Exemple : démarrage rapide de la connexion simplifiée avec Microsoft Dynamics CRM

Date de publication : novembre 2016

S’applique à : Dynamics CRM 2015

Cet exemple vous montre comment connecter les services Web Mise à jour de Microsoft Dynamics CRM 2015 et de Microsoft Dynamics CRM Online 2015 à l’aide de la classe CrmConnection et effectuer des opérations de création, de mise à jour, de récupération et de suppression de base sur une entité. Pour plus d’informations sur la classe CrmConnection, voir Connexion simplifiée à Microsoft Dynamics CRM 2015 dans Extensions développeur pour Microsoft Dynamics CRM 2015.

Configuration requise

L’exemple de code complet se trouve à l’emplacement suivant dans le package de téléchargement :

SDK\SampleCode\CS\QuickStart\SimplifiedConnection.cs

Téléchargez le package Kit de développement logiciel (SDK) de Microsoft Dynamics CRM.

Vous devez modifier le fichier fourni app.config avec les informations de connexion de votre serveur Microsoft Dynamics 365 avant d’exécuter l’exemple. Pour plus d’informations, voir Connexion simplifiée à Microsoft Dynamics CRM 2015 et les exemples de chaînes de connexion commentées dans le fichier app.config.

Démontre

Cet exemple authentifie l’utilisateur avec les services Web Microsoft Dynamics 365 à l’aide de la classe et des méthodes CrmConnection. Après avoir obtenu une référence au service Web d’organisation, l’exemple effectue des opérations de création, de mise à jour, de récupération et de suppression de base sur une entité de compte. L’exemple gère également les exceptions courantes. Aucun code d’assistance n’est utilisé pour établir une connexion au service Web d’organisation.

Exemple

L’exemple suivant montre un exemple du fichier app.config. Pour utiliser cette option, supprimez les caractères de commentaire « <!- - » au début de la ligne <add … /> et le « - -> » à la fin de la ligne appropriée à votre serveur et organisation. Ensuite, modifiez les valeurs d’attribut comme il se doit pour votre configuration.

<?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>

Exemple

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
    }
}

Voir aussi

Didacticiels pour se familiariser avec le développement pour Microsoft Dynamics CRM 2015
Connexion simplifiée à Microsoft Dynamics CRM 2015

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