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Sample: Create a connection role (early bound)

 

Applies To: Dynamics CRM 2015

This sample code is for Microsoft Dynamics CRM 2015 and Microsoft Dynamics CRM Online 2015 Update. Download the Microsoft Dynamics CRM SDK package. The sample code can be found in the following location in the download package:

SampleCode\CS\BusinessDataModel\BusinessManagement\CreateConnectionRole.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 a connection role that can be used for accounts and contacts.

Example


using System;
using System.ServiceModel;

// 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 set the connection role object type.
    /// </summary>
    public class CreateConnectionRole
    {
        #region Class Level Members

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

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

        #endregion Class Level Members

        #region How To Sample Code
        /// <summary>
        /// Create and configure the organization service proxy.
        /// Create a new connectionrole instance and set the object type.
        /// 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();


                    // Define some anonymous types to define the range 
                    // of possible connection property values.
                    var Categories = new
                    {
                        Business = 1,
                        Family = 2,
                        Social = 3,
                        Sales = 4,
                        Other = 5
                    };

                    // Create a Connection Role for account and contact
                    ConnectionRole newConnectionRole = new ConnectionRole
                    {
                        Name = "Example Connection Role",
                        Category = new OptionSetValue(Categories.Business)
                    };

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

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

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

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

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

                    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 deleteRecords = true;

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

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

            if (deleteRecords)
            {
                _serviceProxy.Delete(ConnectionRole.EntityLogicalName, _connectionRoleId);

                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();

                CreateConnectionRole app = new CreateConnectionRole();
                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: Create a reciprocal connection role (early bound)

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