Friday, 7 June 2013

CRM 2011 HTTPS Endpoint with SSIS and ADFS

After quite a bit of work, I finally managed to get a connection working with the CRM 2011 Https endpoint, using no config file, below is the code I used to achieve this.

private static IOrganizationService GetHttpsCRMService(string serverUrl, string adfsUrl, string username, string password)
            Uri organizationUriIFD = new Uri(serverUrl + "/XRMServices/2011/Organization.svc");
            EndpointAddress endpointAddress = new EndpointAddress(organizationUriIFD);

            CustomBinding customBinding = new CustomBinding();
            customBinding.Name = "CustomBinding";
            var tsBE = new TransportSecurityBindingElement();
            tsBE.AllowInsecureTransport = false;
            tsBE.IncludeTimestamp = true;

            EndpointAddress usernameMixed = new EndpointAddress(adfsUrl + "/adfs/services/trust/13/usernamemixed");
            WS2007HttpBinding wsbinding = new WS2007HttpBinding(SecurityMode.TransportWithMessageCredential);
            wsbinding.MaxReceivedMessageSize = 65536;
            wsbinding.MaxBufferPoolSize = 524288;
            wsbinding.Security.Transport.ClientCredentialType = HttpClientCredentialType.None;
            wsbinding.Security.Message.ClientCredentialType = MessageCredentialType.UserName;
            wsbinding.Security.Message.EstablishSecurityContext = false;

            IssuedSecurityTokenParameters stP = new IssuedSecurityTokenParameters(null, usernameMixed, wsbinding);
            stP.IssuerMetadataAddress = new EndpointAddress(new Uri(adfsUrl + "/adfs/services/trust/mex"));

            var additionalRquestParameters =
                @"<trust:SecondaryParameters xmlns:trust=''>" +
                @"    <trust:KeyType xmlns:trust=''></trust:KeyType>" +
                @"    <trust:KeySize xmlns:trust=''>256</trust:KeySize>" +
                @"    <trust:Claims Dialect='' xmlns:trust=''>" +
                @"        <wsid:ClaimType Uri='' xmlns:wsid='' />" +
                @"    </trust:Claims>" +
                @"    <trust:KeyWrapAlgorithm xmlns:trust=''></trust:KeyWrapAlgorithm>" +
                @"    <trust:EncryptWith xmlns:trust=''></trust:EncryptWith>" +
                @"    <trust:SignWith xmlns:trust=''></trust:SignWith>" +
                @"    <trust:CanonicalizationAlgorithm xmlns:trust=''></trust:CanonicalizationAlgorithm>" +
                @"    <trust:EncryptionAlgorithm xmlns:trust=''></trust:EncryptionAlgorithm>" +

            System.Xml.XmlDocument additionalParamDoc = new System.Xml.XmlDocument();

            stP.RequireDerivedKeys = false;
            stP.KeySize = 256;
            stP.KeyType = System.IdentityModel.Tokens.SecurityKeyType.SymmetricKey;
            tsBE.LocalClientSettings.DetectReplays = false;
            tsBE.LocalServiceSettings.DetectReplays = false;


            var textEncoding = new System.ServiceModel.Channels.TextMessageEncodingBindingElement();
            var httpsTransport = new System.ServiceModel.Channels.HttpsTransportBindingElement();


            customBinding.ReceiveTimeout = new TimeSpan(0, 10, 0);
            customBinding.SendTimeout = new TimeSpan(0, 1, 0);
            customBinding.OpenTimeout = new TimeSpan(0, 1, 0);
            customBinding.CloseTimeout = new TimeSpan(0, 1, 0);

            var contract = new System.ServiceModel.Description.ContractDescription("IOraganizationService", "");
            contract.ContractType = typeof(IOrganizationService);

            OrganizationServiceClient osClient = new OrganizationServiceClient(customBinding, endpointAddress);
            osClient.ClientCredentials.UserName.UserName = username;
            osClient.ClientCredentials.UserName.Password = password;
            return (IOrganizationService)osClient;

Tuesday, 5 March 2013

CRM 2011 Date Only Issue Plugin

As explained quite well in Kelvin's blog, CRM 2011 handles Date Only fields in a strange way.  So I have developed a plugin that will get round this.

The code for this is below and it should be deployed pre validation for the entities you wish to use it with, create or update.

/// <summary>
/// Fix for getting round the timezone issues with date only fields
/// </summary>
public class TimeZoneFix : IPlugin
    public void Execute(IServiceProvider serviceProvider)
        //Get an instance of the helper class.
        PluginHelper helper = new PluginHelper(serviceProvider);
        helper.tracer.Trace("Loaded Helper");
        if (helper.targetEntity.Attributes.Any(a => a.Value != null && a.Value.GetType() == typeof(DateTime)))
            IOrganizationService service = helper.service;
            helper.tracer.Trace("Building Request");
            RetrieveEntityRequest request = new RetrieveEntityRequest();
            request.LogicalName = helper.context.PrimaryEntityName;
            request.EntityFilters = EntityFilters.Attributes;
            RetrieveEntityResponse response =  (RetrieveEntityResponse)service.Execute(request);
            if (response != null && response.EntityMetadata != null)
                List<KeyValuePair<string, object>> attribs = helper.targetEntity.Attributes.Where(a => a.Value != null && a.Value.GetType() == typeof(DateTime)).ToList();
                foreach (var att in attribs)
                    DateTime date = (DateTime)helper.targetEntity[att.Key];
                    DateTime localDate = date.ToLocalTime();
                    TimeSpan dateDiff = localDate - date;
                    //Get the attribute metadata
                    AttributeMetadata meta = response.EntityMetadata.Attributes.FirstOrDefault(am => am.LogicalName.ToLower().Equals(att.Key));
                    //Check in the attribute metadata if the attribute is a date only.
                    if (meta != null && meta.AttributeType != null &&
                        meta.AttributeType == AttributeTypeCode.DateTime &&
                        ((DateTimeAttributeMetadata)meta).Format == DateTimeFormat.DateOnly)
                        helper.targetEntity[att.Key] = localDate.AddHours(dateDiff.Hours + 10);

Friday, 21 December 2012

AX Dynamics Connector

I recently hit this random error with the Microsoft AX Dynamics connector when try to configure the CRM org.

The following exception occurred while attempting to retrieve all companies: Could not load type 'Microsoft.Xrm.Sdk.Client.IServiceManagement`1' from assembly 'Microsoft.Xrm.Sdk, Version=, Culture=neutral, PublicKeyToken=31bf3856ad364e35'.

All I did to fix it was move the Microsoft.Xrm.Sdk.dll from the C:\Program Files (x86)\Microsoft Dynamics\Microsoft Dynamics Adapter\Adapters\Microsoft.Dynamics.Integration.Adapters.Crm2011 folder and copy it into the root folder for the dynamics adapter install.

It seems the installer may have not moved that required file and the configuration wizard is from within that folder.

Monday, 10 September 2012

Tech Ed 2012

It has been a long time since my last post, anyhow currently I'm at Tech Ed and I figured I would blog about a cool session I attended regarding CRM 2011 and tips and tricks.

Gayan Perera from Magnetism ran the session and mentioned a really cool generation tool to replace the crmsvcutil tool from the sdk.  It has now been released on code plex and allows generation of code using templating, this is a lot more flexible than the current tool and easier to work with.  Check it out here:

The other cool information was turning managed solutions into unmanaged solutions using SQL, it makes the org unusable but if done on an import of a copied database the solution can be exported and imported where required.

Kudos to Gayan and Thomas getting this SQL running:

declare @solutionId uniqueidentifier, @systemSolutionId uniqueidentifier -- specify the uniquename of the managed solution you'd like to unmanage
select @solutionId = solutionid from SolutionBase where UniqueName='Your Solution Name'
select @systemSolutionId = solutionid from SolutionBase where UniqueName='Active'

declare @sql nvarchar(max)
select @sql ='update PublisherBase set IsReadonly=0 where PublisherId in (select PublisherId from SolutionBase where SolutionId=N'''+cast(@solutionId as nvarchar(100))+''')'
print (@sql)
exec (@sql)

declare @isManagedTables table (id int identity, name nvarchar(100))
declare @count int, @currentTable nvarchar(100), @currentM bit, @currentS bit
-- go through all the tables that have the ismanaged/solutionid flag, find the related records for the current solution and move them to the crm active solution.
insert into @isManagedTables (name)
select name from sysobjects where id in 
(select id from syscolumns where name in ('IsManaged')) 
and type='U'
order by name
select @count = count(*) from @isManagedTables
while (@count > 0)
select @currentTable =name from @isManagedTables where id=@count
select @sql ='update ' + @currentTable + ' set IsManaged=0 where SolutionId=N''' + cast(@solutionId as nvarchar(100)) + ''''
print (@sql)
exec (@sql)
select @count = @count -1, @currentTable = NULL

declare @isSolutionIdTables table (id int identity, name nvarchar(100))
insert into @isSolutionIdTables (name)
select name from sysobjects where id in 
(select id from syscolumns where name in ('SolutionId')) 
and type='U' and name not in ('SolutionComponentBase') -- ignore this table because it doesn't make a difference. it does cause dependency errors on the exported solution but we can manually edit the xml for that.
order by name

select @count = count(*) from @isSolutionIdTables
while (@count > 0)
select @currentTable =name from @isSolutionIdTables where id=@count
select @sql ='update ' + @currentTable + ' set SolutionId=N''' + cast(@systemSolutionId as nvarchar(100)) + ''' where SolutionId=N''' + cast(@solutionId as nvarchar(100)) + ''''
print (@sql)
exec (@sql)
select @count = @count -1, @currentTable = NULL

-- Remove dependencies BaseSolutionId
delete from DependencyBase where DependentComponentNodeId in (
select DependencyNodeId from DependencyNodeBase where BaseSolutionId=@solutionId
alter table DependencyBase NOCHECK CONSTRAINT dependencynode_ancestor_dependency 
delete from DependencyNodeBase where BaseSolutionId=@solutionId
alter table DependencyBase CHECK CONSTRAINT dependencynode_ancestor_dependency

-- Remove dependencies TopSolutionId
delete from DependencyBase where DependentComponentNodeId in (
select DependencyNodeId from DependencyNodeBase where TopSolutionId=@solutionId
alter table DependencyBase NOCHECK CONSTRAINT dependencynode_ancestor_dependency 
delete from DependencyNodeBase where TopSolutionId=@solutionId
alter table DependencyBase CHECK CONSTRAINT dependencynode_ancestor_dependency

Saturday, 30 April 2011

Crm 2011 Rollup 1 Subgrids

If you install rollup 1 for CRM 2011 and suddenly notice that subgrids are no longer working for Windows XP machines, ensure that you have 'Enable native XMLHTTP support' turned on in the internet explorer settings.
The specific issue we noticed was just a Grey outline of where the subgrid should be and a js error when closing the form.

Thursday, 21 April 2011

Wednesday, 20 April 2011

CRM 2011, Add mapping to advanced find.

I strongly believe that out of the box features should be used for development where appropriate.  My first post will show how to use the features of advanced find to display search results on a map.

If you are wanting the completed version of this just to install I will be putting this on codeplex for free download.  Or you can download the managed and unmanaged solutions from below.

First thing that is needed is to add a button to the advanced find ribbon.  The following XML copied into an exported customisations.xml file will provide a new Map button in the Show group in the MSCRM.AdvancedFind tab.

    <CustomAction Id="AdvancedFind.OpenMap.CustomAction" Location="Mscrm.AdvancedFind.Groups.Show.Controls._children" Sequence="75">
        <Button Id="AdvancedFind.OpenMap.Button.Map" Command="AdvancedFind.OpenMap.Button.Map.Command" LabelText="Map" ToolTipTitle="Map" ToolTipDescription="Open results in map" Image32by32="$webresource:boggle_EarthIcon32" TemplateAlias="o1" Image16by16="$webresource:boggle_EarthIcon16" />
    <RibbonTemplates Id="Mscrm.Templates"></RibbonTemplates>
    <CommandDefinition Id="AdvancedFind.OpenMap.Button.Map.Command">
      <EnableRules />
      <DisplayRules />
        <JavaScriptFunction FunctionName="DisplayMap" Library="$webresource:boggle_AdvancedFindSearch.js" />
    <TabDisplayRules />
    <DisplayRules />
    <EnableRules />
  <LocLabels />

The CustomAction element contains the location reference to the advanced find tab show group, as noted by Mscrm.AdvancedFind.Groups.Show.Controls._children.
The Button element references the custom command defined in the CommandDefintions element and specifies the TemplateAlias, without the correct alias defined the button will not display.
The JavaScriptFunction references the method DisplayMap and the library in the webresources called boggle_AdvancedFindSearch.js.

The resulting button looks like this screenshot below:

The next thing that is needed is a way to process the results into a generic array for adding to a map. The following code has been added to a webresource named boggle_AdvancedFindSearch.js.

var resultsArray;

function DisplayMap() {
  //Get the fetchXml from the advanced find window.
  var fetchXml = advFind.FetchXml;
  //Create a new XML doc.
  var fetchXmlDoc = new ActiveXObject("Microsoft.XMLDOM");
  fetchXmlDoc.async = "false";
  //Clear out the existing attribute nodes, we want all attributes
  var attribs = fetchXmlDoc.getElementsByTagName("attribute");
  for (var i = 0; i < attribs.length; i++)

  //Add the all-attributes element if it isn't there
  var existingAllAttribs = fetchXmlDoc.getElementsByTagName("all-attributes");
  if (existingAllAttribs == null || existingAllAttribs.length == 0) {
    var entityElem = fetchXmlDoc.getElementsByTagName("entity")[0];
    var allAttribElem = fetchXmlDoc.createElement("all-attributes");
    entityElem.insertBefore(allAttribElem, entityElem.childNodes[0]);

  //Get the results from the crm service
  var results = FetchResultsXml(fetchXmlDoc.xml);
  //Process the results from the fetch into an array
  resultsArray = GetArrayFromFetchResults(results);
  //Open the map webresource
  var mapWindow ="/WebResources/boggle_bingMapsControl", "mapWindow", "toolbar=0,menubar=0,directories=0");

function GetArrayFromFetchResults(fetchResults) {
  //Instantiate a new array
  var entityResults = new Array();
  //Get all the entity elements
  var entityElems = fetchResults.getElementsByTagName("a:Entity");
  for (var i = 0; i < entityElems.length; i++) {
    //Create a new array object to load the results into
    entityResults[i] = new Object();
    //Get the field values for the object
    entityResults[i].Name = GetFieldValue(entityElems[i], "name");
    entityResults[i].Street = GetFieldValue(entityElems[i], "address1_line1");
    entityResults[i].City = GetFieldValue(entityElems[i], "address1_city");
    entityResults[i].Country = GetFieldValue(entityElems[i], "address1_country");
  //Return the array
  return entityResults;

function GetFieldValue(entity, fieldName) {
  var vals = entity.getElementsByTagName("a:KeyValuePairOfstringanyType");
  //Find the field that matches the name
  for (var j = 0; j < vals.length; j++) {
    if (vals[j].getElementsByTagName("b:key")[0].firstChild.nodeValue == fieldName) {
      if (vals[j].getElementsByTagName("b:value").length > 0)
        return vals[j].getElementsByTagName("b:value")[0].firstChild.nodeValue;
        return "";

function EncodeXml(xml) {
  return xml.replace(/\&/g, '&' + 'amp;').replace(/</g, '&' + 'lt;')
.replace(/>/g, '&' + 'gt;').replace(/\'/g, '&' + 'apos;').replace(/\"/g, '&' + 'quot;');

function FetchResultsXml(fetchXml) {
  //Create the fetch Xml request
  var xml = "<?xml version=\"1.0\" encoding=\"utf-8\"?>" +
            "<soapenv:Envelope xmlns:soapenv=\"\">" +
            "<soapenv:Body>" +
            "<RetrieveMultiple xmlns=\"\" xmlns:i=\"\">" +
            "<query i:type=\"a:FetchExpression\" xmlns:a=\"\">" +
            "<a:Query>" + EncodeXml(fetchXml) + "</a:Query>" +
            "</query>" +
            "</RetrieveMultiple>" +
            "</soapenv:Body>" +

  var xmlHttpRequest = new ActiveXObject("Msxml2.XMLHTTP");
  xmlHttpRequest.Open("POST", "/XRMServices/2011/Organization.svc/web", false);
  xmlHttpRequest.setRequestHeader("SOAPAction", "");
  xmlHttpRequest.setRequestHeader("Content-Type", "text/xml; charset=utf-8");
  xmlHttpRequest.setRequestHeader("Content-Length", xml.length);

  //Send the request to CRM
  //Load the results into the xml var
  var resultXml = xmlHttpRequest.responseXML;
  return resultXml;

The method DisplayMap loads the fetchXml from the advanced find form and removes the attribute elements and adds the all-attributes element to ensure address fields are retrieved.  The fetchxml is used for a retrievemultiple request by passing the fetchxml to the FetchResultsXml method.  The results are then processed using the GetArrayFromFetchResults method to get the results in an easier to use form to be passed onto the map.  The map window is then opened using the method, the bing maps window will look at the var resultsArray to get the results retrieved from the advanced find.

The next part we need is an html webresource for displaying the bing maps with the results, here is the code that loads the required elements for the map.

<HTML xmlns:v = "urn:schemas-microsoft-com:vml"><HEAD><TITLE></TITLE>
  <META content="text/html; charset=utf-8" http-equiv=Content-Type>
  <SCRIPT type=text/javascript src=";s=1"></SCRIPT>

  <SCRIPT src="ClientGlobalContext.js.aspx"></SCRIPT>

  <SCRIPT type=text/javascript src="boggle_bingMapsJScript.js"></SCRIPT>

  <SCRIPT type=text/javascript src="boggle_AdvancedFindSearch.js"></SCRIPT>

  <SCRIPT type=text/javascript src="boggle_bingMapsJScript.js"></SCRIPT>
<BODY contentEditable=true onload=GetMap();>
  <DIV style="POSITION: relative; WIDTH: 100%; HEIGHT: 100%" id=myMap></DIV></BODY></HTML>

The part that displays the result are in the javascript webresource named boggle_bingMapsJScript.js. This library adds pins to the map based on the addresses in the entities and centres on the last pin.  The code for the library is below.

//Instantiate the variables
var map = null;
var resultsArray = null;

//If there is a parent window with the resultsArray variable set the var results array
if (window.opener != null && window.opener.resultsArray != null)
  resultsArray = window.opener.resultsArray;

function GetMap() {

  //Load the map
  map = new VEMap('myMap');

  //Load the results if there are any
  if (resultsArray != null && resultsArray != undefined) {
    for (var i = 0; i < resultsArray.length; i++) {
      resultsArray[i].id = i;

function FindLocation(entity) {
  if (entity != null && entity != undefined) {

    var address = entity.Street + ", " + entity.City + ", " + entity.Country;
    //Find the address in bing maps
    map.Find(null, address, null, null, 0, 1, false, false, true, false, function (shapeLayer, findresults, places, moreresults, error) {
      if (error != null && error != "") {

      //Create the pin and setup its values
      var pin = new VEShape(VEShapeType.Pushpin, places[0].LatLong);
      map.SetCenterAndZoom(places[0].LatLong, 10);

Once all this is implemented a page like the screenshot below will have the results displayed on it.