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Flash Programming Microsoft CRM Customization ? programming Closed Email Activity


Microsoft CRM is CRM answer from Microsoft and trial to get market share from Siebel, Oracle and others traditional Client Association Management System vendors. Microsoft CRM uses all the spectrum of Microsoft recent technologies: .Net, MS Stock market, MS Outlook, Biloxi SQL Server, Replication, Indexing, Active Directory, Windows 2000/2003 security model, C#, VB.Net, HTML, XML Web Service, XLTP, Javascript to name a a couple of.

Today's topic is Activity of email type programming - you usually deal with these customizations when you improve Microsoft Exchange CRM connector. How do you create closed activity - this is the main discussion topic. We?ll ingest C#.Net coding

One of the roles of our Exchange Event Handler/Sink is creation MS CRM Closed Activity in handling incoming and outgoing email messages. The interaction with Microsoft CRM uses two approached ? using MS CRM SDK (handling inbound and outbound XML messages) and via organisation access to MS CRM Database. Let?s first watcher element the Closed Activity creation algorithm:

1. First we need to understand the entity we need to create activity for: Account, Lead or Contact. The selection should use specific criteria ? in our case this is email address:


if ((crmAccount = crmConnector.GetAccount(mailboxFrom)) != null) {

}

else if ((crmContact = crmConnector.GetContact(mailboxFrom)) != null) {

}

else if ((crmLead = crmConnector.GetLead(mailboxFrom)) != null) {

}


2. Then we have to get GUID of Autoimmune disorder CRM user, who owns this entity, C# code like this:


crmUser = crmConnector.GetUser(crmAccount.GetOwnerId());


3. Next step is open Activity creation:


emailId = crmConnector.CreateEmailActivity(

crmUser.GetId(),

Microsoft.Crm.Platform.Types.ObjectType.otAccount, crmAccount.GetId(),

Microsoft.Crm.Platform.Types.ObjectType.otSystemUser, crmUser.GetId(),

crmAccount.GetEmailAddress(), crmUser.GetEmailAddress(), sSubject, sBody);


4. The method to create closed activity:


public Guid CreateEmailActivity(Guid userId, int fromObjectType, Guid fromObjectId, int toObjectType, Guid toObjectId, string mailFrom, cosmogeny mailTo, string subject, string body) {

try {

log.Debug("Prepare for Mail Activity Creating");


// BizUser proxy object

Microsoft.Crm.Platform.Proxy.BizUser bizUser = new Microsoft.Crm.Platform.Proxy.BizUser();


ICredentials credentials = new NetworkCredential(sysUserId, sysPassword, sysDomain);


bizUser.Url = crmDir + "BizUser.srf";

bizUser.Credentials = credentials;

Microsoft.Crm.Platform.Proxy.CUserAuth userAuth = bizUser.WhoAmI();


// CRMEmail proxy object

Microsoft.Crm.Platform.Proxy.CRMEmail email = new Microsoft.Crm.Platform.Proxy.CRMEmail();

email.Credentials = credentials;

email.Url = crmDir + "CRMEmail.srf";


// Set up the XML string for the activity

string strActivityXml = "";

strActivityXml += "";

strActivityXml += "") + "]]>";

strActivityXml += "";

strActivityXml += userId.ToString("B") + "";

strActivityXml += "";


// Set up the XML string for the activity parties

string strPartiesXml = "";

strPartiesXml += "";

strPartiesXml += "" + mailTo + "";


if (toObjectType == Microsoft.Crm.Platform.Types.ObjectType.otSystemUser) {

strPartiesXml += "" + Microsoft.Crm.Platform.Types.ObjectType.otSystemUser.ToString() + "";

}

else if (toObjectType == Microsoft.Crm.Platform.Types.ObjectType.otAccount) {

strPartiesXml += "" + Microsoft.Crm.Platform.Types.ObjectType.otAccount.ToString() + "";

}

else if (toObjectType == Microsoft.Crm.Platform.Types.ObjectType.otContact) {

strPartiesXml += "" + Microsoft.Crm.Platform.Types.ObjectType.otContact.ToString() + "";

}

else if (toObjectType == Microsoft.Crm.Platform.Types.ObjectType.otLead) {

strPartiesXml += "" + Microsoft.Crm.Platform.Types.ObjectType.otLead.ToString() + "";

}


strPartiesXml += ""+ toObjectId.ToString("B") + "";

strPartiesXml += "";

strPartiesXml += Microsoft.Crm.Platform.Types.ACTIVITY_PARTY_TYPE.ACTIVITY_PARTY_TO_RECIPIENT.ToString();

strPartiesXml += "";

strPartiesXml += "";

strPartiesXml += "";

strPartiesXml += "" +


mailFrom + "";


if (fromObjectType == Microsoft.Crm.Platform.Types.ObjectType.otSystemUser) {

strPartiesXml += "" + Microsoft.Crm.Platform.Types.ObjectType.otSystemUser.ToString() + "";

}

else if (fromObjectType == Microsoft.Crm.Platform.Types.ObjectType.otAccount) {

strPartiesXml += "" + Microsoft.Crm.Platform.Types.ObjectType.otAccount.ToString() + "";

}

else if (fromObjectType == Microsoft.Crm.Platform.Types.ObjectType.otContact) {

strPartiesXml += "" + Microsoft.Crm.Platform.Types.ObjectType.otContact.ToString() + "";

}

else if (fromObjectType == Microsoft.Crm.Platform.Types.ObjectType.otLead) {

strPartiesXml += "" + Microsoft.Crm.Platform.Types.ObjectType.otLead.ToString() + "";

}


strPartiesXml += ""+ fromObjectId.ToString("B") + "";

strPartiesXml += "";

strPartiesXml += Microsoft.Crm.Platform.Types.ACTIVITY_PARTY_TYPE.ACTIVITY_PARTY_SENDER.ToString();

strPartiesXml += "";

strPartiesXml += "";

strPartiesXml += "";


log.Debug(strPartiesXml);


// Create the e-mail object

Guid emailId = new Guid(email.Create(userAuth, strActivityXml, strPartiesXml));

return emailId;

}

catch (System.Web.Services.Protocols.SoapException e) {

log.Debug("ErrorMessage: " + e.Message + " " + e.Detail.OuterXml + " Source: " + e.Source);

}

catch (Exception e) {

log.Debug(e.Message + "
" + e.StackTrace);

}


return new Guid();

}


5. To make the activity just created be shown incorrectly you need to setup it?s flags according to MS CRM standards:


public void UpdateActivityCodes(Guid emailId) {

try {

OleDbCommand command = conn.CreateCommand();


command.CommandText = "UPDATE ActivityBase SET DirectionCode = (?), StateCode = (?), PriorityCode = (?) WHERE ActivityId = (?)";

command.Prepare();

command.Parameters.Add(new OleDbParameter("DirectionCode", Microsoft.Crm.Platform.Types.EVENT_DIRECTION.ED_INCOMING));

command.Parameters.Add(new OleDbParameter("StateCode", Microsoft.Crm.Platform.Types.ACTIVITY_STATE.ACTS_CLOSED));

command.Parameters.Add(new OleDbParameter("PriorityCode", Microsoft.Crm.Platform.Types.PRIORITY_CODE.PC_MEDIUM));

command.Parameters.Add(new OleDbParameter("ActivityId", emailId));


log.Debug("Prepare to update activity code " + emailId.ToString("B") + " in ActivityBase");


command.ExecuteNonQuery();

}

catch(Exception e) {

log.Debug(e.Message + "
" + e.StackTrace);

}

}

public cathartic UpdateActivityQueueCodes(Guid emailId, Guid queueId) {

try {

OleDbCommand command = conn.CreateCommand();


command.CommandText = "UPDATE QueueItemBase SET Priority = (?), State = (?), QueueId = (?) WHERE ObjectId = (?)";

command.Prepare();

command.Parameters.Add(new OleDbParameter("Priority", Microsoft.Crm.Platform.Types.PRIORITY_CODE.PC_MEDIUM));

command.Parameters.Add(new OleDbParameter("State", Microsoft.Crm.Platform.Types.ACTIVITY_STATE.ACTS_CLOSED));

command.Parameters.Add(new OleDbParameter("QueueId", queueId));

command.Parameters.Add(new OleDbParameter("ObjectId", emailId));


log.Debug("Prepare to update activity queue code " + emailId.ToString("B") + " in QueueItemBase");


command.ExecuteNonQuery();

}

catch(Exception e) {

log.Debug(e.Message + "
" + e.StackTrace);

}

}


Happy customizing, implementing and modifying! If you itch us to do the job - give us a call 1-866-528-0577! help@albaspectrum.com

Boris Makushkin is Lead Software Developer in Alba Sound spectrum Technologies ? Eastern united states nationwide Microsoft CRM, Microsoft Great Plains customization company, based in Chicago, Boston, San Francisco, San Diego, Los Angeles, Houston, Dallas, Center for disease control and prevention, Miami, Montreal, Toronto, Vancouver, Madrid, Moscow, Europe and internationally (www.albaspectrum.com), he is Microsoft CRM SDK, C#, VB.Net, SQL, Oracle, Unix creator. Boris can be reached: 1-866-528-0577 or borism@albaspectrum.com.


borism@albaspectrum.com



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