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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\QuickStart | SimplifiedConnection.cs | Tue Dec 20 19:51:42 2016 UTC |
| 2 | Wed Feb 1 19:56:54 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 Simplified Connection > | |||||
| 17 | using Syst em; | |||||
| 18 | using Syst em.Configu ration; | |||||
| 19 | using Syst em.Service Model; | |||||
| 20 | ||||||
| 21 | // These n amespaces are found in the Mic rosoft.Crm .Sdk.Proxy .dll assem bly | |||||
| 22 | // located in the SD K\bin fold er of the SDK downlo ad. | |||||
| 23 | using Micr osoft.Crm. Sdk.Messag es; | |||||
| 24 | ||||||
| 25 | // These n amespaces are found in the Mic rosoft.Xrm .Sdk.dll a ssembly | |||||
| 26 | // located in the SD K\bin fold er of the SDK downlo ad. | |||||
| 27 | using Micr osoft.Xrm. Sdk; | |||||
| 28 | using Micr osoft.Xrm. Sdk.Query; | |||||
| 29 | using Micr osoft.Xrm. Tooling.Co nnector; | |||||
| 30 | ||||||
| 31 | // These n amespaces are found in the Mic rosoft.Xrm .Client.dl l assembly | |||||
| 32 | // located in the SD K\bin fold er of the SDK downlo ad. | |||||
| 33 | using Syst em.Collect ions.Gener ic; | |||||
| 34 | ||||||
| 35 | namespace Microsoft. Crm.Sdk.Sa mples | |||||
| 36 | { | |||||
| 37 | /// <s ummary> | |||||
| 38 | /// Th is sample uses the C rmConnecti on class f ound in th e Microsof t.Xrm.Clie nt | |||||
| 39 | /// na mespace to connect t o and auth enticate w ith the or ganization web servi ce. | |||||
| 40 | /// | |||||
| 41 | /// Ne xt, the sa mple demon strates ho w to do ba sic entity operation s like cre ate, | |||||
| 42 | /// re trieve, up date, and delete.</s ummary> | |||||
| 43 | /// <r emarks> | |||||
| 44 | /// At run-time, you will be given t he option to delete all the da tabase | |||||
| 45 | /// re cords crea ted by thi s program. | |||||
| 46 | /// | |||||
| 47 | /// No helper co de from Cr mServiceHe lpers.cs i s used in this sampl e.</remark s> | |||||
| 48 | /// <s ee cref="h ttp://msdn .microsoft .com/en-us /library/g g695810.as px"/> | |||||
| 49 | public class Sim plifiedCon nection | |||||
| 50 | { | |||||
| 51 | #r egion Clas s Level Me mbers | |||||
| 52 | ||||||
| 53 | pr ivate Guid _accountI d; | |||||
| 54 | pr ivate IOrg anizationS ervice _or gService; | |||||
| 55 | ||||||
| 56 | #e ndregion C lass Level Members | |||||
| 57 | ||||||
| 58 | / // <summar y> | |||||
| 59 | // / The Run( ) method f irst conne cts to the Organizat ion servic e. Afterwa rds, | |||||
| 60 | // / basic cr eate, retr ieve, upda te, and de lete entit y operatio ns are per formed. | |||||
| 61 | // / </summar y> | |||||
| 62 | // / <param n ame="conne ctionStrin g">Provide s service connection informati on.</param > | |||||
| 63 | // / <param n ame="promp tforDelete ">When Tru e, the use r will be prompted t o delete a ll | |||||
| 64 | // / created entities.< /param> | |||||
| 65 | pu blic void Run(String connectio nString, b ool prompt forDelete) | |||||
| 66 | { | |||||
| 67 | try | |||||
| 68 | { | |||||
| 69 | // C onnect to the CRM we b service using a co nnection s tring. | |||||
| 70 | CrmS erviceClie nt conn = new Xrm.To oling.Conn ector.CrmS erviceClie nt(connect ionString) ; | |||||
| 71 | ||||||
| 72 | // C ast the pr oxy client to the IO rganizatio nService i nterface. | |||||
| 73 | _org Service = (IOrganiza tionServic e)conn.Org anizationW ebProxyCli ent != nul l ? (IOrga nizationSe rvice)conn .Organizat ionWebProx yClient : (IOrganiza tionServic e)conn.Org anizationS erviceProx y; | |||||
| 74 | ||||||
| 75 | //Cr eate any e ntity reco rds this s ample requ ires. | |||||
| 76 | Crea teRequired Records(); | |||||
| 77 | ||||||
| 78 | // O btain info rmation ab out the lo gged on us er from th e web serv ice. | |||||
| 79 | Guid userid = ((WhoAmIRe sponse)_or gService.E xecute(new WhoAmIReq uest())).U serId; | |||||
| 80 | Syst emUser sys temUser = (SystemUse r)_orgServ ice.Retrie ve("system user", use rid, | |||||
| 81 | new Column Set(new st ring[] { " firstname" , "lastnam e" })); | |||||
| 82 | Cons ole.WriteL ine("Logge d on user is {0} {1} .", system User.First Name, syst emUser.Las tName); | |||||
| 83 | ||||||
| 84 | // R etrieve th e version of Microso ft Dynamic s CRM. | |||||
| 85 | Retr ieveVersio nRequest v ersionRequ est = new RetrieveVe rsionReque st(); | |||||
| 86 | Retr ieveVersio nResponse versionRes ponse = | |||||
| 87 | (RetrieveV ersionResp onse)_orgS ervice.Exe cute(versi onRequest) ; | |||||
| 88 | Cons ole.WriteL ine("Micro soft Dynam ics CRM ve rsion {0}. ", version Response.V ersion); | |||||
| 89 | ||||||
| 90 | // I nstantiate an accoun t object. Note the u se of opti on set enu merations defined in OptionSet s.cs. | |||||
| 91 | // R efer to th e Entity M etadata to pic in the SDK docum entation t o determin e which at tributes m ust | |||||
| 92 | // b e set for each entit y. | |||||
| 93 | Acco unt accoun t = new Ac count { Na me = "Four th Coffee" }; | |||||
| 94 | acco unt.Accoun tCategoryC ode = new OptionSetV alue((int) AccountAcc ountCatego ryCode.Pre ferredCust omer); | |||||
| 95 | acco unt.Custom erTypeCode = new Opt ionSetValu e((int)Acc ountCustom erTypeCode .Investor) ; | |||||
| 96 | ||||||
| 97 | // C reate an a ccount rec ord named Fourth Cof fee. | |||||
| 98 | _acc ountId = _ orgService .Create(ac count); | |||||
| 99 | ||||||
| 100 | Cons ole.Write( "{0} {1} c reated, ", account.L ogicalName , account. Name); | |||||
| 101 | ||||||
| 102 | // R etrieve th e several attributes from the new accoun t. | |||||
| 103 | Colu mnSet cols = new Col umnSet( | |||||
| 104 | new String [] { "name ", "addres s1_postalc ode", "las tusedincam paign" }); | |||||
| 105 | ||||||
| 106 | Acco unt retrie vedAccount = (Accoun t)_orgServ ice.Retrie ve("accoun t", _accou ntId, cols ); | |||||
| 107 | Cons ole.Write( "retrieved , "); | |||||
| 108 | ||||||
| 109 | // U pdate the postal cod e attribut e. | |||||
| 110 | retr ievedAccou nt.Address 1_PostalCo de = "9805 2"; | |||||
| 111 | ||||||
| 112 | // T he address 2 postal code was s et acciden tally, so set it to null. | |||||
| 113 | retr ievedAccou nt.Address 2_PostalCo de = null; | |||||
| 114 | ||||||
| 115 | // S hows use o f a Money value. | |||||
| 116 | retr ievedAccou nt.Revenue = new Mon ey(5000000 ); | |||||
| 117 | ||||||
| 118 | // S hows use o f a Boolea n value. | |||||
| 119 | retr ievedAccou nt.CreditO nHold = fa lse; | |||||
| 120 | ||||||
| 121 | // U pdate the account re cord. | |||||
| 122 | _org Service.Up date(retri evedAccoun t); | |||||
| 123 | Cons ole.WriteL ine("and u pdated."); | |||||
| 124 | ||||||
| 125 | // D elete any entity rec ords this sample cre ated. | |||||
| 126 | Dele teRequired Records(pr omptforDel ete); | |||||
| 127 | } | |||||
| 128 | ||||||
| 129 | // Catch any servi ce fault e xceptions that Micro soft Dynam ics CRM th rows. | |||||
| 130 | catch (F aultExcept ion<Micros oft.Xrm.Sd k.Organiza tionServic eFault>) | |||||
| 131 | { | |||||
| 132 | // Y ou can han dle an exc eption her e or pass it back to the calli ng method. | |||||
| 133 | thro w; | |||||
| 134 | } | |||||
| 135 | } | |||||
| 136 | ||||||
| 137 | #r egion Publ ic Methods | |||||
| 138 | // / <summary > | |||||
| 139 | // / Creates any entity records t his sample requires. | |||||
| 140 | // / </summar y> | |||||
| 141 | pu blic void CreateRequ iredRecord s() | |||||
| 142 | { | |||||
| 143 | // For t his sample , all requ ired entit ies are cr eated in t he Run() m ethod. | |||||
| 144 | } | |||||
| 145 | ||||||
| 146 | // / <summary > | |||||
| 147 | // / Deletes any entity records t hat were c reated for this samp le. | |||||
| 148 | // / <param n ame="promp t">Indicat es whether to prompt the user | |||||
| 149 | // / to delet e the reco rds create d in this sample.</p aram> | |||||
| 150 | // / </summar y> | |||||
| 151 | pu blic void DeleteRequ iredRecord s(bool pro mpt) | |||||
| 152 | { | |||||
| 153 | bool del eteRecords = true; | |||||
| 154 | ||||||
| 155 | if (prom pt) | |||||
| 156 | { | |||||
| 157 | Cons ole.Write( "\nDo you want these entity re cords dele ted? (y/n) [y]: "); | |||||
| 158 | Stri ng answer = Console. ReadLine() ; | |||||
| 159 | ||||||
| 160 | dele teRecords = (answer. StartsWith ("y") || a nswer.Star tsWith("Y" ) || answe r == Strin g.Empty); | |||||
| 161 | } | |||||
| 162 | ||||||
| 163 | if (dele teRecords) | |||||
| 164 | { | |||||
| 165 | _org Service.De lete(Accou nt.EntityL ogicalName , _account Id); | |||||
| 166 | Cons ole.WriteL ine("Entit y records have been deleted.") ; | |||||
| 167 | } | |||||
| 168 | } | |||||
| 169 | ||||||
| 170 | #e ndregion P ublic Meth ods | |||||
| 171 | ||||||
| 172 | #r egion Priv ate Method s | |||||
| 173 | ||||||
| 174 | // / <summary > | |||||
| 175 | // / Gets web service c onnection informatio n from the app.confi g file. | |||||
| 176 | // / If there is more t han one av ailable, t he user is prompted to select | |||||
| 177 | // / the desi red connec tion confi guration b y name. | |||||
| 178 | // / </summar y> | |||||
| 179 | // / <returns >A string containing web servi ce connect ion config uration in formation. </returns> | |||||
| 180 | pr ivate stat ic String GetService Configurat ion() | |||||
| 181 | { | |||||
| 182 | // Get a vailable c onnection strings fr om app.con fig. | |||||
| 183 | int coun t = Config urationMan ager.Conne ctionStrin gs.Count; | |||||
| 184 | ||||||
| 185 | // Creat e a filter list of c onnection strings so that we h ave a list of valid | |||||
| 186 | // conne ction stri ngs for Mi crosoft Dy namics CRM only. | |||||
| 187 | List<Key ValuePair< String, St ring>> fil teredConne ctionStrin gs = | |||||
| 188 | new List<KeyVa luePair<St ring, Stri ng>>(); | |||||
| 189 | ||||||
| 190 | for (int a = 0; a < count; a ++) | |||||
| 191 | { | |||||
| 192 | if ( isValidCon nectionStr ing(Config urationMan ager.Conne ctionStrin gs[a].Conn ectionStri ng)) | |||||
| 193 | filteredCo nnectionSt rings.Add | |||||
| 194 | (new K eyValuePai r<string, string> | |||||
| 195 | (C onfigurati onManager. Connection Strings[a] .Name, | |||||
| 196 | Co nfiguratio nManager.C onnectionS trings[a]. Connection String)); | |||||
| 197 | } | |||||
| 198 | ||||||
| 199 | // No va lid connec tions stri ngs found. Write out and error message. | |||||
| 200 | if (filt eredConnec tionString s.Count == 0) | |||||
| 201 | { | |||||
| 202 | Cons ole.WriteL ine("An ap p.config f ile contai ning at le ast one va lid Micros oft Dynami cs CRM " + | |||||
| 203 | "connectio n string c onfigurati on must ex ist in the run-time folder."); | |||||
| 204 | Cons ole.WriteL ine("\nThe re are sev eral comme nted out e xample con nection st rings in " + | |||||
| 205 | "the provi ded app.co nfig file. Uncomment one of th em and mod ify the st ring accor ding " + | |||||
| 206 | "to your M icrosoft D ynamics CR M installa tion. Then re-run th e sample." ); | |||||
| 207 | retu rn null; | |||||
| 208 | } | |||||
| 209 | ||||||
| 210 | // If on e valid co nnection s tring is f ound, use that. | |||||
| 211 | if (filt eredConnec tionString s.Count == 1) | |||||
| 212 | { | |||||
| 213 | retu rn filtere dConnectio nStrings[0 ].Value; | |||||
| 214 | } | |||||
| 215 | ||||||
| 216 | // If mo re than on e valid co nnection s tring is f ound, let the user d ecide whic h to use. | |||||
| 217 | if (filt eredConnec tionString s.Count > 1) | |||||
| 218 | { | |||||
| 219 | Cons ole.WriteL ine("The f ollowing c onnections are avail able:"); | |||||
| 220 | Cons ole.WriteL ine("----- ---------- ---------- ---------- ---------- ---"); | |||||
| 221 | ||||||
| 222 | for (int i = 0 ; i < filt eredConnec tionString s.Count; i ++) | |||||
| 223 | { | |||||
| 224 | Console.Wr ite("\n({0 }) {1}\t", | |||||
| 225 | i + 1, fil teredConne ctionStrin gs[i].Key) ; | |||||
| 226 | } | |||||
| 227 | ||||||
| 228 | Cons ole.WriteL ine(); | |||||
| 229 | ||||||
| 230 | Cons ole.Write( "\nType th e number o f the conn ection to use (1-{0} ) [{0}] : ", | |||||
| 231 | filteredCo nnectionSt rings.Coun t); | |||||
| 232 | Stri ng input = Console.R eadLine(); | |||||
| 233 | int configNumb er; | |||||
| 234 | if ( input == S tring.Empt y) input = filteredC onnectionS trings.Cou nt.ToStrin g(); | |||||
| 235 | if ( !Int32.Try Parse(inpu t, out con figNumber) || config Number > c ount || | |||||
| 236 | configNumb er == 0) | |||||
| 237 | { | |||||
| 238 | Console.Wr iteLine("O ption not valid."); | |||||
| 239 | return nul l; | |||||
| 240 | } | |||||
| 241 | ||||||
| 242 | retu rn filtere dConnectio nStrings[c onfigNumbe r - 1].Val ue; | |||||
| 243 | ||||||
| 244 | } | |||||
| 245 | return n ull; | |||||
| 246 | ||||||
| 247 | } | |||||
| 248 | ||||||
| 249 | ||||||
| 250 | // / <summary > | |||||
| 251 | // / Verifies if a conn ection str ing is val id for Mic rosoft Dyn amics CRM. | |||||
| 252 | // / </summar y> | |||||
| 253 | // / <returns >True for a valid st ring, othe rwise Fals e.</return s> | |||||
| 254 | pr ivate stat ic Boolean isValidCo nnectionSt ring(Strin g connecti onString) | |||||
| 255 | { | |||||
| 256 | // At a minimum, a connectio n string m ust contai n one of t hese argum ents. | |||||
| 257 | if (conn ectionStri ng.Contain s("Url=") || | |||||
| 258 | conn ectionStri ng.Contain s("Server= ") || | |||||
| 259 | conn ectionStri ng.Contain s("Service Uri=")) | |||||
| 260 | retu rn true; | |||||
| 261 | ||||||
| 262 | return f alse; | |||||
| 263 | } | |||||
| 264 | ||||||
| 265 | #e ndregion P rivate Met hods | |||||
| 266 | ||||||
| 267 | #r egion Main method | |||||
| 268 | ||||||
| 269 | // / <summary > | |||||
| 270 | // / Standard Main() me thod used by most SD K samples. | |||||
| 271 | // / </summar y> | |||||
| 272 | // / <param n ame="args" ></param> | |||||
| 273 | st atic publi c void Mai n(string[] args) | |||||
| 274 | { | |||||
| 275 | try | |||||
| 276 | { | |||||
| 277 | // O btain conn ection con figuration informati on for the Microsoft Dynamics | |||||
| 278 | // C RM organiz ation web service. | |||||
| 279 | Stri ng connect ionString = GetServi ceConfigur ation(); | |||||
| 280 | ||||||
| 281 | if ( connection String != null) | |||||
| 282 | { | |||||
| 283 | Simplified Connection app = new Simplifie dConnectio n(); | |||||
| 284 | app.Run(co nnectionSt ring, true ); | |||||
| 285 | } | |||||
| 286 | } | |||||
| 287 | ||||||
| 288 | catch (F aultExcept ion<Micros oft.Xrm.Sd k.Organiza tionServic eFault> ex ) | |||||
| 289 | { | |||||
| 290 | Cons ole.WriteL ine("The a pplication terminate d with an error."); | |||||
| 291 | Cons ole.WriteL ine("Times tamp: {0}" , ex.Detai l.Timestam p); | |||||
| 292 | Cons ole.WriteL ine("Code: {0}", ex. Detail.Err orCode); | |||||
| 293 | Cons ole.WriteL ine("Messa ge: {0}", ex.Detail. Message); | |||||
| 294 | Cons ole.WriteL ine("Trace : {0}", ex .Detail.Tr aceText); | |||||
| 295 | Cons ole.WriteL ine("Inner Fault: {0 }", | |||||
| 296 | null == ex .Detail.In nerFault ? "No Inner Fault" : "Has Inner Fault"); | |||||
| 297 | } | |||||
| 298 | catch (S ystem.Time outExcepti on ex) | |||||
| 299 | { | |||||
| 300 | Cons ole.WriteL ine("The a pplication terminate d with an error."); | |||||
| 301 | Cons ole.WriteL ine("Messa ge: {0}", ex.Message ); | |||||
| 302 | Cons ole.WriteL ine("Stack Trace: {0 }", ex.Sta ckTrace); | |||||
| 303 | Cons ole.WriteL ine("Inner Fault: {0 }", | |||||
| 304 | null == ex .InnerExce ption.Mess age ? "No Inner Faul t" : ex.In nerExcepti on.Message ); | |||||
| 305 | } | |||||
| 306 | catch (S ystem.Exce ption ex) | |||||
| 307 | { | |||||
| 308 | Cons ole.WriteL ine("The a pplication terminate d with an error."); | |||||
| 309 | Cons ole.WriteL ine(ex.Mes sage); | |||||
| 310 | ||||||
| 311 | // D isplay the details o f the inne r exceptio n. | |||||
| 312 | if ( ex.InnerEx ception != null) | |||||
| 313 | { | |||||
| 314 | Console.Wr iteLine(ex .InnerExce ption.Mess age); | |||||
| 315 | ||||||
| 316 | FaultExcep tion<Micro soft.Xrm.S dk.Organiz ationServi ceFault> f e = ex.Inn erExceptio n | |||||
| 317 | as Fau ltExceptio n<Microsof t.Xrm.Sdk. Organizati onServiceF ault>; | |||||
| 318 | if (fe != null) | |||||
| 319 | { | |||||
| 320 | Consol e.WriteLin e("Timesta mp: {0}", fe.Detail. Timestamp) ; | |||||
| 321 | Consol e.WriteLin e("Code: { 0}", fe.De tail.Error Code); | |||||
| 322 | Consol e.WriteLin e("Message : {0}", fe .Detail.Me ssage); | |||||
| 323 | Consol e.WriteLin e("Trace: {0}", fe.D etail.Trac eText); | |||||
| 324 | Consol e.WriteLin e("Inner F ault: {0}" , | |||||
| 325 | nu ll == fe.D etail.Inne rFault ? " No Inner F ault" : "H as Inner F ault"); | |||||
| 326 | } | |||||
| 327 | } | |||||
| 328 | } | |||||
| 329 | ||||||
| 330 | // Addit ional exce ptions to catch: Sec urityToken Validation Exception, ExpiredSe curityToke nException , | |||||
| 331 | // Secur ityAccessD eniedExcep tion, Mess ageSecurit yException , and Secu rityNegoti ationExcep tion. | |||||
| 332 | ||||||
| 333 | finally | |||||
| 334 | { | |||||
| 335 | Cons ole.WriteL ine("Press <Enter> t o exit."); | |||||
| 336 | Cons ole.ReadLi ne(); | |||||
| 337 | } | |||||
| 338 | } | |||||
| 339 | #e ndregion M ain method | |||||
| 340 | } | |||||
| 341 | } | |||||
| 342 | //</snippe tSimplifie dConnectio n> |
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