CRM-- XI-- Webservice

Hi Gurus,
We have a scenario where we need to change or update the customer details from CRM and the same data is changed in the legacy system.
To achieve this we have pre-existing webservices at the receiver side which will update the legacy system tables.
For the sender side we have identified a function module BUPA_OUTBOUND_MAIN which will be used to pass data to XI.
This BUPA_OUTBOUND_MAIN function module has proxy code within it. We are unable to import this functional module to XI as it is not remote enabled. Without importing we will not be able to do the mapping and will not be able to generate proxy.
Can anyone suggest how to achieve this scenario using this function module.
Thanks.
Krishnan

hi,
>>>How do we use standard abap proxy. We are unable to import the BUPA_OUTBOUND_MAIN so we will not be able to
proxy is already generated you jut need to import XI content for business partner
from service.sap.com
>>>>Can you please suggest the IDOC for the sending the Business Partner.
at first you need to get familirized with sending IDOCs from CRM
if you just go though CRM550 course you will know everything
if not I suggest getting some help from XI consultants with CRM knowledge
as CRM middleware is not R3 ALE
Regards,
michal
<a href="/people/michal.krawczyk2/blog/2005/06/28/xipi-faq-frequently-asked-questions"><b>XI / PI FAQ - Frequently Asked Questions</b></a>

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<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">
<html xmlns="http://www.w3.org/1999/xhtml">
<head>
<title></title>
<script type="text/javascript">
var Xrm;
if (window.opener) { Xrm = window.opener.Xrm; }
else if (window.parent) { Xrm = window.parent.Xrm; }
function getReportingSession() {
var reportName = "Quotation_Report"; //set this to the report you are trying to download
var reportId = "7C39D18F-1DC6-E311-8986-D89D6765B238"; //set this to the guid of the report you are trying to download
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// recordid = recordid.substring(1, 37); //getting rid of curly brackets
alert(recordid);
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retrieveEntityReq.open("POST", pth, false);
retrieveEntityReq.setRequestHeader("Accept", "*/*");
retrieveEntityReq.setRequestHeader("Content-Type", "application/x-www-form-urlencoded");
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var ret = new Array();
ret[0] = retrieveEntityReq.responseText.substr(x + 14, retrieveEntityReq.responseText.indexOf("&", x) - x - 14); //the session id
x = retrieveEntityReq.responseText.indexOf("ControlID=");
ret[1] = retrieveEntityReq.responseText.substr(x + 10, retrieveEntityReq.responseText.indexOf("&", x) - x - 10); //the control id
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var jsonEntity = JSON.stringify(ent);
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createEntityReq.setRequestHeader("Accept", "application/json");
createEntityReq.setRequestHeader("Content-Type", "application/json; charset=utf-8");
createEntityReq.send(jsonEntity);
var newEntity = JSON.parse(createEntityReq.responseText).d;
alert("new entity" + newEntity);
return newEntity;
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alert("recordid " + recordid);
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" xmlns:xsi='http://www.w3.org/2001/XMLSchema-instance'" +
" xmlns:xsd='http://www.w3.org/2001/XMLSchema'>" +
"<soap:Header>" +
"</soap:Header>" +
"<soap:Body>" +
"<Create xmlns='http://schemas.microsoft.com/crm/2007/WebServices'>" +
"<entity xsi:type='email'>" +
"<regardingobjectid type='quote'>" + recordid + "</regardingobjectid>" +
"<subject>" + "Email with Attachment4" + "</subject>" +
"</entity>" +
"</Create>" +
"</soap:Body>" +
"</soap:Envelope>";
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var xHReq = new ActiveXObject("Msxml2.XMLHTTP");
xHReq.Open("POST", "/mscrmservices/2007/CrmService.asmx", false);
xHReq.setRequestHeader("SOAPAction", "http://schemas.microsoft.com/crm/2007/WebServices/Create");
xHReq.setRequestHeader("Content-Type", "text/xml; charset=utf-8");
xHReq.setRequestHeader("Content-Length", xml.length);
xHReq.send(xml);
// Capture the result
var resultXml = xHReq.responseXML;
// alert("resultXml " + resultXml);
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var errorCount = resultXml.selectNodes('//error').length;
if (errorCount != 0) {
alert("ERROR");
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alert(msg);
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alert("emailid" + emailid.toString());
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var email = new Array();
email[0] =new Object();
email[0].id = emailid;
email[0].entityType ='email';
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post.AttachmentNumber = 1;
post.FileName ="Report.pdf";
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post.ObjectId.Id = email[0].id;
post.ObjectTypeCode ="email";
alert(post.ObjectId.Id);
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Id: Xrm.Page.data.entity.getId(), //Get the current entity Id , here OrderId
LogicalName: Xrm.Page.data.entity.getEntityName()//Get the current entity name, here it will be “salesOrder”
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SDK.JScriptRESTDataOperations.Create(email, "Email", EmailCallBack, function (error) { alert(error.message); });
// Email Call Back function
function EmailCallBack(result) {
email = result; // Set the email to result to use it later in email attachment for retrieving activity Id
var activityPartyFrom = new Object();
// Set the From party of the ActivityParty to relate an entity with Email From field
activityPartyFrom.PartyId = {
Id: customerId, // id of entity you want to associate this activity with.
LogicalName: "contact"
// Set the "activity" of the ActivityParty
activityPartyFrom.ActivityId = {
Id: result.ActivityId,
LogicalName: "email"
// Now set the participation type that describes the role of the party on the activity).
activityPartyFrom.ParticipationTypeMask = { Value: 2 }; // 2 means ToRecipients
// Create the from ActivityParty for the email
SDK.JScriptRESTDataOperations.Create(activityPartyFrom, "ActivityParty", ActivityPartyFromCallBack, function (error) { alert(error.message); });
var activityPartyTo = new Object();
// Set the From party of the ActivityParty to relate an entity with Email From field
activityPartyTo.PartyId = {
Id: ownerId, // id of entity you want to associate this activity with.
LogicalName: "systemuser"
// Set the "activity" of the ActivityParty
activityPartyTo.ActivityId = {
Id: result.ActivityId,
LogicalName: "email"
// Now set the participation type that describes the role of the party on the activity). activityPartyTo.ParticipationTypeMask = { Value: 1 }; // 1 means Sender
// Create the from ActivityParty
SDK.JScriptRESTDataOperations.Create(activityPartyTo, "ActivityParty", ActivityPartyToCallBack, function (error) { alert(error.message); });
//ActivityParty From Callback
function ActivityPartyFromCallBack(result) {
//ActivityParty To Callback
function ActivityPartyToCallBack(result) {
var StringMaker = function () {
this.parts = [];
this.length = 0;
this.append = function (s) {
this.parts.push(s);
this.length += s.length;
this.prepend = function (s) {
this.parts.unshift(s);
this.length += s.length;
this.toString = function () {
return this.parts.join('');
var keyStr = "ABCDEFGHIJKLMNOPQRSTUVWXYZabcdefghijklmnopqrstuvwxyz0123456789+/=";
function encode64(input) {
var output = new StringMaker();
var chr1, chr2, chr3;
var enc1, enc2, enc3, enc4;
var i = 0;
while (i < input.length) {
chr1 = input[i++];
chr2 = input[i++];
chr3 = input[i++];
enc1 = chr1 >> 2;
enc2 = ((chr1 & 3) << 4) | (chr2 >> 4);
enc3 = ((chr2 & 15) << 2) | (chr3 >> 6);
enc4 = chr3 & 63;
if (isNaN(chr2)) {
enc3 = enc4 = 64;
else if (isNaN(chr3)) {
enc4 = 64;
output.append(keyStr.charAt(enc1) + keyStr.charAt(enc2) + keyStr.charAt(enc3) + keyStr.charAt(enc4));
return output.toString();
var bdy = new Array();
var bdyLen = 0;
function concat2Bdy(x) {
bdy[bdyLen] = x;
bdyLen++;
function encodePdf(params) {
bdy = new Array();
bdyLen = 0;
var retrieveEntityReq = new XMLHttpRequest();
var pth = Xrm.Page.context.getServerUrl() + "/Reserved.ReportViewerWebControl.axd?ReportSession=" + params[0] + "&Culture=1033&CultureOverrides=True&UICulture=1033&UICultureOverrides=True&ReportStack=1&ControlID=" + params[1] + "&OpType=Export&FileName=Public&ContentDisposition=OnlyHtmlInline&Format=PDF";
retrieveEntityReq.open("GET", pth, false);
retrieveEntityReq.setRequestHeader("Accept", "*/*");
retrieveEntityReq.send();
BinaryToArray(retrieveEntityReq.responseBody);
return encode64(bdy);
</SCRIPT>
<SCRIPT type=text/vbscript>
Function BinaryToArray(Binary)
Dim i
ReDim byteArray(LenB(Binary))
For i = 1 To LenB(Binary)
byteArray(i-1) = AscB(MidB(Binary, i, 1))
concat2Bdy(AscB(MidB(Binary, i, 1)))
Next
BinaryToArray = byteArray
End Function
</SCRIPT>
</head>
<body>
<input type="button" onclick="createAttachment();" value="Attach Report" />
</body>
</html>
Thanks. and waiting for your valuable comments.
- Mittal

Hello,
Yes, I was able to make my code working as below. Tested on CRM online 2013.
<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">
<html xmlns="http://www.w3.org/1999/xhtml">
<head>
<title></title>
<script src="https://ajax.googleapis.com/ajax/libs/jquery/1.4.1/jquery.min.js"></script>
<script type="text/javascript">
if (typeof (SDK) == "undefined")
{ SDK = { __namespace: true }; }
SDK.JScriptRESTDataOperations = {
_context: function () {
if (typeof GetGlobalContext != "undefined")
{ return GetGlobalContext(); }
else {
if (typeof Xrm != "undefined") {
return Xrm.Page.context;
else { return new Error("Context is not available."); }
_getServerUrl: function () {
var serverUrl = this._context().getServerUrl()
if (serverUrl.match(/\/$/)) {
serverUrl = serverUrl.substring(0, serverUrl.length - 1);
return serverUrl;
_ODataPath: function () {
return this._getServerUrl() + "/XRMServices/2011/OrganizationData.svc/";
_errorHandler: function (req) {
return new Error("Error : " +
req.status + ": " +
req.statusText + ": " +
JSON.parse(req.responseText).error.message.value);
_dateReviver: function (key, value) {
var a;
if (typeof value === 'string') {
a = /Date$([-+]?\d+)$/.exec(value);
if (a) {
return new Date(parseInt(value.replace("/Date(", "").replace(")/", ""), 10));
return value;
Create: function (object, type, successCallback, errorCallback) {
var req = new XMLHttpRequest();
req.open("POST", this._ODataPath() + type + "Set", true);
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.onreadystatechange = function () {
if (this.readyState == 4 /* complete */) {
if (this.status == 201) {
successCallback(JSON.parse(this.responseText, SDK.JScriptRESTDataOperations._dateReviver).d);
else {
errorCallback(SDK.JScriptRESTDataOperations._errorHandler(this));
req.send(JSON.stringify(object));
Retrieve: function (id, type, successCallback, errorCallback) {
var req = new XMLHttpRequest();
req.open("GET", this._ODataPath() + type + "Set(guid'" + id + "')", true);
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.onreadystatechange = function () {
if (this.readyState == 4 /* complete */) {
if (this.status == 200) {
successCallback(JSON.parse(this.responseText, SDK.JScriptRESTDataOperations._dateReviver).d);
else {
errorCallback(SDK.JScriptRESTDataOperations._errorHandler(this));
req.send();
Update: function (id, object, type, successCallback, errorCallback) {
var req = new XMLHttpRequest();
req.open("POST", this._ODataPath() + type + "Set(guid'" + id + "')", true);
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.setRequestHeader("X-HTTP-Method", "MERGE");
req.onreadystatechange = function () {
if (this.readyState == 4 /* complete */) {
if (this.status == 204 || this.status == 1223) {
successCallback();
else {
errorCallback(SDK.JScriptRESTDataOperations._errorHandler(this));
req.send(JSON.stringify(object));
Delete: function (id, type, successCallback, errorCallback) {
var req = new XMLHttpRequest();
req.open("POST", this._ODataPath() + type + "Set(guid'" + id + "')", true);
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.setRequestHeader("X-HTTP-Method", "DELETE");
req.onreadystatechange = function () {
if (this.readyState == 4 /* complete */) {
if (this.status == 204 || this.status == 1223) {
successCallback();
else {
errorCallback(SDK.JScriptRESTDataOperations._errorHandler(this));
req.send();
RetrieveMultiple: function (type, filter, successCallback, errorCallback) {
if (filter != null) {
filter = "?" + filter;
else { filter = ""; }
var req = new XMLHttpRequest();
req.open("GET", this._ODataPath() + type + "Set" + filter, true);
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.onreadystatechange = function () {
if (this.readyState == 4 /* complete */) {
if (this.status == 200) {
successCallback(JSON.parse(this.responseText, SDK.JScriptRESTDataOperations._dateReviver).d.results);
else {
errorCallback(SDK.JScriptRESTDataOperations._errorHandler(this));
req.send();
__namespace: true
</script>
<script type="text/javascript">
//Create Email and link it with Order as Regarding field
var Xrm;
var email = new Object();
var ownerID = "";
var CustomerId = "";
if (window.opener) { Xrm = window.opener.Xrm; }
else if (window.parent) { Xrm = window.parent.Xrm; }
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var owner = Xrm.Page.getAttribute("ownerid").getValue();
ownerID = owner[0].id;
var ownerName = owner[0].name;
var entityType = owner[0].entityType;
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req.open("GET", oDataSelect, false);
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json;charset=utf-8");
req.onreadystatechange = function () {
if (req.readyState === 4) {
if (req.status === 200) {
var retrieved = JSON.parse(req.responseText).d;
CustomerId = retrieved.PrimaryContactId.Id;
else {
alert(this.statusText);
req.send();
function CreateEmail() {
GetOwnerID();
email.Subject = "Email with Report Attachment";
//Set The current order as the Regarding object
email.RegardingObjectId = {
Id: Xrm.Page.data.entity.getId(), //Get the current entity Id , here OrderId
LogicalName: Xrm.Page.data.entity.getEntityName()//Get the current entity name, here it will be “salesOrder”
//Create Email Activity
SDK.JScriptRESTDataOperations.Create(email, "Email", EmailCallBack, function (error) { alert(error.message); });
// Email Call Back function
function EmailCallBack(result) {
email = result; // Set the email to result to use it later in email attachment for retrieving activity Id
var activityPartyFrom = new Object();
// Set the From party of the ActivityParty to relate an entity with Email From field
activityPartyFrom.PartyId = {
Id: CustomerId, //"79EBDD26-FDBE-E311-8986-D89D6765B238", // id of entity you want to associate this activity with.
LogicalName: "contact"
// Set the "activity" of the ActivityParty
activityPartyFrom.ActivityId = {
Id: result.ActivityId,
LogicalName: "email"
// Now set the participation type that describes the role of the party on the activity).
activityPartyFrom.ParticipationTypeMask = { Value: 2 }; // 2 means ToRecipients
// Create the from ActivityParty for the email
SDK.JScriptRESTDataOperations.Create(activityPartyFrom, "ActivityParty", ActivityPartyFromCallBack, function (error) { alert(error.message); });
var activityPartyTo = new Object();
// Set the From party of the ActivityParty to relate an entity with Email From field
activityPartyTo.PartyId = {
Id: ownerID, //"79EBDD26-FDBE-E311-8986-D89D6765B238", // id of entity you want to associate this activity with.
LogicalName: "systemuser"
// Set the "activity" of the ActivityParty
activityPartyTo.ActivityId = {
Id: result.ActivityId,
LogicalName: "email"
// Now set the participation type that describes the role of the party on the activity).
activityPartyTo.ParticipationTypeMask = { Value: 1 }; // 1 means Sender
// Create the from ActivityParty
SDK.JScriptRESTDataOperations.Create(activityPartyTo, "ActivityParty", ActivityPartyToCallBack, function (error) { alert(error.message); });
//ActivityParty From Callback
function ActivityPartyFromCallBack(result) {
//ActivityParty To Callback
function ActivityPartyToCallBack(result) {
GetReportId('Quotation');
//Create attachment for the created email
function CreateEmailAttachment() {
//get reporting session and use the params to convert a report in PDF
var params = getReportingSession();
//Email attachment parameters
var activitymimeattachment = Object();
activitymimeattachment.ObjectId = Object();
activitymimeattachment.ObjectId.LogicalName = "email";
activitymimeattachment.ObjectId.Id = email.ActivityId;
activitymimeattachment.ObjectTypeCode = "email",
activitymimeattachment.Subject = "File Attachment";
activitymimeattachment.Body = encodePdf(params);
activitymimeattachment.FileName = "Report.pdf";
activitymimeattachment.MimeType = "application/pdf";
//Attachment call
SDK.JScriptRESTDataOperations.Create(activitymimeattachment, "ActivityMimeAttachment", ActivityMimeAttachmentCallBack, function (error) { alert(error.message); });
//ActivityMimeAttachment CallBack function
function ActivityMimeAttachmentCallBack(result) {
var features = "location=no,menubar=no,status=no,toolbar=no,resizable=yes";
var width = "800px";
var height = "600px";
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var oDataSetName = "ReportSet";
var columns = "ReportId";
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retrieveMultiple(oDataSetName, columns, filter, onSuccess);
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var serverUrl = Xrm.Page.context.getServerUrl();
var ODATA_ENDPOINT = "/XRMServices/2011/OrganizationData.svc";
var odataUri = serverUrl + ODATA_ENDPOINT + "/" + odataSetName + "?";
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if (filter) {
odataUri += "$filter=" + filter;
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type: "GET",
contentType: "application/json; charset=utf-8",
datatype: "json",
url: odataUri,
beforeSend: function (XMLHttpRequest) {
XMLHttpRequest.setRequestHeader("Accept", "application/json");
success: function (data) {
if (successCallback) {
if (data && data.d && data.d.results) {
successCallback(data.d.results);
else if (data && data.d) {
successCallback(data.d);
else {
successCallback(data);
error: function (XmlHttpRequest, errorThrown) {
if (XmlHttpRequest && XmlHttpRequest.responseText) {
alert("Error while retrieval ; Error – " + XmlHttpRequest.responseText);
function onSuccess(data) {
reportId = data[0].ReportId.replace('{', ").replace('}', ");
CreateEmailAttachment(); // Create Email Attachment
//Gets the report contents
function getReportingSession() {
var pth = Xrm.Page.context.getServerUrl() + "/CRMReports/rsviewer/reportviewer.aspx";
var retrieveEntityReq = new XMLHttpRequest();
var Id = Xrm.Page.data.entity.getId();
var quotationGUID = Id.replace('{', ""); //set this to selected quotation GUID
quotationGUID = quotationGUID.replace('}', "");
var reportName = "Quotation"; //set this to the report you are trying to download
var reportID = "7C39D18F-1DC6-E311-8986-D89D6765B238"; //set this to the guid of the report you are trying to download
var rptPathString = ""; //set this to the CRMF_Filtered parameter
var strParameterXML = "<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'><entity name='quote'><all-attributes /><filter type='and'><condition attribute='quoteid' operator='eq' uitype='quote' value='" + quotationGUID + "' /> </filter></entity></fetch>";
retrieveEntityReq.open("POST", pth, false);
retrieveEntityReq.setRequestHeader("Accept", "*/*");
retrieveEntityReq.setRequestHeader("Content-Type", "application/x-www-form-urlencoded");
rptPathString = "id=%7B" + reportID + "%7D&uniquename=" + Xrm.Page.context.getOrgUniqueName() + "&iscustomreport=true&reportnameonsrs=&reportName=" +
reportName + "&isScheduledReport=false&p:CRMAF_Filteredquote=" + strParameterXML;
//remove the part starting from &p:salesorderid if your report has no parameters
retrieveEntityReq.send(rptPathString);
var x = retrieveEntityReq.responseText.indexOf("ReportSession=");
var ret = new Array();
ret[0] = retrieveEntityReq.responseText.substr(x + 14, retrieveEntityReq.responseText.indexOf("&", x) - x - 14); //the session id
x = retrieveEntityReq.responseText.indexOf("ControlID=");
ret[1] = retrieveEntityReq.responseText.substr(x + 10, retrieveEntityReq.responseText.indexOf("&", x) - x - 10); //the control id
return ret;
var bdy = new Array();
var bdyLen = 0;
function concat2Bdy(x) {
bdy[bdyLen] = x;
bdyLen++;
function encodePdf(params) {
bdy = new Array();
bdyLen = 0;
var retrieveEntityReq = new XMLHttpRequest();
var pth = Xrm.Page.context.getServerUrl() + "/Reserved.ReportViewerWebControl.axd?ReportSession=" + params[0] +
"&Culture=1033&CultureOverrides=True&UICulture=1033&UICultureOverrides=True&ReportStack=1&ControlID=" + params[1] +
"&OpType=Export&FileName=Public&ContentDisposition=OnlyHtmlInline&Format=PDF";
retrieveEntityReq.open("GET", pth, false);
retrieveEntityReq.setRequestHeader("Accept", "*/*");
retrieveEntityReq.send();
BinaryToArray(retrieveEntityReq.responseBody);
return encode64(bdy);
var StringMaker = function () {
this.parts = [];
this.length = 0;
this.append = function (s) {
this.parts.push(s);
this.length += s.length;
this.prepend = function (s) {
this.parts.unshift(s);
this.length += s.length;
this.toString = function () {
return this.parts.join('');
var keyStr = "ABCDEFGHIJKLMNOPQRSTUVWXYZabcdefghijklmnopqrstuvwxyz0123456789+/=";
function encode64(input) {
var output = new StringMaker();
var chr1, chr2, chr3;
var enc1, enc2, enc3, enc4;
var i = 0;
while (i < input.length) {
chr1 = input[i++];
chr2 = input[i++];
chr3 = input[i++];
enc1 = chr1 >> 2;
enc2 = ((chr1 & 3) << 4) | (chr2 >> 4);
enc3 = ((chr2 & 15) << 2) | (chr3 >> 6);
enc4 = chr3 & 63;
if (isNaN(chr2)) {
enc3 = enc4 = 64;
} else if (isNaN(chr3)) {
enc4 = 64;
output.append(keyStr.charAt(enc1) + keyStr.charAt(enc2) + keyStr.charAt(enc3) + keyStr.charAt(enc4));
return output.toString();
</script>
<script type="text/vbscript">
Function BinaryToArray(Binary)
Dim i
ReDim byteArray(LenB(Binary))
For i = 1 To LenB(Binary)
byteArray(i-1) = AscB(MidB(Binary, i, 1))
concat2Bdy(AscB(MidB(Binary, i, 1)))
Next
BinaryToArray = byteArray
End Function
</script>
</head>
<body>
<input type="button" onclick="CreateEmail();" value="Attach Report" />
</body>
</html>
Thank you,
Mittal.

CRM Funtion Module to update customer

Hi,
My scenario is CRM>XI>Webservice (Async). The customer has their own home grown legacy system where they maintain the customer data (master & transactional).
CRM IC Webclient is used as front end. There is a minimal amount of data that has been replicated from the legacy to CRM system like the customer info and etc. The user will change the CustomerName & Address in the CRM system and upon submit it has to go via XI and call a pre-existing webservice which inturn will update the customer system.
As we want to accomplish this scenario out-of-the-box are there any standard IDOCs or RFCs or BAPIs available in the CRM system. If so please give the name of the module.
Thanks in advance.
Krishnan

Hi Krishnan,
As you are saying that you have XI adaptor configured, please make necessary configuration and developments in XI.
1 Create proper data type in XI which holds the same input common between XI and CRM.
2 assign data type to message type in XI.
3 assign message type interface type in XI.
4.Configure and open the communication channels between XI and CRM.
All these things shud be done at XI side and preferably an XI resource would do this.
Once this is done or already done, you will have a proxy associated to this particular interface in CRM ...Inside this proxy you will have to develop and built this proxy( write the code for calling FM CRMXIF_PARTNER_SAVE) which will be triggered to XI as an output message.
Siva

Hosting and scheduling a webservice code

Hi
I need to write code that will generate tasks in Oracle CRM On Demand for new opportunities. Workflow is not sufficient for this specific job, so I am thinking of a webservice that will login every X minutes, collect the relevant data and will create the necessary tasks (activities) accordingly. Assuming we can handle the syntax, we are still not sure about the best way to host this code and how to schedule it. Any recommendations?
Thanks,
Boaz

Hi !
This task has to be developed with CRM OnDemand WebServices, whatever the technology (PHP, Java, .NET...). And you'll have to host this kind of program somewhere in your information system. Then, with the Windows OS, just create a new Scheduled Task thqt will run your program when you want. With Mac OS, you'll have to use cron jobs.
Your program will look like :
1 - CRMOD login
2 - OpportunityQueryPage with your parameters
3 - For each opportunity, ActivityInsert with your parameters
4 - CRMOD logoff
Hope this will help, feel free to ask more !
Max

CRM Genesys CAD Query

Hi All,
We have a CRM 7.0 Genesys CTI/IVR collecting CAD data e.g Contract Number.
Based on the contract number we want the CTI to authenticate the caller eg by asking the PIN and veryfiying this against the stored PIN in CRM.
How do I go about doing this? If you can provide detailed steps that will be much appreciated.
Regards
Sam

Hi Sam,
Lets take this process step by step.
Step 1. A caller calls and the call lands onto IVRS.
Step 2. The caller is asked set of question on IVRS. say he is asked to enter Contract number.
Step 3. The IVRS may ask to enter the PIN.
UPTIL NOW ALL INFORMATION IS PRESENT ON IVRS NOT ON GENESYS.
As Genesys is only connecting IVRS+Contact center to SAP CRM IC. So no CAD comes into picture.
Step 4. in CRM a webservice can be created and provided to IVRS application to consume it.
This webservice will have input parameter here in your case as Contract number and PIN.
And return parameters as 0 or 1 which may be understood by IVRS application as Valid or Invalid.
This webservice hits CRM system with input parameters, process the information recieved as input and provides a return parameter
which is used by IVRS.
Step 5. The IVRS system once gets this response will know the whether the contract id and PIN are valid. So it can announce to the caller if the indormation entered is not correct or pass the information to genesys and further to CRM Ic agent.
ALTERNATIVELY..
You can have a Database maintained at IVRS level. Such that this data base will be updated daily batch by CRM for new contract ids and PINS.
So the IVRS application can query in this database and validate the contract id and PIN data.
This process will be more quicker and efficient if handling large data.
Hope this helps you.
Cheers,
Vivek

Binding very complex XML data in DataGrid

So here is an Xml i retrieve from webservice. And as you can
see it uses namespaces and so on... So there ar some
<q1:StatusOption> tags in here, and i need their props to be
bind in DataGrid with columns OptionValue, Description, State...
I've tried many ways but with no success. Please help! And if it's
possible without arrays. Thanks.
<RetrieveAttributeMetadataResponse xmlns:xsi="
http://www.w3.org/2001/XMLSchema-instance"
xmlns:xsd="
http://www.w3.org/2001/XMLSchema"
xmlns:soap="
http://schemas.xmlsoap.org/soap/envelope/"
xmlns="
http://schemas.microsoft.com/crm/2006/WebServices">
<RetrieveAttributeMetadataResult
xsi:type="q1:StatusAttributeMetadata" xmlns:q1="
http://schemas.microsoft.com/crm/2006/Metadata">
<q1:Name>statuscode</q1:Name>
<q1:Type>Status</q1:Type>
<q1:DisplayName>Status</q1:DisplayName>
<q1:Description>Reason for the status of the
contact.</q1:Description>
<q1:IsCustomField>false</q1:IsCustomField>
<q1:RequiredLevel>None</q1:RequiredLevel>
<q1:DefaultValue
xsi:type="xsd:int">-1</q1:DefaultValue>
<q1:ValidForCreate>true</q1:ValidForCreate>
<q1:ValidForRead>true</q1:ValidForRead>
<q1:ValidForUpdate>true</q1:ValidForUpdate>
<q1:DisplayMask>ValidForAdvancedFind ValidForForm
ValidForGrid</q1:DisplayMask>
<q1:NextValue>3</q1:NextValue>
<q1:Options>
<q1:StatusOption>
<q1:OptionValue>1</q1:OptionValue>
<q1:Description>Active</q1:Description>
<q1:State>0</q1:State>
</q1:StatusOption>
<q1:StatusOption>
<q1:OptionValue>2</q1:OptionValue>
<q1:Description>Not active</q1:Description>
<q1:State>1</q1:State>
</q1:StatusOption>
</q1:Options>
</RetrieveAttributeMetadataResult>
</RetrieveAttributeMetadataResponse>

I found an answer on the other forum. Check this out :)
<?xml version="1.0" encoding="utf-8"?>
<mx:Application xmlns:mx="
http://www.adobe.com/2006/mxml"
layout="absolute" creationComplete="onCreationComplete()">
<mx:Script>
<![CDATA[
private var myxml:XML =
<RetrieveAttributeMetadataResponse xmlns:xsi="
http://www.w3.org/2001/XMLSchema-instance"
xmlns:xsd="
http://www.w3.org/2001/XMLSchema"
xmlns:soap="
http://schemas.xmlsoap.org/soap/envelope/"
xmlns="
http://schemas.microsoft.com/crm/2006/WebServices">
<RetrieveAttributeMetadataResult
xsi:type="q1:StatusAttributeMetadata" xmlns:q1="
http://schemas.microsoft.com/crm/2006/Metadata">
<q1:Name>statuscode</q1:Name>
<q1:Type>Status</q1:Type>
<q1:DisplayName>Status</q1:DisplayName>
<q1:Description>Reason for the status of the
contact.</q1:Description>
<q1:IsCustomField>false</q1:IsCustomField>
<q1:RequiredLevel>None</q1:RequiredLevel>
<q1:DefaultValue
xsi:type="xsd:int">-1</q1:DefaultValue>
<q1:ValidForCreate>true</q1:ValidForCreate>
<q1:ValidForRead>true</q1:ValidForRead>
<q1:ValidForUpdate>true</q1:ValidForUpdate>
<q1:DisplayMask>ValidForAdvancedFind ValidForForm
ValidForGrid</q1:DisplayMask>
<q1:NextValue>3</q1:NextValue>
<q1:Options>
<q1:StatusOption>
<q1:OptionValue>1</q1:OptionValue>
<q1:Description>Active</q1:Description>
<q1:State>0</q1:State>
</q1:StatusOption>
<q1:StatusOption>
<q1:OptionValue>2</q1:OptionValue>
<q1:Description>Not active</q1:Description>
<q1:State>1</q1:State>
</q1:StatusOption>
</q1:Options>
</RetrieveAttributeMetadataResult>
</RetrieveAttributeMetadataResponse>;
private function onCreationComplete():void
var result:XMLList = myxml..*::StatusOption;
dg1.dataProvider = result;
private function getAttributeValue(item:Object,
column:DataGridColumn):String
var xmlList:XMLList = XML(item).child(new QName("
http://schemas.microsoft.com/crm/2006/Metadata",column.dataField));
return xmlList[0].toString();
]]>
</mx:Script>
<mx:DataGrid id="dg1"
labelFunction="getAttributeValue">
<mx:columns>
<mx:DataGridColumn dataField="OptionValue"/>
<mx:DataGridColumn dataField="Description" />
<mx:DataGridColumn dataField="State" />
</mx:columns>
</mx:DataGrid>
</mx:Application>

Soap Header information

Hi All,
We are doing a CRM->XI->webservice(SOAP) scenario. I need to put in 2 headers in the SOAP envelope. The 2 headers are like identfiers (eg: trading partner). Is it enough if I set this in the adapter configuration Variable Header Name? If so How do I set the values.?
For example: If need to set tradingpartner = Dell in the header of the SOAP envelope, how can I go about setting this?
Thanks,
Teresa

Hi,
You will have to create the SOAP envelope manually in your mapping!
1. In the receiver SOAP adapter , select the option , "<b>Do Not Use SOAP Envelope."</b> When you select this option, the SOAP adapter will not embed your XML message with the SOAP envelope. Instead, it will expect the output of the mapping to have the SOAP envelope.
2. Now, use a Java or XSL mapping and create the entire SOAP message out of your mapping. JAVa and XSL mapping do not validate the target message against the XSD.
Regards
Bhavesh

Asynchronous call with soap adapter?

Hi All
I Scenario status update in CRm using Webservice using SOAP adapetr. when i am testing in ALTOVA SPy when i send response it successfully updates status , it also send back message
<SOAP:Envelope xmlns:SOAP="http://schemas.xmlsoap.org/soap/envelope/">
<SOAP:Header/>
<SOAP:Body/>
</SOAP:Envelope>
But my interface is Asynchronus, My communication channel Quality of service is set to : Exactly once .
when i am creating webservice i using following url
http://xx.xx.xxx.xx:port/XISOAPAdapter/MessageServlet?channel=:service:sendercommunication channle &ProcessingMode=Asynchronous&QualityOfService= Exactly Once
How can i avoid response back.
Thanks
Babu
Edited by: babloo babu on Dec 16, 2009 2:03 PM

Hi Babu,
That is the problem with AltovaXMLSPY, it always expect a resonse..and if don't get one it will shown empty headers..
check moni and see if you have only one entry then your scenario is working and it is working in async mode
Regards
Suraj

Need Help: Not able to invoke fusion crm webservice using SOAP UI

Hi,
I am trying to invoke fusion crm webservice by using SOAP UI, but I am getting Invalid seccurity tocken exception.
I have followed below steps specified in the oracle support document.
In Soap UI, Go to File>Preferences ,select the "HTTP Settings' tab on the lower left panel, then select the checkbox 'Authenticate Preemtively'.
2. From the wsdl extract the content from above wsdl between the tag/elements <dsig:X509Certificate> and </dsig:X509Certificate>
3. Create a file called certificate.cer ( in local Drive) with above encrypted data enclosed between -----BEGIN CERTIFICATE-----   and -----END CERTIFICATE-----, file content shown below ( note: encrypted data
    for example
    -----BEGIN CERTIFICATE-----
MIICCzCCAXSgAwIBAgIETy
    -----END CERTIFICATE-----
4. Identifiy the java.home of SOAP UI , navigation (Help – System Properties) ,example ( it may be something like D:\SOAP UI download\soapui-4.5.1\jre)
5. Find the location of cacert file in SOAP UI ( example D:\SOAP UI download\soapui-4.5.1\jre\lib\security\cacert)
6. Use following keytool command to add the certificate file certificate.cer into keystore cacert , sample command given below for reference
   keytool -importcert -alias rcpt-key-alias -file "D:\certificate.cer" -keystore "D:\SOAP UI download\soapui-4.5.1\jre\lib\security\cacerts"
   at command prompt when prompted enter password as changeit
7. Restart SOAP UI and create a new project with https version of WSDL of organizationService
8. In SOAP UI , in Auth tab , provide the user name and password.
9. Invoke the Webservice
I have used following request XML in SOAP UI
<soapenv:Envelope xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/" xmlns:typ="http://xmlns.oracle.com/apps/sales/opptyMgmt/opportunities/opportunityService/types/" xmlns:opp="http://xmlns.oracle.com/apps/sales/opptyMgmt/opportunities/opportunityService/" xmlns:rev="http://xmlns.oracle.com/apps/sales/opptyMgmt/revenues/revenueService/" xmlns:not="http://xmlns.oracle.com/apps/crmCommon/notes/noteService" xmlns:not1="http://xmlns.oracle.com/apps/crmCommon/notes/flex/noteDff/" xmlns:rev1="http://xmlns.oracle.com/oracle/apps/sales/opptyMgmt/revenues/revenueService/" xmlns:act="http://xmlns.oracle.com/apps/crmCommon/activities/activitiesService/" xmlns:wsse="http://docs.oasis-open.org/wss/2004/01/oasis-200401-wss-wssecurity-secext-1.0.xsd" xmlns:soap="soap" xmlns:ns1="http://xmlns.oracle.com/apps/fnd/soaprovider/plsql/fnd_user_pkg/">
   <soapenv:Header>
      <fmw-context xmlns="http://xmlns.oracle.com/fmw/context/1.0"/>
      <wsse:Security soap:mustUnderstand="1">
         <wsse:UsernameToken>
            <wsse:Username>userName</wsse:Username>
            <wsse:Password Type="http://docs.oasis-open.org/wss/2004/01/oasis-200401-wss-username-token-profile-1.0#PasswordText">Password</wsse:Password>
         </wsse:UsernameToken>
      </wsse:Security>
   </soapenv:Header>
   <soapenv:Body>
      <typ:createOpportunity>
         <typ:opportunity>
            <opp:BudgetedFlag>1</opp:BudgetedFlag>
         </typ:opportunity>
      </typ:createOpportunity>
   </soapenv:Body>
</soapenv:Envelope>
It would be great help if someone guide me on this...
Thanks & Regards
Samanta Mishra

For reference here is an example of a SOAP envelope I commonly use with SOAP UI to "query" employee data from HCM:
<soapenv:Envelope xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/" xmlns:typ="http://xmlns.oracle.com/apps/hcm/employment/core/workerService/types/" xmlns:typ1="http://xmlns.oracle.com/adf/svc/types/">
    <soapenv:Header>
        <wsse:Security soapenv:mustUnderstand="1" xmlns:wsse="http://docs.oasis-open.org/wss/2004/01/oasis-200401-wss-wssecurity-secext-1.0.xsd">
            <wsse:UsernameToken wsu:Id="UsernameToken-2" xmlns:wsu="http://docs.oasis-open.org/wss/2004/01/oasis-200401-wss-wssecurity-utility-1.0.xsd">
                <wsse:Username>username</wsse:Username>
                <wsse:Password Type="http://docs.oasis-open.org/wss/2004/01/oasis-200401-wss-username-token-profile-1.0#PasswordText">password</wsse:Password>
                <wsse:Nonce EncodingType="http://docs.oasis-open.org/wss/2004/01/oasis-200401-wss-soap-message-security-1.0#Base64Binary">jwCzGGijT90Wml6eZe4cxg==</wsse:Nonce>
                <wsu:Created>2012-07-04T06:49:48.981Z</wsu:Created>
            </wsse:UsernameToken>
        </wsse:Security>
    </soapenv:Header>
    <soapenv:Body>
        <typ:findWorker>
            <typ:findCriteria>
                <typ1:fetchStart>0</typ1:fetchStart>
                <typ1:fetchSize>1</typ1:fetchSize>
                <typ1:filter>
                    <typ1:conjunction>And</typ1:conjunction>
                    <typ1:group>
                        <typ1:conjunction>And</typ1:conjunction>
                        <typ1:upperCaseCompare>false</typ1:upperCaseCompare>
                        <typ1:item>
                            <typ1:conjunction>And</typ1:conjunction>
                            <typ1:upperCaseCompare>false</typ1:upperCaseCompare>
                            <typ1:attribute>PersonNumber</typ1:attribute>
                            <typ1:operator>=</typ1:operator>
                            <typ1:value>123456</typ1:value>
                        </typ1:item>
                    </typ1:group>
                </typ1:filter>
            </typ:findCriteria>
            <typ:findControl>
                <typ1:retrieveAllTranslations>false</typ1:retrieveAllTranslations>
            </typ:findControl>
        </typ:findWorker>
    </soapenv:Body>
</soapenv:Envelope>
This example works fine for our Fusion Applications Cloud test instance, without any SSL setup or setting credentials on the request properties as the target service supports policy without message protection.
Based on the your steps your service has message protection policy, so the above will not work rather you need to do additional configuration. Please check the policy on your service to confirm how the call needs to be made. Here are few links and documents:
"How to invoke Fusion Application TCA webservice from SOAP UI (Doc ID 1496071.1)" documents how a service with message protection can be called from SOAP UI. Your steps seem identical so presumably they are based on this document.
"Oracle Fusion Sales Cloud Web Services (Doc ID 1354841.1)" contains information about the CRM web services including examples on the certificate import and sample payloads.
Please provide:
The security policies defined on the service (check the wsdl)
The exact error message the you get
Jani Rautiainen
Fusion Applications Developer Relations
https://blogs.oracle.com/fadevrel/

Unable to add custom SOAP header to consumer webservice in CRM( without using PI)

Hello Experts,
We have a requirement to consume webservice proxy in CRM without involving PI. We have WSDL file which has many services as depicted in the first screenshot.After checking old posts, I could add custom SOAP header by using if_wsprotocol_ws_header and there is no xml parsing error for ws_header.Have used if_ixml_stream_factory to check xml parsing error for header.
'<soapenv:Header>'
'<wsse:Security soapenv:mustUnderstand="1" xmlns:wsse="http://docs.oasis-open.org/wss/2004/01/oasis-200401-wss-wssecurity-secext-1.0.xsd" xmlns:wsu="http://docs.oasis-open.org/wss/2004/01/oasis-200401-wss-wssecurity-utility-1.0.xsd">'
'<wsse:UsernameToken wsu:Id="UsernameToken-2">'
            '<wsse:Username>user id</wsse:Username>'
            '<wsse:Password Type="http://docs.oasis-open.org/wss/2004/01/oasis-200401-wss-username-token-profile-1.0#PasswordText">paswd</wsse:Password>'
            '<wsse:Nonce EncodingType="http://docs.oasis-open.org/wss/2004/01/oasis-200401-wss-soap-message-security-1.0#Base64Binary">MT0B9XFzsZJXXKmVKOsj/Q==</wsse:Nonce>'
            '<wsu:Created>2015-03-30T06:29:17.407Z</wsu:Created>'
'</wsse:UsernameToken>'
'</wsse:Security>'
'</soapenv:Header>' INTO l_string.
But when my ABAP program as a whole gets executed where consumer proxy is called, then it still throws XML parsing error - undeclared namespace prefix. As mentioned, there is no parsing error for header and WSDL file as a whole in SOAP UI tool works fine,by manually adding SOAP header.
Have configured SOAMANAGER with logical port.Or any wrong setting in SOAMANAGER can cause this issue? When I tested webservice ping, it gave me attached error but I read in a SAP note that such error can be ignored.
I want to know if some more setting/coding is required if we manually add custom header to a payload? Is PI really required to implement this requirement? Payload mapping has to be done to add custom header and if that can be taken care by ABAP coding and how?
Can you please help?
BR,
Nisha Verma

Hello Experts,
I have not found the solution yet.
Can anyone provide some insight??
BR,
Nisha Verma

CRM-- XI-- Webservice

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