Tag: CRM

I got this error while using Accessing Microsoft Dynamics CRM Web Services from onload of lead entity.

I used the sample given in SDK which calls the WhoAmI message with the Execute method to retrieve the ID of the current user.

Resolved the error by replacing the url

xmlhttp.open(‘POST’, SERVER_URL +’/mscrmservices/2007/crmservice.asmx’, false);

to

xmlhttp.open(“POST”,  “http://myServerName:Port/MSCrmServices/2007/CrmService.asmx”, false);

SERVER_URL  global variable actually returns

http://myServerName:Port/organizationname because of which we got the error.

Here is the final code that I used

//Define the soapBody for the WhoAmI request.

var soapBody = “<soap:Body><Execute xmlns=’http://schemas.microsoft.com/crm/2007/WebServices’><Request xsi:type=’WhoAmIRequest’ /></Execute></soap:Body>”;

//Wrap the Soap Body in a soap:Envelope.

var soapXml = “<soap:Envelope xmlns:soap=’http://schemas.xmlsoap.org/soap/envelope/&#8217; xmlns:xsi=’http://www.w3.org/2001/XMLSchema-instance&#8217; xmlns:xsd=’http://www.w3.org/2001/XMLSchema’>&#8221;;

soapXml += GenerateAuthenticationHeader();

soapXml += soapBody;

soapXml += “</soap:Envelope>”;

// Create the XMLHTTP object for the execute method.

var xmlhttp = new ActiveXObject(“Msxml2.XMLHTTP”);

xmlhttp.open(“POST”, “http://d-3638:5555/MSCrmServices/2007/CrmService.asmx&#8221;, false);

xmlhttp.setRequestHeader(“Content-Type”, “text/xml; charset=utf-8”);

xmlhttp.setRequestHeader(“SOAPAction”, “http://schemas.microsoft.com/crm/2007/WebServices/Execute&#8221;);

//Send the XMLHTTP object.

xmlhttp.send(soapXml);

// Create an XML object to parse the results.

xmlDoc=new ActiveXObject(“Microsoft.XMLDOM”);

xmlDoc.async=false;

xmlDoc.loadXML(xmlhttp.responseXML.xml);

// Get the user’s ID.

var userid = xmlDoc.getElementsByTagName(“UserId”)[0].childNodes[0].nodeValue;

Bye..

In CRM 3.0, following were the events against which we could have written our callouts

Pre/Post – Create, Update, Delete, Assign, SetState, Merge.

PreSend, PostDeliver.

In CRM 4.0, the above event are now referred as messages for plug-ins. All the above events that were in CRM 3.0 are there as well as there many new messages/events have been added against which plug-ins can be attached.

For e.g. we can attach a plug-in against AddMembers message for team entity which would fire when we are adding members to a team.or attach a plug-in against Retrieve message for say lead entity which would fire when retrieve method of CrmService is used.

We can find all the new messages and the entities on which they work in SDK.

There is a method named ExecuteWorkflowRequest using which we can execute our workflow programmatically. We had a requirement to find all the opportunities which haven’t been modified for past 30 days and to decrease their probability attribute value by 10.

Now the thing over here was that there wasn’t any specific event against which we could have fired the above workflow. So we thought of writing an application which than we could scheduled, which will periodically run the above workflow

This is how we implemeneted it within a windows application

private void Form1_Load(object sender, EventArgs e){

CrmAuthenticationToken token = new CrmAuthenticationToken();

token.OrganizationName = “organizationName”;

//0 – AD

//1 – Passport

//2 – Form Authentication

token.AuthenticationType = 0;

CrmService crmService = new CrmService();

crmService.Credentials = System.Net.CredentialCache.DefaultCredentials;

crmService.CrmAuthenticationTokenValue = token;

crmService.Url = “http://servername:port/mscrmservices/2007/crmservice.asmx&#8221;;

try{

// Create an ExecuteWorkflow request.

ExecuteWorkflowRequest request = new ExecuteWorkflowRequest();

//Assign the ID of the workflow you want to execute to the request.

// use this query to get the id select parentworkflowid,name,* from dbo.Workflow

// id is the parentworkflowid

request.WorkflowId = new Guid(“21B9528D-D13D-4B93-9F91-FA7468D3C82C”);

// We want to run it against all the opportunity which are in open state

ArrayList OpportunityGuids = GetOpportunityGuids(crmService);

foreach (String oppGuid in OpportunityGuids){

//Assign the ID of the entity to execute the workflow on to the request.

request.EntityId = new Guid(oppGuid);

ExecuteWorkflowResponse response = (ExecuteWorkflowResponse)crmService.Execute(request);}

// Execute the workflow. }

catch (SoapException ex){

// write in log}

catch (Exception ex){

// write in log} }

private ArrayList GetOpportunityGuids(CrmService crmService){

// using QueryByAttribute to retrieve all the opportunity having statuscode as 1 i.e. Open

QueryByAttribute myOppQuery = new QueryByAttribute();

myOppQuery.Attributes = new String[] { “statuscode” };

myOppQuery.Values = new String[] {“1”};

ColumnSet myCols = new ColumnSet();

myOppQuery.ColumnSet = myCols;

myOppQuery.EntityName = EntityName.opportunity.ToString();

WindowsFormsApplication2.CrmSdk.BusinessEntityCollection myOppCollection= crmService.RetrieveMultiple(myOppQuery);

ArrayList opportunityGuids = new ArrayList();

foreach (WindowsFormsApplication2.CrmSdk.BusinessEntity opp in myOppCollection.BusinessEntities ){

opportunity myOpp = (opportunity)opp;

opportunityGuids.Add(myOpp.opportunityid.Value.ToString()); }

return opportunityGuids;

}

Bye ..

To use CrmService or Metadata Service (CRM 4.0) within an ASP.NET page or a windows application we need to make use of CRM Authentication token.If we are using Active Directory Authentication this is the code for that

CrmAuthenticationToken token = new CrmAuthenticationToken();

token.OrganizationName = “organizationName”;

//0 – AD

//1 – Passport

//2 – Form Authentication

token.AuthenticationType = 0;

CrmService service = new CrmService();

service.Credentials =System.Net.CredentialCache.DefaultCredentials;

service.CrmAuthenticationTokenValue = token;

service.Url = “http://servername:port/mscrmservices/2007/crmservice.asmx&#8221;;

try{

WhoAmIRequest myReq = new CrmSdk.WhoAmIRequest();

WhoAmIResponse myResp = (CrmSdk.WhoAmIResponse)service.Execute(myReq);

}

catch (SoapException ex){

Response.Write(ex.Detail.InnerText);

}

catch (Exception ex){

Response.Write(ex.Message);}

 

If we get the above unauthorized access error it could be because either there is problem in our CrmAuthenticationToken, may be we could have assigned wrong organization name or authentication type. If we are using CrmService in an ASP.NET page than we need to use impersonation.

 

<authentication mode=“Windows“/>

<identity impersonate=“true“/>

 

If we are using 2006 end point of CrmService we don’t have to use CrmAuthenticationToken.

We had one of our workflow running on create of lead which was updating one of the attribute in the lead. When the workflow was updating the record one of our plugin registered on the post update event of the lead was getting triggered. This was resulting in an error , so we had to update the post update plugin to include the callerOrigin to handle the things properly

if (context.CallerOrigin.ToString() != “Microsoft.Crm.Sdk.AsyncServiceOrigin”)

////////// our logic

}

CallerOrigin -Using it we can determine the origin of the call. Possible Values are

Static Property	Description
Application	Gets the caller orgin for the application.
AsyncService	Gets the caller orgin for the async service.
WebServiceApi	Gets the caller orgin for the Web services.

Bye…