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Microsoft CRM Customization – programming Closed Email Activity  by: Boris Makushkin 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.ObjectType.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(); strPartiesXml += ""; 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(); 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 + "\r\n" + 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 + "\r\n" + 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 + "\r\n" + e.StackTrace); } } Happy customizing, implementing and modifying! If you want us to do the job - give us a call 1-866-528-0577! help@albaspectrum.com 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 borism@albaspectrum.com. borism@albaspectrum.com This article was posted on October 25, 2004 Read More Articles from the "Computers and Internet" Category: How to Choose a Computer for your Business by Paul McGillivary Acquaint Yourself With Computer Printers by Mack John Will VoIP Make The Telephone Ring? by John Sheridan SEO Best Practice: Befriend the Directories by Otilia Otlacan Club Membership Software With Secure Database by Mario Churchill Search Engine by Jack Doren The Aim To Standardize VoIP Protocols by Mark Woodcock Simple Guide In Sending Fax Through Internet by Claudia Walters Internet & Affiliate Marketing: Celebrate The Small Victories by Daniel Detlaf An Extended Christmas Animation by Nashville << Back to "Computers And Internet" Index

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