/// <summary> /// Create and configure the organization service proxy. /// Initiate the method to create any data that this sample requires. /// Create a task. /// </summary> public void Run(ServerConnection.Configuration serverConfig, bool promptforDelete) { try { //<snippetMarketingAutomation1> // 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(); Entity task = new Entity("task"); task["subject"] = "Surgery"; Guid businessstatusCodeableConceptId = SDKFunctions.GetCodeableConceptId(_serviceProxy, "General Partnership", 935000149); if (businessstatusCodeableConceptId != Guid.Empty) { task["msemr_businessstatus"] = new EntityReference("msemr_codeableconcept", businessstatusCodeableConceptId); } Guid codeCodeableConceptId = SDKFunctions.GetCodeableConceptId(_serviceProxy, "Code", 935000150); if (codeCodeableConceptId != Guid.Empty) { task["msemr_code"] = new EntityReference("msemr_codeableconcept", codeCodeableConceptId); } //Setting Context Type as Encounter task["msemr_contexttype"] = new OptionSetValue(935000000); //Encounter Guid contextencounterId = Encounter.GetEncounterId(_serviceProxy, "E23556"); if (contextencounterId != Guid.Empty) { task["msemr_contextencounter"] = new EntityReference("msemr_encounter", contextencounterId); } task["msemr_definitionuri"] = ""; task["msemr_descriptionfocus"] = ""; task["msemr_descriptionfor"] = ""; task["msemr_groupidentifier"] = ""; task["msemr_intent"] = new OptionSetValue(935000000); //Proposal //Setting performer owner type as practitioner task["msemr_performerownertype"] = new OptionSetValue(935000000); //Practitioner Guid performerownerpractitionerContacttId = SDKFunctions.GetContactId(_serviceProxy, "James Kirk"); if (performerownerpractitionerContacttId != Guid.Empty) { task["msemr_performerownerpractitioner"] = new EntityReference("contact", performerownerpractitionerContacttId); } Guid reasonCodeableConceptId = SDKFunctions.GetCodeableConceptId(_serviceProxy, "Reason", 935000154); if (reasonCodeableConceptId != Guid.Empty) { task["msemr_reason"] = new EntityReference("msemr_codeableconcept", reasonCodeableConceptId); } Guid referenceId = SDKFunctions.GetActivityDefinitionId(_serviceProxy, "Activity"); if (referenceId != Guid.Empty) { task["msemr_reference"] = new EntityReference("msemr_identifiesspecifictimeswhentheeventoccu", referenceId); } //Setting requestor agent as patient task["msemr_requesteragent"] = new OptionSetValue(935000002); //Patient Guid requesteragentpatientContactId = SDKFunctions.GetContactId(_serviceProxy, "James Kirk"); if (requesteragentpatientContactId != Guid.Empty) { task["msemr_requesteragentpatient"] = new EntityReference("contact", requesteragentpatientContactId); } Guid requesteronbehalfofAccountId = Organization.GetAccountId(_serviceProxy, "Galaxy Corp"); if (requesteronbehalfofAccountId != Guid.Empty) { task["msemr_requesteronbehalfof"] = new EntityReference("msemr_codeableconcept", requesteronbehalfofAccountId); } task["msemr_restrictionperiodstartdate"] = DateTime.Now; task["msemr_restrictionperiodenddate"] = DateTime.Now; task["msemr_restrictionrepetitions"] = 152; task["msemr_status"] = new OptionSetValue(935000000); //Draft Guid statusreasonCodeableConceptId = SDKFunctions.GetCodeableConceptId(_serviceProxy, "Status Reason", 935000155); if (statusreasonCodeableConceptId != Guid.Empty) { task["msemr_statusreason"] = new EntityReference("msemr_codeableconcept", statusreasonCodeableConceptId); } task["msemr_taskpriority"] = new OptionSetValue(935000002); //ASAP task["msemr_tasknumber"] = "T85746"; Guid taskId = _serviceProxy.Create(task); // Verify that the record has been created. if (taskId != Guid.Empty) { Console.WriteLine("Succesfully created {0}.", taskId); } } } // 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; } }