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Sample: Create, retrieve, update, and delete a Chart

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\VisualizationsAndDashboards\CRUDVisualizations.cs

SampleCode\VB\VisualizationsAndDashboards\CRUDVisualizations.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, retrieve, update, and delete an organization-owned visualization. This sample uses the following common methods:

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 Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Client;
using Microsoft.Xrm.Sdk.Query;
using Microsoft.Xrm.Sdk.Discovery;
using Microsoft.Xrm.Sdk.Messages;

// 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 create retrieve, update, and delete an 
    /// organization-owned visualization. The visualization will be attached
    /// to the 'Opportunity' entity. As part of updating the visualization,
    /// we will also set it to be the default visualization for the Opportunity
    /// entity.
    /// </summary>
    public class CRUDVisualization
    {
        #region Class Level Members
        

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

        // Define the IDs needed for this sample.
        private Guid _orgOwnedVisualizationId;
        private Guid _accountId;
        private Guid[] _opportunitiyIds;

        #endregion Class Level Members

        #region How To Sample Code
        /// <summary>
        /// Create and configure the organization service proxy.
        /// Initiate the method to create any data that this sample requires.
        /// Create an organization-owned visualization.
        /// Retrieve the visualization.
        /// Update the visualization; update the name and set it as the default
        /// visualization for the Opportunity entity.
        /// Optionally delete any entity records that were created for this sample.
        /// </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();


                    // Call the method to create any data that this sample requires.
                    CreateRequiredRecords();

                    // Create a visualization

                    // Set The presentation XML string.
                    string presentationXml = @"
                    <Chart Palette='BrightPastel'>
                        <Series>
                            <Series _Template_='All' ShadowOffset='2' 
                                BorderColor='64, 64, 64' BorderDashStyle='Solid'
                                BorderWidth='1' IsValueShownAsLabel='true' 
                                Font='Tahoma, 6.75pt, GdiCharSet=0' 
                                LabelForeColor='100, 100, 100'
                                CustomProperties='FunnelLabelStyle=Outside' 
                                ChartType='Funnel'>
                                <SmartLabelStyle Enabled='True' />
                                <Points />
                            </Series>
                         </Series>
                        <ChartAreas>
                            <ChartArea _Template_='All' BackColor='Transparent'
                                BorderColor='Transparent' 
                                BorderDashStyle='Solid'>
                                <Area3DStyle Enable3D='True' 
                                    IsClustered='True'/>
                            </ChartArea>
                        </ChartAreas>
                        <Legends>
                            <Legend _Template_='All' Alignment='Center' 
                                LegendStyle='Table' Docking='Bottom' 
                                IsEquallySpacedItems='True' BackColor='White'
                                BorderColor='228, 228, 228' BorderWidth='0' 
                                Font='Tahoma, 8pt, GdiCharSet=0' 
                                ShadowColor='0, 0, 0, 0' 
                                ForeColor='100, 100, 100'>
                            </Legend>
                        </Legends>
                        <Titles>
                            <Title _Template_='All'
                                Font='Tahoma, 9pt, style=Bold, GdiCharSet=0'
                                ForeColor='102, 102, 102'>
                            </Title>
                        </Titles>
                        <BorderSkin PageColor='Control'
                            BackColor='CornflowerBlue'
                            BackSecondaryColor='CornflowerBlue' />
                    </Chart>
                    ";

                    // Set the data XML string.
                    string dataXml = @"
                    <datadefinition>
                        <fetchcollection>
                            <fetch mapping='logical' count='10' 
                                aggregate='true'>
                                <entity name='opportunity'>
                                    <attribute name='actualvalue_base' 
                                        aggregate='sum' 
                                        alias='sum_actualvalue_base' />
                                    <attribute name='stepname' groupby='true' 
                                        alias='stepname' />
                                    <order alias='stepname' descending='false'/>
                                </entity>
                            </fetch>
                        </fetchcollection>
                        <categorycollection>
                            <category>
                                <measurecollection>
                                    <measure alias='sum_actualvalue_base'/>
                                </measurecollection>
                            </category>
                        </categorycollection>
                    </datadefinition>
                    ";
                    // Create the visualization entity instance.
                    SavedQueryVisualization newOrgOwnedVisualization = new SavedQueryVisualization
                    {
                        Name = "Sample Visualization",
                        Description = "Sample organization-owned visualization.",
                        PresentationDescription = presentationXml,
                        DataDescription = dataXml,
                        PrimaryEntityTypeCode = Opportunity.EntityLogicalName,
                        IsDefault = false
                    };
                    _orgOwnedVisualizationId = _serviceProxy.Create(newOrgOwnedVisualization);
                    Console.WriteLine("Created {0}.", newOrgOwnedVisualization.Name);

                    // Retrieve the visualization
                    SavedQueryVisualization retrievedOrgOwnedVisualization = (SavedQueryVisualization)_serviceProxy.Retrieve(SavedQueryVisualization.EntityLogicalName, _orgOwnedVisualizationId, new ColumnSet(true));
                    Console.WriteLine("Retrieved the visualization.");

                    // Update the retrieved visualization
                    // 1.  Update the name.
                    // 2.  Update the data description string.                    

                    string newDataXml = @"<datadefinition>
                                        <fetchcollection>
                                            <fetch mapping='logical' count='10' 
                                                aggregate='true'>
                                                <entity name='opportunity'>
                                                    <attribute name='estimatedvalue_base' 
                                                        aggregate='sum' 
                                                        alias='sum_estimatedvalue_base' />
                                                    <attribute name='name' 
                                                        groupby='true' 
                                                        alias='name' />
                                                    <order alias='name' 
                                                        descending='false'/>
                                                </entity>
                                            </fetch>
                                        </fetchcollection>
                                        <categorycollection>
                                            <category>
                                                <measurecollection>
                                                    <measure alias='sum_estimatedvalue_base'/>
                                                </measurecollection>
                                            </category>
                                        </categorycollection>
                                    </datadefinition>";

                    retrievedOrgOwnedVisualization.Name = "Updated Sample Visualization";
                    retrievedOrgOwnedVisualization.DataDescription = newDataXml;

                    _serviceProxy.Update(retrievedOrgOwnedVisualization);

                    // Publish the changes to the solution. This step is only required
                    // for organization-owned visualizations.
                    PublishAllXmlRequest updateRequest = new PublishAllXmlRequest();
                    _serviceProxy.Execute(updateRequest);

                    Console.WriteLine("Updated the visualization.");

                    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.
        /// Create an account and few opportuntiy records for sample data 
        /// for the chart.
        /// </summary>
        public void CreateRequiredRecords()
        {
            // Create a sample account
            Account setupAccount = new Account { Name = "Sample Account" };
            _accountId = _serviceProxy.Create(setupAccount);
            Console.WriteLine("Created {0}.", setupAccount.Name);

            // Create some oppotunity records for the visualization
            Opportunity[] setupOpportunities = new Opportunity[]
                {
                    new Opportunity
                    {
                        Name = "Sample Opp 01",
                        EstimatedValue = new Money(120000.00m),
                        ActualValue = new Money(100000.00m),
                        CustomerId = new EntityReference(Account.EntityLogicalName, 
                            _accountId),
                        StepName = "Open"
                    },
                    new Opportunity
                    {
                        Name = "Sample Opp 02",
                        EstimatedValue = new Money(240000.00m),
                        ActualValue = new Money(200000.00m),
                        CustomerId = new EntityReference(Account.EntityLogicalName, 
                            _accountId),
                        StepName = "Open"
                    },
                    new Opportunity
                    {
                        Name = "Sample Opp 03",
                        EstimatedValue = new Money(360000.00m),
                        ActualValue = new Money(300000.00m),
                        CustomerId = new EntityReference(Account.EntityLogicalName, 
                            _accountId),
                        StepName = "Open"
                    },
                    new Opportunity
                    {
                        Name = "Sample Opp 04",
                        EstimatedValue = new Money(500000.00m),
                        ActualValue = new Money(500000.00m),
                        CustomerId = new EntityReference(Account.EntityLogicalName, 
                            _accountId),
                        StepName = "Open"
                    },
                    new Opportunity
                    {
                        Name = "Sample Opp 05",
                        EstimatedValue = new Money(110000.00m),
                        ActualValue = new Money(60000.00m),
                        CustomerId = new EntityReference(Account.EntityLogicalName, 
                            _accountId),
                        StepName = "Open"
                    },
                    new Opportunity
                    {
                        Name = "Sample Opp 06",
                        EstimatedValue = new Money(90000.00m),
                        ActualValue = new Money(70000.00m),
                        CustomerId = new EntityReference(Account.EntityLogicalName, 
                            _accountId),
                        StepName = "Open"
                    },
                    new Opportunity
                    {
                        Name = "Sample Opp 07",
                        EstimatedValue = new Money(620000.00m),
                        ActualValue = new Money(480000.00m),
                        CustomerId = new EntityReference(Account.EntityLogicalName, 
                            _accountId),
                        StepName = "Open"
                    },
                    new Opportunity
                    {
                        Name = "Sample Opp 08",
                        EstimatedValue = new Money(440000.00m),
                        ActualValue = new Money(400000.00m),
                        CustomerId = new EntityReference(Account.EntityLogicalName, 
                            _accountId),
                        StepName = "Open"
                    },
                    new Opportunity
                    {
                        Name = "Sample Opp 09",
                        EstimatedValue = new Money(410000.00m),
                        ActualValue = new Money(400000.00m),
                        CustomerId = new EntityReference(Account.EntityLogicalName, 
                            _accountId),
                        StepName = "Open"
                    },
                    new Opportunity
                    {
                        Name = "Sample Opp 10",
                        EstimatedValue = new Money(650000.00m),
                        ActualValue = new Money(650000.00m),
                        CustomerId = new EntityReference(Account.EntityLogicalName, 
                            _accountId),
                        StepName = "Open"
                    }                    
                };

            _opportunitiyIds = (from opp in setupOpportunities
                                select _serviceProxy.Create(opp)).ToArray();

            Console.WriteLine("Created few opportunity records for {0}.", setupAccount.Name);

            return;
        }

        /// <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) [y]: ");
                String answer = Console.ReadLine();

                deleteRecords = (answer.StartsWith("y") || answer.StartsWith("Y") || answer == String.Empty);
            }

            if (deleteRecords)
            {
                _serviceProxy.Delete(SavedQueryVisualization.EntityLogicalName,
                    _orgOwnedVisualizationId);
                _serviceProxy.Delete("account", _accountId);
                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();

                CRUDVisualization app = new CRUDVisualization();
                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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