Exemple : Initialiser un enregistrement à partir d’un enregistrement existant
Date de publication : janvier 2017
S’applique à : Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online
Cet exemple de code est pour Microsoft Dynamics 365 (Online et local).Téléchargez le package Kit de développement logiciel (SDK) de Microsoft Dynamics CRM. Il se trouve à l'emplacement suivant dans le package de téléchargement :
SampleCode\CS\GeneralProgramming\EarlyBound\InitializeFrom.cs
Configuration requise
Pour plus d'informations sur les conditions requises pour l'exécution de l'exemple de code fourni dans ce Kit de développement logiciel (SDK), consultez la rubrique Utiliser l’exemple de code et le code d’assistance.
- Exemple complet – C#
Démontre
Cet exemple montre comment utiliser le message IOrganizationService.InitializeFromRequest pour créer des enregistrements à partir d’un enregistrement existant.
Exemple
#region Initialize Account from Account
Console.WriteLine();
Console.WriteLine(" Initializing new Account from the initial Account");
// Create the request object
InitializeFromRequest initialize = new InitializeFromRequest();
// Set the properties of the request object
initialize.TargetEntityName = Account.EntityLogicalName.ToString();
// Create the EntityMoniker
initialize.EntityMoniker = _initialAccount.ToEntityReference();
// Execute the request
InitializeFromResponse initialized =
(InitializeFromResponse)_serviceProxy.Execute(initialize);
if (initialized.Entity != null)
Console.WriteLine(" New Account initialized successfully");
Console.WriteLine();
#endregion
#region Initialize Opportunity from Lead
Console.WriteLine(" Initializing an Opportunity from the initial Lead");
// Create the request object
initialize.TargetEntityName = Opportunity.EntityLogicalName.ToString();
// Create the EntityMoniker
initialize.EntityMoniker = _initialLead.ToEntityReference();
// Execute the request
initialized =
(InitializeFromResponse)_serviceProxy.Execute(initialize);
if (initialized.Entity != null &&
initialized.Entity.LogicalName == Opportunity.EntityLogicalName)
{
var opportunity = (Opportunity)initialized.Entity;
Console.WriteLine(" New Opportunity initialized successfully (Name={0})",
opportunity.Name);
}
#endregion
Exemple complet – C#
using System;
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.Client;
// 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 use the InitializeFrom message to create new records
/// from existing records
/// </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 class InitializeFrom
{
#region Class Level Members
private OrganizationServiceProxy _serviceProxy;
private Account _initialAccount;
private Lead _initialLead;
#endregion Class Level Members
#region How To Sample Code
/// <summary>
/// This method first creates an account and a lead, then initializes a new
/// account from the already existing account and a new opportunity from the
/// already existing lead.
/// </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();
#region Initialize Account from Account
Console.WriteLine();
Console.WriteLine(" Initializing new Account from the initial Account");
// Create the request object
InitializeFromRequest initialize = new InitializeFromRequest();
// Set the properties of the request object
initialize.TargetEntityName = Account.EntityLogicalName.ToString();
// Create the EntityMoniker
initialize.EntityMoniker = _initialAccount.ToEntityReference();
// Execute the request
InitializeFromResponse initialized =
(InitializeFromResponse)_serviceProxy.Execute(initialize);
if (initialized.Entity != null)
Console.WriteLine(" New Account initialized successfully");
Console.WriteLine();
#endregion
#region Initialize Opportunity from Lead
Console.WriteLine(" Initializing an Opportunity from the initial Lead");
// Create the request object
initialize.TargetEntityName = Opportunity.EntityLogicalName.ToString();
// Create the EntityMoniker
initialize.EntityMoniker = _initialLead.ToEntityReference();
// Execute the request
initialized =
(InitializeFromResponse)_serviceProxy.Execute(initialize);
if (initialized.Entity != null &&
initialized.Entity.LogicalName == Opportunity.EntityLogicalName)
{
var opportunity = (Opportunity)initialized.Entity;
Console.WriteLine(" New Opportunity initialized successfully (Name={0})",
opportunity.Name);
}
#endregion
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;
}
}
#region Public methods
/// <summary>
/// Creates any entity records that this sample requires.
/// </summary>
public void CreateRequiredRecords()
{
_initialAccount = new Account()
{
Name = "Contoso, Ltd"
};
_initialAccount.Id = _serviceProxy.Create(_initialAccount);
Console.WriteLine(" Created initial Account (Name={0})",
_initialAccount.Name);
_initialLead = new Lead()
{
Subject = "A Sample Lead",
LastName = "Wilcox",
FirstName = "Colin",
};
_initialLead.Id = _serviceProxy.Create(_initialLead);
Console.WriteLine(" Created initial Lead (Subject={0}, Name={1} {2})",
_initialLead.Subject,
_initialLead.FirstName,
_initialLead.LastName);
}
/// <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)
{
_serviceProxy.Delete(Account.EntityLogicalName, _initialAccount.Id);
_serviceProxy.Delete(Lead.EntityLogicalName, _initialLead.Id);
Console.WriteLine("Entity records have been deleted.");
}
}
#endregion Public Methods
#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();
InitializeFrom app = new InitializeFrom();
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
}
}
Voir aussi
IOrganizationService
InitializeFromRequest
Associate
Utiliser les classes d’entité à liaison anticipée dans le code
Exemple : récupérer les informations de licence
Microsoft Dynamics 365
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