/// <summary>
/// gets a CRM connection using AppSettings["crmconnectionstring"] + AppSettings["impersonatorcredentials"]
/// </summary>
/// <returns></returns>
public static Microsoft.Xrm.Client.CrmConnection GetCrmConnection()
{
string connectionString = ConfigurationManager.AppSettings["crmconnectionstring"] + ConfigurationManager.AppSettings["impersonatorcredentials"];
Microsoft.Xrm.Client.CrmConnection connection = CrmConnection.Parse(connectionString);
return(connection);
}
static void Main(string[] args)
{
string connectionString = "Url=https://dynamicscrmnext.crm5.dynamics.com; [email protected]; Password=P@$$w0rd1;";
Microsoft.Xrm.Client.CrmConnection connection = CrmConnection.Parse(connectionString);
try
{
using (OrganizationService orgService = new OrganizationService(connection))
{
CrmEntityReference target = new CrmEntityReference();
target.Id = new Guid("AAD1D9DD-7B98-E411-80D6-C4346BADB628");
target.LogicalName = Incident.EntityLogicalName;
MergeRequest mergeRequest = new MergeRequest();
mergeRequest.SubordinateId = new Guid("ACD1D9DD-7B98-E411-80D6-C4346BADB628");
mergeRequest.Target = target;
mergeRequest.PerformParentingChecks = false;
Incident incidentUpdate = new Incident();
incidentUpdate.Title = "Merged2";
mergeRequest.UpdateContent = incidentUpdate;
MergeResponse mergeResponse = (MergeResponse)orgService.Execute(mergeRequest);
string s = "";
}
}
catch (Exception ex)
{
Console.WriteLine("Error: " + ex.Message);
}
}
/// <summary>
/// gets a CRM connection using supplied username and password + AppSettings["crmconnectionstring"]
/// </summary>
/// <param name="username"></param>
/// <param name="password"></param>
/// <returns></returns>
public static Microsoft.Xrm.Client.CrmConnection GetCrmConnection(string username, string password)
{
string connectionString = ConfigurationManager.AppSettings["crmconnectionstring"];
connectionString += " Username="******"; Password=" + password;
Microsoft.Xrm.Client.CrmConnection connection = CrmConnection.Parse(connectionString);
return(connection);
}
private static void InitializeOrgService(Guid CallerId)
{
String connectionString = GetServiceConfiguration();
// Establish a connection to the organization web _orgSvc using CrmConnection.
Microsoft.Xrm.Client.CrmConnection connection = CrmConnection.Parse(connectionString);
if (CallerId != null && CallerId != Guid.Empty)
{
connection.CallerId = CallerId;
}
_orgSvc = new OrganizationService(connection);
}
/// <summary>
/// Validate method to attempt to connect to CRM with supplied username/password and then execute a whoami request
/// </summary>
/// <param name="username">crm username</param>
/// <param name="password">crm password</param>
public override void Validate(string username, string password)
{
//get the httpcontext so we can store the user guid for impersonation later
HttpContext context = HttpContext.Current;
//if username or password are null, obvs we can't continue
if (null == username || null == password)
{
throw new ArgumentNullException();
}
//get the crm connection
Microsoft.Xrm.Client.CrmConnection connection = CrmUtils.GetCrmConnection(username, password);
//try the whoami request
//if it fails (user can't be authenticated, is disabled, etc.), the client will get a soap fault message
using (OrganizationService service = new OrganizationService(connection))
{
try
{
WhoAmIRequest req = new WhoAmIRequest();
WhoAmIResponse resp = (WhoAmIResponse)service.Execute(req);
Entity systemuser = CrmUtils.GetSystemUser(resp.UserId, service);
CrmIdentity crmIdentity = new CrmIdentity();
crmIdentity.Name = (string)systemuser["fullname"];
crmIdentity.FirstName = (string)systemuser["firstname"];
crmIdentity.LastName = (string)systemuser["lastname"];
crmIdentity.Email = (string)systemuser["internalemailaddress"];
crmIdentity.UserId = resp.UserId;
crmIdentity.SetAuthenticated(true);
List <string> roles = CrmUtils.GetUserRoles(resp.UserId, service);
foreach (string role in roles)
{
crmIdentity.AddRole(role);
}
context.User = new GenericPrincipal(crmIdentity, roles.ToArray());
}
catch (System.ServiceModel.Security.MessageSecurityException ex)
{
throw new FaultException(ex.Message);
}
catch (Exception ex)
{
throw new FaultException(ex.Message);
}
}
}
/// <summary>
/// Validate method to attempt to connect to CRM with supplied username/password and then execute a whoami request
/// </summary>
/// <param name="username">crm username</param>
/// <param name="password">crm password</param>
public override void Validate(string username, string password)
{
//get the httpcontext so we can store the user guid for impersonation later
HttpContext context = HttpContext.Current;
//if username or password are null, obvs we can't continue
if (null == username || null == password)
{
throw new ArgumentNullException();
}
//get the crm connection using the simplified connection string method
// the following assumes the server url is stored in the web.config appsettings collection like so:
// <add key="crmconnectionstring" value="Url=https://crm.example.com; "/>
string connectionString = ConfigurationManager.AppSettings["crmconnectionstring"];
connectionString += " Username="******"; Password=" + password;
Microsoft.Xrm.Client.CrmConnection connection = CrmConnection.Parse(connectionString);
//try the whoami request
//if it fails (user can't be authenticated, is disabled, etc.), the client will get a soap fault message
using (OrganizationService service = new OrganizationService(connection))
{
try
{
WhoAmIRequest req = new WhoAmIRequest();
WhoAmIResponse resp = (WhoAmIResponse)service.Execute(req);
List <string> roles = GetUserRoles(resp.UserId, service);
context.User = new GenericPrincipal(new GenericIdentity(resp.UserId.ToString()), roles.ToArray());
}
catch (System.ServiceModel.Security.MessageSecurityException ex)
{
throw new FaultException(ex.Message);
}
catch (Exception ex)
{
throw new FaultException(ex.Message);
}
}
}
/** Connection related **/
#region connection
public void Connexion()
{
try
{
if (this.orgService == null)
{
// Obtient information de connexion à CRM via
// le fichier de configuration app.config.
String connectionString = GetServiceConfiguration();
if (connectionString != null)
{
// Établir une connexion CRM avec le service CrmConnection.
Microsoft.Xrm.Client.CrmConnection connection = CrmConnection.Parse(connectionString);
orgService = new OrganizationService(connection);
}
}
}
catch (Exception exception)
{
Console.WriteLine("Exception :" + exception.Message);
}
}
public CrmOrganizationServiceContext(CrmConnection connection)
: this(CrmConfigurationManager.CreateService(connection))
{
_shouldDisposeService = true;
}
/// <summary>
/// The Run() method first connects to the Organization service. Afterwards,
/// basic create, retrieve, update, and delete entity operations are performed.
/// </summary>
/// <param name="connectionString">Provides service connection information.</param>
/// <param name="promptforDelete">When True, the user will be prompted to delete all
/// created entities.</param>
public void Run(String connectionString, bool promptforDelete)
{
try
{
// Establish a connection to the organization web service using CrmConnection.
Microsoft.Xrm.Client.CrmConnection connection = CrmConnection.Parse(connectionString);
// Obtain an organization service proxy.
// The using statement assures that the service proxy will be properly disposed.
using (_orgService = new OrganizationService(connection))
{
//Create any entity records this sample requires.
CreateRequiredRecords();
// Obtain information about the logged on user from the web service.
Guid userid = ((WhoAmIResponse)_orgService.Execute(new WhoAmIRequest())).UserId;
SystemUser systemUser = (SystemUser)_orgService.Retrieve("systemuser", userid,
new ColumnSet(new string[] { "firstname", "lastname" }));
Console.WriteLine("Logged on user is {0} {1}.", systemUser.FirstName, systemUser.LastName);
// Retrieve the version of Microsoft Dynamics CRM.
RetrieveVersionRequest versionRequest = new RetrieveVersionRequest();
RetrieveVersionResponse versionResponse =
(RetrieveVersionResponse)_orgService.Execute(versionRequest);
Console.WriteLine("Microsoft Dynamics CRM version {0}.", versionResponse.Version);
// Instantiate an account object. Note the use of option set enumerations defined in OptionSets.cs.
// Refer to the Entity Metadata topic in the SDK documentation to determine which attributes must
// be set for each entity.
Account account = new Account {
Name = "Testi Käyttäjä"
};
account.AccountCategoryCode = new OptionSetValue((int)AccountAccountCategoryCode.PreferredCustomer);
account.CustomerTypeCode = new OptionSetValue((int)AccountCustomerTypeCode.Investor);
// Create an account record named Fourth Coffee.
_accountId = _orgService.Create(account);
Console.Write("{0} {1} created, ", account.LogicalName, account.Name);
// Retrieve the several attributes from the new account.
ColumnSet cols = new ColumnSet(
new String[] { "name", "address1_postalcode", "lastusedincampaign" });
Account retrievedAccount = (Account)_orgService.Retrieve("account", _accountId, cols);
Console.Write("retrieved, ");
// Update the postal code attribute.
retrievedAccount.Address1_PostalCode = "98052";
// The address 2 postal code was set accidentally, so set it to null.
retrievedAccount.Address2_PostalCode = null;
// Shows use of a Money value.
retrievedAccount.Revenue = new Money(5000000);
// Shows use of a Boolean value.
retrievedAccount.CreditOnHold = false;
// Update the account record.
_orgService.Update(retrievedAccount);
Console.WriteLine("and updated.");
// Delete any entity records this sample created.
DeleteRequiredRecords(promptforDelete);
}
}
// Catch any service fault exceptions that Microsoft Dynamics CRM throws.
catch (FaultException <Microsoft.Xrm.Sdk.OrganizationServiceFault> )
{
// You can handle an exception here or pass it back to the calling method.
throw;
}
}
public void OnAuthenticateRequest(object source, EventArgs eventArgs)
{
HttpApplication app = (HttpApplication)source;
//the Authorization header is checked if present
string authHeader = app.Request.Headers["Authorization"];
if (!string.IsNullOrEmpty(authHeader))
{
string authStr = app.Request.Headers["Authorization"];
if (authStr == null || authStr.Length == 0)
{
// No credentials; anonymous request
return;
}
authStr = authStr.Trim();
if (authStr.IndexOf("Basic", 0) != 0)
{
// header is not correct...we'll pass it along and
// assume someone else will handle it
return;
}
authStr = authStr.Trim();
string encodedCredentials = authStr.Substring(6);
byte[] decodedBytes =
Convert.FromBase64String(encodedCredentials);
string s = new ASCIIEncoding().GetString(decodedBytes);
string[] userPass = s.Split(new char[] { ':' });
string username = userPass[0];
string password = userPass[1];
Microsoft.Xrm.Client.CrmConnection connection = GetCrmConnection(username, password);
using (OrganizationService service = new OrganizationService(connection))
{
WhoAmIRequest req = new WhoAmIRequest();
WhoAmIResponse resp = (WhoAmIResponse)service.Execute(req);
if (resp.Results.Count > 0)
{
app.Context.User = new GenericPrincipal(new GenericIdentity(resp.UserId.ToString()), new string [] { "none" });
}
else
{
DenyAccess(app);
return;
}
}
if (Membership.ValidateUser(username, password))
{
string[] roles = Roles.GetRolesForUser(username);
}
else
{
}
}
else
{
app.Response.StatusCode = 401;
app.Response.End();
}
}
/// <summary>
/// This method runs the query and returns the results to the client
/// </summary>
/// <param name="query">Name of the query. Corresponding file will be named "query".xml</param>
/// <param name="inputParameters">Array of parameters for substitution in the query.</param>
/// <returns></returns>
public List <List <ParameterItem> > Retrieve(string query, List <ParameterItem> inputParameters)
{
//need to get the id of the user to impersonate from the HttpContext.User object
HttpContext context = HttpContext.Current;
Guid runasuser = Guid.Empty;
//get a reference to the custom CRM identity object
CrmIdentity crmIdentity = (CrmIdentity)context.User.Identity;
if (context != null)
{
//if we're to this point, this value should be populated. if not, we'll see an error later when we try to use a blank id
runasuser = crmIdentity.UserId;
}
//instantiate the output object
List <List <ParameterItem> > output = new List <List <ParameterItem> >();
//get a connection to crm
Microsoft.Xrm.Client.CrmConnection connection = CrmUtils.GetCrmConnection();
//set callerid for impersonation
connection.CallerId = runasuser;
//execute the query, loop through results, format output, etc.
using (OrganizationService service = new OrganizationService(connection))
{
//code to show impersonated user details - can leave commented out in prod
//List<ParameterItem> runasitem = new List<ParameterItem>();
//runasitem.Add(new ParameterItem { Name = "runasuser", Value = runasuser });
//runasitem.Add(new ParameterItem { Name = "roles", Value = context.User.IsInRole("sales manager").ToString() });
//output.Add(runasitem);
//prepare a query to retrieve the wrapper query record from crm
string wrapperQueryFetch = @"<fetch distinct='false' mapping='logical' output-format='xml-platform' version='1.0'>
<entity name='la_wrapperquery'>
<attribute name='la_wrapperqueryid'/>
<attribute name='la_name'/>
<attribute name='la_query'/>
<order descending='false' attribute='la_name'/>
<filter type='and'>
<condition attribute='statuscode' value='1' operator='eq'/>
<condition attribute='la_name' value='{$queryname}' operator='eq'/>
</filter>
</entity>
</fetch>";
wrapperQueryFetch = wrapperQueryFetch.Replace("{$queryname}", query);
//retrieve the wrapper query record
EntityCollection wrapperQueryCollection = service.RetrieveMultiple(new FetchExpression(wrapperQueryFetch));
if (wrapperQueryCollection.Entities.Count == 1)
{
Entity wrapperQuery = wrapperQueryCollection.Entities[0];
//prepare the wrapper query by doing any necessary parameter substitutions
string fetchXml = PrepareFetchQuery((string)wrapperQuery["la_query"], inputParameters);
//execute the actual query
EntityCollection results = service.RetrieveMultiple(new FetchExpression(fetchXml));
foreach (Entity entity in results.Entities)
{
//loop through the mapping key-value pairs
List <ParameterItem> item = new List <ParameterItem>();
foreach (var attribute in entity.Attributes)
{
item.Add(new ParameterItem {
Name = attribute.Key, Value = CrmUtils.GetAttributeValue(attribute.Value)
});
//the _name and _type fields do some user-friendly formatting
string attributelabel = (string)CrmUtils.GetAttributeName(attribute.Value);
if (attributelabel != "")
{
item.Add(new ParameterItem {
Name = attribute.Key + "_name", Value = attributelabel
});
}
string attributeentitytype = (string)CrmUtils.GetAttributeEntityType(attribute.Value);
if (attributeentitytype != "")
{
item.Add(new ParameterItem {
Name = attribute.Key + "_type", Value = attributeentitytype
});
}
}
//optionset labels and formatted currency values are available in the formattedvalues collection
foreach (var fv in entity.FormattedValues)
{
item.Add(new ParameterItem {
Name = fv.Key + "_formattedvalue", Value = fv.Value
});
}
output.Add(item);
}
}
else
{
throw new Exception("Could not find active query with the supplied name.");
}
return(output);
}
}