Sample: Create and publish products
Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online
This sample code is for Microsoft Dynamics 365 (online & on-premises). Download the Microsoft Dynamics CRM SDK package. It can be found in the following location in the download package:
SampleCode\CS\BusinessDataModel\ProductCatalog\CreateAndPublishProducts.cs
Requirements
For more information about the requirements for running the sample code provided in this SDK, see Use the sample and helper code.
Demonstrates
This sample shows how to:
Create a product family, product property, and child products.
Override a product property at a child product level.
Publish the product hierarchy.
Revise a child product to overwrite the overridden property.
Example
using System;
using System.ServiceModel;
using System.ServiceModel.Description;
// 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.Messages;
using Microsoft.Xrm.Sdk.Client;
using Microsoft.Xrm.Sdk.Query;
using Microsoft.Xrm.Sdk.Discovery;
// 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
{
/// <summary>
/// This sample shows how to:
/// - Create a product family, product property, and child products.
/// - Override a product property at a child product level.
/// - Publish the product hierarchy.
/// - Revise a child product to overwrite the overridden property.
/// </summary>
public class CreateAndPublishProducts
{
#region Class Level Members
/// <summary>
/// Stores the organization service proxy.
/// </summary>
private OrganizationServiceProxy _serviceProxy;
// Define the IDs needed for this sample.
public Guid _unitGroupId;
public Guid _product1Id;
public Guid _product2Id;
public Guid _productFamilyId;
public Guid _productPropertyId;
public Guid _productOverridenPropertyId;
public Guid _productOverwrittenPropertyId;
public Guid _priceListId;
public Guid _priceListItem1Id;
public Guid _priceListItem2Id;
public Guid _productRelationId;
public UoM _unit;
#endregion Class Level Members
#region How To Sample Code
/// <summary>
/// Create and configure the organization service proxy.
/// Initiate creating all entity records that this sample requires.
/// Create a product family with a product property and two child product records.
/// Create a substitute relation between the two products.
/// Override the product property for one of the child products.
/// Publish the product family hierarchy, including the child records.
/// Revise a child product to overwrite the overridden property.
/// Publish the child product.
/// Optionally delete any entity records that were created for this sample.
/// </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 = ServerConnection.GetOrganizationProxy(serverConfig))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
// Call the method to create any data that this sample requires.
CreateRequiredRecords();
//<snippetCreateandublishProducts1>
// Create a product family
Product newProductFamily = new Product
{
Name = "Example Product Family",
ProductNumber = "PF001",
ProductStructure = new OptionSetValue(2)
};
_productFamilyId = _serviceProxy.Create(newProductFamily);
Console.WriteLine("\nCreated '{0}'", newProductFamily.Name);
// Create a product property
DynamicProperty newProperty = new DynamicProperty
{
Name = "Example Property",
RegardingObjectId = new EntityReference(Product.EntityLogicalName,
_productFamilyId),
IsReadOnly = true,
IsRequired = true,
IsHidden = false,
DataType = new OptionSetValue(3), //Single line of text
DefaultValueString = "Default Value"
};
_productPropertyId = _serviceProxy.Create(newProperty);
Console.WriteLine("\nCreated '{0}' for the product family", newProperty.Name);
// Create couple of product records under the product family
Product newProduct1 = new Product
{
Name = "Example Product 1",
ProductNumber = "P001",
ProductStructure = new OptionSetValue(1),
ParentProductId = new EntityReference(Product.EntityLogicalName, _productFamilyId),
QuantityDecimal = 2,
DefaultUoMScheduleId = new EntityReference(UoMSchedule.EntityLogicalName, _unitGroupId),
DefaultUoMId = new EntityReference(UoM.EntityLogicalName, _unit.Id)
};
_product1Id = _serviceProxy.Create(newProduct1);
Console.WriteLine("\nCreated '{0}' under the product family", newProduct1.Name);
Product newProduct2 = new Product
{
Name = "Example Product 2",
ProductNumber = "P002",
ProductStructure = new OptionSetValue(1),
ParentProductId = new EntityReference(Product.EntityLogicalName, _productFamilyId),
QuantityDecimal = 2,
DefaultUoMScheduleId = new EntityReference(UoMSchedule.EntityLogicalName, _unitGroupId),
DefaultUoMId = new EntityReference(UoM.EntityLogicalName, _unit.Id)
};
_product2Id = _serviceProxy.Create(newProduct2);
Console.WriteLine("Created '{0}' under the product family", newProduct2.Name);
// Create a price list items for the products
ProductPriceLevel newPriceListItem1 = new ProductPriceLevel
{
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName, _priceListId),
ProductId = new EntityReference(Product.EntityLogicalName, _product1Id),
UoMId = new EntityReference(UoM.EntityLogicalName, _unit.Id),
Amount = new Money(20)
};
_priceListItem1Id = _serviceProxy.Create(newPriceListItem1);
Console.WriteLine("\nCreated price list for '{0}'", newProduct1.Name);
ProductPriceLevel newPriceListItem2 = new ProductPriceLevel
{
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName, _priceListId),
ProductId = new EntityReference(Product.EntityLogicalName, _product2Id),
UoMId = new EntityReference(UoM.EntityLogicalName, _unit.Id),
Amount = new Money(20)
};
_priceListItem2Id = _serviceProxy.Create(newPriceListItem2);
Console.WriteLine("Created price list for '{0}'", newProduct2.Name);
// Set the product relationship
// Set Example Product 1 and Example Product 2 as substitute of each other (bi-directional)
ProductSubstitute newProductRelation = new ProductSubstitute
{
SalesRelationshipType = new OptionSetValue(3),
Direction = new OptionSetValue(1),
ProductId = new EntityReference(Product.EntityLogicalName, _product1Id),
SubstitutedProductId = new EntityReference(Product.EntityLogicalName, _product2Id)
};
_productRelationId = _serviceProxy.Create(newProductRelation);
Console.WriteLine("\nCreated a substitute relation between the two products.");
//</snippetCreateandublishProducts1>
// Override a product property at the product level
// In this case we will override the property for 'Example Product 1'
DynamicProperty newOverrideProperty = new DynamicProperty();
newOverrideProperty.BaseDynamicPropertyId = new EntityReference(DynamicProperty.EntityLogicalName,
_productPropertyId);
newOverrideProperty.RegardingObjectId = new EntityReference(Product.EntityLogicalName, _product1Id);
_productOverridenPropertyId = _serviceProxy.Create(newOverrideProperty);
// Retrieve the attributes of the cloned property you want to update
ColumnSet columns = new ColumnSet();
columns.AddColumns("name", "isreadonly", "isrequired");
DynamicProperty retrievedOverridenProperty = (DynamicProperty)_serviceProxy.Retrieve(
DynamicProperty.EntityLogicalName, _productOverridenPropertyId,
columns);
// Update the attributes
retrievedOverridenProperty.Name = "Overridden Example Property";
retrievedOverridenProperty.IsReadOnly = true;
retrievedOverridenProperty.IsRequired = false;
_serviceProxy.Update(retrievedOverridenProperty);
Console.WriteLine("\nOverridden the product property for 'Example Product 1'.");
// Prompt the user whether to publish the product family and products
bool publishRecords = true;
Console.WriteLine("\nDo you want the product records published? (y/n)");
String answer = Console.ReadLine();
publishRecords = (answer.StartsWith("y") || answer.StartsWith("Y"));
if (publishRecords)
{
PublishProductHierarchyRequest publishReq = new PublishProductHierarchyRequest
{
Target = new EntityReference(Product.EntityLogicalName, _productFamilyId)
};
PublishProductHierarchyResponse published = (PublishProductHierarchyResponse)_serviceProxy.Execute(publishReq);
if (published.Results != null)
{
Console.WriteLine("Published the product records");
}
// Overwrite a product property
Console.WriteLine("\nRevising 'Example Product 1' to demonstrate product property overwrite.");
// Retrieve the StateCode of Product that you want to revise
ColumnSet cols = new ColumnSet();
cols.AddColumns("name", "statecode");
Product retrievedPublishedProduct = (Product)_serviceProxy.Retrieve(
Product.EntityLogicalName, _product1Id,
cols);
// Update the state of the Product to "Under Revision"
retrievedPublishedProduct.StateCode = ProductState.UnderRevision;
UpdateRequest updatePropertyState = new UpdateRequest
{
Target = retrievedPublishedProduct
};
_serviceProxy.Execute(updatePropertyState);
Console.WriteLine("\nChanged '{0}' to 'Under Revision' state.", retrievedPublishedProduct.Name);
DynamicProperty newOverwriteProperty = new DynamicProperty();
newOverwriteProperty.BaseDynamicPropertyId = new EntityReference(DynamicProperty.EntityLogicalName,
_productOverridenPropertyId);
newOverwriteProperty.RegardingObjectId = new EntityReference(Product.EntityLogicalName,
_product1Id);
_productOverwrittenPropertyId = _serviceProxy.Create(newOverwriteProperty);
// Retrieve the attributes of the cloned property you want to update
ColumnSet myCols = new ColumnSet();
myCols.AddColumns("name", "isreadonly", "isrequired");
DynamicProperty retrievedOverwrittenProperty = (DynamicProperty)_serviceProxy.Retrieve(
DynamicProperty.EntityLogicalName, _productOverwrittenPropertyId,
myCols);
// Update the attributes of the cloned property to complete the overwrite
retrievedOverwrittenProperty.Name = "Overwritten Example Property";
retrievedOverwrittenProperty.IsReadOnly = true;
retrievedOverridenProperty.IsRequired = false;
_serviceProxy.Update(retrievedOverwrittenProperty);
Console.WriteLine("\nOverwritten the product property for 'Example Product 1'.");
// Retrieve the StateCode of Product that you want to publish
ColumnSet prodCols = new ColumnSet();
prodCols.AddColumns("name", "statecode");
Product retrievedRevisedProduct = (Product)_serviceProxy.Retrieve(
Product.EntityLogicalName, _product1Id,
prodCols);
// Update the state of the Product to "Active"
retrievedRevisedProduct.StateCode = ProductState.Active;
UpdateRequest publishProduct1 = new UpdateRequest
{
Target = retrievedRevisedProduct
};
_serviceProxy.Execute(publishProduct1);
Console.WriteLine("\nPublished '{0}'.", retrievedRevisedProduct.Name);
}
DeleteRequiredRecords(promptForDelete);
}
}
catch
{
// You can handle an exception here or pass it back to the calling method.
throw;
}
}
/// <summary>
/// This method creates any entity records that this sample requires.
/// Create a unit group and price list.
/// </summary>
public void CreateRequiredRecords()
{
Console.WriteLine("Creating required records for the sample");
Console.WriteLine("*****************************************");
// Create a unit group.
UoMSchedule newUnitGroup = new UoMSchedule
{
Name = "Example Unit Group",
BaseUoMName = "Example Primary Unit"
};
_unitGroupId = _serviceProxy.Create(newUnitGroup);
Console.WriteLine("Created {0}", newUnitGroup.Name);
// retrieve the unit id.
QueryExpression unitQuery = new QueryExpression
{
EntityName = UoM.EntityLogicalName,
ColumnSet = new ColumnSet("uomid", "name"),
Criteria = new FilterExpression(),
PageInfo = new PagingInfo
{
PageNumber = 1,
Count = 1
}
};
unitQuery.Criteria.AddCondition("uomscheduleid", ConditionOperator.Equal, _unitGroupId);
// Retrieve the unit.
_unit = (UoM)_serviceProxy.RetrieveMultiple(unitQuery).Entities[0];
Console.WriteLine("Retrieved {0}", _unit.Name);
// Create a price list
PriceLevel newPriceList = new PriceLevel
{
Name = "Example Price List"
};
_priceListId = _serviceProxy.Create(newPriceList);
Console.WriteLine("Created {0}", newPriceList.Name);
Console.WriteLine("*****************************************");
return;
}
/// <summary>
/// Deletes any entity records that were 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 deleteRecords = true;
if (prompt)
{
Console.WriteLine("\nDo you want these entity records deleted? (y/n)");
String answer = Console.ReadLine();
deleteRecords = (answer.StartsWith("y") || answer.StartsWith("Y"));
}
if (deleteRecords)
{
Console.WriteLine("Deleting entity records... please wait!");
_serviceProxy.Delete(ProductSubstitute.EntityLogicalName, _productRelationId);
_serviceProxy.Delete(ProductPriceLevel.EntityLogicalName, _priceListItem1Id);
_serviceProxy.Delete(ProductPriceLevel.EntityLogicalName, _priceListItem2Id);
_serviceProxy.Delete(Product.EntityLogicalName, _productFamilyId);
_serviceProxy.Delete(PriceLevel.EntityLogicalName, _priceListId);
_serviceProxy.Delete(UoMSchedule.EntityLogicalName, _unitGroupId);
Console.WriteLine("Entity records have been deleted.");
}
}
#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();
CreateAndPublishProducts app = new CreateAndPublishProducts();
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
}
}
See Also
Create and manage product families, products, bundles, and product properties
Publish, revise, revert, retire, and activate products (product lifecycle)
Product catalog entities
Microsoft Dynamics 365
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