Sample: Reschedule and cancel a recurring appointment
Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online
This sample code is for Microsoft Dynamics 365 (online & on-premises). Download the Microsoft Dynamics CRM SDK package. It can be found in the following location in the download package:
SampleCode\CS\BusinessDataModel\ScheduleAndAppointment\RescheduleandCancelRecurringAppointmentInstance.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
The following code example demonstrates how to reschedule and cancel appointment instances in a recurring appointment series using the RescheduleRequest message.
Example
using System;
using System.Linq;
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 reschedule an instance and cancel
/// the last instance of a recurring appointment series.
/// </summary>
public class RescheduleandCancelRecurringAppointmentInstance
{
#region Class Level Members
/// <summary>
/// Stores the organization service proxy.
/// </summary>
private OrganizationServiceProxy _serviceProxy;
// Define the IDs as well as strings needed for this sample.
public Guid _recurringAppointmentMasterId;
#endregion Class Level Members
#region How To Sample Code
/// <summary>
/// Create and configure the organization service proxy.
/// Initiate the method to create any data that this sample requires.
/// Reschedule an instance of the recurring appointment series.
/// Cancel another instance of the recurring appointment series.
/// 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();
// Retrieve the individual appointment instance that falls on or after
// 10 days from today. Basically this will be the second instance in the
// recurring appointment series.
QueryExpression instanceQuery = new QueryExpression
{
EntityName = Appointment.EntityLogicalName,
ColumnSet = new ColumnSet
{
Columns = { "activityid", "scheduledstart", "scheduledend" }
},
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression
{
AttributeName = "seriesid",
Operator = ConditionOperator.Equal,
Values = { _recurringAppointmentMasterId }
},
new ConditionExpression
{
AttributeName = "scheduledstart",
Operator = ConditionOperator.OnOrAfter,
Values = { DateTime.Today.AddDays(10) }
}
}
}
};
EntityCollection individualAppointments = _serviceProxy.RetrieveMultiple(instanceQuery);
#region Reschedule an instance of recurring appointment
// Update the scheduled start and end dates of the appointment
// to reschedule it.
Appointment updateAppointment = new Appointment
{
ActivityId = individualAppointments.Entities.Select(x => (Appointment)x).First().ActivityId,
ScheduledStart = individualAppointments.Entities.Select(x => (Appointment)x).First().ScheduledStart.Value.AddHours(1),
ScheduledEnd = individualAppointments.Entities.Select(x => (Appointment)x).First().ScheduledEnd.Value.AddHours(2)
};
RescheduleRequest reschedule = new RescheduleRequest
{
Target = updateAppointment
};
RescheduleResponse rescheduled = (RescheduleResponse)_serviceProxy.Execute(reschedule);
Console.WriteLine("Rescheduled the second instance of the recurring appointment.");
#endregion Reschedule an instance of recurring appointment
#region Cancel an instance of recurring appointment
// Cancel the last instance of the appointment. The status of this appointment
// instance is set to 'Canceled'. You can view this appoinyment instance under
// the 'All Activities' view.
SetStateRequest appointmentRequest = new SetStateRequest
{
State = new OptionSetValue((int)AppointmentState.Canceled),
Status = new OptionSetValue(4),
EntityMoniker = new EntityReference(Appointment.EntityLogicalName,
new Guid(individualAppointments.Entities.Select(x => (Appointment)x).Last().ActivityId.ToString()))
};
_serviceProxy.Execute(appointmentRequest);
Console.WriteLine("Canceled the last instance of the recurring appointment.");
#endregion Cancel an instance of recurring appointment
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 recurring appointment.
/// </summary>
public void CreateRequiredRecords()
{
// Define an anonymous type to define the possible recurrence pattern values.
var RecurrencePatternTypes = new
{
Daily = 0,
Weekly = 1,
Monthly = 2,
Yearly = 3
};
// Define an anonymous type to define the possible values for days
// of the week
var DayOfWeek = new
{
Sunday = 0x01,
Monday = 0x02,
Tuesday = 0x04,
Wednesday = 0x08,
Thursday = 0x10,
Friday = 0x20,
Saturday = 0x40
};
// Define an anonymous type to define the possible values
// for the recurrence rule pattern end type.
var RecurrenceRulePatternEndType = new
{
NoEndDate = 1,
Occurrences = 2,
PatternEndDate = 3,
};
// Create a new recurring appointment
RecurringAppointmentMaster newRecurringAppointment =
new RecurringAppointmentMaster
{
Subject = "Sample Recurring Appointment",
StartTime = DateTime.Now.AddHours(1),
EndTime = DateTime.Now.AddHours(2),
RecurrencePatternType = new OptionSetValue(
RecurrencePatternTypes.Weekly),
Interval = 1,
DaysOfWeekMask = DayOfWeek.Thursday,
PatternStartDate = DateTime.Today,
Occurrences = 5,
PatternEndType = new OptionSetValue(
RecurrenceRulePatternEndType.Occurrences)
};
_recurringAppointmentMasterId = _serviceProxy.Create(newRecurringAppointment);
Console.WriteLine("Created {0}", newRecurringAppointment.Subject);
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 deleteRecords = true;
if (prompt)
{
Console.WriteLine("\nDo you want these entity records to be deleted? (y/n)");
String answer = Console.ReadLine();
deleteRecords = (answer.StartsWith("y") || answer.StartsWith("Y"));
}
if (deleteRecords)
{
_serviceProxy.Delete(RecurringAppointmentMaster.EntityLogicalName,
_recurringAppointmentMasterId);
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();
ConvertAnAppointmenttoRecurringAppointment app = new ConvertAnAppointmenttoRecurringAppointment();
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
IOrganizationService
RescheduleRequest
SetStateRequest
Recurring appointment entities
Helper code: ServerConnection class
Sample code for schedule and appointment Entities
Sample: End a recurring appointment series
Microsoft Dynamics 365
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