Sample: Retrieve all charts attached to an entity

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\VisualizationsAndDashboards\RetrieveVisualizationsAttachedToAnEntity.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 retrieve all the organization-owned visualizations attached to an entity by using the IOrganizationService.RetrieveMultiple method.

Example


using System;
using System.Linq;
using System.ServiceModel;
using System.ServiceModel.Description;

// 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.Client;
using Microsoft.Xrm.Sdk.Query;
using Microsoft.Xrm.Sdk.Discovery;
using Microsoft.Xrm.Sdk.Messages;

// 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>
    /// This sample shows how to retrieve organization-owned visualizations attached to
    /// an entity. This sample specifically retrieves organization-owned visualizations
    /// that are attached to the 'Account' entity.
    /// </summary>
    public class RetrieveVisualizationsAttachedToAnEntity
    {
        #region Class Level Members
        /// <summary>
        /// Stores the organization service proxy.
        /// </summary>
        OrganizationServiceProxy _serviceProxy;

        #endregion Class Level Members

        #region How To Sample Code
        /// <summary>
        /// Create and configure the organization service proxy.
        /// Retrieve organization-owned visualizations.
        /// Optionally delete any entity records that were created for this sample.
        /// </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();

                    // Create a query for retrieving all organization-owned visualizations 
                    // that are attached to the account entity.
                    QueryExpression mySavedQuery = new QueryExpression
                    {
                        EntityName = SavedQueryVisualization.EntityLogicalName,
                        ColumnSet = new ColumnSet("name"),
                        Criteria = new FilterExpression
                        {
                            Conditions = 
                         {
                            new ConditionExpression
                               {
                                  AttributeName = "primaryentitytypecode",
                                  Operator = ConditionOperator.Equal,
                                  Values =  {Account.EntityLogicalName}
                               }
                         }
                        }
                    };

                    // Retrieve a collection of organization-owned visualizations that are attached to the account entity.
                    DataCollection<Entity> results = _serviceProxy.RetrieveMultiple(mySavedQuery).Entities;

                    // Display the names of the retrieved organization-owned visualizations.
                    Console.WriteLine("Retrieved the following visualizations for the Account entity:");
                    foreach (Entity entity in results)
                    {
                        SavedQueryVisualization orgVisualization = (SavedQueryVisualization)entity;
                        Console.WriteLine("{0}", orgVisualization.Name);
                    }
                }
            }
            // 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;
            }
        }

        #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();

               RetrieveVisualizationsAttachedToAnEntity app = new RetrieveVisualizationsAttachedToAnEntity();
               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: Retrieve all charts attached to an entity

Requirements

Demonstrates

Example

See Also

Additional resources