Saving a quote with the Dynamics CRM SDK, using a service identity in a back-end process.

SaveQuote_Full.cs

using System;
using System.Linq;
using System.ServiceModel.Description;
using x.y.z.ServiceAgents.DynamicsCrm.OrganizationService;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Client;

namespace x.y.z.Services.Quotes
{
    public static class SaveQuote
    {       
        public static void Handle()
        {
            var devicecredentials = new ClientCredentials();
            devicecredentials.UserName.UserName = "YOUR-Crm.DeviceId");
            devicecredentials.UserName.Password = "YOUR-Crm.DevicePassword");

            var credentials = new ClientCredentials();
            credentials.UserName.UserName = "YOUR-Crm.UserName");
            credentials.UserName.Password = "YOUR-Crm.Password");
            var organizationUri = new Uri("YOUR-Crm.OrganizationServiceUrl"));

            using (var serviceProxy = new OrganizationServiceProxy(organizationUri, null, credentials, devicecredentials))
            {
                //add behavior for early-bound, LINQ entity access:
                serviceProxy.ServiceConfiguration.CurrentServiceEndpoint.Behaviors.Add(new ProxyTypesBehavior());
                using (var context = new CrmContext((IOrganizationService)serviceProxy))
                {
                    var account = new Account();
                    account.Name = "FirstName LastName";
                    context.AddObject(account);
                    context.SaveChanges();
                    context.Attach(account);

                    var contact = new Contact();
                    contact.FirstName = "FirstName";
                    contact.LastName = "LastName";
                    contact.BirthDate = DateTime.Today;
                    contact.EMailAddress1 = "[email protected]";
                    context.AddObject(contact);
                    context.AddLink(
                        contact,
                        new Relationship("contact_customer_accounts"),
                        account);
                    context.AddLink(
                        account,
                        new Relationship("account_primary_contact"),
                        contact);

                    var priceList = context.PriceLevelSet.FirstOrDefault();

                    var newQuote = new Quote()
                    {
                        Name = "SDK quote for: " + account.Name,
                        PriceLevelId = priceList.ToEntityReference(),
                        Id = Guid.NewGuid(),
                        CustomerId = account.ToEntityReference()
                    };
                    context.AddObject(newQuote);                    
                    context.AddLink(
                        newQuote,
                        new Relationship("quote_customer_accounts"),
                        account);

                    context.SaveChanges();
                }
            }
        }
    }
}