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CRMAccount.RetrieveByPrincipal Method

The RetrieveByPrincipal method retrieves all the accounts owned by the specified security principal.

Syntax

[Visual Basic .NET]
Public Function RetrieveByPrincipal(
  ByVal Caller As CUserAuth,
  ByVal Principal As CSecurityPrincipal,
  ByVal ColumnSetXML As String
) As String
[C#]
public string RetrieveByPrincipal(
  CUserAuth  Caller,
  CSecurityPrincipal  Principal,
  string  ColumnSetXML
);
[C++]
public: String* RetrieveByPrincipal(
  CUserAuth*  Caller,
  CSecurityPrincipal*  Principal,
  String*  ColumnSetXML
);

Parameters

Caller

Specifies the identity of the caller. To perform this action, the caller must have the prvReadAccount privilege and access rights on the objects being retrieved. See CUserAuth.

Principal

Specifies the security principal whose accounts you want to retrieve. See CSecurityPrincipal.

ColumnSetXML

Specifies an XML string describing the set of columns to be retrieved. Passing an empty string or null returns all columns (Nothing or "" in VB .NET). You can find the valid column names in account.xsd. See also ColumnSetXML Schema.

Return Value

Returns a String type that specifies the XML data containing the accounts requested for the specified security principal. The fields that are returned depend on what fields are specified in the ColumnSetXML parameter. This XML string is in the format

<accounts> + account1..N + </accounts>

where the XML schema for each account is described by account.xsd.

Remarks

Unlike the Retrieve method, the XML string returned from this method may contain multiple objects. If no objects are returned the method simply returns an XML document for the object type with no data.

The XML string returned from this method does not contain elements for fields where the value is null or contains empty strings. This improves performance by not sending more XML data than is necessary from the server to the client.

If there is an error, SOAP throws an exception and the error message is reported in System.Web.Services.Protocols.SoapException.Detail.OuterXml.

All IDs passed to the platform are GUIDs wrapped in braces. For example: {6522D89A-A752-4455-A2B0-51494C6957C3}

Example

[C#]
// strServer should be set with the name of the platform Web server
string strServer = "myservername";

// virtualDirectory should be set with the name of the Microsoft CRM
// virtual directory on the platform Web server
string virtualDirectory = "mscrmservices";
string strDir = "https://" + strServer + "/" + virtualDirectory + "/";

// BizUser proxy object
Microsoft.Crm.Platform.Proxy.BizUser bizUser = new Microsoft.Crm.Platform.Proxy.BizUser ();
bizUser.Credentials = System.Net.CredentialCache.DefaultCredentials;
bizUser.Url = strDir + "BizUser.srf";

// CRMAccount proxy object
Microsoft.Crm.Platform.Proxy.CRMAccount account = new Microsoft.Crm.Platform.Proxy.CRMAccount ();
account.Credentials = System.Net.CredentialCache.DefaultCredentials;
account.Url = strDir + "CRMAccount.srf";

string strErrorMsg;
try
{
   Microsoft.Crm.Platform.Proxy.CUserAuth userAuth = bizUser.WhoAmI();

   // Set up the columns that you want to retrieve
   string strColumnSetXml = "<columnset>";
   strColumnSetXml += "<column>accountid</column>";
   strColumnSetXml += "</columnset>";

   // Create a new security principal
   Microsoft.Crm.Platform.Proxy.CSecurityPrincipal securityPrincipal = new Microsoft.Crm.Platform.Proxy.CSecurityPrincipal();
   securityPrincipal.Id = userAuth.UserId;
   securityPrincipal.Type = Microsoft.Crm.Platform.Proxy.SecurityPrincipalType.sptUser;

   // Retrieve all the accounts for the specified security principal
   string strAccountXml = account.RetrieveByPrincipal(userAuth, securityPrincipal, strColumnSetXml);
}
catch (System.Web.Services.Protocols.SoapException err)
{
   // Process the platform error here
   strErrorMsg = ("ErrorMessage: " + err.Message + " " + err.Detail.OuterXml + " Source: " + err.Source );
}
catch (Exception err)
{
   // Process other errors here
   strErrorMsg = ("ErrorMessage: " + err.Message );
}

Requirements

Namespace: Microsoft.Crm.Platform.Proxy

Assembly: Microsoft.Crm.Platform.Proxy.dll

See Also

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