I forgot to invite you at Dynamics 365 Bootcamp in Zurich, next Friday and Saturday (June, 8th – 9th, 2018).
we can meet and talk about technologies, Microsoft Dynamics 365 and more, more, more…
or you can follow my speech 🙂
See you next weekend
Ops.. the link 🙂 http://365saturday.com/dynamics/zurich-switzerland-bootcamp-2018/
public Microsoft.Xrm.Sdk.EntityCollection UserTeams(Guid UserID)
{
QueryExpression query = new QueryExpression("team");
query.ColumnSet = new ColumnSet(true);
LinkEntity link = query.AddLink("teammembership", "teamid", "teamid");
link.LinkCriteria.AddCondition(new ConditionExpression("systemuserid", ConditionOperator.Equal, UserID));
try
{
return service.RetrieveMultiple(query);
}
catch (Exception ex)
{
// Do your Error Handling here
throw ex;
}
}
The code is the following:
public static bool IsTeamMember(Guid teamID, Guid userID, IOrganizationService service)
{
QueryExpression query = new QueryExpression("team");
query.ColumnSet = new ColumnSet(true);
query.Criteria.AddCondition(new ConditionExpression("teamid", ConditionOperator.Equal, teamID));
LinkEntity link = query.AddLink("teammembership", "teamid", "teamid");
link.LinkCriteria.AddCondition(new ConditionExpression("systemuserid", ConditionOperator.Equal, userID));
var results = service.RetrieveMultiple(query);
if (results.Entities.Count > 0)
{
return true;
}
else
{
return false;
}
}
Today I need to get all activities related with a specific user. The way it to easy: We can use FetchXM or Query Expression. I usually prefer use Query Expression.
The code is easy:
private List<Entity> GetAssociatedActivities(EntityReference regarding)
{
QueryExpression query = new QueryExpression { EntityName = "activitypointer", ColumnSet = new ColumnSet(new string[] { "activitytypecode" }) };
query.Criteria.AddCondition("regardingobjectid", ConditionOperator.Equal, regarding.Id);
query.Criteria.AddCondition("statecode", ConditionOperator.NotEqual, 1); //ignore completed
EntityCollection collection = _sdk.RetrieveMultiple(query);
return collection.Entities.ToList();
}
That’s all.
Today I had a timeout error on my application when I tried to use PublishAllXmlRequest .I resolved to use a single PublishXmlRequest in this way:
#region Publish FormXMl
//Publish entity for which formxml has been changed
PublishXmlRequest publishRequest = new PublishXmlRequest();
publishRequest.ParameterXml ="<importexportxml>" +
" <entities>" +
" <entity>" + entityName + "</entity>" +
" </entities>" +
" <nodes/>" +
" <securityroles/> " +
" <settings/>" +
" <workflows/>" +
"</importexportxml>";
try
{
organizationService.Execute(publishRequest);
}
catch (Exception ex)
{
throw new ex
}
#endregion
Today I start to create a tool to help me with some ordinary activity in the upgrade process to CRM2016. I needed a way to migrate DCP entity in the Mail Merge Template. The first problem that I found, is the possibility to enable “Note” in the entity and the second problem was to insert the Note Area inside the main form. The check of the property inside the entity is not enough because we need to edit manually the form. The ckeck enabled the Note Button in edit Form:
I wanted an automatic process. After scounting I found this solution:
private void EnableMailMergeTemplateAnnotation(IOrganizationService service)
{
//Check if note area exists in the entity
if (CheckNoteExist(service))
{
Log.Info("Enable Note - the note panes exists in the form ...");
}
else
{
//Get Entity Metadata for the entity mailmergetemplate
RetrieveEntityRequest retrieveBankAccountEntityRequest = new RetrieveEntityRequest
{
EntityFilters = EntityFilters.Entity,
LogicalName = "mailmergetemplate"
};
RetrieveEntityResponse retrieveMailMergeTemplateMetaData = (RetrieveEntityResponse)service.Execute(retrieveBankAccountEntityRequest);
EntityMetadata mailMergeTemplate = retrieveMailMergeTemplateMetaData.EntityMetadata;
// Enable Notes
UpdateEntityRequest enableNoteRequest = new UpdateEntityRequest
{
Entity = mailMergeTemplate,
HasNotes = true
};
service.Execute(enableNoteRequest);
//Update Form
UpdateEntityForm("mailmergetemplate", service);
//Publish Update
PublishAllXmlRequest publishRequest = new PublishAllXmlRequest();
service.Execute(publishRequest);
}
}
public void UpdateEntityForm(String entityLogicalName, IOrganizationService service)
{
QueryExpression q = new QueryExpression("systemform");
q.ColumnSet = new ColumnSet("formxml");
q.Criteria.AddCondition(new ConditionExpression("type", ConditionOperator.Equal, 2));
q.Criteria.AddCondition(new ConditionExpression("objecttypecode", ConditionOperator.Equal, "mailmergetemplate"));
var entities = service.RetrieveMultiple(q);
if (entities != null)
{
string mainForm = entities.Entities.First().Attributes["formxml"].ToString();
// Definition of a custom tab containing the custom attributes created in this sample
String noteRow = @"<row/>
<row/>
<row>
<cell id=""{33537195-ad98-07d8-7267-2e93e712905d}"" showlabel=""true"" rowspan=""15"" auto=""false"" colspan=""2"">
<labels>
<label description=""Note Text"" languagecode=""1033"" />
</labels>
<control id=""notescontrol"" classid=""{06375649-c143-495e-a496-c962e5b4488e}"" />
</cell>
</row>
<row />
<row />
<row />
<row />
<row />
<row />
<row />
<row />
<row />
<row />
<row />
<row />
<row />
<row />
</rows>
</section>
<section name=""Categorization""";
if (mainForm.Contains("notescontrol"))
{
Log.Info("Note exists in the form...");
}
else
{
string newForm = mainForm.Replace("</rows></section>
<section name=\"Categorization\"", noteRow);
//Updateing the entity form definition
entities.Entities.First().Attributes["formxml"] = newForm;
//saving the bank account form
service.Update(entities.Entities.First());
}
}
}
And with this code my life is more easy.
Today I needed to get the Current User inside a workflow activity. In CRM 2001 process it is not possible to get current user and in some cases a reference can be necessary in order to set the right user.
A Custom Workflow Activity can be created for this purpose, taking advantage of the InitiatingUserId property.
public class GetCurrentUser : CodeActivity
{
[Output("Current User")]
[ReferenceTarget("systemuser")]
public OutArgument<EntityReference> CurrentUser { get; set; }
protected override void Execute(CodeActivityContext context)
{
IWorkflowContext workflowContext = context.GetExtension<IWorkflowContext>();
CurrentUser.Set(context, new EntityReference("systemuser", workflowContext.InitiatingUserId));
}
}
Now from our workflow activity we have the current user.
