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| 1 | C:\Araxis_Merge_Comprasion\Pub_un\BTSSS_CIF_122016.zip\BTSSS_CIF_12_20_16\clean\CRM\trunk\SDK\SampleCode\CS\BusinessDataModel\BusinessManagement | WorkingWithLeads.cs | Tue Dec 20 19:51:44 2016 UTC |
| 2 | Wed Feb 1 19:56:24 2017 UTC |
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| 1 | // ======= ========== ========== ========== ========== ========== ========== == | |||||
| 2 | // This f ile is par t of the M icrosoft D ynamics CR M SDK code samples. | |||||
| 3 | // | |||||
| 4 | // Copyri ght (C) Mi crosoft Co rporation. All righ ts reserve d. | |||||
| 5 | // | |||||
| 6 | // This s ource code is intend ed only as a supplem ent to Mic rosoft | |||||
| 7 | // Develo pment Tool s and/or o n-line doc umentation . See the se other | |||||
| 8 | // materi als for de tailed inf ormation r egarding M icrosoft c ode sample s. | |||||
| 9 | // | |||||
| 10 | // THIS C ODE AND IN FORMATION ARE PROVID ED "AS IS" WITHOUT W ARRANTY OF ANY | |||||
| 11 | // KIND, EITHER EXP RESSED OR IMPLIED, I NCLUDING B UT NOT LIM ITED TO TH E | |||||
| 12 | // IMPLIE D WARRANTI ES OF MERC HANTABILIT Y AND/OR F ITNESS FOR A | |||||
| 13 | // PARTIC ULAR PURPO SE. | |||||
| 14 | // ======= ========== ========== ========== ========== ========== ========== == | |||||
| 15 | ||||||
| 16 | //<snippet WorkingWit hLeads> | |||||
| 17 | using Syst em; | |||||
| 18 | using Syst em.Service Model; | |||||
| 19 | using Micr osoft.Crm. Sdk.Messag es; | |||||
| 20 | using Micr osoft.Xrm. Sdk; | |||||
| 21 | using Micr osoft.Xrm. Sdk.Client ; | |||||
| 22 | using Micr osoft.Xrm. Sdk.Query; | |||||
| 23 | ||||||
| 24 | namespace Microsoft. Crm.Sdk.Sa mples | |||||
| 25 | { | |||||
| 26 | public class Wor kingWithLe ads | |||||
| 27 | { | |||||
| 28 | #r egion Clas s Level Me mbers | |||||
| 29 | pr ivate Orga nizationSe rviceProxy _serviceP roxy; | |||||
| 30 | pr ivate Guid _lead1Id; | |||||
| 31 | pr ivate Guid _lead2Id; | |||||
| 32 | pr ivate Guid _accountI d; | |||||
| 33 | pr ivate Guid _leadAcco untId; | |||||
| 34 | pr ivate Guid _contactI d; | |||||
| 35 | pr ivate Guid _opportun ityId; | |||||
| 36 | #e ndregion | |||||
| 37 | ||||||
| 38 | #r egion How To Sample Code | |||||
| 39 | ||||||
| 40 | pu blic void Run(Server Connection .Configura tion serve rConfig, | |||||
| 41 | bool pro mptforDele te) | |||||
| 42 | { | |||||
| 43 | using (_ servicePro xy = new O rganizatio nServicePr oxy(server Config.Org anizationU ri, server Config.Hom eRealmUri, serverConf ig.Credent ials, serv erConfig.D eviceCrede ntials)) | |||||
| 44 | { | |||||
| 45 | // T his statem ent is req uired to e nable earl y bound ty pe support . | |||||
| 46 | _ser viceProxy. EnableProx yTypes(); | |||||
| 47 | Crea teRequired Records(); | |||||
| 48 | ||||||
| 49 | Cons ole.WriteL ine("=== C reating an d Qualifyi ng Leads = =="); | |||||
| 50 | ||||||
| 51 | // C reate two leads. | |||||
| 52 | var lead1 = ne w Lead | |||||
| 53 | { | |||||
| 54 | CompanyNam e = "A. Da tum Corpor ation", | |||||
| 55 | FirstName = "Henriet te", | |||||
| 56 | LastName = "Andersen ", | |||||
| 57 | Subject = "Sample Le ad 1" | |||||
| 58 | }; | |||||
| 59 | ||||||
| 60 | _lea d1Id = _se rviceProxy .Create(le ad1); | |||||
| 61 | Noti fyEntityCr eated(Lead .EntityLog icalName, _lead1Id); | |||||
| 62 | ||||||
| 63 | var lead2 = ne w Lead | |||||
| 64 | { | |||||
| 65 | CompanyNam e = "Adven ture Works ", | |||||
| 66 | FirstName = "Michael ", | |||||
| 67 | LastName = "Sullivan ", | |||||
| 68 | Subject = "Sample Le ad 2" | |||||
| 69 | }; | |||||
| 70 | ||||||
| 71 | _lea d2Id = _se rviceProxy .Create(le ad2); | |||||
| 72 | Noti fyEntityCr eated(Lead .EntityLog icalName, _lead2Id); | |||||
| 73 | ||||||
| 74 | //<s nippetWork ingWithLea ds1> | |||||
| 75 | // Q ualify the first lea d, creatin g an accou nt and a c ontact fro m it, but | |||||
| 76 | // n ot creatin g an oppor tunity. | |||||
| 77 | var qualifyInt oAccountCo ntactReq = new Quali fyLeadRequ est | |||||
| 78 | { | |||||
| 79 | CreateAcco unt = true , | |||||
| 80 | CreateCont act = true , | |||||
| 81 | LeadId = n ew EntityR eference(L ead.Entity LogicalNam e, _lead1I d), | |||||
| 82 | Status = n ew OptionS etValue((i nt)lead_st atuscode.Q ualified) | |||||
| 83 | }; | |||||
| 84 | ||||||
| 85 | var qualifyInt oAccountCo ntactRes = | |||||
| 86 | (QualifyLe adResponse )_serviceP roxy.Execu te(qualify IntoAccoun tContactRe q); | |||||
| 87 | Cons ole.WriteL ine(" The first lea d was qual ified."); | |||||
| 88 | //</ snippetWor kingWithLe ads1> | |||||
| 89 | fore ach (var e ntity in q ualifyInto AccountCon tactRes.Cr eatedEntit ies) | |||||
| 90 | { | |||||
| 91 | NotifyEnti tyCreated( entity.Log icalName, entity.Id) ; | |||||
| 92 | if (entity .LogicalNa me == Acco unt.Entity LogicalNam e) | |||||
| 93 | { | |||||
| 94 | _leadA ccountId = entity.Id ; | |||||
| 95 | } | |||||
| 96 | else if (e ntity.Logi calName == Contact.E ntityLogic alName) | |||||
| 97 | { | |||||
| 98 | _conta ctId = ent ity.Id; | |||||
| 99 | } | |||||
| 100 | } | |||||
| 101 | ||||||
| 102 | // R etrieve th e organiza tion's bas e currency ID for se tting the | |||||
| 103 | // t ransaction currency of the opp ortunity. | |||||
| 104 | var query = ne w QueryExp ression("o rganizatio n"); | |||||
| 105 | query. ColumnSet = new Colu mnSet("bas ecurrencyi d"); | |||||
| 106 | var re sult = _se rviceProxy .RetrieveM ultiple(qu ery); | |||||
| 107 | var cu rrencyId = (EntityRe ference)re sult.Entit ies[0]["ba securrency id"]; | |||||
| 108 | ||||||
| 109 | // Q ualify the second le ad, creati ng an oppo rtunity fr om it, and not | |||||
| 110 | // c reating an account o r a contac t. We use an existi ng account for the | |||||
| 111 | // o pportunity customer instead. | |||||
| 112 | var qualifyInt oOpportuni tyReq = ne w QualifyL eadRequest | |||||
| 113 | { | |||||
| 114 | CreateOppo rtunity = true, | |||||
| 115 | Opportunit yCurrencyI d = curren cyId, | |||||
| 116 | Opportunit yCustomerI d = new En tityRefere nce( | |||||
| 117 | Accoun t.EntityLo gicalName, | |||||
| 118 | _accou ntId), | |||||
| 119 | Status = n ew OptionS etValue((i nt)lead_st atuscode.Q ualified), | |||||
| 120 | LeadId = n ew EntityR eference(L ead.Entity LogicalNam e, _lead2I d) | |||||
| 121 | }; | |||||
| 122 | ||||||
| 123 | var qualifyInt oOpportuni tyRes = | |||||
| 124 | (QualifyLe adResponse )_serviceP roxy.Execu te(qualify IntoOpport unityReq); | |||||
| 125 | Cons ole.WriteL ine(" The second le ad was qua lified."); | |||||
| 126 | ||||||
| 127 | fore ach (var e ntity in q ualifyInto Opportunit yRes.Creat edEntities ) | |||||
| 128 | { | |||||
| 129 | NotifyEnti tyCreated( entity.Log icalName, entity.Id) ; | |||||
| 130 | if (entity .LogicalNa me == Oppo rtunity.En tityLogica lName) | |||||
| 131 | { | |||||
| 132 | _oppor tunityId = entity.Id ; | |||||
| 133 | } | |||||
| 134 | } | |||||
| 135 | ||||||
| 136 | Dele teRecords( promptforD elete); | |||||
| 137 | } | |||||
| 138 | } | |||||
| 139 | ||||||
| 140 | pr ivate void NotifyEnt ityCreated (String en tityName, Guid entit yId) | |||||
| 141 | { | |||||
| 142 | Console. WriteLine( " {0} cre ated with GUID {{{1} }}", | |||||
| 143 | enti tyName, en tityId); | |||||
| 144 | } | |||||
| 145 | ||||||
| 146 | pr ivate void CreateReq uiredRecor ds() | |||||
| 147 | { | |||||
| 148 | // Creat e an accou nt to rela te the opp ortunity t o. | |||||
| 149 | var acco unt = new Account | |||||
| 150 | { | |||||
| 151 | Name = "Litwar e, Inc.", | |||||
| 152 | Addr ess1_State OrProvince = "Colora do" | |||||
| 153 | }; | |||||
| 154 | _account Id = (_ser viceProxy. Create(acc ount)); | |||||
| 155 | } | |||||
| 156 | ||||||
| 157 | pr ivate void DeleteRec ords(bool prompt) | |||||
| 158 | { | |||||
| 159 | bool toB eDeleted = true; | |||||
| 160 | ||||||
| 161 | if (prom pt) | |||||
| 162 | { | |||||
| 163 | // A sk the use r if the c reated ent ities shou ld be dele ted. | |||||
| 164 | Cons ole.Write( "\nDo you want these entity re cords dele ted? (y/n) [y]: "); | |||||
| 165 | Stri ng answer = Console. ReadLine() ; | |||||
| 166 | if ( answer.Sta rtsWith("y ") || | |||||
| 167 | answer.Sta rtsWith("Y ") || | |||||
| 168 | answer == String.Emp ty) | |||||
| 169 | { | |||||
| 170 | toBeDelete d = true; | |||||
| 171 | } | |||||
| 172 | else | |||||
| 173 | { | |||||
| 174 | toBeDelete d = false; | |||||
| 175 | } | |||||
| 176 | } | |||||
| 177 | ||||||
| 178 | if (toBe Deleted) | |||||
| 179 | { | |||||
| 180 | // D eleting th e accounts will dele te all of their rela ted record s, and the n | |||||
| 181 | // o nly the le ads will b e left. | |||||
| 182 | _ser viceProxy. Delete(Acc ount.Entit yLogicalNa me, _accou ntId); | |||||
| 183 | _ser viceProxy. Delete(Acc ount.Entit yLogicalNa me, _leadA ccountId); | |||||
| 184 | ||||||
| 185 | _ser viceProxy. Delete(Lea d.EntityLo gicalName, _lead1Id) ; | |||||
| 186 | _ser viceProxy. Delete(Lea d.EntityLo gicalName, _lead2Id) ; | |||||
| 187 | } | |||||
| 188 | } | |||||
| 189 | ||||||
| 190 | #e ndregion H ow To Samp le Code | |||||
| 191 | ||||||
| 192 | #r egion Main method | |||||
| 193 | ||||||
| 194 | // / <summary > | |||||
| 195 | // / Standard Main() me thod used by most SD K samples. | |||||
| 196 | // / </summar y> | |||||
| 197 | // / <param n ame="args" ></param> | |||||
| 198 | st atic publi c void Mai n(string[] args) | |||||
| 199 | { | |||||
| 200 | try | |||||
| 201 | { | |||||
| 202 | // O btain the target org anization' s web addr ess and cl ient logon | |||||
| 203 | // c redentials from the user. | |||||
| 204 | Serv erConnecti on serverC onnect = n ew ServerC onnection( ); | |||||
| 205 | Serv erConnecti on.Configu ration con fig = serv erConnect. GetServerC onfigurati on(); | |||||
| 206 | ||||||
| 207 | var app = new WorkingWit hLeads(); | |||||
| 208 | app. Run(config , true); | |||||
| 209 | } | |||||
| 210 | catch (F aultExcept ion<Micros oft.Xrm.Sd k.Organiza tionServic eFault> ex ) | |||||
| 211 | { | |||||
| 212 | Cons ole.WriteL ine("The a pplication terminate d with an error."); | |||||
| 213 | Cons ole.WriteL ine("Times tamp: {0}" , ex.Detai l.Timestam p); | |||||
| 214 | Cons ole.WriteL ine("Code: {0}", ex. Detail.Err orCode); | |||||
| 215 | Cons ole.WriteL ine("Messa ge: {0}", ex.Detail. Message); | |||||
| 216 | Cons ole.WriteL ine("Plugi n Trace: { 0}", ex.De tail.Trace Text); | |||||
| 217 | Cons ole.WriteL ine("Inner Fault: {0 }", | |||||
| 218 | null == ex .Detail.In nerFault ? "No Inner Fault" : "Has Inner Fault"); | |||||
| 219 | } | |||||
| 220 | catch (S ystem.Time outExcepti on ex) | |||||
| 221 | { | |||||
| 222 | Cons ole.WriteL ine("The a pplication terminate d with an error."); | |||||
| 223 | Cons ole.WriteL ine("Messa ge: {0}", ex.Message ); | |||||
| 224 | Cons ole.WriteL ine("Stack Trace: {0 }", ex.Sta ckTrace); | |||||
| 225 | Cons ole.WriteL ine("Inner Fault: {0 }", | |||||
| 226 | null == ex .InnerExce ption.Mess age ? "No Inner Faul t" : ex.In nerExcepti on.Message ); | |||||
| 227 | } | |||||
| 228 | catch (S ystem.Exce ption ex) | |||||
| 229 | { | |||||
| 230 | Cons ole.WriteL ine("The a pplication terminate d with an error."); | |||||
| 231 | Cons ole.WriteL ine(ex.Mes sage); | |||||
| 232 | ||||||
| 233 | // D isplay the details o f the inne r exceptio n. | |||||
| 234 | if ( ex.InnerEx ception != null) | |||||
| 235 | { | |||||
| 236 | Console.Wr iteLine(ex .InnerExce ption.Mess age); | |||||
| 237 | ||||||
| 238 | FaultExcep tion<Micro soft.Xrm.S dk.Organiz ationServi ceFault> f e = ex.Inn erExceptio n | |||||
| 239 | as Fau ltExceptio n<Microsof t.Xrm.Sdk. Organizati onServiceF ault>; | |||||
| 240 | if (fe != null) | |||||
| 241 | { | |||||
| 242 | Consol e.WriteLin e("Timesta mp: {0}", fe.Detail. Timestamp) ; | |||||
| 243 | Consol e.WriteLin e("Code: { 0}", fe.De tail.Error Code); | |||||
| 244 | Consol e.WriteLin e("Message : {0}", fe .Detail.Me ssage); | |||||
| 245 | Consol e.WriteLin e("Plugin Trace: {0} ", fe.Deta il.TraceTe xt); | |||||
| 246 | Consol e.WriteLin e("Inner F ault: {0}" , | |||||
| 247 | nu ll == fe.D etail.Inne rFault ? " No Inner F ault" : "H as Inner F ault"); | |||||
| 248 | } | |||||
| 249 | } | |||||
| 250 | } | |||||
| 251 | // Addit ional exce ptions to catch: Sec urityToken Validation Exception, ExpiredSe curityToke nException , | |||||
| 252 | // Secur ityAccessD eniedExcep tion, Mess ageSecurit yException , and Secu rityNegoti ationExcep tion. | |||||
| 253 | ||||||
| 254 | finally | |||||
| 255 | { | |||||
| 256 | Cons ole.WriteL ine("Press <Enter> t o exit."); | |||||
| 257 | Cons ole.ReadLi ne(); | |||||
| 258 | } | |||||
| 259 | } | |||||
| 260 | #e ndregion M ain method | |||||
| 261 | } | |||||
| 262 | } | |||||
| 263 | //</snippe tWorkingWi thLeads> |
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