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Sample: Assign a queue to a team (late 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\LateBound\AssignQueueToTeamDE.cs

noteNote
This sample for the Queue entity was not updated for changes introduced with Microsoft Dynamics CRM 2013 Service Pack 1 and Microsoft Dynamics CRM Online Spring ‘14. While it continues to work, it doesn’t represent the best practices to use with queues in the most recent release. More information: Enhancements to queues with CRM 2013 service pack 1 (on-premises) and CRM Online Spring ‘14

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 queue to a team.

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;

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


namespace Microsoft.Crm.Sdk.Samples
{
    /// <summary>
    /// Demonstrates how to assign a queue to a team.
    /// 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 AssignQueueToTeamDE
    {
        #region Class Level Members
        
        /// <summary>
        /// Stores the organization service proxy.
        /// </summary>
        private OrganizationServiceProxy _serviceProxy;
        private IOrganizationService _service;

        // Define the IDs needed for this sample.
        private Guid _teamId;
        private Guid _queueId;
        private Guid _roleId;

        #endregion Class Level Members

        #region How To Sample Code
        /// <summary>
        /// Create and configure the organization service proxy.
        /// Create a team, a queue and a role.
        /// Add read queue privileges to the role.
        /// Assign the role to the team so that they can read the queue.
        /// Assign the queue to the team.
        /// 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();

                    _service = (IOrganizationService)_serviceProxy;

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

                    // The queue ID would typically be passed in as an argument or determined by a query.
                    // The team ID would typically be passed in as an argument or determined by a query.
                    // Assign the queue to a team.
                    AssignRequest assignRequest = new AssignRequest()
                    {
                        Assignee = new EntityReference
                        {
                            LogicalName = "team",
                            Id = _teamId
                        },

                        Target = new EntityReference("queue", _queueId)
                    };

                    _service.Execute(assignRequest);

                    Console.WriteLine("The queue is owned by the team.");

                    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 a team, a queue and a role.
        /// Add read queue privileges to the role.
        /// Assign the role to the team so that they can read the queue.
        /// Assign the queue to the team.
        /// </summary>
        public void CreateRequiredRecords()
        {
            // Instantiate a dynamic entity and set its property values.
            // See the Entity Metadata topic in the SDK documentatio to determine 
            // which attributes must be set for each entity.
            Entity setupQueue = new Entity("queue");
            setupQueue["name"] = "Example Queue";
            setupQueue["description"] = "This is an example queue.";

            // Create the queue record.
            _queueId = _service.Create(setupQueue);
            Console.WriteLine("Created {0}", setupQueue["name"]);

            // Retrieve the default business unit needed to create the team and role.
            QueryExpression queryDefaultBusinessUnit = new QueryExpression("businessunit");
            queryDefaultBusinessUnit.ColumnSet = new ColumnSet("businessunitid");
            queryDefaultBusinessUnit.Criteria = new FilterExpression();
            queryDefaultBusinessUnit.Criteria.AddCondition("parentbusinessunitid", ConditionOperator.Null);

            Entity defaultBusinessUnit = _service.RetrieveMultiple(queryDefaultBusinessUnit).Entities[0];

            // Instantiate a dynamic entity and set its property values.
            // See the Entity Metadata topic in the SDK documentatio to determine 
            // which attributes must be set for each entity.
            Entity setupTeam = new Entity("team");
            setupTeam["name"] = "Example Team";
            setupTeam["businessunitid"] = new EntityReference("businessunit",
                defaultBusinessUnit.Id);

            // Create a team record.
            _teamId = _service.Create(setupTeam);
            Console.WriteLine("Created {0}", setupTeam["name"]);

            // Instantiate a dynamic entity and set its property values.
            // See the Entity Metadata topic in the SDK documentatio to determine 
            // which attributes must be set for each entity.
            Entity setupRole = new Entity("role");
            setupRole["name"] = "Example Role";
            setupRole["businessunitid"] = new EntityReference("businessunit",
                defaultBusinessUnit.Id);

            // Create a role record. Typically you would use an exisitng role that has the
            // the correct privileges. For this sample we need to be sure the role has
            // at least the privilege to read queue records.
            _roleId = _service.Create(setupRole);
            Console.WriteLine("Created {0}", setupRole["name"]);

            // Create a query expression to find the prvReadQueue Privilege and prvReadMailbox Privilege.
            QueryExpression queryReadQueuePrivilege = new QueryExpression
            {
                EntityName = "privilege",
                ColumnSet = new ColumnSet("privilegeid", "name"),
                Criteria = new FilterExpression()
            };
            queryReadQueuePrivilege.Criteria.AddCondition("name", ConditionOperator.In, "prvReadQueue", "prvReadMailbox");

            // Retrieve the prvReadQueue privilege and prvReadMailbox Privilege.
            DataCollection<Entity> readQueuePrivilege = _serviceProxy.RetrieveMultiple(queryReadQueuePrivilege).Entities;
            Console.WriteLine("Retrieved {0}", readQueuePrivilege.Count);

            // Define a list to hold the RolePrivileges we'll need to add
            List<RolePrivilege> rolePrivileges = new List<RolePrivilege>();

            foreach (Privilege privilege in readQueuePrivilege)
            {
                RolePrivilege rolePrivilege = new RolePrivilege(
                    (int)PrivilegeDepth.Local, privilege.PrivilegeId.Value);
                rolePrivileges.Add(rolePrivilege);
            }

            // Add the prvReadQueue and prvReadMailbox privilege to the example role.
            AddPrivilegesRoleRequest addPrivilegesRequest = new AddPrivilegesRoleRequest
            {
                RoleId = _roleId,
                Privileges = rolePrivileges.ToArray()
            };
            _service.Execute(addPrivilegesRequest);
            Console.WriteLine("Added privilege to role");

            // Add the role to the team.
            AssociateRequest associate = new AssociateRequest()
            {
                Target = new EntityReference(Team.EntityLogicalName, _teamId),
                RelatedEntities = new EntityReferenceCollection()
                {
                    new EntityReference(Role.EntityLogicalName, _roleId)
                },
                Relationship = new Relationship("teamroles_association")
            };
            _service.Execute(associate);

            Console.WriteLine("Assigned team to role");

            // It takes some time for the privileges to propogate to the team. Delay the
            // application until the privilege has been assigned.
            bool teamLacksPrivilege = true;
            while (teamLacksPrivilege)
            {
                RetrieveTeamPrivilegesRequest retrieveTeamPrivilegesRequest = new RetrieveTeamPrivilegesRequest
                {
                    TeamId = _teamId
                };

                RetrieveTeamPrivilegesResponse retrieveTeamPrivilegesResponse =
                    (RetrieveTeamPrivilegesResponse)_service.Execute(retrieveTeamPrivilegesRequest);

                foreach (Microsoft.Crm.Sdk.Messages.RolePrivilege rp in retrieveTeamPrivilegesResponse.RolePrivileges)
                {
                    if (retrieveTeamPrivilegesResponse.RolePrivileges[0].PrivilegeId == readQueuePrivilege[0].Id && retrieveTeamPrivilegesResponse.RolePrivileges[1].PrivilegeId == readQueuePrivilege[1].Id)
                    {
                        teamLacksPrivilege = false;
                        break;
                    }
                    else
                    {
                        System.Threading.Thread.CurrentThread.Join(500);
                    }
                }
            }

            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)
            {
                _service.Delete("queue", _queueId);
                _service.Delete("team", _teamId);
                _service.Delete("role", _roleId);

                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();

                AssignQueueToTeamDE app = new AssignQueueToTeamDE();
                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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