CRM Versiyon Alma ( Retrieve the current CRM version)

 public enum CRMVersion
    {
        Unknown,
        CRM2011,
        CRM2011UR12PLUS,
        CRM2013,
        CRM2013SP1,
        CRM2015
    }

 public CRMVersion GetCRMVersion(IOrganizationService service)
        {
            RetrieveVersionRequest versionRequest = new RetrieveVersionRequest();
            RetrieveVersionResponse versionResponse = (RetrieveVersionResponse)service.Execute(versionRequest);

            string version = versionResponse.Version;
            if (version.StartsWith("5"))
            {
                try
                {
                    int buildNumber = Convert.ToInt32(version.Substring(version.LastIndexOf(".") + 1));
                    if (buildNumber > 3000) { return CRMVersion.CRM2011UR12PLUS; }
                }
                catch { }
                return CRMVersion.CRM2011;
            }
            if (version.StartsWith("6.0")) { return CRMVersion.CRM2013; }
            if (version.StartsWith("6.1")) { return CRMVersion.CRM2013SP1; }
            if (version.StartsWith("7")) { return CRMVersion.CRM2015; }
            return CRMVersion.Unknown;
        }

CRM 2011 - Varlığın Takımla Share İlişkisi

Aşağıdaki metot sayesinde herhangi bir kayıdın belli bir takıma share olup olmaması bulunur.

        public static bool Ishared(IOrganizationService service, string entityname, Guid entityid, string teamname)
        {
            var isReturn = false;
            var accessResponse = RetrieveAndDisplayAccess(service, entityname, entityid);
            if (accessResponse != null && accessResponse.PrincipalAccesses != null && accessResponse.PrincipalAccesses.Length != 0)
            {
                foreach (var principalAccess in accessResponse.PrincipalAccesses)
                {
                    if (principalAccess.Principal.LogicalName.ToLower().Equals("team"))
                    {
                        Team team = (Team)service.Retrieve("team", principalAccess.Principal.Id, new ColumnSet("teamid", "name"));
                        if (team != null && team.Id != Guid.Empty)
                        {
                            if (team.Name.ToLower().Equals(teamname.ToLower()))
                            {
                                isReturn = true; break;
                            }
                        }
                    }
                }
            }
            return isReturn;
        }

public static RetrieveSharedPrincipalsAndAccessResponse     RetrieveAndDisplayAccess(IOrganizationService service, string entityname, Guid entityid)
        {
            var accessRequest = new RetrieveSharedPrincipalsAndAccessRequest
            {
                Target = new EntityReference(entityname, entityid)
            };

            // The RetrieveSharedPrincipalsAndAccessResponse returns an entity reference
            // that has a LogicalName of "user" when returning access information for a
            // "team."
            return (RetrieveSharedPrincipalsAndAccessResponse)service.Execute(accessRequest);
        }


Metot Kullanımı

var isShared = Core.IsShared(serv, targetName, _targetId, team.Name);
if (!isShared)
{
 // Bu takımla paylasılmamıs
}

CRM 2011 - OptionSet Alanın Text Değerini Alma (Get Optionset Text)

Aşağıdaki metoda optionset in adını ve texti alınacak değerin value sunu göndermek yeterlidir.

 public string GetOptionsetText(Entity entity, IOrganizationService service, string optionsetName, int optionsetValue)
        {
            string optionsetSelectedText = string.Empty;
            try
            {
                RetrieveOptionSetRequest retrieveOptionSetRequest =new RetrieveOptionSetRequest{
                        Name = optionsetName
                 };

                // Execute the request.
                RetrieveOptionSetResponse retrieveOptionSetResponse =(RetrieveOptionSetResponse)service.Execute(retrieveOptionSetRequest);

                // Access the retrieved OptionSetMetadata.
                OptionSetMetadata retrievedOptionSetMetadata = (OptionSetMetadata)retrieveOptionSetResponse.OptionSetMetadata;

                // Get the current options list for the retrieved attribute.
                OptionMetadata[] optionList = retrievedOptionSetMetadata.Options.ToArray();
                foreach (OptionMetadata optionMetadata in optionList)
                {
                    if (optionMetadata.Value == optionsetValue)
                    {
                        optionsetSelectedText = optionMetadata.Label.UserLocalizedLabel.Label.ToString();
                        break;
                    }
                }
            }
            catch (Exception ex)
            {
                throw ex;
            }
            return optionsetSelectedText;
        }

CRM 2011 - SetStateRequest Kullanımı

public static bool SetStateRequestFunc(IOrganizationService crmService, string entityname, Guid entityid, int state, int statusreason)
        {
            try
            {
                SetStateRequest open = new SetStateRequest
                {
                    EntityMoniker = new EntityReference(entityname, entityid),
                    State = new OptionSetValue(state),
                    Status = new OptionSetValue(statusreason)
                };

                SetStateResponse resp = (SetStateResponse)crmService.Execute(open);

                return true;

            }
            catch (Exception ex)
            {
                throw ex;
            }
        }

CRM 2011 - Option Set İşlemleri (Ekleme,Güncelleme,Silme,Sıralama,Değerleri Alma)

Yeni Option Ekleme

Burada  InsertOptionValueRequest classından yararlanılır.

Local OptionSet

Global OptionSet

Option Güncelleme

Burada  UpdateOptionValueRequest classından yararlanılır.

Local OptionSet




Global Optionset

Option Silme

Burada  DeleteOptionValueRequest classından yararlanılır.

Local OptionSet




Global OptionSet

Option Değerlerini Alma

Burada  RetrieveAttributeRequest classından yararlanılır.

Option Değerlerini Sıralama

Burada  OrderOptionRequest classından yararlanılır.

Not : Yukarıdak metotlarda kullanılan OptionSetList Classı

CRM 2011 - Global OptionSet Değer Ekleme, Güncelleme, Silme ve Sıralama - C#

Yeni Seçenek Ekleme

Aşagıdaki örnek kod parcacıgı InsertOptionValueRequest classı kullanılarak global option sete nasıl yeni bir secenek eklenecegini gösterir.

Örnek Kullanım:

Secenek Texti Güncelleme

Aşagıdaki örnek kod parcacıgı UpdateOptionValueRequest classı kullanılarak global option setteki bir degerin textinin güncellenmesini gösterir.

Secenek Silme

Aşagıdaki örnek kod parcacıgı DeleteOptionValueRequest classı kullanılarak global option setteki bir degerin nasıl silinecegini gösterir.

Seçenek Sıralama

Aşagıdaki örnek kod parcacıgı OrderOptionRequest classı kullanılarak global option setteki degerlerin textine göre sıralanmasını saglar.

Option Set Retrieve

CRM 2011 - Not Varlığına Word Dosyası Ekleme (Attach Word Document to Annotation)

public static void AttachWordDocToNote(EntityReference account, IOrganizationService service)
        {
            // Open a file and read the contents into a byte array
            FileStream stream = File.OpenRead(@"C:\Lakshman\TDD.docx");
            byte[] byteData = new byte[stream.Length];
            stream.Read(byteData, 0, byteData.Length);
            stream.Close();

            // Encode the data using base64.
            string encodedData = System.Convert.ToBase64String(byteData);

            // Add the Note
            Annotation note = new Annotation();

            // Im going to add Note to Account entity
            note.ObjectId = account;
            note.Subject = "Note Added with attachment";

            // Set EncodedData to Document Body
            note.DocumentBody = encodedData;

            // Set the type of attachment
            note.MimeType = @"application\ms-word";
            note.NoteText = "Note Added with Document attached.";

            // Set the File Name
            note.FileName = "TDD.doc";
            service.Create(note);
        }

CRM 2011 - Not Varlığına Text Dosya Ekleme(Attach Text to Annotation)

public static void AttachTextToNote(EntityReference account, IOrganizationService service)
        {
            // Open a file and read the contents into a byte array
            FileStream stream = File.OpenRead(@"C:\Lakshman\sample.txt");
            byte[] byteData = new byte[stream.Length];
            stream.Read(byteData, 0, byteData.Length);
            stream.Close();

            // Encode the data using base64.
            string encodedData = System.Convert.ToBase64String(byteData);

            // Add the Note
            Annotation note = new Annotation();

            // Im going to add Note to Account entity
            note.ObjectId = account;
            note.Subject = "Note Added with attachment";

            // Set EncodedData to Document Body
            note.DocumentBody = encodedData;

            // Set the type of attachment
            note.MimeType = @"text/plain";
            note.NoteText = "Note Added with Text attached.";

            // Set the File Name
            note.FileName = "Sample.txt";
            service.Create(note);
        }

CRM 2011 - Not Varlığına PDF Dosyası Ekleme(Attach PDF To Annotation)

public static void AttachPDFToNote(EntityReference account, IOrganizationService service)
        {
            // Open a file and read the contents into a byte array
            FileStream stream = File.OpenRead(@"C:\Lakshman\TDD1.pdf");
            byte[] byteData = new byte[stream.Length];
            stream.Read(byteData, 0, byteData.Length);
            stream.Close();

            // Encode the data using base64.
            string encodedData = System.Convert.ToBase64String(byteData);

            // Add the Note
            Annotation note = new Annotation();

            // Im going to add Note to Account entity
            note.ObjectId = account;
            note.Subject = "Note Added with attachment";

            // Set EncodedData to Document Body
            note.DocumentBody = encodedData;

            // Set the type of attachment
            note.MimeType = @"application\pdf";
            note.NoteText = "Note Added with pdf attached.";

            // Set the File Name
            note.FileName = "TDD1.pdf";
            service.Create(note);
        }

CRM 2011 - Not Varlığına Excel Dosyası Ekleme (Attach Excel to Annotation)

public static void AttachExcelToNote(EntityReference account, IOrganizationService service)
        {
            // Open a file and read the contents into a byte array
            FileStream stream = File.OpenRead(@"C:\Lakshman\ActiveRecords.xls");
            byte[] byteData = new byte[stream.Length];
            stream.Read(byteData, 0, byteData.Length);
            stream.Close();

            // Encode the data using base64.
            string encodedData = System.Convert.ToBase64String(byteData);

            // Add the Note
            Annotation note = new Annotation();

            // Im going to add Note to Account entity
            note.ObjectId = account;
            note.Subject = "Note Added with attachment";

            // Set EncodedData to Document Body
            note.DocumentBody = encodedData;

            // Set the type of attachment
            note.MimeType = @"application\ms-excel";
            note.NoteText = "Note Added with Excel attached.";

            // Set the File Name
            note.FileName = "ActiveRecords.xls";
            service.Create(note);
        }

CRM 2011-Emaile Dosya Ekleme (Add Attachment To Email )

public static void AddAttachmentToEmail(EntityReference email, IOrganizationService service)
        {
            // Open a file and read the contents into a byte array
            FileStream stream = File.OpenRead(@"C:\Lakshman\sample.txt");
            byte[] byteData = new byte[stream.Length];
            stream.Read(byteData, 0, byteData.Length);
            stream.Close();

            // Encode the data using base64.
            string encodedData = System.Convert.ToBase64String(byteData);
         
            // Add attachment
            ActivityMimeAttachment attachment = new ActivityMimeAttachment();

            // Set the body
            attachment.Body = encodedData;

            // Set the attachment Type
            attachment.MimeType = @"text/plain";
            attachment.FileName = "Sample.txt";

            // Set the regarding object. In my case it is Email entity
            attachment.ObjectId = email;
            attachment.ObjectTypeCode = email.LogicalName;

            // Create the attachment
            service.Create(attachment);
        }

CRM 2011-Not Varlığına Önceden Eklenmiş Dosyayı Silme (Delete Attachment From Annotation)

public static void DeleteAttachmentFromNote(Guid noteId, IOrganizationService service)
        {
            Annotation note = new Annotation();
            note.Id = noteId;

            // Set the Documentbody and other fields to null to remove the attachment
            note.DocumentBody = null;

            note.FileName = null;
            note.IsDocument = false;
            service.Update(note);
        }

CRM 2011- IFRAME (Custom Page) UZERINDE İŞLEM YAPILDIKTAN SONRA CRM FORMUNU REFRESHLEME

Örnegin,
Sipariş formu üzerindesiniz.
Siparişe ekli olan ürünler, kendi olusturdugumuz bir custom page i gösteren  iframe üzerinde görülür durumda olsun.
Bu iframe de ürünleri edit edebiliyor olalım.
Eğer ürünleri edit ettikten sonra formu güncellemek(refresh) istiyorsak;.

Custom Page in code behind ında crm formuna  bir message veriyor olacagız.Bu mesaji crm formu yakalayıp crm formunu refresh edecegiz.

Code Behind(Custom Page)

 protectedvoid refreshGrid()
{
    string refreshCRMGrid = "<script language='javascript'>";
    refreshCRMGrid += "parent.postMessage('RefreshJumpGrid', '*')";
    refreshCRMGrid += "</script>";
    ClientScript.RegisterStartupScript(typeof(string), "RefreshGrid", refreshCRMGrid);
}

yada

Client Side
function CrmPageRefresh(){
parent.postMessage('RefreshJumpGrid', '*');
}
Code behind()
 protectedvoid refreshGrid()
{
    string refreshCRMGrid = "<script language='javascript'>";
    refreshCRMGrid += "CrmPageRefresh()";
    refreshCRMGrid += "</script>";
    ClientScript.RegisterStartupScript(typeof(string), "RefreshGrid", refreshCRMGrid);
}

JavaScript Kod (Crm Formu için)
function Form_onload() {
    window.attachEvent('onmessage', receiveMessage);
}
function receiveMessage(e) {
    if (e.data == "RefreshJumpGrid") {
       window.location.reload();
/*Crm Formu güncellenecektir*/
    }
}

CRM 2011 - PAYLASMA (SHARING) with C#

Paylasma (Share)

public static void Share(string principalName, Guid _principalId, string targetName, Guid _targetId, IOrganizationService serv)

        {

             GrantAccessRequest grantAccessRequest = new GrantAccessRequest

                {

                    PrincipalAccess = new PrincipalAccess

                    {

                        Principal = new EntityReference(principalName, _principalId),

                        AccessMask = AccessRights.ReadAccess | AccessRights.WriteAccess | AccessRights.ShareAccess | AccessRights.AssignAccess | AccessRights.AppendAccess | AccessRights.AppendToAccess

                    },

                    Target = new EntityReference(targetName, _targetId)

                };

                GrantAccessResponse grantAccessResponse=(GrantAccessResponse)serv.Execute(grantAccessRequest);

          

            }

        }

Paylasımı Kaldırma (UnShare)

public static Result UnShare(string principalName, Guid _principalId, string targetName, Guid _targetId, IOrganizationService serv)

        {

         

                RevokeAccessRequest revokeAccessRequest = new RevokeAccessRequest

                {

                    Revokee = new EntityReference(principalName, _principalId),

                    Target = new EntityReference(targetName, _targetId)

                };

                RevokeAccessResponse revokeaccessresponse = (RevokeAccessResponse)serv.Execute(revokeAccessRequest);

          

        }

Eski Paylasımı Guncelleme(Modify)

public static void ModifyObject(EntityReference systemUser, EntityReference account, IOrganizationService service)

        {

            PrincipalAccess principalAccess = new PrincipalAccess

            {

                AccessMask = (AccessRights)852023,

                Principal = systemUser

            };

            ModifyAccessRequest modifyAcessRequest = new ModifyAccessRequest();

            modifyAcessRequest.PrincipalAccess = principalAccess;

            modifyAcessRequest.Target = account;

            service.Execute(modifyAcessRequest);

        }

CRM 2011- KULLANICIYA TAKIM EKLEME ve KALDIRMA(C #)

       // Takımın guid id

            Guid takimId= new Guid("079EE428-F515-E211-B2D9-00155D025F00");

            

            //1.Kullanıcı guid id 

            Guid kullanici1Id= new Guid("486FA7B3-4A6F-E111-AA15-00155D025F09");

            // // 2.Kullanıcı guid id

            Guid kullanici2Id= new Guid("FB9CA21D-7F72-E111-AA15-00155D025F09");

           // kullanıcı listesi

            Guid[] kullanicilar= new[] { kullanici1Id, kullanici2Id};

            KullanicilaraTakimEkle(teamId, kullanicilar, service);

            KullanicilardanTakimKaldir(teamId, kullanicilar, service);

Takım Ekleme Metodu

        public static void KullanicilaraTakimEkle(Guid teamId, Guid[] membersId, IOrganizationService service)

        {

           //Kullanıcılara takım ekleyen nesneyi olustur.

            AddMembersTeamRequest addRequest = new AddMembersTeamRequest();

      

           // eklenecek takım id sini ver.

            addRequest.TeamId = teamId;

            // kullanıcılar listesini ver

            addRequest.MemberIds = membersId;

            // nesneyi calıstır.

            service.Execute(addRequest);

        }

Takım Kaldırma Metodu

        public static void KullanicilardanTakimKaldir(Guid teamId, Guid[] membersId, IOrganizationService service)

        {

            RemoveMembersTeamRequest addRequest = new RemoveMembersTeamRequest();

            addRequest.TeamId = teamId;

            addRequest.MemberIds = membersId;

            service.Execute(addRequest);

        }

CRM 2011- Two Options Alanın Value suna Gore Textini Alma

Herhangi bir entity deki two options fieldın text degerini field ın bulundugu entity nin adı , fieldın adı ve cekılecek textın value sunu gondererek bulabılırsınız.

C# KOD:
        public static string GetBoolText(IOrganizationService service, string entityAdi, string fieldAdi, bool fieldvalue)
        {
            RetrieveAttributeRequest retrieveAttributeRequest = new RetrieveAttributeRequest
            {
                EntityLogicalName = entityAdi,
                LogicalName = fieldAdi,
                RetrieveAsIfPublished = true
            };
            RetrieveAttributeResponse retrieveAttributeResponse = (RetrieveAttributeResponse)service.Execute(retrieveAttributeRequest);
            BooleanAttributeMetadata retrievedBooleanAttributeMetadata = (BooleanAttributeMetadata)retrieveAttributeResponse.AttributeMetadata;
            string boolText = string.Empty;
            if (fieldvalue)
            {
                boolText = retrievedBooleanAttributeMetadata.OptionSet.TrueOption.Label.UserLocalizedLabel.Label;
            }
            else
            {
                boolText = retrievedBooleanAttributeMetadata.OptionSet.FalseOption.Label.UserLocalizedLabel.Label;
            }
            return boolText;
        }

CRM 2011 - ASSOCIATE and DISASSOCIATE KULLANIMI

CRM 2011 - ACTIVE DIRECTORY DE KULLANICI OLUSTURMA

public void Create_AD_User(string username, string password, string firstname, string lastname, string emailid, string contactnumber, ITracingService tracingService)
        {
            tracingService.Trace("Inside Create_AD_User");
            try
            {
                //  Step 1: Create a Directory Entry Object, starting at point in the AD Structure that we would like
                //          to add the user to.  This will come from the path that we selected from the Show AD Structure Tab
                //          and DataGrid.
                DirectoryEntry currentADObject = new DirectoryEntry(adrootpath);

                //  Step 2: Make sure that the AD Object that we are adding to is a container.  Meaning that it can
                //          hold other AD Objects (e.g., users, groups, etc.)
                if (currentADObject.SchemaEntry.Name == "container")
                {
                    //  Step 3: Create a User Object of type User, to be added to the Children colllllection of the
                    //          current AD Object that we created in Step 1
                    DirectoryEntry newUserObject = currentADObject.Children.Add("CN=" + username, "User");

                    //  Step 4: Check to see if the user already exists, and if so, we will overwrite it for Demo simplicity.
                    //          In the real world, you could prompt the user to overwrite or not and code accordingly.
                    if (DirectoryEntry.Exists(newUserObject.Path))
                    {
                        // Step 4a: Remove the user object first
                        currentADObject.Children.Remove(new DirectoryEntry(newUserObject.Path));
                    }

                    //  Step 5: Add the user optional and required properties (sAMAccountName is ALWAYS REQUIRED!!)
                    newUserObject.Properties["sAMAccountName"].Add(username);
                    newUserObject.Properties["givenName"].Add(firstname); //Dont change the givenName and sn, they are the actual active directory properties
                    newUserObject.Properties["sn"].Add(lastname);
                    newUserObject.Properties["mobile"].Add(contactnumber);
                    newUserObject.Properties["mail"].Add(emailid);
                 
         
                    //  Step 6: Commit the changes to the AD data store
                    newUserObject.CommitChanges();

                    //  Step 7: Set the password for the new account, which can only be done AFTER the account exists!
                    //          We are using the "Invoke" method on the newUserObject, which uses Native AD Object under the hood to set
                    //          the password.  I've only seen this done, using the Invoke method, which is why I've used it here
                    newUserObject.Invoke("setPassword", password);

                    //  Step 8: Enable the user, if the user wants to, by setting the userAccountControl property
                    //          to the magical value of 0x0200.  The disable-user value is 0x0002
                    newUserObject.Properties["userAccountControl"].Value = 0x0200;
                    newUserObject.CommitChanges();

                    string ad_successvar = "User: " + username + " successfully created in AD!";
                    tracingService.Trace(ad_successvar);
                 
                }
                else
                {
                    string ad_unsuccessvar = "You must select an AD Object that is a container, user creation in AD Failed";
                    tracingService.Trace(ad_unsuccessvar);
                }
            }

            catch (Exception ex)
            {
                string ad_exception = ex.Message + " some exception in creating the user in AD";
                tracingService.Trace(ad_exception);
            }

        }

CRM 2011-ENTITY REFERENCE COLLECTION KULLANIMI

Eger entity reference collection kullanmamız gerekıyorsa ;QueryExpression yoluyla sorgumuzu yaptıktan sonra entity collection da tuttugumuz degerlerı asagıdakı kod da oldugu gibi entity reference collection a atarız.

QueryExpression sorgu=new QueryExpression (){

};
EntityCollection ec=null;

ec=service.RetrieveMultiple(sorgu);

EntityReferenceCollection co = new EntityReferenceCollection();
                if (ec != null)
                {
                    if (ec.Entities.Count > 0)
                    {
                        foreach (Entity item in ec.Entities)
                        {
                            co.Add(item.ToEntityReference());
                        }
                        return co;
                    }
                    else
                    {
                        return null;
                    }
                }

CRM 2011-INVOICE PRICING LOCK and UNLOCK

LOCK:

                    

  LockInvoicePricingRequest lockInvoiceRequest =

                        new LockInvoicePricingRequest()

                    {

                        InvoiceId = _invoiceId

                    };

                    _serviceProxy.Execute(lockInvoiceRequest);

                    Console.WriteLine("Invoice pricing lock.");

UNLOCK:

  UnlockInvoicePricingRequest unlockInvoiceRequest =

                        new UnlockInvoicePricingRequest()

                    {

                        InvoiceId = _invoiceId

                    };

                    _serviceProxy.Execute(unlockInvoiceRequest);

                    Console.WriteLine("Invoice pricing unlocked.");