Daynight

PowerShell - MS Dynamics CRM CRUD Operations

2017-11-09T17:02:00.000-06:00

Please refer Read App.Config -
Please refer Connect MS Dynamics CRM

$crm_service = Invoke-CRMConn -OrganizationUrl $crm_organization_url -UserName $crm_username -Password $crm_password

## 1. To test the connection, check who you are:

function WhoAMI() {
$request = new-object Microsoft.Crm.Sdk.Messages.WhoAmIRequest
$crm_service.Execute($request)

<#
UserId : 0dc96a70-952d-e611-80f0-0050568c6c1c
BusinessUnitId : a6099f28-952d-e611-80ec-0050568c6c1c
OrganizationId : 0d67a31e-952d-e611-80ec-0050568c6c1c
ResponseName : WhoAmI
Results : {[UserId, 0dc96a70-952d-e611-80f0-0050568c6c1c], [BusinessUnitId, a6099f28-0caf-e611-80ec-0050568c6c1c],
[OrganizationId, 0d67a31e-0caf-e611-80ec-0050568c6c1c]}
ExtensionData : System.Runtime.Serialization.ExtensionDataObject
#>
}

## 2. Query for all existing contact details

## 3. Insert new entity record

function InsertEntity() {
[CmdletBinding()]
param(
[Parameter(Position=0, Mandatory=$true)] [string]$Name,
[Parameter(Position=1, Mandatory=$true)] [string]$AccountNumber,
[Parameter(Position=2, Mandatory=$false)] [string]$IndustryCode,
[Parameter(Position=3, Mandatory=$false)] [string]$ParentAccountID
)

try {
$account = New-Object Microsoft.Xrm.Sdk.Entity("account")
$account.Attributes["name"] = $Name
$account.Attributes["accountnumber"] = $AccountNumber
if ($IndustryCode.Length -gt 0) {
$industry_code_os = New-Object Microsoft.Xrm.Sdk.OptionSetValue($IndustryCode)
$account.Attributes["industrycode"] = [Microsoft.Xrm.Sdk.OptionSetValue] $industry_code_os
}
if ($ParentAccountID.Length -gt 0) {
$account_ef = New-Object Microsoft.Xrm.Sdk.EntityReference('account', $ParentAccountID);
$account.Attributes["parentaccountid"] = [Microsoft.Xrm.Sdk.EntityReference]$account_ef;
}

$crm_service.Create($account)
}
catch [Exception] {
echo $_.Exception.Message
}

<#
Guid
----
54fad01a-a0c5-e711-80f7-0050568c5bd0
#>
}

## 4. Update existing entity record

function UpdateEntity() {
[CmdletBinding()]
param(
[Parameter(Position=0, Mandatory=$true)] [string]$ID,
[Parameter(Position=1, Mandatory=$true)] [string]$Name,
[Parameter(Position=2, Mandatory=$true)] [string]$AccountNumber,
[Parameter(Position=3, Mandatory=$false)] [string]$IndustryCode,
[Parameter(Position=4, Mandatory=$false)] [string]$ParentAccountID
)

try {
$account = New-Object Microsoft.Xrm.Sdk.Entity("account")
$account.Id = $ID
$account.Attributes["name"] = $Name
$account.Attributes["accountnumber"] = $AccountNumber
if ($IndustryCode.Length -gt 0) {
$industry_code_os = new-object Microsoft.Xrm.Sdk.OptionSetValue($IndustryCode)
$account.Attributes["industrycode"] = [Microsoft.Xrm.Sdk.OptionSetValue] $industry_code_os
}
if ($ParentAccountID.Length -gt 0) {
$account_ef = New-Object Microsoft.Xrm.Sdk.EntityReference('account', $ParentAccountID);
$account.Attributes["parentaccountid"] = [Microsoft.Xrm.Sdk.EntityReference]$account_ef;
}

$crm_service.Update($account)
}
catch [Exception] {
echo $_.Exception.Message
}
}

## 5. Delete existing entity record

function DeleteEntity() {
[CmdletBinding()]
param(
[Parameter(Position=0, Mandatory=$true)] [string]$ID
)

try {
$crm_service.Delete('account', $ID)
}
catch [Exception] {
echo $_.Exception.Message
}
}

## 6. Change owner

## 7. Change state & status of existing record

WhoAMI
GetList
InsertEntity -Name 'SQL Server' -AccountNumber 'LANG200' -IndustryCode 18 -ParentAccountID '0000a7d7-0000-0000-0000-082e5f2a3b8c'
UpdateEntity -ID '00000991-0000-0000-0000-0050568c5bd0' -Name 'C#' -AccountNumber 'LANG004' -ParentAccountID '0000a7d7-0000-0000-0000-082e5f2a3b8c'
DeleteEntity -ID '000032a2-0000-0000-0000-0050568c5bd0'
AssignOwner -SystemUserID '000077A8-0000-0000-0000-0050568C2FC0' -AccountID '0000a4c1-0000-0000-0000-0050568c5bd0'
ChangeStatus -AccountID '0000a4c1-0000-0000-0000-0050568c5bd0' -State '1' -Status '2'

PowerShell - Connect MS Dynamics CRM

2017-11-09T10:22:00.000-06:00

## create crm connction function, call this function with arguments OrganizationURL, UserName, Password
function Invoke-CRMConn {
## pass arguments OrganizationURL, UserName, Password
[CmdletBinding()]
param(
[Parameter(Position=0, Mandatory=$true)] [string]$OrganizationURL,
[Parameter(Position=1, Mandatory=$true)] [string]$UserName,
[Parameter(Position=2, Mandatory=$true)] [string]$Password
)

## get directory path
$current_directory = $(Get-Item ($MyInvocation.ScriptName)).DirectoryName

## load crm & xrm dll
$xrm_dll = $current_directory + "/microsoft.xrm.sdk.dll"
$crm_dll = $current_directory + "/microsoft.crm.sdk.proxy.dll"
[void][System.Reflection.Assembly]::LoadFile($xrm_dll)
[void][System.Reflection.Assembly]::LoadFile($crm_dll)
[void][System.Reflection.Assembly]::LoadWithPartialName("system.servicemodel")

## create credentials
$clientCredentials = new-object System.ServiceModel.Description.ClientCredentials
$clientCredentials.UserName.UserName = $UserName
$clientCredentials.UserName.Password = $Password

## create organization service proxy
$service = new-object Microsoft.Xrm.Sdk.Client.OrganizationServiceProxy($OrganizationURL, $null, $clientCredentials, $null)

## use default crm time out or set 5 minutes of timeout.
#$service.Timeout = new-object System.Timespan(0, 5, 0)

## return service
return $service
}

## test the service using who i am request
$service1 = Invoke-CRMConn -OrganizationURL "https://dns.com/XRMServices/2011/Organization.svc" -UserName 'test@dns.com' -Password ABC123!@#'
$request = new-object Microsoft.Crm.Sdk.Messages.WhoAmIRequest
$service1.Execute($request)

<#
UserId : 123ddfa0-9534-f234-8780-78900568c2fc0
BusinessUnitId : 456a043cf-0c34-e234-878c-78900568c6c1c
OrganizationId : 7895b3c2-0c34f-e234-878c-7890568c6c1c
ResponseName : WhoAmI
Results : {[UserId, 123ddfa0-952d-f234-8780-7890568c6c1c], [BusinessUnitId, 456a043cf-0caf-e234-8780-7890568c6c1c],
[OrganizationId, 7895b3c2-0caf-e234-8780-7890568c6c1c]}
ExtensionData : System.Runtime.Serialization.ExtensionDataObject
#>

MSCRMMonitoringTest Logging 'Monitoring test failed: Test Title: Help Content Server Tests.: Machine: DNSSES1234: ServerRole: HelpServer'

2017-11-02T14:04:00.001-05:00

MSCRMMonitoringTest Logging 'Monitoring test failed: Test Title: Help Content Server Tests.: Machine: DNSSES1234: ServerRole: HelpServer'

Every 15 minutes, CRM Logging the below error

Event 18732, MSCRMMonitoringTest

Monitoring test failed: Test Title: Help Content Server Tests.: Machine: <Server_Name>: ServerRole: HelpServer
Test Log:
The remote server returned an error: (404) Not Found.
at System.Net.HttpWebRequest.GetResponse()
at Microsoft.Crm.Monitoring.WebHelpers.GetWebResponse(String webpage, Boolean setCrmAuth, Boolean useProxy, Byte[] postData, Boolean setUserAgent, Int64 dmzPort)
at Microsoft.Crm.Monitoring.Tests.HelpContent.VerifyHelpContent.TestDefaultHelp(TestResult result)
at Microsoft.Crm.Monitoring.Tests.HelpContent.VerifyHelpContent.Execute()
at Microsoft.Crm.Monitoring.Engine.MonitoringRuntime.ExecuteMonitoringTest(MonitoringTestBase test, Int32 attempts)

InnerException Type:System.Net.WebException
.

Workaround solution to fix the above logging error

1. Create TestsToExclude.xml file,
<MonitoringTestsToExclude>
<Test isDisabled="true">VerifyHelpContent</Test>
</MonitoringTestsToExclude>
2. Place it on %ProgramFiles%\Microsoft Dynamics CRM\Monitoring folder (all Servers).

3. After 15 minutes, you see the log with succeded message

All monitoring tests succeeded: Machine: APWMAD0A2398: ServerRole: HelpServer.

MSCRMMonitoringTest Logging 'A certificate registered for use by Microsoft Dynamics CRM has expired'

2017-11-02T13:53:00.001-05:00

Every 15 minutes, CRM Logging the below errors

Event 25089, MSCRMMonitoringTest

A certificate registered for use by Microsoft Dynamics CRM has expired. Certificate type: TrustedIssuer Certificate Name: http://<URL>/adfs/services/trust Expiration Date: 1/11/2016 6:00:00 AM Store Location: Store Name:

Event 18797, MSCRMMonitoringTest

Monitoring test failed: Test Title: Trusted Issuer Certificate test: Machine: <MACHINE_NAME>: ServerRole: DiscoveryService, Portal, ApiServer
Test Log:
Retrieving certificate data from config DBVerifying TrustedIssuer certificate. Name=http://<URL>/adfs/services/trustTrustedIssuer certificate is not stored in local store: It is contained in the config DB. Name=http://<URL>/adfs/services/trustCertificate Lifespan: Valid from 09/14/2014 19:00:00 to 01/11/2016 06:00:00Failure: Certificate has expiredVerifying TrustedIssuer certificate. Name=http://<URL>/adfs/services/trustTrustedIssuer certificate is not stored in local store: It is contained in the config DB. Name=http://<URL>/adfs/services/trustCertificate Lifespan: Valid from 10/12/2015 19:00:00 to 02/15/2017 06:00:00Remaining certificate lifespan 21.7 % is greater than the configured threshold of 10.0 %Certificate is not nearing expiration.

I found 2 expired (invalid) certificates on the servers (Deployment & all UI Servers).

Workaround solution to fix the above logging error

1. Delete older one (yellow color tag) certificate from all servers
A) Run cmd -> type mmc -> Console Root window -> File menu -> select Add/Remove Snap-ins -> Add Cerificate -> Select(Computer account) -> Finish -> OK.

B) Console Root -> Certificates (Local Computer) -> Personal -> Certificates
-> Select old cerificate (date ended with '02/15/2017' ) -> Delete.

2. Re run ‘Configure Claims-Based Authentication’ tool from CRM Deployment Manager.

3. After 15 minutes, you see the log with succeded message

Monitoring test succeeded: Test Title: Trusted Issuer Certificate test: Machine: <MACHINE_NAME>: ServerRole: DiscoveryService, Portal, ApiServer
Test Log:
Retrieving certificate data from config DBVerifying TrustedIssuer certificate. Name=http://<URL>/adfs/services/trustTrustedIssuer certificate is not stored in local store: It is contained in the config DB. Name=http://<URL>/adfs/services/trustCertificate Lifespan: Valid from 10/12/2015 19:00:00 to 02/15/2017 06:00:00Remaining certificate lifespan 21.3 % is greater than the configured threshold of 10.0 %Certificate is not nearing expiration.

Convert JSON to Object using Json.NET

2016-04-01T15:56:00.001-05:00

sample json file
[{"empNumber":"123456","primaryName":{"firstName":"FN","lastName":"LN"},"disability":false,"otherNames":[{"firstName":"FN","lastName":"LN1"},{"firstName":"FN","lastName":"LN2"}],"homeAddress":{"addressLine1":"1234 Python Java Rd","city":"Bellevue","state":"WI","postalCode":"628204"}},{"empNumber":"7890","primaryName":{"firstName":"1FN","lastName":"1LN"},"disability":true,"otherNames":[{"firstName":"1FN","lastName":"1LN1"},{"firstName":"1FN","lastName":"1LN2"}],"homeAddress":{"addressLine1":"5869 Dotnet CRM St","city":"Chicago","state":"NE","postalCode":"567567"}}]

Download Json.NET dll from http://www.newtonsoft.com/json

Class Objects
public class Names
{
public string firstName { get; set; }
public string lastName { get; set; }
}

public class Address
{
public string addressLine1 { get; set; }
public string city { get; set; }
public string state { get; set; }
public string postalCode { get; set; }
}

public class Employee
{
public string empNumber { get; set; }
public Names primaryName { get; set; }
public bool disability { get; set; }
public IList<Names> otherNames { get; set; }
}

Read the JSON file
string jsondatas = File.ReadAllText(JSONFile);

Convert json datas to Employee object array
Employee[] emps = JsonConvert.DeserializeObject<Employee[]>(jsondatas);

for loop to get each object.
foreach (Employee emp in emps)
{
//convert object back to json string
string jsonemp = Newtonsoft.Json.JsonConvert.SerializeObject(emp);

//convert json to object
Employee emp1 = JsonConvert.DeserializeObject<Employee>(jsonemp);
}