Export (0) Print
Expand All

Sample: Create a connection (early bound)

Applies To: CRM 2015 on-prem, CRM Online

This sample code is for Microsoft Dynamics CRM 2015 and Microsoft Dynamics CRM Online 2015 Update. Download the Microsoft Dynamics CRM SDK package. It can be found in the following location in the download package:

SampleCode\CS\BusinessDataModel\BusinessManagement\CreateConnection.cs

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 connection between an account and a contact that have matching connection roles.

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;

namespace Microsoft.Crm.Sdk.Samples
{
    /// <summary>
    /// This sample shows how to create a connection between two entities.
    /// </summary>
    public class CreateConnection
    {
        #region Class Level Members
        
        /// <summary>
        /// Stores the organization service proxy.
        /// </summary>
        OrganizationServiceProxy _serviceProxy;

        // Define the IDs needed for this sample.
        public Guid _connectionRoleId;
        public Guid _connectionId;
        public Guid _accountId;
        public Guid _contactId;

        #endregion Class Level Members

        #region How To Sample Code
        /// <summary>
        /// Create and configure the organization service proxy.
        /// Call the method to create any data that this sample requires.
        /// Create a new connection between the account and the contact.
        /// 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 = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,
                                                                     serverConfig.Credentials, serverConfig.DeviceCredentials))
                {
                    // This statement is required to enable early-bound type support.
                    _serviceProxy.EnableProxyTypes();


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

                    // Create a connection between the account and the contact.
                    // Assign a connection role to a record.
                    Connection newConnection = new Connection
                    {
                        Record1Id = new EntityReference(Account.EntityLogicalName,
                            _accountId),
                        Record1RoleId = new EntityReference(ConnectionRole.EntityLogicalName,
                            _connectionRoleId),                             
                        Record2RoleId = new EntityReference(ConnectionRole.EntityLogicalName,
                            _connectionRoleId),                            
                        Record2Id = new EntityReference(Contact.EntityLogicalName,
                            _contactId)
                    };

                    _connectionId = _serviceProxy.Create(newConnection);

                    Console.WriteLine(
                        "Created a connection between the account and the contact.");

                    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 new connectionrole instance. 
        /// Create related Connection Role Object Type Code records
        /// for the account and the contact entities.
        /// </summary>
        public void CreateRequiredRecords()
        {
            // Create a Connection Role for account and contact
            ConnectionRole newConnectionRole = new ConnectionRole
            {
                Name = "Example Connection Role",
                Category = new OptionSetValue((int)connectionrole_category.Business)
            };

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

            // Create a related Connection Role Object Type Code record for Account
            ConnectionRoleObjectTypeCode newAccountConnectionRoleTypeCode
                = new ConnectionRoleObjectTypeCode
                {
                    ConnectionRoleId = new EntityReference(
                        ConnectionRole.EntityLogicalName, _connectionRoleId),
                    AssociatedObjectTypeCode = Account.EntityLogicalName
                };

            _serviceProxy.Create(newAccountConnectionRoleTypeCode);
            Console.WriteLine(
                "Created a related Connection Role Object Type Code record for Account."
                );

            // Create a related Connection Role Object Type Code record for Contact
            ConnectionRoleObjectTypeCode newContactConnectionRoleTypeCode
                = new ConnectionRoleObjectTypeCode
                {
                    ConnectionRoleId = new EntityReference(
                        ConnectionRole.EntityLogicalName, _connectionRoleId),
                    AssociatedObjectTypeCode = Contact.EntityLogicalName
                };

            _serviceProxy.Create(newContactConnectionRoleTypeCode);
            Console.WriteLine(
                "Created a related Connection Role Object Type Code record for Contact."
                );

            // Associate the connection role with itself.
            AssociateRequest associateConnectionRoles = new AssociateRequest
            {
                Target = new EntityReference(ConnectionRole.EntityLogicalName,
                    _connectionRoleId),
                RelatedEntities = new EntityReferenceCollection()
                        {
                            new EntityReference(ConnectionRole.EntityLogicalName,
                                _connectionRoleId)
                        },
                // The name of the relationship connection role association 
                // relationship in MS CRM.
                Relationship = new Relationship()
                {
                    PrimaryEntityRole = EntityRole.Referencing, // Referencing or Referenced based on N:1 or 1:N reflexive relationship.
                    SchemaName = "connectionroleassociation_association"
                }
            };

            _serviceProxy.Execute(associateConnectionRoles);
            Console.WriteLine("Associated the connection role with itself.");

            // Create an Account
            Account setupAccount = new Account { Name = "Example Account" };
            _accountId = _serviceProxy.Create(setupAccount);
            Console.WriteLine("Created {0}.", setupAccount.Name);

            // Create a Contact
            Contact setupContact = new Contact { LastName = "Example Contact" };
            _contactId = _serviceProxy.Create(setupContact);
            Console.WriteLine("Created {0}.", setupContact.LastName);

            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 toBeDeleted = true;

            if (prompt)
            {
                // Ask the user if the created entities should be deleted.
                Console.Write("\nDo you want these entity records deleted? (y/n) [y]: ");
                String answer = Console.ReadLine();
                if (answer.StartsWith("y") ||
                    answer.StartsWith("Y") ||
                    answer == String.Empty)
                {
                    toBeDeleted = true;
                }
                else
                {
                    toBeDeleted = false;
                }
            }

            if (toBeDeleted)
            {
                _serviceProxy.Delete(Connection.EntityLogicalName, _connectionId);
                _serviceProxy.Delete(Account.EntityLogicalName, _accountId);
                _serviceProxy.Delete(Contact.EntityLogicalName, _contactId);
                _serviceProxy.Delete(ConnectionRole.EntityLogicalName, _connectionRoleId);

                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();

                CreateConnection app = new CreateConnection();
                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 2015 and Microsoft Dynamics CRM Online
Send comments about this topic to Microsoft.
© 2014 Microsoft Corporation. All rights reserved.
Was this page helpful?
(1500 characters remaining)
Thank you for your feedback
Show:
© 2014 Microsoft