Sample: Enable document management for entities

This sample code is for Dynamics 365 for Customer Engagement. Download the sample: With SharePoint Integration.

Prerequisites

Internet connection is required to download the sample project and to restore the NuGet packages used in the sample project.

Requirements

For more information about the requirements for running the sample code provided here, see Run a simple program using Customer Engagement web services and How to run Dataverse samples?.

Demonstrates

The following sample shows how to enable document management for entities in Dynamics 365 for Customer Engagement. In this sample code, document management is enabled for the Contact entity using the UpdateEntityRequest message. By default, the setting for the Contact entity isn’t enabled in a new installation of Dynamics 365 for Customer Engagement.

Example

using System;
using System.ServiceModel;
using System.ServiceModel.Description;

// 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;
using Microsoft.Xrm.Sdk.Query;
using Microsoft.Xrm.Sdk.Messages;
using Microsoft.Xrm.Sdk.Metadata;

// This namespace is found in the Microsoft.Crm.Sdk.Proxy.dll assembly
// located in the SDK\bin folder of the SDK download.
using Microsoft.Crm.Sdk.Messages;

namespace Microsoft.Crm.Sdk.Samples
{
    /// <summary>
    /// Demonstrates how to enable document management
    /// for an entity.</summary>
    /// <remarks>
    /// At run-time, you will be given the option to revert
    /// the changes done by this program.</remarks>
    public class EnableDocumentManagement
    {
        #region Class Level Members

        private OrganizationServiceProxy _serviceProxy;

        #endregion Class Level Members

        #region How-To Sample Code
        /// <summary>
        /// This method first connects to the Organization service. Afterwards,
        /// retrieves the Contact entity record, and then enables the document management 
        /// for the entity.
        /// </summary>
        /// <param name="serverConfig">Contains server connection information.</param>
        /// <param name="promptforRevert">When True, the user will be prompted to revert all
        /// the changes done in this sample.</param>
        public void Run(ServerConnection.Configuration serverConfig, bool promptforRevert)
        {
            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();

                    // Retrieve an entity for which you want to enable document management.
                    // In this sample, we will retrieve and enable document management
                    // for the Contact entity because by default, document management is
                    // not enabled for this entity.                    
                    
                    RetrieveEntityRequest entityRequest = new RetrieveEntityRequest
                    {
                        EntityFilters = EntityFilters.All,
                        LogicalName = Contact.EntityLogicalName,

                        // Retrieve only the currently published changes, ignoring the changes 
                        // that have not been published.
                        RetrieveAsIfPublished = false
                    };
                    RetrieveEntityResponse entityResponse = (RetrieveEntityResponse)_serviceProxy.Execute(entityRequest);
                    Console.WriteLine("Retrieved the contact entity.");

                    // Get the entity from the response.
                    EntityMetadata contactEntity = entityResponse.EntityMetadata;

                    // Enable document management for the retrieved entity.
                    contactEntity.IsDocumentManagementEnabled = true;

                    // Create an update request.                    
                    UpdateEntityRequest updateRequest = new UpdateEntityRequest
                    {
                        Entity = contactEntity                        
                    };
                    _serviceProxy.Execute(updateRequest);

                    // Publish the entity.
                    // All customizations must be published before they can be used.
                    PublishAllXmlRequest enableRequest = new PublishAllXmlRequest();
                    _serviceProxy.Execute(enableRequest);                    

                    // Retrieve the contact entity, and verify that document management is enabled.
                    entityResponse = (RetrieveEntityResponse)_serviceProxy.Execute(entityRequest);
                    contactEntity = entityResponse.EntityMetadata;
                    if (contactEntity.IsDocumentManagementEnabled.Value == true)
                    {
                        Console.WriteLine("Enabled document management for the contact entity.");
                    }                    

                    RevertChanges(promptforRevert);
                }

            }

            // 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()
        {
            // For this sample, no entities are created.
        }

        /// <summary>
        /// Reverts any changes that were done by this sample.
        /// <param name="prompt">Indicates whether to prompt the user 
        /// to revert the changes done by this sample.</param>
        /// </summary>
        public void RevertChanges(bool prompt)
        {
            bool revertChanges = true;

            if (prompt)
            {
                Console.WriteLine("\nDo you want these changes reverted? (y/n) [y]: ");
                String answer = Console.ReadLine();

                revertChanges = (answer.StartsWith("y") || answer.StartsWith("Y") || answer == String.Empty);
            }

            if (revertChanges)
            {
                RetrieveEntityRequest entityRequest = new RetrieveEntityRequest
                {
                    EntityFilters = EntityFilters.All,
                    LogicalName = Contact.EntityLogicalName,                    
                    RetrieveAsIfPublished = false
                };
                RetrieveEntityResponse entityResponse = (RetrieveEntityResponse)_serviceProxy.Execute(entityRequest);
                
                EntityMetadata contactEntity = entityResponse.EntityMetadata;

                // Disable document management for the retrieved entity.
                contactEntity.IsDocumentManagementEnabled = false;

                UpdateEntityRequest updateRequest = new UpdateEntityRequest
                {
                    Entity = contactEntity
                };
                _serviceProxy.Execute(updateRequest);

                // Publish the customizations to the entity.                
                PublishAllXmlRequest disableRequest = new PublishAllXmlRequest();
                _serviceProxy.Execute(disableRequest);
                
                Console.WriteLine("Changes have been reverted.");
            }
        }

        #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();

                EnableDocumentManagement app = new EnableDocumentManagement();
                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");
                    }
                }
            }
            finally
            {
                Console.WriteLine("Press <Enter> to exit.");
                Console.ReadLine();
            }
        }
        #endregion Main method
    }
}

See also

Integrate SharePoint with Microsoft Dynamics 365 Customer Engagement (on-premises)
Enable SharePoint Integration
Sample: Create, Retrieve, Update, and Delete a SharePoint Location Record
Sample: Create, Retrieve, Update, and Delete (CRUD) a SharePoint Location Record