Assembly
using Microsoft.Xrm.Sdk; using Microsoft.Xrm.Sdk.Client; using System.ServiceModel; using System.ServiceModel.Description; using Microsoft.Xrm.Sdk.Query; using Microsoft.Xrm.Sdk.Messages; using System.Collections.Generic;
Connection To On-Premise CRM
ClientCredentials credentials = new ClientCredentials();
credentials.UserName.UserName = @"CAWOWX\Akhilesh.Gandhi"; credentials.UserName.Password = "t2Z6sGnD";
Uri serviceUri = new Uri("https://crm-train.cmg.asia/CMGD365DEVM3/
XRMServices/2011/Organization.svc");
OrganizationServiceProxy proxy = new OrganizationServiceProxy(serviceUri,
null, credentials, null);
proxy.EnableProxyTypes(); IOrganizationService organizationService = (IOrganizationService)proxy;
Connection To On-Line CRM
App.config :-
<add name="CRMConnectionString" connectionString="Url=https://mys1.crm8.
dynamics.com/; Username=imtiyaz@mys1.onmicrosoft.com; Password=1!qQjafri;"
/>
C# :-
CrmConnection connection = CrmConnection.Parse(ConfigurationManager.ConnectionStrings["CRMConnectionString"].ConnectionString);
IOrganizationService service = new OrganizationService(connection);
OrganizationServiceContext context = new OrganizationServiceContext(service);
Get And Post attribute Value
Option Set:-
Get : -
OptionSetValue opProductType = new OptionSetValue();
opProductType = (OptionSetValue)item.Attributes[attributeName];
var optionValue = opProductType.Value;
Get Formatted Value :-
var StatusString = TermAndCon.FormattedValues["status"].ToString();
Post : -
newSalesOrder[attributeName] = new OptionSetValue(Convert.ToInt32(optionValue));
Lookup:-
Get : -
EntityReference enfcur = (EntityReference)item.Attributes[attributeName];
var LookupId = enfcur.Id;
var logicalName = enfcur.LogicalName;
Post : -
newSalesOrder[attributeName] = new EntityReference(logicalName, LookupId);
Money:-
Get : -
var totalValue = ((Money)item.Attributes[attributeName]).Value;
Post : -
newSalesOrder[attributeName] = new Money((decimal)totalValue);
Others:-
Get : -
newSalesOrder[attributeName] = item.Attributes[attributeName];
Post : -
newSalesOrder[attributeName] = item.Attributes[attributeName];
Get Single Record Corresponding to Guid
Guid contactguid = new Guid("{F0843D42-633D-E711-80CB-005056030F25}");ConditionExpression condition1 = new ConditionExpression(); condition1.AttributeName = "contactid"; condition1.Operator = ConditionOperator.Equal; condition1.Values.Add(contactguid);FilterExpression contactfilter = new FilterExpression(); contactfilter.Conditions.Add(condition1);QueryExpression contactQuery = new QueryExpression("contact");contactQuery.ColumnSet = new ColumnSet(true);contactQuery.Criteria.AddFilter(contactfilter); EntityCollection contactRecord = organizationService.RetrieveMultiple(contactQuery); foreach (var _Contact in contactRecord.Entities) { if (_Contact.Attributes.Contains("vtv_remainingpoints")) { var customerPoints = _Contact.Attributes["vtv_remainingpoints"].ToString(); } }
Retrieve Records Using Fetch XML
var fetchingTC = @"<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>" + "<entity name='vtv_termsandconditionsmain'>" + "<attribute name='vtv_termsandconditionsmainid'/>" + "<attribute name='vtv_name'/>" + "<attribute name='createdon'/>" + "<order attribute='vtv_name' descending='false'/>" + "<filter type='and'>" + "<filter type='and'>" + "<filter type='and'>" + "<filter type='or'>" + "<condition attribute='vtv_city' operator='eq' value=''/>" + "<condition attribute='vtv_club' operator='eq' value='4152e494-ec18-e711-b068-00155d08642c'/>" + "<condition attribute='vtv_district' operator='eq' value=''/>" + "<condition attribute='vtv_region' operator='eq' value=''/>" + "</filter>" + "<condition attribute='vtv_contracttype' operator='eq' value='100000000'/>" + "<condition attribute='vtv_promotionprogram' operator='eq' value=''/>" + "</filter>" + "</filter>" + "</filter>" + "</entity>" + "</fetch>"; var TCLlistReq = new RetrieveMultipleRequest() { Query = new FetchExpression(fetchingTC) }; //Get all EntityCollection TandCTempEntities = ((RetrieveMultipleResponse)organizationService.Execute(TCLlistReq)).EntityCollection;
Retrieve Associate RecordGuid myGuid = new Guid("{F0843D42-633D-E711-80CB-005056030F25}");Guid productGuid1 = new Guid("{E3AE34A8-EF2B-E711-80D6-00505603100A}");QueryExpression qesalesorder2 = new QueryExpression();//Query on reated entity recordsqesalesorder2.EntityName = "product";//Retrieve the all attributes of the related recordqesalesorder2.ColumnSet = new ColumnSet(true);//create the relationship objectRelationship relationship = new Relationship();//add the condition where you can retrieve only the users related to Sales Orderqesalesorder2.Criteria = new FilterExpression();// name of relationship between user & Sales Orderrelationship.SchemaName = "vtv_contact_product_rd";//create relationshipQueryCollection ObjectRelationshipQueryCollection relatedEntity = new RelationshipQueryCollection();//Add the your relation and query to the RelationshipQueryCollectionrelatedEntity.Add(relationship, qesalesorder2);//create the retrieve request objectRetrieveRequest request = new RetrieveRequest();//add the relatedentities queryrequest.RelatedEntitiesQuery = relatedEntity;//set column to and the condition for the SalesOrderColumnSet salesorderColumns1 = new ColumnSet(true);request.ColumnSet = salesorderColumns1;request.Target = new EntityReference { Id = myGuid, LogicalName = "contact" };//execute the requestRetrieveResponse response = (RetrieveResponse)organizationService.Execute(request);ICollection<EntityCollection> rst = response.Entity.RelatedEntities.Values;List<EntityCollection> temp = new List<EntityCollection>(rst);//get systemusers from N to N relationshipEntityCollection SystemUserData = temp[0];Associate a Record(Associate Products to Contact. Contact is a primary Entity)Guid contact_Id = new Guid("{F0843D42-633D-E711-80CB-005056030F25}"); Guid productGuid = new Guid("{E3AE34A8-EF2B-E711-80D6-00505603100A}");EntityReference contact = new EntityReference("contact", contact_Id); EntityReference product = new EntityReference("product", product.Id);// Creating EntityReferenceCollection for the Contact EntityReferenceCollection relatedEntities = new EntityReferenceCollection();relatedEntities.Add(product);Relationship relationship1 = new Relationship("vtv_contact_product_rd");organizationService.Associate(contact.LogicalName, contact.Id, relationship1, relatedEntities);
Deassociate a Recordforeach (var item in SystemUserData.Entities){EntityReference contact = new EntityReference("contact", myGuid); EntityReference product = new EntityReference("product", item.Id); // Creating EntityReferenceCollection for the Contact EntityReferenceCollection relatedEntities1 = new EntityReferenceCollection();// Add the related entity contactrelatedEntities1.Add(contact);// Add the Account Contact relationship schema nameRelationship relationship2 = new Relationship("vtv_contact_product_rd");// Disassociate the contact record to AccountorganizationService.Disassociate(product.LogicalName, product.Id, relationship2, relatedEntities1);}Throw a message in CRM using Pluginsthrow new InvalidPluginExecutionException("Maximum limit exceeded...!");Create a Task Entity RecordAssign a Task to user
Create a activityparty Entity Record(Email)
//create activityparty Entity Fromparty = new Entity("activityparty"); Entity Toparty = new Entity("activityparty"); //set partyid Fromparty["partyid"] = new EntityReference("systemuser", _userId); //system user guid Guid _userGuid = sendEmail.userGuid; //Email reciver Toparty["partyid"] = new EntityReference("systemuser", _userGuid); //create email and set attributes Entity _Email = new Entity("email"); _Email["from"] = new Entity[] { Fromparty }; _Email["to"] = new Entity[] { Toparty }; _Email["subject"] = "New Price List has been "; _Email["description"] = "https://crm-train.cmg.asia/main.aspx?etn="; _Email["directioncode"] = true; Guid EmailID = organizationService.Create(_Email);Get Entity Field Schema Name On Form(function(){var frm=(window.Xrm&&window.Xrm.Page&&window.Xrm.Page.ui&&window)||(frames[1]&&frames[1].Xrm&&frames[1].Xrm.Page.ui&&frames[1])||frames[0];var Xrm=frm.Xrm;if(!Xrm||!Xrm.Page||!Xrm.Page.ui){alert('Unable to find CRM form');return;}Xrm.Page.ui.tabs.forEach(function(tab){tab.setVisible(true);tab.sections.forEach(function(section){section.setVisible(true);});});var $=frm.jQuery||(frm.CEI&&frm.CEI.$);if(!$){var head=frm.document.getElementsByTagName('head').item(0);var s=frm.document.createElement('script');s.setAttribute('type','text/javascript');s.setAttribute('src','https://ajax.aspnetcdn.com/ajax/jquery/jquery-1.9.0.js');s.async=false;head.appendChild(s);waitForJQ();}else{setLabels();}function waitForJQ(){if(frm.jQuery){$=frm.jQuery.noConflict(true);setLabels();}else{setTimeout(waitForJQ,1000);}}function setLabels(){Xrm.Page.data.entity.attributes.forEach(function(a){a.controls.forEach(function(c){var lblText=c.getLabel();c.setVisible(true);var attr=a.getName();var lbl=$('#'+c.getName()+'_c').html('');lbl.css('text-align','left');if(lbl.is('td')){lbl.closest('table').children('colgroup').children('col:even').attr('width','400');}$('<input/>').width(200).val(attr).appendTo(lbl).focus(function(){$(this).select()});$('<span></span>').text(lblText).appendTo(lbl);});});}})();Custom Workflowusing System; using System.Collections.Generic; using System.Linq; using System.Text; using System.Threading.Tasks; using System.Activities; using System.Text.RegularExpressions; using Microsoft.Xrm.Sdk; using Microsoft.Xrm.Sdk.Query; using Microsoft.Xrm.Sdk.Workflow; namespace CustomWorkflow { public class CustomWorkflowClass : CodeActivity { protected override void Execute(CodeActivityContext context) { IWorkflowContext workflowContext = context.GetExtension<IWorkflowContext>(); IOrganizationServiceFactory serviceFactory = context.GetExtension<IOrganizationServiceFactory>(); // Use the context service to create an instance of IOrganizationService. IOrganizationService _orgService = serviceFactory.CreateOrganizationService(workflowContext.InitiatingUserId); Entity ent = new Entity("contact"); ent.Attributes["firstname"] = "wwww"; ent.Attributes["lastname"] = "fff"; Guid guid= _orgService.Create(ent); //ITracingService tracer = context.GetExtension<ITracingService>(); //Entity email = (Entity)workflowContext.InputParameters["Target"]; } } }Plugin sample Codeusing Microsoft.Xrm.Sdk; using System; using System.Collections.Generic; using System.Linq; using System.Text; using System.Threading.Tasks; namespace Plugin_Sample { public class PluginClass1 : IPlugin { public void Execute(IServiceProvider serviceProvider) { IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext)); IOrganizationServiceFactory factory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory)); IOrganizationService service = factory.CreateOrganizationService(context.UserId); IOrganizationService service1 = (IOrganizationService)serviceProvider.GetService(typeof(IOrganizationService)); if (context.InputParameters != null) { Entity ent = new Entity(context.PrimaryEntityName); ent.Attributes["firstname"] = "aaa"; ent.Attributes["lastname"] = "bbb"; Guid guid = service.Create(ent); } } } }
