Tuesday, April 12, 2011

How To: Use Update Requests in .NET and Jscript in Microsoft Dynamics CRM 2011

Here is a quick demo on how to utilize the update message of the CRM 2011 Organization service in both C# and Jscript.

First in C# (I am using SOAPLogger solution included with the SDK:


 SoapLoggerOrganizationService slos = new SoapLoggerOrganizationService(serverConfig.OrganizationUri, service, output);

      //Add the code you want to test here:
      // You must use the SoapLoggerOrganizationService 'slos' proxy rather than the IOrganizationService proxy you would normally use.

      //It is easiest to just first retrieve the entity we want to update
      RetrieveMultipleRequest rmr = new RetrieveMultipleRequest();
      RetrieveMultipleResponse resp = new RetrieveMultipleResponse();
      Account acct = new Account();

      QueryExpression query = new QueryExpression()
      {
          EntityName = "account",
          ColumnSet = new ColumnSet("name"),
          Criteria = new FilterExpression
          {
              FilterOperator = LogicalOperator.And,
              Conditions = 
                {
                    new ConditionExpression
                    {
                        AttributeName = "name",
                        Operator = ConditionOperator.Equal,
                        Values = { "test account in code" }
                    }
                }
          }
      };

      rmr.Query = query;
      resp = (RetrieveMultipleResponse)slos.Execute(rmr);
      acct = (Account)resp.EntityCollection.Entities[0];

      //Now we will modify our entity's properties
      acct.Address1_City = "Toronto";
      acct.Address1_PostalCode = "55555";

      //now we will make our update call
      UpdateRequest ur = new UpdateRequest();
      ur.Target = acct;
      slos.Execute(ur);

Now here is the Jscript nicely formatted by the CRM 2011 SOAP formatter. Available at: http://crm2011soap.codeplex.com/

This example is asynchronous, if you want to learn how to make JScript SOAP calls synchronously please visit this posthttp://mileyja.blogspot.com/2011/07/using-jscript-to-access-soap-web.html


function runme() {
    
    SDK.SAMPLES.UpdateAccountRequest();
}

if (typeof (SDK) == "undefined")
   { SDK = { __namespace: true }; }
       //This will establish a more unique namespace for functions in this library. This will reduce the 
       // potential for functions to be overwritten due to a duplicate name when the library is loaded.
       SDK.SAMPLES = {
           _getServerUrl: function () {
               ///<summary>
               /// Returns the URL for the SOAP endpoint using the context information available in the form
               /// or HTML Web resource.
               ///</summary>
               var OrgServicePath = "/XRMServices/2011/Organization.svc/web";
               var serverUrl = "";
               if (typeof GetGlobalContext == "function") {
                   var context = GetGlobalContext();
                   serverUrl = context.getServerUrl();
               }
               else {
                   if (typeof Xrm.Page.context == "object") {
                         serverUrl = Xrm.Page.context.getServerUrl();
                   }
                   else
                   { throw new Error("Unable to access the server URL"); }
                   }
                  if (serverUrl.match(/\/$/)) {
                       serverUrl = serverUrl.substring(0, serverUrl.length - 1);
                   } 
                   return serverUrl + OrgServicePath;
               }, 
           UpdateAccountRequest: function () {
               var requestMain = ""
               requestMain += "<s:Envelope xmlns:s=\"http://schemas.xmlsoap.org/soap/envelope/\">";
               requestMain += "  <s:Body>";
               requestMain += "    <Execute xmlns=\"http://schemas.microsoft.com/xrm/2011/Contracts/Services\" xmlns:i=\"http://www.w3.org/2001/XMLSchema-instance\">";
               requestMain += "      <request i:type=\"a:UpdateRequest\" xmlns:a=\"http://schemas.microsoft.com/xrm/2011/Contracts\">";
               requestMain += "        <a:Parameters xmlns:b=\"http://schemas.datacontract.org/2004/07/System.Collections.Generic\">";
               requestMain += "          <a:KeyValuePairOfstringanyType>";
               requestMain += "            <b:key>Target</b:key>";
               requestMain += "            <b:value i:type=\"a:Entity\">";
               requestMain += "              <a:Attributes>";
               requestMain += "                <a:KeyValuePairOfstringanyType>";
               requestMain += "                  <b:key>name</b:key>";
               requestMain += "                  <b:value i:type=\"c:string\" xmlns:c=\"http://www.w3.org/2001/XMLSchema\">test account in code</b:value>";
               requestMain += "                </a:KeyValuePairOfstringanyType>";
               requestMain += "                <a:KeyValuePairOfstringanyType>";
               requestMain += "                  <b:key>accountid</b:key>";
               requestMain += "                  <b:value i:type=\"c:guid\" xmlns:c=\"http://schemas.microsoft.com/2003/10/Serialization/\">f85ec915-ea61-e011-9eec-080027ad5b6e</b:value>";
               requestMain += "                </a:KeyValuePairOfstringanyType>";
               requestMain += "                <a:KeyValuePairOfstringanyType>";
               requestMain += "                  <b:key>address1_city</b:key>";
               requestMain += "                  <b:value i:type=\"c:string\" xmlns:c=\"http://www.w3.org/2001/XMLSchema\">Toronto</b:value>";
               requestMain += "                </a:KeyValuePairOfstringanyType>";
               requestMain += "                <a:KeyValuePairOfstringanyType>";
               requestMain += "                  <b:key>address1_postalcode</b:key>";
               requestMain += "                  <b:value i:type=\"c:string\" xmlns:c=\"http://www.w3.org/2001/XMLSchema\">55555</b:value>";
               requestMain += "                </a:KeyValuePairOfstringanyType>";
               requestMain += "              </a:Attributes>";
               requestMain += "              <a:EntityState i:nil=\"true\" />";
               requestMain += "              <a:FormattedValues />";
               requestMain += "              <a:Id>f85ec915-ea61-e011-9eec-080027ad5b6e</a:Id>";
               requestMain += "              <a:LogicalName>account</a:LogicalName>";
               requestMain += "              <a:RelatedEntities />";
               requestMain += "            </b:value>";
               requestMain += "          </a:KeyValuePairOfstringanyType>";
               requestMain += "        </a:Parameters>";
               requestMain += "        <a:RequestId i:nil=\"true\" />";
               requestMain += "        <a:RequestName>Update</a:RequestName>";
               requestMain += "      </request>";
               requestMain += "    </Execute>";
               requestMain += "  </s:Body>";
               requestMain += "</s:Envelope>";
               var req = new XMLHttpRequest();
               req.open("POST", SDK.SAMPLES._getServerUrl(), true)
               // Responses will return XML. It isn't possible to return JSON.
               req.setRequestHeader("Accept", "application/xml, text/xml, */*");
               req.setRequestHeader("Content-Type", "text/xml; charset=utf-8");
               req.setRequestHeader("SOAPAction", "http://schemas.microsoft.com/xrm/2011/Contracts/Services/IOrganizationService/Execute");
               var successCallback = null;
               var errorCallback = null;
               req.onreadystatechange = function () { SDK.SAMPLES.UpdateAccountResponse(req, successCallback, errorCallback); };
               req.send(requestMain);
           },
       UpdateAccountResponse: function (req, successCallback, errorCallback) {
               ///<summary>
               /// Recieves the assign response
               ///</summary>
               ///<param name="req" Type="XMLHttpRequest">
               /// The XMLHttpRequest response
               ///</param>
               ///<param name="successCallback" Type="Function">
               /// The function to perform when an successfult response is returned.
               /// For this message no data is returned so a success callback is not really necessary.
               ///</param>
               ///<param name="errorCallback" Type="Function">
               /// The function to perform when an error is returned.
               /// This function accepts a JScript error returned by the _getError function
               ///</param>
               if (req.readyState == 4) {
               if (req.status == 200) {
               if (successCallback != null)
               { successCallback(); }
               }
               else {
                   errorCallback(SDK.SAMPLES._getError(req.responseXML));
               }
           }
       },
       _getError: function (faultXml) {
           ///<summary>
           /// Parses the WCF fault returned in the event of an error.
           ///</summary>
           ///<param name="faultXml" Type="XML">
           /// The responseXML property of the XMLHttpRequest response.
           ///</param>
           var errorMessage = "Unknown Error (Unable to parse the fault)";
           if (typeof faultXml == "object") {
               try {
                   var bodyNode = faultXml.firstChild.firstChild;
                   //Retrieve the fault node
                   for (var i = 0; i < bodyNode.childNodes.length; i++) {
                       var node = bodyNode.childNodes[i];
                       //NOTE: This comparison does not handle the case where the XML namespace changes
                       if ("s:Fault" == node.nodeName) {
                       for (var j = 0; j < node.childNodes.length; j++) {
                           var faultStringNode = node.childNodes[j];
                           if ("faultstring" == faultStringNode.nodeName) {
                               errorMessage = faultStringNode.text;
                               break;
                           }
                       }
                       break;
                   }
               }
           }
           catch (e) { };
        }
        return new Error(errorMessage);
     },
 __namespace: true
};


Now you can call the runme() function from your form jscript handler.
Thats all there is to it!

I hope this helps!

4 comments:

  1. Just so I understand the concepts here.

    Basically you are writing an update request using .NET (which I like). You are collecting the soap call of this)

    you then format this to be more readable and then you have done the donkey work to be able to use the CRM Webservice to update records in Javascript and with a bit of tweaking you can set it up to accept a few variables and swap out the account etc.

    ReplyDelete
  2. You are pretty much right on in your assessment.

    The donkey work was really writing the tool to do the formatting. Now that I have created a tool I can just use the captured soap envelope from the soaplogger solution included in the SDK and magically transform it into the jscript call with a couple clicks. I just need to worry about formatting it up initially in .NET. The process by which I transform the calls and use the tools to do this is laid out in this post: http://mileyja.blogspot.com/2011/03/crm-2011-jscript-soap-request-formatter.html

    ReplyDelete
  3. Hehe, I just realized who you are. You actually covered that post on your blog awhile back.

    ReplyDelete
  4. Thanks for providing the above information.

    Could you please provide sample request xml for "on premise" using snepego token for organization web service to update an order in dynamics

    ReplyDelete