| |
| |
|
Software Information |
|
|
|
Microsoft CRM Customization Secrets - Second Edition
This article is for advanced Microsoft CRM SDK C# developers. It describes the technique of direct SQL programming, when SDK doesn't have the functionality to do the job. Introduction. Looks like Microsoft CRM becomes more and more popular, partly because of Microsoft muscles behind it. Now it is targeted to the whole spectrum of horizontal and vertical market clientele. It is tightly integrated with other Microsoft Business Solutions products such as Microsoft Great Plains, Solomon, Navision (the last two in progress). Here we describe the technique of creating closed activity-email using MS CRM SDK and direct SQL programming. 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 activity-email 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: 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("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 += "" + crmUser.GetEmailAddress() + ""; strPartiesXml += "" + Microsoft.Crm.Platform.Types.ObjectType.otSystemUser.ToString() + ""; strPartiesXml += ""+ crmUser.GetId().ToString("B") + ""; strPartiesXml += ""; strPartiesXml += Microsoft.Crm.Platform.Types.ACTIVITY_PARTY_TYPE.ACTIVITY_PARTY_TO_RECIPIENT.ToString(); strPartiesXml += ""; strPartiesXml += ""; strPartiesXml += ""; strPartiesXml += "" + mailFrom + ""; if (objectType == Microsoft.Crm.Platform.Types.ObjectType.otAccount) { strPartiesXml += "" + Microsoft.Crm.Platform.Types.ObjectType.otAccount.ToString() + ""; } else if (objectType == Microsoft.Crm.Platform.Types.ObjectType.otContact) { strPartiesXml += "" + Microsoft.Crm.Platform.Types.ObjectType.otContact.ToString() + ""; } else if (objectType == Microsoft.Crm.Platform.Types.ObjectType.otLead) { strPartiesXml += "" + Microsoft.Crm.Platform.Types.ObjectType.otLead.ToString() + ""; } strPartiesXml += ""+ objectId.ToString("B") + ""; strPartiesXml += ""; strPartiesXml += Microsoft.Crm.Platform.Types.ACTIVITY_PARTY_TYPE.ACTIVITY_PARTY_SENDER.ToString(); strPartiesXml += ""; 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(); } Our credits to Anna Osborn (so obviously small pocket aquarium goes to her - smile!), she let us know how to close MS CRM Activity: //creates the activity strActivityId = oActivity.Create(userAuth, strXml, activityPartyXml); //closes it as long as the relevant fields are complete oActivity.Close(userAuth, strActivityId, -1); But in any case whatever you find below could help you to do whatever CRM SDK can't. 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 = "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); } } Happy customizing! if you want us to do the job - give us a call 1-866-528-0577! help@albaspectrum.com About The Author Andrew Karasev is Chief Technology Officer in Alba Spectrum Technologies - USA nationwide Microsoft CRM, Microsoft Great Plains customization company, based in Chicago, Arizona, California, Colorado, Texas, New York, Georgia, Florida, Canada, UK, Australia and having locations in multiple states and internationally , he is Dexterity, SQL, C#.Net, Crystal Reports and Microsoft CRM SDK developer; akarasev@albaspectrum.com
MORE RESOURCES:
Software - Google News |
|
|
|
RELATED ARTICLES
Lotus Domino: Reports and Connectors - Crystal Reports, XML, ODBC/JDBC, OLE Lotus Notes Domino is very efficient in electronic document workflow automation. Unfortunately the electronic document workflow can not replace paper documents completely. Microsoft Great Plains - Licensing & Product Versions Current Microsoft Business Solutions Great Plains has more that 10 years of history. Former Great Plains Software had two lines of Great Plains: Dynamics & Dynamics C/S+, later on renamed into eEnterprise. Microsoft Great Plains version 8.5: Upgrade, Customization, VBA, Crystal Reports - Highlights Microsoft Great Plains is one of the Microsoft Business Solutions family ERP products: Great Plains, Navision, Axapta, Solomon, Small Business Manager. MBS also has Microsoft CRM - Client Relation Management software and Microsoft Retail Management System (Microsoft RMS)Microsoft Great Plains 8. Cisco Certification: Introduction To ISDN, Part IV In part III of this ISDN primer, we learned that PPP has two main methods of authentication that Cisco certification candidates need to know how to configure: PAP and CHAP.PAP has very few advantages over CHAP. How to Choose the BEST Charting Software I suggest that you do not spend a lot of money on charting software as most perform very similar functions. Often the price is inflated to capitalize on the mentality that expensive is better. Getting Technical Support Help Online Sometimes your PC will start acting strange for no apparent reason or a program which you use regularly will all of a sudden stop working as it should. This can be a frustrating experience especially if you have no idea where to go for help. What To Do When Windows Wont Boot When Windows fails to boot it is normally caused by you installing a program or device and it has caused a conflict with one or more other programs.This will no doubt give you plenty of heartaches if you're not certain which program caused Windows to not boot up. Imagine if Everyone Working In Your Office Was In Synch? Microsoft-Outlook is a pretty amazing program. So much more than simply an e-mail client, it provides a task list, a powerful calendar with recurring scheduling capabilities, wonderful electronic sticky notes, mail-merge capability with MS-Word support and so much more. Great Plains Customization Upgrade- Overview For CIO/IT Director Around the same time Microsoft made its move with .Net introduction and tried to gain portion of cheaper databases market: Pervasive SQL/Btrieve, Ctree/Faircom - and launched free MSDE database program. Things You Can Do With Windows XP! Did you ever give a thought to the number of things you can do with Windows XP? Take your own time and think.. What is Software Piracy? There are several kinds of software piracy. The bottom line is when software is pirated, the developer does not receive compensation for their work. Passwords Used In Microsoft Word Documents You would like to protect your documents, wouldn't you? Reasons may vary but the problem is the same - you need to protect your Microsoft Word documents from unauthorized editing or viewing. What document protection features does Microsoft® Office Word 2003, a part of Microsoft Office Professional Edition 2003 provide?Microsoft Word features for document protection. Alien Intruders! You probably didn't casually invite, or extend a formal attendance request to, these undesirables known as viruses.Regardless of your opinions, such cyber-nomads may call on you, complete and active, with their destructive payloads. Software Companies: Generate New Revenue Streams and Decrease Costs with Custom e-Learning Content It's no secret that software companies operate in a very competitive space where rivalry is increasingly fierce and where profit margins can be razor thin. New, smaller software companies are sprouting up each month and the leading software companies continually make strong advancements forward leveraging massive cash flow reserves. Five Reasons for Using an O/R Mapping Tool So, why should you use any O/R mapping tool? I am not talking about a specific tool but rather all O/R mapping tools in general. There are a number of reasons for using an O/R mapping tool but before I dive into that, let me give you a brief overview of what an O/R mapping tool really is. What is Spyware? Are You Being Watched? Find out why Spyware Removal from computers is important and how adware infestations affect your computer, your privacy and your family.Internet users worldwide spend several hours to several days each week browsing or searching the net. Microsoft CRM Conversation Gateway: VoIP - Implementation & Customization Microsoft CRM is winning market share step-by-step from such the traditional CRM providers as Siebel, Saleslogix. In this article we'll show Microsoft Business Solutions CRM potential in the VoIP direction. How to Make Own CMS Every day millions of new web documents emerge on the Internet, and the amount of web management tools is growing simultaneously. These tools are usually referred to as Content Management Systems, CMS for short. Spyware, Adware, etc. -- Terms and Common Sense When reading an article where some term is used often, it is useful to make sure the author of the article and you mean the same. Not surprisingly for those who still remember English lessons at school, every noun ending with "ware" is a mixture of objects having something in common--usually used for similar purposes. Microsoft Great Plains Payroll Module Customization Scenarios It is now common thing when large corporation selects mid-market ERP or so-called standard functionality MRP solution as its corporate accounting system. Microsoft Business Solutions Great Plains is very good candidate.
|
| home | site map |
| © 2006 |
