Sample: Create, retrieve, update, and delete a dialog
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\Process\Dialogs\CRUDDialog.cs
SampleCode\VB\Process\Dialogs\CRUDDialog.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 create, retrieve, update, and delete a dialog process using these methods:
Example
using System;
using System.IO;
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;
// This namespace is found in the Microsoft.Crm.Sdk.Proxy.dll assembly
// located in the SDK\bin folder.
using Microsoft.Crm.Sdk.Messages;
namespace Microsoft.Crm.Sdk.Samples
{
/// <summary>
/// Demonstrates how to create, retrieve, update, and delete.
/// a dialog process.</summary>
/// <remarks>
/// At run-time, you will be given the option to delete all the
/// database records created by this program.</remarks>
public class CRUDDialog
{
#region Class Level Members
private Guid _dialogId;
private OrganizationServiceProxy _serviceProxy;
/// <summary>
/// TODO: Change the location and file name of the sample XAML file
/// containing the dialog definition.
/// e.g. Use the sample xml file located in the SDK\SampleCode\CS\Dialogs folder.
/// </summary>
String pathToXAML = Path.Combine(Environment.CurrentDirectory, @"CallCategorization.xml");
#endregion Class Level Members
#region How-To Sample Code
/// <summary>
/// This method first connects to the Organization service. Afterwards,
/// create, retrieve, update, and delete operations are performed on a
/// dialog process.
/// </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();
CreateRequiredRecords();
// Define an anonymous type to define the possible values for
// workflow category
var WorkflowCategory = new
{
Workflow = 0,
Dialog = 1
};
// Instantiate a Workflow object.
// See the Entity Metadata topic in the SDK documentation to determine
// which attributes must be set for each entity.
Workflow sampleDialog = new Workflow
{
Category = new OptionSetValue((int)WorkflowCategory.Dialog),
Name = "Sample Dialog: Call Categorization",
PrimaryEntity = PhoneCall.EntityLogicalName,
//Language code for U.S. English
LanguageCode = 1033,
Xaml = File.ReadAllText(pathToXAML)
};
// Create a dialog record.
_dialogId = _serviceProxy.Create(sampleDialog);
Console.Write("{0} created,", sampleDialog.Name);
// Activate the dialog.
SetStateRequest activateRequest = new SetStateRequest
{
EntityMoniker = new EntityReference(Workflow.EntityLogicalName, _dialogId),
State = new OptionSetValue((int)WorkflowState.Activated),
Status = new OptionSetValue(2)
};
_serviceProxy.Execute(activateRequest);
Console.WriteLine(" and activated.");
// Retrieve the dialog containing several of its attributes.
ColumnSet cols = new ColumnSet("name", "statecode", "statuscode");
Workflow retrievedDialog = (Workflow)_serviceProxy.Retrieve(Workflow.EntityLogicalName, _dialogId, cols);
Console.Write("Retrieved,");
// Update the dialog.
// Deactivate the dialog before you can update it.
SetStateRequest deactivateRequest = new SetStateRequest
{
EntityMoniker = new EntityReference(Workflow.EntityLogicalName, _dialogId),
State = new OptionSetValue((int)WorkflowState.Draft),
Status = new OptionSetValue(1)
};
_serviceProxy.Execute(deactivateRequest);
// Retrieve the dialog record again to get the unpublished
// instance in order to update.
Workflow retrievedDialogDeactivated = (Workflow)_serviceProxy.Retrieve(Workflow.EntityLogicalName, _dialogId, cols);
// Update the dialog.
retrievedDialogDeactivated.Name = "Updated Dialog: Call Categorization";
_serviceProxy.Update(retrievedDialogDeactivated);
Console.Write(" updated,");
// Activate the dialog.
SetStateRequest updateActivateRequest = new SetStateRequest
{
EntityMoniker = new EntityReference(Workflow.EntityLogicalName, _dialogId),
State = new OptionSetValue((int)WorkflowState.Activated),
Status = new OptionSetValue(2)
};
_serviceProxy.Execute(updateActivateRequest);
Console.WriteLine(" and activated again.");
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>
/// Creates any entity records that this sample requires.
/// </summary>
public void CreateRequiredRecords()
{
// For this sample, all required entities are created in the Run() method.
}
/// <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) [y]: ");
String answer = Console.ReadLine();
deleteRecords = (answer.StartsWith("y") || answer.StartsWith("Y") || answer == String.Empty);
}
if (deleteRecords)
{
// Deactivate the dialog, and then delete it.
SetStateRequest deactivateRequest = new SetStateRequest
{
EntityMoniker = new EntityReference(Workflow.EntityLogicalName, _dialogId),
State = new OptionSetValue((int)WorkflowState.Draft),
Status = new OptionSetValue(1),
};
_serviceProxy.Execute(deactivateRequest);
_serviceProxy.Delete(Workflow.EntityLogicalName, _dialogId);
Console.WriteLine("Entity records have been deleted.");
}
}
#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();
CRUDDialog app = new CRUDDialog();
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 method
}
}
Imports System.IO
Imports System.ServiceModel
Imports System.ServiceModel.Description
' These namespaces are found in the Microsoft.Xrm.Sdk.dll assembly
' located in the SDK\bin folder of the SDK download.
Imports Microsoft.Xrm.Sdk
Imports Microsoft.Xrm.Sdk.Query
Imports Microsoft.Xrm.Sdk.Client
' This namespace is found in the Microsoft.Crm.Sdk.Proxy.dll assembly
' located in the SDK\bin folder.
Imports Microsoft.Crm.Sdk.Messages
Namespace Microsoft.Crm.Sdk.Samples
''' <summary>
''' Demonstrates how to create, retrieve, update, and delete.
''' a dialog process.</summary>
''' <remarks>
''' At run-time, you will be given the option to delete all the
''' database records created by this program.</remarks>
Public Class CRUDDialog
#Region "Class Level Members"
Private _dialogId As Guid
Private _serviceProxy As OrganizationServiceProxy
''' <summary>
''' TODO: Change the location and file name of the sample XAML file
''' containing the dialog definition.
''' e.g. Use the sample xml file located in the SDK\SampleCode\CS\Dialogs folder.
''' </summary>
Private pathToXAML As String = Path.Combine(Environment.CurrentDirectory, "CallCategorization.xml")
#End Region ' Class Level Members
#Region "How-To Sample Code"
''' <summary>
''' This method first connects to the Organization service. Afterwards,
''' create, retrieve, update, and delete operations are performed on a
''' dialog process.
''' </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()
CreateRequiredRecords()
' Define an anonymous type to define the possible values for
' workflow category
Dim WorkflowCategory = New With {Key .Workflow = 0, Key .Dialog = 1}
' Instantiate a Workflow object.
' See the Entity Metadata topic in the SDK documentation to determine
' which attributes must be set for each entity.
Dim sampleDialog As Workflow = New Workflow With { _
.Category = New OptionSetValue(CInt(Fix(WorkflowCategory.Dialog))), .Name = "Sample Dialog: Call Categorization", _
.PrimaryEntity = PhoneCall.EntityLogicalName, .LanguageCode = 1033, .Xaml = File.ReadAllText(pathToXAML)}
'Language code for U.S. English
' Create a dialog record.
_dialogId = _serviceProxy.Create(sampleDialog)
Console.Write("{0} created,", sampleDialog.Name)
' Activate the dialog.
Dim activateRequest As SetStateRequest = New SetStateRequest With { _
.EntityMoniker = New EntityReference(Workflow.EntityLogicalName, _dialogId), _
.State = New OptionSetValue(CInt(Fix(WorkflowState.Activated))), .Status = New OptionSetValue(2)}
_serviceProxy.Execute(activateRequest)
Console.WriteLine(" and activated.")
' Retrieve the dialog containing several of its attributes.
Dim cols As New ColumnSet("name", "statecode", "statuscode")
Dim retrievedDialog As Workflow = CType(_serviceProxy.Retrieve(Workflow.EntityLogicalName, _dialogId, cols), Workflow)
Console.Write("Retrieved,")
' Update the dialog.
' Deactivate the dialog before you can update it.
Dim deactivateRequest As SetStateRequest = New SetStateRequest With { _
.EntityMoniker = New EntityReference(Workflow.EntityLogicalName, _dialogId), _
.State = New OptionSetValue(CInt(Fix(WorkflowState.Draft))), .Status = New OptionSetValue(1)}
_serviceProxy.Execute(deactivateRequest)
' Retrieve the dialog record again to get the unpublished
' instance in order to update.
Dim retrievedDialogDeactivated As Workflow = _
CType(_serviceProxy.Retrieve(Workflow.EntityLogicalName, _dialogId, cols), Workflow)
' Update the dialog.
retrievedDialogDeactivated.Name = "Updated Dialog: Call Categorization"
_serviceProxy.Update(retrievedDialogDeactivated)
Console.Write(" updated,")
' Activate the dialog.
Dim updateActivateRequest As SetStateRequest = New SetStateRequest With { _
.EntityMoniker = New EntityReference(Workflow.EntityLogicalName, _dialogId), _
.State = New OptionSetValue(CInt(Fix(WorkflowState.Activated))), .Status = New OptionSetValue(2)}
_serviceProxy.Execute(updateActivateRequest)
Console.WriteLine(" and activated again.")
DeleteRequiredRecords(promptforDelete)
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
''' <summary>
''' Creates any entity records that this sample requires.
''' </summary>
Public Sub CreateRequiredRecords()
' For this sample, all required entities are created in the Run() method.
End Sub
''' <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 Sub DeleteRequiredRecords(ByVal prompt As Boolean)
Dim deleteRecords As Boolean = True
If prompt Then
Console.WriteLine(vbLf & "Do you want these entity records deleted? (y/n) [y]: ")
Dim answer As String = Console.ReadLine()
deleteRecords = (answer.StartsWith("y") OrElse answer.StartsWith("Y") OrElse answer = String.Empty)
End If
If deleteRecords Then
' Deactivate the dialog, and then delete it.
Dim deactivateRequest As SetStateRequest = New SetStateRequest With { _
.EntityMoniker = New EntityReference(Workflow.EntityLogicalName, _dialogId), _
.State = New OptionSetValue(CInt(Fix(WorkflowState.Draft))), .Status = New OptionSetValue(1)}
_serviceProxy.Execute(deactivateRequest)
_serviceProxy.Delete(Workflow.EntityLogicalName, _dialogId)
Console.WriteLine("Entity records have been deleted.")
End If
End Sub
#End Region ' How-To Sample Code
#Region "Main method"
''' <summary>
''' Standard Main() method used by most SDK samples.
''' </summary>
''' <param name="args"></param>
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 CRUDDialog()
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
Finally
Console.WriteLine("Press <Enter> to exit.")
Console.ReadLine()
End Try
End Sub
#End Region ' Main method
End Class
End Namespace
See Also
IOrganizationService
SetStateRequest
Use dialogs for guided processes
Sample: Create a workflow in code
Sample code for workflows