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

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\Process\Dialogs\CRUDDialog.cs

SampleCode\VB\Process\Dialogs\CRUDDialog.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 a dialog process using these methods:

Example


using System;
using System.IO;
using System.ServiceModel;
using System.ServiceModel.Description;

// These namespaces are found in the Microsoft.Xrm.Sdk.dll assembly
// located in the SDK\bin folder of the SDK download.
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;
using Microsoft.Xrm.Sdk.Client;

// This namespace is found in the Microsoft.Crm.Sdk.Proxy.dll assembly
// located in the SDK\bin folder.
using Microsoft.Crm.Sdk.Messages;

namespace Microsoft.Crm.Sdk.Samples
{
    /// <summary>
    /// Demonstrates how to create, retrieve, update, and delete.
    /// a dialog process.</summary>
    /// <remarks>
    /// At run-time, you will be given the option to delete all the
    /// database records created by this program.</remarks>
    public class CRUDDialog
    {
        #region Class Level Members

        private Guid _dialogId;        
        private OrganizationServiceProxy _serviceProxy;

        /// <summary>
        /// TODO: Change the location and file name of the sample XAML file
        /// containing the dialog definition.
        /// e.g. Use the sample xml file located in the SDK\SampleCode\CS\Dialogs folder.
        /// </summary>
        String pathToXAML = Path.Combine(Environment.CurrentDirectory, @"CallCategorization.xml");
        
        #endregion Class Level Members

        #region How-To Sample Code
        /// <summary>
        /// This method first connects to the Organization service. Afterwards,
        /// create, retrieve, update, and delete operations are performed on a  
        /// dialog process.
        /// </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();

                    CreateRequiredRecords();
                    
                    // Define an anonymous type to define the possible values for 
                    // workflow category
                    var WorkflowCategory = new
                    {
                        Workflow = 0,
                        Dialog = 1
                    };
                    
                    // Instantiate a Workflow object.
                    // See the Entity Metadata topic in the SDK documentation to determine 
                    // which attributes must be set for each entity.
                    Workflow sampleDialog = new Workflow
                    {
                        Category = new OptionSetValue((int)WorkflowCategory.Dialog),
                        Name = "Sample Dialog: Call Categorization",
                        PrimaryEntity = PhoneCall.EntityLogicalName,

                        //Language code for U.S. English
                        LanguageCode = 1033,
                        Xaml = File.ReadAllText(pathToXAML)
                    };

                    // Create a dialog record.
                    _dialogId = _serviceProxy.Create(sampleDialog);
                    Console.Write("{0} created,", sampleDialog.Name);

                    // Activate the dialog.
                    SetStateRequest activateRequest = new SetStateRequest
                    {
                        EntityMoniker = new EntityReference(Workflow.EntityLogicalName, _dialogId),
                        State = new OptionSetValue((int)WorkflowState.Activated),
                        Status = new OptionSetValue(2)
                    };
                    _serviceProxy.Execute(activateRequest);
                    Console.WriteLine(" and activated.");

                    // Retrieve the dialog containing several of its attributes.
                    ColumnSet cols = new ColumnSet("name", "statecode", "statuscode");

                    Workflow retrievedDialog = (Workflow)_serviceProxy.Retrieve(Workflow.EntityLogicalName, _dialogId, cols);
                    Console.Write("Retrieved,");

                    // Update the dialog.
                    // Deactivate the dialog before you can update it.
                    SetStateRequest deactivateRequest = new SetStateRequest
                    {
                        EntityMoniker = new EntityReference(Workflow.EntityLogicalName, _dialogId),
                        State = new OptionSetValue((int)WorkflowState.Draft),
                        Status = new OptionSetValue(1)

                    };
                    _serviceProxy.Execute(deactivateRequest);

                    // Retrieve the dialog record again to get the unpublished 
                    // instance in order to update.
                    Workflow retrievedDialogDeactivated = (Workflow)_serviceProxy.Retrieve(Workflow.EntityLogicalName, _dialogId, cols);

                    // Update the dialog.
                    retrievedDialogDeactivated.Name = "Updated Dialog: Call Categorization";
                    _serviceProxy.Update(retrievedDialogDeactivated);

                    Console.Write(" updated,");

                    // Activate the dialog.
                    SetStateRequest updateActivateRequest = new SetStateRequest
                    {
                        EntityMoniker = new EntityReference(Workflow.EntityLogicalName, _dialogId),
                        State = new OptionSetValue((int)WorkflowState.Activated),
                        Status = new OptionSetValue(2)
                    };
                    _serviceProxy.Execute(updateActivateRequest);
                    Console.WriteLine(" and activated again.");

                    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>
        /// Creates any entity records that this sample requires.
        /// </summary>
        public void CreateRequiredRecords()
        {
            // For this sample, all required entities are created in the Run() method.
        }

        /// <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)
            {
                // Deactivate the dialog, and then delete it.
                SetStateRequest deactivateRequest = new SetStateRequest
                {
                    EntityMoniker = new EntityReference(Workflow.EntityLogicalName, _dialogId),
                    State = new OptionSetValue((int)WorkflowState.Draft),
                    Status = new OptionSetValue(1),
                };
                _serviceProxy.Execute(deactivateRequest);
                _serviceProxy.Delete(Workflow.EntityLogicalName, _dialogId);
                Console.WriteLine("Entity records have been deleted.");
            }
        }

        #endregion How-To Sample Code

        #region Main method

        /// <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();

                CRUDDialog app = new CRUDDialog();
                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 method
    }
}

See Also

Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online
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