Ejemplo: Inicio rápido para Microsoft Dynamics 365
Publicado: enero de 2017
Se aplica a: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online
El ejemplo QuickStart es una muestra del código administrado de Microsoft .NET Framework que muestra cómo conectarse a los servicios web de Microsoft Dynamics CRM 2011 y Microsoft Dynamics CRM Online mediante la clase auxiliar de ServerConnection y realizar operaciones básicas de creación, actualización, recuperación y eliminación de una entidad.
Requisitos
Este código de muestra es para Microsoft Dynamics 365 (en línea y local). Descargue el paquete de SDK de Microsoft Dynamics CRM. Se puede encontrar en la siguiente ubicación en el paquete de descarga:
SDK\SampleCode\CS\QuickStart
Muestra
Este ejemplo autentica al usuario con los servicios web de Microsoft Dynamics 365 mediante la clase auxiliar y los métodos de ServerConnection. Después de obtener una referencia del servicio web de la organización, la muestra realiza operaciones básicas de creación, actualización, recuperación y eliminación en una entidad de cuenta. El ejemplo también controla las excepciones comunes que pueden producirse.
Ejemplo
using System;
using System.ServiceModel;
using System.IdentityModel.Tokens;
using System.ServiceModel.Security;
// These namespaces are found in the Microsoft.Xrm.Sdk.dll and
// Microsoft.Crm.Sdk.Proxy.dll assemblies.
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;
using Microsoft.Xrm.Sdk.Client;
using Microsoft.Crm.Sdk.Messages;
namespace Microsoft.Crm.Sdk.Samples
{
/// <summary>
/// Demonstrates how to perform create, retrieve, update, and delete entity
/// record operations.</summary>
/// <remarks>
/// At run-time, you will be given the option to delete all the
/// entity records created by this program.</remarks>
public class CRUDOperations
{
static public void Main(string[] args)
{
// The connection to the Organization web service.
OrganizationServiceProxy serviceProxy = null;
try
{
// Obtain the target organization's web address and client logon credentials
// from the user by using a helper class.
ServerConnection serverConnect = new ServerConnection();
ServerConnection.Configuration config = serverConnect.GetServerConfiguration();
// Establish an authenticated connection to the Organization web service.
serviceProxy = new OrganizationServiceProxy(config.OrganizationUri, config.HomeRealmUri,
config.Credentials, config.DeviceCredentials);
CRUDOperations app = new CRUDOperations();
// Create any records that must exist in the database. These record references are
// stored in a collection so the records can be deleted later.
EntityReferenceCollection records =
app.CreateRequiredEntityRecords(serviceProxy);
// Perform the primary operation of this sample.
app.Run(serviceProxy, records);
// Delete all remaining records that were created by this sample.
app.DeleteEntityRecords(serviceProxy, records, true);
}
// Some exceptions to consider catching.
catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault> e) { HandleException(e); }
catch (TimeoutException e) { HandleException(e); }
catch (SecurityTokenValidationException e) { HandleException(e); }
catch (ExpiredSecurityTokenException e) { HandleException(e); }
catch (MessageSecurityException e) { HandleException(e); }
catch (SecurityNegotiationException e) { HandleException(e); }
catch (SecurityAccessDeniedException e) { HandleException(e); }
catch (Exception e) { HandleException(e); }
finally
{
// Always dispose the service object to close the service connection and free resources.
if (serviceProxy != null) serviceProxy.Dispose();
Console.WriteLine("Press <Enter> to exit.");
Console.ReadLine();
}
}
/// <summary>
/// This method performs entity create, retrieve, and update operations.
/// The delete operation is handled in the DeleteRequiredrecords() method.
/// </summary>
/// <param name="serviceProxy">An established connection to the Organization web service.</param>
/// <param name="records">A collection of entity records created by this sample.</param>
public void Run(OrganizationServiceProxy serviceProxy, EntityReferenceCollection records)
{
// Enable early-bound entity types. This enables use of IntelliSense in Visual Studio
// and avoids spelling errors in attribute names when using the Entity property bag.
serviceProxy.EnableProxyTypes();
// Here we will use the interface instead of the proxy object.
IOrganizationService service = (IOrganizationService)serviceProxy;
// Display information about the logged on user.
Guid userid = ((WhoAmIResponse)service.Execute(new WhoAmIRequest())).UserId;
SystemUser systemUser = (SystemUser)service.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)service.Execute(versionRequest);
Console.WriteLine("Microsoft Dynamics CRM version {0}.", versionResponse.Version);
// Instantiate an account object. Note the use of the option set enumerations defined
// in OptionSets.cs.
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.
// Save the record reference so we can delete it during cleanup later.
Guid accountId = service.Create(account);
var eref = new EntityReference(Account.EntityLogicalName, accountId);
eref.Name = account.Name;
records.Add(eref);
Console.Write("{0} {1} created, ", account.LogicalName, account.Name);
// Retrieve the account containing several of its attributes. This results in
// better performance compared to retrieving all attributes.
ColumnSet cols = new ColumnSet(
new String[] { "name", "address1_postalcode", "lastusedincampaign" });
Account retrievedAccount = (Account)service.Retrieve("account", accountId, cols);
Console.Write("retrieved, ");
// Update the postal code attribute.
retrievedAccount.Address1_PostalCode = "98052";
// There is no address 2 postal code needed.
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.
service.Update(retrievedAccount);
Console.WriteLine("and updated.");
}
/// <summary>
/// Create any entity records that the Run() method requires.
/// </summary>
public EntityReferenceCollection CreateRequiredEntityRecords(OrganizationServiceProxy service)
{
// For this sample, all required entity records are created in the Run() method.
return new EntityReferenceCollection();
}
/// <summary>
/// Delete all remaining entity records that were created by this sample.
/// <param name="prompt">When true, the user is prompted whether
/// the records created in this sample should be deleted; otherwise, false.</param>
/// </summary>
public void DeleteEntityRecords(OrganizationServiceProxy service,
EntityReferenceCollection records, bool prompt)
{
bool deleteRecords = true;
if (prompt)
{
Console.WriteLine("\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)
{
while (records.Count > 0)
{
EntityReference entityRef = records[records.Count - 1];
Console.WriteLine("Deleting {0} '{1}' ...", entityRef.LogicalName, entityRef.Name);
service.Delete(entityRef.LogicalName, entityRef.Id);
records.Remove(entityRef);
}
Console.WriteLine("Entity records have been deleted.");
}
}
/// Handle a thrown exception.
/// </summary>
/// <param name="ex">An exception.</param>
private static void HandleException(Exception e)
{
// Display the details of the exception.
Console.WriteLine("\n" + e.Message);
Console.WriteLine(e.StackTrace);
if (e.InnerException != null) HandleException(e.InnerException);
}
}
}
Ver también
Tutoriales y recursos para obtener más información acerca de Microsoft Dynamics 365
Ejemplo: tutorial de conexión simplificada con Microsoft Dynamics 365
Código auxiliar: clase ServerConnection
Microsoft Dynamics 365
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