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Sample: Create a reciprocal connection role (early bound)

 

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. This sample code can be found in the following location in the download package:

SampleCode\CS\BusinessDataModel\BusinessManagement\CreateReciprocalConnectionRole.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 the reciprocal connection roles. It creates a connection role for an account and a connection role for a contact, and then makes them reciprocal by associating them with each other.

Example


using System;
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 create a reciprocal connection role.
    /// </summary>
    public class CreateReciprocalConnectionRole
    {
        #region Class Level Members

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

        // Define the IDs needed for this sample.
        public Guid _connectionRole1Id;
        public Guid _connectionRole2Id;

        #endregion Class Level Members

        #region How To Sample Code
        /// <summary>
        /// Create and configure the organization service proxy.
        /// Create the connection role instances.
        /// Associate the connection roles.
        /// 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 the Connection Role 1
                    ConnectionRole newConnectionRole1 = new ConnectionRole
                    {
                        Name = "Example Connection Role 1",
                        Category = new OptionSetValue((int)connectionrole_category.Business),
                    };

                    _connectionRole1Id = _serviceProxy.Create(newConnectionRole1);
                    Console.WriteLine("Created {0}.", newConnectionRole1.Name);

                    // Create a related Connection Role Object Type Code record for Account
                    ConnectionRoleObjectTypeCode newAccountConnectionRole1TypeCode
                        = new ConnectionRoleObjectTypeCode
                        {
                            ConnectionRoleId = new EntityReference(
                                ConnectionRole.EntityLogicalName, _connectionRole1Id),
                            AssociatedObjectTypeCode = Account.EntityLogicalName
                        };

                    _serviceProxy.Create(newAccountConnectionRole1TypeCode);
                    Console.WriteLine(
                        "Created a related Connection Role 1 Object Type Code record for Account."
                        );

                    // Create a related Connection Role Object Type Code record for Contact
                    ConnectionRoleObjectTypeCode newContactConnectionRole1TypeCode
                        = new ConnectionRoleObjectTypeCode
                        {
                            ConnectionRoleId = new EntityReference(
                                ConnectionRole.EntityLogicalName, _connectionRole1Id),
                            AssociatedObjectTypeCode = Contact.EntityLogicalName
                        };

                    _serviceProxy.Create(newContactConnectionRole1TypeCode);
                    Console.WriteLine(
                        "Created a related Connection Role 1 Object Type Code record for Contact."
                        );

                    // Create the Connection Role 2
                    ConnectionRole newConnectionRole2 = new ConnectionRole
                    {
                        Name = "Example Connection Role 2",
                        Category = new OptionSetValue((int)connectionrole_category.Business),
                    };

                    _connectionRole2Id = _serviceProxy.Create(newConnectionRole2);
                    Console.WriteLine("Created {0}.", newConnectionRole2.Name);

                    // Create a related Connection Role 2 Object Type Code record for Account
                    ConnectionRoleObjectTypeCode newAccountConnectionRole2TypeCode
                        = new ConnectionRoleObjectTypeCode
                        {
                            ConnectionRoleId = new EntityReference(
                                ConnectionRole.EntityLogicalName, _connectionRole2Id),
                            AssociatedObjectTypeCode = Account.EntityLogicalName
                        };

                    _serviceProxy.Create(newAccountConnectionRole2TypeCode);
                    Console.WriteLine(
                        "Created a related Connection Role 2 Object Type Code record for Account."
                        );

                    // Create a related Connection Role 2 Object Type Code record for Contact
                    ConnectionRoleObjectTypeCode newContactConnectionRole2TypeCode
                        = new ConnectionRoleObjectTypeCode
                        {
                            ConnectionRoleId = new EntityReference(
                                ConnectionRole.EntityLogicalName, _connectionRole2Id),
                            AssociatedObjectTypeCode = Contact.EntityLogicalName
                        };

                    _serviceProxy.Create(newContactConnectionRole2TypeCode);
                    Console.WriteLine(
                        "Created a related Connection Role 2 Object Type Code record for Contact."
                        );
                    // Associate the connection roles
                     AssociateRequest associateConnectionRoles = new AssociateRequest
                    {
                        Target = new EntityReference(ConnectionRole.EntityLogicalName,
                            _connectionRole1Id),
                        RelatedEntities = new EntityReferenceCollection()
                        {
                            new EntityReference(ConnectionRole.EntityLogicalName,
                                _connectionRole2Id)
                        },
                        // The name of the relationship connection role association 
                        // relationship in MS CRM
                        Relationship = new Relationship()
                        {
                            PrimaryEntityRole = EntityRole.Referencing, // Referencing or Referenced based on N:1 or 1:N reflexive relationship.
                            SchemaName = "connectionroleassociation_association"
                        }
                    };

                    _serviceProxy.Execute(associateConnectionRoles);
                    Console.WriteLine("Associated the connection roles.");

                    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>
        /// 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 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)
            {
                _serviceProxy.Delete(ConnectionRole.EntityLogicalName, _connectionRole1Id);
                _serviceProxy.Delete(ConnectionRole.EntityLogicalName, _connectionRole2Id);

                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();

                CreateReciprocalConnectionRole app = new CreateReciprocalConnectionRole();
                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
    }
}

See Also

Sample code for connection entities
Connection entities
Sample: Update a connection role (early bound)

Microsoft Dynamics 365

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