Export (0) Print
Expand All

Sample: Create and update an emailable entity

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. It can be found in the following location in the download package:

SampleCode\CS\Metadata\Entities\CreateUpdateEmailableEntity.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 create an entity that can be used in the To field of an email activity. It uses the CreateEntityRequest message.

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;
using Microsoft.Xrm.Sdk.Messages;
using Microsoft.Xrm.Sdk.Metadata;

// 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
{
    public class CreateUpdateEmailableEntity
    {
        #region Class Level Members
        /// <summary>
        /// Stores the organization service proxy.
        /// </summary>
        private OrganizationServiceProxy _serviceProxy;

        private const String _customEntityName = "new_agent"; 

        #endregion Class Level Members

        #region How To Sample Code
        /// <summary>
        /// Create a custom entity that can be used in the To field of an email activity.
        /// Update the custom entity.
        /// Optionally delete the custom entity.
        /// </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();



                    // Create the custom entity.
                    CreateEntityRequest createrequest = new CreateEntityRequest
                    {
                        // Define an entity to enable for emailing. In order to do so,
                        // IsActivityParty must be set.
                        Entity = new EntityMetadata
                        {
                            SchemaName = _customEntityName,
                            DisplayName = new Label("Agent", 1033),
                            DisplayCollectionName = new Label("Agents", 1033),
                            Description = new Label("Insurance Agents", 1033),
                            OwnershipType = OwnershipTypes.UserOwned,
                            IsActivity = false,

                            // Unless this flag is set, this entity cannot be party to an
                            // activity.
                            IsActivityParty = true
                        },

                        // As with built-in emailable entities, the Primary Attribute will
                        // be used in the activity party screens. Be sure to choose descriptive
                        // attributes.
                        PrimaryAttribute = new StringAttributeMetadata
                        {
                            SchemaName = "new_fullname",
                            RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
                            MaxLength = 100,
                            FormatName = StringFormatName.Text,
                            DisplayName = new Label("Agent Name", 1033),
                            Description = new Label("Agent Name", 1033)
                        }
                    };

                    _serviceProxy.Execute(createrequest);
                    Console.WriteLine("The emailable entity has been created.");

                    // The entity will not be selectable as an activity party until its customizations
                    // have been published. Otherwise, the e-mail activity dialog cannot find
                    // a correct default view.
                    PublishAllXmlRequest publishRequest = new PublishAllXmlRequest();
                    _serviceProxy.Execute(publishRequest);

                    // Before any emails can be created for this entity, an Email attribute
                    // must be defined.
                    CreateAttributeRequest createFirstEmailAttributeRequest = new CreateAttributeRequest
                    {
                        EntityName = _customEntityName,
                        Attribute = new StringAttributeMetadata
                        {
                            SchemaName = "new_emailaddress",
                            RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
                            MaxLength = 100,                            
                            FormatName = StringFormatName.Email,
                            DisplayName = new Label("Email Address", 1033),
                            Description = new Label("Email Address", 1033)
                        }
                    };

                    _serviceProxy.Execute(createFirstEmailAttributeRequest);
                    Console.WriteLine("An email attribute has been added to the emailable entity.");

                    // Create a second, alternate email address. Since there is already one 
                    // email attribute on the entity, this will never be used for emailing
                    // even if the first one is not populated.
                    CreateAttributeRequest createSecondEmailAttributeRequest = new CreateAttributeRequest
                    {
                        EntityName = _customEntityName,
                        Attribute = new StringAttributeMetadata
                        {
                            SchemaName = "new_secondaryaddress",
                            RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
                            MaxLength = 100,                            
                            FormatName = StringFormatName.Email,
                            DisplayName = new Label("Secondary Email Address", 1033),
                            Description = new Label("Secondary Email Address", 1033)
                        }
                    };

                    _serviceProxy.Execute(createSecondEmailAttributeRequest);

                    Console.WriteLine("A second email attribute has been added to the emailable entity.");

                    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 the custom entity that was 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 deleteEntity = true;

            if (prompt)
            {
                Console.WriteLine("\nDo you want this custom entity deleted? (y/n)");
                String answer = Console.ReadLine();

                deleteEntity = (answer.StartsWith("y") || answer.StartsWith("Y"));
            }

            if (deleteEntity)
            {
                DeleteEntityRequest request = new DeleteEntityRequest()
                {
                    LogicalName = _customEntityName,
                };
                _serviceProxy.Execute(request);

                Console.WriteLine("The 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();

                CreateUpdateEmailableEntity app = new CreateUpdateEmailableEntity();
                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 2015 and Microsoft Dynamics CRM Online
Send comments about this topic to Microsoft.
© 2014 Microsoft Corporation. All rights reserved.
Was this page helpful?
(1500 characters remaining)
Thank you for your feedback
Show:
© 2014 Microsoft