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  • Dynamics CRM Get Info For Customer

    - by macinjosh
    I'm working on a ASP.NET (C#) site that pulls most of its data from Dynamics CRM over SOAP using Microsoft's CrmService SDK. I'm at the point where a query has returned an entity with a property of the type Customer. I need to get the name string of that customer record, but cannot figure out how to do so. By doing a little guess work I figured out that what I have is GUID for the customer. How can I use this GUID to get the customer's name as a string? Relevant Links: CrmService Docs Customer Property Customer Class

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  • Howto WCF Service HTTPS Binding and Endpoint Configuration in IIS with Load Balancer?

    - by Mike G
    We have a WCF service that is being hosted on a set of 12 machines. There is a load balancer that is a gateway to these machines. Now the site is setup as SSL; as in a user accesses it through using an URL with https. I know this much, the URL that addresses the site is https, but none of the servers has a https binding or is setup to require SSL. This leads me to believe that the load balancer handles the https and the connection from the balancer to the servers are unencrypted (this takes place behind the firewall so no biggie there). The problem we're having is that when a Silverlight client tries to access a WCF service it is getting a "Not Found" error. I've set up a test site along with our developer machines and have made sure that the bindings and endpoints in the web.config work with the client. It seems to be the case in the production environment that we get this error. Is there anything wrong with the following web.config? Should we be setting up how https is handled in a different manner? We're at a loss on this currently since I've tried every programmatic solution with endpoints and bindings. None of the solutions I have found deal with a load balancer in the manner we're dealing. Web.config service model info: <system.serviceModel> <behaviors> <serviceBehaviors> <behavior name="TradePMR.OMS.Framework.Services.CRM.CRMServiceBehavior"> <serviceMetadata httpsGetEnabled="true" /> <serviceDebug includeExceptionDetailInFaults="false" /> </behavior> <behavior name="TradePMR.OMS.Framework.Services.AccountAggregation.AccountAggregationBehavior"> <serviceMetadata httpsGetEnabled="true" /> <serviceDebug includeExceptionDetailInFaults="false" /> </behavior> </serviceBehaviors> </behaviors> <bindings> <customBinding> <binding name="SecureCRMCustomBinding"> <binaryMessageEncoding /> <httpsTransport /> </binding> <binding name="SecureAACustomBinding"> <binaryMessageEncoding /> <httpsTransport /> </binding> </customBinding> <mexHttpsBinding> <binding name="SecureMex" /> </mexHttpsBinding> </bindings> <serviceHostingEnvironment aspNetCompatibilityEnabled="true" /> <!--Defines the services to be used in the application--> <services> <service behaviorConfiguration="TradePMR.OMS.Framework.Services.CRM.CRMServiceBehavior" name="TradePMR.OMS.Framework.Services.CRM.CRMService"> <endpoint address="" binding="customBinding" bindingConfiguration="SecureCRMCustomBinding" contract="TradePMR.OMS.Framework.Services.CRM.CRMService" name="SecureCRMEndpoint" /> <!--This is required in order to be able to use the "Update Service Reference" in the Silverlight application--> <endpoint address="mex" binding="mexHttpBinding" contract="IMetadataExchange" /> </service> <service behaviorConfiguration="TradePMR.OMS.Framework.Services.AccountAggregation.AccountAggregationBehavior" name="TradePMR.OMS.Framework.Services.AccountAggregation.AccountAggregation"> <endpoint address="" binding="customBinding" bindingConfiguration="SecureAACustomBinding" contract="TradePMR.OMS.Framework.Services.AccountAggregation.AccountAggregation" name="SecureAAEndpoint" /> <!--This is required in order to be able to use the "Update Service Reference" in the Silverlight application--> <endpoint address="mex" binding="mexHttpBinding" contract="IMetadataExchange" /> </service> </services> </system.serviceModel> </configuration> The ServiceReferences.ClientConfig looks like this: <configuration> <system.serviceModel> <bindings> <customBinding> <binding name="StandardAAEndpoint"> <binaryMessageEncoding /> <httpTransport maxReceivedMessageSize="2147483647" maxBufferSize="2147483647" /> </binding> <binding name="SecureAAEndpoint"> <binaryMessageEncoding /> <httpsTransport maxReceivedMessageSize="2147483647" maxBufferSize="2147483647" /> </binding> <binding name="StandardCRMEndpoint"> <binaryMessageEncoding /> <httpTransport maxReceivedMessageSize="2147483647" maxBufferSize="2147483647" /> </binding> <binding name="SecureCRMEndpoint"> <binaryMessageEncoding /> <httpsTransport maxReceivedMessageSize="2147483647" maxBufferSize="2147483647" /> </binding> </customBinding> </bindings> <client> <endpoint address="https://Service2.svc" binding="customBinding" bindingConfiguration="SecureAAEndpoint" contract="AccountAggregationService.AccountAggregation" name="SecureAAEndpoint" /> <endpoint address="https://Service1.svc" binding="customBinding" bindingConfiguration="SecureCRMEndpoint" contract="CRMService.CRMService" name="SecureCRMEndpoint" /> </client> </system.serviceModel> </configuration> (The addresses are of no consequence since those are dynamically built so that they will point to a dev's machine or to the production server)

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  • Unable to Create New Incidents in Dynamics CRM with Java and Axis2

    - by Lutz
    So I've been working on trying to figure this out, oddly when I ran it one machine I got a generic Axis Fault with no description, but now on another machine I'm getting a different error message, but I'm still stuck. Basically I'm just trying to do what I thought would be a fairly trivial task of creating a new incident in Microsoft Dynamics CRM 4.0 via a web services call. I started by downloading the XML from http://hostname/MSCrmServices/2007/CrmService.asmx and generating code from it using Axis2. Anyway, here's my program, any help would be greatly appreciated, as I've been stuck on this for way longer than I thought I'd be and I'm really out of ideas here. public class TestCRM { private static String endpointURL = "http://theHost/MSCrmServices/2007/CrmService.asmx"; private static String userName = "myUserNameHere"; private static String password = "myPasswordHere"; private static String host = "theHostname"; private static int port = 80; private static String domain = "theDomain"; private static String orgName = "theOrganization"; public static void main(String[] args) { CrmServiceStub stub; try { stub = new CrmServiceStub(endpointURL); setOptions(stub._getServiceClient().getOptions()); RetrieveMultipleDocument rmd = RetrieveMultipleDocument.Factory.newInstance(); com.microsoft.schemas.crm._2007.webservices.RetrieveMultipleDocument.RetrieveMultiple rm = com.microsoft.schemas.crm._2007.webservices.RetrieveMultipleDocument.RetrieveMultiple.Factory.newInstance(); QueryExpression query = QueryExpression.Factory.newInstance(); query.setColumnSet(AllColumns.Factory.newInstance()); query.setEntityName(EntityName.INCIDENT.toString()); rm.setQuery(query); rmd.setRetrieveMultiple(rm); TargetCreateIncident tinc = TargetCreateIncident.Factory.newInstance(); Incident inc = tinc.addNewIncident(); inc.setDescription("This is a test of ticket creation through a web services call."); CreateDocument cd = CreateDocument.Factory.newInstance(); Create create = Create.Factory.newInstance(); create.setEntity(inc); cd.setCreate(create); Incident test = (Incident)cd.getCreate().getEntity(); CrmAuthenticationTokenDocument catd = CrmAuthenticationTokenDocument.Factory.newInstance(); CrmAuthenticationToken token = CrmAuthenticationToken.Factory.newInstance(); token.setAuthenticationType(0); token.setOrganizationName(orgName); catd.setCrmAuthenticationToken(token); //The two printlns below spit back XML that looks okay to me? System.out.println(cd); System.out.println(catd); /* stuff that doesn't work */ CreateResponseDocument crd = stub.create(cd, catd, null, null); //this line throws the error CreateResponse cr = crd.getCreateResponse(); System.out.println("create result: " + cr.getCreateResult()); /* End stuff that doesn't work */ System.out.println(); System.out.println(); System.out.println(); boolean fetchNext = true; while(fetchNext){ RetrieveMultipleResponseDocument rmrd = stub.retrieveMultiple(rmd, catd, null, null); //This retrieve using the CRMAuthenticationToken catd works just fine RetrieveMultipleResponse rmr = rmrd.getRetrieveMultipleResponse(); BusinessEntityCollection bec = rmr.getRetrieveMultipleResult(); String pagingCookie = bec.getPagingCookie(); fetchNext = bec.getMoreRecords(); ArrayOfBusinessEntity aobe = bec.getBusinessEntities(); BusinessEntity[] myEntitiesAtLast = aobe.getBusinessEntityArray(); for(int i=0; i<myEntitiesAtLast.length; i++){ //cast to whatever you asked for... Incident myEntity = (Incident) myEntitiesAtLast[i]; System.out.println("["+(i+1)+"]: " + myEntity); } } } catch (Exception e) { e.printStackTrace(); } } private static void setOptions(Options options){ HttpTransportProperties.Authenticator auth = new HttpTransportProperties.Authenticator(); List authSchemes = new ArrayList(); authSchemes.add(HttpTransportProperties.Authenticator.NTLM); auth.setAuthSchemes(authSchemes); auth.setUsername(userName); auth.setPassword(password); auth.setHost(host); auth.setPort(port); auth.setDomain(domain); auth.setPreemptiveAuthentication(false); options.setProperty(HTTPConstants.AUTHENTICATE, auth); options.setProperty(HTTPConstants.REUSE_HTTP_CLIENT, "true"); } } Also, here's the error message I receive: org.apache.axis2.AxisFault: com.ctc.wstx.exc.WstxUnexpectedCharException: Unexpected character 'S' (code 83) in prolog; expected '<' at [row,col {unknown-source}]: [1,1] at org.apache.axis2.AxisFault.makeFault(AxisFault.java:430) at org.apache.axis2.transport.TransportUtils.createSOAPMessage(TransportUtils.java:123) at org.apache.axis2.transport.TransportUtils.createSOAPMessage(TransportUtils.java:67) at org.apache.axis2.description.OutInAxisOperationClient.handleResponse(OutInAxisOperation.java:354) at org.apache.axis2.description.OutInAxisOperationClient.send(OutInAxisOperation.java:417) at org.apache.axis2.description.OutInAxisOperationClient.executeImpl(OutInAxisOperation.java:229) at org.apache.axis2.client.OperationClient.execute(OperationClient.java:165) at com.spanlink.crm.dynamics4.webservice.CrmServiceStub.create(CrmServiceStub.java:618) at com.spanlink.crm.dynamics4.runtime.TestCRM.main(TestCRM.java:82) Caused by: org.apache.axiom.om.OMException: com.ctc.wstx.exc.WstxUnexpectedCharException: Unexpected character 'S' (code 83) in prolog; expected '<' at [row,col {unknown-source}]: [1,1] at org.apache.axiom.om.impl.builder.StAXOMBuilder.next(StAXOMBuilder.java:260) at org.apache.axiom.soap.impl.builder.StAXSOAPModelBuilder.getSOAPEnvelope(StAXSOAPModelBuilder.java:161) at org.apache.axiom.soap.impl.builder.StAXSOAPModelBuilder.<init>(StAXSOAPModelBuilder.java:110) at org.apache.axis2.builder.BuilderUtil.getSOAPBuilder(BuilderUtil.java:682) at org.apache.axis2.transport.TransportUtils.createDocumentElement(TransportUtils.java:215) at org.apache.axis2.transport.TransportUtils.createSOAPMessage(TransportUtils.java:145) at org.apache.axis2.transport.TransportUtils.createSOAPMessage(TransportUtils.java:108) ... 7 more Caused by: com.ctc.wstx.exc.WstxUnexpectedCharException: Unexpected character 'S' (code 83) in prolog; expected '<' at [row,col {unknown-source}]: [1,1] at com.ctc.wstx.sr.StreamScanner.throwUnexpectedChar(StreamScanner.java:623) at com.ctc.wstx.sr.BasicStreamReader.nextFromProlog(BasicStreamReader.java:2047) at com.ctc.wstx.sr.BasicStreamReader.next(BasicStreamReader.java:1069) at javax.xml.stream.util.StreamReaderDelegate.next(StreamReaderDelegate.java:60) at org.apache.axiom.om.impl.builder.SafeXMLStreamReader.next(SafeXMLStreamReader.java:183) at org.apache.axiom.om.impl.builder.StAXOMBuilder.parserNext(StAXOMBuilder.java:597) at org.apache.axiom.om.impl.builder.StAXOMBuilder.next(StAXOMBuilder.java:172) ... 13 more

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  • How do you handle the fetchxml result data?

    - by Luke Baulch
    I have avoided working with fetchxml as I have been unsure the best way to handle the result data after calling crmService.Fetch(fetchXml). In a couple of situations, I have used an XDocument with LINQ to retrieve the data from this data structure, such as: XDocument resultset = XDocument.Parse(_service.Fetch(fetchXml)); if (resultset.Root == null || !resultset.Root.Elements("result").Any()) { return; } foreach (var displayItem in resultset.Root.Elements("result").Select(item => item.Element(displayAttributeName)).Distinct()) { if (displayItem!= null && displayItem.Value != null) { dropDownList.Items.Add(displayItem.Value); } } What is the best way to handle fetchxml result data, so that it can be easily used. Applications such as passing these records into an ASP.NET datagrid would be quite useful.

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  • resolving incidents (closing cases) in CRM4 through webservices?

    - by Rafael D.
    Hello everybody, I'm trying to resolve/close Dynamics CRM4 cases/incidents through webservices. A single SetStateIncidentRequest is not enough and returns a Server was unable to process request error message. I think it has something to do with active workflows that trigger on case's attribute changes. I don't know if there's anything else preventing the request to work. Since it is possible to close those cases through the GUI, I guess there's a "correct" set of steps to follow in order to achieve it through CrmService; unfortunately, I've been googleing it for a while without finding what I want. Could anybody help me, please?

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  • MSCRM 4 Convert Standard enitity to Custom entity using InitializeFromRequest

    - by user363727
    Hi there, I'm trying to convert an order and orderdetail lines to a custom entity and its child lines using InitializeFromRequest using the code below: public void Convert(Guid FromEntityId, string FromEntityName, string ToEntityName) { try { // Set up the CRM Service. CrmService _service = GetCrmService(); InitializeFromRequest req = new InitializeFromRequest(); req.EntityMoniker = new Moniker(); // this is the very thing that does the job. req.EntityMoniker.Id = FromEntityId; req.EntityMoniker.Name = FromEntityName; req.TargetEntityName = ToEntityName; //contact for our example req. req.TargetFieldType = TargetFieldType.ValidForCreate; InitializeFromResponse rps = (InitializeFromResponse)_service.Execute(req); //now the lead is converted to a contact, and you can see it in contacts. Guid entityId = _service.Create(rps.Entity); lblMsg.Text = "Done ID:" + entityId.ToString(); } catch (System.Web.Services.Protocols.SoapException se) { lblMsg.Text = "soap:" + se.Detail.InnerText; } catch (Exception ex) { lblMsg.Text = ex.Message; } } Now i am able to get a custom entity created but all the attributes are empty despite me setting the mapping fields in the realtionship. Any ideas on what i am missing or doing wrong? Thanks in advance Andrew

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  • MS CRM 4.0 Remove inactive account from another list

    - by Ekaterina
    Hi, I have the following problem, on which I can't seem to find an answer... I have a CRM 4.0 system and I want to achieve the following: When I have a contact/account that's inactive to remove it from another list, for example the Marketing list. So I already have everything, up to the removing part. I have a collection with the inactive accounts/contacts (The ID's(GUID)), I just need to remove somehow the member from the list. So there is a class RemoveMemberListRequest which looks like the correct one, the only problem is, somehow I can't get it to work. foreach (Guid currentMember in inactiveMembers) { RemoveMemberListRequest req = new RemoveMemberListRequest(); req.ListId = context.PrimaryEntityId; req.EntityId = currentMember ; RemoveMemberListResponse rmlResp = (RemoveMemberListResponse)crmService.Execute(req); } When It tries to Execute, the request it fails, with very generic error, that it was unable to execute the request. I am also not sure if that's the correct way of doing it... There is another class that seems to have a property that might be useful: QualifyMemberListRequest With property: OverrideorRemove But I don't really understand how this one works, and I couldn't find enough information. Anybody?

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  • Workflows not starting after fresh install

    - by Greg McGuffey
    I just installed Dynamics CRM 4.0. It is working nicely except for workflows. They won't start. I turned on tracing and it appears that there is an IO error. The server is setup with IFD and SSL. No issues accessing it internally or externally. Here is the trace: # CRM Tracing Version 2.0 # LocalTime: 2010-06-08 11:34:58.2 # Categories: # CallStackOn: No # ComputerName: FOX-CRM1 # CRMVersion: 4.0.7333.2741 # DeploymentType: OnPremise # ScaleGroup: # ServerRole: AppServer, AsyncService, DiscoveryService, WebService, ApiServer, HelpServer, DeploymentService [2010-06-08 11:34:58.2] Process:CrmAsyncService |Organization:821a137e-7191-49a4-86cc-69101e2b6d20 |Thread: 24 |Category: Platform.Async |User: 00000000-0000-0000-0000-000000000000 |Level: Error | AsyncOperationCommand.Execute >Exception while trying to execute AsyncOperationId: {DF68F483-2C73-DF11-9A34-18A9053B7B38} AsyncOperationType: 1 - System.Net.WebException: The underlying connection was closed: An unexpected error occurred on a send. ---> System.IO.IOException: The handshake failed due to an unexpected packet format. at System.Net.Security.SslState.StartReadFrame(Byte[] buffer, Int32 readBytes, AsyncProtocolRequest asyncRequest) at System.Net.Security.SslState.StartReceiveBlob(Byte[] buffer, AsyncProtocolRequest asyncRequest) at System.Net.Security.SslState.CheckCompletionBeforeNextReceive(ProtocolToken message, AsyncProtocolRequest asyncRequest) at System.Net.Security.SslState.StartSendBlob(Byte[] incoming, Int32 count, AsyncProtocolRequest asyncRequest) at System.Net.Security.SslState.ForceAuthentication(Boolean receiveFirst, Byte[] buffer, AsyncProtocolRequest asyncRequest) at System.Net.Security.SslState.ProcessAuthentication(LazyAsyncResult lazyResult) at System.Net.TlsStream.CallProcessAuthentication(Object state) at System.Threading.ExecutionContext.Run(ExecutionContext executionContext, ContextCallback callback, Object state) at System.Net.TlsStream.ProcessAuthentication(LazyAsyncResult result) at System.Net.TlsStream.Write(Byte[] buffer, Int32 offset, Int32 size) at System.Net.PooledStream.Write(Byte[] buffer, Int32 offset, Int32 size) at System.Net.ConnectStream.WriteHeaders(Boolean async) --- End of inner exception stack trace --- at System.Web.Services.Protocols.WebClientProtocol.GetWebResponse(WebRequest request) at System.Web.Services.Protocols.HttpWebClientProtocol.GetWebResponse(WebRequest request) at System.Web.Services.Protocols.SoapHttpClientProtocol.Invoke(String methodName, Object[] parameters) at Microsoft.Crm.SdkTypeProxy.CrmService.Retrieve(String entityName, Guid id, ColumnSetBase columnSet) at Microsoft.Crm.Asynchronous.SdkTypeProxyCrmServiceWrapper.Retrieve(String entityName, Guid id, ColumnSetBase columnSet) at Microsoft.Crm.Asynchronous.SdkPluginDescriptionProvider.GetPluginTypeDescription(Guid pluginTypeId, IOrganizationContext context) at Microsoft.Crm.Caching.PluginTypeCacheLoader.LoadCacheData(Guid key, IOrganizationContext context) at Microsoft.Crm.Caching.CrmMultiOrgCache`2.CreateEntry(TKey key, IOrganizationContext context) at Microsoft.Crm.Caching.CrmSharedMultiOrgCache`2.LookupEntry(TKey key, IOrganizationContext context) at Microsoft.Crm.Caching.PluginTypeCache.LookupEntry(Guid pluginTypeId, IOrganizationContext context) at Microsoft.Crm.Asynchronous.AsyncOperationCommand.GetPluginType(Guid pluginTypeId) at Microsoft.Crm.Asynchronous.EventOperation.InternalExecute(AsyncEvent asyncEvent) at Microsoft.Crm.Asynchronous.AsyncOperationCommand.Execute(AsyncEvent asyncEvent) The only thing I've tried to to update the AsyncSdkRootDomain row in the Deployment table to match the ADSdkRootDomain and the ADApplicationRootDomain values. It was blank. That didn't appear to work. After some more research, I think this might be caused because the Asynch service can't access the SDK web services using SSL. If this is correct, how would one configure a CRM server for secure access, internal and external (IFD) and still allow asynch service to hit web site? Thanks for your help!

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  • Building a QueryExpression where name field is either A or B

    - by Mike
    I'm trying to build a Dynamics CRM 4 query so that I can get calendar events that are named either "Event A" or "Event B". A QueryByAttribute doesn't seem to do the job as I cannot specify a condition where the field called "event_name" = "Event A" of "event_name" = "Event B". When using the QueryExpression, I've found the FilterExpression applies to the Referencing Entity. I don't know if the FilterExpression can be used on the Referenced Entity at all. The example below is something like what I want to achieve, though this would return an empty result set as it will go looking in the entity called "my_event_response" for a "name" attribute. It's starting to look like I will need to run several queries to get this but this is less efficient than if I can submit it all at once. ColumnSet columns = new ColumnSet(); columns.Attributes = new string[]{ "event_name", "eventid", "startdate", "city" }; ConditionExpression eventname1 = new ConditionExpression(); eventname1.AttributeName = "event_name"; eventname1.Operator = ConditionOperator.Equal; eventname1.Values = new string[] { "Event A" }; ConditionExpression eventname2 = new ConditionExpression(); eventname2.AttributeName = "event_name"; eventname2.Operator = ConditionOperator.Equal; eventname2.Values = new string[] { "Event B" }; FilterExpression filter = new FilterExpression(); filter.FilterOperator = LogicalOperator.Or; filter.Conditions = new ConditionExpression[] { eventname1, eventname2 }; LinkEntity link = new LinkEntity(); link.LinkCriteria = filter; link.LinkFromEntityName = "my_event"; link.LinkFromAttributeName = "eventid"; link.LinkToEntityName = "my_event_response"; link.LinkToAttributeName = "eventid"; QueryExpression query = new QueryExpression(); query.ColumnSet = columns; query.EntityName = EntityName.mbs_event.ToString(); query.LinkEntities = new LinkEntity[] { link }; RetrieveMultipleRequest request = new RetrieveMultipleRequest(); request.Query = query; return (RetrieveMultipleResponse)crmService.Execute(request); I'd appreciate some advice on how to get the data I need.

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