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サンプル: Microsoft Dynamics CRM のクイック スタート

適用対象: CRM 2015 on-prem, CRM Online

QuickStart サンプルは、ServerConnection のヘルパー クラスを使用して Microsoft Dynamics CRM 2011 および Microsoft Dynamics CRM Online Web サービスに接続し、エンティティでの操作の基本的な作成、更新、取得、削除を実行する方法を表す Microsoft .NET Framework マネージド コード サンプルです。

要件

このサンプル コードは、Microsoft Dynamics CRM 2015 および Microsoft Dynamics CRM Online 2015 更新プログラム 向けです。Microsoft Dynamics CRM SDK パッケージをダウンロードしてください。 このサンプル コードは、ダウンロード パッケージの次の場所にあります。

SDK\SampleCode\CS\QuickStart

SDK\SampleCode\VB\QuickStart

説明

このサンプルでは、ServerConnectionヘルパー クラスおよびメソッドを使って Microsoft Dynamics CRM Web サービスでユーザーを認証します。組織 Web サービスの参照を取得した後、このサンプルでは取引先企業エンティティで基本作成、更新、取得、削除を実行します。サンプルでは、スローされた一般的な例外も処理します。


using System;
using System.ServiceModel;
using System.IdentityModel.Tokens;
using System.ServiceModel.Security;

// These namespaces are found in the Microsoft.Xrm.Sdk.dll and 
// Microsoft.Crm.Sdk.Proxy.dll assemblies.
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;
using Microsoft.Xrm.Sdk.Client;
using Microsoft.Crm.Sdk.Messages;

namespace Microsoft.Crm.Sdk.Samples
{
    /// <summary>
    /// Demonstrates how to perform create, retrieve, update, and delete entity
    /// record operations.</summary>
    /// <remarks>
    /// At run-time, you will be given the option to delete all the
    /// entity records created by this program.</remarks>
    public class CRUDOperations
    {
        static public void Main(string[] args)
        {
            // The connection to the Organization web service.
            OrganizationServiceProxy serviceProxy = null;

            try
            {
                // Obtain the target organization's web address and client logon credentials
                // from the user by using a helper class.
                ServerConnection serverConnect = new ServerConnection();
                ServerConnection.Configuration config = serverConnect.GetServerConfiguration();

                // Establish an authenticated connection to the Organization web service. 
                serviceProxy = new OrganizationServiceProxy(config.OrganizationUri, config.HomeRealmUri,
                                                            config.Credentials, config.DeviceCredentials);

                CRUDOperations app = new CRUDOperations();

                // Create any records that must exist in the database. These record references are
                // stored in a collection so the records can be deleted later.
                EntityReferenceCollection records = 
                    app.CreateRequiredEntityRecords(serviceProxy);

                // Perform the primary operation of this sample.
                app.Run(serviceProxy, records);

                // Delete all remaining records that were created by this sample.
                app.DeleteEntityRecords(serviceProxy, records, true);
            }

            // Some exceptions to consider catching.
            catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault> e) { HandleException(e); }
            catch (TimeoutException e)                 { HandleException(e); }
            catch (SecurityTokenValidationException e) { HandleException(e); }
            catch (ExpiredSecurityTokenException e)    { HandleException(e); }
            catch (MessageSecurityException e)         { HandleException(e); }
            catch (SecurityNegotiationException e)     { HandleException(e); }
            catch (SecurityAccessDeniedException e)    { HandleException(e); }
            catch (Exception e)                        { HandleException(e); }

            finally
            {
                // Always dispose the service object to close the service connection and free resources.
                if (serviceProxy != null) serviceProxy.Dispose();

                Console.WriteLine("Press <Enter> to exit.");
                Console.ReadLine();
            }
        }

        /// <summary>
        /// This method performs entity create, retrieve, and update operations.
        /// The delete operation is handled in the DeleteRequiredrecords() method.
        /// </summary>
        /// <param name="serviceProxy">An established connection to the Organization web service.</param>
        /// <param name="records">A collection of entity records created by this sample.</param>
        public void Run(OrganizationServiceProxy serviceProxy, EntityReferenceCollection records)
        {
            // Enable early-bound entity types. This enables use of IntelliSense in Visual Studio
            // and avoids spelling errors in attribute names when using the Entity property bag.
            serviceProxy.EnableProxyTypes();

            // Here we will use the interface instead of the proxy object.
            IOrganizationService service = (IOrganizationService)serviceProxy;

            // Display information about the logged on user.
            Guid userid = ((WhoAmIResponse)service.Execute(new WhoAmIRequest())).UserId;
            SystemUser systemUser = (SystemUser)service.Retrieve("systemuser", userid, 
                new ColumnSet(new string[] {"firstname", "lastname"}));
            Console.WriteLine("Logged on user is {0} {1}.", systemUser.FirstName, systemUser.LastName);
 
            // Retrieve the version of Microsoft Dynamics CRM.
            RetrieveVersionRequest versionRequest = new RetrieveVersionRequest();
            RetrieveVersionResponse versionResponse =
                (RetrieveVersionResponse)service.Execute(versionRequest);
            Console.WriteLine("Microsoft Dynamics CRM version {0}.", versionResponse.Version);

            // Instantiate an account object. Note the use of the option set enumerations defined
            // in OptionSets.cs.
            Account account = new Account { Name = "Fourth Coffee" };
            account.AccountCategoryCode = new OptionSetValue((int)AccountAccountCategoryCode.PreferredCustomer);
            account.CustomerTypeCode = new OptionSetValue((int)AccountCustomerTypeCode.Investor);

            // Create an account record named Fourth Coffee.
            // Save the record reference so we can delete it during cleanup later.
            Guid accountId = service.Create(account);
            records.Add(new EntityReference(Account.EntityLogicalName, accountId));
            Console.Write("{0} {1} created, ", account.LogicalName, account.Name);

            // Retrieve the account containing several of its attributes. This results in
            // better performance compared to retrieving all attributes.
            ColumnSet cols = new ColumnSet(
                new String[] { "name", "address1_postalcode", "lastusedincampaign" });

            Account retrievedAccount = (Account)service.Retrieve("account", accountId, cols);
            Console.Write("retrieved, ");

            // Update the postal code attribute.
            retrievedAccount.Address1_PostalCode = "98052";

            // There is no address 2 postal code needed.
            retrievedAccount.Address2_PostalCode = null;

            // Shows use of a Money value.
            retrievedAccount.Revenue = new Money(5000000);

            // Shows use of a Boolean value.
            retrievedAccount.CreditOnHold = false;

            // Update the account record.
            service.Update(retrievedAccount);
            Console.WriteLine("and updated.");
        }

        /// <summary>
        /// Create any entity records that the Run() method requires.
        /// </summary>
        public EntityReferenceCollection CreateRequiredEntityRecords(OrganizationServiceProxy service)
        {
            // For this sample, all required entity records are created in the Run() method.
            return new EntityReferenceCollection();
        }
      
        /// <summary>
        /// Delete all remaining entity records that were created by this sample.
        /// <param name="prompt">When true, the user is prompted whether 
        /// the records created in this sample should be deleted; otherwise, false.</param>
        /// </summary>
        public void DeleteEntityRecords(OrganizationServiceProxy  service, 
                                        EntityReferenceCollection records, bool prompt)
        {
            bool deleteRecords = true;

            if (prompt)
            {
                Console.WriteLine("\nDo you want these entity records deleted? (y/n) [y]: ");
                String answer = Console.ReadLine();

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

            if (deleteRecords)
            {
                while (records.Count > 0)
                {
                    EntityReference entityRef = records[records.Count-1];
                    service.Delete(entityRef.LogicalName, entityRef.Id);
                    records.Remove(entityRef);
                }

                Console.WriteLine("Entity records have been deleted.");
            }
        }

        /// Handle a thrown exception.
        /// </summary>
        /// <param name="ex">An exception.</param>
        private static void HandleException(Exception e)
        {
            // Display the details of the exception.
            Console.WriteLine("\n" + e.Message);
            Console.WriteLine(e.StackTrace);

            if (e.InnerException != null) HandleException(e.InnerException);
        }
    }
}

関連項目

Microsoft Dynamics CRM 2015 and Microsoft Dynamics CRM Online
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