52 Wednesday, January 4, 2017 |
Suresh Maurya
Dynamics CRM Consultant at IBM

Lead to Opportunity Process Flow

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Multiple Ways To Connect To Microsoft Dynamics CRM Using Organization Service, Proxy and Context

Microsoft Dynamics CRM can be connected programmatically using following:

  • Organiation Service
  • Organization Service Proxy
  • Organization Service Context 

Using Organization Service

Simplest way of connecting to Microsoft Dynamics CRM is using OrganizationService.

OrganizationService constructor can take connection string or CrmConnection object as parameter.

public OrganizationService(string connectionStringName);
public OrganizationService(CrmConnection connection);

Method 1

Pass the connection string name to constructor.

IOrganizationService service = new OrganizationService("connection");

Entity entity = new Entity("account");
entity.Attributes["name"] = "This is my sample account";

service.Create(entity); 

Method 2

In CrmConnection constructor pass the connection string name, which further should be passed in OrganizationService constructor.

CrmConnection connection = new CrmConnection("connection");
IOrganizationService service = new OrganizationService(connection); //System.configuration

Entity entity = new Entity("account");
entity.Attributes["name"] = "This is my sample account";

service.Create(entity); 

CrmConnection requires following additional assembly to be referenced.

System.configuration 

Method 3

Use CrmConnection.Parse method to create CrmConnection object and pass that to OrganizationService constructor.

string connString="Url=http://crm.contoso.com/xrmContoso; Domain=CONTOSO; Username=jsmith; Password=passcode;";

CrmConnection connection = CrmConnection.Parse(connString);
IOrganizationService service = new OrganizationService(connection); //System.configuration

Entity entity = new Entity("account");
entity.Attributes["name"] = "This is my sample account";

service.Create(entity);

Using Organization Service Proxy

OrganizationServiceProxy class provides a proxy to connect to Microsoft Dynamics CRM.

Use following constructor to create the proxy.

public OrganizationServiceProxy(
Uri uri,
Uri homeRealmUri,
ClientCredentials clientCredentials,
ClientCredentials deviceCredentials
)
Parameter Description
uri The URI of the organization service.
homeRealmUri

This parameter is set to a non-null value when a second ADFS instance is configured as an identity provider to the ADFS instance that Microsoft Dynamics CRM 2011 has been configured with for claims authentication. The parameter value is the URI of the WS-Trust metadata endpoint of the second ADFS instance.

Pass null in this case

clientCredentials The logon credentials of the client.
deviceCredentials

The Windows Live ID device credentials.

Pass null in this case

Following sample code connects to Microsoft Dynamics CRM using OrganizationServiceProxy

Uri oUri = new Uri("https://yourorg.api.crm5.dynamics.com/XRMServices/2011/Organization.svc");
//** Your client credentials
ClientCredentials clientCredentials = new ClientCredentials();
clientCredentials.UserName.UserName = "YourAccount.onmicrosoft.com";
clientCredentials.UserName.Password = "YourPassword";

//Create your Organization Service Proxy
OrganizationServiceProxy _serviceProxy = new OrganizationServiceProxy( oUri, null, clientCredentials, null);

//** Now simple use Entity and create a sample account
Entity entity = new Entity("account");
entity.Attributes["name"] = "This is my sample account";

//use the service proxy to create the entity object
_serviceProxy.Create(entity);
}

Using Organiation Service Context

OrganizationServiceContext is alternative to OrganizationServiceProxy to connect to Microsoft Dynamics CRM programmatically.

To create OrganizationServiceContext object pass IOrganizationService object to constructor.

IOrganizationService service = new OrganizationService("connection");
OrganizationServiceContext context = new OrganizationServiceContext(service);

Entity entity = new Entity("account");
entity.Attributes["name"] = "This is my sample account";

context.AddObject(entity);
context.SaveChanges();

context.AccountSet.ToList().ForEach(a => Console.WriteLine(a.Name));

OrganizationServiceContext class can be generated by the code generation tool (CrmSvcUtil.exe). 

 

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[Job] - Accenture: Microsoft Dynamics CRM, India

Accenture

Company: Accenture

Location: Mumbai, India

 

 
- Job description
"Role:- Developer
 
Years of experience:- 3 to 4 years
 
Must to have:-
• Plug-in - custom workflow activities, ribbon customizations, Silverlight, CRM Developer Toolkit
• Exposure to any development framework
• Should be able to create and debug Plugins - Should be able to create and debug Custom Workflow activities
• Should be able to do Ribbon customization - Understanding of Solutions - Understanding of the security in Dynamics CRM
• Should have understanding of using Developer Toolkit for Dynamics CRM
 
Good to have:
• Strong design and development skills
• Ability to design and develop flows
• Effectively communicates to internal and external stake-holders"

- Basic qualifications

Full Time Graduation

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