Sample: Rollup goal data for a custom period against the target revenue
Applies To: Dynamics CRM 2015
This sample code is for Microsoft Dynamics CRM 2015 and Microsoft Dynamics CRM Online 2015 Update. Download the Microsoft Dynamics CRM SDK package. It can be found in the following location in the download package:
SampleCode\CS\BusinessDataModel\Goals\RollupAllGoalsForCustomPeriodAgainstTargetRevenue.cs
Requirements
For more information about the requirements for running the sample code provided in this SDK, see Use the sample and helper code.
Demonstrates
This sample shows how to roll up goal data for a custom period against the target revenue.
Example
using System;
using System.ServiceModel;
using System.Collections.Generic;
// These namespaces are found in the Microsoft.Xrm.Sdk.dll assembly
// located in the SDK\bin folder of the SDK download.
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;
using Microsoft.Xrm.Sdk.Client;
// This namespace is found in Microsoft.Crm.Sdk.Proxy.dll assembly
// found in the SDK\bin folder.
using Microsoft.Crm.Sdk.Messages;
namespace Microsoft.Crm.Sdk.Samples
{
/// <summary>
/// Demonstrates how to work with Goals and related entities.</summary>
/// <remarks>
/// At run-time, you will be given the option to delete all the
/// database records created by this program.</remarks>
public class RollupAllGoalsForCustomPeriodAgainstTargetRevenue
{
#region Class Level Members
private Guid _salesManagerId;
private Guid _unitGroupId;
private Guid _defaultUnitId;
private Guid _product1Id;
private Guid _product2Id;
private Guid _discountTypeId;
private Guid _discountId;
private Guid _priceListId;
private Guid _priceListItem1Id;
private Guid _priceListItem2Id;
private Guid _catalogProductId;
private Guid _catalogProductPriceOverrideId;
private Guid _writeInProductId;
private Guid _metricId;
private Guid _inProgressId;
private Guid _actualId;
private Guid _parentGoalId;
private Guid _firstChildGoalId;
private Guid _secondChildGoalId;
private List<Guid> _accountIds = new List<Guid>();
private List<Guid> _rollupQueryIds = new List<Guid>();
private List<Guid> _salesRepresentativeIds = new List<Guid>();
private List<Guid> _opportunityIds = new List<Guid>();
private OrganizationServiceProxy _serviceProxy;
#endregion Class Level Members
#region How To Sample Code
/// <summary>
/// This method first connects to the Organization service. Afterwards,
/// several actions on Goal records are executed.
/// </summary>
/// <param name="serverConfig">Contains server connection information.</param>
/// <param name="promptforDelete">When True, the user will be prompted to delete all
/// created entities.</param>
public void Run(ServerConnection.Configuration serverConfig, bool promptforDelete)
{
try
{
// Connect to the Organization service.
// The using statement assures that the service proxy will be properly disposed.
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,serverConfig.Credentials, serverConfig.DeviceCredentials))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
CreateRequiredRecords();
// Create the revenue metric, setting the Amount Data Type to 'Money'
// and the Metric Type to 'Amount'.
Metric sampleMetric = new Metric()
{
Name = "Sample Revenue Metric",
AmountDataType = new OptionSetValue(0),
IsAmount = true,
};
_metricId = _serviceProxy.Create(sampleMetric);
Console.Write("Created revenue metric, ");
// Create first RollupField which targets the estimated values.
RollupField inProgress = new RollupField()
{
SourceEntity = Opportunity.EntityLogicalName,
SourceAttribute = "estimatedvalue",
GoalAttribute = "inprogressmoney",
SourceState = 0,
EntityForDateAttribute = Opportunity.EntityLogicalName,
DateAttribute = "estimatedclosedate",
MetricId = new EntityReference(Metric.EntityLogicalName, _metricId),
};
_inProgressId = _serviceProxy.Create(inProgress);
Console.Write("created in-progress RollupField, ");
// Create second RollupField which targets the actual values.
RollupField actual = new RollupField()
{
SourceEntity = Opportunity.EntityLogicalName,
SourceAttribute = "actualvalue",
GoalAttribute = "actualmoney",
SourceState = 1,
EntityForDateAttribute = Opportunity.EntityLogicalName,
DateAttribute = "actualclosedate",
MetricId = new EntityReference(Metric.EntityLogicalName, _metricId)
};
_actualId = _serviceProxy.Create(actual);
Console.Write("created actual revenue RollupField, ");
// Create the goal rollup queries.
// Note: Formatting the FetchXml onto multiple lines in the following
// rollup queries causes the lenth property to be greater than 1,000
// chars and will cause an exception.
// The first query locates opportunities in the first sales
// representative's area (zip code: 60661).
GoalRollupQuery goalRollupQuery = new GoalRollupQuery()
{
Name = "First Example Goal Rollup Query",
QueryEntityType = Opportunity.EntityLogicalName,
FetchXml = @"<fetch version=""1.0"" output-format=""xml-platform"" mapping=""logical"" distinct=""false""><entity name=""opportunity""><attribute name=""totalamount""/><attribute name=""name""/><attribute name=""customerid""/><attribute name=""estimatedvalue""/><attribute name=""statuscode""/><attribute name=""opportunityid""/><order attribute=""name"" descending=""false""/><link-entity name=""account"" from=""accountid"" to=""customerid"" alias=""aa""><filter type=""and""><condition attribute=""address1_postalcode"" operator=""eq"" value=""60661""/></filter></link-entity></entity></fetch>"
};
_rollupQueryIds.Add(_serviceProxy.Create(goalRollupQuery));
Console.Write("created first rollup query for zip code 60661, ");
// The second query locates opportunities in the second sales
// representative's area (zip code: 99999).
goalRollupQuery = new GoalRollupQuery()
{
Name = "Second Example Goal Rollup Query",
QueryEntityType = Opportunity.EntityLogicalName,
FetchXml = @"<fetch version=""1.0"" output-format=""xml-platform"" mapping=""logical"" distinct=""false""><entity name=""opportunity""><attribute name=""totalamount""/><attribute name=""customerid""/><attribute name=""estimatedvalue""/><attribute name=""statuscode""/><attribute name=""opportunityid""/><order attribute=""name"" descending=""false""/><link-entity name=""account"" from=""accountid"" to=""customerid"" alias=""aa""><filter type=""and""><condition attribute=""address1_postalcode"" operator=""eq"" value=""99999""/></filter></link-entity></entity></fetch>"
};
_rollupQueryIds.Add(_serviceProxy.Create(goalRollupQuery));
Console.WriteLine("created second rollup query for zip code 99999.");
Console.WriteLine();
// Create three goals: one parent goal and two child goals.
Goal parentGoal = new Goal()
{
Title = "Parent Goal Example",
RollupOnlyFromChildGoals = true,
ConsiderOnlyGoalOwnersRecords = true,
TargetMoney = new Money(300.0M),
IsFiscalPeriodGoal = false,
MetricId = new EntityReference
{
Id = _metricId,
LogicalName = Metric.EntityLogicalName
},
GoalOwnerId = new EntityReference
{
Id = _salesManagerId,
LogicalName = SystemUser.EntityLogicalName
},
OwnerId = new EntityReference
{
Id = _salesManagerId,
LogicalName = SystemUser.EntityLogicalName
},
GoalStartDate = DateTime.Today.AddDays(-1),
GoalEndDate = DateTime.Today.AddDays(30)
};
_parentGoalId = _serviceProxy.Create(parentGoal);
Console.WriteLine("Created parent goal");
Console.WriteLine("-------------------");
Console.WriteLine("Target: {0}", parentGoal.TargetMoney.Value);
Console.WriteLine("Goal owner: {0}", parentGoal.GoalOwnerId.Id);
Console.WriteLine("Goal Start Date: {0}", parentGoal.GoalStartDate);
Console.WriteLine("Goal End Date: {0}", parentGoal.GoalEndDate);
Console.WriteLine("<End of Listing>");
Console.WriteLine();
Goal firstChildGoal = new Goal()
{
Title = "First Child Goal Example",
ConsiderOnlyGoalOwnersRecords = true,
TargetMoney = new Money(100.0M),
IsFiscalPeriodGoal = false,
MetricId = new EntityReference
{
Id = _metricId,
LogicalName = Metric.EntityLogicalName
},
ParentGoalId = new EntityReference
{
Id = _parentGoalId,
LogicalName = Goal.EntityLogicalName
},
GoalOwnerId = new EntityReference
{
Id = _salesRepresentativeIds[0],
LogicalName = SystemUser.EntityLogicalName
},
OwnerId = new EntityReference
{
Id = _salesManagerId,
LogicalName = SystemUser.EntityLogicalName
},
RollUpQueryActualMoneyId = new EntityReference
{
Id = _rollupQueryIds[0],
LogicalName = GoalRollupQuery.EntityLogicalName
},
GoalStartDate = DateTime.Today.AddDays(-1),
GoalEndDate = DateTime.Today.AddDays(30)
};
_firstChildGoalId = _serviceProxy.Create(firstChildGoal);
Console.WriteLine("First child goal");
Console.WriteLine("----------------");
Console.WriteLine("Target: {0}", firstChildGoal.TargetMoney.Value);
Console.WriteLine("Goal owner: {0}", firstChildGoal.GoalOwnerId.Id);
Console.WriteLine("Goal Start Date: {0}", firstChildGoal.GoalStartDate);
Console.WriteLine("Goal End Date: {0}", firstChildGoal.GoalEndDate);
Console.WriteLine();
Goal secondChildGoal = new Goal()
{
Title = "Second Child Goal Example",
ConsiderOnlyGoalOwnersRecords = true,
TargetMoney = new Money(200.0M),
IsFiscalPeriodGoal = false,
MetricId = new EntityReference
{
Id = _metricId,
LogicalName = Metric.EntityLogicalName
},
ParentGoalId = new EntityReference
{
Id = _parentGoalId,
LogicalName = Goal.EntityLogicalName
},
GoalOwnerId = new EntityReference
{
Id = _salesRepresentativeIds[1],
LogicalName = SystemUser.EntityLogicalName
},
OwnerId = new EntityReference
{
Id = _salesManagerId,
LogicalName = SystemUser.EntityLogicalName
},
RollUpQueryActualMoneyId = new EntityReference
{
Id = _rollupQueryIds[1],
LogicalName = GoalRollupQuery.EntityLogicalName
},
GoalStartDate = DateTime.Today.AddDays(-1),
GoalEndDate = DateTime.Today.AddDays(30)
};
_secondChildGoalId = _serviceProxy.Create(secondChildGoal);
Console.WriteLine("Second child goal");
Console.WriteLine("-----------------");
Console.WriteLine("Target: {0}", secondChildGoal.TargetMoney.Value);
Console.WriteLine("Goal owner: {0}", secondChildGoal.GoalOwnerId.Id);
Console.WriteLine("Goal Start Date: {0}", secondChildGoal.GoalStartDate);
Console.WriteLine("Goal End Date: {0}", secondChildGoal.GoalEndDate);
Console.WriteLine();
// Calculate roll-up of goals.
RecalculateRequest recalculateRequest = new RecalculateRequest()
{
Target = new EntityReference(Goal.EntityLogicalName, _parentGoalId)
};
_serviceProxy.Execute(recalculateRequest);
Console.WriteLine("Calculated roll-up of goals.");
// Retrieve and report 3 different computed values for the goals
// - Percentage
// - ComputedTargetAsOfTodayPercentageAchieved
// - ComputedTargetAsOfTodayMoney
QueryExpression retrieveValues = new QueryExpression()
{
EntityName = Goal.EntityLogicalName,
ColumnSet = new ColumnSet(
"title",
"percentage",
"computedtargetasoftodaypercentageachieved",
"computedtargetasoftodaymoney")
};
EntityCollection ec = _serviceProxy.RetrieveMultiple(retrieveValues);
// Compute and display the results
for (int i = 0; i < ec.Entities.Count; i++)
{
Goal temp = (Goal)ec.Entities[i];
Console.WriteLine("Roll-up details for goal: {0}", temp.Title);
Console.WriteLine("---------------");
Console.WriteLine("Percentage: {0}", temp.Percentage);
Console.WriteLine("ComputedTargetAsOfTodayPercentageAchieved: {0}",
temp.ComputedTargetAsOfTodayPercentageAchieved);
Console.WriteLine("ComputedTargetAsOfTodayMoney: {0}",
temp.ComputedTargetAsOfTodayMoney.Value);
Console.WriteLine("<End of Listing>");
}
DeleteRequiredRecords(promptforDelete);
}
}
// Catch any service fault exceptions that Microsoft Dynamics CRM throws.
catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>)
{
// You can handle an exception here or pass it back to the calling method.
throw;
}
}
/// <summary>
/// Creates any entity records that this sample requires.
/// </summary>
public void CreateRequiredRecords()
{
#region Create or Retrieve the necessary system users
// Retrieve the ldapPath
String ldapPath = String.Empty;
// Retrieve the sales team - 1 sales manager and 2 sales representatives.
_salesManagerId = SystemUserProvider.RetrieveSalesManager(_serviceProxy, ref ldapPath);
_salesRepresentativeIds = SystemUserProvider.RetrieveSalespersons(_serviceProxy, ref ldapPath);
#endregion
#region Create records to support Opportunity records
// Create a unit group
UoMSchedule newUnitGroup = new UoMSchedule
{
Name = "Example Unit Group",
BaseUoMName = "Example Primary Unit"
};
_unitGroupId = _serviceProxy.Create(newUnitGroup);
// Retrieve the default unit id that was automatically created
// when we created the Unit Group
QueryExpression unitQuery = new QueryExpression
{
EntityName = UoM.EntityLogicalName,
ColumnSet = new ColumnSet("uomid", "name"),
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression
{
AttributeName = "uomscheduleid",
Operator = ConditionOperator.Equal,
Values = { _unitGroupId }
}
}
},
PageInfo = new PagingInfo
{
PageNumber = 1,
Count = 1
}
};
// Retrieve the unit.
UoM unit = (UoM)_serviceProxy.RetrieveMultiple(unitQuery).Entities[0];
_defaultUnitId = unit.UoMId.Value;
// Create a few products
Product newProduct1 = new Product
{
ProductNumber = "1",
Name = "Example Product 1",
ProductStructure = new OptionSetValue(1),
QuantityDecimal = 2,
DefaultUoMScheduleId = new EntityReference(UoMSchedule.EntityLogicalName,
_unitGroupId),
DefaultUoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId)
};
_product1Id = _serviceProxy.Create(newProduct1);
Console.WriteLine("Created {0}", newProduct1.Name);
Product newProduct2 = new Product
{
ProductNumber = "2",
Name = "Example Product 2",
ProductStructure = new OptionSetValue(1),
QuantityDecimal = 3,
DefaultUoMScheduleId = new EntityReference(UoMSchedule.EntityLogicalName,
_unitGroupId),
DefaultUoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId)
};
_product2Id = _serviceProxy.Create(newProduct2);
Console.WriteLine("Created {0}", newProduct2.Name);
// Create a new discount list
DiscountType newDiscountType = new DiscountType
{
Name = "Example Discount List",
IsAmountType = false
};
_discountTypeId = _serviceProxy.Create(newDiscountType);
// Create a new discount
Discount newDiscount = new Discount
{
DiscountTypeId = new EntityReference(DiscountType.EntityLogicalName,
_discountTypeId),
LowQuantity = 5,
HighQuantity = 10,
Percentage = 3
};
_discountId = _serviceProxy.Create(newDiscount);
// Create a price list
PriceLevel newPriceList = new PriceLevel
{
Name = "Example Price List"
};
_priceListId = _serviceProxy.Create(newPriceList);
// Create a price list item for the first product and apply volume discount
ProductPriceLevel newPriceListItem1 = new ProductPriceLevel
{
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName, _priceListId),
ProductId = new EntityReference(Product.EntityLogicalName, _product1Id),
UoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId),
Amount = new Money(20),
DiscountTypeId = new EntityReference(DiscountType.EntityLogicalName,
_discountTypeId)
};
_priceListItem1Id = _serviceProxy.Create(newPriceListItem1);
// Create a price list item for the second product
ProductPriceLevel newPriceListItem2 = new ProductPriceLevel
{
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName, _priceListId),
ProductId = new EntityReference(Product.EntityLogicalName, _product2Id),
UoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId),
Amount = new Money(15)
};
_priceListItem2Id = _serviceProxy.Create(newPriceListItem2);
// Publish Product 1
SetStateRequest publishRequest1 = new SetStateRequest
{
EntityMoniker = new EntityReference(Product.EntityLogicalName, _product1Id),
State = new OptionSetValue((int)ProductState.Active),
Status = new OptionSetValue(1)
};
_serviceProxy.Execute(publishRequest1);
// Publish Product 2
SetStateRequest publishRequest2 = new SetStateRequest
{
EntityMoniker = new EntityReference(Product.EntityLogicalName, _product2Id),
State = new OptionSetValue((int)ProductState.Active),
Status = new OptionSetValue(1)
};
_serviceProxy.Execute(publishRequest2);
Console.WriteLine("Published {0} and {1}", newProduct1.Name, newProduct2.Name);
// Create an account record for the opportunity's potential customerid
Account newAccount = new Account
{
Name = "Litware, Inc.",
Address1_PostalCode = "60661"
};
_accountIds.Add(_serviceProxy.Create(newAccount));
newAccount = new Account
{
Name = "Margie's Travel",
Address1_PostalCode = "99999"
};
_accountIds.Add(_serviceProxy.Create(newAccount));
#endregion Create records to support Opportunity records
#region Create Opportunity records
// Create a new opportunity with user specified estimated revenue
Opportunity newOpportunity = new Opportunity
{
Name = "Example Opportunity",
CustomerId = new EntityReference(Account.EntityLogicalName,
_accountIds[0]),
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName,
_priceListId),
IsRevenueSystemCalculated = false,
EstimatedValue = new Money(400.00m),
FreightAmount = new Money(10.00m),
DiscountAmount = new Money(0.10m),
DiscountPercentage = 0.20m,
ActualValue = new Money(400.00m),
OwnerId = new EntityReference
{
Id = _salesRepresentativeIds[0],
LogicalName = SystemUser.EntityLogicalName
}
};
_opportunityIds.Add(_serviceProxy.Create(newOpportunity));
Opportunity secondOpportunity = new Opportunity
{
Name = "Example Opportunity 2",
CustomerId = new EntityReference(Account.EntityLogicalName,
_accountIds[1]),
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName,
_priceListId),
IsRevenueSystemCalculated = false,
EstimatedValue = new Money(400.00m),
FreightAmount = new Money(10.00m),
DiscountAmount = new Money(0.10m),
DiscountPercentage = 0.20m,
ActualValue = new Money(400.00m),
OwnerId = new EntityReference
{
Id = _salesRepresentativeIds[1],
LogicalName = SystemUser.EntityLogicalName
}
};
_opportunityIds.Add(_serviceProxy.Create(secondOpportunity));
// Create a catalog product
OpportunityProduct catalogProduct = new OpportunityProduct
{
OpportunityId = new EntityReference(Opportunity.EntityLogicalName,
_opportunityIds[0]),
ProductId = new EntityReference(Product.EntityLogicalName,
_product1Id),
UoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId),
Quantity = 8,
Tax = new Money(12.42m),
};
_catalogProductId = _serviceProxy.Create(catalogProduct);
// Create another catalog product and override the list price
OpportunityProduct catalogProductPriceOverride = new OpportunityProduct
{
OpportunityId = new EntityReference(Opportunity.EntityLogicalName,
_opportunityIds[1]),
ProductId = new EntityReference(Product.EntityLogicalName,
_product2Id),
UoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId),
Quantity = 3,
Tax = new Money(2.88m),
IsPriceOverridden = true,
PricePerUnit = new Money(12)
};
_catalogProductPriceOverrideId = _serviceProxy.Create(
catalogProductPriceOverride);
// create a new write-in opportunity product with a manual discount applied
OpportunityProduct writeInProduct = new OpportunityProduct
{
OpportunityId = new EntityReference(Opportunity.EntityLogicalName,
_opportunityIds[1]),
IsProductOverridden = true,
ProductDescription = "Example Write-in Product",
PricePerUnit = new Money(20.00m),
Quantity = 5,
ManualDiscountAmount = new Money(10.50m),
Tax = new Money(7.16m)
};
_writeInProductId = _serviceProxy.Create(writeInProduct);
// Close the opportunities as 'Won'
WinOpportunityRequest winRequest = new WinOpportunityRequest()
{
OpportunityClose = new OpportunityClose()
{
OpportunityId = new EntityReference
{
Id = _opportunityIds[0],
LogicalName = Opportunity.EntityLogicalName
},
ActualRevenue = new Money(400.00M),
ActualEnd = DateTime.Today
},
Status = new OptionSetValue(3)
};
_serviceProxy.Execute(winRequest);
winRequest = new WinOpportunityRequest()
{
OpportunityClose = new OpportunityClose()
{
OpportunityId = new EntityReference
{
Id = _opportunityIds[1],
LogicalName = Opportunity.EntityLogicalName
},
ActualRevenue = new Money(400.00M),
ActualEnd = DateTime.Today
},
Status = new OptionSetValue(3)
};
_serviceProxy.Execute(winRequest);
#endregion Create Opportunity records
}
/// <summary>
/// Deletes any entity records that were created for this sample.
/// <param name="prompt">Indicates whether to prompt the user
/// to delete the records created in this sample.</param>
/// </summary>
public void DeleteRequiredRecords(bool prompt)
{
// The three system users that were created by this sample will continue to
// exist on your system because system users cannot be deleted in Microsoft
// Dynamics CRM. They can only be enabled or disabled.
bool toBeDeleted = true;
if (prompt)
{
// Ask the user if the created entities should be deleted.
Console.Write("\nDo you want these entity records deleted? (y/n) [y]: ");
String answer = Console.ReadLine();
if (answer.StartsWith("y") ||
answer.StartsWith("Y") ||
answer == String.Empty)
{
toBeDeleted = true;
}
else
{
toBeDeleted = false;
}
}
if (toBeDeleted)
{
// Delete all records created in this sample.
_serviceProxy.Delete("goal", _firstChildGoalId);
_serviceProxy.Delete("goal", _secondChildGoalId);
_serviceProxy.Delete("goal", _parentGoalId);
_serviceProxy.Delete("goalrollupquery", _rollupQueryIds[0]);
_serviceProxy.Delete("goalrollupquery", _rollupQueryIds[1]);
_serviceProxy.Delete("opportunityproduct", _writeInProductId);
_serviceProxy.Delete("opportunityproduct", _catalogProductPriceOverrideId);
_serviceProxy.Delete("opportunityproduct", _catalogProductId);
_serviceProxy.Delete("opportunity", _opportunityIds[0]);
_serviceProxy.Delete("opportunity", _opportunityIds[1]);
_serviceProxy.Delete("account", _accountIds[0]);
_serviceProxy.Delete("account", _accountIds[1]);
_serviceProxy.Delete("productpricelevel", _priceListItem1Id);
_serviceProxy.Delete("productpricelevel", _priceListItem2Id);
_serviceProxy.Delete("pricelevel", _priceListId);
_serviceProxy.Delete("product", _product1Id);
_serviceProxy.Delete("product", _product2Id);
_serviceProxy.Delete("discount", _discountId);
_serviceProxy.Delete("discounttype", _discountTypeId);
_serviceProxy.Delete("uomschedule", _unitGroupId);
_serviceProxy.Delete("rollupfield", _inProgressId);
_serviceProxy.Delete("rollupfield", _actualId);
_serviceProxy.Delete("metric", _metricId);
Console.WriteLine("Entity record(s) have been deleted.");
}
}
#endregion How To Sample Code
#region Main method
/// <summary>
/// Standard Main() method used by most SDK samples.
/// </summary>
/// <param name="args"></param>
static public void Main(string[] args)
{
try
{
// Obtain the target organization's Web address and client logon
// credentials from the user.
ServerConnection serverConnect = new ServerConnection();
ServerConnection.Configuration config = serverConnect.GetServerConfiguration();
RollupAllGoalsForCustomPeriodAgainstTargetRevenue app = new RollupAllGoalsForCustomPeriodAgainstTargetRevenue();
app.Run(config, true);
}
catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault> ex)
{
Console.WriteLine("The application terminated with an error.");
Console.WriteLine("Timestamp: {0}", ex.Detail.Timestamp);
Console.WriteLine("Code: {0}", ex.Detail.ErrorCode);
Console.WriteLine("Message: {0}", ex.Detail.Message);
Console.WriteLine("Plugin Trace: {0}", ex.Detail.TraceText);
Console.WriteLine("Inner Fault: {0}",
null == ex.Detail.InnerFault ? "No Inner Fault" : "Has Inner Fault");
}
catch (System.TimeoutException ex)
{
Console.WriteLine("The application terminated with an error.");
Console.WriteLine("Message: {0}", ex.Message);
Console.WriteLine("Stack Trace: {0}", ex.StackTrace);
Console.WriteLine("Inner Fault: {0}",
null == ex.InnerException.Message ? "No Inner Fault" : ex.InnerException.Message);
}
catch (System.Exception ex)
{
Console.WriteLine("The application terminated with an error.");
Console.WriteLine(ex.Message);
// Display the details of the inner exception.
if (ex.InnerException != null)
{
Console.WriteLine(ex.InnerException.Message);
FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault> fe = ex.InnerException
as FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>;
if (fe != null)
{
Console.WriteLine("Timestamp: {0}", fe.Detail.Timestamp);
Console.WriteLine("Code: {0}", fe.Detail.ErrorCode);
Console.WriteLine("Message: {0}", fe.Detail.Message);
Console.WriteLine("Plugin Trace: {0}", fe.Detail.TraceText);
Console.WriteLine("Inner Fault: {0}",
null == fe.Detail.InnerFault ? "No Inner Fault" : "Has Inner Fault");
}
}
}
// Additional exceptions to catch: SecurityTokenValidationException, ExpiredSecurityTokenException,
// SecurityAccessDeniedException, MessageSecurityException, and SecurityNegotiationException.
finally
{
Console.WriteLine("Press <Enter> to exit.");
Console.ReadLine();
}
}
#endregion Main method
}
}
See Also
RecalculateRequest
Goal management entities
Sample: Rollup goal data for a fiscal period against the stretch target count
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