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Sample: Create and update entity metadata

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\Metadata\Entities\CreateUpdateEntityMetadata.cs

SampleCode\VB\Metadata\Entities\CreateUpdateEntityMetadata.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 a custom entity. It uses the CreateEntityRequest message. It also uses the CreateAttributeRequest to add several different types of attributes to the entity.

Example


using System;
using System.ServiceModel;
using System.ServiceModel.Description;
using System.Diagnostics;
using System.Xml.Linq;

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

  private const String _customEntityName = "new_bankaccount";

  #endregion Class Level Members

  #region How To Sample Code
  /// <summary>
  /// Create a custom entity.
  /// 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 = ServerConnection.GetOrganizationProxy(serverConfig))
    {
     // This statement is required to enable early-bound type support.
     _serviceProxy.EnableProxyTypes();


     // Create the custom entity.
     CreateEntityRequest createrequest = new CreateEntityRequest
     {

      //Define the entity
      Entity = new EntityMetadata
      {
       SchemaName = _customEntityName,
       DisplayName = new Label("Bank Account", 1033),
       DisplayCollectionName = new Label("Bank Accounts", 1033),
       Description = new Label("An entity to store information about customer bank accounts", 1033),
       OwnershipType = OwnershipTypes.UserOwned,
       IsActivity = false,

      },

      // Define the primary attribute for the entity
      PrimaryAttribute = new StringAttributeMetadata
      {
       SchemaName = "new_accountname",
       RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
       MaxLength = 100,
       FormatName = StringFormatName.Text,
       DisplayName = new Label("Account Name", 1033),
       Description = new Label("The primary attribute for the Bank Account entity.", 1033)
      }

     };
     _serviceProxy.Execute(createrequest);
     Console.WriteLine("The bank account entity has been created.");


     // Add some attributes to the Bank Account entity
     CreateAttributeRequest createBankNameAttributeRequest = new CreateAttributeRequest
     {
      EntityName = _customEntityName,
      Attribute = new StringAttributeMetadata
      {
       SchemaName = "new_bankname",
       RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
       MaxLength = 100,
       FormatName = StringFormatName.Text,
       DisplayName = new Label("Bank Name", 1033),
       Description = new Label("The name of the bank.", 1033)
      }
     };

     _serviceProxy.Execute(createBankNameAttributeRequest);
     Console.WriteLine("An bank name attribute has been added to the bank account entity.");

     CreateAttributeRequest createBalanceAttributeRequest = new CreateAttributeRequest
     {
      EntityName = _customEntityName,
      Attribute = new MoneyAttributeMetadata
      {
       SchemaName = "new_balance",
       RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
       PrecisionSource = 2,
       DisplayName = new Label("Balance", 1033),
       Description = new Label("Account Balance at the last known date", 1033),

      }
     };

     _serviceProxy.Execute(createBalanceAttributeRequest);
     Console.WriteLine("An account balance attribute has been added to the bank account entity.");

     CreateAttributeRequest createCheckedDateRequest = new CreateAttributeRequest
     {
      EntityName = _customEntityName,
      Attribute = new DateTimeAttributeMetadata
      {
       SchemaName = "new_checkeddate",
       RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
       Format = DateTimeFormat.DateOnly,
       DisplayName = new Label("Date", 1033),
       Description = new Label("The date the account balance was last confirmed", 1033)

      }
     };

     _serviceProxy.Execute(createCheckedDateRequest);
     Console.WriteLine("An date attribute has been added to the bank account entity.");
     //Create a lookup attribute to link the bank account with a contact record.

     CreateOneToManyRequest req = new CreateOneToManyRequest()
     {
      Lookup = new LookupAttributeMetadata()
      {
       Description = new Label("The owner of the bank account", 1033),
       DisplayName = new Label("Account Owner", 1033),
       LogicalName = "new_parent_contactid",
       SchemaName = "New_Parent_ContactId",
       RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.ApplicationRequired)
      },
      OneToManyRelationship = new OneToManyRelationshipMetadata()
      {
       AssociatedMenuConfiguration = new AssociatedMenuConfiguration()
       {
        Behavior = AssociatedMenuBehavior.UseCollectionName,
        Group = AssociatedMenuGroup.Details,
        Label = new Label("Bank Accounts", 1033),
        Order = 10000
       },
       CascadeConfiguration = new CascadeConfiguration()
       {
        Assign = CascadeType.Cascade,
        Delete = CascadeType.Cascade,
        Merge = CascadeType.Cascade,
        Reparent = CascadeType.Cascade,
        Share = CascadeType.Cascade,
        Unshare = CascadeType.Cascade
       },
       ReferencedEntity = Contact.EntityLogicalName,
       ReferencedAttribute = "contactid",
       ReferencingEntity = _customEntityName,
       SchemaName = "new_contact_new_bankaccount"
      }
     };
     _serviceProxy.Execute(req);
     Console.WriteLine("A lookup attribute has been added to the bank account entity to link it with the Contact entity.");

     //Create an Image attribute for the custom entity
     // Only one Image attribute can be added to an entity that doesn't already have one.
     CreateAttributeRequest createEntityImageRequest = new CreateAttributeRequest
     {
      EntityName = _customEntityName,
      Attribute = new ImageAttributeMetadata
      {
       SchemaName = "EntityImage", //The name is always EntityImage
       RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
       DisplayName = new Label("Image", 1033),
       Description = new Label("An image to represent the bank account.", 1033)

      }
     };

     _serviceProxy.Execute(createEntityImageRequest);
     Console.WriteLine("An image attribute has been added to the bank account entity.");


     RetrieveEntityRequest retrieveBankAccountEntityRequest = new RetrieveEntityRequest
     {
      EntityFilters = EntityFilters.Entity,
      LogicalName = _customEntityName
     };
     RetrieveEntityResponse retrieveBankAccountEntityResponse = (RetrieveEntityResponse)_serviceProxy.Execute(retrieveBankAccountEntityRequest);
     EntityMetadata BankAccountEntity = retrieveBankAccountEntityResponse.EntityMetadata;

     // Disable Mail merge
     BankAccountEntity.IsMailMergeEnabled = new BooleanManagedProperty(false);
     // Enable Notes
     UpdateEntityRequest updateBankAccountRequest = new UpdateEntityRequest
     {
      Entity = BankAccountEntity,
      HasNotes = true
     };



     _serviceProxy.Execute(updateBankAccountRequest);

     Console.WriteLine("The bank account entity has been updated");


     //Update the entity form so the new fields are visible
     UpdateEntityForm(_customEntityName);

     // Customizations must be published after an entity is updated.
     PublishAllXmlRequest publishRequest = new PublishAllXmlRequest();
     _serviceProxy.Execute(publishRequest);
     Console.WriteLine("Customizations were published.");

     //Provides option to view the entity in the default solution
     ShowEntityInBrowser(promptForDelete, BankAccountEntity);
     //Provides option to view the entity form with the fields added
     ShowEntityFormInBrowser(promptForDelete, BankAccountEntity);

     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.");
   }
  }

  public void ShowEntityInBrowser(bool prompt, EntityMetadata BankAccountEntity)
  {

   if (prompt)
   {

    Console.WriteLine("\nDo you want to view this custom entity in the default solution? (y/n)");
    String answer = Console.ReadLine();
    if (answer.StartsWith("y") || answer.StartsWith("Y"))
    {

     try
     {
      String webServiceURL = _serviceProxy.EndpointSwitch.PrimaryEndpoint.AbsoluteUri;
      String entityInDefaultSolutionUrl = webServiceURL.Replace("XRMServices/2011/Organization.svc",
       String.Format("tools/solution/edit.aspx?def_category=9801&def_type={0}&id=%7bFD140AAF-4DF4-11DD-BD17-0019B9312238%7d", BankAccountEntity.ObjectTypeCode));

      ProcessStartInfo browserProcess = new ProcessStartInfo("iexplore.exe");
      browserProcess.Arguments = entityInDefaultSolutionUrl;
      Process.Start(browserProcess);

     }
     catch (SystemException)
     {
      Console.WriteLine("\nThere was a problem opening Internet Explorer.");
     }

    }

   }


  }

  public void ShowEntityFormInBrowser(bool prompt, EntityMetadata BankAccountEntity)
  {
   if (prompt)
   {
    Console.WriteLine("\nDo you want to view the form for this entity? (y/n)");
    String viewFormAnswer = Console.ReadLine();
    if (viewFormAnswer.StartsWith("y") || viewFormAnswer.StartsWith("Y"))
    {
     try
     {
      String webServiceURL = _serviceProxy.EndpointSwitch.PrimaryEndpoint.AbsoluteUri;
      String entityInDefaultSolutionUrl = webServiceURL.Replace("XRMServices/2011/Organization.svc",
       String.Format("main.aspx?etn={0}&pagetype=entityrecord", BankAccountEntity.LogicalName));

      ProcessStartInfo browserProcess = new ProcessStartInfo("iexplore.exe");
      browserProcess.Arguments = entityInDefaultSolutionUrl;
      Process.Start(browserProcess);

     }
     catch (SystemException)
     {
      Console.WriteLine("\nThere was a problem opening Internet Explorer.");
     }
    }
   }
  }
  /// <summary>
  /// Updates the formXml to add a new tab containing the fields added by this sample.
  /// <param name="entityLogicalName">The logical name of the new_bankaccount entity used in this sample</param>
  /// </summary>
  public void UpdateEntityForm(String entityLogicalName)
  {

   QueryExpression qe = new QueryExpression("systemform");
   qe.Criteria.AddCondition("type", ConditionOperator.Equal, 2); //main form
   qe.Criteria.AddCondition("objecttypecode", ConditionOperator.Equal, entityLogicalName); //for new_bankaccount entity
   qe.ColumnSet.AddColumn("formxml");
   //Retrieve the first main entity form for this entity
   SystemForm bankAccountMainForm = (SystemForm)_serviceProxy.RetrieveMultiple(qe).Entities[0];

   XDocument bankAccountFormXml = XDocument.Parse(bankAccountMainForm.FormXml);
   //Set the showImage attribute so the entity image will be displayed
   bankAccountFormXml.Root.SetAttributeValue("showImage", true);

   // Definition of a custom tab containing the custom attributes created in this sample
   String formTabXmlString = @"<tab name=""custom_attributes""
       id=""{824792c4-ea85-1504-40e2-b780b26dc6ab}""
       IsUserDefined=""0""
       locklevel=""0""
       showlabel=""true""
       expanded=""true"">
   <labels>
    <label description=""Custom Attributes""
           languagecode=""1033"" />
   </labels>
   <columns>
    <column width=""100%"">
     <sections>
      <section name=""custom_section""
               showlabel=""false""
               showbar=""false""
               locklevel=""0""
               id=""{9bda81ec-e41b-7a4d-08b4-4536c5862ce1}""
               IsUserDefined=""0""
               layout=""varwidth""
               columns=""1""
               labelwidth=""115""
               celllabelalignment=""Left""
               celllabelposition=""Left"">
       <labels>
        <label description=""Section""
               languagecode=""1033"" />
       </labels>
       <rows>
        <row>
         <cell id=""{04b95931-78c7-6913-a005-922d20e521b7}""
               showlabel=""true""
               locklevel=""0"">
          <labels>
           <label description=""Account Owner""
                  languagecode=""1033"" />
          </labels>
          <control id=""new_parent_contactid""
                   classid=""{270BD3DB-D9AF-4782-9025-509E298DEC0A}""
                   datafieldname=""new_parent_contactid""
                   disabled=""false"" />
         </cell>
        </row>
        <row>
         <cell id=""{6e5975d3-64b5-14eb-00e4-064e3dd298b9}""
               showlabel=""true""
               locklevel=""0"">
          <labels>
           <label description=""Bank Name""
                  languagecode=""1033"" />
          </labels>
          <control id=""new_bankname""
                   classid=""{4273EDBD-AC1D-40d3-9FB2-095C621B552D}""
                   datafieldname=""new_bankname""
                   disabled=""false"" />
         </cell>
        </row>
        <row>
         <cell id=""{3b436dba-6156-42e9-697b-e275d373505b}""
               showlabel=""true""
               locklevel=""0"">
          <labels>
           <label description=""Balance""
                  languagecode=""1033"" />
          </labels>
          <control id=""new_balance""
                   classid=""{533B9E00-756B-4312-95A0-DC888637AC78}""
                   datafieldname=""new_balance""
                   disabled=""false"" />
         </cell>
        </row>
        <row>
         <cell id=""{0e9a3d8a-bd69-71ad-4ca4-2dcd10858719}""
               showlabel=""true""
               locklevel=""0"">
          <labels>
           <label description=""Date""
                  languagecode=""1033"" />
          </labels>
          <control id=""new_checkeddate""
                   classid=""{5B773807-9FB2-42db-97C3-7A91EFF8ADFF}""
                   datafieldname=""new_checkeddate""
                   disabled=""false"" />
         </cell>
        </row>
       </rows>
      </section>
     </sections>
    </column>
   </columns>
  </tab>";

   XDocument formTabXml = XDocument.Parse(formTabXmlString);

   //Adding this tab to the tabs element
   bankAccountFormXml.Root.Element("tabs").Add(formTabXml.Root);
   //Updateing the entity form definition
   bankAccountMainForm.FormXml = bankAccountFormXml.ToString();
   //saving the bank account form
   _serviceProxy.Update(bankAccountMainForm);

  }
  #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();

    CreateUpdateEntityMetadata app = new CreateUpdateEntityMetadata();
    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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