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| # | Location | File | Last Modified |
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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\Goals | OverrideGoalTotalCount.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 OverrideGo alTotalCou nt> | |||||
| 17 | using Syst em; | |||||
| 18 | using Syst em.Service Model; | |||||
| 19 | using Syst em.Collect ions.Gener ic; | |||||
| 20 | ||||||
| 21 | // These n amespaces are found in the Mic rosoft.Xrm .Sdk.dll a ssembly | |||||
| 22 | // located in the SD K\bin fold er of the SDK downlo ad. | |||||
| 23 | using Micr osoft.Xrm. Sdk; | |||||
| 24 | using Micr osoft.Xrm. Sdk.Query; | |||||
| 25 | using Micr osoft.Xrm. Sdk.Client ; | |||||
| 26 | using Micr osoft.Xrm. Sdk.Messag es; | |||||
| 27 | ||||||
| 28 | // This na mespace is found in Microsoft. Crm.Sdk.Pr oxy.dll as sembly | |||||
| 29 | // found i n the SDK\ bin folder . | |||||
| 30 | using Micr osoft.Crm. Sdk.Messag es; | |||||
| 31 | ||||||
| 32 | namespace Microsoft. Crm.Sdk.Sa mples | |||||
| 33 | { | |||||
| 34 | /// <s ummary> | |||||
| 35 | /// De monstrates how to ov erride the goal tota l count an d close a goal.</sum mary> | |||||
| 36 | /// <r emarks> | |||||
| 37 | /// At run-time, you will be given t he option to delete all the | |||||
| 38 | /// da tabase rec ords creat ed by this program.< /remarks> | |||||
| 39 | public class Ove rrideGoalT otalCount | |||||
| 40 | { | |||||
| 41 | #r egion Clas s Level Me mbers | |||||
| 42 | ||||||
| 43 | pr ivate Guid _metricId ; | |||||
| 44 | pr ivate Guid _actualId ; | |||||
| 45 | pr ivate Guid _inprogre ssId; | |||||
| 46 | pr ivate Guid _goalId; | |||||
| 47 | pr ivate Guid _accountI d; | |||||
| 48 | pr ivate Guid _salesMan agerId; | |||||
| 49 | pr ivate Guid _phoneCal lId; | |||||
| 50 | pr ivate Guid _phoneCal l2Id; | |||||
| 51 | pr ivate List <Guid> _ro llupQueryI ds = new L ist<Guid>( ); | |||||
| 52 | ||||||
| 53 | pr ivate Orga nizationSe rviceProxy _serviceP roxy; | |||||
| 54 | ||||||
| 55 | #e ndregion C lass Level Members | |||||
| 56 | ||||||
| 57 | #r egion How To Sample Code | |||||
| 58 | // / <summary > | |||||
| 59 | // / This met hod first connects t o the Orga nization s ervice. Af terwards, | |||||
| 60 | // / a goal i s created specifying the targe t count. T he goal is then | |||||
| 61 | // / rolled u p, the act ual and in -progress values are overridde n and fina lly the | |||||
| 62 | // / goal is closed. | |||||
| 63 | // / </summar y> | |||||
| 64 | // / <param n ame="serve rConfig">C ontains se rver conne ction info rmation.</ param> | |||||
| 65 | // / <param n ame="promp tforDelete ">When Tru e, the use r will be prompted t o delete a ll | |||||
| 66 | // / created entities.< /param> | |||||
| 67 | pu blic void Run(Server Connection .Configura tion serve rConfig, b ool prompt forDelete) | |||||
| 68 | { | |||||
| 69 | try | |||||
| 70 | { | |||||
| 71 | //<s nippetOver rideGoalTo talCount1> | |||||
| 72 | // C onnect to the Organi zation ser vice. | |||||
| 73 | // T he using s tatement a ssures tha t the serv ice proxy will be pr operly dis posed. | |||||
| 74 | usin g (_servic eProxy = n ew Organiz ationServi ceProxy(se rverConfig .Organizat ionUri, se rverConfig .HomeRealm Uri,server Config.Cre dentials, serverConf ig.DeviceC redentials )) | |||||
| 75 | { | |||||
| 76 | // This st atement is required to enable early-boun d type sup port. | |||||
| 77 | _servicePr oxy.Enable ProxyTypes (); | |||||
| 78 | ||||||
| 79 | CreateRequ iredRecord s(); | |||||
| 80 | ||||||
| 81 | // Create the count metric, se tting the Metric Typ e to 'Coun t' by | |||||
| 82 | // setting IsAmount to false. | |||||
| 83 | Metric sam pleMetric = new Metr ic() | |||||
| 84 | { | |||||
| 85 | Name = "Sample C ount Metri c", | |||||
| 86 | IsAmou nt = false , | |||||
| 87 | }; | |||||
| 88 | _metricId = _service Proxy.Crea te(sampleM etric); | |||||
| 89 | sampleMetr ic.Id = _m etricId; | |||||
| 90 | ||||||
| 91 | Console.Wr ite("Creat ed phone c all metric , "); | |||||
| 92 | ||||||
| 93 | #region Cr eate Rollu pFields | |||||
| 94 | ||||||
| 95 | // Create RollupFiel d which ta rgets comp leted (rec eived) pho ne calls. | |||||
| 96 | RollupFiel d actual = new Rollu pField() | |||||
| 97 | { | |||||
| 98 | Source Entity = P honeCall.E ntityLogic alName, | |||||
| 99 | GoalAt tribute = "actualint eger", | |||||
| 100 | Source State = 1, | |||||
| 101 | Source Status = 4 , | |||||
| 102 | Entity ForDateAtt ribute = P honeCall.E ntityLogic alName, | |||||
| 103 | DateAt tribute = "actualend ", | |||||
| 104 | Metric Id = sampl eMetric.To EntityRefe rence() | |||||
| 105 | }; | |||||
| 106 | _actualId = _service Proxy.Crea te(actual) ; | |||||
| 107 | ||||||
| 108 | Console.Wr ite("creat ed actual revenue Ro llupField, "); | |||||
| 109 | ||||||
| 110 | // Create RollupFiel d which ta rgets open (in-progr ess) phone calls. | |||||
| 111 | RollupFiel d inprogre ss = new R ollupField () | |||||
| 112 | { | |||||
| 113 | Source Entity = P honeCall.E ntityLogic alName, | |||||
| 114 | GoalAt tribute = "inprogres sinteger", | |||||
| 115 | Source State = 0, | |||||
| 116 | Entity ForDateAtt ribute = P honeCall.E ntityLogic alName, | |||||
| 117 | DateAt tribute = "createdon ", | |||||
| 118 | Metric Id = sampl eMetric.To EntityRefe rence() | |||||
| 119 | }; | |||||
| 120 | _inprogres sId = _ser viceProxy. Create(inp rogress); | |||||
| 121 | ||||||
| 122 | Console.Wr ite("creat ed in-prog ress reven ue RollupF ield, "); | |||||
| 123 | ||||||
| 124 | #endregion | |||||
| 125 | ||||||
| 126 | #region Cr eate the g oal rollup queries | |||||
| 127 | ||||||
| 128 | // Note: F ormatting the FetchX ml onto mu ltiple lin es in the following | |||||
| 129 | // rollup queries ca uses the l ength prop erty to be greater t han 1,000 | |||||
| 130 | // chars a nd will ca use an exc eption. | |||||
| 131 | ||||||
| 132 | // The fol lowing que ry locates closed in coming pho ne calls. | |||||
| 133 | GoalRollup Query goal RollupQuer y = new Go alRollupQu ery() | |||||
| 134 | { | |||||
| 135 | Name = "Example Goal Rollu p Query - Actual", | |||||
| 136 | QueryE ntityType = PhoneCal l.EntityLo gicalName, | |||||
| 137 | FetchX ml = @"<fe tch versio n='1.0' ou tput-forma t='xml-pla tform' map ping='logi cal' disti nct='false '><entity name='phon ecall'><at tribute na me='subjec t'/><attri bute name= 'statecode '/><attrib ute name=' priorityco de'/><attr ibute name ='schedule dend'/><at tribute na me='create dby'/><att ribute nam e='regardi ngobjectid '/><attrib ute name=' activityid '/><order attribute= 'subject' descending ='false'/> <filter ty pe='and'>< condition attribute= 'direction code' oper ator='eq' value='0'/ ><conditio n attribut e='stateco de' operat or='eq' va lue='1' /> </filter>< /entity></ fetch>" | |||||
| 138 | }; | |||||
| 139 | _rollupQue ryIds.Add( _servicePr oxy.Create (goalRollu pQuery)); | |||||
| 140 | goalRollup Query.Id = _rollupQu eryIds[0]; | |||||
| 141 | ||||||
| 142 | // The fol lowing que ry locates open inco ming phone calls. | |||||
| 143 | GoalRollup Query inPr ogressGoal RollupQuer y = new Go alRollupQu ery() | |||||
| 144 | { | |||||
| 145 | Name = "Example Goal Rollu p Query - InProgress ", | |||||
| 146 | QueryE ntityType = PhoneCal l.EntityLo gicalName, | |||||
| 147 | FetchX ml = @"<fe tch versio n='1.0' ou tput-forma t='xml-pla tform' map ping='logi cal' disti nct='false '><entity name='phon ecall'><at tribute na me='subjec t'/><attri bute name= 'statecode '/><attrib ute name=' priorityco de'/><attr ibute name ='schedule dend'/><at tribute na me='create dby'/><att ribute nam e='regardi ngobjectid '/><attrib ute name=' activityid '/><order attribute= 'subject' descending ='false'/> <filter ty pe='and'>< condition attribute= 'direction code' oper ator='eq' value='0'/ ><conditio n attribut e='stateco de' operat or='eq' va lue='0' /> </filter>< /entity></ fetch>" | |||||
| 148 | }; | |||||
| 149 | _rollupQue ryIds.Add( _servicePr oxy.Create (inProgres sGoalRollu pQuery)); | |||||
| 150 | inProgress GoalRollup Query.Id = _rollupQu eryIds[1]; | |||||
| 151 | ||||||
| 152 | Console.Wr ite("creat ed rollup queries fo r incoming phone cal ls.\n"); | |||||
| 153 | Console.Wr iteLine(); | |||||
| 154 | ||||||
| 155 | #endregion | |||||
| 156 | ||||||
| 157 | #region Cr eate a goa l to track the open incoming p hone calls . | |||||
| 158 | ||||||
| 159 | // Create the goal. | |||||
| 160 | Goal goal = new Goal () | |||||
| 161 | { | |||||
| 162 | Title = "Sample Goal", | |||||
| 163 | Rollup OnlyFromCh ildGoals = false, | |||||
| 164 | Consid erOnlyGoal OwnersReco rds = fals e, | |||||
| 165 | Target Integer = 5, | |||||
| 166 | Rollup QueryActua lIntegerId = goalRol lupQuery.T oEntityRef erence(), | |||||
| 167 | RollUp QueryInpro gressInteg erId = | |||||
| 168 | in ProgressGo alRollupQu ery.ToEnti tyReferenc e(), | |||||
| 169 | IsFisc alPeriodGo al = false , | |||||
| 170 | Metric Id = sampl eMetric.To EntityRefe rence(), | |||||
| 171 | GoalOw nerId = ne w EntityRe ference | |||||
| 172 | { | |||||
| 173 | Id = _salesM anagerId, | |||||
| 174 | Lo gicalName = SystemUs er.EntityL ogicalName | |||||
| 175 | }, | |||||
| 176 | OwnerI d = new En tityRefere nce | |||||
| 177 | { | |||||
| 178 | Id = _salesM anagerId, | |||||
| 179 | Lo gicalName = SystemUs er.EntityL ogicalName | |||||
| 180 | }, | |||||
| 181 | GoalSt artDate = DateTime.T oday.AddDa ys(-1), | |||||
| 182 | GoalEn dDate = Da teTime.Tod ay.AddDays (30) | |||||
| 183 | }; | |||||
| 184 | _goalId = _servicePr oxy.Create (goal); | |||||
| 185 | goal.Id = _goalId; | |||||
| 186 | ||||||
| 187 | Console.Wr iteLine("C reated goa l"); | |||||
| 188 | Console.Wr iteLine("- ---------- --------") ; | |||||
| 189 | Console.Wr iteLine("T arget: {0} ", goal.Ta rgetIntege r.Value); | |||||
| 190 | Console.Wr iteLine("G oal owner: {0}", goa l.GoalOwne rId.Id); | |||||
| 191 | Console.Wr iteLine("G oal Start Date: {0}" , goal.Goa lStartDate ); | |||||
| 192 | Console.Wr iteLine("G oal End Da te: {0}", goal.GoalE ndDate); | |||||
| 193 | Console.Wr iteLine("< End of Lis ting>"); | |||||
| 194 | Console.Wr iteLine(); | |||||
| 195 | ||||||
| 196 | #endregion | |||||
| 197 | ||||||
| 198 | #region Ca lculate ro llup and d isplay res ult | |||||
| 199 | ||||||
| 200 | // Calcula te roll-up of the go al. | |||||
| 201 | Recalculat eRequest r ecalculate Request = new Recalc ulateReque st() | |||||
| 202 | { | |||||
| 203 | Target = goal.To EntityRefe rence() | |||||
| 204 | }; | |||||
| 205 | _servicePr oxy.Execut e(recalcul ateRequest ); | |||||
| 206 | ||||||
| 207 | Console.Wr iteLine("C alculated roll-up of goal."); | |||||
| 208 | Console.Wr iteLine(); | |||||
| 209 | ||||||
| 210 | // Retriev e and repo rt 3 diffe rent compu ted values for the g oal | |||||
| 211 | // - Perce ntage | |||||
| 212 | // - Actua l (Integer ) | |||||
| 213 | // - In-Pr ogress (In teger) | |||||
| 214 | QueryExpre ssion retr ieveValues = new Que ryExpressi on() | |||||
| 215 | { | |||||
| 216 | Entity Name = Goa l.EntityLo gicalName, | |||||
| 217 | Column Set = new ColumnSet( | |||||
| 218 | "t itle", | |||||
| 219 | "p ercentage" , | |||||
| 220 | "a ctualinteg er", | |||||
| 221 | "i nprogressi nteger") | |||||
| 222 | }; | |||||
| 223 | EntityColl ection ec = _service Proxy.Retr ieveMultip le(retriev eValues); | |||||
| 224 | ||||||
| 225 | // Compute and displ ay the res ults. | |||||
| 226 | for (int i = 0; i < ec.Entitie s.Count; i ++) | |||||
| 227 | { | |||||
| 228 | Goal t emp = (Goa l)ec.Entit ies[i]; | |||||
| 229 | Consol e.WriteLin e("Roll-up details f or goal: { 0}", temp. Title); | |||||
| 230 | Consol e.WriteLin e("------- --------") ; | |||||
| 231 | Consol e.WriteLin e("Percent age Achiev ed: {0}", | |||||
| 232 | te mp.Percent age); | |||||
| 233 | Consol e.WriteLin e("Actual (Integer): {0}", | |||||
| 234 | te mp.ActualI nteger.Val ue); | |||||
| 235 | Consol e.WriteLin e("In-Prog ress (Inte ger): {0}" , | |||||
| 236 | te mp.InProgr essInteger .Value); | |||||
| 237 | Consol e.WriteLin e("<End of Listing>" ); | |||||
| 238 | } | |||||
| 239 | ||||||
| 240 | Console.Wr iteLine(); | |||||
| 241 | ||||||
| 242 | #endregion | |||||
| 243 | ||||||
| 244 | #region Up date goal to overrid e the actu al rollup value | |||||
| 245 | ||||||
| 246 | // Overrid e the actu al and in- progress v alues of t he goal. | |||||
| 247 | // To prev ent rollup values to be overwr itten duri ng next Re calculate operation, | |||||
| 248 | // set: go al.IsOverr idden = tr ue; | |||||
| 249 | ||||||
| 250 | goal.IsOve rride = tr ue; | |||||
| 251 | goal.Actua lInteger = 10; | |||||
| 252 | goal.InPro gressInteg er = 5; | |||||
| 253 | ||||||
| 254 | // Update the goal. | |||||
| 255 | UpdateRequ est update = new Upd ateRequest () | |||||
| 256 | { | |||||
| 257 | Target = goal | |||||
| 258 | }; | |||||
| 259 | _servicePr oxy.Execut e(update); | |||||
| 260 | ||||||
| 261 | Console.Wr iteLine("G oal actual and in-pr ogress val ues overri dden."); | |||||
| 262 | Console.Wr iteLine(); | |||||
| 263 | ||||||
| 264 | #endregion | |||||
| 265 | ||||||
| 266 | #region Re trieve res ult of man ual overri de | |||||
| 267 | ||||||
| 268 | // Retriev e and repo rt 3 diffe rent compu ted values for the g oal | |||||
| 269 | // - Perce ntage | |||||
| 270 | // - Actua l (Integer ) | |||||
| 271 | // - In-Pr ogress (In teger) | |||||
| 272 | retrieveVa lues = new QueryExpr ession() | |||||
| 273 | { | |||||
| 274 | Entity Name = Goa l.EntityLo gicalName, | |||||
| 275 | Column Set = new ColumnSet( | |||||
| 276 | "t itle", | |||||
| 277 | "p ercentage" , | |||||
| 278 | "a ctualinteg er", | |||||
| 279 | "i nprogressi nteger") | |||||
| 280 | }; | |||||
| 281 | ec = _serv iceProxy.R etrieveMul tiple(retr ieveValues ); | |||||
| 282 | ||||||
| 283 | // Compute and displ ay the res ults. | |||||
| 284 | for (int i = 0; i < ec.Entitie s.Count; i ++) | |||||
| 285 | { | |||||
| 286 | Goal t emp = (Goa l)ec.Entit ies[i]; | |||||
| 287 | Consol e.WriteLin e("Roll-up details f or goal: { 0}", temp. Title); | |||||
| 288 | Consol e.WriteLin e("------- --------") ; | |||||
| 289 | Consol e.WriteLin e("Percent age Achiev ed: {0}", | |||||
| 290 | te mp.Percent age); | |||||
| 291 | Consol e.WriteLin e("Actual (Integer): {0}", | |||||
| 292 | te mp.ActualI nteger.Val ue); | |||||
| 293 | Consol e.WriteLin e("In-Prog ress (Inte ger): {0}" , | |||||
| 294 | te mp.InProgr essInteger .Value); | |||||
| 295 | Consol e.WriteLin e("<End of Listing>" ); | |||||
| 296 | } | |||||
| 297 | ||||||
| 298 | Console.Wr iteLine(); | |||||
| 299 | ||||||
| 300 | #endregion | |||||
| 301 | ||||||
| 302 | #region Cl ose the go al | |||||
| 303 | ||||||
| 304 | // Close t he goal. | |||||
| 305 | SetStateRe quest clos eGoal = ne w SetState Request() | |||||
| 306 | { | |||||
| 307 | Entity Moniker = goal.ToEnt ityReferen ce(), | |||||
| 308 | State = new Opti onSetValue (1), | |||||
| 309 | Status = new Opt ionSetValu e(1) | |||||
| 310 | }; | |||||
| 311 | ||||||
| 312 | Console.Wr iteLine("G oal closed ."); | |||||
| 313 | ||||||
| 314 | #endregion | |||||
| 315 | ||||||
| 316 | DeleteRequ iredRecord s(promptfo rDelete); | |||||
| 317 | } | |||||
| 318 | //</ snippetOve rrideGoalT otalCount1 > | |||||
| 319 | } | |||||
| 320 | ||||||
| 321 | // Catch any servi ce fault e xceptions that Micro soft Dynam ics CRM th rows. | |||||
| 322 | catch (F aultExcept ion<Micros oft.Xrm.Sd k.Organiza tionServic eFault>) | |||||
| 323 | { | |||||
| 324 | // Y ou can han dle an exc eption her e or pass it back to the calli ng method. | |||||
| 325 | thro w; | |||||
| 326 | } | |||||
| 327 | } | |||||
| 328 | ||||||
| 329 | // / <summary > | |||||
| 330 | // / Creates any entity records t hat this s ample requ ires. | |||||
| 331 | // / </summar y> | |||||
| 332 | pu blic void CreateRequ iredRecord s() | |||||
| 333 | { | |||||
| 334 | ||||||
| 335 | #region Create or Retrieve t he necessa ry system users | |||||
| 336 | ||||||
| 337 | // Retri eve a sale s manager. | |||||
| 338 | _salesMa nagerId = | |||||
| 339 | Syst emUserProv ider.Retri eveMarketi ngManager( _servicePr oxy); | |||||
| 340 | ||||||
| 341 | #endregi on | |||||
| 342 | ||||||
| 343 | #region Create Pho neCall rec ord and su pporting a ccount | |||||
| 344 | ||||||
| 345 | Account newAccount = new Acc ount | |||||
| 346 | { | |||||
| 347 | Name = "Margie 's Travel" , | |||||
| 348 | Addr ess1_Posta lCode = "9 9999" | |||||
| 349 | }; | |||||
| 350 | _account Id = (_ser viceProxy. Create(new Account)); | |||||
| 351 | newAccou nt.Id = _a ccountId; | |||||
| 352 | ||||||
| 353 | // Creat e Guids fo r PhoneCal ls | |||||
| 354 | _phoneCa llId = Gui d.NewGuid( ); | |||||
| 355 | _phoneCa ll2Id = Gu id.NewGuid (); | |||||
| 356 | ||||||
| 357 | // Creat e Activity Partys for the phone calls' "F rom" field . | |||||
| 358 | Activity Party acti vityParty = new Acti vityParty( ) | |||||
| 359 | { | |||||
| 360 | Part yId = newA ccount.ToE ntityRefer ence(), | |||||
| 361 | Acti vityId = n ew EntityR eference | |||||
| 362 | { | |||||
| 363 | Id = _phon eCallId, | |||||
| 364 | LogicalNam e = PhoneC all.Entity LogicalNam e, | |||||
| 365 | }, | |||||
| 366 | Part icipationT ypeMask = new Option SetValue(9 ) | |||||
| 367 | }; | |||||
| 368 | ||||||
| 369 | Activity Party acti vityPartyC losed = ne w Activity Party() | |||||
| 370 | { | |||||
| 371 | Part yId = newA ccount.ToE ntityRefer ence(), | |||||
| 372 | Acti vityId = n ew EntityR eference | |||||
| 373 | { | |||||
| 374 | Id = _phon eCall2Id, | |||||
| 375 | LogicalNam e = PhoneC all.Entity LogicalNam e, | |||||
| 376 | }, | |||||
| 377 | Part icipationT ypeMask = new Option SetValue(9 ) | |||||
| 378 | }; | |||||
| 379 | ||||||
| 380 | // Creat e an open phone call . | |||||
| 381 | PhoneCal l phoneCal l = new Ph oneCall() | |||||
| 382 | { | |||||
| 383 | Id = _phoneCal lId, | |||||
| 384 | Subj ect = "Sam ple Phone Call", | |||||
| 385 | Dire ctionCode = false, | |||||
| 386 | To = new Activ ityParty[] { activit yParty } | |||||
| 387 | }; | |||||
| 388 | _service Proxy.Crea te(phoneCa ll); | |||||
| 389 | ||||||
| 390 | // Creat e a second phone cal l to close | |||||
| 391 | phoneCal l = new Ph oneCall() | |||||
| 392 | { | |||||
| 393 | Id = _phoneCal l2Id, | |||||
| 394 | Subj ect = "Sam ple Phone Call 2", | |||||
| 395 | Dire ctionCode = false, | |||||
| 396 | To = new Activ ityParty[] { activit yParty }, | |||||
| 397 | Actu alEnd = Da teTime.Now | |||||
| 398 | }; | |||||
| 399 | _service Proxy.Crea te(phoneCa ll); | |||||
| 400 | ||||||
| 401 | // Close the secon d phone ca ll. | |||||
| 402 | SetState Request cl osePhoneCa ll = new S etStateReq uest() | |||||
| 403 | { | |||||
| 404 | Enti tyMoniker = phoneCal l.ToEntity Reference( ), | |||||
| 405 | Stat e = new Op tionSetVal ue(1), | |||||
| 406 | Stat us = new O ptionSetVa lue(4) | |||||
| 407 | }; | |||||
| 408 | _service Proxy.Exec ute(closeP honeCall); | |||||
| 409 | ||||||
| 410 | #endregi on | |||||
| 411 | } | |||||
| 412 | ||||||
| 413 | // / <summary > | |||||
| 414 | // / Deletes any entity records t hat were c reated for this samp le. | |||||
| 415 | // / <param n ame="promp t">Indicat es whether to prompt the user | |||||
| 416 | // / to delet e the reco rds create d in this sample.</p aram> | |||||
| 417 | // / </summar y> | |||||
| 418 | pu blic void DeleteRequ iredRecord s(bool pro mpt) | |||||
| 419 | { | |||||
| 420 | // The t hree syste m users th at were cr eated by t his sample will cont inue to | |||||
| 421 | // exist on your s ystem beca use system users can not be del eted in Mi crosoft | |||||
| 422 | // Dynam ics CRM. They can o nly be ena bled or di sabled. | |||||
| 423 | ||||||
| 424 | bool toB eDeleted = true; | |||||
| 425 | ||||||
| 426 | if (prom pt) | |||||
| 427 | { | |||||
| 428 | // A sk the use r if the c reated ent ities shou ld be dele ted. | |||||
| 429 | Cons ole.Write( "\nDo you want these entity re cords dele ted? (y/n) [y]: "); | |||||
| 430 | Stri ng answer = Console. ReadLine() ; | |||||
| 431 | if ( answer.Sta rtsWith("y ") || | |||||
| 432 | answer.Sta rtsWith("Y ") || | |||||
| 433 | answer == String.Emp ty) | |||||
| 434 | { | |||||
| 435 | toBeDelete d = true; | |||||
| 436 | } | |||||
| 437 | else | |||||
| 438 | { | |||||
| 439 | toBeDelete d = false; | |||||
| 440 | } | |||||
| 441 | } | |||||
| 442 | ||||||
| 443 | if (toBe Deleted) | |||||
| 444 | { | |||||
| 445 | // D elete all records cr eated in t his sample . | |||||
| 446 | _ser viceProxy. Delete("ph onecall", _phoneCall Id); | |||||
| 447 | _ser viceProxy. Delete("ph onecall", _phoneCall 2Id); | |||||
| 448 | _ser viceProxy. Delete("go al", _goal Id); | |||||
| 449 | _ser viceProxy. Delete("go alrollupqu ery", _rol lupQueryId s[1]); | |||||
| 450 | _ser viceProxy. Delete("go alrollupqu ery", _rol lupQueryId s[0]); | |||||
| 451 | _ser viceProxy. Delete("ac count", _a ccountId); | |||||
| 452 | _ser viceProxy. Delete("ro llupfield" , _actualI d); | |||||
| 453 | _ser viceProxy. Delete("ro llupfield" , _inprogr essId); | |||||
| 454 | _ser viceProxy. Delete("me tric", _me tricId); | |||||
| 455 | ||||||
| 456 | Cons ole.WriteL ine("Entit y record(s ) have bee n deleted. "); | |||||
| 457 | } | |||||
| 458 | } | |||||
| 459 | ||||||
| 460 | #e ndregion H ow To Samp le Code | |||||
| 461 | ||||||
| 462 | #r egion Main method | |||||
| 463 | ||||||
| 464 | // / <summary > | |||||
| 465 | // / Standard Main() me thod used by most SD K samples. | |||||
| 466 | // / </summar y> | |||||
| 467 | // / <param n ame="args" ></param> | |||||
| 468 | st atic publi c void Mai n(string[] args) | |||||
| 469 | { | |||||
| 470 | try | |||||
| 471 | { | |||||
| 472 | // O btain the target org anization' s Web addr ess and cl ient logon | |||||
| 473 | // c redentials from the user. | |||||
| 474 | Serv erConnecti on serverC onnect = n ew ServerC onnection( ); | |||||
| 475 | Serv erConnecti on.Configu ration con fig = serv erConnect. GetServerC onfigurati on(); | |||||
| 476 | ||||||
| 477 | Over rideGoalTo talCount a pp = new O verrideGoa lTotalCoun t(); | |||||
| 478 | app. Run(config , true); | |||||
| 479 | } | |||||
| 480 | catch (F aultExcept ion<Micros oft.Xrm.Sd k.Organiza tionServic eFault> ex ) | |||||
| 481 | { | |||||
| 482 | Cons ole.WriteL ine("The a pplication terminate d with an error."); | |||||
| 483 | Cons ole.WriteL ine("Times tamp: {0}" , ex.Detai l.Timestam p); | |||||
| 484 | Cons ole.WriteL ine("Code: {0}", ex. Detail.Err orCode); | |||||
| 485 | Cons ole.WriteL ine("Messa ge: {0}", ex.Detail. Message); | |||||
| 486 | Cons ole.WriteL ine("Plugi n Trace: { 0}", ex.De tail.Trace Text); | |||||
| 487 | Cons ole.WriteL ine("Inner Fault: {0 }", | |||||
| 488 | null == ex .Detail.In nerFault ? "No Inner Fault" : "Has Inner Fault"); | |||||
| 489 | } | |||||
| 490 | catch (S ystem.Time outExcepti on ex) | |||||
| 491 | { | |||||
| 492 | Cons ole.WriteL ine("The a pplication terminate d with an error."); | |||||
| 493 | Cons ole.WriteL ine("Messa ge: {0}", ex.Message ); | |||||
| 494 | Cons ole.WriteL ine("Stack Trace: {0 }", ex.Sta ckTrace); | |||||
| 495 | Cons ole.WriteL ine("Inner Fault: {0 }", | |||||
| 496 | null == ex .InnerExce ption.Mess age ? "No Inner Faul t" : ex.In nerExcepti on.Message ); | |||||
| 497 | } | |||||
| 498 | catch (S ystem.Exce ption ex) | |||||
| 499 | { | |||||
| 500 | Cons ole.WriteL ine("The a pplication terminate d with an error."); | |||||
| 501 | Cons ole.WriteL ine(ex.Mes sage); | |||||
| 502 | ||||||
| 503 | // D isplay the details o f the inne r exceptio n. | |||||
| 504 | if ( ex.InnerEx ception != null) | |||||
| 505 | { | |||||
| 506 | Console.Wr iteLine(ex .InnerExce ption.Mess age); | |||||
| 507 | ||||||
| 508 | FaultExcep tion<Micro soft.Xrm.S dk.Organiz ationServi ceFault> f e = ex.Inn erExceptio n | |||||
| 509 | as Fau ltExceptio n<Microsof t.Xrm.Sdk. Organizati onServiceF ault>; | |||||
| 510 | if (fe != null) | |||||
| 511 | { | |||||
| 512 | Consol e.WriteLin e("Timesta mp: {0}", fe.Detail. Timestamp) ; | |||||
| 513 | Consol e.WriteLin e("Code: { 0}", fe.De tail.Error Code); | |||||
| 514 | Consol e.WriteLin e("Message : {0}", fe .Detail.Me ssage); | |||||
| 515 | Consol e.WriteLin e("Plugin Trace: {0} ", fe.Deta il.TraceTe xt); | |||||
| 516 | Consol e.WriteLin e("Inner F ault: {0}" , | |||||
| 517 | nu ll == fe.D etail.Inne rFault ? " No Inner F ault" : "H as Inner F ault"); | |||||
| 518 | } | |||||
| 519 | } | |||||
| 520 | } | |||||
| 521 | // Addit ional exce ptions to catch: Sec urityToken Validation Exception, ExpiredSe curityToke nException , | |||||
| 522 | // Secur ityAccessD eniedExcep tion, Mess ageSecurit yException , and Secu rityNegoti ationExcep tion. | |||||
| 523 | ||||||
| 524 | finally | |||||
| 525 | { | |||||
| 526 | Cons ole.WriteL ine("Press <Enter> t o exit."); | |||||
| 527 | Cons ole.ReadLi ne(); | |||||
| 528 | } | |||||
| 529 | } | |||||
| 530 | #e ndregion M ain method | |||||
| 531 | } | |||||
| 532 | } | |||||
| 533 | //</snippe tOverrideG oalTotalCo unt> |
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