Sample: Clone product records
Dynamics CRM 2016
Updated: November 29, 2016
Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online
This sample code is for Microsoft Dynamics 365 (online & on-premises). Download the Microsoft Dynamics CRM SDK package. It can be found in the following location in the download package:
SampleCode\CS\BusinessDataModel\ProductCatalog\CloneProducts.cs
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 clone a product record. More information: Clone a product family, product, or bundle
Example
using System; using System.ServiceModel; using System.ServiceModel.Description; // These namespaces are found in the Microsoft.Xrm.Sdk.dll assembly // found in the SDK\bin folder. using Microsoft.Xrm.Sdk; using Microsoft.Xrm.Sdk.Client; using Microsoft.Xrm.Sdk.Query; using Microsoft.Xrm.Sdk.Discovery; // This namespace is found in Microsoft.Crm.Sdk.Proxy.dll assembly // found in the SDK\bin folder. using Microsoft.Crm.Sdk.Messages; namespace Microsoft.Crm.Sdk.Samples { /// <summary> /// This sample shows how to clone a product record. /// </summary> public class CloneProducts { #region Class Level Members /// <summary> /// Stores the organization service proxy. /// </summary> private OrganizationServiceProxy _serviceProxy; // Define the IDs needed for this sample. public Guid _unitGroupId; public Guid _productId; public Guid _productCloneId; public Guid _priceListId; public Guid _priceListItemId; #endregion Class Level Members #region How To Sample Code /// <summary> /// Create and configure the organization service proxy. /// Initiate creating all entity records that this sample requires. /// Create a product record. /// Clone the product record. /// Optionally delete any entity records that were created for this sample. /// </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 void Run(ServerConnection.Configuration serverConfig, bool promptForDelete) { try { // Connect to the Organization service. // The using statement assures that the service proxy will be properly disposed. using (_serviceProxy = ServerConnection.GetOrganizationProxy(serverConfig)) { // This statement is required to enable early-bound type support. _serviceProxy.EnableProxyTypes(); // Call the method to create any data that this sample requires. CreateRequiredRecords(); CloneProductRequest cloneReq = new CloneProductRequest { Source = new EntityReference(Product.EntityLogicalName, _productId) }; CloneProductResponse cloned = (CloneProductResponse)_serviceProxy.Execute(cloneReq); _productCloneId = cloned.ClonedProduct.Id; // Retrieve the cloned product record Product retrievedProduct = (Product)_serviceProxy.Retrieve(Product.EntityLogicalName, _productCloneId, new ColumnSet(true)); Console.WriteLine("\nCreated clone product: {0}", retrievedProduct.Name); DeleteRequiredRecords(promptForDelete); } } catch { // You can handle an exception here or pass it back to the calling method. throw; } } /// <summary> /// This method creates any entity records that this sample requires. /// Create a unit group and price list. /// </summary> public void CreateRequiredRecords() { Console.WriteLine("Creating required records for the sample:"); // Create a unit group. UoMSchedule newUnitGroup = new UoMSchedule { Name = "Example Unit Group", BaseUoMName = "Example Primary Unit" }; _unitGroupId = _serviceProxy.Create(newUnitGroup); Console.WriteLine("Created {0}", newUnitGroup.Name); // retrieve the unit id. QueryExpression unitQuery = new QueryExpression { EntityName = UoM.EntityLogicalName, ColumnSet = new ColumnSet("uomid", "name"), Criteria = new FilterExpression(), PageInfo = new PagingInfo { PageNumber = 1, Count = 1 } }; unitQuery.Criteria.AddCondition("uomscheduleid", ConditionOperator.Equal, _unitGroupId); // Retrieve the unit. UoM unit = (UoM)_serviceProxy.RetrieveMultiple(unitQuery).Entities[0]; Console.WriteLine("Retrieved {0}", unit.Name); // Create a price list PriceLevel newPriceList = new PriceLevel { Name = "Example Price List" }; _priceListId = _serviceProxy.Create(newPriceList); Console.WriteLine("Created {0}", newPriceList.Name); // Create a product record to be cloned. Product newProduct = new Product { Name = "Example Product", ProductNumber = "P001", ProductStructure = new OptionSetValue(1), QuantityDecimal = 2, DefaultUoMScheduleId = new EntityReference(UoMSchedule.EntityLogicalName, _unitGroupId), DefaultUoMId = new EntityReference(UoM.EntityLogicalName, unit.Id) }; _productId = _serviceProxy.Create(newProduct); Console.WriteLine("\nCreated {0}", newProduct.Name); // Create a price list item for the product ProductPriceLevel newPriceListItem = new ProductPriceLevel { PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName, _priceListId), ProductId = new EntityReference(Product.EntityLogicalName, _productId), UoMId = new EntityReference(UoM.EntityLogicalName, unit.Id), Amount = new Money(20) }; _priceListItemId = _serviceProxy.Create(newPriceListItem); Console.WriteLine("Created price list for {0}", newProduct.Name); return; } /// <summary> /// Deletes any entity records that were created for this sample. /// <param name="prompt">Indicates whether to prompt the user to delete the records created in this sample.</param> /// </summary> public void DeleteRequiredRecords(bool prompt) { bool deleteRecords = true; if (prompt) { Console.WriteLine("\nDo you want these entity records deleted? (y/n)"); String answer = Console.ReadLine(); deleteRecords = (answer.StartsWith("y") || answer.StartsWith("Y")); } if (deleteRecords) { Console.WriteLine("Deleting entity records... please wait!"); _serviceProxy.Delete(Product.EntityLogicalName, _productCloneId); _serviceProxy.Delete(ProductPriceLevel.EntityLogicalName, _priceListItemId); _serviceProxy.Delete(Product.EntityLogicalName, _productId); _serviceProxy.Delete(PriceLevel.EntityLogicalName, _priceListId); _serviceProxy.Delete(UoMSchedule.EntityLogicalName, _unitGroupId); Console.WriteLine("Entity records have been deleted."); } } #endregion How To Sample Code #region Main /// <summary> /// Standard Main() method used by most SDK samples. /// </summary> /// <param name="args"></param> static public void Main(string[] args) { try { // Obtain the target organization's Web address and client logon // credentials from the user. ServerConnection serverConnect = new ServerConnection(); ServerConnection.Configuration config = serverConnect.GetServerConfiguration(); CloneProducts app = new CloneProducts(); app.Run(config, true); } catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault> ex) { 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}", null == ex.Detail.InnerFault ? "No Inner Fault" : "Has Inner Fault"); } catch (System.TimeoutException ex) { 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}", null == ex.InnerException.Message ? "No Inner Fault" : ex.InnerException.Message); } catch (System.Exception ex) { Console.WriteLine("The application terminated with an error."); Console.WriteLine(ex.Message); // Display the details of the inner exception. if (ex.InnerException != null) { Console.WriteLine(ex.InnerException.Message); FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault> fe = ex.InnerException as FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>; if (fe != null) { 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}", null == fe.Detail.InnerFault ? "No Inner Fault" : "Has Inner Fault"); } } } // Additional exceptions to catch: SecurityTokenValidationException, ExpiredSecurityTokenException, // SecurityAccessDeniedException, MessageSecurityException, and SecurityNegotiationException. finally { Console.WriteLine("Press <Enter> to exit."); Console.ReadLine(); } } #endregion Main } }
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