Sample: Convert a fax to a task
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\BusinessDataModel\Activities\ConvertFaxToTask.cs
SampleCode\VB\BusinessDataModel\Activities\ConvertFaxToTask.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 a task for a fax using the IOrganizationService.Create method.
Example
using System;
using System.ServiceModel;
using System.ServiceModel.Description;
using System.Text;
// 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.Messages;
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;
namespace Microsoft.Crm.Sdk.Samples
{
public class ConvertFaxToTask
{
#region Class Level Members
/// <summary>
/// Stores the organization service proxy.
/// </summary>
private OrganizationServiceProxy _serviceProxy;
// Define the IDs needed for this sample.
private Guid _faxId;
private Guid _taskId;
private Guid _userId;
#endregion Class Level Members
#region How To Sample Code
/// <summary>
/// Convert a fax to a task.
/// <param name="serverConfig">Contains server connection information.</param>
/// <param name="promptforDelete">When True, the user will be prompted to delete all
/// created entities.</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 = ServerConnection.GetOrganizationProxy(serverConfig))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
// Call the method to create any data that this sample requires.
CreateRequiredRecords();
// Retrieve the fax.
Fax retrievedFax = (Fax)_serviceProxy.Retrieve(Fax.EntityLogicalName, _faxId, new ColumnSet(true));
// Create a task.
Task task = new Task()
{
Subject = "Follow Up: " + retrievedFax.Subject,
ScheduledEnd = retrievedFax.CreatedOn.Value.AddDays(7),
};
_taskId = _serviceProxy.Create(task);
// Verify that the task has been created
if (_taskId != Guid.Empty)
{
Console.WriteLine("Created a task for the fax: '{0}'.", task.Subject);
}
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.
/// </summary>
public void CreateRequiredRecords()
{
// Get the current user.
WhoAmIRequest userRequest = new WhoAmIRequest();
WhoAmIResponse userResponse = (WhoAmIResponse)_serviceProxy.Execute(userRequest);
_userId = userResponse.UserId;
// Create the activity party for sending and receiving the fax.
ActivityParty party = new ActivityParty
{
PartyId = new EntityReference(SystemUser.EntityLogicalName, _userId)
};
// Create the fax object.
Fax fax = new Fax
{
Subject = "Sample Fax",
From = new ActivityParty[] { party },
To = new ActivityParty[] { party }
};
_faxId = _serviceProxy.Create(fax);
Console.WriteLine("Created a fax: '{0}'.", fax.Subject);
}
/// <summary>
/// Deletes the custom 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)
{
_serviceProxy.Delete(Fax.EntityLogicalName, _faxId);
_serviceProxy.Delete(Task.EntityLogicalName, _taskId);
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();
ConvertFaxToTask app = new ConvertFaxToTask();
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
Imports System.Text
' 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.Query
Imports Microsoft.Xrm.Sdk.Discovery
Imports Microsoft.Xrm.Sdk.Messages
Imports Microsoft.Xrm.Sdk.Client
' 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
Public Class ConvertFaxToTask
#Region "Class Level Members"
''' <summary>
''' Stores the organization service proxy.
''' </summary>
Private _serviceProxy As OrganizationServiceProxy
' Define the IDs needed for this sample.
Private _faxId As Guid
Private _taskId As Guid
Private _userId As Guid
#End Region ' Class Level Members
#Region "How To Sample Code"
''' <summary>
''' Convert a fax to a task.
''' <param name="serverConfig">Contains server connection information.</param>
''' <param name="promptforDelete">When True, the user will be prompted to delete all
''' created entities.</param>
''' </summary>
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()
' Call the method to create any data that this sample requires.
CreateRequiredRecords()
' Retrieve the fax.
Dim retrievedFax As Fax = CType(_serviceProxy.Retrieve(Fax.EntityLogicalName, _faxId, New ColumnSet(True)), Fax)
' Create a task.
Dim task As New Task() With {.Subject = "Follow Up: " & retrievedFax.Subject, _
.ScheduledEnd = retrievedFax.CreatedOn.Value.AddDays(7)}
_taskId = _serviceProxy.Create(task)
' Verify that the task has been created
If _taskId <> Guid.Empty Then
Console.WriteLine("Created a task for the fax: '{0}'.", task.Subject)
End If
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>
''' This method creates any entity records that this sample requires.
''' </summary>
Public Sub CreateRequiredRecords()
' Get the current user.
Dim userRequest As New WhoAmIRequest()
Dim userResponse As WhoAmIResponse = CType(_serviceProxy.Execute(userRequest), WhoAmIResponse)
_userId = userResponse.UserId
' Create the activity party for sending and receiving the fax.
Dim party As ActivityParty = New ActivityParty With {.PartyId = _
New EntityReference(SystemUser.EntityLogicalName, _userId)}
' Create the fax object.
Dim fax As Fax = New Fax With {.Subject = "Sample Fax", .From = New ActivityParty() {party}, _
.To = New ActivityParty() {party}}
_faxId = _serviceProxy.Create(fax)
Console.WriteLine("Created a fax: '{0}'.", fax.Subject)
End Sub
''' <summary>
''' Deletes the custom 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 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)")
Dim answer As String = Console.ReadLine()
deleteRecords = (answer.StartsWith("y") OrElse answer.StartsWith("Y"))
End If
If deleteRecords Then
_serviceProxy.Delete(Fax.EntityLogicalName, _faxId)
_serviceProxy.Delete(Task.EntityLogicalName, _taskId)
Console.WriteLine("Entity records have been deleted.")
End If
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 ConvertFaxToTask()
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
Sample code for activity entities
Fax entity messages and methods
Helper code: ServerConnection class
Sample: Promote an email message to Microsoft Dynamics CRM 2013