rocketeer007 / php-dynamics-crm-2011 Goto Github PK

A method is needed to provide a "default" record count for a particular 
connection, so that a manually specified count larger that this is reduced.

Currently, the Picklist / OptionSetValue handling is not correctly implemented 
for Create and Update

The Update action will allow the connector to send Updates to Entities.

Example XML:

<Update xmlns="http://schemas.microsoft.com/xrm/2011/Contracts/Services">
            <entity xmlns:b="http://schemas.microsoft.com/xrm/2011/Contracts" xmlns:i="http://www.w3.org/2001/XMLSchema-instance">
                <b:Attributes xmlns:c="http://schemas.datacontract.org/2004/07/System.Collections.Generic">
                    <b:KeyValuePairOfstringanyType>
                        <c:key>name</c:key>
                        <c:value i:type="d:string" xmlns:d="http://www.w3.org/2001/XMLSchema">Fourth Coffee</c:value>
                    </b:KeyValuePairOfstringanyType>
                    <b:KeyValuePairOfstringanyType>
                        <c:key>accountid</c:key>
                        <c:value i:type="d:guid" xmlns:d="http://schemas.microsoft.com/2003/10/Serialization/">8a7d7a68-6561-e111-b520-00155d021910</c:value>
                    </b:KeyValuePairOfstringanyType>
                    <b:KeyValuePairOfstringanyType>
                        <c:key>address1_postalcode</c:key>
                        <c:value i:type="d:string" xmlns:d="http://www.w3.org/2001/XMLSchema">98052</c:value>
                    </b:KeyValuePairOfstringanyType>
                    <b:KeyValuePairOfstringanyType>
                        <c:key>address2_postalcode</c:key>
                        <c:value i:nil="true"/>
                    </b:KeyValuePairOfstringanyType>
                    <b:KeyValuePairOfstringanyType>
                        <c:key>revenue</c:key>
                        <c:value i:type="b:Money">
                            <b:Value>5000000</b:Value>
                        </c:value>
                    </b:KeyValuePairOfstringanyType>
                    <b:KeyValuePairOfstringanyType>
                        <c:key>creditonhold</c:key>
                        <c:value i:type="d:boolean" xmlns:d="http://www.w3.org/2001/XMLSchema">false</c:value>
                    </b:KeyValuePairOfstringanyType>
                </b:Attributes>
                <b:EntityState i:nil="true"/>
                <b:FormattedValues xmlns:c="http://schemas.datacontract.org/2004/07/System.Collections.Generic"/>
                <b:Id>8a7d7a68-6561-e111-b520-00155d021910</b:Id>
                <b:LogicalName>account</b:LogicalName>
                <b:RelatedEntities xmlns:c="http://schemas.datacontract.org/2004/07/System.Collections.Generic"/>
            </entity>
        </Update>

Note that further testing is required to determine the right format for Lookup 
fields; the GUID in this example is for the "accountid", which is the primary 
key of the Entity being updated.

Run any query using the PHP Dynamics CRM Connector and the other libraries 
takes more than one minute. I would like to know if you have any information or 
documentation about this. Because I can't find it on the web. If I access 
directly to the CRM system instead of using the webservices, it is slow (5-10 
seconds to load a page) but not that much. It is 10 times slower using the 
Webservice. Maybe something in my PHP configuration is not ok? Any idea?

What steps will reproduce the problem?
1. Perform a query with a Link-Entity with a Link Type of Outer (i.e. an Outer 
Join)
2. Return some results that do have the linked entity, and some that do not.
3. There is no way to check if the linked entity is present or not

What is the expected output? What do you see instead?
Need to be able to use isset() on the Entity to see if the Linked Entity is 
present.

I would be an enhancement probably,

code don't authenticate for LiveId, which i must do.

like, I have a Dynamics CRM Online 2011,
i provided the credentials and it showed me error for that.

What steps will reproduce the problem?
1. Retrieve a large quantity of data
2. No way to determine volume without counting the array

What is the expected output? What do you see instead?
Need to have the Count as a property of the returned object.

Notes on SVN Release Process: 
http://ariejan.net/2006/11/21/svn-how-to-release-software-properly

Currently, the Connector assumes that all Aliased Values are String values.

In fact, they can be any type at all, including Entity References.

Currently, using the retrieveMultiple method returns a stdClass Object with an 
Array of further stdClass Objects with properties for the Attributes of the 
Entities.

The main stdClass does not need to be changed, but the individual elements of 
the Entities array should become DynamicsCRM2011_Entity objects of the 
appropriate type, which can then be used directly in Update requests, and other 
tasks.

Currently, the function getFederationSecurityURI assumes that the correct 
Security Endpoint is Trust13Username.

This is based purely on examples generated using C#.NET - the logic for 
choosing this Endpoint is not known.

Ideally, the Connector should determine the correct Endpoint dynamically - or 
at the very least, we should document why this Endpoint is used

Currently, the DynamicsCRM2011_Connector class only supports Federation 
security.

There are at least 3 different security modes available for Microsoft Dynamics 
CRM 2011
* Claims-based Authentication
* Federation Security
* Windows Live ID (used on the Online version, rather than the On-Premises 
version)

Currently, I only have access to a server using Federation Security, so that is 
the only security model that will be supported, but it would be good to have 
this as a feature of the library.

At the very least, the checkSecurity method would need to be expanded.
Probably, the requestSecurityToken function would need to be rewritten for 
other Authentication modes
Possibly, the Constructor would need to be re-written to allow sending other 
Security data
Potentially, the generateSoapRequest function would need to be re-written if 
other security methods don't use a Security Token at all!

What steps will reproduce the problem?
1. Create a No-Op change on an audited entity (I'm not sure how this is done, I 
just saw one in our system
2. Get the RecordChangeHistory for that Entity

What is the expected output? What do you see instead?
Call to a member function getElementsByTagName() on a non-object in 
PHPDynamics\DynamicsCRM2011_Connector.class.php on line 1677 

What steps will reproduce the problem?
The following QueryXML:
$caseQueryXML = <<<END
<fetch version="1.0" count="5" output-format="xml-platform" mapping="logical" 
distinct="false">
  <entity name="incident">
    <attribute name="title" />
    <attribute name="ticketnumber" />
    <attribute name="createdon" />
    <attribute name="incidentid" />
    <attribute name="sfmig_srclientnumber" />
    <order attribute="ticketnumber" descending="false" />
    <filter type="and">
      <condition attribute="ticketnumber" operator="like" value="%CAS-01351-P7W8%" />
    </filter>
    <link-entity name="account" from="accountid" to="customerid" visible="false" link-type="outer" alias="case_account">
      <attribute name="name" />
      <attribute name="createdon" />
    </link-entity>
  </entity>
</fetch>
END;

What is the expected output? What do you see instead?
Should work fine, but we see the following Warnings:
Warning: No OptionSet handling for Type used by field OwnerIdType
Warning: No OptionSet handling for Type used by field CustomerIdType
Warning: OptionSet used by field CustomerIdType has a name clash with another 
OptionSet!
Warning: No OptionSet handling for Type used by field OwnerIdType

Please use labels and text to provide additional information.

What steps will reproduce the problem?
1. Create a FetchXML that includes a sub-entity
2. Alias the sub-entity to have the same name as a field in the parent Entity.

What is the expected output? What do you see instead?
Expect it to either fail if the entity types do not match, or work normally.
Actually, we get odd error messages.

Additional parameter on printDetails is needed to allow hiding NULL values for 
a more compact and readable display from retrieveMultiple

Currently, whenever a new DynamicsCRM2011_Entity Object is created, the 
definition of the Entity is fetched from the Server.

This means that if multiple Entities of the same type are created (for example, 
as planned for the RetriveMultiple request), the same request will be sent to 
the server multiple times, which a very large response to be parsed each time.

Instead, the ciritical properties of the Entity should be cached.  This Cache 
should be stored in the DynamicsCRM2011_Connector Object, as potentially two 
different connections to different servers could have different definitions of 
the same Entity.

After using cURL to fetch data from the Dynamics server, check the return status

In particular, cURL can timeout sometimes!

URL should be in the form:
http://myhost.com/ORGNAME/main.aspx?etn={ENTITYNAME}&pagetype=entityrecord&id={E
NTITYGUID}

See http://stackoverflow.com/questions/5899842/build-entity-form-url for 
reference!

Resource: Dynamics CRM 2011/DynamicsCRM2011_Connector.class.php
Location: line 777

Example XML:

<s:Envelope xmlns:s="http://www.w3.org/2003/05/soap-envelope" 
xmlns:a="http://www.w3.org/2005/08/addressing" 
xmlns:u="http://docs.oasis-open.org/wss/2004/01/oasis-200401-wss-wssecurity-util
ity-1.0.xsd">
    <s:Header>
        <a:Action s:mustUnderstand="1">http://schemas.microsoft.com/xrm/2011/Contracts/Services/IOrganizationService/Delete</a:Action>
        <a:ReplyTo>
            <a:Address>http://www.w3.org/2005/08/addressing/anonymous</a:Address>
        </a:ReplyTo>
        <a:To s:mustUnderstand="1">https://customerportaldev.aldata-solution.com/XRMServices/2011/Organization.svc</a:To>
        <o:Security s:mustUnderstand="1" xmlns:o="http://docs.oasis-open.org/wss/2004/01/oasis-200401-wss-wssecurity-secext-1.0.xsd">
            ...
        </o:Security>
    </s:Header>
    <s:Body>
        <Delete xmlns="http://schemas.microsoft.com/xrm/2011/Contracts/Services">
            <entityName>account</entityName>
            <id>8a7d7a68-6561-e111-b520-00155d021910</id>
        </Delete>
    </s:Body>
</s:Envelope>

Create should only be possible on an Entity with no ID.

Request, Update and Delete should only be possible on an Entity with a valid ID.
Further, the entityDomain should match the Connection being used for the 
activity.

This should be checked before sending any messages to the server.

Moving an Entity from one Server to another requires two actions:
* Clear the ID field
* Change the entityDomain field

OptionSet values are currently implemented as as stdClass

Instead, create an OptionSet class that can parse the OptionSet tag on the 
Entity schema and restrict to valid values

Too much personal information in the Demo data - this all needs to be 
anonymised!

Simple retrieveMultiple might be useful for performance reasons

What steps will reproduce the problem?
1. Create KBArticle entity
2. Cannot set StateCode directly
3. Need to implement SetStateKbArticleRequest

See 
http://msdn.microsoft.com/en-us/library/bb875985.aspx#_Retrieving_Data_from_Micr
osoft_CRM

What steps will reproduce the problem?
1. Use an Organisation URI like 
https://crmtest.company.com/XRMServices/2011/Discovery.svc, with an 
Organization Unique Name of "crmtest"
2. Entity URL will be generated as https://crm.company.com/crmtest/main.aspx?...

What is the expected output? What do you see instead?
Entity URL should be (in this case) https://crm.company.com/main.aspx?...

What steps will reproduce the problem?
1. Save a DynamicsCRM2011_Connector to a PHP Session
2. Try to restore it and use it
3. Error message, Node no longer valid

What is the expected output? What do you see instead?
Because the object contains DOM & SimpleXML, it is not safe to cache it in this 
way.
Instead, we need a new function to Cache the details of the current login, and 
a new constructor call that allows reloading the cache.

Currently, using the "retrieve" method returns a stdClass Object with 
properties for the Attributes of the Entity.

Instead, the retrieve method should generate a DynamicsCRM2011_Entity object of 
the appropriate type, which can then be used directly in Update requests, and 
other tasks.

hello i Want to fill in an option set, but i don't understand how to do.

for example i have 


    <select class="element select medium" id="Country" name="Country"> 
            <option value="" selected="selected"></option>
<option value="0" >Afghanistan</option>
<option value="1" >Albania</option>
<option value="2" >Algeria</option>

the value is the same value as my option set in the crm but it said me that i 
have to sayt it's a country type option set.

Where should i Set the otpion set Type ?

What steps will reproduce the problem?
1. Fetch details of an Account with accented characters in the name
2. Display in normal PHP code
3. Value is displayed incorrectly

What is the expected output? What do you see instead?
Should see: Suomen Lähikauppa Oy
Actually see: Suomen Lähikauppa Oy

A method is needed to override the "connection timeout" for the connector, in 
the case of slow-responding CRM systems

What steps will reproduce the problem?
1. Set up a correct DiscoveryURI
2. Use an invalid OrganizationUniqueName
3.

What is the expected output? What do you see instead?
Message should be "Could not find OrganizationService URI for the Organization 
<xxx>"
Instead, we get a notice reporting using of an invalid variable.

Add functionality to the DynamicsCRM2011_Connector to send a Create request to 
the server.

A Create message looks like this:

<s:Envelope xmlns:s="http://www.w3.org/2003/05/soap-envelope" 
xmlns:a="http://www.w3.org/2005/08/addressing" 
xmlns:u="http://docs.oasis-open.org/wss/2004/01/oasis-200401-wss-wssecurity-util
ity-1.0.xsd">
    <s:Header>
        <a:Action s:mustUnderstand="1">http://schemas.microsoft.com/xrm/2011/Contracts/Services/IOrganizationService/Create</a:Action>
        <a:ReplyTo>
            <a:Address>http://www.w3.org/2005/08/addressing/anonymous</a:Address>
        </a:ReplyTo>
        <a:To s:mustUnderstand="1">https://customerportaldev.aldata-solution.com/XRMServices/2011/Organization.svc</a:To>
        <o:Security s:mustUnderstand="1" xmlns:o="http://docs.oasis-open.org/wss/2004/01/oasis-200401-wss-wssecurity-secext-1.0.xsd">
            ...
        </o:Security>
    </s:Header>
    <s:Body>
        <Create xmlns="http://schemas.microsoft.com/xrm/2011/Contracts/Services">
            <entity xmlns:b="http://schemas.microsoft.com/xrm/2011/Contracts" xmlns:i="http://www.w3.org/2001/XMLSchema-instance">
                <b:Attributes xmlns:c="http://schemas.datacontract.org/2004/07/System.Collections.Generic">
                    <b:KeyValuePairOfstringanyType>
                        <c:key>name</c:key>
                        <c:value i:type="d:string" xmlns:d="http://www.w3.org/2001/XMLSchema">Fourth Coffee</c:value>
                    </b:KeyValuePairOfstringanyType>
                </b:Attributes>
                <b:EntityState i:nil="true"/>
                <b:FormattedValues xmlns:c="http://schemas.datacontract.org/2004/07/System.Collections.Generic"/>
                <b:Id>00000000-0000-0000-0000-000000000000</b:Id>
                <b:LogicalName>account</b:LogicalName>
                <b:RelatedEntities xmlns:c="http://schemas.datacontract.org/2004/07/System.Collections.Generic"/>
            </entity>
        </Create>
    </s:Body>
</s:Envelope>

The response from the server looks like this:

<s:Envelope xmlns:s="http://www.w3.org/2003/05/soap-envelope" 
xmlns:a="http://www.w3.org/2005/08/addressing" 
xmlns:u="http://docs.oasis-open.org/wss/2004/01/oasis-200401-wss-wssecurity-util
ity-1.0.xsd">
    <s:Header>
        <a:Action s:mustUnderstand="1">http://schemas.microsoft.com/xrm/2011/Contracts/Services/IOrganizationService/CreateResponse</a:Action>
        <a:RelatesTo>urn:uuid:af5c8672-0cb8-459c-8b4b-6622a0b40e9f</a:RelatesTo>
        <ActivityId CorrelationId="cf7de72a-a5dd-4297-a196-8463ebeba346" xmlns="http://schemas.microsoft.com/2004/09/ServiceModel/Diagnostics">00000000-0000-0000-0000-000000000000</ActivityId>
        <o:Security s:mustUnderstand="1" xmlns:o="http://docs.oasis-open.org/wss/2004/01/oasis-200401-wss-wssecurity-secext-1.0.xsd">
            <u:Timestamp u:Id="_0">
                <u:Created>2012-02-28T11:36:45.398Z</u:Created>
                <u:Expires>2012-02-28T11:41:45.398Z</u:Expires>
            </u:Timestamp>
        </o:Security>
    </s:Header>
    <s:Body>
        <CreateResponse xmlns="http://schemas.microsoft.com/xrm/2011/Contracts/Services">
            <CreateResult>bbe3847d-0062-e111-b520-00155d021910</CreateResult>
        </CreateResponse>
    </s:Body>
</s:Envelope>

What steps will reproduce the problem?
1. require_once 'PHPDynamics/DynamicsCRM2011.php';
2. $crmConnector = new DynamicsCRM2011_Connector(...);

What is the expected output? What do you see instead?
Should work fine
Actually, gives Class Not Found exception

Please use labels and text to provide additional information.

The RecordChangeHistoryResponse message includes a Paging Cookie element.

However, according to the SDK documentation, this is not implemented in the 
.NET class:
http://msdn.microsoft.com/en-us/library/microsoft.crm.sdk.messages.retrieverecor
dchangehistoryresponse.aspx

This suggests that these fields will never be used, and therefore can be 
discounted when sending the Request.

This needs to be confirmed before the related parameters can be removed from 
three functions:
* generateRetrieveRecordChangeHistoryRequest
* retrieveRecordChangeHistoryRaw
* retrieveRecordChangeHistory

Currently, there are several utility functions defined in the 
DynamicsCRM2011_Connector class.  

Unless these specifically relate to connecting to the server, they should be 
moved to the DynamicsCRM2011 class, so they can be used in any function on any 
other class in the project.

What steps will reproduce the problem?
1. Create a new Entity
2. Print the Entity details
3. URL is not shown

What is the expected output? What do you see instead?
Entity URL should be shown, based on the Connection used for "Create"

What steps will reproduce the problem?
1. Create a Query with a One-to-Many outer Join (e.g. Accounts, plus Incident 
Details)
2. Set the count to return less than the full set of data
3. Use retrieveMultiple with the "all pages" option

What is the expected output? What do you see instead?
The retrieveMultiple function goes into an infinite loop, because Microsoft 
Dynamics CRM 2011 does not return a PagingCookie in this situation, but still 
returns the "MoreRecords" flag.

The function should either throw an exception, or handle this by faking the 
PagingCookie...

The field "Description" on an "Incident" is of type "memo".  This type appears 
to need special handling in a "Create" message at least.

[Sender] The formatter threw an exception while trying to deserialize the 
message: There was an error while trying to deserialize parameter 
http://schemas.microsoft.com/xrm/2011/Contracts/Services:entity. The 
InnerException message was 'Error in line 1 position 13225. Element 
'http://schemas.datacontract.org/2004/07/System.Collections.Generic:value' 
contains data from a type that maps to the name 
'http://www.w3.org/2001/XMLSchema:memo'. The deserializer has no knowledge of 
any type that maps to this name. Consider changing the implementation of the 
ResolveName method on your DataContractResolver to return a non-null value for 
name 'memo' and namespace 'http://www.w3.org/2001/XMLSchema'.'.  Please see 
InnerException for more details.

What steps will reproduce the problem?
1. Fetch around 1000 Incident entities

What is the expected output? What do you see instead?
Expect to be able to do this easily.
Actually, PHP uses over 250MB of memory for this.

Issue is down to repeated replication of entity definitions.

What steps will reproduce the problem?
1. Fetch details of an Entity with a boolean field
2. use printDetails

What is the expected output? What do you see instead?
Boolean should print once, it prints twice, once as "TRUE", once as "1".

What steps will reproduce the problem?
1. Get a "kbarticle" entity
2. Use printDetails() method
3. Fields LanguageCode and FileSize cannot be printed

What is the expected output? What do you see instead?
Integer should be handled as a built-in type

The Entity __toString function currently returns just the Entity Type and ID.

If present, it should also return the Display Name.

Release Version 1.0.0, and send this to primary users

Notes on SVN Release Process: 
http://ariejan.net/2006/11/21/svn-how-to-release-software-properly
(to be added to Project Wiki!)

The process of connecting to Microsoft Dynamics CRM 2011 is a two step process:
* We first connect to the Discovery Service, and find what Organisations are 
available
* Later, we connect to the chosen Organization Service to run our selected 
queries & updates

The WSDL is separate for each service, therefore it seems theoretically 
possible that they use separate Authentication methods, and therefore different 
login details could be required.
At present, only Federation security is supported, and 
DynamicsCRM2011_Connector class checks the security method for both services to 
ensure that Federation Security is used - but only one set of login details can 
be supplied to the Connector.

Ideally, research is needed to determine if it's really possible to have 
separate Authentication Methods (if not, we could skip parsing the Organization 
Service WSDL), and if it's really possible to have separate login details for 
each Service.

If it is possible, then all references to 
DynamicsCRM2011_Connector::security['username'] and ['password'] would need to 
be separated for each Service, and new functions would be needed to supply 
these details to the Connector.

The checkMandatories function needs to consider if the field is a property of 
another field, as well as if it is Editable, before considering it a failed 
check.

Needs to be more detailed than __toString, and simpler than var_dump.
One extra parameter - Recursive
 - if True, then call the same function for any properties that are themselves Entities
 - if False, just use __toString

Currently, class loading is done manually using "require_once", and listing 
each file in the DynamicsCRM2011.php file.

Instead, this should be done using an automatic class loader:
http://www.php.net/manual/en/function.spl-autoload-register.php

Each php file in the project should require_once just the main 
DynamicsCRM2011.php file.