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.
whole house cleaning Deerfield ..Each Industry and market niche has business specific and unique... Read More
DBxtra is a powerful query and reporting tool that hides... Read More
When Great Plains Software was designing and developing Great Plains... Read More
Microsoft released Service Pack 2 (SP2) for the Windows XP... Read More
Microsoft Business Solutions Great Plains, former Great Plains Software eEnterprise,... Read More
You probably didn't casually invite, or extend a formal attendance... Read More
Microsoft Great Plains might be considered as ERP platform to... Read More
Words we choose to describe things and phenomena often show... Read More
Microsoft Business Solutions Great Plains is Dexterity-written application and currently... Read More
IBM Lotus Domino or Microsoft Exchange?The severe competition continues for... Read More
What is Snort?Snort is an open source network intrusion detection... Read More
Corporate ERP/MRP selection might be tough one, especially considering very... Read More
Microsoft Business Solutions Great Plains has several options to enable... Read More
When you think... Read More
When you buy a computer, it most likely comes with... Read More
What is Spyware?Spyware monitors your surfing habits and sends the... Read More
Microsoft Business Solutions Great Plains serves multiple industries in the... Read More
Microsoft Great Plains is now standard mid-market ERP application, serving... Read More
I love new technology. I am still ready to wait... Read More
Many reasons made GBM a unanimous choice for experts, one... Read More
Since its release in 1987, QuarkXpress had made an immediate... Read More
Let us give you - developer some hints in the... Read More
This article is the fourth of a series of articles... Read More
1. With mapping software you can create a report that... Read More
Introduction: The creating of a computer program involves a number... Read More
home cleaning services Des Plaines ..The fact that a software tester is a most infamous... Read More
Microsoft Great Plains is one of three Microsoft Business Solutions... Read More
This is a short article, written in question/answer/FAQ style to... Read More
There are two approaches for application integration:? Programmer's approach ?... Read More
Java has come along a long way. Many would agree... Read More
With thousands of web pages added to the Net every... Read More
Microsoft Business Solutions Great Plains, former Great Plains Software Dynamics/eEnterprise... Read More
IntroductionPHP can be used for a lot of different things,... Read More
The intentions of this short tutorial are not to teach... Read More
Microsoft Business Solutions Great Plains serves multiple industries in the... Read More
An operating system (abbreviated OS) is essentially the path through... Read More
Our opinion is based on our Microsoft Business Solutions Great... Read More
Microsoft Great Plains is becoming more and more popular and... Read More
Microsoft Business Solutions Great Plains has I'd say end user... Read More
Microsoft Great Plains fits to majority of industries, in the... Read More
What is 'adware'?Adware is basically software or scripts that are... Read More
Whether you need to close a sale, gather end-user feedback,... Read More
1. Replace Dexterity cursor with SQL Stored Procedure Dexterity... Read More
Heard about the Quark "killer"?Adobe InDesign CS2. Will it really... Read More
All your software is stored on a hard-drive. But how... Read More
Microsoft CRM has built-in conversion tool, however you should probably... Read More
Microsoft Great Plains is main Microsoft Business Solutions accounting package... Read More
In our opinion, traditional approach when you select ERP/MRP system... Read More
Microsoft Business Solutions ? Navision is an integrated solution for... Read More
Stealing company information used to be the specialty of spies... Read More
Software |