alexacrm/php-crm-toolkit

PHP Toolkit for Microsoft Dynamics CRM

20241114 2024-11-14 07:48 UTC

README

CRM Toolkit for PHP provides integration with Microsoft Dynamics CRM in PHP applications.

This toolkit supports only Dynamics 365 SOAP interface. For PHP implementation of the Dynamics 365 Web API, see dynamics-webapi-toolkit project.

Installation

Install the latest version with

$ composer require alexacrm/php-crm-toolkit:dev-master

Examples

/**
 * Use init.php if you didn't install the package via Composer
 */
require_once 'vendor/autoload.php';

use AlexaCRM\CRMToolkit\Client as OrganizationService;
use AlexaCRM\CRMToolkit\Settings;

$contactId = '1d2fc62f-1c56-448b-b546-edfb6d6fec5c';
/* 
* WS-Trust is now deprecated 

$options = [
    'serverUrl' => 'https://org.crmN.dynamics.com',
    'username' => 'portal@org.onmicrosoft.com',
    'password' => 'portalPassword',
    'authMode' => 'OnlineFederation',
];

$serviceSettings = new Settings( $options );

*/

$options = [
	'serverUrl' => 'https://org.crmN.dynamics.com',
	'applicationId' => '1111c62f-dead-beef-dead-edfbffffec5c',
	'clientSecret' => 'whateveristhesecretgenerated',
	'authMode' => 'OnlineFederation',
	'authMethod' => 'sharedSecretAuth',
	'cache' => new AlexaCRM\CRMToolkit\NullCache(),
];

// This code uses NullCache which allows to connect and run the operations 
// but it is very inefficient and should not be used in production. 
// You can use any PSR-6 compliant cache implementation. 
$serviceSettings = new OnlineS2SSecretAuthenticationSettings( $options );
$service = new OrganizationService( $serviceSettings );

// retrieve a contact and update its fields
$contact = $service->entity( 'contact', $guid );
$contact->firstname = explode( '@', $contact->emailaddress1 )[0];
$contact->update();
printf( 'Info for %s %s updated.', $contact->firstname, $contact->lastname );

// create a new contact
$contact = $service->entity( 'contact' );
$contact->firstname = 'John';
$contact->lastname = 'Doe';
$contact->emailaddress1 = 'john.doe@example.com';
$contactId = $contact->create();

// delete a contact
$contact->delete();

// execute an action
$whoAmIResponse = $service->executeAction( 'WhoAmI' );
echo 'Organization ID: ' . $whoAmIResponse->OrganizationId;

// inject cache repo
// must be instance of AlexaCRM\CRMToolkit\CacheInterface
$cacheRepo = Cache::instance();
$service = new Client( $serviceSettings, $cacheRepo );

In /examples/ you can find a few examples of toolkit usage. Copy config.example.php to config.php, set up credentials for your CRM and you are ready to go!

Contributing

Pull requests are gladly accepted in the GitHub repository.

License

Copyright (c) 2016 AlexaCRM.

This program is free software: you can redistribute it and/or modify it under the terms of the GNU Lesser General Public License as published by the Free Software Foundation, version 3.

This program is distributed in the hope that it will be useful, but WITHOUT ANY WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the GNU Lesser General Lesser Public License for more details.

You should have received a copy of the GNU Lesser General Public License along with this program. If not, see http://www.gnu.org/licenses/.