/// <summary>
/// Create some account records to retrieve duplicates
/// </summary>
private void CreateAccountRecords()
{
var crmAccount = new Account { Name="Microsoft"};
_accountId1 = _serviceProxy.Create(crmAccount);
_accountId2 = _serviceProxy.Create(crmAccount);
Console.WriteLine(String.Concat("Creating duplicate records:\n\taccount 1 - ",
_accountId1.Value, "\n\taccount 2 - ", _accountId2.Value));
}
//<snippetCRUDOperations1>
/// <summary>
/// This method performs entity create, retrieve, and update operations.
/// The delete operation is handled in the DeleteRequiredrecords() method.
/// </summary>
/// <param name="serviceProxy">An established connection to the Organization web service.</param>
/// <param name="records">A collection of entity records created by this sample.</param>
public void Run(OrganizationServiceProxy serviceProxy, EntityReferenceCollection records)
{
// Enable early-bound entity types. This enables use of IntelliSense in Visual Studio
// and avoids spelling errors in attribute names when using the Entity property bag.
serviceProxy.EnableProxyTypes();
// Here we will use the interface instead of the proxy object.
IOrganizationService service = (IOrganizationService)serviceProxy;
// Display information about the logged on user.
Guid userid = ((WhoAmIResponse)service.Execute(new WhoAmIRequest())).UserId;
SystemUser systemUser = (SystemUser)service.Retrieve("systemuser", userid,
new ColumnSet(new string[] { "firstname", "lastname" }));
Console.WriteLine("Logged on user is {0} {1}.", systemUser.FirstName, systemUser.LastName);
// Retrieve the version of Microsoft Dynamics CRM.
RetrieveVersionRequest versionRequest = new RetrieveVersionRequest();
RetrieveVersionResponse versionResponse =
(RetrieveVersionResponse)service.Execute(versionRequest);
Console.WriteLine("Microsoft Dynamics CRM version {0}.", versionResponse.Version);
//<snippetCRUDOperations2>
// Instantiate an account object. Note the use of the option set enumerations defined
// in OptionSets.cs.
Account account = new Account { Name = "Fourth Coffee" };
account.AccountCategoryCode = new OptionSetValue((int)AccountAccountCategoryCode.PreferredCustomer);
account.CustomerTypeCode = new OptionSetValue((int)AccountCustomerTypeCode.Investor);
// Create an account record named Fourth Coffee.
// Save the record reference so we can delete it during cleanup later.
Guid accountId = service.Create(account);
//</snippetCRUDOperations2>
var eref = new EntityReference(Account.EntityLogicalName, accountId);
eref.Name = account.Name;
records.Add(eref);
Console.Write("{0} {1} created, ", account.LogicalName, account.Name);
// Retrieve the account containing several of its attributes. This results in
// better performance compared to retrieving all attributes.
ColumnSet cols = new ColumnSet(
new String[] { "name", "address1_postalcode", "lastusedincampaign" });
Account retrievedAccount = (Account)service.Retrieve("account", accountId, cols);
Console.Write("retrieved, ");
// Update the postal code attribute.
retrievedAccount.Address1_PostalCode = "98052";
// There is no address 2 postal code needed.
retrievedAccount.Address2_PostalCode = null;
// Shows use of a Money value.
retrievedAccount.Revenue = new Money(5000000);
// Shows use of a Boolean value.
retrievedAccount.CreditOnHold = false;
// Update the account record.
service.Update(retrievedAccount);
Console.WriteLine("and updated.");
}
private void CreateRequiredRecords()
{
// Create an account to relate the opportunity to.
var account = new Account
{
Name = "Litware, Inc.",
Address1_StateOrProvince = "Colorado"
};
_accountId = (_serviceProxy.Create(account));
}
/// <summary>
/// Creates any entity records that this sample requires.
/// </summary>
public void CreateRequiredRecords()
{
// Create 3 contacts.
Contact contact = new Contact()
{
FirstName = "Ben",
LastName = "Andrews",
EMailAddress1 = "*****@*****.**",
Address1_City = "Redmond",
Address1_StateOrProvince = "WA"
};
Guid benAndrewsContactId = _service.Create(contact);
_contactIds.Add(benAndrewsContactId);
//Create a task associated with Ben Andrews
Task task = new Task() {
Subject = "Sample Task",
RegardingObjectId = new EntityReference() {
LogicalName = Contact.EntityLogicalName,
Id = benAndrewsContactId,
Name = contact.FullName
}
};
_taskIds.Add(_service.Create(task));
contact = new Contact()
{
FirstName = "Colin",
LastName = "Wilcox",
EMailAddress1 = "*****@*****.**",
Address1_City = "Bellevue",
Address1_StateOrProvince = "WA"
};
_contactIds.Add(_service.Create(contact));
contact = new Contact()
{
FirstName = "Ben",
LastName = "Smith",
EMailAddress1 = "*****@*****.**",
Address1_City = "Bellevue",
Address1_StateOrProvince = "WA"
};
_contactIds.Add(_service.Create(contact));
// Create 3 leads.
Lead lead = new Lead()
{
FirstName = "Dan",
LastName = "Wilson",
EMailAddress1 = "*****@*****.**",
Address1_City = "Redmond",
Address1_StateOrProvince = "WA"
};
_leadIds.Add(_service.Create(lead));
lead = new Lead()
{
FirstName = "Jim",
LastName = "Wilson",
EMailAddress1 = "*****@*****.**",
Address1_City = "Bellevue",
Address1_StateOrProvince = "WA"
};
_leadIds.Add(_service.Create(lead));
lead = new Lead()
{
FirstName = "Denise",
LastName = "Smith",
EMailAddress1 = "*****@*****.**",
Address1_City = "Bellevue",
Address1_StateOrProvince = "WA"
};
_leadIds.Add(_service.Create(lead));
// Create 5 customized Accounts for the LINQ samples.
Account account = new Account
{
Name = "A. Datum Corporation",
Address1_StateOrProvince = "Colorado",
Address1_Telephone1 = "(206)555-5555",
PrimaryContactId =
new EntityReference(Contact.EntityLogicalName, _contactIds[0])
};
_accountIds.Add(_service.Create(account));
account = new Account
{
Name = "Adventure Works",
Address1_StateOrProvince = "Illinois",
Address1_County = "Lake County",
Address1_Telephone1 = "(206)555-5555",
OriginatingLeadId =
new EntityReference(Lead.EntityLogicalName, _leadIds[0])
};
_accountIds.Add(_service.Create(account));
account = new Account
{
Name = "Coho Vineyard",
Address1_StateOrProvince = "Washington",
Address1_County = "King County",
Address1_Telephone1 = "(425)555-5555",
PrimaryContactId =
new EntityReference(Contact.EntityLogicalName, _contactIds[1]),
OriginatingLeadId =
new EntityReference(Lead.EntityLogicalName, _leadIds[0])
};
_accountIds.Add(_service.Create(account));
account = new Account
{
Name = "Fabrikam",
Address1_StateOrProvince = "Washington",
Address1_Telephone1 = "(425)555-5555",
PrimaryContactId =
new EntityReference(Contact.EntityLogicalName, _contactIds[0])
};
_accountIds.Add(_service.Create(account));
account = new Account
{
Name = "Humongous Insurance",
Address1_StateOrProvince = "Missouri",
Address1_County = "Saint Louis County",
Address1_Telephone1 = "(314)555-5555",
PrimaryContactId =
new EntityReference(Contact.EntityLogicalName, _contactIds[1])
};
_accountIds.Add(_service.Create(account));
// Create 10 basic Account records.
for (int i = 1; i <= 10; i++)
{
account = new Account
{
Name = "Fourth Coffee " + i,
Address1_StateOrProvince = "California"
};
_accountIds.Add(_service.Create(account));
}
}
/// <summary>
/// Creates any entity records that this sample requires.
/// </summary>
public void CreateRequiredRecords()
{
// Create two accounts.
Account account = new Account
{
Name = "A. Datum Corporation",
Address1_StateOrProvince = "Colorado",
Address1_Telephone1 = "(206)555-5555",
EMailAddress1 = "*****@*****.**"
};
_accountIds.Add(_service.Create(account));
account = new Account
{
Name = "Adventure Works Cycle",
Address1_StateOrProvince = "Washington",
Address1_City = "Redmond",
Address1_Telephone1 = "(206)555-5555",
EMailAddress1 = "*****@*****.**"
};
_accountIds.Add(_service.Create(account));
}
/// <summary>
/// Creates any entity records that this sample requires.
/// </summary>
public void CreateRequiredRecords()
{
// Create the first account, which will be merged into
Account account1 = new Account();
account1.Name = "Fourth Coffee";
account1.Description = "Coffee House";
_account1Id = _serviceProxy.Create(account1);
Console.WriteLine("Account 1 created with GUID {{{0}}}", _account1Id);
Console.WriteLine(" Name: {0}", account1.Name);
Console.WriteLine(" Description: {0}", account1.Description);
// Create the second account, which will be merged from
Account account2 = new Account();
account2.Name = "Fourth Coffee";
account2.NumberOfEmployees = 55;
_account2Id = _serviceProxy.Create(account2);
Console.WriteLine("Account 2 created with GUID {{{0}}}", _account2Id);
Console.WriteLine(" Name: {0}", account2.Name);
Console.WriteLine(" Number of Employees: {0}", account2.NumberOfEmployees);
}
/// <summary>
/// Creates any entity records that this sample requires.
/// </summary>
public void CreateRequiredRecords()
{
// Create an account.
var account = new Account
{
Name = "Litware, Inc.",
Address1_StateOrProvince = "Colorado"
};
_accountId = (_serviceProxy.Create(account));
// Create the two contacts.
var contact = new Contact()
{
FirstName = "Ben",
LastName = "Andrews",
EMailAddress1 = "*****@*****.**",
Address1_City = "Redmond",
Address1_StateOrProvince = "WA",
Address1_Telephone1 = "(206)555-5555",
ParentCustomerId = new EntityReference
{
Id = _accountId,
LogicalName = account.LogicalName
}
};
_contactIdList.Add(_serviceProxy.Create(contact));
contact = new Contact()
{
FirstName = "Colin",
LastName = "Wilcox",
EMailAddress1 = "*****@*****.**",
Address1_City = "Bellevue",
Address1_StateOrProvince = "WA",
Address1_Telephone1 = "(425)555-5555",
ParentCustomerId = new EntityReference
{
Id = _accountId,
LogicalName = account.LogicalName
}
};
_contactIdList.Add(_serviceProxy.Create(contact));
// Create two opportunities.
var opportunity = new Opportunity()
{
Name = "Litware, Inc. Opportunity 1",
EstimatedCloseDate = DateTime.Now.AddMonths(6),
CustomerId = new EntityReference
{
Id = _accountId,
LogicalName = account.LogicalName
}
};
_opportunityIdList.Add(_serviceProxy.Create(opportunity));
opportunity = new Opportunity()
{
Name = "Litware, Inc. Opportunity 2",
EstimatedCloseDate = DateTime.Now.AddYears(4),
CustomerId = new EntityReference
{
Id = _accountId,
LogicalName = account.LogicalName
}
};
_opportunityIdList.Add(_serviceProxy.Create(opportunity));
}
/// <summary>
/// This method first connects to the Organization service. Afterwards,
/// basic create, retrieve, update, and delete entity operations are performed.
/// </summary>
/// <param name="serverConfig">Contains server connection information.</param>
/// <param name="promptforDelete">When True, the user will be prompted to delete all
/// created entities.</param>
public void Run(ServerConnection.Configuration serverConfig, bool promptforDelete)
{
try
{
//<snippetCRUDOperations1>
// Connect to the Organization service.
// The using statement assures that the service proxy will be properly disposed.
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,serverConfig.Credentials, serverConfig.DeviceCredentials))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
CreateRequiredRecords();
// Instantiate an account object.
// See the Entity Metadata topic in the SDK documentation to determine
// which attributes must be set for each entity.
Account account = new Account { Name = "Fourth Coffee" };
// Create an account record named Fourth Coffee.
_accountId = _serviceProxy.Create(account);
Console.Write("{0} {1} created, ", account.LogicalName, account.Name);
// Retrieve the account containing several of its attributes.
ColumnSet cols = new ColumnSet(
new String[] { "name", "address1_postalcode", "lastusedincampaign", "versionnumber" });
Account retrievedAccount = (Account)_serviceProxy.Retrieve("account", _accountId, cols);
Console.Write("retrieved ");
// Retrieve version number of the account. Shows BigInt attribute usage.
long? versionNumber = retrievedAccount.VersionNumber;
if (versionNumber != null)
Console.WriteLine("version # {0}, ", versionNumber);
// 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 usage of option set (picklist) enumerations defined in OptionSets.cs.
retrievedAccount.Address1_AddressTypeCode = new OptionSetValue((int)AccountAddress1_AddressTypeCode.Primary);
retrievedAccount.Address1_ShippingMethodCode = new OptionSetValue((int)AccountAddress1_ShippingMethodCode.DHL);
retrievedAccount.IndustryCode = new OptionSetValue((int)AccountIndustryCode.AgricultureandNonpetrolNaturalResourceExtraction);
// Shows use of a Money value.
retrievedAccount.Revenue = new Money(5000000);
// Shows use of a Boolean value.
retrievedAccount.CreditOnHold = false;
// Shows use of EntityReference.
retrievedAccount.ParentAccountId = new EntityReference(Account.EntityLogicalName, _parentAccountId);
// Shows use of Memo attribute.
retrievedAccount.Description = "Account for Fourth Coffee.";
// Update the account record.
_serviceProxy.Update(retrievedAccount);
Console.WriteLine("and updated.");
DeleteRequiredRecords(promptforDelete);
}
//</snippetCRUDOperations1>
}
// Catch any service fault exceptions that Microsoft Dynamics CRM throws.
catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>)
{
// You can handle an exception here or pass it back to the calling method.
throw;
}
}
/// <summary>
/// This method creates any entity records that this sample requires.
/// Retrieves the user details.
/// Create an account record.
/// </summary>
public void CreateRequiredRecords()
{
WhoAmIRequest userRequest = new WhoAmIRequest();
WhoAmIResponse user = (WhoAmIResponse)_service.Execute(userRequest);
// Current user.
_myUserId = user.UserId;
// Query to retrieve other users.
QueryExpression querySystemUser = new QueryExpression
{
EntityName = SystemUser.EntityLogicalName,
ColumnSet = new ColumnSet(new String[] { "systemuserid", "fullname" }),
Criteria = new FilterExpression()
};
querySystemUser.Criteria.AddCondition("businessunitid",
ConditionOperator.Equal, user.BusinessUnitId);
querySystemUser.Criteria.AddCondition("systemuserid",
ConditionOperator.NotEqual, _myUserId);
// Excluding SYSTEM user.
querySystemUser.Criteria.AddCondition("lastname",
ConditionOperator.NotEqual, "SYSTEM");
// Excluding INTEGRATION user.
querySystemUser.Criteria.AddCondition("lastname",
ConditionOperator.NotEqual, "INTEGRATION");
DataCollection<Entity> otherUsers = _service.RetrieveMultiple(
querySystemUser).Entities;
int count = _service.RetrieveMultiple(querySystemUser).Entities.Count;
if ( count > 0)
{
_otherUserId = (Guid)otherUsers[count-1].Attributes["systemuserid"];
Console.WriteLine("Retrieved new owner {0} for assignment.",
otherUsers[count - 1].Attributes["fullname"]);
}
else
{
throw new FaultException(
"No other user found in the current business unit for assignment.");
}
// Create an Account record
Account newAccount = new Account
{
Name = "Example Account"
};
_accountId = _service.Create(newAccount);
Console.WriteLine("Created {0}", newAccount.Name);
return;
}
/// <summary>
/// Create an account that will be deleted in the main portion of the sample.
/// </summary>
private void CreateRequiredRecords()
{
var account = new Account
{
Name = "Fourth Coffee",
WebSiteURL = "http://www.fourthcoffee.com/"
};
_serviceProxy.Create(account);
}
/// <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
}
/// <summary>
/// Creates any entity records that this sample requires.
/// </summary>
public void CreateRequiredRecords()
{
// Instantiate an Account object.
// See the Entity Metadata topic in the SDK documentation to determine
// which attributes must be set for each entity.
Account setupAccount = new Account()
{
Name = "Litware, Inc."
};
_accountId = _serviceProxy.Create(setupAccount);
}
public async Task Run(Authentication auth, Configuration config)
{
try
{
// Use an HttpClient object to communicate with the Web services.
using (HttpClient httpClient = new HttpClient())
{
// Define the Web API address of the service and the period of time each request has to execute.
httpClient.BaseAddress = new Uri(config.ServiceUrl);
httpClient.Timeout = new TimeSpan(0, 2, 0); // 2 minutes
httpClient.DefaultRequestHeaders.Add("OData-MaxVersion", "4.0");
httpClient.DefaultRequestHeaders.Add("OData-Version", "4.0");
// Set the type of payload that will be accepted.
httpClient.DefaultRequestHeaders.Accept.Add(new MediaTypeWithQualityHeaderValue("application/json"));
#region Create a entity
// Create an in-memory account using the early-bound Account class.
Account account = new Account();
account.name = "Contoso";
account.telephone1 = "555-5555";
// It is a best practice to refresh the access token before every message request is sent. Doing so
// avoids having to check the expiration date/time of the token. This operation is quick.
httpClient.DefaultRequestHeaders.Authorization = new AuthenticationHeaderValue("Bearer", auth.AcquireToken().AccessToken);
// Send the request, and then check the response for success.
// POST api/data/accounts
HttpResponseMessage response =
await HttpClientExtensions.SendAsJsonAsync<Account>(httpClient, HttpMethod.Post, "api/data/accounts", account);
if (response.IsSuccessStatusCode)
Console.WriteLine("Account '{0}' created.", account.name);
else
throw new Exception(String.Format("Failed to create account '{0}', reason is '{1}'.",
account.name, response.ReasonPhrase), new CrmHttpResponseException(response.Content));
#endregion Create a entity
#region Retrieve a entity
httpClient.DefaultRequestHeaders.Authorization = new AuthenticationHeaderValue("Bearer", auth.AcquireToken().AccessToken);
// Retrieve the previously created entity using its Uri. Limit returned properties using a select
// statement for improved performance.
// GET api/data/accounts(<guid>)?$select=name,telephone1
string accountUri = response.Headers.GetValues("OData-EntityId").FirstOrDefault();
var retrieveResponse = await httpClient.GetAsync(accountUri + "?$select=name,telephone1");
Account retrievedAccount = null;
if (retrieveResponse.IsSuccessStatusCode)
{
// Deserialize the content into an Account object.
retrievedAccount = JsonConvert.DeserializeObject<Account>(await retrieveResponse.Content.ReadAsStringAsync());
Console.WriteLine("Account '{0}' retrieved.", retrievedAccount.name);
}
else
throw new Exception(String.Format("Failed to retrieve the account, reason is '{0}'.",
retrieveResponse.ReasonPhrase), new CrmHttpResponseException(response.Content));
#endregion retrieve a entity
#region Update a entity
httpClient.DefaultRequestHeaders.Authorization = new AuthenticationHeaderValue("Bearer", auth.AcquireToken().AccessToken);
// Change just the account name.
// You should only specify properties you intend to update.
JObject accountToUpdate = new JObject();
accountToUpdate.Add("name", retrievedAccount.name + " Incorporated");
// Send the update request, and then check the response for success.
// Note that accountUri includes the unique identifier for the entity so we do not have to set the accountid property in the updatedAccount object.
// PATCH api/data/acounts(<guid>)
response = await HttpClientExtensions.SendAsJsonAsync<JObject>(httpClient, new HttpMethod("PATCH"), accountUri, accountToUpdate);
if (response.IsSuccessStatusCode)
Console.WriteLine("Account '{0}' updated.", accountToUpdate["name"]);
else
throw new Exception(
String.Format("Failed to update account '{0}', reason is '{1}'.", retrievedAccount.name,
response.ReasonPhrase), new CrmHttpResponseException(response.Content));
#endregion Update a entity
#region Delete a entity
httpClient.DefaultRequestHeaders.Authorization = new AuthenticationHeaderValue("Bearer", auth.AcquireToken().AccessToken);
// DELETE api/data/accounts(<guid>)
// Send the request, and then check the response for success.
response = await httpClient.DeleteAsync(accountUri);
if (response.IsSuccessStatusCode)
Console.WriteLine("Account '{0}' deleted.", retrievedAccount.name);
else
throw new Exception(
String.Format("Failed to delete account '{0}', reason is '{1}'.", retrievedAccount.name,
response.ReasonPhrase), new CrmHttpResponseException(response.Content));
#endregion Delete a entity
}
}
catch (TimeoutException ex) { DisplayException(ex); }
catch (HttpRequestException ex) { DisplayException(ex); }
}
/// <summary>
/// Creates any entity records that this sample requires.
/// </summary>
public void CreateRequiredRecords()
{
#region Creating Accounts
String accountName = "Contoso, Ltd";
String websiteUrl = "http://www.contoso.com/";
Console.WriteLine(" Creating duplicate records (Account name={0}, Website URL={1})", accountName,
websiteUrl);
// Create some duplicate records
for (int i = 0; i < 2; i++)
{
Account account = new Account()
{
Name = accountName,
WebSiteURL = websiteUrl
};
account.Id = _serviceProxy.Create(account);
_duplicateAccounts[i] = account;
}
accountName = "Contoso Pharmaceuticals";
Console.WriteLine(" Creating a non-duplicate record (Account name={0}, Website URL={1})",
accountName, websiteUrl);
// Create a record that is NOT a duplicate
Account distinctAccount = new Account()
{
Name = accountName,
WebSiteURL = websiteUrl
};
distinctAccount.Id = _serviceProxy.Create(distinctAccount);
_account = distinctAccount;
#endregion
#region Create and Publish duplicate detection rule
Console.WriteLine(" Creating a duplicate detection rule");
// Create a duplicate detection rule
_rule = new DuplicateRule()
{
Name = "Accounts with the same Account name and website url",
BaseEntityName = Account.EntityLogicalName,
MatchingEntityName = Account.EntityLogicalName
};
_rule.Id = _serviceProxy.Create(_rule);
// Create a duplicate detection rule condition
DuplicateRuleCondition nameCondition = new DuplicateRuleCondition()
{
BaseAttributeName = "name",
MatchingAttributeName = "name",
OperatorCode = new OptionSetValue(0), // value 0 = 'exact match'
// set the regarding id to point to the rule created earlier,
// associating this condition with that rule
RegardingObjectId = _rule.ToEntityReference()
};
_serviceProxy.Create(nameCondition);
DuplicateRuleCondition websiteCondition = new DuplicateRuleCondition()
{
BaseAttributeName = "websiteurl",
MatchingAttributeName = "websiteurl",
OperatorCode = new OptionSetValue(0),
RegardingObjectId = _rule.ToEntityReference()
};
_serviceProxy.Create(websiteCondition);
Console.WriteLine(" Publishing duplicate detection rule");
// Publish the rule
PublishDuplicateRuleRequest publishRequest = new PublishDuplicateRuleRequest()
{
DuplicateRuleId = _rule.Id
};
PublishDuplicateRuleResponse publishResponse = (PublishDuplicateRuleResponse)_serviceProxy.Execute(publishRequest);
// The PublishDuplicateRule request returns before the publish is completed,
// so we keep retrieving the async job state until it is "Completed"
Console.WriteLine(" Checking to see if duplicate detection rule has finished publishing");
WaitForAsyncJobToFinish(publishResponse.JobId, 60);
#endregion
}
protected override void Execute(CodeActivityContext executionContext)
{
//Create the tracing service
ITracingService tracingService = executionContext.GetExtension<ITracingService>();
//Create the context
IWorkflowContext context = executionContext.GetExtension<IWorkflowContext>();
IOrganizationServiceFactory serviceFactory = executionContext.GetExtension<IOrganizationServiceFactory>();
IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);
Relationship primaryContactRelationship = new Relationship("account_primary_contact");
Guid primaryContactId = service.Create(new Contact() { LastName = RootContactLastName.Get<string>(executionContext) });
//tracingService.Trace("Create an Account with an existing primary contact");
Account rootAccount = new Account() { Name = RelatedAccountName.Get<string>(executionContext) };
Contact primaryContact = new Contact()
{
EntityState = EntityState.Changed,
Id = primaryContactId,
FirstName = RootContactFirstName.Get<string>(executionContext)
};
rootAccount.RelatedEntities[primaryContactRelationship] =
new EntityCollection(new Entity[] { primaryContact }) { EntityName = Contact.EntityLogicalName };
tracingService.Trace("Execute the Create/Update");
rootAccount.Id = service.Create(rootAccount);
//Create the related entities query
RelationshipQueryCollection retrieveRelatedEntities = new RelationshipQueryCollection();
retrieveRelatedEntities[primaryContactRelationship] = new QueryExpression(Account.EntityLogicalName)
{
ColumnSet = new ColumnSet("name"),
Criteria = new FilterExpression()
};
//Create the request
RetrieveResponse response = (RetrieveResponse)service.Execute(new RetrieveRequest()
{
ColumnSet = new ColumnSet("firstname"),
RelatedEntitiesQuery = retrieveRelatedEntities,
Target = new EntityReference(primaryContact.LogicalName, primaryContact.Id)
});
tracingService.Trace("Retrieve the record with its related entities");
Contact retrievedContact = (Contact)response.Entity;
Account retrievedAccount = (Account)retrievedContact.RelatedEntities[primaryContactRelationship][0];
tracingService.Trace("Ensure the first name was updated");
if (retrievedContact.FirstName == primaryContact.FirstName)
{
tracingService.Trace("Primary Contact name is correct");
}
else
{
tracingService.Trace("First Name is \"{0}\", expected \"{1}\".", retrievedContact.FirstName, primaryContact.FirstName);
throw new InvalidPluginExecutionException("The first name was not changed");
}
}
/// <summary>
/// Creates any entity records that this sample requires.
/// </summary>
public void CreateRequiredRecords()
{
// For this sample, all required entities are created in the Run() method.
Account account = new Account { Name = "Sample Parent Account" };
_parentAccountId = _serviceProxy.Create(account);
}
protected override void Execute(CodeActivityContext executionContext)
{
//Create the tracing service
ITracingService tracingService = executionContext.GetExtension<ITracingService>();
//Create the context
IWorkflowContext context = executionContext.GetExtension<IWorkflowContext>();
IOrganizationServiceFactory serviceFactory = executionContext.GetExtension<IOrganizationServiceFactory>();
IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);
tracingService.Trace("Creating Account");
Account entity = new Account();
entity.Name = AccountName.Get<string>(executionContext);
Guid entityId = service.Create(entity);
tracingService.Trace("Account created with Id {0}", entityId.ToString());
tracingService.Trace("Create a task for the account");
Task newTask = new Task();
newTask.Subject = TaskSubject.Get<string>(executionContext);
newTask.RegardingObjectId = new EntityReference(Account.EntityLogicalName, entityId);
Guid taskId = service.Create(newTask);
tracingService.Trace("Task has been created");
tracingService.Trace("Retrieve the task using QueryByAttribute");
QueryByAttribute query = new QueryByAttribute();
query.Attributes.AddRange(new string[] { "regardingobjectid" });
query.ColumnSet = new ColumnSet(new string[] { "subject" });
query.EntityName = Task.EntityLogicalName;
query.Values.AddRange(new object[] { entityId });
tracingService.Trace("Executing the Query for entity {0}", query.EntityName);
//Execute using a request to test the OOB (XRM) message contracts
RetrieveMultipleRequest request = new RetrieveMultipleRequest();
request.Query = query;
Collection<Entity> entityList = ((RetrieveMultipleResponse)service.Execute(request)).EntityCollection.Entities;
//Execute a request from the CRM message assembly
tracingService.Trace("Executing a WhoAmIRequest");
service.Execute(new WhoAmIRequest());
if (1 != entityList.Count)
{
tracingService.Trace("The entity list was too long");
throw new InvalidPluginExecutionException("Query did not execute correctly");
}
else
{
tracingService.Trace("Casting the Task from RetrieveMultiple to strong type");
Task retrievedTask = (Task)entityList[0];
if (retrievedTask.ActivityId != taskId)
{
throw new InvalidPluginExecutionException("Incorrect task was retrieved");
}
tracingService.Trace("Retrieving the entity from IOrganizationService");
//Retrieve the task using Retrieve
retrievedTask = (Task)service.Retrieve(Task.EntityLogicalName, retrievedTask.Id, new ColumnSet("subject"));
if (!string.Equals(newTask.Subject, retrievedTask.Subject, StringComparison.Ordinal))
{
throw new InvalidPluginExecutionException("Task's subject did not get retrieved correctly");
}
//Update the task
retrievedTask.Subject = UpdatedTaskSubject.Get<string>(executionContext);
service.Update(retrievedTask);
}
}
public void CreateRequiredRecords()
{
// Create an account
Account account = new Account
{
Name = "Fourth Coffee"
};
_accountId = _serviceProxy.Create(account);
// Create an opportunity
Opportunity newOpportunity = new Opportunity
{
Name = "Opportunity 1",
CustomerId = new EntityReference
{
Id = _accountId,
LogicalName = account.LogicalName
}
};
_opportunityId = _serviceProxy.Create(newOpportunity);
}
//</snippetQuickCampaign3>
/// <summary>
/// This method creates any entity records that this sample requires.
/// Create a new queue instance.
/// </summary>
public void CreateRequiredRecords()
{
WhoAmIRequest whoRequest = new WhoAmIRequest();
_currentUser = ((WhoAmIResponse)_serviceProxy.Execute(whoRequest)).UserId;
//Create an activity objects which will act like a template during QC distrbution.
//The activities created by QC will create activities with content that this activity has
_templateEmailActivity = new Email()
{
Subject = "qcCreatedEmailActivity"
};
_templateLetterActivity = new Letter()
{
Subject = "qcCreatedLetterActivity"
};
// Create accounts on which we want to run QC
_accountIdArray = new Guid[5];
for (int i = 0; i < 5; i++)
{
Account acct = new Account() {
Name = "Account For Quick Campaign " + i.ToString()
};
_accountIdArray[i] = _serviceProxy.Create(acct);
Console.WriteLine("Created {0}.", acct.Name);
}
}
/// <summary>
/// Create any entity records that this sample requires.
/// </summary>
public void CreateRequiredRecords()
{
// Create an account named Fourth Coffee.
Account testAccount = new Account
{
Name = "Fourth Coffee"
};
_accountId = _serviceProxy.Create(testAccount);
Console.WriteLine("Created an account named '{0}'.", testAccount.Name);
return;
}
/// <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;
}
/// <summary>
/// This method shows how to merge two entity records with the Merge message.
/// </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)
{
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,serverConfig.Credentials, serverConfig.DeviceCredentials))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
//Create the Contact and Incident required for this sample.
CreateRequiredRecords();
//<snippetMerge1>
// Create the target for the request.
EntityReference target = new EntityReference();
// Id is the GUID of the account that is being merged into.
// LogicalName is the type of the entity being merged to, as a string
target.Id = _account1Id;
target.LogicalName = Account.EntityLogicalName;
// Create the request.
MergeRequest merge = new MergeRequest();
// SubordinateId is the GUID of the account merging.
merge.SubordinateId = _account2Id;
merge.Target = target;
merge.PerformParentingChecks = false;
Console.WriteLine("\nMerging account2 into account1 and adding " +
"\"test\" as Address 1 Line 1");
// Create another account to hold new data to merge into the entity.
// If you use the subordinate account object, its data will be merged.
Account updateContent = new Account();
updateContent.Address1_Line1 = "test";
// Set the content you want updated on the merged account
merge.UpdateContent = updateContent;
// Execute the request.
MergeResponse merged = (MergeResponse)_serviceProxy.Execute(merge);
//</snippetMerge1>
Account mergeeAccount =
(Account)_serviceProxy.Retrieve(Account.EntityLogicalName,
_account2Id, new ColumnSet(allColumns:true));
if(mergeeAccount.Merged == true)
{
Account mergedAccount =
(Account)_serviceProxy.Retrieve(Account.EntityLogicalName,
_account1Id, new ColumnSet(allColumns: true));
Console.WriteLine("\nAccounts merged successfully into account1");
Console.WriteLine(" Name: {0}", mergedAccount.Name);
Console.WriteLine(" Description: {0}", mergedAccount.Description);
Console.WriteLine(" Number of Employees: {0}",
mergedAccount.NumberOfEmployees);
Console.WriteLine(" Address 1 Line 1: {0}",
mergedAccount.Address1_Line1);
}
DeleteRequiredRecords(promptForDelete);
}
}
/// <summary>
/// This method creates any entity records that this sample requires.
/// Create a team, a queue and a role.
/// Add read queue privileges to the role.
/// Assign the role to the team so that they can read the queue.
/// Assign the queue to the team.
/// </summary>
public void CreateRequiredRecords()
{
// Instantiate a contact entity record and set its property values.
// See the Entity Metadata topic in the SDK documentatio to determine
// which attributes must be set for each entity.
Contact setupContact = new Contact
{
FirstName = "John",
LastName = "Doe"
};
_contactId = _service.Create(setupContact);
Console.WriteLine("Created {0} {1}", setupContact.FirstName,
setupContact.LastName);
// Instantiate an account entity record and set its property values.
Account setupAccount1 = new Account
{
Name = "Example Account 1"
};
_account1Id = _service.Create(setupAccount1);
Console.WriteLine("Created {0}", setupAccount1.Name);
Account setupAccount2 = new Account
{
Name = "Example Account 2"
};
_account2Id = _service.Create(setupAccount2);
Console.WriteLine("Created {0}", setupAccount2.Name);
Account setupAccount3 = new Account
{
Name = "Example Account 3"
};
_account3Id = _service.Create(setupAccount3);
Console.WriteLine("Created {0}", setupAccount3.Name);
}
/// <summary>
/// Creates any entity records that this sample requires.
/// </summary>
public void CreateRequiredRecords()
{
// Create an account.
Account account = new Account
{
Name = "Litware, Inc."
};
_accountId = _service.Create(account);
// Create the 2 contacts.
Contact contact = new Contact()
{
FirstName = "Ben",
LastName = "Andrews",
EMailAddress1 = "*****@*****.**",
Address1_City = "Redmond",
Address1_StateOrProvince = "WA",
Address1_Telephone1 = "(206)555-5555",
ParentCustomerId = new EntityReference
{
Id = _accountId,
LogicalName = account.LogicalName
}
};
_contactIdList.Add(_service.Create(contact));
contact = new Contact()
{
FirstName = "Colin",
LastName = "Wilcox",
EMailAddress1 = "*****@*****.**",
Address1_City = "Bellevue",
Address1_StateOrProvince = "WA",
Address1_Telephone1 = "(425)555-5555",
ParentCustomerId = new EntityReference
{
Id = _accountId,
LogicalName = account.LogicalName
}
};
_contactIdList.Add(_service.Create(contact));
}
/// <summary>
/// This method creates any entity records that this sample requires.
/// Create a parent account record.
/// Create 10 child accounts to the parent account record.
/// </summary>
public void CreateRequiredRecords()
{
// Instantiate a account entity record and set its property values.
// See the Entity Metadata topic in the SDK documentation
// to determine which attributes must be set for each entity.
// Create the parent account.
Account parentAccount = new Account
{
Name = "Root Test Account",
EMailAddress1 = "*****@*****.**"
};
_parentAccountId = _service.Create(parentAccount);
// Create 10 child accounts.
_childAccountIds = new Guid[10];
int count = 1;
while (true)
{
Account childAccount = new Account
{
Name = "Child Test Account " + count.ToString(),
EMailAddress1 = "child" + count.ToString() + "@root.com",
EMailAddress2 = "*****@*****.**",
ParentAccountId = new EntityReference(Account.EntityLogicalName, _parentAccountId)
};
_childAccountIds[count - 1] = _service.Create(childAccount);
// Jump out of the loop after creating 10 child accounts.
if (count == 10)
break;
// Increment the count.
count++;
}
return;
}
/// <summary>
/// This method first checks if the logged on user has prvReadPOAA permissions.
/// Afterwards, the method creates the secure custom fields required for this sample,
/// an account record for testing purposes, and POAA records for the user
/// and those custom fields.
/// Finally, the method retrieves the User Shared Attribute permissions for that user.
/// </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
{
//<snippetRetrieveUserSharedAttributePermissions1>
// 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();
//<snippetRetrieveUserSharedAttributePermissions2>
#region Check if this user has prvReadPOAA
// Get the GUID of the current user.
WhoAmIRequest whoAmI = new WhoAmIRequest();
Guid userLoggedId =
((WhoAmIResponse)_serviceProxy.Execute(whoAmI)).UserId;
Console.WriteLine("User logged: " + userLoggedId);
// Check if this user has prvReadPOAA.
RetrieveUserPrivilegesRequest userPrivilegesRequest =
new RetrieveUserPrivilegesRequest();
userPrivilegesRequest.UserId = userLoggedId;
RetrieveUserPrivilegesResponse userPrivilegesResponse =
(RetrieveUserPrivilegesResponse)_serviceProxy.Execute(userPrivilegesRequest);
// Fixed the GUID for prvReadPOAA.
Guid prvReadPOAA = new Guid("{68564CD5-2B2E-11DF-80A6-00137299E1C2}");
if (userPrivilegesResponse.RolePrivileges.Any(r => r.PrivilegeId.Equals(prvReadPOAA)))
{
Console.WriteLine("This user DOES have prvReadPOAA");
}
else
{
Console.WriteLine("This user DOESN'T have prvReadPOAA");
}
Console.WriteLine();
#endregion Check if this user has prvReadPOAA
//</snippetRetrieveUserSharedAttributePermissions2>
#region Create an account record
// Create an account record
Account accountRecord = new Account();
accountRecord.Name = "Ane";
accountRecord["secret_phone"] = "123456";
_accountRecordId = _serviceProxy.Create(accountRecord);
Console.WriteLine("Account record created.");
#endregion Create an account record
#region Create POAA entity for field #1
// Create POAA entity for field #1
PrincipalObjectAttributeAccess poaa = new PrincipalObjectAttributeAccess
{
AttributeId = _secretHomeId,
ObjectId = new EntityReference
(Account.EntityLogicalName, _accountRecordId),
PrincipalId = new EntityReference
(SystemUser.EntityLogicalName, userLoggedId),
ReadAccess = true,
UpdateAccess = true
};
_serviceProxy.Create(poaa);
Console.WriteLine("POAA record for custom field Secret_Home created.");
#endregion Create POAA entity for field #1
#region Create POAA entity for field #2
// Create POAA entity for field #2
poaa = new PrincipalObjectAttributeAccess
{
AttributeId = _secretPhoneId,
ObjectId = new EntityReference
(Account.EntityLogicalName, _accountRecordId),
PrincipalId = new EntityReference
(SystemUser.EntityLogicalName, userLoggedId),
ReadAccess = true,
UpdateAccess = true
};
_serviceProxy.Create(poaa);
Console.WriteLine("POAA record for custom field Secret_Phone created.");
#endregion Create POAA entity for field #2
#region Retrieve User Shared Attribute Permissions
// Create the query for retrieve User Shared Attribute permissions.
QueryExpression queryPOAA =
new QueryExpression("principalobjectattributeaccess");
queryPOAA.ColumnSet = new ColumnSet
(new string[] { "attributeid", "readaccess", "updateaccess", "principalid" });
queryPOAA.Criteria.FilterOperator = LogicalOperator.And;
queryPOAA.Criteria.Conditions.Add
(new ConditionExpression("objectid", ConditionOperator.Equal, _accountRecordId));
queryPOAA.Criteria.Conditions.Add
(new ConditionExpression("principalid", ConditionOperator.EqualUserId));
Console.WriteLine();
Console.WriteLine("POAA for user: "******" principalid: " + ((EntityReference)entity["principalid"]).Id);
Console.WriteLine(" attributeid: " + entity["attributeid"].ToString());
Console.WriteLine(" readaccess: " + entity["readaccess"].ToString());
Console.WriteLine(" updateaccess: " + entity["updateaccess"].ToString());
Console.WriteLine();
}
}
catch (Exception exc)
{
Console.WriteLine("Error: " + exc.Message);
}
#endregion Retrieve User Shared Attribute Permissions
DeleteRequiredRecords(promptforDelete);
}
//</snippetRetrieveUserSharedAttributePermissions1>
}
// 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;
}
}
//</snippetAuditing3>
/// <summary>
/// Creates any entity records that this sample requires.
/// </summary>
public void CreateRequiredRecords()
{
Console.Write("Creating an account, ");
// Account entity category codes.
var Categories = new { PreferredCustomer = 1, Standard = 2 };
// Create a new account entity.
Account newAccount = new Account { Name = "Example Account" };
_newAccountId = _service.Create(newAccount);
Console.WriteLine("then updating the account.");
// Set the values of some other attributes.
newAccount.AccountId = _newAccountId;
newAccount.AccountNumber = "1-A";
newAccount.AccountCategoryCode = new OptionSetValue(Categories.PreferredCustomer);
newAccount.Telephone1 = "555-555-5555";
_service.Update(newAccount);
}
/// <summary>
/// Creates any entity records that this sample requires.
/// </summary>
public void CreateRequiredRecords()
{
// Create a unit group.
UoMSchedule unitGroup = new UoMSchedule
{
Name = "Example Unit Group",
BaseUoMName = "Example Primary Unit"
};
_unitGroupId = _service.Create(unitGroup);
// Retrieve the unit.
QueryExpression unitQuery = new QueryExpression()
{
EntityName = UoM.EntityLogicalName,
ColumnSet = new ColumnSet("uomid", "name"),
Criteria =
{
Conditions =
{
new ConditionExpression ("uomscheduleid", ConditionOperator.Equal, _unitGroupId)
}
},
PageInfo = new PagingInfo
{
PageNumber = 1,
Count = 1
}
};
UoM unit = (UoM)_service.RetrieveMultiple(unitQuery).Entities[0];
// Create an account.
Account account = new Account
{
Name = "Litware, Inc.",
Address1_StateOrProvince = "Colorado"
};
_accountId = (_service.Create(account));
// Create the 2 contacts.
Contact contact = new Contact()
{
FirstName = "Ben",
LastName = "Andrews",
EMailAddress1 = "*****@*****.**",
Address1_City = "Redmond",
Address1_StateOrProvince = "WA",
Address1_Telephone1 = "(206)555-5555",
ParentCustomerId = new EntityReference
{
Id = _accountId,
LogicalName = account.LogicalName
}
};
_contactIdList.Add(_service.Create(contact));
contact = new Contact()
{
FirstName = "Colin",
LastName = "Wilcox",
EMailAddress1 = "*****@*****.**",
Address1_City = "Bellevue",
Address1_StateOrProvince = "WA",
Address1_Telephone1 = "(425)555-5555",
ParentCustomerId = new EntityReference
{
Id = _accountId,
LogicalName = account.LogicalName
}
};
_contactIdList.Add(_service.Create(contact));
// Create pricing and product objects.
PriceLevel priceLevel = new PriceLevel()
{
Name = "Faux Price List"
};
_priceLevelId = _service.Create(priceLevel);
Product product = new Product()
{
ProductNumber = "1",
QuantityDecimal = 4,
Name = "Faux Product",
Price = new Money(20.0M),
DefaultUoMId = new EntityReference
{
Id = unit.Id,
LogicalName = UoM.EntityLogicalName
},
DefaultUoMScheduleId = new EntityReference
{
Id = _unitGroupId,
LogicalName = UoMSchedule.EntityLogicalName
}
};
_productId = _service.Create(product);
ProductPriceLevel productPrice = new ProductPriceLevel()
{
PriceLevelId = new EntityReference()
{
Id = _priceLevelId,
LogicalName = PriceLevel.EntityLogicalName
},
ProductId = new EntityReference()
{
Id = _productId,
LogicalName = Product.EntityLogicalName
},
UoMId = new EntityReference
{
Id = unit.Id,
LogicalName = UoM.EntityLogicalName
},
Amount = new Money(20.0M),
};
_productPriceId = _service.Create(productPrice);
// Create 3 orders.
SalesOrder order = new SalesOrder()
{
Name = "Faux Order",
DateFulfilled = new DateTime(2010, 8, 1),
PriceLevelId = new EntityReference
{
Id = _priceLevelId,
LogicalName = PriceLevel.EntityLogicalName
},
CustomerId = new EntityReference
{
Id = _accountId,
LogicalName = account.LogicalName
},
FreightAmount = new Money(20.0M)
};
_orderIdList.Add(_service.Create(order));
order = new SalesOrder()
{
Name = "Old Faux Order",
DateFulfilled = new DateTime(2010, 4, 1),
PriceLevelId = new EntityReference
{
Id = _priceLevelId,
LogicalName = PriceLevel.EntityLogicalName
},
CustomerId = new EntityReference
{
Id = _accountId,
LogicalName = account.LogicalName
},
FreightAmount = new Money(20.0M)
};
_orderIdList.Add(_service.Create(order));
order = new SalesOrder()
{
Name = "Oldest Faux Order",
DateFulfilled = new DateTime(2008, 8, 1),
PriceLevelId = new EntityReference
{
Id = _priceLevelId,
LogicalName = PriceLevel.EntityLogicalName
},
CustomerId = new EntityReference
{
Id = _accountId,
LogicalName = account.LogicalName
},
FreightAmount = new Money(20.0M)
};
_orderIdList.Add(_service.Create(order));
// Create 2 opportunities.
Opportunity opportunity = new Opportunity()
{
Name = "Litware, Inc. Opportunity 1",
EstimatedCloseDate = new DateTime(2011, 1, 1),
CustomerId = new EntityReference
{
Id = _accountId,
LogicalName = account.LogicalName
}
};
_opportunityIdList.Add(_service.Create(opportunity));
opportunity = new Opportunity()
{
Name = "Litware, Inc. Opportunity 2",
EstimatedCloseDate = new DateTime(2020, 1, 1),
CustomerId = new EntityReference
{
Id = _accountId,
LogicalName = account.LogicalName
}
};
_opportunityIdList.Add(_service.Create(opportunity));
}
/// <summary>
/// This method first connects to the organization service. Next, auditing
/// is enabled on the organization and an account entity. The account record
/// is updated and the audit history printed out.
/// </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)
{
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri, serverConfig.Credentials, serverConfig.DeviceCredentials))
{
// Enable early-bound type support.
_serviceProxy.EnableProxyTypes();
// You can access the service through the proxy, but this sample uses the interface instead.
_service = _serviceProxy;
#region Enable Auditing for an Account
//<snippetAuditing1>
Console.WriteLine("Enabling auditing on the organization and account entities.");
// Enable auditing on the organization.
// First, get the organization's ID from the system user record.
Guid orgId = ((WhoAmIResponse)_service.Execute(new WhoAmIRequest())).OrganizationId;
// Next, retrieve the organization's record.
Organization org = _service.Retrieve(Organization.EntityLogicalName, orgId,
new ColumnSet(new string[] { "organizationid", "isauditenabled" })) as Organization;
// Finally, enable auditing on the organization.
bool organizationAuditingFlag = org.IsAuditEnabled.Value;
org.IsAuditEnabled = true;
_service.Update(org);
// Enable auditing on account entities.
bool accountAuditingFlag = EnableEntityAuditing(Account.EntityLogicalName, true);
//</snippetAuditing1>
#endregion Enable Auditing for an Account
CreateRequiredRecords();
#region Retrieve the Record Change History
Console.WriteLine("Retrieving the account change history.\n");
//<snippetAuditing5>
// Retrieve the audit history for the account and display it.
RetrieveRecordChangeHistoryRequest changeRequest = new RetrieveRecordChangeHistoryRequest();
changeRequest.Target = new EntityReference(Account.EntityLogicalName, _newAccountId);
RetrieveRecordChangeHistoryResponse changeResponse =
(RetrieveRecordChangeHistoryResponse)_service.Execute(changeRequest);
AuditDetailCollection details = changeResponse.AuditDetailCollection;
//</snippetAuditing5>
foreach (AttributeAuditDetail detail in details.AuditDetails)
{
// Display some of the detail information in each audit record.
DisplayAuditDetails(detail);
}
#endregion Retrieve the Record Change History
#region Retrieve the Attribute Change History
//<snippetAuditing7>
// Update the Telephone1 attribute in the Account entity record.
Account accountToUpdate = new Account();
accountToUpdate.AccountId = _newAccountId;
accountToUpdate.Telephone1 = "123-555-5555";
_serviceProxy.Update(accountToUpdate);
Console.WriteLine("Updated the Telephone1 field in the Account entity.");
// Retrieve the attribute change history.
Console.WriteLine("Retrieving the attribute change history for Telephone1.");
var attributeChangeHistoryRequest = new RetrieveAttributeChangeHistoryRequest
{
Target = new EntityReference(
Account.EntityLogicalName, _newAccountId),
AttributeLogicalName = "telephone1"
};
var attributeChangeHistoryResponse =
(RetrieveAttributeChangeHistoryResponse)_service.Execute(attributeChangeHistoryRequest);
// Display the attribute change history.
details = attributeChangeHistoryResponse.AuditDetailCollection;
//</snippetAuditing7>
foreach (var detail in details.AuditDetails)
{
DisplayAuditDetails(detail);
}
// Save an Audit record ID for later use.
Guid auditSampleId = details.AuditDetails.First().AuditRecord.Id;
#endregion Retrieve the Attribute Change History
#region Retrieve the Audit Details
//<snippetAuditing8>
Console.WriteLine("Retrieving audit details for an audit record.");
// Retrieve the audit details and display them.
var auditDetailsRequest = new RetrieveAuditDetailsRequest
{
AuditId = auditSampleId
};
var auditDetailsResponse =
(RetrieveAuditDetailsResponse)_service.Execute(auditDetailsRequest);
//</snippetAuditing8>
DisplayAuditDetails(auditDetailsResponse.AuditDetail);
#endregion Retrieve the Audit Details
#region Revert Auditing
// Set the organization and account auditing flags back to the old values
org.IsAuditEnabled = organizationAuditingFlag;
_service.Update(org);
EnableEntityAuditing(Account.EntityLogicalName, accountAuditingFlag);
#endregion Revert Auditing
DeleteRequiredRecords(promptforDelete);
}
}
/// <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
}
/// <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
}