/*METHOD TO CONNECT WITH CRM,RETRIEVE & UPDATE DATA.
* RETRIEVE DATA VIA LINQ QUERY
* PASSING EMAIL/CONTACT ID TO UPDATE CRM RECORD
*/
private void Academic(string email, Guid Retrieved, String connectionString, bool promptforDelete)
{
//string connStr = ConfigurationManager.ConnectionStrings[0].ConnectionString;
CrmServiceClient conn = new Microsoft.Xrm.Tooling.Connector.CrmServiceClient(connectionString);
{
//Guid contactID;
BUCKSdev svcContext = new BUCKSdev();
var contacts = from c in svcContext.ContactSet
where c.ContactId == RetrievedContactID
select c;
foreach (var contact in contacts)
{
Contact updateContact = new Contact
{
ContactId = RetrievedContactID,
EMailAddress1 = email
};
//_serviceProxy.Update(updateContact);
Console.WriteLine("Academic {0} updated", RetrievedContactID);
}
}
}
private static IOrganizationService CreateOrganizationService()
{
string connectionString = ConfigurationManager.AppSettings["CRMConnectionString"].ToString();
ServicePointManager.SecurityProtocol = SecurityProtocolType.Tls12;
CrmServiceClient conection = new Microsoft.Xrm.Tooling.Connector.CrmServiceClient(connectionString);
if (!conection.IsReady)
{
throw new Exception(conection.LastCrmError);
}
IOrganizationService service;
if (conection.OrganizationWebProxyClient == null)
{
service = (IOrganizationService)conection.OrganizationServiceProxy;
}
else
{
service = (IOrganizationService)conection.OrganizationWebProxyClient;
}
return(service);
}
protected IOrganizationService GetOrgService()
{
var connection = ConfigurationManager.ConnectionStrings[ConnectionStringName];
// In case of missing connection string in configuration,
// use ConnectionStringName as an explicit connection string
var connectionString = connection == null ? ConnectionStringName : connection.ConnectionString;
if (string.IsNullOrWhiteSpace(connectionString))
{
throw new Exception("The ConnectionStringName property must be either a connection string or a connection string name");
}
#if (FAKE_XRM_EASY_2016 || FAKE_XRM_EASY_365 || FAKE_XRM_EASY_9) && !FAKE_XRM_EASY_DOTNETCORE
// Connect to the CRM web service using a connection string.
CrmServiceClient client = new Microsoft.Xrm.Tooling.Connector.CrmServiceClient(connectionString);
return(client);
#elif FAKE_XRM_EASY_DOTNETCORE
var client = new Microsoft.PowerPlatform.Dataverse.Client.ServiceClient(connectionString);
return(client);
#else
CrmConnection crmConnection = CrmConnection.Parse(connectionString);
OrganizationService service = new OrganizationService(crmConnection);
return(service);
#endif
}
public CrmService()
{
const string crmServerUrl = "https://demianraskosandbox.crm4.dynamics.com";
const string userName = "******";
const string password = "******";
var connectionStringCrmOnline = string.Format("Url={0}; Username={1}; Password={2};authtype=Office365;", crmServerUrl, userName, password);
CrmServiceClient conn = new Microsoft.Xrm.Tooling.Connector.CrmServiceClient(connectionStringCrmOnline);
IOrganizationService _service = (IOrganizationService)conn.OrganizationWebProxyClient != null ? (IOrganizationService)conn.OrganizationWebProxyClient : (IOrganizationService)conn.OrganizationServiceProxy;
}
protected void Page_Load(object sender, EventArgs e)
{
ClientScriptManager csm = Page.ClientScript;
string display = "";
string orderid = Request["orderid"];
string connectionString = GetServiceConfiguration();
Dictionary <string, object> result = new Dictionary <string, object>();
string json = "";
if (connectionString != null && orderid != null)
{
CrmServiceClient conn = new Microsoft.Xrm.Tooling.Connector.CrmServiceClient(connectionString);
_orgService = (IOrganizationService)conn.OrganizationWebProxyClient != null ? (IOrganizationService)conn.OrganizationWebProxyClient : (IOrganizationService)conn.OrganizationServiceProxy;
DataSet dataSet = new DataSet("salesorder");
DataTable table = new DataTable("salesorders");
DataColumn col_order_id = new DataColumn("processid");
DataColumn col_order_number = new DataColumn("ordernumber");
DataColumn col_order_status = new DataColumn("new_shippingstatus");
table.Columns.Add(col_order_id);
table.Columns.Add(col_order_number);
table.Columns.Add(col_order_status);
dataSet.Tables.Add(table);
QueryExpression qe = new QueryExpression("salesorder");
qe.ColumnSet = new ColumnSet("ordernumber", "new_shippingstatus", "name");
qe.Criteria.AddCondition("name", ConditionOperator.Equal, orderid);
EntityCollection results = _orgService.RetrieveMultiple(qe);
if (results.Entities != null)
{
foreach (Entity order in results.Entities)
{
DataRow newRow = table.NewRow();
newRow["processid"] = order.Id.ToString();
newRow["ordernumber"] = order["name"];
newRow["new_shippingstatus"] = order.FormattedValues["new_shippingstatus"].ToString();
table.Rows.Add(newRow);
}
}
json = JsonConvert.SerializeObject(dataSet, Formatting.Indented);
Response.ContentType = "application/json; charset=utf-8";
Response.Write(json);
}
else
{
display = "Invalid prodid";
csm.RegisterClientScriptBlock(this.GetType(), "Pop", "alert('" + display + "');", true);
}
}
public static IOrganizationService GetService()
{
try
{
var connString = "Url=https://xxxxxx.crm.dynamics.com; [email protected]; Password=xxxxxx; authtype=Office365";
CrmServiceClient conn = new Microsoft.Xrm.Tooling.Connector.CrmServiceClient(connString);
IOrganizationService service = (IOrganizationService)conn.OrganizationWebProxyClient != null ? (IOrganizationService)conn.OrganizationWebProxyClient : (IOrganizationService)conn.OrganizationServiceProxy;
var rtn = service.Execute(new WhoAmIRequest());
return(service);
}
catch (Exception ex)
{
throw new Exception("Unable to connect to Dynamics");
}
}
private void ImportContacts()
{
CrmServiceClient conn = new Microsoft.Xrm.Tooling.Connector.CrmServiceClient(ConfigurationManager.ConnectionStrings["CRM Online"].ConnectionString);
// Cast the proxy client to the IOrganizationService interface.
IOrganizationService _orgService = (IOrganizationService)conn.OrganizationWebProxyClient != null ? (IOrganizationService)conn.OrganizationWebProxyClient : (IOrganizationService)conn.OrganizationServiceProxy;
foreach (var item in _contacts)
{
Entity contact = new Entity("contact");
contact["firstname"] = item.FirstName;
contact["lastname"] = item.LastName;
contact["governmentid"] = item.IDNo;
}
}
public static List <PortalUser> RetreiveRecords()
{
CrmServiceClient conn = new Microsoft.Xrm.Tooling.Connector.CrmServiceClient(connectionString);
using (OrganizationService service = new OrganizationService("CRM"))
{
QueryExpression query = new QueryExpression
{
EntityName = "portal_test",
ColumnSet = new ColumnSet("kur_dev_portal_testid", "kur_dev_name", "kur_dev_login", "kur_dev_password")
};
List <PortalUser> info = new List <PortalUser>();
EntityCollection accountRecord = service.RetrieveMultiple(query);
if (accountRecord != null && accountRecord.Entities.Count > 0)
{
PortalUser portalUserModel;
for (int i = 0; i < accountRecord.Entities.Count; i++)
{
portalUserModel = new PortalUser();
if (accountRecord[i].Contains("kur_dev_portal_testid") && accountRecord[i]["kur_dev_portal_testid"] != null)
{
portalUserModel.PortalUSerId = (Guid)accountRecord[i]["kur_dev_portal_testid"];
}
if (accountRecord[i].Contains("kur_dev_name") && accountRecord[i]["kur_dev_name"] != null)
{
portalUserModel.Name = accountRecord[i]["kur_dev_name"].ToString();
}
if (accountRecord[i].Contains("kur_dev_login") && accountRecord[i]["kur_dev_login"] != null)
{
portalUserModel.Login = accountRecord[i]["kur_dev_login"].ToString();
}
if (accountRecord[i].Contains("kur_dev_password") && accountRecord[i]["kur_dev_password"] != null)
{
portalUserModel.PassWord = accountRecord[i]["kur_dev_password"].ToString();
}
info.Add(portalUserModel);
}
}
return(info);
}
}
static void Main(string[] args)
{
Console.WriteLine("Conexion...");
string connectionString = ConfigurationManager.ConnectionStrings["CRM"].ConnectionString;
CrmServiceClient conn = new Microsoft.Xrm.Tooling.Connector.CrmServiceClient(connectionString);
if (conn.IsReady)
{
Console.WriteLine("Conectado");
OrganizationServiceContext context = new OrganizationServiceContext(conn);
IOrganizationService crmService = conn.OrganizationServiceProxy;
QueryExpression query = new QueryExpression {
EntityName = "account", ColumnSet = new ColumnSet(new string[] { "name", "telephone1", "emailaddress1" })
};
EntityCollection account = crmService.RetrieveMultiple(query);
string nombre = "";
string email = "";
string telefono = "";
Console.WriteLine("Presione cualquier tecla para obtener los datos de la cuenta \n");
Console.ReadKey();
foreach (var count in account.Entities)
{
nombre = count.GetAttributeValue <string>("name");
telefono = !string.IsNullOrEmpty(count.GetAttributeValue <string>("telephone1")) ? count.GetAttributeValue <string>("telephone1") : "N/D";
email = !string.IsNullOrEmpty(count.GetAttributeValue <string>("emailaddress1")) ? count.GetAttributeValue <string>("emailaddress1") : "N/D";
string resultado = string.Format("Nombre: {0} | Telefono: {1} | Email: {2}", nombre, telefono, email);
Console.WriteLine(resultado);
}
Console.WriteLine();
Console.WriteLine("Total cuentas: " + account.Entities.Count);
Console.WriteLine("Pulsa cualquier tecla para terminar");
Console.ReadKey();
}
else
{
Console.WriteLine("Error de conexion");
}
}
// OrganizationServiceProxy _orgServiceProxy = null;
public static IOrganizationService connect()
{
//Connecting to Dynamics 365 using Xrm.Sdk.Tooling.Connector
CrmServiceClient connection;
try
{
string connectionString = ConfigurationManager.ConnectionStrings["CRM"].ConnectionString;
connection = new Microsoft.Xrm.Tooling.Connector.CrmServiceClient(connectionString);
connection.OrganizationServiceProxy.Timeout = new TimeSpan(0, 10, 0);
// This statement is required to enable early-bound type support.
connection.OrganizationServiceProxy.EnableProxyTypes();
// Connect to the Organization service.
IOrganizationService orgService = (IOrganizationService)connection.OrganizationWebProxyClient != null ? (IOrganizationService)connection.OrganizationWebProxyClient : (IOrganizationService)connection.OrganizationServiceProxy;
//_orgServiceProxy = new OrganizationServiceProxy(connection);
//OrganizationWebProxyClient Implements IOrganizationService and provides an authenticated connection to the Organization.svc/web endpoint. This /web endpoint is also used by web resources.
//OrganizationServiceProxy class implements the IOrganizationService and provides an authenticated WCF channel to the organization service
if (!connection.IsReady)
{
Console.WriteLine("Connection failed");
Console.WriteLine(connection.LastCrmError);
Console.WriteLine(connection.LastCrmException);
}
return(orgService);
}
catch (Exception ex)
{
Console.WriteLine("Connection failed Error while create connection to crm ");
Console.WriteLine(ex.Message);
return(null);
}
}
/// <summary>
/// The Connect() method first connects to the organization service.
/// </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 Connect(String connectionString, bool promptforDelete)
{
try
{
// Establish a connection to the organization web service.
Print("Connecting to the server ...");
// Connect to the CRM web service using a connection string.
CrmServiceClient conn = new Microsoft.Xrm.Tooling.Connector.CrmServiceClient(connectionString);
// Cast the proxy client to the IOrganizationService interface.
_orgService = (IOrganizationService)conn.OrganizationWebProxyClient != null ? (IOrganizationService)conn.OrganizationWebProxyClient : (IOrganizationService)conn.OrganizationServiceProxy;
Print("connected");
// 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" }));
Println("Logged on user is " + systemUser.FirstName + " " + systemUser.LastName + ".");
// Retrieve the version of Microsoft Dynamics CRM.
RetrieveVersionRequest versionRequest = new RetrieveVersionRequest();
RetrieveVersionResponse versionResponse =
(RetrieveVersionResponse)_orgService.Execute(versionRequest);
Println("Microsoft Dynamics CRM version " + versionResponse.Version + ".");
//enable the action buttons when a connection is available
this.btnCreate.IsEnabled = true;
this.btnRetrieve.IsEnabled = true;
this.btnUpdate.IsEnabled = true;
this.btnDelete.IsEnabled = true;
}
// Catch any service fault exceptions that Microsoft Dynamics CRM throws.
catch (FaultException <OrganizationServiceFault> )
{
// You can handle an exception here or pass it back to the calling method.
throw;
}
}
protected IOrganizationService GetOrgService()
{
var connection = ConfigurationManager.ConnectionStrings["fakexrmeasy-connection"];
if (connection == null)
throw new Exception("A connectionstring parameter with name 'fakexrmeasy-connection' must exist");
if(string.IsNullOrWhiteSpace(connection.ConnectionString))
{
throw new Exception("The connectionString property must not be blank");
}
#if FAKE_XRM_EASY_2016
// Connect to the CRM web service using a connection string.
CrmServiceClient client = new Microsoft.Xrm.Tooling.Connector.CrmServiceClient(connection.ConnectionString);
return client;
#else
CrmConnection crmConnection = CrmConnection.Parse(connection.ConnectionString);
OrganizationService service = new OrganizationService(crmConnection);
return service;
#endif
}
protected IOrganizationService GetOrgService()
{
var connection = ConfigurationManager.ConnectionStrings[ConnectionStringName];
if (connection == null)
{
throw new Exception(string.Format("A connectionstring parameter with name '{0}' must exist", ConnectionStringName));
}
if (string.IsNullOrWhiteSpace(connection.ConnectionString))
{
throw new Exception("The connectionString property must not be blank");
}
#if FAKE_XRM_EASY_2016 || FAKE_XRM_EASY_365
// Connect to the CRM web service using a connection string.
CrmServiceClient client = new Microsoft.Xrm.Tooling.Connector.CrmServiceClient(connection.ConnectionString);
return(client);
#else
CrmConnection crmConnection = CrmConnection.Parse(connection.ConnectionString);
OrganizationService service = new OrganizationService(crmConnection);
return(service);
#endif
}
protected void Page_Load(object sender, EventArgs e)
{
ClientScriptManager csm = Page.ClientScript;
string display = "";
string prodid = Request["prodid"];
string connectionString = GetServiceConfiguration();
Dictionary <string, object> result = new Dictionary <string, object>();
string json = "";
if (connectionString != null && prodid != null)
{
display = "Invalid prodid";
csm.RegisterClientScriptBlock(this.GetType(), "Pop", "alert('" + display + "');", true);
CrmServiceClient conn = new Microsoft.Xrm.Tooling.Connector.CrmServiceClient(connectionString);
_orgService = (IOrganizationService)conn.OrganizationWebProxyClient != null ? (IOrganizationService)conn.OrganizationWebProxyClient : (IOrganizationService)conn.OrganizationServiceProxy;
DataSet dataSet = new DataSet("product");
DataTable table = new DataTable("products");
DataColumn col_product_id = new DataColumn("productId");
DataColumn col_product_name = new DataColumn("productName");
DataColumn col_product_number = new DataColumn("productNumber");
//DataColumn col_product_parent = new DataColumn("productcategory");
DataColumn col_amount_value = new DataColumn("productprice");
//DataColumn col_product_description = new DataColumn("description");
//DataColumn col_product_image = new DataColumn("image");
DataColumn col_product_url = new DataColumn("url");
table.Columns.Add(col_product_id);
table.Columns.Add(col_product_name);
//table.Columns.Add(col_product_parent);
table.Columns.Add(col_product_number);
table.Columns.Add(col_amount_value);
//table.Columns.Add(col_product_description);
//table.Columns.Add(col_product_image);
table.Columns.Add(col_product_url);
dataSet.Tables.Add(table);
QueryExpression qe = new QueryExpression("product");
qe.ColumnSet = new ColumnSet("name", "productnumber", "price", "parentproductid", "description", "adx_partialurl");
qe.Criteria.AddCondition("productnumber", ConditionOperator.Equal, prodid);
EntityCollection results = _orgService.RetrieveMultiple(qe);
if (results.Entities != null)
{
foreach (Entity product in results.Entities)
{
DataRow newRow = table.NewRow();
newRow["productId"] = product.Id.ToString();
newRow["productName"] = product["name"];
newRow["productNumber"] = product["productnumber"];
//newRow["productcategory"] = product.GetAttributeValue<EntityReference>("parentproductid").Name;
newRow["productprice"] = ((Money)(product["price"])).Value.ToString("0.00", CultureInfo.InvariantCulture);
//newRow["description"] = product["description"];
newRow["url"] = product["adx_partialurl"];
//EntityReference productRef = new EntityReference("product", new Guid(product.Id.ToString()));
//RelationshipQueryCollection relationshipQueryColl = new RelationshipQueryCollection();
//Relationship relationship = new Relationship();
//relationship.SchemaName = "productsalesliterature_association";
//QueryExpression qe2 = new QueryExpression("salesliterature");
//qe2.ColumnSet = new ColumnSet(true);
//relationshipQueryColl.Add(relationship, qe2);
//RetrieveRequest retrieveRequest = new RetrieveRequest();
//retrieveRequest.RelatedEntitiesQuery = relationshipQueryColl;
//retrieveRequest.Target = productRef;
//retrieveRequest.ColumnSet = new ColumnSet(true);
////CrmConnection connection = new CrmConnection("CRM");
//string connectionString2 = GetServiceConfiguration();
////using (var _serviceProxy = new OrganizationService(connection))
//if (connectionString2 != null)
//{
// //OrganizationResponse response = _serviceProxy.Execute(retrieveRequest);
// CrmServiceClient conn2 = new Microsoft.Xrm.Tooling.Connector.CrmServiceClient(connectionString2);
// _orgService = (IOrganizationService)conn.OrganizationWebProxyClient != null ? (IOrganizationService)conn.OrganizationWebProxyClient : (IOrganizationService)conn.OrganizationServiceProxy;
// OrganizationResponse response = _orgService.Execute(retrieveRequest);
// Entity product2 = (Entity)response.Results["Entity"];
// EntityCollection ecRelatedSalesLiterature = product2.RelatedEntities[relationship];
// if (ecRelatedSalesLiterature.Entities != null)
// {
// QueryExpression qe3 = new QueryExpression("salesliteratureitem");
// qe3.ColumnSet = new ColumnSet(true);
// qe3.Criteria.AddCondition("salesliteratureid", ConditionOperator.Equal, ecRelatedSalesLiterature.Entities[0].Id);
// EntityCollection results2 = _orgService.RetrieveMultiple(qe3);
// if (results2.Entities != null)
// {
// newRow["image"] = results2.Entities[0]["documentbody"];
// }
// }
// // do whatever you want
//}
table.Rows.Add(newRow);
}
}
json = JsonConvert.SerializeObject(dataSet, Formatting.Indented);
Response.ContentType = "application/json; charset=utf-8";
Response.Write(json);
}
else
{
display = "Invalid prodid";
csm.RegisterClientScriptBlock(this.GetType(), "Pop", "alert('" + display + "');", true);
}
}
