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Sample: Assign a user-owned dashboard to another user

Applies To: CRM 2015 on-prem, CRM Online

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

SampleCode\CS\VisualizationsAndDashboards\AssignDashboardToUser.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 assign a user-owned dashboard to another user by using the AssignRequest message. Because you can’t delete a user-owned dashboard that is assigned to another user, this sample shows how to use impersonation to delete the user-owned dashboard.

Example


using System;
using System.Linq;
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 System.Xml.Linq;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;
using Microsoft.Xrm.Sdk.Discovery;
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;

using System.DirectoryServices;
using System.Threading;

namespace Microsoft.Crm.Sdk.Samples
{
    public class AssignDashboardToUser
    {
        #region Class Level Members  

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

        // Define the IDs needed for this sample.
        private Guid _userDashboardId;
        private Guid _otherUserId;

        #endregion Class Level Members

        #region How To Sample Code
        /// <summary>
        /// This method first connects to the Organization service. Afterwards,
        /// a user dashbaord is assigned to another user.
        /// </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();

                    AssignRequest assignRequest = new AssignRequest
                    {
                        Assignee = new EntityReference
                        {
                            LogicalName = SystemUser.EntityLogicalName,
                            // Here we could assign the visualization to the newly created user
                            Id = _otherUserId
                        },

                        Target = new EntityReference
                        {
                            LogicalName = UserForm.EntityLogicalName,
                            Id = _userDashboardId
                        }
                    };
                    _serviceProxy.Execute(assignRequest);

                    Console.WriteLine("The user dashboard has been assigned to Kevin Cook.");
                        

                    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.
        /// Creates the dashboard.
        /// </summary>
        public void CreateRequiredRecords()
        {
            //Grab the default public view for opportunities.
            QueryExpression mySavedQuery = new QueryExpression
            {
                ColumnSet = new ColumnSet("savedqueryid"),
                EntityName = SavedQuery.EntityLogicalName,
                Criteria = new FilterExpression
                {
                    Conditions =
                        {
                            new ConditionExpression
                            {
                                AttributeName = "isdefault",
                                Operator = ConditionOperator.Equal,
                                Values = {true}
                            },
                            new ConditionExpression
                            {
                                AttributeName = "querytype",
                                Operator = ConditionOperator.Equal,
                                Values = {0}
                            },
                            new ConditionExpression
                            {
                                AttributeName = "returnedtypecode",
                                Operator = ConditionOperator.Equal,
                                Values = {Opportunity.EntityTypeCode}
                            }
                        }
                }
            };

            //This query should return one and only one result.
            SavedQuery defaultOpportunityQuery = _serviceProxy.RetrieveMultiple(mySavedQuery)
                .Entities.Select(x => (SavedQuery)x).FirstOrDefault();

            // Retrieve visualizations out of the system. 
            // This sample assumes that you have the "Top Opportunities"
            // visualization that is installed with Microsoft Dynamics CRM.
            QueryByAttribute visualizationQuery = new QueryByAttribute
            {
                EntityName = SavedQueryVisualization.EntityLogicalName,
                ColumnSet = new ColumnSet("savedqueryvisualizationid"),
                Attributes = { "name" },
                //If you do not have this visualization, you will need to change
                //this line.
                Values = { "Top Opportunities" }
            };


            SavedQueryVisualization visualization = _serviceProxy.RetrieveMultiple(visualizationQuery).
                Entities.Select(x => (SavedQueryVisualization)x).FirstOrDefault();

            //This is the language code for U.S. English. If you are running this code
            //in a different locale, you will need to modify this value.
            int languageCode = 1033;

            //We set up our dashboard and specify the FormXml. Refer to the
            //FormXml schema in the Microsoft Dynamics CRM SDK for more information.
            UserForm dashboard = new UserForm
            {
                Name = "Sample User Dashboard",
                Description = "Sample user-owned dashboard.",
                FormXml = String.Format(@"<form>
                                <tabs>
                                    <tab name='Test Dashboard' verticallayout='true'>
                                        <labels>
                                            <label description='Sample User Dashboard' languagecode='{0}' />
                                        </labels>
                                        <columns>
                                            <column width='100%'>
                                                <sections>
                                                    <section name='Information Section'
                                                        showlabel='false' showbar='false'
                                                        columns='111'>
                                                        <labels>
                                                            <label description='Information Section'
                                                                languagecode='{0}' />
                                                        </labels>
                                                        <rows>
                                                            <row>
                                                                <cell colspan='1' rowspan='10' 
                                                                    showlabel='false'>
                                                                    <labels>
                                                                        <label description='Top Opportunities - 1'
                                                                        languagecode='{0}' />
                                                                    </labels>
                                                                    <control id='Top10Opportunities'
                                                                        classid='{{E7A81278-8635-4d9e-8D4D-59480B391C5B}}'>
                                                                        <parameters>
                                                                            <ViewId>{1}</ViewId>
                                                                            <IsUserView>false</IsUserView>
                                                                            <RelationshipName />
                                                                            <TargetEntityType>opportunity</TargetEntityType>
                                                                            <AutoExpand>Fixed</AutoExpand>
                                                                            <EnableQuickFind>false</EnableQuickFind>
                                                                            <EnableViewPicker>false</EnableViewPicker>
                                                                            <EnableJumpBar>false</EnableJumpBar>
                                                                            <ChartGridMode>Chart</ChartGridMode>
                                                                            <VisualizationId>{2}</VisualizationId>
                                                                            <EnableChartPicker>false</EnableChartPicker>
                                                                            <RecordsPerPage>10</RecordsPerPage>
                                                                        </parameters>
                                                                    </control>
                                                                </cell>
                                                                <cell colspan='1' rowspan='10' 
                                                                    showlabel='false'>
                                                                    <labels>
                                                                        <label description='Top Opportunities - 2'
                                                                        languagecode='{0}' />
                                                                    </labels>
                                                                    <control id='Top10Opportunities2'
                                                                        classid='{{E7A81278-8635-4d9e-8D4D-59480B391C5B}}'>
                                                                        <parameters>
                                                                            <ViewId>{1}</ViewId>
                                                                            <IsUserView>false</IsUserView>
                                                                            <RelationshipName />
                                                                            <TargetEntityType>opportunity</TargetEntityType>
                                                                            <AutoExpand>Fixed</AutoExpand>
                                                                            <EnableQuickFind>false</EnableQuickFind>
                                                                            <EnableViewPicker>false</EnableViewPicker>
                                                                            <EnableJumpBar>false</EnableJumpBar>
                                                                            <ChartGridMode>Grid</ChartGridMode>
                                                                            <VisualizationId>{2}</VisualizationId>
                                                                            <EnableChartPicker>false</EnableChartPicker>
                                                                            <RecordsPerPage>10</RecordsPerPage>
                                                                        </parameters>
                                                                    </control>
                                                                </cell>
                                                            </row>
                                                            <row />
                                                            <row />
                                                            <row />
                                                            <row />
                                                            <row />
                                                            <row />
                                                            <row />
                                                            <row />
                                                            <row />
                                                        </rows>
                                                    </section>
                                                </sections>
                                            </column>
                                        </columns>
                                    </tab>
                                </tabs>
                            </form>",
                languageCode,
                defaultOpportunityQuery.SavedQueryId.Value.ToString("B"),
                visualization.SavedQueryVisualizationId.Value.ToString("B"))                
            };
            _userDashboardId = _serviceProxy.Create(dashboard);

            Console.WriteLine("Created {0}.", dashboard.Name);

            // Create another user to whom the dashboard will be assigned.
            _otherUserId = SystemUserProvider.RetrieveSalesManager(_serviceProxy);            
        }
            

        /// <summary>
        /// Deletes the entity record that was created for this sample.
        /// <param name="prompt">Indicates whether to prompt the user 
        /// to delete the entity created in this sample.</param>
        /// The system user named "Kevin Cook" that was created by this sample will
        /// continue to exist on your system because system users cannot be deleted
        /// in Microsoft Dynamics CRM. They can only be enabled or disabled.

        /// </summary>
        public void DeleteRequiredRecords(bool prompt)
        {
            if (!prompt) return;

            // 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)
            {
                // Delete action doesn't work on the UserForm instance if it is assigned
                // to a user other than current user.
                // So as a workaround, we are impersonating the actual owner of 
                // the UserForm instance to complete the delete action.
                // To impersonate another user, set the OrganizationServiceProxy.CallerId
                // property to the ID of the other user.
                _serviceProxy.CallerId = _otherUserId;
                
                _serviceProxy.Delete(UserForm.EntityLogicalName, _userDashboardId);                
                Console.WriteLine("Entity records have been deleted.");
            }
        }

        #endregion How To Sample Code

        #region Main
        /// <summary>
        /// Main. Runs the sample and provides error output.
        /// <param name="args">Array of arguments to Main method.</param>
        /// </summary>
        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();

                AssignDashboardToUser app = new AssignDashboardToUser();
                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");
                    }
                }
            }
            finally
            {
                Console.WriteLine("Press <Enter> to exit.");
                Console.ReadLine();
            }

        }
        #endregion Main

    }
}

See Also

Microsoft Dynamics CRM 2015 and Microsoft Dynamics CRM Online
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