Amostra: Criar e atualizar metadados da entidade
Publicado: novembro de 2016
Aplicável a: Dynamics CRM 2015
Este código de exemplo é para o Atualização do Microsoft Dynamics CRM 2015 e Microsoft Dynamics CRM Online 2015.Baixe o pacote do SDK do Microsoft Dynamics CRM. Pode ser encontrado no seguinte local no pacote de download:
SampleCode\CS\Metadata\Entities\CreateUpdateEntityMetadata.cs
Requisitos
Para obter mais informações sobre os requisitos necessários à execução do código de exemplo fornecido neste SDK, consulte Usar o código de exemplo e auxiliar.
Demonstra
Este exemplo mostra como criar uma entidade personalizada usando a mensagem CreateEntityRequest. Também usa o CreateAttributeRequest para adicionar vários tipos diferentes atributos da entidade.
Exemplo
using System;
using System.ServiceModel;
using System.ServiceModel.Description;
using System.Diagnostics;
using System.Xml.Linq;
// 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;
using Microsoft.Xrm.Sdk.Metadata;
// 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
{
public class CreateUpdateEntityMetadata
{
#region Class Level Members
/// <summary>
/// Stores the organization service proxy.
/// </summary>
private OrganizationServiceProxy _serviceProxy;
private const String _customEntityName = "new_bankaccount";
#endregion Class Level Members
#region How To Sample Code
/// <summary>
/// Create a custom entity.
/// Update the custom entity.
/// Optionally delete the custom entity.
/// </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();
// Create the custom entity.
CreateEntityRequest createrequest = new CreateEntityRequest
{
//Define the entity
Entity = new EntityMetadata
{
SchemaName = _customEntityName,
DisplayName = new Label("Bank Account", 1033),
DisplayCollectionName = new Label("Bank Accounts", 1033),
Description = new Label("An entity to store information about customer bank accounts", 1033),
OwnershipType = OwnershipTypes.UserOwned,
IsActivity = false,
},
// Define the primary attribute for the entity
PrimaryAttribute = new StringAttributeMetadata
{
SchemaName = "new_accountname",
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
MaxLength = 100,
FormatName = StringFormatName.Text,
DisplayName = new Label("Account Name", 1033),
Description = new Label("The primary attribute for the Bank Account entity.", 1033)
}
};
_serviceProxy.Execute(createrequest);
Console.WriteLine("The bank account entity has been created.");
// Add some attributes to the Bank Account entity
CreateAttributeRequest createBankNameAttributeRequest = new CreateAttributeRequest
{
EntityName = _customEntityName,
Attribute = new StringAttributeMetadata
{
SchemaName = "new_bankname",
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
MaxLength = 100,
FormatName = StringFormatName.Text,
DisplayName = new Label("Bank Name", 1033),
Description = new Label("The name of the bank.", 1033)
}
};
_serviceProxy.Execute(createBankNameAttributeRequest);
Console.WriteLine("An bank name attribute has been added to the bank account entity.");
CreateAttributeRequest createBalanceAttributeRequest = new CreateAttributeRequest
{
EntityName = _customEntityName,
Attribute = new MoneyAttributeMetadata
{
SchemaName = "new_balance",
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
PrecisionSource = 2,
DisplayName = new Label("Balance", 1033),
Description = new Label("Account Balance at the last known date", 1033),
}
};
_serviceProxy.Execute(createBalanceAttributeRequest);
Console.WriteLine("An account balance attribute has been added to the bank account entity.");
CreateAttributeRequest createCheckedDateRequest = new CreateAttributeRequest
{
EntityName = _customEntityName,
Attribute = new DateTimeAttributeMetadata
{
SchemaName = "new_checkeddate",
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
Format = DateTimeFormat.DateOnly,
DisplayName = new Label("Date", 1033),
Description = new Label("The date the account balance was last confirmed", 1033)
}
};
_serviceProxy.Execute(createCheckedDateRequest);
Console.WriteLine("An date attribute has been added to the bank account entity.");
//Create a lookup attribute to link the bank account with a contact record.
CreateOneToManyRequest req = new CreateOneToManyRequest()
{
Lookup = new LookupAttributeMetadata()
{
Description = new Label("The owner of the bank account", 1033),
DisplayName = new Label("Account Owner", 1033),
LogicalName = "new_parent_contactid",
SchemaName = "New_Parent_ContactId",
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.ApplicationRequired)
},
OneToManyRelationship = new OneToManyRelationshipMetadata()
{
AssociatedMenuConfiguration = new AssociatedMenuConfiguration()
{
Behavior = AssociatedMenuBehavior.UseCollectionName,
Group = AssociatedMenuGroup.Details,
Label = new Label("Bank Accounts", 1033),
Order = 10000
},
CascadeConfiguration = new CascadeConfiguration()
{
Assign = CascadeType.Cascade,
Delete = CascadeType.Cascade,
Merge = CascadeType.Cascade,
Reparent = CascadeType.Cascade,
Share = CascadeType.Cascade,
Unshare = CascadeType.Cascade
},
ReferencedEntity = Contact.EntityLogicalName,
ReferencedAttribute = "contactid",
ReferencingEntity = _customEntityName,
SchemaName = "new_contact_new_bankaccount"
}
};
_serviceProxy.Execute(req);
Console.WriteLine("A lookup attribute has been added to the bank account entity to link it with the Contact entity.");
//Create an Image attribute for the custom entity
// Only one Image attribute can be added to an entity that doesn't already have one.
CreateAttributeRequest createEntityImageRequest = new CreateAttributeRequest
{
EntityName = _customEntityName,
Attribute = new ImageAttributeMetadata
{
SchemaName = "EntityImage", //The name is always EntityImage
RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
DisplayName = new Label("Image", 1033),
Description = new Label("An image to represent the bank account.", 1033)
}
};
_serviceProxy.Execute(createEntityImageRequest);
Console.WriteLine("An image attribute has been added to the bank account entity.");
RetrieveEntityRequest retrieveBankAccountEntityRequest = new RetrieveEntityRequest
{
EntityFilters = EntityFilters.Entity,
LogicalName = _customEntityName
};
RetrieveEntityResponse retrieveBankAccountEntityResponse = (RetrieveEntityResponse)_serviceProxy.Execute(retrieveBankAccountEntityRequest);
EntityMetadata BankAccountEntity = retrieveBankAccountEntityResponse.EntityMetadata;
// Disable Mail merge
BankAccountEntity.IsMailMergeEnabled = new BooleanManagedProperty(false);
// Enable Notes
UpdateEntityRequest updateBankAccountRequest = new UpdateEntityRequest
{
Entity = BankAccountEntity,
HasNotes = true
};
_serviceProxy.Execute(updateBankAccountRequest);
Console.WriteLine("The bank account entity has been updated");
//Update the entity form so the new fields are visible
UpdateEntityForm(_customEntityName);
// Customizations must be published after an entity is updated.
PublishAllXmlRequest publishRequest = new PublishAllXmlRequest();
_serviceProxy.Execute(publishRequest);
Console.WriteLine("Customizations were published.");
//Provides option to view the entity in the default solution
ShowEntityInBrowser(promptForDelete, BankAccountEntity);
//Provides option to view the entity form with the fields added
ShowEntityFormInBrowser(promptForDelete, BankAccountEntity);
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>
/// Deletes the custom entity that was 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 deleteEntity = true;
if (prompt)
{
Console.WriteLine("\nDo you want this custom entity deleted? (y/n)");
String answer = Console.ReadLine();
deleteEntity = (answer.StartsWith("y") || answer.StartsWith("Y"));
}
if (deleteEntity)
{
DeleteEntityRequest request = new DeleteEntityRequest()
{
LogicalName = _customEntityName,
};
_serviceProxy.Execute(request);
Console.WriteLine("The records have been deleted.");
}
}
public void ShowEntityInBrowser(bool prompt, EntityMetadata BankAccountEntity)
{
if (prompt)
{
Console.WriteLine("\nDo you want to view this custom entity in the default solution? (y/n)");
String answer = Console.ReadLine();
if (answer.StartsWith("y") || answer.StartsWith("Y"))
{
try
{
String webServiceURL = _serviceProxy.EndpointSwitch.PrimaryEndpoint.AbsoluteUri;
String entityInDefaultSolutionUrl = webServiceURL.Replace("XRMServices/2011/Organization.svc",
String.Format("tools/solution/edit.aspx?def_category=9801&def_type={0}&id=%7bFD140AAF-4DF4-11DD-BD17-0019B9312238%7d", BankAccountEntity.ObjectTypeCode));
ProcessStartInfo browserProcess = new ProcessStartInfo("iexplore.exe");
browserProcess.Arguments = entityInDefaultSolutionUrl;
Process.Start(browserProcess);
}
catch (SystemException)
{
Console.WriteLine("\nThere was a problem opening Internet Explorer.");
}
}
}
}
public void ShowEntityFormInBrowser(bool prompt, EntityMetadata BankAccountEntity)
{
if (prompt)
{
Console.WriteLine("\nDo you want to view the form for this entity? (y/n)");
String viewFormAnswer = Console.ReadLine();
if (viewFormAnswer.StartsWith("y") || viewFormAnswer.StartsWith("Y"))
{
try
{
String webServiceURL = _serviceProxy.EndpointSwitch.PrimaryEndpoint.AbsoluteUri;
String entityInDefaultSolutionUrl = webServiceURL.Replace("XRMServices/2011/Organization.svc",
String.Format("main.aspx?etn={0}&pagetype=entityrecord", BankAccountEntity.LogicalName));
ProcessStartInfo browserProcess = new ProcessStartInfo("iexplore.exe");
browserProcess.Arguments = entityInDefaultSolutionUrl;
Process.Start(browserProcess);
}
catch (SystemException)
{
Console.WriteLine("\nThere was a problem opening Internet Explorer.");
}
}
}
}
/// <summary>
/// Updates the formXml to add a new tab containing the fields added by this sample.
/// <param name="entityLogicalName">The logical name of the new_bankaccount entity used in this sample</param>
/// </summary>
public void UpdateEntityForm(String entityLogicalName)
{
QueryExpression qe = new QueryExpression("systemform");
qe.Criteria.AddCondition("type", ConditionOperator.Equal, 2); //main form
qe.Criteria.AddCondition("objecttypecode", ConditionOperator.Equal, entityLogicalName); //for new_bankaccount entity
qe.ColumnSet.AddColumn("formxml");
//Retrieve the first main entity form for this entity
SystemForm bankAccountMainForm = (SystemForm)_serviceProxy.RetrieveMultiple(qe).Entities[0];
XDocument bankAccountFormXml = XDocument.Parse(bankAccountMainForm.FormXml);
//Set the showImage attribute so the entity image will be displayed
bankAccountFormXml.Root.SetAttributeValue("showImage", true);
// Definition of a custom tab containing the custom attributes created in this sample
String formTabXmlString = @"<tab name=""custom_attributes""
id=""{824792c4-ea85-1504-40e2-b780b26dc6ab}""
IsUserDefined=""0""
locklevel=""0""
showlabel=""true""
expanded=""true"">
<labels>
<label description=""Custom Attributes""
languagecode=""1033"" />
</labels>
<columns>
<column width=""100%"">
<sections>
<section name=""custom_section""
showlabel=""false""
showbar=""false""
locklevel=""0""
id=""{9bda81ec-e41b-7a4d-08b4-4536c5862ce1}""
IsUserDefined=""0""
layout=""varwidth""
columns=""1""
labelwidth=""115""
celllabelalignment=""Left""
celllabelposition=""Left"">
<labels>
<label description=""Section""
languagecode=""1033"" />
</labels>
<rows>
<row>
<cell id=""{04b95931-78c7-6913-a005-922d20e521b7}""
showlabel=""true""
locklevel=""0"">
<labels>
<label description=""Account Owner""
languagecode=""1033"" />
</labels>
<control id=""new_parent_contactid""
classid=""{270BD3DB-D9AF-4782-9025-509E298DEC0A}""
datafieldname=""new_parent_contactid""
disabled=""false"" />
</cell>
</row>
<row>
<cell id=""{6e5975d3-64b5-14eb-00e4-064e3dd298b9}""
showlabel=""true""
locklevel=""0"">
<labels>
<label description=""Bank Name""
languagecode=""1033"" />
</labels>
<control id=""new_bankname""
classid=""{4273EDBD-AC1D-40d3-9FB2-095C621B552D}""
datafieldname=""new_bankname""
disabled=""false"" />
</cell>
</row>
<row>
<cell id=""{3b436dba-6156-42e9-697b-e275d373505b}""
showlabel=""true""
locklevel=""0"">
<labels>
<label description=""Balance""
languagecode=""1033"" />
</labels>
<control id=""new_balance""
classid=""{533B9E00-756B-4312-95A0-DC888637AC78}""
datafieldname=""new_balance""
disabled=""false"" />
</cell>
</row>
<row>
<cell id=""{0e9a3d8a-bd69-71ad-4ca4-2dcd10858719}""
showlabel=""true""
locklevel=""0"">
<labels>
<label description=""Date""
languagecode=""1033"" />
</labels>
<control id=""new_checkeddate""
classid=""{5B773807-9FB2-42db-97C3-7A91EFF8ADFF}""
datafieldname=""new_checkeddate""
disabled=""false"" />
</cell>
</row>
</rows>
</section>
</sections>
</column>
</columns>
</tab>";
XDocument formTabXml = XDocument.Parse(formTabXmlString);
//Adding this tab to the tabs element
bankAccountFormXml.Root.Element("tabs").Add(formTabXml.Root);
//Updateing the entity form definition
bankAccountMainForm.FormXml = bankAccountFormXml.ToString();
//saving the bank account form
_serviceProxy.Update(bankAccountMainForm);
}
#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();
CreateUpdateEntityMetadata app = new CreateUpdateEntityMetadata();
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
}
}
Confira Também
RetrieveAllEntitiesRequest
RetrieveAllEntitiesResponse
Personalizar metadados da entidade
Exemplo: Criar uma entidade personalizada de atividade
Estender o modelo de metadados
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