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 type, C#, VB. Online, multi theme interface HTML, XML Web Service, XLTP, Browser 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. How do you create a finished discussion? This is the main discussion point. We'll apply C#. Online coding
One of our Exchange Event Handler/Sink's jobs involves creating MS CRM Closed Activity, which handles bothincoming and outgoing email communications. 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 design engine:
1. First we need to know the object 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 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 Activity development:
emailId = crmConnector. CreateEmailActivity (
crmUser.GetId(),
Microsoft. Crm. Software. Forms. ObjectType. otAccount, crmAccount. GetId( ),
Microsoft. Crm. System. 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. Software. Surrogate. BizUser bizUser = fresh Microsoft. Crm. Program. Vpn. BizUser( );
ICredentials credentials = new NetworkCredential(sysUserId, sysPassword, sysDomain );
bizUser. Url = crmDir+" BizUser. converter";
bizUser. Qualifications = qualifications;
Microsoft. Crm. Software. Surrogate. CUserAuth userAuth = bizUser. WhoAmI( );
// CRMEmail proxy image
Microsoft. Crm. Software. Vpn. CRMEmail internet = fresh Microsoft. Crm. System. Surrogate. CRMEmail( );
contact. Certificates = qualifications;
message. 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. Program. Forms. ObjectType. otSystemUser )
strPartiesXml + ="" + Microsoft. Crm. Software. Forms. ObjectType. otSystemUser. ToString( ) +"";
}
else if ( toObjectType = = Microsoft. Crm. Software. Forms. ObjectType. otAccount )
strPartiesXml + ="" + Microsoft. Crm. System. 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. Program. Forms. ObjectType. otLead )
strPartiesXml + ="" + Microsoft. Crm. Program. 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. System. Forms. ObjectType. otSystemUser )
strPartiesXml + ="" + Microsoft. Crm. Software. Forms. ObjectType. otSystemUser. ToString( ) +"";
}
else if ( fromObjectType = = Microsoft. Crm. Program. Forms. ObjectType. otAccount )
strPartiesXml + ="" + Microsoft. Crm. System. Forms. ObjectType. otAccount. ToString( ) +"";
}
else if ( fromObjectType = = Microsoft. Crm. Software. Forms. ObjectType. otContact )
strPartiesXml + ="" + Microsoft. Crm. Software. Forms. ObjectType. otContact. ToString( ) +"";
}
else if ( fromObjectType = = Microsoft. Crm. Software. Forms. ObjectType. otLead )
strPartiesXml + ="" + Microsoft. Crm. Program. 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 thing
Guid emailId = fresh Guid(email. Create(userAuth, strActivityXml, strPartiesXml ) );
transfer emailId;
}
find ( System. Web. Services. Techniques. Exception electronic )
logs. Debug( "ErrorMessage:" + electronic. Communication +"" + e. Detail. OuterXml+" Resource:" + e. Cause );
}
catch ( Exception e )
register. Debug(e. Concept+" \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 properly:
public void UpdateActivityCodes( Guid emailId )
try
OleDbCommand control = conn. CreateCommand( );
order. CommandText = "UPDATE ActivityBase SET DirectionCode = ( )" ), StateCode = (? ), PriorityCode = (? ) WHERE ActivityId = (? )";
command.Prepare();
control. Criteria. Add( new OleDbParameter (" DirectionCode", Microsoft. Crm. Program. Forms. EVENT_DIRECTION. ED_INCOMING) );
demand. Criteria. Add( new OleDbParameter (" StateCode", Microsoft. Crm. Program. Forms. ACTIVITY_STATE. ACTS_CLOSED) );
demand. Criteria. Add( new OleDbParameter (" PriorityCode", Microsoft. Crm. Program. Forms. PRIORITY_CODE. PC_MEDIUM) );
control. Guidelines. Add( new OleDbParameter ("ActivityId", emailId ) );
logs. Debug(" Prepare to update exercise code" + emailId. ToString (" B" )+" in ActivityBase" );
command.ExecuteNonQuery();
}
catch( Exception e )
register. Debug(e. Concept+" \r
" + electronic. StackTrace );
}
}
public void UpdateActivity QueueCodes( Guid emailId, Guid queueId )
try
OleDbCommand control = conn. CreateCommand( );
order. SET Priority = ( )" SET CommandText = "UPDATE QueueItemBase SET Priority = ( )" ), State = (? ), QueueId = (? ) WHERE ObjectId = (? )";
command.Prepare();
order. Guidelines.