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Sample: Assign a Chart to Another User

[Applies to: Microsoft Dynamics CRM 2011]

This sample code is for Microsoft Dynamics CRM 2011, and can be found in the following location in the SDK download:

SampleCode\CS\VisualizationsAndDashboards\AssignVisualizationToUser.cs

SampleCode\VB\VisualizationsAndDashboards\AssignVisualizationToUser.vb

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 assign a user-owned visualization to another user using the AssignRequest message.

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 System.Xml.Linq;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;
using Microsoft.Xrm.Sdk.Discovery;
using Microsoft.Xrm.Sdk.Client;

// This namespace is found in Microsoft.Crm.Sdk.Proxy.dll assembly
// found in the SDK\bin folder.
using Microsoft.Crm.Sdk.Messages;

using System.DirectoryServices;
using System.Threading;

namespace Microsoft.Crm.Sdk.Samples
{
    public class AssignVisualizationToUser
    {
        #region Class Level Members
        
        /// <summary>
        /// Stores the organization service proxy.
        /// </summary>
        private OrganizationServiceProxy _serviceProxy;

        // Define the IDs needed for this sample.
        private Guid _userOwnedVisualizationId;
        private Guid _accountId;
        private Guid[] _opportunitiyIds;
        private Guid _otherUserId;

        #endregion Class Level Members

        #region How To Sample Code

        /// <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 = ServerConnection.GetOrganizationProxy(serverConfig))
                {
                    // This statement is required to enable early-bound type support.
                    _serviceProxy.EnableProxyTypes();

                    // Call the method to create any data that this sample requires.
                    CreateRequiredRecords();


                    AssignRequest assignRequest = new AssignRequest
                    {
                        Assignee = new EntityReference
                        {
                            LogicalName = SystemUser.EntityLogicalName,
                            // Here we could assign the visualization to the newly created user
                            Id = _otherUserId
                        },

                        Target = new EntityReference
                        {
                            LogicalName = UserQueryVisualization.EntityLogicalName,
                            Id = _userOwnedVisualizationId
                        }
                    };
                    _serviceProxy.Execute(assignRequest);

                    Console.WriteLine("The user visualization has been assigned to Kevin Cook.");
                    

                    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.
        /// Creates the visualization.
        /// </summary>
        public void CreateRequiredRecords()
        {
            // Create a sample account
            Account setupAccount = new Account { Name = "Sample Account" };
            _accountId = _serviceProxy.Create(setupAccount);
            Console.WriteLine("Created {0}.", setupAccount.Name);

            // Create some oppotunity records for the visualization
            Opportunity[] setupOpportunities = new Opportunity[]
                {
                    new Opportunity
                    {
                        Name = "Sample Opp 01",
                        EstimatedValue = new Money(120000.00m),
                        ActualValue = new Money(100000.00m),
                        CustomerId = new EntityReference(Account.EntityLogicalName, 
                            _accountId),
                        StepName = "Open"
                    },
                    new Opportunity
                    {
                        Name = "Sample Opp 02",
                        EstimatedValue = new Money(240000.00m),
                        ActualValue = new Money(200000.00m),
                        CustomerId = new EntityReference(Account.EntityLogicalName, 
                            _accountId),
                        StepName = "Open"
                    },
                    new Opportunity
                    {
                        Name = "Sample Opp 03",
                        EstimatedValue = new Money(360000.00m),
                        ActualValue = new Money(300000.00m),
                        CustomerId = new EntityReference(Account.EntityLogicalName, 
                            _accountId),
                        StepName = "Open"
                    },
                    new Opportunity
                    {
                        Name = "Sample Opp 04",
                        EstimatedValue = new Money(500000.00m),
                        ActualValue = new Money(500000.00m),
                        CustomerId = new EntityReference(Account.EntityLogicalName, 
                            _accountId),
                        StepName = "Open"
                    },
                    new Opportunity
                    {
                        Name = "Sample Opp 05",
                        EstimatedValue = new Money(110000.00m),
                        ActualValue = new Money(60000.00m),
                        CustomerId = new EntityReference(Account.EntityLogicalName, 
                            _accountId),
                        StepName = "Open"
                    },
                    new Opportunity
                    {
                        Name = "Sample Opp 06",
                        EstimatedValue = new Money(90000.00m),
                        ActualValue = new Money(70000.00m),
                        CustomerId = new EntityReference(Account.EntityLogicalName, 
                            _accountId),
                        StepName = "Open"
                    },
                    new Opportunity
                    {
                        Name = "Sample Opp 07",
                        EstimatedValue = new Money(620000.00m),
                        ActualValue = new Money(480000.00m),
                        CustomerId = new EntityReference(Account.EntityLogicalName, 
                            _accountId),
                        StepName = "Open"
                    },
                    new Opportunity
                    {
                        Name = "Sample Opp 08",
                        EstimatedValue = new Money(440000.00m),
                        ActualValue = new Money(400000.00m),
                        CustomerId = new EntityReference(Account.EntityLogicalName, 
                            _accountId),
                        StepName = "Open"
                    },
                    new Opportunity
                    {
                        Name = "Sample Opp 09",
                        EstimatedValue = new Money(410000.00m),
                        ActualValue = new Money(400000.00m),
                        CustomerId = new EntityReference(Account.EntityLogicalName, 
                            _accountId),
                        StepName = "Open"
                    },
                    new Opportunity
                    {
                        Name = "Sample Opp 10",
                        EstimatedValue = new Money(650000.00m),
                        ActualValue = new Money(650000.00m),
                        CustomerId = new EntityReference(Account.EntityLogicalName, 
                            _accountId),
                        StepName = "Open"
                    }                    
                };

            _opportunitiyIds = (from opp in setupOpportunities
                                select _serviceProxy.Create(opp)).ToArray();

            Console.WriteLine("Created few opportunity records for {0}.", setupAccount.Name);

            // Create a visualization

            // Set The presentation XML string.
            string presentationXml = @"
                    <Chart Palette='BrightPastel'>
                        <Series>
                            <Series _Template_='All' ShadowOffset='2' 
                                BorderColor='64, 64, 64' BorderDashStyle='Solid'
                                BorderWidth='1' IsValueShownAsLabel='true' 
                                Font='Tahoma, 6.75pt, GdiCharSet=0' 
                                LabelForeColor='100, 100, 100'
                                CustomProperties='FunnelLabelStyle=Outside' 
                                ChartType='Funnel'>
                                <SmartLabelStyle Enabled='True' />
                                <Points />
                            </Series>
                         </Series>
                        <ChartAreas>
                            <ChartArea _Template_='All' BackColor='Transparent'
                                BorderColor='Transparent' 
                                BorderDashStyle='Solid'>
                                <Area3DStyle Enable3D='True' 
                                    IsClustered='True'/>
                            </ChartArea>
                        </ChartAreas>
                        <Legends>
                            <Legend _Template_='All' Alignment='Center' 
                                LegendStyle='Table' Docking='Bottom' 
                                IsEquallySpacedItems='True' BackColor='White'
                                BorderColor='228, 228, 228' BorderWidth='0' 
                                Font='Tahoma, 8pt, GdiCharSet=0' 
                                ShadowColor='0, 0, 0, 0' 
                                ForeColor='100, 100, 100'>
                            </Legend>
                        </Legends>
                        <Titles>
                            <Title _Template_='All'
                                Font='Tahoma, 9pt, style=Bold, GdiCharSet=0'
                                ForeColor='102, 102, 102'>
                            </Title>
                        </Titles>
                        <BorderSkin PageColor='Control'
                            BackColor='CornflowerBlue'
                            BackSecondaryColor='CornflowerBlue' />
                    </Chart>
                    ";

            // Set the data XML string.
            string dataXml = @"
                    <datadefinition>
                        <fetchcollection>
                            <fetch mapping='logical' count='10' 
                                aggregate='true'>
                                <entity name='opportunity'>
                                    <attribute name='actualvalue_base' 
                                        aggregate='sum' 
                                        alias='sum_actualvalue_base' />
                                    <attribute name='stepname' groupby='true' 
                                        alias='stepname' />
                                    <order alias='stepname' descending='false'/>
                                </entity>
                            </fetch>
                        </fetchcollection>
                        <categorycollection>
                            <category>
                                <measurecollection>
                                    <measure alias='sum_actualvalue_base'/>
                                </measurecollection>
                            </category>
                        </categorycollection>
                    </datadefinition>
                    ";

            // Create the visualization entity instance.
            UserQueryVisualization newUserOwnedVisualization = new UserQueryVisualization
            {
                Name = "Sample User Visualization",
                Description = "Sample user-owned visualization.",
                PresentationDescription = presentationXml,
                DataDescription = dataXml,
                PrimaryEntityTypeCode = Opportunity.EntityLogicalName,                
            };
            _userOwnedVisualizationId = _serviceProxy.Create(newUserOwnedVisualization);             

            Console.WriteLine("Created {0}.", newUserOwnedVisualization.Name);

            // Create another user to whom the visualization will be assigned.
            _otherUserId = SystemUserProvider.RetrieveSalesManager(_serviceProxy);          
            
        }

        /// <summary>
        /// Deletes the entity record that was created for this sample.
        /// <param name="prompt">Indicates whether to prompt the user 
        /// to delete the entity 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)
            {
                // Delete action doesn't work on the UserQueryVisualization instance if it is assigned
                // to a user other than current user.
                // So as a workaround, we are impersonating the actual owner of 
                // the UserQueryVisualization instance to complete the delete action.
                // To impersonate another user, set the OrganizationServiceProxy.CallerId
                // property to the ID of the other user.
                _serviceProxy.CallerId = _otherUserId;
                                    
                _serviceProxy.Delete(UserQueryVisualization.EntityLogicalName, _userOwnedVisualizationId);              
                _serviceProxy.Delete(Account.EntityLogicalName, _accountId);
                Console.WriteLine("Entity records have been deleted.");
            }
        }

        #endregion How To Sample Code

        #region Main
        /// <summary>
        /// Main. Runs the sample and provides error output.
        /// <param name="args">Array of arguments to Main method.</param>
        /// </summary>
        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();

                AssignVisualizationToUser app = new AssignVisualizationToUser();
                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

Microsoft Dynamics CRM 2011
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