Voorbeeld: Een record delen met een toegangteam
Gepubliceerd: januari 2017
Is van toepassing op: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online
Deze voorbeeldcode is voor Microsoft Dynamics 365 (online en on-premises).Download het Microsoft Dynamics CRM SDK-pakket. U vindt deze op de volgende locatie in het download-pakket:
SampleCode\CS\GeneralProgramming\EarlyBound\CreateAndShareAccessTeam.cs
Vereisten
Voor meer informatie over de vereisten voor het uitvoeren van de voorbeeldcode in deze SDK, zie Het voorbeeld en de helpercode gebruiken.
Demonstreert
Dit voorbeeld toont hoe u toegang tot een record toestaat met behulp van een toegangsteam. Alle leden van het team krijgen dezelfde toegang tot de record als het team.
Voorbeeld
using System;
using System.Collections.Generic;
using System.ServiceModel;
// These namespaces are found in the Microsoft.Xrm.Sdk.dll assembly.
using Microsoft.Crm.Sdk.Messages;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Client;
namespace Microsoft.Crm.Sdk.Samples
{
/// <summary>
/// Demonstrates creating an access team and granting that team privileges to
/// access an account record. All members of that team receive access to that record.
///
/// At run-time, you will be given the option to delete all the
/// database records created by this program.
/// </summary>
/// <remarks>Important messages used in this sample:
/// AddMembersTeam, RemoveMembersTeam, GrantAccessRequest.</remarks>
public class CreateAndShareAccessTeam
{
#region Class Level Members
/// <summary>
/// Stores the organization service interface.
/// </summary>
private OrganizationServiceProxy _serviceProxy;
// Define the IDs needed for this sample.
private Guid _accountId;
private Guid _teamId;
private Guid _currentUserId;
// System users in the team.
public List<Guid> salesPersons;
#endregion Class Level Members
#region How To Sample Code
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))
{
String ldapPath = String.Empty;
Guid businessUnitId;
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
// Call this method to create any data that this sample requires.
CreateRequiredRecords();
// Retrieve the sales people that will be added to the team.
salesPersons = SystemUserProvider.RetrieveSalespersons(_serviceProxy, ref ldapPath);
// Get the ID's of the current user and business unit.
var who = new WhoAmIRequest();
var whoResponse = (WhoAmIResponse)_serviceProxy.Execute(who);
_currentUserId = whoResponse.UserId;
businessUnitId = whoResponse.BusinessUnitId;
// Create a access team.
var team = new Team
{
AdministratorId = new EntityReference(
"systemuser", _currentUserId),
Name = "UserAccess Test Team",
BusinessUnitId = new EntityReference(
"businessunit", businessUnitId),
TeamType = new OptionSetValue((int)TeamTeamType.Access),
};
_teamId = _serviceProxy.Create(team);
Console.WriteLine("Created an access team named '{0}'.", team.Name);
// Add two sales people to the access team.
var addToTeamRequest = new AddMembersTeamRequest
{
TeamId = _teamId,
MemberIds = new[] { salesPersons[0], salesPersons[1] }
};
_serviceProxy.Execute(addToTeamRequest);
Console.WriteLine("Added two sales people to the team.");
// Grant the team read/write access to an account.
var accountReference = new EntityReference(Account.EntityLogicalName, _accountId);
var teamReference = new EntityReference(Team.EntityLogicalName, _teamId);
var grantAccessRequest = new GrantAccessRequest
{
PrincipalAccess = new PrincipalAccess
{
AccessMask = AccessRights.ReadAccess | AccessRights.WriteAccess,
Principal = teamReference
},
Target = accountReference
};
_serviceProxy.Execute(grantAccessRequest);
Console.WriteLine("Granted read/write access on the account record to the team.");
// Retrieve and display access information for the account.
RetrieveAndDisplayEntityAccess(accountReference);
// Display the account access for the team and its members.
var currentUserReference = new EntityReference(
SystemUser.EntityLogicalName, _currentUserId);
RetrieveAndDisplayPrincipalAccess(accountReference, currentUserReference,
"Current User");
var firstSalesPersonReference = new EntityReference(
SystemUser.EntityLogicalName, salesPersons[0]);
RetrieveAndDisplayPrincipalAccess(accountReference, firstSalesPersonReference,
"Sales Person");
var secondSalesPersonReference = new EntityReference(
SystemUser.EntityLogicalName, salesPersons[1]);
RetrieveAndDisplayPrincipalAccess(accountReference, secondSalesPersonReference,
"Sales Person");
// Delete all records created by this sample.
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>
/// Retrieve and display entity access information.
/// </summary>
/// <param name="entityReference"></param>
private void RetrieveAndDisplayEntityAccess(EntityReference entityReference)
{
var accessRequest = new RetrieveSharedPrincipalsAndAccessRequest
{
Target = entityReference
};
// The RetrieveSharedPrincipalsAndAccessResponse returns an entity reference
// that has a LogicalName of "user" when returning access information for a
// team.
var accessResponse = (RetrieveSharedPrincipalsAndAccessResponse)
_serviceProxy.Execute(accessRequest);
Console.WriteLine("The following have the specified granted access to the entity.");
foreach (var principalAccess in accessResponse.PrincipalAccesses)
{
Console.WriteLine("\t{0}:\r\n\t\t{1}",
String.Format("{0} with GUID {1}", principalAccess.Principal.LogicalName,
principalAccess.Principal.Id), principalAccess.AccessMask);
}
Console.WriteLine();
}
/// <summary>
/// Retrives and display principal access information.
/// </summary>
/// <param name="entityReference"></param>
/// <param name="principal"></param>
/// <param name="additionalIdentifier"></param>
private void RetrieveAndDisplayPrincipalAccess(EntityReference entityReference,
EntityReference principal, String additionalIdentifier)
{
var principalAccessReq = new RetrievePrincipalAccessRequest
{
Principal = principal,
Target = entityReference
};
var principalAccessRes = (RetrievePrincipalAccessResponse)
_serviceProxy.Execute(principalAccessReq);
Console.WriteLine("Access rights of {0} ({1}) on the entity: {2}\r\n",
String.Format("{0} with GUID {1}", principal.LogicalName,
principal.Id), additionalIdentifier,
principalAccessRes.AccessRights);
}
/// <summary>
/// Create any entity records that this sample requires.
/// </summary>
public void CreateRequiredRecords()
{
// Create an account named Fourth Coffee.
Account testAccount = new Account
{
Name = "Fourth Coffee"
};
_accountId = _serviceProxy.Create(testAccount);
Console.WriteLine("Created an account named '{0}'.", testAccount.Name);
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 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)
{
// Remove all the users from the team before deleting the team.
var deleteFromTeamRequest = new RemoveMembersTeamRequest
{
TeamId = _teamId,
MemberIds = new[] { _currentUserId, salesPersons[0], salesPersons[1] }
};
_serviceProxy.Execute(deleteFromTeamRequest);
// Delete records created in this sample.
_serviceProxy.Delete(Account.EntityLogicalName, _accountId);
_serviceProxy.Delete(Team.EntityLogicalName, _teamId);
Console.WriteLine("Entity record(s) have been deleted.");
}
}
#endregion How To Sample Code
#region Main
/// <summary>
/// Main. Runs the sample and provides error output.
/// <param name="args">Array of arguments to Main method.</param>
/// </summary>
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();
CreateAndShareAccessTeam app = new CreateAndShareAccessTeam();
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
}
}
Zie ook
GrantAccessRequest
Gebruiker- en teamentiteiten
Delen
Voorbeeld: Records delen die de berichten GrantAccess, ModifyAccess en RevokeAccess gebruiken
Microsoft Dynamics 365
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