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CRM 2011: Transfer Related Entities between Accounts

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How to transfer related entities (Annotation, Opportunity) between two accounts

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  1. // Transfer Opportunities
  2. private void TransferOpportunities(OrganizationServiceContext orgContext, Account sourceAccount, Account destinationAccount)
  3. {
  4.     var opportunities = orgContext.OpportunitySet.Where(o=>o.CustomerId != null && o.CustomerId.Id == sourceAccount.Id);
  5.     if (opportunities != null)
  6.     {
  7.         foreach (var opportunity in opportunities)
  8.         {
  9.             var er = new EntityReference(Account.EntityLogicalName, destinationAccount.Id);
  10.             // or var er = destinationAccount.ToEntityReference();
  11.             opportunity.CustomerId = er;
  12.             orgContext.UpdateObject(opportunity);
  13.         }
  14.     }
  15. }
  16.  
  17. // Transfer Annotations
  18. private void TransferNotes(OrganizationServiceContext orgContext, Account sourceAccount, Account destinationAccount)
  19. {
  20.     var notes = orgContext.AnnotationSet.Where(a => a.ObjectId.Id == sourceAccount.Id);
  21.     if (notes != null)
  22.     {
  23.         foreach (var note in notes)
  24.         {
  25.             var er = new EntityReference(Account.EntityLogicalName, destinationAccount.Id);
  26.             note.ObjectId = er;
  27.             note.ObjectTypeCode = Account.EntityLogicalName;
  28.             orgContext.UpdateObject(note);
  29.         }
  30.     }
  31. }

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