Пример #1
1
        public void SetActive(bool isActive)
        {
            SetStateRequest setStateRequest = new SetStateRequest()
            {
                EntityMoniker = new EntityReference
                {
                    Id          = Id,
                    LogicalName = entityName,
                },
                //State = new OptionSetValue(1),
                //Status = new OptionSetValue(2),
            };

            if (isActive == true)
            {
                setStateRequest.State  = new OptionSetValue((int)StateEnum.Active);
                setStateRequest.Status = new OptionSetValue((int)StatusEnum.Active);
            }
            else
            {
                setStateRequest.State  = new OptionSetValue((int)StateEnum.Inactive);
                setStateRequest.Status = new OptionSetValue((int)StatusEnum.Inactive);
            }

            Connection.Service.Execute(setStateRequest);
        }
Пример #2
0
        private static Entity CreateInvoiceFromOrder(OrganizationServiceContext context, Guid salesOrderId)
        {
            ColumnSet invoiceColumns = new ColumnSet("invoiceid", "totalamount");

            var convertOrderRequest = new ConvertSalesOrderToInvoiceRequest()
            {
                SalesOrderId = salesOrderId,
                ColumnSet    = invoiceColumns
            };

            var convertOrderResponse = (ConvertSalesOrderToInvoiceResponse)context.Execute(convertOrderRequest);

            var invoice = convertOrderResponse.Entity;

            var setStateRequest = new SetStateRequest()
            {
                EntityMoniker = invoice.ToEntityReference(),
                State         = new OptionSetValue(2),
                Status        = new OptionSetValue(100001)
            };

            var setStateResponse = (SetStateResponse)context.Execute(setStateRequest);

            invoice = context.CreateQuery("invoice").Where(i => i.GetAttributeValue <Guid>("invoiceid") == convertOrderResponse.Entity.Id).FirstOrDefault();

            return(invoice);
        }
        /// <summary>
        /// Deletes the custom entity record that was created for this sample.
        /// <param name="prompt">Indicates whether to prompt the user
        /// to delete the entity created in this sample.</param>
        /// </summary>
        public static void DeleteRequiredRecords(CrmServiceClient service, bool prompt)
        {
            bool deleteRecords = true;

            if (prompt)
            {
                Console.WriteLine("\nDo you want the system user record enabled? (y/n)");
                String answer = Console.ReadLine();

                deleteRecords = (answer.StartsWith("y") || answer.StartsWith("Y"));
            }

            if (deleteRecords)
            {
                SetStateRequest request = new SetStateRequest()
                {
                    EntityMoniker = new EntityReference(SystemUser.EntityLogicalName,
                                                        _userId),
                    //sets the user to enabled
                    State = new OptionSetValue(0),
                    // required by request but always valued at -1 in this context
                    Status = new OptionSetValue(-1)
                };
                service.Execute(request);

                Console.WriteLine("System user has been enabled.");
            }
        }
        internal void DeactivateTask(string requestId, string taskId, IOrganizationService service)
        {
            try
            {
                QueryExpression query = new QueryExpression("pp_signicatdocurl");
                query.ColumnSet = new ColumnSet(false);
                query.Criteria.AddCondition("new_name", ConditionOperator.Equal, taskId);
                query.Criteria.AddCondition("pp_sdsurl", ConditionOperator.Contains, requestId);
                var result = service.RetrieveMultiple(query);

                if (result.Entities.Count == 1)
                {
                    var             task            = result.Entities[0].ToEntityReference();
                    SetStateRequest setStateRequest = new SetStateRequest()
                    {
                        EntityMoniker = new EntityReference
                        {
                            Id          = task.Id,
                            LogicalName = task.LogicalName,
                        },
                        State  = new OptionSetValue(1),
                        Status = new OptionSetValue(2)
                    };
                    service.Execute(setStateRequest);
                }
            }
            catch (Exception ex)
            {
                throw new Exception(ex.Message);
            }
        }
        public void PerformTestSetup()
        {
            MessageName = "Close";

            var quoteEntity = EntityFactory.CreateQuote();

            var quoteClose = new Entity("quoteclose");

            quoteClose["subject"] = "DummyQuoteClose";
            quoteClose["quoteid"] = quoteEntity.ToEntityReference();

            var setStateRequest = new SetStateRequest
            {
                EntityMoniker = quoteEntity.ToEntityReference(),
                State         = new OptionSetValue(1),
                Status        = new OptionSetValue(2)
            };

            OrganizationService.Execute(setStateRequest);

            CloseQuoteRequest = new CloseQuoteRequest
            {
                QuoteClose = quoteClose,
                Status     = new OptionSetValue(5),
            };
        }
Пример #6
0
        public void When_set_state_request_is_called_an_entity_is_updated()
        {
            var context = new XrmFakedContext();

            context.ProxyTypesAssembly = Assembly.GetExecutingAssembly();
            var service = context.GetFakedOrganizationService();

            var c = new Contact()
            {
                Id = Guid.NewGuid()
            };

            context.Initialize(new[] { c });

            var request = new SetStateRequest
            {
                EntityMoniker = c.ToEntityReference(),
                State         = new OptionSetValue(69),
                Status        = new OptionSetValue(6969),
            };

            var response = service.Execute(request);

            //Retrieve record after update
            var contact = (from con in context.CreateQuery <Contact>()
                           where con.Id == c.Id
                           select con).FirstOrDefault();

            Assert.Equal((int)contact.StateCode.Value, 69);
            Assert.Equal((int)contact.StatusCode.Value, 6969);
        }
Пример #7
0
        private SetStateRequest GerarRequestInativacao(Entity entity, int status)
        {
            int stateCode;

            if (status == 0)
            {
                //Ativar
                stateCode = 0;
                status    = 1;
            }
            else
            {
                //Inativar
                stateCode = 1;
                status    = 2;
            }

            SetStateRequest state = new SetStateRequest();

            state.State         = new OptionSetValue(stateCode);
            state.Status        = new OptionSetValue(status);
            state.EntityMoniker = new EntityReference(entity.LogicalName, entity.Id);

            return(state);
        }
Пример #8
0
        public void updateAllProductToActive()
        {
            IOrganizationService service = CRMHelper.ConnectToMSCRM();
            QueryExpression      query   = new QueryExpression("product");

            query.ColumnSet = new ColumnSet(new string[] { "name" });
            query.Criteria.AddCondition("statecode", ConditionOperator.Equal, 2);
            query.Criteria.AddCondition("createdon", ConditionOperator.Yesterday);
            EntityCollection productentityList = service.RetrieveMultiple(query);

            Console.WriteLine("Total Product to be Procceed are : " + productentityList.Entities.Count);
            int counter = 0;

            foreach (Entity Item in productentityList.Entities)
            {
                SetStateRequest publishRequest = new SetStateRequest
                {
                    EntityMoniker = new EntityReference(Item.LogicalName, Item.Id),
                    State         = new OptionSetValue(0),
                    Status        = new OptionSetValue(1)
                };
                service.Execute(publishRequest);
                counter++;

                if (counter % 100 == 0)
                {
                    Console.WriteLine("Total Product Updated are : " + counter);
                }
            }
        }
Пример #9
0
        protected override void Execute(CodeActivityContext context)
        {
            IWorkflowContext            workFlowContext = context.GetExtension <IWorkflowContext>();
            IOrganizationServiceFactory factory         = context.GetExtension <IOrganizationServiceFactory>();

            _crmService = factory.CreateOrganizationService(null);

            Guid contractId = workFlowContext.PrimaryEntityId;

            RenewContractRequest contractReq = new RenewContractRequest();

            contractReq.ContractId           = contractId;
            contractReq.IncludeCanceledLines = false;
            contractReq.Status = 1;

            RenewContractResponse contractResp = (RenewContractResponse)_crmService.Execute(contractReq);

            if (contractResp != null)
            {
                Entity contract = contractResp.Entity;
                if (contract.Contains(CrmFields.UpdateContractLine))
                {
                    Boolean updateContractAfterRenewal = contract.GetAttributeValue <bool>(CrmFields.UpdateContractLine);
                    if (updateContractAfterRenewal != true)
                    {
                        SetStateRequest req = new SetStateRequest();
                        req.EntityMoniker = contract.ToEntityReference();
                        req.State         = new OptionSetValue(1);
                        req.Status        = new OptionSetValue(2);
                        _crmService.Execute(req);
                    }
                }
            }
        }
Пример #10
0
        /// <summary>
        /// Deletes the custom entity record that was created for this sample.
        /// <param name="prompt">Indicates whether to prompt the user
        /// to delete the entity created in this sample.</param>
        /// </summary>
        public static void DeleteRequiredRecords(CrmServiceClient service, bool prompt)
        {
            bool deleteRecords = true;

            if (prompt)
            {
                Console.WriteLine("\nDo you want these entity records deleted? (y/n)");
                String answer = Console.ReadLine();

                deleteRecords = (answer.StartsWith("y") || answer.StartsWith("Y"));
            }

            if (deleteRecords)
            {
                // Deactivate, and then delete the workflow.
                SetStateRequest deactivateRequest = new SetStateRequest
                {
                    EntityMoniker = new EntityReference(Workflow.EntityLogicalName, _workflowId),
                    State         = new OptionSetValue((int)WorkflowState.Draft),
                    Status        = new OptionSetValue((int)workflow_statuscode.Draft)
                };
                service.Execute(deactivateRequest);
                service.Delete(Workflow.EntityLogicalName, _workflowId);
                Console.WriteLine("The workflow has been deactivated, and deleted.");
            }
        }
Пример #11
0
        /// <summary>
        /// Sets the state.
        /// </summary>
        /// <param name="state">The state.</param>
        /// <param name="status">The status.</param>
        /// <param name="entityId">The entity identifier.</param>
        /// <param name="entityType">Type of the entity.</param>
        /// <returns>Result.</returns>
        public Result SetState(int state, int status, Guid entityId, string entityType)
        {
            try
            {
                logSystem.CreateLog("SetState Rrequest: Type: " + entityType + ", ID : " + entityId + ", State :" + state + ", Status :" + status
                                    , System.Diagnostics.EventLogEntryType.Information);

                // Create the Request Object
                SetStateRequest stateRequest = new SetStateRequest();

                // Set the Request Object's Properties
                stateRequest.State  = new OptionSetValue(state);
                stateRequest.Status = new OptionSetValue(status);

                // Point the Request to the case whose state is being changed
                stateRequest.EntityMoniker = new EntityReference(entityType, entityId);

                // Execute the Request
                SetStateResponse stateSet = (SetStateResponse)xrmService.Execute(stateRequest);


                return(Execute <SetStateRequest, SetStateResponse>(stateRequest));
            }
            catch (Exception ex)
            {
                return(new Result(true,
                                  MethodBase.GetCurrentMethod().ToString() + " : " + ExceptionHandler.HandleException(ex),
                                  null, logSystem));
            }
        }
Пример #12
0
        private bool FindAndDeactivateEntity(DateTime date)
        {
            using (var orgContext = new OrganizationServiceContext(this.service))
            {
                var currencyFromCrm = (from i in orgContext.CreateQuery <new_exchangerates>()
                                       where i.new_date < date &&
                                       i.statecode == new_exchangeratesState.Active
                                       select i).ToList();

                if (currencyFromCrm.Count == 0)
                {
                    return(false);
                }

                // деактивация устаревших курсов State = Close

                foreach (var item in currencyFromCrm)
                {
                    SetStateRequest deactivateRequest = new SetStateRequest()
                    {
                        EntityMoniker = new EntityReference(new_exchangerates.EntityLogicalName, item.Id),
                        State         = new OptionSetValue(1),
                        Status        = new OptionSetValue(-1)
                    };
                    orgContext.Execute(deactivateRequest);
                }
                return(true);
            }
        }
Пример #13
0
        /// <summary>
        /// Deletes any entity records that were created for this sample.
        /// <param name="prompt">Indicates whether to prompt the user
        /// to delete the records created in this sample.</param>
        /// </summary>
        public void DeleteRequiredRecords(bool prompt)
        {
            bool toBeDeleted = true;

            if (prompt)
            {
                // Ask the user if the created entities should be deleted.
                Console.Write("\nDo you want these entity records deleted? (y/n) [y]: ");
                String answer = Console.ReadLine();
                if (answer.StartsWith("y") ||
                    answer.StartsWith("Y") ||
                    answer == String.Empty)
                {
                    toBeDeleted = true;
                }
                else
                {
                    toBeDeleted = false;
                }
            }

            if (toBeDeleted)
            {
                // Deactivate and delete workflow
                SetStateRequest deactivateRequest = new SetStateRequest
                {
                    EntityMoniker = new EntityReference(Workflow.EntityLogicalName, _workflowId),
                    State         = new OptionSetValue((int)WorkflowState.Draft),
                    Status        = new OptionSetValue((int)workflow_statuscode.Draft)
                };
                _serviceProxy.Execute(deactivateRequest);
                _serviceProxy.Delete(Workflow.EntityLogicalName, _workflowId);
                Console.WriteLine("Workflow has been deactivated and deleted.");
            }
        }
Пример #14
0
        /// <summary>
        /// Deletes any entity records that were created for this sample.
        /// <param name="prompt">Indicates whether to prompt the user
        /// to delete the records created in this sample.</param>
        /// </summary>
        public void DeleteRequiredRecords(bool prompt)
        {
            bool deleteRecords = true;

            if (prompt)
            {
                Console.WriteLine("\nDo you want these entity records deleted? (y/n) [y]: ");
                String answer = Console.ReadLine();

                deleteRecords = (answer.StartsWith("y") || answer.StartsWith("Y") || answer == String.Empty);
            }

            if (deleteRecords)
            {
                // Deactivate the dialog, and then delete it.
                SetStateRequest deactivateRequest = new SetStateRequest
                {
                    EntityMoniker = new EntityReference(Workflow.EntityLogicalName, _dialogId),
                    State         = new OptionSetValue((int)WorkflowState.Draft),
                    Status        = new OptionSetValue(1),
                };
                _serviceProxy.Execute(deactivateRequest);
                _serviceProxy.Delete(Workflow.EntityLogicalName, _dialogId);
                Console.WriteLine("Entity records have been deleted.");
            }
        }
Пример #15
0
        public Boolean AlterarStatus(Guid itbc_mensagemid, int status)
        {
            int stateCode;

            if (status == 0)
            {
                //Ativar
                stateCode = 0;
                status    = 1;
            }
            else
            {
                //Inativar
                stateCode = 1;
                status    = 2;
            }

            SetStateRequest request = new SetStateRequest
            {
                EntityMoniker = new EntityReference("itbc_mensagem", itbc_mensagemid),
                State         = new OptionSetValue(stateCode),
                Status        = new OptionSetValue(status)
            };

            SetStateResponse resp = (SetStateResponse)this.Execute(request);

            if (resp != null)
            {
                return(true);
            }

            return(false);
        }
Пример #16
0
        /// <summary>
        /// Deletes/reverts any entity records that were created for this sample.
        /// <param name="prompt">Indicates whether to prompt the user
        /// to delete/revert the records created in this sample.</param>
        /// </summary>
        public void DeleteRequiredRecords(bool prompt)
        {
            bool deleteRecords = true;

            if (prompt)
            {
                Console.Write("\nDo you want these entity records deleted/reverted? (y/n) [y]: ");
                String answer = Console.ReadLine();

                deleteRecords = (answer.StartsWith("y") || answer.StartsWith("Y") || answer == String.Empty);
            }

            if (deleteRecords)
            {
                SetStateRequest request = new SetStateRequest()
                {
                    EntityMoniker = new EntityReference(SystemUser.EntityLogicalName,
                                                        _userId),
                    //sets the user to enabled
                    State = new OptionSetValue(0),
                    // required by request but always valued at -1 in this context
                    Status = new OptionSetValue(-1)
                };
                _serviceProxy.Execute(request);
                Console.WriteLine("User account is enabled back again.");
            }
        }
Пример #17
0
        private static void SetState(CrmServiceClient service, EntityReference caseReference)
        {
            // Create the Request Object
            var state = new SetStateRequest();

            // Set the Request Object's Properties
            state.State  = new OptionSetValue((int)IncidentState.Active);
            state.Status =
                new OptionSetValue((int)incident_statuscode.WaitingforDetails);

            // Point the Request to the case whose state is being changed
            state.EntityMoniker = caseReference;

            // Execute the Request
            var stateSet = (SetStateResponse)service.Execute(state);

            // Check if the state was successfully set
            Incident incident = service.Retrieve(Incident.EntityLogicalName,
                                                 _caseIncidentId, new ColumnSet(allColumns: true)).ToEntity <Incident>();

            if (incident.StatusCode.Value == (int)incident_statuscode.WaitingforDetails)
            {
                Console.WriteLine("Record state set successfully.");
            }
            else
            {
                Console.WriteLine("The request to set the record state failed.");
            }
        }
Пример #18
0
        //Created By : Raphael Herrera, Created On : 1/11/2017

        /*Purpose: Cancel Vehicle Adjustment record. Delete all adjusted vehicle details records. Set inventory record to available and adjust product quantity count for each adjusted vehicle records.
         * Registration Details:
         * Event/Message:
         *      Pre-Validate/Delete:
         *      Post/Update: gsc_adjustmentvariancestatus
         *      Post/Create:
         * Primary Entity: Vehicle Adjustment/Variance Entry Detail
         */
        public Entity CancelAdjustedVehicle(Entity vehicleAdjustmentEntity)
        {
            _tracingService.Trace("Started CancelAdjustedVehicle Method...");

            EntityCollection adjustedDetailsCollection = CommonHandler.RetrieveRecordsByOneValue("gsc_sls_adjustmentvariancedetail", "gsc_vehicleadjustmentvarianceentryid", vehicleAdjustmentEntity.Id,
                                                                                                 _organizationService, null, OrderType.Ascending, "gsc_inventoryid", "gsc_quantity");

            _tracingService.Trace("Adjusted Details Records retrieved: " + adjustedDetailsCollection.Entities.Count);

            if (adjustedDetailsCollection.Entities.Count > 0)
            {
                foreach (Entity adjustedDetails in adjustedDetailsCollection.Entities)
                {
                    UnallocateVehicleAdjustment(adjustedDetails, vehicleAdjustmentEntity, "Cancel");
                }
            }

            SetStateRequest request = new SetStateRequest
            {
                EntityMoniker = new EntityReference("gsc_sls_vehicleadjustmentvarianceentry", vehicleAdjustmentEntity.Id),
                State         = new OptionSetValue(1),
                Status        = new OptionSetValue(2)
            };

            _organizationService.Execute(request);

            _tracingService.Trace("Started CancelAdjustedVehicle Method...");
            return(vehicleAdjustmentEntity);
        }
Пример #19
0
        private void UpdateSupplementalExpenses(List <Entity> supplementalExpenses)
        {
            //Update Expense Records with reference to payment record
            var stateCode  = new OptionSetValue();
            var statusCode = new OptionSetValue();

            foreach (var expense in supplementalExpenses)
            {
                SetStateRequest setStateRequest = new SetStateRequest()
                {
                    EntityMoniker = new EntityReference
                    {
                        Id          = expense.Id,
                        LogicalName = "educ_exoense",
                    },
                    State  = new OptionSetValue(1),
                    Status = new OptionSetValue(610410006)
                };
                organizationService.Execute(setStateRequest);

                //If not suplemental, set statuscode to Suplemental Recorded
                //if (expense.GetAttributeValue<OptionSetValue>("educ_supplementalexpense").Value == 610410000)
                //    expense["statuscode"] = new OptionSetValue(610410006);

                //organizationService.Update(expense);
            }
        }
Пример #20
0
        private bool FindAndDeactivateEntity(DateTime date)
        {
            using (var orgContext = new OrganizationServiceContext(this.service))
            {
                var currencyFromCrm = (from i in orgContext.CreateQuery <sl_ExchangeRate>()
                                       where i.sl_RelevanceDate < date.ToUniversalTime().AddHours(_ToCrmUTCDate) &&
                                       i.statecode == sl_ExchangeRateState.Active
                                       select i).ToList();

                if (currencyFromCrm.Count == 0)
                {
                    return(true);
                }

                // деактивация устаревших курсов State = Close

                foreach (var item in currencyFromCrm)
                {
                    SetStateRequest deactivateRequest = new SetStateRequest()
                    {
                        EntityMoniker = new EntityReference(sl_ExchangeRate.EntityLogicalName, item.Id),
                        State         = new OptionSetValue(1),
                        Status        = new OptionSetValue(-1)
                    };
                    orgContext.Execute(deactivateRequest);
                }
                return(true);
            }
        }
        public Entity CreateContract()
        {
            var contactEntity = CreateContact();

            var entity = new Entity("contract")
            {
                Id = Guid.NewGuid()
            };

            entity["title"] = "DummyContract";
            entity["contracttemplateid"] = crmReader.GetContractTemplateId();
            entity["billingcustomerid"]  = contactEntity.ToEntityReference();
            entity["customerid"]         = contactEntity.ToEntityReference();
            entity["billingstarton"]     = DateTime.Now;
            entity["billingendon"]       = DateTime.Now.AddYears(1);
            entity["activeon"]           = DateTime.Now;
            entity["expireson"]          = DateTime.Now.AddYears(1);

            organizationService.Create(entity);

            CreateContractLine(entity.ToEntityReference());

            var setStateRequest = new SetStateRequest
            {
                EntityMoniker = entity.ToEntityReference(),
                State         = new OptionSetValue(1),
                Status        = new OptionSetValue(2)
            };

            organizationService.Execute(setStateRequest);

            return(entity);
        }
        /// <summary>
        /// Deletes the custom entity record that was created for this sample.
        /// <param name="prompt">Indicates whether to prompt the user
        /// to delete the entity created in this sample.</param>
        /// </summary>
        public static void DeleteRequiredRecords(CrmServiceClient service, bool prompt)
        {
            bool deleteRecords = true;

            if (prompt)
            {
                Console.WriteLine("\nDo you want these entity records deleted? (y/n)");
                String answer = Console.ReadLine();

                deleteRecords = (answer.StartsWith("y") || answer.StartsWith("Y"));
            }

            if (deleteRecords)
            {
                SetStateRequest setStateRequest = new SetStateRequest()
                {
                    EntityMoniker =
                        new EntityReference(Workflow.EntityLogicalName, _workflowId),
                    State  = new OptionSetValue((int)WorkflowState.Draft),
                    Status = new OptionSetValue(1)
                };
                service.Execute(setStateRequest);

                service.Delete(Workflow.EntityLogicalName, _workflowId);
                service.Delete(Lead.EntityLogicalName, _leadId);
                service.Delete(AsyncOperation.EntityLogicalName, _asyncOperationId);
                Console.WriteLine("Entity records have been deleted.");
            }
        }
Пример #23
0
        public Boolean AlterarSituacao(Guid ArquivoDeSelloutId, int status)
        {
            int stateCode;

            if (status == 0)
            {
                //Ativar
                stateCode = 0;
                status    = 1;
            }
            else
            {
                //Inativar
                stateCode = 1;
                status    = 2;
            }


            SetStateRequest request = new SetStateRequest
            {
                EntityMoniker = new EntityReference("itbc_arquivodesellout", ArquivoDeSelloutId),
                State         = new OptionSetValue(stateCode),
                Status        = new OptionSetValue(status)
            };

            SetStateResponse resp = (SetStateResponse)this.Execute(request);

            if (resp != null)
            {
                return(true);
            }

            return(false);
        }
Пример #24
0
        public void UpdateEntityState(IEnumerable <EditableGridModel> records)
        {
            ExecuteMultipleRequest requestWithoutResults = XrmMultipleRequestHelper.CreateRequest();


            foreach (EditableGridModel item in records)
            {
                SetStateRequest request = new SetStateRequest
                {
                    EntityMoniker = new EntityReference(item.Entity, item.Id),
                    // Sets the record to disabled.
                    State = new OptionSetValue(0),
                    // Required by request but always valued at -1 in this context.
                    Status = new OptionSetValue(-1)
                };

                if (item.Records.FirstOrDefault().Value == "disable")
                {
                    request.State = new OptionSetValue(1);
                }


                request.Status = new OptionSetValue(-1);

                _service.ServiceContext.Execute(request);
            }
        }
Пример #25
0
        public Boolean AlterarStatus(Guid acessoKonvivaId, int status)
        {
            int stateCode;

            if (status == (int)Domain.Enum.AcessoKonviva.StateCode.Ativo)
            {
                //Ativar
                stateCode = (int)Domain.Enum.AcessoKonviva.StateCode.Ativo;
                status    = (int)Domain.Enum.AcessoKonviva.StatusCode.Ativo;
            }
            else
            {
                //Inativar
                stateCode = (int)Domain.Enum.AcessoKonviva.StateCode.Inativo;
                status    = (int)Domain.Enum.AcessoKonviva.StatusCode.Inativo;
            }

            SetStateRequest request = new SetStateRequest
            {
                EntityMoniker = new EntityReference("itbc_acessoaokonviva", acessoKonvivaId),
                State         = new OptionSetValue(stateCode),
                Status        = new OptionSetValue(status)
            };

            SetStateResponse resp = (SetStateResponse)this.Execute(request);

            if (resp != null)
            {
                return(true);
            }

            return(false);
        }
Пример #26
0
        private void SetState(Entity target, RecordStateAndStatus sourceStateAndStatus, Entity currentStateAndStatusEntity = null)
        {
            // Don't update state when it's not available
            if (sourceStateAndStatus.State == null)
            {
                return;
            }

            if (currentStateAndStatusEntity != null)
            {
                var currentStateAndStatus = RemoveStateAndStatus(currentStateAndStatusEntity);

                // If the entity has no state: return
                if (currentStateAndStatus.State == null || (sourceStateAndStatus.State.Value == currentStateAndStatus.State.Value && sourceStateAndStatus.Status.Value == currentStateAndStatus.Status.Value))
                {
                    return;
                }
            }

            SetStateRequest setState = new SetStateRequest()
            {
                EntityMoniker = target.ToEntityReference(),
                State         = sourceStateAndStatus.State,
                Status        = sourceStateAndStatus.Status
            };

            targetService.Execute(setState);
        }
Пример #27
0
        public override void Execute()
        {
            EntityReference crmRecord = _crmContext.RecordCache[_alias];
            SetStateRequest request   = ObjectConverter.ToSetStateRequest(crmRecord, _statusCodeText, _crmContext);

            GlobalTestingContext.ConnectionManager.CurrentConnection.Execute <SetStateResponse>(request);
        }
        private SetStateResponse ExecuteInternal(SetStateRequest request)
        {
            var entity = Service.Retrieve(request.EntityMoniker.LogicalName, request.EntityMoniker.Id, new ColumnSet());
            var info   = new LateBoundActivePropertyInfo(request.EntityMoniker.LogicalName);

            switch (info.ActiveAttribute)
            {
            case ActiveAttributeType.IsDisabled:
                entity["isdisabled"] = request.State.GetValueOrDefault() == 1;

                break;

            case ActiveAttributeType.None:
            case ActiveAttributeType.StateCode:
                entity["statecode"]  = request.State;
                entity["statuscode"] = request.Status;
                break;

            default:
                throw new ArgumentOutOfRangeException();
            }

            Service.Update(entity);
            return(new SetStateResponse());
        }
Пример #29
0
        public HttpResponseMessage Post(Guid taskId)
        {
            CrmConnection connection = CrmConnection.Parse(Strings.urlCreds);
            var ctx = new CrmServiceContext(new OrganizationService(connection));

            var taskReference = new EntityReference("task", taskId);

            try
            {
                var req = new SetStateRequest();
                req.State = new OptionSetValue(1);
                req.Status = new OptionSetValue(5);
                req.EntityMoniker = taskReference;

                var res = (SetStateResponse)ctx.Execute(req);
            }
            catch (Exception e)
            {
                return this.Request.CreateResponse(
                    HttpStatusCode.InternalServerError, e);
            }

            return this.Request.CreateResponse(
                HttpStatusCode.Created);
        }
 internal void DeactivateSignicatResults(IOrderedEnumerable <IGrouping <string, ResultObject> > groups,
                                         IOrganizationService service)
 {
     foreach (var group in groups)
     {
         var tempList = group.ToList();
         if (tempList.Count > 1)
         {
             foreach (var resultObject in tempList)
             {
                 SetStateRequest setStateRequest = new SetStateRequest()
                 {
                     EntityMoniker = new EntityReference
                     {
                         Id          = resultObject.Id,
                         LogicalName = "pp_signicatresulturl",
                     },
                     State  = new OptionSetValue(1),
                     Status = new OptionSetValue(2)
                 };
                 service.Execute(setStateRequest);
             }
         }
     }
 }
Пример #31
0
        public void When_set_state_request_is_called_an_entity_is_updated()
        {
            var context = new XrmFakedContext();
            context.ProxyTypesAssembly = Assembly.GetExecutingAssembly();
            var service = context.GetFakedOrganizationService();

            var c = new Contact() {
                Id = Guid.NewGuid()
            }; 
            context.Initialize(new[] { c });

            var request = new SetStateRequest
            {
                EntityMoniker = c.ToEntityReference(),
                State = new OptionSetValue(69), 
                Status = new OptionSetValue(6969),
            };

            var response = service.Execute(request);

            //Retrieve record after update
            var contact = (from con in context.CreateQuery<Contact>()
                           where con.Id == c.Id
                           select con).FirstOrDefault();

            Assert.Equal((int) contact.StateCode.Value, 69);
            Assert.Equal((int) contact.StatusCode.Value, 6969);
        }
        internal override OrganizationResponse Execute(OrganizationRequest orgRequest, EntityReference userRef)
        {
            var request      = MakeRequest <MergeRequest>(orgRequest);
            var mainEntity   = db.GetEntity(request.Target);
            var casSelection = new CascadeSelection()
            {
                merge = true
            };
            var subordinateReference = new EntityReference {
                LogicalName = mainEntity.LogicalName, Id = request.SubordinateId
            };
            var subordinateEntity = core.GetDbEntityWithRelatedEntities(subordinateReference, EntityRole.Referencing, userRef, casSelection);

            foreach (var attr in request.UpdateContent.Attributes)
            {
                if (attr.Value != null)
                {
                    mainEntity[attr.Key] = attr.Value;
                }
            }

            foreach (var relatedEntities in subordinateEntity.RelatedEntities)
            {
                var relationshipMeta = metadata.EntityMetadata.GetMetadata(subordinateEntity.LogicalName).ManyToOneRelationships.First(r => r.SchemaName == relatedEntities.Key.SchemaName);
                if (relationshipMeta.CascadeConfiguration.Merge == CascadeType.Cascade)
                {
                    var entitiesToSwap = relatedEntities.Value.Entities.Select(e => e.ToEntityReference()).ToList();

                    var disassocHandler = core.RequestHandlers.Find(x => x is DisassociateRequestHandler);
                    disassocHandler.Execute(new DisassociateRequest {
                        RelatedEntities = new EntityReferenceCollection(entitiesToSwap),
                        Relationship    = relatedEntities.Key,
                        Target          = subordinateEntity.ToEntityReference()
                    }, userRef);

                    var assocHandler = core.RequestHandlers.Find(x => x is AssociateRequestHandler);
                    assocHandler.Execute(new AssociateRequest {
                        RelatedEntities = new EntityReferenceCollection(entitiesToSwap),
                        Relationship    = relatedEntities.Key,
                        Target          = mainEntity.ToEntityReference()
                    }, userRef);
                }
            }

            subordinateEntity["merged"] = true;
            db.Update(subordinateEntity);
            db.Update(mainEntity);
            var setStateHandler = core.RequestHandlers.Find(x => x is SetStateRequestHandler);
            var req             = new SetStateRequest()
            {
                EntityMoniker = subordinateReference,
                State         = new OptionSetValue(1),
                Status        = new OptionSetValue(2)
            };

            setStateHandler.Execute(req, userRef);

            return(new MergeResponse());
        }
        /// <summary>
        /// Деактиврует запись record
        /// </summary>
        /// <param name="xrmServiceContext"></param>
        /// <param name="record"></param>
        /// <returns></returns>
        public static SetStateResponse DeactivateEntityRecord(this XrmServiceContext xrmServiceContext, Entity record)
        {
            IOrganizationService service = xrmServiceContext;

            //State represents the field with schema name “state code” and display name “status”.
            //Suppose we are working on the account entity  in which the state code field has to be 1 so that the record be inactive.

            //Status  represents the field with schema name “Status code” and display name “Status Reason”.
            // set this value to -1 to let the system automatically set the appropriate corresponding status value.
            SetStateRequest setStateRequest = new SetStateRequest
            {
                EntityMoniker = new EntityReference(record.LogicalName, record.Id),
                State = new OptionSetValue(1),
                Status = new OptionSetValue(-1)
            };

            // Execute the request
            var response = (SetStateResponse)service.Execute(setStateRequest);

            return response;
        }
Пример #34
0
 private static bool? ChangeStateCode(Guid id)
 {
     var service = new OrganizationService(connection);
     SetStateRequest state = new SetStateRequest();
     state.State = new OptionSetValue((int)TaskState.Completed);
     state.Status =
         new OptionSetValue(5);
     state.EntityMoniker = new EntityReference()
                                                 {
                                                     Id = id,
                                                     LogicalName = SoftLine.Models.Task.EntityLogicalName
                                                 };
     SetStateResponse stateSet = (SetStateResponse)service.Execute(state);
     SoftLine.Models.Task task =
         service.Retrieve(SoftLine.Models.Task.EntityLogicalName, id, new ColumnSet("statecode")).ToEntity<SoftLine.Models.Task>();
     if (task.StateCode == TaskState.Completed)
     {
         return true;
     }
     return null;
 }
Пример #35
0
        public static MsCrmResult CloseFriendship(Guid friendshipId, IOrganizationService service)
        {
            MsCrmResult returnValue = new MsCrmResult();
            try
            {
                SetStateRequest setStateReq = new SetStateRequest();
                setStateReq.EntityMoniker = new EntityReference("new_friendship", friendshipId);
                setStateReq.State = new OptionSetValue(1);
                setStateReq.Status = new OptionSetValue(2);

                SetStateResponse response = (SetStateResponse)service.Execute(setStateReq);

                returnValue.Success = true;
                returnValue.Result = "M044"; //"Arkadaşlığınız iptal edilmiştir.";
            }
            catch (Exception ex)
            {
                returnValue.Success = false;
                returnValue.Result = ex.Message;
            }
            return returnValue;
        }
        /// <summary>
        /// Активировать карточку
        /// </summary>
        /// <param name="organizationService"></param>
        /// <param name="record"></param>
        public static void ActivateRecord(this IOrganizationService organizationService, Entity record)
        {
            var cols = new ColumnSet("statecode", "statuscode");

            //Check if it is Inactive or not
            var entity = organizationService.Retrieve(record.LogicalName, record.Id, cols);

            if (entity != null && entity.GetAttributeValue<OptionSetValue>("statecode").Value != 0)
            {
                //StateCode = 0 and StatusCode = 1 for activating Account or Contact
                SetStateRequest setStateRequest = new SetStateRequest()
                {
                    EntityMoniker = new EntityReference
                    {
                        Id = record.Id,
                        LogicalName = record.LogicalName,
                    },

                    State = new OptionSetValue(0),
                    Status = new OptionSetValue(1)
                };
                organizationService.Execute(setStateRequest);
            }
        }
Пример #37
0
 private void DeactivateProductById(Guid Id)
 {
     var setStateProductRequest = new SetStateRequest
         {
             State = new OptionSetValue(1),
             Status = new OptionSetValue(2),
             EntityMoniker = new EntityReference(Product.EntityLogicalName, Id)
         };
     _service.Execute(setStateProductRequest);
 }
Пример #38
0
        /// <summary>
        /// This method first creates XAML to define the custom workflow. Afterwards, 
        /// it creates the workflow record with this XAML and then activates it. Finally 
        /// it checks if it is activated and, if so, deactivates it.
        /// </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();

                    CreateRequiredRecords();

                    // Activate the workflow.
                    Console.WriteLine("\nActivating the workflow...");
                    //<snippetSetStateWorkflow1>
                    var activateRequest = new SetStateRequest
                    {
                        EntityMoniker = new EntityReference
                            (Workflow.EntityLogicalName, _workflowId),
                        State = new OptionSetValue((int)WorkflowState.Activated),
                        Status = new OptionSetValue((int)workflow_statuscode.Activated)
                    };
                    _serviceProxy.Execute(activateRequest);
                    //</snippetSetStateWorkflow1>
                    
                    // Verify that the workflow is activated.
                    Workflow retrievedWorkflow = 
                        (Workflow)_serviceProxy.Retrieve("workflow", _workflowId, new ColumnSet("statecode", "name"));

                    Console.WriteLine("The state of workflow {0} is: {1}.", retrievedWorkflow.Name, retrievedWorkflow.StateCode);

                    // Deactivate the workflow.
                    if (retrievedWorkflow.StateCode == WorkflowState.Activated)
                    {
                        Console.WriteLine("\nDeactivating the workflow...");
                        //<snippetSetStateWorkflow2>
                        SetStateRequest deactivateRequest = new SetStateRequest
                        {
                            EntityMoniker = 
                                new EntityReference(Workflow.EntityLogicalName, _workflowId),
                            State = new OptionSetValue((int)WorkflowState.Draft),
                            Status = new OptionSetValue((int)workflow_statuscode.Draft)
                        };
                        _serviceProxy.Execute(deactivateRequest);
                        //</snippetSetStateWorkflow2>
                    }

                    // Verify that the workflow is deactivated (in a draft state).
                    retrievedWorkflow =
                        (Workflow)_serviceProxy.Retrieve("workflow", _workflowId, new ColumnSet("statecode", "name"));

                    Console.WriteLine("The state of workflow {0} is: {1}.", retrievedWorkflow.Name, retrievedWorkflow.StateCode);

                    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 UpdateConfirm(string incidentid)
        {
            SetStateRequest _request = new SetStateRequest();
            _request.EntityMoniker = new EntityReference("incident", new Guid(incidentid));
            _request.State = new OptionSetValue(0);
            _request.Status = new OptionSetValue(522040002);
            SetStateResponse _SetStateResponse = (SetStateResponse)crmService.Execute(_request);

            Entity _incident = crmService.Retrieve("incident", new Guid(incidentid), new ColumnSet("incidentid", "helpdesk_statusdescription"));
            _incident["helpdesk_statusdescription"] = new OptionSetValue(11);
            crmService.Update(_incident);
            FillRequestList();
        }
Пример #40
0
        /// <summary>
        /// Creates any entity records that this sample requires.
        /// </summary>
        public void CreateRequiredRecords()
        {
            // Create a Lead record on which we will execute the Workflow.
            Lead lead = new Lead()
            {
                FirstName = "Diogo",
                LastName = "Andrade"
            };
            _leadId = _serviceProxy.Create(lead);
            Console.WriteLine("Created Lead for workflow request.");

            // Define an anonymous type to define the possible values for
            // process type
            var ProcessType = new
            {
                Definition = 1,
                Activation = 2,
                Template = 3
            };

            // Define an anonymous type to define the possible values for
            // process category
            var ProcessCategory = new
            {
                Workflow = 0,
                Dialog = 1,
            };

            // Define an anonymous type to define the possible values for
            // process scope
            var ProcessScope = new
            {
                User = 1,
                BusinessUnit = 2,
                Deep = 3,
                Global = 4
            };

            // Create the Workflow that we will execute.
            Workflow workflow = new Workflow()
            {
                Name = "Sample Workflow", // friendly name of the record
                Type = new OptionSetValue(ProcessType.Definition),
                Category = new OptionSetValue(ProcessCategory.Workflow),
                Scope = new OptionSetValue(ProcessScope.User),
                OnDemand = true,
                PrimaryEntity = Lead.EntityLogicalName,
                Xaml =
@"<?xml version=""1.0"" encoding=""utf-16""?>
<Activity x:Class=""ExecuteWorkflowSample"" xmlns=""http://schemas.microsoft.com/netfx/2009/xaml/activities"" xmlns:mva=""clr-namespace:Microsoft.VisualBasic.Activities;assembly=System.Activities, Version=4.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35"" xmlns:mxs=""clr-namespace:Microsoft.Xrm.Sdk;assembly=Microsoft.Xrm.Sdk, Version=5.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35"" xmlns:mxswa=""clr-namespace:Microsoft.Xrm.Sdk.Workflow.Activities;assembly=Microsoft.Xrm.Sdk.Workflow, Version=5.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35"" xmlns:s=""clr-namespace:System;assembly=mscorlib, Version=4.0.0.0, Culture=neutral, PublicKeyToken=b77a5c561934e089"" xmlns:scg=""clr-namespace:System.Collections.Generic;assembly=mscorlib, Version=4.0.0.0, Culture=neutral, PublicKeyToken=b77a5c561934e089"" xmlns:srs=""clr-namespace:System.Runtime.Serialization;assembly=System.Runtime.Serialization, Version=4.0.0.0, Culture=neutral, PublicKeyToken=b77a5c561934e089"" xmlns:this=""clr-namespace:"" xmlns:x=""http://schemas.microsoft.com/winfx/2006/xaml"">
  <x:Members>
    <x:Property Name=""InputEntities"" Type=""InArgument(scg:IDictionary(x:String, mxs:Entity))"" />
    <x:Property Name=""CreatedEntities"" Type=""InArgument(scg:IDictionary(x:String, mxs:Entity))"" />
  </x:Members>
  <this:ExecuteWorkflowSample.InputEntities>
    <InArgument x:TypeArguments=""scg:IDictionary(x:String, mxs:Entity)"" />
  </this:ExecuteWorkflowSample.InputEntities>
  <this:ExecuteWorkflowSample.CreatedEntities>
    <InArgument x:TypeArguments=""scg:IDictionary(x:String, mxs:Entity)"" />
  </this:ExecuteWorkflowSample.CreatedEntities>
  <mva:VisualBasic.Settings>Assembly references and imported namespaces for internal implementation</mva:VisualBasic.Settings>
  <mxswa:Workflow>
    <Assign x:TypeArguments=""mxs:Entity"" To=""[CreatedEntities(&quot;CreateStep1_localParameter#Temp&quot;)]"" Value=""[New Entity(&quot;phonecall&quot;)]"" />
    <Sequence DisplayName=""CreateStep1: Set first activity for lead."">
      <Sequence.Variables>
        <Variable x:TypeArguments=""x:Object"" Name=""CreateStep1_1"" />
        <Variable x:TypeArguments=""x:Object"" Name=""CreateStep1_2"" />
        <Variable x:TypeArguments=""x:Object"" Name=""CreateStep1_3"" />
        <Variable x:TypeArguments=""x:Object"" Name=""CreateStep1_4"" />
        <Variable x:TypeArguments=""x:Object"" Name=""CreateStep1_5"" />
        <Variable x:TypeArguments=""x:Object"" Name=""CreateStep1_6"" />
        <Variable x:TypeArguments=""x:Object"" Name=""CreateStep1_7"" />
        <Variable x:TypeArguments=""x:Object"" Name=""CreateStep1_8"" />
      </Sequence.Variables>
      <mxswa:ActivityReference AssemblyQualifiedName=""Microsoft.Crm.Workflow.Activities.EvaluateExpression, Microsoft.Crm.Workflow, Version=5.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35"" DisplayName=""EvaluateExpression"">
        <mxswa:ActivityReference.Arguments>
          <InArgument x:TypeArguments=""x:String"" x:Key=""ExpressionOperator"">CreateCrmType</InArgument>
          <InArgument x:TypeArguments=""s:Object[]"" x:Key=""Parameters"">[New Object() { Microsoft.Xrm.Sdk.Workflow.WorkflowPropertyType.Boolean, ""True"" }]</InArgument>
          <InArgument x:TypeArguments=""s:Type"" x:Key=""TargetType"">
            <mxswa:ReferenceLiteral x:TypeArguments=""s:Type"" Value=""x:Boolean"" />
          </InArgument>
          <OutArgument x:TypeArguments=""x:Object"" x:Key=""Result"">[CreateStep1_1]</OutArgument>
        </mxswa:ActivityReference.Arguments>
      </mxswa:ActivityReference>
      <mxswa:SetEntityProperty Attribute=""directioncode"" Entity=""[CreatedEntities(&quot;CreateStep1_localParameter#Temp&quot;)]"" EntityName=""phonecall"" Value=""[CreateStep1_1]"">
        <mxswa:SetEntityProperty.TargetType>
          <InArgument x:TypeArguments=""s:Type"">
            <mxswa:ReferenceLiteral x:TypeArguments=""s:Type"" Value=""x:Boolean"" />
          </InArgument>
        </mxswa:SetEntityProperty.TargetType>
      </mxswa:SetEntityProperty>
      <mxswa:ActivityReference AssemblyQualifiedName=""Microsoft.Crm.Workflow.Activities.EvaluateExpression, Microsoft.Crm.Workflow, Version=5.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35"" DisplayName=""EvaluateExpression"">
        <mxswa:ActivityReference.Arguments>
          <InArgument x:TypeArguments=""x:String"" x:Key=""ExpressionOperator"">CreateCrmType</InArgument>
          <InArgument x:TypeArguments=""s:Object[]"" x:Key=""Parameters"">[New Object() { Microsoft.Xrm.Sdk.Workflow.WorkflowPropertyType.String, ""First call to "", ""String"" }]</InArgument>
          <InArgument x:TypeArguments=""s:Type"" x:Key=""TargetType"">
            <mxswa:ReferenceLiteral x:TypeArguments=""s:Type"" Value=""x:String"" />
          </InArgument>
          <OutArgument x:TypeArguments=""x:Object"" x:Key=""Result"">[CreateStep1_3]</OutArgument>
        </mxswa:ActivityReference.Arguments>
      </mxswa:ActivityReference>
      <mxswa:GetEntityProperty Attribute=""fullname"" Entity=""[InputEntities(&quot;primaryEntity&quot;)]"" EntityName=""lead"" Value=""[CreateStep1_5]"">
        <mxswa:GetEntityProperty.TargetType>
          <InArgument x:TypeArguments=""s:Type"">
            <mxswa:ReferenceLiteral x:TypeArguments=""s:Type"" Value=""x:String"" />
          </InArgument>
        </mxswa:GetEntityProperty.TargetType>
      </mxswa:GetEntityProperty>
      <mxswa:ActivityReference AssemblyQualifiedName=""Microsoft.Crm.Workflow.Activities.EvaluateExpression, Microsoft.Crm.Workflow, Version=5.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35"" DisplayName=""EvaluateExpression"">
        <mxswa:ActivityReference.Arguments>
          <InArgument x:TypeArguments=""x:String"" x:Key=""ExpressionOperator"">SelectFirstNonNull</InArgument>
          <InArgument x:TypeArguments=""s:Object[]"" x:Key=""Parameters"">[New Object() { CreateStep1_5 }]</InArgument>
          <InArgument x:TypeArguments=""s:Type"" x:Key=""TargetType"">
            <mxswa:ReferenceLiteral x:TypeArguments=""s:Type"" Value=""x:String"" />
          </InArgument>
          <OutArgument x:TypeArguments=""x:Object"" x:Key=""Result"">[CreateStep1_4]</OutArgument>
        </mxswa:ActivityReference.Arguments>
      </mxswa:ActivityReference>
      <mxswa:ActivityReference AssemblyQualifiedName=""Microsoft.Crm.Workflow.Activities.EvaluateExpression, Microsoft.Crm.Workflow, Version=5.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35"" DisplayName=""EvaluateExpression"">
        <mxswa:ActivityReference.Arguments>
          <InArgument x:TypeArguments=""x:String"" x:Key=""ExpressionOperator"">Add</InArgument>
          <InArgument x:TypeArguments=""s:Object[]"" x:Key=""Parameters"">[New Object() { CreateStep1_3, CreateStep1_4 }]</InArgument>
          <InArgument x:TypeArguments=""s:Type"" x:Key=""TargetType"">
            <mxswa:ReferenceLiteral x:TypeArguments=""s:Type"" Value=""x:String"" />
          </InArgument>
          <OutArgument x:TypeArguments=""x:Object"" x:Key=""Result"">[CreateStep1_2]</OutArgument>
        </mxswa:ActivityReference.Arguments>
      </mxswa:ActivityReference>
      <mxswa:SetEntityProperty Attribute=""subject"" Entity=""[CreatedEntities(&quot;CreateStep1_localParameter#Temp&quot;)]"" EntityName=""phonecall"" Value=""[CreateStep1_2]"">
        <mxswa:SetEntityProperty.TargetType>
          <InArgument x:TypeArguments=""s:Type"">
            <mxswa:ReferenceLiteral x:TypeArguments=""s:Type"" Value=""x:String"" />
          </InArgument>
        </mxswa:SetEntityProperty.TargetType>
      </mxswa:SetEntityProperty>
      <mxswa:GetEntityProperty Attribute=""leadid"" Entity=""[InputEntities(&quot;primaryEntity&quot;)]"" EntityName=""lead"" Value=""[CreateStep1_7]"">
        <mxswa:GetEntityProperty.TargetType>
          <InArgument x:TypeArguments=""s:Type"">
            <mxswa:ReferenceLiteral x:TypeArguments=""s:Type"" Value=""mxs:EntityReference"" />
          </InArgument>
        </mxswa:GetEntityProperty.TargetType>
      </mxswa:GetEntityProperty>
      <mxswa:ActivityReference AssemblyQualifiedName=""Microsoft.Crm.Workflow.Activities.EvaluateExpression, Microsoft.Crm.Workflow, Version=5.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35"" DisplayName=""EvaluateExpression"">
        <mxswa:ActivityReference.Arguments>
          <InArgument x:TypeArguments=""x:String"" x:Key=""ExpressionOperator"">SelectFirstNonNull</InArgument>
          <InArgument x:TypeArguments=""s:Object[]"" x:Key=""Parameters"">[New Object() { CreateStep1_7 }]</InArgument>
          <InArgument x:TypeArguments=""s:Type"" x:Key=""TargetType"">
            <mxswa:ReferenceLiteral x:TypeArguments=""s:Type"" Value=""mxs:EntityReference"" />
          </InArgument>
          <OutArgument x:TypeArguments=""x:Object"" x:Key=""Result"">[CreateStep1_6]</OutArgument>
        </mxswa:ActivityReference.Arguments>
      </mxswa:ActivityReference>
      <mxswa:SetEntityProperty Attribute=""regardingobjectid"" Entity=""[CreatedEntities(&quot;CreateStep1_localParameter#Temp&quot;)]"" EntityName=""phonecall"" Value=""[CreateStep1_6]"">
        <mxswa:SetEntityProperty.TargetType>
          <InArgument x:TypeArguments=""s:Type"">
            <mxswa:ReferenceLiteral x:TypeArguments=""s:Type"" Value=""mxs:EntityReference"" />
          </InArgument>
        </mxswa:SetEntityProperty.TargetType>
      </mxswa:SetEntityProperty>
      <mxswa:ActivityReference AssemblyQualifiedName=""Microsoft.Crm.Workflow.Activities.EvaluateExpression, Microsoft.Crm.Workflow, Version=5.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35"" DisplayName=""EvaluateExpression"">
        <mxswa:ActivityReference.Arguments>
          <InArgument x:TypeArguments=""x:String"" x:Key=""ExpressionOperator"">CreateCrmType</InArgument>
          <InArgument x:TypeArguments=""s:Object[]"" x:Key=""Parameters"">[New Object() { Microsoft.Xrm.Sdk.Workflow.WorkflowPropertyType.OptionSetValue, ""1"", ""Picklist"" }]</InArgument>
          <InArgument x:TypeArguments=""s:Type"" x:Key=""TargetType"">
            <mxswa:ReferenceLiteral x:TypeArguments=""s:Type"" Value=""mxs:OptionSetValue"" />
          </InArgument>
          <OutArgument x:TypeArguments=""x:Object"" x:Key=""Result"">[CreateStep1_8]</OutArgument>
        </mxswa:ActivityReference.Arguments>
      </mxswa:ActivityReference>
      <mxswa:SetEntityProperty Attribute=""prioritycode"" Entity=""[CreatedEntities(&quot;CreateStep1_localParameter#Temp&quot;)]"" EntityName=""phonecall"" Value=""[CreateStep1_8]"">
        <mxswa:SetEntityProperty.TargetType>
          <InArgument x:TypeArguments=""s:Type"">
            <mxswa:ReferenceLiteral x:TypeArguments=""s:Type"" Value=""mxs:OptionSetValue"" />
          </InArgument>
        </mxswa:SetEntityProperty.TargetType>
      </mxswa:SetEntityProperty>
      <mxswa:CreateEntity EntityId=""{x:Null}"" DisplayName=""CreateStep1: Set first activity for lead."" Entity=""[CreatedEntities(&quot;CreateStep1_localParameter#Temp&quot;)]"" EntityName=""phonecall"" />
      <Assign x:TypeArguments=""mxs:Entity"" To=""[CreatedEntities(&quot;CreateStep1_localParameter&quot;)]"" Value=""[CreatedEntities(&quot;CreateStep1_localParameter#Temp&quot;)]"" />
      <Persist />
    </Sequence>
  </mxswa:Workflow>
</Activity>"
            };
            _workflowId = _serviceProxy.Create(workflow);
            Console.Write("Created workflow to call in Execute Workflow request, ");

            SetStateRequest setStateRequest = new SetStateRequest()
            {
                EntityMoniker =
                    new EntityReference(Workflow.EntityLogicalName, _workflowId),
                State = new OptionSetValue((int)WorkflowState.Activated),
                Status = new OptionSetValue(2)
            };
            _serviceProxy.Execute(setStateRequest);
            Console.WriteLine("and activated.");
        }
Пример #41
0
 private void UpdateState(bool touch, bool onlychange, OptionSetValue statusvalue, OptionSetValue statevalue, Entity record)
 {
     var currentstate = record.Contains("statecode") ? record["statecode"] : new OptionSetValue(-1);
     var currentstatus = record.Contains("statuscode") ? record["statuscode"] : new OptionSetValue(-1);
     if (touch)
     {
         statevalue = (OptionSetValue)currentstate;
         statusvalue = (OptionSetValue)currentstatus;
     }
     if (!onlychange || !ValuesEqual(currentstate, statevalue) || !ValuesEqual(currentstatus, statusvalue))
     {
         var req = new SetStateRequest()
         {
             EntityMoniker = record.ToEntityReference(),
             State = statevalue,
             Status = statusvalue
         };
         var resp = Service.Execute(req);
         if (record.Contains("statecode"))
         {
             record["statecode"] = statevalue;
         }
         else
         {
             record.Attributes.Add("statecode", statevalue);
         }
         if (record.Contains("statuscode"))
         {
             record["statuscode"] = statusvalue;
         }
         else
         {
             record.Attributes.Add("statuscode", statusvalue);
         }
     }
 }
Пример #42
0
        public void SetState(string entityType, Guid id, int state)
        {
            var setStateReq = new SetStateRequest
            {
                EntityMoniker = new EntityReference(entityType, id),
                State = new OptionSetValue(state),
                Status = new OptionSetValue(-1)
            };

            Execute(setStateReq);
        }
Пример #43
0
        public static MsCrmResult CloseFriendshipRequest(Guid requestId, FriendshipRequestStatus statusCode, IOrganizationService service)
        {
            MsCrmResult returnValue = new MsCrmResult();
            try
            {
                SetStateRequest setStateReq = new SetStateRequest();
                setStateReq.EntityMoniker = new EntityReference("new_friendshiprequest", requestId);
                setStateReq.State = new OptionSetValue(1);
                setStateReq.Status = new OptionSetValue((int)statusCode);

                SetStateResponse response = (SetStateResponse)service.Execute(setStateReq);

                returnValue.Success = true;
                returnValue.Result = "M041"; //"Arkadaşlık talebiniz durumu güncellendi.";
            }
            catch (Exception ex)
            {
                returnValue.Success = false;
                returnValue.Result = ex.Message;
            }
            return returnValue;
        }
        /// <summary>
        /// Create and configure the organization service proxy.
        /// Initiate the method to create any data that this sample requires.
        /// Reschedule an instance of the recurring appointment series.
        /// Cancel another instance of the recurring appointment series.
        /// Optionally delete any entity records that were created 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();

                    // Call the method to create any data that this sample requires.
                    CreateRequiredRecords();

                    //<snippetRescheduleandCancelRecurringAppointmentInstance1>                
                    // Retrieve the individual appointment instance that falls on or after
                    // 10 days from today. Basically this will be the second instance in the
                    // recurring appointment series.                                          

                    QueryExpression instanceQuery = new QueryExpression
                    {
                        EntityName = Appointment.EntityLogicalName,
                        ColumnSet = new ColumnSet
                        {
                            Columns = { "activityid", "scheduledstart", "scheduledend" }
                        },
                        Criteria = new FilterExpression
                        {
                            Conditions = 
                        {
                            new ConditionExpression 
                            {
                                AttributeName = "seriesid",
                                Operator = ConditionOperator.Equal,
                                Values = { _recurringAppointmentMasterId }
                            },
                            new ConditionExpression 
                            {
                                 AttributeName = "scheduledstart",
                                 Operator = ConditionOperator.OnOrAfter,
                                 Values = { DateTime.Today.AddDays(10) }
                            }
                        }
                        }
                    };

                    EntityCollection individualAppointments = _serviceProxy.RetrieveMultiple(instanceQuery);

                    //<snippetRescheduleandCancelRecurringAppointmentInstance2>                

                    #region Reschedule an instance of recurring appointment

                    // Update the scheduled start and end dates of the appointment
                    // to reschedule it.
                    Appointment updateAppointment = new Appointment
                    {
                        ActivityId = individualAppointments.Entities.Select(x => (Appointment)x).First().ActivityId,
                        ScheduledStart = individualAppointments.Entities.Select(x => (Appointment)x).First().ScheduledStart.Value.AddHours(1),
                        ScheduledEnd = individualAppointments.Entities.Select(x => (Appointment)x).First().ScheduledEnd.Value.AddHours(2)
                    };

                    RescheduleRequest reschedule = new RescheduleRequest
                    {
                        Target = updateAppointment
                    };

                    RescheduleResponse rescheduled = (RescheduleResponse)_serviceProxy.Execute(reschedule);
                    Console.WriteLine("Rescheduled the second instance of the recurring appointment.");

                    #endregion Reschedule an instance of recurring appointment
                    //</snippetRescheduleandCancelRecurringAppointmentInstance2>                
                    //<snippetRescheduleandCancelRecurringAppointmentInstance3>                

                    #region Cancel an instance of recurring appointment

                    // Cancel the last instance of the appointment. The status of this appointment
                    // instance is set to 'Canceled'. You can view this appoinyment instance under
                    // the 'All Activities' view. 
                    SetStateRequest appointmentRequest = new SetStateRequest
                    {
                        State = new OptionSetValue((int)AppointmentState.Canceled),
                        Status = new OptionSetValue(4),
                        EntityMoniker = new EntityReference(Appointment.EntityLogicalName,
                            new Guid(individualAppointments.Entities.Select(x => (Appointment)x).Last().ActivityId.ToString()))
                    };

                    _serviceProxy.Execute(appointmentRequest);
                    Console.WriteLine("Canceled the last instance of the recurring appointment.");

                    #endregion Cancel an instance of recurring appointment
                    //</snippetRescheduleandCancelRecurringAppointmentInstance3>                
                    //</snippetRescheduleandCancelRecurringAppointmentInstance1>

                    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;
            }
        }
Пример #45
0
        private void SetState(EntityReference caseReference)
        {
            //<snippetSetState>
            // Create the Request Object
            SetStateRequest state = new SetStateRequest();

            // Set the Request Object's Properties
            state.State = new OptionSetValue((int)IncidentState.Active);
            state.Status = 
                new OptionSetValue((int)incident_statuscode.WaitingforDetails);

            // Point the Request to the case whose state is being changed
            state.EntityMoniker = caseReference;

            // Execute the Request
            SetStateResponse stateSet = (SetStateResponse)_serviceProxy.Execute(state);

            // Check if the state was successfully set
            Incident incident = _serviceProxy.Retrieve(Incident.EntityLogicalName, 
                _caseIncidentId, new ColumnSet(allColumns: true)).ToEntity<Incident>();

            if (incident.StatusCode.Value == (int)incident_statuscode.WaitingforDetails)
            {
                Console.WriteLine("Record state set successfully.");
            }
            else
            {
                Console.WriteLine("The request to set the record state failed.");
            }

            //</snippetSetState>  

        }
Пример #46
0
        /// <summary>
        /// This method first connects to the Organization service. Afterwards,
        /// a Contract Template and several Contracts are created, demonstrating how to
        /// create and work with the Contract entity.
        /// </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
            {
                //<snippetWorkingWithContracts1>
                // 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();

                    CreateRequiredRecords();

                    #region Create Contract Template

                    // First, attempt to retrieve the Contract Template. Otherwise, 
                    // create the template.
                    QueryExpression templateQuery = new QueryExpression()
                    {
                        EntityName = ContractTemplate.EntityLogicalName,
                        ColumnSet = new ColumnSet("contracttemplateid"),
                        Criteria =
                        {
                            Conditions =
                            {
                                new ConditionExpression("abbreviation", ConditionOperator.Equal, "SCT")
                            }
                        }
                    };
                    EntityCollection ec = _serviceProxy.RetrieveMultiple(templateQuery);

                    if (ec.Entities.Count > 0)
                    {
                        _contractTemplateId = ec.Entities[0].Id;
                        Console.Write("Template retrieved, ");
                    }
                    else
                    {
                        ContractTemplate contractTemplate = new ContractTemplate()
                        {
                            Name = "Sample Contract Template",
                            BillingFrequencyCode = new OptionSetValue((int)ContractTemplateBillingFrequencyCode.Monthly),
                            Abbreviation = "SCT",
                            AllotmentTypeCode = new OptionSetValue((int)ContractTemplateAllotmentTypeCode.NumberofCases),
                            EffectivityCalendar =
                                "--------+++++++++---------------+++++++++---------------+++++++++---------------+++++++++---------------+++++++++-------------------------------------------------------"
                        };
                        _contractTemplateId = _serviceProxy.Create(contractTemplate);
                        Console.Write("Template created, ");
                    }

                    #endregion

                    #region Create Contract

                    // Create a Contract from the Contract Template.
                    Contract contract = new Contract()
                    {
                        Title = "Sample Contract",
                        ContractTemplateId = new EntityReference
                        {
                            Id = _contractTemplateId,
                            LogicalName = ContractTemplate.EntityLogicalName
                        },
                        CustomerId = new EntityReference
                        {
                            Id = _accountId,
                            LogicalName = Account.EntityLogicalName
                        },
                        BillingCustomerId = new EntityReference
                        {
                            Id = _accountId,
                            LogicalName = Account.EntityLogicalName
                        },
                        ActiveOn = new DateTime(2015, 1, 1),
                        ExpiresOn = new DateTime(2020, 1, 1),
                        BillingStartOn = new DateTime(2015, 1, 1),
                        BillingEndOn = new DateTime(2020, 1, 1)
                    };
                    _contractId = _serviceProxy.Create(contract);

                    Console.Write("parent contract created, ");

                    // Create a contract line item.
                    ContractDetail contractLineItem = new ContractDetail()
                    {
                        Title = "Sample Contract Line Item",
                        ContractId = new EntityReference
                        {
                            Id = _contractId,
                            LogicalName = Contract.EntityLogicalName
                        },
                        CustomerId = new EntityReference
                        {
                            Id = _accountId,
                            LogicalName = Account.EntityLogicalName
                        },
                        ActiveOn = new DateTime(2015, 1, 1),
                        ExpiresOn = new DateTime(2020, 1, 1),
                        Price = new Money(20.0M),
                        TotalAllotments = 20
                    };
                    _serviceProxy.Create(contractLineItem);

                    Console.Write("contract line attached, ");

                    #endregion

                    #region Clone contract twice

                    //<snippetCloneContract>
                    // Create the first clone of the contract.
                    CloneContractRequest cloneRequest = new CloneContractRequest()
                    {
                        ContractId = _contractId,
                        IncludeCanceledLines = false
                    };
                    CloneContractResponse cloneResponse =
                        (CloneContractResponse)_serviceProxy.Execute(cloneRequest);
                    _firstCloneId = ((Contract)cloneResponse.Entity).ContractId.Value;

                    //</snippetCloneContract>
                    Console.Write("first clone created, ");

                    // Create the second clone of the contract.
                    cloneRequest = new CloneContractRequest()
                    {
                        ContractId = _contractId,
                        IncludeCanceledLines = true
                    };
                    cloneResponse =
                        (CloneContractResponse)_serviceProxy.Execute(cloneRequest);
                    _secondCloneId = ((Contract)cloneResponse.Entity).ContractId.Value;

                    Console.Write("second clone created. \n");

                    // Retrieve all Contracts.
                    QueryExpression contractQuery = new QueryExpression()
                    {
                        EntityName = Contract.EntityLogicalName,
                        ColumnSet = new ColumnSet("contractid"),
                        Criteria =
                        {
                            Conditions = 
                            {
                                new ConditionExpression("customerid", ConditionOperator.Equal, _accountId)
                            }
                        }
                    };
                    EntityCollection contracts = _serviceProxy.RetrieveMultiple(contractQuery);

                    // Display the retrieved Contract Ids.
                    for (int i = 0; i < contracts.Entities.Count; i++)
                    {
                        Console.WriteLine("Retrieved contract with Id: {0}",
                            ((Contract)contracts.Entities[i]).ContractId);
                    }

                    #endregion

                    #region Deactivate a cloned contract

                    // In order to deactivate a contract (put it on hold), it is first
                    // necessary to invoice the contract.
                    SetStateRequest setStateRequest = new SetStateRequest()
                    {
                        EntityMoniker = new EntityReference
                        {
                            Id = _firstCloneId,
                            LogicalName = Contract.EntityLogicalName
                        },
                        State = new OptionSetValue((int)ContractState.Invoiced),
                        Status = new OptionSetValue(2)
                    };
                    _serviceProxy.Execute(setStateRequest);

                    Console.Write("Contract invoiced, ");

                    // Now that the contract has been invoiced, it is possible to put
                    // the contract on hold.
                    setStateRequest = new SetStateRequest()
                    {
                        EntityMoniker = new EntityReference
                        {
                            Id = _firstCloneId,
                            LogicalName = Contract.EntityLogicalName
                        },
                        State = new OptionSetValue((int)ContractState.OnHold),
                        Status = new OptionSetValue(4)
                    };
                    _serviceProxy.Execute(setStateRequest);

                    Console.Write("and put on hold.\n");

                    #endregion

                    #region Renew an invoiced contract

                    // In order to renew a contract, it must be invoiced first, and
                    // then canceled.

                    //<snippetSetStateForContract>
                    // Invoice the contract.
                    setStateRequest = new SetStateRequest()
                    {
                        EntityMoniker = new EntityReference
                        {
                            Id = _contractId,
                            LogicalName = Contract.EntityLogicalName
                        },
                        State = new OptionSetValue((int)ContractState.Invoiced),
                        Status = new OptionSetValue(3)
                    };
                    _serviceProxy.Execute(setStateRequest);
                    //</snippetSetStateForContract>

                    Console.Write("Contract invoiced, ");

                    //<snippetCancelContract>
                    // Cancel the contract.
                    setStateRequest = new SetStateRequest()
                    {
                        EntityMoniker = new EntityReference
                        {
                            Id = _contractId,
                            LogicalName = Contract.EntityLogicalName
                        },
                        State = new OptionSetValue((int)ContractState.Canceled),
                        Status = new OptionSetValue(5)
                    };
                    _serviceProxy.Execute(setStateRequest);

                    //</snippetCancelContract>
                    Console.Write("canceled, ");

                    //<snippetRenewContract>
                    // Renew the canceled contract.
                    RenewContractRequest renewRequest = new RenewContractRequest()
                    {
                        ContractId = _contractId,
                        IncludeCanceledLines = true,
                        Status = 1
                    };
                    RenewContractResponse renewResponse =
                        (RenewContractResponse)_serviceProxy.Execute(renewRequest);

                    // Retrieve Id of renewed contract.
                    _renewedId = ((Contract)renewResponse.Entity).ContractId.Value;

                    //</snippetRenewContract>
                    // Display the Id of the renewed contract.
                    Console.WriteLine("and renewed.");

                    #endregion

                    DeleteRequiredRecords(promptforDelete);
                }
                //</snippetWorkingWithContracts1>
            }

            // 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;
            }
        }
Пример #47
0
        /// <summary>
        /// Deletes any entity records that were created for this sample.
        /// <param name="prompt">Indicates whether to prompt the user 
        /// to delete the records created in this sample.</param>
        /// </summary>
        public void DeleteRequiredRecords(bool prompt)
        {
            // Two of the contracts, their associated account and the contract template
            // records that were created and used in this sample will continue to exist 
            // on your system because contracts that have been invoiced cannot be deleted 
            // in Microsoft Dynamics CRM. They can only be put on hold or canceled.

            bool toBeDeleted = true;

            if (prompt)
            {
                // Ask the user if the created entities should be deleted.
                Console.Write("\nDo you want these entity records deleted? (y/n) [y]: ");
                String answer = Console.ReadLine();
                if (answer.StartsWith("y") ||
                    answer.StartsWith("Y") ||
                    answer == String.Empty)
                {
                    toBeDeleted = true;
                }
                else
                {
                    toBeDeleted = false;
                }
            }

            if (toBeDeleted)
            {                
                _serviceProxy.Delete(Contract.EntityLogicalName, _secondCloneId);
                _serviceProxy.Delete(Contract.EntityLogicalName, _renewedId);
                _serviceProxy.Delete(Contract.EntityLogicalName, _contractId);
                SetStateRequest setStateRequest = new SetStateRequest()
                {
                    EntityMoniker = new EntityReference
                    {
                        Id = _firstCloneId,
                        LogicalName = Contract.EntityLogicalName
                    },
                    State = new OptionSetValue((int)ContractState.Invoiced),
                    Status = new OptionSetValue(3)
                };
                _serviceProxy.Execute(setStateRequest);
                setStateRequest = new SetStateRequest()
                {
                    EntityMoniker = new EntityReference
                    {
                        Id = _firstCloneId,
                        LogicalName = Contract.EntityLogicalName
                    },
                    State = new OptionSetValue((int)ContractState.Canceled),
                    Status = new OptionSetValue(5)
                };
                _serviceProxy.Execute(setStateRequest);
                _serviceProxy.Delete(Contract.EntityLogicalName, _firstCloneId);
                _serviceProxy.Delete(Account.EntityLogicalName, _accountId);
                Console.WriteLine("Entity record(s) have been deleted.");
            }
        }
Пример #48
0
        public void EnableRule(Guid ruleId)
        {
            var setStateRequest = new SetStateRequest
            {
                EntityMoniker = new EntityReference(entityName, ruleId),
                State = new OptionSetValue(0),
                Status = new OptionSetValue(-1)
            };

            service.Execute(setStateRequest);
        }
Пример #49
0
        /// <summary>
        /// Deletes any entity records that were created for this sample.
        /// <param name="prompt">Indicates whether to prompt the user 
        /// to delete the records created in this sample.</param>
        /// </summary>
        public void DeleteRequiredRecords(bool prompt)
        {
            bool toBeDeleted = true;

            if (prompt)
            {
                // Ask the user if the created entities should be deleted.
                Console.Write("\nDo you want these entity records deleted? (y/n) [y]: ");
                String answer = Console.ReadLine();
                if (answer.StartsWith("y") ||
                    answer.StartsWith("Y") ||
                    answer == String.Empty)
                {
                    toBeDeleted = true;
                }
                else
                {
                    toBeDeleted = false;
                }
            }

            if (toBeDeleted)
            {

                // Deactivate and delete workflow
                SetStateRequest deactivateRequest = new SetStateRequest
                {
                    EntityMoniker = new EntityReference(Workflow.EntityLogicalName, _workflowId),
                    State = new OptionSetValue((int)WorkflowState.Draft),
                    Status = new OptionSetValue((int)workflow_statuscode.Draft)
                };
                _serviceProxy.Execute(deactivateRequest);
                _serviceProxy.Delete(Workflow.EntityLogicalName, _workflowId);
                Console.WriteLine("Workflow has been deactivated and deleted.");

            }
        }
Пример #50
0
        /// <summary>
        /// This method first connects to the Organization service. Afterwards,
        /// a goal is created specifying the target count. The goal is then
        /// rolled up, the actual and in-progress values are overridden and finally the 
        /// goal is closed.
        /// </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
            {
                //<snippetOverrideGoalTotalCount1>
                // 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();

                    CreateRequiredRecords();

                    // Create the count metric, setting the Metric Type to 'Count' by
                    // setting IsAmount to false.
                    Metric sampleMetric = new Metric()
                    {
                        Name = "Sample Count Metric",
                        IsAmount = false,
                    };
                    _metricId = _serviceProxy.Create(sampleMetric);
                    sampleMetric.Id = _metricId;

                    Console.Write("Created phone call metric, ");

                    #region Create RollupFields

                    // Create RollupField which targets completed (received) phone calls.
                    RollupField actual = new RollupField()
                    {
                        SourceEntity = PhoneCall.EntityLogicalName,
                        GoalAttribute = "actualinteger",
                        SourceState = 1,
                        SourceStatus = 4,
                        EntityForDateAttribute = PhoneCall.EntityLogicalName,
                        DateAttribute = "actualend",
                        MetricId = sampleMetric.ToEntityReference()
                    };
                    _actualId = _serviceProxy.Create(actual);

                    Console.Write("created actual revenue RollupField, ");

                    // Create RollupField which targets open (in-progress) phone calls.
                    RollupField inprogress = new RollupField()
                    {
                        SourceEntity = PhoneCall.EntityLogicalName,
                        GoalAttribute = "inprogressinteger",
                        SourceState = 0,
                        EntityForDateAttribute = PhoneCall.EntityLogicalName,
                        DateAttribute = "createdon",
                        MetricId = sampleMetric.ToEntityReference()
                    };
                    _inprogressId = _serviceProxy.Create(inprogress);

                    Console.Write("created in-progress revenue RollupField, ");

                    #endregion

                    #region Create the goal rollup queries

                    // Note: Formatting the FetchXml onto multiple lines in the following 
                    // rollup queries causes the length property to be greater than 1,000
                    // chars and will cause an exception.

                    // The following query locates closed incoming phone calls.
                    GoalRollupQuery goalRollupQuery = new GoalRollupQuery()
                    {
                        Name = "Example Goal Rollup Query - Actual",
                        QueryEntityType = PhoneCall.EntityLogicalName,
                        FetchXml = @"<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'><entity name='phonecall'><attribute name='subject'/><attribute name='statecode'/><attribute name='prioritycode'/><attribute name='scheduledend'/><attribute name='createdby'/><attribute name='regardingobjectid'/><attribute name='activityid'/><order attribute='subject' descending='false'/><filter type='and'><condition attribute='directioncode' operator='eq' value='0'/><condition attribute='statecode' operator='eq' value='1' /></filter></entity></fetch>"
                    };
                    _rollupQueryIds.Add(_serviceProxy.Create(goalRollupQuery));
                    goalRollupQuery.Id = _rollupQueryIds[0];

                    // The following query locates open incoming phone calls.
                    GoalRollupQuery inProgressGoalRollupQuery = new GoalRollupQuery()
                    {
                        Name = "Example Goal Rollup Query - InProgress",
                        QueryEntityType = PhoneCall.EntityLogicalName,
                        FetchXml = @"<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'><entity name='phonecall'><attribute name='subject'/><attribute name='statecode'/><attribute name='prioritycode'/><attribute name='scheduledend'/><attribute name='createdby'/><attribute name='regardingobjectid'/><attribute name='activityid'/><order attribute='subject' descending='false'/><filter type='and'><condition attribute='directioncode' operator='eq' value='0'/><condition attribute='statecode' operator='eq' value='0' /></filter></entity></fetch>"
                    };
                    _rollupQueryIds.Add(_serviceProxy.Create(inProgressGoalRollupQuery));
                    inProgressGoalRollupQuery.Id = _rollupQueryIds[1];

                    Console.Write("created rollup queries for incoming phone calls.\n");
                    Console.WriteLine();

                    #endregion

                    #region Create a goal to track the open incoming phone calls.

                    // Create the goal.
                    Goal goal = new Goal()
                    {
                        Title = "Sample Goal",
                        RollupOnlyFromChildGoals = false,
                        ConsiderOnlyGoalOwnersRecords = false,
                        TargetInteger = 5,
                        RollupQueryActualIntegerId = goalRollupQuery.ToEntityReference(),
                        RollUpQueryInprogressIntegerId = 
                            inProgressGoalRollupQuery.ToEntityReference(),
                        IsFiscalPeriodGoal = false,
                        MetricId = sampleMetric.ToEntityReference(),
                        GoalOwnerId = new EntityReference
                        {
                            Id = _salesManagerId,
                            LogicalName = SystemUser.EntityLogicalName
                        },
                        OwnerId = new EntityReference
                        {
                            Id = _salesManagerId,
                            LogicalName = SystemUser.EntityLogicalName
                        },
                        GoalStartDate = DateTime.Today.AddDays(-1),
                        GoalEndDate = DateTime.Today.AddDays(30)
                    };
                    _goalId = _serviceProxy.Create(goal);
                    goal.Id = _goalId;

                    Console.WriteLine("Created goal");
                    Console.WriteLine("-------------------");
                    Console.WriteLine("Target: {0}", goal.TargetInteger.Value);
                    Console.WriteLine("Goal owner: {0}", goal.GoalOwnerId.Id);
                    Console.WriteLine("Goal Start Date: {0}", goal.GoalStartDate);
                    Console.WriteLine("Goal End Date: {0}", goal.GoalEndDate);
                    Console.WriteLine("<End of Listing>");
                    Console.WriteLine();

                    #endregion

                    #region Calculate rollup and display result

                    // Calculate roll-up of the goal.
                    RecalculateRequest recalculateRequest = new RecalculateRequest()
                    {
                        Target = goal.ToEntityReference()
                    };
                    _serviceProxy.Execute(recalculateRequest);

                    Console.WriteLine("Calculated roll-up of goal.");
                    Console.WriteLine();

                    // Retrieve and report 3 different computed values for the goal
                    // - Percentage
                    // - Actual (Integer)
                    // - In-Progress (Integer)
                    QueryExpression retrieveValues = new QueryExpression()
                    {
                        EntityName = Goal.EntityLogicalName,
                        ColumnSet = new ColumnSet(
                            "title",
                            "percentage",
                            "actualinteger",
                            "inprogressinteger")
                    };
                    EntityCollection ec = _serviceProxy.RetrieveMultiple(retrieveValues);

                    // Compute and display the results.
                    for (int i = 0; i < ec.Entities.Count; i++)
                    {
                        Goal temp = (Goal)ec.Entities[i];
                        Console.WriteLine("Roll-up details for goal: {0}", temp.Title);
                        Console.WriteLine("---------------");
                        Console.WriteLine("Percentage Achieved: {0}",
                            temp.Percentage);
                        Console.WriteLine("Actual (Integer): {0}",
                            temp.ActualInteger.Value);
                        Console.WriteLine("In-Progress (Integer): {0}",
                            temp.InProgressInteger.Value);
                        Console.WriteLine("<End of Listing>");
                    }

                    Console.WriteLine();

                    #endregion

                    #region Update goal to override the actual rollup value

                    // Override the actual and in-progress values of the goal.
                    // To prevent rollup values to be overwritten during next Recalculate operation, 
                    // set: goal.IsOverridden = true;

                    goal.IsOverride = true;
                    goal.ActualInteger = 10;
                    goal.InProgressInteger = 5;

                    // Update the goal.
                    UpdateRequest update = new UpdateRequest()
                    {
                        Target = goal
                    };
                    _serviceProxy.Execute(update);

                    Console.WriteLine("Goal actual and in-progress values overridden.");
                    Console.WriteLine();

                    #endregion

                    #region Retrieve result of manual override

                    // Retrieve and report 3 different computed values for the goal
                    // - Percentage
                    // - Actual (Integer)
                    // - In-Progress (Integer)
                    retrieveValues = new QueryExpression()
                    {
                        EntityName = Goal.EntityLogicalName,
                        ColumnSet = new ColumnSet(
                            "title",
                            "percentage",
                            "actualinteger",
                            "inprogressinteger")
                    };
                    ec = _serviceProxy.RetrieveMultiple(retrieveValues);

                    // Compute and display the results.
                    for (int i = 0; i < ec.Entities.Count; i++)
                    {
                        Goal temp = (Goal)ec.Entities[i];
                        Console.WriteLine("Roll-up details for goal: {0}", temp.Title);
                        Console.WriteLine("---------------");
                        Console.WriteLine("Percentage Achieved: {0}",
                            temp.Percentage);
                        Console.WriteLine("Actual (Integer): {0}",
                            temp.ActualInteger.Value);
                        Console.WriteLine("In-Progress (Integer): {0}",
                            temp.InProgressInteger.Value);
                        Console.WriteLine("<End of Listing>");
                    }

                    Console.WriteLine();

                    #endregion

                    #region Close the goal

                    // Close the goal.
                    SetStateRequest closeGoal = new SetStateRequest()
                    {
                        EntityMoniker = goal.ToEntityReference(),
                        State = new OptionSetValue(1),
                        Status = new OptionSetValue(1)
                    };

                    Console.WriteLine("Goal closed.");

                    #endregion

                    DeleteRequiredRecords(promptforDelete);
                }
                //</snippetOverrideGoalTotalCount1>
            }

            // 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;
            }
        }
Пример #51
0
        /// <summary>
        /// This method first creates XAML to define the custom workflow. Afterwards, 
        /// it creates the workflow record with this XAML and then activates it.
        /// </summary>
        /// <remarks>
        /// Visit http://msdn.microsoft.com/en-us/library/gg309458.aspx 
        /// for instructions on enabling XAML workflows on the Microsoft Dynamics CRM server.
        /// </remarks>
        /// <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();
                
                    CreateRequiredRecords();

                    #region Create XAML

                    // Define the workflow XAML.
                    string xamlWF;

                    xamlWF = @"<?xml version=""1.0"" encoding=""utf-16""?>
                        <Activity x:Class=""SampleWF"" 
                                  xmlns=""http://schemas.microsoft.com/netfx/2009/xaml/activities"" 
                                  xmlns:mva=""clr-namespace:Microsoft.VisualBasic.Activities;assembly=System.Activities, Version=4.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35"" 
                                  xmlns:mxs=""clr-namespace:Microsoft.Xrm.Sdk;assembly=Microsoft.Xrm.Sdk, Version=5.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35"" 
                                  xmlns:mxswa=""clr-namespace:Microsoft.Xrm.Sdk.Workflow.Activities;assembly=Microsoft.Xrm.Sdk.Workflow, Version=5.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35"" 
                                  xmlns:s=""clr-namespace:System;assembly=mscorlib, Version=4.0.0.0, Culture=neutral, PublicKeyToken=b77a5c561934e089"" 
                                  xmlns:scg=""clr-namespace:System.Collections.Generic;assembly=mscorlib, Version=4.0.0.0, Culture=neutral, PublicKeyToken=b77a5c561934e089"" 
                                  xmlns:srs=""clr-namespace:System.Runtime.Serialization;assembly=System.Runtime.Serialization, Version=4.0.0.0, Culture=neutral, PublicKeyToken=b77a5c561934e089""                                  
                                  xmlns:this=""clr-namespace:"" xmlns:x=""http://schemas.microsoft.com/winfx/2006/xaml"">
                            <x:Members>
                                <x:Property Name=""InputEntities"" Type=""InArgument(scg:IDictionary(x:String, mxs:Entity))"" />
                                <x:Property Name=""CreatedEntities"" Type=""InArgument(scg:IDictionary(x:String, mxs:Entity))"" />
                            </x:Members>
                            <this:SampleWF.InputEntities>
                                <InArgument x:TypeArguments=""scg:IDictionary(x:String, mxs:Entity)"" />
                            </this:SampleWF.InputEntities>
                            <this:SampleWF.CreatedEntities>
                              <InArgument x:TypeArguments=""scg:IDictionary(x:String, mxs:Entity)"" />
                           </this:SampleWF.CreatedEntities>
                            <mva:VisualBasic.Settings>Assembly references and imported namespaces for internal implementation</mva:VisualBasic.Settings>
                            <mxswa:Workflow>
                                <Sequence>
                                    <Sequence.Variables>
                                        <Variable x:TypeArguments=""x:Int32"" Default=""[40]"" Name=""probability_value"" />
                                        <Variable x:TypeArguments=""mxs:Entity"" Default=""[CreatedEntities(&quot;primaryEntity#Temp&quot;)]"" Name=""CreatedEntity"" />
                                    </Sequence.Variables>
                                    <Assign x:TypeArguments=""mxs:Entity"" To=""[CreatedEntity]"" Value=""[New Entity(&quot;opportunity&quot;)]"" />
                                    <Assign x:TypeArguments=""s:Guid"" To=""[CreatedEntity.Id]"" Value=""[InputEntities(&quot;primaryEntity&quot;).Id]"" />
                                    <mxswa:SetEntityProperty Attribute=""closeprobability"" Entity=""[CreatedEntity]"" 
                                        EntityName=""opportunity"" TargetType=""[Type.GetType(&quot;probability_value&quot;)]"" 
                                                       Value=""[probability_value]"">
                                    </mxswa:SetEntityProperty>
                                    <mxswa:UpdateEntity Entity=""[CreatedEntity]"" EntityName=""opportunity"" />
                                    <Assign x:TypeArguments=""mxs:Entity"" To=""[InputEntities(&quot;primaryEntity&quot;)]"" Value=""[CreatedEntity]"" />
                                    <Persist />
                                </Sequence>
                            </mxswa:Workflow>
                        </Activity>";

                    #endregion Create XAML

                    #region Create Workflow

                    //<snippetCreateAWorkflow1>
                    // Create an asynchronous workflow.
                    // The workflow should execute after a new opportunity is created.
                    Workflow workflow = new Workflow()
                    {
                        // These properties map to the New Process form settings in the web application.
                        Name = "Set closeprobability on opportunity create (async)",
                        Type = new OptionSetValue((int)WorkflowType.Definition),
                        Category = new OptionSetValue((int)WorkflowCategory.Workflow),
                        PrimaryEntity = Opportunity.EntityLogicalName,
                        Mode = new OptionSetValue((int)WorkflowMode.Background),

                        // Additional settings from the second New Process form.
                        Description = @"When an opportunity is created, this workflow" +
                            " sets the closeprobability field of the opportunity record to 40%.",
                        OnDemand = false,
                        Subprocess = false,
                        Scope = new OptionSetValue((int)WorkflowScope.User),
                        TriggerOnCreate = true,
                        AsyncAutoDelete = true,
                        Xaml = xamlWF,

                        // Other properties not in the web forms.
                        LanguageCode = 1033,  // U.S. English                        
                    };
                    _workflowId = _serviceProxy.Create(workflow);
                    //</snippetCreateAWorkflow1>

                    Console.WriteLine("Created Workflow: " + workflow.Name);

                    #endregion Create Workflow

                    #region Activate Workflow

                    // Activate the workflow.
                    var activateRequest = new SetStateRequest
                    {
                        EntityMoniker = new EntityReference
                            (Workflow.EntityLogicalName, _workflowId),
                        State = new OptionSetValue((int)WorkflowState.Activated),
                        Status = new OptionSetValue((int)workflow_statuscode.Activated)
                    };
                    _serviceProxy.Execute(activateRequest);
                    Console.WriteLine("Activated Workflow: " + workflow.Name);
                    
                    #endregion Activate Workflow
                    
                    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;
            }
        }
Пример #52
0
        /// <summary>
        /// Creates any entity records that this sample requires.
        /// </summary>
        public void CreateRequiredRecords()
        {

            #region Create or Retrieve the necessary system users

            // Retrieve a sales manager.
            _salesManagerId = 
                SystemUserProvider.RetrieveMarketingManager(_serviceProxy);

            #endregion

            #region Create PhoneCall record and supporting account

            Account newAccount = new Account
            {
                Name = "Margie's Travel",
                Address1_PostalCode = "99999"
            };
            _accountId = (_serviceProxy.Create(newAccount));
            newAccount.Id = _accountId;

            // Create Guids for PhoneCalls
            _phoneCallId = Guid.NewGuid();
            _phoneCall2Id = Guid.NewGuid();

            // Create ActivityPartys for the phone calls' "From" field.
            ActivityParty activityParty = new ActivityParty()
            {
                PartyId = newAccount.ToEntityReference(),
                ActivityId = new EntityReference
                {
                    Id = _phoneCallId,
                    LogicalName = PhoneCall.EntityLogicalName,
                },
                ParticipationTypeMask = new OptionSetValue(9)
            };

            ActivityParty activityPartyClosed = new ActivityParty()
            {
                PartyId = newAccount.ToEntityReference(),
                ActivityId = new EntityReference
                {
                    Id = _phoneCall2Id,
                    LogicalName = PhoneCall.EntityLogicalName,
                },
                ParticipationTypeMask = new OptionSetValue(9)
            };

            // Create an open phone call.
            PhoneCall phoneCall = new PhoneCall()
            {
                Id = _phoneCallId,
                Subject = "Sample Phone Call",
                DirectionCode = false,
                To = new ActivityParty[] { activityParty }
            };
            _serviceProxy.Create(phoneCall);

            // Create a second phone call to close
            phoneCall = new PhoneCall()
            {
                Id = _phoneCall2Id,
                Subject = "Sample Phone Call 2",
                DirectionCode = false,
                To = new ActivityParty[] { activityParty },
                ActualEnd = DateTime.Now
            };
            _serviceProxy.Create(phoneCall);

            // Close the second phone call.
            SetStateRequest closePhoneCall = new SetStateRequest()
            {
                EntityMoniker = phoneCall.ToEntityReference(),
                State = new OptionSetValue(1),
                Status = new OptionSetValue(4)
            };
            _serviceProxy.Execute(closePhoneCall);

            #endregion
        }
Пример #53
0
        /// <summary>
        /// This method creates any entity records that this sample requires.
        /// Create a unit group.
        /// Retrieve the default unit.
        /// Create few products.
        /// Create new discount list and discount.
        /// Create new price list and few price list items.
        /// Create an account record.
        /// Create a new opportunity and few opportunity products.
        /// </summary>
        public void CreateRequiredRecords()
        {
            // Create a unit group
            UoMSchedule newUnitGroup = new UoMSchedule
            {
                Name = "Example Unit Group",
                BaseUoMName = "Example Primary Unit"
            };

            _unitGroupId = _serviceProxy.Create(newUnitGroup);
            Console.WriteLine("Created {0}", newUnitGroup.Name);

            // Retrieve the default unit id that was automatically created
            // when we created the Unit Group
            QueryExpression unitQuery = new QueryExpression
            {
                EntityName = UoM.EntityLogicalName,
                ColumnSet = new ColumnSet("uomid", "name"),
                Criteria = new FilterExpression
                {
                    Conditions = 
                        {
                            new ConditionExpression 
                            {
                                AttributeName = "uomscheduleid",
                                Operator = ConditionOperator.Equal,
                                Values = { _unitGroupId }
                            }
                        }
                },
                PageInfo = new PagingInfo
                {
                    PageNumber = 1,
                    Count = 1
                }
            };          
            
            // Retrieve the unit.
            UoM unit = (UoM)_serviceProxy.RetrieveMultiple(unitQuery).Entities[0];

            _defaultUnitId = unit.UoMId.Value;

            Console.WriteLine("Retrieved {0}", unit.Name);
          
            // Create a few products
            Product newProduct1 = new Product
            {
                ProductNumber = "1",
                Name = "Example Product 1",
                ProductStructure = new OptionSetValue(1),
                QuantityDecimal = 2,
                DefaultUoMScheduleId = new EntityReference(UoMSchedule.EntityLogicalName, 
                    _unitGroupId),
                DefaultUoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId)
            };

            _product1Id = _serviceProxy.Create(newProduct1);
            Console.WriteLine("Created {0}", newProduct1.Name);

            Product newProduct2 = new Product
            {
               ProductNumber = "2",
               Name = "Example Product 2",
               ProductStructure = new OptionSetValue(1),
               QuantityDecimal = 3,
               DefaultUoMScheduleId = new EntityReference(UoMSchedule.EntityLogicalName, 
                   _unitGroupId),
               DefaultUoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId)
            };

            _product2Id = _serviceProxy.Create(newProduct2);
            Console.WriteLine("Created {0}", newProduct2.Name);

            // Create a new discount list
            DiscountType newDiscountType = new DiscountType
            {
                Name = "Example Discount List",
                IsAmountType = false
            };

            _discountTypeId = _serviceProxy.Create(newDiscountType);
            Console.WriteLine("Created {0}", newDiscountType.Name);

            // Create a new discount
            Discount newDiscount = new Discount
            {
                DiscountTypeId = new EntityReference(DiscountType.EntityLogicalName, 
                    _discountTypeId),
                LowQuantity = 5,
                HighQuantity = 10,
                Percentage = 3
            };

            _discountId = _serviceProxy.Create(newDiscount);

            Console.WriteLine("Created new discount for the {0}.", newDiscountType.Name);

            // Create a price list
            PriceLevel newPriceList = new PriceLevel
            {
                Name = "Example Price List"
            };

            _priceListId = _serviceProxy.Create(newPriceList);
            Console.WriteLine("Created {0}", newPriceList.Name);

            // Create a price list item for the first product and apply volume discount
            ProductPriceLevel newPriceListItem1 = new ProductPriceLevel 
            {
                PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName, _priceListId),
                ProductId = new EntityReference(Product.EntityLogicalName, _product1Id),
                UoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId),
                Amount = new Money(20),
                DiscountTypeId = new EntityReference(DiscountType.EntityLogicalName, 
                    _discountTypeId)
            };

            _priceListItem1Id = _serviceProxy.Create(newPriceListItem1);
            Console.WriteLine(@"Created price list item for the {0} and applied 
                volume discount.", newProduct1.Name);

            // Create a price list item for the second product
            ProductPriceLevel newPriceListItem2 = new ProductPriceLevel
            {
                PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName, _priceListId),
                ProductId = new EntityReference(Product.EntityLogicalName, _product2Id),
                UoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId),
                Amount = new Money(20)
            };

            _priceListItem2Id = _serviceProxy.Create(newPriceListItem2);
            Console.WriteLine("Created price list item for the {0}.", newProduct1.Name);

            //Publish Product1
            SetStateRequest publishRequest1 = new SetStateRequest
            {
                EntityMoniker = new EntityReference(Product.EntityLogicalName, _product1Id),
                State = new OptionSetValue((int)ProductState.Active),
                Status = new OptionSetValue(1)
            };
            _serviceProxy.Execute(publishRequest1);

            //Publish Product2
            SetStateRequest publishRequest2 = new SetStateRequest
            {
                EntityMoniker = new EntityReference(Product.EntityLogicalName, _product2Id),
                State = new OptionSetValue((int)ProductState.Active),
                Status = new OptionSetValue(1)
            };
            _serviceProxy.Execute(publishRequest2);
            Console.WriteLine("Published both the products");

            // Create an account record for the opporutnity's potential customerid 
            Account newAccount = new Account
            {
                Name = "Example Account"
            };
            _accountId = _serviceProxy.Create(newAccount);

            Console.WriteLine("Created {0}", newAccount.Name);

            // Create a new opportunity
            Opportunity newOpportunity = new Opportunity
            {
                Name = "Example Opportunity",
                CustomerId = new EntityReference(Account.EntityLogicalName,
                    _accountId),
                PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName,
                    _priceListId)
            };

            _opportunityId = _serviceProxy.Create(newOpportunity);
            Console.WriteLine("Created {0}.", newOpportunity.Name);

            // Create some opportunity products
            OpportunityProduct newOpportunityProduct1 = new OpportunityProduct
            {
                OpportunityId = new EntityReference(Opportunity.EntityLogicalName,
                    _opportunityId),
                ProductId = new EntityReference(Product.EntityLogicalName,
                    _product1Id),
                UoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId),
                Quantity = 8
            };

            _opportunityProduct1Id = _serviceProxy.Create(newOpportunityProduct1);

            OpportunityProduct newOpportunityProduct2 = new OpportunityProduct
            {
                OpportunityId = new EntityReference(Opportunity.EntityLogicalName,
                    _opportunityId),
                ProductId = new EntityReference(Product.EntityLogicalName,
                    _product2Id),
                UoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId),
                Quantity = 1
            };

            _opportunityProduct2Id = _serviceProxy.Create(
                newOpportunityProduct2);

            Console.WriteLine("Created few opportunity products.");

            return;
        }
Пример #54
0
        /// <summary>
        /// Creates any entity records that this sample requires.
        /// </summary>
        public void CreateRequiredRecords()
        {

            #region Create or Retrieve the necessary system users

            // Retrieve the ldapPath
            String ldapPath = String.Empty;
            // Retrieve the sales team - 1 sales manager and 2 sales representatives.
            _salesManagerId =
                SystemUserProvider.RetrieveSalesManager(_serviceProxy, ref ldapPath);
            _salesRepresentativeId =
                SystemUserProvider.RetrieveSalespersons(_serviceProxy, ref ldapPath)[0];

            #endregion

            #region Create records to support SalesOrder records
            // Create a unit group
            UoMSchedule newUnitGroup = new UoMSchedule
            {
                Name = "Example Unit Group",
                BaseUoMName = "Example Primary Unit"
            };
            _unitGroupId = _serviceProxy.Create(newUnitGroup);

            // Retrieve the default unit id that was automatically created
            // when we created the Unit Group
            QueryExpression unitQuery = new QueryExpression
            {
                EntityName = UoM.EntityLogicalName,
                ColumnSet = new ColumnSet("uomid", "name"),
                Criteria = new FilterExpression
                {
                    Conditions = 
                        {
                            new ConditionExpression 
                            {
                                AttributeName = "uomscheduleid",
                                Operator = ConditionOperator.Equal,
                                Values = { _unitGroupId }
                            }
                        }
                },
                PageInfo = new PagingInfo
                {
                    PageNumber = 1,
                    Count = 1
                }
            };

            // Retrieve the unit.
            UoM unit = (UoM)_serviceProxy.RetrieveMultiple(unitQuery).Entities[0];
            _defaultUnitId = unit.UoMId.Value;

            // Create a few products
            Product newProduct = new Product
            {
                ProductNumber = "1",
                Name = "Example Product",
                ProductStructure = new OptionSetValue(1),
                QuantityDecimal = 2,
                DefaultUoMScheduleId =
                    new EntityReference(UoMSchedule.EntityLogicalName, _unitGroupId),
                DefaultUoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId)
            };
            _productId = _serviceProxy.Create(newProduct);
            newProduct.Id = _productId;
            Console.WriteLine("Created {0}", newProduct.Name);

            // Create a price list
            PriceLevel newPriceList = new PriceLevel
            {
                Name = "Example Price List"
            };
            _priceListId = _serviceProxy.Create(newPriceList);

            // Create a price list item for the first product and apply volume discount
            ProductPriceLevel newPriceListItem = new ProductPriceLevel
            {
                PriceLevelId =
                    new EntityReference(PriceLevel.EntityLogicalName, _priceListId),
                ProductId =
                    new EntityReference(Product.EntityLogicalName, _productId),
                UoMId =
                    new EntityReference(UoM.EntityLogicalName, _defaultUnitId),
                Amount = new Money(20),
            };
            _priceListItemId = _serviceProxy.Create(newPriceListItem);

            // Publish the product
            SetStateRequest publishRequest = new SetStateRequest
            {
                EntityMoniker = new EntityReference(Product.EntityLogicalName, _productId),
                State = new OptionSetValue((int)ProductState.Active),
                Status = new OptionSetValue(1)
            };
            _serviceProxy.Execute(publishRequest);
            Console.WriteLine("Published {0}", newProduct.Name);


            // Create an account record for the sales order's potential customerid 
            Account newAccount = new Account
            {
                Name = "Litware, Inc.",
                Address1_PostalCode = "60661"
            };
            _accountId = _serviceProxy.Create(newAccount);
            newAccount.Id = _accountId;

            #endregion Create records to support SalesOrder

            #region Create SalesOrder record

            // Create the sales order.
            SalesOrder order = new SalesOrder()
            {
                Name = "Faux Order",
                DateFulfilled = new DateTime(2010, 8, 1),
                PriceLevelId =
                    new EntityReference(PriceLevel.EntityLogicalName, _priceListId),
                CustomerId =
                    new EntityReference(Account.EntityLogicalName, _accountId),
                FreightAmount = new Money(20.0M)
            };
            _orderId = _serviceProxy.Create(order);
            order.Id = _orderId;

            // Add the product to the order with the price overriden with a
            // negative value.
            SalesOrderDetail orderDetail = new SalesOrderDetail()
            {
                ProductId = newProduct.ToEntityReference(),
                Quantity = 4,
                SalesOrderId = order.ToEntityReference(),
                IsPriceOverridden = true,
                PricePerUnit = new Money(1000.0M),
                UoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId)
            };
            _orderDetailId = _serviceProxy.Create(orderDetail);

            #endregion Create SalesOrder record
        }
Пример #55
0
        private bool FindAndDeactivateEntity(DateTime date)
        {
            using (var orgContext = new OrganizationServiceContext(this.service))
            {
                var currencyFromCrm = (from i in orgContext.CreateQuery<sl_ExchangeRate>()
                                       where i.sl_RelevanceDate < date.ToUniversalTime().AddHours(_ToCrmUTCDate)
                                       && i.statecode == sl_ExchangeRateState.Active
                                       select i).ToList();

                if (currencyFromCrm.Count == 0)
                {
                    return true;
                }

                // деактивация устаревших курсов State = Close

                foreach (var item in currencyFromCrm)
                {
                    SetStateRequest deactivateRequest = new SetStateRequest()
                    {
                        EntityMoniker = new EntityReference(sl_ExchangeRate.EntityLogicalName, item.Id),
                        State = new OptionSetValue(1),
                        Status = new OptionSetValue(-1)
                    };
                    orgContext.Execute(deactivateRequest);
                }
                return true;
            }
        }
Пример #56
0
        public static MsCrmResult PassiveCode(Guid pointCodeId, IOrganizationService service)
        {
            MsCrmResult returnValue = new MsCrmResult();
            try
            {
                SetStateRequest setStateReq = new SetStateRequest();
                setStateReq.EntityMoniker = new EntityReference("new_pointcode", pointCodeId);
                setStateReq.State = new OptionSetValue(1);
                setStateReq.Status = new OptionSetValue(2);

                SetStateResponse response = (SetStateResponse)service.Execute(setStateReq);

                returnValue.Success = true;
                returnValue.Result = "Kod kullanıldı";
            }
            catch (Exception ex)
            {
                returnValue.Success = false;
                returnValue.Result = ex.Message;
            }
            return returnValue;
        }
Пример #57
0
        /// <summary>
        /// Deletes any entity records that were created for this sample.
        /// <param name="prompt">Indicates whether to prompt the user 
        /// to delete the records created in this sample.</param>
        /// </summary>
        public void DeleteRequiredRecords(bool prompt)
        {
            bool deleteRecords = true;

            if (prompt)
            {
                Console.WriteLine("\nDo you want these entity records deleted? (y/n) [y]: ");
                String answer = Console.ReadLine();

                deleteRecords = (answer.StartsWith("y") || answer.StartsWith("Y") || answer == String.Empty);
            }

            if (deleteRecords)
            {
                SetStateRequest setStateRequest = new SetStateRequest()
                {
                    EntityMoniker =
                        new EntityReference(Workflow.EntityLogicalName, _workflowId),
                    State = new OptionSetValue((int)WorkflowState.Draft),
                    Status = new OptionSetValue(1)
                };
                _serviceProxy.Execute(setStateRequest);

                _serviceProxy.Delete(Workflow.EntityLogicalName, _workflowId);
                _serviceProxy.Delete(Lead.EntityLogicalName, _leadId);
                _serviceProxy.Delete(AsyncOperation.EntityLogicalName, _asyncOperationId);
                Console.WriteLine("Entity records have been deleted.");
            }
        }
        protected void RequestView_RowCommand(object sender, GridViewCommandEventArgs e)
        {
            if (e.CommandName == "Confirm")
            {
                UpdateConfirm(e.CommandArgument.ToString());
            }
            if (e.CommandName == "Cancel")
            {
                Entity _req = new Entity("incident");
                _req["incidentid"] = new Guid(e.CommandArgument.ToString());
                _req["helpdesk_statusdescription"] = null;
                crmService.Update(_req);

                    SetStateRequest _request = new SetStateRequest();
                    _request.EntityMoniker = new EntityReference("incident", new Guid(e.CommandArgument.ToString()));
                    _request.State = new OptionSetValue(2);
                    _request.Status = new OptionSetValue(6);
                    SetStateResponse _SetStateResponse = (SetStateResponse)crmService.Execute(_request);
                    FillRequestList();

                
            }
        }
Пример #59
0
        /// <summary>
        /// Creates any entity records that this sample requires.
        /// </summary>
        public void CreateRequiredRecords()
        {
           #region Create or Retrieve the necessary system users

            // Retrieve the ldapPath
            String ldapPath = String.Empty;
            // Retrieve the sales team - 1 sales manager and 2 sales representatives.
            _salesManagerId =
                SystemUserProvider.RetrieveSalesManager(_serviceProxy, ref ldapPath);
            _salesRepresentativeIds = 
                SystemUserProvider.RetrieveSalespersons(_serviceProxy, ref ldapPath);

            #endregion

            #region Create records to support Opportunity records
            // Create a unit group
            UoMSchedule newUnitGroup = new UoMSchedule
            {
                Name = "Example Unit Group",
                BaseUoMName = "Example Primary Unit"
            };
            _unitGroupId = _serviceProxy.Create(newUnitGroup);

            // Retrieve the default unit id that was automatically created
            // when we created the Unit Group
            QueryExpression unitQuery = new QueryExpression
            {
                EntityName = UoM.EntityLogicalName,
                ColumnSet = new ColumnSet("uomid", "name"),
                Criteria = new FilterExpression
                {
                    Conditions = 
                        {
                            new ConditionExpression 
                            {
                                AttributeName = "uomscheduleid",
                                Operator = ConditionOperator.Equal,
                                Values = { _unitGroupId }
                            }
                        }
                },
                PageInfo = new PagingInfo
                {
                    PageNumber = 1,
                    Count = 1
                }
            };

            // Retrieve the unit.
            UoM unit = (UoM)_serviceProxy.RetrieveMultiple(unitQuery).Entities[0];
            _defaultUnitId = unit.UoMId.Value;

            // Create a few products
            Product newProduct1 = new Product
            {
                ProductNumber = "1",
                Name = "Example Product 1",
                ProductStructure = new OptionSetValue(1),
                QuantityDecimal = 2,
                DefaultUoMScheduleId = new EntityReference(UoMSchedule.EntityLogicalName,
                    _unitGroupId),
                DefaultUoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId)
            };
            _product1Id = _serviceProxy.Create(newProduct1);
            Console.WriteLine("Created {0}", newProduct1.Name);

            Product newProduct2 = new Product
            {
                ProductNumber = "2",
                Name = "Example Product 2",
                ProductStructure = new OptionSetValue(1),
                QuantityDecimal = 3,
                DefaultUoMScheduleId = new EntityReference(UoMSchedule.EntityLogicalName,
                    _unitGroupId),
                DefaultUoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId)
            };
            _product2Id = _serviceProxy.Create(newProduct2);
            Console.WriteLine("Created {0}", newProduct2.Name);

            // Create a price list
            PriceLevel newPriceList = new PriceLevel
            {
                Name = "Example Price List"
            };
            _priceListId = _serviceProxy.Create(newPriceList);

            // Create a price list item for the first product and apply volume discount
            ProductPriceLevel newPriceListItem1 = new ProductPriceLevel
            {
                PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName, _priceListId),
                ProductId = new EntityReference(Product.EntityLogicalName, _product1Id),
                UoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId),
                Amount = new Money(20)
            };
            _priceListItem1Id = _serviceProxy.Create(newPriceListItem1);

            // Create a price list item for the second product
            ProductPriceLevel newPriceListItem2 = new ProductPriceLevel
            {
                PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName, _priceListId),
                ProductId = new EntityReference(Product.EntityLogicalName, _product2Id),
                UoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId),
                Amount = new Money(15)
            };
            _priceListItem2Id = _serviceProxy.Create(newPriceListItem2);

            //Publish Product1
            SetStateRequest publishRequest1 = new SetStateRequest
            {
                EntityMoniker = new EntityReference(Product.EntityLogicalName, _product1Id),
                State = new OptionSetValue((int)ProductState.Active),
                Status = new OptionSetValue(1)
            };
            _serviceProxy.Execute(publishRequest1);

            //Publish Product2
            SetStateRequest publishRequest2 = new SetStateRequest
            {
                EntityMoniker = new EntityReference(Product.EntityLogicalName, _product2Id),
                State = new OptionSetValue((int)ProductState.Active),
                Status = new OptionSetValue(1)
            };
            _serviceProxy.Execute(publishRequest2);
            Console.WriteLine("Published both the products");

            // Create an account record for the opportunity's potential customerid
            Account newAccount = new Account
            {
                Name = "Margie's Travel",
                Address1_PostalCode = "99999"
            };
            _accountId = (_serviceProxy.Create(newAccount));

            #endregion Create records to support Opportunity records

        }
Пример #60
0
        /// <summary>
        /// Creates any entity records that this sample requires.
        /// </summary>
        public void CreateRequiredRecords()
        {
            #region create kb articles

            Console.WriteLine("  Creating KB Articles");

            _subjectId = (
                          from subject in _context.SubjectSet
                          where subject.Title == "Default Subject"
                          select subject.Id
                         ).First();

            var kbArticleTemplateId = (               
                                       from articleTemplate in _context.KbArticleTemplateSet
                                       where articleTemplate.Title == "Standard KB Article"
                                       select articleTemplate.Id
                                      ).FirstOrDefault();

            if (kbArticleTemplateId != Guid.Empty)
            {
                // create a KB article
                _articles[0] = new KbArticle()
                {
                    // set the article properties
                    Title = "Searching the knowledge base",
                    ArticleXml = @"
                <articledata>
                    <section id='0'>
                        <content><![CDATA[This is a sample article about searching the knowledge base.]]></content>
                    </section>
                    <section id='1'>
                        <content><![CDATA[Knowledge bases contain information useful for various people.]]></content>
                    </section>
                </articledata>",
                    // use the built-in "Standard KB Article" template
                    KbArticleTemplateId = new EntityReference(KbArticleTemplate.EntityLogicalName,
                        kbArticleTemplateId),
                    // use the default subject
                    SubjectId = new EntityReference(Subject.EntityLogicalName, _subjectId),
                    KeyWords = "Searching Knowledge base"
                };
                _context.AddObject(_articles[0]);

                _articles[1] = new KbArticle()
                {
                    Title = "What's in a knowledge base",
                    ArticleXml = @"
                            <articledata>
                                <section id='0'>
                                    <content><![CDATA[This is a sample article about what would be in a knowledge base.]]></content>
                                </section>
                                <section id='1'>
                                    <content><![CDATA[This section contains more information.]]></content>
                                </section>
                            </articledata>",
                    KbArticleTemplateId = new EntityReference(KbArticleTemplate.EntityLogicalName,
                       kbArticleTemplateId),
                    SubjectId = new EntityReference(Subject.EntityLogicalName, _subjectId),
                    KeyWords = "Knowledge base"
                };
                _context.AddObject(_articles[1]);

                _articles[2] = new KbArticle()
                {
                    Title = "Searching the knowledge base from code",
                    ArticleXml = @"
                            <articledata>
                                <section id='0'>
                                    <content><![CDATA[This article covers searching the knowledge base from code.]]></content>
                                </section>
                                <section id='1'>
                                    <content><![CDATA[This section contains more information.]]></content>
                                </section>
                            </articledata>",
                    KbArticleTemplateId = new EntityReference(KbArticleTemplate.EntityLogicalName,
                       kbArticleTemplateId),
                    SubjectId = new EntityReference(Subject.EntityLogicalName, _subjectId),
                    KeyWords = "Knowledge base code"
                };
                _context.AddObject(_articles[2]);
                _context.SaveChanges();
            }
            else
            {
                throw new ArgumentException("Standard Article Templates are missing");
            }
            #endregion

            #region Submit the articles

            Console.WriteLine("  Submitting the articles");

            foreach (var article in _articles)
            {
                _context.Execute(new SetStateRequest
                {
                    EntityMoniker = article.ToEntityReference(),
                    State = new OptionSetValue((int)KbArticleState.Unapproved),
                    Status = new OptionSetValue((int)kbarticle_statuscode.Unapproved)
                });
            }

            #endregion

            #region Approve and Publish the article

            Console.WriteLine("  Publishing articles");

            foreach (var article in _articles)
            {
                _context.Execute(new SetStateRequest
                {
                    EntityMoniker = article.ToEntityReference(),
                    State = new OptionSetValue((int)KbArticleState.Published),
                    Status = new OptionSetValue((int)kbarticle_statuscode.Published)
                });
            }

            #endregion

            #region Waiting for publishing to finish

            // Wait 20 seconds to ensure that data will be available
            // Full-text indexing
            Console.WriteLine("  Waiting 20 seconds to ensure indexing has completed on the new records.");
            System.Threading.Thread.Sleep(20000);
            Console.WriteLine();

            #endregion

            #region Add cases to KbArticles

            // Create UoM
            _uomSchedule = new UoMSchedule()
            {
                Name = "Sample unit group",
                BaseUoMName = "Sample base unit"
            };
            _context.AddObject(_uomSchedule);
            _context.SaveChanges();

            _uom = (from uom in _context.UoMSet
                    where uom.Name == _uomSchedule.BaseUoMName
                    select uom).First();

            Console.WriteLine("  Creating an account and incidents for the KB articles");
            var whoami = (WhoAmIResponse)_context.Execute(new WhoAmIRequest());

            _account = new Account()
            {
                Name = "Coho Winery",
            };
            _context.AddObject(_account);
            _context.SaveChanges();

            _product = new Product()
            {
                Name = "Sample Product",
                ProductNumber = "0",
                ProductStructure = new OptionSetValue(1),
                DefaultUoMScheduleId = _uomSchedule.ToEntityReference(),
                DefaultUoMId = _uom.ToEntityReference()
            };
            
            _context.AddObject(_product);
            _context.SaveChanges();

            // Publish Product
            SetStateRequest publishRequest = new SetStateRequest
            {
                EntityMoniker = new EntityReference(Product.EntityLogicalName, _product.Id),
                State = new OptionSetValue((int)ProductState.Active),
                Status = new OptionSetValue(1)
            };
            _context.Execute(publishRequest);

            _incident = new Incident()
            {
                Title = "A sample incident",
                OwnerId = new EntityReference(SystemUser.EntityLogicalName, whoami.UserId),
                KbArticleId = _articles[0].ToEntityReference(),
                CustomerId = _account.ToEntityReference(),
                SubjectId = new EntityReference(Subject.EntityLogicalName, _subjectId),
                ProductId = _product.ToEntityReference()
            };
            _context.AddObject(_incident);
            _context.SaveChanges();

            #endregion
        }