// get field data from crm 4.0 entity
public string getLookup(string _prop)
{
Lookup lkp = (Lookup)entity[_prop];
return lkp.name;
}
internal string getPicklist(string _prop)
{
Picklist pick = (Picklist)entity[_prop];
return pick.name;
}
public string getDate(string _prop)
{
CrmDateTimeProperty cdp = new CrmDateTimeProperty(_prop, (CrmDateTime)entity.Properties[_prop]);
return cdp.Value.date;
}
public string getBool(string _prop)
{
string ret = "";
try
{
CrmBooleanProperty CBP = new CrmBooleanProperty(_prop, (CrmBoolean)entity.Properties[_prop]);
ret = CBP.Value.Value.ToString();
}
catch (Exception ex)
{
ret = "";
}
return ret;
}
internal string getOwner(string _prop)
{
Owner own = (Owner)entity[_prop];
return own.name;
}
public string getData(string _prop)
{
string ret = "";
string type = null;
try
{
type = entity.Properties[_prop].GetType().ToString();
System.Diagnostics.Debug.Print("TYPE( {0} ):= {1}",_prop, type);
}
catch (Exception e)
{
type = e.Message;
ret = e.Message;
return ret;
}
if (type == "Microsoft.Crm.Sdk.Owner")
{
ret = ret = getOwner(_prop);
}
else if (type == "Microsoft.Crm.Sdk.CrmBoolean")
{
ret = getBool(_prop);
}
else if(type == "System.String")
{
//StringProperty sp = new StringProperty(_prop, (string)entity.Properties[_prop]);
ret = entity.Properties[_prop].ToString();
}
else if (type == "Microsoft.Crm.Sdk.Lookup")
{
ret = getLookup(_prop);
}
else if (type == "Microsoft.Crm.Sdk.Picklist")
{
ret = getPicklist(_prop);
}
return ret;
}
Friday, May 03, 2013
get field data from CRM 4
Create a Marketing Automation List
The following code example demonstrates how to create a Marketing Automation list and add a member to it.
1: //# [Create a Marketing Automation List ]
2: using System;
3: using CrmSdk;
4: using Microsoft.Crm.Sdk.Utility;
5: 6: namespace Microsoft.Crm.Sdk.HowTo
7: {8: /// <summary>
9: /// Summary description for MarketingAutomationListCreation.
10: /// </summary>
11: public class MarketingAutomationListCreation
12: {13: static void Main(string[] args)
14: {15: // TODO: Change the server URL and Organization to match your CRM Server and CRM Organization
16: MarketingAutomationListCreation.Run("http://localhost:5555", "CRM_SDK");
17: } 18: 19: public static bool Run(string crmServerUrl, string orgName)
20: {21: // Set up the CRM Service.
22: CrmService service = CrmServiceUtility.GetCrmService(crmServerUrl, orgName); 23: 24: #region Setup Data Required for this Sample
25: account accountCreate = new account();
26: accountCreate.name = "Fourth Coffee";
27: accountCreate.description = "Coffee House";
28: 29: Guid createdId = service.Create(accountCreate);30: #endregion
31: 32: #region Create List
33: 34: list autoList = new list();
35: autoList.listname = "Test List";
36: autoList.membertype = new CrmNumber();
37: autoList.membertype.Value = 1;38: autoList.createdfromcode = new Picklist();
39: autoList.createdfromcode.Value = 1; 40: 41: Guid listId = service.Create(autoList); 42: 43: #endregion
44: 45: #region Add Member to List
46: AddMemberListRequest addRequest = new AddMemberListRequest();
47: addRequest.EntityId = createdId; 48: addRequest.ListId = listId; 49: 50: AddMemberListResponse response = (AddMemberListResponse) service.Execute(addRequest);51: #endregion
52: 53: #region check success
54: 55: bool success = false;
56: 57: if (response.Id != Guid.Empty)
58: {59: success = true;
60: }61: #endregion
62: 63: #region Remove Data Required for this Sample
64: service.Delete(EntityName.account.ToString(), createdId); 65: service.Delete(EntityName.list.ToString(), listId);66: #endregion
67: 68: return success;
69: } 70: } 71: }Schedule a Resource
This sample code shows how to schedule a resource with the following scenario. A plumber and van need to be scheduled to investigate and fix a leak at a customer site. The earliest available appointment needs to be made. In order for this to be accomplished, all preliminary records must be created. The default 24-hour calendars will be used. No sites are created for this sample.
1: //# [Schedule a Resource ]
2: using System;
3: using CrmSdk;
4: using Microsoft.Crm.Sdk.Utility;
5: 6: namespace Microsoft.Crm.Sdk.HowTo
7: {8: /// <summary>
9: /// This sample shows how to schedule a resource.
10: /// </summary>
11: public class ServiceManagement
12: {13: public static bool Run(string crmServerUrl, string orgName)
14: {15: // Set up the CRM Service.
16: CrmService service = CrmServiceUtility.GetCrmService(crmServerUrl, orgName); 17: 18: #region Setup Data Required for this Sample
19: bool success = false;
20: 21: #endregion
22: 23: try
24: {25: // Get the current user's information.
26: WhoAmIRequest userRequest = new WhoAmIRequest();
27: WhoAmIResponse user = (WhoAmIResponse) service.Execute(userRequest); 28: 29: // Create the van resource.
30: equipment van = new equipment();
31: van.name = "Van 1";
32: van.timezonecode = new CrmNumber();
33: van.timezonecode.Value = 1;34: van.businessunitid = new Lookup();
35: van.businessunitid.type = EntityName.businessunit.ToString(); 36: van.businessunitid.Value = user.BusinessUnitId; 37: 38: // Create the van object.
39: Guid vanId = service.Create(van); 40: 41: // Create the plumber resource group.
42: constraintbasedgroup group = new constraintbasedgroup();
43: group.businessunitid = new Lookup();
44: group.businessunitid.type = EntityName.businessunit.ToString(); 45: group.businessunitid.Value = user.BusinessUnitId;46: group.name = "Plumber with Van 1";
47: System.Text.StringBuilder builder = new System.Text.StringBuilder("<Constraints>");
48: builder.Append("<Constraint>");
49: builder.Append("<Expression>");
50: builder.Append("<Body>resource[\"Id\"] == ");
51: builder.Append(user.UserId.ToString("B"));
52: builder.Append(" || resource[\"Id\"] == ");
53: builder.Append(vanId.ToString("B"));
54: builder.Append("</Body>");
55: builder.Append("<Parameters>");
56: builder.Append("<Parameter name=\"resource\" />");
57: builder.Append("</Parameters>");
58: builder.Append("</Expression>");
59: builder.Append("</Constraint>");
60: builder.Append("</Constraints>");
61: group.constraints = builder.ToString();62: group.grouptypecode = new Picklist();
63: group.grouptypecode.Value = 0; 64: 65: Guid groupId = service.Create(group); 66: 67: // Create the resource specification.
68: resourcespec spec = new resourcespec();
69: spec.businessunitid = new Lookup();
70: spec.businessunitid.type = EntityName.businessunit.ToString(); 71: spec.businessunitid.Value = user.BusinessUnitId;72: spec.objectiveexpression = @"
73: <Expression>74: <Body>udf ""Random""(factory,resource,appointment,request,leftoffset,rightoffset)</Body>
75: <Parameters>76: <Parameter name=""factory"" />
77: <Parameter name=""resource"" />
78: <Parameter name=""appointment"" />
79: <Parameter name=""request"" />
80: <Parameter name=""leftoffset"" />
81: <Parameter name=""rightoffset"" />
82: </Parameters>83: <Properties EvaluationInterval=""P0D"" evaluationcost=""0"" />
84: </Expression>";85: spec.requiredcount = new CrmNumber();
86: spec.requiredcount.Value = 1;87: spec.name = "Test Spec";
88: spec.groupobjectid = new UniqueIdentifier();
89: spec.groupobjectid.Value = groupId; 90: 91: Guid specId = service.Create(spec); 92: 93: // Create the plumber required resource object.
94: RequiredResource plumberReq = new RequiredResource();
95: plumberReq.ResourceId = user.UserId;// assume current user is the plumber
96: plumberReq.ResourceSpecId = specId; 97: 98: // Create the van required resource object.
99: RequiredResource vanReq = new RequiredResource();
100: vanReq.ResourceId = vanId; 101: vanReq.ResourceSpecId = specId; 102: 103: // Create the service.
104: service plumberService = new service();
105: plumberService.name = "Plumber1";
106: plumberService.duration = new CrmNumber();
107: plumberService.duration.Value = 60;108: plumberService.initialstatuscode = new Status();
109: plumberService.initialstatuscode.Value = 1;110: plumberService.granularity = "FREQ=MINUTELY;INTERVAL=15;";
111: plumberService.resourcespecid = new Lookup();
112: plumberService.resourcespecid.type = EntityName.resourcespec.ToString(); 113: plumberService.resourcespecid.Value = specId;114: plumberService.strategyid = new Lookup();
115: // This is a known GUID for the default strategy.
116: plumberService.strategyid.Value = new Guid("07F7DC72-1671-452D-812C-7172D3CA881F");
117: 118: Guid plumberServiceId = service.Create(plumberService); 119: 120: // Create the appointment request.
121: AppointmentRequest appointmentReq = new AppointmentRequest();
122: appointmentReq.RequiredResources = new RequiredResource[] {vanReq};
123: appointmentReq.Direction = SearchDirection.Forward; 124: appointmentReq.Duration = 60; 125: appointmentReq.NumberOfResults = 10; 126: appointmentReq.NumberOfResults = 1; 127: appointmentReq.ServiceId = plumberServiceId; 128: 129: // The search window describes the time when the resouce can be scheduled.
130: // It must be set.
131: appointmentReq.SearchWindowStart = new CrmDateTime();
132: appointmentReq.SearchWindowStart.Value = DateTime.Now.ToUniversalTime().ToString();133: appointmentReq.SearchWindowEnd = new CrmDateTime();
134: appointmentReq.SearchWindowEnd.Value = DateTime.Now.AddDays(7).ToUniversalTime().ToString(); 135: appointmentReq.UserTimeZoneCode = 1; 136: 137: // Create the request object.
138: SearchRequest search = new SearchRequest();
139: 140: // Set the properties of the request object.
141: search.AppointmentRequest = appointmentReq; 142: 143: // Execute the request.
144: SearchResponse searched = (SearchResponse)service.Execute(search); 145: 146: #region check success
147: 148: if (searched.SearchResults.Proposals.Length > 0)
149: {150: success = true;
151: } 152: 153: #endregion
154: 155: #region Remove Data Required for this Sample
156: 157: service.Delete(EntityName.service.ToString(), plumberServiceId); 158: service.Delete(EntityName.equipment.ToString(), vanId); 159: 160: #endregion
161: }162: catch (System.Web.Services.Protocols.SoapException ex)
163: {164: // Add your error handling code here.
165: Console.WriteLine(ex.Detail.InnerText);166: success = false;
167: } 168: 169: return success;
170: } 171: } 172: }
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