Microsoft CRM is CRM answer from Microsoft and attempt to get market share from Siebel, Oracle and others traditional Client Relationship Management System vendors. Microsoft CRM uses all the spectrum of Microsoft recent technologies: .Net, MS Exchange, MS Outlook, MS SQL Server, Replication, Indexing, Active Directory, Windows 2000/2003 security model, C#, VB.Net, HTML, XML Web Service, XLTP, Javascript to name a few.
Today's topic is Activity of email type programming - you usually deal with these customizations when you improve Microsoft Exchange CRM connector. How do you create closed activity - this is the main discussion topic. We'll use C#.Net coding
One of the roles of our Exchange Event Handler/Sink is creation MS CRM Closed Activity in handling incoming and outgoing email messages. The interaction with Microsoft CRM uses two approached ? using MS CRM SDK (handling inbound and outbound XML messages) and via direct access to MS CRM Database. Let's first look at the Closed Activity creation algorithm:
1. First we need to understand the entity we need to create activity for: Account, Lead or Contact. The selection should use specific criteria ? in our case this is email address:
if ((crmAccount = crmConnector.GetAccount(mailboxFrom)) != null) {
}
else if ((crmContact = crmConnector.GetContact(mailboxFrom)) != null) {
}
else if ((crmLead = crmConnector.GetLead(mailboxFrom)) != null) {
}
2. Then we have to get GUID of MS CRM user, who owns this entity, C# code like this:
crmUser = crmConnector.GetUser(crmAccount.GetOwnerId());
3. Next step is closed Activity creation:
emailId = crmConnector.CreateEmailActivity(
crmUser.GetId(),
Microsoft.Crm.Platform.Types.ObjectTy pe.otAccount, crmAccount.GetId(),
Microsoft.Crm.Platform.Types.ObjectType.otSystemUser, crmUser.GetId(),
crmAccount.GetEmailAddress(), crmUser.GetEmailAddress(), sSubject, sBody);
4. The method to create closed activity:
public Guid CreateEmailActivity(Guid userId, int fromObjectType, Guid fromObjectId, int toObjectType, Guid toObjectId, string mailFrom, string mailTo, 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 += "" + mailTo + "";
if (toObjectType == Microsoft.Crm.Platform.Types.ObjectType.otSystemUser) {
strPartiesXml += "" + Microsoft.Crm.Platform.Types.ObjectType.otSystemUser.ToString() + "";
}
else if (toObjectType == Microsoft.Crm.Platform.Types.ObjectType.otAccount) {
strPartiesXml += "" + Microsoft.Crm.Platform.Types.ObjectType.otAccount.ToString() + "";
}
else if (toObjectType == Microsoft.Crm.Platform.Types.ObjectType.otContact) {
strPartiesXml += "" + Microsoft.Crm.Platform.Types.ObjectType.otContact.ToString() + "";
}
else if (toObjectType == Microsoft.Crm.Platform.Types.ObjectType.otLead) {
strPartiesXml += "" + Microsoft.Crm.Platform.Types.ObjectType.otLead.ToString() + "";
}
strPartiesXml += ""+ toObjectId.ToString("B") + "";
strPartiesXml += "";
strPartiesXml += Microsoft.Crm.Platform.Types.ACTIVITY_PARTY_TYPE.ACTIVITY_PARTY_TO_RECIPIENT.ToString();
strPa rtiesXml += "";
strPartiesXml += "";
strPartiesXml += "";
strPartiesXml += "" + mailFrom + "";
if (fromObjectType == Microsoft.Crm.Platform.Types.ObjectType.otSystemUser) {
strPartiesXml += "" + Microsoft.Crm.Platform.Types.ObjectType.otSystemUser.ToString() + "";
}
else if (fromObjectType == Microsoft.Crm.Platform.Types.ObjectType.otAccount) {
strPartiesXml += "" + Microsoft.Crm.Platform.Types.ObjectType.otAccount.ToString() + "";
}
else if (fromObjectType == Microsoft.Crm.Platform.Types.ObjectType.otContact) {
strPartiesXml += "" + Microsoft.Crm.Platform.Types.ObjectType.otContact.ToString() + "";
}
else if (fromObjectType == Microsoft.Crm.Platform.Types.ObjectType.otLead) {
strPartiesXml += "" + Microsoft.Crm.Platform.Types.ObjectType.otLead.ToString() + "";
}
strPartiesXml += ""+ fromObjectId.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();
}
5. To make the activity just created be shown correctly you need to setup it's flags according to MS CRM standards:
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);
}
}
public void UpdateActivityQueueCodes(Guid emailId, Guid queueId) {
try {
OleDbCommand command = conn.CreateCommand();
command.CommandText = "UPDATE QueueItemBase SET Priority = (?), State = (?), QueueId = (?) WHERE ObjectId = (?)";
command.Prepare();
command.Parameters.Add(new OleDbParameter("Priority", Microsoft.Crm.Platform.Types.PRIORITY_CODE.PC_MEDIUM));
command.Parameters.Add(new OleDbParameter("State", Microsoft.Crm.Platform.Types.ACTIVITY_STATE.ACTS_CLOSED));
command.Parameters.Add(new OleDbParameter("QueueId", queueId));
command.Parameters.Add(new OleDbParameter("ObjectId", emailId));
log.Debug("Prepare to update activity queue code " + emailId.ToString("B") + " in QueueItemBase");
command.ExecuteNonQuery();
}
catch(Exception e) {
log.Debug(e.Message + " " + e.StackTrace);
}
}
Happy customizing, implementing and modifying! If you want us to do the job - give us a call 1-866-528-0577! help@albaspectrum.com
About The Author
Boris Makushkin is Lead Software Developer in Alba Spectrum Technologies ? USA nationwide Microsoft CRM, Microsoft Great Plains customization company, based in Chicago, Boston, San Francisco, San Diego, Los Angeles, Houston, Dallas, Atlanta, Miami, Montreal, Toronto, Vancouver, Madrid, Moscow, Europe and internationally (help@albaspectrum.com), he is Microsoft CRM SDK, C#, VB.Net, SQL, Oracle, Unix developer. Boris can be reached: 1-866-528-0577 or help@albaspectrum.com.
shuttle from O'Hare Bingham .. Lockport Chicago limo O’HareThis is a short article, written in question/answer/FAQ style to... Read More
Is Photoshop CS2 worth the upgrade? You bet it is!... Read More
Preventive Maintenance (PM) is defined as scheduled work done on... Read More
Task Manager is a Windows system utility that displays thetasks... Read More
For a long time now Microsoft's Internet Explorer has ruled... Read More
Microsoft CRM ? Client Relationship Management package from Microsoft Business... Read More
Microsoft Business Solutions Great Plains fits to majority of horizontal... Read More
It???s easy to understand why you might be drawn to... Read More
Need software to record your voice, streaming audio or musical... Read More
.Net Framework is a platform or development environment to seamlessly... Read More
The destruction of the Soviet Union about 15 years ago,... Read More
Icons are used everywhere; right from software applications, to internet... Read More
One day, you suddenly realize that your computer started to... Read More
If your company has regional and worldwide operations, you might... Read More
Microsoft Great Plains ? ERM from Microsoft Business Solutions and... Read More
Spyware is software or hardware installed on a computer without... Read More
Introduction: The creating of a computer program involves a number... Read More
People often ask me: What image file formats will Photoshop... Read More
Fleet Maintenance Management is a critical position in any company... Read More
When you visit department stores and see that majority of... Read More
Microsoft Great Plains fits to majority of horizontals and retail... Read More
Microsoft Business Solutions Great Plains was designed back in the... Read More
Former Great Plains Software Dynamics/eEnterprise and currently Microsoft Business Solutions... Read More
In our case ? we serve Microsoft Business Solutions ERP... Read More
Let us give you - developer some hints in the... Read More
Mishawaka limo O'Hare ..Microsoft Business Solutions Great Plains is very popular ERP/MRP applications... Read More
This tutorial covers OLAP solutions used by Data warehouses and... Read More
In this short FAQ style article we would like to... Read More
Looks like Microsoft Great Plains becomes more and more popular,... Read More
ERP is the acronym of Enterprise Resource Planning. Multi-module ERP... Read More
Simply put, fleet maintenance allows companies to monitor and maintain... Read More
This article will not attempt to advocate the use of... Read More
Hey Guys! Don't raise your eyebrows or fear by hearing... Read More
Microsoft Business Solutions CRM proved to be reliable solution in... Read More
1. With mapping software you can create a report that... Read More
Some introduction into Great Plains Software products, now Microsoft Business... Read More
Now that spyware is the single most dangerous threat to... Read More
There are plenty of articles out there about how to... Read More
Does Microsoft Have any Real Competition? Copyright (c) 2003 Gregory... Read More
As Mozilla Firefox nears 10% market share, with well over... Read More
Microsoft Business Solutions Great Plains, former Great Plains Software Dynamics/eEnterprise... Read More
After seeing many people complain about their weak Internet security... Read More
Linux essentials:It's free for download but you have to pay... Read More
Music downloads are off the charts! We're listening to digital... Read More
This article is for advanced Microsoft CRM SDK C# developers.... Read More
SOFTWARE PIRACY We regularly hear reports... Read More
Best Software Act! is very popular CRM for small and... Read More
Navision Software was purchased by Microsoft and now it is... Read More
Sticky Noteshttp://www.deprice.com/stickynote.htmWith StickyNote 9.0, you can create beautiful 3D notes... Read More
Most people don't use Photoshop to its fullest capabilities. Here... Read More
Software |