (Account)service.Retrieve("account", accountId, cols);
Console.Write("retrieved, ");
// Update the postal code attribute.
retrievedAccount.Address1_PostalCode = "98052";
// There is no address 2 postal code needed.
retrievedAccount.Address2_PostalCode = null;
// Shows use of a Money value.
retrievedAccount.Revenue = new Money(5000000);
// Shows use of a Boolean value.
retrievedAccount.CreditOnHold = false;
// Update the account record.
service.Update(retrievedAccount);
Console.WriteLine("and updated.");
}
public void ShowCRMVersion()
{
RetrieveVersionRequest versionRequest = new RetrieveVersionRequest();
RetrieveVersionResponse versionResponse =
(RetrieveVersionResponse)CRMOrganizationService.Execute(versionRequest);
Logger(String.Format("Microsoft Dynamics CRM version {0}.", versionResponse.Version));
}
private bool Is2011(IOrganizationService service)
{
//Check if 2011
RetrieveVersionRequest request = new RetrieveVersionRequest();
OrganizationResponse response = service.Execute(request);
return(response.Results["Version"].ToString().StartsWith("5"));
}
/// <summary>
/// Gets the version.
/// </summary>
/// <returns></returns>
public Version GetVersion()
{
var request = new RetrieveVersionRequest();
var response = (RetrieveVersionResponse)_service.Execute(request);
var version = new Version(response.Version);
return(version);
}
public static void Main(IOrganizationService service)
{
var request = new RetrieveVersionRequest();
var response = (RetrieveVersionResponse)service.Execute(request);
var version = new Version(response.Version);
Console.WriteLine("CRM Version is: {0}", version);
}
private static void DisplayDynamicsCrmVersion(IOrganizationService organizationService)
{
// Retrieve the version of Microsoft Dynamics CRM.
RetrieveVersionRequest versionRequest = new RetrieveVersionRequest();
RetrieveVersionResponse versionResponse =
(RetrieveVersionResponse)organizationService.Execute(versionRequest);
Console.WriteLine("Microsoft Dynamics CRM version {0}.", versionResponse.Version);
}
/// <summary>
/// Connects to a Crm server
/// </summary>
/// <param name="parameters">List of parameters</param>
/// <returns>An exception or an IOrganizationService</returns>
private object Connect(List <object> parameters)
{
WebRequest.DefaultWebProxy = WebRequest.GetSystemWebProxy();
var detail = (ConnectionDetail)parameters[0];
SendStepChange("Creating Organization service proxy...");
// Connecting to Crm server
try
{
var service = (OrganizationService)detail.GetOrganizationService();
((OrganizationServiceProxy)service.InnerService).SdkClientVersion = detail.OrganizationVersion;
TestConnection(service);
// If the current connection detail does not contain the web
// application url, we search for it
if (string.IsNullOrEmpty(detail.WebApplicationUrl))
{
var discoService = (DiscoveryService)detail.GetDiscoveryService();
var result = (RetrieveOrganizationResponse)discoService.Execute(new RetrieveOrganizationRequest {
UniqueName = detail.Organization
});
detail.WebApplicationUrl = result.Detail.Endpoints[EndpointType.WebApplication];
}
// We search for organization version
var vRequest = new RetrieveVersionRequest();
var vResponse = (RetrieveVersionResponse)service.Execute(vRequest);
detail.OrganizationVersion = vResponse.Version;
var currentConnection = ConnectionsList.Connections.FirstOrDefault(x => x.ConnectionId == detail.ConnectionId);
if (currentConnection != null)
{
currentConnection.WebApplicationUrl = detail.WebApplicationUrl;
currentConnection.OrganizationVersion = vResponse.Version;
currentConnection.SavePassword = detail.SavePassword;
detail.CopyPasswordTo(currentConnection);
}
detail.LastUsedOn = DateTime.Now;
SaveConnectionsFile();
return(service);
}
catch (Exception error)
{
return(error);
}
}
private bool IsSupportWebResourceDependency()
{
var request = new RetrieveVersionRequest();
var response = (RetrieveVersionResponse)CrmServiceClient.Execute(request);
var version = new Version(response.Version);
if (version >= new Version("9.0"))
{
return(true);
}
return(false);
}
public void getEntityMetaData()
{
IOrganizationService service = CRMHelper.ConnectToMSCRM();
RetrieveVersionRequest versionReq = new RetrieveVersionRequest();
RetrieveVersionResponse resp = (RetrieveVersionResponse)service.Execute(versionReq);
//assigns the version to a string
string VersionNumber = resp.Version;
bool isKeyCompatibleVersion = isCompatibleVersion(VersionNumber);
MetadataFilterExpression EntityFilter = new MetadataFilterExpression(LogicalOperator.And);
EntityFilter.Conditions.Add(new MetadataConditionExpression("LogicalName", MetadataConditionOperator.Equals, "contact"));
MetadataPropertiesExpression EntityProperties = new MetadataPropertiesExpression()
{
AllProperties = false
};
EntityProperties.PropertyNames.AddRange(new string[] { "Attributes", "OneToManyRelationships", "LogicalName", "DisplayName", "PrimaryIdAttribute", "PrimaryNameAttribute" });
if (isKeyCompatibleVersion)
{
EntityProperties.PropertyNames.Add("Keys");
}
MetadataPropertiesExpression AttributeProperties = new MetadataPropertiesExpression()
{
AllProperties = false
};
AttributeProperties.PropertyNames.AddRange("AttributeType", "LogicalName", "DisplayName", "SchemaName", "AttributeType", "IsPrimaryName", "IsValidForUpdate", "OptionSet");
EntityQueryExpression entityQueryExpression = new EntityQueryExpression()
{
Criteria = EntityFilter,
Properties = EntityProperties,
AttributeQuery = new AttributeQueryExpression()
{
Properties = AttributeProperties
}//,
//RelationshipQuery = new RelationshipQueryExpression() { Properties = new MetadataPropertiesExpression() { AllProperties = true} }
};
RetrieveMetadataChangesRequest req = new RetrieveMetadataChangesRequest()
{
Query = entityQueryExpression
};
var response = (RetrieveMetadataChangesResponse)service.Execute(req);
}
public Version GetCrmVersion()
{
if (Service is CrmServiceClient client)
{
return(client.ConnectedOrgVersion);
}
else
{
var request = new RetrieveVersionRequest();
var response = (RetrieveVersionResponse)Service.Execute(request);
return(new Version(response.Version));
}
}
/// <summary>
/// Checks the current CRM version.
/// If it is anything lower than 7.1.0.0, prompt to upgrade.
/// </summary>
private bool CheckCRMVersion()
{
RetrieveVersionRequest crmVersionReq = new RetrieveVersionRequest();
RetrieveVersionResponse crmVersionResp = (RetrieveVersionResponse)_serviceProxy.Execute(crmVersionReq);
if (String.CompareOrdinal("7.1.0.0", crmVersionResp.Version) < 0)
{
return(true);
}
else
{
Console.WriteLine("This sample cannot be run against the current version of CRM.");
Console.WriteLine("Upgrade your CRM instance to the latest version to run this sample.");
return(false);
}
}
public void Experiment_For_Crm_Version_Request()
{
var connectionString = ConfigurationManager.ConnectionStrings["CrmOrganisation"];
var serviceProvider = new CrmServiceProvider(new ExplicitConnectionStringProviderWithFallbackToConfig()
{
OrganisationServiceConnectionString = connectionString.ConnectionString
},
new CrmClientCredentialsProvider());
var orgService = serviceProvider.GetOrganisationService();
using (orgService as IDisposable)
{
var req = new RetrieveVersionRequest();
var resp = (RetrieveVersionResponse)orgService.Execute(req);
//assigns the version to a string
string versionNumber = resp.Version;
Console.WriteLine(versionNumber);
}
}
public Context Generate(IOrganizationService service, Guid selectedUserId)
{
var xrmContext = new XrmServiceContext(service);
var userRoles = xrmContext.CreateQuery(SystemUserRoles.EntityLogicalName)
.Where(e => e.GetAttributeValue <EntityReference>(SystemUserRoles.Fields.SystemUserId).Id == selectedUserId)
.Select(e => e.GetAttributeValue <Guid?>(SystemUserRoles.Fields.RoleId).GetValueOrDefault()).ToList();
var userSettings = xrmContext.CreateQuery(UserSettings.EntityLogicalName)
.Where(e => e.GetAttributeValue <EntityReference>(UserSettings.Fields.SystemUserIdId).Id == selectedUserId)
.Select(e => e).FirstOrDefault();
var user = xrmContext.CreateQuery(User.EntityLogicalName)
.Where(e => e.GetAttributeValue <Guid?>(SystemUserRoles.Fields.SystemUserId) == selectedUserId)
.Select(e => e).FirstOrDefault();
var organisation = xrmContext.CreateQuery(Organization.EntityLogicalName)
.Select(e => e).FirstOrDefault();
var theme = xrmContext.CreateQuery(Theme.EntityLogicalName)
.Where(e => e.GetAttributeValue <bool?>(Theme.Fields.DefaultTheme) == true)
.Select(e => e).FirstOrDefault();
var versionRequest = new RetrieveVersionRequest();
var version = ((RetrieveVersionResponse)service.Execute(versionRequest)).Version;
return
(new Context
{
UserId = user?.GetAttributeValue <Guid?>(User.Fields.UserId) ?? Guid.Empty,
Username = user?.GetAttributeValue <string>(User.Fields.UserName),
UserFullName = user?.GetAttributeValue <string>(User.Fields.FullName),
IsGuidedHelpEnabled = userSettings?
.GetAttributeValue <bool?>(UserSettings.Fields.EnableDefaultGuidedHelp) ?? false,
UserLanguageCode = userSettings?.GetAttributeValue <int?>(UserSettings.Fields.UILanguageId) ?? 1033,
TimeZoneBias = userSettings?.GetAttributeValue <int?>(UserSettings.Fields.TimeZoneBias) ?? 0,
UserRoles = userRoles,
OrganisationUrl = organisation?.GetAttributeValue <string>(Organization.Fields.ExternalBaseURL),
IsAutoSaveEnabled = organisation?.GetAttributeValue <bool?>(Organization.Fields.AutoSaveEnabled) ?? false,
OrgLanguageCode = organisation?.GetAttributeValue <int?>(Organization.Fields.Language) ?? 1033,
OrganisationName = organisation?.GetAttributeValue <string>(Organization.Fields.OrganizationName),
ThemeName = theme?.GetAttributeValue <string>(Theme.Fields.ThemeName),
CrmVersion = version
});
}
private void Connect_Click(object sender, RoutedEventArgs e)
{
if (string.IsNullOrEmpty(Name.Text))
{
MessageBox.Show("Enter A Name");
return;
}
if (string.IsNullOrEmpty(ConnString.Text))
{
MessageBox.Show("Enter A Connection String");
return;
}
try
{
CrmConnection connection = CrmConnection.Parse(ConnString.Text);
using (OrganizationService orgService = new OrganizationService(connection))
{
WhoAmIRequest wRequest = new WhoAmIRequest();
WhoAmIResponse wResponse = (WhoAmIResponse)orgService.Execute(wRequest);
OrgId = wResponse.OrganizationId.ToString();
RetrieveVersionRequest vRequest = new RetrieveVersionRequest();
RetrieveVersionResponse vResponse = (RetrieveVersionResponse)orgService.Execute(vRequest);
Version = vResponse.Version;
ConnectionName = Name.Text;
ConnectionString = ConnString.Text;
DialogResult = true;
Close();
}
}
catch (Exception)
{
//TODO: handle error
MessageBox.Show("Error Connecting to CRM");
}
}
/// <summary>
/// Connects to a Crm server
/// </summary>
/// <param name="parameters">List of parameters</param>
/// <returns>An exception or an IOrganizationService</returns>
private object Connect(List <object> parameters)
{
WebRequest.DefaultWebProxy = WebRequest.GetSystemWebProxy();
var detail = (ConnectionDetail)parameters[0];
SendStepChange("Creating Organization service proxy...");
// Connecting to Crm server
try
{
var connection = CrmConnection.Parse(detail.GetOrganizationCrmConnectionString());
var service = new OrganizationService(connection);
((OrganizationServiceProxy)service.InnerService).SdkClientVersion = detail.OrganizationVersion;
TestConnection(service);
var vRequest = new RetrieveVersionRequest();
var vResponse = (RetrieveVersionResponse)service.Execute(vRequest);
detail.OrganizationVersion = vResponse.Version;
var currentConnection = ConnectionsList.Connections.FirstOrDefault(x => x.ConnectionId == detail.ConnectionId);
if (currentConnection != null)
{
currentConnection.OrganizationVersion = vResponse.Version;
currentConnection.SavePassword = detail.SavePassword;
currentConnection.UserPassword = detail.UserPassword;
}
SaveConnectionsFile(ConnectionsList);
return(service);
}
catch (Exception error)
{
return(error);
}
}
/// <summary>
/// The Connect() method first connects to the organization service.
/// </summary>
/// <param name="connectionString">Provides service connection information.</param>
/// <param name="promptforDelete">When True, the user will be prompted to delete all
/// created entities.</param>
public void Connect(String connectionString, bool promptforDelete)
{
try
{
// Establish a connection to the organization web service.
Print("Connecting to the server ...");
// Connect to the CRM web service using a connection string.
CrmServiceClient conn = new Microsoft.Xrm.Tooling.Connector.CrmServiceClient(connectionString);
// Cast the proxy client to the IOrganizationService interface.
_orgService = (IOrganizationService)conn.OrganizationWebProxyClient != null ? (IOrganizationService)conn.OrganizationWebProxyClient : (IOrganizationService)conn.OrganizationServiceProxy;
Print("connected");
// Obtain information about the logged on user from the web service.
Guid userid = ((WhoAmIResponse)_orgService.Execute(new WhoAmIRequest())).UserId;
SystemUser systemUser = (SystemUser)_orgService.Retrieve("systemuser", userid,
new ColumnSet(new string[] { "firstname", "lastname" }));
Println("Logged on user is " + systemUser.FirstName + " " + systemUser.LastName + ".");
// Retrieve the version of Microsoft Dynamics CRM.
RetrieveVersionRequest versionRequest = new RetrieveVersionRequest();
RetrieveVersionResponse versionResponse =
(RetrieveVersionResponse)_orgService.Execute(versionRequest);
Println("Microsoft Dynamics CRM version " + versionResponse.Version + ".");
//enable the action buttons when a connection is available
this.btnCreate.IsEnabled = true;
this.btnRetrieve.IsEnabled = true;
this.btnUpdate.IsEnabled = true;
this.btnDelete.IsEnabled = true;
}
// Catch any service fault exceptions that Microsoft Dynamics CRM throws.
catch (FaultException <OrganizationServiceFault> )
{
// You can handle an exception here or pass it back to the calling method.
throw;
}
}
public void AddsFakeVersionRequest()
{
var fakedContext = new XrmFakedContext();
var fakedService = fakedContext.GetFakedOrganizationService();
var fakeVersionExecutor = new RetrieveVersionRequestExecutor();
fakedContext.AddFakeMessageExecutor <RetrieveVersionRequest>(fakeVersionExecutor);
var fakeVersionRequest = new RetrieveVersionRequest();
var result = (RetrieveVersionResponse)fakedService.Execute(fakeVersionRequest);
var version = result.Version;
var versionComponents = version.Split('.');
var majorVersion = versionComponents[0];
var minorVersion = versionComponents[1];
#if FAKE_XRM_EASY_9
Assert.True(int.Parse(majorVersion) >= 9);
#elif FAKE_XRM_EASY_365
Assert.True(int.Parse(majorVersion) >= 8);
if (majorVersion == "8")
{
Assert.True(int.Parse(minorVersion) >= 2);
}
#elif FAKE_XRM_EASY_2016
Assert.True(int.Parse(majorVersion) >= 8);
Assert.True(int.Parse(minorVersion) >= 0);
Assert.True(int.Parse(minorVersion) < 2);
#elif FAKE_XRM_EASY_2015
Assert.True(version.StartsWith("7"));
#elif FAKE_XRM_EASY_2013
Assert.True(version.StartsWith("6"));
#elif FAKE_XRM_EASY
Assert.True(version.StartsWith("5"));
#endif
}
private string GetCurrentVersion()
{
TracingService.Trace("{0} - Inside GetCurrentVersion", className);
string currentVersion = string.Empty;
RetrieveVersionRequest request = new RetrieveVersionRequest();
TracingService.Trace("{0} - Retrieving Current Dynamics Version Number", className);
RetrieveVersionResponse response = (RetrieveVersionResponse)OrganizationService.Execute(request);
TracingService.Trace("{0} - Retrived Current Dynamics Version Number", className);
if (response != null && response.Results != null && response.Results.Count > 0)
{
currentVersion = response.Version;
}
TracingService.Trace("{0} - Current Version Number is {1}", className, currentVersion);
TracingService.Trace("{0} - Leaving GetCurrentVersion", className);
return(currentVersion);
}
private static void GetConnectionDetails(IOrganizationService service)
{
if (service != null)
{
// Obtain information about the logged on user from the web service.
Guid userid = ((WhoAmIResponse)service.Execute(new WhoAmIRequest())).UserId;
//SystemUser systemUser = (SystemUser)service.Retrieve("systemuser", userid,
// new ColumnSet(new string[] { "firstname", "lastname" }));
var systemUser = (Entity)service.Retrieve("systemuser", userid,
new ColumnSet(new string[] { "firstname", "lastname" }));
Console.WriteLine("Connected...");
Console.WriteLine("Logged on user is {0} {1}.", systemUser.Attributes["firstname"], systemUser.Attributes["lastname"]);
// Retrieve the version of Microsoft Dynamics CRM.
RetrieveVersionRequest versionRequest = new RetrieveVersionRequest();
RetrieveVersionResponse versionResponse =
(RetrieveVersionResponse)service.Execute(versionRequest);
Console.WriteLine("Microsoft Dynamics CRM version {0}.", versionResponse.Version);
}
else
{
Console.WriteLine("Connection failed!");
}
}
[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
// Obtain information about the logged on user from the web service.
Guid userid = ((WhoAmIResponse)service.Execute(new WhoAmIRequest())).UserId;
SystemUser systemUser = (SystemUser)service.Retrieve("systemuser", userid,
new ColumnSet(new string[] { "firstname", "lastname" }));
Console.WriteLine("Logged on user is {0} {1}.", systemUser.FirstName, systemUser.LastName);
// Retrieve the version of Microsoft Dynamics CRM.
RetrieveVersionRequest versionRequest = new RetrieveVersionRequest();
RetrieveVersionResponse versionResponse =
(RetrieveVersionResponse)service.Execute(versionRequest);
Console.WriteLine("Microsoft Dynamics CRM version {0}.", versionResponse.Version);
// Instantiate an account object. Note the use of option set enumerations defined in OptionSets.cs.
// Refer to the Entity Metadata topic in the SDK documentation to determine which attributes must
// be set for each entity.
Account account = new Account {
Name = "Fourth Coffee"
};
account.AccountCategoryCode = new OptionSetValue((int)AccountAccountCategoryCode.PreferredCustomer);
account.CustomerTypeCode = new OptionSetValue((int)AccountCustomerTypeCode.Investor);
// Create an account record named Fourth Coffee.
_accountId = service.Create(account);
Console.Write("{0} {1} created, ", account.LogicalName, account.Name);
// Retrieve the several attributes from the new account.
ColumnSet cols = new ColumnSet(
new String[] { "name", "address1_postalcode", "lastusedincampaign" });
Account retrievedAccount = (Account)service.Retrieve("account", _accountId, cols);
Console.Write("retrieved, ");
// Update the postal code attribute.
retrievedAccount.Address1_PostalCode = "98052";
// The address 2 postal code was set accidentally, so set it to null.
retrievedAccount.Address2_PostalCode = null;
// Shows use of a Money value.
retrievedAccount.Revenue = new Money(5000000);
// Shows use of a Boolean value.
retrievedAccount.CreditOnHold = false;
// Update the account record.
service.Update(retrievedAccount);
Console.WriteLine("and updated.");
#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
// Obtain information about the logged on user from the web service.
Guid userid = ((WhoAmIResponse)service.Execute(new WhoAmIRequest())).UserId;
SystemUser systemUser = (SystemUser)service.Retrieve("systemuser", userid,
new ColumnSet(new string[] { "firstname", "lastname" }));
Console.WriteLine("Logged on user is {0} {1}.", systemUser.FirstName, systemUser.LastName);
// Retrieve the version of Microsoft Dynamics CRM.
RetrieveVersionRequest versionRequest = new RetrieveVersionRequest();
RetrieveVersionResponse versionResponse =
(RetrieveVersionResponse)service.Execute(versionRequest);
Console.WriteLine("Microsoft Dynamics CRM version {0}.", versionResponse.Version);
bool fetchEverything = false;
if (fetchEverything)
{
QueryExpression queGetAllIncidents = new QueryExpression("incident");
queGetAllIncidents.ColumnSet = new ColumnSet(true);
EntityCollection allIncidents = service.RetrieveMultiple(queGetAllIncidents);
WriteToJson(allIncidents.Entities[0], @"entity0.json");
QueryExpression queGetAllContacts = new QueryExpression("contact");
queGetAllContacts.ColumnSet = new ColumnSet(true);
EntityCollection allContacts = service.RetrieveMultiple(queGetAllContacts);
WriteToJson(allContacts, @"contacts.json");
QueryExpression queGetAllAccounts = new QueryExpression("account");
queGetAllAccounts.ColumnSet = new ColumnSet(true);
//queGetAllAccounts.ColumnSet = new ColumnSet(new String[]{ "AccountId", "Name" });
EntityCollection allAccounts = service.RetrieveMultiple(queGetAllAccounts);
WriteToJson(allAccounts, @"accounts.json");
}
//TODO - fetch by name
var incident = new Incident
{
Title = "Testing From Roy",
//PrimaryContactId = new EntityReference("contact", new Guid("{6a9334ad-bd04-ea11-a811-000d3a4a1025}")),
CustomerId = new EntityReference("account", new Guid("{852179cc-e2a6-e911-a97f-000d3a2cba5f}"))
};
var incidentId = service.Create(incident);
ColumnSet cols = new ColumnSet(
new String[] { "title", "new_tguvot_text" });
Incident retrievedIncident = (Incident)service.Retrieve("incident", incidentId, cols);
Console.Write("retrieved, ");
var incidentAttributes = retrievedIncident.Attributes;
incidentAttributes["new_tguvot_text"] = 5;
service.Update(retrievedIncident);
Console.WriteLine("and updated.");
}
#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();
}
}
private void Start_Api(string var, bool start)
{
// The connection to the Organization web service.
OrganizationServiceProxy serviceProxy = null;
EntityReferenceCollection records = null;
// Obtain the target organization's web address and client logon credentials
// from the user by using a helper class.
ServerConnection serverConnect = new ServerConnection();
ServerConnection.Configuration config = serverConnect.GetServerConfiguration();
// Establish an authenticated connection to the Organization web service.
serviceProxy = new OrganizationServiceProxy(config.OrganizationUri, config.HomeRealmUri,
config.Credentials, config.DeviceCredentials);
CRUDOperations app = new CRUDOperations();
// Create any records that must exist in the database. These record references are
// stored in a collection so the records can be deleted later.
records =
app.CreateRequiredEntityRecords(serviceProxy);
// Enable early-bound entity types. This enables use of IntelliSense in Visual Studio
// and avoids spelling errors in attribute names when using the Entity property bag.
serviceProxy.EnableProxyTypes();
// Here we will use the interface instead of the proxy object.
IOrganizationService service = (IOrganizationService)serviceProxy;
// Display information about the logged on user.
Guid userid = ((WhoAmIResponse)service.Execute(new WhoAmIRequest())).UserId;
SystemUser systemUser = (SystemUser)service.Retrieve("systemuser", userid,
new ColumnSet(new string[] { "firstname", "lastname" }));
Console.WriteLine("Logged on user is {0} {1}.", systemUser.FirstName, systemUser.LastName);
// Retrieve the version of Microsoft Dynamics CRM.
RetrieveVersionRequest versionRequest = new RetrieveVersionRequest();
RetrieveVersionResponse versionResponse =
(RetrieveVersionResponse)service.Execute(versionRequest);
Console.WriteLine("Microsoft Dynamics CRM version {0}.", versionResponse.Version);
// Perform the primary operation of this sample.
// Some exceptions to consider catching.
//<snippetCRUDOperations3>
//</snippetCRUDOperations3>
if (start)
{
MyTimer.Interval = (Convert.ToInt32(var) * 60 * 1000); // 1 mins
MyTimer.Tick += (sender2, e2) => MyTimer_Tick(sender2, e2, serviceProxy, records);
MyTimer.Start();
}
else
{
MyTimer.Stop();
}
}
/// <summary>
/// The Run() method first connects to the Organization service. Afterwards,
/// basic create, retrieve, update, and delete entity operations are performed.
/// </summary>
/// <param name="connectionString">Provides service connection information.</param>
/// <param name="promptforDelete">When True, the user will be prompted to delete all
/// created entities.</param>
public void Run(String connectionString, bool promptforDelete)
{
try
{
// Connect to the CRM web service using a connection string.
CrmServiceClient conn = new Xrm.Tooling.Connector.CrmServiceClient(connectionString);
// Cast the proxy client to the IOrganizationService interface.
_orgService = (IOrganizationService)conn.OrganizationWebProxyClient != null ? (IOrganizationService)conn.OrganizationWebProxyClient : (IOrganizationService)conn.OrganizationServiceProxy;
//Create any entity records this sample requires.
CreateRequiredRecords();
// Obtain information about the logged on user from the web service.
Guid userid = ((WhoAmIResponse)_orgService.Execute(new WhoAmIRequest())).UserId;
SystemUser systemUser = (SystemUser)_orgService.Retrieve("systemuser", userid,
new ColumnSet(new string[] { "firstname", "lastname" }));
Console.WriteLine("Logged on user is {0} {1}.", systemUser.FirstName, systemUser.LastName);
// Retrieve the version of Microsoft Dynamics CRM.
RetrieveVersionRequest versionRequest = new RetrieveVersionRequest();
RetrieveVersionResponse versionResponse =
(RetrieveVersionResponse)_orgService.Execute(versionRequest);
Console.WriteLine("Microsoft Dynamics CRM version {0}.", versionResponse.Version);
// Instantiate an account object. Note the use of option set enumerations defined in OptionSets.cs.
// Refer to the Entity Metadata topic in the SDK documentation to determine which attributes must
// be set for each entity.
Account account = new Account {
Name = "Fourth Coffee"
};
account.AccountCategoryCode = new OptionSetValue((int)AccountAccountCategoryCode.PreferredCustomer);
account.CustomerTypeCode = new OptionSetValue((int)AccountCustomerTypeCode.Investor);
// Create an account record named Fourth Coffee.
_accountId = _orgService.Create(account);
Console.Write("{0} {1} created, ", account.LogicalName, account.Name);
// Retrieve the several attributes from the new account.
ColumnSet cols = new ColumnSet(
new String[] { "name", "address1_postalcode", "lastusedincampaign" });
Account retrievedAccount = (Account)_orgService.Retrieve("account", _accountId, cols);
Console.Write("retrieved, ");
// Update the postal code attribute.
retrievedAccount.Address1_PostalCode = "98052";
// The address 2 postal code was set accidentally, so set it to null.
retrievedAccount.Address2_PostalCode = null;
// Shows use of a Money value.
retrievedAccount.Revenue = new Money(5000000);
// Shows use of a Boolean value.
retrievedAccount.CreditOnHold = false;
// Update the account record.
_orgService.Update(retrievedAccount);
Console.WriteLine("and updated.");
// Delete any entity records this sample created.
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;
}
}
private void Connect_Click(object sender, RoutedEventArgs e)
{
if (string.IsNullOrEmpty(Name.Text))
{
MessageBox.Show("Enter A Name");
return;
}
if (string.IsNullOrEmpty(ConnString.Text))
{
MessageBox.Show("Enter A Connection String");
return;
}
try
{
CrmConnection connection = CrmConnection.Parse(ConnString.Text);
using (OrganizationService orgService = new OrganizationService(connection))
{
WhoAmIRequest wRequest = new WhoAmIRequest();
WhoAmIResponse wResponse = (WhoAmIResponse)orgService.Execute(wRequest);
OrgId = wResponse.OrganizationId.ToString();
RetrieveVersionRequest vRequest = new RetrieveVersionRequest();
RetrieveVersionResponse vResponse = (RetrieveVersionResponse)orgService.Execute(vRequest);
Version = vResponse.Version;
ConnectionName = Name.Text;
ConnectionString = ConnString.Text;
DialogResult = true;
Close();
}
}
catch (Exception)
{
//TODO: handle error
MessageBox.Show("Error Connecting to CRM");
}
}
public RetrieveVersionResponse GetVersion()
{
RetrieveVersionRequest versionRequest = new RetrieveVersionRequest();
return((RetrieveVersionResponse)OrganizationService.Execute(versionRequest));
}
public IOrganizationService ConnectService()
{
IOrganizationService organizationService = null;
var connection = ConfigurationManager.ConnectionStrings["CrmConnection"].ConnectionString;
CrmServiceClient serviceClient = new CrmServiceClient(connection);
/*
* Logger.Info("Connected Org Friendly Name : " + serviceClient.ConnectedOrgFriendlyName);
* Logger.Info("CrmConnectOrgUriActual :" + serviceClient.CrmConnectOrgUriActual);
* Logger.Info("Service Is Ready : " + serviceClient.IsReady);
* Logger.Info("Trying to initialise OrganizationServiceProxy");
*/
try
{
if (serviceClient.IsReady)
{
//Logger.Info("Connection is ready : initiating Service Client");
ServicePointManager.SecurityProtocol = SecurityProtocolType.Tls12;
organizationService = (IOrganizationService)serviceClient.OrganizationWebProxyClient != null
? (IOrganizationService)serviceClient.OrganizationWebProxyClient
: (IOrganizationService)serviceClient.OrganizationServiceProxy;
if (organizationService != null)
{
//Logger.Info("Seeking CRM Version");
RetrieveVersionRequest versionRequest = new RetrieveVersionRequest();
RetrieveVersionResponse versionResponse = (RetrieveVersionResponse)organizationService.Execute(versionRequest);
System.Console.WriteLine("Microsoft Dynamics CRM Version {0}", versionResponse.Version);
//Logger.Info("Found CRM Version " + versionResponse.Version);
// Test Call
Guid WhoAmIid = ((WhoAmIResponse)organizationService.Execute(new WhoAmIRequest())).UserId;
if (WhoAmIid != Guid.Empty)
{
Logger.Info("Successful connection to CRM");
//Logger.Info("WhoAmI : " + WhoAmIid);
Entity user = organizationService.Retrieve("systemuser", WhoAmIid, new ColumnSet(true));
if (user != null)
{
Logger.Info("UserName : "******"fullname"));
//Logger.Info("DomainName : " + user.GetAttributeValue<String>("domainname"));
}
else
{
Logger.Info("Unable to get user from CRM : WhoAmI request failed");
}
}
}
}
else
{
Logger.Info("Last CRM Error : " + serviceClient.LastCrmError);
Logger.Info("Last CRM Exception : " + serviceClient.LastCrmException);
Logger.Info("Service was not ready for initialisation : IOrganizationService provision failed. Exiting");
}
}
catch (FaultException <IOrganizationService> ex)
{
Logger.Fatal(ex.Message);
throw;
}
catch (CommunicationException ex)
{
Logger.Fatal(ex.Message);
throw;
}
catch (Exception ex)
{
Logger.Fatal(ex.Message);
throw;
}
return(organizationService);
}
private RetrieveVersionResponse ConnectToCrm(string connectionString)
{
try
{
CrmConnection connection = CrmConnection.Parse(connectionString);
using (OrganizationService orgService = new OrganizationService(connection))
{
WhoAmIRequest wRequest = new WhoAmIRequest();
WhoAmIResponse wResponse = (WhoAmIResponse)orgService.Execute(wRequest);
_logger.WriteToOutputWindow("Connected To CRM Organization: " + wResponse.OrganizationId, Logger.MessageType.Info);
OrgId = wResponse.OrganizationId.ToString();
RetrieveVersionRequest vRequest = new RetrieveVersionRequest();
RetrieveVersionResponse vResponse = (RetrieveVersionResponse)orgService.Execute(vRequest);
_logger.WriteToOutputWindow("Version: " + vResponse.Version, Logger.MessageType.Info);
return vResponse;
}
}
catch (FaultException<OrganizationServiceFault> crmEx)
{
_logger.WriteToOutputWindow("Error Connecting To CRM: " + crmEx.Message + Environment.NewLine + crmEx.StackTrace, Logger.MessageType.Error);
return null;
}
catch (Exception ex)
{
_logger.WriteToOutputWindow("Error Connecting To CRM: " + ex.Message + Environment.NewLine + ex.StackTrace, Logger.MessageType.Error);
return null;
}
}
public void Experiment_For_Crm_Version_Request()
{
var connectionString = ConfigurationManager.ConnectionStrings["CrmOrganisation"];
var serviceProvider = new CrmServiceProvider(new ExplicitConnectionStringProviderWithFallbackToConfig() { OrganisationServiceConnectionString = connectionString.ConnectionString },
new CrmClientCredentialsProvider());
var orgService = serviceProvider.GetOrganisationService();
using (orgService as IDisposable)
{
var req = new RetrieveVersionRequest();
var resp = (RetrieveVersionResponse)orgService.Execute(req);
//assigns the version to a string
string versionNumber = resp.Version;
Console.WriteLine(versionNumber);
}
}
/// <summary>
/// The Run() method first connects to the organization service. Afterwards,
/// basic create, retrieve, update, and delete entity operations are performed.
/// </summary>
/// <param name="connectionString">Provides service connection information.</param>
/// <param name="promptforDelete">When True, the user will be prompted to delete all
/// created entities.</param>
public void Run(String connectionString, bool promptforDelete)
{
try
{
// Establish a connection to the organization web service.
Print("Connecting to the server ...");
Microsoft.Xrm.Client.CrmConnection connection = CrmConnection.Parse(connectionString);
// Obtain an organization service proxy.
// The using statement assures that the service proxy will be properly disposed.
using (_orgService = new OrganizationService(connection))
{
Print("connected");
Print("Authenticating the user ...");
// Create any entity records this sample requires.
CreateRequiredRecords();
// Obtain information about the logged on user from the web service.
Guid userid = ((WhoAmIResponse)_orgService.Execute(new WhoAmIRequest())).UserId;
SystemUser systemUser = (SystemUser)_orgService.Retrieve("systemuser", userid,
new ColumnSet(new string[] { "firstname", "lastname" }));
Println("Logged on user is " + systemUser.FirstName + " " + systemUser.LastName + ".");
// Retrieve the version of Microsoft Dynamics CRM.
RetrieveVersionRequest versionRequest = new RetrieveVersionRequest();
RetrieveVersionResponse versionResponse =
(RetrieveVersionResponse)_orgService.Execute(versionRequest);
Println("Microsoft Dynamics CRM version " + versionResponse.Version + ".");
// Instantiate an account object. Note the use of option set enumerations defined in OptionSets.cs.
// Refer to the Entity Metadata topic in the SDK documentation to determine which attributes must
// be set for each entity.
Account account = new Account { Name = "Fourth Coffee" };
account.AccountCategoryCode = new OptionSetValue((int)AccountAccountCategoryCode.PreferredCustomer);
account.CustomerTypeCode = new OptionSetValue((int)AccountCustomerTypeCode.Investor);
// Create an account record named Fourth Coffee.
_accountId = _orgService.Create(account);
Println(account.LogicalName + " " + account.Name + " created, ");
// Retrieve several attributes from the new account.
ColumnSet cols = new ColumnSet(
new String[] { "name", "address1_postalcode", "lastusedincampaign" });
Account retrievedAccount = (Account)_orgService.Retrieve("account", _accountId, cols);
Print("retrieved, ");
// Update the postal code attribute.
retrievedAccount.Address1_PostalCode = "98052";
// The address 2 postal code was set accidentally, so set it to null.
retrievedAccount.Address2_PostalCode = null;
// Shows use of a Money value.
retrievedAccount.Revenue = new Money(5000000);
// Shows use of a Boolean value.
retrievedAccount.CreditOnHold = false;
// Update the account record.
_orgService.Update(retrievedAccount);
Print("and updated.");
// Delete any entity records this sample created.
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>
/// This method first connects to the Organization service. Afterwards,
/// basic create, retrieve, update, and delete entity operations are performed.
/// </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
{
//<snippetCRUDOperations1>
// Connect to the Organization service.
// The using statement assures that the service proxy will be properly disposed.
using (_serviceProxy = ServerConnection.GetOrganizationProxy(serverConfig) )
{
_serviceProxy.EnableProxyTypes();
_service = (IOrganizationService)_serviceProxy;
CreateRequiredRecords();
ServiceContext svcContext = new ServiceContext(_service);
var accounts = from a in svcContext.AccountSet
select new Account
{
Name = a.Name,
Address1_County = a.Address1_County
};
System.Console.WriteLine("List all accounts in CRM");
System.Console.WriteLine("========================");
foreach (var a in accounts)
{
System.Console.WriteLine(a.Name + " " + a.Address1_County);
}
//</snippetCreateALinqQuery1>
System.Console.WriteLine();
System.Console.WriteLine("<End of Listing>");
System.Console.WriteLine();
var queryContacts = from c in svcContext.ContactSet
select new Contact
{
FirstName = c.FirstName,
LastName = c.LastName,
Address1_City = c.Address1_City
};
System.Console.WriteLine("List all contacts in CRM");
System.Console.WriteLine("=====================================");
foreach (var c in queryContacts)
{
System.Console.WriteLine(c.FirstName + " " +
c.LastName + " " + c.Address1_City);
}
System.Console.WriteLine();
System.Console.WriteLine("<End of Listing>");
System.Console.WriteLine();
// Display information about the logged on user.
Guid userid = ((WhoAmIResponse)_serviceProxy.Execute(new WhoAmIRequest())).UserId;
SystemUser systemUser = (SystemUser)_serviceProxy.Retrieve("systemuser", userid,
new ColumnSet(new string[] {"firstname", "lastname"}));
Console.WriteLine("Logged on user is {0} {1}.", systemUser.FirstName, systemUser.LastName);
// Retrieve the version of Microsoft Dynamics CRM.
RetrieveVersionRequest versionRequest = new RetrieveVersionRequest();
RetrieveVersionResponse versionResponse =
(RetrieveVersionResponse)_serviceProxy.Execute(versionRequest);
Console.WriteLine("Microsoft Dynamics CRM version {0}.", versionResponse.Version);
//<snippetCRUDOperations2>
// Instantiate an account object. Note the use of the option set enumerations defined in OptionSets.cs.
// See the Entity Metadata topic in the SDK documentation to determine
// which attributes must be set for each entity.
Account account = new Account { Name = "Fourth Coffee" };
account.AccountCategoryCode = new OptionSetValue((int)AccountAccountCategoryCode.PreferredCustomer);
account.CustomerTypeCode = new OptionSetValue((int)AccountCustomerTypeCode.Investor);
// Create an account record named Fourth Coffee.
_accountId = _serviceProxy.Create(account);
//</snippetCRUDOperations2>
Console.Write("{0} {1} created, ", account.LogicalName, account.Name);
// Retrieve the account containing several of its attributes.
ColumnSet cols = new ColumnSet(
new String[] { "name", "address1_postalcode", "lastusedincampaign" });
Account retrievedAccount = (Account)_serviceProxy.Retrieve("account", _accountId, cols);
Console.Write("retrieved, ");
// Update the postal code attribute.
retrievedAccount.Address1_PostalCode = "98052";
// The address 2 postal code was set accidentally, so set it to null.
retrievedAccount.Address2_PostalCode = null;
// Shows use of a Money value.
retrievedAccount.Revenue = new Money(5000000);
// Shows use of a Boolean value.
retrievedAccount.CreditOnHold = false;
// Update the account record.
_serviceProxy.Update(retrievedAccount);
Console.WriteLine("and updated.");
DeleteRequiredRecords(promptforDelete);
}
//</snippetCRUDOperations1>
}
// 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>
/// Connects to a Crm server
/// </summary>
/// <param name="parameters">List of parameters</param>
/// <returns>An exception or an IOrganizationService</returns>
private object Connect(List<object> parameters)
{
WebRequest.DefaultWebProxy = WebRequest.GetSystemWebProxy();
var detail = (ConnectionDetail)parameters[0];
SendStepChange("Creating Organization service proxy...");
// Connecting to Crm server
try
{
var service = (OrganizationService)detail.GetOrganizationService();
((OrganizationServiceProxy)service.InnerService).SdkClientVersion = detail.OrganizationVersion;
TestConnection(service);
// If the current connection detail does not contain the web
// application url, we search for it
if (string.IsNullOrEmpty(detail.WebApplicationUrl) || string.IsNullOrEmpty(detail.OrganizationDataServiceUrl))
{
var discoService = (DiscoveryService)detail.GetDiscoveryService();
var result = (RetrieveOrganizationResponse)discoService.Execute(new RetrieveOrganizationRequest { UniqueName = detail.Organization });
detail.WebApplicationUrl = result.Detail.Endpoints[EndpointType.WebApplication];
detail.OrganizationDataServiceUrl = result.Detail.Endpoints[EndpointType.OrganizationDataService];
}
// We search for organization version
var vRequest = new RetrieveVersionRequest();
var vResponse = (RetrieveVersionResponse)service.Execute(vRequest);
detail.OrganizationVersion = vResponse.Version;
var currentConnection = ConnectionsList.Connections.FirstOrDefault(x => x.ConnectionId == detail.ConnectionId);
if (currentConnection != null)
{
currentConnection.WebApplicationUrl = detail.WebApplicationUrl;
currentConnection.OrganizationDataServiceUrl = detail.OrganizationDataServiceUrl;
currentConnection.OrganizationVersion = vResponse.Version;
currentConnection.SavePassword = detail.SavePassword;
detail.CopyPasswordTo(currentConnection);
}
detail.LastUsedOn = DateTime.Now;
SaveConnectionsFile();
return service;
}
catch (Exception error)
{
return error;
}
}
//<snippetCRUDOperations1>
/// <summary>
/// This method performs entity create, retrieve, and update operations.
/// The delete operation is handled in the DeleteRequiredrecords() method.
/// </summary>
/// <param name="serviceProxy">An established connection to the Organization web service.</param>
/// <param name="records">A collection of entity records created by this sample.</param>
public void Run(OrganizationServiceProxy serviceProxy, EntityReferenceCollection records)
{
// Enable early-bound entity types. This enables use of IntelliSense in Visual Studio
// and avoids spelling errors in attribute names when using the Entity property bag.
serviceProxy.EnableProxyTypes();
// Here we will use the interface instead of the proxy object.
IOrganizationService service = (IOrganizationService)serviceProxy;
// Display information about the logged on user.
Guid userid = ((WhoAmIResponse)service.Execute(new WhoAmIRequest())).UserId;
SystemUser systemUser = (SystemUser)service.Retrieve("systemuser", userid,
new ColumnSet(new string[] { "firstname", "lastname" }));
Console.WriteLine("Logged on user is {0} {1}.", systemUser.FirstName, systemUser.LastName);
// Retrieve the version of Microsoft Dynamics CRM.
RetrieveVersionRequest versionRequest = new RetrieveVersionRequest();
RetrieveVersionResponse versionResponse =
(RetrieveVersionResponse)service.Execute(versionRequest);
Console.WriteLine("Microsoft Dynamics CRM version {0}.", versionResponse.Version);
//<snippetCRUDOperations2>
// Instantiate an account object. Note the use of the option set enumerations defined
// in OptionSets.cs.
Account account = new Account { Name = "Fourth Coffee" };
account.AccountCategoryCode = new OptionSetValue((int)AccountAccountCategoryCode.PreferredCustomer);
account.CustomerTypeCode = new OptionSetValue((int)AccountCustomerTypeCode.Investor);
// Create an account record named Fourth Coffee.
// Save the record reference so we can delete it during cleanup later.
Guid accountId = service.Create(account);
//</snippetCRUDOperations2>
var eref = new EntityReference(Account.EntityLogicalName, accountId);
eref.Name = account.Name;
records.Add(eref);
Console.Write("{0} {1} created, ", account.LogicalName, account.Name);
// Retrieve the account containing several of its attributes. This results in
// better performance compared to retrieving all attributes.
ColumnSet cols = new ColumnSet(
new String[] { "name", "address1_postalcode", "lastusedincampaign" });
Account retrievedAccount = (Account)service.Retrieve("account", accountId, cols);
Console.Write("retrieved, ");
// Update the postal code attribute.
retrievedAccount.Address1_PostalCode = "98052";
// There is no address 2 postal code needed.
retrievedAccount.Address2_PostalCode = null;
// Shows use of a Money value.
retrievedAccount.Revenue = new Money(5000000);
// Shows use of a Boolean value.
retrievedAccount.CreditOnHold = false;
// Update the account record.
service.Update(retrievedAccount);
Console.WriteLine("and updated.");
}
/// <summary>
/// Create and configure the organization service proxy.
/// Create a date/time attribute for account entity with UserLocal behavior.
/// Create an account record.
/// Retrieve the value in the new date/time attribute.
/// Update attribute to set the behavior to DateOnly.
/// Create another account record.
/// Retrieve both the account records to compare the date value retrieved.
/// Use the "ConvertDateandTimeRequest" message to change the behavior for the
/// existing records.
/// Optionally delete/revert any attributes
/// 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();
// Check if you are running the correct version of CRM.
// This sample requires that the CRM version be 7.1.0.xxxx or later.
RetrieveVersionRequest crmVersionReq = new RetrieveVersionRequest();
RetrieveVersionResponse crmVersionResp = (RetrieveVersionResponse)_serviceProxy.Execute(crmVersionReq);
if (String.CompareOrdinal("7.1.0.0", crmVersionResp.Version) < 0)
{
// Create required records for the sample.
CreateRequiredRecords();
// Use the ConvertDateandTimeBehaviorRequest SDK message to change
// the behavior of the date and time values in the custom attribute
// (new_SampleDateTimeAttribute) for the account entity.
ConvertDateAndTimeBehaviorRequest request = new ConvertDateAndTimeBehaviorRequest()
{
Attributes = new EntityAttributeCollection()
{
new KeyValuePair<string, StringCollection>("account", new StringCollection()
{ "new_sampledatetimeattribute" })
},
ConversionRule = DateTimeBehaviorConversionRule.SpecificTimeZone.Value,
TimeZoneCode = 190, // Time zone code for India Standard Time (IST) in CRM
AutoConvert = false // Conversion must be done using ConversionRule
};
// Execute the request
ConvertDateAndTimeBehaviorResponse response = (ConvertDateAndTimeBehaviorResponse)_serviceProxy.Execute(request);
Console.WriteLine("***************************************");
Console.WriteLine("Executed the ConvertDateAndTimeBehaviorRequest SDK message.\n");
// Wait for two seconds to let the async job be created
System.Threading.Thread.Sleep(2000);
if (response.JobId != null)
{
Console.WriteLine("An async job created with ID: {0}", response.JobId.ToString());
}
// Retrieve the job completion details based on the Job ID
ColumnSet cs = new ColumnSet("statecode", "statuscode", "friendlymessage", "message");
Console.WriteLine("Waiting for the async job to complete...\n");
AsyncOperation crmAsyncJob = new AsyncOperation();
while (response.JobId != null && waitCount > 0)
{
// Check to see if the async operation is complete
crmAsyncJob =
(AsyncOperation)_serviceProxy.Retrieve(AsyncOperation.EntityLogicalName,
response.JobId, cs);
if (crmAsyncJob.StateCode.HasValue &&
crmAsyncJob.StateCode.Value == AsyncOperationState.Completed &&
crmAsyncJob.StatusCode.Value == (int)asyncoperation_statuscode.Succeeded)
{
waitCount = 0;
Console.WriteLine("The async job is complete.\n");
Console.WriteLine("****************************");
Console.WriteLine(crmAsyncJob.FriendlyMessage);
Console.WriteLine("****************************");
Console.WriteLine(crmAsyncJob.Message);
Console.WriteLine("****************************\n");
// Retrieve both the account records created earlier to check the date value
Console.WriteLine("Retrieving the date and time values after the conversion...\n");
// Create a column set to define which attributes should be retrieved.
ColumnSet attributes = new ColumnSet(new string[] { "name", "new_sampledatetimeattribute" });
Account retrievedAccount1 = (Account)_serviceProxy.Retrieve(Account.EntityLogicalName, _account1ID, attributes);
Account retrievedAccount2 = (Account)_serviceProxy.Retrieve(Account.EntityLogicalName, _account2ID, attributes);
Console.WriteLine("'{0}' is: {1}", retrievedAccount1.GetAttributeValue<String>("name"), retrievedAccount1.GetAttributeValue<DateTime>("new_sampledatetimeattribute"));
Console.WriteLine("'{0}' is: {1}\n", retrievedAccount2.GetAttributeValue<String>("name"), retrievedAccount2.GetAttributeValue<DateTime>("new_sampledatetimeattribute"));
Console.WriteLine("The behavior converted to DateOnly for account record ('Sample Account 1')\nbased on the specified conversion rule.\n");
Console.WriteLine("No changes to 'Sample Account 2' because it was already DateOnly.\n");
Console.WriteLine("***************************************\n");
}
else
{
waitCount--;
System.Threading.Thread.Sleep(1000);
}
}
// If the async job is taking tool long to process,
// inform the user about the same.
if (waitCount == 0 && crmAsyncJob.StateCode.Value != (AsyncOperationState.Completed))
{
Console.WriteLine("The async job is taking too long to complete. Aborting the sample.");
}
// Prompt the user to delete the records and attribute created by the sample.
DeleteRequiredRecords(promptForDelete);
}
else
{
Console.WriteLine("This sample cannot be run against the current version of CRM.");
Console.WriteLine("Upgrade your CRM instance to the latest version to run this sample.");
}
}