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Exemple : Récupérer le taux de change pour la devise

 

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\BusinessDataModel\BusinessManagement\TransactionCurrencyExchangeRate.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.

Démontre

Cet exemple illustre comment créer une devise, et comment récupérer et afficher le taux de change de devise par rapport à la devise de base de l’organisation.

Exemple


using System;
using System.Linq;
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;
using Microsoft.Xrm.Sdk.Discovery;

// 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>
    /// Demonstrates how to retrieve a currency's exchange rates.
    /// </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 TransactionCurrencyExchangeRate
    {
        #region Class Level Members

        private OrganizationServiceProxy _serviceProxy;
        private ServiceContext _context;

        private TransactionCurrency _currency;

        #endregion Class Level Members

        #region How To Sample Code
        /// <summary>
        /// This method first creates a new currency within the system, setting its 
        /// exchange rate to a pre-defined value. It then issues a 
        /// RetrieveExchangeRateRequest to get the exchange rate from the created 
        /// currency to the organization's base currency. Finally, it retrieves the 
        /// organization's base currency and displays the conversion rate.
        /// </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))
                // using the service context makes retrieving entities easier
                using (_context = new ServiceContext(_serviceProxy))
                {
                    // This statement is required to enable early-bound type support.
                    _serviceProxy.EnableProxyTypes();

                    String currentOrganizatoinUniqueName = GetCurrentOrganizationName(serverConfig);

                    CreateRequiredRecords();

                    RetrieveExchangeRateRequest request = new RetrieveExchangeRateRequest()
                    {
                        TransactionCurrencyId = _currency.Id
                    };
                    RetrieveExchangeRateResponse response = 
                        (RetrieveExchangeRateResponse)_serviceProxy.Execute(request);
                    Console.WriteLine("  Retrieved exchange rate for created currency");

                    // get the base currency for the current org
                    var baseCurrencyName = 
                        (from currency in _context.TransactionCurrencySet
                         join org in _context.OrganizationSet 
                         on currency.Id equals org.BaseCurrencyId.Id
                         where org.Name == currentOrganizatoinUniqueName
                         select currency.CurrencyName).FirstOrDefault();
                    Console.WriteLine("  This organization's base currency is {0}",
                        baseCurrencyName);

                    Console.WriteLine(
                        "  The conversion from {0} -> {1} is {2}",
                        _currency.CurrencyName,
                        baseCurrencyName,
                        response.ExchangeRate);

                    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;
            }
        }

        private string GetCurrentOrganizationName(ServerConnection.Configuration serverConfig)
        {
            using (DiscoveryServiceProxy _discoveryProxy = new DiscoveryServiceProxy(serverConfig.DiscoveryUri,
                        serverConfig.HomeRealmUri, serverConfig.Credentials, serverConfig.DeviceCredentials))
            {
                RetrieveOrganizationsRequest orgsRequest =
                new RetrieveOrganizationsRequest()
                {
                    AccessType = EndpointAccessType.Default,
                    Release = OrganizationRelease.Current
                };
                RetrieveOrganizationsResponse organizations =
                    (RetrieveOrganizationsResponse)_discoveryProxy.Execute(orgsRequest);

                foreach (OrganizationDetail organization in organizations.Details)
                {
                    foreach (var endpoint in organization.Endpoints)
                    {
                        if (endpoint.Value.ToLowerInvariant() == serverConfig.OrganizationUri.ToString().ToLowerInvariant())
                            return organization.FriendlyName;
                    }
                }
            }
            return String.Empty;
        }

        #region Public Methods

        public void CreateRequiredRecords()
        {
            Console.WriteLine("  Creating currency 'Canadian Dollar'");
            // Create another currency
            _currency = new TransactionCurrency()
            {
                CurrencyName = "Canadian Dollar",
                CurrencyPrecision = 2,
                ExchangeRate = (decimal)0.9755,
                ISOCurrencyCode = "CAD", // Canadian Dollar currency code
                CurrencySymbol = "$"
            };
            _currency.Id = _serviceProxy.Create(_currency);
        }

        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(TransactionCurrency.EntityLogicalName,
                    _currency.Id);
                Console.WriteLine("Entity records have been deleted.");
            }
        }

        #endregion

        #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();

                TransactionCurrencyExchangeRate app = new TransactionCurrencyExchangeRate();
                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

RetrieveExchangeRateRequest
Entité Transaction Currency (devise)

Microsoft Dynamics 365

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