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 += "";

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.

efficient cleaning crew Highland Park ..
In The News:

Multi-factor authentication (MFA) adds an extra layer of protection to your accounts. Instead of relying only on a password, MFA requires you to verify your identity using two or more methods.
Scientists from Duke, Harvard, and the University of Otago have unveiled a game-changing tool called DunedinPACNI. It uses a single AI brain scan to reveal how fast a person is biologically aging.
A disturbing wave of fake agent phone scams is sweeping across the United States, catching people off guard and draining their savings.
Emojis aren't just playful add-ons; they're powerful tools for building stronger connections in our increasingly digital world.
Google has taken a major step toward the future of clean energy by partnering with Commonwealth Fusion Systems (CFS), an MIT spin-out working to build one of the world’s first commercial fusion reactors.
If you create and share art online, you might have seen messages warning that Facebook's parent company, Meta, claims the right to use or even sell anything you post, whether it's pictures, poems, or artwork.
Cybercriminals hit Qantas in a major data breach that exposed information from up to six million customers.
Having reliable, loud, and timely emergency alerts on your phone or device is important because when severe weather strikes, every second counts.
Here's how your daily brew is becoming the foundation for greener buildings.
Artificial intelligence (AI) and large language models (LLMs), such as ChatGPT, are transforming how we learn. But what does this mean for AI and learning retention?
Modern AI data centers use much more electricity than traditional cloud servers. In many cases, the existing power grid cannot keep up. One innovative solution is gaining traction: repurposed EV batteries for AI data centers.
Microsoft 365 and Outlook users are being targeted by a tactic that injects fake billing alerts directly into their calendars.
Researchers are now showing us that old smartphones as data centers could be the next big thing in sustainable tech.
Scientists have created micro-robots for sinus infection treatment that can enter the nasal cavity, eliminate bacteria directly at the source, and exit without harming surrounding tissue.
Let's examine how your data is collected in everyday life, who is buying and selling it, what happens to it afterward, and, most importantly, what you can do to protect yourself.
Researchers at the University of Sheffield in the U.K. developed small robots called "Pipebots" that can travel inside water pipes to find and potentially repair leaks, all without any excavation.
A groundbreaking new study has uncovered disturbing AI blackmail behavior that many people are unaware of yet.
Four teams of autonomous humanoid robots competed in China's first AI soccer tournament, demonstrating advanced capabilities in ball detection and independent decision-making.
The ID. Buzz autonomous van features self-driving technology with 13 cameras, nine LiDAR units and five radars after Volkswagen partnered with Hamburg and Uber for 2026 deployments.
Social Security phishing scams use urgency and impersonation to steal personal data. Learn how to spot fake SSA emails and implement 10 protective measures.
French startup Pazzi Robotics created an AI-powered pizza robot that made pies in under five minutes without human help, but it closed in 2022 despite patents and expert partnerships.
Reclaim your time from big tech with effective screen time reduction strategies for iPhone and Android, featuring steps to limit app usage and create phone-free zones.
Amazon Prime Day shoppers face threats from 120,000-plus scam websites as cybercriminals prepare phishing traps and malware ahead of the July sales event.
Fox News' AI Newsletter brings you the latest on this rapidly evolving technology.
The AEON humanoid robot tackles labor challenges with Nvidia AI, Microsoft Azure cloud and advanced spatial awareness, working alongside industry leaders Schaeffler and Pilatus.

Tools for Customizing Great Plains

Microsoft Business Solutions ? Great Plains has captured the US... Read More

Four Desktop Tools To Drastically Increase Your Productivity

Sticky Noteshttp://www.deprice.com/stickynote.htmWith StickyNote 9.0, you can create beautiful 3D notes... Read More

Groupware Finds Home in American Business: Collaboration Tool Analysis

What is Groupware?Have you ever had to manage document collaboration... Read More

C++ Tutorials: 3, Program Flow (If, Else, While, For)

Program Flow is what you think it is. How the... Read More

Beware of Spyware

One day, you suddenly realize that your computer started to... Read More

Cisco Certification: Five Things To Do DURING Your CCNA Exam

There are plenty of articles out there about how to... Read More

Kick-Ass Performance For Your PC? Its Easy

Is your PC is slow and wimpy? Then you need... Read More

Microsoft Business Solutions Customization Options - Overview for Programmer

Several years ago Microsoft purchased Great Plains Software, then Navision... Read More

Reporting Tools for Microsoft Great Plains ? Overview For Developers

Looks like Microsoft Great Plains becomes more and more popular,... Read More

Microsoft Great Plains Integrations - Tips for Developer

In this short FAQ style article we would like to... Read More

Selecting Microsoft Great Plains Partner/VAR/Reseller: ERP Implementation & Customization ? Overview

In the case when you represent mid-size or mid-size-to-large business,... Read More

Collaboration Software: Index of Collaboration Software Technologies

Collaboration SoftwareCollaboration Software, also known as group collaboration software or... Read More

Great Plains Dexterity: Customizations & Source Code Programming

Great Plains Software Dynamics, Dynamics C/S+, eEnterprise were written on... Read More

Increase Office Efficiency With One Simple Tool

When you need a phone number, you do a quick... Read More

10 Programming Tips

(1) Avoid using the same variable again and again for... Read More

Microsoft CRM Lotus Notes Domino Connector FAQ

Microsoft Business Solutions CRM and IBM Lotus Notes Domino, being... Read More

Beware of The Pirated Software E-Mail Scams!

You have gotten those E_Mails buy software at deep discounts.... Read More

Ukraine IT Myths Dispersed

While Ukraine is becoming a new popular IT outsourcing destination,... Read More

Looking for an Alternative to Microsoft Office? You Should Be!

Now is the time to look at an alternative to... Read More

Open Source Concepts: Dual Licensing Explained

We were recently faced with a decision: either to let... Read More

Vlans

In order to implement VLANs in a network environment, you'll... Read More

Microsoft CRM Integration with Microsoft Retail Management System (RMS) ? Overview

Microsoft Client Relation Management system (Microsoft CRM) and Microsoft RMS... Read More

Choose your Java Wisely

Java has come along a long way. Many would agree... Read More

The XP Firewall Isnt Enough

You might think you don't need a firewall... Read More

Great Plains Customization ? Programming Auto-apply in Accounts Receivable

Microsoft Great Plains is one of three Microsoft Business Solutions... Read More

scheduled maid service Park Ridge ..