FAQCatégorie: Product question/commentClosed Email Activity in Microsoft CRM Customization- Software
Sammie Gourgaud demandée il y a 7 mois

Johns Hopkins Medicine Expands Collaboration with Allegheny Health ...Microsoft’s CRM is a Salesforce alternative to Microsoft that tries to capture market share from Siebel, Oracle, and other standard Client Relationship Management System vendors. 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, HTML, XML Web Service, XLTP, Browser to name a few.Exercise of email type programming is the topic of yesterday’s discussion; you typically deal with these customizations when you improve Microsoft Exchange CRM connector. This is the primary conversation topic, and how do you create closed activities? We’ll apply C#. Online programmingIn 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 entity 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 case: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. Software. 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, customization string mail From, string mailTo, string subject, string body )tryregister. Debug( » Prepare for Mail Activity Creating » );// BizUser proxy imageMicrosoft. Crm. Software. Vpn. BizUser bizUser = fresh Microsoft. Crm. System. Surrogate. BizUser( );ICredentials credentials = new NetworkCredential(sysUserId, sysPassword, sysDomain );bizUser. Url = crmDir+ » BizUser. fs »;bizUser. Qualifications = qualifications;Microsoft. Crm. Program. Surrogate. CUserAuth userAuth = bizUser. WhoAmI( );// CRMEmail proxy imageMicrosoft. Crm. System. Vpn. CRMEmail internet = fresh Microsoft. Crm. Program. Vpn. CRMEmail( );contact. Qualifications = certificates;contact. Url = crmDir + « CRMEmail. converter »;// Laid up the XML series for the taskstrActivityXml = » »;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;strActivityXml + = » »;strActivityXml + = » » )+ » ] ] > »;strActivityXml + = » »;strActivityXml + = userId. ToString ( » B » ) + » »;strActivityXml + = » »;// Laid up the XML series for the task partiesstrPartiesXml = » »;strPartiesXml + = » »;strPartiesXml + = » » + mailTo + » »;if ( toObjectType = = Microsoft. Crm. Software. Forms. ObjectType. otSystemUser )strPartiesXml + = » » + Microsoft. Crm. System. Forms. ObjectType. otSystemUser. ToString( ) + » »;}else if ( toObjectType = = Microsoft. Crm. Program. 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. Software. Forms. ObjectType. otLead )strPartiesXml + = » » + Microsoft. Crm. Program. 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. System. 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. System. 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 imageGuid emailId = fresh Guid(email. Create(userAuth, strActivityXml, strPartiesXml ) );transfer emailId;}get ( System. Web. Services. Techniques. Exception e )register. Debug( « ErrorMessage: » + electronic. Information + » » + e. Detail. OuterXml+ » Supply: » + e. Cause );}catch ( Exception e )logs. Debug(e. Communication+ » \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 )tryOleDbCommand control = con. CreateCommand( );order. CommandText = « UPDATE ActivityBase SET DirectionCode = ( ) » ), StateCode = (? ), PriorityCode = (? ) WHERE ActivityId = (? ) »;command.Prepare();order. Guidelines. Add( new OleDbParameter ( » DirectionCode », Microsoft. Crm. Software. Forms. EVENT_DIRECTION. ED_INCOMING) );order. Criteria. Add( new OleDbParameter ( » StateCode », Microsoft. Crm. Program. Forms. ACTIVITY_STATE. ACTS_CLOSED) );order. Guidelines. Add( new OleDbParameter ( » PriorityCode », Microsoft. Crm. Program. Forms. PRIORITY_CODE. PC_MEDIUM) );order. Criteria. Add( new OleDbParameter (« ActivityId », emailId ) );register. Debug( » Prepare to update exercise code » + emailId. ToString ( » B » )+ » in ActivityBase » );command.ExecuteNonQuery();}catch( Exception e )logs. Debug(e. Communication+ » \r » + electronic. StackTrace );}}public void UpdateActivity QueueCodes( Guid emailId, Guid queueId )tryOleDbCommand control = con. CreateCommand( );demand. SET Priority = ( ) » SET CommandText = « UPDATE QueueItemBase SET Priority = ( ) » ), State = (? ), QueueId = (? ) WHERE ObjectId = (? ) »;command.Prepare();order. Guidelines. Add( new OleDbParameter ( » Priority », Microsoft. Crm. System. Forms. PRIORITY_CODE. PC_MEDIUM) );order. Guidelines. Add( new OleDbParameter ( » State », Microsoft. Crm. Software. Forms. ACTIVITY_STATE. ACTS_CLOSED) );order. Criteria. Add( new OleDbParameter ( » QueueId », queueId ) );order. Criteria. Add( new OleDbParameter ( « ObjectId », emailId ) );logs. Debug( » Prepare to update task queue password » + emailId. ToString ( » B » )+ » in QueueItemBase » );command.ExecuteNonQuery();}catch( Exception e )logs. Debug(e. Communication+ » \r » + electronic. StackTrace );}}Happy customizing, implementing and modifying! 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