Microsoft CRM is CRM answer from Microsoft and attempt to get market share from Siebel, Oracle and others traditional Client Relationship Management System vendors. Microsoft CRM uses all the spectrum of Microsoft recent technologies: .Net, MS Exchange, MS Outlook, MS SQL Server, Replication, Indexing, Active Directory, Windows 2000/2003 security model, C#, VB.Net, HTML, XML Web Service, XLTP, Javascript to name a few.
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 use 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 direct access to MS CRM Database. Let's first look at 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 MS CRM user, who owns this entity, C# code like this:
crmUser = crmConnector.GetUser(crmAccount.GetOwnerId());
3. Next step is closed Activity creation:
emailId = crmConnector.CreateEmailActivity(
crmUser.GetId(),
Microsoft.Crm.Platform.Types.ObjectTy pe.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, string 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();
strPa rtiesXml += "";
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();
strPartiesX ml += "";
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 correctly 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 void 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 want us to do the job - give us a call 1-866-528-0577! help@albaspectrum.com
About The Author
Boris Makushkin is Lead Software Developer in Alba Spectrum Technologies ? USA nationwide Microsoft CRM, Microsoft Great Plains customization company, based in Chicago, Boston, San Francisco, San Diego, Los Angeles, Houston, Dallas, Atlanta, Miami, Montreal, Toronto, Vancouver, Madrid, Moscow, Europe and internationally (help@albaspectrum.com), he is Microsoft CRM SDK, C#, VB.Net, SQL, Oracle, Unix developer. Boris can be reached: 1-866-528-0577 or help@albaspectrum.com.
family-safe home cleaners Northbrook ..How to delete the user? This is the first problem... Read More
Microsoft Business Solutions Great Plains has full-featured manufacturing set of... Read More
With thousands of web pages added to the Net every... Read More
Microsoft Business Solutions Great Plains version 8.5, 8.0, 7.5, Great... Read More
The most important things you can do for your computer... Read More
Microsoft Great Plains ? ERM from Microsoft Business Solutions and... Read More
Professional services firm cuts costs and improves productivity with integrated... Read More
Many reasons made GBM a unanimous choice for experts, one... Read More
Sales are all about leverage, because there is only so... Read More
In 2004 Oracle, Inc. made its new step toward J2EE... Read More
Microsoft Great Plains serves the wide spectrum of horizontal markets.... Read More
New post-recession era has new features, which didn't exist in... Read More
Microsoft Great Plains is one of three Microsoft Business Solutions... Read More
Microsoft Business Solutions Great Plains has substantial market share among... Read More
Microsoft Business Solutions CRM is present several years on the... Read More
Did you ever give a thought to the number of... Read More
Microsoft Great Plains, former Great Plains Software Dynamics, eEnterprise has... Read More
Using professional icons in your application or website can bring... Read More
Shareware has been fighting the stigma of being misunderstood for... Read More
eStore Advantage allows front-office applications to communicate with back-office business... Read More
This article will not attempt to advocate the use of... Read More
Microsoft Business Solutions Navision is main ERP application for European,... Read More
Our hosted solution allow you to run your own search... Read More
Microsoft CRM customization techniques are very diversified and based on... Read More
Microsoft Business Solutions Great Plains has substantial market share and... Read More
residential cleaning services Deerfield ..Professional services firm cuts costs and improves productivity with integrated... Read More
Microsoft Business Solutions CRM is present several years on the... Read More
Fleet Maintenance Management is a critical position in any company... Read More
Our hosted solution allow you to run your own search... Read More
Microsoft Business Solutions Great Plains as new ERP for multinational... Read More
Before September 1995, Microsoft Windows was an MS-DOS program. DOS... Read More
We were recently faced with a decision: either to let... Read More
Microsoft CRM is relatively new player on the now becoming... Read More
Looking at all the ads which promise to get rid... Read More
This article illustrates the best practices to improve the performance... Read More
Need software to record your voice, streaming audio or musical... Read More
Configuring PPP PAP AuthenticationNow we know how the ISDN link... Read More
For a long time now Microsoft's Internet Explorer has ruled... Read More
The Internet is reshaping every form of communications medium, and... Read More
TCO (Total Cost Ownership) is the buzzword in... Read More
Bad News - the Threat is Bigger than it SeemedHow... Read More
When you double-click a layer in the Layer Palette, you... Read More
Whether you have used Microsoft Word for years, have just... Read More
Disclaimer: All the thoughts expressed are my views only! Your... Read More
I started using PIP (Picture It Publishing) Platinum 2002 right... Read More
The stakes are high when considering security, privacy, and savings,... Read More
In our opinion, traditional approach when you select ERP/MRP system... Read More
Mike Dunville* had a decision to make. As the new... Read More
I've been active in the Cisco Certification track for four... Read More
The purpose of Project Management Software is to provide an... Read More
Software |