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Sample: Create a custom activity entity

Applies To: Microsoft Dynamics CRM 2013, Microsoft Dynamics CRM Online

This sample code is for Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online. Download the Microsoft Dynamics CRM SDK package. It can be found in the following location in the download package:

SampleCode\CS\Metadata\Entities\CreateCustomActivityEntity.cs

SampleCode\VB\Metadata\Entities\CreateCustomActivityEntity.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 create a custom activity entity. It uses the CreateEntityRequest message and sets the EntityMetadata.IsActivity property to true.

Example


Imports System.ServiceModel
Imports System.ServiceModel.Description

' These namespaces are found in the Microsoft.Xrm.Sdk.dll assembly
' found in the SDK\bin folder.
Imports Microsoft.Xrm.Sdk
Imports Microsoft.Xrm.Sdk.Client
Imports Microsoft.Xrm.Sdk.Query
Imports Microsoft.Xrm.Sdk.Metadata
Imports Microsoft.Xrm.Sdk.Messages

' This namespace is found in Microsoft.Crm.Sdk.Proxy.dll assembly
' found in the SDK\bin folder.
Imports Microsoft.Crm.Sdk.Messages


Namespace Microsoft.Crm.Sdk.Samples
 ''' <summary>
 ''' This sample shows how to create a custom activity.
 ''' </summary>
 Public Class CreateCustomActivityEntity
#Region "Class Level Members"
  ''' <summary>
  ''' Stores the organization service proxy.
  ''' </summary>
  Private _serviceProxy As OrganizationServiceProxy

#End Region ' Class Level Members

#Region "How To Sample Code"
  ''' <summary>
  ''' Create 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 Sub Run(ByVal serverConfig As ServerConnection.Configuration, ByVal promptForDelete As Boolean)
   Try

    ' Connect to the Organization service. 
    ' The using statement assures that the service proxy will be properly disposed.
    _serviceProxy = ServerConnection.GetOrganizationProxy(serverConfig)
    Using _serviceProxy
     ' This statement is required to enable early-bound type support.
     _serviceProxy.EnableProxyTypes()

     ' The custom prefix would typically be passed in as an argument or 
     ' determined by the publisher of the custom solution.
     Dim prefix As String = "new_"

     Dim customEntityName As String = prefix & "instantmessage"

     ' Create the custom activity entity.
     Dim request As CreateEntityRequest = New CreateEntityRequest With {
      .HasNotes = True,
      .HasActivities = False,
      .PrimaryAttribute = New StringAttributeMetadata With {
       .SchemaName = "Subject",
       .RequiredLevel = New AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
       .MaxLength = 100,
       .DisplayName = New Label("Subject", 1033)},
      .Entity = New EntityMetadata With {
       .IsActivity = True,
       .SchemaName = customEntityName,
       .DisplayName = New Label("Instant Message", 1033),
       .DisplayCollectionName = New Label("Instant Messages", 1033),
       .OwnershipType = OwnershipTypes.UserOwned,
       .IsAvailableOffline = True}}

     _serviceProxy.Execute(request)

     'Entity must be published

     ' Add few attributes to the custom activity entity.
     Dim fontFamilyAttributeRequest As CreateAttributeRequest = New CreateAttributeRequest With {
      .EntityName = customEntityName,
      .Attribute = New StringAttributeMetadata With {
       .SchemaName = prefix & "fontfamily",
       .DisplayName = New Label("Font Family", 1033),
       .MaxLength = 100}}
     Dim fontFamilyAttributeResponse As CreateAttributeResponse = CType(_serviceProxy.Execute(fontFamilyAttributeRequest), CreateAttributeResponse)

     Dim fontColorAttributeRequest As CreateAttributeRequest = New CreateAttributeRequest With {
      .EntityName = customEntityName,
      .Attribute = New StringAttributeMetadata With {
       .SchemaName = prefix & "fontcolor",
       .DisplayName = New Label("Font Color", 1033),
       .MaxLength = 50}}
     Dim fontColorAttributeResponse As CreateAttributeResponse = CType(_serviceProxy.Execute(fontColorAttributeRequest), CreateAttributeResponse)

     Dim fontSizeAttributeRequest As CreateAttributeRequest = New CreateAttributeRequest With {
      .EntityName = customEntityName,
      .Attribute = New IntegerAttributeMetadata With {
       .SchemaName = prefix & "fontSize",
       .DisplayName = New Label("Font Size", 1033)}}
     Dim fontSizeAttributeResponse As CreateAttributeResponse = CType(_serviceProxy.Execute(fontSizeAttributeRequest), CreateAttributeResponse)

     Console.WriteLine("The custom activity has been created.")

     DeleteCustomEntity(prefix, promptForDelete)
    End Using

    ' Catch any service fault exceptions that Microsoft Dynamics CRM throws.
   Catch fe As FaultException(Of Microsoft.Xrm.Sdk.OrganizationServiceFault)
    ' You can handle an exception here or pass it back to the calling method.
    Throw
   End Try
  End Sub

  ''' <summary>
  ''' Deletes the custom entity 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 Sub DeleteCustomEntity(ByVal prefix As String, ByVal prompt As Boolean)
   Dim deleteEntity As Boolean = True

   If prompt Then
    Console.WriteLine(vbLf & "Do you want this custom entity deleted? (y/n)")
    Dim answer As Char = Convert.ToChar(Console.ReadLine().Substring(0, 1))

    deleteEntity = (answer = "y"c OrElse answer = "Y"c)
   End If

   If deleteEntity Then
    Dim request As New DeleteEntityRequest() With {.LogicalName = prefix & "instantmessage"}
    _serviceProxy.Execute(request)

    Console.WriteLine("Entity has been deleted.")
   End If
  End Sub

#End Region ' How To Sample Code

#Region "Main"
  ''' <summary>
  ''' Standard Main() method used by most SDK samples.
  ''' </summary>
  ''' <param name="args"></param>
  Public Shared Sub Main(ByVal args() As String)
   Try
    ' Obtain the target organization's Web address and client logon 
    ' credentials from the user.
    Dim serverConnect As New ServerConnection()
    Dim config As ServerConnection.Configuration = serverConnect.GetServerConfiguration()

    Dim app As New CreateCustomActivityEntity()
    app.Run(config, True)
   Catch ex As FaultException(Of Microsoft.Xrm.Sdk.OrganizationServiceFault)
    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}", If(Nothing Is ex.Detail.InnerFault, "No Inner Fault", "Has Inner Fault"))
            Catch ex As TimeoutException
                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}", If(Nothing Is ex.InnerException.Message, "No Inner Fault", ex.InnerException.Message))
   Catch ex As Exception
    Console.WriteLine("The application terminated with an error.")
    Console.WriteLine(ex.Message)

    ' Display the details of the inner exception.
    If ex.InnerException IsNot Nothing Then
     Console.WriteLine(ex.InnerException.Message)

     Dim fe As FaultException(Of Microsoft.Xrm.Sdk.OrganizationServiceFault) = TryCast(ex.InnerException, FaultException(Of Microsoft.Xrm.Sdk.OrganizationServiceFault))
     If fe IsNot Nothing Then
      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}", If(Nothing Is fe.Detail.InnerFault, "No Inner Fault", "Has Inner Fault"))
     End If
    End If
    ' Additional exceptions to catch: SecurityTokenValidationException, ExpiredSecurityTokenException,
    ' SecurityAccessDeniedException, MessageSecurityException, and SecurityNegotiationException.

   Finally

    Console.WriteLine("Press <Enter> to exit.")
    Console.ReadLine()
   End Try

  End Sub
#End Region ' Main

 End Class
End Namespace

See Also

Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online
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