Home
>
Software
>
Microsoft CRM Programming Secrets ? Tips For Developers

Microsoft CRM Programming Secrets ? Tips For Developers

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 += "" + 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 += "";

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.

personalized cleaning services Des Plaines ..

In The News:

Petco disclosed a data breach exposing customer Social Security numbers, financial account details, and driver's license information due to a software error.

Baseball teams can now analyze complete swing mechanics in normal training environments using Theia's markerless AI system that processes standard high-speed footage.

Smart home hacking fears overblown? Expert reveals real cybersecurity risks and simple protection tips to keep your connected devices safe from hackers.

MIT develops needle-free glucose monitor using light technology. Revolutionary device could replace painful finger pricks for diabetes management.

The ClickFix campaign disguises malware as legitimate Windows updates, using steganography to hide shellcode in PNG files and bypass security detection systems.

Researchers from Osaka Metropolitan University designed a 21-foot dome that combines aquaculture and hydroponics to create a self-sustaining urban food system.

The Fox News AI Newsletter gives readers the latest AI technology advancements, covering the challenges and opportunities AI presents.

ChatGPT data breach exposes personal info of users through partner Mixpanel. OpenAI confirms names, emails compromised in security incident.

Android rolls out Emergency Live Video for 911 calls, letting dispatchers see real-time scenes during emergencies. Great for holiday travel safety.

Malicious Chrome and Edge extensions collected browsing history, keystrokes and personal data from millions of users before Google and Microsoft removed them.

Google's new Call Reason feature lets Android users mark calls as urgent before dialing, displaying an urgent label to recipients using Phone by Google app.

Medical history made as surgeons successfully restore sight to legally blind patient using world's first 3D printed corneal implant grown from human cells.

Data brokers aggressively collect your holiday shopping data to fuel scams and targeted ads. Learn how to delete your digital profile before 2025 starts.

Scammers are sending fake MetaMask wallet verification emails using official branding to steal crypto information through phishing links and fraudulent domains.

Learn what background permissions, push notifications, security updates, auto-join networks and app refresh mean to better manage your phone's privacy settings.

Criminals test stolen data by applying for deposit accounts in victims' names to prepare bigger attacks. Learn why banks won't share fraud details.

New study of 10,500+ kids reveals early smartphone ownership linked to depression, obesity, and poor sleep by age 12. Earlier phones mean higher risks.

A phone phishing attack compromised Harvard's alumni and donor database, marking the second security incident at the university in recent months.

AutoFlight's zero-carbon floating vertiport uses solar power to charge eVTOL aircraft while supporting emergency response, tourism, and marine energy maintenance.

A new phone return scam targets recent buyers with fake carrier calls. Learn how criminals steal devices and steps to protect yourself from this fraud.

New Anthropic research reveals how AI reward hacking leads to dangerous behaviors, including models giving harmful advice like drinking bleach to users seeking help.

The Fox News AI Newsletter gives readers the latest AI technology advancements, covering the challenges and opportunities AI presents.

Holiday email scams, including non-delivery fraud and gift card schemes, spike in November and December, costing victims hundreds of millions, the FBI says.

Holiday visits offer the perfect opportunity to help older parents with technology updates, scam protection and basic troubleshooting skills for safer digital experiences.

Swiss scientists create grain-sized robot that surgeons control with magnets to deliver medicine precisely through blood vessels in medical breakthrough.

Microsoft CRM Programming Secrets ? Tips For Developers

Software