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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 | UsingQueriesToTrackGoals.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 UsingQueri esToTrackG oals> | |||||
| 17 | using Syst em; | |||||
| 18 | using Syst em.Service Model; | |||||
| 19 | ||||||
| 20 | // These n amespaces are found in the Mic rosoft.Xrm .Sdk.dll a ssembly | |||||
| 21 | // located in the SD K\bin fold er of the SDK downlo ad. | |||||
| 22 | using Micr osoft.Xrm. Sdk; | |||||
| 23 | using Micr osoft.Xrm. Sdk.Query; | |||||
| 24 | using Micr osoft.Xrm. Sdk.Client ; | |||||
| 25 | ||||||
| 26 | // This na mespace is found in Microsoft. Crm.Sdk.Pr oxy.dll as sembly | |||||
| 27 | // found i n the SDK\ bin folder . | |||||
| 28 | using Micr osoft.Crm. Sdk.Messag es; | |||||
| 29 | ||||||
| 30 | namespace Microsoft. Crm.Sdk.Sa mples | |||||
| 31 | { | |||||
| 32 | /// <s ummary> | |||||
| 33 | /// De monstrates how to us e queries to track g oals.</sum mary> | |||||
| 34 | /// <r emarks> | |||||
| 35 | /// At run-time, you will be given t he option to delete all the | |||||
| 36 | /// da tabase rec ords creat ed by this program.< /remarks> | |||||
| 37 | public class Usi ngQueriesT oTrackGoal s | |||||
| 38 | { | |||||
| 39 | #r egion Clas s Level Me mbers | |||||
| 40 | ||||||
| 41 | pr ivate Guid _salesMan agerId; | |||||
| 42 | pr ivate Guid _unitGrou pId; | |||||
| 43 | pr ivate Guid _defaultU nitId; | |||||
| 44 | pr ivate Guid _productI d; | |||||
| 45 | pr ivate Guid _priceLis tId; | |||||
| 46 | pr ivate Guid _priceLis tItemId; | |||||
| 47 | pr ivate Guid _orderDet ailId; | |||||
| 48 | pr ivate Guid _metricId ; | |||||
| 49 | pr ivate Guid _actualId ; | |||||
| 50 | pr ivate Guid _parentGo alId; | |||||
| 51 | pr ivate Guid _firstChi ldGoalId; | |||||
| 52 | pr ivate Guid _accountI d; | |||||
| 53 | pr ivate Guid _rollupQu eryId; | |||||
| 54 | pr ivate Guid _salesRep resentativ eId; | |||||
| 55 | pr ivate Guid _orderId; | |||||
| 56 | ||||||
| 57 | pr ivate Orga nizationSe rviceProxy _serviceP roxy; | |||||
| 58 | ||||||
| 59 | #e ndregion C lass Level Members | |||||
| 60 | ||||||
| 61 | #r egion How To Sample Code | |||||
| 62 | // / <summary > | |||||
| 63 | // / This met hod first connects t o the Orga nization s ervice. Af terwards, a | |||||
| 64 | // / rollup f ield and r ollup quer y are crea ted. The r ollup quer y is only | |||||
| 65 | // / associat ed with th e child go al. Then a parent go al and chi ld goal | |||||
| 66 | // / are crea ted. The g oals are b oth rolled up and th eir result s are disp layed. | |||||
| 67 | // / </summar y> | |||||
| 68 | // / <param n ame="serve rConfig">C ontains se rver conne ction info rmation.</ param> | |||||
| 69 | // / <param n ame="promp tforDelete ">When Tru e, the use r will be prompted t o delete a ll | |||||
| 70 | // / created entities.< /param> | |||||
| 71 | pu blic void Run(Server Connection .Configura tion serve rConfig, b ool prompt forDelete) | |||||
| 72 | { | |||||
| 73 | try | |||||
| 74 | { | |||||
| 75 | //<s nippetUsin gQueriesTo TrackGoals 1> | |||||
| 76 | // C onnect to the Organi zation ser vice. | |||||
| 77 | // T he using s tatement a ssures tha t the serv ice proxy will be pr operly dis posed. | |||||
| 78 | 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 )) | |||||
| 79 | { | |||||
| 80 | // This st atement is required to enable early-boun d type sup port. | |||||
| 81 | _servicePr oxy.Enable ProxyTypes (); | |||||
| 82 | ||||||
| 83 | CreateRequ iredRecord s(); | |||||
| 84 | ||||||
| 85 | // Create the revenu e metric, setting th e Amount D ata Type t o 'Money' | |||||
| 86 | // and the Metric Ty pe to 'Amo unt'. | |||||
| 87 | Metric sam pleMetric = new Metr ic() | |||||
| 88 | { | |||||
| 89 | Name = "Sample R evenue Met ric", | |||||
| 90 | Amount DataType = new Optio nSetValue( 0), | |||||
| 91 | IsAmou nt = true, | |||||
| 92 | }; | |||||
| 93 | _metricId = _service Proxy.Crea te(sampleM etric); | |||||
| 94 | sampleMetr ic.Id = _m etricId; | |||||
| 95 | ||||||
| 96 | Console.Wr ite("Creat ed revenue metric, " ); | |||||
| 97 | ||||||
| 98 | #region Cr eate Rollu pFields | |||||
| 99 | ||||||
| 100 | // Create RollupFiel d which ta rgets the actual tot als. | |||||
| 101 | RollupFiel d actual = new Rollu pField() | |||||
| 102 | { | |||||
| 103 | Source Entity = S alesOrder. EntityLogi calName, | |||||
| 104 | Source Attribute = "totalam ount", | |||||
| 105 | GoalAt tribute = "actualmon ey", | |||||
| 106 | Source State = 1, | |||||
| 107 | Entity ForDateAtt ribute = S alesOrder. EntityLogi calName, | |||||
| 108 | DateAt tribute = "datefulfi lled", | |||||
| 109 | Metric Id = sampl eMetric.To EntityRefe rence() | |||||
| 110 | }; | |||||
| 111 | _actualId = _service Proxy.Crea te(actual) ; | |||||
| 112 | ||||||
| 113 | Console.Wr ite("creat ed actual revenue Ro llupField, "); | |||||
| 114 | ||||||
| 115 | #endregion | |||||
| 116 | ||||||
| 117 | #region Cr eate the g oal rollup query | |||||
| 118 | ||||||
| 119 | // The que ry locates sales ord ers in the first sal es | |||||
| 120 | // represe ntative's area (zip code: 6066 1) and wit h a value | |||||
| 121 | // greater than $1,0 00. | |||||
| 122 | GoalRollup Query goal RollupQuer y = new Go alRollupQu ery() | |||||
| 123 | { | |||||
| 124 | Name = "First Ex ample Goal Rollup Qu ery", | |||||
| 125 | QueryE ntityType = SalesOrd er.EntityL ogicalName , | |||||
| 126 | FetchX ml = @"<fe tch mappin g=""logica l"" versio n=""1.0""> <entity na me=""sales order""><a ttribute n ame=""cust omerid"" / ><attribut e name=""n ame"" /><a ttribute n ame=""sale sorderid"" /><attrib ute name=" "statuscod e"" /><att ribute nam e=""totala mount"" /> <order att ribute=""n ame"" /><f ilter><con dition att ribute=""t otalamount "" operato r=""gt"" v alue=""100 0"" /><con dition att ribute=""b illto_post alcode"" o perator="" eq"" value =""60661"" /></filte r></entity ></fetch>" | |||||
| 127 | }; | |||||
| 128 | _rollupQue ryId = _se rviceProxy .Create(go alRollupQu ery); | |||||
| 129 | goalRollup Query.Id = _rollupQu eryId; | |||||
| 130 | ||||||
| 131 | Console.Wr ite("creat ed rollup query."); | |||||
| 132 | Console.Wr iteLine(); | |||||
| 133 | ||||||
| 134 | #endregion | |||||
| 135 | ||||||
| 136 | #region Cr eate two g oals: one parent and one child goal | |||||
| 137 | ||||||
| 138 | // Create the parent goal. | |||||
| 139 | Goal paren tGoal = ne w Goal() | |||||
| 140 | { | |||||
| 141 | Title = "Parent Goal Examp le", | |||||
| 142 | Rollup OnlyFromCh ildGoals = true, | |||||
| 143 | Target Money = ne w Money(10 00.0M), | |||||
| 144 | IsFisc alPeriodGo al = false , | |||||
| 145 | Metric Id = sampl eMetric.To EntityRefe rence(), | |||||
| 146 | GoalOw nerId = ne w EntityRe ference | |||||
| 147 | { | |||||
| 148 | Id = _salesM anagerId, | |||||
| 149 | Lo gicalName = SystemUs er.EntityL ogicalName | |||||
| 150 | }, | |||||
| 151 | OwnerI d = new En tityRefere nce | |||||
| 152 | { | |||||
| 153 | Id = _salesM anagerId, | |||||
| 154 | Lo gicalName = SystemUs er.EntityL ogicalName | |||||
| 155 | }, | |||||
| 156 | GoalSt artDate = DateTime.T oday.AddDa ys(-1), | |||||
| 157 | GoalEn dDate = Da teTime.Tod ay.AddDays (30) | |||||
| 158 | }; | |||||
| 159 | _parentGoa lId = _ser viceProxy. Create(par entGoal); | |||||
| 160 | parentGoal .Id = _par entGoalId; | |||||
| 161 | ||||||
| 162 | Console.Wr iteLine("C reated par ent goal") ; | |||||
| 163 | Console.Wr iteLine("- ---------- --------") ; | |||||
| 164 | Console.Wr iteLine("T arget: {0} ", parentG oal.Target Money.Valu e); | |||||
| 165 | Console.Wr iteLine("G oal owner: {0}", par entGoal.Go alOwnerId. Id); | |||||
| 166 | Console.Wr iteLine("G oal Start Date: {0}" , parentGo al.GoalSta rtDate); | |||||
| 167 | Console.Wr iteLine("G oal End Da te: {0}", parentGoal .GoalEndDa te); | |||||
| 168 | Console.Wr iteLine("< End of Lis ting>"); | |||||
| 169 | Console.Wr iteLine(); | |||||
| 170 | ||||||
| 171 | // Create the child goal. | |||||
| 172 | Goal first ChildGoal = new Goal () | |||||
| 173 | { | |||||
| 174 | Title = "First C hild Goal Example", | |||||
| 175 | Consid erOnlyGoal OwnersReco rds = true , | |||||
| 176 | Target Money = ne w Money(10 00.0M), | |||||
| 177 | IsFisc alPeriodGo al = false , | |||||
| 178 | Metric Id = sampl eMetric.To EntityRefe rence(), | |||||
| 179 | Parent GoalId = p arentGoal. ToEntityRe ference(), | |||||
| 180 | GoalOw nerId = ne w EntityRe ference | |||||
| 181 | { | |||||
| 182 | Id = _salesR epresentat iveId, | |||||
| 183 | Lo gicalName = SystemUs er.EntityL ogicalName | |||||
| 184 | }, | |||||
| 185 | OwnerI d = new En tityRefere nce | |||||
| 186 | { | |||||
| 187 | Id = _salesM anagerId, | |||||
| 188 | Lo gicalName = SystemUs er.EntityL ogicalName | |||||
| 189 | }, | |||||
| 190 | RollUp QueryActua lMoneyId = goalRollu pQuery.ToE ntityRefer ence(), | |||||
| 191 | GoalSt artDate = DateTime.T oday.AddDa ys(-1), | |||||
| 192 | GoalEn dDate = Da teTime.Tod ay.AddDays (30) | |||||
| 193 | }; | |||||
| 194 | _firstChil dGoalId = _servicePr oxy.Create (firstChil dGoal); | |||||
| 195 | ||||||
| 196 | Console.Wr iteLine("F irst child goal"); | |||||
| 197 | Console.Wr iteLine("- ---------- -----"); | |||||
| 198 | Console.Wr iteLine("T arget: {0} ", firstCh ildGoal.Ta rgetMoney. Value); | |||||
| 199 | Console.Wr iteLine("G oal owner: {0}", fir stChildGoa l.GoalOwne rId.Id); | |||||
| 200 | Console.Wr iteLine("G oal Start Date: {0}" , firstChi ldGoal.Goa lStartDate ); | |||||
| 201 | Console.Wr iteLine("G oal End Da te: {0}", firstChild Goal.GoalE ndDate); | |||||
| 202 | Console.Wr iteLine("< End of Lis ting>"); | |||||
| 203 | Console.Wr iteLine(); | |||||
| 204 | ||||||
| 205 | #endregion | |||||
| 206 | ||||||
| 207 | // Calcula te roll-up of goals. | |||||
| 208 | // Note: R ecalculate can be ru n against any goal i n the tree to cause | |||||
| 209 | // a rollu p of the w hole tree. | |||||
| 210 | Recalculat eRequest r ecalculate Request = new Recalc ulateReque st() | |||||
| 211 | { | |||||
| 212 | Target = parentG oal.ToEnti tyReferenc e() | |||||
| 213 | }; | |||||
| 214 | _servicePr oxy.Execut e(recalcul ateRequest ); | |||||
| 215 | ||||||
| 216 | Console.Wr iteLine("C alculated roll-up of goals."); | |||||
| 217 | Console.Wr iteLine(); | |||||
| 218 | ||||||
| 219 | // Retriev e and repo rt 3 diffe rent compu ted values for the g oals | |||||
| 220 | // - Perce ntage | |||||
| 221 | // - Compu tedTargetA sOfTodayPe rcentageAc hieved | |||||
| 222 | // - Compu tedTargetA sOfTodayMo ney | |||||
| 223 | QueryExpre ssion retr ieveValues = new Que ryExpressi on() | |||||
| 224 | { | |||||
| 225 | Entity Name = Goa l.EntityLo gicalName, | |||||
| 226 | Column Set = new ColumnSet( | |||||
| 227 | "t itle", | |||||
| 228 | "c omputedtar getasoftod aypercenta geachieved ", | |||||
| 229 | "c omputedtar getasoftod aymoney") | |||||
| 230 | }; | |||||
| 231 | EntityColl ection ec = _service Proxy.Retr ieveMultip le(retriev eValues); | |||||
| 232 | ||||||
| 233 | // Compute and displ ay the res ults | |||||
| 234 | for (int i = 0; i < ec.Entitie s.Count; i ++) | |||||
| 235 | { | |||||
| 236 | Goal t emp = (Goa l)ec.Entit ies[i]; | |||||
| 237 | Consol e.WriteLin e("Roll-up details f or goal: { 0}", temp. Title); | |||||
| 238 | Consol e.WriteLin e("------- --------") ; | |||||
| 239 | Consol e.WriteLin e("Compute dTargetAsO fTodayPerc entageAchi eved: {0}" , | |||||
| 240 | te mp.Compute dTargetAsO fTodayPerc entageAchi eved); | |||||
| 241 | Consol e.WriteLin e("Compute dTargetAsO fTodayMone y: {0}", | |||||
| 242 | te mp.Compute dTargetAsO fTodayMone y.Value); | |||||
| 243 | Consol e.WriteLin e("<End of Listing>" ); | |||||
| 244 | } | |||||
| 245 | ||||||
| 246 | DeleteRequ iredRecord s(promptfo rDelete); | |||||
| 247 | } | |||||
| 248 | //</ snippetUsi ngQueriesT oTrackGoal s1> | |||||
| 249 | } | |||||
| 250 | ||||||
| 251 | // Catch any servi ce fault e xceptions that Micro soft Dynam ics CRM th rows. | |||||
| 252 | catch (F aultExcept ion<Micros oft.Xrm.Sd k.Organiza tionServic eFault>) | |||||
| 253 | { | |||||
| 254 | // Y ou can han dle an exc eption her e or pass it back to the calli ng method. | |||||
| 255 | thro w; | |||||
| 256 | } | |||||
| 257 | } | |||||
| 258 | ||||||
| 259 | // / <summary > | |||||
| 260 | // / Creates any entity records t hat this s ample requ ires. | |||||
| 261 | // / </summar y> | |||||
| 262 | pu blic void CreateRequ iredRecord s() | |||||
| 263 | { | |||||
| 264 | ||||||
| 265 | #region Create or Retrieve t he necessa ry system users | |||||
| 266 | ||||||
| 267 | // Retri eve the ld apPath | |||||
| 268 | String l dapPath = String.Emp ty; | |||||
| 269 | // Retri eve the sa les team - 1 sales m anager and 2 sales r epresentat ives. | |||||
| 270 | _salesMa nagerId = | |||||
| 271 | Syst emUserProv ider.Retri eveSalesMa nager(_ser viceProxy, ref ldapP ath); | |||||
| 272 | _salesRe presentati veId = | |||||
| 273 | Syst emUserProv ider.Retri eveSalespe rsons(_ser viceProxy, ref ldapP ath)[0]; | |||||
| 274 | ||||||
| 275 | #endregi on | |||||
| 276 | ||||||
| 277 | #region Create rec ords to su pport Sale sOrder rec ords | |||||
| 278 | // Creat e a unit g roup | |||||
| 279 | UoMSched ule newUni tGroup = n ew UoMSche dule | |||||
| 280 | { | |||||
| 281 | Name = "Exampl e Unit Gro up", | |||||
| 282 | Base UoMName = "Example P rimary Uni t" | |||||
| 283 | }; | |||||
| 284 | _unitGro upId = _se rviceProxy .Create(ne wUnitGroup ); | |||||
| 285 | ||||||
| 286 | // Retri eve the de fault unit id that w as automat ically cre ated | |||||
| 287 | // when we created the Unit Group | |||||
| 288 | QueryExp ression un itQuery = new QueryE xpression | |||||
| 289 | { | |||||
| 290 | Enti tyName = U oM.EntityL ogicalName , | |||||
| 291 | Colu mnSet = ne w ColumnSe t("uomid", "name"), | |||||
| 292 | Crit eria = new FilterExp ression | |||||
| 293 | { | |||||
| 294 | Conditions = | |||||
| 295 | { | |||||
| 296 | ne w Conditio nExpressio n | |||||
| 297 | { | |||||
| 298 | Attribut eName = "u omschedule id", | |||||
| 299 | Operator = Conditi onOperator .Equal, | |||||
| 300 | Values = { _unitGr oupId } | |||||
| 301 | } | |||||
| 302 | } | |||||
| 303 | }, | |||||
| 304 | Page Info = new PagingInf o | |||||
| 305 | { | |||||
| 306 | PageNumber = 1, | |||||
| 307 | Count = 1 | |||||
| 308 | } | |||||
| 309 | }; | |||||
| 310 | ||||||
| 311 | // Retri eve the un it. | |||||
| 312 | UoM unit = (UoM)_s erviceProx y.Retrieve Multiple(u nitQuery). Entities[0 ]; | |||||
| 313 | _default UnitId = u nit.UoMId. Value; | |||||
| 314 | ||||||
| 315 | // Creat e a few pr oducts | |||||
| 316 | Product newProduct = new Pro duct | |||||
| 317 | { | |||||
| 318 | Prod uctNumber = "1", | |||||
| 319 | Name = "Exampl e Product" , | |||||
| 320 | Prod uctStructu re = new O ptionSetVa lue(1), | |||||
| 321 | Quan tityDecima l = 2, | |||||
| 322 | Defa ultUoMSche duleId = | |||||
| 323 | new Entity Reference( UoMSchedul e.EntityLo gicalName, _unitGrou pId), | |||||
| 324 | Defa ultUoMId = new Entit yReference (UoM.Entit yLogicalNa me, _defau ltUnitId) | |||||
| 325 | }; | |||||
| 326 | _product Id = _serv iceProxy.C reate(newP roduct); | |||||
| 327 | newProdu ct.Id = _p roductId; | |||||
| 328 | Console. WriteLine( "Created { 0}", newPr oduct.Name ); | |||||
| 329 | ||||||
| 330 | // Creat e a price list | |||||
| 331 | PriceLev el newPric eList = ne w PriceLev el | |||||
| 332 | { | |||||
| 333 | Name = "Exampl e Price Li st" | |||||
| 334 | }; | |||||
| 335 | _priceLi stId = _se rviceProxy .Create(ne wPriceList ); | |||||
| 336 | ||||||
| 337 | // Creat e a price list item for the fi rst produc t and appl y volume d iscount | |||||
| 338 | ProductP riceLevel newPriceLi stItem = n ew Product PriceLevel | |||||
| 339 | { | |||||
| 340 | Pric eLevelId = | |||||
| 341 | new Entity Reference( PriceLevel .EntityLog icalName, _priceList Id), | |||||
| 342 | Prod uctId = | |||||
| 343 | new Entity Reference( Product.En tityLogica lName, _pr oductId), | |||||
| 344 | UoMI d = | |||||
| 345 | new Entity Reference( UoM.Entity LogicalNam e, _defaul tUnitId), | |||||
| 346 | Amou nt = new M oney(20), | |||||
| 347 | }; | |||||
| 348 | _priceLi stItemId = _serviceP roxy.Creat e(newPrice ListItem); | |||||
| 349 | ||||||
| 350 | // Publi sh the pro duct | |||||
| 351 | SetState Request pu blishReque st = new S etStateReq uest | |||||
| 352 | { | |||||
| 353 | Enti tyMoniker = new Enti tyReferenc e(Product. EntityLogi calName, _ productId) , | |||||
| 354 | Stat e = new Op tionSetVal ue((int)Pr oductState .Active), | |||||
| 355 | Stat us = new O ptionSetVa lue(1) | |||||
| 356 | }; | |||||
| 357 | _service Proxy.Exec ute(publis hRequest); | |||||
| 358 | Console. WriteLine( "Published {0}", new Product.Na me); | |||||
| 359 | ||||||
| 360 | ||||||
| 361 | // Creat e an accou nt record for the sa les order' s potentia l customer id | |||||
| 362 | Account newAccount = new Acc ount | |||||
| 363 | { | |||||
| 364 | Name = "Litwar e, Inc.", | |||||
| 365 | Addr ess1_Posta lCode = "6 0661" | |||||
| 366 | }; | |||||
| 367 | _account Id = _serv iceProxy.C reate(newA ccount); | |||||
| 368 | newAccou nt.Id = _a ccountId; | |||||
| 369 | ||||||
| 370 | #endregi on Create records to support S alesOrder | |||||
| 371 | ||||||
| 372 | #region Create Sal esOrder re cord | |||||
| 373 | ||||||
| 374 | // Creat e the sale s order. | |||||
| 375 | SalesOrd er order = new Sales Order() | |||||
| 376 | { | |||||
| 377 | Name = "Faux O rder", | |||||
| 378 | Date Fulfilled = new Date Time(2010, 8, 1), | |||||
| 379 | Pric eLevelId = | |||||
| 380 | new Entity Reference( PriceLevel .EntityLog icalName, _priceList Id), | |||||
| 381 | Cust omerId = | |||||
| 382 | new Entity Reference( Account.En tityLogica lName, _ac countId), | |||||
| 383 | Frei ghtAmount = new Mone y(20.0M) | |||||
| 384 | }; | |||||
| 385 | _orderId = _servic eProxy.Cre ate(order) ; | |||||
| 386 | order.Id = _orderI d; | |||||
| 387 | ||||||
| 388 | // Add t he product to the or der with t he price o verriden w ith a | |||||
| 389 | // negat ive value. | |||||
| 390 | SalesOrd erDetail o rderDetail = new Sal esOrderDet ail() | |||||
| 391 | { | |||||
| 392 | Prod uctId = ne wProduct.T oEntityRef erence(), | |||||
| 393 | Quan tity = 4, | |||||
| 394 | Sale sOrderId = order.ToE ntityRefer ence(), | |||||
| 395 | IsPr iceOverrid den = true , | |||||
| 396 | Pric ePerUnit = new Money (1000.0M), | |||||
| 397 | UoMI d = new En tityRefere nce(UoM.En tityLogica lName, _de faultUnitI d) | |||||
| 398 | }; | |||||
| 399 | _orderDe tailId = _ servicePro xy.Create( orderDetai l); | |||||
| 400 | ||||||
| 401 | #endregi on Create SalesOrder record | |||||
| 402 | } | |||||
| 403 | ||||||
| 404 | // / <summary > | |||||
| 405 | // / Deletes any entity records t hat were c reated for this samp le. | |||||
| 406 | // / <param n ame="promp t">Indicat es whether to prompt the user | |||||
| 407 | // / to delet e the reco rds create d in this sample.</p aram> | |||||
| 408 | // / </summar y> | |||||
| 409 | pu blic void DeleteRequ iredRecord s(bool pro mpt) | |||||
| 410 | { | |||||
| 411 | // The t hree syste m users th at were cr eated by t his sample will cont inue to | |||||
| 412 | // exist on your s ystem beca use system users can not be del eted in Mi crosoft | |||||
| 413 | // Dynam ics CRM. They can o nly be ena bled or di sabled. | |||||
| 414 | ||||||
| 415 | bool toB eDeleted = true; | |||||
| 416 | ||||||
| 417 | if (prom pt) | |||||
| 418 | { | |||||
| 419 | // A sk the use r if the c reated ent ities shou ld be dele ted. | |||||
| 420 | Cons ole.Write( "\nDo you want these entity re cords dele ted? (y/n) [y]: "); | |||||
| 421 | Stri ng answer = Console. ReadLine() ; | |||||
| 422 | if ( answer.Sta rtsWith("y ") || | |||||
| 423 | answer.Sta rtsWith("Y ") || | |||||
| 424 | answer == String.Emp ty) | |||||
| 425 | { | |||||
| 426 | toBeDelete d = true; | |||||
| 427 | } | |||||
| 428 | else | |||||
| 429 | { | |||||
| 430 | toBeDelete d = false; | |||||
| 431 | } | |||||
| 432 | } | |||||
| 433 | ||||||
| 434 | if (toBe Deleted) | |||||
| 435 | { | |||||
| 436 | // D elete all records cr eated in t his sample . | |||||
| 437 | _ser viceProxy. Delete("go al", _firs tChildGoal Id); | |||||
| 438 | _ser viceProxy. Delete("go al", _pare ntGoalId); | |||||
| 439 | _ser viceProxy. Delete("go alrollupqu ery", _rol lupQueryId ); | |||||
| 440 | _ser viceProxy. Delete("sa lesorderde tail", _or derDetailI d); | |||||
| 441 | _ser viceProxy. Delete("sa lesorder", _orderId) ; | |||||
| 442 | _ser viceProxy. Delete("ac count", _a ccountId); | |||||
| 443 | _ser viceProxy. Delete("pr oductprice level", _p riceListIt emId); | |||||
| 444 | _ser viceProxy. Delete("pr icelevel", _priceLis tId); | |||||
| 445 | _ser viceProxy. Delete("pr oduct", _p roductId); | |||||
| 446 | _ser viceProxy. Delete("uo mschedule" , _unitGro upId); | |||||
| 447 | _ser viceProxy. Delete("ro llupfield" , _actualI d); | |||||
| 448 | _ser viceProxy. Delete("me tric", _me tricId); | |||||
| 449 | ||||||
| 450 | Cons ole.WriteL ine("Entit y record(s ) have bee n deleted. "); | |||||
| 451 | } | |||||
| 452 | } | |||||
| 453 | ||||||
| 454 | #e ndregion H ow To Samp le Code | |||||
| 455 | ||||||
| 456 | #r egion Main method | |||||
| 457 | ||||||
| 458 | // / <summary > | |||||
| 459 | // / Standard Main() me thod used by most SD K samples. | |||||
| 460 | // / </summar y> | |||||
| 461 | // / <param n ame="args" ></param> | |||||
| 462 | st atic publi c void Mai n(string[] args) | |||||
| 463 | { | |||||
| 464 | try | |||||
| 465 | { | |||||
| 466 | // O btain the target org anization' s Web addr ess and cl ient logon | |||||
| 467 | // c redentials from the user. | |||||
| 468 | Serv erConnecti on serverC onnect = n ew ServerC onnection( ); | |||||
| 469 | Serv erConnecti on.Configu ration con fig = serv erConnect. GetServerC onfigurati on(); | |||||
| 470 | ||||||
| 471 | Usin gQueriesTo TrackGoals app = new UsingQuer iesToTrack Goals(); | |||||
| 472 | app. Run(config , true); | |||||
| 473 | } | |||||
| 474 | catch (F aultExcept ion<Micros oft.Xrm.Sd k.Organiza tionServic eFault> ex ) | |||||
| 475 | { | |||||
| 476 | Cons ole.WriteL ine("The a pplication terminate d with an error."); | |||||
| 477 | Cons ole.WriteL ine("Times tamp: {0}" , ex.Detai l.Timestam p); | |||||
| 478 | Cons ole.WriteL ine("Code: {0}", ex. Detail.Err orCode); | |||||
| 479 | Cons ole.WriteL ine("Messa ge: {0}", ex.Detail. Message); | |||||
| 480 | Cons ole.WriteL ine("Plugi n Trace: { 0}", ex.De tail.Trace Text); | |||||
| 481 | Cons ole.WriteL ine("Inner Fault: {0 }", | |||||
| 482 | null == ex .Detail.In nerFault ? "No Inner Fault" : "Has Inner Fault"); | |||||
| 483 | } | |||||
| 484 | catch (S ystem.Time outExcepti on ex) | |||||
| 485 | { | |||||
| 486 | Cons ole.WriteL ine("The a pplication terminate d with an error."); | |||||
| 487 | Cons ole.WriteL ine("Messa ge: {0}", ex.Message ); | |||||
| 488 | Cons ole.WriteL ine("Stack Trace: {0 }", ex.Sta ckTrace); | |||||
| 489 | Cons ole.WriteL ine("Inner Fault: {0 }", | |||||
| 490 | null == ex .InnerExce ption.Mess age ? "No Inner Faul t" : ex.In nerExcepti on.Message ); | |||||
| 491 | } | |||||
| 492 | catch (S ystem.Exce ption ex) | |||||
| 493 | { | |||||
| 494 | Cons ole.WriteL ine("The a pplication terminate d with an error."); | |||||
| 495 | Cons ole.WriteL ine(ex.Mes sage); | |||||
| 496 | ||||||
| 497 | // D isplay the details o f the inne r exceptio n. | |||||
| 498 | if ( ex.InnerEx ception != null) | |||||
| 499 | { | |||||
| 500 | Console.Wr iteLine(ex .InnerExce ption.Mess age); | |||||
| 501 | ||||||
| 502 | FaultExcep tion<Micro soft.Xrm.S dk.Organiz ationServi ceFault> f e = ex.Inn erExceptio n | |||||
| 503 | as Fau ltExceptio n<Microsof t.Xrm.Sdk. Organizati onServiceF ault>; | |||||
| 504 | if (fe != null) | |||||
| 505 | { | |||||
| 506 | Consol e.WriteLin e("Timesta mp: {0}", fe.Detail. Timestamp) ; | |||||
| 507 | Consol e.WriteLin e("Code: { 0}", fe.De tail.Error Code); | |||||
| 508 | Consol e.WriteLin e("Message : {0}", fe .Detail.Me ssage); | |||||
| 509 | Consol e.WriteLin e("Plugin Trace: {0} ", fe.Deta il.TraceTe xt); | |||||
| 510 | Consol e.WriteLin e("Inner F ault: {0}" , | |||||
| 511 | nu ll == fe.D etail.Inne rFault ? " No Inner F ault" : "H as Inner F ault"); | |||||
| 512 | } | |||||
| 513 | } | |||||
| 514 | } | |||||
| 515 | // Addit ional exce ptions to catch: Sec urityToken Validation Exception, ExpiredSe curityToke nException , | |||||
| 516 | // Secur ityAccessD eniedExcep tion, Mess ageSecurit yException , and Secu rityNegoti ationExcep tion. | |||||
| 517 | ||||||
| 518 | finally | |||||
| 519 | { | |||||
| 520 | Cons ole.WriteL ine("Press <Enter> t o exit."); | |||||
| 521 | Cons ole.ReadLi ne(); | |||||
| 522 | } | |||||
| 523 | } | |||||
| 524 | #e ndregion M ain method | |||||
| 525 | } | |||||
| 526 | } | |||||
| 527 | //</snippe tUsingQuer iesToTrack Goals> |
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