Create an Account and Related Contacts

Article
09/13/2006
This sample creates an account and some related contacts.
Class Reference
Schema Reference
account.xsd
contact.xsd
Example
[C#]
public void CreateAccountAndRelatedContacts()
{
   // strServer should be set with the name of the platform Web server
   String strServer = "MyServerName";

   // strVirtualDirectory should be set with the name of the Microsoft CRM
   // virtual directory on the platform Web server
   String strVirtualDirectory = "mscrmservices";
   String strDir = String.Concat("https://", strServer, "/",
                                 strVirtualDirectory, "/");

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

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

   // Contact proxy object
   Microsoft.Crm.Platform.Proxy.CRMContact contact
                      = new Microsoft.Crm.Platform.Proxy.CRMContact ();
   contact.Credentials = System.Net.CredentialCache.DefaultCredentials;
   contact.Url = String.Concat(strDir, "CRMContact.srf");

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

      StringBuilder accountXml 
              = new StringBuilder("<account><name>Account One</name>");
      accountXml.Append("<ownerid type=\"");
      accountXml.Append
        (Microsoft.Crm.Platform.Types.ObjectType.otSystemUser.ToString());
      accountXml.Append("\">");
      accountXml.Append(userAuth.UserId.ToString());
      accountXml.Append("</ownerid></account>"); 

      StringBuilder contactXml
             = new StringBuilder("<contact><firstname>Dave</firstname>");
      contactXml.Append("<lastname>Natsuhara</lastname>");
      contactXml.Append("<telephone2>206-555-0100</telephone2>");
      contactXml.Append
        ("<emailaddress1>dave@northwindtraders.com</emailaddress1>");
      contactXml.Append("<ownerid type=\"");
      contactXml.Append
        (Microsoft.Crm.Platform.Types.ObjectType.otSystemUser.ToString());
      contactXml.Append("\">");
      contactXml.Append(userAuth.UserId.ToString());
      contactXml.Append("</ownerid></contact>");

      String accountId = account.Create(userAuth, accountXml.ToString());
      String contactId = contact.Create(userAuth, contactXml.ToString());

      // There are two relationships between accounts and contacts:
      // Hierarchical and Primary Contact

      // Create a hierarcy where the account is the parent of the contact
      account.AddSubContact(userAuth, accountId, contactId);

      // Make the the contact a primary contact of the account
      account.SetPrimaryContact(userAuth, accountId, contactId);
   }
   catch (System.Web.Services.Protocols.SoapException err)
   {
      // Process the platform error here
      strErrorMsg = String.Concat("ErrorMessage: ", err.Message, " ",
                      err.Detail.OuterXml, " Source: ", err.Source);
   }
}
Create an Account and Related Contacts

Additional resources
