Create a Customer Relationship
The following sample code demonstrates how to create an instance of a customer relationship between two contacts. Note that before you can assign the values for the customer or lookup, you must first instantiate the correct type.
[C#]
using System;
using System.Collections.Generic;
using System.Text;
using Customerrelationship.CrmSdk;
namespace Customerrelationship
{
class BuildRelationship
{
static void Main(string[] args)
{
// Set up the CRM Service.
CrmService service = new CrmService();
service.Credentials =
System.Net.CredentialCache.DefaultCredentials;
try
{
// Instantiate a customerrelationship entity.
customerrelationship myCR = new customerrelationship();
// Instantiate Lookup.
myCR.customerroleid = new Lookup();
// Set the Lookup type to role.
myCR.customerroleid.type = EntityName.role.ToString();
// You must replace this with the GUID of a valid
// Microsoft CRM role of the primary customer in the relationship.
myCR.customerroleid.Value =
new Guid("B6777F84-EA83-DB11-A460-000BDB5C46AB");
// Instantiate customer.
myCR.customerid = new Customer();
// Set the customer type to contact.
myCR.customerid.type = EntityName.contact.ToString();
// You must replace this with the GUID of a valid Microsoft
// CRM contact, which represents a primary customer
// in the relationship.
myCR.customerid.Value =
new Guid("C53E13C5-419F-DB11-86D3-000BDB5C46AB");
// Instantiate a customer.
myCR.partnerid = new Customer();
// Set the customer type to contact.
myCR.partnerid.type = EntityName.contact.ToString();
// You must replace this with the GUID of a valid Microsoft
// CRM contact, which represents a secondary customer
// in the relationship.
myCR.partnerid.Value =
new Guid("D13E13C5-419F-DB11-86D3-000BDB5C46AB");
// Instantiate Lookup.
myCR.partnerroleid = new Lookup();
// Set the Lookup type to role.
myCR.partnerroleid.type = EntityName.role.ToString();
// You must replace this with the GUID of a valid
// Microsoft CRM role of the secondary customer
// in the relationship.
myCR.partnerroleid.Value =
new Guid("8C1F4F51-1FF9-41F6-8245-836F2CA6F2F8");
// Create a customerrelationship instance
// in Microsoft CRM database.
TargetCreateCustomerRelationship cr =
new TargetCreateCustomerRelationship();
cr.CustomerRelationship = myCR;
CreateRequest create = new CreateRequest();
create.Target = cr;
CreateResponse cresponse =
(CreateResponse)service.Execute(create);
}
catch (System.Web.Services.Protocols.SoapException ex)
{
Console.WriteLine(ex.Message + "." + ex.Detail.InnerText);
}
}
}
}
[Visual Basic .NET]
Imports System
Imports System.Collections.Generic
Imports System.Text
Imports Customerrelationship_VB.CrmSdk
Namespace Customerrelationship
Class BuildRelationship
Shared Sub Main(ByVal args As String())
' Set up the CRM Service.
Dim service As New CrmService()
service.Credentials = _
System.Net.CredentialCache.DefaultCredentials
Try
' Instantiate a customerrelationship entity.
Dim myCR As New CrmSdk.customerrelationship()
' Instantiate Lookup.
myCR.customerroleid = New Lookup()
' Set the Lookup type to role.
myCR.customerroleid.type = EntityName.role.ToString()
' You must replace this with the GUID of a valid
' Microsoft CRM role of the primary customer in the relationship.
myCR.customerroleid.Value = _
New Guid("B6777F84-EA83-DB11-A460-000BDB5C46AB")
' Instantiate customer.
myCR.customerid = New Customer()
' Set the customer type to contact.
myCR.customerid.type = EntityName.contact.ToString()
' You must replace this with the GUID of a valid Microsoft
' CRM contact, which represents a primary customer
' in the relationship.
myCR.customerid.Value = _
New Guid("C53E13C5-419F-DB11-86D3-000BDB5C46AB")
' Instantiate a customer.
myCR.partnerid = New Customer()
' Set the customer type to contact.
myCR.partnerid.type = EntityName.contact.ToString()
' You must replace this with the GUID of a valid Microsoft
' CRM contact, which represents a secondary customer
' in the relationship.
myCR.partnerid.Value = _
New Guid("D13E13C5-419F-DB11-86D3-000BDB5C46AB")
' Instantiate Lookup.
myCR.partnerroleid = New Lookup()
' Set the Lookup type to role.
myCR.partnerroleid.type = EntityName.role.ToString()
' You must replace this with the GUID of a valid
' Microsoft CRM role of the secondary customer
' in the relationship.
myCR.partnerroleid.Value = _
New Guid("8C1F4F51-1FF9-41F6-8245-836F2CA6F2F8")
' Create a customerrelationship instance
' in Microsoft CRM database.
Dim cr As New TargetCreateCustomerRelationship()
cr.CustomerRelationship = myCR
Dim create As New CreateRequest()
create.Target = cr
Dim cresponse As CreateResponse = _
DirectCast(service.Execute(create), CreateResponse)
Catch ex As System.Web.Services.Protocols.SoapException
Console.WriteLine(ex.Message + "." + ex.Detail.InnerText)
End Try
End Sub
End Class
End Namespace