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Sample: Initialize a record from an existing record

Applies To: CRM 2015 on-prem, CRM Online

[This topic is pre-release documentation and is subject to change in future releases.]

This sample code is for Microsoft Dynamics CRM 2015 and Microsoft Dynamics CRM Online 2015 Update. Download the Microsoft Dynamics CRM SDK package. It can be found in the following location in the download package:

SampleCode\CS\GeneralProgramming\EarlyBound\InitializeFrom.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 use the IOrganizationService.InitializeFromRequest message to create new records from an existing record.

Example



#region Initialize Account from Account
Console.WriteLine();
Console.WriteLine("  Initializing new Account from the initial Account");

// Create the request object
InitializeFromRequest initialize = new InitializeFromRequest();

// Set the properties of the request object
initialize.TargetEntityName = Account.EntityLogicalName.ToString();

// Create the EntityMoniker
initialize.EntityMoniker = _initialAccount.ToEntityReference();

// Execute the request
InitializeFromResponse initialized = 
    (InitializeFromResponse)_serviceProxy.Execute(initialize);

if (initialized.Entity != null)
    Console.WriteLine("  New Account initialized successfully");

Console.WriteLine();
#endregion

#region Initialize Opportunity from Lead
Console.WriteLine("  Initializing an Opportunity from the initial Lead");

// Create the request object
initialize.TargetEntityName = Opportunity.EntityLogicalName.ToString();

// Create the EntityMoniker
initialize.EntityMoniker = _initialLead.ToEntityReference();

// Execute the request
initialized =
    (InitializeFromResponse)_serviceProxy.Execute(initialize);

if (initialized.Entity != null &&
    initialized.Entity.LogicalName == Opportunity.EntityLogicalName)
{
    var opportunity = (Opportunity)initialized.Entity;
    Console.WriteLine("  New Opportunity initialized successfully (Name={0})",
        opportunity.Name);
}
#endregion

Full Sample – C#


using System;
using System.ServiceModel;

// 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.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 use the InitializeFrom message to create new records
    /// from existing records
    /// </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 class InitializeFrom
    {
        #region Class Level Members

        private OrganizationServiceProxy _serviceProxy;

        private Account _initialAccount;
        private Lead _initialLead;

        #endregion Class Level Members

        #region How To Sample Code
        /// <summary>
        /// This method first creates an account and a lead, then initializes a new
        /// account from the already existing account and a new opportunity from the
        /// already existing lead.
        /// </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();

                    CreateRequiredRecords();


                    #region Initialize Account from Account
                    Console.WriteLine();
                    Console.WriteLine("  Initializing new Account from the initial Account");

                    // Create the request object
                    InitializeFromRequest initialize = new InitializeFromRequest();

                    // Set the properties of the request object
                    initialize.TargetEntityName = Account.EntityLogicalName.ToString();

                    // Create the EntityMoniker
                    initialize.EntityMoniker = _initialAccount.ToEntityReference();

                    // Execute the request
                    InitializeFromResponse initialized = 
                        (InitializeFromResponse)_serviceProxy.Execute(initialize);

                    if (initialized.Entity != null)
                        Console.WriteLine("  New Account initialized successfully");

                    Console.WriteLine();
                    #endregion

                    #region Initialize Opportunity from Lead
                    Console.WriteLine("  Initializing an Opportunity from the initial Lead");

                    // Create the request object
                    initialize.TargetEntityName = Opportunity.EntityLogicalName.ToString();

                    // Create the EntityMoniker
                    initialize.EntityMoniker = _initialLead.ToEntityReference();

                    // Execute the request
                    initialized =
                        (InitializeFromResponse)_serviceProxy.Execute(initialize);

                    if (initialized.Entity != null &&
                        initialized.Entity.LogicalName == Opportunity.EntityLogicalName)
                    {
                        var opportunity = (Opportunity)initialized.Entity;
                        Console.WriteLine("  New Opportunity initialized successfully (Name={0})",
                            opportunity.Name);
                    }
                    #endregion

                    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;
            }
        }

        #region Public methods

        /// <summary>
        /// Creates any entity records that this sample requires.
        /// </summary>
        public void CreateRequiredRecords()
        {
            _initialAccount = new Account()
            {
                Name = "Contoso, Ltd"
            };
            _initialAccount.Id = _serviceProxy.Create(_initialAccount);
            Console.WriteLine("  Created initial Account (Name={0})",
                _initialAccount.Name);

            _initialLead = new Lead()
            {
                Subject = "A Sample Lead",
                LastName = "Wilcox",
                FirstName = "Colin",
            };
            _initialLead.Id = _serviceProxy.Create(_initialLead);
            Console.WriteLine("  Created initial Lead (Subject={0}, Name={1} {2})",
                _initialLead.Subject,
                _initialLead.FirstName,
                _initialLead.LastName);
        }

        /// <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(Account.EntityLogicalName, _initialAccount.Id);
                _serviceProxy.Delete(Lead.EntityLogicalName, _initialLead.Id);
                Console.WriteLine("Entity records have been deleted.");
            }
        }
        #endregion Public Methods

        #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();

                InitializeFrom app = new InitializeFrom();
                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 method
    }
}

See Also

Microsoft Dynamics CRM 2015 and Microsoft Dynamics CRM Online
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