通过CRM 365插件在线连接CRM

Question

我需要连接和检索记录在CRM在线通过CRM 365插件。我尝试过使用xrm.tooling.dll简化连接，但不幸的是，它表示Could not load file or assembly 'microsoft.xrm.tooling.connector，而当我使用ClientCredential时，错误表示Metadata contain refereces that cannot be resolved。

奇怪的是，我尝试了这两种方法和控制台鼓掌，这是非常出色的工作。只想知道我在这件案子里错过了什么？当我想通过插件连接到CRM时，我需要特殊的要求吗？请大家分享你的知识。

编辑

这只是一个示例代码，可以从CRM获取帐户名并使用InvalidPluginExecutionException显示它：

IOrganizationService _service;

public void Execute(IServiceProvider serviceprovider)
        {
            IPluginExecutionContext context = (IPluginExecutionContext)serviceprovider.GetService(typeof(IPluginExecutionContext));
            IOrganizationServiceFactory servicefactory = (IOrganizationServiceFactory)serviceprovider.GetService(typeof(IOrganizationServiceFactory));
            IOrganizationService service = servicefactory.CreateOrganizationService(context.UserId);

            if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity)
           {

                Entity ent = (Entity)context.InputParameters["Target"];

                if (ent.LogicalName != "opportunity")
                    return;

                string connstring = @"Url=https://office.crm5.dynamics.com; Username=username@office.onmicrosoft.com; Password=crmoffice; authtype=Office365";
                CrmServiceClient conn = new Microsoft.Xrm.Tooling.Connector.CrmServiceClient(connstring);
                service = (IOrganizationService)conn.OrganizationWebProxyClient != null ? (IOrganizationService)conn.OrganizationWebProxyClient : 

(IOrganizationService)conn.OrganizationServiceProxy;


                try
                {
                    Guid fabercastel = new Guid("efd566dc-10ff-e511-80df-c4346bdcddc1");
                    Entity _account = new Entity("account");
                    _account = service.Retrieve(_account.LogicalName, fabercastel, new ColumnSet("name"));

                    string x = _account["name"].ToString();


                    throw new InvalidPluginExecutionException("Result of Query : " + x);
                }
                catch (Exception ex)
                {
                    throw new InvalidPluginExecutionException(ex.Message);
                }

Answer 1

您应该能够连接到另一个客户关系管理实例，而无需使用在线沙箱之外的任何程序集( Microsoft.Xrm.Sdk和相关程序集除外)。只需使用来自"SDK\SampleCode\CS\GeneralProgramming\Authentication\AuthenticateWithNoHelp\AuthenticateWithNoHelp.cs".的SDK示例连接到Office365的简化版本如下所示：

class AuthenticateWithNoHelp
{
    private String _discoveryServiceAddress = "https://disco.crm.dynamics.com/XRMServices/2011/Discovery.svc";
    private String _organizationUniqueName = "orgname";
    private String _userName = "admin@orgname.onmicrosoft.com";
    private String _password = "password";
    private String _domain = "domain";

    public void Run()
    {
        IServiceManagement<IDiscoveryService> serviceManagement =
                    ServiceConfigurationFactory.CreateManagement<IDiscoveryService>(
                    new Uri(_discoveryServiceAddress));
        AuthenticationProviderType endpointType = serviceManagement.AuthenticationType;

        AuthenticationCredentials authCredentials = GetCredentials(serviceManagement, endpointType);


        String organizationUri = String.Empty;
        using (DiscoveryServiceProxy discoveryProxy =
            GetProxy<IDiscoveryService, DiscoveryServiceProxy>(serviceManagement, authCredentials))
        {
            if (discoveryProxy != null)
            {
                OrganizationDetailCollection orgs = DiscoverOrganizations(discoveryProxy);
                organizationUri = FindOrganization(_organizationUniqueName,
                    orgs.ToArray()).Endpoints[EndpointType.OrganizationService];

            }
        }

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

            AuthenticationCredentials credentials = GetCredentials(orgServiceManagement, endpointType);

            using (OrganizationServiceProxy organizationProxy =
                GetProxy<IOrganizationService, OrganizationServiceProxy>(orgServiceManagement, credentials))
            {
                organizationProxy.EnableProxyTypes();
                Guid userid = ((WhoAmIResponse)organizationProxy.Execute(
                    new WhoAmIRequest())).UserId;
            }
        }
    }

    private AuthenticationCredentials GetCredentials<TService>(IServiceManagement<TService> service, AuthenticationProviderType endpointType)
    {
        AuthenticationCredentials authCredentials = new AuthenticationCredentials();

        authCredentials.ClientCredentials.UserName.UserName = _userName;
        authCredentials.ClientCredentials.UserName.Password = _password;

        return authCredentials;
    }

    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;
    }

    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.UrlName, orgUniqueName,
                StringComparison.InvariantCultureIgnoreCase) == 0)
            {
                orgDetail = detail;
                break;
            }
        }
        return orgDetail;
    }

    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);
            return (TProxy)classType
                .GetConstructor(new Type[] { typeof(IServiceManagement<TService>), typeof(SecurityTokenResponse) })
                .Invoke(new object[] { serviceManagement, tokenCredentials.SecurityTokenResponse });
        }

        return (TProxy)classType
            .GetConstructor(new Type[] { typeof(IServiceManagement<TService>), typeof(ClientCredentials) })
            .Invoke(new object[] { serviceManagement, authCredentials.ClientCredentials });
    }

    static public void Main(string[] args)
    {
        AuthenticateWithNoHelp app = new AuthenticateWithNoHelp();
        app.Run();
    }
}

您可以通过使用DiscoveryService删除部件并直接调用：

https://orgname.api.crm.dynamics.com/XRMServices/2011/Organization.svc

这应该适用于沙箱插件，因为它只使用Sdk程序集。

Answer 2

您已经使用在插件的第三行上定义的IOrganizationService与客户关系管理系统建立了连接。除非您需要连接到其他组织中的另一个CRM实例，否则不需要或不需要登录。

基本上，只要删除以上的4行你的尝试，你应该是好的。

编辑：

public void Execute(IServiceProvider serviceprovider)
{
    IPluginExecutionContext context = (IPluginExecutionContext)serviceprovider.GetService(typeof(IPluginExecutionContext));
    IOrganizationServiceFactory servicefactory = (IOrganizationServiceFactory)serviceprovider.GetService(typeof(IOrganizationServiceFactory));
    IOrganizationService service = servicefactory.CreateOrganizationService(context.UserId);

    if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity)
    {

         Entity ent = (Entity)context.InputParameters["Target"];

         if (ent.LogicalName != "opportunity")
             return;

         Guid fabercastel = new Guid("efd566dc-10ff-e511-80df-c4346bdcddc1");
         Entity _account = new Entity("account");
         _account = service.Retrieve(_account.LogicalName, fabercastel, new ColumnSet("name"));

         string x = _account["name"].ToString();


         throw new InvalidPluginExecutionException("Result of Query : " + x);
    }
}

Answer 3

您不需要任何额外的库(如Microsoft.Xrm.Tooling.Connector或SDK中的其他库)来使用CRM服务。与SOAP / REST协议相关的标准.NET机制就足够了(当然，这种方法可能稍微困难一些)。

编辑:我已经做了一些额外的调查，在不使用SDK库的情况下，为Office365身份验证配置自动生成的Office365可能是非常痛苦的。我并不是说这是不可能的，但是微软并没有记录它。要添加更多详细信息，Visual生成的代理类不支持OAuth身份验证。

正因为如此，我的第二个建议是使用与CRM OnLine通信的facade web服务。您可以在Windows或互联网上的任何其他云/托管位置上承载此web服务。从您的CRM 365插件，您可以使用您的自定义web服务方法，并与您的CRM在线实例使用此服务。我想这将是一个更好的方法，尝试运行无文档的方法连接到CRM在线。**