Sample: Convert a fax to a task
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\Activities\ConvertFaxToTask.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 create a task for a fax by using the IOrganizationService.Create method.
Example
using System; using System.ServiceModel; using System.ServiceModel.Description; using System.Text; // 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 the Microsoft.Crm.Sdk.Proxy.dll assembly // found in the SDK\bin folder. using Microsoft.Crm.Sdk.Messages; namespace Microsoft.Crm.Sdk.Samples { public class ConvertFaxToTask { #region Class Level Members /// <summary> /// Stores the organization service proxy. /// </summary> private OrganizationServiceProxy _serviceProxy; // Define the IDs needed for this sample. private Guid _faxId; private Guid _taskId; private Guid _userId; #endregion Class Level Members #region How To Sample Code /// <summary> /// Convert a fax to a task. /// <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(); // Call the method to create any data that this sample requires. CreateRequiredRecords(); // Retrieve the fax. Fax retrievedFax = (Fax)_serviceProxy.Retrieve(Fax.EntityLogicalName, _faxId, new ColumnSet(true)); // Create a task. Task task = new Task() { Subject = "Follow Up: " + retrievedFax.Subject, ScheduledEnd = retrievedFax.CreatedOn.Value.AddDays(7), }; _taskId = _serviceProxy.Create(task); // Verify that the task has been created if (_taskId != Guid.Empty) { Console.WriteLine("Created a task for the fax: '{0}'.", task.Subject); } 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. /// </summary> public void CreateRequiredRecords() { // Get the current user. WhoAmIRequest userRequest = new WhoAmIRequest(); WhoAmIResponse userResponse = (WhoAmIResponse)_serviceProxy.Execute(userRequest); _userId = userResponse.UserId; // Create the activity party for sending and receiving the fax. ActivityParty party = new ActivityParty { PartyId = new EntityReference(SystemUser.EntityLogicalName, _userId) }; // Create the fax object. Fax fax = new Fax { Subject = "Sample Fax", From = new ActivityParty[] { party }, To = new ActivityParty[] { party } }; _faxId = _serviceProxy.Create(fax); Console.WriteLine("Created a fax: '{0}'.", fax.Subject); } /// <summary> /// Deletes the custom entity record that was created for this sample. /// <param name="prompt">Indicates whether to prompt the user /// to delete the entity 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(Fax.EntityLogicalName, _faxId); _serviceProxy.Delete(Task.EntityLogicalName, _taskId); 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(); ConvertFaxToTask app = new ConvertFaxToTask(); 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 } }
Microsoft Dynamics 365
© 2016 Microsoft. All rights reserved. Copyright
Community Additions
ADD
Show: