Creating a Query 1

This sample creates a query that will find all the accounts for which the user has read access.

Class Reference

• CRMQuery
• BizUser

Schema Reference

• account.xsd
• savedquery.xsd
• Fetch XML Schema

Example

[C#]

public void CreateQuery()
{
   // 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");

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

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

      // This is "select * from Account" and will return all
      // accounts for which you have read access
      String strFetchXml = String.Concat("<fetchxml>&lt;fetch&gt;&lt;",
                              "entity name='Account'",
                              "&gt;&lt;all-attributes /&gt;&lt;/entity",
                              "&gt;&lt;/fetch&gt;</fetchxml>");

      // This is the XML data used for creating a query
      StringBuilder queryXml = new StringBuilder("<savedquery>");
      queryXml.Append("<name>My Query</name>");
      queryXml.Append("<returnedtypecode>0</returnedtypecode>");
      queryXml.Append("<iscustomizable>0</iscustomizable>");
      queryXml.Append("<isdefault>0</isdefault>");
      queryXml.Append("<isquickfindquery>0</isquickfindquery>");
      queryXml.Append("<querytype>");
      queryXml.Append
        (Microsoft.Crm.Platform.Types.SAVED_QUERY_TYPE.MAIN_APPLICATION_VIEW.ToString());
      queryXml.Append("</querytype>");
      queryXml.Append("<isuserdefined>0</isuserdefined>");
      queryXml.Append(fetchXml);
      queryXml.Append("</savedquery>");

      // Create the query
      String queryId = query.Create(userAuth,
                  Microsoft.Crm.Platform.Proxy.ObjectType.otAccount,
                  queryXml.ToString());
   }
   catch (System.Web.Services.Protocols.SoapException err)
   {
      // Process the platform error here
      strErrorMsg = String.Concat("ErrorMessage: ", err.Message, " ",
                      err.Detail.OuterXml, " Source: ", err.Source);
   }
}

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