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Sample: Authenticate users with Microsoft Dynamics CRM web services

Applies To: Microsoft Dynamics CRM 2013, Microsoft Dynamics CRM Online

This sample shows how to authenticate a user with any Microsoft Dynamics CRM deployment and obtain a reference to the web services. This sample includes support for Microsoft Office 365 users provisioned in Microsoft Dynamics CRM Online.

Download the Microsoft Dynamics CRM SDK package. It can be found in the following location in the download package:

SDK\SampleCode\CS\GeneralProgramming\Authentication\AuthenticateWithNoHelp\AuthenticateWithNoHelp.cs

SDK\SampleCode\CS\GeneralProgramming\Authentication\AuthenticateWithNoHelp\AuthenticateWithNoHelp.vb

Demonstrates

This sample demonstrates how to authenticate a user with any Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online deployment and make web service calls. This sample does not rely on the CrmServiceHelpers.cs helper code. For a sample that does use helper code, see Sample: Quick start for Microsoft Dynamics CRM.

Example


using System;
using System.ServiceModel;
using System.ServiceModel.Description;
using System.Reflection;

// 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.Sdk.Client;
using Microsoft.Xrm.Sdk.Discovery;
using Microsoft.Crm.Sdk.Messages;

namespace Microsoft.Crm.Sdk.Samples
{
    /// <summary>
    /// Demonstrate how to do basic authentication using IServiceManagement and SecurityTokenResponse.
    /// </summary>
    class AuthenticateWithNoHelp
    {
        #region Class Level Members
        // To get discovery service address and organization unique name, 
        // Sign in to your CRM org and click Settings, Customization, Developer Resources.
        // On Developer Resource page, find the discovery service address under Service Endpoints and organization unique name under Your Organization Information.
        private String _discoveryServiceAddress = "https://dev.crm.dynamics.com/XRMServices/2011/Discovery.svc";
        private String _organizationUniqueName = "OrganizationUniqueName";
        // Provide your user name and password.
        private String _userName = "username@mydomain.com";
        private String _password = "password";

        // Provide domain name for the On-Premises org.
        private String _domain = "mydomain";

        #endregion Class Level Members

        #region How To Sample Code
        /// <summary>
        /// 
        /// </summary>
        public void Run()
        {
            IServiceManagement<IDiscoveryService> serviceManagement =
                        ServiceConfigurationFactory.CreateManagement<IDiscoveryService>(
                        new Uri(_discoveryServiceAddress));
            AuthenticationProviderType endpointType = serviceManagement.AuthenticationType;

            // Set the credentials.
            AuthenticationCredentials authCredentials = GetCredentials(serviceManagement, endpointType);


            String organizationUri = String.Empty;
            // Get the discovery service proxy.
            using (DiscoveryServiceProxy discoveryProxy =
                GetProxy<IDiscoveryService, DiscoveryServiceProxy>(serviceManagement, authCredentials))
            {
                // Obtain organization information from the Discovery service. 
                if (discoveryProxy != null)
                {
                    // Obtain information about the organizations that the system user belongs to.
                    OrganizationDetailCollection orgs = DiscoverOrganizations(discoveryProxy);
                    // Obtains the Web address (Uri) of the target organization.
                    organizationUri = FindOrganization(_organizationUniqueName,
                        orgs.ToArray()).Endpoints[EndpointType.OrganizationService];

                }
            }


            if (!String.IsNullOrWhiteSpace(organizationUri))
            {
                IServiceManagement<IOrganizationService> orgServiceManagement =
                    ServiceConfigurationFactory.CreateManagement<IOrganizationService>(
                    new Uri(organizationUri));

                // Set the credentials.
                AuthenticationCredentials credentials = GetCredentials(orgServiceManagement, endpointType);

                // Get the organization service proxy.
                using (OrganizationServiceProxy organizationProxy =
                    GetProxy<IOrganizationService, OrganizationServiceProxy>(orgServiceManagement, credentials))
                {
                    // This statement is required to enable early-bound type support.
                    organizationProxy.EnableProxyTypes();

                    // Now make an SDK call with the organization service proxy.
                    // Display information about the logged on user.
                    Guid userid = ((WhoAmIResponse)organizationProxy.Execute(
                        new WhoAmIRequest())).UserId;
                    SystemUser systemUser = organizationProxy.Retrieve("systemuser", userid,
                        new ColumnSet(new string[] { "firstname", "lastname" })).ToEntity<SystemUser>();
                    Console.WriteLine("Logged on user is {0} {1}.",
                        systemUser.FirstName, systemUser.LastName);
                }
            }

        }

        /// <summary>
        /// Obtain the AuthenticationCredentials based on AuthenticationProviderType.
        /// </summary>
        /// <param name="service">A service management object.</param>
        /// <param name="endpointType">An AuthenticationProviderType of the CRM environment.</param>
        /// <returns>Get filled credentials.</returns>
        private AuthenticationCredentials GetCredentials<TService>(IServiceManagement<TService> service, AuthenticationProviderType endpointType)
        {
            AuthenticationCredentials authCredentials = new AuthenticationCredentials();

            switch (endpointType)
            {
                case AuthenticationProviderType.ActiveDirectory:
                    authCredentials.ClientCredentials.Windows.ClientCredential =
                        new System.Net.NetworkCredential(_userName,
                            _password,
                            _domain);
                    break;
                case AuthenticationProviderType.LiveId:
                    authCredentials.ClientCredentials.UserName.UserName = _userName;
                    authCredentials.ClientCredentials.UserName.Password = _password;
                    authCredentials.SupportingCredentials = new AuthenticationCredentials();
                    authCredentials.SupportingCredentials.ClientCredentials =
                        Microsoft.Crm.Services.Utility.DeviceIdManager.LoadOrRegisterDevice();
                    break;
                default: // For Federated and OnlineFederated environments.                    
                    authCredentials.ClientCredentials.UserName.UserName = _userName;
                    authCredentials.ClientCredentials.UserName.Password = _password;
                    // For OnlineFederated single-sign on, you could just use current UserPrincipalName instead of passing user name and password.
                    // authCredentials.UserPrincipalName = UserPrincipal.Current.UserPrincipalName;  // Windows Kerberos

                    // The service is configured for User Id authentication, but the user might provide Microsoft
                    // account credentials. If so, the supporting credentials must contain the device credentials.
                    if (endpointType == AuthenticationProviderType.OnlineFederation)
                    {
                        IdentityProvider provider = service.GetIdentityProvider(authCredentials.ClientCredentials.UserName.UserName);
                        if (provider != null && provider.IdentityProviderType == IdentityProviderType.LiveId)
                        {
                            authCredentials.SupportingCredentials = new AuthenticationCredentials();
                            authCredentials.SupportingCredentials.ClientCredentials =
                                Microsoft.Crm.Services.Utility.DeviceIdManager.LoadOrRegisterDevice();
                        }
                    }

                    break;
            }

            return authCredentials;
        }

        /// <summary>
        /// Discovers the organizations that the calling user belongs to.
        /// </summary>
        /// <param name="service">A Discovery service proxy instance.</param>
        /// <returns>Array containing detailed information on each organization that 
        /// the user belongs to.</returns>
        public OrganizationDetailCollection DiscoverOrganizations(
            IDiscoveryService service)
        {
            if (service == null) throw new ArgumentNullException("service");
            RetrieveOrganizationsRequest orgRequest = new RetrieveOrganizationsRequest();
            RetrieveOrganizationsResponse orgResponse =
                (RetrieveOrganizationsResponse)service.Execute(orgRequest);

            return orgResponse.Details;
        }

        /// <summary>
        /// Finds a specific organization detail in the array of organization details
        /// returned from the Discovery service.
        /// </summary>
        /// <param name="orgUniqueName">The unique name of the organization to find.</param>
        /// <param name="orgDetails">Array of organization detail object returned from the discovery service.</param>
        /// <returns>Organization details or null if the organization was not found.</returns>
        /// <seealso cref="DiscoveryOrganizations"/>
        public OrganizationDetail FindOrganization(string orgUniqueName,
            OrganizationDetail[] orgDetails)
        {
            if (String.IsNullOrWhiteSpace(orgUniqueName))
                throw new ArgumentNullException("orgUniqueName");
            if (orgDetails == null)
                throw new ArgumentNullException("orgDetails");
            OrganizationDetail orgDetail = null;

            foreach (OrganizationDetail detail in orgDetails)
            {
                if (String.Compare(detail.UniqueName, orgUniqueName,
                    StringComparison.InvariantCultureIgnoreCase) == 0)
                {
                    orgDetail = detail;
                    break;
                }
            }
            return orgDetail;
        }

        /// <summary>
        /// Generic method to obtain discovery/organization service proxy instance.
        /// </summary>
        /// <typeparam name="TService">
        /// Set IDiscoveryService or IOrganizationService type to request respective service proxy instance.
        /// </typeparam>
        /// <typeparam name="TProxy">
        /// Set the return type to either DiscoveryServiceProxy or OrganizationServiceProxy type based on TService type.
        /// </typeparam>
        /// <param name="serviceManagement">An instance of IServiceManagement</param>
        /// <param name="authCredentials">The user's Microsoft Dynamics CRM logon credentials.</param>
        /// <returns></returns>
        private TProxy GetProxy<TService, TProxy>(
            IServiceManagement<TService> serviceManagement,
            AuthenticationCredentials authCredentials)
            where TService : class
            where TProxy : ServiceProxy<TService>
        {
            Type classType = typeof(TProxy);

            if (serviceManagement.AuthenticationType !=
                AuthenticationProviderType.ActiveDirectory)
            {
                AuthenticationCredentials tokenCredentials =
                    serviceManagement.Authenticate(authCredentials);
                // Obtain discovery/organization service proxy for Federated, LiveId and OnlineFederated environments. 
                // Instantiate a new class of type using the 2 parameter constructor of type IServiceManagement and SecurityTokenResponse.
                return (TProxy)classType
                    .GetConstructor(new Type[] { typeof(IServiceManagement<TService>), typeof(SecurityTokenResponse) })
                    .Invoke(new object[] { serviceManagement, tokenCredentials.SecurityTokenResponse });
            }

            // Obtain discovery/organization service proxy for ActiveDirectory environment.
            // Instantiate a new class of type using the 2 parameter constructor of type IServiceManagement and ClientCredentials.
            return (TProxy)classType
                .GetConstructor(new Type[] { typeof(IServiceManagement<TService>), typeof(ClientCredentials) })
                .Invoke(new object[] { serviceManagement, authCredentials.ClientCredentials });
        }

        #endregion How To Sample Code

        #region Main method

        /// <summary>
        /// Standard Main() method used by most SDK samples.
        /// </summary>
        /// <param name="args"></param>
        static public void Main(string[] args)
        {
            try
            {
                AuthenticateWithNoHelp app = new AuthenticateWithNoHelp();
                app.Run();
            }
            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
    }
}

See Also

Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online
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