Sample: Retrieve all charts attached to an entity

 

Applies To: Dynamics CRM 2013

This sample code is for Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online. Download the Microsoft Dynamics CRM SDK package. It can be found in the following location in the download package:

SampleCode\CS\VisualizationsAndDashboards\RetrieveVisualizationsAttachedToAnEntity.cs

SampleCode\VB\VisualizationsAndDashboards\RetrieveVisualizationsAttachedToAnEntity.vb

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 retrieve all the organization-owned visualizations attached to an entity using the IOrganizationService.RetrieveMultiple method.

Example

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 Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Client;
using Microsoft.Xrm.Sdk.Query;
using Microsoft.Xrm.Sdk.Discovery;
using Microsoft.Xrm.Sdk.Messages;

// 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
{
    /// <summary>
    /// This sample shows how to retrieve organization-owned visualizations attached to
    /// an entity. This sample specifically retrieves organization-owned visualizations
    /// that are attached to the 'Account' entity.
    /// </summary>
    public class RetrieveVisualizationsAttachedToAnEntity
    {
        #region Class Level Members
        /// <summary>
        /// Stores the organization service proxy.
        /// </summary>
        OrganizationServiceProxy _serviceProxy;

        #endregion Class Level Members

        #region How To Sample Code
        /// <summary>
        /// Create and configure the organization service proxy.
        /// Retrieve organization-owned visualizations.
        /// Optionally delete any entity records that were created for this sample.
        /// </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 = ServerConnection.GetOrganizationProxy(serverConfig))
                {
                    // This statement is required to enable early-bound type support.
                    _serviceProxy.EnableProxyTypes();

                    // Create a query for retrieving all organization-owned visualizations 
                    // that are attached to the account entity.
                    QueryExpression mySavedQuery = new QueryExpression
                    {
                        EntityName = SavedQueryVisualization.EntityLogicalName,
                        ColumnSet = new ColumnSet("name"),
                        Criteria = new FilterExpression
                        {
                            Conditions = 
                         {
                            new ConditionExpression
                               {
                                  AttributeName = "primaryentitytypecode",
                                  Operator = ConditionOperator.Equal,
                                  Values =  {Account.EntityLogicalName}
                               }
                         }
                        }
                    };

                    // Retrieve a collection of organization-owned visualizations that are attached to the account entity.
                    DataCollection<Entity> results = _serviceProxy.RetrieveMultiple(mySavedQuery).Entities;

                    // Display the names of the retrieved organization-owned visualizations.
                    Console.WriteLine("Retrieved the following visualizations for the Account entity:");
                    foreach (Entity entity in results)
                    {
                        SavedQueryVisualization orgVisualization = (SavedQueryVisualization)entity;
                        Console.WriteLine("{0}", orgVisualization.Name);
                    }
                }
            }
            // 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;
            }
        }

        #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();

               RetrieveVisualizationsAttachedToAnEntity app = new RetrieveVisualizationsAttachedToAnEntity();
               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
    }
}

Imports System.ServiceModel
Imports System.ServiceModel.Description

' These namespaces are found in the Microsoft.Xrm.Sdk.dll assembly
' found in the SDK\bin folder.
Imports Microsoft.Xrm.Sdk
Imports Microsoft.Xrm.Sdk.Client
Imports Microsoft.Xrm.Sdk.Query
Imports Microsoft.Xrm.Sdk.Discovery
Imports Microsoft.Xrm.Sdk.Messages

' This namespace is found in Microsoft.Crm.Sdk.Proxy.dll assembly
' found in the SDK\bin folder.
Imports Microsoft.Crm.Sdk.Messages

Namespace Microsoft.Crm.Sdk.Samples
 ''' <summary>
 ''' This sample shows how to retrieve organization-owned visualizations attached to
 ''' an entity. This sample specifically retrieves organization-owned visualizations
 ''' that are attached to the 'Account' entity.
 ''' </summary>
 Public Class RetrieveVisualizationsAttachedToAnEntity
#Region "Class Level Members"
  ''' <summary>
  ''' Stores the organization service proxy.
  ''' </summary>
  Private _serviceProxy As OrganizationServiceProxy

#End Region ' Class Level Members

#Region "How To Sample Code"
  ''' <summary>
  ''' Create and configure the organization service proxy.
  ''' Retrieve organization-owned visualizations.
  ''' Optionally delete any entity records that were created for this sample.
  ''' </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 Sub Run(ByVal serverConfig As ServerConnection.Configuration,
                 ByVal promptForDelete As Boolean)
   Try
    ' Connect to the Organization service. 
    ' The using statement assures that the service proxy will be properly disposed.
    _serviceProxy = ServerConnection.GetOrganizationProxy(serverConfig)
    Using _serviceProxy
     ' This statement is required to enable early-bound type support.
     _serviceProxy.EnableProxyTypes()

     ' Create a query for retrieving all organization-owned visualizations 
     ' that are attached to the account entity.
     Dim mySavedQuery As QueryExpression =
      New QueryExpression With {
       .EntityName = SavedQueryVisualization.EntityLogicalName,
       .ColumnSet = New ColumnSet("name")
      }
     mySavedQuery.Criteria = New FilterExpression()
     mySavedQuery.Criteria.AddCondition("primaryentitytypecode", ConditionOperator.Equal, {Account.EntityLogicalName})

     ' Retrieve a collection of organization-owned visualizations that are attached to the account entity.
     Dim results As DataCollection(Of Entity) =
      _serviceProxy.RetrieveMultiple(mySavedQuery).Entities

     ' Display the names of the retrieved organization-owned visualizations.
     Console.WriteLine("Retrieved the following visualizations for the Account entity:")
     For Each entity As Entity In results
      Dim orgVisualization As SavedQueryVisualization = CType(entity, SavedQueryVisualization)
      Console.WriteLine("{0}", orgVisualization.Name)
     Next entity
    End Using
    ' Catch any service fault exceptions that Microsoft Dynamics CRM throws.
   Catch fe As FaultException(Of Microsoft.Xrm.Sdk.OrganizationServiceFault)
    ' You can handle an exception here or pass it back to the calling method.
    Throw
   End Try
  End Sub

#End Region ' 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>
  Public Shared Sub Main(ByVal args() As String)
   Try
    ' Obtain the target organization's Web address and client logon 
    ' credentials from the user.
    Dim serverConnect As New ServerConnection()
    Dim config As ServerConnection.Configuration = serverConnect.GetServerConfiguration()

    Dim app As New RetrieveVisualizationsAttachedToAnEntity()
    app.Run(config, True)


   Catch ex As FaultException(Of Microsoft.Xrm.Sdk.OrganizationServiceFault)
    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}", If(Nothing Is ex.Detail.InnerFault, "No Inner Fault", "Has Inner Fault"))
   Catch ex As TimeoutException
    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}", If(Nothing Is ex.InnerException.Message, "No Inner Fault", ex.InnerException.Message))
   Catch ex As Exception
    Console.WriteLine("The application terminated with an error.")
    Console.WriteLine(ex.Message)

    ' Display the details of the inner exception.
    If ex.InnerException IsNot Nothing Then
     Console.WriteLine(ex.InnerException.Message)

     Dim fe As FaultException(Of Microsoft.Xrm.Sdk.OrganizationServiceFault) =
      TryCast(ex.InnerException, FaultException(Of Microsoft.Xrm.Sdk.OrganizationServiceFault))
     If fe IsNot Nothing Then
      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}", If(Nothing Is fe.Detail.InnerFault, "No Inner Fault", "Has Inner Fault"))
     End If
    End If
    ' Additional exceptions to catch: SecurityTokenValidationException, ExpiredSecurityTokenException,
    ' SecurityAccessDeniedException, MessageSecurityException, and SecurityNegotiationException.

   Finally
    Console.WriteLine("Press <Enter> to exit.")
    Console.ReadLine()
   End Try

  End Sub
#End Region ' Main
 End Class
End Namespace

See Also

IOrganizationService
RetrieveMultiple
Helper code: ServerConnection class
View data with visualizations (charts)
Sample code for charts (visualizations)
Sample: Assign a chart to another user