Thursday, 25 July 2013

Dynamics CRM 2011 - PHP and SOAP Calls

I put the first little section regarding CRM 2011, PHP, and SOAP here ->  http://crmtroubleshoot.blogspot.com.au/2013/07/dynamics-crm-2011-php-and-soap-using.html

I went into some basic information about authentication so in this second part I thought I would give people the SOAP calls for talking to CRM 2011.

NOTE: I am not suggesting the following are the only ways to connect using SOAP to CRM and I know its not a complete list (Delete for example) however I hope this assists you in your investigation it is not intended to do all the work for you! ;-)

SOAP CALLS


CREATE
Creates a single CRM record


    
      
  
      
      
      
      00000000-0000-0000-0000-000000000000
      
      
    



RETRIEVE
Returns a single CRM record based on the GUID.


  
  
  
 false
 
   
 
  



RETRIEVE ALL ENTITIES
This returns all all entities. I don't really recommend this because it is incredibly slow!


 
   
    
  EntityFilters
  Entity
    
    
  RetrieveAsIfPublished
  true
    
   
   
   RetrieveAllEntities
 



RETRIEVE MULTIPLE
Returns a collection of CRM Records based on the Criteria list passed


 
  
    false
    
   
    
  
  
  false
  
  
  
  
    
    
    
    false
  
 



UPDATE
Updates a single record based on the GUID


 
  
   
  
  
  
  
  
  
 



WHO AM I
Returns the User Id, Business Unit Id, and Organization Id for the logged in user


 
  
  
  WhoAmI
 



CHILD ITEMS


COLUMN
This should be repeated for each column required for the Retrieve Requests


 



ATTRIBUTES
This should be repeated for each attribute required for a Create or Update Request. There is various types for attributes.

EntityReference

 
 
  
  
  
  


OptionSetValue

 
 
  
 


Money

 
 
  
 


String

        
 


Boolean

        
 


Integer

        
 


Date Time

        
 




CRITERIA
Used to filter the query results


 
 
  
  
   
   
   
    
    
   
  
 



ORDER
Used to define the sort order of the result set


 
 
  
  
 



67 comments:

  1. I found this very helpful, I was able to use the Money datatype thanks to this. But I've struck some trouble when trying to use this for OptionSetValue, I'm getting an internal error from the CRM. Did you hit anything like this? Or know the work around?

    ReplyDelete
    Replies
    1. Do you have the code for the Option Set Value you are trying to use?

      Quite often the internal error is if the item doesn't exit. Confirm you are using the Value not the label and you have no commas.

      Delete
    2. Thank you, I figured it out; I tried to set the same optionset 2 times in the same request...completely missed it; sorry.

      Delete
  2. I think you're saving my day! Maybe my week :D
    Thanks a lot!
    That is real stuff

    ReplyDelete
  3. About the entitystate and FormattedValues tags
    It seems that there is a difference between that post and what you wrote on Stackoverflow
    moreover, such request as gives me an error
    So I did not nest them and there is no more error with my request.



    00000000-0000-0000-0000-000000000000

    account

    But...The properties are not taken into account . The Entity is created but stays empty
    Maybe you know : how do you know the way to have the right schema to integrate with Dynamics? the right key/values attributes etc? sniff the network and see what works? Is there a more "mature" way to do ? ;)

    ReplyDelete
  4. I can't seem to figure out which Stack Overflow post you are talking about. Can you give me a link? (or show me your query)

    Not sure what you mean by key/values
    You should be able to go in CRM to Settings -> Customizations -> Customize the System.

    You should then be able to find the entity name and field names.

    ReplyDelete
  5. Hi Andrew,
    Can you comment on new ExecuteMultiple operation? Seems it is not a part of current online Organization.svc wsdl...
    http://blogs.msdn.com/b/thecrmguys/archive/2013/01/09/hands-on-with-dynamics-crm-2011-s-new-executemultiple-request.aspx

    ReplyDelete
    Replies
    1. Sorry for the late reply Adie. I haven't read much about it to be honest :(

      Delete
  6. Hi,

    I want to get all users data from some another database. So once I am getting an array of all users data using PHP, then same data I want to send to CRM. So could you please convey me the examples or steps to move ahead with that.

    Any help would be greatly appreciated.

    ReplyDelete
  7. Hi Andrew,
    Thanks for the super helpful article.
    I'm stuggeling to find the correct operators to use when building my criteria. I know = is "Equal" but can't figure out >. Both "Greater Than" and "gt" generate an "Invalid enum value" error. You say in a comment to "GET THE VALUES FROM A FETCH XML QUERY" - I can't find an example anywhere of a fetch XML query so how would I go about doing this?

    ReplyDelete
    Replies
    1. If you do an Advanced Find in CRM in the top ribbon there will be an option for "Download Fetch XML".

      If you click that it will allow you to download the Fetch XML for your query. However I would have though "gt" would work.

      Have you had any luck with this?

      Delete
  8. hello one thing I can't figure out is...
    I am trying to create "user" and populate already set attributes. I can do it with normal strings etc, but have no idea how to do it with lookup values? Any thoughts examples?
    Thanks

    ReplyDelete
    Replies
    1. Entity Reference = Lookup. So copy and paste that. You'll need 3 values. The name of the relationship, the guid for the related record, and the child entity name.

      Delete
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