Amostra: Atribuir um gráfico a outro usuário
Publicado: janeiro de 2017
Aplicável a: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online
Este código de exemplo é para o Microsoft Dynamics 365 (online e local).Baixe o pacote do SDK do Microsoft Dynamics CRM. Pode ser encontrado no seguinte local no pacote de download:
SampleCode\CS\VisualizationsAndDashboards\AssignVisualizationToUser.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
Esta amostra mostra como atribuir uma visualização de propriedade do usuário para outro usuário utilizando a mensagem AssignRequest.
Exemplo
using System;
using System.Linq;
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 System.Xml.Linq;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;
using Microsoft.Xrm.Sdk.Discovery;
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;
using System.DirectoryServices;
using System.Threading;
namespace Microsoft.Crm.Sdk.Samples
{
public class AssignVisualizationToUser
{
#region Class Level Members
/// <summary>
/// Stores the organization service proxy.
/// </summary>
private OrganizationServiceProxy _serviceProxy;
// Define the IDs needed for this sample.
private Guid _userOwnedVisualizationId;
private Guid _accountId;
private Guid[] _opportunitiyIds;
private Guid _otherUserId;
#endregion Class Level Members
#region How To Sample Code
/// <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();
AssignRequest assignRequest = new AssignRequest
{
Assignee = new EntityReference
{
LogicalName = SystemUser.EntityLogicalName,
// Here we could assign the visualization to the newly created user
Id = _otherUserId
},
Target = new EntityReference
{
LogicalName = UserQueryVisualization.EntityLogicalName,
Id = _userOwnedVisualizationId
}
};
_serviceProxy.Execute(assignRequest);
Console.WriteLine("The user visualization has been assigned to Kevin Cook.");
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.
/// Creates the visualization.
/// </summary>
public void CreateRequiredRecords()
{
// Create a sample account
Account setupAccount = new Account { Name = "Sample Account" };
_accountId = _serviceProxy.Create(setupAccount);
Console.WriteLine("Created {0}.", setupAccount.Name);
// Create some oppotunity records for the visualization
Opportunity[] setupOpportunities = new Opportunity[]
{
new Opportunity
{
Name = "Sample Opp 01",
EstimatedValue = new Money(120000.00m),
ActualValue = new Money(100000.00m),
CustomerId = new EntityReference(Account.EntityLogicalName,
_accountId),
StepName = "Open"
},
new Opportunity
{
Name = "Sample Opp 02",
EstimatedValue = new Money(240000.00m),
ActualValue = new Money(200000.00m),
CustomerId = new EntityReference(Account.EntityLogicalName,
_accountId),
StepName = "Open"
},
new Opportunity
{
Name = "Sample Opp 03",
EstimatedValue = new Money(360000.00m),
ActualValue = new Money(300000.00m),
CustomerId = new EntityReference(Account.EntityLogicalName,
_accountId),
StepName = "Open"
},
new Opportunity
{
Name = "Sample Opp 04",
EstimatedValue = new Money(500000.00m),
ActualValue = new Money(500000.00m),
CustomerId = new EntityReference(Account.EntityLogicalName,
_accountId),
StepName = "Open"
},
new Opportunity
{
Name = "Sample Opp 05",
EstimatedValue = new Money(110000.00m),
ActualValue = new Money(60000.00m),
CustomerId = new EntityReference(Account.EntityLogicalName,
_accountId),
StepName = "Open"
},
new Opportunity
{
Name = "Sample Opp 06",
EstimatedValue = new Money(90000.00m),
ActualValue = new Money(70000.00m),
CustomerId = new EntityReference(Account.EntityLogicalName,
_accountId),
StepName = "Open"
},
new Opportunity
{
Name = "Sample Opp 07",
EstimatedValue = new Money(620000.00m),
ActualValue = new Money(480000.00m),
CustomerId = new EntityReference(Account.EntityLogicalName,
_accountId),
StepName = "Open"
},
new Opportunity
{
Name = "Sample Opp 08",
EstimatedValue = new Money(440000.00m),
ActualValue = new Money(400000.00m),
CustomerId = new EntityReference(Account.EntityLogicalName,
_accountId),
StepName = "Open"
},
new Opportunity
{
Name = "Sample Opp 09",
EstimatedValue = new Money(410000.00m),
ActualValue = new Money(400000.00m),
CustomerId = new EntityReference(Account.EntityLogicalName,
_accountId),
StepName = "Open"
},
new Opportunity
{
Name = "Sample Opp 10",
EstimatedValue = new Money(650000.00m),
ActualValue = new Money(650000.00m),
CustomerId = new EntityReference(Account.EntityLogicalName,
_accountId),
StepName = "Open"
}
};
_opportunitiyIds = (from opp in setupOpportunities
select _serviceProxy.Create(opp)).ToArray();
Console.WriteLine("Created few opportunity records for {0}.", setupAccount.Name);
// Create a visualization
// Set The presentation XML string.
string presentationXml = @"
<Chart Palette='BrightPastel'>
<Series>
<Series _Template_='All' ShadowOffset='2'
BorderColor='64, 64, 64' BorderDashStyle='Solid'
BorderWidth='1' IsValueShownAsLabel='true'
Font='Tahoma, 6.75pt, GdiCharSet=0'
LabelForeColor='100, 100, 100'
CustomProperties='FunnelLabelStyle=Outside'
ChartType='Funnel'>
<SmartLabelStyle Enabled='True' />
<Points />
</Series>
</Series>
<ChartAreas>
<ChartArea _Template_='All' BackColor='Transparent'
BorderColor='Transparent'
BorderDashStyle='Solid'>
<Area3DStyle Enable3D='True'
IsClustered='True'/>
</ChartArea>
</ChartAreas>
<Legends>
<Legend _Template_='All' Alignment='Center'
LegendStyle='Table' Docking='Bottom'
IsEquallySpacedItems='True' BackColor='White'
BorderColor='228, 228, 228' BorderWidth='0'
Font='Tahoma, 8pt, GdiCharSet=0'
ShadowColor='0, 0, 0, 0'
ForeColor='100, 100, 100'>
</Legend>
</Legends>
<Titles>
<Title _Template_='All'
Font='Tahoma, 9pt, style=Bold, GdiCharSet=0'
ForeColor='102, 102, 102'>
</Title>
</Titles>
<BorderSkin PageColor='Control'
BackColor='CornflowerBlue'
BackSecondaryColor='CornflowerBlue' />
</Chart>
";
// Set the data XML string.
string dataXml = @"
<datadefinition>
<fetchcollection>
<fetch mapping='logical' count='10'
aggregate='true'>
<entity name='opportunity'>
<attribute name='actualvalue_base'
aggregate='sum'
alias='sum_actualvalue_base' />
<attribute name='stepname' groupby='true'
alias='stepname' />
<order alias='stepname' descending='false'/>
</entity>
</fetch>
</fetchcollection>
<categorycollection>
<category>
<measurecollection>
<measure alias='sum_actualvalue_base'/>
</measurecollection>
</category>
</categorycollection>
</datadefinition>
";
// Create the visualization entity instance.
UserQueryVisualization newUserOwnedVisualization = new UserQueryVisualization
{
Name = "Sample User Visualization",
Description = "Sample user-owned visualization.",
PresentationDescription = presentationXml,
DataDescription = dataXml,
PrimaryEntityTypeCode = Opportunity.EntityLogicalName,
};
_userOwnedVisualizationId = _serviceProxy.Create(newUserOwnedVisualization);
Console.WriteLine("Created {0}.", newUserOwnedVisualization.Name);
// Create another user to whom the visualization will be assigned.
_otherUserId = SystemUserProvider.RetrieveSalesManager(_serviceProxy);
}
/// <summary>
/// Deletes the entity record that was created for this sample.
/// <param name="prompt">Indicates whether to prompt the user
/// to delete the entity 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)
{
// Delete action doesn't work on the UserQueryVisualization instance if it is assigned
// to a user other than current user.
// So as a workaround, we are impersonating the actual owner of
// the UserQueryVisualization instance to complete the delete action.
// To impersonate another user, set the OrganizationServiceProxy.CallerId
// property to the ID of the other user.
_serviceProxy.CallerId = _otherUserId;
_serviceProxy.Delete(UserQueryVisualization.EntityLogicalName, _userOwnedVisualizationId);
_serviceProxy.Delete(Account.EntityLogicalName, _accountId);
Console.WriteLine("Entity records 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();
AssignVisualizationToUser app = new AssignVisualizationToUser();
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
AssignRequest
Código auxiliar: Classe ServerConnection
Exibir dados com visualizações (gráficos)
Código exemplo para gráficos (visualizações)
Microsoft Dynamics 365
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