Beispiel: Erste Schritte für einfacheres Herstellen von Verbindungen mithilfe von Microsoft Dynamics 365
Veröffentlicht: Januar 2017
Gilt für: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online
In diesem Beispiel wird gezeigt, wie Sie eine Verbindung mit den Microsoft Dynamics 365 (online und lokal)-Webdiensten mithilfe der CrmServiceClient-Klasse herstellen und einfache Erstellungs-, Aktualisierungs-, Abruf- und Löschvorgänge für eine Entität ausführen. Weitere Informationen zum CrmServiceClient finden Sie in unter CrmServiceClient-Konstruktoren verwenden, um eine Verbindung mit Dynamics 365 herzustellen.
Anforderungen
Der vollständige Beispielcode ist an folgender Position im Downloadpaket verfügbar:
SDK\SampleCode\CS\QuickStart\SimplifiedConnection.cs
Laden Sie das Microsoft Dynamics CRM SDK-Paket herunter.
Sie müssen die bereitgestellte Datei app.config mit den Verbindungsinformationen für den Microsoft Dynamics 365-Server ändern, bevor Sie das Beispiel ausführen. Weitere Informationen finden Sie in den auskommentierten Verbindungszeichenfolgen des Beispiels in der Datei app.config.
Demonstriert
Dieses Beispiel authentifiziert den Benutzer bei den Microsoft Dynamics 365-Webdiensten durch Anwendung der CrmServiceClient-Klasse und -Methoden. Nachdem ein Verweis auf den Organisationswebdienst abgerufen wurde, führt das Beispiel einfache Erstellungs-, Aktualisierungs-, Abruf- und Löschvorgänge für eine Kontoentität aus. Das Beispiel behandelt zudem allgemeine Ausnahmen. Zum Einrichten einer Verbindung mit dem Organisationswebdienst wird kein Hilfscode verwendet.
Außerdem unterstützt dieses Beispiel OAuth-Authentifizierung und erweiterte Verbindungsdiagnose. Weitere Informationen zum Verwenden von Diagnosen finden Sie unter Konfigurieren der Ablaufverfolgung für XRM-Tooling.
Beispiel
Nachfolgend wird eine app.config-Beispieldatei gezeigt. Um dies zu verwenden, entfernen Sie die Kommentarzeichen “<!- -” am Anfang der <add... />-Zeile und “- ->” am Ende der Zeile für die Zeile, die für den Server und die Organisation relevant ist. Ändern Sie als Nächstes die Attributwerte entsprechend Ihrer Konfiguration.
<?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>
Beispiel
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
}
}
Siehe auch
Verwenden von Verbindungszeichenfolgen im XRM-Tooling zum Herstellen einer Verbindung zu Dynamics 365
Lernprogramme und Ressourcen für den Einstieg in die Entwicklung für Microsoft Dynamics 365
Ausführen eines einfachen Programms mit Microsoft Dynamics 365-Webdiensten
Beispiel: Erste Schritte für Microsoft Dynamics 365
Beispiel: Schnellstart für XRM Tooling API
Vereinfachte Verbindung mit Microsoft Dynamics CRM
Microsoft Dynamics 365
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