Tag: CRM 2013

Hi,

We have tool called SOAPLogger (..\SDK\SampleCode\CS\Client\SOAPLogger\) that generates Soap request and response based on the C# code.

I have updated the tool to generate JavaScript that neatly wraps the Soap Request.

The output.txt and JavaScript code generated by the tool

Download the tool (convert .doc to .zip format)

https://nishantrana.me/wp-content/uploads/2014/08/soaplogger.doc

 

Hope it helps..

Hi,

Just sharing a sample code to test a custom workflow activity using Microsoft Fakes.

The custom workflow activity uses LINQ.

The custom workflow activity code

public sealed class MyCustomWorkflowActivity : CodeActivity
{
#region Public Properties

[Input("Stage Name")]
public InArgument<string> StageName { get; set; }

#endregion

#region Methods

/// <summary>
/// Executes the workflow activity.
/// </summary>
/// <param name="executionContext">
/// The execution context.
/// </param>
protected override void Execute(CodeActivityContext executionContext)
{
// Create the tracing service
var tracingService = executionContext.GetExtension<ITracingService>();

// Create the context
var context = executionContext.GetExtension<IWorkflowContext>();

var serviceFactory = executionContext.GetExtension<IOrganizationServiceFactory>();

IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);

try
{
using (var xrmServiceContext = new XrmServiceContext(service))
{
// get the business process workflow id
var workflow = (from w in xrmServiceContext.WorkflowSet
where w.Name == "Business Process Workflow Name"
select new Workflow { WorkflowId = w.WorkflowId }).FirstOrDefault();

if (workflow != null)
{
// get the stage name from the context's input parameter
var stageName = this.StageName.Get<string>(executionContext);
var stage = (from s in xrmServiceContext.ProcessStageSet
where s.StageName == stageName && s.ProcessId.Id == workflow.WorkflowId
select new ProcessStage { ProcessStageId = s.ProcessStageId }).FirstOrDefault();

if (stage != null)
{
// update the sales state in the case record to which the above business process flow is associated
var incident = new Incident
{
Id = context.PrimaryEntityId,
StageId = stage.ProcessStageId
};
service.Update(incident);
}
}
}
}
catch (FaultException<OrganizationServiceFault> e)
{
tracingService.Trace("Exception: {0}", e.ToString());
throw;
}

}

Unit Test Code

public void UnitTestCustomWorkflowActivity()
{

var workflowUserId = Guid.NewGuid();
var workflowCorrelationId = Guid.NewGuid();
var workflowInitiatingUserId = Guid.NewGuid();

var service = new Microsoft.Xrm.Sdk.Fakes.StubIOrganizationService();

var workflowContext = new Microsoft.Xrm.Sdk.Workflow.Fakes.StubIWorkflowContext();
workflowContext.UserIdGet = () =>
{
return workflowUserId;
};
workflowContext.CorrelationIdGet = () =>
{
return workflowCorrelationId;
};
workflowContext.InitiatingUserIdGet = () =>
{
return workflowInitiatingUserId;
};

// ITracingService
var tracingService = new Microsoft.Xrm.Sdk.Fakes.StubITracingService();
tracingService.TraceStringObjectArray = (f, o) =>
{
Debug.WriteLine(f, o);
};

// IOrganizationServiceFactory
var factory = new Microsoft.Xrm.Sdk.Fakes.StubIOrganizationServiceFactory();
factory.CreateOrganizationServiceNullableOfGuid = id =>
{
return service;
};

SetBpfStage target = new SetBpfStage();

var wfEntity = new Workflow();
wfEntity.Id = Guid.NewGuid();
wfEntity["name"] = "abcabcabc";
var wfEntity1 = new Workflow();
wfEntity1.Id = Guid.NewGuid();
wfEntity1["name"] = "abcabcabc";

var processStageEntity = new ProcessStage();
processStageEntity.Id = Guid.NewGuid();
processStageEntity["name"] = "abcabcabc";
service.ExecuteOrganizationRequest = r =>
{
RetrieveMultipleResponse response = null;
if (((Microsoft.Xrm.Sdk.Query.QueryExpression)((RetrieveMultipleRequest)r).Query).EntityName
== "workflow")
{
List<Entity> entities = new List<Entity> { wfEntity };

response = new RetrieveMultipleResponse
{
Results =
new ParameterCollection
{
{
"EntityCollection",
new EntityCollection
(entities)
}
}
};

return response;
}

if (((Microsoft.Xrm.Sdk.Query.QueryExpression)((RetrieveMultipleRequest)r).Query).EntityName
== "processstage")
{

List<Entity> entities = new List<Entity> { processStageEntity };

response = new RetrieveMultipleResponse
{
Results =
new ParameterCollection
{
{
"EntityCollection",
new EntityCollection
(entities)
}
}
};

return response;
}

return response;
};

service.UpdateEntity = (p) =>
{
};

var invoker = new WorkflowInvoker(target);
invoker.Extensions.Add<ITracingService>(() => tracingService);
invoker.Extensions.Add<IWorkflowContext>(() => workflowContext);
invoker.Extensions.Add<IOrganizationServiceFactory>(() => factory);

var inputs = new Dictionary<string, object>
{
{ "StageName", "New" }
};

invoker.Invoke(inputs);
}

Hope it helps..

There are few ways we can make use of LINQ to write queries against CRM.

Using the early bound entity classes along with the generated service context

Use the CrmSvcUtil tool to generated the early bound entity classes and service context

CrmSvcUtil.exe /url:http://<serverName>/<organizationName>/XRMServices/2011/Organization.svc

/out:<outputFilename>.cs /username:<username> /password:<password> /domain:<domainName>

/namespace:<outputNamespace> /serviceContextName:<serviceContextName>

 

Uri organizationUri = new Uri("http://server/orgname/XRMServices/2011/Organization.svc");
 Uri homeRealmUri = null;</pre>
<pre> ClientCredentials credentials = new ClientCredentials();
 credentials.Windows.ClientCredential = new System.Net.NetworkCredential("username", "password", "domain");
 OrganizationServiceProxy orgProxy = new OrganizationServiceProxy(organizationUri, homeRealmUri, credentials, null);
 orgProxy.EnableProxyTypes();
 IOrganizationService _service = (IOrganizationService)orgProxy; 
 
 var xrmServiceContext = new XrmServiceContext(_service);
 // get all contact record that has first name as Hugh
 var lstContact = (from c in xrmServiceContext.ContactSet
 where c.FirstName == "Hugh"
 select c).ToList();
 foreach(var contact in lstContact)
 {
 MessageBox.Show(contact.FullName);
 }

Using Early bound entity classes and OrganizationServiceContext

Suppose we have the early bound entity classes but haven’t generated the service context. In this case we can use OrganizationServiceContext

 

var xrmServiceContext = new OrganizationServiceContext(_service);

var lstContact = (from c in xrmServiceContext.CreateQuery<Contact>()
 where c.FirstName == "Hugh"
 select c).ToList();

foreach (var contact in lstContact)
 {
 MessageBox.Show(contact.FullName);
 }

Using Late bound and OrganizationServiceContext

Suppose we are not generating the early bound classes and using late binding

 

 

  var xrmServiceContext = new OrganizationServiceContext(_service);

 var lstContact = (from c in xrmServiceContext.CreateQuery("contact")
 where c["firstname"] == "Hugh"
 select c).ToList();

 foreach (var contact in lstContact)
 {
 MessageBox.Show(contact["fullname"].ToString());
 }

Hope it helps..

 

Suppose we have to redirect user belonging to a specific group to some specific page, while they try to access CRM 2013.

For this we can implement an HttpModule

Sample code

public class Class1 : IHttpModule
{
public void Dispose()
{

}
public delegate void MyEventHandler(Object s, EventArgs e);
private MyEventHandler _eventHandler = null;

public event MyEventHandler MyEvent
{
add { _eventHandler += value; }
remove { _eventHandler -= value; }
}
public void Init(HttpApplication context)
{
context.AuthenticateRequest += new EventHandler(ContextOnAuthenticateRequest);
}

private void ContextOnAuthenticateRequest(object sender, EventArgs eventArgs)
{
HttpApplication app = sender as HttpApplication;
HttpContext context = app.Context;

// if the user belongs to adminsitrators role or reporting group
// redirect the user to bing.com
if (context.User.IsInRole(@"BUILTIN\Administrators") &&
context.User.IsInRole(@"LSS\ReportingGroup {0993772e-cfb6-47ba-8b88-2129bfc97f89}"))
{
app.Context.Response.Redirect("http://www.bing.com");
}

if (_eventHandler != null)
_eventHandler(this, null);
}
}

 

Put the dll in the bin of the CRMWeb

..\Microsoft Dynamics CRM\CRMWeb\bin

And register the http module in the web.config

(use sn –T MyModule.dll to get the public key token)

Moreover this can be implemented using URLRewrite as it runs before the authentication so we wont be able to get the username

http://www.iis.net/downloads/microsoft/url-rewrite

Hope it helps

 

 

Hi,

We recently had a requirement to run a report on the form of a custom entity named incident.

It should show incident data and its related entity data i.e. contact and account.

Incident is having n: n relationship with Contact and Account here.

Here we will create three data sets one for showing the incident data and other two for the related entities.

Create a DataSet for Incident to fetch the incident record information (using Advanced Find View).

Make sure to set enableprefiltering as 1

This will create a report parameter in the report

Next we will create a DataSet for Contact entity which is n: n (many to many) related to Incident.

Download the fetch xml and add enableprefiletering attribute

Follow the same step for the DataSet for account entity related to Incident.

While uploading the select Display in value as “Forms for related record types” to run the report in the context of the form.

Report will start appearing in the Incident Form

Sample screenshot

 

Hope it helps