CRM Authentication

Hans Rasmussen — Fri, 19 Feb 2010 23:47:49 +0000

One good way of Authenticating against CRM Webservice is not tell CRM which internally defined system user account you wish to authenticate against. I found this good article from Microsoft about how to lookup the system user account based on the GUID that it receives in CRM after you have told CRM that you wish to create a user for this account.

http://msdn.microsoft.com/en-us/library/cc151052.aspx

//extract from the link above

using System;

using System.Web.Services.Protocols;

using System.Text;

using System.Net;

using System.Xml;

namespace Microsoft.Crm.Sdk.Reference

{

// Microsoft Dynamics CRM namespaces

using CrmSdk;

using

CrmSdk.Discovery;

public class Impersonation

{

[STAThread]public static void Main(string[] args)

{

CrmAuthenticationToken token = new CrmAuthenticationToken

();

token.AuthenticationType = 0; // Use Active Directory authentication.

token.OrganizationName = “AdventureWorksCycle”;

// Use the global user ID of the system user that is to be impersonated.

token.CallerId = new Guid(“94092D6F-B367-DC11-9C93-0003FFDFCE28″);

CrmService crmService = new CrmService();crmService.Url =

“http://localhost/MSCRMServices/2007/CrmService.asmx”;

crmService.CrmAuthenticationTokenValue = token;

crmService.Credentials = System.Net.CredentialCache.DefaultCredentials;

// Create a new account owned by the impersonated user.

account account = new account();

account.name = “Fabrikam”;

Guid accountid = crmService.Create(account);

}

// my own code comes here

The other way is of course to authenticate youself by providing this information to CRM Web service.

CrmService service = null;

service = new CrmService();

service.Url = “http://crm/MSCrmServices/2007/CrmService.asmx”;

CrmAuthenticationToken token = new CrmAuthenticationToken();

token.AuthenticationType = 0;

token.OrganizationName = “putyourorganizationnamehere”;

System.Net.ICredentials myCredentials;myCredentials =

new NetworkCredential(“useraccount”, “password****”, “domain”);

service.Credentials = myCredentials;

service.PreAuthenticate = true;

service.CrmAuthenticationTokenValue = token;

// do your stuff on service object (same as the above example)

// Create a new account owned by the impersonated user.

account account = new account();

account.name = “Fabrikam”;

Guid accountid = crmService.Create(account);

CRM Web reference vs CRM SDK

Hans Rasmussen — Fri, 19 Feb 2010 23:21:11 +0000

While working in a project where we integrate with CRM, I noticed how important it is not to mix the ways you can integrate with.

Either you create a reference to the CRM Web service in your Visual Studio project and the proxy classes are generated.

Or you can reference microsoft.crm.sdk.dll and microsoft.crm.sdktypeproxy.dll that exists in the CRM SDK.

You will soon notice that if you create a Request object, or maybe a BusinessEntity, DynamicEntity they are not compatible with eachother, and furthermore they might not even have the same methods and properties.

My recommendation is to use the CRM SDK only and never create a Web reference from within Visual Studio. The CRM SDK objects have more friendly properties and methods.

Hans Rasmussen » CRM

CRM Authentication

CRM Web reference vs CRM SDK