Microsoft CRM Customization ? Programming Closed Email Activity

Microsoft CRM is CRM answer from Microsoft and attempt to get market share from Siebel, Oracle and others traditional Client Relationship Management System vendors. Microsoft CRM uses all the spectrum of Microsoft recent technologies: .Net, MS Exchange, MS Outlook, MS SQL Server, Replication, Indexing, Active Directory, Windows 2000/2003 security model, C#, VB.Net, HTML, XML Web Service, XLTP, Javascript to name a few.

Today's topic is Activity of email type programming - you usually deal with these customizations when you improve Microsoft Exchange CRM connector. How do you create closed activity - this is the main discussion topic. We'll use C#.Net coding

One of the roles of our Exchange Event Handler/Sink is creation MS CRM Closed Activity in handling incoming and outgoing email messages. The interaction with Microsoft CRM uses two approached ? using MS CRM SDK (handling inbound and outbound XML messages) and via direct access to MS CRM Database. Let's first look at the Closed Activity creation algorithm:

1. First we need to understand the entity we need to create activity for: Account, Lead or Contact. The selection should use specific criteria ? in our case this is email address:

if ((crmAccount = crmConnector.GetAccount(mailboxFrom)) != null) {

}

else if ((crmContact = crmConnector.GetContact(mailboxFrom)) != null) {

}

else if ((crmLead = crmConnector.GetLead(mailboxFrom)) != null) {

}

2. Then we have to get GUID of MS CRM user, who owns this entity, C# code like this:

crmUser = crmConnector.GetUser(crmAccount.GetOwnerId());

3. Next step is closed Activity creation:

emailId = crmConnector.CreateEmailActivity(

crmUser.GetId(),

Microsoft.Crm.Platform.Types.ObjectTy pe.otAccount, crmAccount.GetId(),

Microsoft.Crm.Platform.Types.ObjectType.otSystemUser, crmUser.GetId(),

crmAccount.GetEmailAddress(), crmUser.GetEmailAddress(), sSubject, sBody);

4. The method to create closed activity:

public Guid CreateEmailActivity(Guid userId, int fromObjectType, Guid fromObjectId, int toObjectType, Guid toObjectId, string mailFrom, string mailTo, 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 += "" + mailTo + "";

if (toObjectType == Microsoft.Crm.Platform.Types.ObjectType.otSystemUser) {

strPartiesXml += "" + Microsoft.Crm.Platform.Types.ObjectType.otSystemUser.ToString() + "";

}

else if (toObjectType == Microsoft.Crm.Platform.Types.ObjectType.otAccount) {

strPartiesXml += "" + Microsoft.Crm.Platform.Types.ObjectType.otAccount.ToString() + "";

}

else if (toObjectType == Microsoft.Crm.Platform.Types.ObjectType.otContact) {

strPartiesXml += "" + Microsoft.Crm.Platform.Types.ObjectType.otContact.ToString() + "";

}

else if (toObjectType == Microsoft.Crm.Platform.Types.ObjectType.otLead) {

strPartiesXml += "" + Microsoft.Crm.Platform.Types.ObjectType.otLead.ToString() + "";

}

strPartiesXml += ""+ toObjectId.ToString("B") + "";

strPartiesXml += "";

strPartiesXml += Microsoft.Crm.Platform.Types.ACTIVITY_PARTY_TYPE.ACTIVITY_PARTY_TO_RECIPIENT.ToString();

strPa rtiesXml += "";

strPartiesXml += "";

strPartiesXml += "";

strPartiesXml += "" + mailFrom + "";

if (fromObjectType == Microsoft.Crm.Platform.Types.ObjectType.otSystemUser) {

strPartiesXml += "" + Microsoft.Crm.Platform.Types.ObjectType.otSystemUser.ToString() + "";

}

else if (fromObjectType == Microsoft.Crm.Platform.Types.ObjectType.otAccount) {

strPartiesXml += "" + Microsoft.Crm.Platform.Types.ObjectType.otAccount.ToString() + "";

}

else if (fromObjectType == Microsoft.Crm.Platform.Types.ObjectType.otContact) {

strPartiesXml += "" + Microsoft.Crm.Platform.Types.ObjectType.otContact.ToString() + "";

}

else if (fromObjectType == Microsoft.Crm.Platform.Types.ObjectType.otLead) {

strPartiesXml += "" + Microsoft.Crm.Platform.Types.ObjectType.otLead.ToString() + "";

}

strPartiesXml += ""+ fromObjectId.ToString("B") + "";

strPartiesXml += "";

strPartiesXml += Microsoft.Crm.Platform.Types.ACTIVITY_PARTY_TYPE.ACTIVITY_PARTY_SENDER.ToString();

strPartiesX ml += "";

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();

}

5. To make the activity just created be shown correctly you need to setup it's flags according to MS CRM standards:

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);

}

}

public void UpdateActivityQueueCodes(Guid emailId, Guid queueId) {

try {

OleDbCommand command = conn.CreateCommand();

command.CommandText = "UPDATE QueueItemBase SET Priority = (?), State = (?), QueueId = (?) WHERE ObjectId = (?)";

command.Prepare();

command.Parameters.Add(new OleDbParameter("Priority", Microsoft.Crm.Platform.Types.PRIORITY_CODE.PC_MEDIUM));

command.Parameters.Add(new OleDbParameter("State", Microsoft.Crm.Platform.Types.ACTIVITY_STATE.ACTS_CLOSED));

command.Parameters.Add(new OleDbParameter("QueueId", queueId));

command.Parameters.Add(new OleDbParameter("ObjectId", emailId));

log.Debug("Prepare to update activity queue code " + emailId.ToString("B") + " in QueueItemBase");

command.ExecuteNonQuery();

}

catch(Exception e) {

log.Debug(e.Message + " " + e.StackTrace);

}

}

Happy customizing, implementing and modifying! If you want us to do the job - give us a call 1-866-528-0577! [email protected]

About The Author

Boris Makushkin is Lead Software Developer in Alba Spectrum Technologies ? USA nationwide Microsoft CRM, Microsoft Great Plains customization company, based in Chicago, Boston, San Francisco, San Diego, Los Angeles, Houston, Dallas, Atlanta, Miami, Montreal, Toronto, Vancouver, Madrid, Moscow, Europe and internationally (www.albaspectrum.com), he is Microsoft CRM SDK, C#, VB.Net, SQL, Oracle, Unix developer. Boris can be reached: 1-866-528-0577 or [email protected].

[email protected]

In The News:


Snort for Network IDS

What is Snort?Snort is an open source network intrusion detection... Read More

Microsoft Business Solutions Partner ? How to Launch New IT Consulting Practice

In the new era of internet marketing the problem of... Read More

Easy Guide to RAID Recovery

What is RAID RECOVERY?RAID stands for Redundant Array of Inexpensive... Read More

Performance Tuning of a Daffodil DB / One$DB -JDBC Application

This article illustrates the best practices to improve the performance... Read More

A Guide To Purchasing Professional XP Icons Online And Enhancing Your Applications

Icons are used everywhere; right from software applications, to internet... Read More

Microsoft Great Plains Subcontracting ? Overview for Microsoft Business Solutions Partner

Microsoft Business Solutions Great Plains is very popular ERP/MRP applications... Read More

Keep Your Software Simple! A Review of EditPlus

I like my software simple. If it's too complex or... Read More

Windows Screensavers Explained

In this article you will find some background information about... Read More

How To Choose A Fire Wall Software Program

In the real world a "fire wall" is a fireproof... Read More

Microsoft Great Plains Multicurrency ? Overview For Implementation Consultant

When you first think about multicurrency ? you probably have... Read More

Microsoft Great Plains Implementation & Customization: Computer Parts Retailer Example

Microsoft Great Plains fits to majority of horizontals and retail... Read More

Is Your Family Protected?

When you think... Read More

Microsoft Great Plains in Construction & Building ? Implementation & Customization Highlights

Microsoft Great Plains could be tuned and setup to fit... Read More

How to Choose the BEST Charting Software

I suggest that you do not spend a lot of... Read More

Microsoft Great Plains Upgrade ? Things to Consider and FAQ

If you have Microsoft Great Plains and support it for... Read More

Falling in Love With More Than One Screensaver: The Fun Part

Having from five to ten and more favorite screensavers is... Read More

Free Microsoft Word Online Training Tutorial Resources

Microsoft Word is one of the most popular office applications... Read More

Microsoft CRM and No-Frills Cadillacs

In today's business world it's all but impossible to escape... Read More

Best Spyware Removers

Finding the best spyware removers to detect and remove spyware... Read More

Microsoft eCommerce Web-development: Great Plains eConnect .Net ? Highlights for Programmer

In our small article we'll consider Microsoft Business Solutions Great... Read More

Lotus Domino/Notes - Microsoft Great Plains Tandem as ERP with Documents Workflow - Overview for IT

Lotus Domino/Notes ? Microsoft Great Plains tandem as ERP with... Read More

Microsoft Great Plains Customization Tools Evolution ? Overview for Consultant

When Great Plains Software introduced the first graphical accounting application... Read More

Microsoft CRM Implementation ? Fundamental CRM Principles Revision

Microsoft CRM is relatively new player on the now becoming... Read More

Software Piracy

SOFTWARE PIRACY We regularly hear reports... Read More

OSI Layers Model

IntroductionDuring the early years of our modern computer era, very... Read More