Find All of the Incidents for an Account or Contact

This sample retrieves all the incidents (cases) associated with an account or contact.

Class Reference

• CRMAccount
• CRMContact
• CRMIncident
• BizUser

Schema Reference

• account.xsd
• contact.xsd
• incident.xsd

Example

[C#]

public void RetrieveAssociatedCases()
{
   // strServer should be set with the name of the platform Web server
   String strServer = "MyServerName";

   // strVirtualDirectory should be set with the name of the Microsoft CRM
   // virtual directory on the platform Web server
   String strVirtualDirectory = "mscrmservices";
   String strDir = String.Concat("https://", strServer, "/",
                                 strVirtualDirectory, "/");

   // BizUser proxy object
   Microsoft.Crm.Platform.Proxy.BizUser bizUser 
               = new Microsoft.Crm.Platform.Proxy.BizUser ();
   bizUser.Credentials = System.Net.CredentialCache.DefaultCredentials;
   bizUser.Url = String.Concat(strDir, "BizUser.srf");

   // Account proxy object
   Microsoft.Crm.Platform.Proxy.CRMAccount account 
               = new Microsoft.Crm.Platform.Proxy.CRMAccount ();
   account.Credentials = System.Net.CredentialCache.DefaultCredentials;
   account.Url = String.Concat(strDir, "CRMAccount.srf");

   // Contact proxy object
   Microsoft.Crm.Platform.Proxy.CRMContact contact 
               = new Microsoft.Crm.Platform.Proxy.CRMContact ();
   contact.Credentials = System.Net.CredentialCache.DefaultCredentials;
   contact.Url = String.Concat(strDir, "CRMContact.srf");

   // Incident proxy object
   Microsoft.Crm.Platform.Proxy.CRMIncident incident 
               = new Microsoft.Crm.Platform.Proxy.CRMIncident ();
   incident.Credentials = System.Net.CredentialCache.DefaultCredentials;
   incident.Url = String.Concat(strDir, "CRMIncident.srf");

   String strErrorMsg;
   try
   {
      Microsoft.Crm.Platform.Proxy.CUserAuth userAuth = bizUser.WhoAmI();

      // Create an account to use later
      StringBuilder accountXml = new StringBuilder("<account>");
      accountXml.Append("<name>North Wind Traders</name>");
      accountXml.AppendFormat("<ownerid type=\"{0}\">", 
         Microsoft.Crm.Platform.Types.ObjectType.otSystemUser.ToString());
      accountXml.AppendFormat("{0}</ownerid></account>", userAuth.UserId);

      // Create a contact to use later
      StringBuilder contactXml = new StringBuilder("<contact>");
      contactXml.Append("<firstname>Rachel</firstname>");
      contactXml.Append("<telephone2>506-555-0123</telephone2>");
      contactXml.Append("<lastname>Valdez</lastname>");
      contactXml.Append
        ("<emailaddress1>rachel@northwindtraders.com</emailaddress1>");
      contactXml.AppendFormat("<ownerid type=\"{0}\">",
         Microsoft.Crm.Platform.Types.ObjectType.otSystemUser.ToString());
      contactXml.AppendFormat("{0}</ownerid></contact>", userAuth.UserId);

      String accountId = account.Create(userAuth, accountXml.ToString());
      String contactId = contact.Create(userAuth, contactXml.ToString());

      // Create an incident associated with the account
      StringBuilder incidentXml = new StringBuilder("<incident>");
      incidentXml.Append("<title>Incident A</title>");
      incidentXml.AppendFormat("<accountid>{0}</accountid>", accountId);
      incidentXml.AppendFormat("<ownerid type=\"{0}\">", 
         Microsoft.Crm.Platform.Types.ObjectType.otSystemUser.ToString());
      incidentXml.AppendFormat("{0}</ownerid></incident>",
                               userAuth.UserId);

      String incidentId = incident.Create(userAuth,
                                          incidentXml.ToString());

      Microsoft.Crm.Platform.Proxy.CObjectName obj
             = new Microsoft.Crm.Platform.Proxy.CObjectName();
      obj.Id = accountId;
      obj.Type = Microsoft.Crm.Platform.Proxy.ObjectType.otAccount;

      // Retrieve incidents associated with the account
      String result = incident.RetrieveByObject(userAuth, obj,
                        "<columnset><column>title</column></columnset>");

      // Create an incident associated with the Contact
      StringBuilder incidentXml2 = new StringBuilder("<incident>");
      incidentXml2.Append("<title>Incident B</title>");
      incidentXml2.AppendFormat("<contactid>{0}</contactid>", contactId);
      incidentXml2.AppendFormat("<ownerid type=\"{0}\">", 
         Microsoft.Crm.Platform.Types.ObjectType.otSystemUser.ToString());
      incidentXml2.AppendFormat("{0}</ownerid></incident>",
                                userAuth.UserId);

      incidentId = incident.Create(userAuth, incidentXml2.ToString());

      obj = new Microsoft.Crm.Platform.Proxy.CObjectName();
      obj.Id = strContactId;
      obj.Type = Microsoft.Crm.Platform.Proxy.ObjectType.otContact;

      // Retrieve incidents associated with the account
      result = incident.RetrieveByObject(userAuth, obj,
                        "<columnset><column>title</column></columnset>");
   }
   catch (System.Web.Services.Protocols.SoapException err)
   {
      // Process the platform error here
      strErrorMsg = String.Concat("ErrorMessage: ", err.Message, " ",
                      err.Detail.OuterXml, " Source: ", err.Source);
   }
}

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