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Sample: Work with activity party records

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\Activities\WorkingWithActivityParties.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 work with activity party records.

Example


using System;
using System.Collections.Generic;
using System.Linq;
using System.ServiceModel;

// These namespaces are found in the Microsoft.Xrm.Sdk.dll assembly
// located in the SDK\bin folder of the SDK download.
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Client;

namespace Microsoft.Crm.Sdk.Samples
{
    /// <summary>
    /// Demonstrates how to programmatically work with Activity Party records.</summary>
    /// <remarks>
    /// At run-time, you will be given the option to delete all the
    /// database records created by this program.</remarks>
    public class WorkingWithActivityParties
    {
        #region Class Level Members

        private Guid[] _contactIds = new Guid[3];
        private Dictionary<Guid, String> _recordIds = new Dictionary<Guid, String>();
        private OrganizationServiceProxy _serviceProxy;

        #endregion Class Level Members

        #region How To Sample Code
        /// <summary>
        /// This method first connects to the Organization service. Afterwards,
        /// activity party records are created and associated with an activity.
        /// </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();

                    CreateRequiredRecords();

                    OrganizationServiceContext orgContext =
                        new OrganizationServiceContext(_serviceProxy);

                    // Retrieve the Contact records that we created previously.
                    List<Contact> contacts = (from c in orgContext.CreateQuery<Contact>()
                                              where c.Address1_City == "Sammamish"
                                              select new Contact
                                              {
                                                  ContactId = c.ContactId,
                                                  FirstName = c.FirstName,
                                                  LastName = c.LastName
                                              }).ToList<Contact>();
                    Console.Write("Contacts retrieved, ");

                    // Create an Activity Party record for each Contact.
                    var activityParty1 = new ActivityParty
                    {
                        PartyId = new EntityReference(Contact.EntityLogicalName,
                            contacts[0].ContactId.Value),
                    };

                    var activityParty2 = new ActivityParty
                    {
                        PartyId = new EntityReference(Contact.EntityLogicalName,
                            contacts[1].ContactId.Value),
                    };

                    var activityParty3 = new ActivityParty
                    {
                        PartyId = new EntityReference(Contact.EntityLogicalName,
                            contacts[2].ContactId.Value),
                    };

                    Console.Write("ActivityParty instances created, ");

                    // Create Letter Activity and set From and To fields to the
                    // respective Activity Party entities.
                    var letter = new Letter
                    {
                        RegardingObjectId = new EntityReference(Contact.EntityLogicalName,
                            contacts[2].ContactId.Value),
                        Subject = "Sample Letter Activity",
                        ScheduledEnd = DateTime.Now + TimeSpan.FromDays(5),
                        Description = @"Greetings, Mr. Andreshak,

This is a sample letter activity as part of the Microsoft Dynamics CRM SDK.

Sincerely,
Mary Kay Andersen

cc: Denise Smith",
                        From = new ActivityParty[] { activityParty1 },
                        To = new ActivityParty[] { activityParty3, activityParty2 }
                    };
                    orgContext.AddObject(letter);
                    orgContext.SaveChanges();

                    Console.WriteLine("and Letter Activity created.");

                    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>
        /// Creates any entity records that this sample requires.
        /// </summary>
        public void CreateRequiredRecords()
        {
            // Create 3 Contact records to use in the Run() method.
            Contact contact1 = new Contact()
            {
                FirstName = "Mary Kay",
                LastName = "Andersen",
                Address1_Line1 = "23 Market St.",
                Address1_City = "Sammamish",
                Address1_StateOrProvince = "MT",
                Address1_PostalCode = "99999",
                Telephone1 = "12345678",
                EMailAddress1 = "marykay@contoso.com"
            };
            _contactIds[0] = _serviceProxy.Create(contact1);

            Contact contact2 = new Contact()
            {
                FirstName = "Joe",
                LastName = "Andreshak",
                Address1_Line1 = "23 Market St.",
                Address1_City = "Sammamish",
                Address1_StateOrProvince = "MT",
                Address1_PostalCode = "99999",
                Telephone1 = "12345678",
                EMailAddress1 = "joe@contoso.com"
            };
            _contactIds[1] = _serviceProxy.Create(contact2);

            Contact contact3 = new Contact()
            {
                FirstName = "Denise",
                LastName = "Smith",
                Address1_Line1 = "23 Market St.",
                Address1_City = "Sammamish",
                Address1_StateOrProvince = "MT",
                Address1_PostalCode = "99999",
                Telephone1 = "12345678",
                EMailAddress1 = "denise@contoso.com"
            };
            _contactIds[2] = _serviceProxy.Create(contact3);

        }

        /// <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)
            {
                // Delete all records created in this sample.
                foreach (Guid contactId in _contactIds)
                {
                    _serviceProxy.Delete(Contact.EntityLogicalName, contactId);
                }
                Console.WriteLine("Entity record(s) have been deleted.");
            }
        }

        #endregion How To Sample Code

        #region Main method

        /// <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();

                WorkingWithActivityParties app = new WorkingWithActivityParties();
                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 method
    }
}

See Also

Microsoft Dynamics CRM 2015 and Microsoft Dynamics CRM Online
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