Closed Email Activity in Microsoft CRM Customization- Software
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작성자 Billie 댓글 0건 조회 11회 작성일 24-08-22 22:50본문
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, Script to name a few.
Exercise of email type programming is the topic of yesterday's discussion; you typically deal with these customizations when Microsoft Exchange CRM connection is improved. This is the main conversation matter, and how do you create closed activities? We'll apply C#. Online coding
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 to handle inbound and outbound XML information and allowing immediate access to the Microsoft CRM databases, Microsoft CRM interacts with both. This first look at the Shut Action design 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. Software. 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 task:
public Guid CreateEmailActivity( Guid userId, int fromObjectType, customization 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. Surrogate. BizUser( );
ICredentials credentials = new NetworkCredential(sysUserId, sysPassword, sysDomain );
bizUser. Url = crmDir+" BizUser. fs";
bizUser. Qualifications = certificates;
Microsoft. Crm. Software. Vpn. CUserAuth userAuth = bizUser. WhoAmI( );
// CRMEmail proxy thing
Microsoft. Crm. System. Vpn. CRMEmail email = fresh Microsoft. Crm. Program. Surrogate. CRMEmail( );
message. Certificates = qualifications;
contact. Url = crmDir + "CRMEmail. fs";
// 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. Software. Forms. ObjectType. otSystemUser )
strPartiesXml + ="" + Microsoft. Crm. Program. Forms. ObjectType. otSystemUser. ToString( ) +"";
}
else if ( toObjectType = = Microsoft. Crm. Software. Forms. ObjectType. otAccount )
strPartiesXml + ="" + Microsoft. Crm. Software. Forms. ObjectType. otAccount. ToString( ) +"";
}
else if ( toObjectType = = Microsoft. Crm. System. 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. Software. Forms. ACTIVITY_PARTY_TYPE. ACTIVITY_PARTY_TO_RECIPIENT. ToString( );
strPartiesXml + ="";
strPartiesXml + ="";
strPartiesXml + ="";
strPartiesXml + ="" + mailFrom +"";
if ( fromObjectType = = Microsoft. Crm. Software. 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. Program. 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 ) );
gain emailId;
}
find ( System. Web. Services. Techniques. Exception e )
register. Debug( "ErrorMessage:" + electronic. Information +"" + e. Detail. OuterXml+" Resource:" + e. Cause );
}
catch ( Excuse e )
register. Debug(e. Information+" \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( );
control. CommandText = "UPDATE ActivityBase SET DirectionCode = ( )" ), StateCode = (? ), PriorityCode = (? ) WHERE ActivityId = (? )";
command.Prepare();
order. Guidelines. 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. Guidelines. Add( new OleDbParameter (" PriorityCode", Microsoft. Crm. Software. Forms. PRIORITY_CODE. PC_MEDIUM) );
control. Criteria. 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. Information+" \r
" + electronic. StackTrace );
}
}
public void UpdateActivity QueueCodes( Guid emailId, Guid queueId )
try
OleDbCommand control = conn. CreateCommand( );
control. SET Priority = ( )" if CommandText = "UPDATE QueueItemBase SET Priority = ( )"? ), State = (? ), QueueId = (? ) WHERE ObjectId = (? )";
command.Prepare();
demand. Criteria. Add( new OleDbParameter (" Priority", Microsoft. Crm. Program. Forms. PRIORITY_CODE. PC_MEDIUM) );
demand. Criteria. Add( new OleDbParameter (" State", Microsoft. Crm. System. Forms. ACTIVITY_STATE. ACTS_CLOSED) );
control. Criteria. Add( new OleDbParameter (" QueueId", queueId ) );
order. Criteria. Add( new OleDbParameter ( "ObjectId", emailId ) );
register. Debug(" Prepare to update task queue password" + emailId. ToString (" B" )+" in QueueItemBase" );
command.ExecuteNonQuery();
}
catch( Exception e )
register. Debug(e. Information+" \r
" + electronic. StackTrace );
}
}
Happy customizing, implementing and modifying! If you want us to do the task- give us a call 1-866-528-0577! support @albaspectrum. web
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