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Integrating BizTalk Server 2010 and Microsoft Dynamics CRM : Communicating from BizTalk Server to Dynamics CRM (part 2) - Configuring the BizTalk endpoints

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3/29/2013 4:37:08 PM
Configuring the BizTalk endpoints

In this part of the exercise, we will configure the BizTalk messaging ports that receive the query request, call Dynamics CRM 2011, transform the response message, and emit the canonical Customer message to disk via a FILE adapter.

  1. Open the BizTalk Administration Console and find the Chapter3 application.

  2. Add a new Receive Port (Chapter3.PickupCustomerQuery) and Receive Location (Chapter3.PickupCustomerQuery.FILE) to the application which will pick up a "query request" message from the file system.

  3. Right-click the Chapter3 application and choose Import and then Bindings. Point to the OrganizationService_Custom.BindingInfo.xml binding file that was generated by referencing the Dynamics CRM web service and now sits inside the BizTalk project in Visual Studio. When the import is complete, a new send port is displayed.

  4. Double-click the new send port to observe its settings. Notice that it uses the WCF-Custom adapter and applies a custom WCF binding. The service is called using the credentials of the send port's host instance, so we do not need to add credentials to the send port itself.

  5. Add a new send port that will emit Dynamics CRM response message. This one-way send port uses the FILE adapter and sends a message to the file system.

  6. With the messaging ports in place, we now bind the orchestration to these ports. View the Orchestrations folder in the Chapter3 application and double-click the QueryCrmCustomer orchestration.

  7. Bind the orchestration to the host, the newly created receive port, the generated send port, and the FILE send port.

  8. Start the receive location, send port, and orchestration.

We now have a channel for picking up the "query" message, a send port that calls Dynamics CRM 2011, and a send port that sends out the service result.

Recall that the primary field in the query message into Dynamics CRM is the ID of the record. Therefore, an XML instance is needed for the Customer message with only the ID value populated.

  1. Navigate to your Dynamics CRM 2011 instance and open up the customer record you wish to query. Look at the address in your browser and retrieve the record's GUID and remove the URL encoding.

  2. Add the record ID to the ID field of the generated instance of a Customer_XML message.

  3. Copy the XML instance file to the folder being polled by the BizTalk receive location.

  4. Observe the file folder where the send port transmits the final message. We should see a message containing the values from Dynamics CRM formatted in the Customer_XML message&;.

What we saw here was how to create mappings to the Dynamics CRM "retrieve" message, how to put the unstructured results of that query into a structured format, and how to set up the BizTalk components necessary to route and invoke the request. Next up, we will see how to add records to Dynamics CRM from BizTalk Server.

Adding New Records to Dynamics CRM from BizTalk Server
We have already seen how the untyped schemas associated with the Dynamics CRM 2011 SOAP endpoint can make mapping a challenge. Specifically, we just saw how to take the untyped message from DynamicsCRM and convert it to a structured, canonical schema. But what about taking a canonical schema and mapping it to an untyped message? In this exercise, we will take the Customer_XML message and map it to the Dynamics CRM Create message and add a record to our DynamicsCRM instance.
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