MS CRM 2011 如何从外部连接CRM 二

原创地址：http://www.cnblogs.com/jfzhu/archive/2013/02/28/2937936.html

转载请注明出处

我在以前的文章中介绍过如何使用OrganizationService类来连接CRM的Web Service，在本文中我将介绍如何使用OrganizationServiceProxy类来连接CRM的Web Service。

Microsoft.Xrm.Sdk.Client.OrganizationServiceProxy类与 Microsoft.Xrm.Client.Services.OrganizationService类的区别在于，前者既然叫做Proxy，通常是在CRM的Context之外使用，而后者是在CRM的Context中使用的。另外一个区别是如果你想impersonate为其他人的话，就只能使用OrganizationServiceProxy（CallerId ）。

我在本文中创建一个console程序，通过OrganizationServiceProxy来使用CRM的Web Service，并通过设置OrganizationServiceProxy的CallerId 来代表别人创建一个 lead。顺便说一下，想要Impersonate别人的用户必须在CRM中具有Act on Behalf of Aonther User的权限，或者在Active Directory中加入PrivUserGroup。

using System;
using Microsoft.Xrm.Sdk.Discovery;
using Microsoft.Xrm.Sdk.Client;
using System.Configuration;
using Microsoft.Xrm.Sdk;
using Microsoft.Crm.Sdk.Messages;

namespace ConsoleApplication3
{
class Program
{
static void Main(string[] args)
{
string _discoveryServiceAddress = ConfigurationManager.AppSettings["DiscoveryServiceAddress"];
IServiceManagement<IDiscoveryService> serviceManagement = ServiceConfigurationFactory.CreateManagement<IDiscoveryService>(new Uri(_discoveryServiceAddress));
AuthenticationProviderType endpointType = serviceManagement.AuthenticationType;

AuthenticationCredentials authCredentials = GetCredentials(endpointType);

//String organizationUri = String.Empty;
//string organizationUniqueName = ConfigurationManager.AppSettings["OrganizationUniqueName"];
//// Get the discovery service proxy.
//using (DiscoveryServiceProxy discoveryProxy = GetProxy<IDiscoveryService, DiscoveryServiceProxy>(serviceManagement, authCredentials))
//{
//    // Obtain organization information from the Discovery service.
//    if (discoveryProxy != null)
//    {
//        // Obtain information about the organizations that the system user belongs to.
//        OrganizationDetailCollection orgs = DiscoverOrganizations(discoveryProxy);
//        // Obtains the Web address (Uri) of the target organization.
//        organizationUri = FindOrganization(organizationUniqueName, orgs.ToArray()).Endpoints[EndpointType.OrganizationService];
//    }
//}

String organizationUri = ConfigurationManager.AppSettings["OrganizationServiceAddress"];
if (!String.IsNullOrWhiteSpace(organizationUri))
{
IServiceManagement<IOrganizationService> orgServiceManagement = ServiceConfigurationFactory.CreateManagement<IOrganizationService>(new Uri(organizationUri));

// Set the credentials.
AuthenticationCredentials credentials = GetCredentials(endpointType);

// Get the organization service proxy.
using (OrganizationServiceProxy organizationProxy = GetProxy<IOrganizationService, OrganizationServiceProxy>(orgServiceManagement, credentials))
{
// This statement is required to enable early-bound type support.
organizationProxy.EnableProxyTypes();
organizationProxy.CallerId = new Guid("D63C171E-F47C-E211-A79A-00155DA83B36");

// Now make an SDK call with the organization service proxy.
// Display information about the logged on user.
Guid userid = ((WhoAmIResponse)organizationProxy.Execute(new WhoAmIRequest())).UserId;
Entity systemUser = organizationProxy.Retrieve("systemuser", userid, new Microsoft.Xrm.Sdk.Query.ColumnSet(new string[] { "firstname", "lastname" }));

Entity newEntity = new Entity("lead");

newEntity["salutation"] = "test";
newEntity["middlename"] = "test"; ;
newEntity["lastname"] = "test"; ;
newEntity["jobtitle"] = "test"; ;

organizationProxy.Create(newEntity);
}
}

}

private static AuthenticationCredentials GetCredentials(AuthenticationProviderType endpointType)
{
string _userName = ConfigurationManager.AppSettings["UserName"];
string _password = ConfigurationManager.AppSettings["Password"];
string _domain = ConfigurationManager.AppSettings["Domain"];

AuthenticationCredentials authCredentials = new AuthenticationCredentials();
switch (endpointType)
{
case AuthenticationProviderType.ActiveDirectory:
authCredentials.ClientCredentials.Windows.ClientCredential = new System.Net.NetworkCredential(_userName, _password, _domain);
break;
case AuthenticationProviderType.Federation:
case AuthenticationProviderType.OnlineFederation:
authCredentials.ClientCredentials.UserName.UserName = _userName;
authCredentials.ClientCredentials.UserName.Password = _password;
break;
default:
break;
}

return authCredentials;
}

private static 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);
// Obtain discovery/organization service proxy for Federated, LiveId and OnlineFederated environments.
// Instantiate a new class of type using the 2 parameter constructor of type IServiceManagement and SecurityTokenResponse.
return (TProxy)classType
.GetConstructor(new Type[] { typeof(IServiceManagement<TService>), typeof(SecurityTokenResponse) })
.Invoke(new object[] { serviceManagement, tokenCredentials.SecurityTokenResponse });
}

// Obtain discovery/organization service proxy for ActiveDirectory environment.
// Instantiate a new class of type using the 2 parameter constructor of type IServiceManagement and ClientCredentials.
return (TProxy)classType
.GetConstructor(new Type[] { typeof(IServiceManagement<TService>), typeof(System.ServiceModel.Description.ClientCredentials) })
.Invoke(new object[] { serviceManagement, authCredentials.ClientCredentials });
}

private static OrganizationDetailCollection DiscoverOrganizations(IDiscoveryService service)
{
if (service == null)
throw new ArgumentNullException("service");
RetrieveOrganizationsRequest orgRequest = new RetrieveOrganizationsRequest();
RetrieveOrganizationsResponse orgResponse = (RetrieveOrganizationsResponse)service.Execute(orgRequest);

return orgResponse.Details;
}

private static 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.UniqueName, orgUniqueName,
StringComparison.InvariantCultureIgnoreCase) == 0)
{
orgDetail = detail;
break;
}
}
return orgDetail;
}
}
}

配置文件：

<?xml version="1.0"?>
<configuration>
<appSettings>
<!-- On-premises using Windows integrated security -->
<!--<add key="DiscoveryServiceAddress" value="http://servername/XRMServices/2011/Discovery.svc"/>
<add key="UserName" value="username"/>
<add key="Password" value="password"/>
<add key="Domain" value="domain"/>
<add key="OrganizationUniqueName" value="orgname"/>
<add key="OrganizationServiceAddress" value="http://servername/orgname/XRMServices/2011/Organization.svc"/>-->

<!-- On-Premises (IFD) with claims -->
<!--<add key="DiscoveryServiceAddress" value="https://test/XRMServices/2011/Discovery.svc"/>
<add key="UserName" value="username@test.local"/>
<add key="Password" value="password"/>
<add key="Domain" value=""/>
<add key="OrganizationUniqueName" value="orgname"/>
<add key="OrganizationServiceAddress" value="https://test/XRMServices/2011/Organization.svc"/>-->

<!-- Online using Office 365 -->
<add key="DiscoveryServiceAddress" value="https://disco.crm4.dynamics.com/XRMServices/2011/Discovery.svc"/>
<add key="UserName" value="username@test.onmicrosoft.com"/>
<add key="Password" value="password"/>
<add key="Domain" value=""/>
<add key="OrganizationUniqueName" value="orgname"/>
<add key="OrganizationServiceAddress" value="https://test.api.crm4.dynamics.com/XRMServices/2011/Organization.svc"/>
</appSettings>
<startup>
<supportedRuntime version="v4.0" sku=".NETFramework,Version=v4.0"/>
</startup>
</configuration>

如果是使用On-Premise CRM，AuthenticationType 是ActiveDirectory；如果使用的是IFD On-Premise CRM，AuthenticationType 是Federation；如果是CRM Online，AuthenticationType 是OnlineFederation。

当使用IFD-CRM或者CRM Online的时候，不需要在configuration中填写domain，但username要使用UPN name，查看用户UPN name可以使用命令 whoami /upn

通过上面的代码创建的lead，你会发现createdby和modifiedby都是CallerId所指定的用户。

总结： 使用OrganizationServiceProxy类可以连接CRM的Web service。通过设置CallerId 可以Impersonate。

转载于:https://www 4000 .cnblogs.com/jfzhu/archive/2013/02/28/2937936.html