Sample: Retrieve an opportunity (early bound)
This sample code is for Dynamics 365 Sales. Download the Business Management samples.
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 Use the sample and helper code.
Demonstrates
This sample shows how to retrieve an opportunity and products related to the opportunity.
Example
using System;
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;
// 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 retrieve an opportunity with
/// related opportunity products.
/// </summary>
public class RetrieveOpportunity
{
#region Class Level Members
/// <summary>
/// Stores the organization service proxy.
/// </summary>
OrganizationServiceProxy _serviceProxy;
// Define the IDs needed for this sample.
public Guid _unitGroupId;
public Guid _defaultUnitId;
public Guid _product1Id;
public Guid _product2Id;
public Guid _discountTypeId;
public Guid _discountId;
public Guid _priceListId;
public Guid _priceListItem1Id;
public Guid _priceListItem2Id;
public Guid _accountId;
public Guid _opportunityId;
public Guid _opportunityProduct1Id;
public Guid _opportunityProduct2Id;
#endregion Class Level Members
#region How To Sample Code
/// <summary>
/// Create and configure the organization service proxy.
/// Initiate method to create any data that this sample requires.
/// Retrieve opportunity and opportunity products.
/// 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 Opportunity record.
Opportunity checkOpportunity = (Opportunity)_serviceProxy.Retrieve(
Opportunity.EntityLogicalName,
_opportunityId,
new ColumnSet("name"));
Console.WriteLine("Retrieved {0}", checkOpportunity.Name);
// Retrieve the related opportunity products
QueryExpression opportunityProductsQuery = new QueryExpression
{
EntityName = OpportunityProduct.EntityLogicalName,
ColumnSet = new ColumnSet("opportunityproductid", "volumediscountamount"),
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression
{
AttributeName = "opportunityid",
Operator = ConditionOperator.Equal,
Values = { _opportunityId }
}
}
}
};
DataCollection<Entity> opportunityProducts = _serviceProxy.RetrieveMultiple(
opportunityProductsQuery).Entities;
foreach (Entity entity in opportunityProducts)
{
OpportunityProduct opportunityProduct = (OpportunityProduct)entity;
Console.WriteLine("Retrieved Opportunity Product {0}",
opportunityProduct.OpportunityProductId.Value);
}
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 unit group.
/// Retrieve the default unit.
/// Create few products.
/// Create new discount list and discount.
/// Create new price list and few price list items.
/// Create an account record.
/// Create a new opportunity and few opportunity products.
/// </summary>
public void CreateRequiredRecords()
{
// Create a unit group
UoMSchedule newUnitGroup = new UoMSchedule
{
Name = "Example Unit Group",
BaseUoMName = "Example Primary Unit"
};
_unitGroupId = _serviceProxy.Create(newUnitGroup);
Console.WriteLine("Created {0}", newUnitGroup.Name);
// Retrieve the default unit id that was automatically created
// when we created the Unit Group
QueryExpression unitQuery = new QueryExpression
{
EntityName = UoM.EntityLogicalName,
ColumnSet = new ColumnSet("uomid", "name"),
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression
{
AttributeName = "uomscheduleid",
Operator = ConditionOperator.Equal,
Values = { _unitGroupId }
}
}
},
PageInfo = new PagingInfo
{
PageNumber = 1,
Count = 1
}
};
// Retrieve the unit.
UoM unit = (UoM)_serviceProxy.RetrieveMultiple(unitQuery).Entities[0];
_defaultUnitId = unit.UoMId.Value;
Console.WriteLine("Retrieved {0}", unit.Name);
// Create a few products
Product newProduct1 = new Product
{
ProductNumber = "1",
Name = "Example Product 1",
ProductStructure = new OptionSetValue(1),
QuantityDecimal = 2,
DefaultUoMScheduleId = new EntityReference(UoMSchedule.EntityLogicalName,
_unitGroupId),
DefaultUoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId)
};
_product1Id = _serviceProxy.Create(newProduct1);
Console.WriteLine("Created {0}", newProduct1.Name);
Product newProduct2 = new Product
{
ProductNumber = "2",
Name = "Example Product 2",
ProductStructure = new OptionSetValue(1),
QuantityDecimal = 3,
DefaultUoMScheduleId = new EntityReference(UoMSchedule.EntityLogicalName,
_unitGroupId),
DefaultUoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId)
};
_product2Id = _serviceProxy.Create(newProduct2);
Console.WriteLine("Created {0}", newProduct2.Name);
// Create a new discount list
DiscountType newDiscountType = new DiscountType
{
Name = "Example Discount List",
IsAmountType = false
};
_discountTypeId = _serviceProxy.Create(newDiscountType);
Console.WriteLine("Created {0}", newDiscountType.Name);
// Create a new discount
Discount newDiscount = new Discount
{
DiscountTypeId = new EntityReference(DiscountType.EntityLogicalName,
_discountTypeId),
LowQuantity = 5,
HighQuantity = 10,
Percentage = 3
};
_discountId = _serviceProxy.Create(newDiscount);
Console.WriteLine("Created new discount for the {0}.", newDiscountType.Name);
// Create a price list
PriceLevel newPriceList = new PriceLevel
{
Name = "Example Price List"
};
_priceListId = _serviceProxy.Create(newPriceList);
Console.WriteLine("Created {0}", newPriceList.Name);
// Create a price list item for the first product and apply volume discount
ProductPriceLevel newPriceListItem1 = new ProductPriceLevel
{
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName, _priceListId),
ProductId = new EntityReference(Product.EntityLogicalName, _product1Id),
UoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId),
Amount = new Money(20),
DiscountTypeId = new EntityReference(DiscountType.EntityLogicalName,
_discountTypeId)
};
_priceListItem1Id = _serviceProxy.Create(newPriceListItem1);
Console.WriteLine(@"Created price list item for the {0} and applied
volume discount.", newProduct1.Name);
// Create a price list item for the second product
ProductPriceLevel newPriceListItem2 = new ProductPriceLevel
{
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName, _priceListId),
ProductId = new EntityReference(Product.EntityLogicalName, _product2Id),
UoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId),
Amount = new Money(20)
};
_priceListItem2Id = _serviceProxy.Create(newPriceListItem2);
Console.WriteLine("Created price list item for the {0}.", newProduct1.Name);
//Publish Product1
SetStateRequest publishRequest1 = new SetStateRequest
{
EntityMoniker = new EntityReference(Product.EntityLogicalName, _product1Id),
State = new OptionSetValue((int)ProductState.Active),
Status = new OptionSetValue(1)
};
_serviceProxy.Execute(publishRequest1);
//Publish Product2
SetStateRequest publishRequest2 = new SetStateRequest
{
EntityMoniker = new EntityReference(Product.EntityLogicalName, _product2Id),
State = new OptionSetValue((int)ProductState.Active),
Status = new OptionSetValue(1)
};
_serviceProxy.Execute(publishRequest2);
Console.WriteLine("Published both the products");
// Create an account record for the opporutnity's potential customerid
Account newAccount = new Account
{
Name = "Example Account"
};
_accountId = _serviceProxy.Create(newAccount);
Console.WriteLine("Created {0}", newAccount.Name);
// Create a new opportunity
Opportunity newOpportunity = new Opportunity
{
Name = "Example Opportunity",
CustomerId = new EntityReference(Account.EntityLogicalName,
_accountId),
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName,
_priceListId)
};
_opportunityId = _serviceProxy.Create(newOpportunity);
Console.WriteLine("Created {0}.", newOpportunity.Name);
// Create some opportunity products
OpportunityProduct newOpportunityProduct1 = new OpportunityProduct
{
OpportunityId = new EntityReference(Opportunity.EntityLogicalName,
_opportunityId),
ProductId = new EntityReference(Product.EntityLogicalName,
_product1Id),
UoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId),
Quantity = 8
};
_opportunityProduct1Id = _serviceProxy.Create(newOpportunityProduct1);
OpportunityProduct newOpportunityProduct2 = new OpportunityProduct
{
OpportunityId = new EntityReference(Opportunity.EntityLogicalName,
_opportunityId),
ProductId = new EntityReference(Product.EntityLogicalName,
_product2Id),
UoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId),
Quantity = 1
};
_opportunityProduct2Id = _serviceProxy.Create(
newOpportunityProduct2);
Console.WriteLine("Created few opportunity products.");
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 deleted? (y/n)");
String answer = Console.ReadLine();
deleteRecords = (answer.StartsWith("y") || answer.StartsWith("Y"));
}
if (deleteRecords)
{
_serviceProxy.Delete("opportunityproduct", _opportunityProduct1Id);
_serviceProxy.Delete("opportunityproduct", _opportunityProduct2Id);
_serviceProxy.Delete("opportunity", _opportunityId);
_serviceProxy.Delete("account", _accountId);
_serviceProxy.Delete("productpricelevel", _priceListItem1Id);
_serviceProxy.Delete("productpricelevel", _priceListItem2Id);
_serviceProxy.Delete("pricelevel", _priceListId);
_serviceProxy.Delete("product", _product1Id);
_serviceProxy.Delete("product", _product2Id);
_serviceProxy.Delete("discount", _discountId);
_serviceProxy.Delete("discounttype", _discountTypeId);
_serviceProxy.Delete("uomschedule", _unitGroupId);
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();
RetrieveOpportunity app = new RetrieveOpportunity();
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
}
}
Related information
Opportunity Tables
Sample: Convert an Opportunity to a Quote (Early Bound)