/// <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 PhoneCall record and supporting account
Account account = new Account
{
Name = "Margie's Travel",
Address1_PostalCode = "99999"
};
_accountId = (_serviceProxy.Create(account));
account.Id = _accountId;
// Create Guids for PhoneCalls
_phoneCallId = Guid.NewGuid();
_phoneCall2Id = Guid.NewGuid();
// Create ActivityPartys for the phone calls' "From" field.
ActivityParty activityParty = new ActivityParty()
{
PartyId = account.ToEntityReference(),
ActivityId = new EntityReference
{
Id = _phoneCallId,
LogicalName = PhoneCall.EntityLogicalName,
},
ParticipationTypeMask = new OptionSetValue(9),
};
ActivityParty activityPartyClosed = new ActivityParty()
{
PartyId = account.ToEntityReference(),
ActivityId = new EntityReference
{
Id = _phoneCall2Id,
LogicalName = PhoneCall.EntityLogicalName,
},
ParticipationTypeMask = new OptionSetValue(9)
};
// Create an open phone call.
PhoneCall phoneCall = new PhoneCall()
{
Id = _phoneCallId,
Subject = "Sample Phone Call",
DirectionCode = false,
To = new ActivityParty[] { activityParty },
OwnerId = new EntityReference("systemuser", _salesRepresentativeIds[0]),
ActualEnd = DateTime.Now
};
_serviceProxy.Create(phoneCall);
// Close the first phone call.
SetStateRequest closePhoneCall = new SetStateRequest()
{
EntityMoniker = phoneCall.ToEntityReference(),
State = new OptionSetValue(1),
Status = new OptionSetValue(4)
};
_serviceProxy.Execute(closePhoneCall);
// Create a second phone call.
phoneCall = new PhoneCall()
{
Id = _phoneCall2Id,
Subject = "Sample Phone Call 2",
DirectionCode = true,
To = new ActivityParty[] { activityParty },
OwnerId = new EntityReference("systemuser", _salesRepresentativeIds[1]),
ActualEnd = DateTime.Now
};
_serviceProxy.Create(phoneCall);
// Close the second phone call.
closePhoneCall = new SetStateRequest()
{
EntityMoniker = phoneCall.ToEntityReference(),
State = new OptionSetValue(1),
Status = new OptionSetValue(4)
};
_serviceProxy.Execute(closePhoneCall);
#endregion
}
/// <summary>
/// Creates any entity records that this sample requires.
/// </summary>
public void CreateRequiredRecords()
{
#region Create or Retrieve the necessary system users
// Retrieve a sales manager.
_salesManagerId =
SystemUserProvider.RetrieveMarketingManager(_serviceProxy);
#endregion
#region Create PhoneCall record and supporting account
Account newAccount = new Account
{
Name = "Margie's Travel",
Address1_PostalCode = "99999"
};
_accountId = (_serviceProxy.Create(newAccount));
newAccount.Id = _accountId;
// Create Guids for PhoneCalls
_phoneCallId = Guid.NewGuid();
_phoneCall2Id = Guid.NewGuid();
// Create ActivityPartys for the phone calls' "From" field.
ActivityParty activityParty = new ActivityParty()
{
PartyId = newAccount.ToEntityReference(),
ActivityId = new EntityReference
{
Id = _phoneCallId,
LogicalName = PhoneCall.EntityLogicalName,
},
ParticipationTypeMask = new OptionSetValue(9)
};
ActivityParty activityPartyClosed = new ActivityParty()
{
PartyId = newAccount.ToEntityReference(),
ActivityId = new EntityReference
{
Id = _phoneCall2Id,
LogicalName = PhoneCall.EntityLogicalName,
},
ParticipationTypeMask = new OptionSetValue(9)
};
// Create an open phone call.
PhoneCall phoneCall = new PhoneCall()
{
Id = _phoneCallId,
Subject = "Sample Phone Call",
DirectionCode = false,
To = new ActivityParty[] { activityParty }
};
_serviceProxy.Create(phoneCall);
// Create a second phone call to close
phoneCall = new PhoneCall()
{
Id = _phoneCall2Id,
Subject = "Sample Phone Call 2",
DirectionCode = false,
To = new ActivityParty[] { activityParty },
ActualEnd = DateTime.Now
};
_serviceProxy.Create(phoneCall);
// Close the second phone call.
SetStateRequest closePhoneCall = new SetStateRequest()
{
EntityMoniker = phoneCall.ToEntityReference(),
State = new OptionSetValue(1),
Status = new OptionSetValue(4)
};
_serviceProxy.Execute(closePhoneCall);
#endregion
}
/// <summary>
/// Creates any entity records that this sample requires.
/// </summary>
public void CreateRequiredRecords()
{
#region create kb articles
Console.WriteLine(" Creating KB Articles");
_subjectId = (
from subject in _context.SubjectSet
where subject.Title == "Default Subject"
select subject.Id
).First();
var kbArticleTemplateId = (
from articleTemplate in _context.KbArticleTemplateSet
where articleTemplate.Title == "Standard KB Article"
select articleTemplate.Id
).FirstOrDefault();
if (kbArticleTemplateId != Guid.Empty)
{
// create a KB article
_articles[0] = new KbArticle()
{
// set the article properties
Title = "Searching the knowledge base",
ArticleXml = @"
<articledata>
<section id='0'>
<content><![CDATA[This is a sample article about searching the knowledge base.]]></content>
</section>
<section id='1'>
<content><![CDATA[Knowledge bases contain information useful for various people.]]></content>
</section>
</articledata>",
// use the built-in "Standard KB Article" template
KbArticleTemplateId = new EntityReference(KbArticleTemplate.EntityLogicalName,
kbArticleTemplateId),
// use the default subject
SubjectId = new EntityReference(Subject.EntityLogicalName, _subjectId),
KeyWords = "Searching Knowledge base"
};
_context.AddObject(_articles[0]);
_articles[1] = new KbArticle()
{
Title = "What's in a knowledge base",
ArticleXml = @"
<articledata>
<section id='0'>
<content><![CDATA[This is a sample article about what would be in a knowledge base.]]></content>
</section>
<section id='1'>
<content><![CDATA[This section contains more information.]]></content>
</section>
</articledata>",
KbArticleTemplateId = new EntityReference(KbArticleTemplate.EntityLogicalName,
kbArticleTemplateId),
SubjectId = new EntityReference(Subject.EntityLogicalName, _subjectId),
KeyWords = "Knowledge base"
};
_context.AddObject(_articles[1]);
_articles[2] = new KbArticle()
{
Title = "Searching the knowledge base from code",
ArticleXml = @"
<articledata>
<section id='0'>
<content><![CDATA[This article covers searching the knowledge base from code.]]></content>
</section>
<section id='1'>
<content><![CDATA[This section contains more information.]]></content>
</section>
</articledata>",
KbArticleTemplateId = new EntityReference(KbArticleTemplate.EntityLogicalName,
kbArticleTemplateId),
SubjectId = new EntityReference(Subject.EntityLogicalName, _subjectId),
KeyWords = "Knowledge base code"
};
_context.AddObject(_articles[2]);
_context.SaveChanges();
}
else
{
throw new ArgumentException("Standard Article Templates are missing");
}
#endregion
#region Submit the articles
Console.WriteLine(" Submitting the articles");
foreach (var article in _articles)
{
_context.Execute(new SetStateRequest
{
EntityMoniker = article.ToEntityReference(),
State = new OptionSetValue((int)KbArticleState.Unapproved),
Status = new OptionSetValue((int)kbarticle_statuscode.Unapproved)
});
}
#endregion
#region Approve and Publish the article
Console.WriteLine(" Publishing articles");
foreach (var article in _articles)
{
_context.Execute(new SetStateRequest
{
EntityMoniker = article.ToEntityReference(),
State = new OptionSetValue((int)KbArticleState.Published),
Status = new OptionSetValue((int)kbarticle_statuscode.Published)
});
}
#endregion
#region Waiting for publishing to finish
// Wait 20 seconds to ensure that data will be available
// Full-text indexing
Console.WriteLine(" Waiting 20 seconds to ensure indexing has completed on the new records.");
System.Threading.Thread.Sleep(20000);
Console.WriteLine();
#endregion
#region Add cases to KbArticles
// Create UoM
_uomSchedule = new UoMSchedule()
{
Name = "Sample unit group",
BaseUoMName = "Sample base unit"
};
_context.AddObject(_uomSchedule);
_context.SaveChanges();
_uom = (from uom in _context.UoMSet
where uom.Name == _uomSchedule.BaseUoMName
select uom).First();
Console.WriteLine(" Creating an account and incidents for the KB articles");
var whoami = (WhoAmIResponse)_context.Execute(new WhoAmIRequest());
_account = new Account()
{
Name = "Coho Winery",
};
_context.AddObject(_account);
_context.SaveChanges();
_product = new Product()
{
Name = "Sample Product",
ProductNumber = "0",
ProductStructure = new OptionSetValue(1),
DefaultUoMScheduleId = _uomSchedule.ToEntityReference(),
DefaultUoMId = _uom.ToEntityReference()
};
_context.AddObject(_product);
_context.SaveChanges();
// Publish Product
SetStateRequest publishRequest = new SetStateRequest
{
EntityMoniker = new EntityReference(Product.EntityLogicalName, _product.Id),
State = new OptionSetValue((int)ProductState.Active),
Status = new OptionSetValue(1)
};
_context.Execute(publishRequest);
_incident = new Incident()
{
Title = "A sample incident",
OwnerId = new EntityReference(SystemUser.EntityLogicalName, whoami.UserId),
KbArticleId = _articles[0].ToEntityReference(),
CustomerId = _account.ToEntityReference(),
SubjectId = new EntityReference(Subject.EntityLogicalName, _subjectId),
ProductId = _product.ToEntityReference()
};
_context.AddObject(_incident);
_context.SaveChanges();
#endregion
}
/// <summary>
/// This method first creates an account and a lead, then initializes a new
/// account from the already existing account and a new opportunity from the
/// already existing lead.
/// </summary>
/// <param name="serverConfig">Contains server connection information.</param>
/// <param name="promptforDelete">When True, the user will be prompted to delete all
/// created entities.</param>
public void Run(ServerConnection.Configuration serverConfig, bool promptforDelete)
{
try
{
// Connect to the Organization service.
// The using statement assures that the service proxy will be properly
// disposed.
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri, serverConfig.Credentials, serverConfig.DeviceCredentials))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
CreateRequiredRecords();
#region Initialize Account from Account
Console.WriteLine();
Console.WriteLine(" Initializing new Account from the initial Account");
// Create the request object
InitializeFromRequest initialize = new InitializeFromRequest();
// Set the properties of the request object
initialize.TargetEntityName = Account.EntityLogicalName.ToString();
// Create the EntityMoniker
initialize.EntityMoniker = _initialAccount.ToEntityReference();
// Execute the request
InitializeFromResponse initialized =
(InitializeFromResponse)_serviceProxy.Execute(initialize);
if (initialized.Entity != null)
{
Console.WriteLine(" New Account initialized successfully");
}
Console.WriteLine();
#endregion
#region Initialize Opportunity from Lead
Console.WriteLine(" Initializing an Opportunity from the initial Lead");
// Create the request object
initialize.TargetEntityName = Opportunity.EntityLogicalName.ToString();
// Create the EntityMoniker
initialize.EntityMoniker = _initialLead.ToEntityReference();
// Execute the request
initialized =
(InitializeFromResponse)_serviceProxy.Execute(initialize);
if (initialized.Entity != null & amp; &
initialized.Entity.LogicalName == Opportunity.EntityLogicalName)
{
var opportunity = (Opportunity)initialized.Entity;
Console.WriteLine(" New Opportunity initialized successfully (Name={0})",
opportunity.Name);
}
#endregion
DeleteRequiredRecords(promptforDelete);
}
}
// Catch any service fault exceptions that Microsoft Dynamics CRM throws.
catch (FaultException <Microsoft.Xrm.Sdk.OrganizationServiceFault> )
{
// You can handle an exception here or pass it back to the calling method.
throw;
}
}
/// <summary>
/// Creates any entity records that this sample requires.
/// </summary>
public void CreateRequiredRecords()
{
#region create kb articles
Console.WriteLine(" Creating KB Articles");
_subjectId = (
from subject in _context.SubjectSet
where subject.Title == "Default Subject"
select subject.Id
).First();
var kbArticleTemplateId = (
from articleTemplate in _context.KbArticleTemplateSet
where articleTemplate.Title == "Standard KB Article"
select articleTemplate.Id
).FirstOrDefault();
if (kbArticleTemplateId != Guid.Empty)
{
// create a KB article
_articles[0] = new KbArticle()
{
// set the article properties
Title = "Searching the knowledge base",
ArticleXml = @"
<articledata>
<section id='0'>
<content><![CDATA[This is a sample article about searching the knowledge base.]]></content>
</section>
<section id='1'>
<content><![CDATA[Knowledge bases contain information useful for various people.]]></content>
</section>
</articledata>",
// use the built-in "Standard KB Article" template
KbArticleTemplateId = new EntityReference(KbArticleTemplate.EntityLogicalName,
kbArticleTemplateId),
// use the default subject
SubjectId = new EntityReference(Subject.EntityLogicalName, _subjectId),
KeyWords = "Searching Knowledge base"
};
_context.AddObject(_articles[0]);
_articles[1] = new KbArticle()
{
Title = "What's in a knowledge base",
ArticleXml = @"
<articledata>
<section id='0'>
<content><![CDATA[This is a sample article about what would be in a knowledge base.]]></content>
</section>
<section id='1'>
<content><![CDATA[This section contains more information.]]></content>
</section>
</articledata>",
KbArticleTemplateId = new EntityReference(KbArticleTemplate.EntityLogicalName,
kbArticleTemplateId),
SubjectId = new EntityReference(Subject.EntityLogicalName, _subjectId),
KeyWords = "Knowledge base"
};
_context.AddObject(_articles[1]);
_articles[2] = new KbArticle()
{
Title = "Searching the knowledge base from code",
ArticleXml = @"
<articledata>
<section id='0'>
<content><![CDATA[This article covers searching the knowledge base from code.]]></content>
</section>
<section id='1'>
<content><![CDATA[This section contains more information.]]></content>
</section>
</articledata>",
KbArticleTemplateId = new EntityReference(KbArticleTemplate.EntityLogicalName,
kbArticleTemplateId),
SubjectId = new EntityReference(Subject.EntityLogicalName, _subjectId),
KeyWords = "Knowledge base code"
};
_context.AddObject(_articles[2]);
_context.SaveChanges();
}
else
{
throw new ArgumentException("Standard Article Templates are missing");
}
#endregion
#region Submit the articles
Console.WriteLine(" Submitting the articles");
foreach (var article in _articles)
{
_context.Execute(new SetStateRequest
{
EntityMoniker = article.ToEntityReference(),
State = new OptionSetValue((int)KbArticleState.Unapproved),
Status = new OptionSetValue((int)kbarticle_statuscode.Unapproved)
});
}
#endregion
#region Approve and Publish the article
Console.WriteLine(" Publishing articles");
foreach (var article in _articles)
{
_context.Execute(new SetStateRequest
{
EntityMoniker = article.ToEntityReference(),
State = new OptionSetValue((int)KbArticleState.Published),
Status = new OptionSetValue((int)kbarticle_statuscode.Published)
});
}
#endregion
#region Waiting for publishing to finish
// Wait 20 seconds to ensure that data will be available
// Full-text indexing
Console.WriteLine(" Waiting 20 seconds to ensure indexing has completed on the new records.");
System.Threading.Thread.Sleep(20000);
Console.WriteLine();
#endregion
#region Add cases to KbArticles
// Create UoM
_uomSchedule = new UoMSchedule()
{
Name = "Sample unit group",
BaseUoMName = "Sample base unit"
};
_context.AddObject(_uomSchedule);
_context.SaveChanges();
_uom = (from uom in _context.UoMSet
where uom.Name == _uomSchedule.BaseUoMName
select uom).First();
Console.WriteLine(" Creating an account and incidents for the KB articles");
var whoami = (WhoAmIResponse)_context.Execute(new WhoAmIRequest());
_account = new Account()
{
Name = "Coho Winery",
};
_context.AddObject(_account);
_context.SaveChanges();
_product = new Product()
{
Name = "Sample Product",
ProductNumber = "0",
ProductStructure = new OptionSetValue(1),
DefaultUoMScheduleId = _uomSchedule.ToEntityReference(),
DefaultUoMId = _uom.ToEntityReference()
};
_context.AddObject(_product);
_context.SaveChanges();
// Publish Product
SetStateRequest publishRequest = new SetStateRequest
{
EntityMoniker = new EntityReference(Product.EntityLogicalName, _product.Id),
State = new OptionSetValue((int)ProductState.Active),
Status = new OptionSetValue(1)
};
_context.Execute(publishRequest);
_incident = new Incident()
{
Title = "A sample incident",
OwnerId = new EntityReference(SystemUser.EntityLogicalName, whoami.UserId),
KbArticleId = _articles[0].ToEntityReference(),
CustomerId = _account.ToEntityReference(),
SubjectId = new EntityReference(Subject.EntityLogicalName, _subjectId),
ProductId = _product.ToEntityReference()
};
_context.AddObject(_incident);
_context.SaveChanges();
#endregion
}
/// <summary>
/// Creates any entity records that this sample requires.
/// </summary>
public void CreateRequiredRecords()
{
#region Create or Retrieve the necessary system users
// Retrieve a sales manager.
_salesManagerId =
SystemUserProvider.RetrieveMarketingManager(_serviceProxy);
#endregion
#region Create PhoneCall record and supporting account
Account newAccount = new Account
{
Name = "Margie's Travel",
Address1_PostalCode = "99999"
};
_accountId = (_serviceProxy.Create(newAccount));
newAccount.Id = _accountId;
// Create Guids for PhoneCalls
_phoneCallId = Guid.NewGuid();
_phoneCall2Id = Guid.NewGuid();
// Create ActivityPartys for the phone calls' "From" field.
ActivityParty activityParty = new ActivityParty()
{
PartyId = newAccount.ToEntityReference(),
ActivityId = new EntityReference
{
Id = _phoneCallId,
LogicalName = PhoneCall.EntityLogicalName,
},
ParticipationTypeMask = new OptionSetValue(9)
};
ActivityParty activityPartyClosed = new ActivityParty()
{
PartyId = newAccount.ToEntityReference(),
ActivityId = new EntityReference
{
Id = _phoneCall2Id,
LogicalName = PhoneCall.EntityLogicalName,
},
ParticipationTypeMask = new OptionSetValue(9)
};
// Create an open phone call.
PhoneCall phoneCall = new PhoneCall()
{
Id = _phoneCallId,
Subject = "Sample Phone Call",
DirectionCode = false,
To = new ActivityParty[] { activityParty }
};
_serviceProxy.Create(phoneCall);
// Create a second phone call to close
phoneCall = new PhoneCall()
{
Id = _phoneCall2Id,
Subject = "Sample Phone Call 2",
DirectionCode = false,
To = new ActivityParty[] { activityParty },
ActualEnd = DateTime.Now
};
_serviceProxy.Create(phoneCall);
// Close the second phone call.
SetStateRequest closePhoneCall = new SetStateRequest()
{
EntityMoniker = phoneCall.ToEntityReference(),
State = new OptionSetValue(1),
Status = new OptionSetValue(4)
};
_serviceProxy.Execute(closePhoneCall);
#endregion
}
/// <summary>
/// This method first connects to the Organization service and creates the
/// OrganizationServiceContext. Then, several entity creation and relationship
/// 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
{
//<snippetBasicContextExamples1>
// 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();
_service = (IOrganizationService)_serviceProxy;
CreateRequiredRecords();
// The OrganizationServiceContext is an object that wraps the service
// proxy and allows creating/updating multiple records simultaneously.
_orgContext = new OrganizationServiceContext(_service);
// Create a new contact called Mary Kay Andersen.
var contact = new Contact()
{
FirstName = "Mary Kay",
LastName = "Andersen",
Address1_Line1 = "23 Market St.",
Address1_City = "Sammamish",
Address1_StateOrProvince = "MT",
Address1_PostalCode = "99999",
Telephone1 = "12345678",
EMailAddress1 = "*****@*****.**",
Id = Guid.NewGuid()
};
_contactId = contact.Id;
_orgContext.AddObject(contact);
Console.Write("Instantiating contact, ");
// Create an account called Contoso.
var account = new Account()
{
Name = "Contoso",
Address1_City = "Redmond",
// set the account category to 'Preferred Customer'
AccountCategoryCode = new OptionSetValue(1),
LastUsedInCampaign = DateTime.Now,
MarketCap = new Money(120000),
DoNotEMail = true,
Description = "Contoso is a fictional company!",
Id = Guid.NewGuid(),
};
_accountId = account.Id;
Console.Write("instantiating account, ");
// Set Mary Kay Andersen as the primary contact
_orgContext.AddRelatedObject(
contact,
new Relationship("account_primary_contact"),
account);
SaveChangesHelper(contact, account);
Console.WriteLine("and creating both records in CRM.");
// Remove the primary contact value from Mary Kay Andersen
_orgContext.Attach(contact);
_orgContext.DeleteLink(
contact,
new Relationship("account_primary_contact"),
account);
SaveChangesHelper(contact, account);
Console.Write("Removing primary contact status, ");
// Add Mary Kay Andersen to the contact list for the account Contoso.
_orgContext.Attach(account);
_orgContext.Attach(contact);
_orgContext.AddLink(
account,
new Relationship("contact_customer_accounts"),
contact);
SaveChangesHelper(contact, account);
Console.WriteLine("and adding contact to account's contact list.");
// Add a note with a document attachment to the contact's record.
var attachment = File.OpenRead("sample.txt");
var data = new byte[attachment.Length];
attachment.Read(data, 0, (int)attachment.Length);
var note = new Annotation()
{
Subject = "Note subject...",
NoteText = "Note Details....",
DocumentBody = Convert.ToBase64String(data),
FileName = Path.GetFileName(attachment.Name),
MimeType = "text/plain",
Id = Guid.NewGuid(),
// Associate the note to the contact.
ObjectId = contact.ToEntityReference(),
ObjectTypeCode = Contact.EntityLogicalName
};
_annotationId = note.Id;
Console.Write("Instantiating a note, ");
_orgContext.AddObject(note);
_orgContext.Attach(contact);
// Set the contact as the Regarding attribute of the note.
_orgContext.AddLink(
contact,
new Relationship("Contact_Annotation"),
note);
SaveChangesHelper(note, contact);
Console.WriteLine("creating the note in CRM and linking to contact.");
// Change the owning user of the contact Mary Kay Andersen
// Find a user with an email address of "*****@*****.**"
var newOwner = (from u in _orgContext.CreateQuery <SystemUser>()
where u.InternalEMailAddress == "*****@*****.**"
select u).Single();
AssignRequest assignRequest = new AssignRequest()
{
Target = contact.ToEntityReference(),
Assignee = newOwner.ToEntityReference()
};
_orgContext.Execute(assignRequest);
Console.WriteLine("Changing ownership of contact record.");
// Create a new price list called Retail Price List.
var priceList = new PriceLevel()
{
Name = "Retail Price List",
BeginDate = DateTime.Now,
EndDate = DateTime.Now,
Description = "Contoso's primary pricelist.",
Id = Guid.NewGuid()
};
_priceLevelId = priceList.Id;
_orgContext.AddObject(priceList);
Console.Write("Instantiating price list ");
// Create a new product called Widget A.
var newProduct = new Product()
{
Name = "Widget A",
Description = "Industrial widget for hi-tech industries",
ProductStructure = new OptionSetValue(1), // 1 = Product
QuantityOnHand = 2,
ProductNumber = "WIDG-A",
Price = new Money(decimal.Parse("12.50")),
QuantityDecimal = 2, // Sets the Decimals Supported value
Id = Guid.NewGuid(),
DefaultUoMScheduleId = new EntityReference(
UoMSchedule.EntityLogicalName,
_orgContext.CreateQuery <UoMSchedule>().First().Id),
DefaultUoMId = new EntityReference(
UoM.EntityLogicalName,
_orgContext.CreateQuery <UoM>().First().Id)
};
_productId = newProduct.Id;
_orgContext.AddObject(newProduct);
Console.WriteLine("and product.");
SaveChangesHelper(priceList, newProduct);
// Add Widget A to the Retail Price List.
var priceLevelProduct = new ProductPriceLevel()
{
ProductId = newProduct.ToEntityReference(),
UoMId = newProduct.DefaultUoMId,
Amount = new Money(decimal.Parse("12.50")),
PriceLevelId = priceList.ToEntityReference(),
Id = Guid.NewGuid()
};
_productPriceLevelId = priceLevelProduct.Id;
_orgContext.AddObject(priceLevelProduct);
Console.Write("Associating product to price list, ");
// Publish the product
SetStateRequest publishRequest = new SetStateRequest
{
EntityMoniker = newProduct.ToEntityReference(),
State = new OptionSetValue((int)ProductState.Active),
Status = new OptionSetValue(1)
};
_serviceProxy.Execute(publishRequest);
Console.WriteLine("and publishing the product.");
// Create a new quote for Contoso.
var newQuote = new Quote()
{
Name = "Quotation for Contoso",
// Sets the pricelist to the one we've just created
PriceLevelId = priceList.ToEntityReference(),
Id = Guid.NewGuid(),
CustomerId = account.ToEntityReference()
};
_quoteId = newQuote.Id;
_orgContext.AddObject(newQuote);
_orgContext.Attach(account);
_orgContext.AddLink(
newQuote,
new Relationship("quote_customer_accounts"),
account);
Console.Write("Instantiating a quote, ");
// Add a quote product to this quote.
var quoteProduct = new QuoteDetail()
{
ProductId = newProduct.ToEntityReference(),
Quantity = 1,
QuoteId = newQuote.ToEntityReference(),
UoMId = newProduct.DefaultUoMId,
Id = Guid.NewGuid()
};
_quoteDetailId = quoteProduct.Id;
_orgContext.AddObject(quoteProduct);
Console.WriteLine("and adding product to quote.");
// Create a sales opportunity with Contoso.
var oppty = new Opportunity()
{
Name = "Interested in Widget A",
EstimatedCloseDate = DateTime.Now.AddDays(30.0),
EstimatedValue = new Money(decimal.Parse("300000.00")),
CloseProbability = 25, // 25% probability of closing this deal
IsRevenueSystemCalculated = false, // user-calculated revenue
OpportunityRatingCode = new OptionSetValue(2), // warm
CustomerId = account.ToEntityReference(),
Id = Guid.NewGuid()
};
_opportunityId = oppty.Id;
_orgContext.AddObject(oppty);
Console.Write("Instantiating opportunity, ");
//_orgContext.AddLink(
// oppty,
// new Relationship("opportunity_customer_accounts"),
// account);
SaveChangesHelper(priceList, newQuote, newProduct, priceLevelProduct,
quoteProduct, oppty, account);
Console.WriteLine("and creating all records in CRM.");
// Associate quote to contact, which adds the Contact record in the
// "Other Contacts" section of a Quote record.
_orgContext.Attach(contact);
_orgContext.Attach(newQuote);
_orgContext.AddLink(
contact,
new Relationship("contactquotes_association"),
newQuote);
SaveChangesHelper(contact, newQuote);
Console.WriteLine("Associating contact and quote.");
// Create a case for Mary Kay Andersen.
var serviceRequest = new Incident()
{
Title = "Problem with Widget B",
PriorityCode = new OptionSetValue(1), // 1 = High
CaseOriginCode = new OptionSetValue(1), // 1 = Phone
CaseTypeCode = new OptionSetValue(2), // 2 = Problem
SubjectId =
new EntityReference(
Subject.EntityLogicalName,
_orgContext.CreateQuery <Subject>()
.First().Id), // use the default subject
Description = "Customer can't switch the product on.",
FollowupBy = DateTime.Now.AddHours(3.0), // follow-up in 3 hours
CustomerId = contact.ToEntityReference(),
Id = Guid.NewGuid()
};
_incidentId = serviceRequest.Id;
_orgContext.AddObject(serviceRequest);
_orgContext.Attach(contact);
_orgContext.AddLink(
serviceRequest,
new Relationship("incident_customer_contacts"),
contact);
SaveChangesHelper(serviceRequest, contact);
Console.WriteLine("Creating service case for contact.");
// Deactivate the Mary Kay Andersen contact record.
SetStateRequest setInactiveRequest = new SetStateRequest
{
EntityMoniker = contact.ToEntityReference(),
State = new OptionSetValue((int)ContactState.Inactive),
Status = new OptionSetValue(2)
};
_orgContext.Execute(setInactiveRequest);
Console.WriteLine("Deactivating the contact record.");
DeleteRequiredRecords(promptforDelete);
}
//</snippetBasicContextExamples1>
}
// 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>
/// 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 PhoneCall record and supporting account
Account account = new Account
{
Name = "Margie's Travel",
Address1_PostalCode = "99999"
};
_accountId = (_serviceProxy.Create(account));
account.Id = _accountId;
// Create Guids for PhoneCalls
_phoneCallId = Guid.NewGuid();
_phoneCall2Id = Guid.NewGuid();
// Create ActivityPartys for the phone calls' "From" field.
ActivityParty activityParty = new ActivityParty()
{
PartyId = account.ToEntityReference(),
ActivityId = new EntityReference
{
Id = _phoneCallId,
LogicalName = PhoneCall.EntityLogicalName,
},
ParticipationTypeMask = new OptionSetValue(9),
};
ActivityParty activityPartyClosed = new ActivityParty()
{
PartyId = account.ToEntityReference(),
ActivityId = new EntityReference
{
Id = _phoneCall2Id,
LogicalName = PhoneCall.EntityLogicalName,
},
ParticipationTypeMask = new OptionSetValue(9)
};
// Create an open phone call.
PhoneCall phoneCall = new PhoneCall()
{
Id = _phoneCallId,
Subject = "Sample Phone Call",
DirectionCode = false,
To = new ActivityParty[] { activityParty },
OwnerId = new EntityReference("systemuser", _salesRepresentativeIds[0]),
ActualEnd = DateTime.Now
};
_serviceProxy.Create(phoneCall);
// Close the first phone call.
SetStateRequest closePhoneCall = new SetStateRequest()
{
EntityMoniker = phoneCall.ToEntityReference(),
State = new OptionSetValue(1),
Status = new OptionSetValue(4)
};
_serviceProxy.Execute(closePhoneCall);
// Create a second phone call.
phoneCall = new PhoneCall()
{
Id = _phoneCall2Id,
Subject = "Sample Phone Call 2",
DirectionCode = true,
To = new ActivityParty[] { activityParty },
OwnerId = new EntityReference("systemuser", _salesRepresentativeIds[1]),
ActualEnd = DateTime.Now
};
_serviceProxy.Create(phoneCall);
// Close the second phone call.
closePhoneCall = new SetStateRequest()
{
EntityMoniker = phoneCall.ToEntityReference(),
State = new OptionSetValue(1),
Status = new OptionSetValue(4)
};
_serviceProxy.Execute(closePhoneCall);
#endregion
}
/// <summary>
/// This method first connects to the Organization service and creates the
/// OrganizationServiceContext. Then, several entity creation and relationship
/// 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
{
//<snippetBasicContextExamples1>
// 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();
_service = (IOrganizationService)_serviceProxy;
CreateRequiredRecords();
// The OrganizationServiceContext is an object that wraps the service
// proxy and allows creating/updating multiple records simultaneously.
_orgContext = new OrganizationServiceContext(_service);
// Create a new contact called Mary Kay Andersen.
var contact = new Contact()
{
FirstName = "Mary Kay",
LastName = "Andersen",
Address1_Line1 = "23 Market St.",
Address1_City = "Sammamish",
Address1_StateOrProvince = "MT",
Address1_PostalCode = "99999",
Telephone1 = "12345678",
EMailAddress1 = "*****@*****.**",
Id = Guid.NewGuid()
};
_contactId = contact.Id;
_orgContext.AddObject(contact);
Console.Write("Instantiating contact, ");
// Create an account called Contoso.
var account = new Account()
{
Name = "Contoso",
Address1_City = "Redmond",
// set the account category to 'Preferred Customer'
AccountCategoryCode = new OptionSetValue(1),
LastUsedInCampaign = DateTime.Now,
MarketCap = new Money(120000),
DoNotEMail = true,
Description = "Contoso is a fictional company!",
Id = Guid.NewGuid(),
};
_accountId = account.Id;
Console.Write("instantiating account, ");
// Set Mary Kay Andersen as the primary contact
_orgContext.AddRelatedObject(
contact,
new Relationship("account_primary_contact"),
account);
SaveChangesHelper(contact, account);
Console.WriteLine("and creating both records in CRM.");
// Remove the primary contact value from Mary Kay Andersen
_orgContext.Attach(contact);
_orgContext.DeleteLink(
contact,
new Relationship("account_primary_contact"),
account);
SaveChangesHelper(contact, account);
Console.Write("Removing primary contact status, ");
// Add Mary Kay Andersen to the contact list for the account Contoso.
_orgContext.Attach(account);
_orgContext.Attach(contact);
_orgContext.AddLink(
account,
new Relationship("contact_customer_accounts"),
contact);
SaveChangesHelper(contact, account);
Console.WriteLine("and adding contact to account's contact list.");
// Add a note with a document attachment to the contact's record.
var attachment = File.OpenRead("sample.txt");
var data = new byte[attachment.Length];
attachment.Read(data, 0, (int)attachment.Length);
var note = new Annotation()
{
Subject = "Note subject...",
NoteText = "Note Details....",
DocumentBody = Convert.ToBase64String(data),
FileName = Path.GetFileName(attachment.Name),
MimeType = "text/plain",
Id = Guid.NewGuid(),
// Associate the note to the contact.
ObjectId = contact.ToEntityReference(),
ObjectTypeCode = Contact.EntityLogicalName
};
_annotationId = note.Id;
Console.Write("Instantiating a note, ");
_orgContext.AddObject(note);
_orgContext.Attach(contact);
// Set the contact as the Regarding attribute of the note.
_orgContext.AddLink(
contact,
new Relationship("Contact_Annotation"),
note);
SaveChangesHelper(note, contact);
Console.WriteLine("creating the note in CRM and linking to contact.");
// Change the owning user of the contact Mary Kay Andersen
// Find a user with an email address of "*****@*****.**"
var newOwner = (from u in _orgContext.CreateQuery<SystemUser>()
where u.InternalEMailAddress == "*****@*****.**"
select u).Single();
AssignRequest assignRequest = new AssignRequest()
{
Target = contact.ToEntityReference(),
Assignee = newOwner.ToEntityReference()
};
_orgContext.Execute(assignRequest);
Console.WriteLine("Changing ownership of contact record.");
// Create a new price list called Retail Price List.
var priceList = new PriceLevel()
{
Name = "Retail Price List",
BeginDate = DateTime.Now,
EndDate = DateTime.Now,
Description = "Contoso's primary pricelist.",
Id = Guid.NewGuid()
};
_priceLevelId = priceList.Id;
_orgContext.AddObject(priceList);
Console.Write("Instantiating price list ");
// Create a new product called Widget A.
var newProduct = new Product()
{
Name = "Widget A",
Description = "Industrial widget for hi-tech industries",
ProductStructure = new OptionSetValue(1), // 1 = Product
QuantityOnHand = 2,
ProductNumber = "WIDG-A",
Price = new Money(decimal.Parse("12.50")),
QuantityDecimal = 2, // Sets the Decimals Supported value
Id = Guid.NewGuid(),
DefaultUoMScheduleId = new EntityReference(
UoMSchedule.EntityLogicalName,
_orgContext.CreateQuery<UoMSchedule>().First().Id),
DefaultUoMId = new EntityReference(
UoM.EntityLogicalName,
_orgContext.CreateQuery<UoM>().First().Id)
};
_productId = newProduct.Id;
_orgContext.AddObject(newProduct);
Console.WriteLine("and product.");
SaveChangesHelper(priceList, newProduct);
// Add Widget A to the Retail Price List.
var priceLevelProduct = new ProductPriceLevel()
{
ProductId = newProduct.ToEntityReference(),
UoMId = newProduct.DefaultUoMId,
Amount = new Money(decimal.Parse("12.50")),
PriceLevelId = priceList.ToEntityReference(),
Id = Guid.NewGuid()
};
_productPriceLevelId = priceLevelProduct.Id;
_orgContext.AddObject(priceLevelProduct);
Console.Write("Associating product to price list, ");
// Publish the product
SetStateRequest publishRequest = new SetStateRequest
{
EntityMoniker = newProduct.ToEntityReference(),
State = new OptionSetValue((int)ProductState.Active),
Status = new OptionSetValue(1)
};
_serviceProxy.Execute(publishRequest);
Console.WriteLine("and publishing the product.");
// Create a new quote for Contoso.
var newQuote = new Quote()
{
Name = "Quotation for Contoso",
// Sets the pricelist to the one we've just created
PriceLevelId = priceList.ToEntityReference(),
Id = Guid.NewGuid(),
CustomerId = account.ToEntityReference()
};
_quoteId = newQuote.Id;
_orgContext.AddObject(newQuote);
_orgContext.Attach(account);
_orgContext.AddLink(
newQuote,
new Relationship("quote_customer_accounts"),
account);
Console.Write("Instantiating a quote, ");
// Add a quote product to this quote.
var quoteProduct = new QuoteDetail()
{
ProductId = newProduct.ToEntityReference(),
Quantity = 1,
QuoteId = newQuote.ToEntityReference(),
UoMId = newProduct.DefaultUoMId,
Id = Guid.NewGuid()
};
_quoteDetailId = quoteProduct.Id;
_orgContext.AddObject(quoteProduct);
Console.WriteLine("and adding product to quote.");
// Create a sales opportunity with Contoso.
var oppty = new Opportunity()
{
Name = "Interested in Widget A",
EstimatedCloseDate = DateTime.Now.AddDays(30.0),
EstimatedValue = new Money(decimal.Parse("300000.00")),
CloseProbability = 25, // 25% probability of closing this deal
IsRevenueSystemCalculated = false, // user-calculated revenue
OpportunityRatingCode = new OptionSetValue(2), // warm
CustomerId = account.ToEntityReference(),
Id = Guid.NewGuid()
};
_opportunityId = oppty.Id;
_orgContext.AddObject(oppty);
Console.Write("Instantiating opportunity, ");
//_orgContext.AddLink(
// oppty,
// new Relationship("opportunity_customer_accounts"),
// account);
SaveChangesHelper(priceList, newQuote, newProduct, priceLevelProduct,
quoteProduct, oppty, account);
Console.WriteLine("and creating all records in CRM.");
// Associate quote to contact, which adds the Contact record in the
// "Other Contacts" section of a Quote record.
_orgContext.Attach(contact);
_orgContext.Attach(newQuote);
_orgContext.AddLink(
contact,
new Relationship("contactquotes_association"),
newQuote);
SaveChangesHelper(contact, newQuote);
Console.WriteLine("Associating contact and quote.");
// Create a case for Mary Kay Andersen.
var serviceRequest = new Incident()
{
Title = "Problem with Widget B",
PriorityCode = new OptionSetValue(1), // 1 = High
CaseOriginCode = new OptionSetValue(1), // 1 = Phone
CaseTypeCode = new OptionSetValue(2), // 2 = Problem
SubjectId =
new EntityReference(
Subject.EntityLogicalName,
_orgContext.CreateQuery<Subject>()
.First().Id), // use the default subject
Description = "Customer can't switch the product on.",
FollowupBy = DateTime.Now.AddHours(3.0), // follow-up in 3 hours
CustomerId = contact.ToEntityReference(),
Id = Guid.NewGuid()
};
_incidentId = serviceRequest.Id;
_orgContext.AddObject(serviceRequest);
_orgContext.Attach(contact);
_orgContext.AddLink(
serviceRequest,
new Relationship("incident_customer_contacts"),
contact);
SaveChangesHelper(serviceRequest, contact);
Console.WriteLine("Creating service case for contact.");
// Deactivate the Mary Kay Andersen contact record.
SetStateRequest setInactiveRequest = new SetStateRequest
{
EntityMoniker = contact.ToEntityReference(),
State = new OptionSetValue((int)ContactState.Inactive),
Status = new OptionSetValue(2)
};
_orgContext.Execute(setInactiveRequest);
Console.WriteLine("Deactivating the contact record.");
DeleteRequiredRecords(promptforDelete);
}
//</snippetBasicContextExamples1>
}
// 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;
}
}
