Amostra: Criar e atualizar metadados da entidade

Publicado: novembro de 2016

Aplicável a: Dynamics CRM 2015

Este código de exemplo é para o Atualização do Microsoft Dynamics CRM 2015 e Microsoft Dynamics CRM Online 2015.Baixe o pacote do SDK do Microsoft Dynamics CRM. Pode ser encontrado no seguinte local no pacote de download:

SampleCode\CS\Metadata\Entities\CreateUpdateEntityMetadata.cs

Requisitos

Para obter mais informações sobre os requisitos necessários à execução do código de exemplo fornecido neste SDK, consulte Usar o código de exemplo e auxiliar.

Demonstra

Este exemplo mostra como criar uma entidade personalizada usando a mensagem CreateEntityRequest. Também usa o CreateAttributeRequest para adicionar vários tipos diferentes atributos da entidade.

Exemplo

using System;
using System.ServiceModel;
using System.ServiceModel.Description;
using System.Diagnostics;
using System.Xml.Linq;

// These namespaces are found in the Microsoft.Xrm.Sdk.dll assembly
// found in the SDK\bin folder.
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Client;
using Microsoft.Xrm.Sdk.Query;
using Microsoft.Xrm.Sdk.Discovery;
using Microsoft.Xrm.Sdk.Messages;
using Microsoft.Xrm.Sdk.Metadata;

// This namespace is found in Microsoft.Crm.Sdk.Proxy.dll assembly
// found in the SDK\bin folder.
using Microsoft.Crm.Sdk.Messages;

namespace Microsoft.Crm.Sdk.Samples
{
 public class CreateUpdateEntityMetadata
 {
  #region Class Level Members
  /// <summary>
  /// Stores the organization service proxy.
  /// </summary>
  private OrganizationServiceProxy _serviceProxy;

  private const String _customEntityName = "new_bankaccount";

  #endregion Class Level Members

  #region How To Sample Code
  /// <summary>
  /// Create a custom entity.
  /// Update the custom entity.
  /// Optionally delete the custom entity.
  /// </summary>
  /// <param name="serverConfig">Contains server connection information.</param>
  /// <param name="promptForDelete">When True, the user will be prompted to delete all
  /// created entities.</param>
  public void Run(ServerConnection.Configuration serverConfig, bool promptForDelete)
  {
   try
   {

    // Connect to the Organization service. 
    // The using statement assures that the service proxy will be properly disposed.
    using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,serverConfig.Credentials, serverConfig.DeviceCredentials))
    {
     // This statement is required to enable early-bound type support.
     _serviceProxy.EnableProxyTypes();


     // Create the custom entity.
     CreateEntityRequest createrequest = new CreateEntityRequest
     {

      //Define the entity
      Entity = new EntityMetadata
      {
       SchemaName = _customEntityName,
       DisplayName = new Label("Bank Account", 1033),
       DisplayCollectionName = new Label("Bank Accounts", 1033),
       Description = new Label("An entity to store information about customer bank accounts", 1033),
       OwnershipType = OwnershipTypes.UserOwned,
       IsActivity = false,

      },

      // Define the primary attribute for the entity
      PrimaryAttribute = new StringAttributeMetadata
      {
       SchemaName = "new_accountname",
       RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
       MaxLength = 100,
       FormatName = StringFormatName.Text,
       DisplayName = new Label("Account Name", 1033),
       Description = new Label("The primary attribute for the Bank Account entity.", 1033)
      }

     };
     _serviceProxy.Execute(createrequest);
     Console.WriteLine("The bank account entity has been created.");


     // Add some attributes to the Bank Account entity
     CreateAttributeRequest createBankNameAttributeRequest = new CreateAttributeRequest
     {
      EntityName = _customEntityName,
      Attribute = new StringAttributeMetadata
      {
       SchemaName = "new_bankname",
       RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
       MaxLength = 100,
       FormatName = StringFormatName.Text,
       DisplayName = new Label("Bank Name", 1033),
       Description = new Label("The name of the bank.", 1033)
      }
     };

     _serviceProxy.Execute(createBankNameAttributeRequest);
     Console.WriteLine("An bank name attribute has been added to the bank account entity.");

     CreateAttributeRequest createBalanceAttributeRequest = new CreateAttributeRequest
     {
      EntityName = _customEntityName,
      Attribute = new MoneyAttributeMetadata
      {
       SchemaName = "new_balance",
       RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
       PrecisionSource = 2,
       DisplayName = new Label("Balance", 1033),
       Description = new Label("Account Balance at the last known date", 1033),

      }
     };

     _serviceProxy.Execute(createBalanceAttributeRequest);
     Console.WriteLine("An account balance attribute has been added to the bank account entity.");

     CreateAttributeRequest createCheckedDateRequest = new CreateAttributeRequest
     {
      EntityName = _customEntityName,
      Attribute = new DateTimeAttributeMetadata
      {
       SchemaName = "new_checkeddate",
       RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
       Format = DateTimeFormat.DateOnly,
       DisplayName = new Label("Date", 1033),
       Description = new Label("The date the account balance was last confirmed", 1033)

      }
     };

     _serviceProxy.Execute(createCheckedDateRequest);
     Console.WriteLine("An date attribute has been added to the bank account entity.");
     //Create a lookup attribute to link the bank account with a contact record.

     CreateOneToManyRequest req = new CreateOneToManyRequest()
     {
      Lookup = new LookupAttributeMetadata()
      {
       Description = new Label("The owner of the bank account", 1033),
       DisplayName = new Label("Account Owner", 1033),
       LogicalName = "new_parent_contactid",
       SchemaName = "New_Parent_ContactId",
       RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.ApplicationRequired)
      },
      OneToManyRelationship = new OneToManyRelationshipMetadata()
      {
       AssociatedMenuConfiguration = new AssociatedMenuConfiguration()
       {
        Behavior = AssociatedMenuBehavior.UseCollectionName,
        Group = AssociatedMenuGroup.Details,
        Label = new Label("Bank Accounts", 1033),
        Order = 10000
       },
       CascadeConfiguration = new CascadeConfiguration()
       {
        Assign = CascadeType.Cascade,
        Delete = CascadeType.Cascade,
        Merge = CascadeType.Cascade,
        Reparent = CascadeType.Cascade,
        Share = CascadeType.Cascade,
        Unshare = CascadeType.Cascade
       },
       ReferencedEntity = Contact.EntityLogicalName,
       ReferencedAttribute = "contactid",
       ReferencingEntity = _customEntityName,
       SchemaName = "new_contact_new_bankaccount"
      }
     };
     _serviceProxy.Execute(req);
     Console.WriteLine("A lookup attribute has been added to the bank account entity to link it with the Contact entity.");

     //Create an Image attribute for the custom entity
     // Only one Image attribute can be added to an entity that doesn't already have one.
     CreateAttributeRequest createEntityImageRequest = new CreateAttributeRequest
     {
      EntityName = _customEntityName,
      Attribute = new ImageAttributeMetadata
      {
       SchemaName = "EntityImage", //The name is always EntityImage
       RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
       DisplayName = new Label("Image", 1033),
       Description = new Label("An image to represent the bank account.", 1033)

      }
     };

     _serviceProxy.Execute(createEntityImageRequest);
     Console.WriteLine("An image attribute has been added to the bank account entity.");


     RetrieveEntityRequest retrieveBankAccountEntityRequest = new RetrieveEntityRequest
     {
      EntityFilters = EntityFilters.Entity,
      LogicalName = _customEntityName
     };
     RetrieveEntityResponse retrieveBankAccountEntityResponse = (RetrieveEntityResponse)_serviceProxy.Execute(retrieveBankAccountEntityRequest);
     EntityMetadata BankAccountEntity = retrieveBankAccountEntityResponse.EntityMetadata;

     // Disable Mail merge
     BankAccountEntity.IsMailMergeEnabled = new BooleanManagedProperty(false);
     // Enable Notes
     UpdateEntityRequest updateBankAccountRequest = new UpdateEntityRequest
     {
      Entity = BankAccountEntity,
      HasNotes = true
     };



     _serviceProxy.Execute(updateBankAccountRequest);

     Console.WriteLine("The bank account entity has been updated");


     //Update the entity form so the new fields are visible
     UpdateEntityForm(_customEntityName);

     // Customizations must be published after an entity is updated.
     PublishAllXmlRequest publishRequest = new PublishAllXmlRequest();
     _serviceProxy.Execute(publishRequest);
     Console.WriteLine("Customizations were published.");

     //Provides option to view the entity in the default solution
     ShowEntityInBrowser(promptForDelete, BankAccountEntity);
     //Provides option to view the entity form with the fields added
     ShowEntityFormInBrowser(promptForDelete, BankAccountEntity);

     DeleteRequiredRecords(promptForDelete);
    }
   }

   // Catch any service fault exceptions that Microsoft Dynamics CRM throws.
   catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>)
   {
    // You can handle an exception here or pass it back to the calling method.
    throw;
   }
  }

  /// <summary>
  /// Deletes the custom entity that was created for this sample.
  /// <param name="prompt">Indicates whether to prompt the user to delete the records created in this sample.</param>
  /// </summary>
  public void DeleteRequiredRecords(bool prompt)
  {
   bool deleteEntity = true;

   if (prompt)
   {
    Console.WriteLine("\nDo you want this custom entity deleted? (y/n)");
    String answer = Console.ReadLine();

    deleteEntity = (answer.StartsWith("y") || answer.StartsWith("Y"));
   }

   if (deleteEntity)
   {
    DeleteEntityRequest request = new DeleteEntityRequest()
    {
     LogicalName = _customEntityName,
    };
    _serviceProxy.Execute(request);
    Console.WriteLine("The records have been deleted.");
   }
  }

  public void ShowEntityInBrowser(bool prompt, EntityMetadata BankAccountEntity)
  {

   if (prompt)
   {

    Console.WriteLine("\nDo you want to view this custom entity in the default solution? (y/n)");
    String answer = Console.ReadLine();
    if (answer.StartsWith("y") || answer.StartsWith("Y"))
    {

     try
     {
      String webServiceURL = _serviceProxy.EndpointSwitch.PrimaryEndpoint.AbsoluteUri;
      String entityInDefaultSolutionUrl = webServiceURL.Replace("XRMServices/2011/Organization.svc",
       String.Format("tools/solution/edit.aspx?def_category=9801&amp;def_type={0}&amp;id=%7bFD140AAF-4DF4-11DD-BD17-0019B9312238%7d", BankAccountEntity.ObjectTypeCode));

      ProcessStartInfo browserProcess = new ProcessStartInfo("iexplore.exe");
      browserProcess.Arguments = entityInDefaultSolutionUrl;
      Process.Start(browserProcess);

     }
     catch (SystemException)
     {
      Console.WriteLine("\nThere was a problem opening Internet Explorer.");
     }

    }

   }


  }

  public void ShowEntityFormInBrowser(bool prompt, EntityMetadata BankAccountEntity)
  {
   if (prompt)
   {
    Console.WriteLine("\nDo you want to view the form for this entity? (y/n)");
    String viewFormAnswer = Console.ReadLine();
    if (viewFormAnswer.StartsWith("y") || viewFormAnswer.StartsWith("Y"))
    {
     try
     {
      String webServiceURL = _serviceProxy.EndpointSwitch.PrimaryEndpoint.AbsoluteUri;
      String entityInDefaultSolutionUrl = webServiceURL.Replace("XRMServices/2011/Organization.svc",
       String.Format("main.aspx?etn={0}&amp;pagetype=entityrecord", BankAccountEntity.LogicalName));

      ProcessStartInfo browserProcess = new ProcessStartInfo("iexplore.exe");
      browserProcess.Arguments = entityInDefaultSolutionUrl;
      Process.Start(browserProcess);

     }
     catch (SystemException)
     {
      Console.WriteLine("\nThere was a problem opening Internet Explorer.");
     }
    }
   }
  }
  /// <summary>
  /// Updates the formXml to add a new tab containing the fields added by this sample.
  /// <param name="entityLogicalName">The logical name of the new_bankaccount entity used in this sample</param>
  /// </summary>
  public void UpdateEntityForm(String entityLogicalName)
  {

   QueryExpression qe = new QueryExpression("systemform");
   qe.Criteria.AddCondition("type", ConditionOperator.Equal, 2); //main form
   qe.Criteria.AddCondition("objecttypecode", ConditionOperator.Equal, entityLogicalName); //for new_bankaccount entity
   qe.ColumnSet.AddColumn("formxml");
   //Retrieve the first main entity form for this entity
   SystemForm bankAccountMainForm = (SystemForm)_serviceProxy.RetrieveMultiple(qe).Entities[0];

   XDocument bankAccountFormXml = XDocument.Parse(bankAccountMainForm.FormXml);
   //Set the showImage attribute so the entity image will be displayed
   bankAccountFormXml.Root.SetAttributeValue("showImage", true);

   // Definition of a custom tab containing the custom attributes created in this sample
   String formTabXmlString = @"<tab name=""custom_attributes""
       id=""{824792c4-ea85-1504-40e2-b780b26dc6ab}""
       IsUserDefined=""0""
       locklevel=""0""
       showlabel=""true""
       expanded=""true"">
   <labels>
    <label description=""Custom Attributes""
           languagecode=""1033"" />
   </labels>
   <columns>
    <column width=""100%"">
     <sections>
      <section name=""custom_section""
               showlabel=""false""
               showbar=""false""
               locklevel=""0""
               id=""{9bda81ec-e41b-7a4d-08b4-4536c5862ce1}""
               IsUserDefined=""0""
               layout=""varwidth""
               columns=""1""
               labelwidth=""115""
               celllabelalignment=""Left""
               celllabelposition=""Left"">
       <labels>
        <label description=""Section""
               languagecode=""1033"" />
       </labels>
       <rows>
        <row>
         <cell id=""{04b95931-78c7-6913-a005-922d20e521b7}""
               showlabel=""true""
               locklevel=""0"">
          <labels>
           <label description=""Account Owner""
                  languagecode=""1033"" />
          </labels>
          <control id=""new_parent_contactid""
                   classid=""{270BD3DB-D9AF-4782-9025-509E298DEC0A}""
                   datafieldname=""new_parent_contactid""
                   disabled=""false"" />
         </cell>
        </row>
        <row>
         <cell id=""{6e5975d3-64b5-14eb-00e4-064e3dd298b9}""
               showlabel=""true""
               locklevel=""0"">
          <labels>
           <label description=""Bank Name""
                  languagecode=""1033"" />
          </labels>
          <control id=""new_bankname""
                   classid=""{4273EDBD-AC1D-40d3-9FB2-095C621B552D}""
                   datafieldname=""new_bankname""
                   disabled=""false"" />
         </cell>
        </row>
        <row>
         <cell id=""{3b436dba-6156-42e9-697b-e275d373505b}""
               showlabel=""true""
               locklevel=""0"">
          <labels>
           <label description=""Balance""
                  languagecode=""1033"" />
          </labels>
          <control id=""new_balance""
                   classid=""{533B9E00-756B-4312-95A0-DC888637AC78}""
                   datafieldname=""new_balance""
                   disabled=""false"" />
         </cell>
        </row>
        <row>
         <cell id=""{0e9a3d8a-bd69-71ad-4ca4-2dcd10858719}""
               showlabel=""true""
               locklevel=""0"">
          <labels>
           <label description=""Date""
                  languagecode=""1033"" />
          </labels>
          <control id=""new_checkeddate""
                   classid=""{5B773807-9FB2-42db-97C3-7A91EFF8ADFF}""
                   datafieldname=""new_checkeddate""
                   disabled=""false"" />
         </cell>
        </row>
       </rows>
      </section>
     </sections>
    </column>
   </columns>
  </tab>";

   XDocument formTabXml = XDocument.Parse(formTabXmlString);

   //Adding this tab to the tabs element
   bankAccountFormXml.Root.Element("tabs").Add(formTabXml.Root);
   //Updateing the entity form definition
   bankAccountMainForm.FormXml = bankAccountFormXml.ToString();
   //saving the bank account form
   _serviceProxy.Update(bankAccountMainForm);

  }
  #endregion How To Sample Code

  #region Main
  /// <summary>
  /// Standard Main() method used by most SDK samples.
  /// </summary>
  /// <param name="args"></param>
  static public void Main(string[] args)
  {
   try
   {
    // Obtain the target organization's Web address and client logon 
    // credentials from the user.
    ServerConnection serverConnect = new ServerConnection();
    ServerConnection.Configuration config = serverConnect.GetServerConfiguration();

    CreateUpdateEntityMetadata app = new CreateUpdateEntityMetadata();
    app.Run(config, true);
   }
   catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault> ex)
   {
    Console.WriteLine("The application terminated with an error.");
    Console.WriteLine("Timestamp: {0}", ex.Detail.Timestamp);
    Console.WriteLine("Code: {0}", ex.Detail.ErrorCode);
    Console.WriteLine("Message: {0}", ex.Detail.Message);
    Console.WriteLine("Plugin Trace: {0}", ex.Detail.TraceText);
    Console.WriteLine("Inner Fault: {0}",
        null == ex.Detail.InnerFault ? "No Inner Fault" : "Has Inner Fault");
   }
   catch (System.TimeoutException ex)
   {
    Console.WriteLine("The application terminated with an error.");
    Console.WriteLine("Message: {0}", ex.Message);
    Console.WriteLine("Stack Trace: {0}", ex.StackTrace);
    Console.WriteLine("Inner Fault: {0}",
        null == ex.InnerException.Message ? "No Inner Fault" : ex.InnerException.Message);
   }
   catch (System.Exception ex)
   {
    Console.WriteLine("The application terminated with an error.");
    Console.WriteLine(ex.Message);

    // Display the details of the inner exception.
    if (ex.InnerException != null)
    {
     Console.WriteLine(ex.InnerException.Message);

     FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault> fe = ex.InnerException
         as FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>;
     if (fe != null)
     {
      Console.WriteLine("Timestamp: {0}", fe.Detail.Timestamp);
      Console.WriteLine("Code: {0}", fe.Detail.ErrorCode);
      Console.WriteLine("Message: {0}", fe.Detail.Message);
      Console.WriteLine("Plugin Trace: {0}", fe.Detail.TraceText);
      Console.WriteLine("Inner Fault: {0}",
          null == fe.Detail.InnerFault ? "No Inner Fault" : "Has Inner Fault");
     }
    }
   }
   // Additional exceptions to catch: SecurityTokenValidationException, ExpiredSecurityTokenException,
   // SecurityAccessDeniedException, MessageSecurityException, and SecurityNegotiationException.

   finally
   {

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

  }
  #endregion Main

 }
}

Confira Também

RetrieveAllEntitiesRequest
RetrieveAllEntitiesResponse
Personalizar metadados da entidade
Exemplo: Criar uma entidade personalizada de atividade
Estender o modelo de metadados

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