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Sample: Create and Retrieve Entity Relationships

[Applies to: Microsoft Dynamics CRM 2011]

This sample code is for Microsoft Dynamics CRM 2011, and can be found in the following location in the SDK download:

SampleCode\CS\Metadata\Relationships\WorkWithRelationships.cs

SampleCode\VB\Metadata\Relationships\WorkWithRelationships.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 how verify that entities are eligible to participate in an entity relationship and then creates a 1:N and N:N entity relationship.

Example


using System;
using System.Linq;
using System.Xml.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.Metadata;
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 one to many, many to many relationship.
    /// </summary>
    public class WorkWithRelationships
    {
        #region Class Level Members
        
        /// <summary>
        /// Stores the organization service proxy.
        /// </summary>
        private OrganizationServiceProxy _serviceProxy;

        // Define the IDs needed for this sample.
        private Guid _oneToManyRelationshipId;
        private System.String _oneToManyRelationshipName;

        private Guid _manyToManyRelationshipId;
        private System.String _manyToManyRelationshipName;

        #endregion Class Level Members

        #region How To Sample Code
        /// <summary>
        /// Create and configure the organization service proxy.
        /// Create one-to-many relationship.
        /// Create many-to-many relationship.
        /// 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();


                    bool eligibleCreateOneToManyRelationship =
                        EligibleCreateOneToManyRelationship("account", "campaign");

                    if (eligibleCreateOneToManyRelationship)
                    {
                        CreateOneToManyRequest createOneToManyRelationshipRequest =
                            new CreateOneToManyRequest
                        {
                            OneToManyRelationship =
                            new OneToManyRelationshipMetadata
                            {
                                ReferencedEntity = "account",
                                ReferencingEntity = "campaign",
                                SchemaName = "new_account_campaign",
                                AssociatedMenuConfiguration = new AssociatedMenuConfiguration
                                {
                                    Behavior = AssociatedMenuBehavior.UseLabel,
                                    Group = AssociatedMenuGroup.Details,
                                    Label = new Label("Account", 1033),
                                    Order = 10000
                                },
                                CascadeConfiguration = new CascadeConfiguration
                                {
                                    Assign = CascadeType.Cascade,
                                    Delete = CascadeType.Cascade,
                                    Merge = CascadeType.Cascade,
                                    Reparent = CascadeType.Cascade,
                                    Share = CascadeType.Cascade,
                                    Unshare = CascadeType.Cascade
                                }
                            },
                            Lookup = new LookupAttributeMetadata
                            {
                                SchemaName = "new_parent_accountid",
                                DisplayName = new Label("Account Lookup", 1033),
                                RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
                                Description = new Label("Sample Lookup", 1033)
                            }
                        };


                        CreateOneToManyResponse createOneToManyRelationshipResponse =
                            (CreateOneToManyResponse)_serviceProxy.Execute(
                            createOneToManyRelationshipRequest);

                        _oneToManyRelationshipId =
                            createOneToManyRelationshipResponse.RelationshipId;
                        _oneToManyRelationshipName = 
                            createOneToManyRelationshipRequest.OneToManyRelationship.SchemaName;

                        Console.WriteLine(
                            "The one-to-many relationship has been created between {0} and {1}.",
                            "account", "campaign");
                    }



                    bool accountEligibleParticipate =
                        EligibleCreateManyToManyRelationship("account");
                    bool campaignEligibleParticipate =
                        EligibleCreateManyToManyRelationship("campaign");

                    if (accountEligibleParticipate && campaignEligibleParticipate)
                    {

                        CreateManyToManyRequest createManyToManyRelationshipRequest =
                            new CreateManyToManyRequest
                        {
                            IntersectEntitySchemaName = "new_accounts_campaigns",
                            ManyToManyRelationship = new ManyToManyRelationshipMetadata
                            {
                                SchemaName = "new_accounts_campaigns",
                                Entity1LogicalName = "account",
                                Entity1AssociatedMenuConfiguration =
                                new AssociatedMenuConfiguration
                                {
                                    Behavior = AssociatedMenuBehavior.UseLabel,
                                    Group = AssociatedMenuGroup.Details,
                                    Label = new Label("Account", 1033),
                                    Order = 10000
                                },
                                Entity2LogicalName = "campaign",
                                Entity2AssociatedMenuConfiguration =
                                new AssociatedMenuConfiguration
                                {
                                    Behavior = AssociatedMenuBehavior.UseLabel,
                                    Group = AssociatedMenuGroup.Details,
                                    Label = new Label("Campaign", 1033),
                                    Order = 10000
                                }
                            }
                        };

                        CreateManyToManyResponse createManytoManyRelationshipResponse =
                            (CreateManyToManyResponse)_serviceProxy.Execute(
                            createManyToManyRelationshipRequest);


                        _manyToManyRelationshipId =
                            createManytoManyRelationshipResponse.ManyToManyRelationshipId;
                        _manyToManyRelationshipName =
                            createManyToManyRelationshipRequest.ManyToManyRelationship.SchemaName;

                        Console.WriteLine(
                            "The many-to-many relationship has been created between {0} and {1}.",
                            "account", "campaign");
                    }


                    // Publish the customization changes.
                    _serviceProxy.Execute(new PublishAllXmlRequest());



                    //You can use either the Name or the MetadataId of the relationship.

                    //Retrieve the One-to-many relationship using the MetadataId.
                    RetrieveRelationshipRequest retrieveOneToManyRequest =
                        new RetrieveRelationshipRequest { MetadataId = _oneToManyRelationshipId };
                    RetrieveRelationshipResponse retrieveOneToManyResponse =
                        (RetrieveRelationshipResponse)_serviceProxy.Execute(retrieveOneToManyRequest);

                    Console.WriteLine("Retrieved {0} One-to-many relationship by id", retrieveOneToManyResponse.RelationshipMetadata.SchemaName);

                    //Retrieve the Many-to-many relationship using the Name.
                    RetrieveRelationshipRequest retrieveManyToManyRequest =
                        new RetrieveRelationshipRequest { Name = _manyToManyRelationshipName};
                    RetrieveRelationshipResponse retrieveManyToManyResponse =
                        (RetrieveRelationshipResponse)_serviceProxy.Execute(retrieveManyToManyRequest);

                    Console.WriteLine("Retrieved {0} Many-to-Many relationship by Name", retrieveManyToManyResponse.RelationshipMetadata.MetadataId);


                    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>
        /// Determines whether the entity can participate in a many-to-many relationship.
        /// </summary>
        /// <param name="entity">Entity</param>
        /// <returns></returns>
        public bool EligibleCreateManyToManyRelationship(string entity)
        {
            CanManyToManyRequest canManyToManyRequest = new CanManyToManyRequest
            {
                EntityName = entity
            };

            CanManyToManyResponse canManyToManyResponse =
                (CanManyToManyResponse)_serviceProxy.Execute(canManyToManyRequest);

            if (!canManyToManyResponse.CanManyToMany)
            {
                Console.WriteLine(
                    "Entity {0} can't participate in a many-to-many relationship.", 
                    entity);
            }

            return canManyToManyResponse.CanManyToMany;
        }
        /// <summary>
        /// Determines whether two entities are eligible to participate in a relationship
        /// </summary>
        /// <param name="referencedEntity">Primary Entity</param>
        /// <param name="referencingEntity">Referencing Entity</param>
        /// <returns></returns>
        public bool EligibleCreateOneToManyRelationship(string referencedEntity, 
            string referencingEntity)
        {
            //Checks whether the specified entity can be the primary entity in one-to-many
            //relationship.
            CanBeReferencedRequest canBeReferencedRequest = new CanBeReferencedRequest
            {
                EntityName = referencedEntity
            };

            CanBeReferencedResponse canBeReferencedResponse =
                (CanBeReferencedResponse)_serviceProxy.Execute(canBeReferencedRequest);

            if (!canBeReferencedResponse.CanBeReferenced)
            {
                Console.WriteLine(
                    "Entity {0} can't be the primary entity in this one-to-many relationship", 
                    referencedEntity);
            }

            //Checks whether the specified entity can be the referencing entity in one-to-many
            //relationship.
            CanBeReferencingRequest canBereferencingRequest = new CanBeReferencingRequest
            {
                EntityName = referencingEntity
            };

            CanBeReferencingResponse canBeReferencingResponse =
                (CanBeReferencingResponse)_serviceProxy.Execute(canBereferencingRequest);

            if (!canBeReferencingResponse.CanBeReferencing)
            {
                Console.WriteLine(
                    "Entity {0} can't be the referencing entity in this one-to-many relationship", 
                    referencingEntity);
            }


            if (canBeReferencedResponse.CanBeReferenced == true
                && canBeReferencingResponse.CanBeReferencing == true)
            {
                return true;
            }
            else
            {
                return false;
            }
        }
        /// <summary>
        /// Deletes the relationships 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 deleteRecords = true;

            if (prompt)
            {
                Console.WriteLine("\nDo you want these entity relationships to be deleted? (y/n)");
                String answer = Console.ReadLine();

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

            if (deleteRecords)
            {
                DeleteRelationshipRequest deleteOneToManyRelationshipRequest = 
                    new DeleteRelationshipRequest
                {                    
                    Name = "new_account_campaign"
                };

                _serviceProxy.Execute(deleteOneToManyRelationshipRequest);

                DeleteRelationshipRequest deleteManyToManyRelationshipRequest = 
                    new DeleteRelationshipRequest
                {
                    Name = "new_accounts_campaigns"
                };

                _serviceProxy.Execute(deleteManyToManyRelationshipRequest);

                Console.WriteLine("Entity Relationships 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();

                WorkWithRelationships app = new WorkWithRelationships();
                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 2011
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