Microsoft's CRM is a Salesforce replacement and an attempt to capture market share from Siebel, Oracle, and other traditional 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 design, 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 Microsoft Exchange CRM connection is improved. This is the main conversation topic, and how do you create closed activities? We'll apply C#. Online scripting

One of our Exchange Event Handler/Sink's jobs involves creating MS CRM Closed Activity, which handles bothincoming and outgoing email communications. Using the MS CRM SDK to handle inbound and outbound XML information and allowing immediate access to the Microsoft CRM database, Microsoft CRM interacts with both. This first look at the Shut Action development engine:

1. First we need to know the object we need to make activity for: Account, Lead or customization Contact. The choice may use a particular set of criteria, such as email address, in our situation:

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 Action 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, 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 = qualifications;

Microsoft. Crm. Program. Surrogate. CUserAuth userAuth = bizUser. WhoAmI( );

// CRMEmail proxy thing

Microsoft. Crm. Program. Surrogate. CRMEmail email = fresh Microsoft. Crm. Program. Vpn. CRMEmail( );

message. Qualifications = certificates;

message. Url = crmDir + "CRMEmail. fs";

// Laid up the XML series for the task

strActivityXml ="" in wire;

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. Software. 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. System. 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. Program. Forms. ACTIVITY_PARTY_TYPE. ACTIVITY_PARTY_TO_RECIPIENT. ToString( );

strPartiesXml + ="";

strPartiesXml + ="";

strPartiesXml + ="";

strPartiesXml + ="" + mailFrom +"";

if ( fromObjectType = = Microsoft. Crm. Program. Forms. ObjectType. otSystemUser )

strPartiesXml + ="" + Microsoft. Crm. Software. 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. Program. Forms. ObjectType. otContact )

strPartiesXml + ="" + Microsoft. Crm. System. Forms. ObjectType. otContact. ToString( ) +"";

}

else if ( fromObjectType = = Microsoft. Crm. Program. Forms. ObjectType. otLead )

strPartiesXml + ="" + Microsoft. Crm. Program. 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. SoapException e )

logs. Debug( "ErrorMessage:" + electronic. Communication +"" + e. Detail. OuterXml+" Supply:" + e. Cause );

}

catch ( Exception 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 correctly:

public void UpdateActivityCodes( Guid emailId )

try

OleDbCommand control = conn. CreateCommand( );

demand. CommandText = "UPDATE ActivityBase SET DirectionCode = ( )" ), StateCode = (? ), PriorityCode = (? ) WHERE ActivityId = (? )";

command.Prepare();

control. Guidelines. Add( new OleDbParameter (" DirectionCode", Microsoft. Crm. Program. Forms. EVENT_DIRECTION. ED_INCOMING) );

demand. Guidelines. Add( new OleDbParameter (" StateCode", Microsoft. Crm. Software. Forms. ACTIVITY_STATE. ACTS_CLOSED) );

demand. Criteria. Add( new OleDbParameter (" PriorityCode", Microsoft. Crm. System. Forms. PRIORITY_CODE. PC_MEDIUM) );

order. Guidelines. Add( new OleDbParameter ("ActivityId", emailId ) );

register. 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( );

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

command.Prepare();

control. Guidelines. Add( new OleDbParameter (" Priority", Microsoft. Crm. Program. Forms. PRIORITY_CODE. PC_MEDIUM) );

demand. Criteria. Add( new OleDbParameter (" State", Microsoft. Crm. Software. Forms. ACTIVITY_STATE. ACTS_CLOSED) );

control. Criteria. Add( new OleDbParameter (" QueueId", queueId ) );

demand. Criteria. Add( new OleDbParameter ( "ObjectId", emailId ) );

logs. 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 work- give us a call 1-866-528-0577! support @albaspectrum. web