Dynamics CRM Development

CRM Online IOrganizationService client

2012-06-01T13:44:00.000+03:00

In this post I've updated little bit code to connect to Organization Service CRM Online.

class Program

{

static void Main(string[] args)

{

String userName;

String password;

String organizationUrl;

userName = <your-live-ID>;

password = <live-ID-password>;

organizationUrl = "https://<your-organization-name>.crm.dynamics.com/XRMServices/2011/Organization.svc";

ClientCredentials credentials = new ClientCredentials();

credentials.UserName.UserName = userName;

credentials.UserName.Password = password;

IServiceManagement<IOrganizationService> orgServiceManagement = ServiceConfigurationFactory.CreateManagement<IOrganizationService>(new Uri(organizationUrl));

AuthenticationCredentials authCredentials = new AuthenticationCredentials();

authCredentials.ClientCredentials = credentials;

authCredentials.SupportingCredentials = new AuthenticationCredentials();

authCredentials.SupportingCredentials.ClientCredentials = Microsoft.Crm.Services.Utility.DeviceIdManager.LoadOrRegisterDevice();

AuthenticationCredentials tokenCredentials = orgServiceManagement.Authenticate(authCredentials);

var organizationTokenResponse = tokenCredentials.SecurityTokenResponse;

OrganizationServiceProxy _serviceProxy;

IOrganizationService _service;

using (_serviceProxy = new OrganizationServiceProxy(orgServiceManagement, organizationTokenResponse))

{

_service = (IOrganizationService)_serviceProxy;

WhoAmIResponse response = (WhoAmIResponse)_service.Execute(new WhoAmIRequest());

Console.WriteLine(response.UserId.ToString());

}

Console.ReadLine();

}

CRM Online connect to IOrganizationService

2012-05-31T17:37:00.000+03:00

In previous post I told how to connect to Discovery Service CRM Online. Now I want give you example of code how to connect to Organization Service

class Program

{

static void Main(string[] args)

{

String userName;

String password;

String organizationUrl;

userName = <your-Live-ID>;

password = <Live-ID-Password>;

organizationUrl = "https://<your-org-name>.crm.dynamics.com/XRMServices/2011/Organization.svc";

ClientCredentials credentials = new ClientCredentials();

credentials.UserName.UserName = userName;

credentials.UserName.Password = password;

OrganizationServiceProxy _serviceProxy;

IOrganizationService _service;

using (_serviceProxy = new OrganizationServiceProxy(

new Uri(organizationUrl),

null,

credentials,

Microsoft.Crm.Services.Utility.DeviceIdManager.LoadOrRegisterDevice()))

{

_service = (IOrganizationService)_serviceProxy;

WhoAmIResponse response =

(WhoAmIResponse)_service.Execute(new WhoAmIRequest());

Console.WriteLine(response.UserId.ToString());

}

Console.ReadLine();

}

crmsvcutil.exe generated classes differences

2012-05-30T13:25:00.000+03:00

Prepared this post some time ago, but forgot to publish. In any case ...

CRM SDK allow you to use early binding. For this purpose you should use crmsvcutil.exe to generate classes which represent CRM entities. All the classes are derived from Microsoft.Xrm.Sdk.Entity class. I tried to realize what was changed in generated classes since beta version of SDK.

[Microsoft.Xrm.Sdk.AttributeLogicalNameAttribute("accountid")]

public override System.Guid Id

{

get

{

return base.Id;

}

set

{

this.AccountId = value;

}

In the latest version of crmsvcutil.exe attribute AttributeLogicalNameAttribute is applied to Id property of each entity. Using these attribute you are able to retrieve logical names of attributes which you can use e.g. in queries to service. Hot to do that you can read here. But I prefer to use generated class with all field name constants.

In beta version all OptionSet entity attributes looks like:

public System.Nullable<YourDataModel.AccountState> StateCode

{

get

{

Microsoft.Xrm.Sdk.OptionSetValue optionSet = this.GetAttributeValue<Microsoft.Xrm.Sdk.OptionSetValue>("statecode");

return ((YourDataModel.AccountState)(System.Enum.ToObject(typeof(YourDataModel.AccountState), optionSet.Value)));

}

but now it looks like:

public System.Nullable<YourDataModel.AccountState> StateCode

{

get

{

Microsoft.Xrm.Sdk.OptionSetValue optionSet = this.GetAttributeValue<Microsoft.Xrm.Sdk.OptionSetValue>("statecode");

if ((optionSet != null))

{

return ((YourDataModel.AccountState)(System.Enum.ToObject(typeof(YourDataModel.AccountState), optionSet.Value)));

}

else

{

return null;

}

It's more safely. And the similar update related with collection fields like:

public System.Collections.Generic.IEnumerable<YourDataModel.ActivityParty> OptionalAttendees

{

get

{

Microsoft.Xrm.Sdk.EntityCollection collection = this.GetAttributeValue<Microsoft.Xrm.Sdk.EntityCollection>("optionalattendees");

if (((collection != null)

&& (collection.Entities != null)))

{

return System.Linq.Enumerable.Cast<YourDataModel.ActivityParty>(collection.Entities);

}

else

{

return null;

}

set

{

this.OnPropertyChanging("OptionalAttendees");

if ((value == null))

{

this.SetAttributeValue("optionalattendees", value);

}

else

{

this.SetAttributeValue("optionalattendees", new Microsoft.Xrm.Sdk.EntityCollection(new System.Collections.Generic.List<Microsoft.Xrm.Sdk.Entity>(value)));

}

this.OnPropertyChanged("OptionalAttendees");

}

in previous version it looked like

public System.Collections.Generic.IEnumerable<YourDataModel.ActivityParty> OptionalAttendees

{

get

{

return System.Linq.Enumerable.Cast<YourDataModel.ActivityParty>(this.GetAttributeValue<Microsoft.Xrm.Sdk.EntityCollection>("optionalattendees").Entities);

}

set

{

this.OnPropertyChanging("OptionalAttendees");

this.SetAttributeValue("optionalattendees", new Microsoft.Xrm.Sdk.EntityCollection(new System.Collections.Generic.List<Microsoft.Xrm.Sdk.Entity>(value)));

this.OnPropertyChanged("OptionalAttendees");

}

And that's all. There are no more significant differences in generated with crmsvcutil.exe tool files. Only if you use context object there was added to each entity method like:

public void AddToAccountSet(YourDataModel.Account entity)

{

this.AddObject(entity);

}

CRM Online Discovery Service client sample

2012-05-30T13:01:00.000+03:00

Microsoft allows us to have a 30-days trial online CRM. I've signed up and decided to connect to CRM Online services from my application. At first I've tried to connect to discovery service. The CRM SDK has a sample sdk\samplecode\cs\generalprogramming\discoveryservice\discoveryservice.sln that shows us how to do that. This sample needs Credentials.xml file to be present in your <DISK>:\Users\<user>\AppData\Roaming\CrmServer folder.
Below is sample of this file.

<ServerAddress>your-org-name.crm.dynamics.com</ServerAddress>

<DiscoveryUri>https:// your-org-name .crm.dynamics.com/XRMServices/2011/Discovery.svc</DiscoveryUri>

<OrganizationUri>https:// your-org-name .crm.dynamics.com/XRMServices/2011/Organization.svc</OrganizationUri>

<Password>live ID password</Password>

</Credentials>

<EndpointType>LiveId</EndpointType>

</Xpert360Lightning>

</Configuration>

</Configurations>

This sample leverages code from three helper files crmservicehelpers.cs, deviceidmanager.cs, myorganizationcrmsdktypes.cs from sdk\samplecode\cs\helpercode\ folder.

Code looks not so clear, especially if you have your organization name and live ID and want to connect to CRM Online. In this case you need simple straightforward code which allow you quickly access CRM services. From mentioned helper files I've used in my code deviceidmanager.cs, it is really helpful.

class Program

{

static void Main(string[] args)

{

String userName;

String password;

String discoveryUrl;

userName = <your-Live-ID>;

password = <Live-ID-Password>;

discoveryUrl = "https://<your-org-name>.crm.dynamics.com/XRMServices/2011/Discovery.svc";

ClientCredentials credentials = new ClientCredentials();

credentials.UserName.UserName = userName;

credentials.UserName.Password = password;

IServiceManagement<IOrganizationService> orgServiceManagement = ServiceConfigurationFactory.CreateManagement<IOrganizationService>(new Uri(discoveryUrl));

DiscoveryServiceProxy _serviceProxy;

using (_serviceProxy = new DiscoveryServiceProxy(new Uri(discoveryUrl), null, credentials, Microsoft.Crm.Services.Utility.DeviceIdManager.LoadOrRegisterDevice()))

{

IDiscoveryService service = _serviceProxy;

#region RetrieveOrganizations Message

// Retrieve details about all organizations discoverable via the

// Discovery service.

RetrieveOrganizationsRequest orgsRequest =

new RetrieveOrganizationsRequest()

{

AccessType = EndpointAccessType.Default,

Release = OrganizationRelease.Current

};

RetrieveOrganizationsResponse organizations =

(RetrieveOrganizationsResponse)service.Execute(orgsRequest);

// Print each organization's friendly name, unique name and URLs

// for each of its endpoints.

Console.WriteLine();

Console.WriteLine("Retrieving details of each organization:");

foreach (OrganizationDetail organization in organizations.Details)

{

Console.WriteLine("Organization Name: {0}", organization.FriendlyName);

Console.WriteLine("Unique Name: {0}", organization.UniqueName);

Console.WriteLine("Endpoints:");

foreach (var endpoint in organization.Endpoints)

{

Console.WriteLine(" Name: {0}", endpoint.Key);

Console.WriteLine(" URL: {0}", endpoint.Value);

}

Console.WriteLine("End of listing");

Console.WriteLine();

#endregion RetrieveOrganizations Message

#region RetrieveOrganization Message

// Retrieve details about a single organization discoverable via the Discovery service.

RetrieveOrganizationRequest orgRequest =

new RetrieveOrganizationRequest()

{

UniqueName = organizations.Details[organizations.Details.Count - 1].UniqueName,

AccessType = EndpointAccessType.Default,

Release = OrganizationRelease.Current

};

RetrieveOrganizationResponse org =

(RetrieveOrganizationResponse)service.Execute(orgRequest);

// Print the organization's friendly name, unique name and URLs

// for each of its endpoints.

Console.WriteLine();

Console.WriteLine("Retrieving details of specific organization:");

Console.WriteLine("Organization Name: {0}", org.Detail.FriendlyName);

Console.WriteLine("Unique Name: {0}", org.Detail.UniqueName);

Console.WriteLine("Endpoints:");

foreach (KeyValuePair<EndpointType, string> endpoint in org.Detail.Endpoints)

{

Console.WriteLine(" Name: {0}", endpoint.Key);

Console.WriteLine(" URL: {0}", endpoint.Value);

}

Console.WriteLine("End of listing");

Console.WriteLine();

#endregion RetrieveOrganization Message

Console.ReadLine();

}

Microsoft explains planned updates to the next version of Dynamics CRM

2012-02-13T15:14:00.001+02:00

With interest I've read today this news article. Microsoft explains planned updates to the next version of Dynamics CRM. Detailed document is here. What is interesting. At first that they are going support other browsers, not only Internet Explorer. Good decision and I hope interface will still so rich and useful as it was in previous versions. I'm sure it will costs great efforts.
Another enhancement is that it will have mobile version. I think it was obvious. Also it will contain some industry templates: Life Annuity Insurance Sales, Non-Profit, Health Plan Sales, Wealth Management. My opinion is that potential of Dynamics CRM is greater than it is used now. I suppose that new industry templates from Microsoft should help in market penetration. It will decrease efforts to customization, speed up implementation of new environment.

DeliverIncoming and DeliverPromote Messages

2012-02-08T13:02:00.000+02:00

Recently I've worked on a task, when the user click on the "Track in CRM" button in his Outlook, update some field of the recipients of the email, who are a CRM users. Problem I faced I was not sure what message register the plugin on. At the beginning I've tried register plugin on Create / Update messages. Plugin was successfully fired, but fields To, Cc, Bcc of the Email entity instance were empty and I was not able to iterate through the list of the recipients of the email. Right messages for this purpose are DeliverIncoming / DeliverPromote. DeliverIncoming message is fired when the user clicks on "Track in CRM" button, and when you have registered image, all recipient fields will be populated with actual values in this case.
JFYI: Here is the list of supported messaged for plug ins.

IFD Claims based Authentication

2011-07-06T14:27:00.001+03:00

Recently I had difficulties with creating client application to CRM deployed using Internet Facing deployment with Claims Based Authentication ADFS 2.0 Sample code shows connecting to IFD CRM only available at CRM SDK samplecode\cs\wsdlbasedproxies\ifd, but it supposes that you have to add Service References to Discovery Service and to Organization Service. I was not going to use Service References, but how to instantiate and configure OrganizationServiceProxy class item in the right way was not clear for me.

In my case ServiceConfigurationFactory class helped me. Below is peace of code how I'm retrieving IOrganizationService instance:

Uri organizationUriIFD = new Uri("https://[server]:[port]/XRMServices/2011/Organization.svc");

ClientCredentials credentials = new ClientCredentials();

credentials.UserName.UserName = "username";

credentials.UserName.Password = "password";

IServiceConfiguration<IOrganizationService> config = ServiceConfigurationFactory.CreateConfiguration<IOrganizationService>(organizationUriIFD);

using (Microsoft.Xrm.Sdk.Client.OrganizationServiceProxy _serviceProxy = new OrganizationServiceProxy(config, credentials))

{

// This statement is required to enable early-bound type support.

_serviceProxy.ServiceConfiguration.CurrentServiceEndpoint.Behaviors.Add(new ProxyTypesBehavior());

IOrganizationService _service = (IOrganizationService)_serviceProxy;

WhoAmIResponse response = (WhoAmIResponse)_service.Execute(new WhoAmIRequest());

Console.WriteLine(response.UserId.ToString());

Console.ReadLine();

}

Enumeration class like Microsoft.Crm.Sdk.MessageName

2011-01-20T13:16:00.000+02:00

I noticed that in CRM 2011 SDK is no class like Microsoft.Crm.Sdk.MessageName.
But among other entities there is SdkMessage entity. So you are able to read all available messages using Organization service. But I think if you want to have a class like Microsoft.Crm.Sdk.MessageName you can generate it. Below I wrote console application code to generate MessageName class from retrieved from CRM SdkMessage list.

private const string ORGANIZATION_URL_SETTING = "organizationUrl";
private const string CLASS_NAME = "MessageName";
const string NAMESPACE_NAME = "YourNamespaceName";

static void Main(string[] args)
{
  Uri organizationUri = new Uri(CrmMessagesClassGenerator.Properties.Settings.Default.organizationUrl);
  ClientCredentials credentials = new ClientCredentials(); ;
  credentials.Windows.ClientCredential = CredentialCache.DefaultNetworkCredentials;

  using (Microsoft.Xrm.Sdk.Client.OrganizationServiceProxy _serviceProxy = new OrganizationServiceProxy(organizationUri,
null,
credentials,
null))
  {
// This statement is required to enable early-bound type support.
_serviceProxy.ServiceConfiguration.CurrentServiceEndpoint.Behaviors.Add(new ProxyTypesBehavior());

IOrganizationService _service = (IOrganizationService)_serviceProxy;

System.IO.StreamWriter file = new System.IO.StreamWriter(CLASS_NAME + ".cs");

file.WriteLine("namespace " + NAMESPACE_NAME);
file.WriteLine("{");
file.WriteLine(" public static class " + CLASS_NAME);
file.WriteLine(" {");

LoadMessages(_service, file);

file.WriteLine(" }");
file.WriteLine("}");

file.Close();
  }

}

public static void LoadMessages(IOrganizationService _service, System.IO.StreamWriter file)
{
  //Generate the query
  ConditionExpression con = new ConditionExpression();
  con.AttributeName = "isprivate";
  con.Operator = ConditionOperator.Equal;
  con.Values.Clear();

  con.Values.Add(false);

  OrderExpression order = new OrderExpression();
  order.AttributeName = "name";
  order.OrderType = OrderType.Ascending;

  QueryExpression query = new QueryExpression();
  query.ColumnSet = new ColumnSet(true);
  query.Criteria = new FilterExpression();
  query.Criteria.Conditions.Clear();

  query.Criteria.Conditions.Add(con);

  query.EntityName = SdkMessage.EntityLogicalName;
  query.Orders.Clear();
  query.Orders.Add(order);

  //Retrieve the message entities
  DataCollection<Entity> ent = _service.RetrieveMultiple(query).Entities;
  Entity[] messageEntityList = new Entity[ent.Count];
  ent.CopyTo(messageEntityList, 0);

  //Process each message entity
  for (int i = 0; i < messageEntityList.Length; i++)
  {
SdkMessage mes = (SdkMessage)messageEntityList[i];
file.WriteLine(" public const string " + mes.Name + " = \"" + mes.Name + "\";");
  }
}

and also result of this application:

public static class MessageName

{

public const string AddItem = "AddItem";

public const string AddListMembers = "AddListMembers";

public const string AddMember = "AddMember";

public const string AddMembers = "AddMembers";

public const string AddPrivileges = "AddPrivileges";

public const string AddProductToKit = "AddProductToKit";

public const string AddRecurrence = "AddRecurrence";

public const string AddSolutionComponent = "AddSolutionComponent";

public const string AddSubstitute = "AddSubstitute";

public const string AddToQueue = "AddToQueue";

public const string Assign = "Assign";

public const string AssignUserRoles = "AssignUserRoles";

public const string Associate = "Associate";

public const string AssociateEntities = "AssociateEntities";

public const string AutoMapEntity = "AutoMapEntity";

public const string BackgroundSend = "BackgroundSend";

public const string Book = "Book";

public const string BulkDelete = "BulkDelete";

public const string BulkDelete2 = "BulkDelete2";

public const string BulkDetectDuplicates = "BulkDetectDuplicates";

public const string BulkMail = "BulkMail";

public const string BulkOperationStatusClose = "BulkOperationStatusClose";

public const string CalculateActualValue = "CalculateActualValue";

public const string CalculateTotalTime = "CalculateTotalTime";

public const string CanBeReferenced = "CanBeReferenced";

public const string CanBeReferencing = "CanBeReferencing";

public const string Cancel = "Cancel";

public const string CanManyToMany = "CanManyToMany";

public const string CheckIncoming = "CheckIncoming";

public const string CheckPromote = "CheckPromote";

public const string CleanUpBulkOperation = "CleanUpBulkOperation";

public const string Clone = "Clone";

public const string Close = "Close";

public const string CompoundCreate = "CompoundCreate";

public const string CompoundUpdate = "CompoundUpdate";

public const string CompoundUpdateDuplicateDetectionRule = "CompoundUpdateDuplicateDetectionRule";

public const string ConvertKitToProduct = "ConvertKitToProduct";

public const string ConvertProductToKit = "ConvertProductToKit";

public const string ConvertQuoteToSalesOrder = "ConvertQuoteToSalesOrder";

public const string ConvertSalesOrderToInvoice = "ConvertSalesOrderToInvoice";

public const string Copy = "Copy";

public const string CopyCampaignResponse = "CopyCampaignResponse";

public const string CopyDynamicListToStatic = "CopyDynamicListToStatic";

public const string CopyMembers = "CopyMembers";

public const string CopySystemForm = "CopySystemForm";

public const string Create = "Create";

public const string CreateActivities = "CreateActivities";

public const string CreateAttribute = "CreateAttribute";

public const string CreateEntity = "CreateEntity";

public const string CreateException = "CreateException";

public const string CreateInstance = "CreateInstance";

public const string CreateManyToMany = "CreateManyToMany";

public const string CreateOneToMany = "CreateOneToMany";

public const string CreateOptionSet = "CreateOptionSet";

public const string CreateWorkflowFromTemplate = "CreateWorkflowFromTemplate";

public const string Delete = "Delete";

public const string DeleteAttribute = "DeleteAttribute";

public const string DeleteAuditData = "DeleteAuditData";

public const string DeleteEntity = "DeleteEntity";

public const string DeleteOpenInstances = "DeleteOpenInstances";

public const string DeleteOptionSet = "DeleteOptionSet";

public const string DeleteOptionValue = "DeleteOptionValue";

public const string DeleteRelationship = "DeleteRelationship";

public const string DeliverIncoming = "DeliverIncoming";

public const string DeliverPromote = "DeliverPromote";

public const string DeprovisionLanguage = "DeprovisionLanguage";

public const string DetachFromQueue = "DetachFromQueue";

public const string Disassociate = "Disassociate";

public const string DisassociateEntities = "DisassociateEntities";

public const string DistributeCampaignActivity = "DistributeCampaignActivity";

public const string DownloadReportDefinition = "DownloadReportDefinition";

public const string EntityExpressionToFetchXml = "EntityExpressionToFetchXml";

public const string Execute = "Execute";

public const string ExecuteById = "ExecuteById";

public const string ExecuteWorkflow = "ExecuteWorkflow";

public const string Expand = "Expand";

public const string Export = "Export";

public const string ExportAll = "ExportAll";

public const string ExportCompressed = "ExportCompressed";

public const string ExportCompressedAll = "ExportCompressedAll";

public const string ExportCompressedTranslations = "ExportCompressedTranslations";

public const string ExportMappings = "ExportMappings";

public const string ExportSolution = "ExportSolution";

public const string ExportTranslation = "ExportTranslation";

public const string ExportTranslations = "ExportTranslations";

public const string FetchXmlToEntityExpression = "FetchXmlToEntityExpression";

public const string FindParent = "FindParent";

public const string Fulfill = "Fulfill";

public const string GenerateInvoiceFromOpportunity = "GenerateInvoiceFromOpportunity";

public const string GenerateQuoteFromOpportunity = "GenerateQuoteFromOpportunity";

public const string GenerateSalesOrderFromOpportunity = "GenerateSalesOrderFromOpportunity";

public const string GetAllTimeZonesWithDisplayName = "GetAllTimeZonesWithDisplayName";

public const string GetDecryptionKey = "GetDecryptionKey";

public const string GetDistinctValues = "GetDistinctValues";

public const string GetHeaderColumns = "GetHeaderColumns";

public const string GetInvoiceProductsFromOpportunity = "GetInvoiceProductsFromOpportunity";

public const string GetQuantityDecimal = "GetQuantityDecimal";

public const string GetQuoteProductsFromOpportunity = "GetQuoteProductsFromOpportunity";

public const string GetReportHistoryLimit = "GetReportHistoryLimit";

public const string GetSalesOrderProductsFromOpportunity = "GetSalesOrderProductsFromOpportunity";

public const string GetTimeZoneCodeByLocalizedName = "GetTimeZoneCodeByLocalizedName";

public const string GetTrackingToken = "GetTrackingToken";

public const string GetValidManyToMany = "GetValidManyToMany";

public const string GetValidReferencedEntities = "GetValidReferencedEntities";

public const string GetValidReferencingEntities = "GetValidReferencingEntities";

public const string GrantAccess = "GrantAccess";

public const string Handle = "Handle";

public const string Import = "Import";

public const string ImportAll = "ImportAll";

public const string ImportCompressedAll = "ImportCompressedAll";

public const string ImportCompressedTranslationsWithProgress = "ImportCompressedTranslationsWithProgress";

public const string ImportCompressedWithProgress = "ImportCompressedWithProgress";

public const string ImportMappings = "ImportMappings";

public const string ImportRecords = "ImportRecords";

public const string ImportSolution = "ImportSolution";

public const string ImportTranslation = "ImportTranslation";

public const string ImportTranslationsWithProgress = "ImportTranslationsWithProgress";

public const string ImportWithProgress = "ImportWithProgress";

public const string InitializeFrom = "InitializeFrom";

public const string InsertOptionValue = "InsertOptionValue";

public const string InsertStatusValue = "InsertStatusValue";

public const string InstallSampleData = "InstallSampleData";

public const string Instantiate = "Instantiate";

public const string InstantiateFilters = "InstantiateFilters";

public const string IsBackOfficeInstalled = "IsBackOfficeInstalled";

public const string IsComponentCustomizable = "IsComponentCustomizable";

public const string IsValidStateTransition = "IsValidStateTransition";

public const string LocalTimeFromUtcTime = "LocalTimeFromUtcTime";

public const string LockInvoicePricing = "LockInvoicePricing";

public const string LockSalesOrderPricing = "LockSalesOrderPricing";

public const string LogFailure = "LogFailure";

public const string LogSuccess = "LogSuccess";

public const string Lose = "Lose";

public const string MakeAvailableToOrganization = "MakeAvailableToOrganization";

public const string MakeUnavailableToOrganization = "MakeUnavailableToOrganization";

public const string Merge = "Merge";

public const string ModifyAccess = "ModifyAccess";

public const string OrderOption = "OrderOption";

public const string Parse = "Parse";

public const string ProcessInbound = "ProcessInbound";

public const string ProcessOneMemberBulkOperation = "ProcessOneMemberBulkOperation";

public const string PropagateByExpression = "PropagateByExpression";

public const string ProvisionLanguage = "ProvisionLanguage";

public const string Publish = "Publish";

public const string PublishAll = "PublishAll";

public const string QualifyLead = "QualifyLead";

public const string QualifyMember = "QualifyMember";

public const string Query = "Query";

public const string QueryMultiple = "QueryMultiple";

public const string ReassignObjects = "ReassignObjects";

public const string ReassignObjectsEx = "ReassignObjectsEx";

public const string Recalculate = "Recalculate";

public const string RemoveItem = "RemoveItem";

public const string RemoveMember = "RemoveMember";

public const string RemoveMembers = "RemoveMembers";

public const string RemoveParent = "RemoveParent";

public const string RemovePrivilege = "RemovePrivilege";

public const string RemoveProductFromKit = "RemoveProductFromKit";

public const string RemoveRelated = "RemoveRelated";

public const string RemoveSolutionComponent = "RemoveSolutionComponent";

public const string RemoveSubstitute = "RemoveSubstitute";

public const string RemoveUserRoles = "RemoveUserRoles";

public const string Renew = "Renew";

public const string ReplacePrivileges = "ReplacePrivileges";

public const string Reschedule = "Reschedule";

public const string ResetOfflineFilters = "ResetOfflineFilters";

public const string ResetUserFilters = "ResetUserFilters";

public const string Retrieve = "Retrieve";

public const string RetrieveAbsoluteAndSiteCollectionUrl = "RetrieveAbsoluteAndSiteCollectionUrl";

public const string RetrieveAllChildUsers = "RetrieveAllChildUsers";

public const string RetrieveAllEntities = "RetrieveAllEntities";

public const string RetrieveAllManagedProperties = "RetrieveAllManagedProperties";

public const string RetrieveAllOptionSets = "RetrieveAllOptionSets";

public const string RetrieveApplicationRibbon = "RetrieveApplicationRibbon";

public const string RetrieveAttribute = "RetrieveAttribute";

public const string RetrieveAttributeChangeHistory = "RetrieveAttributeChangeHistory";

public const string RetrieveAuditDetails = "RetrieveAuditDetails";

public const string RetrieveAuditPartitionList = "RetrieveAuditPartitionList";

public const string RetrieveAvailableLanguages = "RetrieveAvailableLanguages";

public const string RetrieveBusinessHierarchy = "RetrieveBusinessHierarchy";

public const string RetrieveByGroup = "RetrieveByGroup";

public const string RetrieveByResource = "RetrieveByResource";

public const string RetrieveByResources = "RetrieveByResources";

public const string RetrieveByTopIncidentProduct = "RetrieveByTopIncidentProduct";

public const string RetrieveByTopIncidentSubject = "RetrieveByTopIncidentSubject";

public const string RetrieveDependenciesForDelete = "RetrieveDependenciesForDelete";

public const string RetrieveDependenciesForUninstall = "RetrieveDependenciesForUninstall";

public const string RetrieveDependentComponents = "RetrieveDependentComponents";

public const string RetrieveDeploymentLicenseType = "RetrieveDeploymentLicenseType";

public const string RetrieveDeprovisionedLanguages = "RetrieveDeprovisionedLanguages";

public const string RetrieveDuplicates = "RetrieveDuplicates";

public const string RetrieveEntity = "RetrieveEntity";

public const string RetrieveEntityRibbon = "RetrieveEntityRibbon";

public const string RetrieveExchangeRate = "RetrieveExchangeRate";

public const string RetrieveFilteredForms = "RetrieveFilteredForms";

public const string RetrieveFormattedImportJobResults = "RetrieveFormattedImportJobResults";

public const string RetrieveFormXml = "RetrieveFormXml";

public const string RetrieveInstalledLanguagePacks = "RetrieveInstalledLanguagePacks";

public const string RetrieveInstalledLanguagePackVersion = "RetrieveInstalledLanguagePackVersion";

public const string RetrieveLicenseInfo = "RetrieveLicenseInfo";

public const string RetrieveLocLabels = "RetrieveLocLabels";

public const string RetrieveManagedProperty = "RetrieveManagedProperty";

public const string RetrieveMembers = "RetrieveMembers";

public const string RetrieveMembersBulkOperation = "RetrieveMembersBulkOperation";

public const string RetrieveMissingComponents = "RetrieveMissingComponents";

public const string RetrieveMissingDependencies = "RetrieveMissingDependencies";

public const string RetrieveMultiple = "RetrieveMultiple";

public const string RetrieveOptionSet = "RetrieveOptionSet";

public const string RetrieveOrganizationResources = "RetrieveOrganizationResources";

public const string RetrieveParentGroups = "RetrieveParentGroups";

public const string RetrieveParsedData = "RetrieveParsedData";

public const string RetrievePrincipalAccess = "RetrievePrincipalAccess";

public const string RetrievePrincipalAttributePrivileges = "RetrievePrincipalAttributePrivileges";

public const string RetrievePrivilegeSet = "RetrievePrivilegeSet";

public const string RetrieveProvisionedLanguagePackVersion = "RetrieveProvisionedLanguagePackVersion";

public const string RetrieveProvisionedLanguages = "RetrieveProvisionedLanguages";

public const string RetrieveRecordChangeHistory = "RetrieveRecordChangeHistory";

public const string RetrieveRelationship = "RetrieveRelationship";

public const string RetrieveRequiredComponents = "RetrieveRequiredComponents";

public const string RetrieveRolePrivileges = "RetrieveRolePrivileges";

public const string RetrieveSharedPrincipalsAndAccess = "RetrieveSharedPrincipalsAndAccess";

public const string RetrieveSubGroups = "RetrieveSubGroups";

public const string RetrieveSubsidiaryTeams = "RetrieveSubsidiaryTeams";

public const string RetrieveSubsidiaryUsers = "RetrieveSubsidiaryUsers";

public const string RetrieveTeamPrivileges = "RetrieveTeamPrivileges";

public const string RetrieveTeams = "RetrieveTeams";

public const string RetrieveTimestamp = "RetrieveTimestamp";

public const string RetrieveUnpublished = "RetrieveUnpublished";

public const string RetrieveUnpublishedMultiple = "RetrieveUnpublishedMultiple";

public const string RetrieveUserPrivileges = "RetrieveUserPrivileges";

public const string RetrieveUserSettings = "RetrieveUserSettings";

public const string RetrieveVersion = "RetrieveVersion";

public const string Revise = "Revise";

public const string RevokeAccess = "RevokeAccess";

public const string Rollup = "Rollup";

public const string Route = "Route";

public const string Search = "Search";

public const string SearchByBody = "SearchByBody";

public const string SearchByBodyLegacy = "SearchByBodyLegacy";

public const string SearchByKeywords = "SearchByKeywords";

public const string SearchByKeywordsLegacy = "SearchByKeywordsLegacy";

public const string SearchByTitle = "SearchByTitle";

public const string SearchByTitleLegacy = "SearchByTitleLegacy";

public const string Send = "Send";

public const string SendFromTemplate = "SendFromTemplate";

public const string SetBusiness = "SetBusiness";

public const string SetLocLabels = "SetLocLabels";

public const string SetParent = "SetParent";

public const string SetRelated = "SetRelated";

public const string SetReportRelated = "SetReportRelated";

public const string SetState = "SetState";

public const string SetStateDynamicEntity = "SetStateDynamicEntity";

public const string StatusUpdateBulkOperation = "StatusUpdateBulkOperation";

public const string Transform = "Transform";

public const string TriggerServiceEndpointCheck = "TriggerServiceEndpointCheck";

public const string UninstallSampleData = "UninstallSampleData";

public const string UnlockInvoicePricing = "UnlockInvoicePricing";

public const string UnlockSalesOrderPricing = "UnlockSalesOrderPricing";

public const string Unpublish = "Unpublish";

public const string Update = "Update";

public const string UpdateAttribute = "UpdateAttribute";

public const string UpdateEntity = "UpdateEntity";

public const string UpdateOptionSet = "UpdateOptionSet";

public const string UpdateOptionValue = "UpdateOptionValue";

public const string UpdateRelationship = "UpdateRelationship";

public const string UpdateStateValue = "UpdateStateValue";

public const string UpdateUserSettings = "UpdateUserSettings";

public const string UtcTimeFromLocalTime = "UtcTimeFromLocalTime";

public const string Validate = "Validate";

public const string ValidateRecurrenceRule = "ValidateRecurrenceRule";

public const string VerifyProcessStateData = "VerifyProcessStateData";

public const string WhoAmI = "WhoAmI";

public const string Win = "Win";

}

Silverlight Web Resources

2011-01-19T15:06:00.003+02:00

Dynamics CRM 2011 supports Silverlight application as Web Resource. I have created with testing purpose my first Silverlight Web Resource.
How to do that you can find out in file crmsdk2011.chm in SDK folder. I can't give you direct web link for now because Microsoft still not published this in MSDN. But you can download SDK here.
I used Visual Studio 2010, but you also need to install Microsoft Silverlight 4 Tools for Visual Studio 2010. To be able to work with all OData service capabilities application must be developed for Silverlight version 4.
When you are developing Silverlight Web Resource you need to know does your Web Resource need some contextual information or not. If not you are able to place your web resource either on some entity edit form or in another HTML Web Resource. In case if Silverlight Web Resource need context information but it's placed not on entity form, you have to add reference to ClientGlobalContext.js.aspx.
In SDK is available sample of Silverlight Web Resource sdk\samplecode\cs\generalprogramming\dataservices\crmodatasilverlight. Look at crmodatasilverlight\utilities\serverutility.cs file. It's designed to retrieve server url from context. But there available another properties. I've extended these class in order to able you retrieve them all.

public static class ServerUtility
{
  private static ScriptObject PageContext
  {
   get
   {
   var xrm = (ScriptObject)HtmlPage.Window.GetProperty("Xrm");
   var page = (ScriptObject)xrm.GetProperty("Page");
   return (ScriptObject)page.GetProperty("context");
   }
  }

  public static string GetAuthenticationHeader()
  {
   return (string)PageContext.Invoke("getAuthenticationHeader");
  }

  public static double GetOrgLcid()
  {
   return (double)PageContext.Invoke("getOrgLcid");
  }

  public static string GetOrgUniqueName()
  {
   return (string)PageContext.Invoke("getOrgUniqueName");
  }

  public static JsonValue GetQueryStringParameters()
  {
   ScriptObject a = (ScriptObject)PageContext.Invoke("getQueryStringParameters");

   DataContractJsonSerializer sr = new DataContractJsonSerializer(a.GetType());
   MemoryStream ms = new MemoryStream();

   sr.WriteObject(ms, a);

   JsonValue o = JsonObject.Load(ms);

   ms.Close();

   return o;
  }

  public static string GetServerUrl()
  {
   return (string)PageContext.Invoke("getServerUrl");
  }

  public static Guid GetUserId()
  {
   return new Guid ((string)PageContext.Invoke("getUserId"));
  }

  public static double GetUserLcid()
  {
   return (double)PageContext.Invoke("getUserLcid");
  }

  public static Guid[] GetUserRoles()
  {
   IList<Object> nonCastedRoles = ((ScriptObject)PageContext.Invoke("getUserRoles")).ConvertTo<List<Object>>();
   List<Guid> castedRoles = new List<Guid>(nonCastedRoles.Count);
   foreach (var currentNonCastedRole in nonCastedRoles)
   {
   castedRoles.Add(new Guid((string)currentNonCastedRole));
   }
   return castedRoles.ToArray();
  }
}

Context is ScriptObject class object. And you can access its properties using Invoke method like PageContext.Invoke("getAuthenticationHeader"). GetUserRoles and GetQueryStringParameters methods are more complicated than other. They returns not single value but JsonValue and array of Guid. In case GetUserRoles of we used ConvertTo to convert value to List<Object>

IList<Object> nonCastedRoles = ((ScriptObject)PageContext.Invoke("getUserRoles")).ConvertTo<List<Object>>();

But in case of GetQueryStringParameters we have Json object as ScriptObject. We do ScriptObject serialization and next deserialize them into JsonValue.

ScriptObject a = (ScriptObject)PageContext.Invoke("getQueryStringParameters");

DataContractJsonSerializer sr = new DataContractJsonSerializer(a.GetType());

MemoryStream ms = new MemoryStream();

sr.WriteObject(ms, a);

JsonValue o = JsonObject.Load(ms);

Also you can use Json.Net to convert Json object directly into Dictionary<string, string>:

public static IDictionary<String, String> GetQueryStringParameters2()
{
  ScriptObject json = (ScriptObject)PageContext.Invoke("getQueryStringParameters");

  DataContractJsonSerializer sr = new DataContractJsonSerializer(json.GetType());
  MemoryStream ms = new MemoryStream();

  sr.WriteObject(ms, json);

  ms.Position = 0;

  var srd = new StreamReader(ms);
  var jsonstring = srd.ReadToEnd();

  IDictionary<String, String> dic = JsonConvert.DeserializeObject<Dictionary<string, string>>(jsonstring);

  ms.Close();

  return dic;
}

ActivityParty issue

2011-01-18T16:55:00.003+02:00

In some my previous post a mentioned issue with iterating though IEnumerable<ActivityParty> collection.
Code like

PhoneCall call;

foreach (var party in call.To)
{
DoSomething(party);
}

caused error "Unable to cast object of type 'Microsoft.Xrm.Sdk.Entity' to type 'YourDataModel.ActivityParty'"

But it happens only if you code is inside plug in. In client applications it works well. I have tested both with SDK beta and release versions.

Microsoft published CRM 2011 SDK

2011-01-18T13:09:00.002+02:00

12/14/2010 Microsoft published production version of CRM 2011 SDK. You can download it here. CRM 2011 itself still beta version. I doubt that nothing will change when they produce the final version of CRM 2011, in any case when we are working with CRM services, we consume data generated with beta version services and beta version services are processing our requests. But SDK classes and syntax and contain of generated classes should not change. So we can to do some tests to check is anything was changed in CRM SDK release.

CRM 2011 plugins

2010-11-30T12:44:00.006+02:00

Yesterday I tried to write simple plugin against Dynamics CRM 2011. This plugin should update some property of contact in case if some activity is completed. In particular we have to set property new_lastcontacteddate if phone call is completed. In previous CRM version such plugin was arduous since we was able use only DynamicEntity. WSDL generated classes were not suitable in plugins since Microsoft.Crm.Sdk.ICrmService didn't support those generated classes. In order to use strongly typed classes in plugin in CRM 4.0 you could create new CrmService object in the plugin, but it is not good idea
, because we should use CreateCrmService of IPluginExecutionContext. Now crmsvcutil generates classes derived from Microsoft.Xrm.Sdk.Entity and we can use them in plugins.
Entity class has useful method ToEntity<>. It converts Entity to strongly typed class and back. But you should remember that not every conversion is permitted. In case if Entity is instance of different class that you want to convert to, you will receive runtime error like "Cannot convert entity phonecall to activitypointer".
So, if we register our plugin as post stage plugin for PhoneCall entity on SetStateDynamic message, we can receive our phone call as

PhoneCall call = context.PostEntityImages[IMAGE_NAME].ToEntity<PhoneCall>();

In case if state of phone call is completed we have to iterate through activity parties in call.To property:

if (call.StateCode == PhoneCallState.Completed)
{
ProcessParties(service, call.To);
}

PhoneCall usually has only one recipient. But PhoneCall, Fax, Appointment, Letter and some other entities in CRM are Activities. They both have key named ActivityId and placed in related tables in the CRM database. As appointment could have more than one attendee, as emails could have more then one address in To, phone calls and faxes classes support more that one Activity Party in To property.

crmsvcutil utility generates property To as IEnumerable<ActivityParty>.

/// <summary>
/// Person that is being called.
/// </summary>
[Microsoft.Xrm.Sdk.AttributeLogicalNameAttribute("to")]
public System.Collections.Generic.IEnumerable<DataModel.ActivityParty> To
{
  get
  {
   return System.Linq.Enumerable.Cast<YourDataModel.ActivityParty>(this.GetAttributeValue<Microsoft.Xrm.Sdk.EntityCollection>("to").Entities);
  }
  set
  {
   this.OnPropertyChanging("To");
   this.SetAttributeValue("to", new Microsoft.Xrm.Sdk.EntityCollection(new System.Collections.Generic.List<Microsoft.Xrm.Sdk.Entity>(value)));
   this.OnPropertyChanged("To");
  }
}

But here I have received first issue with beta version of CRM 2011 SDK. If you want to iterate through To items like

foreach (var party in call.To)

{

ProcessActivityParty(service, party);

}

you will receive error "Unable to cast object of type 'Microsoft.Xrm.Sdk.Entity' to type 'YourDataModel.ActivityParty'". I suppose it is error inside beta version and I hope it will be fixed in production. But for now I had to find solution which allow me to iterate through Activity Parties. And I found them.

I didn't cast context.PostEntityImages[IMAGE_NAME].ToEntity<PhoneCall>() but used late binding to access to "To" property.

Entity activity = context.PostEntityImages[IMAGE_NAME];

foreach (var party in ((EntityCollection)activity.Attributes[CustomEntities.Fax.To]).Entities)

{

ProcessActivityParty(service, party);

}

Actually Attributes[CustomEntities.Fax.To] returns item of EntityCollection class and we are able to use this class to retrieve all activity parties.

At the end function ProcessActivityParty:

private void ProcessActivityParty(IOrganizationService service, Entity party1)

{

ActivityParty party = party1.ToEntity<ActivityParty>();

if (party.PartyId.LogicalName == Contact.EntityLogicalName)

{

Contact theContact = new Contact();

theContact.ContactId = party.PartyId.Id;

theContact.New_LastContact = DateTime.Now;

service.Update(theContact.ToEntity<Entity>());

}

And do not forget that CustomEntities.Fax.To class property is generated by tool presented in previous post

CRM 2011 field names as constants

2010-11-29T15:25:00.003+02:00

Hi to everyone!
I have started my development against Dynamics CRM 2011 using beta version of SDK. I used CrmSvcUtil.exe command line utility to generate classes which represents the entity data model. Now we are not going to use the WSDL.
Short exploration of generated classes allow us to write first impressions.

All the classes now inherit Entity class, which replaces DynamicEntity from CRM 4.0. It means that now we are able to use strongly typed classes in plug ins. EntityName class is disregarded in CRM 2011. But each from generated classes contain property EntityLogicalName. We may use it in next way:

Contact theContact = service.Retrieve(Contact.EntityLogicalName, guid, new Microsoft.Xrm.Sdk.Query.ColumnSet(true)).ToEntity<Contact>();

Line new Microsoft.Xrm.Sdk.Query.ColumnSet(true) is equal to new AllColumns() in CRM 4.0. The parameter true means that we will use all available for the entity properties. But we are also able to choice only few properties. In this case we need to point out names of the properties. I don't found the way how to retrieve logical names of properties. In case if we are talking about entity names we might use EntityLogicalName. In case of logical names of properties, we don't have similar property. And I don't like to use string constants like "Telephone1" as property name. It could cause further errors and it decreases maintainability. Therefore I prefer to have a class with string constants as logical names of fields. Below I provide the code which generates such class. We might use OrganizationService to retrieve list of available entities and its properties names. But I used for this purpose generated classes with its EntityLogicalNameAttribute attribute and its properties with AttributeLogicalNameAttribute attributes.

class Program
{
  /// <summary>
  /// Method to populate a list with all the class
  /// in the assembly where located Contact class
  /// with all properties logical names
  /// </summary>
  /// <returns></returns>
  static IList<KeyValuePair<string, IList<KeyValuePair<string, string>>>> GetAllClasses()
  {
   //create an Assembly
   Assembly asm = Assembly.GetAssembly(typeof(Contact));

   //create a list that will hold all the classes
   IList<KeyValuePair<string, IList<KeyValuePair<string, string>>>> returnList = new List<KeyValuePair<string, IList<KeyValuePair<string, string>>>>();

   //loop through all the "Types" in the Assembly
   foreach (Type type in asm.GetTypes())
   {
   System.Reflection.MemberInfo info = type;

   //Retrive EntityLogicalNameAttribute custom attributes
   object[] attributes = info.GetCustomAttributes(typeof(Microsoft.Xrm.Sdk.Client.EntityLogicalNameAttribute), true);

   //if class has EntityLogicalNameAttribute add it to our list
   if (attributes.Length > 0)
   {
   //Retrieve array of properties PropertyInfo
   PropertyInfo[] propertyInfos = type.GetProperties();
   IList<KeyValuePair<string, string>> propertyList = new List<KeyValuePair<string, string>>(propertyInfos.Length);

   //Iterate through array of PropertyInfo[]
   foreach (var propertyInfo in propertyInfos)
   {
   //Retrieve attribute AttributeLogicalNameAttribute
   object[] propertyAttributes = propertyInfo.GetCustomAttributes(typeof(Microsoft.Xrm.Sdk.AttributeLogicalNameAttribute), true);
   //If property has attribute AttributeLogicalNameAttribute
   //add it to our list of properties
   if (propertyAttributes.Length > 0)
   {
   Microsoft.Xrm.Sdk.AttributeLogicalNameAttribute attribute = (Microsoft.Xrm.Sdk.AttributeLogicalNameAttribute)propertyAttributes[0];
   propertyList.Add(new KeyValuePair<string, string>(propertyInfo.Name, attribute.LogicalName));
   }
   }
   returnList.Add(new KeyValuePair<string,IList<KeyValuePair<string, string>>>(info.Name, propertyList));
   }
   }

   //return the list
   return returnList;
  }

  static void Main(string[] args)
  {
   const string CLASS_NAME = "CustomEntities";
   const string NAMESPACE_NAME = "DataModelNamespace";

   IList<KeyValuePair<string, IList<KeyValuePair<string, string>>>> classesList = GetAllClasses();

   // Write the string to a file.
   System.IO.StreamWriter file = new System.IO.StreamWriter(CLASS_NAME + ".cs");

   file.WriteLine("namespace " + NAMESPACE_NAME);
   file.WriteLine("{");
   file.WriteLine(" public static class " + CLASS_NAME);
   file.WriteLine(" {");
   foreach (var cls in classesList)
   {
   file.WriteLine(" public static class " + cls.Key);
   file.WriteLine(" {");
   foreach (var ppt in cls.Value)
   {
   file.WriteLine(" public const string " + ppt.Key + " = \"" + ppt.Value + "\";");
   }
   file.WriteLine(" }");
   file.WriteLine("");
   }
   file.WriteLine(" }");
   file.WriteLine("}");

   file.Close();
  }
}

GetAllClasses() method return list of classes with EntityLogicalNameAttribute and with list of names of properties and AttributeLogicalNameAttribute values. Generated class allow us to use it in next way:

Contact theContact = service.Retrieve(Contact.EntityLogicalName, guid, new Microsoft.Xrm.Sdk.Query.ColumnSet(CustomEntities.Contact.EMailAddress1)).ToEntity<Contact>();