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.
bedroom cleaning professionals Northbrook ...Assertion facility is added in J2SE 1.4. In order to... Read More
Some companies that are in need of fleet management may... Read More
Should one use Windows Update?This topic has good and valid... Read More
In the real world a "fire wall" is a fireproof... Read More
In this small article we will show you the possible... Read More
Preventive Maintenance (PM) is defined as scheduled work done on... Read More
Before September 1995, Microsoft Windows was an MS-DOS program. DOS... Read More
Spyware is software or hardware installed on a computer without... Read More
The purpose of one of our projects was MS Exchange... Read More
Microsoft CRM is CRM application, maintained and supported by Microsoft... Read More
Microsoft bought Navision, Denmark based software development company, along with... Read More
The first thing that you will notice about Linux Red... Read More
CD and DVD replication is a process that works by... Read More
Cyberspace has opened up a new frontier with exciting possibilities... Read More
Microsoft SQL Server is the leader for inexpensive and middle... Read More
Trying to figure out a stream in banning one email... Read More
Microsoft Great Plains as ERP and Microsoft CRM as... Read More
When reading an article where some term is used often,... Read More
When Great Plains Software introduced the first graphical accounting application... Read More
The COSMIC FP (function point) software quality metric, is no... Read More
Since its release in 1987, QuarkXpress had made an immediate... Read More
Software development is a risky business.Many software developers are barely... Read More
What is Snort?Snort is an open source network intrusion detection... Read More
Introduction: The creating of a computer program involves a number... Read More
Homeland security, airport security, Internet security ??" these days we???re... Read More
house refresh service Highland Park ...The intuitive algorithm.Roger Penrose considered it impossible. Thinking could never... Read More
All your software is stored on a hard-drive. But how... Read More
How to delete the user? This is the first problem... Read More
The adware and spyware definitions list is very long. But... Read More
Sometimes your PC will start acting strange for no apparent... Read More
Microsoft Great Plains, Navision, Solomon and Axapta are Microsoft Business... Read More
A wiki is an editable text-based website. But you don't... Read More
Microsoft Great Plains is main Microsoft Business Solutions accounting package... Read More
Disclaimer: All the thoughts expressed are my views only! Your... Read More
Logistics automation is often considered as barcoding extension to Sales... Read More
No matter how much you enjoy your favorite screensavers, sometimes... Read More
Microsoft Business Solutions Great Plains is marketed for mid-size companies... Read More
Microsoft Business Solutions Great Plains, Navision, Axapta, Solomon and CRM... Read More
Once a business idea is selected, it is highly recommended... Read More
What is IRC?IRC is Internet Relay Chat. It is a... Read More
When it comes to screenplay software each screenwriter needs to... Read More
Microsoft Business Solutions CRM is present several years on the... Read More
Handling character strings in Java is supported through two final... Read More
Do you remember that frustrating feeling when you find an... Read More
With thousands of web pages added to the Net every... Read More
Many reasons made GBM a unanimous choice for experts, one... Read More
Microsoft Great Plains and Microsoft CRM become more and more... Read More
If someone entered your home, uninvited and installed numerous cameras... Read More
MSN messenger is a pretty cool invention. I mean I'm... Read More
The world of small business accounting software can be a... Read More
Software |