Author: Elam

There was ask form me to check, whether we can post data to CRM 2013 Via InfoPath 2013 form. I was aware that we can call a Custom WCF service which call CRM service and post the data to CRM from InfoPath form.

I was wondering whether we can use the custom code in the InfoPath to post the data to CRM. I did a small POC and found that it’s possible to post data using XRM sdk from InfoPath form

Here are the steps to follow

Step 1

Create an InfoPath Form

Step2:

Go to File menu à Submit Options. In that select the option as shown in the Pic below

 

Step 3:

Click on the Edit code and VS Will open and add the below code in the FormEvents_Submit

var Contact = new Entity("Contact");
Contact.Attributes["name"] = "Test from crm";
Uri oUri= new Uri("https://<Orgname>.api.crm5.dynamics.com/XRMServices/2011/Organization.svc");
//** Your client credentials
ClientCredentials clientCredentials = new ClientCredentials();
clientCredentials.UserName.UserName = <<username>;
clientCredentials.UserName.Password = <<Password>>;

//Create your Organization Service Proxy
OrganizationServiceProxy _serviceProxy = new OrganizationServiceProxy(oUri,null,clientCredentials,null);

_serviceProxy.Create(Contact);

And also refer the below XRm Dll’s

using Microsoft.Xrm.Sdk; (Microsoft.Xrm.Sdk.dll)
using Microsoft.Xrm.Sdk.Client; (Microsoft.Xrm.Sdk.dll)
using System.ServiceModel.Description; (System.ServiceModel.dll)


Build the code and close the VS

 

Step 4:

Give Full trust permission to the form. Go to file menu à Form Options.

Follow as per below diagram

Save the form and preview the form. And submit it, you can see the record is created in the CRM.

Happy Coding

 

Elam