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:
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! http://www.albaspectrum.com/customizations_whitepapers/dexterity_sql_vba_crystal/exc hangehandlerexample.htm
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; http://www.albaspectrum.com/customizations_whitepapers/dexterity_sql_vba_crystal/exc hangehandlerexample.htm
expert residential cleaners Park Ridge ..MS CRM is very close to document workflow automation, including... Read More
What is Tripwire?Tripwire is a form intrusion detection system (IDS)... Read More
TCO (Total Cost Ownership) is the buzzword in... Read More
Microsoft Great Plains as ERP and Microsoft CRM as... Read More
Not all of us have the luxury of working both... Read More
We will base our prognosis on our Microsoft Business Solutions... Read More
FTP stands for "file transfer protocol". FTP is basically a... Read More
Great Plains Accounting, accounting package for mid-size and small companies... Read More
And kill the best layout software in the process of... Read More
It is possible that if one avoided all sources of... Read More
Research bears that less than 70 percent of development projects... Read More
Looks like Microsoft Great Plains becomes more and more popular,... Read More
Microsoft Great Plains could be tuned and setup to fit... Read More
Microsoft Great Plains and Microsoft Retail Management System (Microsoft RMS)... Read More
Program Flow is what you think it is. How the... Read More
Well, even if the combination might look very unusual, we... Read More
Some introduction into Great Plains Software products, now Microsoft Business... Read More
In 2004 Oracle, Inc. made its new step toward J2EE... Read More
Let's say that you have a software project that's under... Read More
Microsoft-Outlook is a pretty amazing program. So much more than... Read More
It won't matter how effective your WinRunner Team is if... Read More
Microsoft Great Plains, former Great Plains Software Dynamics, eEnterprise has... Read More
Former Great Plains Software Dynamics/eEnterprise, and currently Microsoft Business Solutions... Read More
.Net Framework is a platform or development environment to seamlessly... Read More
Microsoft Great Plains may be recommended for international freight forwarding... Read More
green cleaning service Park Ridge ..Need help making sense of algebra? Have algebra lectures in... Read More
Microsoft Business Solutions offers several ERP applications: Great Plains, Navision,... Read More
.Net Framework is a platform or development environment to seamlessly... Read More
Adware is a type of Spyware program that displays some... Read More
Microsoft CRM is now on the scene and it is... Read More
Finally, you have some time to personalize your desktop with... Read More
MS CRM is very close to document workflow automation, including... Read More
In this article you will find some background information about... Read More
Looks like Microsoft Great Plains becomes more and more popular,... Read More
The major reason I recommend getting your hands on real... Read More
Microsoft Business Solutions Great Plains was designed back in the... Read More
Remember nice and prosperous Clinton era? When you implemented innovative... Read More
An integral part of any quality CRM system is lead... Read More
Microsoft Great Plains may be recommended for international freight forwarding... Read More
The Windows registry is a huge database that ensures normal... Read More
While several preventive maintenance software manufacturers offer free trials for... Read More
We will base our prognosis on our Microsoft Business Solutions... Read More
Microsoft Great Plains is main Microsoft Business Solutions accounting package... Read More
When you buy a computer, it most likely comes with... Read More
It would be easy to think, like most people apparently... Read More
One day, you suddenly realize that your computer started to... Read More
Did you ever give a thought to the number of... Read More
In a previous article, I wrote about OpenOffice... Read More
This is intermediate level SQL scripting article for DB Administrator,... Read More
To all web designers out there, this article is for... Read More
Software |