Microsoft Dynamics CRM: How we create ISV Site in MS Dynamics CRM 4.0 for Hosted Model

Step1: Create a new Web Application in Visual Studio 2010

Step2: Create "WSDL" folder and download CrmService.asmx and MetadataService.asmx from CRM hosted URL and save then into "WSDL" folder.

Step3: Get CrmDiscoveryService.wsdl from SDK and save into "WSDL" folder.
Step4: Add web reference for all three webservices in the project.

Step5: Create a "Dashboard.aspx" page into project

<html>

<title>Untitled Page</title>

BODY

{

background-image: url(/_imgs/app_back.gif);

background-repeat: repeat-x;

border-top: 1px solid #6693cf;

font-family: Tahoma;

font-size: 11px;

height: 100%;

margin: 0;

padding: 0;

}

#MainDiv

{

margin: 5px;

padding: 5px;

border: 1px solid #6893CF;

background-color: #eaf3ff;

display: table;

text-align: center;

}

DIV.ContentDiv

{

height: 150px;

width: 98%;

text-align: center;

border: 1px solid #6893CF;

background-color: #F3F8FF;

overflow: auto;

}

table

{

width: 90%;

margin-top: 10px;

margin-bottom: 10px;

border: 1px solid #6893CF;

}

{

font-size: 7pt;

filter: progid:DXImageTransform.Microsoft.Gradient(GradientType=0,

StartColorStr=#DBEBFF, EndColorStr=#FFFFFF; ) background-image:url(/_imgs/nav_header_back.gif);

background-repeat: repeat-x;

padding: 3px;

border-top: 1pxsolid#ffffff;

border-bottom: 1pxsolid#DDECFF;

}

th, td

{

border-left: 1px solid #DDECFF;

}

{

padding-top: 8px;

padding-bottom: 8px;

border-bottom: 1px solid #DDECFF;

}

.MainRow

{

background-color: #edf4fc;

}

.AltRow

{

background-color: #ffffff;

}

.TableHeader

{

font-size: 7pt;

font-weight: bold;

padding-top: 10px;

}

</style>

</head>

<body>

<div>

Top 5 Most Recent Open Leads</div>

<asp:Table ID="LeadTable" runat="server" CellPadding="0" CellSpacing="0">

<asp:TableHeaderRow>

<asp:TableHeaderCell>Full Name</asp:TableHeaderCell>

<asp:TableHeaderCell>Phone</asp:TableHeaderCell>

<asp:TableHeaderCell>City</asp:TableHeaderCell>

<asp:TableHeaderCell>Lead Source</asp:TableHeaderCell>

<asp:TableHeaderCell>Created On</asp:TableHeaderCell>

</asp:TableHeaderRow>

</asp:Table>

</div>

Top 5 Activities Due this Week</div>

<asp:Table ID="ActivityTable" runat="server" CellPadding="0" CellSpacing="0">

<asp:TableHeaderRow>

<asp:TableHeaderCell>Activity Type</asp:TableHeaderCell>

<asp:TableHeaderCell>Subject</asp:TableHeaderCell>

<asp:TableHeaderCell>Priority</asp:TableHeaderCell>

<asp:TableHeaderCell>Start Date</asp:TableHeaderCell>

<asp:TableHeaderCell>Due Date</asp:TableHeaderCell>

</asp:TableHeaderRow>

</asp:Table>

</div>

Top 5 Most Recent Opportunities</div>

<asp:Table ID="OpportunityTable" runat="server" CellPadding="0" CellSpacing="0">

<asp:TableHeaderRow>

<asp:TableHeaderCell>Topic</asp:TableHeaderCell>

<asp:TableHeaderCell>

Potential Customer

</asp:TableHeaderCell>

<asp:TableHeaderCell>Est. Close Date</asp:TableHeaderCell>

<asp:TableHeaderCell>Probability</asp:TableHeaderCell>

</asp:TableHeaderRow>

</asp:Table>

</div>

</form>

</body>

</html>

Step6: Write following code on Dashboard.aspx.cs file

using System;

using System.Collections.Generic;

using System.Linq;

using System.Web;

using System.Web.UI;

using System.Web.UI.WebControls;

using ISVHostedModel.WSCRMService;

using ISVHostedModel.WSMetaDataService;

using ISVHostedModel.WSDiscoveryService;

using System.Net;

using Microsoft.Win32;

using System.Xml;

namespace ISVHostedModel

{

public partial class Dashboard : System.Web.UI.Page

{

#region CRMServiceAuthentication

public CrmService GetCRMService(string orgname, string User, string Password, string Domain)

{

CrmDiscoveryService disco = new CrmDiscoveryService();

disco.Url = "http://" + orgname + ".hostingdomain:port/MSCRMServices/2007/SPLA/CrmDiscoveryService.asmx";

disco.Credentials = new NetworkCredential(User, Password, "exchange");

//Retrieve a list of available organizations from the CrmDiscoveryService Web service.

RetrieveOrganizationsRequest orgRequest = new RetrieveOrganizationsRequest();

// Substitute an appropriate domain, username, and password here.

orgRequest.UserId = Domain + "\\" + User;

orgRequest.Password = Password;

RetrieveOrganizationsResponse orgResponse = (RetrieveOrganizationsResponse)disco.Execute(orgRequest);

//Find the target organization.

OrganizationDetail orgInfo = null;

foreach (OrganizationDetail orgdetail in orgResponse.OrganizationDetails)

{

if (orgdetail.OrganizationName.ToUpper().Equals(orgname.ToUpper()))

{

orgInfo = orgdetail;

break;

}

// Check whether a matching organization was not found.

if (orgInfo == null)

throw new Exception("The specified organization was not found.");

//Retrieve a CrmTicket from the CrmDiscoveryService Web service.

RetrieveCrmTicketRequest ticketRequest = new RetrieveCrmTicketRequest();

ticketRequest.OrganizationName = orgInfo.OrganizationName;

ticketRequest.UserId = Domain + "\\" + User;

ticketRequest.Password = Password;

RetrieveCrmTicketResponse ticketResponse =

(RetrieveCrmTicketResponse)disco.Execute(ticketRequest);

//Create the CrmService Web service proxy.

WSCRMService.CrmAuthenticationToken sdktoken = new WSCRMService.CrmAuthenticationToken();

sdktoken.AuthenticationType = 2;

sdktoken.OrganizationName = orgInfo.OrganizationName;

sdktoken.CrmTicket = ticketResponse.CrmTicket;

CrmService service = new CrmService();

service.CrmAuthenticationTokenValue = sdktoken;

service.Url = orgInfo.CrmServiceUrl;

service.Credentials = new NetworkCredential(User, Password, Domain);

return service;

}

#endregion

protected void Page_Load(object sender, EventArgs e)

{

CrmService service = GetCRMService("organization", "username", "password", "domain");

WhoAmIRequest request = new WhoAmIRequest();

WhoAmIResponse response = (WhoAmIResponse)service.Execute(request);

PopulateLeadTable(service, response.UserId);

PopulateActivityTable(service, response.UserId);

PopulateOpportunityTable(service, response.UserId);

}

private void PopulateLeadTable(CrmService crmService, Guid userId)

{

BusinessEntityCollection bec;

QueryExpression leadQuery = new QueryExpression();

leadQuery.EntityName = EntityName.lead.ToString();

ColumnSet leadColumns = new ColumnSet();

leadColumns.Attributes = new string[] { "fullname", "telephone1", "address1_city", "leadsourcecode", "createdon" };

leadQuery.ColumnSet = leadColumns;

ConditionExpression ownerCondition = new ConditionExpression();

ownerCondition.AttributeName = "ownerid";

ownerCondition.Operator = ConditionOperator.Equal;

ownerCondition.Values = new object[] { userId };

FilterExpression filter = new FilterExpression();

filter.Conditions = new ConditionExpression[] { ownerCondition };

filter.FilterOperator = LogicalOperator.And;

leadQuery.Criteria = filter;

OrderExpression order = new OrderExpression();

order.AttributeName = "createdon";

order.OrderType = OrderType.Descending;

leadQuery.Orders = new OrderExpression[] { order };

bec = crmService.RetrieveMultiple(leadQuery);

// add the top 5 leads

for (int i = 0; i < bec.BusinessEntities.Length; i++)

{

lead crmLead = (lead)bec.BusinessEntities[i];

string rowClass = "MainRow";

if (i % 2 == 1)

rowClass = "AltRow";

TableRow tr = new TableRow();

tr.CssClass = rowClass;

TableCell fullNameCell = new TableCell();

fullNameCell.Text = crmLead.fullname;

tr.Cells.Add(fullNameCell);

TableCell phoneCell = new TableCell();

phoneCell.Text = crmLead.telephone1;

tr.Cells.Add(phoneCell);

TableCell cityCell = new TableCell();

cityCell.Text = crmLead.address1_city;

tr.Cells.Add(cityCell);

TableCell leadSourceCell = new TableCell();

if (crmLead.leadsourcecode != null)

leadSourceCell.Text = crmLead.leadsourcecode.name;

tr.Cells.Add(leadSourceCell);

TableCell createdOnCell = new TableCell();

createdOnCell.Text = crmLead.createdon.Value;

tr.Cells.Add(createdOnCell);

this.LeadTable.Rows.Add(tr);

if (i == 4)

break;

}

private void PopulateActivityTable(CrmService crmService, Guid userId)

{

string fetchResults, fetchXml;

fetchXml = String.Format(@"<fetch mapping='logical'>

</filter>

</entity>

</fetch>", userId);

fetchResults = crmService.Fetch(fetchXml);

XmlDocument fetchResultDoc = new XmlDocument();

fetchResultDoc.LoadXml(fetchResults);

XmlNodeList resultNodes = fetchResultDoc.DocumentElement.SelectNodes("result");

for (int i = 0; i < resultNodes.Count; i++)

{

string activityType = String.Empty;

string subject = String.Empty;

string scheduledStart = String.Empty;

string scheduledEnd = String.Empty;

string priorityCode = String.Empty;

activityType = resultNodes[i].SelectSingleNode("activitytypecode").Attributes["name"].Value;

subject = resultNodes[i].SelectSingleNode("subject").InnerText;

XmlNode scheduledStartNode = resultNodes[i].SelectSingleNode("scheduledstart");

if (scheduledStartNode != null)

scheduledStart = scheduledStartNode.Attributes["date"].Value;

XmlNode scheduledEndNode = resultNodes[i].SelectSingleNode("scheduledend");

if (scheduledEndNode != null)

scheduledEnd = scheduledEndNode.Attributes["date"].Value;

priorityCode = resultNodes[i].SelectSingleNode("prioritycode").Attributes["name"].Value;

string rowClass = "MainRow";

if (i % 2 == 1)

rowClass = "AltRow";

TableRow tr = new TableRow();

tr.CssClass = rowClass;

TableCell activityTypeCell = new TableCell();

activityTypeCell.Text = activityType;

tr.Cells.Add(activityTypeCell);

TableCell subjectCell = new TableCell();

subjectCell.Text = subject;

tr.Cells.Add(subjectCell);

TableCell priorityCell = new TableCell();

priorityCell.Text = priorityCode;

tr.Cells.Add(priorityCell);

TableCell scheduledStartCell = new TableCell();

scheduledStartCell.Text = scheduledStart;

tr.Cells.Add(scheduledStartCell);

TableCell scheduledEndCell = new TableCell();

scheduledEndCell.Text = scheduledEnd;

tr.Cells.Add(scheduledEndCell);

this.ActivityTable.Rows.Add(tr);

if (i == 4)

break;

}

private void PopulateOpportunityTable(CrmService crmService, Guid userId)

{

BusinessEntityCollection bec;

QueryExpression opportunityQuery = new QueryExpression();

opportunityQuery.EntityName = EntityName.opportunity.ToString();

ColumnSet opportunityColumns = new ColumnSet();

opportunityColumns.Attributes = new string[] { "name", "customerid", "estimatedclosedate", "closeprobability" };

opportunityQuery.ColumnSet = opportunityColumns;

ConditionExpression ownerCondition = new ConditionExpression();

ownerCondition.AttributeName = "ownerid";

ownerCondition.Operator = ConditionOperator.Equal;

ownerCondition.Values = new object[] { userId };

FilterExpression filter = new FilterExpression();

filter.Conditions = new ConditionExpression[] { ownerCondition };

filter.FilterOperator = LogicalOperator.And;

opportunityQuery.Criteria = filter;

OrderExpression order = new OrderExpression();

order.AttributeName = "createdon";

order.OrderType = OrderType.Descending;

opportunityQuery.Orders = new OrderExpression[] { order };

bec = crmService.RetrieveMultiple(opportunityQuery);

for (int i = 0; i < bec.BusinessEntities.Length; i++)

{

opportunity crmOpportunity = (opportunity)bec.BusinessEntities[i];

string rowClass = "MainRow";

if (i % 2 == 1)

rowClass = "AltRow";

TableRow tr = new TableRow();

tr.CssClass = rowClass;

TableCell topicCell = new TableCell();

topicCell.Text = crmOpportunity.name;

tr.Cells.Add(topicCell);

TableCell customerCell = new TableCell();

if (crmOpportunity.customerid != null)

customerCell.Text = crmOpportunity.customerid.name;

tr.Cells.Add(customerCell);

TableCell closeDateCell = new TableCell();

if (crmOpportunity.estimatedclosedate != null)

closeDateCell.Text = crmOpportunity.estimatedclosedate.Value;

tr.Cells.Add(closeDateCell);

TableCell probabilityCell = new TableCell();

if (crmOpportunity.closeprobability != null)

probabilityCell.Text =

crmOpportunity.closeprobability.Value.ToString();

tr.Cells.Add(probabilityCell);

this.OpportunityTable.Rows.Add(tr);

if (i == 4)

break;

}

Step7: Add new Web Deployment Project in the solution

Step8: Rebuild All Solution

Step9: Give that Deployment Package to your CRM Hosting Service Provider for deploy the project into CRM "ISV" folder.

Step10: After successful deployment your Hosting Service Provider will provide you a link.

Step11: Export and modify the SiteMap.xml (add provided link) into any group code and update SiteMap.xml file.

Step13: Import SiteMap.xml customization in your hosting environment and enjoy...

Wednesday, September 21, 2011

How we create ISV Site in MS Dynamics CRM 4.0 for Hosted Model