Sample: Associate records (early bound)
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\GeneralProgramming\EarlyBound\AssociateDisassociate.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 associate a contact with three account records using the IOrganizationService.Associate method. It also shows how to use the IOrganizationService.Disassociate method.
Example
// Associate the accounts to the contact record. // Create a collection of the entities that will be // associated to the contact. EntityReferenceCollection relatedEntities = new EntityReferenceCollection(); relatedEntities.Add(new EntityReference(Account.EntityLogicalName, _account1Id)); relatedEntities.Add(new EntityReference(Account.EntityLogicalName, _account2Id)); relatedEntities.Add(new EntityReference(Account.EntityLogicalName, _account3Id)); // Create an object that defines the relationship between the contact and account. Relationship relationship = new Relationship("account_primary_contact"); //Associate the contact with the 3 accounts. _service.Associate(Contact.EntityLogicalName, _contactId, relationship, relatedEntities); Console.WriteLine("The entities have been associated."); //Disassociate the records. _service.Disassociate(Contact.EntityLogicalName, _contactId, relationship, relatedEntities);
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> /// Demonstrates how to assign a queue to a team. /// If you want to run this sample repeatedly, you have the option to /// delete all the records created at the end of execution. /// </summary> public class AssociateDisassociate { #region Class Level Members /// <summary> /// Stores the organization service proxy. /// </summary> private OrganizationServiceProxy _serviceProxy; private IOrganizationService _service; // Define the IDs needed for this sample. public Guid _contactId; public Guid _account1Id; public Guid _account2Id; public Guid _account3Id; #endregion Class Level Members #region How To Sample Code /// <summary> /// Create and configure the organization service proxy. /// Create a team, a queue and a role. /// Add read queue privileges to the role. /// Assign the role to the team so that they can read the queue. /// Assign the queue to the team. /// 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 = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri, serverConfig.Credentials, serverConfig.DeviceCredentials)) { // This statement is required to enable early-bound type support. _serviceProxy.EnableProxyTypes(); _service = (IOrganizationService)_serviceProxy; // Call the method to create any data that this sample requires. CreateRequiredRecords(); // Associate the accounts to the contact record. // Create a collection of the entities that will be // associated to the contact. EntityReferenceCollection relatedEntities = new EntityReferenceCollection(); relatedEntities.Add(new EntityReference(Account.EntityLogicalName, _account1Id)); relatedEntities.Add(new EntityReference(Account.EntityLogicalName, _account2Id)); relatedEntities.Add(new EntityReference(Account.EntityLogicalName, _account3Id)); // Create an object that defines the relationship between the contact and account. Relationship relationship = new Relationship("account_primary_contact"); //Associate the contact with the 3 accounts. _service.Associate(Contact.EntityLogicalName, _contactId, relationship, relatedEntities); Console.WriteLine("The entities have been associated."); //Disassociate the records. _service.Disassociate(Contact.EntityLogicalName, _contactId, relationship, relatedEntities); Console.WriteLine("The entities have been disassociated."); DeleteRequiredRecords(promptForDelete); } } // Catch any service fault exceptions that Microsoft Dynamics CRM throws. catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>) { // 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 team, a queue and a role. /// Add read queue privileges to the role. /// Assign the role to the team so that they can read the queue. /// Assign the queue to the team. /// </summary> public void CreateRequiredRecords() { // Instantiate a contact entity record and set its property values. // See the Entity Metadata topic in the SDK documentatio to determine // which attributes must be set for each entity. Contact setupContact = new Contact { FirstName = "John", LastName = "Doe" }; _contactId = _service.Create(setupContact); Console.WriteLine("Created {0} {1}", setupContact.FirstName, setupContact.LastName); // Instantiate an account entity record and set its property values. Account setupAccount1 = new Account { Name = "Example Account 1" }; _account1Id = _service.Create(setupAccount1); Console.WriteLine("Created {0}", setupAccount1.Name); Account setupAccount2 = new Account { Name = "Example Account 2" }; _account2Id = _service.Create(setupAccount2); Console.WriteLine("Created {0}", setupAccount2.Name); Account setupAccount3 = new Account { Name = "Example Account 3" }; _account3Id = _service.Create(setupAccount3); Console.WriteLine("Created {0}", setupAccount3.Name); } /// <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) { _service.Delete("account", _account1Id); _service.Delete("account", _account2Id); _service.Delete("account", _account3Id); 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(); AssociateDisassociate app = new AssociateDisassociate(); 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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