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Sample: Share records using GrantAccess, ModifyAccess and RevokeAccess messages

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\GeneralProgramming\EarlyBound\UserAccess.cs

SampleCode\VB\GeneralProgramming\EarlyBound\UserAccess.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 share a record using the following messages:

Example


using System;
using System.Collections.Generic;
using System.ServiceModel;
using Microsoft.Crm.Sdk.Messages;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Client;
using Microsoft.Xrm.Sdk.Query;

namespace Microsoft.Crm.Sdk.Samples
{
    public class UserAccess
    {
        #region Class Level Members
        private OrganizationServiceProxy _serviceProxy;
        private Guid _currentUserId;
        private List<Guid> _systemUserIds;
        private Guid _teamId;
        private Guid _leadId;
        private Guid _taskId;
        #endregion

        #region How To Sample Code
        public void Run(ServerConnection.Configuration serverConfig,
            bool promptforDelete)
        {
            using (_serviceProxy = ServerConnection.GetOrganizationProxy(serverConfig))
            {
                // This statement is required to enable early bound type support.
                _serviceProxy.EnableProxyTypes();
                CreateRequiredRecords();

                // Retrieve and display the access that the calling user has to the
                // created lead.
                var leadReference = new EntityReference(Lead.EntityLogicalName, _leadId);
                var currentUserReference = new EntityReference(
                    SystemUser.EntityLogicalName, _currentUserId);
                RetrieveAndDisplayPrincipalAccess(leadReference, currentUserReference,
                    "Current User");

                // Retrieve and display the access that the first user has to the
                // created lead.
                var systemUser1Ref = new EntityReference(SystemUser.EntityLogicalName,
                    _systemUserIds[0]);
                RetrieveAndDisplayPrincipalAccess(leadReference, systemUser1Ref,
                    "System User 1");

                // Grant the first user read access to the created lead.
                var grantAccessRequest1 = new GrantAccessRequest
                {
                    PrincipalAccess = new PrincipalAccess
                    {
                        AccessMask = AccessRights.ReadAccess,
                        Principal = systemUser1Ref
                    },
                    Target = leadReference
                };

                Console.WriteLine("Granting {0} to {1} ({2}) on the lead...\r\n",
                    AccessRights.ReadAccess, GetEntityReferenceString(systemUser1Ref), "System User 1");
                _serviceProxy.Execute(grantAccessRequest1);


                // Retrieve and display access information for the lead.
                RetrieveAndDisplayPrincipalAccess(leadReference, systemUser1Ref,
                    "System User 1");
                RetrieveAndDisplayLeadAccess(leadReference);

                // Grant the team read/write access to the lead.
                var teamReference = new EntityReference(Team.EntityLogicalName, _teamId);
                var grantAccessRequest = new GrantAccessRequest
                {
                    PrincipalAccess = new PrincipalAccess
                    {
                        AccessMask = AccessRights.ReadAccess | AccessRights.WriteAccess,
                        Principal = teamReference
                    },
                    Target = leadReference
                };

                Console.WriteLine("Granting {0} to {1} ({2}) on the lead...\r\n",
                    AccessRights.ReadAccess | AccessRights.WriteAccess, GetEntityReferenceString(teamReference), "Team");
                _serviceProxy.Execute(grantAccessRequest);

                var systemUser2Ref = new EntityReference(SystemUser.EntityLogicalName,
                    _systemUserIds[1]);

               
                // Retrieve and display access information for the lead and system user 2.
                RetrieveAndDisplayPrincipalAccess(leadReference, systemUser2Ref,
                    "System User 2");
                RetrieveAndDisplayLeadAccess(leadReference);


                // Grant the first user delete access to the lead.
                var modifyUser1AccessReq = new ModifyAccessRequest
                {
                    PrincipalAccess = new PrincipalAccess
                    {
                        AccessMask = AccessRights.DeleteAccess,
                        Principal = systemUser1Ref
                    },
                    Target = leadReference
                };

                Console.WriteLine("Granting delete access to {0} on the lead...\r\n",
                    GetEntityReferenceString(systemUser1Ref));
                _serviceProxy.Execute(modifyUser1AccessReq);

                // Retrieve and display access information for the lead.
                RetrieveAndDisplayLeadAccess(leadReference);


                // Revoke access to the lead for the second user.
                var revokeUser2AccessReq = new RevokeAccessRequest
                {
                    Revokee = systemUser2Ref,
                    Target = leadReference
                };

                Console.WriteLine("Revoking access to the lead for {0}...\r\n",
                    GetEntityReferenceString(systemUser2Ref));
                _serviceProxy.Execute(revokeUser2AccessReq);

                // Retrieve and display access information for the lead.
                RetrieveAndDisplayPrincipalAccess(leadReference, systemUser2Ref,
                    "System User 2");

                RetrieveAndDisplayLeadAccess(leadReference);

                DeleteRequiredRecords(promptforDelete);
            }
        }

        private void RetrieveAndDisplayPrincipalAccess(EntityReference leadReference,
            EntityReference principal, String additionalIdentifier)
        {
            var principalAccessReq = new RetrievePrincipalAccessRequest
            {
                Principal = principal,
                Target = leadReference
            };
            var principalAccessRes = (RetrievePrincipalAccessResponse)
                _serviceProxy.Execute(principalAccessReq);
            Console.WriteLine("Access rights of {0} ({1}) on the lead: {2}\r\n",
                GetEntityReferenceString(principal),
                additionalIdentifier,
                principalAccessRes.AccessRights);
        }

        private void RetrieveAndDisplayLeadAccess(EntityReference leadReference)
        {
            var accessRequest = new RetrieveSharedPrincipalsAndAccessRequest
            {
                Target = leadReference
            };
            
            // The RetrieveSharedPrincipalsAndAccessResponse returns an entity reference
            // that has a LogicalName of "user" when returning access information for a
            // "team."
            var accessResponse = (RetrieveSharedPrincipalsAndAccessResponse)
                _serviceProxy.Execute(accessRequest);
            Console.WriteLine("The following have the specified granted access to the lead.");
            foreach (var principalAccess in accessResponse.PrincipalAccesses)
            {
                Console.WriteLine("\t{0}:\r\n\t\t{1}",
                    GetEntityReferenceString(principalAccess.Principal),
                    principalAccess.AccessMask);
            }
            Console.WriteLine();

        }

        private String GetEntityReferenceString(EntityReference entityReference)
        {
            return String.Format("{0} with GUID {1}", entityReference.LogicalName,
                entityReference.Id);
        }

        /// <summary>
        /// Creates any entity records that this sample requires.
        /// </summary>
        public void CreateRequiredRecords()
        {
            // Create a unique identifier for this sample for preventing name conflicts.
            var sampleIdentifier = Guid.NewGuid();

            // Retrieve/create the system users to use for the sample.
            var ldapPath = String.Empty;
            _systemUserIds = SystemUserProvider.RetrieveDelegates(
                _serviceProxy, ref ldapPath);

            // Retrieve the root business unit to use for creating the team for the
            // sample.
            var businessUnitQuery = new QueryExpression
            {
                EntityName = BusinessUnit.EntityLogicalName,
                ColumnSet = new ColumnSet("businessunitid"),
                Criteria = new FilterExpression()
            };

            businessUnitQuery.Criteria.AddCondition("parentbusinessunitid",
                ConditionOperator.Null);
            var businessUnitResult = _serviceProxy.RetrieveMultiple(businessUnitQuery);
            var businessUnit = businessUnitResult.Entities[0].ToEntity<BusinessUnit>();

            // Get the GUID of the current user.
            var who = new WhoAmIRequest();
            var whoResponse = (WhoAmIResponse)_serviceProxy.Execute(who);
            _currentUserId = whoResponse.UserId;

            // Create a team for use in the sample.
            var team = new Team
            {
                AdministratorId = new EntityReference(
                    "systemuser", _currentUserId),
                Name = String.Format("User Access Sample Team {0}", sampleIdentifier),
                BusinessUnitId = businessUnit.ToEntityReference()
            };
            _teamId = _serviceProxy.Create(team);

            // Add the second user to the newly created team.
            var addToTeamRequest = new AddMembersTeamRequest
            {
                TeamId = _teamId,
                MemberIds = new[] { _systemUserIds[1] }
            };
            _serviceProxy.Execute(addToTeamRequest);

            // Create a lead for use in the sample.
            var lead = new Lead
            {
                CompanyName = "User Access Sample Company",
                FirstName = "Sample",
                LastName = "Lead",
                Subject = "User Access Sample Lead",
            };
            _leadId = _serviceProxy.Create(lead);

            // Create a task to associate to the lead.
            var leadReference = new EntityReference(Lead.EntityLogicalName, _leadId);
            var task = new Task
            {
                Subject = "User Access Sample Task",
                RegardingObjectId = leadReference
            };
            _taskId = _serviceProxy.Create(task);

            // Create a letter to associate to the lead.
            var letter = new Letter
            {
                Subject = "User Access Sample Letter",
                RegardingObjectId = leadReference
            };
            _serviceProxy.Create(letter);
        }

        private 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 records created in this sample.
                _serviceProxy.Delete(Team.EntityLogicalName, _teamId);
                // Deleting the lead will delete its associated activities.
                _serviceProxy.Delete(Lead.EntityLogicalName, _leadId);

                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();

                var app = new UserAccess();
                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 2013 and Microsoft Dynamics CRM Online
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