CRM C# codes

//CRM connection
CrmConnection connection = CrmConnection.Parse(connectionString);
OrganizationService _service1 = new OrganizationService(connection);
CRM Plughin

//Pluginstart
public void Execute(IServiceProvider serviceProvider)
{
ITracingService tracer = (ITracingService)serviceProvider.GetService(typeof(ITracingService));
IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
IOrganizationServiceFactory factory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
IOrganizationService service = factory.CreateOrganizationService(context.UserId);
EntityReferenceCollection relatedEntities = new EntityReferenceCollection();
tracer.Trace
("Plugins started");
Entity Quotedetail = new Entity();
Entity Product = new Entity();
if (context.Depth ==1)
{
try
{

if (context.InputParameters.Contains("Target") &&
context.InputParameters["Target"] is Entity)
}}
}

//DeActivate entity

SetStateRequest setState = new SetStateRequest();
setState.EntityMoniker = new EntityReference();
setState.EntityMoniker.Id = changeContract.Id;
//setState.EntityMoniker.Name = “new_customentity”;
setState.EntityMoniker.LogicalName = "salesorder";
setState.State = new OptionSetValue();
setState.State.Value = 1;
setState.Status = new OptionSetValue();
setState.Status.Value = -1;

http://mostlymscrm.blogspot.in/2012/06/entity-statecodes-and-statuscodes.html
https://social.msdn.microsoft.com/Forums/sqlserver/en-US/8f059eb4-b485-4ab9-a78a-e06b300590e0/close-opportunity-won-or-lost-using-crm-2015-sdk?forum=crmdevelopment

//CRM Money
get money value
Prodprice = (Money)Quotedetail.Attributes["baseamount"];
Assign value
decimal finalgv = Convert.ToDecimal(gvpercent1);
Money tax2 = new Money(finalgv);
Quotedetail[""] = tax2;
//CRM Entity reference
Guid RegProdGuid = new Guid(complaint.wf_registeredproduct);
EntityReference RegProd = new EntityReference(logicalName: "wf_accountproductgrid", id: RegProdGuid);
//CRM Optionset
OptionSetValue myOptionSet = new OptionSetValue();
myOptionSet.Value = value;

//CRM get optionset value by text

public int GetOptionsSetValueByText(OrganizationService xrmService, string entityName, string attributeName, string optionSetTextValue)
{
RetrieveAttributeRequest retrieveAttributeRequest = new RetrieveAttributeRequest
{
EntityLogicalName = entityName,
LogicalName = attributeName,
RetrieveAsIfPublished = true
};
RetrieveAttributeResponse retrieveAttributeResponse = (RetrieveAttributeResponse)xrmService.Execute(retrieveAttributeRequest);
if (retrieveAttributeResponse != null)
{
PicklistAttributeMetadata optionsetAttributeMetadata = retrieveAttributeResponse.AttributeMetadata as PicklistAttributeMetadata;
if (optionsetAttributeMetadata != null)
{
OptionMetadata[] optionsetList = optionsetAttributeMetadata.OptionSet.Options.ToArray();
foreach (OptionMetadata optionsetMetaData in optionsetList)
{
if (optionsetMetaData.Label.UserLocalizedLabel.Label == optionSetTextValue)
{
return optionsetMetaData.Value.Value;
}
}
}
}
return -1;
}

//CRM two option set values
entity.GetAttributeValue<bool>("my_field") == false

//CRM send pligin error
throw new InvalidPluginExecutionException("The Member has not NBS signed ");

//CRM Actvate deactivate
https://msdynamicscrmblog.wordpress.com/2013/05/02/activatedeactivate-a-record-using-c-in-dynamics-crm-2011/

//CRM Relationship
// Add the Account Contact relationship schema name opportunity_products
Relationship relationship = new Relationship("sj_product_opportunity");
// Associate the contact record to Account
service.Associate(ld.LogicalName, ld.Id, relationship, relatedEntities);

//Get all related entities
QueryExpression quer = new QueryExpression();
quer.EntityName = "product";
quer.ColumnSet = new ColumnSet("name", "price", "sj_dealtype");
Relationship relationship1 = new Relationship();
quer.Criteria = new FilterExpression();
//quer.Criteria.AddCondition(new ConditionExpression("statecode", ConditionOperator.Equal, "Active"));
relationship1.SchemaName = "sj_product_opportunity";
RelationshipQueryCollection relatedEntity1 = new RelationshipQueryCollection();
relatedEntity1.Add(relationship1, quer);
RetrieveRequest request1 = new RetrieveRequest();
request1.RelatedEntitiesQuery = relatedEntity1;
request1.ColumnSet = new ColumnSet(true);
request1.Target = new EntityReference { Id = ld.Id, LogicalName = "opportunity" };
RetrieveResponse response1 = (RetrieveResponse)service.Execute(request1);
var RE = response1.Entity.RelatedEntities.Values;
var db = RE.First();
existngEntities = db;
for (int i = 0; i < existngEntities.Entities.Count(); i++) {
EntityReference DR = new EntityReference(existngEntities.Entities[i].LogicalName, existngEntities.Entities[i].Id);
desoEntities.Add(DR);
}

Relationship relationshipdeso = new Relationship("sj_product_opportunity");
service.Disassociate(ld.LogicalName, ld.Id, relationshipdeso, desoEntities);

//Get entities using fetchxml
var fetchXml1 = @"<fetch distinct='false'>"
+ "<entity name ='product'>"
+ "<attribute name ='name'/>"
+ "<attribute name ='productnumber'/>"
+ "<attribute name ='sj_status'/>"
+ "<attribute name ='price'/>"
+ "<attribute name ='sj_dealtype'/>"
+ "<attribute name ='statecode'/>"
+ "<filter type ='and'>"
+ "<condition attribute='statecode' operator='eq' value='0' />"
+ "<condition attribute = 'sj_city' operator= 'eq' value ='" + city + "'/>"
+ "<condition attribute = 'sj_dealtype' operator= 'eq' value ='" + dealtypevalue + "'/>"
+ "<condition attribute = 'sj_status' operator= 'eq' value ='212150000'/>"
+ "<condition attribute = 'productstructure' operator= 'eq' value ='1'/>"
+ "</filter>"
+ "</entity>"
+ "</fetch>";
// Build fetch request and obtain results. sj_status
var efr = new RetrieveMultipleRequest()
{
Query = new FetchExpression(fetchXml1)
};

var entityResults = ((RetrieveMultipleResponse)service.Execute(efr)).EntityCollection;

//create price list items
private void CreatePriceListItem(Entity product, IOrganizationService service)
{
Money listPrice = new Money(0); //get the list price, or set to 0 if not set
if (product.Attributes.Contains("price"))
{
listPrice = (Money)product.Attributes["price"];
}
EntityReference defaultUnit = (EntityReference)product.Attributes["defaultuomid"];
QueryExpression query = new QueryExpression { EntityName = "pricelevel" };
query.Criteria.AddCondition("statecode", ConditionOperator.Equal, 0);
query.ColumnSet = new ColumnSet("pricelevelid");
query.Orders.Add(new OrderExpression("createdon", OrderType.Descending));
EntityCollection priceLists = service.RetrieveMultiple(query);
if (priceLists.Entities.Count > 0)
{
Entity firstPriceList = priceLists.Entities[0]; //get the first pricelist

Entity priceListItem = new Entity("productpricelevel");
priceListItem["amount"] = listPrice;
priceListItem["uomid"] = defaultUnit;
priceListItem["productid"] = new EntityReference("product", product.Id);
priceListItem["pricelevelid"] = new EntityReference("pricelevel", firstPriceList.Id);
service.Create(priceListItem); //create the price list item

}

Get collection of entites

var fetchingQueryGS = @"<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>" +

"<entity name='opportunity'>" +

"<attribute name='ownerid' />" +

"<attribute name='name' />" +

"<attribute name='vtv_datetime' />" +

"<attribute name='vtv_guestshow' />" +

"<filter type='and'>" +

"<condition attribute='originatingleadid' operator='eq' uitype='lead' value='" + originatingLead.Id + "' />" +

"<condition attribute='vtv_datetime' operator='on-or-before' value='" + date + "' />" +

"<condition attribute='vtv_datetime' operator='on-or-after' value='" + nxtxdaysGS + "' />" +

"<condition attribute='vtv_guestshow' operator='eq' value='1' />" +

//"<condition attribute='vtv_status' operator='eq' value='100000001' />" +

"<condition attribute='vtv_brandid' operator='eq' uitype='vtv_brand' value='" + brand.Id + "' />" +

"<condition attribute='statecode' operator='eq' value='0' />" +

"</filter>" +

"</entity>" +

"</fetch>";

var MemberAppointmentReqGS = new RetrieveMultipleRequest()

{

Query = new FetchExpression(fetchingQueryGS)

};

//Get all

EntityCollection GSAppointments = ((RetrieveMultipleResponse)organizationService.Execute(MemberAppointmentReqGS)).EntityCollection;

Associate entity

Guid contracguid = new Guid(c);

AssociateRequest Associaterequest = new AssociateRequest();

EntityReference mon1 = new EntityReference("vtv_noncomplianceapprove", currententity.Id);

EntityReference mon2 = new EntityReference("salesorder", contracguid);

Associaterequest.Target = mon1;

Associaterequest.RelatedEntities = new EntityReferenceCollection { mon2 };

Associaterequest.Relationship = new Relationship("vtv_vtv_noncomplianceapprove_salesorder");

organizationService.Execute(Associaterequest);

Share Record with other users

EntityReference department = (EntityReference)currententity.Attributes["vtv_department"];

EntityCollection SystemUserData = new EntityCollection();

var logicalName = "vtv_emailnotification";

QueryExpression qesalesorder2 = new QueryExpression();

qesalesorder2.EntityName = "systemuser";

qesalesorder2.ColumnSet = new ColumnSet(true);

Relationship relationship = new Relationship();

qesalesorder2.Criteria = new FilterExpression();

relationship.SchemaName = "vtv_emailnotification_systemuser";

RelationshipQueryCollection relatedEntity = new RelationshipQueryCollection();

relatedEntity.Add(relationship, qesalesorder2);

RetrieveRequest request = new RetrieveRequest();

request.RelatedEntitiesQuery = relatedEntity;

ColumnSet salesorderColumns1 = new ColumnSet(true);

request.ColumnSet = salesorderColumns1;

request.Target = new EntityReference { Id = department.Id, LogicalName = logicalName };

RetrieveResponse response = (RetrieveResponse)organizationService.Execute(request);

ICollection<EntityCollection> rst = response.Entity.RelatedEntities.Values;

List<EntityCollection> temp = new List<EntityCollection>(rst);

SystemUserData = temp[0];

foreach (var UserData in SystemUserData.Entities)

{

var systemuserId = (UserData.Attributes["systemuserid"]);

GrantAccessRequest grant = new GrantAccessRequest();

grant.Target = new EntityReference("salesorder", contracguid);

PrincipalAccess principal = new PrincipalAccess();

principal.Principal = new EntityReference("systemuser", new Guid(systemuserId.ToString()));

grant.PrincipalAccess = principal;

try

{

GrantAccessResponse grant_response = (GrantAccessResponse)organizationService.Execute(grant);

//localContext.Trace("............171");

}

catch (Exception ex)

{

// localContext.Trace("............175");

throw ex;

}

Creadentials Initializing for console

ClientCredentials credentials = new ClientCredentials();

credentials.UserName.UserName = @"un";

credentials.UserName.Password = "pwd";

Uri serviceUri = new Uri("url");

OrganizationServiceProxy proxy = new OrganizationServiceProxy(serviceUri, null, credentials, null);

proxy.EnableProxyTypes();

IOrganizationService organizationService = (IOrganizationService)proxy;

throw new InvalidPluginExecutionException("");

Deactivate opportunity

LoseOpportunityRequest req = new LoseOpportunityRequest();

Entity opportunityClose = new Entity("opportunityclose");

opportunityClose.Attributes.Add("opportunityid", new EntityReference("opportunity", e.Id));

opportunityClose.Attributes.Add("subject", "Lost the Opportunity!");

req.OpportunityClose = opportunityClose;

OptionSetValue o = new OptionSetValue();

o.Value = 4;

req.Status = o;

LoseOpportunityResponse resp = (LoseOpportunityResponse)organizationService.Execute(req);

Set state

SetStateRequest setState = new SetStateRequest();

setState.EntityMoniker = new EntityReference();

setState.EntityMoniker.Id = changeContract.Id;

//setState.EntityMoniker.Name = “new_customentity”;

setState.EntityMoniker.LogicalName = "salesorder";

setState.State = new OptionSetValue();

setState.State.Value = 1;

setState.Status = new OptionSetValue();

setState.Status.Value = -1;

SetStateResponse setStateResponse = (SetStateResponse)organizationService.Execute(setState);

Associate records

try

{

//dessociate entities

string primaryEntity2 = "salesorder";

string secondryEntity2 = "vtv_benifit";

QueryExpression qesalesorder22 = new QueryExpression();

//Query on reated entity records

qesalesorder22.EntityName = secondryEntity2;

//Retrieve the all attributes of the related record

qesalesorder22.ColumnSet = new ColumnSet(false);

//create the relationship object

Relationship relationship2 = new Relationship();

//add the condition where you can retrieve only the users related to Sales Order

qesalesorder22.Criteria = new FilterExpression();

// name of relationship between user & Sales Order

relationship2.SchemaName = "vtv_salesorder_vtv_benifit";

//create relationshipQueryCollection Object

RelationshipQueryCollection relatedEntity2 = new RelationshipQueryCollection();

//Add the your relation and query to the RelationshipQueryCollection

relatedEntity2.Add(relationship2, qesalesorder22);

//create the retrieve request object

RetrieveRequest request2 = new RetrieveRequest();

//add the relatedentities query

request2.RelatedEntitiesQuery = relatedEntity2;

//set column to and the condition for the SalesOrder

ColumnSet salesorderColumns12 = new ColumnSet(false);

request2.ColumnSet = salesorderColumns12;

request2.Target = new EntityReference { Id = saleOrder.Id, LogicalName = primaryEntity2 };

//execute the request

RetrieveResponse response2 = (RetrieveResponse)organizationService.Execute(request2);

ICollection<EntityCollection> rst2 = response2.Entity.RelatedEntities.Values;

List<EntityCollection> temp2 = new List<EntityCollection>(rst2);

//get systemusers from N to N relationship

EntityCollection SystemUserData2 = temp2[0];

EntityReferenceCollection ERlist2 = new EntityReferenceCollection();

for (int i = 0; i < SystemUserData2.Entities.Count; i++)

{

EntityReference er2 = new EntityReference(SystemUserData2.Entities[i].LogicalName, SystemUserData2.Entities[i].Id);

ERlist2.Add(er2);

}

Relationship relationshipdeso = new Relationship("vtv_salesorder_vtv_benifit");

organizationService.Disassociate(saleOrder.LogicalName, saleOrder.Id, relationshipdeso, ERlist2);

string primaryEntity = "vtv_pricelists";

string secondryEntity = "vtv_benifit";

QueryExpression qesalesorder2 = new QueryExpression();

//Query on reated entity records

qesalesorder2.EntityName = secondryEntity;

//Retrieve the all attributes of the related record

qesalesorder2.ColumnSet = new ColumnSet(false);

//create the relationship object

Relationship relationship = new Relationship();

//add the condition where you can retrieve only the users related to Sales Order

qesalesorder2.Criteria = new FilterExpression();

// name of relationship between user & Sales Order

relationship.SchemaName = "vtv_pricelists_vtv_benifit";

//create relationshipQueryCollection Object

RelationshipQueryCollection relatedEntity = new RelationshipQueryCollection();

//Add the your relation and query to the RelationshipQueryCollection

relatedEntity.Add(relationship, qesalesorder2);

//create the retrieve request object

RetrieveRequest request = new RetrieveRequest();

//add the relatedentities query

request.RelatedEntitiesQuery = relatedEntity;

//set column to and the condition for the SalesOrder

ColumnSet salesorderColumns1 = new ColumnSet(false);

request.ColumnSet = salesorderColumns1;

request.Target = new EntityReference { Id = pricelevel.Id, LogicalName = primaryEntity };

//execute the request

RetrieveResponse response = (RetrieveResponse)organizationService.Execute(request);

ICollection<EntityCollection> rst = response.Entity.RelatedEntities.Values;

List<EntityCollection> temp = new List<EntityCollection>(rst);

//get systemusers from N to N relationship

EntityCollection SystemUserData = temp[0];

EntityReferenceCollection ERlist = new EntityReferenceCollection();

for (int i = 0; i < SystemUserData.Entities.Count; i++)

{

EntityReference er = new EntityReference(SystemUserData.Entities[i].LogicalName, SystemUserData.Entities[i].Id);

ERlist.Add(er);

}

Relationship Relation = new Relationship("vtv_salesorder_vtv_benifit");

// Associate the contact record to Account

organizationService.Associate("salesorder", saleOrder.Id, Relation, ERlist);

}

catch (Exception er)

{

localContext.Trace("." + er.Message);

}

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CRM C# codes

//DeActivate entity

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