best siding mundelein crane siding vinyl siding cost mchenry county hardie siding james hardie siding deerfield .. Chicago Drug testing

Microsoft CRM Customization Secrets ? Second Edition

This article is for advanced Microsoft CRM SDK C# developers. It describes the technique of direct SQL programming, when SDK doesn't have the functionality to do the job.

Introduction. Looks like Microsoft CRM becomes more and more popular, partly because of Microsoft muscles behind it. Now it is targeted to the whole spectrum of horizontal and vertical market clientele. It is tightly integrated with other Microsoft Business Solutions products such as Microsoft Great Plains, Solomon, Navision (the last two in progress).

Here we describe the technique of creating closed activity-email using MS CRM SDK and direct SQL programming.

Imaging something like this. You need to handle incoming email before it is committed to MS Exchange database. You need to analyze if incoming email doesn't have GUID in its Subject (GUID will allow MS CRM Exchange Connector to move email to Microsoft CRM and attach it to the Contact, Account or Lead) - then you still need to lookup MS CRM in case if one of the accounts, contacts or leads has email address that matches with sender email address - then you need to create closed activity-email in MS CRM, attached to the object and placed into general queue.

How to create MS Exchange handler is outside of the scope, please see this article:


http://www.albaspectrum.com/Customizations_Whitepapers/Dexterity_SQL_VBA_Crystal/Excha ngeHandlerExample.htm

Now the code below is classical MS CRM SDK and it will create activity email:

public Guid CreateEmailActivity(Guid userId, int objectType, Guid objectId, string mailFrom, CRMUser crmUser, 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 += "" + crmUser.GetEmailAddress() + "";

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

strPartiesXml += ""+ crmUser.GetId().ToString("B") + "";

strPartiesXml += "";

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

strPa rtiesXml += "";

strPartiesXml += "";

strPartiesXml += "";

strPartiesXml += "" + mailFrom + "";

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

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

}

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

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

}

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

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

}

strPartiesXml += ""+ objectId.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();

}

Our credits to Anna Osborn (so obviously small pocket aquarium goes to her ? smile!), she let us know how to close MS CRM Activity:

//creates the activity

strActivityId = oActivity.Create(userAuth, strXml, activityPartyXml);

//closes it as long as the relevant fields are complete oActivity.Close(userAuth, strActivityId, -1);

But in any case whatever you find below could help you to do whatever CRM SDK can't.

Now I would like to share the trick with you - there is no method to make this activity closed in MS CRM SDK 1.2 (if somebody knows the one - I owe you small pocket aquarium - smile!). Obviously Microsoft doesn't support if you do direct SQL programming bypassing SDK. However I would say this is not direct objects creation - this is rather flags correction. So here is what we have - this procedure will do the job and make activity closed:

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);

}

}

Happy customizing! if you want us to do the job - give us a call 1-866-528-0577! help@albaspectrum.com

About The Author

Andrew Karasev is Chief Technology Officer in Alba Spectrum Technologies ? USA nationwide Microsoft CRM, Microsoft Great Plains customization company, based in Chicago, Arizona, California, Colorado, Texas, New York, Georgia, Florida, Canada, UK, Australia and having locations in multiple states and internationally , he is Dexterity, SQL, C#.Net, Crystal Reports and Microsoft CRM SDK developer; akarasev@albaspectrum.com

In The News:

Microsoft Great Plains Integration with Legacy Systems ? Overview For Developer

Looks like Microsoft Great Plains becomes more and more popular,... Read More

Screenplay and Script Writing Software

When it comes to screenplay software each screenwriter needs to... Read More

Software Automation Helps Increase your Bottom Line

When you own a small business, time is money. And... Read More

How to Backup Windows XP Home Edition

Your computer cost you from hundreds to thousands of dollars,... Read More

Antivirus Software ? Get The Bugs Before They Get You!

You turn on your computer, and it doesn't look quite... Read More

The End of Spyware?

The US House of Representatives has recently passed the "Spy... Read More

Huddle Up; Groupware on Three

It could just be me, but my experiences with document... Read More

Corporate ERP Selection: Microsoft Great Plains

In our opinion, traditional approach when you select ERP/MRP system... Read More

Crystal Reports for Microsoft Great Plains

Microsoft Business Solutions ? Great Plains is designed to meet... Read More

Microsoft Great Plains Implementation in Russia ? Overview for Consultant

Microsoft Business Solutions Great Plains is very popular ERP platform... Read More

Downloading Spyware Removers: Think Before, not After

Just imagine: you are walking, say, towards your car, and... Read More

Fundraising Software ? How Can That Help Me?

Fundraising software lets you connect with donors in a way... Read More

Navision Sales Module & Reporting: Jet Reports, C/ODBC, XBRL, Business Analytics ? highlights

Microsoft bought Navision, Denmark based software development company, along with... Read More

The XP Firewall Isnt Enough

You might think you don't need a firewall... Read More

History of Java

The java programming language is becoming more and more popular... Read More

Lotus Notes Domino and Microsoft CRM Integration

Well, even if the combination might look very unusual, we... Read More

Microsoft Great Plains as ERP and Microsoft CRM as CRM

If you have Microsoft Great Plains and support it for... Read More

Recovering Microsoft Great Plains Customization ? Tips for IT Director

Remember nice and prosperous Clinton era? When you implemented innovative... Read More

Free PDF Publishing Software

In a previous article, I wrote about... Read More

Microsoft Small Business Manager eCommerce ? Overview

Microsoft Business Solutions Small Business Manager is scaled down Great... Read More

10 Steps To Secure And Manage Your Passwords

Passwords protect your most sensitive personal, financial and business information.... Read More

Rapid Application Development - Is it Really a Need of Today?

Rapid Application Development (RAD) is a software development methodology. In... Read More

New Web-Based HR Tool is Max From NAS, Hannibal, and InfoLink

Three highly respected names in Human Resources have joined forces... Read More

A Simple Guide To Wikis

A wiki is an editable text-based website. But you don't... Read More

Crystal Reports - Microsoft SQL Server

Microsoft SQL Server is the leader for inexpensive and middle... Read More

induction street light replacement outdoor street lights Pete's produce ..
induction street light replacement outdoor street lights Pete's produce ..