Sample: Create a connection (early bound)
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\BusinessManagement\CreateConnection.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 connection between an account and a contact that have matching connection roles.
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; using Microsoft.Xrm.Sdk.Messages; // 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 create a connection between two entities. /// </summary> public class CreateConnection { #region Class Level Members /// <summary> /// Stores the organization service proxy. /// </summary> OrganizationServiceProxy _serviceProxy; // Define the IDs needed for this sample. public Guid _connectionRoleId; public Guid _connectionId; public Guid _accountId; public Guid _contactId; #endregion Class Level Members #region How To Sample Code /// <summary> /// Create and configure the organization service proxy. /// Call the method to create any data that this sample requires. /// Create a new connection between the account and the contact. /// 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(); // Call the method to create any data that this sample requires. CreateRequiredRecords(); // Create a connection between the account and the contact. // Assign a connection role to a record. Connection newConnection = new Connection { Record1Id = new EntityReference(Account.EntityLogicalName, _accountId), Record1RoleId = new EntityReference(ConnectionRole.EntityLogicalName, _connectionRoleId), Record2RoleId = new EntityReference(ConnectionRole.EntityLogicalName, _connectionRoleId), Record2Id = new EntityReference(Contact.EntityLogicalName, _contactId) }; _connectionId = _serviceProxy.Create(newConnection); Console.WriteLine( "Created a connection between the account and the contact."); 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 new connectionrole instance. /// Create related Connection Role Object Type Code records /// for the account and the contact entities. /// </summary> public void CreateRequiredRecords() { // Create a Connection Role for account and contact ConnectionRole newConnectionRole = new ConnectionRole { Name = "Example Connection Role", Category = new OptionSetValue((int)connectionrole_category.Business) }; _connectionRoleId = _serviceProxy.Create(newConnectionRole); Console.WriteLine("Created {0}.", newConnectionRole.Name); // Create a related Connection Role Object Type Code record for Account ConnectionRoleObjectTypeCode newAccountConnectionRoleTypeCode = new ConnectionRoleObjectTypeCode { ConnectionRoleId = new EntityReference( ConnectionRole.EntityLogicalName, _connectionRoleId), AssociatedObjectTypeCode = Account.EntityLogicalName }; _serviceProxy.Create(newAccountConnectionRoleTypeCode); Console.WriteLine( "Created a related Connection Role Object Type Code record for Account." ); // Create a related Connection Role Object Type Code record for Contact ConnectionRoleObjectTypeCode newContactConnectionRoleTypeCode = new ConnectionRoleObjectTypeCode { ConnectionRoleId = new EntityReference( ConnectionRole.EntityLogicalName, _connectionRoleId), AssociatedObjectTypeCode = Contact.EntityLogicalName }; _serviceProxy.Create(newContactConnectionRoleTypeCode); Console.WriteLine( "Created a related Connection Role Object Type Code record for Contact." ); // Associate the connection role with itself. AssociateRequest associateConnectionRoles = new AssociateRequest { Target = new EntityReference(ConnectionRole.EntityLogicalName, _connectionRoleId), RelatedEntities = new EntityReferenceCollection() { new EntityReference(ConnectionRole.EntityLogicalName, _connectionRoleId) }, // The name of the relationship connection role association // relationship in MS CRM. Relationship = new Relationship() { PrimaryEntityRole = EntityRole.Referencing, // Referencing or Referenced based on N:1 or 1:N reflexive relationship. SchemaName = "connectionroleassociation_association" } }; _serviceProxy.Execute(associateConnectionRoles); Console.WriteLine("Associated the connection role with itself."); // Create an Account Account setupAccount = new Account { Name = "Example Account" }; _accountId = _serviceProxy.Create(setupAccount); Console.WriteLine("Created {0}.", setupAccount.Name); // Create a Contact Contact setupContact = new Contact { LastName = "Example Contact" }; _contactId = _serviceProxy.Create(setupContact); Console.WriteLine("Created {0}.", setupContact.LastName); 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 toBeDeleted = true; if (prompt) { // Ask the user if the created entities should be deleted. Console.Write("\nDo you want these entity records deleted? (y/n) [y]: "); String answer = Console.ReadLine(); if (answer.StartsWith("y") || answer.StartsWith("Y") || answer == String.Empty) { toBeDeleted = true; } else { toBeDeleted = false; } } if (toBeDeleted) { _serviceProxy.Delete(Connection.EntityLogicalName, _connectionId); _serviceProxy.Delete(Account.EntityLogicalName, _accountId); _serviceProxy.Delete(Contact.EntityLogicalName, _contactId); _serviceProxy.Delete(ConnectionRole.EntityLogicalName, _connectionRoleId); 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(); CreateConnection app = new CreateConnection(); 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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