Sample: Assign a record to a team
Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online
This sample code is for Microsoft Dynamics 365 (online & on-premises). Download the Microsoft Dynamics CRM SDK package. It can be found in the following location in the download package:
SampleCode\CS\GeneralProgramming\EarlyBound\AssignRecordToTeam.cs
Requirements
For more information about the requirements for running the sample code provided in this SDK, see Use the sample and helper code.
Demonstrates
This sample shows how to assign a record to a team by using the AssignRequest message.
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.Query;
using Microsoft.Xrm.Sdk.Discovery;
using Microsoft.Xrm.Sdk.Client;
using Microsoft.Crm.Sdk.Messages;
namespace Microsoft.Crm.Sdk.Samples
{
/// <summary>
/// Demonstrates how to assign a record to a team.
/// If you want to run this sample repeatedly, you have the option to
/// delete all the records created at the end of execution.
/// </summary>
public class AssignRecordToTeam
{
#region Class Level Members
/// <summary>
/// Stores the organization service interface.
/// </summary>
private OrganizationServiceProxy _serviceProxy;
private IOrganizationService _service;
// Define the IDs needed for this sample.
public Guid _accountId;
public Guid _teamId;
public Guid _roleId;
#endregion Class Level Members
#region How To Sample Code
/// <summary>
/// Create and configure the organization service proxy.
/// Create a team, an account and a role.
/// Add read account privileges to the role.
/// Assign the role to the team so that they can read the account.
/// Assign the account to the team.
/// Optionally delete the account, team and role records.
/// <para name="organizationFriendlyName">The friendly name of
/// the target organization.</para>
/// <para name="discoveryServer">The name of the discovery server.</para>
/// <param name="promptForDelete">Indicates whether to prompt the user
/// to delete the records created in this sample.</param>
/// </summary>
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();
_service = (IOrganizationService)_serviceProxy;
// Call the method to create any data that this sample requires.
CreateRequiredRecords();
// Assign the account to a team.
AssignRequest assignRequest = new AssignRequest()
{
Assignee = new EntityReference
{
LogicalName = Team.EntityLogicalName,
Id = _teamId
},
Target = new EntityReference(Account.EntityLogicalName, _accountId)
};
_service.Execute(assignRequest);
Console.WriteLine("The account is owned by the team.");
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 team, an account and a role.
/// Add read account privileges to the role.
/// Assign the role to the team so that they can read the account.
/// Assign the account to the team.
/// </summary>
public void CreateRequiredRecords()
{
// Instantiate an account entity record and set its property values.
// See the Entity Metadata topic in the SDK documentation to determine
// which attributes must be set for each entity.
Account setupAccount = new Account
{
Name = "Example Account"
};
// Create the account record.
_accountId = _service.Create(setupAccount);
Console.WriteLine("Created {0}", setupAccount.Name);
// Retrieve the default business unit needed to create the team and role.
QueryExpression queryDefaultBusinessUnit = new QueryExpression
{
EntityName = BusinessUnit.EntityLogicalName,
ColumnSet = new ColumnSet("businessunitid" ),
Criteria = new FilterExpression()
};
queryDefaultBusinessUnit.Criteria.AddCondition("parentbusinessunitid",
ConditionOperator.Null);
BusinessUnit defaultBusinessUnit = (BusinessUnit)_service.RetrieveMultiple(
queryDefaultBusinessUnit).Entities[0];
// Instantiate a team entity record and set its property values.
// See the Entity Metadata topic in the SDK documentation to determine
// which attributes must be set for each entity.
Team setupTeam = new Team
{
Name = "Example Team",
BusinessUnitId = new EntityReference(BusinessUnit.EntityLogicalName,
defaultBusinessUnit.Id)
};
// Create a team record.
_teamId = _service.Create(setupTeam);
Console.WriteLine("Created {0}", setupTeam.Name);
// Instantiate a role entity record and set its property values.
// See the Entity Metadata topic in the SDK documentation to determine
// which attributes must be set for each entity.
Role setupRole = new Role
{
Name = "Example Role",
BusinessUnitId = new EntityReference(BusinessUnit.EntityLogicalName,
defaultBusinessUnit.Id)
};
// Create a role record. Typically you would use an existing role that has the
// the correct privileges. For this sample we need to be sure the role has
// at least the privilege to read account records.
_roleId = _service.Create(setupRole);
Console.WriteLine("Created {0}", setupRole.Name);
// Create a query expression to find the prvReadAccountPrivilege.
QueryExpression queryReadAccountPrivilege = new QueryExpression
{
EntityName = Privilege.EntityLogicalName,
ColumnSet = new ColumnSet("privilegeid", "name"),
Criteria = new FilterExpression()
};
queryReadAccountPrivilege.Criteria.AddCondition("name",
ConditionOperator.Equal, "prvReadAccount");
// Retrieve the prvReadAccount privilege.
Entity readAccountPrivilege = _service.RetrieveMultiple(
queryReadAccountPrivilege)[0];
Console.WriteLine("Retrieved {0}", readAccountPrivilege.Attributes["name"]);
// Add the prvReadAccount privilege to the example roles to assure the
// team can read accounts.
AddPrivilegesRoleRequest addPrivilegesRequest = new AddPrivilegesRoleRequest
{
RoleId = _roleId,
Privileges = new[]
{
// Grant prvReadAccount privilege.
new RolePrivilege
{
PrivilegeId = readAccountPrivilege.Id
}
}
};
_service.Execute(addPrivilegesRequest);
Console.WriteLine("Added privilege to role");
// Add the role to the team.
_service.Associate(
Team.EntityLogicalName,
_teamId,
new Relationship("teamroles_association"),
new EntityReferenceCollection() { new EntityReference(Role.EntityLogicalName, _roleId) });
Console.WriteLine("Assigned team to role");
// It takes some time for the privileges to propagate to the team. Delay the
// application until the privilege has been assigned.
bool teamLacksPrivilege = true;
while (teamLacksPrivilege)
{
RetrieveTeamPrivilegesRequest retrieveTeamPrivilegesRequest =
new RetrieveTeamPrivilegesRequest
{
TeamId = _teamId
};
RetrieveTeamPrivilegesResponse retrieveTeamPrivilegesResponse =
(RetrieveTeamPrivilegesResponse)_service.Execute(
retrieveTeamPrivilegesRequest);
foreach (RolePrivilege rp in
retrieveTeamPrivilegesResponse.RolePrivileges)
{
if (rp.PrivilegeId == readAccountPrivilege.Id)
{
teamLacksPrivilege = false;
break;
}
else
{
System.Threading.Thread.CurrentThread.Join(500);
}
}
}
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)
{
_service.Delete("account", _accountId);
_service.Delete("team", _teamId);
_service.Delete("role", _roleId);
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();
AssignRecordToTeam app = new AssignRecordToTeam();
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
}
}
See Also
AssignRequest
Entity ownership
Assign
User and team entities
Introduction to entities in Microsoft Dynamics 365
Sample: Share records using GrantAccess, ModifyAccess and RevokeAccess messages
Microsoft Dynamics 365
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