private List <Guid> CreateRecords(EntityTemplate entityTemplate,
List <AttributeTemplate> attributes,
dynamic mockarooDataSet)
{
var entity = new Entity(entityTemplate.Name);
var ids = new List <Guid>( );
foreach (IDictionary <string, object> mockaroodata in mockarooDataSet)
{
var createRecord = false;
for (var i = 0; i < attributes.Count; i++)
{
if (mockaroodata.ContainsKey(attributes[i].Name))
{
createRecord = true;
entity[attributes[i].Name] = CastStringToObject(attributes[i], mockaroodata[attributes[i].Name].ToString( ));
}
else if (attributes[i].AttMetadata.AttributeType.ToString( ) == "Picklist")
{
createRecord = true;
entity[attributes[i].Name] = CastStringToObject(attributes[i], string.Empty);
}
}
if (createRecord)
{
ids.Add(CrmService.Create(entity));
}
}
return(ids);
}
/// <summary>
/// This method creates any entity records that this sample requires.
/// Create a new recurring appointment.
/// </summary>
public static void CreateRequiredRecords(CrmServiceClient service)
{
// Create a contact
Contact newContact = new Contact
{
FirstName = "Lisa",
LastName = "Andrews",
EMailAddress1 = "*****@*****.**"
};
_contactId = service.Create(newContact);
Console.WriteLine("Created contact: {0}.", newContact.FirstName + " " + newContact.LastName);
// Create ab activity party
ActivityParty requiredAttendee = new ActivityParty
{
PartyId = new EntityReference(Contact.EntityLogicalName, _contactId)
};
// Create an appointment
Appointment newAppointment = new Appointment
{
Subject = "Test Appointment",
Description = "Test Appointment",
ScheduledStart = DateTime.Now.AddHours(1),
ScheduledEnd = DateTime.Now.AddHours(2),
Location = "Office",
RequiredAttendees = new ActivityParty[] { requiredAttendee }
};
_appointmentId = service.Create(newAppointment);
Console.WriteLine("Created {0}.", newAppointment.Subject);
}
/// <summary>
/// This method creates any entity records that this sample requires.
/// </summary>
public static void CreateRequiredRecords(CrmServiceClient service)
{
//Define the email template to create.
Template emailTemplate = new Template
{
Title = "An example email template",
Subject = "This is an example email.",
IsPersonal = false,
TemplateTypeCode = "lead",
//1033 is the code for US English - you may need to change this value
//depending on your locale.
LanguageCode = 1033
};
_emailTemplateId = service.Create(emailTemplate);
for (int i = 0; i < 3; i++)
{
ActivityMimeAttachment attachment = new ActivityMimeAttachment
{
Subject = String.Format("Attachment {0}", i),
FileName = String.Format("ExampleAttachment{0}.txt", i),
Body = "Some Text",
ObjectId = new EntityReference(Template.EntityLogicalName, _emailTemplateId),
ObjectTypeCode = Template.EntityLogicalName
};
_templateAttachmentIds.Add(service.Create(attachment));
}
Console.WriteLine("An email template and {0} attachments were created.", _templateAttachmentIds.Count);
return;
}
//creates a contact entity and adds it to the crm
public Entity CreateContactEntity(Contact contact, out Guid c_guid)
{
//create an entity by entity id
Entity contactEntity = new Entity("contact");
//add attributes to the enitity
contactEntity.Attributes.Add("firstname", contact.firstName);
contactEntity.Attributes.Add("lastname", contact.lastName);
//contactEntity.Attributes.Add("birthdate", contact.birthday);
contactEntity.Attributes.Add("new_ssn", contact.social);
contactEntity.Attributes.Add("gendercode", new OptionSetValue(contact.gender));
contactEntity.Attributes.Add("familystatuscode", new OptionSetValue(contact.maritalStatus));
contactEntity.Attributes.Add("address1_country", contact.country);
contactEntity.Attributes.Add("address1_stateorprovince", contact.state);
contactEntity.Attributes.Add("address1_city", contact.city);
contactEntity.Attributes.Add("address1_line1", contact.street);
contactEntity.Attributes.Add("address1_line2", contact.apt);
//contactEntity.Attributes.Add("address1_telephone1", contact.phone);
//contactEntity.Attributes.Add("emailaddress1", contact.email);
c_guid = service.Create(contactEntity);
return(contactEntity);
}
/// <summary>
/// Creates any entity records that this sample requires.
/// </summary>
public static void CreateRequiredRecords(CrmServiceClient service)
{
Console.WriteLine("Creating contacts records...");
var emailContact1 = new Contact()
{
FirstName = "Adam",
LastName = "Carter",
EMailAddress1 = "*****@*****.**"
};
// Create the contact1.
_contactsIds.Add(service.Create(emailContact1));
Console.WriteLine("Contact1 created.");
var emailContact2 = new Contact()
{
FirstName = "Adina",
LastName = "Hagege",
EMailAddress1 = "*****@*****.**"
};
// Create the contact2.
_contactsIds.Add(service.Create(emailContact2));
Console.WriteLine("Contact2 created.");
}
public void CheckPhoneCallHistory()
{
string crmCon = ConfigurationManager.ConnectionStrings["crm"].ConnectionString;
using (CrmServiceClient svc = new CrmServiceClient(crmCon))
{
Contact c = new Contact();
c.FirstName = "Wael";
c.LastName = Guid.NewGuid().ToString();
c.MobilePhone = new Random().Next(100000000, 200000000).ToString();
c.Id = svc.Create(c);
PhoneCall p = new PhoneCall();
p.RegardingObjectId = c.ToEntityReference();
p.PhoneNumber = c.MobilePhone;
p.Id = svc.Create(p);
using (var ctx = new XrmServiceContext(svc))
{
var exists = (from ph in ctx.CreateQuery <ultra_phonecallhistory>()
where ph.ultra_contactid.Id == c.Id
where ph.ultra_phonenumber == c.MobilePhone
select ph).FirstOrDefault() != null;
Assert.IsTrue(exists);
}
}
}
private Guid RegisterPluginType(Entity pluginEntity, TypeInfo plugin)
{
var fetchData = new
{
typename = plugin.FullName
};
var fetchXml = $@"
<fetch>
<entity name='plugintype'>
<attribute name='plugintypeid' />
<filter type='and'>
<condition attribute='typename' operator='eq' value='{fetchData.typename}'/>
</filter>
</entity>
</fetch>";
var rows = crmServiceClient.RetrieveMultiple(new FetchExpression(fetchXml));
if (rows.Entities.Count == 0)
{
var pluginType = new Entity("plugintype")
{
["name"] = plugin.FullName,
["pluginassemblyid"] = new EntityReference("pluginassembly", Guid.Parse(pluginEntity["pluginassemblyid"].ToString())),
["typename"] = plugin.FullName,
["friendlyname"] = plugin.FullName
};
CliLog.WriteLine(CliLog.ColorWhite, "|", CliLog.ColorRed, " Registering", CliLog.ColorGreen, " Type: ", CliLog.ColorCyan, $"{plugin.FullName}");
return(crmServiceClient.Create(pluginType));
}
else
{
return(rows.Entities[0].Id);
}
}
/// <summary>
/// Creates any entity records that this sample requires.
/// </summary>
public static void CreateRequiredRecords(CrmServiceClient service)
{
// Create an account record named Fourth Coffee.
var account = new Account
{
Name = "Fourth Coffee",
AccountNumber = "ACC005"
};
accountId = service.Create(account);
Console.Write("Account {0} {1} created, ", account.Name, account.AccountNumber);
// Create a duplicate detection rule
var accountDuplicateRule = new DuplicateRule
{
Name = "DuplicateRule: Accounts with the same Account Number",
BaseEntityName = "account",
MatchingEntityName = "account"
};
ruleId = service.Create(accountDuplicateRule);
// Create a duplicate detection rule condition
DuplicateRuleCondition accountDupCondition = new DuplicateRuleCondition
{
BaseAttributeName = "accountnumber",
MatchingAttributeName = "accountnumber",
OperatorCode = new OptionSetValue(0), // Exact Match.
RegardingObjectId = new EntityReference(DuplicateRule.EntityLogicalName, ruleId)
};
Guid conditionId = service.Create(accountDupCondition);
Console.Write("'{0}' created, ", accountDuplicateRule.Name);
// Execute the publish request.
var response =
(PublishDuplicateRuleResponse)service.Execute(new PublishDuplicateRuleRequest()
{
DuplicateRuleId = ruleId
});
// When the publishDuplicateRule request returns, the state of the rule will still be "Publishing" (StatusCode = 1).
// we need to wait for the publishing operation to complete, so we keep polling the state of the
// rule until it becomes "Published" (StatusCode = 2).
int i = 0;
var retrievedRule =
(DuplicateRule)service.Retrieve(DuplicateRule.EntityLogicalName, ruleId, new ColumnSet(new String[] { "statuscode" }));
while (retrievedRule.StatusCode.Value == 1 && i < 20)
{
i++;
System.Threading.Thread.Sleep(1000);
retrievedRule =
(DuplicateRule)service.Retrieve(DuplicateRule.EntityLogicalName, ruleId, new ColumnSet(new String[] { "statuscode" }));
}
Console.Write("published.\n");
}
/// <summary>
/// This method creates any entity records that this sample requires.
/// Create source queue and destination queue.
/// Create a letter entity.
/// Add letter entity to source queue.
/// </summary>
public static void CreateRequiredRecords(CrmServiceClient service)
{
var QueueViewType = new
{
Public = 0,
Private = 1
};
//Create new queues and store their returned GUIDs in variables for later use.
Queue sourceQueue = new Queue
{
Name = "Source Queue",
Description = "This is an example queue.",
QueueViewType = new OptionSetValue(QueueViewType.Private)
};
_sourceQueueId = service.Create(sourceQueue);
Console.WriteLine("Created {0}", sourceQueue.Name);
Queue destinationQueue = new Queue
{
Name = "Destination Queue",
Description = "This is an example queue.",
QueueViewType = new OptionSetValue(QueueViewType.Private)
};
_destinationQueueId = service.Create(destinationQueue);
Console.WriteLine("Created {0}", destinationQueue.Name);
// Create a letter entity.
Letter newLetter = new Letter
{
Description = "Example Letter"
};
_letterId = service.Create(newLetter);
Console.WriteLine("Created {0}", newLetter.Description);
// Use AddToQueue message to add an entity into a queue, which will associate
// the letter with the first queue.
AddToQueueRequest addToSourceQueue = new AddToQueueRequest
{
DestinationQueueId = _sourceQueueId,
Target = new EntityReference(Letter.EntityLogicalName, _letterId)
};
service.Execute(addToSourceQueue);
Console.WriteLine("Added letter record to {0}", sourceQueue.Name);
// Retrieve/create a user record for assigning the queue item to the user's
// queue.
_userId = SystemUserProvider.RetrieveSalesManager(service);
return;
}
/// <summary>
/// Create some account records to retrieve duplicates
/// </summary>
private static void CreateAccountRecords(CrmServiceClient service)
{
var crmAccount = new Account {
Name = "Microsoft"
};
accountId1 = service.Create(crmAccount);
accountId2 = service.Create(crmAccount);
Console.WriteLine(String.Concat("Creating duplicate records:\n\taccount 1 - ",
accountId1.Value, "\n\taccount 2 - ", accountId2.Value));
}
/// <summary>
/// Creates any entity records that this sample requires.
/// </summary>
public static void CreateRequiredRecords(CrmServiceClient service)
{
// Create an account.
Account account = new Account
{
Name = "Fourth Coffee",
};
_accountId = service.Create(account);
Console.WriteLine("Created a sample account: {0}.", account.Name);
// Define the body and subject of the email template in XML format.
string bodyXml =
"<?xml version=\"1.0\" ?>"
+ "<xsl:stylesheet xmlns:xsl=\"http://www.w3.org/1999/XSL/Transform\" version=\"1.0\">"
+ "<xsl:output method=\"text\" indent=\"no\"/><xsl:template match=\"/data\">"
+ "<![CDATA["
+ "This message is to notify you that a new account has been created."
+ "]]></xsl:template></xsl:stylesheet>";
string subjectXml =
"<?xml version=\"1.0\" ?>"
+ "<xsl:stylesheet xmlns:xsl=\"http://www.w3.org/1999/XSL/Transform\" version=\"1.0\">"
+ "<xsl:output method=\"text\" indent=\"no\"/><xsl:template match=\"/data\">"
+ "<![CDATA[New account notification]]></xsl:template></xsl:stylesheet>";
string presentationXml =
"<template><text><![CDATA["
+ "This message is to notify you that a new account has been created."
+ "]]></text></template>";
string subjectPresentationXml =
"<template><text><![CDATA[New account notification]]></text></template>";
// Create an e-mail template.
Template template = new Template
{
Title = "Sample E-mail Template for Account",
Body = bodyXml,
Subject = subjectXml,
PresentationXml = presentationXml,
SubjectPresentationXml = subjectPresentationXml,
TemplateTypeCode = Account.EntityLogicalName,
LanguageCode = 1033, // For US English.
IsPersonal = false
};
_templateId = service.Create(template);
Console.WriteLine("Created {0}.", template.Title);
}
/// <summary>
/// This method creates any entity records that this sample requires.
/// Create a queue instance.
/// Create a phone call activity instance.
/// Add phone call entity instance in to queue.
/// Mark phone call entity instance status as completed.
/// </summary>
public static void CreateRequiredRecords(CrmServiceClient service)
{
// Create a queue instance and set its property values.
var newQueue = new Queue()
{
Name = "Example Queue",
Description = "This is an example queue.",
QueueViewType = new OptionSetValue((int)QueueQueueViewType.Private)
};
_queueId = service.Create(newQueue);
Console.WriteLine("Created {0}.", newQueue.Name);
// Create a phone call activity instance.
var newPhoneCall = new PhoneCall
{
Description = "Example Phone Call"
};
_phoneCallId = service.Create(newPhoneCall);
Console.WriteLine("Created {0}.", newPhoneCall.Description);
// Create a new instance of a queueitem and initialize its
// properties.
var item = new QueueItem
{
QueueId = new EntityReference(Queue.EntityLogicalName, _queueId),
ObjectId = new EntityReference(PhoneCall.EntityLogicalName, _phoneCallId)
};
// Create the queueitem on the server, which will associate
// the phone call activity with the queue.
_queueItemId = service.Create(item);
Console.WriteLine("Added phone call entity instance to {0}", newQueue.Name);
// Mark the phone call as completed.
var setStatePhoneCall = new SetStateRequest
{
EntityMoniker = new EntityReference(PhoneCall.EntityLogicalName,
_phoneCallId),
State = new OptionSetValue((int)PhoneCallState.Completed),
Status = new OptionSetValue(-1)
};
service.Execute(setStatePhoneCall);
Console.WriteLine("PhoneCall entity instance has been marked as completed.");
return;
}
public void WhenICreateANewAccount()
{
account = new Entity("account");
account.Attributes["name"] = new RandomGenerator().GetString(8);
account["telephone1"] = "123456789";
account.Id = service.Create(account);
}
/// <summary>
/// This method creates any entity records that this sample requires.
/// Create a new queue instance.
/// </summary>
public static void CreateRequiredRecords(CrmServiceClient service)
{
var whoRequest = new WhoAmIRequest();
_currentUser = ((WhoAmIResponse)service.Execute(whoRequest)).UserId;
//Create an activity objects which will act like a template during QC distrbution.
//The activities created by QC will create activities with content that this activity has
_templateEmailActivity = new Email()
{
Subject = "qcCreatedEmailActivity"
};
_templateLetterActivity = new Letter()
{
Subject = "qcCreatedLetterActivity"
};
// Create accounts on which we want to run QC
_accountIdArray = new Guid[5];
for (int i = 0; i < 5; i++)
{
var acct = new Account()
{
Name = "Account For Quick Campaign " + i.ToString()
};
_accountIdArray[i] = service.Create(acct);
Console.WriteLine("Created {0}.", acct.Name);
}
}
/// <summary>
/// This method creates any entity records that this sample requires.
/// Creates the email activity.
/// </summary>
public static void CreateRequiredRecords(CrmServiceClient service)
{
// 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 = service.Create(setupConnectionRole);
Console.WriteLine("Created {0}.", setupConnectionRole.Name);
return;
}
public void CreateContactUsingProxyCallerId()
{
CrmServiceClient crmServiceClient = new CrmServiceClient(dynamicsConnectionString);
crmServiceClient.OrganizationServiceProxy.CallerId = UserID1;
Entity newContact = InitialiseContact();
newContact.Id = crmServiceClient.Create(newContact);
crmServiceClient.OrganizationServiceProxy.CallerId = UserID2;
newContact["emailaddress1"] = string.Format("test.{0}@example.com", DateTime.Now.ToString("yyyyMMddHHmmss"));
crmServiceClient.Update(newContact);
Entity createdContact = crmServiceClient.Retrieve("contact", newContact.Id, new ColumnSet(new string[] { "createdby", "createdonbehalfby", "modifiedby", "modifiedonbehalfby" }));
Guid actualCreatedBy = ((EntityReference)createdContact["createdby"]).Id;
Guid createdOnBehalfBy = ((EntityReference)createdContact["createdonbehalfby"]).Id;
Guid actualModifiedBy = ((EntityReference)createdContact["modifiedby"]).Id;
Guid modifiedOnBehalfBy = ((EntityReference)createdContact["modifiedonbehalfby"]).Id;
Assert.AreEqual(UserID1, actualCreatedBy);
Assert.AreEqual(ServiceUser, createdOnBehalfBy);
Assert.AreEqual(UserID2, actualModifiedBy);
Assert.AreEqual(ServiceUser, modifiedOnBehalfBy);
}
public void CreatePublisher()
{
using (var svc = new CrmServiceClient(connection))
{
Publisher _crmSdkPublisher = new Publisher
{
UniqueName = "sdksamples",
FriendlyName = "Microsoft CRM SDK Samples",
SupportingWebsiteUrl = "https://msdn.microsoft.com/dynamics/crm/default.aspx",
CustomizationPrefix = "sample",
EMailAddress = "*****@*****.**",
Description = "This publisher was created with samples from the Microsoft Dynamics CRM SDK"
};
Publisher publisher = RetrievePublisher("sdksamples");
if (publisher != null)
{
Console.WriteLine(string.Format("Publisher already exist: {0}.", _crmSdkPublisher.FriendlyName));
}
else
{
svc.Create(_crmSdkPublisher);
Console.WriteLine(string.Format("Created publisher: {0}.", _crmSdkPublisher.FriendlyName));
}
}
}
/// <summary>
/// This method creates any entity records that this sample requires.
/// Creates the email activity.
/// </summary>
public static void CreateRequiredRecords(CrmServiceClient service)
{
// Define an anonymous type to define the possible values for
// report type
var ReportTypeCode = new
{
ReportingServicesReport = 1,
OtherReport = 2,
LinkedReport = 3
};
// Create a report
var newReport = new Report
{
Name = "Sample Report",
Description = "Report created by the SDK code sample.",
ReportTypeCode = new OptionSetValue((int)ReportTypeCode.OtherReport),
//Base64-encoded "Hello, I am a text file."
BodyBinary = "SGVsbG8sIEkgYW0gYSB0ZXh0IGZpbGUu",
FileName = "textfile.txt",
IsPersonal = true
};
_reportId = service.Create(newReport);
Console.WriteLine("Created {0}.", newReport.Name);
}
public void CreateContactUsingCustomOverridden()
{
CrmServiceClient crmServiceClient = new CrmServiceClient(dynamicsConnectionString);
DateTime newCreatedOn = DateTime.Now.AddDays(-2);
EntityReference newCreatedBy = new EntityReference("systemuser", UserID1);
DateTime newModifiedOn = DateTime.Now.AddHours(-5);
EntityReference newModifiedBy = new EntityReference("systemuser", UserID2);
Entity newContact = InitialiseContact();
newContact["overriddencreatedon"] = newCreatedOn;
newContact["rtb_overriddencreatedby"] = newCreatedBy;
newContact["rtb_overriddenmodifiedon"] = newModifiedOn;
newContact["rtb_overriddenmodifiedby"] = newModifiedBy;
newContact.Id = crmServiceClient.Create(newContact);
Entity createdContact = crmServiceClient.Retrieve("contact", newContact.Id, new ColumnSet(new string[] { "createdon", "createdby", "modifiedby", "modifiedon" }));
Guid actualCreatedBy = ((EntityReference)createdContact["createdby"]).Id;
DateTime actualCreatedOn = (DateTime)createdContact["createdon"];
Guid actualModifiedBy = ((EntityReference)createdContact["modifiedby"]).Id;
DateTime actualModifiedOn = (DateTime)createdContact["modifiedon"];
Assert.AreEqual(UserID1, actualCreatedBy);
Assert.AreEqual(newCreatedOn.ToString("yyyyMMddHHmmss"), actualCreatedOn.ToString("yyyyMMddHHmmss"));
Assert.AreEqual(UserID2, actualModifiedBy);
Assert.AreEqual(newModifiedOn.ToString("yyyyMMddHHmmss"), actualModifiedOn.ToString("yyyyMMddHHmmss"));
}
public static void CreateRequiredRecords(CrmServiceClient service)
{
// Get the current user.
WhoAmIRequest userRequest = new WhoAmIRequest();
WhoAmIResponse userResponse = (WhoAmIResponse)service.Execute(userRequest);
_userId = userResponse.UserId;
// Create the activity party for sending and receiving the fax.
ActivityParty party = new ActivityParty
{
PartyId = new EntityReference(SystemUser.EntityLogicalName, _userId)
};
// Create the fax object.
Fax fax = new Fax
{
Subject = "Sample Fax",
From = new ActivityParty[] { party },
To = new ActivityParty[] { party }
};
_faxId = service.Create(fax);
Console.WriteLine("Created a fax: '{0}'.", fax.Subject);
}
private Entity RegisterPluginType(Entity pluginEntity, TypeInfo plugin)
{
var fetchData = new
{
typename = plugin.FullName
};
var fetchXml = $@"
<fetch>
<entity name='plugintype'>
<attribute name='plugintypeid' />
<filter type='and'>
<condition attribute='typename' operator='eq' value='{fetchData.typename}'/>
</filter>
</entity>
</fetch>";
var rows = CrmServiceClient.RetrieveMultiple(new FetchExpression(fetchXml));
if (rows.Entities.Count == 0)
{
var pluginType = new Entity("plugintype");
pluginType["name"] = plugin.FullName;
pluginType["pluginassemblyid"] = new EntityReference("pluginassembly", Guid.Parse(pluginEntity["pluginassemblyid"].ToString()));
pluginType["typename"] = plugin.FullName;
pluginType["friendlyname"] = plugin.FullName;
CliLog.WriteLine(CliLog.COLOR_GREEN, $"\tRegistering Type: ", CliLog.COLOR_CYAN, $"{plugin.FullName}");
var pluginTypeId = CrmServiceClient.Create(pluginType);
pluginType["plugintypeid"] = pluginTypeId;
return(pluginType);
}
else
{
return(rows.Entities[0]);
}
}
public static void Main(string[] args)
{
try
{
using (_client = new CrmServiceClient(ConfigurationManager.ConnectionStrings["CRMConnectionString"].ConnectionString))
{
//Do stuff
WhoAmIResponse res = (WhoAmIResponse)_client.Execute(new WhoAmIRequest());
Console.WriteLine($"Login User ID : {res.UserId}");
Console.WriteLine($"Organization Unique Name : {_client.ConnectedOrgUniqueName}");
Console.WriteLine($"Organization Display Name : {_client.ConnectedOrgFriendlyName}");
//Entity test = RetrieveProjectTemplateTask(new EntityReference("msdyn_project", new Guid("23A38E60-C0D0-E811-A96E-000D3A16ACEE")), "1");
Entity ProjectEntity = new Entity("msdyn_project");
ProjectEntity["fkh_unitid"] = new EntityReference("po_unit", new Guid("6068F309-8A9D-E811-A857-000D3A14019B"));
ProjectEntity["msdyn_projecttemplate"] = new EntityReference("msdyn_project", new Guid("23A38E60-C0D0-E811-A96E-000D3A16ACEE"));
ProjectEntity["msdyn_subject"] = "Malhar Test Project 2";
ProjectEntity.Id = _client.Create(ProjectEntity);
Console.WriteLine($"Press any key to exit.");
Console.Read();
}
}
catch (FaultException <OrganizationServiceFault> ex)
{
string message = ex.Message;
throw;
}
}
/// <summary>
/// Creates any entity records that this sample requires.
/// </summary>
public static void CreateRequiredRecords(CrmServiceClient service)
{
Console.Write("Creating an account, ");
// Account entity category codes.
var Categories = new { PreferredCustomer = 1, Standard = 2 };
// Create a new account entity.
var newAccount = new Account {
Name = "Example Account"
};
_newAccountId = service.Create(newAccount);
Console.WriteLine("then updating the account.");
var accountToUpdate = new Account
{
AccountId = _newAccountId,
AccountNumber = "1-A",
AccountCategoryCode = new OptionSetValue(Categories.PreferredCustomer),
Telephone1 = "555-555-5555"
};
service.Update(accountToUpdate);
}
/// <summary>
/// Insert records to Dynamics Entity
/// </summary>
/// <param name="result"></param>
/// <returns></returns>
public string PostToCrm([FromBody] LeadModel leadModel)
{
ServicePointManager.SecurityProtocol = SecurityProtocolType.Tls12;
CrmServiceClient service = new CrmServiceClient(ConfigurationManager.ConnectionStrings["CRMConnection"].ConnectionString);
Entity leadRecord = new Entity("new_businesscardlead");
leadRecord.Attributes.Add("new_name", leadModel.Name);
leadRecord.Attributes.Add("new_company", leadModel.Company);
leadRecord.Attributes.Add("new_title", leadModel.Title);
leadRecord.Attributes.Add("new_citystatezip", leadModel.CityStateZip);
leadRecord.Attributes.Add("new_email", leadModel.Email);
leadRecord.Attributes.Add("new_website", leadModel.Website);
leadRecord.Attributes.Add("new_facebook", leadModel.Facebook);
leadRecord.Attributes.Add("new_twitter", leadModel.Twitter);
leadRecord.Attributes.Add("new_phone", leadModel.Phone);
leadRecord.Attributes.Add("new_fax", leadModel.Fax);
leadRecord.Attributes.Add("new_cell", leadModel.Cell);
var guid = service.Create(leadRecord);
string id = guid.ToString();
string response = $"Lead has been created for {leadModel.Name} : lead Id : {id}.";
return(response);
}
private Entity RegisterAssembly(FileSystemInfo assemblyFilePath, Assembly assembly, IEnumerable <Type> plugins)
{
var assemblyProperties = assembly.GetName().FullName
.Split(",= ".ToCharArray(), StringSplitOptions.RemoveEmptyEntries);
var assemblyName = assembly.GetName().Name;
var fetchData = new
{
name = assemblyProperties[0]
};
var fetchXml = $@"
<fetch>
<entity name='pluginassembly'>
<attribute name='pluginassemblyid' />
<attribute name='content' />
<filter type='and'>
<condition attribute='name' operator='eq' value='{fetchData.name}'/>
</filter>
</entity>
</fetch>";
var rows = CrmServiceClient.RetrieveMultiple(new FetchExpression(fetchXml));
var pluginAssemblyId = Guid.Empty;
var existingContent = string.Empty;
if (rows.Entities.Count > 0)
{
var entity = rows.Entities[0];
pluginAssemblyId = entity.Id;
existingContent = entity.GetAttributeValue <string>("content");
}
var content = Convert.ToBase64String(File.ReadAllBytes(assemblyFilePath.FullName));
if (content == existingContent)
{
return(null);
}
var plugin = new Entity("pluginassembly")
{
["content"] = content,
["name"] = assemblyProperties[0],
["culture"] = assemblyProperties[4],
["version"] = assemblyProperties[2],
["publickeytoken"] = assemblyProperties[6],
["sourcetype"] = new OptionSetValue(0), /* 0 = database */
["isolationmode"] = new OptionSetValue(2) /* 2 = sandbox */
};
if (pluginAssemblyId == Guid.Empty)
{
CliLog.WriteLine(CliLog.ColorGreen, "Registering Assembly: ", CliLog.ColorCyan, $"{assemblyProperties[0]}");
pluginAssemblyId = CrmServiceClient.Create(plugin);
plugin["pluginassemblyid"] = pluginAssemblyId;
}
else
{
CliLog.WriteLine(CliLog.ColorBlue, "Updating Assembly: ", CliLog.ColorCyan, $"{assemblyProperties[0]}");
plugin["pluginassemblyid"] = pluginAssemblyId;
CrmServiceClient.Update(plugin);
}
return(plugin);
}
public void GenerateHardCodedAccount()
{
using (var client = new CrmServiceClient(_connectionString))
{
var account = new Account()
{
Name = "Acme Industries, Ltd",
EMailAddress1 = "*****@*****.**",
CreditOnHold = false,
LastOnHoldTime = DateTime.Now.AddYears(-1),
Address1_Line1 = "1234 Acme Road",
Address1_Line2 = "Suite 123",
Address1_City = "Acme",
Address1_StateOrProvince = "AC",
Address1_PostalCode = "01234",
NumberOfEmployees = 10,
Revenue = new Money(1000000),
Telephone1 = "(123) 456-7890",
WebSiteURL = "http://www.acmeindustries.com",
TickerSymbol = "ACME"
};
// Create the account
Guid accountId = client.Create(account);
Assert.IsTrue(accountId != Guid.Empty);
}
}
public static void CreateApplication(string entityName, Dictionary <string, string> keyValues)
{
Entity eApplication = new Entity(entityName);
foreach (KeyValuePair <string, string> record in keyValues)
{
if (record.Key.Equals("ss_name"))
{
string typeValue = record.Value;
eApplication.Attributes[record.Key] = typeValue;
}
else if (record.Key.Equals("ss_applicationtype"))
{
OptionSetValue typeValue = GetAppTypeValue(record.Value);
eApplication.Attributes[record.Key] = typeValue;
}
else if (record.Key.Equals("ss_destinationaddress"))
{
Entity contact = RetrieveRecord("ss_customaddress", "ss_name", record.Value, new string[] { "ss_customaddressid" });
Console.WriteLine(contact.Attributes["ss_customaddressid"]);
Guid id = contact.Id;
Console.WriteLine(id);
EntityReference typeValue = new EntityReference("ss_customaddress", id);
eApplication.Attributes[record.Key] = typeValue;
}
else
{
string typeValue = record.Value;
eApplication.Attributes[record.Key] = typeValue;
}
}
svc.Create(eApplication);
}
[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 queue instance and set its property values.
var newQueue = new Queue()
{
Name = "Example Queue.",
Description = "This is an example queue."
};
// Create a new queue instance.
_queueId = service.Create(newQueue);
Console.WriteLine("Created {0}.", newQueue.Name);
#endregion Demonstrate
#region Clean up
CleanUpSample(service);
#endregion Clean up
}
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();
}
}
static void CreateEntity()
{
using (var svc = new CrmServiceClient(connection))
{
var courier = new Entity("new_courier");
courier["new_name"] = "Create entity test 7";
courier["new_vehicle"] = new OptionSetValue(100000001);
// Associate an entity to a new contact
//var primaryContact = new Entity("contact");
//primaryContact["firstname"] = "John";
//primaryContact["lastname"] = "Smith";
//EntityCollection primaryContactCollection = new EntityCollection();
//primaryContactCollection.Entities.Add(primaryContact);
//courier.RelatedEntities[new Relationship("new_contact_new_courier_contact")] = primaryContactCollection;
// Associate an entity to an existing contact
courier["new_contact"] = new EntityReference("contact", new Guid("1218da0b-0d87-eb11-a812-000d3a4c1ce8"));
Guid id = svc.Create(courier);
Console.WriteLine("Entity created.");
// Retrieve an entity
Entity entity = svc.Retrieve("new_courier", id, new ColumnSet("new_name"));
Console.WriteLine($"Entity name: {entity["new_name"]}");
Console.ReadLine();
}
}
public void CreateNewContact()
{
//Setup
string crmCon = TestCreateContact.GetConfigValue("CrmConnection");
using (CrmServiceClient svc = new CrmServiceClient(crmCon))
{
// Act
Entity c = new Entity("contact");
c["firstname"] = "Test";
c["lastname"] = DateTime.Now.Date.ToShortDateString();
c.Id = svc.Create(c);
//Validate
Thread.Sleep(5000);
QueryByAttribute query = new QueryByAttribute("phonecall");
query.Attributes.Add("regardingobjectid");
query.Values.Add(c.Id);
EntityCollection calls = svc.RetrieveMultiple(query);
Assert.AreEqual(calls.Entities.Count, 1);
//Clean up
svc.Delete(c.LogicalName, c.Id);
}
}