Create SharePoint Document Locations in CRM 2011 - Part 2

This is part 2 of three posts
Part 1
Part 3


This code expects the Guid for the Contact and then returns the SharePointDocumentLocation AbsoluteUrl. For example it should return <a href="http://server01/contact/Charles Emes">http://server01/contact/Charles Emes</a>. That folder should exist in the SharePoint document library 'Contact'. Note that the code for creating the SharePoint folder is in the following blog post.

Add references to Microsoft.Crm.Sdk.Proxy.dll and Microsoft.Xrm.Sdk.dll to your project. Add the file crmsdktypes.cs into your project (note the SharePointDocumentLocation object is defined within this class and the code won't work without it). All of these files you will find in the CRM SDK directory.

Add the following using statements
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;
using Microsoft.Xrm.Sdk.Client;
using Microsoft.Crm.Sdk.Messages;

public class IntegrationService
{

// private static string ContactId = "3E339B88-C632-E011-BCDE-00155D110735";

public static string GetSharePointLocation(string ContactId)
{

try
{
// Connect to the Organization service.
System.ServiceModel.Description.ClientCredentials cred = new System.ServiceModel.Description.ClientCredentials();
cred.Windows.ClientCredential = new System.Net.NetworkCredential("Username", "Password", "Domain");

Uri organizationUri = new Uri("http://server01:5555/orgName/XRMServices/2011/Organization.svc");

Uri homeRealmUri = null;

OrganizationServiceProxy orgService = new OrganizationServiceProxy(organizationUri, homeRealmUri, cred, null);

// This statement is required to enable early-bound type support.
// IMPORTANT ADD THIS LINE
orgService.ServiceConfiguration.CurrentServiceEndpoint.Behaviors.Add(new ProxyTypesBehavior());

Guid guidSPDocLoc = RetrieveSharePointLocation(orgService, ContactId);

string absouteUrl = GetAbslouteUrl(orgService, guidSPDocLoc);

orgService.Dispose();

return absouteUrl;


}

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

}
private static Guid RetrieveSharePointLocation(OrganizationServiceProxy orgService, string ContactId)
{
Guid _spDocLocId = Guid.Empty;
// get the fullname from the contactid - that will be foolder name
string FolderName = GetEntityNamefromGuid(orgService, ContactId);
// replace any illegal chars with '-'
// TO DO
string fetch2 = @"
<fetch mapping='logical'>
<entity name='sharepointdocumentlocation'>
<attribute name='sharepointdocumentlocationid'/>

<filter type='and'>
<condition attribute='regardingobjectid' operator='eq' value='[GUID]' />
</filter>

</entity>
</fetch> ";
fetch2 = fetch2.Replace("[GUID]", ContactId);

EntityCollection result = orgService.RetrieveMultiple(new FetchExpression(fetch2));
foreach (var c in result.Entities)
{
// TO DO there can be more than one so add condition
_spDocLocId = (Guid) c.Attributes["sharepointdocumentlocationid"];
}
if (_spDocLocId == Guid.Empty)
{
// there is no location so create one
_spDocLocId = CreateSharePointDocLocation(orgService, FolderName, ContactId);

// get the abslouteURL from the doc location just created
string absouteUrl = GetAbslouteUrl(orgService, _spDocLocId);
// We still need to create a SharePoint folder
// THIS METHOD IN FOLLOWING POST **********
CreateSharePointFolder(absouteUrl);

}
return _spDocLocId;
}

private static string GetEntityNamefromGuid(OrganizationServiceProxy orgService, string ContactId)
{
string fetch1 = @"
<fetch mapping='logical'>
<entity name='contact'>
<attribute name='fullname'/>

<filter type='and'>
<condition attribute='contactid' operator='eq' value='[GUID]' />
</filter>

</entity>
</fetch> ";
fetch1 = fetch1.Replace("[GUID]", ContactId);
string fullname = string.Empty;
EntityCollection result = orgService.RetrieveMultiple(new FetchExpression(fetch1));
foreach (var c in result.Entities)
{ // there can be more than one so add condition
fullname = c.Attributes["fullname"].ToString();
}
return fullname;


}

private static Guid CreateSharePointDocLocation(OrganizationServiceProxy _serviceProxy, string FolderName, string ContactId)
{

// use the Parent Location Id NOT the SharePointSiteId
// Parent Location will create url http://sharepoint/contact/CharlesEmes
// SharePointSiteID will create url http://sharepoint/CharlesEmes
Guid _spParentLocId = new Guid("415FF5BA-CA39-E011-92D1-00155D110735");
// Instantiate a SharePoint document location object.

SharePointDocumentLocation spDocLoc = new SharePointDocumentLocation
{
Name = "Documents on Default Site 1",
Description = null,
// Set the Regarding Object id - in this case its a contact
RegardingObjectId = new EntityReference(Contact.EntityLogicalName , new Guid(ContactId)),

// Set the Parent Location ID
ParentSiteOrLocation = new EntityReference(SharePointDocumentLocation.EntityLogicalName, _spParentLocId),
RelativeUrl = FolderName
};

// Create a SharePoint document location record named Documents on Default Site 1.
Guid _spDocLocId = _serviceProxy.Create(spDocLoc);
// Console.WriteLine("{0} created.", spDocLoc.Name);
return _spDocLocId;

}

private static string GetAbslouteUrl(OrganizationServiceProxy orgService, Guid _spDocLocId)
{
IOrganizationService _service = (IOrganizationService)orgService;

RetrieveAbsoluteAndSiteCollectionUrlRequest retrieveRequest = new RetrieveAbsoluteAndSiteCollectionUrlRequest
{
Target = new EntityReference(SharePointDocumentLocation.EntityLogicalName, _spDocLocId)
};
RetrieveAbsoluteAndSiteCollectionUrlResponse retrieveResponse = (RetrieveAbsoluteAndSiteCollectionUrlResponse)_service.Execute(retrieveRequest);

return retrieveResponse.AbsoluteUrl.ToString();
}

}