範例：使用 Microsoft Dynamics CRM 的簡化連線快速入門
發行︰ 2016年11月
適用於： Dynamics CRM 2015
此範例顯示如何透過使用 CrmConnection 類別連接至 Microsoft Dynamics CRM 2015 和 Microsoft Dynamics CRM Online 2015 更新 Web 服務，並在實體中執行基礎的建立、更新、擷取以及刪除作業。 如需 CrmConnection 類別的詳細資訊，請參閱 Microsoft Dynamics CRM 2015 開發人員擴充功能 中的 簡化的 Microsoft Dynamics CRM 2015 連線。
需求
您可以在下載套件的下列位置找到完整範例程式碼：
SDK\SampleCode\CS\QuickStart\SimplifiedConnection.cs
下載 Microsoft Dynamics CRM SDK 套件。
在執行範例之前，您必須使用您的 Microsoft Dynamics 365 伺服器的連線資訊修改提供的 app.config 檔案。 如需詳細資訊，請參閱 簡化的 Microsoft Dynamics CRM 2015 連線 和 app.config 檔案中的已註解範例連接字串。
示範
使用 CrmConnection 類別和方法，此範例使用 Microsoft Dynamics 365 Web 服務驗證使用者。 在取得對組織 Web 服務的參照之後，範例會在客戶實體上執行建立，更新，擷取，以及刪除作業。 此範例也處理一般例外狀況。 Helper 程式碼不會用來建立與組織 Web 服務的連線。
範例
下列範例示範範例 app.config 檔案。 若要使用此操作，請針對您的伺服器與組織相關的行， 移除 <add … /> 行開頭的註解字元「<!- -」，以及行結尾的「- ->」。 接著，請修改屬性值為適用於您的組態。
<?xml version="1.0"?>
<configuration>
<connectionStrings>
<!-- Online using Office 365 -->
<!-- <add name="Server=CRM Online, organization=contoso, user=someone" connectionString="Url=https://contoso.crm.dynamics.com; Username=someone@contoso.onmicrosoft.com; Password=password;"/> -->
<!-- Online using Microsoft account (formerly Windows Live ID) -->
<!-- <add name="Server=CRM Online, organization=contoso, user=someone@example.com" connectionString="Url=https://contoso.crm.dynamics.com; Username=someone@example.com; Password=password; DeviceID=11hfn41bbqrg580vyvoea05abc; DevicePassword=fuqNIlx%e$.l*+ax_#8O4abc;"/>-->
<!-- On-premises with provided user credentials -->
<!-- <add name="Server=myserver, organization=AdventureWorksCycle, user=administrator" connectionString="Url=http://myserver/AdventureWorksCycle; Domain=mydomain; Username=administrator; Password=password;"/> -->
<!-- On-premises using Windows integrated security -->
<!--<add name="Server=myserver, organization=AdventureWorksCycle" connectionString="Url=http://myserver/AdventureWorksCycle;"/>-->
<!-- On-premises (IFD) with claims -->
<!--<add name="Server=litware.com, organization=contoso, user=someone@litware.com" connectionString="Url=https://contoso.litware.com; Username=someone@litware.com; Password=password;"/>-->
</connectionStrings>
<startup>
<supportedRuntime version="v4.0" sku=".NETFramework,Version=v4.0"/>
</startup>
</configuration>
範例
using System;
using System.Configuration;
using System.ServiceModel;
// These namespaces are found in the Microsoft.Crm.Sdk.Proxy.dll assembly
// located in the SDK\bin folder of the SDK download.
using Microsoft.Crm.Sdk.Messages;
// These namespaces are found in the Microsoft.Xrm.Sdk.dll assembly
// located in the SDK\bin folder of the SDK download.
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;
// These namespaces are found in the Microsoft.Xrm.Client.dll assembly
// located in the SDK\bin folder of the SDK download.
using Microsoft.Xrm.Client;
using Microsoft.Xrm.Client.Services;
using System.Collections.Generic;
namespace Microsoft.Crm.Sdk.Samples
{
/// <summary>
/// This sample uses the CrmConnection class found in the Microsoft.Xrm.Client
/// namespace to connect to and authenticate with the organization web service.
///
/// Next, the sample demonstrates how to do basic entity operations like create,
/// retrieve, update, and delete.</summary>
/// <remarks>
/// At run-time, you will be given the option to delete all the database
/// records created by this program.
///
/// No helper code from CrmServiceHelpers.cs is used in this sample.</remarks>
/// <see cref="https://msdn.microsoft.com/en-us/library/gg695810.aspx"/>
public class SimplifiedConnection
{
#region Class Level Members
private Guid _accountId;
private OrganizationService _orgService;
#endregion Class Level Members
/// <summary>
/// The Run() method first connects to the Organization service. Afterwards,
/// basic create, retrieve, update, and delete entity operations are performed.
/// </summary>
/// <param name="connectionString">Provides service connection information.</param>
/// <param name="promptforDelete">When True, the user will be prompted to delete all
/// created entities.</param>
public void Run(String connectionString, bool promptforDelete)
{
try
{
// Establish a connection to the organization web service using CrmConnection.
Microsoft.Xrm.Client.CrmConnection connection = CrmConnection.Parse (connectionString);
// Obtain an organization service proxy.
// The using statement assures that the service proxy will be properly disposed.
using (_orgService = new OrganizationService(connection) )
{
//Create any entity records this sample requires.
CreateRequiredRecords();
// Obtain information about the logged on user from the web service.
Guid userid = ((WhoAmIResponse)_orgService.Execute(new WhoAmIRequest())).UserId;
SystemUser systemUser = (SystemUser)_orgService.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)_orgService.Execute(versionRequest);
Console.WriteLine("Microsoft Dynamics CRM version {0}.", versionResponse.Version);
// Instantiate an account object. Note the use of option set enumerations defined in OptionSets.cs.
// Refer to the Entity Metadata topic in the SDK documentation to determine which attributes must
// be set for each entity.
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.
_accountId = _orgService.Create(account);
Console.Write("{0} {1} created, ", account.LogicalName, account.Name);
// Retrieve the several attributes from the new account.
ColumnSet cols = new ColumnSet(
new String[] { "name", "address1_postalcode", "lastusedincampaign" });
Account retrievedAccount = (Account)_orgService.Retrieve("account", _accountId, cols);
Console.Write("retrieved, ");
// Update the postal code attribute.
retrievedAccount.Address1_PostalCode = "98052";
// The address 2 postal code was set accidentally, so set it to null.
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.
_orgService.Update(retrievedAccount);
Console.WriteLine("and updated.");
// Delete any entity records this sample created.
DeleteRequiredRecords(promptforDelete);
}
}
// Catch any service fault exceptions that Microsoft Dynamics CRM throws.
catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>)
{
// You can handle an exception here or pass it back to the calling method.
throw;
}
}
#region Public Methods
/// <summary>
/// Creates any entity records this sample requires.
/// </summary>
public void CreateRequiredRecords()
{
// For this sample, all required entities are created in the Run() method.
}
/// <summary>
/// Deletes any entity records that were created for this sample.
/// <param name="prompt">Indicates whether to prompt the user
/// to delete the records created in this sample.</param>
/// </summary>
public void DeleteRequiredRecords(bool prompt)
{
bool deleteRecords = true;
if (prompt)
{
Console.Write("\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)
{
_orgService.Delete(Account.EntityLogicalName, _accountId);
Console.WriteLine("Entity records have been deleted.");
}
}
#endregion Public Methods
#region Private Methods
/// <summary>
/// Gets web service connection information from the app.config file.
/// If there is more than one available, the user is prompted to select
/// the desired connection configuration by name.
/// </summary>
/// <returns>A string containing web service connection configuration information.</returns>
private static String GetServiceConfiguration()
{
// Get available connection strings from app.config.
int count = ConfigurationManager.ConnectionStrings.Count;
// Create a filter list of connection strings so that we have a list of valid
// connection strings for Microsoft Dynamics CRM only.
List<KeyValuePair<String, String>> filteredConnectionStrings =
new List<KeyValuePair<String, String>>();
for (int a = 0; a < count; a++)
{
if (isValidConnectionString(ConfigurationManager.ConnectionStrings[a].ConnectionString))
filteredConnectionStrings.Add
(new KeyValuePair<string, string>
(ConfigurationManager.ConnectionStrings[a].Name,
ConfigurationManager.ConnectionStrings[a].ConnectionString));
}
// No valid connections strings found. Write out and error message.
if (filteredConnectionStrings.Count == 0)
{
Console.WriteLine("An app.config file containing at least one valid Microsoft Dynamics CRM " +
"connection string configuration must exist in the run-time folder.");
Console.WriteLine("\nThere are several commented out example connection strings in " +
"the provided app.config file. Uncomment one of them and modify the string according " +
"to your Microsoft Dynamics CRM installation. Then re-run the sample.");
return null;
}
// If one valid connection string is found, use that.
if (filteredConnectionStrings.Count == 1)
{
return filteredConnectionStrings[0].Value;
}
// If more than one valid connection string is found, let the user decide which to use.
if (filteredConnectionStrings.Count > 1)
{
Console.WriteLine("The following connections are available:");
Console.WriteLine("------------------------------------------------");
for (int i = 0; i < filteredConnectionStrings.Count; i++)
{
Console.Write("\n({0}) {1}\t",
i + 1, filteredConnectionStrings[i].Key);
}
Console.WriteLine();
Console.Write("\nType the number of the connection to use (1-{0}) [{0}] : ",
filteredConnectionStrings.Count);
String input = Console.ReadLine();
int configNumber;
if (input == String.Empty) input = filteredConnectionStrings.Count.ToString();
if (!Int32.TryParse(input, out configNumber) || configNumber > count ||
configNumber == 0)
{
Console.WriteLine("Option not valid.");
return null;
}
return filteredConnectionStrings[configNumber - 1].Value;
}
return null;
}
/// <summary>
/// Verifies if a connection string is valid for Microsoft Dynamics CRM.
/// </summary>
/// <returns>True for a valid string, otherwise False.</returns>
private static Boolean isValidConnectionString(String connectionString)
{
// At a minimum, a connection string must contain one of these arguments.
if (connectionString.Contains("Url=") ||
connectionString.Contains("Server=") ||
connectionString.Contains("ServiceUri="))
return true;
return false;
}
#endregion Private Methods
#region Main method
/// <summary>
/// Standard Main() method used by most SDK samples.
/// </summary>
/// <param name="args"></param>
static public void Main(string[] args)
{
try
{
// Obtain connection configuration information for the Microsoft Dynamics
// CRM organization web service.
String connectionString = GetServiceConfiguration();
if (connectionString != null)
{
SimplifiedConnection app = new SimplifiedConnection();
app.Run(connectionString, true);
}
}
catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault> ex)
{
Console.WriteLine("The application terminated with an error.");
Console.WriteLine("Timestamp: {0}", ex.Detail.Timestamp);
Console.WriteLine("Code: {0}", ex.Detail.ErrorCode);
Console.WriteLine("Message: {0}", ex.Detail.Message);
Console.WriteLine("Trace: {0}", ex.Detail.TraceText);
Console.WriteLine("Inner Fault: {0}",
null == ex.Detail.InnerFault ? "No Inner Fault" : "Has Inner Fault");
}
catch (System.TimeoutException ex)
{
Console.WriteLine("The application terminated with an error.");
Console.WriteLine("Message: {0}", ex.Message);
Console.WriteLine("Stack Trace: {0}", ex.StackTrace);
Console.WriteLine("Inner Fault: {0}",
null == ex.InnerException.Message ? "No Inner Fault" : ex.InnerException.Message);
}
catch (System.Exception ex)
{
Console.WriteLine("The application terminated with an error.");
Console.WriteLine(ex.Message);
// Display the details of the inner exception.
if (ex.InnerException != null)
{
Console.WriteLine(ex.InnerException.Message);
FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault> fe = ex.InnerException
as FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>;
if (fe != null)
{
Console.WriteLine("Timestamp: {0}", fe.Detail.Timestamp);
Console.WriteLine("Code: {0}", fe.Detail.ErrorCode);
Console.WriteLine("Message: {0}", fe.Detail.Message);
Console.WriteLine("Trace: {0}", fe.Detail.TraceText);
Console.WriteLine("Inner Fault: {0}",
null == fe.Detail.InnerFault ? "No Inner Fault" : "Has Inner Fault");
}
}
}
// Additional exceptions to catch: SecurityTokenValidationException, ExpiredSecurityTokenException,
// SecurityAccessDeniedException, MessageSecurityException, and SecurityNegotiationException.
finally
{
Console.WriteLine("Press <Enter> to exit.");
Console.ReadLine();
}
}
#endregion Main method
}
}
另請參閱
了解 Microsoft Dynamics CRM 2015 開發的教學課程
簡化的 Microsoft Dynamics CRM 2015 連線
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