/// <summary>
/// Run the sample.
/// </summary>
/// <param name="serverConfig">configuration for the server.</param>
/// <param name="promptToDelete">
/// whether or not to prompt the user to delete created records.
/// </param>
public void Run(ServerConnection.Configuration serverConfig, bool promptToDelete)
{
using (_serviceProxy = ServerConnection.GetOrganizationProxy(serverConfig))
{
using (_context = new AdventureWorksCycleServiceContext(_serviceProxy))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
// This statments checks whether Standard Email templates are present
var emailTemplateId = (
from emailTemplate in _context.TemplateSet
where emailTemplate.Title == "Contact Reconnect"
select emailTemplate.Id
).FirstOrDefault();
if (emailTemplateId != Guid.Empty)
{
CreateRequiredRecords();
// Perform the bulk delete. If you want to perform a recurring delete
// operation, then leave this as it is. Otherwise, pass in false as the
// first parameter.
PerformBulkDelete(true, promptToDelete);
}
else
{
throw new ArgumentException("Standard Email Templates are missing");
}
}
}
}
/// <summary>
/// This method first creates 3 users, a team, 4 leads and a business unit.
/// It assigns two users to the team, and gives each user and the team a lead.
/// Then it reassigns all the leads from one of the users to another user using
/// the ReassignObjectsSystemUserRequest. Next, it reassigns all the leads from
/// the team to a user using the ReassignObjectsOwnerRequest. Third, it reassigns
/// one user from the root business unit to the created business unit, using the
/// SetBusinessSystemUserRequest message. Fourth, it reassigns all users from
/// the created business unit to the root business unit and deletes the created
/// business unit. Finally, it removes all users from the created team and
/// deletes the team.
/// </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
{
//<snippetReassignBusinessUnitMembers1>
// Connect to the Organization service.
// The using statement assures that the service proxy will be properly
// disposed.
using (_serviceProxy = ServerConnection.GetOrganizationProxy(serverConfig))
// Using the ServiceContext class provides access to the LINQ provider
using (_context = new AdventureWorksCycleServiceContext(_serviceProxy))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
CreateRequiredRecords();
Console.WriteLine();
PrintLeads();
var users = from user in _context.SystemUserSet
select new { user.FullName, user.Id };
Dictionary <Guid, String> userMapping = new Dictionary <Guid, String>();
foreach (var user in users)
{
userMapping.Add(user.Id, user.FullName);
}
#region ReassignObjectsSystemUserRequest
// create the request
ReassignObjectsSystemUserRequest reassignRequest =
new ReassignObjectsSystemUserRequest()
{
ReassignPrincipal =
new EntityReference(SystemUser.EntityLogicalName, _users[1]),
UserId = _users[2]
};
// execute the request
Console.WriteLine();
Console.WriteLine(
" Reassigning leads from {0} to {1}",
userMapping[_users[2]],
userMapping[_users[1]]);
_serviceProxy.Execute(reassignRequest);
// check results
PrintLeads();
#endregion
#region ReassignObjectsOwnerRequest
// create the request
ReassignObjectsOwnerRequest request =
new ReassignObjectsOwnerRequest()
{
FromPrincipal = _team.ToEntityReference(),
ToPrincipal =
new EntityReference(SystemUser.EntityLogicalName, _users[0])
};
// execute the request
Console.WriteLine();
Console.WriteLine(
" Reassigning leads from {0} to {1}",
_team.Name, userMapping[_users[0]]);
_serviceProxy.Execute(request);
// check results
PrintLeads();
#endregion
#region reassign business unit members
Console.WriteLine();
Console.WriteLine(" Adding a user to the created business unit");
// track what permissions the user had before reassigning to the new
// business unit so that the permissions can be restored when the
// user is assigned back to the business unit
_originalRolesIds = new List <Guid>();
var roleIds = from user in _context.SystemUserSet
join systemuserrole in _context.SystemUserRolesSet
on user.SystemUserId equals systemuserrole.SystemUserId
join role in _context.RoleSet
on systemuserrole.RoleId equals role.RoleId
where user.SystemUserId.Value == _users[2]
select role.RoleId.Value;
foreach (var roleId in roleIds)
{
_originalRolesIds.Add(roleId);
}
// add user to the created business unit
_serviceProxy.Execute(new SetBusinessSystemUserRequest()
{
BusinessId = _buisnessUnit.Id,
ReassignPrincipal = new EntityReference(
SystemUser.EntityLogicalName,
_users[2]),
UserId = _users[2]
});
#endregion
#region delete business unit
Console.WriteLine();
Console.WriteLine(" Deleting created business unit");
// remove all users from the business unit, moving them back to the
// parent business unit
_serviceProxy.Execute(new SetBusinessSystemUserRequest()
{
BusinessId = _rootBusinessUnit.Id,
ReassignPrincipal = new EntityReference(
SystemUser.EntityLogicalName, _users[2]),
UserId = _users[2]
});
// give the user back their original security roles
foreach (var roleId in roleIds)
{
_serviceProxy.Associate(
SystemUser.EntityLogicalName,
_users[2],
new Relationship("systemuserroles_association"),
new EntityReferenceCollection()
{
new EntityReference(
Role.EntityLogicalName,
roleId
)
}
);
}
// deactivate business unit before deleting it
_serviceProxy.Execute(new SetStateRequest()
{
EntityMoniker = _buisnessUnit.ToEntityReference(),
// mark the state as inactive (value 1)
State = new OptionSetValue(1),
Status = new OptionSetValue(-1)
});
// delete business unit
_serviceProxy.Delete(BusinessUnit.EntityLogicalName,
_buisnessUnit.Id);
#endregion
#region remove users from team
var teamMembers = from team in _context.TeamSet
join membership in _context.TeamMembershipSet
on team.TeamId equals membership.TeamId
where team.TeamId == _team.Id
select membership.SystemUserId.Value;
_serviceProxy.Execute(new RemoveMembersTeamRequest()
{
MemberIds = teamMembers.ToArray(),
TeamId = _team.Id
});
#endregion
#region delete team
Console.WriteLine();
Console.WriteLine(" Deleting the team");
// Delete the team
_serviceProxy.Delete(Team.EntityLogicalName, _team.Id);
#endregion
DeleteRequiredRecords(promptforDelete);
}
//</snippetReassignBusinessUnitMembers1>
}
// 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;
}
}