Sample: Search for openings to schedule a resource

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\ScheduleAndAppointment\ScheduleResource.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

The following code example shows how to find openings to schedule a resource by using the SearchRequest message.
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 schedule a resource.
    /// </summary>
    public class ScheduleResource
    {
        #region Class Level Members

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

        // Define the IDs needed for this sample.
        public Guid _vanId;
        public Guid _groupId;
        public Guid _specId;
        public Guid _plumberServiceId;

        #endregion Class Level Members

        #region How To Sample Code
        /// <summary>
        /// Create and configure the organization service proxy.
        /// Initiate the method to create any data that this sample requires.
        /// Schedule a resource.        
        /// 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();

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

                    // Create the van required resource object.
                    RequiredResource vanReq = new RequiredResource
                    {
                        ResourceId = _vanId,
                        ResourceSpecId = _specId
                    };

                    // Create the appointment request.
                    AppointmentRequest appointmentReq = new AppointmentRequest
                    {
                        RequiredResources = new RequiredResource[] { vanReq },
                        Direction = SearchDirection.Backward,
                        Duration = 60,
                        NumberOfResults = 10,
                        ServiceId = _plumberServiceId,
                        // The search window describes the time when the resouce can be scheduled.
                        // It must be set.
                        SearchWindowStart = DateTime.Now.ToUniversalTime(),
                        SearchWindowEnd = DateTime.Now.AddDays(7).ToUniversalTime(),
                        UserTimeZoneCode = 1
                    };

                    // Verify whether there are openings available to schedule the appointment using this resource              
                    SearchRequest search = new SearchRequest
                    {
                        AppointmentRequest = appointmentReq
                    };
                    SearchResponse searched = (SearchResponse)_serviceProxy.Execute(search);

                    if (searched.SearchResults.Proposals.Length > 0)
                    {
                        Console.WriteLine("Openings are available to schedule the resource.");
                    }

                    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's information.
            WhoAmIRequest userRequest = new WhoAmIRequest();
            WhoAmIResponse userResponse = (WhoAmIResponse)_serviceProxy.Execute(userRequest);

            // Create the van resource.
            Equipment van = new Equipment
            {
                Name = "Van 1",
                TimeZoneCode = 1,
                BusinessUnitId = new EntityReference(BusinessUnit.EntityLogicalName, userResponse.BusinessUnitId)
            };

            _vanId = _serviceProxy.Create(van);

            Console.WriteLine("Created a sample equipment: {0}.", van.Name);

            // Create the contraints for creating the plumber resource group
            System.Text.StringBuilder builder = new System.Text.StringBuilder("<Constraints>");
            builder.Append("<Constraint>");
            builder.Append("<Expression>");
            builder.Append("<Body>resource[\"Id\"] == ");
            builder.Append(userResponse.UserId.ToString("B"));
            builder.Append(" || resource[\"Id\"] == ");
            builder.Append(_vanId.ToString("B"));
            builder.Append("</Body>");
            builder.Append("<Parameters>");
            builder.Append("<Parameter name=\"resource\" />");
            builder.Append("</Parameters>");
            builder.Append("</Expression>");
            builder.Append("</Constraint>");
            builder.Append("</Constraints>");

            // Define an anonymous type to define the possible constraint based group type code values.
            var ConstraintBasedGroupTypeCode = new
            {
                Static = 0,
                Dynamic = 1,
                Implicit = 2
            };
            // Create the plumber resource group.
            ConstraintBasedGroup group = new ConstraintBasedGroup
            {
                BusinessUnitId = new EntityReference(BusinessUnit.EntityLogicalName, userResponse.BusinessUnitId),
                Name = "Plumber with Van 1",
                Constraints = builder.ToString(),
                GroupTypeCode = new OptionSetValue(ConstraintBasedGroupTypeCode.Static),
            };

            _groupId = _serviceProxy.Create(group);

            Console.WriteLine("Created a sample resource group: {0}.", group.Name);

            // Create the resource specification.
            ResourceSpec spec = new ResourceSpec
            {
                BusinessUnitId = new EntityReference(BusinessUnit.EntityLogicalName, userResponse.BusinessUnitId),
                ObjectiveExpression = @"
                    <Expression>
                        <Body>udf ""Random""(factory,resource,appointment,request,leftoffset,rightoffset)</Body>
                        <Parameters>
                            <Parameter name=""factory"" />
                            <Parameter name=""resource"" />
                            <Parameter name=""appointment"" />
                            <Parameter name=""request"" />
                            <Parameter name=""leftoffset"" />
                            <Parameter name=""rightoffset"" />
                        </Parameters>
                        <Properties EvaluationInterval=""P0D"" evaluationcost=""0"" />
                    </Expression>",
                RequiredCount = 1,
                Name = "Test Spec",
                GroupObjectId = _groupId
            };
            _specId = _serviceProxy.Create(spec);

            // Create the plumber required resource object.
            RequiredResource plumberReq = new RequiredResource
            {
                ResourceId = userResponse.UserId,   // assume current user is the plumber
                ResourceSpecId = _specId
            };


            // Create the service for the equipment.
            Service plumberService = new Service
            {
                Name = "Plumber 1",
                Duration = 60,
                InitialStatusCode = new OptionSetValue(1),
                Granularity = "FREQ=MINUTELY;INTERVAL=15;",
                ResourceSpecId = new EntityReference(ResourceSpec.EntityLogicalName, _specId)
            };

            _plumberServiceId = _serviceProxy.Create(plumberService);

            Console.WriteLine("Created a sample service for the equipment: {0}.", plumberService.Name);
        }


        /// <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)
        {
            bool deleteRecords = true;

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

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

            if (deleteRecords)
            {
                _serviceProxy.Delete(Service.EntityLogicalName, _plumberServiceId);
                _serviceProxy.Delete(Equipment.EntityLogicalName, _vanId);
                Console.WriteLine("Entity records have been deleted.");
            }
        }

        #endregion How To Sample Code

        #region Main
        /// <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();

                ScheduleResource app = new ScheduleResource();
                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: Search for openings to schedule a resource

Requirements

Demonstrates

Example

See Also

Additional resources
