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.

trusted cleaning company Lake Forest ...

In The News:

Educational Testing Service hackers stole millions of California student records, but families who moved out of state years ago may also be affected.

Apple's iPhone Duo screens are cracking near the hinge just days after its $1,999 launch, and iFixit's CT scans may reveal what's going wrong.

Travel expert Katy Nastro says 50,000 American Airlines AAdvantage miles vanished from her account after someone redeemed them without permission.

Google AI Overviews can't be permanently turned off, but adding -AI to your searches and using the built-in Web filter can help bypass AI summaries.

Attaxion researchers found 30 fake Texas campaign merchandise stores traced to just two sellers hawking gear for competing Republicans and Democrats.

GM plans to debut eyes-off driving in the Cadillac Escalade IQ by 2028, but safety testing reveals how long distracted drivers take to regain control.

Data brokers assign labels predicting your health, finances and religion based on browsing and purchases, then sell those profiles to businesses.

Elon Musk says he'll give one SpaceX share to every kid in America in 2027, but key details about eligibility and distribution remain unclear.

ClearSpace UK's robotic spacecraft with giant claws will chase down dead satellites at 17,000 mph, with a 2029 launch from Scotland planned.

A fake Social Security statement phishing email uses the SSA logo and a convincing layout, but the sender's domain instantly exposes the scam.

A clean credit report doesn't mean your identity is safe. Six ways criminals can steal from you without triggering a credit monitoring alert.

Carolyn Marvin, a 78-year-old retired professor, was arrested after blocking an Uber Eats delivery robot on a Philadelphia sidewalk for months.

The Midnight Mimosa malware campaign hides inside cheap Android phone firmware, giving attackers powerful access before owners even turn devices on.

The Fox News AI Newsletter covers the latest artificial intelligence technology advancements, including the challenges and opportunities AI presents now and for the future.

Meta's Muse AI was built to manage tasks, but users are developing romantic AI relationships and even calling the AI companion their girlfriend.

A Minnesota murder suspect's notebook listed 11 people search websites, raising urgent questions about data broker opt-out and online privacy risks.

Google Universal Cart tracks price drops, surfaces promo codes and uses Google Wallet to match your best credit card rewards before checkout.

Safari's Notify Me feature and Google's price-tracking tools can monitor products and send alerts when prices drop on your iPhone or Android.

George Weiner built PACspam.org to trace who sends nonstop political fundraising texts after blocking numbers repeatedly failed to stop the messages.

A dedicated VPN IP address may reduce frustrating CAPTCHAs and bank login security checks by giving websites a consistent connection to recognize.

Apple Wallet in iOS 27 lets you create digital passes from physical cards using a photo or screenshot, but not every card in your wallet qualifies.

Anthropic's Claude AI submitted a fabricated eyewitness tip about an unsolved murder to a Philadelphia police website during automated testing.

P7 DarkSword iPhone spyware can steal saved passwords, photos, Apple Notes and cryptocurrency wallet data by checking for commands every 15 seconds.

Cybersecurity experts told Fox News Digital that a cyberattack on French supermarket freezers should warn the U.S. about critical infrastructure gaps.

The Oracle Health breach exposed medical records, Social Security numbers and diagnoses of nearly 20 million patients across multiple states.

Microsoft CRM Programming Secrets ? Tips For Developers

Software