Sample: Link custom attributes between series and instances

Applies to Dynamics 365 for Customer Engagement apps version 9.x

This sample code is for Dynamics 365 for Customer Engagement. Download the complete sample from Sample: Work with Schedules and Appointments.

Prerequisites

Internet connection is required to download the sample project and to restore the NuGet packages used in the sample project.

Requirements

For more information about the requirements for running the sample code provided here, see Use the sample and helper code.

Demonstrates

This sample shows how to link a custom attribute that is created for a recurring appointment series (RecurringAppointmentMaster) with a custom attribute that is created for the appointment instances (Appointment).

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.Query;
using Microsoft.Xrm.Sdk.Client;
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
{
    /// <summary>
    /// This sample shows how to custom attribute created for 
    /// recurring appointment series with a custom attribute 
    /// created for the appointment instances.
    /// </summary>
    public class LinkCustomAttributesBetweenSeriesandInstances
    {
        #region Class Level Members

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

        // Define the IDs as well as strings needed for this sample.
        public Guid _instanceAttributeID;
        public Guid _seriesAttributeID;
        
        #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.
        /// Link the custom attributes.
        /// 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 a custom string attribute for the appointment instance
                    StringAttributeMetadata customAppointmentInstanceAttribute = new StringAttributeMetadata
                    {
                        LogicalName = "new_customAppInstanceAttribute",
                        DisplayName = new Label("CustomAppInstanceAttribute", 1033),
                        Description = new Label("Sample Custom Appointment Instance Attribute", 1033),
                        MaxLength = 500,
                        RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
                        SchemaName = "new_customAppInstanceAttribute"
                    };

                    CreateAttributeRequest instanceAttributeRequest = new CreateAttributeRequest
                    {
                        Attribute = customAppointmentInstanceAttribute,
                        EntityName = "appointment"
                    };

                    CreateAttributeResponse instanceAttributeResponse = (CreateAttributeResponse)_serviceProxy.Execute(instanceAttributeRequest);
                    _instanceAttributeID = instanceAttributeResponse.AttributeId;

                    // Create a custom string attribute for the recurring appointment master (series)
                    StringAttributeMetadata customAppointmentSeriesAttribute = new StringAttributeMetadata
                    {
                        LogicalName = "new_customAppSeriesAttribute",
                        DisplayName = new Label("CustomAppSeriesAttribute", 1033),
                        Description = new Label("Sample Custom Appointment Series Attribute", 1033),
                        MaxLength = 500,
                        RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
                        SchemaName = "new_customAppSeriesAttribute",
                        LinkedAttributeId = _instanceAttributeID // Link the custom attribute to the appointment’s custom attribute.
                    };

                    CreateAttributeRequest seriesAttributeRequest = new CreateAttributeRequest
                    {
                        Attribute = customAppointmentSeriesAttribute,
                        EntityName = "recurringappointmentmaster"
                    };

                    CreateAttributeResponse seriesAttributeResponse = (CreateAttributeResponse)_serviceProxy.Execute(seriesAttributeRequest);
                    _seriesAttributeID = seriesAttributeResponse.AttributeId;

                    // Publish all the changes to the solution.
                    PublishAllXmlRequest createRequest = new PublishAllXmlRequest();
                    _serviceProxy.Execute(createRequest);

                    Console.WriteLine("Created a custom string attribute, {0}, for the appointment.", customAppointmentInstanceAttribute.LogicalName);
                    Console.WriteLine("Created a custom string attribute, {0}, for the recurring appointment, and linked it with {1}.", customAppointmentSeriesAttribute.LogicalName, customAppointmentInstanceAttribute.LogicalName);


                    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 to be deleted? (y/n)");
                String answer = Console.ReadLine();

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

            if (deleteRecords)
            {
                DeleteAttributeRequest delSeriesAttribute = new DeleteAttributeRequest
                {
                    LogicalName = "new_customappseriesattribute",
                    EntityLogicalName = RecurringAppointmentMaster.EntityLogicalName
                };
                _serviceProxy.Execute(delSeriesAttribute);

                DeleteAttributeRequest delInstanceAttribute = new DeleteAttributeRequest
                {
                    LogicalName = "new_customappinstanceattribute",
                    EntityLogicalName = Appointment.EntityLogicalName
                };
                _serviceProxy.Execute(delInstanceAttribute);

                // Publish all the changes to the solution.
                PublishAllXmlRequest delRequest = new PublishAllXmlRequest();
                _serviceProxy.Execute(delRequest);
                
                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();

                LinkCustomAttributesBetweenSeriesandInstances app = new LinkCustomAttributesBetweenSeriesandInstances();
                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: CrmServiceHelper Class
Link Custom Attributes between Series and Instances
Sample Code for Recurring Appointments
IOrganizationService