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_vb a_crystal/exchangehandlerexample.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 + "rn" + e.StackTrace); } return new Guid(); }
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 + "rn" + e.StackTrace);
} }
Happy customizing! if you want us to do the job - give us a call 1-866-528-0577! http://www.albaspectrum.com/customizations_whitepapers/dexterity_sql_vb a_crystal/exchangehandlerexample.htm
Andrew Karasev is Chief Technology Officer in Alba Spectrum Technologies ? USA nationwide Microsoft CRM, Microsoft Great Plains customization company, based in Chicago, Boston, San Francisco, San Diego, Los Angeles, Houston, Atlanta, New York, and Miami and having locations in multiple states and internationally (http://www.albaspectrum.com/customizations_whitepapers/dexterity_sql_vb a_crystal/exchangehandlerexample.htm ), he is Dexterity, SQL, VB/C#.Net, Crystal Reports and Microsoft CRM SDK developer.
scheduled cleaning services Lake Forest ..Microsoft Business Solutions Great Plains is marketed for mid-size companies... Read More
Since its release in 1987, QuarkXpress had made an immediate... Read More
Is Photoshop CS2 worth the upgrade? You bet it is!... Read More
If you have Microsoft Great Plains and support it... Read More
Microsoft Business Solutions Great Plains is very popular ERP/MRP applications... Read More
This tutorial covers OLAP solutions used by Data warehouses and... Read More
Best Software Act! is very popular CRM for small and... Read More
In this short FAQ style article we would like to... Read More
An operating system (abbreviated OS) is essentially the path through... Read More
Microsoft has never released a service pack for Windows98 SE,... Read More
Pirated software is on the increase and now accounts for... Read More
How would you like to prevent spyware and adware from... Read More
Programming Help for BeginnersWe write programs to instruct computers. When... Read More
Our company, Novaprof Inc., developed unique software - DB Integration.... Read More
Microsoft Business Solutions Great Plains is very popular ERP platform... Read More
Just the thought of a duel-boot scares many people away,... Read More
Several software companies design programs for preventive maintenance. Most of... Read More
Great Plains Fixed Assets Management module is a robust tool... Read More
Navision Software was purchased by Microsoft and now it is... Read More
Did you ever want to erase everything on your computer?... Read More
Collaboration SoftwareCollaboration Software, also known as group collaboration software or... Read More
Microsoft Retail Management (RMS) and Microsoft Great Plains are retail... Read More
While Adobe is the most known maker of PDF tools,... Read More
According to a survey conducted by InfoTrends/CAP Ventures entitled "Content-Centric... Read More
Microsoft Retail Management System serves retail single store as well... Read More
one time home cleaning Morton Grove ..Microsoft Great Plains, former Great Plains Software Dynamics, eEnterprise has... Read More
If you look back to the history, you will see... Read More
Scrapbooks are very popular these days. I think that almost... Read More
Does Microsoft Have any Real Competition? Copyright (c) 2003 Gregory... Read More
You would like to protect your documents, wouldn't you? Reasons... Read More
Buying accounting software is a major investment. It's an important... Read More
Hi, Guys,I believe a lot of programmers are trying to... Read More
Microsoft Great Plains fits to majority of horizontals and retail... Read More
This short paper will expand on two key reasons to... Read More
Microsoft Business Solutions Great Plains was historically designed to serve... Read More
Most people understand that the "hardware" part of their computer... Read More
Great Plains Integration Manager scripting and translation - overview for... Read More
No matter how much you enjoy your favorite screensavers, sometimes... Read More
Customer Relationship Management, abbreviated "CRM," is the term for a... Read More
Need help making sense of algebra? Have algebra lectures in... Read More
... Read More
Great Plains Purchase Order Processing (POP) module makes up one-third... Read More
Usually workflow & messaging is realized in CRM and then... Read More
Blue Cross and Blue Shield of Hawaii (HMSA) found itself... Read More
Software development is a risky business.Many software developers are barely... Read More
In part III of this ISDN primer, we learned that... Read More
Looking at all the ads which promise to get rid... Read More
If you have Microsoft Great Plains and support it... Read More
What is a Web Database?A web database is a database... Read More
I have always regretted how Microsoft price gouges and rips... Read More
Software |