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, Dashes.app C#, VB. Online, HTML, XML Web Service, XLTP, Script to name a few.
Activity of email type programming is the topic of yesterday’s discussion because Microsoft Exchange CRM connection improvements typically address these modifications. This is the main conversation topic, and how do you create closed activities? We’ll apply C#. Online programming
In handling both incoming and outgoing emails, one of our Exchange Event Handler/Sink’s tasks is to create MS CRM Closed Activity. Using the MS CRM SDK ( handling inbound and outbound XML messages ) and direct access to the MS CRM Database, the interaction with Microsoft CRM takes two forms. This first look at the Shut Action development engine:
1. First we need to know the object we need to make activity for: Account, Lead or Contact. The choice may use a particular set of criteria, such as email address, in our event:
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. Software. 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
logs. Debug(” Prepare for Mail Activity Creating” );
// BizUser proxy image
Microsoft. Crm. System. Vpn. BizUser bizUser = fresh Microsoft. Crm. Program. Surrogate. BizUser( );
ICredentials credentials = new NetworkCredential(sysUserId, sysPassword, sysDomain );
bizUser. Url = crmDir+” BizUser. fs”;
bizUser. Qualifications = certificates;
Microsoft. Crm. Software. Surrogate. CUserAuth userAuth = bizUser. WhoAmI( );
// CRMEmail proxy image
Microsoft. Crm. Program. Surrogate. CRMEmail internet = fresh Microsoft. Crm. Program. Vpn. CRMEmail( );
message. Qualifications = qualifications;
contact. Url = crmDir + “CRMEmail. converter”;
// Laid up the XML series for the task
strActivityXml =””;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;
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. Software. Forms. ObjectType. otSystemUser. ToString( ) +””;
}
else if ( toObjectType = = Microsoft. Crm. Program. Forms. ObjectType. otAccount )
strPartiesXml + =”” + Microsoft. Crm. Software. Forms. ObjectType. otAccount. ToString( ) +””;
}
else if ( toObjectType = = Microsoft. Crm. Program. Forms. ObjectType. otContact )
strPartiesXml + =”” + Microsoft. Crm. Software. Forms. ObjectType. otContact. ToString( ) +””;
}
else if ( toObjectType = = Microsoft. Crm. Software. Forms. ObjectType. otLead )
strPartiesXml + =”” + Microsoft. Crm. Program. Forms. ObjectType. otLead. ToString( ) +””;
}
strPartiesXml + =”” + toObjectId. ToString (” B” ) +””;
strPartiesXml + =””;
strPartiesXml + = Microsoft. Crm. Software. Forms. ACTIVITY_PARTY_TYPE. ACTIVITY_PARTY_TO_RECIPIENT. ToString( );
strPartiesXml + =””;
strPartiesXml + =””;
strPartiesXml + =””;
strPartiesXml + =”” + mailFrom +””;
if ( fromObjectType = = Microsoft. Crm. System. Forms. ObjectType. otSystemUser )
strPartiesXml + =”” + Microsoft. Crm. Software. Forms. ObjectType. otSystemUser. ToString( ) +””;
}
else if ( fromObjectType = = Microsoft. Crm. Software. Forms. ObjectType. otAccount )
strPartiesXml + =”” + Microsoft. Crm. Software. Forms. ObjectType. otAccount. ToString( ) +””;
}
else if ( fromObjectType = = Microsoft. Crm. Program. Forms. ObjectType. otContact )
strPartiesXml + =”” + Microsoft. Crm. Software. Forms. ObjectType. otContact. ToString( ) +””;
}
else if ( fromObjectType = = Microsoft. Crm. Program. Forms. ObjectType. otLead )
strPartiesXml + =”” + Microsoft. Crm. Program. Forms. ObjectType. otLead. ToString( ) +””;
}
strPartiesXml + =”” + fromObjectId. ToString (” B” ) +””;
strPartiesXml + =””;
strPartiesXml + = Microsoft. Crm. Software. 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 ) );
transfer emailId;
}
get ( System. Web. Services. Techniques. Exception electronic )
register. Debug( “ErrorMessage:” + electronic. Communication +”” + e. Detail. OuterXml+” Origin:” + e. Cause );
}
catch ( Excuse e )
logs. Debug(e. Concept+” \r
” + electronic. StackTrace );
}
return new Guid( );
}
5. You must set up the activity’s colors in accordance with MS CRM standards to make the newly created exercise display properly:
public void UpdateActivityCodes( Guid emailId )
try
OleDbCommand order = con. CreateCommand( );
demand. CommandText = “UPDATE ActivityBase SET DirectionCode = ( )” ), StateCode = (? ), PriorityCode = (? ) WHERE ActivityId = (? )”;
command.Prepare();
control. Criteria. Add( new OleDbParameter (” DirectionCode”, Microsoft. Crm. Software. Forms. EVENT_DIRECTION. ED_INCOMING) );
demand. Criteria. Add( new OleDbParameter (” StateCode”, Microsoft. Crm. Program. Forms. ACTIVITY_STATE. ACTS_CLOSED) );
control. Criteria. Add( new OleDbParameter (” PriorityCode”, Microsoft. Crm. Software. Forms. PRIORITY_CODE. PC_MEDIUM) );
order. Guidelines. Add( new OleDbParameter (“ActivityId”, emailId ) );
register. Debug(” Prepare to update exercise password” + emailId. ToString (” B” )+” in ActivityBase” );
command.ExecuteNonQuery();
}
catch( Exception e )
logs. Debug(e. Concept+” \r
” + electronic. StackTrace );
}
}
public void UpdateActivity QueueCodes( Guid emailId, Guid queueId )
try
OleDbCommand order = con. CreateCommand( );
order. SET Priority = ( )” SET CommandText = “UPDATE QueueItemBase SET Priority = ( )” ), State = (? ), QueueId = (? ) WHERE ObjectId = (? )”;
command.Prepare();
control. Criteria. Add( new OleDbParameter (” Priority”, Microsoft. Crm. Software. Forms. PRIORITY_CODE. PC_MEDIUM) );
demand. Criteria. Add( new OleDbParameter (” State”, Microsoft. Crm. Program. Forms. ACTIVITY_STATE. ACTS_CLOSED) );
control. Criteria. Add( new OleDbParameter (” QueueId”, queueId ) );
demand. Criteria. Add( new OleDbParameter ( “ObjectId”, emailId ) );
logs. Debug(” Prepare to update task queue password” + emailId. ToString (” B” )+” in QueueItemBase” );
command.ExecuteNonQuery();
}
catch( Exception e )
logs. Debug(e. Concept+” \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