public void When_Calling_InitializeFromRequest_With_Early_Bound_Classes_Should_Return_Early_Bound_Entity()
{
var ctx = new XrmFakedContext();
var service = ctx.GetFakedOrganizationService();
var lead = new Lead
{
Id = Guid.NewGuid()
};
// This will set ProxyTypesAssembly = true
ctx.Initialize(new List <Entity> {
lead
});
var entityReference = new EntityReference(Lead.EntityLogicalName, lead.Id);
var req = new InitializeFromRequest
{
EntityMoniker = entityReference,
TargetEntityName = Contact.EntityLogicalName,
TargetFieldType = TargetFieldType.All
};
var result = (InitializeFromResponse)service.Execute(req);
Assert.IsType <Contact>(result.Entity);
}
public void When_Calling_InitializeFromRequest_Should_Return_InitializeFromResponse()
{
var ctx = new XrmFakedContext
{
ProxyTypesAssembly = Assembly.GetAssembly(typeof(Contact))
};
var service = ctx.GetFakedOrganizationService();
var lead = new Entity
{
LogicalName = "Lead",
Id = Guid.NewGuid(),
["FirstName"] = "Arjen",
["LastName"] = "Stortelder"
};
ctx.Initialize(new List <Entity> {
lead
});
var entityReference = new EntityReference("Lead", lead.Id);
var req = new InitializeFromRequest
{
EntityMoniker = entityReference,
TargetEntityName = "Contact",
TargetFieldType = TargetFieldType.All
};
Assert.IsType <InitializeFromResponse>(service.Execute(req));
}
protected override void ExecuteWorkflowLogic()
{
var additionalCondition = Conditions.Get(Context.ExecutionContext) ?? string.Empty;
var sourceEntityFetchXml = $@"
<fetch>
<entity name='{SourceEntity}' >
<attribute name='{SourceEntity}id' />
<filter type='and' >
<condition attribute='{SourceEntityLookupFieldName}' operator='eq' value='{SourceEntityParent.Id}' />
{additionalCondition}
</filter>
</entity>
</fetch>";
var sourceEntityQuery = new FetchExpression(sourceEntityFetchXml);
var sourceEntities = QueryWithPaging(sourceEntityQuery);
foreach (var sourceEntity in sourceEntities)
{
var initializeFromRequest = new InitializeFromRequest()
{
EntityMoniker = sourceEntity.ToEntityReference(),
TargetEntityName = TargetEntity,
TargetFieldType = TargetFieldType.ValidForCreate
};
var initializeFromResponse = (InitializeFromResponse)Context.UserService.Execute(initializeFromRequest);
var targetEntity = initializeFromResponse.Entity;
targetEntity[TargetEntityLookupFieldName] = TargetEntityParent;
Context.UserService.Create(targetEntity);
}
}
public void When_Calling_InitializeFromRequest_With_Late_Bound_Classes_Should_Return_Late_Bound_Entity()
{
var ctx = new XrmFakedContext();
string sourceEntityLogicalName = "lead";
string targetEntityLogicalName = "contact";
var service = ctx.GetFakedOrganizationService();
var lead = new Entity
{
Id = Guid.NewGuid(),
LogicalName = sourceEntityLogicalName
};
ctx.Initialize(new List <Entity> {
lead
});
var entityReference = new EntityReference(sourceEntityLogicalName, lead.Id);
var req = new InitializeFromRequest
{
EntityMoniker = entityReference,
TargetEntityName = targetEntityLogicalName,
TargetFieldType = TargetFieldType.All
};
var result = (InitializeFromResponse)service.Execute(req);
Assert.IsType <Entity>(result.Entity);
Assert.Equal(targetEntityLogicalName, result.Entity.LogicalName);
}
public void When_Calling_InitializeFromRequest_Should_Return_Entity_As_Entity_Of_Type_TargetEntityName()
{
var ctx = new XrmFakedContext
{
ProxyTypesAssembly = Assembly.GetAssembly(typeof(Contact))
};
var service = ctx.GetFakedOrganizationService();
var lead = new Lead
{
Id = Guid.NewGuid(),
FirstName = "Arjen",
LastName = "Stortelder"
};
ctx.Initialize(new List <Entity> {
lead
});
var entityReference = new EntityReference(Lead.EntityLogicalName, lead.Id);
var req = new InitializeFromRequest
{
EntityMoniker = entityReference,
TargetEntityName = Contact.EntityLogicalName,
TargetFieldType = TargetFieldType.All
};
var result = (InitializeFromResponse)service.Execute(req);
Assert.IsType <Contact>(result.Entity);
Assert.Equal(Contact.EntityLogicalName, result.Entity.LogicalName);
}
public void When_Calling_InitializeFromRequest_Should_Return_Entity_With_Attributes_Set_From_The_Mapping()
{
var ctx = new XrmFakedContext
{
ProxyTypesAssembly = Assembly.GetAssembly(typeof(Contact))
};
var service = ctx.GetFakedOrganizationService();
var lead = new Lead
{
Id = Guid.NewGuid(),
FirstName = "Arjen",
LastName = "Stortelder"
};
ctx.Initialize(new List <Entity> {
lead
});
ctx.AddAttributeMapping(Lead.EntityLogicalName, "firstname", Contact.EntityLogicalName, "firstname");
var entityReference = new EntityReference(Lead.EntityLogicalName, lead.Id);
var req = new InitializeFromRequest
{
EntityMoniker = entityReference,
TargetEntityName = Contact.EntityLogicalName,
TargetFieldType = TargetFieldType.All
};
var result = (InitializeFromResponse)service.Execute(req);
var contact = result.Entity.ToEntity <Contact>();
Assert.Equal("Arjen", contact.FirstName);
Assert.Equal(null, contact.LastName);
}
public void When_Calling_InitializeFromRequest_Should_Return_Entity_With_EntityReference()
{
var ctx = new XrmFakedContext
{
ProxyTypesAssembly = Assembly.GetAssembly(typeof(Contact))
};
var service = ctx.GetFakedOrganizationService();
var lead = new Lead
{
Id = Guid.NewGuid(),
FirstName = "Arjen",
LastName = "Stortelder"
};
ctx.Initialize(new List <Entity> {
lead
});
ctx.AddAttributeMapping(Lead.EntityLogicalName, "leadid", Contact.EntityLogicalName, "originatingleadid");
var entityReference = new EntityReference(Lead.EntityLogicalName, lead.Id);
var req = new InitializeFromRequest
{
EntityMoniker = entityReference,
TargetEntityName = Contact.EntityLogicalName,
TargetFieldType = TargetFieldType.All
};
var result = (InitializeFromResponse)service.Execute(req);
var contact = result.Entity;
var originatingleadid = contact["originatingleadid"];
Assert.IsType <EntityReference>(originatingleadid);
}
/// <summary>
/// This is native CRM behavior, to copy the content from Parent to Child record, using the Relationship ‘Mappings’ to avoid the overhead of manual data entry on child record.
/// </summary>
/// <param name="service"></param>
/// <param name="accountId"></param>
/// <param name="firstName"></param>
/// <param name="lastName"></param>
/// <see cref="https://rajeevpentyala.com/2017/01/26/create-a-child-record-by-copying-mapping-fields-from-parent-using-crm-sdk/"/>
/// <returns></returns>
public Guid CreateRecordFromAccount(IOrganizationService service, Guid accountId, string firstName, string lastName)
{
InitializeFromRequest initialize = new InitializeFromRequest
{
// Set the target entity (i.e.,Contact)
TargetEntityName = "contact",
// Create the EntityMoniker of Source (i.e.,Account)
EntityMoniker = new EntityReference("account", accountId)
};
// Execute the request
InitializeFromResponse initialized = (InitializeFromResponse)service.Execute(initialize);
// Read Intitialized entity (i.e.,Contact with copied attributes from Account)
if (initialized.Entity != null)
{
// Get entContact from the response
var entContact = initialized.Entity;
// Set the additional attributes of the Contact
entContact.Attributes.Add("firstname", firstName);
entContact.Attributes.Add("lastname", lastName);
// Create a new contact
return(service.Create(entContact));
}
else
{
return(new Guid());
}
}
/// <summary>
/// Utilizes the standard OOB Mappings from CRM to hydrate fields on child record from a parent.
/// </summary>
/// <param name="service">The service.</param>
/// <param name="parentEntity">The Parent Entity.</param>
/// <param name="childLogicalName">The logical name of the child</param>
/// <param name="targetFieldType">The Target Field Type</param>
/// <returns></returns>
public static Entity InitializeFrom(this IOrganizationService service, EntityReference parentEntity, string childLogicalName, TargetFieldType targetFieldType = TargetFieldType.All)
{
var initialize = new InitializeFromRequest
{
TargetEntityName = childLogicalName,
EntityMoniker = parentEntity,
TargetFieldType = targetFieldType
};
var initialized = (InitializeFromResponse)service.Execute(initialize);
return(initialized.Entity);
}
/// <summary>
/// Utilizes the standard OOB Mappings from CRM to hydrate fields on child record from a parent.
/// </summary>
/// <typeparam name="T">The Entity Type to Return</typeparam>
/// <param name="service">The service.</param>
/// <param name="parentEntity">The Parent Entity.</param>
/// <param name="targetFieldType">The Target Field Type</param>
/// <returns></returns>
public static T InitializeFrom <T>(this IOrganizationService service, EntityReference parentEntity, TargetFieldType targetFieldType = TargetFieldType.All) where T : Entity
{
var initialize = new InitializeFromRequest
{
TargetEntityName = EntityHelper.GetEntityLogicalName <T>(),
EntityMoniker = parentEntity,
TargetFieldType = targetFieldType
};
var initialized = (InitializeFromResponse)service.Execute(initialize);
return(initialized.Entity.AsEntity <T>());
}
public void CreateCopiesOfApprovedRights(IOrganizationService service, EntityCollection QueryResults, List <Tuple <string, string> > FieldsToCopy, EntityReference CallingRecordReference, string TargetEntityName, string[] altKeyGen)
{
foreach (var record in QueryResults.Entities)
{
// initialize request - to make sure it inherits the correct mappings from CRM.
var request = new InitializeFromRequest()
{
EntityMoniker = CallingRecordReference,
TargetEntityName = TargetEntityName
};
var response = (InitializeFromResponse)service.Execute(request);
// get entity from the response
Entity newRecord = response.Entity;
// copy values from master record
// t1 = dataType, t2 = logicalname
foreach (var field in FieldsToCopy)
{
switch (field.Item1)
{
case "Bool":
newRecord[field.Item2] = record.GetAttributeValue <bool>(field.Item2);
break;
case "EntityReference":
var checkValue = record.GetAttributeValue <EntityReference>(field.Item2) == null ? false : true;
if (checkValue)
{
newRecord[field.Item2] = new EntityReference(record.GetAttributeValue <EntityReference>(field.Item2).LogicalName, record.GetAttributeValue <EntityReference>(field.Item2).Id);
}
break;
default:
break;
}
}
// take the id from the master and insert into lookupfield on child
newRecord["sdu_masterrecord"] = new EntityReference(TargetEntityName, record.Id);
newRecord["sdu_alternatekey"] = GenerateAlternateKey(service, newRecord, "sdu_brugeradministrationsndring", altKeyGen);
//newRecord["sdu_omkostningssted"] = new EntityReference("sdu_bruger", record.GetAttributeValue<EntityReference>("sdu_omkostningssted").Id);
var createdEntity = service.Create(newRecord);
}
}
/// <summary>
/// Creates a table row from another table row using standard columns
/// mapping
/// </summary>
/// <param name="service">Dataverse Organization service</param>
/// <param name="entityLogicalname">Logical name of the targeted table</param>
/// <param name="sourceRef">Reference to the source row</param>
/// <param name="type">Mapping columns type</param>
/// <param name="additionalColumns">Additional columns to add to the generated row</param>
/// <returns>Created row</returns>
public static Entity CreateFromInitialization(this IOrganizationService service, string entityLogicalname, EntityReference sourceRef,
TargetFieldType type, Dictionary <string, object> additionalColumns = null)
{
var request = new InitializeFromRequest
{
EntityMoniker = sourceRef,
TargetEntityName = entityLogicalname,
TargetFieldType = type
};
var response = (InitializeFromResponse)service.Execute(request);
if (additionalColumns?.Count > 0)
{
foreach (var key in additionalColumns.Keys)
{
response.Entity[key] = additionalColumns[key];
}
}
response.Entity.Id = service.Create(response.Entity);
return(response.Entity);
}
/// <summary>
/// This method first creates an account and a lead, then initializes a new
/// account from the already existing account and a new opportunity from the
/// already existing lead.
/// </summary>
/// <param name="serverConfig">Contains server connection information.</param>
/// <param name="promptforDelete">When True, the user will be prompted to delete all
/// created entities.</param>
public void Run(ServerConnection.Configuration serverConfig, bool promptforDelete)
{
try
{
// Connect to the Organization service.
// The using statement assures that the service proxy will be properly
// disposed.
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,serverConfig.Credentials, serverConfig.DeviceCredentials))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
CreateRequiredRecords();
//<snippetInitializeFrom1>
#region Initialize Account from Account
Console.WriteLine();
Console.WriteLine(" Initializing new Account from the initial Account");
// Create the request object
InitializeFromRequest initialize = new InitializeFromRequest();
// Set the properties of the request object
initialize.TargetEntityName = Account.EntityLogicalName.ToString();
// Create the EntityMoniker
initialize.EntityMoniker = _initialAccount.ToEntityReference();
// Execute the request
InitializeFromResponse initialized =
(InitializeFromResponse)_serviceProxy.Execute(initialize);
if (initialized.Entity != null)
Console.WriteLine(" New Account initialized successfully");
Console.WriteLine();
#endregion
#region Initialize Opportunity from Lead
Console.WriteLine(" Initializing an Opportunity from the initial Lead");
// Create the request object
initialize.TargetEntityName = Opportunity.EntityLogicalName.ToString();
// Create the EntityMoniker
initialize.EntityMoniker = _initialLead.ToEntityReference();
// Execute the request
initialized =
(InitializeFromResponse)_serviceProxy.Execute(initialize);
if (initialized.Entity != null &&
initialized.Entity.LogicalName == Opportunity.EntityLogicalName)
{
var opportunity = (Opportunity)initialized.Entity;
Console.WriteLine(" New Opportunity initialized successfully (Name={0})",
opportunity.Name);
}
#endregion
//</snippetInitializeFrom1>
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>
/// Auto Map all values that are the same and properties that are of the same type as the Source Entity
/// </summary>
/// <param name="request">The request.</param>
/// <returns></returns>
private InitializeFromResponse ExecuteInternal(InitializeFromRequest request)
{
var entity = new Entity(request.TargetEntityName);
InitializeFromLogic.GetPropertiesByAttributeWithMatchingRelationships(GetType(request.TargetEntityName),
request.EntityMoniker.LogicalName,
out Dictionary <string, PropertyInfo> propertiesByAttribute,
out List <string> relationshipProperties);
var prefixlessKeys = propertiesByAttribute.Keys
.Where(k => k.Contains("_"))
.Select(k => new
{
PrefixlessName = k.SubstringByString("_"),
AttributeName = k
})
.ToDictionaryList(k => k.PrefixlessName, k => k.AttributeName);
var source = Retrieve(request.EntityMoniker.LogicalName, request.EntityMoniker.Id, new ColumnSet(true));
InitializeFromLogic.RemoveInvalidAttributes(source, request.TargetFieldType);
foreach (var kvp in source.Attributes.Select(v => new
{
v.Key,
v.Value,
NameMatching = InitializeFromLogic.GetAttributeNameMatching(v.Key, propertiesByAttribute, prefixlessKeys)
})
.Where(v => v.NameMatching != InitializeFromLogic.AttributeNameMatching.None)
.OrderBy(v => v.NameMatching))
{
var sourceKey = kvp.Key.Contains("_") &&
(kvp.NameMatching == InitializeFromLogic.AttributeNameMatching.PrefixlessSourceToDestination ||
kvp.NameMatching == InitializeFromLogic.AttributeNameMatching.PrefixlessSourceToPrefixlessDestionation)
? kvp.Key.SubstringByString("_")
: kvp.Key;
switch (kvp.NameMatching)
{
case InitializeFromLogic.AttributeNameMatching.Exact:
case InitializeFromLogic.AttributeNameMatching.PrefixlessSourceToDestination:
if (!entity.Attributes.ContainsKey(sourceKey))
{
entity[sourceKey] = kvp.Value;
} // else it has already been set by a better match, skip
break;
case InitializeFromLogic.AttributeNameMatching.SourceToPrefixlessDestination:
case InitializeFromLogic.AttributeNameMatching.PrefixlessSourceToPrefixlessDestionation:
foreach (var destinationKey in prefixlessKeys[sourceKey])
{
if (!entity.Attributes.ContainsKey(destinationKey))
{
entity[destinationKey] = kvp.Value;
} // else it has already been set by a better match, skip
}
break;
}
}
foreach (var relationship in relationshipProperties)
{
entity[relationship] = request.EntityMoniker;
}
return(new InitializeFromResponse
{
["Entity"] = entity
});
}
private static EntityReference BusinessLogic(CodeActivityContext executionContext, EntityReference lead)
{
ITracingService tracingService = executionContext.GetExtension <ITracingService>();
var returnedReference = new EntityReference();
try
{
//Create the context
IWorkflowContext context = executionContext.GetExtension <IWorkflowContext>();
IOrganizationServiceFactory serviceFactory =
executionContext.GetExtension <IOrganizationServiceFactory>();
IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);
#region License Validation
OrganizationRequest Req = new OrganizationRequest("hdn_ValidateLicense");
Req["ProductName"] = "BareBonesSalesCore"; //pass in the Solution Name
OrganizationResponse Response = service.Execute(Req);
if (Response.Results.ContainsKey("IsValid") && Response.Results["IsValid"].ToString() != "True")
{
var errorText = "The license for Bare Bones Sales Core is invalid. ";
if (Response.Results.Contains("ErrorMessage"))
{
errorText = errorText + Response.Results["ErrorMessage"];
}
throw new InvalidPluginExecutionException(errorText);
}
#endregion
// pull the input parameters
var leadDetails = service.Retrieve(lead.LogicalName, lead.Id, new ColumnSet("hdn_email", "hdn_lastname", "hdn_website", "hdn_company", "hdn_topic", "hdn_description"));
if (leadDetails != null)
{
var contactId = new EntityReference("contact");
if (leadDetails.Contains("hdn_email"))
{
var query2 = new QueryExpression("contact");
query2.ColumnSet = new ColumnSet("emailaddress1");
query2.Criteria.AddFilter(LogicalOperator.And);
query2.Criteria.AddCondition("emailaddress1", ConditionOperator.Equal, leadDetails.GetAttributeValue <string>("hdn_email"));
var contacts = service.RetrieveMultiple(query2);
if (contacts.Entities.Count > 0)
{
contactId.Id = contacts.Entities[0].Id;
}
}
if (contactId.Id == new Guid())
{
tracingService.Trace("creating lead");
if (leadDetails.Contains("hdn_lastname"))
{
var initialize = new InitializeFromRequest();
initialize.TargetEntityName = "contact";
initialize.EntityMoniker = lead;
// Execute the request
var initialized =
(InitializeFromResponse)service.Execute(initialize);
if (initialized.Entity != null &&
initialized.Entity.LogicalName == "contact")
{
;
}
var contact = initialized.Entity;
var contactGuid = service.Create(contact);
contactId.Id = contactGuid;
}
}
var accountId = new EntityReference("account");
if (leadDetails.Contains("hdn_website"))
{
var query3 = new QueryExpression("account");
query3.ColumnSet = new ColumnSet("websiteurl");
query3.Criteria.AddFilter(LogicalOperator.And);
query3.Criteria.AddCondition("websiteurl", ConditionOperator.Equal, leadDetails.GetAttributeValue <string>("hdn_website"));
var accounts = service.RetrieveMultiple(query3);
if (accounts.Entities.Count > 0)
{
accountId.Id = accounts.Entities[0].Id;
}
}
if (accountId.Id == Guid.Empty)
{
if (leadDetails.Contains("hdn_company"))
{
var initializeAccount = new InitializeFromRequest();
initializeAccount.TargetEntityName = "account";
initializeAccount.EntityMoniker = lead;
// Execute the request
var initializedAccount =
(InitializeFromResponse)service.Execute(initializeAccount);
if (initializedAccount.Entity != null &&
initializedAccount.Entity.LogicalName == "account")
{
;
}
var account = initializedAccount.Entity;
if (contactId.Id != Guid.Empty)
{
account["primarycontactid"] = contactId;
}
var accountGuid = service.Create(account);
accountId.Id = accountGuid;
}
}
var initializeOpp = new InitializeFromRequest();
initializeOpp.TargetEntityName = "hdn_opportunity";
initializeOpp.EntityMoniker = lead;
// Execute the request
var initializedOpp =
(InitializeFromResponse)service.Execute(initializeOpp);
if (initializedOpp.Entity != null &&
initializedOpp.Entity.LogicalName == "hdn_opportunity")
{
var newEntity = initializedOpp.Entity;
if (accountId.Id != Guid.Empty)
{
newEntity.Attributes["hdn_customer"] = accountId;
}
else
{
if (contactId.Id != Guid.Empty)
{
newEntity.Attributes["hdn_customer"] = contactId;
}
}
if (contactId.Id != Guid.Empty)
{
newEntity.Attributes["hdn_contact"] = contactId;
}
//newEntity.Attributes["hdn_topic"] = leadDetails.GetAttributeValue<string>("hdn_topic");
var guid = service.Create(newEntity);
//finally with the opportunity created lets qualify the lead
var updateLead = new Entity(lead.LogicalName, lead.Id);
updateLead.Attributes.Add("statuscode", new OptionSetValue(752240000));
updateLead.Attributes.Add("statecode", new OptionSetValue(1));
service.Update(updateLead);
return(new EntityReference("hdn_opportunity", guid));
}
}
}
catch (InvalidPluginExecutionException ex)
{
throw;
}
catch (Exception ex)
{
tracingService.Trace(ex.Message);
tracingService.Trace(ex.StackTrace);
throw;
}
return(returnedReference);
}
[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
Console.WriteLine();
Console.WriteLine(" Initializing new Account from the initial Account");
// Create the request object
var initialize = new InitializeFromRequest();
// Set the properties of the request object
initialize.TargetEntityName = Account.EntityLogicalName.ToString();
// Create the EntityMoniker
initialize.EntityMoniker = _initialAccount.ToEntityReference();
// Execute the request
InitializeFromResponse initialized =
(InitializeFromResponse)service.Execute(initialize);
if (initialized.Entity != null)
{
Console.WriteLine(" New Account initialized successfully");
}
Console.WriteLine();
Console.WriteLine(" Initializing an Opportunity from the initial Lead");
// Create the request object
initialize.TargetEntityName = Opportunity.EntityLogicalName.ToString();
// Create the EntityMoniker
initialize.EntityMoniker = _initialLead.ToEntityReference();
// Execute the request
initialized =
(InitializeFromResponse)service.Execute(initialize);
if (initialized.Entity != null &&
initialized.Entity.LogicalName == Opportunity.EntityLogicalName)
{
var opportunity = (Opportunity)initialized.Entity;
Console.WriteLine(" New Opportunity initialized successfully (Name={0})",
opportunity.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();
}
}
/// <summary>
/// This method first creates an account and a lead, then initializes a new
/// account from the already existing account and a new opportunity from the
/// already existing lead.
/// </summary>
/// <param name="serverConfig">Contains server connection information.</param>
/// <param name="promptforDelete">When True, the user will be prompted to delete all
/// created entities.</param>
public void Run(ServerConnection.Configuration serverConfig, bool promptforDelete)
{
try
{
// Connect to the Organization service.
// The using statement assures that the service proxy will be properly
// disposed.
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri, serverConfig.Credentials, serverConfig.DeviceCredentials))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
CreateRequiredRecords();
#region Initialize Account from Account
Console.WriteLine();
Console.WriteLine(" Initializing new Account from the initial Account");
// Create the request object
InitializeFromRequest initialize = new InitializeFromRequest();
// Set the properties of the request object
initialize.TargetEntityName = Account.EntityLogicalName.ToString();
// Create the EntityMoniker
initialize.EntityMoniker = _initialAccount.ToEntityReference();
// Execute the request
InitializeFromResponse initialized =
(InitializeFromResponse)_serviceProxy.Execute(initialize);
if (initialized.Entity != null)
{
Console.WriteLine(" New Account initialized successfully");
}
Console.WriteLine();
#endregion
#region Initialize Opportunity from Lead
Console.WriteLine(" Initializing an Opportunity from the initial Lead");
// Create the request object
initialize.TargetEntityName = Opportunity.EntityLogicalName.ToString();
// Create the EntityMoniker
initialize.EntityMoniker = _initialLead.ToEntityReference();
// Execute the request
initialized =
(InitializeFromResponse)_serviceProxy.Execute(initialize);
if (initialized.Entity != null & amp; &
initialized.Entity.LogicalName == Opportunity.EntityLogicalName)
{
var opportunity = (Opportunity)initialized.Entity;
Console.WriteLine(" New Opportunity initialized successfully (Name={0})",
opportunity.Name);
}
#endregion
DeleteRequiredRecords(promptforDelete);
}
}
// Catch any service fault exceptions that Microsoft Dynamics CRM throws.
catch (FaultException <Microsoft.Xrm.Sdk.OrganizationServiceFault> )
{
// You can handle an exception here or pass it back to the calling method.
throw;
}
}
