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BizTalk Server 2013 R2 Dynamics CRM Online / On Premise CRUD Operations (Part 1)

  • Article

Description

In this article we are going to learn, how to interact with CRM Online entities, using C# Console Application, BizTalk server 2013.

  • Part 1 mainly focuses on CRM solution understanding Entities, Fields etc, Configuration, Interact using C# Console.
  • Part 2 mainly focuses on BizTalk Integration. 

In this article demo series, we are going to explore the below Operations (CRUD) in detailed using 2 Different styles.

  1. Create
  2. Retrieve Multiple
  3. Update
  4. Delete

Style 1: CRUD Operations Using C# Console Application. Because this allows you to get knowledge on how Organization Service is defined, parameters, properties, Typed Classes, Method Overloading etc.

Style 2: CRUD Operations Using BizTalk Application with typed schemas. This helps you to know how to work with Organization Service schemas to invoke all the exposed operations using WCF Service.

For better demonstration have created sample CRM solution with two entities having few fields with different data types.

I will be using the below described CRM Online solution for upcoming articles as well for demonstrations.

Prerequisites to Run the Sample Demo’s

Dynamics CRM Online account subscription.

BizTalk WCF Behavior referred from this article.

Deployment Steps to Import CRM Online Solution

To work with this example, you need to Import the CRM Online Solution, you can get the CRM solution / Package from MSDN Code Gallery.

Follow the below steps to import the CRM Online Demo Sample Solution.

  1. Follow the steps in a sequence, through CRM browser window once you log in.
  2. Steps: Go to -  Main - Settings - Solutions - Import - Browse – Select Solution Zip file – Next – Import – Publish All Customizations – Close.
  3. Once: Right - click Refresh List
  4. Click-on SampleBizTalkCRMDemo under the Display Name – Opens you the CRM Entities in New browser window.


 Fig- CRM Solution Zip File

 

Fig - CRM Online SampleBizTalkCRMDemo Solution

 

 Fig - CRM Online SampleBizTalkCRMDemo Entities

CRM Online Supports the below Data Types

Fig - CRM Online Data Types

Introduction to CRM Online Demo Application Usage, Entities, Fields, Attributes

  • Have created the below two entities to demonstrate the demo.
  • I will be using the below CRM Online Solution for upcoming articles as well for demonstrations. 
  • CRM Online Entities: General Logical Tables.

  • CRM Entities, Fields, Attributes for the above logical Tables.


Fig – CRM RegistrationPage Entity Fields / Attributes details.

  
Fig – CRM CountryPage Entity Fields / Attributes details.

Demo: Using CRM Browser

  • Once you import the solution successfully, try the below operation, get familiar with the entity attributes, fields, lookups.
  • Create New Records for the below Entities

Entity: RegistrationPage

  • The Email ID Value cannot be duplicate, have added a sms_emailid field to Primary Key list like shown below.

Fig – RegistrationPage Entity with Primary Key as sms_emailid Field.

 

Fig – Creation of new Record, Saving for the RegistrationPage Entity.

Fig – Email ID duplicate record error on RegistrationPage Entity.

Entity: CountryPage

  • The Country Name Value cannot be duplicate, have added sms_countryname field to Primary Key list like shown below.

Fig – CountryPage Entity with Primary Key as sms_countryname Field.

Fig – Creation of Record and Saving for the CountryPage Entity.

Fig – Email ID duplicate record error on CountryPage Entity.

  • Update some fields and save the records.
  • Finally, Delete the records. 

Demo: Using C# Console Application

  • Download, Extract the CRM SDK from the above link.
  • Open the solution BizTalk.CRMOnline.CRUD.ConsoleApplication.
  • Refer the below DLL’s from the CRM SDK, that you extracted, Build.

Fig – Referencing assemblies from CRM SDK Kit.

  • Set Console application to Set as StartUp Project using right-click on the application properties.
  • Follow the menu from a console application.

Step 0: Configure

  • Go to the method GetCRMConnection () in the console application.
  • Refer below code snippet.
  • Update the Username, Password, CRM Service URL.
  • Save Changes, Build.
#region CRMConnection
  
/// <summary>
/// Gets the CRM Connection for the details supplied below.
/// </summary>
/// <returns>System CRMConnection.</returns>
public static  CrmConnection GetCRMConnection()
{
 string connectionString = "Url=https://smscompany1.crm8.dynamics.com/XRMServices/2011/Organization.svc; Username=smsvikask@smscompany1.onmicrosoft.com; Password=;";
 return CrmConnection.Parse(connectionString);
}
  
#endregion

Step 1: Create Operation

  • Default values are hard coded in Create Operation method.
  • Result: Verify the record in CRM for the entity RegistrationPage Entity.

Fig - C# Create Operation.

 

Fig - Newly Created Record in CRM.

Step 2: Update Operation

  • In this snap only country name is updated, you could you all columns.
  • Result: Verify the records in CRM, the Country Name is updated to Canada as part of update operation for the same email Id you passed in console application variable.

Fig - C# Update Operation using Email ID Filed.

 

Fig – Updating Record in CRM for the Country field using Email ID field.

Step 3: Delete Operation

  • Result: Verify the records in CRM, the record would be deleted for the same email Id you passed in console application variable.

Fig – C# Delete Operation using Email ID field.

 

Fig – When you refresh CRM after deleting from the console using Email ID field.

 

Fig – Delete Operation using Email ID field - No records available in CRM, when you try to delete.

Step 4: RetrieveMultiple Operation

  • Result: All the records will be displayed on the console.

Fig – Available record for the entity RegistrationPage.

 

Fig - RetrieveMultiple Records from the entity RegistrationPage.

Conclusions

  • This article helps you in understanding the CRUD operations using C# Console application.
  • You should observe all the Classes, Properties, Method Overloads of every operation, that helps you to invoke the same in BizTalk as well.
  • In my Next article, I will be explaining CRM CRUD Operation using BizTalk Application.

Continuation from here

See Also

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