public static Profile GetProfile(string ProfileName)
{
FilterExpression filter = new FilterExpression(LogicalOperator.And);
filter.AddCondition(new ConditionExpression("appl_name", ConditionOperator.Equal, ProfileName));
EntityCollection col = XrmCore.RetrieveByFilter("appl_profiledefinition", filter);
if (col.Entities.Count != 1)
{
throw new Exception(string.Format("There are {0} profiles with the name {1}. 1 was expected", col.Entities.Count, ProfileName));
}
Guid ProfileDefinitionId = col.Entities.First().GetAttributeValue <Guid>("appl_profiledefinitionid");
using (CrmOrganizationServiceContext service = new CrmOrganizationServiceContext(XrmConnection.Connection))
{
IQueryable <Entity> query = from field in service.CreateQuery("appl_profilefield")
join related in service.CreateQuery("appl_profilefield_appl_profiledefinitio") on field["appl_profilefieldid"] equals related["appl_profilefieldid"]
join profiledef in service.CreateQuery("appl_profiledefinition") on related["appl_profiledefinitionid"] equals profiledef["appl_profiledefinitionid"]
where (string)profiledef["appl_name"] == ProfileName
select field;
return(Profile.Factory(new EntityCollection(query.ToList()), ProfileDefinitionId));
}
}
public static Guid CreateLead(string subject, string description, string firstName, string lastName, string companyName, string email, NameValueCollection otherFields, CrmConnection connection = null)
{
Entity lead = new Entity("lead", Guid.NewGuid());
if (!string.IsNullOrEmpty(email))
{
lead["emailaddress1"] = email;
EntityCollection contacts = XrmCore.RetrieveByAttribute("contact", "emailaddress1", email);
if (contacts.Entities.Count > 0)
{
Entity contact = contacts.Entities.OrderByDescending(x => x.GetAttributeValue <DateTime>("createdon")).First();
lead["contactid"] = contact.ToEntityReference();
if (contact.Contains("accountid"))
{
lead["accountid"] = contact.GetAttributeValue <EntityReference>("accountid");
}
}
}
lead["subject"] = subject;
lead["firstname"] = firstName;
lead["lastname"] = lastName;
lead["companyname"] = companyName;
lead["description"] = description;
if (otherFields != null && otherFields.Count > 0)
{
foreach (string key in otherFields.AllKeys)
{
lead[key] = otherFields[key];
}
}
return(XrmCore.CreateEntity(lead));
}
public static void AddToMarketingList(Guid[] listMembers, Guid listId)
{
AddListMembersListRequest request = new AddListMembersListRequest();
request.MemberIds = listMembers;
request.ListId = listId;
AddListMembersListResponse response = XrmCore.Execute <AddListMembersListRequest, AddListMembersListResponse>(request);
}
public static void RemoveFromMarketingList(Guid listMember, Guid listId)
{
RemoveMemberListRequest request = new RemoveMemberListRequest();
request.EntityId = listMember;
request.ListId = listId;
RemoveMemberListResponse response = XrmCore.Execute <RemoveMemberListRequest, RemoveMemberListResponse>(request);
}
public static bool UpdateUserProfile(UserProfile Profiles)
{
EntityCollection collection = new EntityCollection();
collection.EntityName = "appl_membershipprofile";
Profiles.Fields.ForEach(profile => collection.Entities.Add(profile.ToEntity()));
return(XrmCore.BulkSave(collection));
}
public static Guid CreateLead(NameValueCollection formCollection)
{
string LeadId = formCollection.Get("leadid");
Entity lead = new Entity("lead", Guid.NewGuid());
Guid id = Guid.Empty;
if (!string.IsNullOrEmpty(LeadId) && Guid.TryParse(LeadId, out id))
{
lead = XrmCore.Retrieve("lead", id);
}
string Email = formCollection.Get("emailaddress1");
if (!string.IsNullOrEmpty(Email))
{
EntityCollection contacts = XrmCore.RetrieveByAttribute("contact", "emailaddress1", Email);
if (contacts.Entities.Count > 0)
{
Entity contact = contacts.Entities.OrderByDescending(x => x.GetAttributeValue <DateTime>("createdon")).First();
lead["contactid"] = contact.ToEntityReference();
if (contact.Contains("accountid"))
{
lead["accountid"] = contact.GetAttributeValue <EntityReference>("accountid");
}
}
}
foreach (string key in formCollection.AllKeys.Except(new string[] { "leadid" }))
{
lead[key] = formCollection[key];
}
if (id.Equals(Guid.Empty))
{
id = XrmCore.CreateEntity(lead);
}
else
{
XrmCore.UpdateEntity(lead);
id = lead.Id;
}
return(id);
}
private static EntityCollection GetUserProfiles(Guid ContactId, Guid?ProfileId)
{
if (ProfileId.HasValue)
{
OrganizationService srv = new OrganizationService(XrmConnection.Connection);
using (CrmOrganizationServiceContext service = new CrmOrganizationServiceContext(srv))
{
IQueryable <Entity> query = from entity in service.CreateQuery("appl_membershipprofile")
where (Guid)entity["appl_contactid"] == ContactId && (Guid)entity["appl_profiledefinitionid"] == ProfileId.Value
select entity;
EntityCollection col = new EntityCollection(query.ToList());
col.EntityName = "appl_membershipprofile";
return(col);
}
}
else
{
return(XrmCore.GetRelated(new Entity("contact", ContactId), "appl_membershipprofile", "appl_contactid", CacheResults: false));
}
}
public static XrmLeadResult CreateLead(Dictionary <string, string> properties, IDictionary <string, string> settings, IDictionary <string, string> actions, CrmConnection connection = null)
{
XrmLeadResult result = new XrmLeadResult();
bool match = Convert.ToBoolean(settings.GetValueOrDefault <string>("match", bool.FalseString));
Entity lead = new Entity("lead", Guid.NewGuid());
string email = properties.GetValueOrDefault <string>("emailaddress1", "");
string accountId = properties.GetValueOrDefault <string>("accountid", properties.GetValueOrDefault <string>("companyname", ""));
Entity contact = null;
Entity account = null;
if (match && !string.IsNullOrEmpty(email))
{
if (!string.IsNullOrEmpty(accountId))
{
Guid g;
if (Guid.TryParse(accountId, out g))
{
account = XrmCore.Retrieve("account", g);
}
else
{
account = XrmCore.RetrieveByAttribute("account", "name", accountId).Entities.OrderByDescending(x => x.GetAttributeValue <DateTime>("createdon")).FirstOrDefault();
}
}
contact = XrmCore.RetrieveByAttribute("contact", "emailaddress1", email).Entities.OrderByDescending(x => x.GetAttributeValue <DateTime>("createdon")).FirstOrDefault();
if (contact != null)
{
lead["parentcontactid"] = contact.ToEntityReference();
result.ContactId = contact.Id.ToString();
if (accountId == null && contact.Contains("parentcustomerid"))
{
account = XrmCore.Retrieve("account", contact.GetAttributeValue <EntityReference>("parentcustomerid").Id);
}
//if (string.IsNullOrEmpty(accountId))
//{
// accountId = contact.GetAttributeValue<string>("parentcustomerid_name");
//}
}
if (account != null)
{
lead["parentaccountid"] = account.ToEntityReference();
result.AccountId = account.Id.ToString();
}
}
result.CompanyName = properties.GetValueOrDefault <string>("companyname", account != null && account.Contains("name") ? account.GetAttributeValue <string>("name") : "");
result.Email = email;
result.FullName = properties.GetValueOrDefault <string>("fullname", contact != null && contact.Contains("fullname") ? contact.GetAttributeValue <string>("fullname") : "");
// Apply properties
EntityMetadata meta = XrmCore.RetrieveMetadata("lead", EntityFilters.All, connection);
foreach (KeyValuePair <string, string> kv in properties)
{
lead.SetAttributeMetaValue(kv, settings, meta);
}
Guid Id = XrmCore.CreateEntity(lead);
result.LeadId = Id.ToString();
// Apply actions
foreach (KeyValuePair <string, string> kv in actions)
{
lead.ApplyAction(kv);
}
return(result);
}
public static XrmLeadResult CaptureLead(Dictionary <string, string> properties, IDictionary <string, string> settings, IDictionary <string, string> actions, CrmConnection connection = null)
{
XrmLeadResult result = new XrmLeadResult();
bool match = Convert.ToBoolean(settings.GetValueOrDefault <string>("match", bool.FalseString));
Entity lead = new Entity("lead", Guid.NewGuid());
string email = properties.GetValueOrDefault <string>("emailaddress1", "");
result.Email = email;
string accountId = properties.GetValueOrDefault <string>("accountid", properties.GetValueOrDefault <string>("companyname", ""));
Entity contact = null;
Entity account = null;
contact = XrmCore.RetrieveByAttribute("contact", "emailaddress1", email, CacheResults: false).Entities.OrderByDescending(x => x.GetAttributeValue <DateTime>("createdon")).FirstOrDefault();
if (contact != null)
{
result.ContactId = contact.Id.ToString();
result.FullName = contact.GetAttributeValue <string>("fullname");
if (contact.Contains("parentcustomerid"))
{
EntityReference accountReference = contact.GetAttributeValue <EntityReference>("parentcustomerid");
result.AccountId = accountReference.Id.ToString();
result.CompanyName = accountReference.Name;
lead["parentaccountid"] = accountReference;
}
// return matched contact result
return(result);
}
else
{
// No contact match. Match against an existing lead
EntityCollection leadCollection = XrmCore.RetrieveByAttribute("lead", "emailaddress1", email, new Microsoft.Xrm.Sdk.Query.ColumnSet("createdon", "fullname", "parentcontactid", "parentaccountid", "companyname"), CacheResults: false);
if (leadCollection.Entities.Count > 0)
{
lead = leadCollection.Entities.OrderByDescending(x => x.GetAttributeValue <DateTime>("createdon")).First();
result.LeadId = lead.Id.ToString();
if (lead.Contains("fullname"))
{
result.FullName = lead.GetAttributeValue <string>("fullname");
}
EntityReference er = null;
if (lead.Contains("parentaccountid"))
{
er = lead.GetAttributeValue <EntityReference>("parentaccountid");
Entity parentAccount = XrmCore.Retrieve("account", er.Id, new Microsoft.Xrm.Sdk.Query.ColumnSet("statecode"));
if (parentAccount != null && parentAccount.GetAttributeValue <OptionSetValue>("statecode").Value == 0)
{
result.AccountId = er.Id.ToString();
result.CompanyName = er.Name;
}
}
else if (lead.Contains("companyname"))
{
result.CompanyName = lead.GetAttributeValue <string>("companyname");
}
if (lead.Contains("parentcontactid"))
{
er = lead.GetAttributeValue <EntityReference>("parentcontactid");
Entity parentContact = XrmCore.Retrieve("contact", er.Id, new Microsoft.Xrm.Sdk.Query.ColumnSet("statecode"));
if (parentContact != null && parentContact.GetAttributeValue <OptionSetValue>("statecode").Value == 0)
{
result.ContactId = er.Id.ToString();
}
}
// result matched lead result
return(result);
}
}
//
// No contact or lead match. Create a new lead in the system
//
if (!string.IsNullOrEmpty(accountId))
{
Guid g;
if (Guid.TryParse(accountId, out g))
{
account = XrmCore.Retrieve("account", g);
}
else
{
account = XrmCore.RetrieveByAttribute("account", "name", accountId).Entities.OrderByDescending(x => x.GetAttributeValue <DateTime>("createdon")).FirstOrDefault();
}
if (account != null)
{
lead["parentaccountid"] = account.ToEntityReference();
properties.Remove("accountid");
result.AccountId = account.Id.ToString();
result.CompanyName = account.GetAttributeValue <string>("name");
}
}
if (account == null)
{
result.CompanyName = properties.GetValueOrDefault <string>("companyname", "");
}
result.FullName = properties.GetValueOrDefault <string>("fullname", "");
if (string.IsNullOrEmpty(result.FullName))
{
if (properties.ContainsKey("firstname") && properties.ContainsKey("lastname"))
{
result.FullName = string.Concat(properties.GetValueOrDefault <string>("firstname", ""), " ", properties.GetValueOrDefault <string>("lastname", ""));
}
}
// Apply properties
EntityMetadata meta = XrmCore.RetrieveMetadata("lead", EntityFilters.All, connection);
foreach (KeyValuePair <string, string> kv in properties)
{
lead.SetAttributeMetaValue(kv, settings, meta);
}
Guid Id = XrmCore.CreateEntity(lead);
result.LeadId = Id.ToString();
// Apply actions
foreach (KeyValuePair <string, string> kv in actions)
{
lead.ApplyAction(kv);
}
return(result);
}
public static void SetAttributeField(Entity entity, EntityMetadata metadata, AttributeMetadata att, string attributeName, string attributeValue)
{
Guid g;
switch (att.AttributeType.Value)
{
case AttributeTypeCode.Boolean:
entity[attributeName] = Convert.ToBoolean(attributeValue);
break;
case AttributeTypeCode.DateTime:
DateTime dt;
if (DateTime.TryParse(attributeValue, out dt))
{
entity[attributeName] = dt;
}
else
{
throw new InvalidOperationException(string.Format("The {2} attribute '{0}' contains an invalid value of {1}", attributeName, attributeValue, att.AttributeType.Value.ToString()));
}
break;
case AttributeTypeCode.Decimal:
case AttributeTypeCode.Money:
decimal dec;
if (decimal.TryParse(attributeValue, out dec))
{
if (att.AttributeType.Value == AttributeTypeCode.Money)
{
entity[attributeName] = new Money(dec);
}
else
{
entity[attributeName] = dec;
}
}
else
{
throw new InvalidOperationException(string.Format("The {2} attribute '{0}' contains an invalid value of {1}", attributeName, attributeValue, att.AttributeType.Value.ToString()));
}
break;
case AttributeTypeCode.Double:
double dou;
if (double.TryParse(attributeValue, out dou))
{
entity[attributeName] = dou;
}
else
{
throw new InvalidOperationException(string.Format("The {2} attribute '{0}' contains an invalid value of {1}", attributeName, attributeValue, att.AttributeType.Value.ToString()));
}
break;
case AttributeTypeCode.Integer:
int i;
if (int.TryParse(attributeValue, out i))
{
entity[attributeName] = i;
}
else
{
throw new InvalidOperationException(string.Format("The {2} attribute '{0}' contains an invalid value of {1}", attributeName, attributeValue, att.AttributeType.Value.ToString()));
}
break;
case AttributeTypeCode.BigInt:
long l;
if (long.TryParse(attributeValue, out l))
{
entity[attributeName] = l;
}
else
{
throw new InvalidOperationException(string.Format("The {2} attribute '{0}' contains an invalid value of {1}", attributeName, attributeValue, att.AttributeType.Value.ToString()));
}
break;
case AttributeTypeCode.Lookup:
case AttributeTypeCode.Customer:
//Guid g;
//string[] v = attributeValue.Split(',');
//if (Guid.TryParse(v[0], out g))
//{
// entity[attributeName] = new EntityReference(v[1], g));
//}
//else
//{
// throw new InvalidOperationException(string.Format("The {2} attribute '{0}' contains an invalid value of {1}", attributeName, attributeValue, att.AttributeType.Value.ToString()));
//}
OneToManyRelationshipMetadata mto1 = metadata.ManyToOneRelationships.FirstOrDefault(x => x.ReferencedAttribute.Equals(attributeName, StringComparison.OrdinalIgnoreCase));
if (mto1 == null)
{
throw new InvalidOperationException(string.Format("The Many-To-One relationship for the attribute '{0}' does not exist", attributeName));
}
Entity lookup = null;
Guid gLookup;
EntityMetadata mto1Meta = XrmCore.RetrieveMetadata(mto1.ReferencedEntity, EntityFilters.Entity);
if (Guid.TryParse(attributeValue, out gLookup))
{
lookup = XrmCore.Retrieve(mto1.ReferencingEntity, gLookup, new ColumnSet(mto1Meta.PrimaryIdAttribute));
}
else
{
if (!string.IsNullOrEmpty(attributeValue))
{
lookup = XrmCore.RetrieveByAttribute(mto1.ReferencedEntity, mto1Meta.PrimaryNameAttribute, attributeValue, new ColumnSet(mto1Meta.PrimaryIdAttribute)).Entities.FirstOrDefault();
}
}
if (!string.IsNullOrEmpty(attributeValue) && lookup == null && att.AttributeType.Value == AttributeTypeCode.Lookup)
{
lookup = new Entity(mto1Meta.LogicalName, Guid.NewGuid());
lookup[mto1Meta.PrimaryNameAttribute] = attributeValue;
lookup.Id = XrmCore.CreateEntity(lookup);
}
if (lookup != null)
{
entity[attributeName] = lookup.ToEntityReference();
}
break;
case AttributeTypeCode.Memo:
case AttributeTypeCode.String:
{
entity[attributeName] = attributeValue;
}
break;
case AttributeTypeCode.Owner:
if (Guid.TryParse(attributeValue, out g))
{
entity[attributeName] = new EntityReference("systemuser", g);
}
else
{
Entity owner = XrmCore.RetrieveByAttribute("systemuser", "fullname", attributeValue, new ColumnSet("systemuserid")).Entities.FirstOrDefault();
if (owner == null)
{
throw new InvalidOperationException(string.Format("The system user '{0}' does not exist", attributeValue));
}
entity[attributeName] = owner.ToEntityReference();
}
break;
case AttributeTypeCode.Picklist:
case AttributeTypeCode.State:
case AttributeTypeCode.Status:
int iOption;
if (int.TryParse(attributeValue, out iOption))
{
entity[attributeName] = new OptionSetValue(iOption);
}
else
{
OptionMetadata opMeta = null;
if (att.AttributeType.Value == AttributeTypeCode.Picklist)
{
opMeta = (att as PicklistAttributeMetadata).OptionSet.Options.FirstOrDefault(x => x.Label.LocalizedLabels.Any(lab => lab.Label.Equals(attributeValue, StringComparison.OrdinalIgnoreCase)) || x.Label.UserLocalizedLabel.Label.Equals(attributeValue, StringComparison.OrdinalIgnoreCase));
}
else if (att.AttributeType.Value == AttributeTypeCode.State)
{
opMeta = (att as StateAttributeMetadata).OptionSet.Options.FirstOrDefault(x => x.Label.LocalizedLabels.Any(lab => lab.Label.Equals(attributeValue, StringComparison.OrdinalIgnoreCase)) || x.Label.UserLocalizedLabel.Label.Equals(attributeValue, StringComparison.OrdinalIgnoreCase));
}
else if (att.AttributeType.Value == AttributeTypeCode.Status)
{
opMeta = (att as StatusAttributeMetadata).OptionSet.Options.FirstOrDefault(x => x.Label.LocalizedLabels.Any(lab => lab.Label.Equals(attributeValue, StringComparison.OrdinalIgnoreCase)) || x.Label.UserLocalizedLabel.Label.Equals(attributeValue, StringComparison.OrdinalIgnoreCase));
}
if (opMeta == null)
{
throw new InvalidOperationException(string.Format("The {2} attribute '{0}' contains an invalid value of {1}", attributeName, attributeValue, att.AttributeType.Value.ToString()));
}
else
{
entity[attributeName] = opMeta.Value.Value;
}
}
break;
case AttributeTypeCode.Uniqueidentifier:
if (Guid.TryParse(attributeValue, out g))
{
entity[attributeName] = g;
}
else
{
throw new InvalidOperationException(string.Format("The {2} attribute '{0}' contains an invalid value of {1}", attributeName, attributeValue, att.AttributeType.Value.ToString()));
}
break;
case AttributeTypeCode.PartyList:
case AttributeTypeCode.CalendarRules:
case AttributeTypeCode.Virtual:
case AttributeTypeCode.ManagedProperty:
case AttributeTypeCode.EntityName:
throw new NotImplementedException(string.Format("The attribute type {0} is not supported", att.AttributeType.Value.ToString()));
default:
break;
}
}
public static void SetAttributeMetaValue(this Entity entity, KeyValuePair <string, string> kv, IDictionary <string, string> settings, EntityMetadata metadata = null)
{
if (metadata == null)
{
entity[kv.Key] = kv.Value;
return;
}
AttributeMetadata att = metadata.Attributes.FirstOrDefault(x => x.LogicalName.Equals(kv.Key, StringComparison.OrdinalIgnoreCase));
string setting = "";
if (att == null)
{
// check special field rules
setting = settings.GetValueOrDefault <string>(kv.Key + "_propertyalias", "");
if (setting != null)
{
att = metadata.Attributes.FirstOrDefault(x => x.LogicalName.Equals(setting, StringComparison.OrdinalIgnoreCase));
}
if (att == null)
{
throw new InvalidOperationException(string.Format("Unknown attibute for {2}: '{0} with the value of {1}", kv.Key, kv.Value, entity.LogicalName));
}
}
else if (!att.AttributeType.HasValue)
{
entity[kv.Key] = kv.Value;
return;
}
switch (att.AttributeType.Value)
{
case AttributeTypeCode.Boolean:
entity.SetAttributeValue(kv.Key, Convert.ToBoolean(kv.Value));
break;
case AttributeTypeCode.DateTime:
DateTime dt;
if (DateTime.TryParse(kv.Value, out dt))
{
entity.SetAttributeValue(kv.Key, dt);
}
else
{
throw new InvalidOperationException(string.Format("The {2} attribute '{0}' contains an invalid value of {1}", kv.Key, kv.Value, att.AttributeType.Value.ToString()));
}
break;
case AttributeTypeCode.Decimal:
case AttributeTypeCode.Money:
decimal dec;
if (decimal.TryParse(kv.Value, out dec))
{
if (att.AttributeType.Value == AttributeTypeCode.Money)
{
entity.SetAttributeValue(kv.Key, new Money(dec));
}
else
{
entity.SetAttributeValue(kv.Key, dec);
}
}
else
{
throw new InvalidOperationException(string.Format("The {2} attribute '{0}' contains an invalid value of {1}", kv.Key, kv.Value, att.AttributeType.Value.ToString()));
}
break;
case AttributeTypeCode.Double:
double dou;
if (double.TryParse(kv.Value, out dou))
{
entity.SetAttributeValue(kv.Key, dou);
}
else
{
throw new InvalidOperationException(string.Format("The {2} attribute '{0}' contains an invalid value of {1}", kv.Key, kv.Value, att.AttributeType.Value.ToString()));
}
break;
case AttributeTypeCode.Integer:
int i;
if (int.TryParse(kv.Value, out i))
{
entity.SetAttributeValue(kv.Key, i);
}
else
{
throw new InvalidOperationException(string.Format("The {2} attribute '{0}' contains an invalid value of {1}", kv.Key, kv.Value, att.AttributeType.Value.ToString()));
}
break;
case AttributeTypeCode.BigInt:
long l;
if (long.TryParse(kv.Value, out l))
{
entity.SetAttributeValue(kv.Key, l);
}
else
{
throw new InvalidOperationException(string.Format("The {2} attribute '{0}' contains an invalid value of {1}", kv.Key, kv.Value, att.AttributeType.Value.ToString()));
}
break;
case AttributeTypeCode.Lookup:
case AttributeTypeCode.Customer:
OneToManyRelationshipMetadata mto1 = metadata.ManyToOneRelationships.FirstOrDefault(x => x.ReferencedAttribute.Equals(kv.Key, StringComparison.OrdinalIgnoreCase));
if (mto1 == null)
{
throw new InvalidOperationException(string.Format("The Many-To-One relationship for the attribute '{0}' does not exist", kv.Key));
}
Entity lookup = null;
Guid gLookup;
EntityMetadata mto1Meta = XrmCore.RetrieveMetadata(mto1.ReferencedEntity, EntityFilters.Entity);
if (Guid.TryParse(kv.Value, out gLookup))
{
lookup = XrmCore.Retrieve(mto1.ReferencedEntity, gLookup, new ColumnSet(mto1Meta.PrimaryIdAttribute));
}
else
{
if (!string.IsNullOrEmpty(kv.Value))
{
lookup = XrmCore.RetrieveByAttribute(mto1.ReferencedEntity, mto1Meta.PrimaryNameAttribute, kv.Value, new ColumnSet(mto1Meta.PrimaryIdAttribute)).Entities.FirstOrDefault();
}
}
if (!string.IsNullOrEmpty(kv.Value) && lookup == null && att.AttributeType.Value == AttributeTypeCode.Lookup)
{
lookup = new Entity(mto1Meta.LogicalName, Guid.NewGuid());
lookup[mto1Meta.PrimaryNameAttribute] = kv.Value;
lookup.Id = XrmCore.CreateEntity(lookup);
}
if (lookup != null)
{
entity.SetAttributeValue(kv.Key, lookup.ToEntityReference());
}
break;
case AttributeTypeCode.Memo:
case AttributeTypeCode.String:
setting = settings.GetValueOrDefault <string>(kv.Key + "_appendformat", "");
if (!string.IsNullOrEmpty(setting))
{
entity.SetAttributeValue(att.LogicalName, (entity.GetAttributeValue <string>(att.LogicalName) ?? "") + string.Format(setting, kv.Value));
}
else
{
entity.SetAttributeValue(att.LogicalName, kv.Value);
}
break;
case AttributeTypeCode.Owner:
Guid g;
if (Guid.TryParse(kv.Value, out g))
{
entity.SetAttributeValue(kv.Key, new EntityReference("systemuser", g));
}
else
{
Entity owner = XrmCore.RetrieveByAttribute("systemuser", "fullname", kv.Value, new ColumnSet("systemuserid")).Entities.FirstOrDefault();
if (owner == null)
{
throw new InvalidOperationException(string.Format("The system user '{0}' does not exist", kv.Value));
}
entity.SetAttributeValue(kv.Key, owner.ToEntityReference());
}
break;
case AttributeTypeCode.Picklist:
case AttributeTypeCode.State:
case AttributeTypeCode.Status:
int iOption;
if (int.TryParse(kv.Value, out iOption))
{
entity.SetAttributeValue(kv.Key, new OptionSetValue(iOption));
}
else
{
OptionMetadata opMeta = null;
if (att.AttributeType.Value == AttributeTypeCode.Picklist)
{
opMeta = (att as PicklistAttributeMetadata).OptionSet.Options.FirstOrDefault(x => x.Label.LocalizedLabels.Any(lab => lab.Label.Equals(kv.Value, StringComparison.OrdinalIgnoreCase)) || x.Label.UserLocalizedLabel.Label.Equals(kv.Value, StringComparison.OrdinalIgnoreCase));
}
else if (att.AttributeType.Value == AttributeTypeCode.State)
{
opMeta = (att as StateAttributeMetadata).OptionSet.Options.FirstOrDefault(x => x.Label.LocalizedLabels.Any(lab => lab.Label.Equals(kv.Value, StringComparison.OrdinalIgnoreCase)) || x.Label.UserLocalizedLabel.Label.Equals(kv.Value, StringComparison.OrdinalIgnoreCase));
}
else if (att.AttributeType.Value == AttributeTypeCode.Status)
{
opMeta = (att as StatusAttributeMetadata).OptionSet.Options.FirstOrDefault(x => x.Label.LocalizedLabels.Any(lab => lab.Label.Equals(kv.Value, StringComparison.OrdinalIgnoreCase)) || x.Label.UserLocalizedLabel.Label.Equals(kv.Value, StringComparison.OrdinalIgnoreCase));
}
if (opMeta == null)
{
throw new InvalidOperationException(string.Format("The {2} attribute '{0}' contains an invalid value of {1}", kv.Key, kv.Value, att.AttributeType.Value.ToString()));
}
else
{
entity.SetAttributeValue(kv.Key, opMeta.Value.Value);
}
}
break;
case AttributeTypeCode.Uniqueidentifier:
if (Guid.TryParse(kv.Value, out g))
{
entity.SetAttributeValue(kv.Key, g);
}
else
{
throw new InvalidOperationException(string.Format("The {2} attribute '{0}' contains an invalid value of {1}", kv.Key, kv.Value, att.AttributeType.Value.ToString()));
}
break;
case AttributeTypeCode.PartyList:
case AttributeTypeCode.CalendarRules:
case AttributeTypeCode.Virtual:
case AttributeTypeCode.ManagedProperty:
case AttributeTypeCode.EntityName:
throw new NotImplementedException(string.Format("The attribute type {0} is not supported", att.AttributeType.Value.ToString()));
default:
break;
}
}
public static void ApplyAction(this Entity entity, KeyValuePair <string, string> action)
{
string[] actionArgs = action.Value.Split(new char[] { ',' }, StringSplitOptions.RemoveEmptyEntries);
switch (action.Key.ToUpper())
{
case "APPLYWORKFLOW":
InputArgumentCollection workflowArgs = null;
if (actionArgs.Length > 1)
{
workflowArgs = new InputArgumentCollection();
for (int i = 1; i < actionArgs.Length; i++)
{
string[] workflowArg = actionArgs[i].Split(new char[] { '=' }, StringSplitOptions.RemoveEmptyEntries);
workflowArgs.Add(workflowArg[0], workflowArg[1]);
}
}
Guid g;
if (Guid.TryParse(actionArgs[0], out g))
{
XrmCore.ApplyWorkFlow(entity, g, workflowArgs);
}
else
{
XrmCore.ApplyWorkFlow(entity, actionArgs[0], workflowArgs);
}
break;
case "ADDTOMARKETINGLIST":
case "REMOVEFROMMARKETINGLIST":
bool remove = action.Key.Equals("REMOVEFROMMARKETINGLIST", StringComparison.OrdinalIgnoreCase);
for (int i = 0; i < actionArgs.Length; i++)
{
Entity list = XrmCore.RetrieveByAttribute("list", "listname", actionArgs[i], new ColumnSet("listid")).Entities.FirstOrDefault();
if (list == null)
{
throw new ArgumentException(string.Format("The Marketing list {0} could not be found", actionArgs[0]));
}
else
{
if (remove)
{
XrmMarketing.RemoveFromMarketingList(entity.Id, list.Id);
}
else
{
XrmMarketing.AddToMarketingList(new Guid[] { entity.Id }, list.Id);
}
}
}
break;
case "ASSIGN":
FilterExpression filter = new FilterExpression(LogicalOperator.Or);
filter.AddCondition("fullname", ConditionOperator.Like, new object[] { actionArgs[0] });
filter.AddCondition("internalemailaddress", ConditionOperator.Like, new object[] { actionArgs[0] });
Entity owner = XrmCore.RetrieveByFilter("systemuser", filter, new ColumnSet("systemuserid")).Entities.FirstOrDefault();
if (owner == null)
{
throw new ArgumentException(string.Format("The System user with the name or email {0} could not be found", actionArgs[0]));
}
else
{
AssignRequest request = new AssignRequest()
{
Assignee = owner.ToEntityReference(),
Target = entity.ToEntityReference()
};
XrmCore.Execute <AssignRequest, AssignResponse>(request);
}
break;
default:
break;
}
}