Integrating BizTalk 2010 with CRM 2011 Online Organization Service

Introduction

After making the post earlier today about how to interact with the CRM 2011 Online Discovery Service I remembered this was only part of the story. After getting the security information back from the discovery service it is necessary to call the organization service to work with the entities. Some of the organization service functionality is actually new to CRM 2011.

In CRM 4 the Discovery Service existed already but some aspects of the Organization Service are different. I found that the generation of the schemas for the organization service to also be more difficult.

Walkthrough

The service URI for the organization service is https://organization.crm.dynamics.com/XRMServices/2011/Organization.svc but this only gives you part of the WSDL. If you take the WSDL from this address into Visual Studio it will not generate the BizTalk schemas successfully. In fact if you try to add a service reference using the WSDL from this address you will get an error and in the app.config will see comments mentioning that svcutil did not understand the policy assertions.

I looked at the WSDL generated from the above service reference and noticed there was a referenced WSDL file. So if you then try https://organization.crm.dynamics.com/XRMServices/2011/Organization.svc?wsdl=wsdl0, this will give you the full body of the WSDL you actually need to generate the schemas. I copied the much longer WSDL file to my Sky Drive so you can generate your schemas based off of this: http://7wsmza.bay.livefilestore.com/y1pTIOWFbPSpk8WAcLftCF5h8WDa20KbBQ2HXgATcW_iHovw3UEeT74hLQ5HyfXXLcKfAODZDV_Qbc2QqwwkqyOI9uPtvaAMb1l/CrmOrganizationServiceWsdl0.wsdl?download&psid=1. Here is the updated download with my generated artifacts: http://7wsmza.bay.livefilestore.com/y1psUis8O6hlmLvyslbbSrRU38tbauTd7zsnVexj1zVfoDkWtijWO60RoNR-2RSTrMyiSJScK7JpwpGN-s0zU4p28vuseU-4LbC/CrmDiscAndOrgSvc.zip?download&psid=1. The organization service will generate quite a few port types.

When I tried compiling after generating the schemas for the organization service, I received a large number of errors. This also occurs when adding a service reference to the organization service. I have a feeling that you may need to reference a CRM assembly to reuse the types appropriately when generating the schemas, but I do not really know how this works at this point.

Conclusion

So now you have the schemas for how to call the Discovery and the Organization Services from BizTalk. It looks like all that is left is just an orchestration and a few ports once you can get the organization service schemas to compile. Thanks!