Sample: Add a security principal (user or team) to a queue (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\BusinessDataModel\BusinessManagement\AddPrincipalToQueue.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 give a user or team access to a queue. The AddPrincipalToQueueRequest adds the specified principal to the list of queue members. If the passed-in security principal is a team each member of the team is added to the queue.
Example
using System; using System.Linq; using System.Threading; using System.ServiceModel; using System.ServiceModel.Description; using System.Collections.Generic; // 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.Query; using Microsoft.Xrm.Sdk.Discovery; using Microsoft.Xrm.Sdk.Messages; using Microsoft.Xrm.Sdk.Client; // 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 share a queue to the team. /// </summary> public class AddPrincipalToQueue { #region Class Level Members // Define the IDs needed for this sample. private Guid _queueId; private Guid _teamId; private Guid _roleId; private OrganizationServiceProxy _serviceProxy; #endregion Class Level Members #region How To Sample Code /// <summary> /// Create and configure the organization service proxy. /// Initiate the method to create any data that this sample requires. /// Share a queue to the team. /// Optionally delete any entity records that were created for this sample. /// <param name="serverConfig">Contains server connection information.</param> /// <param name="promptforDelete">When True, the user will be prompted to delete all /// created entities.</param> /// </summary> 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(); CreateRequiredRecords(); ColumnSet columnSet = new ColumnSet("name"); Entity team = _serviceProxy.Retrieve(Team.EntityLogicalName, _teamId, columnSet); AddPrincipalToQueueRequest addPrincipalToQueueRequest = new AddPrincipalToQueueRequest { Principal = team, QueueId = _queueId }; _serviceProxy.Execute(addPrincipalToQueueRequest); Console.WriteLine("The team has been added to the queue."); 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 queue record. /// Create a team record. /// Create a role and add queue privileges. /// Assign role to team. /// </summary> public void CreateRequiredRecords() { var QueueViewType = new { Public = 0, Private = 1 }; // Create a queue instance and set its property values. Queue newQueue = new Queue { Name = "Example Queue", Description = "This is an example queue.", QueueViewType = new OptionSetValue(QueueViewType.Private) }; // Create a new queue and store its returned GUID in a variable for later use. _queueId = _serviceProxy.Create(newQueue); Console.WriteLine("Created {0}", newQueue.Name); // Retrieve the default business unit for the creation of the team and role. QueryExpression queryDefaultBusinessUnit = new QueryExpression { EntityName = BusinessUnit.EntityLogicalName, ColumnSet = new ColumnSet("businessunitid"), Criteria = new FilterExpression { Conditions = { new ConditionExpression { AttributeName = "parentbusinessunitid", Operator = ConditionOperator.Null } } } }; BusinessUnit defaultBusinessUnit = (BusinessUnit)_serviceProxy.RetrieveMultiple( queryDefaultBusinessUnit).Entities[0]; // Create a new example team. Team setupTeam = new Team { Name = "Example Team", BusinessUnitId = new EntityReference(BusinessUnit.EntityLogicalName, defaultBusinessUnit.BusinessUnitId.Value) }; _teamId = _serviceProxy.Create(setupTeam); Console.WriteLine("Created {0}", setupTeam.Name); // Create a new example role. Role setupRole = new Role { Name = "Example Role", BusinessUnitId = new EntityReference(BusinessUnit.EntityLogicalName, defaultBusinessUnit.BusinessUnitId.Value) }; _roleId = _serviceProxy.Create(setupRole); Console.WriteLine("Created {0}", setupRole.Name); // Retrieve the prvReadQueue and prvAppendToQueue privileges. QueryExpression queryQueuePrivileges = new QueryExpression { EntityName = Privilege.EntityLogicalName, ColumnSet = new ColumnSet("privilegeid", "name"), Criteria = new FilterExpression { Conditions = { new ConditionExpression { AttributeName = "name", Operator = ConditionOperator.In, Values = { "prvReadQueue", "prvAppendToQueue" } } } } }; DataCollection<Entity> retrievedQueuePrivileges = _serviceProxy.RetrieveMultiple(queryQueuePrivileges).Entities; Console.WriteLine("Retrieved prvReadQueue and prvAppendToQueue privileges."); // Define a list to hold the RolePrivileges we'll need to add List<RolePrivilege> rolePrivileges = new List<RolePrivilege>(); foreach (Privilege privilege in retrievedQueuePrivileges) { RolePrivilege rolePrivilege = new RolePrivilege( (int)PrivilegeDepth.Local, privilege.PrivilegeId.Value); rolePrivileges.Add(rolePrivilege); } // Add the prvReadQueue and prvAppendToQueue privileges to the example role. AddPrivilegesRoleRequest addPrivilegesRequest = new AddPrivilegesRoleRequest { RoleId = _roleId, Privileges = rolePrivileges.ToArray() }; _serviceProxy.Execute(addPrivilegesRequest); Console.WriteLine("Retrieved privileges are added to {0}.", setupRole.Name); // Add the example role to the example team. _serviceProxy.Associate( Team.EntityLogicalName, _teamId, new Relationship("teamroles_association"), new EntityReferenceCollection() { new EntityReference(Role.EntityLogicalName, _roleId) }); // It takes some time for the privileges to propogate to the team. // Verify this is complete before continuing. bool teamLacksPrivilege = true; while (teamLacksPrivilege) { RetrieveTeamPrivilegesRequest retrieveTeamPrivilegesRequest = new RetrieveTeamPrivilegesRequest { TeamId = _teamId }; RetrieveTeamPrivilegesResponse retrieveTeamPrivilegesResponse = (RetrieveTeamPrivilegesResponse)_serviceProxy.Execute( retrieveTeamPrivilegesRequest); if (retrieveTeamPrivilegesResponse.RolePrivileges.Any( rp => rp.PrivilegeId == rolePrivileges[0].PrivilegeId) && retrieveTeamPrivilegesResponse.RolePrivileges.Any( rp => rp.PrivilegeId == rolePrivileges[1].PrivilegeId)) { teamLacksPrivilege = false; } else { Thread.Sleep(1000); } } Console.WriteLine("{0} has been added to {1}", setupRole.Name, setupTeam.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) { _serviceProxy.Delete(Queue.EntityLogicalName, _queueId); _serviceProxy.Delete(Team.EntityLogicalName, _teamId); _serviceProxy.Delete(Role.EntityLogicalName, _roleId); Console.WriteLine("Entity records have been deleted."); } } #endregion How To Sample Code #region Main /// <summary> /// Main. Runs the sample and provides error output. /// <param name="args">Array of arguments to Main method.</param> /// </summary> 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(); AddPrincipalToQueue app = new AddPrincipalToQueue(); 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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