Dynamics CRM SDK - IN operator for linq with OrganizationServiceContext - dynamics-crm-2011

I'm using my OrganizationServiceContext implementation generated by the svcutil to retrieve entities from CRM:
context.new_productSet.First(p => p.new_name == "Product 1");
Is it possible to retrieve multiple entities with different attribute values at once - (smth like IN operator in SQL)?
Example: I would like to retrieve multiple products ("Product 1", "Product 2", ...) with a single call. The list of product names is dynamic, stored in an array called productNames.

No, you can't. CRM LINQ provider only allows variables to appear on the left side of expressions, while the right side must contain constants.
i.e.
Product.Where(e => e.Name == desiredName)
Is not supported and won't work (it will complain about using a variable on the right side of the comparison).
If you cannot avoid this kind of query, you have to .ToList() data first (this can lead to a huge result set and will probably turn up to be unconceivably slow):
Product.ToList().Where(e => e.Name == desiredName)
This will work, because now the .Where() is being applied on a List<> instead.
Another approach (I don't have data about performance, though) would be to create many queries, basically fetching the records one at a time:
// ... this is going to be a nightmare ... don't do it ...
var entities = new List<Product>();
entities.Add(Product.Where(e => e.Name == "Product 1"));
entities.Add(Product.Where(e => e.Name == "Product 2"));
Or use a QueryExpression like this (my personal favourite, because I always go late-bound)
var desiredNames = new string[]{"Product 1", "Product 2"};
var filter = new FilterExpression(LogicalOperator.And)
{
Conditions =
{
new ConditionExpression("name", ConditionOperator.In, desiredNames)
}
};
var query = new QueryExpression(Product.EntityLogicalName)
{
ColumnSet = new ColumnSet(true),
Criteria = filter
};
var records = service.RetrieveMultiple(query).Entities;

If combining Linq and Lambda expression is ok, it can be done. First you need to create an extension method:
using System;
using System.Collections.Generic;
using System.Linq;
using System.Linq.Expressions;
namespace Kipon.Dynamics.Extensions.IQueryable
{
public static class Methods
{
public static IQueryable<TSource> WhereIn<TSource, TValue>(this IQueryable<TSource> source, Expression<Func<TSource, TValue>> valueSelector, IEnumerable<TValue> values)
{
if (null == source) { throw new ArgumentNullException("source"); }
if (null == valueSelector) { throw new ArgumentNullException("valueSelector"); }
if (null == values) { throw new ArgumentNullException("values"); }
var equalExpressions = new List<BinaryExpression>();
foreach (var value in values)
{
var equalsExpression = Expression.Equal(valueSelector.Body, Expression.Constant(value));
equalExpressions.Add(equalsExpression);
}
ParameterExpression p = valueSelector.Parameters.Single();
var combined = equalExpressions.Aggregate<Expression>((accumulate, equal) => Expression.Or(accumulate, equal));
var combinedLambda = Expression.Lambda<Func<TSource, bool>>(combined, p);
return source.Where(combinedLambda);
}
}
}
With this method in place, you can now use it against your context. First remember to import the namespace of the extension to make the method available on IQueryable:
using System.Linq;
using Kipon.Dynamics.Extensions.IQueryable;
public class MyClass
{
void myQueryMethod(CrmContext ctx, Guid[] contacts)
{
var accounts = (from a in ctx.accountSet.WhereIn(ac => ac.primarycontactid.id,contacts)
where a.name != null
select a).toArray();
}
}
There is no way you can hook into the Dynamics 365 Linq expression compiler, as far as I know, but the above code will execute in one request against the CRM, and take advantage
of the fact that you do not need to consider paging and more when working with Linq.
As you can see, there whereIn clause is added with a lambda style expression, where the rest of the query is using the Linq style.

When using QueryExpression, we can add condtionexpression for where clause. ConditionExpression takes a ConditionOperator enumerator, and we can use ConditionOperator.In. Below is how you initiate a conidtionExpression with an “In” operator, the third argument can be an array or collection.
ConditionExpression ce = new ConditionExpression("EntityName",
ConditionOperator.In, collectionObject);
Please see below for further explanation.
http://msdn.microsoft.com/en-us/library/microsoft.xrm.sdk.query.conditionexpression.conditionexpression.aspx

I do not know how to do this with Linq, as far as I know it is not possible.
It can be done with Query Expressions:
String[] productNames = new[] { "test1", "test2" };
QueryExpression products = new QueryExpression(Product.EntityLogicalName);
products.ColumnSet = new ColumnSet("name", "new_att1", "new_att2"); // fields to get
products.Criteria.AddCondition("name", ConditionOperator.In,
productNames.Cast<Object>().ToArray()); // filter by array
EntityCollection res = service.RetrieveMultiple(products);
IEnumerable<Product> opportunities = res.Entities
.Select(product => product.ToEntity<Product>()); // you can use Linq again from here

Related

QueryExpression with no results in Dynamics CRM plugin

I wrote the following function to get the SharePointDocumentLocation records regarding an account or contact. However, even though I provide an id which most definitely has got a SPDL record associated the result of a count on the EntityCollection that is returned is alway 0. Why does my query not return SPDL records?
internal static EntityCollection GetSPDocumentLocation(IOrganizationService service, Guid id)
{
SharePointDocumentLocation spd = new SharePointDocumentLocation();
QueryExpression query = new QueryExpression
{
EntityName = "sharepointdocumentlocation",
ColumnSet = new ColumnSet("sharepointdocumentlocationid"),
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression
{
AttributeName = "regardingobjectid",
Operator = ConditionOperator.Equal,
Values = { id }
}
}
}
};
return service.RetrieveMultiple(query);
}
The following code does work
using System;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Client;
using System.ServiceModel.Description;
using System.Net;
using Microsoft.Xrm.Sdk.Query;
namespace CRMConsoleTests
{
class Program
{
static void Main(string[] args)
{
ClientCredentials credentials = new ClientCredentials();
credentials.Windows.ClientCredential = CredentialCache.DefaultNetworkCredentials;
Uri orgUri = new Uri("http://localhost/CRMDEV2/XRMServices/2011/Organization.svc");
Uri homeRealmUri = null;
using (OrganizationServiceProxy service = new OrganizationServiceProxy(orgUri, homeRealmUri, credentials, null))
{
//ConditionExpression ce = new ConditionExpression("regardingobjectid", ConditionOperator.Equal, new Guid(""));
QueryExpression qe = new QueryExpression("sharepointdocumentlocation");
qe.ColumnSet = new ColumnSet(new String[] { "sharepointdocumentlocationid", "regardingobjectid" });
//qe.Criteria.AddCondition(ce);
EntityCollection result = service.RetrieveMultiple(qe);
foreach (Entity entity in result.Entities)
{
Console.WriteLine("Results for the first record: ");
SharePointDocumentLocation spd = entity.ToEntity<SharePointDocumentLocation>();
if (spd.RegardingObjectId != null)
{
Console.WriteLine("Id: " + spd.SharePointDocumentLocationId.ToString() + " with RoId: " + spd.RegardingObjectId.Id.ToString());
}
}
Console.ReadLine();
}
}
}
}
It retrieves 4 records, and when I debug the plugincode above it retrieves 3 records.
Everything looks good with your QueryExpression, although I'd write it a little more concise (something like this):
var qe = new QueryExpression(SharePointDocumentLocation.EntityLogicalName){
ColmnSet = new ColumnSet("sharepointdocumentlocationid"),
};
qe.Criteria.AddCondition("regardingobjectid", ConditionOperator.Equal, id);
Because I don't see anything wrong with the QueryExpression that leads me with two guesses.
You're using impersonation on the IOrganizationService and the impersonated user doesn't have rights to the SharePointDocumentLocation. You won't get an error, you just won't get any records returned.
The id you're passing in is incorrect.
I'd remove the Criteria and see how many records you get back. If you don't get all of the records back, you know your issue is with guess #1.
If you get all records, add the regardingobjectid to the ColumnSet and retrieve the first record without any Criteria in the QueryExpression, then call this method passing in the id of the regardingobject you returned. If nothing is received when adding the regardingobjectid constraint, then something else is wrong.
Update
Since this is executing within the delete of the plugin, it must be performing its cascade deletes before your plugin is firing. You can try the Pre-Validation.
Now that I think of it, it must perform the deletion of the cascading entities in the Validation stage, because if one of them is unable to be deleted, the entity itself can't be deleted.

Dynamics CRM - Accessing Custom Product Option Value

Is there a way to programmatically access the Label & Value fields that has been created as a custom Field in MS CRM Dynamics please?
I have added a custom field called "new_producttypesubcode" which, for example, has 2 options, Trophy = 1000000 and Kit = 10000001.
I am writing an import utility that mirrors products between the customers website and their CRM and I want to get a list of all possible product options in the CRM to see if they are matched in the website.
So, in essence I want to...
get the list of possible new_producttypesubcodes and their corresponding values.
Iterate through the product variants in the website.
if the product variant name matches any name in the list of new_producttypecodes then add the value 1000000
So, if I find a product added to the website and its marked as a "Trophy" and "Trophy" exists in the CRM then new OptionSetValue(100000001)
I hope that makes sense...
Thanks
This function retrieves a dictionary of possible values localised to the current user. Taken from: CRM 2011 Programatically Finding the Values of Picklists, Optionsets, Statecode, Statuscode and Boolean (Two Options).
static Dictionary<String, int> GetNumericValues(IOrganizationService service, String entity, String attribute)
{
RetrieveAttributeRequest request = new RetrieveAttributeRequest
{
EntityLogicalName = entity,
LogicalName = attribute,
RetrieveAsIfPublished = true
};
RetrieveAttributeResponse response = (RetrieveAttributeResponse)service.Execute(request);
switch (response.AttributeMetadata.AttributeType)
{
case AttributeTypeCode.Picklist:
case AttributeTypeCode.State:
case AttributeTypeCode.Status:
return ((EnumAttributeMetadata)response.AttributeMetadata).OptionSet.Options
.ToDictionary(key => key.Label.UserLocalizedLabel.Label, option => option.Value.Value);
case AttributeTypeCode.Boolean:
Dictionary<String, int> values = new Dictionary<String, int>();
BooleanOptionSetMetadata metaData = ((BooleanAttributeMetadata)response.AttributeMetadata).OptionSet;
values[metaData.TrueOption.Label.UserLocalizedLabel.Label] = metaData.TrueOption.Value.Value;
values[metaData.FalseOption.Label.UserLocalizedLabel.Label] = metaData.FalseOption.Value.Value;
return values;
default:
throw new ArgumentOutOfRangeException();
}
}
So you would then need to do something like:
Dictionary<String, int> values = GetNumericValues(proxy, "your_entity", "new_producttypesubcode");
if(values.ContainsKey("Trophy"))
{
//Do something with the value
OptionSetValue optionSetValue = values["Trophy"];
int value = optionSetValue.Value;
}
Yes, that data is all stored in the metadata for an attribute (SDK article). You have to retrieve the entity metadata for the entity and then find the attribute in the list. Then cast that attribute to a PicklistAttributeMetadata object and it will contain a list of options. I would mention that typically retrieving Metadata from CRM is an expensive operation, so think about caching.
private static OptionSetMetadata RetrieveOptionSet(IOrganizationService orgService,
string entityName, string attributeName)
{
var entityResponse = (RetrieveEntityResponse)orgService.Execute(
new RetrieveEntityRequest
{ LogicalName = entityName, EntityFilters = EntityFilters.Attributes });
var entityMetadata = entityResponse.EntityMetadata;
for (int i = 0; i < entityMetadata.Attributes.Length; i++)
{
if (attributeName.Equals(entityMetadata.Attributes[i].LogicalName))
{
if (entityMetadata.Attributes[i].AttributeType.Value ==
AttributeTypeCode.Picklist)
{
var attributeMD = (PicklistAttributeMetadata)
entityMetadata.Attributes[i];
return attributeMD.OptionSet;
}
}
}
return null;
}
Here is how to write the options to the console using the above call.
var optionSetMD = RetrieveOptionSet(orgService, "account", "accountcategorycode");
var options = optionSetMD.Options;
for (int i = 0; i < options.Count; i++)
{
Console.WriteLine("Local Label: {0}. Value: {1}",
options[i].Label.UserLocalizedLabel.Label,
options[i].Value.HasValue ? options[i].Value.Value.ToString() : "null");
}
I believe this works for global option set attributes as well, but if you know it is a global option set there is a different message for it that would probably a bit more efficient (SDK article).

Creating a unattached Entity Framework DbContext entity

So I'm working on an app that will select data from one database and update an identical database based on information contained in a 'Publication' Table in the Authoring database. I need to get a single object that is not connected to the 'Authoring' context so I can add it to my 'Delivery' context.
Currently I am using
object authoringRecordVersion = PublishingFactory.AuthoringContext.Set(recordType.Entity.GetType()).Find(record.RecordId);
object deliveryRecordVersion = PublishingFactory.DeliveryContext.Set(recordType.Entity.GetType()).Find(record.RecordId));
to return my records. Then if the 'deliveryRecordVersion' is null, I need to do an Insert of 'authoringRecordVersion' into 'PublishingFactory.DeliveryContext'. However, that object is already connected to the 'PublishingFactory.AuthoringContext' so it won't allow the Add() method to be called on the 'PublishingFactory.DeliveryContext'.
I have access to PublishingFactory.AuthoringContext.Set(recordType.Entity.GetType()).AsNoTracking()
but there is no way to get at the specific record I need from here.
Any suggestions?
UPDATE:
I believe I found the solution. It didn't work the first time because I was referencing the wrong object on when setting .State = EntityState.Detached;
here is the full corrected method that works as expected
private void PushToDelivery(IEnumerable<Mkl.WebTeam.UWManual.Model.Publication> recordsToPublish)
{
string recordEntity = string.Empty;
DbEntityEntry recordType = null;
// Loop through recordsToPublish and see if the record exists in Delivery. If so then 'Update' the record
// else 'Add' the record.
foreach (var record in recordsToPublish)
{
if (recordEntity != record.Entity)
{
recordType = PublishingFactory.DeliveryContext.Entry(ObjectExt.GetEntityOfType(record.Entity));
}
if (recordType == null)
{
continue;
////throw new NullReferenceException(
//// string.Format("Couldn't identify the object type stored in record.Entity : {0}", record.Entity));
}
// get the record from the Authoring context from the appropriate type table
object authoringRecordVersion = PublishingFactory.AuthoringContext.Set(recordType.Entity.GetType()).Find(record.RecordId);
// get the record from the Delivery context from the appropriate type table
object deliveryRecordVersion = PublishingFactory.DeliveryContext.Set(recordType.Entity.GetType()).Find(record.RecordId);
// somthing happened and no records were found meeting the Id and Type from the Publication table in the
// authoring table
if (authoringRecordVersion == null)
{
continue;
}
if (deliveryRecordVersion != null)
{
// update record
PublishingFactory.DeliveryContext.Entry(deliveryRecordVersion).CurrentValues.SetValues(authoringRecordVersion);
PublishingFactory.DeliveryContext.Entry(deliveryRecordVersion).State = EntityState.Modified;
PublishingFactory.DeliveryContext.SaveChanges();
}
else
{
// insert new record
PublishingFactory.AuthoringContext.Entry(authoringRecordVersion).State = EntityState.Detached;
PublishingFactory.DeliveryContext.Entry(authoringRecordVersion).State = EntityState.Added;
PublishingFactory.DeliveryContext.SaveChanges();
}
recordEntity = record.Entity;
}
}
As you say in your comment the reason why you can't use .Single(a => a.ID == record.RecordId) is that the ID property is not known at design time. So what you can do is get the entity by the Find method and then detach it from the context:
PublishingFactory.AuthoringContext
.Entry(authoringRecordVersion).State = EntityState.Detached;

Set 'X' dynamically in 'next x days filter' in Advanced Find

In my custom Dashboard, I would like to show a list of data. When I am creating a custom view using Advance Find, I am using "next x days" filter. Can I set that 'X' dynamically from my custom field? Each row can have different X.
I can do this using SQL Reporting Services, but I would like to prefer normal list. Is there a way or do I have to use report?
Thank you.
Actually it looks impossible to do this without some workaround customization! (To my knowledge). But you could change condition filters with a plugin every time it loads. To do this, you could create a new entity and a numeral field on it. Every time the dashboard loads you could change the condition of the view by replacing the value from that entity. The below snippet helps you in the plugin:
public void Execute(IServiceProvider serviceProvider)
{
// Obtain the execution context from the service provider.
IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
if (context.Mode == 0 && context.Stage == 20 && context.MessageName.Equals("RetrieveMultiple"))
{
if (context.InputParameters.Contains("Query"))
{
if (context.InputParameters["Query"] is QueryExpression)
{
QueryExpression objQueryExpression = (QueryExpression)context.InputParameters["Query"];
if (objQueryExpression.EntityName == "account")
{
IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);
ConditionExpression privateFlagCondition;
privateFlagCondition = new ConditionExpression()
{
AttributeName = "statustype",
Operator = ConditionOperator.Equal,
Values = { "1" }
};
FilterExpression newFilter = new FilterExpression()
{
FilterOperator = LogicalOperator.Or,
Conditions = { privateFlagCondition }
};
objQueryExpression.Criteria.AddFilter(newFilter);
}
}
}
}
}

Anonymous type and getting values out side of method scope

I am building an asp.net site in .net framework 4.0, and I am stuck at the method that supposed to call a .cs class and get the query result back here is my method call and method
1: method call form aspx.cs page:
helper cls = new helper();
var query = cls.GetQuery(GroupID,emailCap);
2: Method in helper class:
public IQueryable<VariablesForIQueryble> GetQuery(int incomingGroupID, int incomingEmailCap)
{
var ctx = new some connection_Connection();
ObjectSet<Members1> members = ctx.Members11;
ObjectSet<groupMember> groupMembers = ctx.groupMembers;
var query = from m in members
join gm in groupMembers on m.MemberID equals gm.MemID
where (gm.groupID == incomingGroupID) && (m.EmailCap == incomingEmailCap)
select new VariablesForIQueryble(m.MemberID, m.MemberFirst, m.MemberLast, m.MemberEmail, m.ValidEmail, m.EmailCap);
//select new {m.MemberID, m.MemberFirst, m.MemberLast, m.MemberEmail, m.ValidEmail, m.EmailCap};
return query ;
}
I tried the above code with IEnumerable too without any luck. This is the code for class VariablesForIQueryble:
3:Class it self for taking anonymouse type and cast it to proper types:
public class VariablesForIQueryble
{
private int _emailCap;
public int EmailCap
{
get { return _emailCap; }
set { _emailCap = value; }
}`....................................
4: and a constructor:
public VariablesForIQueryble(int memberID, string memberFirst, string memberLast, string memberEmail, int? validEmail, int? emailCap)
{
this.EmailCap = (int) emailCap;
.........................
}
I can't seem to get the query result back, first it told me anonymous type problem, I made a class after reading this: link text; and now it tells me constructors with parameters not supported. Now I am an intermediate developer, is there an easy solution to this or do I have to take my query back to the .aspx.cs page.
If you want to project to a specific type .NET type like this you will need to force the query to actually happen using either .AsEnumerable() or .ToList() and then use .Select() against linq to objects.
You could leave your original anonymous type in to specify what you want back from the database, then call .ToList() on it and then .Select(...) to reproject.
You can also clean up your code somewhat by using an Entity Association between Groups and Members using a FK association in the database. Then the query becomes a much simpler:
var result = ctx.Members11.Include("Group").Where(m => m.Group.groupID == incomingGroupID && m.EmailCap == incomingEmailCap);
You still have the issue of having to do a select to specify which columns to return and then calling .ToList() to force execution before reprojecting to your new type.
Another alternative is to create a view in your database and import that as an Entity into the Entity Designer.
Used reflection to solve the problem:
A: Query, not using custom made "VariablesForIQueryble" class any more:
//Method in helper class
public IEnumerable GetQuery(int incomingGroupID, int incomingEmailCap)
{
var ctx = new some_Connection();
ObjectSet<Members1> members = ctx.Members11;
ObjectSet<groupMember> groupMembers = ctx.groupMembers;
var query = from m in members
join gm in groupMembers on m.MemberID equals gm.MemID
where ((gm.groupID == incomingGroupID) && (m.EmailCap == incomingEmailCap)) //select m;
select new { m.MemberID, m.MemberFirst, m.MemberLast, m.MemberEmail, m.ValidEmail, m.EmailCap };
//select new VariablesForIQueryble (m.MemberID, m.MemberFirst, m.MemberLast, m.MemberEmail, m.ValidEmail, m.EmailCap);
//List<object> lst = new List<object>();
//foreach (var i in query)
//{
// lst.Add(i.MemberEmail);
//}
//return lst;
//return query.Select(x => new{x.MemberEmail,x.MemberID,x.ValidEmail,x.MemberFirst,x.MemberLast}).ToList();
return query;
}
B:Code to catch objects and conversion of those objects using reflection
helper cls = new helper();
var query = cls.GetQuery(GroupID,emailCap);
if (query != null)
{
foreach (var objRow in query)
{
System.Type type = objRow.GetType();
int memberId = (int)type.GetProperty("MemberID").GetValue(objRow, null);
string memberEmail = (string)type.GetProperty("MemberEmail").GetValue(objRow, null);
}
else
{
something else....
}

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