Integrate Real-Time Access to Dynamics CRM in SAPUI5 MVC Apps

In this article we show how to use the CData API Server to write SAPUI5 apps that leverage the capabilities of the Dynamics CRM API, without writing to a back-end database. The API Server is a lightweight Web application that runs on your server and produces OData feeds of Dynamics CRM data. OData is the standard for real-time data access over the Web and has built-in support in SAPUI5 and OpenUI5.

Getting Started

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Set Up the API Server

If you have not already done so, download the CData API Server. Once you have installed the API Server, follow the steps below to begin producing secure Dynamics CRM OData services:

Connect to Dynamics CRM

To work with Dynamics CRM data from SAPUI5, we start by creating and configuring a Dynamics CRM connection. Follow the steps below to configure the API Server to connect to Dynamics CRM data:

1. First, navigate to the Connections page.
2. Click Add Connection and then search for and select the Dynamics CRM connection.
3. Enter the necessary authentication properties to connect to Dynamics CRM.

   The connection string options meet the authentication and connection requirements of different Dynamics CRM instances. To connect to your instance, set the User and Password properties, under the Authentication section, to valid Dynamics CRM user credentials and set the Url to a valid Dynamics CRM server organization root. Additionally, set the CRMVersion property to 'CRM2011+' or 'CRMOnline'. IFD configurations are supported as well; set InternetFacingDeployment to true.

   Additionally, you can provide the security token service (STS) or AD FS endpoint in the STSURL property. This value can be retrieved with the GetSTSUrl stored procedure. Office 365 users can connect to the default STS URL by simply setting CRMVersion.

   
4. After configuring the connection, click Save & Test to confirm a successful connection.

Configure API Server Users

Next, create a user to access your Dynamics CRM data through the API Server. You can add and configure users on the Users page. Follow the steps below to configure and create a user:

1. On the Users page, click Add User to open the Add User dialog.
2. Next, set the Role, Username, and Privileges properties and then click Add User.
3. An Authtoken is then generated for the user. You can find the Authtoken and other information for each user on the Users page:

Creating API Endpoints for Dynamics CRM

Having created a user, you are ready to create API endpoints for the Dynamics CRM tables:

1. First, navigate to the API page and then click Add Table .
2. Select the connection you wish to access and click Next.
3. With the connection selected, create endpoints by selecting each table and then clicking Confirm.

Gather the OData Url

Having configured a connection to Dynamics CRM data, created a user, and added resources to the API Server, you now have an easily accessible REST API based on the OData protocol for those resources. From the API page in API Server, you can view and copy the API Endpoints for the API:

Create the View

In this article the user views and interacts with Dynamics CRM data through an SAPUI5 table control. Table columns will be automatically detected from the metadata retrieved from the API Server's API endpoint. We define the following table in a separate View.view.xml file:

<mvc:View
  controllerName="sap.ui.table.sample.OData2.Controller"
  xmlns="sap.ui.table"
  xmlns:mvc="sap.ui.core.mvc"
  xmlns:u="sap.ui.unified"
  xmlns:c="sap.ui.core"
  xmlns:m="sap.m">
  <m:Page
    showHeader="false"
    enableScrolling="false"
    class="sapUiContentPadding">
    <m:content>
      <Table
        id="table"
        selectionMode="MultiToggle"
        visibleRowCount="10"
        enableSelectAll="false"
        rows="{/Account}"
        threshold="15"
        enableBusyIndicator="true"
        columns="{
          path: 'meta>/dataServices/schema/[${namespace}===\'CData\']/entityType/[${name}===\'Account\']/property',
          factory: '.columnFactory'
        }">
        <toolbar>
          <m:Toolbar>
            <m:Title text="Dynamics CRM Account"></m:Title>
          </m:Toolbar>
        </toolbar>
        <noData>
          <m:BusyIndicator class="sapUiMediumMargin"/>
        </noData>
      </Table>
    </m:content>
  </m:Page>
</mvc:View>

Create the Model and Controller

In SAPUI5, you do not need to write any OData queries; an ODataModel instance handles the application's data access commands. The API Server then translates the queries into Dynamics CRM API calls.

The controller processes user input and represents information to the user through a view. Define the controller in a new file, Controller.controller.js. Instantiate the model in the onInit function -- you will need to replace the placeholder values for the URL to the API Server, a user allowed to access the OData endpoint of the API Server, and the authtoken for the user.

sap.ui.define([
  "sap/ui/core/mvc/Controller",
  "sap/ui/model/odata/v2/ODataModel",
  "sap/ui/model/json/JSONModel",
  "sap/ui/table/Column",
  "sap/m/Text",
], function(Controller, ODataModel, JSONModel, Column, Text ) {
  "use strict";
  

  return Controller.extend("sap.ui.table.sample.OData2.Controller", {
    
    onInit : function () {
      
      var oView = this.getView();
      var oDataModel = new ODataModel("http://myserver/api.rsc/",{user: "MyUser", password: "MyAuthToken"});
      
      oDataModel.getMetaModel().loaded().then(function(){
        oView.setModel(oDataModel.getMetaModel(), "meta");
      });
      oView.setModel(oDataModel);
      
      var oTable = oView.byId("table");
      var oBinding = oTable.getBinding("rows");
      var oBusyIndicator = oTable.getNoData();
      oBinding.attachDataRequested(function(){
      oTable.setNoData(oBusyIndicator);
      });
      oBinding.attachDataReceived(function(){
        oTable.setNoData(null); //use default again ("no data" in case no data is available)
      });
    },
    
    onExit : function () {
    },
    
    columnFactory : function(sId, oContext) {
      var oModel = this.getView().getModel();
      var sName = oContext.getProperty("name");
      var sType = oContext.getProperty("type");
      var iLen = oContext.getProperty("maxLength");
      iLen = iLen ? parseInt(iLen, 10) : 10;
      
      return new Column(sId, {
        sortProperty: sName, 
        filterProperty: sName,
        width: (iLen > 9 ? (iLen > 50 ? 15 : 10) : 5) + "rem",
        label: new sap.m.Label({text: "{/#Account/" + sName + "/@name}"}),
        hAlign: sType && sType.indexOf("Decimal") >= 0 ? "End" : "Begin",
        template: new Text({text: {path: sName}})
      });
    }
    
  });

});

Describe Application Logic

Create a component that contains the resources of your application. Define the following in Component.js:

sap.ui.define([
  'sap/ui/core/UIComponent'
], function(UIComponent) {
  "use strict";

  return UIComponent.extend("sap.ui.table.sample.OData2.Component", {
    metadata : {
      rootView : "sap.ui.table.sample.OData2.View",
      dependencies : {
        libs : [
          "sap.ui.table",
          "sap.ui.unified",
          "sap.m"
        ]
      },

      config : {
        sample : {
          stretch : true,
          files : [
            "View.view.xml",
            "Controller.controller.js"
          ]
        }
      }
    }
  });

});

Bootstrap OpenUI5 and Launch

To complete the MVC application, simply add the bootstrap and initialization code. Add these directly to index.html:

<!DOCTYPE HTML>

<html>
<head>
  <meta http-equiv="x-ua-compatible" content="ie=edge">
  <meta charset="utf-8"> 
  <title>Dynamics CRM Account</title>
  
  <script id="sap-ui-bootstrap"
    src="https://openui5.hana.ondemand.com/resources/sap-ui-core.js"
    data-sap-ui-libs="sap.m"
    data-sap-ui-theme="sap_bluecrystal"
    data-sap-ui-xx-bindingSyntax="complex"
    data-sap-ui-preload="async"
    data-sap-ui-compatVersion="edge" 
    data-sap-ui-resourceroots='{"sap.ui.table.sample.OData2": "./", "sap.ui.demo.mock": "mockdata"}'>
  </script>
  
  <!-- application launch configuration -->
  <script>
  
      sap.ui.getCore().attachInit(function() {
        new sap.m.App ({
          pages: [
                new sap.m.Page({
                    title: "Dynamics CRM Account", 
                    enableScrolling : false,
                  content: [ new sap.ui.core.ComponentContainer({
                  height : "100%", name : "sap.ui.table.sample.OData2"
                })]
            })
          ]
      }).placeAt("content");
    });

  </script>
</head> 
  <!-- UI Content -->
<body class="sapUiBody" id="content" role="application">
</body> 
</html>

The resulting SAPUI5 table control reflects any changes to a table in the remote Dynamics CRM data. You can now browse and search current Dynamics CRM data.