/// <summary>
/// This method creates any entity records that this sample requires.
/// Creates the email activity.
/// </summary>
public static void CreateRequiredRecords(CrmServiceClient service)
{
// TODO Create entity records
// Create a Connection Role for account and contact
var Categories = new
{
Business = 1,
Family = 2,
Social = 3,
Sales = 4,
Other = 5
};
ConnectionRole newConnectionRole = new ConnectionRole
{
Name = "Example Connection Role",
Category = new OptionSetValue(Categories.Business)
};
_connectionRoleId = _serviceProxy.Create(newConnectionRole);
Console.WriteLine("Created {0}.", newConnectionRole.Name);
// Create a related Connection Role Object Type Code record for Account
ConnectionRoleObjectTypeCode newAccountConnectionRoleTypeCode
= new ConnectionRoleObjectTypeCode
{
ConnectionRoleId = new EntityReference(
ConnectionRole.EntityLogicalName, _connectionRoleId),
AssociatedObjectTypeCode = Account.EntityLogicalName
};
_serviceProxy.Create(newAccountConnectionRoleTypeCode);
Console.WriteLine(
"Created a related Connection Role Object Type Code record for Account.");
// Create a related Connection Role Object Type Code record for Contact
ConnectionRoleObjectTypeCode newContactConnectionRoleTypeCode
= new ConnectionRoleObjectTypeCode
{
ConnectionRoleId = new EntityReference(
ConnectionRole.EntityLogicalName, _connectionRoleId),
AssociatedObjectTypeCode = Contact.EntityLogicalName
};
_serviceProxy.Create(newContactConnectionRoleTypeCode);
Console.WriteLine("Created a related Connection Role Object Type Code record for Contact.");
}
/// <summary>
/// This method creates any entity records that this sample requires.
/// Create a new connectionrole instance.
/// Create related Connection Role Object Type Code records
/// for the account and the contact entities.
/// </summary>
public void CreateRequiredRecords()
{
// Create a Connection Role for account and contact
ConnectionRole newConnectionRole = new ConnectionRole
{
Name = "Example Connection Role",
Category = new OptionSetValue((int)connectionrole_category.Business)
};
_connectionRoleId = _serviceProxy.Create(newConnectionRole);
Console.WriteLine("Created {0}.", newConnectionRole.Name);
// Create a related Connection Role Object Type Code record for Account
ConnectionRoleObjectTypeCode newAccountConnectionRoleTypeCode
= new ConnectionRoleObjectTypeCode
{
ConnectionRoleId = new EntityReference(
ConnectionRole.EntityLogicalName, _connectionRoleId),
AssociatedObjectTypeCode = Account.EntityLogicalName
};
_serviceProxy.Create(newAccountConnectionRoleTypeCode);
Console.WriteLine(
"Created a related Connection Role Object Type Code record for Account."
);
// Create a related Connection Role Object Type Code record for Contact
ConnectionRoleObjectTypeCode newContactConnectionRoleTypeCode
= new ConnectionRoleObjectTypeCode
{
ConnectionRoleId = new EntityReference(
ConnectionRole.EntityLogicalName, _connectionRoleId),
AssociatedObjectTypeCode = Contact.EntityLogicalName
};
_serviceProxy.Create(newContactConnectionRoleTypeCode);
Console.WriteLine(
"Created a related Connection Role Object Type Code record for Contact."
);
// Associate the connection role with itself.
AssociateRequest associateConnectionRoles = new AssociateRequest
{
Target = new EntityReference(ConnectionRole.EntityLogicalName,
_connectionRoleId),
RelatedEntities = new EntityReferenceCollection()
{
new EntityReference(ConnectionRole.EntityLogicalName,
_connectionRoleId)
},
// The name of the relationship connection role association
// relationship in MS CRM.
Relationship = new Relationship()
{
PrimaryEntityRole = EntityRole.Referencing, // Referencing or Referenced based on N:1 or 1:N reflexive relationship.
SchemaName = "connectionroleassociation_association"
}
};
_serviceProxy.Execute(associateConnectionRoles);
Console.WriteLine("Associated the connection role with itself.");
// Create an Account
Account setupAccount = new Account {
Name = "Example Account"
};
_accountId = _serviceProxy.Create(setupAccount);
Console.WriteLine("Created {0}.", setupAccount.Name);
// Create a Contact
Contact setupContact = new Contact {
LastName = "Example Contact"
};
_contactId = _serviceProxy.Create(setupContact);
Console.WriteLine("Created {0}.", setupContact.LastName);
return;
}
/// <summary>
/// Create and configure the organization service proxy.
/// Create a new connectionrole instance and set the object type.
/// Optionally delete any entity records that were created for this sample.
/// </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();
//<snippetCreateConnectionRole1>
// Define some anonymous types to define the range
// of possible connection property values.
var Categories = new
{
Business = 1,
Family = 2,
Social = 3,
Sales = 4,
Other = 5
};
// Create a Connection Role for account and contact
ConnectionRole newConnectionRole = new ConnectionRole
{
Name = "Example Connection Role",
Category = new OptionSetValue(Categories.Business)
};
_connectionRoleId = _serviceProxy.Create(newConnectionRole);
Console.WriteLine("Created {0}.", newConnectionRole.Name);
// Create a related Connection Role Object Type Code record for Account
ConnectionRoleObjectTypeCode newAccountConnectionRoleTypeCode
= new ConnectionRoleObjectTypeCode
{
ConnectionRoleId = new EntityReference(
ConnectionRole.EntityLogicalName, _connectionRoleId),
AssociatedObjectTypeCode = Account.EntityLogicalName
};
_serviceProxy.Create(newAccountConnectionRoleTypeCode);
Console.WriteLine(
"Created a related Connection Role Object Type Code record for Account.");
// Create a related Connection Role Object Type Code record for Contact
ConnectionRoleObjectTypeCode newContactConnectionRoleTypeCode
= new ConnectionRoleObjectTypeCode
{
ConnectionRoleId = new EntityReference(
ConnectionRole.EntityLogicalName, _connectionRoleId),
AssociatedObjectTypeCode = Contact.EntityLogicalName
};
_serviceProxy.Create(newContactConnectionRoleTypeCode);
Console.WriteLine(
"Created a related Connection Role Object Type Code record for Contact.");
//</snippetCreateConnectionRole1>
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;
}
}
[STAThread] // Added to support UX
static void Main(string[] args)
{
CrmServiceClient service = null;
try
{
service = SampleHelpers.Connect("Connect");
if (service.IsReady)
{
#region Sample Code
//////////////////////////////////////////////
#region Set up
SetUpSample(service);
#endregion Set up
#region Demonstrate
// Define some anonymous types to define the range
// of possible connection property values.
var Categories = new
{
Business = 1,
Family = 2,
Social = 3,
Sales = 4,
Other = 5
};
// Create a Connection Role.
ConnectionRole setupConnectionRole = new ConnectionRole
{
Name = "Example Connection Role",
Category = new OptionSetValue(Categories.Business),
};
_connectionRoleId = service.Create(setupConnectionRole);
setupConnectionRole.Id = _connectionRoleId;
Console.WriteLine("Created {0}.", setupConnectionRole.Name);
// Query for all Connection Roles.
QueryExpression allQuery = new QueryExpression
{
EntityName = ConnectionRole.EntityLogicalName,
ColumnSet = new ColumnSet("connectionroleid", "name"),
Distinct = true,
LinkEntities =
{
new LinkEntity
{
LinkToEntityName =
ConnectionRoleObjectTypeCode.EntityLogicalName,
LinkToAttributeName = "connectionroleid",
LinkFromEntityName = ConnectionRole.EntityLogicalName,
LinkFromAttributeName = "connectionroleid",
LinkCriteria = new FilterExpression
{
FilterOperator = LogicalOperator.And,
// Set a condition to only get connection roles
// related to all entities (object type code = 0).
Conditions =
{
new ConditionExpression
{
AttributeName = "associatedobjecttypecode",
Operator = ConditionOperator.Equal,
Values = { 0 }
}
}
}
}
}
};
EntityCollection results = service.RetrieveMultiple(allQuery);
// Here you could perform operations on all of
// the connectionroles found by the query.
Console.WriteLine("Retrieved {0} unassociated connectionrole instance(s).",
results.Entities.Count);
// Query to find roles which apply only to accounts.
QueryExpression accountQuery = new QueryExpression
{
EntityName = ConnectionRole.EntityLogicalName,
ColumnSet = new ColumnSet("connectionroleid", "name"),
Distinct = true,
LinkEntities =
{
new LinkEntity
{
LinkToEntityName =
ConnectionRoleObjectTypeCode.EntityLogicalName,
LinkToAttributeName = "connectionroleid",
LinkFromEntityName = ConnectionRole.EntityLogicalName,
LinkFromAttributeName = "connectionroleid",
LinkCriteria = new FilterExpression
{
FilterOperator = LogicalOperator.And,
// Set a condition to only get connection roles
// related to accounts (object type code = 1).
Conditions =
{
new ConditionExpression
{
AttributeName = "associatedobjecttypecode",
Operator = ConditionOperator.In,
Values = { Account.EntityLogicalName }
}
}
}
}
}
};
results = service.RetrieveMultiple(accountQuery);
Console.WriteLine("Retrieved {0} account-only connectionrole instance(s).",
results.Entities.Count);
// Create a related Connection Role Object Type Code record for
// Account.
ConnectionRoleObjectTypeCode setupAccountConnectionRoleTypeCode
= new ConnectionRoleObjectTypeCode
{
ConnectionRoleId = new EntityReference(
ConnectionRole.EntityLogicalName, _connectionRoleId),
AssociatedObjectTypeCode = Account.EntityLogicalName
};
setupAccountConnectionRoleTypeCode.Id =
service.Create(setupAccountConnectionRoleTypeCode);
Console.Write("Created a related Connection Role Object Type Code");
Console.Write(" record for Account.");
// Run the query to find unassociated connectionroles again.
results = service.RetrieveMultiple(allQuery);
Console.WriteLine(@"Retrieved {0} unassociated connectionrole instance(s).",
results.Entities.Count);
// Run the account-only query again.
results = service.RetrieveMultiple(accountQuery);
Console.WriteLine("Retrieved {0} account-only connectionrole instance(s).",
results.Entities.Count);
// Remove the link from account entity.
service.Delete(ConnectionRoleObjectTypeCode.EntityLogicalName,
setupAccountConnectionRoleTypeCode.Id);
Console.WriteLine("Removed link from connectionrole to account entity.");
// Run the query to find unassociated connectionroles again.
results = service.RetrieveMultiple(allQuery);
Console.WriteLine("Retrieved {0} unassociated connectionrole instance(s).",
results.Entities.Count);
// Run the account-only query again.
results = service.RetrieveMultiple(accountQuery);
Console.WriteLine("Retrieved {0} account-only connectionrole instance(s).",
results.Entities.Count);
#region Clean up
CleanUpSample(service);
#endregion Clean up
}
#endregion Demonstrate
else
{
const string UNABLE_TO_LOGIN_ERROR = "Unable to Login to Common Data Service";
if (service.LastCrmError.Equals(UNABLE_TO_LOGIN_ERROR))
{
Console.WriteLine("Check the connection string values in cds/App.config.");
throw new Exception(service.LastCrmError);
}
else
{
throw service.LastCrmException;
}
}
}
#endregion Sample Code
catch (Exception ex)
{
SampleHelpers.HandleException(ex);
}
finally
{
if (service != null)
{
service.Dispose();
}
Console.WriteLine("Press <Enter> to exit.");
Console.ReadLine();
}
}
/// <summary>
/// Create and configure the organization service proxy.
/// Create the connection role instances.
/// Associate the connection roles.
/// Optionally delete any entity records that were created for this sample.
/// </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();
// Create the Connection Role 1
ConnectionRole newConnectionRole1 = new ConnectionRole
{
Name = "Example Connection Role 1",
Category = new OptionSetValue((int)connectionrole_category.Business),
};
_connectionRole1Id = _serviceProxy.Create(newConnectionRole1);
Console.WriteLine("Created {0}.", newConnectionRole1.Name);
// Create a related Connection Role Object Type Code record for Account
ConnectionRoleObjectTypeCode newAccountConnectionRole1TypeCode
= new ConnectionRoleObjectTypeCode
{
ConnectionRoleId = new EntityReference(
ConnectionRole.EntityLogicalName, _connectionRole1Id),
AssociatedObjectTypeCode = Account.EntityLogicalName
};
_serviceProxy.Create(newAccountConnectionRole1TypeCode);
Console.WriteLine(
"Created a related Connection Role 1 Object Type Code record for Account."
);
// Create a related Connection Role Object Type Code record for Contact
ConnectionRoleObjectTypeCode newContactConnectionRole1TypeCode
= new ConnectionRoleObjectTypeCode
{
ConnectionRoleId = new EntityReference(
ConnectionRole.EntityLogicalName, _connectionRole1Id),
AssociatedObjectTypeCode = Contact.EntityLogicalName
};
_serviceProxy.Create(newContactConnectionRole1TypeCode);
Console.WriteLine(
"Created a related Connection Role 1 Object Type Code record for Contact."
);
// Create the Connection Role 2
ConnectionRole newConnectionRole2 = new ConnectionRole
{
Name = "Example Connection Role 2",
Category = new OptionSetValue((int)connectionrole_category.Business),
};
_connectionRole2Id = _serviceProxy.Create(newConnectionRole2);
Console.WriteLine("Created {0}.", newConnectionRole2.Name);
// Create a related Connection Role 2 Object Type Code record for Account
ConnectionRoleObjectTypeCode newAccountConnectionRole2TypeCode
= new ConnectionRoleObjectTypeCode
{
ConnectionRoleId = new EntityReference(
ConnectionRole.EntityLogicalName, _connectionRole2Id),
AssociatedObjectTypeCode = Account.EntityLogicalName
};
_serviceProxy.Create(newAccountConnectionRole2TypeCode);
Console.WriteLine(
"Created a related Connection Role 2 Object Type Code record for Account."
);
// Create a related Connection Role 2 Object Type Code record for Contact
ConnectionRoleObjectTypeCode newContactConnectionRole2TypeCode
= new ConnectionRoleObjectTypeCode
{
ConnectionRoleId = new EntityReference(
ConnectionRole.EntityLogicalName, _connectionRole2Id),
AssociatedObjectTypeCode = Contact.EntityLogicalName
};
_serviceProxy.Create(newContactConnectionRole2TypeCode);
Console.WriteLine(
"Created a related Connection Role 2 Object Type Code record for Contact."
);
//<snippetAssociateReciprocalConnectionRoles>
// Associate the connection roles
AssociateRequest associateConnectionRoles = new AssociateRequest
{
Target = new EntityReference(ConnectionRole.EntityLogicalName,
_connectionRole1Id),
RelatedEntities = new EntityReferenceCollection()
{
new EntityReference(ConnectionRole.EntityLogicalName,
_connectionRole2Id)
},
// The name of the relationship connection role association
// relationship in MS CRM
Relationship = new Relationship()
{
PrimaryEntityRole = EntityRole.Referencing, // Referencing or Referenced based on N:1 or 1:N reflexive relationship.
SchemaName = "connectionroleassociation_association"
}
};
_serviceProxy.Execute(associateConnectionRoles);
Console.WriteLine("Associated the connection roles.");
//</snippetAssociateReciprocalConnectionRoles>
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>
/// This sample creates a role that is not linked to any entity type. All
/// connection roles that apply to all are found and shown. Then the role is
/// linked to the account entity and it is demonstrated that the role only works
/// for accounts at this point, not for all. Subsequently the link to the account
/// entity is removed and it is shown that the role is now applicable to all
/// entities again.
/// </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
{
//<snippetQueryConnectionRolesByEntityTypeCode1>
// 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();
// Define some anonymous types to define the range
// of possible connection property values.
var Categories = new
{
Business = 1,
Family = 2,
Social = 3,
Sales = 4,
Other = 5
};
// Create a Connection Role.
ConnectionRole setupConnectionRole = new ConnectionRole
{
Name = "Example Connection Role",
Category = new OptionSetValue(Categories.Business),
};
_connectionRoleId = _serviceProxy.Create(setupConnectionRole);
setupConnectionRole.Id = _connectionRoleId;
Console.WriteLine("Created {0}.", setupConnectionRole.Name);
// Query for all Connection Roles.
QueryExpression allQuery = new QueryExpression
{
EntityName = ConnectionRole.EntityLogicalName,
ColumnSet = new ColumnSet("connectionroleid", "name"),
Distinct = true,
LinkEntities =
{
new LinkEntity
{
LinkToEntityName =
ConnectionRoleObjectTypeCode.EntityLogicalName,
LinkToAttributeName = "connectionroleid",
LinkFromEntityName = ConnectionRole.EntityLogicalName,
LinkFromAttributeName = "connectionroleid",
LinkCriteria = new FilterExpression
{
FilterOperator = LogicalOperator.And,
// Set a condition to only get connection roles
// related to all entities (object type code = 0).
Conditions =
{
new ConditionExpression
{
AttributeName = "associatedobjecttypecode",
Operator = ConditionOperator.Equal,
Values = { 0 }
}
}
}
}
}
};
EntityCollection results = _serviceProxy.RetrieveMultiple(allQuery);
// Here you could perform operations on all of
// the connectionroles found by the query.
Console.WriteLine("Retrieved {0} unassociated connectionrole instance(s).",
results.Entities.Count);
// Query to find roles which apply only to accounts.
QueryExpression accountQuery = new QueryExpression
{
EntityName = ConnectionRole.EntityLogicalName,
ColumnSet = new ColumnSet("connectionroleid", "name"),
Distinct = true,
LinkEntities =
{
new LinkEntity
{
LinkToEntityName =
ConnectionRoleObjectTypeCode.EntityLogicalName,
LinkToAttributeName = "connectionroleid",
LinkFromEntityName = ConnectionRole.EntityLogicalName,
LinkFromAttributeName = "connectionroleid",
LinkCriteria = new FilterExpression
{
FilterOperator = LogicalOperator.And,
// Set a condition to only get connection roles
// related to accounts (object type code = 1).
Conditions =
{
new ConditionExpression
{
AttributeName = "associatedobjecttypecode",
Operator = ConditionOperator.In,
Values = {
Account.EntityLogicalName
}
}
}
}
}
}
};
results = _serviceProxy.RetrieveMultiple(accountQuery);
Console.WriteLine("Retrieved {0} account-only connectionrole instance(s).",
results.Entities.Count);
// Create a related Connection Role Object Type Code record for
// Account.
ConnectionRoleObjectTypeCode setupAccountConnectionRoleTypeCode
= new ConnectionRoleObjectTypeCode
{
ConnectionRoleId = new EntityReference(
ConnectionRole.EntityLogicalName, _connectionRoleId),
AssociatedObjectTypeCode = Account.EntityLogicalName
};
setupAccountConnectionRoleTypeCode.Id =
_serviceProxy.Create(setupAccountConnectionRoleTypeCode);
Console.Write("Created a related Connection Role Object Type Code");
Console.Write(" record for Account.");
// Run the query to find unassociated connectionroles again.
results = _serviceProxy.RetrieveMultiple(allQuery);
Console.WriteLine(@"Retrieved {0} unassociated connectionrole instance(s).",
results.Entities.Count);
// Run the account-only query again.
results = _serviceProxy.RetrieveMultiple(accountQuery);
Console.WriteLine("Retrieved {0} account-only connectionrole instance(s).",
results.Entities.Count);
// Remove the link from account entity.
_serviceProxy.Delete(ConnectionRoleObjectTypeCode.EntityLogicalName,
setupAccountConnectionRoleTypeCode.Id);
Console.WriteLine("Removed link from connectionrole to account entity.");
// Run the query to find unassociated connectionroles again.
results = _serviceProxy.RetrieveMultiple(allQuery);
Console.WriteLine("Retrieved {0} unassociated connectionrole instance(s).",
results.Entities.Count);
// Run the account-only query again.
results = _serviceProxy.RetrieveMultiple(accountQuery);
Console.WriteLine("Retrieved {0} account-only connectionrole instance(s).",
results.Entities.Count);
DeleteRequiredRecords(promptForDelete);
}
//</snippetQueryConnectionRolesByEntityTypeCode1>
}
// 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;
}
}
[STAThread] // Added to support UX
static void Main(string[] args)
{
CrmServiceClient service = null;
try
{
service = SampleHelpers.Connect("Connect");
if (service.IsReady)
{
#region Sample Code
#region Set up
SetUpSample(service);
#endregion Set up
#region Demonstrate
// Create the Connection Role 1
ConnectionRole newConnectionRole1 = new ConnectionRole
{
Name = "Example Connection Role 1",
Category = new OptionSetValue((int)connectionrole_category.Business),
};
_connectionRole1Id = service.Create(newConnectionRole1);
Console.WriteLine("Created {0}.", newConnectionRole1.Name);
// Create a related Connection Role Object Type Code record for Account
ConnectionRoleObjectTypeCode newAccountConnectionRole1TypeCode
= new ConnectionRoleObjectTypeCode
{
ConnectionRoleId = new EntityReference(
ConnectionRole.EntityLogicalName, _connectionRole1Id),
AssociatedObjectTypeCode = Account.EntityLogicalName
};
service.Create(newAccountConnectionRole1TypeCode);
Console.WriteLine(
"Created a related Connection Role 1 Object Type Code record for Account."
);
// Create a related Connection Role Object Type Code record for Contact
ConnectionRoleObjectTypeCode newContactConnectionRole1TypeCode
= new ConnectionRoleObjectTypeCode
{
ConnectionRoleId = new EntityReference(
ConnectionRole.EntityLogicalName, _connectionRole1Id),
AssociatedObjectTypeCode = Contact.EntityLogicalName
};
service.Create(newContactConnectionRole1TypeCode);
Console.WriteLine(
"Created a related Connection Role 1 Object Type Code record for Contact."
);
// Create the Connection Role 2
ConnectionRole newConnectionRole2 = new ConnectionRole
{
Name = "Example Connection Role 2",
Category = new OptionSetValue((int)connectionrole_category.Business),
};
_connectionRole2Id = service.Create(newConnectionRole2);
Console.WriteLine("Created {0}.", newConnectionRole2.Name);
// Create a related Connection Role 2 Object Type Code record for Account
ConnectionRoleObjectTypeCode newAccountConnectionRole2TypeCode
= new ConnectionRoleObjectTypeCode
{
ConnectionRoleId = new EntityReference(
ConnectionRole.EntityLogicalName, _connectionRole2Id),
AssociatedObjectTypeCode = Account.EntityLogicalName
};
service.Create(newAccountConnectionRole2TypeCode);
Console.WriteLine(
"Created a related Connection Role 2 Object Type Code record for Account."
);
// Create a related Connection Role 2 Object Type Code record for Contact
ConnectionRoleObjectTypeCode newContactConnectionRole2TypeCode
= new ConnectionRoleObjectTypeCode
{
ConnectionRoleId = new EntityReference(
ConnectionRole.EntityLogicalName, _connectionRole2Id),
AssociatedObjectTypeCode = Contact.EntityLogicalName
};
service.Create(newContactConnectionRole2TypeCode);
Console.WriteLine(
"Created a related Connection Role 2 Object Type Code record for Contact."
);
// Associate the connection roles
AssociateRequest associateConnectionRoles = new AssociateRequest
{
Target = new EntityReference(ConnectionRole.EntityLogicalName,
_connectionRole1Id),
RelatedEntities = new EntityReferenceCollection()
{
new EntityReference(ConnectionRole.EntityLogicalName,
_connectionRole2Id)
},
// The name of the relationship connection role association
// relationship in MS CRM
Relationship = new Relationship()
{
PrimaryEntityRole = EntityRole.Referencing, // Referencing or Referenced based on N:1 or 1:N reflexive relationship.
SchemaName = "connectionroleassociation_association"
}
};
service.Execute(associateConnectionRoles);
Console.WriteLine("Associated the connection roles.");
#region Clean up
CleanUpSample(service);
#endregion Clean up
}
#endregion Demonstrate
#endregion Sample Code
else
{
const string UNABLE_TO_LOGIN_ERROR = "Unable to Login to Microsoft Dataverse";
if (service.LastCrmError.Equals(UNABLE_TO_LOGIN_ERROR))
{
Console.WriteLine("Check the connection string values in cds/App.config.");
throw new Exception(service.LastCrmError);
}
else
{
throw service.LastCrmException;
}
}
}
catch (Exception ex)
{
SampleHelpers.HandleException(ex);
}
finally
{
if (service != null)
{
service.Dispose();
}
Console.WriteLine("Press <Enter> to exit.");
Console.ReadLine();
}
}
/// <summary>
/// This method creates any entity records that this sample requires.
/// Create a new connectionrole instance.
/// Create related Connection Role Object Type Code records
/// for the account and the contact entities.
/// </summary>
public void CreateRequiredRecords()
{
// Create a Connection Role for account and contact
ConnectionRole newConnectionRole = new ConnectionRole
{
Name = "Example Connection Role",
Category = new OptionSetValue((int)connectionrole_category.Business)
};
_connectionRoleId = _serviceProxy.Create(newConnectionRole);
Console.WriteLine("Created {0}.", newConnectionRole.Name);
// Create a related Connection Role Object Type Code record for Account
ConnectionRoleObjectTypeCode newAccountConnectionRoleTypeCode
= new ConnectionRoleObjectTypeCode
{
ConnectionRoleId = new EntityReference(
ConnectionRole.EntityLogicalName, _connectionRoleId),
AssociatedObjectTypeCode = Account.EntityLogicalName
};
_serviceProxy.Create(newAccountConnectionRoleTypeCode);
Console.WriteLine(
"Created a related Connection Role Object Type Code record for Account."
);
// Create a related Connection Role Object Type Code record for Contact
ConnectionRoleObjectTypeCode newContactConnectionRoleTypeCode
= new ConnectionRoleObjectTypeCode
{
ConnectionRoleId = new EntityReference(
ConnectionRole.EntityLogicalName, _connectionRoleId),
AssociatedObjectTypeCode = Contact.EntityLogicalName
};
_serviceProxy.Create(newContactConnectionRoleTypeCode);
Console.WriteLine(
"Created a related Connection Role Object Type Code record for Contact."
);
// Associate the connection role with itself.
AssociateRequest associateConnectionRoles = new AssociateRequest
{
Target = new EntityReference(ConnectionRole.EntityLogicalName,
_connectionRoleId),
RelatedEntities = new EntityReferenceCollection()
{
new EntityReference(ConnectionRole.EntityLogicalName,
_connectionRoleId)
},
// The name of the relationship connection role association
// relationship in MS CRM.
Relationship = new Relationship()
{
PrimaryEntityRole = EntityRole.Referencing, // Referencing or Referenced based on N:1 or 1:N reflexive relationship.
SchemaName = "connectionroleassociation_association"
}
};
_serviceProxy.Execute(associateConnectionRoles);
Console.WriteLine("Associated the connection role with itself.");
// Create an Account
Account setupAccount = new Account { Name = "Example Account" };
_accountId = _serviceProxy.Create(setupAccount);
Console.WriteLine("Created {0}.", setupAccount.Name);
// Create a Contact
Contact setupContact = new Contact { LastName = "Example Contact" };
_contactId = _serviceProxy.Create(setupContact);
Console.WriteLine("Created {0}.", setupContact.LastName);
return;
}
/// <summary>
/// Create and configure the organization service proxy.
/// Create the connection role instances.
/// Associate the connection roles.
/// Optionally delete any entity records that were created for this sample.
/// </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();
// Create the Connection Role 1
ConnectionRole newConnectionRole1 = new ConnectionRole
{
Name = "Example Connection Role 1",
Category = new OptionSetValue((int)connectionrole_category.Business),
};
_connectionRole1Id = _serviceProxy.Create(newConnectionRole1);
Console.WriteLine("Created {0}.", newConnectionRole1.Name);
// Create a related Connection Role Object Type Code record for Account
ConnectionRoleObjectTypeCode newAccountConnectionRole1TypeCode
= new ConnectionRoleObjectTypeCode
{
ConnectionRoleId = new EntityReference(
ConnectionRole.EntityLogicalName, _connectionRole1Id),
AssociatedObjectTypeCode = Account.EntityLogicalName
};
_serviceProxy.Create(newAccountConnectionRole1TypeCode);
Console.WriteLine(
"Created a related Connection Role 1 Object Type Code record for Account."
);
// Create a related Connection Role Object Type Code record for Contact
ConnectionRoleObjectTypeCode newContactConnectionRole1TypeCode
= new ConnectionRoleObjectTypeCode
{
ConnectionRoleId = new EntityReference(
ConnectionRole.EntityLogicalName, _connectionRole1Id),
AssociatedObjectTypeCode = Contact.EntityLogicalName
};
_serviceProxy.Create(newContactConnectionRole1TypeCode);
Console.WriteLine(
"Created a related Connection Role 1 Object Type Code record for Contact."
);
// Create the Connection Role 2
ConnectionRole newConnectionRole2 = new ConnectionRole
{
Name = "Example Connection Role 2",
Category = new OptionSetValue((int)connectionrole_category.Business),
};
_connectionRole2Id = _serviceProxy.Create(newConnectionRole2);
Console.WriteLine("Created {0}.", newConnectionRole2.Name);
// Create a related Connection Role 2 Object Type Code record for Account
ConnectionRoleObjectTypeCode newAccountConnectionRole2TypeCode
= new ConnectionRoleObjectTypeCode
{
ConnectionRoleId = new EntityReference(
ConnectionRole.EntityLogicalName, _connectionRole2Id),
AssociatedObjectTypeCode = Account.EntityLogicalName
};
_serviceProxy.Create(newAccountConnectionRole2TypeCode);
Console.WriteLine(
"Created a related Connection Role 2 Object Type Code record for Account."
);
// Create a related Connection Role 2 Object Type Code record for Contact
ConnectionRoleObjectTypeCode newContactConnectionRole2TypeCode
= new ConnectionRoleObjectTypeCode
{
ConnectionRoleId = new EntityReference(
ConnectionRole.EntityLogicalName, _connectionRole2Id),
AssociatedObjectTypeCode = Contact.EntityLogicalName
};
_serviceProxy.Create(newContactConnectionRole2TypeCode);
Console.WriteLine(
"Created a related Connection Role 2 Object Type Code record for Contact."
);
//<snippetAssociateReciprocalConnectionRoles>
// Associate the connection roles
AssociateRequest associateConnectionRoles = new AssociateRequest
{
Target = new EntityReference(ConnectionRole.EntityLogicalName,
_connectionRole1Id),
RelatedEntities = new EntityReferenceCollection()
{
new EntityReference(ConnectionRole.EntityLogicalName,
_connectionRole2Id)
},
// The name of the relationship connection role association
// relationship in MS CRM
Relationship = new Relationship()
{
PrimaryEntityRole = EntityRole.Referencing, // Referencing or Referenced based on N:1 or 1:N reflexive relationship.
SchemaName = "connectionroleassociation_association"
}
};
_serviceProxy.Execute(associateConnectionRoles);
Console.WriteLine("Associated the connection roles.");
//</snippetAssociateReciprocalConnectionRoles>
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>
/// This method creates any entity records that this sample requires.
/// Create a new connectionrole instance.
/// </summary>
public void CreateRequiredRecords()
{
// Define some anonymous types to define the range
// of possible connection property values.
var Categories = new
{
Business = 1,
Family = 2,
Social = 3,
Sales = 4,
Other = 5
};
// Create a Connection Role
ConnectionRole setupConnectionRole = new ConnectionRole
{
Name = "Example Connection Role",
Description = "This is an example one sided connection role.",
Category = new OptionSetValue(Categories.Business),
};
_connectionRoleId = _serviceProxy.Create(setupConnectionRole);
Console.WriteLine("Created {0}.", setupConnectionRole.Name);
// Create a related Connection Role Object Type Code record for Account
ConnectionRoleObjectTypeCode newAccountConnectionRoleTypeCode
= new ConnectionRoleObjectTypeCode
{
ConnectionRoleId = new EntityReference(
ConnectionRole.EntityLogicalName, _connectionRoleId),
AssociatedObjectTypeCode = Account.EntityLogicalName
};
_serviceProxy.Create(newAccountConnectionRoleTypeCode);
Console.WriteLine(
"Created a related Connection Role Object Type Code record for Account."
);
// Create a related Connection Role Object Type Code record for Contact
ConnectionRoleObjectTypeCode newContactConnectionRoleTypeCode
= new ConnectionRoleObjectTypeCode
{
ConnectionRoleId = new EntityReference(
ConnectionRole.EntityLogicalName, _connectionRoleId),
AssociatedObjectTypeCode = Contact.EntityLogicalName
};
_serviceProxy.Create(newContactConnectionRoleTypeCode);
Console.WriteLine(
"Created a related Connection Role Object Type Code record for Contact."
);
//Create a few account records for use in the connections.
Account setupAccount1 = new Account { Name = "Example Account 1" };
_account1Id = _serviceProxy.Create(setupAccount1);
Console.WriteLine("Created {0}.", setupAccount1.Name);
Account setupAccount2 = new Account { Name = "Example Account 2" };
_account2Id = _serviceProxy.Create(setupAccount2);
Console.WriteLine("Created {0}.", setupAccount2.Name);
//Creates a contact used in the connection.
Contact setupContact = new Contact { LastName = "Example Contact" };
_contactId = _serviceProxy.Create(setupContact);
Console.WriteLine("Created {0}.", setupContact.LastName);
// Create a new connection between Account 1 and the contact record.
Connection newConnection1 = new Connection
{
Record1Id = new EntityReference(Account.EntityLogicalName,
_account1Id),
Record1RoleId = new EntityReference(ConnectionRole.EntityLogicalName,
_connectionRoleId),
Record2Id = new EntityReference(Contact.EntityLogicalName,
_contactId)
};
_connection1Id = _serviceProxy.Create(newConnection1);
Console.WriteLine(
"Created a connection between the account 1 and the contact.");
// Create a new connection between the contact and Account 2 record
Connection newConnection2 = new Connection
{
Record1Id = new EntityReference(Contact.EntityLogicalName,
_contactId),
Record1RoleId = new EntityReference(ConnectionRole.EntityLogicalName,
_connectionRoleId),
Record2Id = new EntityReference(Account.EntityLogicalName,
_account2Id)
};
_connection2Id = _serviceProxy.Create(newConnection2);
Console.WriteLine(
"Created a connection between the contact and the account 2.");
return;
}
/// <summary>
/// This method creates any entity records that this sample requires.
/// Create a primary connection role instance.
/// Create a reciprocal connection role instance.
/// Associate the connection roles.
/// </summary>
public void CreateRequiredRecords()
{
// Define some anonymous types to define the range
// of possible connection property values.
var Categories = new
{
Business = 1,
Family = 2,
Social = 3,
Sales = 4,
Other = 5
};
// Create the Connection Roles.
// Create the primary connection Role instance.
ConnectionRole setupPrimaryConnectionRole = new ConnectionRole
{
Name = "Example Primary Connection Role",
Category = new OptionSetValue(Categories.Business),
};
_primaryConnectionRoleId = _serviceProxy.Create(setupPrimaryConnectionRole);
Console.WriteLine("Created {0}.", setupPrimaryConnectionRole.Name);
// Create a related Connection Role Object Type Code record for Account
// on the primary role.
ConnectionRoleObjectTypeCode accountPrimaryConnectionRoleTypeCode
= new ConnectionRoleObjectTypeCode
{
ConnectionRoleId = new EntityReference(
ConnectionRole.EntityLogicalName, _primaryConnectionRoleId),
AssociatedObjectTypeCode = Account.EntityLogicalName
};
_serviceProxy.Create(accountPrimaryConnectionRoleTypeCode);
Console.WriteLine(@"Created a related Connection Role Object Type Code
record for Account on the primary role.");
// Create another Connection Role.
ConnectionRole setupReciprocalConnectionRole = new ConnectionRole
{
Name = "Example Reciprocal Connection Role",
Category = new OptionSetValue(Categories.Business),
};
_reciprocalConnectionRoleId = _serviceProxy.Create(setupReciprocalConnectionRole);
Console.WriteLine("Created {0}.", setupReciprocalConnectionRole.Name);
// Create a related Connection Role Object Type Code record for Account
// on the related role.
ConnectionRoleObjectTypeCode accountReciprocalConnectionRoleTypeCode
= new ConnectionRoleObjectTypeCode
{
ConnectionRoleId = new EntityReference(
ConnectionRole.EntityLogicalName, _reciprocalConnectionRoleId),
AssociatedObjectTypeCode = Account.EntityLogicalName
};
_serviceProxy.Create(accountReciprocalConnectionRoleTypeCode);
Console.WriteLine(@"Created a related Connection Role Object Type Code
record for Account on the related role.");
// Associate the connection roles.
AssociateRequest associateConnectionRoles =
new AssociateRequest
{
Target = new EntityReference(ConnectionRole.EntityLogicalName,
_primaryConnectionRoleId),
RelatedEntities = new EntityReferenceCollection()
{
new EntityReference(ConnectionRole.EntityLogicalName,
_reciprocalConnectionRoleId)
},
// The name of the relationship connection role association
// relationship in MS CRM
Relationship = new Relationship()
{
PrimaryEntityRole = EntityRole.Referencing, // Referencing or Referenced based on N:1 or 1:N reflexive relationship.
SchemaName = "connectionroleassociation_association"
}
};
_serviceProxy.Execute(associateConnectionRoles);
return;
}
[STAThread] // Required to support the interactive login experience
static void Main(string[] args)
{
CrmServiceClient service = null;
try
{
service = SampleHelpers.Connect("Connect");
if (service.IsReady)
{
// Create any entity records that the demonstration code requires
SetUpSample(service);
#region Demonstrate
// // Create a Connection Role for account and contact
ConnectionRole newConnectionRole = new ConnectionRole
{
Name = "Example Connection Role",
Category = new OptionSetValue((int)connectionrole_category.Business)
};
_connectionRoleId = _serviceProxy.Create(newConnectionRole);
Console.WriteLine("Created {0}.", newConnectionRole.Name);
// Create a related Connection Role Object Type Code record for Account
ConnectionRoleObjectTypeCode newAccountConnectionRoleTypeCode
= new ConnectionRoleObjectTypeCode
{
ConnectionRoleId = new EntityReference(
ConnectionRole.EntityLogicalName, _connectionRoleId),
AssociatedObjectTypeCode = Account.EntityLogicalName
};
_serviceProxy.Create(newAccountConnectionRoleTypeCode);
Console.WriteLine(
"Created a related Connection Role Object Type Code record for Account."
);
// Create a related Connection Role Object Type Code record for Contact
ConnectionRoleObjectTypeCode newContactConnectionRoleTypeCode
= new ConnectionRoleObjectTypeCode
{
ConnectionRoleId = new EntityReference(
ConnectionRole.EntityLogicalName, _connectionRoleId),
AssociatedObjectTypeCode = Contact.EntityLogicalName
};
_serviceProxy.Create(newContactConnectionRoleTypeCode);
Console.WriteLine(
"Created a related Connection Role Object Type Code record for Contact."
);
// Associate the connection role with itself.
AssociateRequest associateConnectionRoles = new AssociateRequest
{
Target = new EntityReference(ConnectionRole.EntityLogicalName,
_connectionRoleId),
RelatedEntities = new EntityReferenceCollection()
{
new EntityReference(ConnectionRole.EntityLogicalName,
_connectionRoleId)
},
// The name of the relationship connection role association
// relationship in MS CRM.
Relationship = new Relationship()
{
PrimaryEntityRole = EntityRole.Referencing, // Referencing or Referenced based on N:1 or 1:N reflexive relationship.
SchemaName = "connectionroleassociation_association"
}
};
_serviceProxy.Execute(associateConnectionRoles);
Console.WriteLine("Associated the connection role with itself.");
// Create an Account
Account setupAccount = new Account {
Name = "Example Account"
};
_accountId = _serviceProxy.Create(setupAccount);
Console.WriteLine("Created {0}.", setupAccount.Name);
// Create a Contact
Contact setupContact = new Contact {
LastName = "Example Contact"
};
_contactId = _serviceProxy.Create(setupContact);
Console.WriteLine("Created {0}.", setupContact.LastName);
return;
#endregion Demonstrate
}
else
{
const string UNABLE_TO_LOGIN_ERROR = "Unable to Login to Common Data Service";
if (service.LastCrmError.Equals(UNABLE_TO_LOGIN_ERROR))
{
Console.WriteLine("Check the connection string values in cds/App.config.");
throw new Exception(service.LastCrmError);
}
else
{
throw service.LastCrmException;
}
}
}
catch (Exception ex)
{
SampleHelpers.HandleException(ex);
}
finally
{
if (service != null)
{
service.Dispose();
}
Console.WriteLine("Press <Enter> to exit.");
Console.ReadLine();
}
}
/// <summary>
/// Create and configure the organization service proxy.
/// Create a new connectionrole instance and set the object type.
/// Optionally delete any entity records that were created for this sample.
/// </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 = ServerConnection.GetOrganizationProxy(serverConfig))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
//<snippetCreateConnectionRole1>
// Define some anonymous types to define the range
// of possible connection property values.
var Categories = new
{
Business = 1,
Family = 2,
Social = 3,
Sales = 4,
Other = 5
};
// Create a Connection Role for account and contact
ConnectionRole newConnectionRole = new ConnectionRole
{
Name = "Example Connection Role",
Category = new OptionSetValue(Categories.Business)
};
_connectionRoleId = _serviceProxy.Create(newConnectionRole);
Console.WriteLine("Created {0}.", newConnectionRole.Name);
// Create a related Connection Role Object Type Code record for Account
ConnectionRoleObjectTypeCode newAccountConnectionRoleTypeCode
= new ConnectionRoleObjectTypeCode
{
ConnectionRoleId = new EntityReference(
ConnectionRole.EntityLogicalName, _connectionRoleId),
AssociatedObjectTypeCode = Account.EntityLogicalName
};
_serviceProxy.Create(newAccountConnectionRoleTypeCode);
Console.WriteLine(
"Created a related Connection Role Object Type Code record for Account.");
// Create a related Connection Role Object Type Code record for Contact
ConnectionRoleObjectTypeCode newContactConnectionRoleTypeCode
= new ConnectionRoleObjectTypeCode
{
ConnectionRoleId = new EntityReference(
ConnectionRole.EntityLogicalName, _connectionRoleId),
AssociatedObjectTypeCode = Contact.EntityLogicalName
};
_serviceProxy.Create(newContactConnectionRoleTypeCode);
Console.WriteLine(
"Created a related Connection Role Object Type Code record for Contact.");
//</snippetCreateConnectionRole1>
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>
/// This sample creates a role that is not linked to any entity type. All
/// connection roles that apply to all are found and shown. Then the role is
/// linked to the account entity and it is demonstrated that the role only works
/// for accounts at this point, not for all. Subsequently the link to the account
/// entity is removed and it is shown that the role is now applicable to all
/// entities again.
/// </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
{
//<snippetQueryConnectionRolesByEntityTypeCode1>
// 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();
// Define some anonymous types to define the range
// of possible connection property values.
var Categories = new
{
Business = 1,
Family = 2,
Social = 3,
Sales = 4,
Other = 5
};
// Create a Connection Role.
ConnectionRole setupConnectionRole = new ConnectionRole
{
Name = "Example Connection Role",
Category = new OptionSetValue(Categories.Business),
};
_connectionRoleId = _serviceProxy.Create(setupConnectionRole);
setupConnectionRole.Id = _connectionRoleId;
Console.WriteLine("Created {0}.", setupConnectionRole.Name);
// Query for all Connection Roles.
QueryExpression allQuery = new QueryExpression
{
EntityName = ConnectionRole.EntityLogicalName,
ColumnSet = new ColumnSet("connectionroleid", "name"),
Distinct = true,
LinkEntities =
{
new LinkEntity
{
LinkToEntityName =
ConnectionRoleObjectTypeCode.EntityLogicalName,
LinkToAttributeName = "connectionroleid",
LinkFromEntityName = ConnectionRole.EntityLogicalName,
LinkFromAttributeName = "connectionroleid",
LinkCriteria = new FilterExpression
{
FilterOperator = LogicalOperator.And,
// Set a condition to only get connection roles
// related to all entities (object type code = 0).
Conditions =
{
new ConditionExpression
{
AttributeName = "associatedobjecttypecode",
Operator = ConditionOperator.Equal,
Values = { 0 }
}
}
}
}
}
};
EntityCollection results = _serviceProxy.RetrieveMultiple(allQuery);
// Here you could perform operations on all of
// the connectionroles found by the query.
Console.WriteLine("Retrieved {0} unassociated connectionrole instance(s).",
results.Entities.Count);
// Query to find roles which apply only to accounts.
QueryExpression accountQuery = new QueryExpression
{
EntityName = ConnectionRole.EntityLogicalName,
ColumnSet = new ColumnSet("connectionroleid", "name"),
Distinct = true,
LinkEntities =
{
new LinkEntity
{
LinkToEntityName =
ConnectionRoleObjectTypeCode.EntityLogicalName,
LinkToAttributeName = "connectionroleid",
LinkFromEntityName = ConnectionRole.EntityLogicalName,
LinkFromAttributeName = "connectionroleid",
LinkCriteria = new FilterExpression
{
FilterOperator = LogicalOperator.And,
// Set a condition to only get connection roles
// related to accounts (object type code = 1).
Conditions =
{
new ConditionExpression
{
AttributeName = "associatedobjecttypecode",
Operator = ConditionOperator.In,
Values = { Account.EntityLogicalName }
}
}
}
}
}
};
results = _serviceProxy.RetrieveMultiple(accountQuery);
Console.WriteLine("Retrieved {0} account-only connectionrole instance(s).",
results.Entities.Count);
// Create a related Connection Role Object Type Code record for
// Account.
ConnectionRoleObjectTypeCode setupAccountConnectionRoleTypeCode
= new ConnectionRoleObjectTypeCode
{
ConnectionRoleId = new EntityReference(
ConnectionRole.EntityLogicalName, _connectionRoleId),
AssociatedObjectTypeCode = Account.EntityLogicalName
};
setupAccountConnectionRoleTypeCode.Id =
_serviceProxy.Create(setupAccountConnectionRoleTypeCode);
Console.Write("Created a related Connection Role Object Type Code");
Console.Write(" record for Account.");
// Run the query to find unassociated connectionroles again.
results = _serviceProxy.RetrieveMultiple(allQuery);
Console.WriteLine(@"Retrieved {0} unassociated connectionrole instance(s).",
results.Entities.Count);
// Run the account-only query again.
results = _serviceProxy.RetrieveMultiple(accountQuery);
Console.WriteLine("Retrieved {0} account-only connectionrole instance(s).",
results.Entities.Count);
// Remove the link from account entity.
_serviceProxy.Delete(ConnectionRoleObjectTypeCode.EntityLogicalName,
setupAccountConnectionRoleTypeCode.Id);
Console.WriteLine("Removed link from connectionrole to account entity.");
// Run the query to find unassociated connectionroles again.
results = _serviceProxy.RetrieveMultiple(allQuery);
Console.WriteLine("Retrieved {0} unassociated connectionrole instance(s).",
results.Entities.Count);
// Run the account-only query again.
results = _serviceProxy.RetrieveMultiple(accountQuery);
Console.WriteLine("Retrieved {0} account-only connectionrole instance(s).",
results.Entities.Count);
DeleteRequiredRecords(promptForDelete);
}
//</snippetQueryConnectionRolesByEntityTypeCode1>
}
// 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;
}
}
[STAThread] // Added to support UX
static void Main(string[] args)
{
CrmServiceClient service = null;
try
{
service = SampleHelpers.Connect("Connect");
if (service.IsReady)
{
#region Sample Code
#region Set up
SetUpSample(service);
#endregion Set up
#region Demonstrate
// Define some anonymous types to define the range
// of possible connection property values.
var Categories = new
{
Business = 1,
Family = 2,
Social = 3,
Sales = 4,
Other = 5
};
// Create a Connection Role for account and contact
var newConnectionRole = new ConnectionRole
{
Name = "Example Connection Role",
Category = new OptionSetValue(Categories.Business)
};
_connectionRoleId = service.Create(newConnectionRole);
Console.WriteLine("Created {0}.", newConnectionRole.Name);
// Create a related Connection Role Object Type Code record for Account
var newAccountConnectionRoleTypeCode
= new ConnectionRoleObjectTypeCode
{
ConnectionRoleId = new EntityReference(
ConnectionRole.EntityLogicalName, _connectionRoleId),
AssociatedObjectTypeCode = Account.EntityLogicalName
};
service.Create(newAccountConnectionRoleTypeCode);
Console.WriteLine(
"Created a related Connection Role Object Type Code record for Account.");
// Create a related Connection Role Object Type Code record for Contact
var newContactConnectionRoleTypeCode
= new ConnectionRoleObjectTypeCode
{
ConnectionRoleId = new EntityReference(
ConnectionRole.EntityLogicalName, _connectionRoleId),
AssociatedObjectTypeCode = Contact.EntityLogicalName
};
service.Create(newContactConnectionRoleTypeCode);
Console.WriteLine(
"Created a related Connection Role Object Type Code record for Contact.");
#region Clean up
CleanUpSample(service);
#endregion Clean up
#endregion Demonstrate
#endregion Sample Code
}
else
{
const string UNABLE_TO_LOGIN_ERROR = "Unable to Login to Common Data Service";
if (service.LastCrmError.Equals(UNABLE_TO_LOGIN_ERROR))
{
Console.WriteLine("Check the connection string values in cds/App.config.");
throw new Exception(service.LastCrmError);
}
else
{
throw service.LastCrmException;
}
}
}
catch (Exception ex)
{
SampleHelpers.HandleException(ex);
}
finally
{
if (service != null)
{
service.Dispose();
}
Console.WriteLine("Press <Enter> to exit.");
Console.ReadLine();
}
}
/// <summary>
/// This method creates any entity records that this sample requires.
/// Create a new connectionrole instance.
/// </summary>
public void CreateRequiredRecords()
{
// Define some anonymous types to define the range
// of possible connection property values.
var Categories = new
{
Business = 1,
Family = 2,
Social = 3,
Sales = 4,
Other = 5
};
// Create a Connection Role
ConnectionRole setupConnectionRole = new ConnectionRole
{
Name = "Example Connection Role",
Description = "This is an example one sided connection role.",
Category = new OptionSetValue(Categories.Business),
};
_connectionRoleId = _serviceProxy.Create(setupConnectionRole);
Console.WriteLine("Created {0}.", setupConnectionRole.Name);
// Create a related Connection Role Object Type Code record for Account
ConnectionRoleObjectTypeCode newAccountConnectionRoleTypeCode
= new ConnectionRoleObjectTypeCode
{
ConnectionRoleId = new EntityReference(
ConnectionRole.EntityLogicalName, _connectionRoleId),
AssociatedObjectTypeCode = Account.EntityLogicalName
};
_serviceProxy.Create(newAccountConnectionRoleTypeCode);
Console.WriteLine(
"Created a related Connection Role Object Type Code record for Account."
);
// Create a related Connection Role Object Type Code record for Contact
ConnectionRoleObjectTypeCode newContactConnectionRoleTypeCode
= new ConnectionRoleObjectTypeCode
{
ConnectionRoleId = new EntityReference(
ConnectionRole.EntityLogicalName, _connectionRoleId),
AssociatedObjectTypeCode = Contact.EntityLogicalName
};
_serviceProxy.Create(newContactConnectionRoleTypeCode);
Console.WriteLine(
"Created a related Connection Role Object Type Code record for Contact."
);
//Create a few account records for use in the connections.
Account setupAccount1 = new Account {
Name = "Example Account 1"
};
_account1Id = _serviceProxy.Create(setupAccount1);
Console.WriteLine("Created {0}.", setupAccount1.Name);
Account setupAccount2 = new Account {
Name = "Example Account 2"
};
_account2Id = _serviceProxy.Create(setupAccount2);
Console.WriteLine("Created {0}.", setupAccount2.Name);
//Creates a contact used in the connection.
Contact setupContact = new Contact {
LastName = "Example Contact"
};
_contactId = _serviceProxy.Create(setupContact);
Console.WriteLine("Created {0}.", setupContact.LastName);
// Create a new connection between Account 1 and the contact record.
Connection newConnection1 = new Connection
{
Record1Id = new EntityReference(Account.EntityLogicalName,
_account1Id),
Record1RoleId = new EntityReference(ConnectionRole.EntityLogicalName,
_connectionRoleId),
Record2Id = new EntityReference(Contact.EntityLogicalName,
_contactId)
};
_connection1Id = _serviceProxy.Create(newConnection1);
Console.WriteLine(
"Created a connection between the account 1 and the contact.");
// Create a new connection between the contact and Account 2 record
Connection newConnection2 = new Connection
{
Record1Id = new EntityReference(Contact.EntityLogicalName,
_contactId),
Record1RoleId = new EntityReference(ConnectionRole.EntityLogicalName,
_connectionRoleId),
Record2Id = new EntityReference(Account.EntityLogicalName,
_account2Id)
};
_connection2Id = _serviceProxy.Create(newConnection2);
Console.WriteLine(
"Created a connection between the contact and the account 2.");
return;
}
/// <summary>
/// This method creates any entity records that this sample requires.
/// Create a primary connection role instance.
/// Create a reciprocal connection role instance.
/// Associate the connection roles.
/// </summary>
public void CreateRequiredRecords()
{
// Define some anonymous types to define the range
// of possible connection property values.
var Categories = new
{
Business = 1,
Family = 2,
Social = 3,
Sales = 4,
Other = 5
};
// Create the Connection Roles.
// Create the primary connection Role instance.
ConnectionRole setupPrimaryConnectionRole = new ConnectionRole
{
Name = "Example Primary Connection Role",
Category = new OptionSetValue(Categories.Business),
};
_primaryConnectionRoleId = _serviceProxy.Create(setupPrimaryConnectionRole);
Console.WriteLine("Created {0}.", setupPrimaryConnectionRole.Name);
// Create a related Connection Role Object Type Code record for Account
// on the primary role.
ConnectionRoleObjectTypeCode accountPrimaryConnectionRoleTypeCode
= new ConnectionRoleObjectTypeCode
{
ConnectionRoleId = new EntityReference(
ConnectionRole.EntityLogicalName, _primaryConnectionRoleId),
AssociatedObjectTypeCode = Account.EntityLogicalName
};
_serviceProxy.Create(accountPrimaryConnectionRoleTypeCode);
Console.WriteLine(@"Created a related Connection Role Object Type Code
record for Account on the primary role.");
// Create another Connection Role.
ConnectionRole setupReciprocalConnectionRole = new ConnectionRole
{
Name = "Example Reciprocal Connection Role",
Category = new OptionSetValue(Categories.Business),
};
_reciprocalConnectionRoleId = _serviceProxy.Create(setupReciprocalConnectionRole);
Console.WriteLine("Created {0}.", setupReciprocalConnectionRole.Name);
// Create a related Connection Role Object Type Code record for Account
// on the related role.
ConnectionRoleObjectTypeCode accountReciprocalConnectionRoleTypeCode
= new ConnectionRoleObjectTypeCode
{
ConnectionRoleId = new EntityReference(
ConnectionRole.EntityLogicalName, _reciprocalConnectionRoleId),
AssociatedObjectTypeCode = Account.EntityLogicalName
};
_serviceProxy.Create(accountReciprocalConnectionRoleTypeCode);
Console.WriteLine(@"Created a related Connection Role Object Type Code
record for Account on the related role.");
// Associate the connection roles.
AssociateRequest associateConnectionRoles =
new AssociateRequest
{
Target = new EntityReference(ConnectionRole.EntityLogicalName,
_primaryConnectionRoleId),
RelatedEntities = new EntityReferenceCollection()
{
new EntityReference(ConnectionRole.EntityLogicalName,
_reciprocalConnectionRoleId)
},
// The name of the relationship connection role association
// relationship in MS CRM
Relationship = new Relationship()
{
PrimaryEntityRole = EntityRole.Referencing, // Referencing or Referenced based on N:1 or 1:N reflexive relationship.
SchemaName = "connectionroleassociation_association"
}
};
_serviceProxy.Execute(associateConnectionRoles);
return;
}
