Dynamics CRM 4.0 Web Service SDK Example

using System;
using System.Collections.Generic;
using System.Linq;
using System.Text;
using CrmDiscoveryTester.CrmSdk.Discovery;
using CrmDiscoveryTester.CrmSdk;
/*
 * The purpose of the application is to practice connect - authenticate - query - create entity records operations on a given CRM 
 * Server using CRM 4.0 standard web services programming model.
 * This is a step by step C# Console application that demonestrates :-
 * [1] Establishing a connection with a CRM Server instance.
 * [2] Obtain an instance of the CRM Discovery Web Service authenticating via Active Directory.
 * [3] Locate A target organization, obtain a security token and read the Url for the CRM Web Service.
 * [4] Use CRM Web Service to Execute a Query to Obtain roles assigned to a given user.
 * [5] When that User has a Role of Sales Rep. Then ..
 * [6] Use CRM Web Service to Create a user related work Days and Hours Calendar that is read from an internal Data Structure.
 * Note:-
 * Later on a CRM Workflow custom activity shall execute a system job to call this console application and pass a user login 
 * parameter for automatic creation of a user working Days/hours Calendar triggered when a User role of Sales Rep. is given for the user.
 * */

namespace CrmDiscoveryTester
{
    class Program
    {
        static int Main(string[] args)
        {
            if (args.Length != 2)
            {
                Console.WriteLine("Error: Required Parameters [1] Crm Server Login Name [2] Password");
                return 1;
            }
            // Create and configure the CrmDiscoveryService Web service proxy.
                CrmDiscoveryService discoveryService = new CrmDiscoveryService();
                discoveryService.UseDefaultCredentials = true;
                discoveryService.Url = "http://10.0.0.117:5555/MSCRMServices/2007/AD/CrmDiscoveryService.asmx";
            // Retrieve the list of organizations that the logged on user belongs to.
                RetrieveOrganizationsRequest orgRequest = new RetrieveOrganizationsRequest();
                orgRequest.UserId = args[0];
                orgRequest.Password = args[1];
                RetrieveOrganizationsResponse orgResponse = (RetrieveOrganizationsResponse)discoveryService.Execute(orgRequest);
            // Locate the target organization in the list and Decalre the Security Token to Access CrmService.
                CrmService service = new CrmService();
                CrmAuthenticationToken token = new CrmAuthenticationToken();                
                foreach (OrganizationDetail orgDetail in orgResponse.OrganizationDetails) // It is only One organization in our case ..
                 {
                    Console.WriteLine("*Organization : " + orgDetail.OrganizationName);
                    token.OrganizationName = orgDetail.OrganizationName; 
                    Console.WriteLine("*Organization Url : " + orgDetail.CrmServiceUrl.Replace("moss", "10.0.0.117"));
                    service.Url = orgDetail.CrmServiceUrl.Replace("moss", "10.0.0.117");
                }
            
            /* Locate Roles Assigned to a given  User .. */

                token.AuthenticationType = 0; // AD authentication Type;
                service.CrmAuthenticationTokenValue = token;
                service.Credentials = System.Net.CredentialCache.DefaultCredentials;
                // Create, populate a QueryExpression.
                QueryExpression qe = new QueryExpression();
                ConditionExpression ce = new ConditionExpression();
                qe.EntityName = "systemuser";
                ColumnSet cols = new ColumnSet();
                cols.Attributes = new string[] { "systemuserid", "lastname" };
                qe.ColumnSet = cols;

            // The condition is to find the user ID.
                ce.AttributeName = "domainname";
                ce.Operator = ConditionOperator.Equal;
                ce.Values = new object[] { "LITWAREINC\\AymanI" }; /* Hardcoded User Login name should be passed as a parameter*/
                qe.Criteria = new FilterExpression();
                qe.Criteria.Conditions = new ConditionExpression[]{ce};

                /* Next try catch block aims to process entity records to :
                 1 - Read User Record.
                 2 - Find User Roles.
                 3 - Check If User Roles has Salesperson Role name
                 4 - Copies Working Hours to the Specified User from a Data Structure (Can also be read from an XML Data File..) */
                try
                {
                    Guid myUserId = new Guid(); //Dummy initialization
                    BusinessEntityCollection bec = service.RetrieveMultiple(qe);
                    Console.WriteLine("Entity Name = " + bec.EntityName);
                    Console.WriteLine("Entity Count = " + bec.BusinessEntities);
                    foreach (BusinessEntity  refEntity in bec.BusinessEntities)
                    {
                        systemuser myUsers = (systemuser)refEntity;
                        myUserId = myUsers.systemuserid.Value;
                        Console.WriteLine("myUsers.systemuserid: " + myUserId.ToString() );
                        Console.WriteLine("myUsers.lastname: " + myUsers.lastname);
                    }
                    /* Create a QueryExpression to have the new Multi Inner Join Expression between 3 Tables
                     * role, systemuserroles and systemuser 
                    */
                    qe = new QueryExpression();
                    qe.EntityName = "role";
                    qe.ColumnSet = new AllColumns();

                    // Set up the join between the "role" entity and the intersect table "systemuserroles".
                    LinkEntity le = new LinkEntity();
                    le.LinkFromEntityName = "role";
                    le.LinkFromAttributeName = "roleid";
                    le.LinkToEntityName = "systemuserroles";
                    le.LinkToAttributeName = "roleid";

                    // Set up the join between the intersect table "systemuserroles" and the "systemuser" entity.
                    LinkEntity le2 = new LinkEntity();
                    le2.LinkFromEntityName = "systemuserroles";
                    le2.LinkFromAttributeName = "systemuserid";
                    le2.LinkToEntityName = "systemuser";
                    le2.LinkToAttributeName = "systemuserid";

                    // The condition is WHERE user ID = myUserId.
                    ce = new ConditionExpression();
                    ce.AttributeName = "systemuserid";
                    ce.Operator = ConditionOperator.Equal;
                    ce.Values = new object[] { myUserId };

                    le2.LinkCriteria = new FilterExpression();
                    le2.LinkCriteria.Conditions = new ConditionExpression[] { ce };

                    le.LinkEntities = new LinkEntity[] { le2 };
                    qe.LinkEntities = new LinkEntity[] { le };

                    // Execute the query.
                    bec = service.RetrieveMultiple(qe);
                    foreach (BusinessEntity refEntity in bec.BusinessEntities)
                    {
                        role myRoles = (role)refEntity;
                        Console.WriteLine("Role Name: " + myRoles.name);
                        if (myRoles.name.Equals("Salesperson")) /* Now check for a sales person role .. */
                            break;
                        if (bec.MoreRecords == false)
                            return 2;
                    }
                    // Start to Copy working Hours for this User from the internal data structure
                    Console.WriteLine("Copying Working Hours ..");
                    /* ... To be Continued in part 2 of the Code Project Article*/
                    return 0;
                }
                /*
                 * In CRM Web.config Changing the value of <add key="DevErrors" value="Off"/> to <add key="DevErrors" value="On"/>
                 * is a must to have meaningful error details from the catch code..
                 * */
                catch (System.Web.Services.Protocols.SoapException e)
                {
                    Console.WriteLine("Detail = " + e.Detail.InnerText + "\r\nException: " + e.ToString());
                    return 3;
                }

                catch (Exception anyOtherException)
                {
                    Console.WriteLine("Exception: " + anyOtherException.ToString());
                    return 3;
                }
            
        }
    }
}