Dynamics Community Forum Thread Details

Hi Pratima,

Below is the code that i have used for updating user business unit, reading it from excel file, for this you need to create a console application in .Net and paste the below code in program.cs file, and change the entity that you want to udpate

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using Microsoft.Crm.Sdk.Messages;

using Microsoft.Xrm.Sdk;

using Microsoft.Xrm.Sdk.Client;

using System;

using System.Collections.Generic;

using System.Configuration;

using System.Data;

using System.Data.OleDb;

using System.IO;

using System.Linq;

using System.ServiceModel.Description;

using System.Text;

using System.Threading.Tasks;

namespace UpdateBusinessUnitOfUserInCRM

{

class Program

{

static void Main(string[] args)

{

TextWriter tw = File.CreateText(@"D:\Log\BusinessUnit.txt");

try

{

DateTime date = DateTime.Now;

tw.WriteLine("Console Last Start Time : " + date.ToString("dd/mm/yyyy HH:mm"));

// Creating client Credential object for setting username and password

ClientCredentials _crmCredentials = new ClientCredentials();

// Orginization Service URL

Uri _organizationUri = new Uri(ConfigurationManager.AppSettings["Url"]);

//Providing UserName and Password

_crmCredentials.UserName.UserName = ConfigurationManager.AppSettings["Username"];

_crmCredentials.UserName.Password = ConfigurationManager.AppSettings["Password"];

// Creating connection with dynamics crm

using (OrganizationServiceProxy _serviceProxy = new OrganizationServiceProxy(_organizationUri, null, _crmCredentials, null))

{

DataTable dt = ImportData();

if (dt.Rows.Count > 0)

{

for (int i = 0; i < dt.Rows.Count; i++)

{

Console.WriteLine("Count :" + i);

tw.WriteLine(i.ToString() + ") Last Record executed : " + dt.Rows[i]["User Unique ID"].ToString());

// get userid and business unit id from Excel

string UserID = dt.Rows[i]["User Unique ID"].ToString();

string BusinessUnitID = dt.Rows[i]["New Business Unit Unique ID"].ToString();

// check if userID and BusinessUnitID is not empty

if (!string.IsNullOrEmpty(UserID) && !string.IsNullOrEmpty(BusinessUnitID))

{

// Creating IOrganizationService object to access organization services

IOrganizationService service = _serviceProxy;

SetBusinessSystemUserRequest req = new SetBusinessSystemUserRequest();

//business unit to assign user to

req.BusinessId = new Guid(BusinessUnitID);

//user to re-assign

req.UserId = new Guid(UserID);

//can be a different team or systemuser, used to reassign records owned by person

req.ReassignPrincipal = new EntityReference("systemuser", new Guid(UserID));

// Executing service request

SetBusinessSystemUserResponse resp = (SetBusinessSystemUserResponse)service.Execute(req);

string res = resp.Results.ToString();

}

tw.WriteLine("Console Last End Time : " + date.ToString("dd/mm/yyyy HH:mm"));

tw.WriteLine("==============================================================");

tw.Close();

}

catch (Exception ex)

{

tw.Close();

throw ex;

}

public static DataTable ImportData()

{

DataTable dt = new DataTable();

string filepath = "C:\\Users\\shahbaaza\\Desktop\\Update Business unit.xlsx";

string connString = @"Provider=Microsoft.ACE.OLEDB.12.0;Data Source=" + filepath + ";Extended Properties=\"Excel 12.0;HDR=YES;IMEX=1;\";Persist Security Info=False;";

OleDbConnection connExcel = new OleDbConnection(connString);

OleDbCommand cmdExcel = new OleDbCommand();

OleDbDataAdapter oda = new OleDbDataAdapter();

cmdExcel.Connection = connExcel;

//Get the name of First Sheet

connExcel.Open();

DataTable dtExcelSchema;

dtExcelSchema = connExcel.GetOleDbSchemaTable(OleDbSchemaGuid.Tables, null);

string SheetName = dtExcelSchema.Rows[0]["TABLE_NAME"].ToString();

connExcel.Close();

//Read Data from First Sheet

connExcel.Open();

cmdExcel.CommandText = "SELECT * From [" + SheetName + "]";

oda.SelectCommand = cmdExcel;

oda.Fill(dt);

connExcel.Close();

return dt;

}

//ImportData method used in UploadData Button click

}

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Best Regards,

Shahbaaz

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Fetch Column Data from Excel sheet

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