MSCRMSAMA, D365 CE learn and Share

using System;
using System.Collections.Generic;
using System.IO;
using System.Linq;
using System.Net;
using System.Text;
using System.Threading.Tasks;
using Microsoft.Xrm.Sdk;
using Microsoft.Crm.Sdk.Messages;
using System.Runtime.Serialization;
using System.Security;
using System.ServiceModel;
using Microsoft.SharePoint.Client;
using Microsoft.Xrm.Sdk.Metadata;
using Microsoft.Xrm.Sdk.Query;
using Newtonsoft.Json;
using Newtonsoft.Json.Linq;

namespace PreAnnotationPlugin
{
public class PreAnnotationCreate : IPlugin
{

public void Execute(IServiceProvider serviceProvider)
{

//Please make sure CRM and sharepoint integration Oob is completed
//This is plugin code to trigger when new annotation record has attachment created, then it uploads the file to sharepoint, even can create custom folder
//The below code reads the filename and attachment, converts to bytes, pass the data to Sharepoint and uploads via Json rest End point
//Env: CRM 2016 onpremise, Sharepoint 2013 onpremise, gac register on CRM server Microsoft.SharePoint.Client.dll, microsoft.sharepoint.client.runtime.dll, Newtonsoft.Json.dll
//make sure the Sharepoint link “http://siteurl” is working from CRM server locally

Guid contactId;
string SiteUrl = “http://siteurl”;
string spCRMDomain = “domain”;
string spCRMUsername = “username”;
string spCRMPassword = “pass”;
Guid regardingObjId = Guid.Empty;
Guid supplierid = Guid.Empty;
string supplierName = string.Empty;
Guid certificateGuid = Guid.Empty;
Guid spDocLocDefaultCertId = Guid.Empty;
string spsiteName = string.Empty;
string folderpath = “account”; //Default
string regardingObjLogicalName = string.Empty;
string CertificateName = string.Empty;
Guid spsiteId = Guid.Empty;
Guid spDocLocAccId = Guid.Empty;
Guid spDocLocCertId = Guid.Empty;
string ctfoldername = “”;
string filename = string.Empty;
string documentBody = string.Empty;

IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof (IPluginExecutionContext));
IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof (IOrganizationServiceFactory));
IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);
ITracingService tracing = (ITracingService)serviceProvider.GetService(typeof(ITracingService));

if (context.InputParameters.Contains(“Target”) && context.InputParameters[“Target”] is Entity)
{
try
{

Entity postMessageImage = (Entity)context.PostEntityImages[“PostImage”];

//use post image and read the values of filename an document body

tracing.Trace(“Entered the PrenotePluginstep1”);
Entity entity = (Entity) context.InputParameters[“Target”];

//convert the document to bytes
byte[] documentBytes = Convert.FromBase64String(documentBody);

//Get the root spspite that is default
string spSiteFetchXml = string.Format(@”

“, SiteUrl);

EntityCollection SpSiteDefaultist = service.RetrieveMultiple(new FetchExpression(spSiteFetchXml));

if (SpSiteDefaultist.Entities.Count > 0)
{

//Default spsiteId for http://siteurl
spsiteId = SpSiteDefaultist[0].Id;

//Get the related Certificate record
if (postMessageImage.Attributes.Contains(“objectid”))
{
regardingObjId = ((EntityReference)(postMessageImage.Attributes[“objectid”])).Id;
}

if (postMessageImage.Attributes.Contains(“objectid”))
{
regardingObjLogicalName = ((EntityReference)postMessageImage.Attributes[“objectid”]).LogicalName;

if (regardingObjLogicalName == “new_customentity”)
{

string customEntityFetchXml = string.Format(@”

“, regardingObjId);

EntityCollection customEntityList =
service.RetrieveMultiple(new FetchExpression(customEntityFetchXml));

if (customEntityList.Entities.Count > 0)
{
//get the values from the querylist
}
}
}

string customEntityrecordUrl = string.Format(“{0}_{1}”, customEntityRecordName, cusotmEntityRecordId).Replace(“-“, “”).Replace(“/”, “”).Replace(“:”, “”).Replace(“.”, “”).Replace(” “, “”).ToUpper();

//Get Default Sharepoint document location for custom record
string splocationCertfetchXml = string.Format(@”

“, regardingObjId);

EntityCollection splocCertlist = service.RetrieveMultiple(new FetchExpression(splocationCertfetchXml));

if (splocCertlist.Entities.Count > 0)
{
//found the location
spDocLocCertId = splocCertlist[0].Id;
}
else
{//create the docloc for new_customEntity record

string certificateUrl = string.Format(“{0}_{1}”, customEntityRecordName, cusotmEntityRecordId).Replace(“-“, “”).Replace(“/”, “”).Replace(“:”, “”).Replace(“.”, “”).Replace(” “, “”).ToUpper();

//GetDefaultSplocation for new_customEntity record
string splocationaccountfetchXml = string.Format(@”

“, supplierid);

EntityCollection splocAccountlist = service.RetrieveMultiple(new FetchExpression(splocationaccountfetchXml));

if (splocAccountlist.Entities.Count > 0)
{
//if found get the folder name or library name
spDocLocAccId = splocAccountlist[0].Id;

//create the Sharepoint folder for the custom entity

using (ClientContext clientContext = new ClientContext(SiteUrl))
{
SecureString passWord = new SecureString();

foreach (char c in spCRMPassword.ToCharArray()) passWord.AppendChar(c);

clientContext.Credentials = new NetworkCredential(spCRMUsername, spCRMPassword, spCRMDomain); //new SharePointOnlineCredentials(crmusername, passWord);
var folder = CreateSharePointFolder(SiteUrl, spCRMUsername, spCRMPassword, (string)splocAccountlist[0].Attributes[“relativeurl”], certificateUrl);

}
}
else
{
//Create the SharePoint folder for account and new_customentity entity

string accountURL = string.Format(“{0}_{1}”, accountName, accountId).Replace(“-“, “”).Replace(“/”, “”).Replace(“:”, “”).Replace(“.”, “”).Replace(” “, “”).ToUpper();

using (clientcontext clientcontext = new clientcontext(siteurl))
{
securestring password = new securestring();

foreach (char c in spcrmpassword.tochararray()) password.appendchar(c);

clientcontext.credentials = new networkcredential(spcrmusername, spcrmpassword, spcrmdomain); //new sharepointonlinecredentials(crmusername, password);
var folder = createfolder(clientcontext.web, “organisation”, accounturl);
folderpath = folder.name;
folder = createfolder(clientcontext.web, folderpath, certificateurl);
ctfoldername = folder.name;

}
}
}
}

bool filestatus = UploadUsingRest(“http://siteurl”, “new_customentity”, documentBytes, filename);

tracing.Trace(“After UploadUsingRest”);

// throw new Exception();

}
catch (InvalidPluginExecutionException exception)
{

tracing.Trace(“Error exception” + exception.message);
throw new InvalidPluginExecutionException(exception.Message);
}

}
}

public static bool UploadUsingRest(string siteurl, string libraryName, byte[] documentBytes, string fileName)
{

// tracing.Trace(“Entered the PrenotePluginstep1”);
bool status = false;
// byte[] binary = System.IO.File.ReadAllBytes(filePath);
// string fileName = System.IO.Path.GetFileName(filePath);
string result = string.Empty;
//Url to upload file
string resourceUrl = siteurl + “/_api/web/GetFolderByServerRelativeUrl(‘” + libraryName + “‘)/Files/add(url='” + fileName + “‘,overwrite=true)”;
HttpWebRequest wreq = HttpWebRequest.Create(resourceUrl) as HttpWebRequest;
wreq.UseDefaultCredentials = false;
//credential who has edit access on document library
NetworkCredential credentials = new System.Net.NetworkCredential(“username”, “passWord”, “domain”);
wreq.Credentials = credentials;

//Get formdigest value from site
string formDigest = GetFormDigestValue(siteurl, credentials);
wreq.Headers.Add(“X-RequestDigest”, formDigest);
wreq.Method = “POST”;
wreq.Timeout = 1000000; //timeout should be large in order to upload file which are of large size
wreq.Accept = “application/json; odata=verbose”;
wreq.ContentLength = documentBytes.Length;
try
{
using (System.IO.Stream requestStream = wreq.GetRequestStream())
{
requestStream.Write(documentBytes, 0, documentBytes.Length);
}
}
catch (Exception ex)
{
throw new Exception(ex.Message);
}

try
{
WebResponse wresp = wreq.GetResponse();
using (System.IO.StreamReader sr = new System.IO.StreamReader(wresp.GetResponseStream()))
{
result = sr.ReadToEnd();
status = true;
return status;
}
}
catch (Exception ex)
{
throw new Exception(ex.Message);

}
}

private static string GetFormDigestValue(string siteurl, NetworkCredential credentials)
{
string newFormDigest = “”;
HttpWebRequest endpointRequest = (HttpWebRequest)HttpWebRequest.Create(siteurl + “/_api/contextinfo”);
endpointRequest.Method = “POST”;
endpointRequest.ContentLength = 0;
endpointRequest.Credentials = credentials;
endpointRequest.Accept = “application/json;odata=verbose”;

try
{
HttpWebResponse endpointResponse = (HttpWebResponse)endpointRequest.GetResponse();
}
catch (Exception ex)
{
throw new Exception(ex.Message);

}

try
{
WebResponse webResp = endpointRequest.GetResponse();
Stream webStream = webResp.GetResponseStream();
StreamReader responseReader = new StreamReader(webStream);
string response = responseReader.ReadToEnd();
var j = JObject.Parse(response);
var jObj = (JObject)JsonConvert.DeserializeObject(response);
foreach (var item in jObj[“d”].Children())
{
newFormDigest = item.First()[“FormDigestValue”].ToString();
}
responseReader.Close();

}
catch (Exception ex)
{

throw new Exception(ex.Message);

}

return newFormDigest;
}

private static Folder CreateFolder(Web web, string listTitle, string fullFolderUrl)
{
if (string.IsNullOrEmpty(fullFolderUrl))
throw new ArgumentNullException(“fullFolderUrl”);

var list = web.Lists.GetByTitle(listTitle);
if (list == null)
{
return null;
}
var curFolder = list.RootFolder.Folders.Add(fullFolderUrl.ToString());
web.Context.Load(curFolder);
web.Context.ExecuteQuery();
return curFolder;
}

public static string CreateSharePointFolder(string sharepointsite, string crmusername, string crmpassword, string mainfolder, string subfolder)
{
string status = string.Empty;

if (string.IsNullOrEmpty(sharepointsite) || string.IsNullOrEmpty(crmusername) || string.IsNullOrEmpty(crmpassword) || string.IsNullOrEmpty(mainfolder) || string.IsNullOrEmpty(subfolder))
return string.Empty;

try
{
using (ClientContext clientContext = new ClientContext(sharepointsite))
{
SecureString passWord = new SecureString();

foreach (char c in crmpassword.ToCharArray()) passWord.AppendChar(c);

clientContext.Credentials = new NetworkCredential(“username”, “password”, “domain”); //new SharePointOnlineCredentials(crmusername, passWord);
var folder = CreateFolder(clientContext.Web, mainfolder, subfolder);
status = folder != null ? folder.Name : string.Empty;
}
}
catch (Exception ex)
{
throw new Exception(ex.Message);

}
return status;

return null;
}

}
}

Hello there,

Below is the console app, add references ‘Microsoft.SharePoint.Client.dll’, ‘Microsoft.SharePoint.Client.Runtime.dll’. Code can be used in CRM 2016 plugin, which I tried and it is working.

using System;
using System.Collections.Generic;
using System.Linq;
using System.Net;
using System.Text;
using System.Threading.Tasks;
using System.ServiceModel;
using System.Runtime.Serialization;
using System.Security;
using System.ServiceModel.Dispatcher;
using Microsoft.Xrm.Sdk;
using Microsoft.Crm.Sdk.Messages;
using Microsoft.SharePoint.Client;

namespace SampleSP1
{
class Program
{
static void Main(string[] args)
{

CreateSharePointFolder(“http://siteurl”, “username”, “password”, “account”, “Fourth Coffee”);

}

public static string CreateSharePointFolder(string sharepointsite, string crmusername, string crmpassword, string mainfolder, string subfolder)
{
string status = string.Empty;

if (string.IsNullOrEmpty(sharepointsite) || string.IsNullOrEmpty(crmusername) || string.IsNullOrEmpty(crmpassword) || string.IsNullOrEmpty(mainfolder) || string.IsNullOrEmpty(subfolder))
return string.Empty;

try
{
using (ClientContext clientContext = new ClientContext(sharepointsite))
{
SecureString passWord = new SecureString();

foreach (char c in crmpassword.ToCharArray()) passWord.AppendChar(c);

clientContext.Credentials = new NetworkCredential( crmusername, crmpassword, domain); //new SharePointOnlineCredentials(crmusername, passWord);
var folder = CreateFolder(clientContext.Web, mainfolder, subfolder);
status = folder != null ? folder.Name : string.Empty;
}
}
catch (Exception ex)
{
return ex.Message;
}
return status;

return null;
}

private static Folder CreateFolder(Web web, string listTitle, string fullFolderUrl)
{
if (string.IsNullOrEmpty(fullFolderUrl))
throw new ArgumentNullException(“fullFolderUrl”);

var list = web.Lists.GetByTitle(listTitle);
if (list == null)
{
return null;
}
var curFolder = list.RootFolder.Folders.Add(fullFolderUrl.ToString());
web.Context.Load(curFolder);
web.Context.ExecuteQuery();
return curFolder;
}
}
}

Cheers