示例:使用 Microsoft Dynamics CRM 简化连接快速入门

 

发布日期: 2016年11月

适用于: Dynamics CRM 2015

此示例演示如何使用 CrmConnection 类连接到 Microsoft Dynamics CRM 2015 和 Microsoft Dynamics CRM Online 2015 更新 Web 服务和对实体执行基本的创建、更新、检索和删除操作。 有关 CrmConnection 类的详细信息,请参阅Microsoft Dynamics CRM 2015 开发人员扩展中的简化与 Microsoft Dynamics CRM 2015 的连接

要求

可以在下载包中的以下位置找到完整示例代码:

SDK\SampleCode\CS\QuickStart\SimplifiedConnection.cs

下载 Microsoft Dynamics CRM SDK 包。

在运行示例之前,必须使用您的 Microsoft Dynamics 365 服务器的连接信息修改提供的 app.config 文件。 有关详细信息,请参阅简化与 Microsoft Dynamics CRM 2015 的连接和 app.config 文件中的注释掉的示例连接字符串。

演示

此示例使用 CrmConnection 类和方法向 Microsoft Dynamics 365 Web 服务验证用户。 在获取对组织 Web 服务的引用后,此示例在帐户实体上执行基本的创建、更新、检索和删除操作。 此示例还处理常见异常。 没有用于建立与组织 Web 服务的连接的帮助程序代码。

示例

下面显示一个示例 app.config 文件。 若要使用此字符,请移除注释字符“<!- -”(在 <add … /> 行的开头)和“- ->”(在与您的服务器和组织有关的行的行尾)。 接下来,根据您的配置需要,修改属性值。

<?xml version="1.0"?>
<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;"/> -->
    <!-- Online using Microsoft account (formerly Windows Live ID) -->
    <!-- <add name="Server=CRM Online, organization=contoso, user=someone@example.com" connectionString="Url=https://contoso.crm.dynamics.com; Username=someone@example.com; Password=password; DeviceID=11hfn41bbqrg580vyvoea05abc; DevicePassword=fuqNIlx%e$.l*+ax_#8O4abc;"/>-->
    <!-- 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;"/> -->
    <!-- On-premises using Windows integrated security -->
    <!--<add name="Server=myserver, organization=AdventureWorksCycle" connectionString="Url=http://myserver/AdventureWorksCycle;"/>-->
    <!-- On-premises (IFD) with claims -->
    <!--<add name="Server=litware.com, organization=contoso, user=someone@litware.com" connectionString="Url=https://contoso.litware.com; Username=someone@litware.com; Password=password;"/>-->
  </connectionStrings>
  <startup>
    <supportedRuntime version="v4.0" sku=".NETFramework,Version=v4.0"/>
  </startup>
</configuration>

示例


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;

// These namespaces are found in the Microsoft.Xrm.Client.dll assembly
// located in the SDK\bin folder of the SDK download.
using Microsoft.Xrm.Client;
using Microsoft.Xrm.Client.Services;
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 OrganizationService _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
            {
                // 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 = "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
    }
}

另请参阅

了解 Microsoft Dynamics CRM 2015 开发的教程
简化与 Microsoft Dynamics CRM 2015 的连接

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