Ejemplo: tutorial de conexión simplificada con Microsoft Dynamics 365
Publicado: enero de 2017
Se aplica a: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online
Este ejemplo muestra cómo conectarse a los servicios web de Microsoft Dynamics 365 (en línea y local) usando CrmServiceClient y realizar operaciones básicas de creación, actualización, recuperación y eliminación en una entidad. Para obtener más información acerca de CrmServiceClient, consulte Usar constructores CrmServiceClient para conectarse a Dynamics 365.
Requisitos
El código de ejemplo completo se puede encontrar en la siguiente ubicación en el paquete de descarga:
SDK\SampleCode\CS\QuickStart\SimplifiedConnection.cs
Descargue el paquete de SDK de Microsoft Dynamics CRM.
Deberá modificar el archivo app.config proporcionado con información de conexión para el servidor de Microsoft Dynamics 365 antes de ejecutar el ejemplo. Para obtener más información, vea cadenas de conexión de ejemplo de los comentarios en el archivo app.config.
Muestra
Este ejemplo autentica el usuario con los servicios web de Microsoft Dynamics 365 utilizando el CrmServiceClient y métodos. Después de obtener una referencia al servicio web de organización, el ejemplo realiza operaciones básicas de creación, actualización, recuperación y eliminación en una entidad de cuenta. El ejemplo también controla excepciones comunes. No se utiliza ningún código de aplicación auxiliar para establecer una conexión con el servicio web de organización.
Además, este ejemplo admite autenticación OAuth y el diagnóstico avanzado de conexión. Para obtener más información acerca de cómo usar diagnóstico, consulte Configurar el seguimiento de útiles de XRM.
Ejemplo
A continuación se muestra un archivo app.config de ejemplo. Para usar esto, quite los caracteres de comentario “<!- -” al principio de la línea <add... /> y “- ->” al final de la línea que corresponda al servidor y la organización. A continuación, modifique los valores de atributo de forma apropiada para su configuración.
<?xml version="1.0" encoding="utf-8"?>
<configuration>
<connectionStrings>
<!-- Online using Office 365 -->
<!-- <add name="Server=CRM Online, organization=contoso, user=someone"
connectionString="Url=https://contoso.crm.dynamics.com; Username=someone@contoso.onmicrosoft.com; Password=password; authtype=Office365"/> -->
<!-- On-premises with provided user credentials -->
<!-- <add name="Server=myserver, organization=AdventureWorksCycle, user=administrator"
connectionString="Url=http://myserver/AdventureWorksCycle; Domain=mydomain; Username=administrator; Password=password; authtype=AD"/> -->
<!-- On-premises using Windows integrated security -->
<!-- <add name="Server=myserver, organization=AdventureWorksCycle"
connectionString="Url=http://myserver/AdventureWorksCycle; authtype=AD"/> -->
<!-- On-Premises (IFD) with claims -->
<!--<add name="Server=litware.com, organization=contoso, user=someone@litware.com"
connectionString="Url=https://contoso.litware.com/contoso; Username=someone@litware.com; Password=password; authtype=IFD"/>-->
</connectionStrings>
<startup>
<supportedRuntime version="v4.0" sku=".NETFramework,Version=v4.5.2" />
</startup>
<system.diagnostics>
<trace autoflush="true"/>
<sources>
<source name="Microsoft.Xrm.Tooling.Connector.CrmServiceClient" switchName="Microsoft.Xrm.Tooling.Connector.CrmServiceClient" switchType="System.Diagnostics.SourceSwitch">
<listeners>
<add name="console" type="System.Diagnostics.ConsoleTraceListener"/>
<add name="fileListener"/>
</listeners>
</source>
<source name="Microsoft.Xrm.Tooling.CrmConnectControl" switchName="Microsoft.Xrm.Tooling.CrmConnectControl" switchType="System.Diagnostics.SourceSwitch">
<listeners>
<add name="console" type="System.Diagnostics.ConsoleTraceListener"/>
<add name="fileListener"/>
</listeners>
</source>
<source name="CrmSvcUtil" switchName="CrmSvcUtil" switchType="System.Diagnostics.SourceSwitch">
<listeners>
<add name="console" type="System.Diagnostics.ConsoleTraceListener"/>
<add name="fileListener"/>
</listeners>
</source>
</sources>
<switches>
<!--Possible values for switches: Off, Error, Warning, Information, Verbose
Verbose: includes Error, Warning, Info, Trace levels
Information: includes Error, Warning, Info levels
Warning: includes Error, Warning levels
Error: includes Error level-->
<add name="Microsoft.Xrm.Tooling.CrmConnectControl" value="Off"/>
<add name="Microsoft.Xrm.Tooling.Connector.CrmServiceClient" value="Error"/>
<add name="CrmSvcUtil" value="Off"/>
</switches>
<sharedListeners>
<add name="fileListener" type="System.Diagnostics.TextWriterTraceListener" initializeData="CrmSvcUtil.log"/>
</sharedListeners>
</system.diagnostics>
<runtime>
<assemblyBinding xmlns="urn:schemas-microsoft-com:asm.v1">
<dependentAssembly>
<assemblyIdentity name="Microsoft.Xrm.Sdk" publicKeyToken="31bf3856ad364e35" culture="neutral" />
<bindingRedirect oldVersion="0.0.0.0-7.0.0.0" newVersion="8.0.0.0" />
</dependentAssembly>
<dependentAssembly>
<assemblyIdentity name="Microsoft.Xrm.Sdk.Deployment" publicKeyToken="31bf3856ad364e35" culture="neutral" />
<bindingRedirect oldVersion="0.0.0.0-7.0.0.0" newVersion="8.0.0.0" />
</dependentAssembly>
<dependentAssembly>
<assemblyIdentity name="Microsoft.ServiceBus" publicKeyToken="31bf3856ad364e35" culture="neutral" />
<bindingRedirect oldVersion="0.0.0.0-2.4.0.0" newVersion="2.4.0.0" />
</dependentAssembly>
</assemblyBinding>
</runtime>
</configuration>
Ejemplo
using System;
using System.Configuration;
using System.ServiceModel;
// These namespaces are found in the Microsoft.Crm.Sdk.Proxy.dll assembly
// located in the SDK\bin folder of the SDK download.
using Microsoft.Crm.Sdk.Messages;
// These namespaces are found in the Microsoft.Xrm.Sdk.dll assembly
// located in the SDK\bin folder of the SDK download.
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;
using Microsoft.Xrm.Tooling.Connector;
// These namespaces are found in the Microsoft.Xrm.Client.dll assembly
// located in the SDK\bin folder of the SDK download.
using System.Collections.Generic;
namespace Microsoft.Crm.Sdk.Samples
{
/// <summary>
/// This sample uses the CrmConnection class found in the Microsoft.Xrm.Client
/// namespace to connect to and authenticate with the organization web service.
///
/// Next, the sample demonstrates how to do basic entity operations like create,
/// retrieve, update, and delete.</summary>
/// <remarks>
/// At run-time, you will be given the option to delete all the database
/// records created by this program.
///
/// No helper code from CrmServiceHelpers.cs is used in this sample.</remarks>
/// <see cref="https://msdn.microsoft.com/en-us/library/gg695810.aspx"/>
public class SimplifiedConnection
{
#region Class Level Members
private Guid _accountId;
private IOrganizationService _orgService;
#endregion Class Level Members
/// <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
{
// Connect to the CRM web service using a connection string.
CrmServiceClient conn = new Xrm.Tooling.Connector.CrmServiceClient(connectionString);
// Cast the proxy client to the IOrganizationService interface.
_orgService = (IOrganizationService)conn.OrganizationWebProxyClient != null ? (IOrganizationService)conn.OrganizationWebProxyClient : (IOrganizationService)conn.OrganizationServiceProxy;
//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 = "Fourth Coffee" };
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;
}
}
#region Public Methods
/// <summary>
/// Creates any entity records this sample requires.
/// </summary>
public void CreateRequiredRecords()
{
// For this sample, all required entities are created in the Run() method.
}
/// <summary>
/// Deletes any entity records that were created for this sample.
/// <param name="prompt">Indicates whether to prompt the user
/// to delete the records created in this sample.</param>
/// </summary>
public void DeleteRequiredRecords(bool prompt)
{
bool deleteRecords = true;
if (prompt)
{
Console.Write("\nDo you want these entity records deleted? (y/n) [y]: ");
String answer = Console.ReadLine();
deleteRecords = (answer.StartsWith("y") || answer.StartsWith("Y") || answer == String.Empty);
}
if (deleteRecords)
{
_orgService.Delete(Account.EntityLogicalName, _accountId);
Console.WriteLine("Entity records have been deleted.");
}
}
#endregion Public Methods
#region Private Methods
/// <summary>
/// Gets web service connection information from the app.config file.
/// If there is more than one available, the user is prompted to select
/// the desired connection configuration by name.
/// </summary>
/// <returns>A string containing web service connection configuration information.</returns>
private static String GetServiceConfiguration()
{
// Get available connection strings from app.config.
int count = ConfigurationManager.ConnectionStrings.Count;
// Create a filter list of connection strings so that we have a list of valid
// connection strings for Microsoft Dynamics CRM only.
List<KeyValuePair<String, String>> filteredConnectionStrings =
new List<KeyValuePair<String, String>>();
for (int a = 0; a < count; a++)
{
if (isValidConnectionString(ConfigurationManager.ConnectionStrings[a].ConnectionString))
filteredConnectionStrings.Add
(new KeyValuePair<string, string>
(ConfigurationManager.ConnectionStrings[a].Name,
ConfigurationManager.ConnectionStrings[a].ConnectionString));
}
// No valid connections strings found. Write out and error message.
if (filteredConnectionStrings.Count == 0)
{
Console.WriteLine("An app.config file containing at least one valid Microsoft Dynamics CRM " +
"connection string configuration must exist in the run-time folder.");
Console.WriteLine("\nThere are several commented out example connection strings in " +
"the provided app.config file. Uncomment one of them and modify the string according " +
"to your Microsoft Dynamics CRM installation. Then re-run the sample.");
return null;
}
// If one valid connection string is found, use that.
if (filteredConnectionStrings.Count == 1)
{
return filteredConnectionStrings[0].Value;
}
// If more than one valid connection string is found, let the user decide which to use.
if (filteredConnectionStrings.Count > 1)
{
Console.WriteLine("The following connections are available:");
Console.WriteLine("------------------------------------------------");
for (int i = 0; i < filteredConnectionStrings.Count; i++)
{
Console.Write("\n({0}) {1}\t",
i + 1, filteredConnectionStrings[i].Key);
}
Console.WriteLine();
Console.Write("\nType the number of the connection to use (1-{0}) [{0}] : ",
filteredConnectionStrings.Count);
String input = Console.ReadLine();
int configNumber;
if (input == String.Empty) input = filteredConnectionStrings.Count.ToString();
if (!Int32.TryParse(input, out configNumber) || configNumber > count ||
configNumber == 0)
{
Console.WriteLine("Option not valid.");
return null;
}
return filteredConnectionStrings[configNumber - 1].Value;
}
return null;
}
/// <summary>
/// Verifies if a connection string is valid for Microsoft Dynamics CRM.
/// </summary>
/// <returns>True for a valid string, otherwise False.</returns>
private static Boolean isValidConnectionString(String connectionString)
{
// At a minimum, a connection string must contain one of these arguments.
if (connectionString.Contains("Url=") ||
connectionString.Contains("Server=") ||
connectionString.Contains("ServiceUri="))
return true;
return false;
}
#endregion Private Methods
#region Main method
/// <summary>
/// Standard Main() method used by most SDK samples.
/// </summary>
/// <param name="args"></param>
static public void Main(string[] args)
{
try
{
// Obtain connection configuration information for the Microsoft Dynamics
// CRM organization web service.
String connectionString = GetServiceConfiguration();
if (connectionString != null)
{
SimplifiedConnection app = new SimplifiedConnection();
app.Run(connectionString, true);
}
}
catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault> ex)
{
Console.WriteLine("The application terminated with an error.");
Console.WriteLine("Timestamp: {0}", ex.Detail.Timestamp);
Console.WriteLine("Code: {0}", ex.Detail.ErrorCode);
Console.WriteLine("Message: {0}", ex.Detail.Message);
Console.WriteLine("Trace: {0}", ex.Detail.TraceText);
Console.WriteLine("Inner Fault: {0}",
null == ex.Detail.InnerFault ? "No Inner Fault" : "Has Inner Fault");
}
catch (System.TimeoutException ex)
{
Console.WriteLine("The application terminated with an error.");
Console.WriteLine("Message: {0}", ex.Message);
Console.WriteLine("Stack Trace: {0}", ex.StackTrace);
Console.WriteLine("Inner Fault: {0}",
null == ex.InnerException.Message ? "No Inner Fault" : ex.InnerException.Message);
}
catch (System.Exception ex)
{
Console.WriteLine("The application terminated with an error.");
Console.WriteLine(ex.Message);
// Display the details of the inner exception.
if (ex.InnerException != null)
{
Console.WriteLine(ex.InnerException.Message);
FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault> fe = ex.InnerException
as FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>;
if (fe != null)
{
Console.WriteLine("Timestamp: {0}", fe.Detail.Timestamp);
Console.WriteLine("Code: {0}", fe.Detail.ErrorCode);
Console.WriteLine("Message: {0}", fe.Detail.Message);
Console.WriteLine("Trace: {0}", fe.Detail.TraceText);
Console.WriteLine("Inner Fault: {0}",
null == fe.Detail.InnerFault ? "No Inner Fault" : "Has Inner Fault");
}
}
}
// Additional exceptions to catch: SecurityTokenValidationException, ExpiredSecurityTokenException,
// SecurityAccessDeniedException, MessageSecurityException, and SecurityNegotiationException.
finally
{
Console.WriteLine("Press <Enter> to exit.");
Console.ReadLine();
}
}
#endregion Main method
}
}
Ver también
Usar cadenas de conexión en útiles de XRM para conectarse a Dynamics 365
Tutoriales y recursos para obtener más información acerca de Microsoft Dynamics 365
Ejecutar un programa sencillo mediante los servicios web de Microsoft Dynamics 365
Ejemplo: Inicio rápido para Microsoft Dynamics 365
Ejemplo: inicio rápido para la API de útiles de XMR
Conexión simplificada a Microsoft Dynamics CRM
Microsoft Dynamics 365
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