Sample: Convert a fax to a task

Article
11/28/2016
Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online
This sample code is for Microsoft Dynamics 365 (online & on-premises). Download the Microsoft Dynamics CRM SDK package. It can be found in the following location in the download package:
SampleCode\CS\BusinessDataModel\Activities\ConvertFaxToTask.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 create a task for a fax by using the IOrganizationService.Create method.
Example


using System;
using System.ServiceModel;
using System.ServiceModel.Description;
using System.Text;

// These namespaces are found in the Microsoft.Xrm.Sdk.dll assembly
// found in the SDK\bin folder.
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;
using Microsoft.Xrm.Sdk.Discovery;
using Microsoft.Xrm.Sdk.Messages;
using Microsoft.Xrm.Sdk.Client;


// This namespace is found in the Microsoft.Crm.Sdk.Proxy.dll assembly
// found in the SDK\bin folder.
using Microsoft.Crm.Sdk.Messages;

namespace Microsoft.Crm.Sdk.Samples
{
    public class ConvertFaxToTask
    {
        #region Class Level Members

        /// <summary>
        /// Stores the organization service proxy.
        /// </summary>
        private OrganizationServiceProxy _serviceProxy;

        // Define the IDs needed for this sample.
        private Guid _faxId;
        private Guid _taskId;
        private Guid _userId;

        #endregion Class Level Members

        #region How To Sample Code
        /// <summary>
        /// Convert a fax to a task.
        /// <param name="serverConfig">Contains server connection information.</param>
        /// <param name="promptforDelete">When True, the user will be prompted to delete all
        /// created entities.</param>
        /// </summary>
        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();

                    // Call the method to create any data that this sample requires.
                    CreateRequiredRecords();


                    // Retrieve the fax.
                    Fax retrievedFax = (Fax)_serviceProxy.Retrieve(Fax.EntityLogicalName, _faxId, new ColumnSet(true));

                    // Create a task.
                    Task task = new Task()
                    {
                        Subject = "Follow Up: " + retrievedFax.Subject,
                        ScheduledEnd = retrievedFax.CreatedOn.Value.AddDays(7),
                    };
                    _taskId = _serviceProxy.Create(task);

                    // Verify that the task has been created                    
                    if (_taskId != Guid.Empty)
                    {
                        Console.WriteLine("Created a task for the fax: '{0}'.", task.Subject);
                    }                   


                    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>
        /// This method creates any entity records that this sample requires.        
        /// </summary>
        public void CreateRequiredRecords()
        {
            // Get the current user.
            WhoAmIRequest userRequest = new WhoAmIRequest();
            WhoAmIResponse userResponse = (WhoAmIResponse)_serviceProxy.Execute(userRequest);
            _userId = userResponse.UserId;

            // Create the activity party for sending and receiving the fax.
            ActivityParty party = new ActivityParty
            {
                PartyId = new EntityReference(SystemUser.EntityLogicalName, _userId)
            };

            // Create the fax object.
            Fax fax = new Fax
            {
                Subject = "Sample Fax",
                From = new ActivityParty[] { party },
                To = new ActivityParty[] { party }
            };
            _faxId = _serviceProxy.Create(fax);
            Console.WriteLine("Created a fax: '{0}'.", fax.Subject);
        }

        /// <summary>
        /// Deletes the custom entity record that was created for this sample.
        /// <param name="prompt">Indicates whether to prompt the user 
        /// to delete the entity created in this sample.</param>
        /// </summary>
        public void DeleteRequiredRecords(bool prompt)
        {
            bool deleteRecords = true;

            if (prompt)
            {
                Console.WriteLine("\nDo you want these entity records deleted? (y/n)");
                String answer = Console.ReadLine();

                deleteRecords = (answer.StartsWith("y") || answer.StartsWith("Y"));
            }

            if (deleteRecords)
            {

                _serviceProxy.Delete(Fax.EntityLogicalName, _faxId);                
                _serviceProxy.Delete(Task.EntityLogicalName, _taskId);

                Console.WriteLine("Entity records have been deleted.");
            }
        }

        #endregion How To Sample Code

        #region Main
        /// <summary>
        /// Main. Runs the sample and provides error output.
        /// <param name="args">Array of arguments to Main method.</param>
        /// </summary>
        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();

                ConvertFaxToTask app = new ConvertFaxToTask();
                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

    }
}
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Sample: Convert a fax to a task

Requirements

Demonstrates

Example

See Also

Additional resources
