Sample: Remove a role for a user
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\BusinessDataModel\UsersAndRoles\RemoveRoleFromUser.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 disassociate a role from a user by using the IOrganizationService.Disassociate method. A snippet showing just the key sections of the sample is shown first, followed by the Complete Sample Code. Note that this sample can only be run in an on-premises environment because it creates a user. However, the section of the sample that demonstrates disassociating a role from a user will work for all environments.
Example
// Connect to the Organization service.
// The using statement assures that the service proxy is properly disposed.
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,serverConfig.Credentials, serverConfig.DeviceCredentials))
{
_serviceProxy.EnableProxyTypes();
CreateRequiredRecords();
// Retrieve a user.
SystemUser user = _serviceProxy.Retrieve(SystemUser.EntityLogicalName,
_userId, new ColumnSet(new String[] { "systemuserid", "firstname", "lastname" })).ToEntity<SystemUser>();
if (user != null)
{
Console.WriteLine("{1} {0} user account is retrieved.", user.FirstName, user.LastName);
// Find the role.
QueryExpression query = new QueryExpression
{
EntityName = "role",
ColumnSet = new ColumnSet("roleid"),
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression
{
AttributeName = "name",
Operator = ConditionOperator.Equal,
Values = {_givenRole}
}
}
}
};
// Get the role.
EntityCollection roles = _serviceProxy.RetrieveMultiple(query);
// Disassociate the role.
if (roles.Entities.Count > 0)
{
Role salesRole = _serviceProxy.RetrieveMultiple(query).Entities[0].ToEntity<Role>();
Console.WriteLine("Role {0} is retrieved.", _givenRole);
_serviceProxy.Disassociate(
"systemuser",
user.Id,
new Relationship("systemuserroles_association"),
new EntityReferenceCollection() { new EntityReference("role", salesRole.Id) });
Console.WriteLine("Role {0} is disassociated from user {1} {2}.", _givenRole, user.FirstName, user.LastName);
}
}
}
Complete sample code
using System;
using System.ServiceModel;
using System.ServiceModel.Description;
// These namespaces are found in the Microsoft.Xrm.Sdk.dll assembly
// located in the SDK\bin folder of the SDK download.
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;
using Microsoft.Xrm.Sdk.Client;
using Microsoft.Crm.Sdk.Messages;
namespace Microsoft.Crm.Sdk.Samples
{
/// <summary>
/// Demonstrates how to do basic role association with the system user.
/// </summary>
/// <remarks>
/// At run-time, you will be given the option to revert the role
/// association created by this program.</remarks>
public class RemoveRoleFromUser
{
#region Class Level Members
// Define the IDs needed for this sample.
private Guid _userId;
private String _givenRole = "salesperson";
private OrganizationServiceProxy _serviceProxy;
#endregion Class Level Members
#region How To Sample Code
/// <summary>
/// This method first connects to the Organization service. Afterwards, it
/// creates/retrieves a system user, and
/// updates the system user to associate with the salesperson role.
/// Note: Creating a user is only supported
/// in an on-premises/active directory environment.
/// </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 is properly disposed.
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,serverConfig.Credentials, serverConfig.DeviceCredentials))
{
_serviceProxy.EnableProxyTypes();
CreateRequiredRecords();
// Retrieve a user.
SystemUser user = _serviceProxy.Retrieve(SystemUser.EntityLogicalName,
_userId, new ColumnSet(new String[] { "systemuserid", "firstname", "lastname" })).ToEntity<SystemUser>();
if (user != null)
{
Console.WriteLine("{1} {0} user account is retrieved.", user.FirstName, user.LastName);
// Find the role.
QueryExpression query = new QueryExpression
{
EntityName = "role",
ColumnSet = new ColumnSet("roleid"),
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression
{
AttributeName = "name",
Operator = ConditionOperator.Equal,
Values = {_givenRole}
}
}
}
};
// Get the role.
EntityCollection roles = _serviceProxy.RetrieveMultiple(query);
// Disassociate the role.
if (roles.Entities.Count > 0)
{
Role salesRole = _serviceProxy.RetrieveMultiple(query).Entities[0].ToEntity<Role>();
Console.WriteLine("Role {0} is retrieved.", _givenRole);
_serviceProxy.Disassociate(
"systemuser",
user.Id,
new Relationship("systemuserroles_association"),
new EntityReferenceCollection() { new EntityReference("role", salesRole.Id) });
Console.WriteLine("Role {0} is disassociated from user {1} {2}.", _givenRole, user.FirstName, user.LastName);
}
}
}
}
// 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>
/// Creates any entity records that this sample requires.
/// </summary>
public void CreateRequiredRecords()
{
// For this sample, all required entities are created in the Run() method.
// Create/retrieve a user and associate a role.
_userId = SystemUserProvider.RetrieveAUserWithoutAnyRoleAssigned(_serviceProxy);
// Find the role.
QueryExpression query = new QueryExpression
{
EntityName = Role.EntityLogicalName,
ColumnSet = new ColumnSet("roleid"),
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression
{
AttributeName = "name",
Operator = ConditionOperator.Equal,
Values = {_givenRole}
}
}
}
};
// Get the role.
EntityCollection roles = _serviceProxy.RetrieveMultiple(query);
if (roles.Entities.Count > 0)
{
Role salesRole = _serviceProxy.RetrieveMultiple(query).Entities[0].ToEntity<Role>();
// Associate the user with the role for this sample.
if (salesRole != null && _userId != Guid.Empty)
{
_serviceProxy.Associate(
"systemuser",
_userId,
new Relationship("systemuserroles_association"),
new EntityReferenceCollection() { new EntityReference(Role.EntityLogicalName, salesRole.Id) });
}
}
}
#endregion How To Sample Code
#region Main method
/// <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();
RemoveRoleFromUser app = new RemoveRoleFromUser();
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("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("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 method
}
}
See Also
IOrganizationService
Privilege and role entities
Sample: Retrieve the roles for an organization
User and team entities
Helper code: ServerConnection class
Synchronized users in Microsoft Dynamics 365 (online) and Office 365
Microsoft Dynamics 365
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