STUNNWARE POST
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A while back I posted a solution about the various techniques to retrieve information about the current user in CRM 3.0. I received an email lately asking for help about how it is done in CRM 4.0, an it seemed time to update the article.
The new solution uses the Microsoft CRM web services to retrieve the user id, business unit id, organization id and the first, last and full name of the currently logged on user. I have attached a simple test form with the following OnLoad event:
var xml = "" +
"<?xml version=\"1.0\" encoding=\"utf-8\"?>" +
"<soap:Envelope xmlns:soap=\"http://schemas.xmlsoap.org/soap/envelope/\" xmlns:xsi=\"http://www.w3.org/2001/XMLSchema-instance\" xmlns:xsd=\"http://www.w3.org/2001/XMLSchema\">" +
GenerateAuthenticationHeader() +
" <soap:Body>" +
" <RetrieveMultiple xmlns=\"http://schemas.microsoft.com/crm/2007/WebServices\">" +
" <query xmlns:q1=\"http://schemas.microsoft.com/crm/2006/Query\" xsi:type=\"q1:QueryExpression\">" +
" <q1:EntityName>systemuser</q1:EntityName>" +
" <q1:ColumnSet xsi:type=\"q1:ColumnSet\">" +
" <q1:Attributes>" +
" <q1:Attribute>businessunitid</q1:Attribute>" +
" <q1:Attribute>firstname</q1:Attribute>" +
" <q1:Attribute>fullname</q1:Attribute>" +
" <q1:Attribute>lastname</q1:Attribute>" +
" <q1:Attribute>organizationid</q1:Attribute>" +
" <q1:Attribute>systemuserid</q1:Attribute>" +
" </q1:Attributes>" +
" </q1:ColumnSet>" +
" <q1:Distinct>false</q1:Distinct>" +
" <q1:Criteria>" +
" <q1:FilterOperator>And</q1:FilterOperator>" +
" <q1:Conditions>" +
" <q1:Condition>" +
" <q1:AttributeName>systemuserid</q1:AttributeName>" +
" <q1:Operator>EqualUserId</q1:Operator>" +
" </q1:Condition>" +
" </q1:Conditions>" +
" </q1:Criteria>" +
" </query>" +
" </RetrieveMultiple>" +
" </soap:Body>" +
"</soap:Envelope>" +
"";
var xmlHttpRequest = new ActiveXObject("Msxml2.XMLHTTP");
xmlHttpRequest.Open("POST", "/mscrmservices/2007/CrmService.asmx", false);
xmlHttpRequest.setRequestHeader("SOAPAction", "http://schemas.microsoft.com/crm/2007/WebServices/RetrieveMultiple");
xmlHttpRequest.setRequestHeader("Content-Type", "text/xml; charset=utf-8");
xmlHttpRequest.setRequestHeader("Content-Length", xml.length);
xmlHttpRequest.send(xml);
var resultXml = xmlHttpRequest.responseXML;
var entityNode = resultXml.selectSingleNode("//RetrieveMultipleResult/BusinessEntities/BusinessEntity");
var firstNameNode = entityNode.selectSingleNode("q1:firstname");
var lastNameNode = entityNode.selectSingleNode("q1:lastname");
var fullNameNode = entityNode.selectSingleNode("q1:fullname");
var systemUserIdNode = entityNode.selectSingleNode("q1:systemuserid");
var businessUnitIdNode = entityNode.selectSingleNode("q1:businessunitid");
var organizationIdNode = entityNode.selectSingleNode("q1:organizationid");
crmForm.all.sw_firstname.DataValue = (firstNameNode == null) ? null : firstNameNode.text;
crmForm.all.sw_lastname.DataValue = (lastNameNode == null) ? null : lastNameNode.text;
crmForm.all.sw_name.DataValue = (fullNameNode == null) ? null : fullNameNode.text;
crmForm.all.sw_systemuserid.DataValue = (systemUserIdNode == null) ? null : systemUserIdNode.text;
crmForm.all.sw_businessunitid.DataValue = (businessUnitIdNode == null) ? null : businessUnitIdNode.text;
crmForm.all.sw_organizationid.DataValue = (organizationIdNode == null) ? null : organizationIdNode.text;
And the test form shows up like this:
Besides the code dealing with the XML result, the SOAP message was of course constructed with the JavaScript Web Service Tool.