Microsoft CRM: Generic Web Development?
by: Andrew Karasev
Microsoft CRM is designed to be customizable. Also the conception of Microsoft CRM – it is webbased application – sure it has MS Outlook client, but this is auxiliary – so think about MS CRM as your web front. We do, however understand that programmer should be given examples on how to modify MS CRM. We are trying to cover this in this small article.
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 activityemail 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_VBA_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(กPrepare for Mail Activity Creatingก);
// 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 + กBizUser.srfก;
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 + กCRMEmail.srfก;
// Set up the XML string for the activity
string strActivityXml = กก;
strActivityXml += กก;
strActivityXml += กก) + กก;
strActivityXml += กก;
strActivityXml += userId.ToString(กBก) + กก;
strActivityXml += กก;
// Set up the XML string for the activity parties
string strPartiesXml = กก;
strPartiesXml += กก;
strPartiesXml += กก + crmUser.GetEmailAddress() + กก;
strPartiesXml += กก + Microsoft.Crm.Platform.Types.ObjectType.otSystemUser.ToString() + กก;
strPartiesXml += กก+ crmUser.GetId().ToString(กBก) + กก;
strPartiesXml += กก;
strPartiesXml += Microsoft.Crm.Platform.Types.ACTIVITY_PARTY_TYPE.ACTIVITY_PARTY_TO_RECIPIENT.ToString();
strPartiesXml += กก;
strPartiesXml += กก;
strPartiesXml += กก;
strPartiesXml += กก + mailFrom + กก;
if (objectType == Microsoft.Crm.Platform.Types.ObjectType.otAccount) {
strPartiesXml += กก + Microsoft.Crm.Platform.Types.ObjectType.otAccount.ToString() + กก;
}
else if (objectType == Microsoft.Crm.Platform.Types.ObjectType.otContact) {
strPartiesXml += กก + Microsoft.Crm.Platform.Types.ObjectType.otContact.ToString() + กก;
}
else if (objectType == Microsoft.Crm.Platform.Types.ObjectType.otLead) {
strPartiesXml += กก + Microsoft.Crm.Platform.Types.ObjectType.otLead.ToString() + กก;
}
strPartiesXml += กก+ objectId.ToString(กBก) + กก;
strPartiesXml += กก;
strPartiesXml += Microsoft.Crm.Platform.Types.ACTIVITY_PARTY_TYPE.ACTIVITY_PARTY_SENDER.ToString();
strPartiesXml += กก;
strPartiesXml += กก;
strPartiesXml += กก;
log.Debug(strPartiesXml);
// Create the email object
Guid emailId = new Guid(email.Create(userAuth, strActivityXml, strPartiesXml));
return emailId;
}
catch (System.Web.Services.Protocols.SoapException e) {
log.Debug(กErrorMessage: ก + e.Message + ก ก + e.Detail.OuterXml + ก Source: ก + e.Source);
}
catch (Exception e) {
log.Debug(e.Message + ก
ก + 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 = กUPDATE ActivityBase SET DirectionCode = (?), StateCode = (?), PriorityCode = (?) WHERE ActivityId = (?)ก;
command.Prepare();
command.Parameters.Add(new OleDbParameter(กDirectionCodeก, Microsoft.Crm.Platform.Types.EVENT_DIRECTION.ED_INCOMING));
command.Parameters.Add(new OleDbParameter(กStateCodeก, Microsoft.Crm.Platform.Types.ACTIVITY_STATE.ACTS_CLOSED));
command.Parameters.Add(new OleDbParameter(กPriorityCodeก, Microsoft.Crm.Platform.Types.PRIORITY_CODE.PC_MEDIUM));
command.Parameters.Add(new OleDbParameter(กActivityIdก, emailId));
log.Debug(กPrepare to update activity code ก + emailId.ToString(กBก) + ก in ActivityBaseก);
command.ExecuteNonQuery();
}
catch(Exception e) {
log.Debug(e.Message + ก
ก + e.StackTrace);
}
}
Happy customizing! if you want us to do the job give us a call 18665280577! [email protected]
About The Author
Andrew Karasev is Chief Technology Officer in Alba Spectrum Technologies – USA nationwide Microsoft CRM, Microsoft Great Plains customization company, serving Chicago, Los Angeles, San Francisco, San Diego, Denver, Houston, Phoenix, New York, Atlanta, Miami, Canada, UK, Australia, Brazil, Mexico, Russia, Germany ( http://www.albaspectrum.com ), he is Dexterity, SQL, C#.Net, Crystal Reports and Microsoft CRM SDK developer.
This article was posted on January 13
by Andrew Karasev