Sample: Create and retrieve Outlook filters

Article
07/22/2016

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. It can be found in the following location in the download package:

SampleCode\CS\Client\Outlook\RetrieveDataFilters.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 retrieve filters for Microsoft Dynamics CRM for Outlook.

Example



// Create and Retrieve Offline Filter
// In your Outlook client, this will appear in the System Filters tab
// under File | CRM | Synchronize | Outlook Filters.
Console.Write("Creating offline filter");
String contactName = String.Format("offlineFilteredContact {0}",
    DateTime.Now.ToLongTimeString());
String fetchXml = String.Format("<fetch version=\"1.0\" output-format=\"xml-platform\" mapping=\"logical\"><entity name=\"contact\"><attribute name=\"contactid\" /><filter type=\"and\">" +
    "<condition attribute=\"ownerid\" operator=\"eq-userid\" /><condition attribute=\"description\" operator=\"eq\" value=\"{0}\" />" +
    "<condition attribute=\"statecode\" operator=\"eq\" value=\"0\" /></filter></entity></fetch>", contactName);
SavedQuery filter = new SavedQuery();
filter.FetchXml = fetchXml;
filter.IsQuickFindQuery = false;
filter.QueryType = SavedQueryQueryType.OfflineFilters;
filter.ReturnedTypeCode = Contact.EntityLogicalName;
filter.Name = "ReadOnlyFilter_" + contactName;
filter.Description = "Sample offline filter for Contact entity";
_offlineFilter = _serviceProxy.Create(filter);

Console.WriteLine(" and retrieving offline filter");
SavedQuery result = (SavedQuery)_serviceProxy.Retrieve(
    SavedQuery.EntityLogicalName,
    _offlineFilter,
    new ColumnSet("name", "description"));
Console.WriteLine("Name: {0}", result.Name);
Console.WriteLine("Description: {0}", result.Description);
Console.WriteLine();

// Create and Retrieve Offline Template
// In your Outlook client, this will appear in the User Filters tab
// under File | CRM | Synchronize | Outlook Filters.
Console.Write("Creating offline template");
String accountName = String.Format("offlineFilteredAccount {0}",
    DateTime.Now.ToLongTimeString());
fetchXml = String.Format("<fetch version=\"1.0\" output-format=\"xml-platform\" mapping=\"logical\"><entity name=\"account\"><attribute name=\"accountid\" /><filter type=\"and\">" +
    "<condition attribute=\"ownerid\" operator=\"eq-userid\" /><condition attribute=\"name\" operator=\"eq\" value=\"{0}\" />" +
    "<condition attribute=\"statecode\" operator=\"eq\" value=\"0\" /></filter></entity></fetch>", accountName);
SavedQuery template = new SavedQuery();
template.FetchXml = fetchXml;
template.IsQuickFindQuery = false;
template.QueryType = SavedQueryQueryType.OfflineTemplate;
template.ReturnedTypeCode = Account.EntityLogicalName;
template.Name = "ReadOnlyFilter_" + accountName;
template.Description = "Sample offline template for Account entity";
_offlineTemplate = _serviceProxy.Create(template);

Console.WriteLine(" and retrieving offline template");
result = (SavedQuery)_serviceProxy.Retrieve(
    SavedQuery.EntityLogicalName,
    _offlineTemplate,
    new ColumnSet("name", "description"));
Console.WriteLine("Name: {0}", result.Name);
Console.WriteLine("Description: {0}", result.Description);
Console.WriteLine();

Sample: Create and retrieve Outlook filters

Requirements

Demonstrates

Example

See Also

Additional resources