通过CRM 365插件在线连接CRM



我需要通过CRM 365插件在CRM Online中连接和检索记录。我尝试使用xrm.tooling.dll进行了简化的连接,但不幸的是它说Could not load file or assembly 'microsoft.xrm.tooling.connector,当我使用ClientCredential时,错误说Metadata contain refereces that cannot be resolved

奇怪的是,我尝试了使用控制台应用程序的方法,并且它的工作非常完美。只是想知道我在这种情况下想念什么吗?当我想通过插件连接到CRM时,我是否需要特殊要求?请任何人分享您的知识。

编辑

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

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);
                }

您应该能够连接到另一个CRM实例,而无需使用任何在线沙盒外部的汇编(因此Microsoft.xrm.sdk及相关)。只需从" SDK samplecode cs enteralProgramming Authentication AuthenticateWithNohelp AuthenticateWithNoHelp.cs"中使用SDK的示例。用于连接到Office365的简化版本看起来像:

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();
    }
}

您可以通过删除DiscoveryService并直接致电来进一步简化它:

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

这应该在沙盒插件上使用,因为它仅使用SDK组件。

您已经使用您在插件的第三行上定义的Iorganizationservice已与CRM连接。除非您需要连接到另一个组织中的另一个CRM实例,否则不需要或必需的登录名。

基本上只是删除了您的尝试上方的4行,您应该很好。

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);
    }
}

您不需要任何其他库,例如Microsoft.xrm.tooling.connector或SDK的其他库来消费CRM Web服务。与肥皂/休息协议有关的标准.NET机制就足够了(但是,当然,这种方法可能更困难)。

编辑:我已经进行了一些额外的调查,并且会发生在不使用SDK库的情况下为Office365身份验证配置自动生成的组织VICECLIENT可能是真正的痛苦。我并不是说这是不可能的,但是Microsoft并未记录下来。为了添加更多详细信息,Visual Studio生成的代理类不支持OAuth身份验证。

因为这样 - 我的第二个建议是使用与CRM Online通信的立面Web服务。您可以在Windows Azure或Internet中的任何其他云/托管位置托管此Web服务。在您的CRM 365插件中,您可以使用自定义的Web服务方法,并使用此服务与CRM Online实例进行通信。我想尝试运行无证件连接到CRM Online的方法将是更好的方法。**

您应该能够连接到另一个CRM实例,而无需使用任何在线沙盒外部的组件(因此除了Microsoft.Xrm.Sdk和相关)。

例如,只需使用SDKSampleCodeCSGeneralProgrammingAuthenticationAuthenticateWithNoHelpAuthenticateWithNoHelp.cs中的SDK示例。

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