Friday, December 4, 2015

How to create Task in regard to Oppotunity

// Step 1:   Create Connection to CRM

string discoveryURL = "Discovery Service url";
 string OrganisationURL = "Organisation service url";
  ClientCredentials credentials = new ClientCredentials();
  credentials.UserName.UserName = "your uid";
  credentials.UserName.Password = "Your pwd";
  DiscoveryServiceProxy dsp = new DiscoveryServiceProxy(new Uri(discoveryURL), null, credentials, null);
dsp.Authenticate();
OrganizationServiceProxy org1 = new OrganizationServiceProxy(new Uri(OrganisationURL), null, credentials, null);

// Step 2:  Find the GUID of Opportunity

Guid oportunityid = new Guid();
var oportunityByPage = from oportunity in orgContext.CreateQuery("opportunity")
                                        where ((string)oportunity["name"]) == "MyOpprtunity"
                                        select oportunity;
oportunityid = (oportunityByPage as System.Collections.Generic.IEnumerable<Microsoft.Xrm.Sdk.Entity>).SingleOrDefault().Id;

// Step 3:    Create the Task

Entity entityTask = new Entity();
entityTask.LogicalName = "task";
entityTask["subject"] = "Test Task " + DateTime.Now.ToString();
entityTask["regardingobjectid"] = new EntityReference("opportunity", oportunityid);
Guid guid = org1.Create(entityTask); 

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