Sample: Remove a role for a user
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\UsersAndRoles\RemoveRoleFromUser.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 disassociate a role from a user by using the IOrganizationService.Disassociate method. A snippet showing just the key sections of the sample is shown first, followed by the Complete Sample Code. Note that this sample can only be run in an on-premises environment because it creates a user. However, the section of the sample that demonstrates disassociating a role from a user will work for all environments.
Example
// Connect to the Organization service. // The using statement assures that the service proxy is properly disposed. using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,serverConfig.Credentials, serverConfig.DeviceCredentials)) { _serviceProxy.EnableProxyTypes(); CreateRequiredRecords(); // Retrieve a user. SystemUser user = _serviceProxy.Retrieve(SystemUser.EntityLogicalName, _userId, new ColumnSet(new String[] { "systemuserid", "firstname", "lastname" })).ToEntity<SystemUser>(); if (user != null) { Console.WriteLine("{1} {0} user account is retrieved.", user.FirstName, user.LastName); // Find the role. QueryExpression query = new QueryExpression { EntityName = "role", ColumnSet = new ColumnSet("roleid"), Criteria = new FilterExpression { Conditions = { new ConditionExpression { AttributeName = "name", Operator = ConditionOperator.Equal, Values = {_givenRole} } } } }; // Get the role. EntityCollection roles = _serviceProxy.RetrieveMultiple(query); // Disassociate the role. if (roles.Entities.Count > 0) { Role salesRole = _serviceProxy.RetrieveMultiple(query).Entities[0].ToEntity<Role>(); Console.WriteLine("Role {0} is retrieved.", _givenRole); _serviceProxy.Disassociate( "systemuser", user.Id, new Relationship("systemuserroles_association"), new EntityReferenceCollection() { new EntityReference("role", salesRole.Id) }); Console.WriteLine("Role {0} is disassociated from user {1} {2}.", _givenRole, user.FirstName, user.LastName); } } }
using System; using System.ServiceModel; using System.ServiceModel.Description; // These namespaces are found in the Microsoft.Xrm.Sdk.dll assembly // located in the SDK\bin folder of the SDK download. using Microsoft.Xrm.Sdk; using Microsoft.Xrm.Sdk.Query; using Microsoft.Xrm.Sdk.Client; using Microsoft.Crm.Sdk.Messages; namespace Microsoft.Crm.Sdk.Samples { /// <summary> /// Demonstrates how to do basic role association with the system user. /// </summary> /// <remarks> /// At run-time, you will be given the option to revert the role /// association created by this program.</remarks> public class RemoveRoleFromUser { #region Class Level Members // Define the IDs needed for this sample. private Guid _userId; private String _givenRole = "salesperson"; private OrganizationServiceProxy _serviceProxy; #endregion Class Level Members #region How To Sample Code /// <summary> /// This method first connects to the Organization service. Afterwards, it /// creates/retrieves a system user, and /// updates the system user to associate with the salesperson role. /// Note: Creating a user is only supported /// in an on-premises/active directory environment. /// </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 is properly disposed. using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,serverConfig.Credentials, serverConfig.DeviceCredentials)) { _serviceProxy.EnableProxyTypes(); CreateRequiredRecords(); // Retrieve a user. SystemUser user = _serviceProxy.Retrieve(SystemUser.EntityLogicalName, _userId, new ColumnSet(new String[] { "systemuserid", "firstname", "lastname" })).ToEntity<SystemUser>(); if (user != null) { Console.WriteLine("{1} {0} user account is retrieved.", user.FirstName, user.LastName); // Find the role. QueryExpression query = new QueryExpression { EntityName = "role", ColumnSet = new ColumnSet("roleid"), Criteria = new FilterExpression { Conditions = { new ConditionExpression { AttributeName = "name", Operator = ConditionOperator.Equal, Values = {_givenRole} } } } }; // Get the role. EntityCollection roles = _serviceProxy.RetrieveMultiple(query); // Disassociate the role. if (roles.Entities.Count > 0) { Role salesRole = _serviceProxy.RetrieveMultiple(query).Entities[0].ToEntity<Role>(); Console.WriteLine("Role {0} is retrieved.", _givenRole); _serviceProxy.Disassociate( "systemuser", user.Id, new Relationship("systemuserroles_association"), new EntityReferenceCollection() { new EntityReference("role", salesRole.Id) }); Console.WriteLine("Role {0} is disassociated from user {1} {2}.", _givenRole, user.FirstName, user.LastName); } } } } // 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> /// Creates any entity records that this sample requires. /// </summary> public void CreateRequiredRecords() { // For this sample, all required entities are created in the Run() method. // Create/retrieve a user and associate a role. _userId = SystemUserProvider.RetrieveAUserWithoutAnyRoleAssigned(_serviceProxy); // Find the role. QueryExpression query = new QueryExpression { EntityName = Role.EntityLogicalName, ColumnSet = new ColumnSet("roleid"), Criteria = new FilterExpression { Conditions = { new ConditionExpression { AttributeName = "name", Operator = ConditionOperator.Equal, Values = {_givenRole} } } } }; // Get the role. EntityCollection roles = _serviceProxy.RetrieveMultiple(query); if (roles.Entities.Count > 0) { Role salesRole = _serviceProxy.RetrieveMultiple(query).Entities[0].ToEntity<Role>(); // Associate the user with the role for this sample. if (salesRole != null && _userId != Guid.Empty) { _serviceProxy.Associate( "systemuser", _userId, new Relationship("systemuserroles_association"), new EntityReferenceCollection() { new EntityReference(Role.EntityLogicalName, salesRole.Id) }); } } } #endregion How To Sample Code #region Main method /// <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(); RemoveRoleFromUser app = new RemoveRoleFromUser(); 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("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("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 method } }
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