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Sample: Create an opportunity (early 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\BusinessDataModel\BusinessManagement\CreateOpportunity.cs

SampleCode\VB\BusinessDataModel\BusinessManagement\CreateOpportunity.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 an opportunity that contains a product from the product catalog and a write-in product.

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;

// 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 an opportunity with 
    /// one catalog and one write-in product.
	/// </summary>
	public class CreateOpportunity
	{
        #region Class Level Members
        
        /// <summary>
        /// Stores the organization service proxy.
        /// </summary>
        private OrganizationServiceProxy _serviceProxy;

        // Define the IDs needed for this sample.
        public Guid _unitGroupId;
        public Guid _defaultUnitId;
        public Guid _product1Id;
        public Guid _product2Id;
        public Guid _discountTypeId;
        public Guid _discountId;
        public Guid _priceListId;
        public Guid _priceListItem1Id;
        public Guid _priceListItem2Id;
        public Guid _accountId;
        public Guid _opportunityId;
        public Guid _catalogProductId;
        public Guid _catalogProductPriceOverrideId;
        public Guid _writeInProductId;
        
        #endregion Class Level Members
        
        #region How To Sample Code
        /// <summary>
        /// Create and configure the organization service proxy.
        /// Initiate method to create any data that this sample requires.
        /// Create a new opportunity and few opportunity product 
        /// including write-in product.
        /// 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();

                    CreateRequiredRecords();


                    // Create a new opportunity with user specified estimated revenue
                    Opportunity newOpportunity = new Opportunity
                    {
                        Name = "Example Opportunity",
                        CustomerId = new EntityReference(Account.EntityLogicalName,
                            _accountId),
                        PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName,
                            _priceListId),
                        IsRevenueSystemCalculated = false,
                        EstimatedValue = new Money(400.00m),
                        FreightAmount = new Money(10.00m),
                        DiscountAmount = new Money(0.10m),
                        DiscountPercentage = 0.20m
                    };

                    _opportunityId = _serviceProxy.Create(newOpportunity);
                    Console.WriteLine("Created {0} with user specified estimated revenue.",
                        newOpportunity.Name);

                    // Create a new opportunity product from the catalog

                    // Create a catalog product
                    OpportunityProduct catalogProduct = new OpportunityProduct
                    {
                        OpportunityId = new EntityReference(Opportunity.EntityLogicalName,
                            _opportunityId),
                        ProductId = new EntityReference(Product.EntityLogicalName,
                            _product1Id),
                        UoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId),
                        Quantity = 8,
                        Tax = new Money(12.42m)
                    };

                    _catalogProductId = _serviceProxy.Create(catalogProduct);
                    Console.WriteLine("Created the catalog product.");

                    // Create anothter catalog product and override the list price
                    OpportunityProduct catalogProductPriceOverride = new OpportunityProduct
                    {
                        OpportunityId = new EntityReference(Opportunity.EntityLogicalName,
                            _opportunityId),
                        ProductId = new EntityReference(Product.EntityLogicalName,
                            _product2Id),
                        UoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId),
                        Quantity = 3,
                        Tax = new Money(2.88m),
                        IsPriceOverridden = true,
                        PricePerUnit = new Money(12)
                    };

                    _catalogProductPriceOverrideId = _serviceProxy.Create(
                        catalogProductPriceOverride);
                    Console.WriteLine(@"Created another catalog product and 
                    overriden the list price.");

                    // create a new write-in opportunity product with a manual discount applied
                    OpportunityProduct writeInProduct = new OpportunityProduct
                    {
                        OpportunityId = new EntityReference(Opportunity.EntityLogicalName,
                            _opportunityId),
                        IsProductOverridden = true,
                        ProductDescription = "Example Write-in Product",
                        PricePerUnit = new Money(20.00m),
                        Quantity = 5,
                        ManualDiscountAmount = new Money(10.50m),
                        Tax = new Money(7.16m)
                    };

                    _writeInProductId = _serviceProxy.Create(writeInProduct);
                    Console.WriteLine("Created {0}.", writeInProduct.ProductDescription);

                    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 unit group.
        /// Retrieve the default unit.
        /// Create few products.
        /// Create new discount list and discount.
        /// Create new price list and few price list items.
        /// Create an account record.
        /// </summary>
        public void CreateRequiredRecords()
        {
            // Create a unit group
            UoMSchedule newUnitGroup = new UoMSchedule
            {
                Name = "Example Unit Group",
                BaseUoMName = "Example Primary Unit"
            };

            _unitGroupId = _serviceProxy.Create(newUnitGroup);
            Console.WriteLine("Created {0}", newUnitGroup.Name);

            // Retrieve the default unit id that was automatically created
            // when we created the Unit Group
            QueryExpression unitQuery = new QueryExpression
            {
                EntityName = UoM.EntityLogicalName,
                ColumnSet = new ColumnSet("uomid", "name"),
                Criteria = new FilterExpression
                {
                    Conditions = 
                        {
                            new ConditionExpression 
                            {
                                AttributeName = "uomscheduleid",
                                Operator = ConditionOperator.Equal,
                                Values = { _unitGroupId }
                            }
                        }
                },
                PageInfo = new PagingInfo
                {
                    PageNumber = 1,
                    Count = 1
                }
            };          
            
            // Retrieve the unit.
            UoM unit = (UoM)_serviceProxy.RetrieveMultiple(unitQuery).Entities[0];

            _defaultUnitId = unit.UoMId.Value;

            Console.WriteLine("Retrieved {0}", unit.Name);
          
            // Create a few products
            Product newProduct1 = new Product
            {
                ProductNumber = "1",
                Name = "Example Product 1",
                QuantityDecimal = 2,
                DefaultUoMScheduleId = new EntityReference(UoMSchedule.EntityLogicalName, 
                    _unitGroupId),
                DefaultUoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId)
            };

            _product1Id = _serviceProxy.Create(newProduct1);
            Console.WriteLine("Created {0}", newProduct1.Name);

            Product newProduct2 = new Product
            {
               ProductNumber = "2",
               Name = "Example Product 2",
               QuantityDecimal = 3,
               DefaultUoMScheduleId = new EntityReference(UoMSchedule.EntityLogicalName, 
                   _unitGroupId),
               DefaultUoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId)
            };

            _product2Id = _serviceProxy.Create(newProduct2);
            Console.WriteLine("Created {0}", newProduct2.Name);

            // Create a new discount list
            DiscountType newDiscountType = new DiscountType
            {
                Name = "Example Discount List",
                IsAmountType = false
            };

            _discountTypeId = _serviceProxy.Create(newDiscountType);
            Console.WriteLine("Created {0}", newDiscountType.Name);

            // Create a new discount
            Discount newDiscount = new Discount
            {
                DiscountTypeId = new EntityReference(DiscountType.EntityLogicalName, 
                    _discountTypeId),
                LowQuantity = 5,
                HighQuantity = 10,
                Percentage = 3
            };

            _discountId = _serviceProxy.Create(newDiscount);

            Console.WriteLine("Created new discount for the {0}.", newDiscountType.Name);

            // Create a price list
            PriceLevel newPriceList = new PriceLevel
            {
                Name = "Example Price List"
            };

            _priceListId = _serviceProxy.Create(newPriceList);
            Console.WriteLine("Created {0}", newPriceList.Name);

            // Create a price list item for the first product and apply volume discount
            ProductPriceLevel newPriceListItem1 = new ProductPriceLevel 
            {
                PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName, _priceListId),
                ProductId = new EntityReference(Product.EntityLogicalName, _product1Id),
                UoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId),
                Amount = new Money(20),
                DiscountTypeId = new EntityReference(DiscountType.EntityLogicalName, 
                    _discountTypeId)
            };

            _priceListItem1Id = _serviceProxy.Create(newPriceListItem1);
            Console.WriteLine(@"Created price list item for the {0} and applied 
                volume discount.", newProduct1.Name);

            // Create a price list item for the second product
            ProductPriceLevel newPriceListItem2 = new ProductPriceLevel
            {
                PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName, _priceListId),
                ProductId = new EntityReference(Product.EntityLogicalName, _product2Id),
                UoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId),
                Amount = new Money(15)
            };

            _priceListItem2Id = _serviceProxy.Create(newPriceListItem2);
            Console.WriteLine("Created price list item for the {0}.", newProduct1.Name);

            // Create an account record for the opporutnity's potential customerid 
            Account newAccount = new Account
            {
                Name = "Example Account"
            };
            _accountId = _serviceProxy.Create(newAccount);

            Console.WriteLine("Created {0}", newAccount.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)");
                String answer = Console.ReadLine();
                
                deleteRecords = (answer.StartsWith("y") || answer.StartsWith("Y"));
            }

            if (deleteRecords)
            {
                _serviceProxy.Delete("opportunityproduct", _writeInProductId);
                _serviceProxy.Delete("opportunityproduct", _catalogProductPriceOverrideId);
				_serviceProxy.Delete("opportunityproduct", _catalogProductId);
				_serviceProxy.Delete("opportunity", _opportunityId);
				_serviceProxy.Delete("account", _accountId);
                _serviceProxy.Delete("productpricelevel", _priceListItem1Id);
                _serviceProxy.Delete("productpricelevel", _priceListItem2Id);
				_serviceProxy.Delete("pricelevel", _priceListId);
                _serviceProxy.Delete("product", _product1Id);
                _serviceProxy.Delete("product", _product2Id);
				_serviceProxy.Delete("discount", _discountId);
				_serviceProxy.Delete("discounttype", _discountTypeId);
				_serviceProxy.Delete("uomschedule", _unitGroupId);               

                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();

                CreateOpportunity app = new CreateOpportunity();
                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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