/// <summary>
/// The Run() method first connects to the Organization service. Afterwards,
/// basic create, retrieve, update, and delete entity operations are performed.
/// </summary>
/// <param name="connectionString">Provides service connection information.</param>
/// <param name="promptforDelete">When True, the user will be prompted to delete all
/// created entities.</param>
public void Run(String connectionString, bool promptforDelete)
{
try
{
// Connect to the CRM web service using a connection string.
CrmServiceClient conn = new Xrm.Tooling.Connector.CrmServiceClient(connectionString);
// Cast the proxy client to the IOrganizationService interface.
_orgService = (IOrganizationService)conn.OrganizationWebProxyClient != null ? (IOrganizationService)conn.OrganizationWebProxyClient : (IOrganizationService)conn.OrganizationServiceProxy;
//Create any entity records this sample requires.
CreateRequiredRecords();
// Obtain information about the logged on user from the web service.
Guid userid = ((WhoAmIResponse)_orgService.Execute(new WhoAmIRequest())).UserId;
SystemUser systemUser = (SystemUser)_orgService.Retrieve("systemuser", userid,
new ColumnSet(new string[] { "firstname", "lastname" }));
Console.WriteLine("Logged on user is {0} {1}.", systemUser.FirstName, systemUser.LastName);
// Retrieve the version of Microsoft Dynamics CRM.
RetrieveVersionRequest versionRequest = new RetrieveVersionRequest();
RetrieveVersionResponse versionResponse =
(RetrieveVersionResponse)_orgService.Execute(versionRequest);
Console.WriteLine("Microsoft Dynamics CRM version {0}.", versionResponse.Version);
// Instantiate an account object. Note the use of option set enumerations defined in OptionSets.cs.
// Refer to the Entity Metadata topic in the SDK documentation to determine which attributes must
// be set for each entity.
Account account = new Account {
Name = "Fourth Coffee"
};
account.AccountCategoryCode = new OptionSetValue((int)AccountAccountCategoryCode.PreferredCustomer);
account.CustomerTypeCode = new OptionSetValue((int)AccountCustomerTypeCode.Investor);
// Create an account record named Fourth Coffee.
_accountId = _orgService.Create(account);
Console.Write("{0} {1} created, ", account.LogicalName, account.Name);
// Retrieve the several attributes from the new account.
ColumnSet cols = new ColumnSet(
new String[] { "name", "address1_postalcode", "lastusedincampaign" });
Account retrievedAccount = (Account)_orgService.Retrieve("account", _accountId, cols);
Console.Write("retrieved, ");
// Update the postal code attribute.
retrievedAccount.Address1_PostalCode = "98052";
// The address 2 postal code was set accidentally, so set it to null.
retrievedAccount.Address2_PostalCode = null;
// Shows use of a Money value.
retrievedAccount.Revenue = new Money(5000000);
// Shows use of a Boolean value.
retrievedAccount.CreditOnHold = false;
// Update the account record.
_orgService.Update(retrievedAccount);
Console.WriteLine("and updated.");
// Delete any entity records this sample created.
DeleteRequiredRecords(promptforDelete);
}
// Catch any service fault exceptions that Microsoft Dynamics CRM throws.
catch (FaultException <Microsoft.Xrm.Sdk.OrganizationServiceFault> )
{
// You can handle an exception here or pass it back to the calling method.
throw;
}
}
/// <summary>
/// The Run() method first connects to the Organization service. Afterwards,
/// basic create, retrieve, update, and delete entity operations are performed.
/// </summary>
/// <param name="connectionString">Provides service connection information.</param>
/// <param name="promptforDelete">When True, the user will be prompted to delete all
/// created entities.</param>
public void Run(String connectionString, bool promptforDelete)
{
try
{
// Connect to the CRM web service using a connection string.
CrmServiceClient conn = new Xrm.Tooling.Connector.CrmServiceClient(connectionString);
// Cast the proxy client to the IOrganizationService interface.
_organizationService = (IOrganizationService)conn.OrganizationWebProxyClient != null ? (IOrganizationService)conn.OrganizationWebProxyClient : (IOrganizationService)conn.OrganizationServiceProxy;
//Create any entity records this sample requires.
CreateRequiredRecords();
DisplayLoggedOnUserInformation();
DisplayDynamicsCrmVersion();
//TryWebApi();
var searchString = GetAccountSearchString();
RetrieveMultipleAccountsUsingLinq(searchString);
string contactSearchString = "Holmes";
RetrieveAndUpdateAccountsByName(contactSearchString);
const string contactLastName = "Holmes 3";
Console.WriteLine("Creating contact: " + contactLastName);
var contact = CreateContact(contactLastName);
var retrievedContact = RetrieveContactById();
Console.WriteLine("created contact retrieved: " + retrievedContact.FullName + ", ELCA: " + retrievedContact.GetAttributeValue <bool>("new_iselcaemployee"));
// create a new animal (Late bound):
var entity = new Entity("new_animal");
entity["new_name"] = "Pluto";
var _animalId = _organizationService.Create(entity);
Console.WriteLine("Animal created: " + entity.LogicalName + ", name: " + entity.Attributes["new_name"]);
string accountName = GetAccountName();
var account = CreateAccount(accountName);
Console.Write("{0} {1} created, ", account.LogicalName, account.Name);
var retrievedAccount = RetrieveAccount();
Console.Write("retrieved, ");
Console.WriteLine();
// displaying the retrieved attributes of the account:
Console.WriteLine("Account information: "
+ Environment.NewLine
+ "name: {0}, address1_postalcode: {1}, lastusedincampaign: {2}", retrievedAccount.Name,
retrievedAccount.Address1_PostalCode, retrievedAccount.LastUsedInCampaign);
UpdateAccount(retrievedAccount);
Console.WriteLine("and updated.");
//ExecuteActions(retrievedAccount);
ExecuteCallAddActivityAction();
// Delete any entity records this sample created.
DeleteRequiredRecords(promptforDelete);
}
// Catch any service fault exceptions that Microsoft Dynamics CRM throws.
catch (FaultException <Microsoft.Xrm.Sdk.OrganizationServiceFault> )
{
// You can handle an exception here or pass it back to the calling method.
throw;
}
}
