샘플: 새 담당자에게 레코드 할당
게시 날짜: 2016년 11월
적용 대상: Dynamics CRM 2015
이 샘플 코드는 Microsoft Dynamics CRM 2015 및 Microsoft Dynamics CRM Online 2015 업데이트용입니다.Microsoft Dynamics CRM SDK 패키지를 다운로드합니다. 다운로드 패키지의 다음 위치에서 확인할 수 있습니다.
SampleCode\CS\GeneralProgramming\EarlyBound\Assign.cs
요구 사항
이 샘플 코드에서 새 사용자를 만들려면 관리자 권한이 필요합니다.이 SDK에서 제공된 샘플 코드를 실행하기 위한 요구 사항에 대한 자세한 내용은 샘플 및 도우미 코드 사용을 참조하십시오.
예제
이 샘플에서는 AssignRequest 메시지를 사용하여 다른 사용자에게 거래처를 할당하는 방법을 보여 줍니다.
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.Query;
using Microsoft.Crm.Sdk.Messages;
using Microsoft.Xrm.Sdk.Client;
namespace Microsoft.Crm.Sdk.Samples
{
/// <summary>
/// This Sample shows how to assign an account to another user.
/// </summary>
/// <remarks>
/// Note: This sample expects another user to be present in
/// the current business unit other than the current credentials.
/// </remarks>
public class Assign
{
#region Class Level Members
// Define the IDs needed for this sample.
private Guid _accountId;
private Guid _myUserId;
private Guid _otherUserId;
// Declare the service proxy referring the CRUD
private OrganizationServiceProxy _serviceProxy;
private IOrganizationService _service;
#endregion Class Level Members
#region How To Sample Code
/// <summary>
/// Create and configure the organization service proxy.
/// Retrieves new owner's details and creates an account record.
/// Assign the account to new owner.
/// 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();
_service = (IOrganizationService)_serviceProxy;
// Call the method to create any data that this sample requires.
CreateRequiredRecords();
// Create the Request Object and Set the Request Object's Properties
AssignRequest assign = new AssignRequest
{
Assignee = new EntityReference(SystemUser.EntityLogicalName,
_otherUserId),
Target = new EntityReference(Account.EntityLogicalName,
_accountId)
};
// Execute the Request
_service.Execute(assign);
Console.WriteLine("The account is owned by new owner.");
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.
/// Retrieves the user details.
/// Create an account record.
/// </summary>
public void CreateRequiredRecords()
{
WhoAmIRequest userRequest = new WhoAmIRequest();
WhoAmIResponse user = (WhoAmIResponse)_service.Execute(userRequest);
// Current user.
_myUserId = user.UserId;
// Query to retrieve other users.
QueryExpression querySystemUser = new QueryExpression
{
EntityName = SystemUser.EntityLogicalName,
ColumnSet = new ColumnSet(new String[] { "systemuserid", "fullname" }),
Criteria = new FilterExpression()
};
querySystemUser.Criteria.AddCondition("businessunitid",
ConditionOperator.Equal, user.BusinessUnitId);
querySystemUser.Criteria.AddCondition("systemuserid",
ConditionOperator.NotEqual, _myUserId);
// Excluding SYSTEM user.
querySystemUser.Criteria.AddCondition("lastname",
ConditionOperator.NotEqual, "SYSTEM");
// Excluding INTEGRATION user.
querySystemUser.Criteria.AddCondition("lastname",
ConditionOperator.NotEqual, "INTEGRATION");
DataCollection<Entity> otherUsers = _service.RetrieveMultiple(
querySystemUser).Entities;
int count = _service.RetrieveMultiple(querySystemUser).Entities.Count;
if ( count > 0)
{
_otherUserId = (Guid)otherUsers[count-1].Attributes["systemuserid"];
Console.WriteLine("Retrieved new owner {0} for assignment.",
otherUsers[count - 1].Attributes["fullname"]);
}
else
{
throw new FaultException(
"No other user found in the current business unit for assignment.");
}
// Create an Account record
Account newAccount = new Account
{
Name = "Example Account"
};
_accountId = _service.Create(newAccount);
Console.WriteLine("Created {0}", newAccount.Name);
return;
}
/// <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 deleted? (y/n) [y]: ");
String answer = Console.ReadLine();
deleteRecords = (answer.StartsWith("y") || answer.StartsWith("Y") || answer == String.Empty);
}
if (deleteRecords)
{
_service.Delete(Account.EntityLogicalName, _accountId);
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();
Assign app = new Assign();
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
}
}
참고 항목
AssignRequest
IOrganizationService
코드에 초기 바인딩 엔터티 클래스 사용
샘플: 엔터티 인스턴스 직렬화 및 역직렬화
할당
엔터티 소유권 형태
도우미 코드: ServerConnection 클래스
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