Exemplo: Criar e atualizar uma entidade com suporte para email
Publicado: janeiro de 2017
Aplicável a: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online
Este código de exemplo é para o Microsoft Dynamics 365 (online e local).Baixe o pacote do SDK do Microsoft Dynamics CRM. Pode ser encontrado no seguinte local no pacote de download:
SampleCode\CS\Metadata\Entities\CreateUpdateEmailableEntity.cs
Requisitos
Para obter mais informações sobre os requisitos necessários à execução do código de exemplo fornecido neste SDK, consulte Usar o código de exemplo e auxiliar.
Demonstra
Este exemplo mostra como criar uma entidade que possa ser usada no campo Para de uma atividade de email. Ele usa a mensagem CreateEntityRequest.
Exemplo
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;
using Microsoft.Xrm.Sdk.Metadata;
// 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
{
public class CreateUpdateEmailableEntity
{
#region Class Level Members
/// <summary>
/// Stores the organization service proxy.
/// </summary>
private OrganizationServiceProxy _serviceProxy;
private const String _customEntityName = "new_agent";
#endregion Class Level Members
#region How To Sample Code
/// <summary>
/// Create a custom entity that can be used in the To field of an email activity.
/// Update the custom entity.
/// Optionally delete the custom entity.
/// </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 custom entity.
CreateEntityRequest createrequest = new CreateEntityRequest
{
// Define an entity to enable for emailing. In order to do so,
// IsActivityParty must be set.
Entity = new EntityMetadata
{
SchemaName = _customEntityName,
DisplayName = new Label("Agent", 1033),
DisplayCollectionName = new Label("Agents", 1033),
Description = new Label("Insurance Agents", 1033),
OwnershipType = OwnershipTypes.UserOwned,
IsActivity = false,
// Unless this flag is set, this entity cannot be party to an
// activity.
IsActivityParty = true
},
// As with built-in emailable entities, the Primary Attribute will
// be used in the activity party screens. Be sure to choose descriptive
// attributes.
PrimaryAttribute = new StringAttributeMetadata
{
SchemaName = "new_fullname",
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
MaxLength = 100,
FormatName = StringFormatName.Text,
DisplayName = new Label("Agent Name", 1033),
Description = new Label("Agent Name", 1033)
}
};
_serviceProxy.Execute(createrequest);
Console.WriteLine("The emailable entity has been created.");
// The entity will not be selectable as an activity party until its customizations
// have been published. Otherwise, the e-mail activity dialog cannot find
// a correct default view.
PublishAllXmlRequest publishRequest = new PublishAllXmlRequest();
_serviceProxy.Execute(publishRequest);
// Before any emails can be created for this entity, an Email attribute
// must be defined.
CreateAttributeRequest createFirstEmailAttributeRequest = new CreateAttributeRequest
{
EntityName = _customEntityName,
Attribute = new StringAttributeMetadata
{
SchemaName = "new_emailaddress",
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
MaxLength = 100,
FormatName = StringFormatName.Email,
DisplayName = new Label("Email Address", 1033),
Description = new Label("Email Address", 1033)
}
};
_serviceProxy.Execute(createFirstEmailAttributeRequest);
Console.WriteLine("An email attribute has been added to the emailable entity.");
// Create a second, alternate email address. Since there is already one
// email attribute on the entity, this will never be used for emailing
// even if the first one is not populated.
CreateAttributeRequest createSecondEmailAttributeRequest = new CreateAttributeRequest
{
EntityName = _customEntityName,
Attribute = new StringAttributeMetadata
{
SchemaName = "new_secondaryaddress",
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
MaxLength = 100,
FormatName = StringFormatName.Email,
DisplayName = new Label("Secondary Email Address", 1033),
Description = new Label("Secondary Email Address", 1033)
}
};
_serviceProxy.Execute(createSecondEmailAttributeRequest);
Console.WriteLine("A second email attribute has been added to the emailable entity.");
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 the custom entity that was 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 deleteEntity = true;
if (prompt)
{
Console.WriteLine("\nDo you want this custom entity deleted? (y/n)");
String answer = Console.ReadLine();
deleteEntity = (answer.StartsWith("y") || answer.StartsWith("Y"));
}
if (deleteEntity)
{
DeleteEntityRequest request = new DeleteEntityRequest()
{
LogicalName = _customEntityName,
};
_serviceProxy.Execute(request);
Console.WriteLine("The 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();
CreateUpdateEmailableEntity app = new CreateUpdateEmailableEntity();
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
}
}
Confira Também
Usar o serviço da Organização com metadados do Dynamics 365
Personalizar metadados da entidade
Exemplo: Despejar metadados da entidade em um arquivo
Criar e atualizar uma entidade que pode ser enviada por e-mail
Microsoft Dynamics 365
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