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Sample: Create and update records with related records (early bound)

Applies To: Microsoft Dynamics CRM 2013, Microsoft Dynamics CRM Online

This sample code is for Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online. Download the Microsoft Dynamics CRM SDK package. It can be found in the following location in the download package:

SampleCode\CS\GeneralProgramming\EarlyBound\CompoundCreateUpdate.cs

SampleCode\VB\GeneralProgramming\EarlyBound\CompoundCreateUpdate.vb

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 and update a record and related records in one call using the IOrganizationService.Create and IOrganizationService. Update methods.

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;

// 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>
    /// Shows how to create and use compound Create and Update statements.
    /// If you want to run this sample repeatedly, you have the option to 
    /// delete all the records created at the end of execution.
    /// </summary>
    public class CompoundCreateUpdate
    {
        #region Class Level Members

        /// <summary>
        /// Stores the organization service proxy.
        /// </summary>
        private OrganizationServiceProxy _serviceProxy;
        private IOrganizationService _service;

        // Define the IDs needed for this sample.
        public Guid _accountId;
        public Guid[] _letterIds;

        #endregion Class Level Members

        #region How To Sample Code
        /// <summary>
        /// Create and configure the organization service proxy.
        /// Creates an account and some associated letters with a nested operation.
        /// Updates those records with a nested operation.
        // </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 = ServerConnection.GetOrganizationProxy(serverConfig))
                {
                    // This statement is required to enable early-bound type support.
                    _serviceProxy.EnableProxyTypes();

                    _service = (IOrganizationService)_serviceProxy;

                    //Define the account for which we will add letters                
                    Account accountToCreate = new Account
                    {
                        Name = "Example Account"
                    };

                    //Define the IDs of the related letters we will create
                    _letterIds = new[] { Guid.NewGuid(), Guid.NewGuid(), Guid.NewGuid() };

                    //This acts as a container for each letter we create. Note that we haven't
                    //define the relationship between the letter and account yet.
                    EntityCollection relatedLettersToCreate = new EntityCollection
                    {
                        EntityName = Letter.EntityLogicalName,
                        Entities =
                        {
                            new Letter{Subject = "Letter 1", ActivityId = _letterIds[0]},
                            new Letter{Subject = "Letter 2", ActivityId = _letterIds[1]},
                            new Letter{Subject = "Letter 3", ActivityId = _letterIds[2]}
                        }
                    };

                    //Creates the reference between which relationship between Letter and
                    //Account we would like to use.
                    Relationship letterRelationship = new Relationship("Account_Letters");

                    //Adds the letters to the account under the specified relationship
                    accountToCreate.RelatedEntities.Add(letterRelationship, relatedLettersToCreate);

                    //Passes the Account (which contains the letters)
                    _accountId = _service.Create(accountToCreate);

                    Console.WriteLine("An account and {0} letters were created.", _letterIds.Length);


                    //Now we run through many of the same steps as the above "Create" example
                    Account accountToUpdate = new Account
                    {
                        Name = "Example Account - Updated",
                        AccountId = _accountId
                    };

                    EntityCollection relatedLettersToUpdate = new EntityCollection
                    {
                        EntityName = Letter.EntityLogicalName,
                        Entities =
                        {
                            new Letter{Subject = "Letter 1 - Updated", ActivityId = _letterIds[0]},
                            new Letter{Subject = "Letter 2 - Updated", ActivityId = _letterIds[1]},
                            new Letter{Subject = "Letter 3 - Updated", ActivityId = _letterIds[2]}
                        }
                    };

                    accountToUpdate.RelatedEntities.Add(letterRelationship, relatedLettersToUpdate);

                    //This will update the account as well as all of the related letters
                    _service.Update(accountToUpdate);
                    Console.WriteLine("An account and {0} letters were updated.", _letterIds.Length);


                    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>
        /// 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 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)
            {
                foreach (Guid letterId in _letterIds)
                {
                    _service.Delete(Letter.EntityLogicalName, letterId);
                }
                _service.Delete(Account.EntityLogicalName, _accountId);

                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();

                CompoundCreateUpdate app = new CompoundCreateUpdate();
                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

    }
}

See Also

Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online
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