Schedule a Resource

This sample code shows how to schedule a resource with the following scenario. A plumber and van need to be scheduled to investigate and fix a leak at a customer site. The earliest available appointment needs to be made. In order for this to be accomplished, all preliminary records must be created. The default 24-hour calendars will be used. No sites are created for this sample.

     using System;
using CrmSdk;
using Microsoft.Crm.Sdk.Utility;

namespace Microsoft.Crm.Sdk.HowTo
{
   /// 

   /// This sample shows how to schedule a resource.
   /// 
   public class ServiceManagement
   {
      public static bool Run(string crmServerUrl, string orgName)
      {
         // Set up the CRM Service.
         CrmService service = CrmServiceUtility.GetCrmService(crmServerUrl, orgName);

         #region Setup Data Required for this Sample
         bool success = false;

         #endregion

         try
         {
            // Get the current user's information.
            WhoAmIRequest userRequest = new WhoAmIRequest();
            WhoAmIResponse user = (WhoAmIResponse) service.Execute(userRequest);

            // Create the van resource.
            equipment van = new equipment();
            van.name = "Van 1";
            van.timezonecode = new CrmNumber();
            van.timezonecode.Value = 1;
            van.businessunitid = new Lookup();
            van.businessunitid.type = EntityName.businessunit.ToString();
            van.businessunitid.Value = user.BusinessUnitId;

            // Create the van object.
            Guid vanId = service.Create(van);

            // Create the plumber resource group.
            constraintbasedgroup group = new constraintbasedgroup();
            group.businessunitid = new Lookup();
            group.businessunitid.type = EntityName.businessunit.ToString();
            group.businessunitid.Value = user.BusinessUnitId;
            group.name = "Plumber with Van 1";
            System.Text.StringBuilder builder = new System.Text.StringBuilder("");
            builder.Append("");
            builder.Append("");
            builder.Append("resource[\"Id\"] == ");
            builder.Append(user.UserId.ToString("B"));
            builder.Append(" || resource[\"Id\"] == ");
            builder.Append(vanId.ToString("B"));
            builder.Append("");
            builder.Append("");
            builder.Append("");
            builder.Append("");
            builder.Append("");
            builder.Append("");
            builder.Append("");
            group.constraints = builder.ToString();
            group.grouptypecode = new Picklist();
            group.grouptypecode.Value = 0;

            Guid groupId = service.Create(group);

            // Create the resource specification.
            resourcespec spec = new resourcespec();
            spec.businessunitid = new Lookup();
            spec.businessunitid.type = EntityName.businessunit.ToString();
            spec.businessunitid.Value = user.BusinessUnitId;
            spec.objectiveexpression = @"
               
                  udf ""Random""(factory,resource,appointment,request,leftoffset,rightoffset)
                  
                     
                     
                     
                     
                     
                     
                  
                  
               ";
            spec.requiredcount = new CrmNumber();
            spec.requiredcount.Value = 1;
            spec.name = "Test Spec";
            spec.groupobjectid = new UniqueIdentifier();
            spec.groupobjectid.Value = groupId;

            Guid specId = service.Create(spec);

            // Create the plumber required resource object.
            RequiredResource plumberReq = new RequiredResource();
            plumberReq.ResourceId = user.UserId;// assume current user is the plumber
            plumberReq.ResourceSpecId = specId;

            // Create the van required resource object.
            RequiredResource vanReq = new RequiredResource();
            vanReq.ResourceId = vanId;
            vanReq.ResourceSpecId = specId;

            // Create the service.
            service plumberService = new service();
            plumberService.name = "Plumber1";
            plumberService.duration = new CrmNumber();
            plumberService.duration.Value = 60;
            plumberService.initialstatuscode = new Status();
            plumberService.initialstatuscode.Value = 1;
            plumberService.granularity = "FREQ=MINUTELY;INTERVAL=15;";
            plumberService.resourcespecid = new Lookup();
            plumberService.resourcespecid.type = EntityName.resourcespec.ToString();
            plumberService.resourcespecid.Value = specId;
            plumberService.strategyid = new Lookup();
            // This is a known GUID for the default strategy.
            plumberService.strategyid.Value = new Guid("07F7DC72-1671-452D-812C-7172D3CA881F");
            
            Guid plumberServiceId = service.Create(plumberService);

            // Create the appointment request.
            AppointmentRequest appointmentReq = new AppointmentRequest();
            appointmentReq.RequiredResources = new RequiredResource[] {vanReq};
            appointmentReq.Direction = SearchDirection.Forward;
            appointmentReq.Duration = 60;
            appointmentReq.NumberOfResults = 10;
            appointmentReq.NumberOfResults = 1;
            appointmentReq.ServiceId = plumberServiceId;

            // The search window describes the time when the resouce can be scheduled.
            // It must be set.
            appointmentReq.SearchWindowStart = new CrmDateTime();
            appointmentReq.SearchWindowStart.Value = DateTime.Now.ToUniversalTime().ToString();
            appointmentReq.SearchWindowEnd = new CrmDateTime();
            appointmentReq.SearchWindowEnd.Value = DateTime.Now.AddDays(7).ToUniversalTime().ToString();
            appointmentReq.UserTimeZoneCode = 1;

            // Create the request object.
            SearchRequest search = new SearchRequest();

            // Set the properties of the request object.
            search.AppointmentRequest = appointmentReq;

            // Execute the request.
            SearchResponse searched = (SearchResponse)service.Execute(search);

            #region check success

            if (searched.SearchResults.Proposals.Length > 0)
            {
               success = true;
            }

            #endregion

            #region Remove Data Required for this Sample

            service.Delete(EntityName.service.ToString(), plumberServiceId);
            service.Delete(EntityName.equipment.ToString(), vanId);
               
            #endregion
         }
         catch (System.Web.Services.Protocols.SoapException ex)
         {
            // Add your error handling code here.
            Console.WriteLine(ex.Detail.InnerText);
            success = false;
         }

         return success;
      }
   }
}