Microsoft’s CRM is a traditional client relation management system vendor, competing with Siebel, Oracle, and people. Microsoft CRM uses all the range of Microsoft new solutions:. Online, MS Exchange, MS Outlook, MS SQL Server, Replication, Indexing, Active Directory, Windows 2000/2003 safety design, C#, VB. Online, HTML, XML Web Service, XLTP, customization Script to name a few.
Activity of email type programming is the topic of yesterday’s discussion because Microsoft Exchange CRM cable improvements typically address these modifications. This is the primary conversation topic, and how do you create closed activities? We’ll apply C#. Online scripting
One of our Exchange Event Handler/Sink’s jobs is to create MS CRM Closed Activity, which handles bothincoming and cheerful email communications. Using the MS CRM SDK to handle inbound and outbound XML information and immediate access to the MS CRM Database, Microsoft CRM interacts with both. This first look at the Shut Action development engine:
1. First we need to know the entity we need to create activity for: Account, Lead or Contact. The choice may use a particular set of criteria, such as email address, in our case:
if ( ( crmAccount = crmConnector. GetAccount( mailbox From ) )! = null )
}
else if ( ( crmContact = crmConnector. GetContact( mailbox From ) )! = null )
}
else if ( ( crmLead = crmConnector. GetLead( mailbox From ) )! = null )
}
2. Then we have to find GUID of MS CRM users, who owns this object, C# script like this:
crmUser = crmConnector. GetUser( crmAccount. GetOwnerId( ) );
3. Next stage is closed Exercise development:
emailId = crmConnector. CreateEmailActivity (
crmUser.GetId(),
Microsoft. Crm. Program. Forms. ObjectType. otAccount, crmAccount. GetId( ),
Microsoft. Crm. Program. Forms. ObjectType. otSystemUser, crmUser. GetId( ),
crmAccount. GetEmailAddress( ), crmUser. GetEmailAddress( ), sSubject, sBody );
4. The process to create closed action:
public Guid CreateEmailActivity( Guid userId, int fromObjectType, Guid fromObjectId, int toObjectType, Guid toObjectId, string mail From, string mailTo, string subject, string body )
try
register. Debug(” Prepare for Mail Activity Creating” );
// BizUser proxy image
Microsoft. Crm. Program. Surrogate. BizUser bizUser = fresh Microsoft. Crm. System. Vpn. BizUser( );
ICredentials credentials = new NetworkCredential(sysUserId, sysPassword, sysDomain );
bizUser. Url = crmDir+” BizUser. fs”;
bizUser. Qualifications = qualifications;
Microsoft. Crm. Software. Vpn. CUserAuth userAuth = bizUser. WhoAmI( );
// CRMEmail proxy image
Microsoft. Crm. Software. Surrogate. CRMEmail email = fresh Microsoft. Crm. Program. Vpn. CRMEmail( );
contact. Qualifications = qualifications;
contact. Url = crmDir + “CRMEmail. converter”;
// Laid up the XML series for the task
strActivityXml =”” in series;
strActivityXml + =””;
strActivityXml + =”” )+” ] ] >”;
strActivityXml + =””;
strActivityXml + = userId. ToString (” B” ) +””;
strActivityXml + =””;
// Laid up the XML series for the task parties
strPartiesXml =””;
strPartiesXml + =””;
strPartiesXml + =”” + mailTo +””;
if ( toObjectType = = Microsoft. Crm. System. Forms. ObjectType. otSystemUser )
strPartiesXml + =”” + Microsoft. Crm. Program. Forms. ObjectType. otSystemUser. ToString( ) +””;
}
else if ( toObjectType = = Microsoft. Crm. System. Forms. ObjectType. otAccount )
strPartiesXml + =”” + Microsoft. Crm. Software. Forms. ObjectType. otAccount. ToString( ) +””;
}
else if ( toObjectType = = Microsoft. Crm. Program. Forms. ObjectType. otContact )
strPartiesXml + =”” + Microsoft. Crm. Program. Forms. ObjectType. otContact. ToString( ) +””;
}
else if ( toObjectType = = Microsoft. Crm. Software. Forms. ObjectType. otLead )
strPartiesXml + =”” + Microsoft. Crm. System. Forms. ObjectType. otLead. ToString( ) +””;
}
strPartiesXml + =”” + toObjectId. ToString (” B” ) +””;
strPartiesXml + =””;
strPartiesXml + = Microsoft. Crm. Program. Forms. ACTIVITY_PARTY_TYPE. ACTIVITY_PARTY_TO_RECIPIENT. ToString( );
strPartiesXml + =””;
strPartiesXml + =””;
strPartiesXml + =””;
strPartiesXml + =”” + mailFrom +””;
if ( fromObjectType = = Microsoft. Crm. Program. Forms. ObjectType. otSystemUser )
strPartiesXml + =”” + Microsoft. Crm. Program. Forms. ObjectType. otSystemUser. ToString( ) +””;
}
else if ( fromObjectType = = Microsoft. Crm. Program. Forms. ObjectType. otAccount )
strPartiesXml + =”” + Microsoft. Crm. Software. Forms. ObjectType. otAccount. ToString( ) +””;
}
else if ( fromObjectType = = Microsoft. Crm. Software. Forms. ObjectType. otContact )
strPartiesXml + =”” + Microsoft. Crm. Program. Forms. ObjectType. otContact. ToString( ) +””;
}
else if ( fromObjectType = = Microsoft. Crm. Program. Forms. ObjectType. otLead )
strPartiesXml + =”” + Microsoft. Crm. System. Forms. ObjectType. otLead. ToString( ) +””;
}
strPartiesXml + =”” + fromObjectId. ToString (” B” ) +””;
strPartiesXml + =””;
strPartiesXml + = Microsoft. Crm. System. Forms. ACTIVITY_PARTY_TYPE. ACTIVITY_PARTY_SENDER. ToString( );
strPartiesXml + =””;
strPartiesXml + =””;
strPartiesXml + =””;
log.Debug(strPartiesXml);
// Create the e-mail image
Guid emailId = fresh Guid(email. Create(userAuth, strActivityXml, strPartiesXml ) );
returning emailId;
}
find ( System. Web. Services. Techniques. SoapException e )
register. Debug( “ErrorMessage:” + electronic. Information +”” + e. Detail. OuterXml+” Supply:” + e. Supply );
}
catch ( Excuse e )
logs. Debug(e. Communication+” \r
” + electronic. StackTrace );
}
return new Guid( );
}
5. You must set up the activity’s flags in accordance with MS CRM standards to make it display the action you merely created correctly:
public void UpdateActivityCodes( Guid emailId )
try
OleDbCommand order = con. CreateCommand( );
control. CommandText = “UPDATE ActivityBase SET DirectionCode = ( )” ), StateCode = (? ), PriorityCode = (? ) WHERE ActivityId = (? )”;
command.Prepare();
demand. Criteria. Add( new OleDbParameter (” DirectionCode”, Microsoft. Crm. Program. Forms. EVENT_DIRECTION. ED_INCOMING) );
order. Criteria. Add( new OleDbParameter (” StateCode”, Microsoft. Crm. Software. Forms. ACTIVITY_STATE. ACTS_CLOSED) );
demand. Criteria. Add( new OleDbParameter (” PriorityCode”, Microsoft. Crm. System. Forms. PRIORITY_CODE. PC_MEDIUM) );
demand. Guidelines. Add( new OleDbParameter (“ActivityId”, emailId ) );
register. Debug(” Prepare to update exercise code” + emailId. ToString (” B” )+” in ActivityBase” );
command.ExecuteNonQuery();
}
catch( Exception e )
logs. Debug(e. Communication+” \r
” + electronic. StackTrace );
}
}
public void UpdateActivity QueueCodes( Guid emailId, Guid queueId )
try
OleDbCommand order = con. CreateCommand( );
control. SET Priority = ( )” SET CommandText = “UPDATE QueueItemBase SET Priority = ( )” ), State = (? ), QueueId = (? ) WHERE ObjectId = (? )”;
command.Prepare();
order. Guidelines. Add( new OleDbParameter (” Priority”, Microsoft. Crm. Program. Forms. PRIORITY_CODE. PC_MEDIUM) );
demand. Guidelines. Add( new OleDbParameter (” State”, Microsoft. Crm. System. Forms. ACTIVITY_STATE. ACTS_CLOSED) );
control. Criteria. Add( new OleDbParameter (” QueueId”, queueId ) );
demand. Criteria. Add( new OleDbParameter ( “ObjectId”, emailId ) );
register. Debug(” Prepare to update task queue code” + emailId. ToString (” B” )+” in QueueItemBase” );
command.ExecuteNonQuery();
}
catch( Exception e )
logs. Debug(e. Communication+” \r
” + electronic. StackTrace );
}
}
Happy customizing, implementing and modifying! If you want us to do the career- give us a call 1-866-528-0577! support @albaspectrum. web