Esempio - Guida introduttiva per Microsoft Dynamics CRM

Data di pubblicazione: novembre 2016

Si applica a: Dynamics CRM 2015

L'esempio QuickStart è un esempio di codice gestito di Microsoft .NET Framework che indica come connettersi ai servizi Web di Microsoft Dynamics CRM 2011 e Microsoft Dynamics CRM Online utilizzando la classe helper di ServerConnection ed esegue le operazioni di creazione, aggiornamento, recupero ed eliminazione di base in un'entità.

Requisiti

Questo codice di esempio è per Aggiornamento di Microsoft Dynamics CRM 2015 e Microsoft Dynamics CRM Online 2015. Scarica il pacchetto SDK di Microsoft Dynamics CRM. È disponibile nel percorso seguente nel pacchetto di download:

SDK\SampleCode\CS\QuickStart

Dimostra

In questo esempio viene autenticato l'utente con i servizi Web di Microsoft Dynamics 365 utilizzando la classe e i metodi helper di ServerConnection. Dopo aver ottenuto un riferimento al servizio Web dell'organizzazione, l'esempio esegue le operazioni di creazione, aggiornamento ed eliminazione di base in un'entità di account. L'esempio gestisce inoltre le eccezioni comuni che possono essere generate.

Esempio

using System;
using System.ServiceModel;
using System.IdentityModel.Tokens;
using System.ServiceModel.Security;

// These namespaces are found in the Microsoft.Xrm.Sdk.dll and 
// Microsoft.Crm.Sdk.Proxy.dll assemblies.
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;
using Microsoft.Xrm.Sdk.Client;
using Microsoft.Crm.Sdk.Messages;

namespace Microsoft.Crm.Sdk.Samples
{
    /// <summary>
    /// Demonstrates how to perform create, retrieve, update, and delete entity
    /// record operations.</summary>
    /// <remarks>
    /// At run-time, you will be given the option to delete all the
    /// entity records created by this program.</remarks>
    public class CRUDOperations
    {
        static public void Main(string[] args)
        {
            // The connection to the Organization web service.
            OrganizationServiceProxy serviceProxy = null;

            try
            {
                // Obtain the target organization's web address and client logon credentials
                // from the user by using a helper class.
                ServerConnection serverConnect = new ServerConnection();
                ServerConnection.Configuration config = serverConnect.GetServerConfiguration();

                // Establish an authenticated connection to the Organization web service. 
                serviceProxy = new OrganizationServiceProxy(config.OrganizationUri, config.HomeRealmUri,
                                                            config.Credentials, config.DeviceCredentials);

                CRUDOperations app = new CRUDOperations();

                // Create any records that must exist in the database. These record references are
                // stored in a collection so the records can be deleted later.
                EntityReferenceCollection records =
                    app.CreateRequiredEntityRecords(serviceProxy);

                // Perform the primary operation of this sample.
                app.Run(serviceProxy, records);

                // Delete all remaining records that were created by this sample.
                app.DeleteEntityRecords(serviceProxy, records, true);
            }

            // Some exceptions to consider catching.
            catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault> e) { HandleException(e); }
            catch (TimeoutException e) { HandleException(e); }
            catch (SecurityTokenValidationException e) { HandleException(e); }
            catch (ExpiredSecurityTokenException e) { HandleException(e); }
            catch (MessageSecurityException e) { HandleException(e); }
            catch (SecurityNegotiationException e) { HandleException(e); }
            catch (SecurityAccessDeniedException e) { HandleException(e); }
            catch (Exception e) { HandleException(e); }

            finally
            {
                // Always dispose the service object to close the service connection and free resources.
                if (serviceProxy != null) serviceProxy.Dispose();

                Console.WriteLine("Press <Enter> to exit.");
                Console.ReadLine();
            }
        }

        /// <summary>
        /// This method performs entity create, retrieve, and update operations.
        /// The delete operation is handled in the DeleteRequiredrecords() method.
        /// </summary>
        /// <param name="serviceProxy">An established connection to the Organization web service.</param>
        /// <param name="records">A collection of entity records created by this sample.</param>
        public void Run(OrganizationServiceProxy serviceProxy, EntityReferenceCollection records)
        {
            // Enable early-bound entity types. This enables use of IntelliSense in Visual Studio
            // and avoids spelling errors in attribute names when using the Entity property bag.
            serviceProxy.EnableProxyTypes();

            // Here we will use the interface instead of the proxy object.
            IOrganizationService service = (IOrganizationService)serviceProxy;

            // Display information about the logged on user.
            Guid userid = ((WhoAmIResponse)service.Execute(new WhoAmIRequest())).UserId;
            SystemUser systemUser = (SystemUser)service.Retrieve("systemuser", userid,
                new ColumnSet(new string[] { "firstname", "lastname" }));
            Console.WriteLine("Logged on user is {0} {1}.", systemUser.FirstName, systemUser.LastName);

            // Retrieve the version of Microsoft Dynamics CRM.
            RetrieveVersionRequest versionRequest = new RetrieveVersionRequest();
            RetrieveVersionResponse versionResponse =
                (RetrieveVersionResponse)service.Execute(versionRequest);
            Console.WriteLine("Microsoft Dynamics CRM version {0}.", versionResponse.Version);

            // Instantiate an account object. Note the use of the option set enumerations defined
            // in OptionSets.cs.
            Account account = new Account { Name = "Fourth Coffee" };
            account.AccountCategoryCode = new OptionSetValue((int)AccountAccountCategoryCode.PreferredCustomer);
            account.CustomerTypeCode = new OptionSetValue((int)AccountCustomerTypeCode.Investor);

            // Create an account record named Fourth Coffee.
            // Save the record reference so we can delete it during cleanup later.
            Guid accountId = service.Create(account);
            var eref = new EntityReference(Account.EntityLogicalName, accountId);
            eref.Name = account.Name;
            records.Add(eref);

            Console.Write("{0} {1} created, ", account.LogicalName, account.Name);

            // Retrieve the account containing several of its attributes. This results in
            // better performance compared to retrieving all attributes.
            ColumnSet cols = new ColumnSet(
                new String[] { "name", "address1_postalcode", "lastusedincampaign" });

            Account retrievedAccount = (Account)service.Retrieve("account", accountId, cols);
            Console.Write("retrieved, ");

            // Update the postal code attribute.
            retrievedAccount.Address1_PostalCode = "98052";

            // There is no address 2 postal code needed.
            retrievedAccount.Address2_PostalCode = null;

            // Shows use of a Money value.
            retrievedAccount.Revenue = new Money(5000000);

            // Shows use of a Boolean value.
            retrievedAccount.CreditOnHold = false;

            // Update the account record.
            service.Update(retrievedAccount);
            Console.WriteLine("and updated.");
        }

        /// <summary>
        /// Create any entity records that the Run() method requires.
        /// </summary>
        public EntityReferenceCollection CreateRequiredEntityRecords(OrganizationServiceProxy service)
        {
            // For this sample, all required entity records are created in the Run() method.
            return new EntityReferenceCollection();
        }

        /// <summary>
        /// Delete all remaining entity records that were created by this sample.
        /// <param name="prompt">When true, the user is prompted whether 
        /// the records created in this sample should be deleted; otherwise, false.</param>
        /// </summary>
        public void DeleteEntityRecords(OrganizationServiceProxy service,
                                        EntityReferenceCollection records, 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)
            {
                while (records.Count > 0)
                {
                    EntityReference entityRef = records[records.Count - 1];
                    Console.WriteLine("Deleting {0} '{1}' ...", entityRef.LogicalName, entityRef.Name);
                    service.Delete(entityRef.LogicalName, entityRef.Id);
                    records.Remove(entityRef);
                }

                Console.WriteLine("Entity records have been deleted.");
            }
        }

        /// Handle a thrown exception.
        /// </summary>
        /// <param name="ex">An exception.</param>
        private static void HandleException(Exception e)
        {
            // Display the details of the exception.
            Console.WriteLine("\n" + e.Message);
            Console.WriteLine(e.StackTrace);

            if (e.InnerException != null) HandleException(e.InnerException);
        }
    }
}

Vedere anche

Esercitazioni per l'apprendimento dello sviluppo per Microsoft Dynamics CRM 2015
Esempio: avvio rapido semplificato di connessione con Microsoft Dynamics CRM
Codice dell'helper: classe di ServerConnection

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