public void PerformTestSetup()
{
MessageName = "AddItem";
var listEntity = EntityFactory.CreateMarketingList();
var campaignEntity = EntityFactory.CreateCampaign();
var targetEntity = EntityFactory.CreateCampaignActivity(campaignEntity.ToEntityReference());
var addItemCampaignRequest = new AddItemCampaignRequest
{
CampaignId = campaignEntity.Id,
EntityId = listEntity.Id,
EntityName = listEntity.LogicalName
};
OrganizationService.Execute(addItemCampaignRequest);
AddItemCampaignActivityRequest = new AddItemCampaignActivityRequest
{
CampaignActivityId = targetEntity.Id,
ItemId = listEntity.Id,
EntityName = listEntity.LogicalName
};
}
/// <summary>
/// Pazarlama Listesi(SMS)'ni ana Kmapanya'ya ve Kampanya Listesi(SMS)'ne bağlar.
/// </summary>
/// <param name="service"></param>
/// <param name="CampaignId"></param>
/// <param name="CampaignActivityId"></param>
/// <param name="listId"></param>
private static void CreateListCompaignActivityConnectionForSmsCampaignActivity(IOrganizationService service, Guid CampaignId, Guid CampaignActivityId, Guid listId)
{
#region | Members |
Entity List = new Entity("list"); //MarketingList
#endregion | Members |
try
{
#region | Create List - CampaignActivity Connection |
AddItemCampaignRequest req = new AddItemCampaignRequest();
req.CampaignId = CampaignId;
req.EntityName = List.LogicalName;
req.EntityId = listId;
AddItemCampaignResponse resp = (AddItemCampaignResponse)service.Execute(req);
AddItemCampaignActivityRequest req2 = new AddItemCampaignActivityRequest();
req2.CampaignActivityId = CampaignActivityId;
req2.EntityName = List.LogicalName;
req2.ItemId = listId;
AddItemCampaignActivityResponse resp2 = (AddItemCampaignActivityResponse)service.Execute(req2);
#endregion | Create List - CampaignActivity Connection |
}
catch (Exception ex)
{
throw new Exception("CreateListCompaignActivityConnectionForSmsCampaignActivity");
}
}
/// <summary>
/// Add an item to a <c>Campaign Activity</c>.
/// <para>
/// For more information look at https://msdn.microsoft.com/en-us/library/microsoft.crm.sdk.messages.additemcampaignactivityrequest(v=crm.8).aspx
/// </para>
/// </summary>
/// <param name="campaignActivityId"><c>CampaignActivity</c> Id</param>
/// <param name="itemType">
/// <see cref="ItemTypeCode"/>
/// This Item must be related with <c>Campaign</c> that parent of <c>Campaign Activity</c>, otherwise SDK throws an exception
/// </param>
/// <param name="itemId">Item Id</param>
/// <returns>
/// Created Item Id in <see cref="AddItemCampaignActivityResponse.CampaignActivityItemId"/> property.
/// </returns>
public AddItemCampaignActivityResponse AddItem(Guid campaignActivityId, ItemTypeCode itemType, Guid itemId)
{
ExceptionThrow.IfGuidEmpty(campaignActivityId, "campaignActivityId");
ExceptionThrow.IfGuidEmpty(itemId, "itemId");
AddItemCampaignActivityRequest request = new AddItemCampaignActivityRequest()
{
CampaignActivityId = campaignActivityId,
ItemId = itemId,
EntityName = itemType.Description()
};
return((AddItemCampaignActivityResponse)this.OrganizationService.Execute(request));
}
[STAThread] // Required to support the interactive login experience
static void Main(string[] args)
{
CrmServiceClient service = null;
try
{
service = SampleHelpers.Connect("Connect");
if (service.IsReady)
{
// Create any entity records that the demonstration code requires
SetUpSample(service);
#region Demonstrate
// Create FetchXml for marketing list's query which locates accounts
// in Seattle.
String fetchXml = @"<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>
<entity name='account'>
<attribute name='name' />
<attribute name='address1_city' />
<attribute name='primarycontactid' />
<attribute name='telephone1' />
<attribute name='accountid' />
<order attribute='name' descending='false' />
<filter type='and'>
<condition attribute='address1_city' operator='eq' value='seattle' />
</filter>
</entity>
</fetch>";
// Create dynamic list. Set the type to true to declare a dynamic
// list.
List dynamicList = new List()
{
Type = true,
ListName = "Dynamic List",
CreatedFromCode = new OptionSetValue((int)ListCreatedFromCode.Account),
Query = fetchXml
};
_dynamicListId = service.Create(dynamicList);
dynamicList.Id = _dynamicListId;
Console.WriteLine("Created dynamic list.");
#endregion
#region Associate dynamic list to campaign
// Create a campaign.
var campaign = new Campaign()
{
Name = "Sample Campaign"
};
_campaignId = service.Create(campaign);
campaign.Id = _campaignId;
// Add the dynamic list to the campaign.
var addListToCampaignRequest =
new AddItemCampaignRequest()
{
CampaignId = _campaignId,
EntityId = _dynamicListId,
EntityName = List.EntityLogicalName,
};
service.Execute(addListToCampaignRequest);
Console.WriteLine("Added dynamic list to the campaign.");
// Create a campaign activity to distribute fax to the list members.
CampaignActivity campaignActivity = new CampaignActivity()
{
Subject = "Sample Campaign Activity",
ChannelTypeCode = new OptionSetValue((int)CampaignActivityChannelTypeCode.Fax),
RegardingObjectId = campaign.ToEntityReference()
};
_campaignActivityId = service.Create(campaignActivity);
// Add dynamic list to campaign activity.
var addListToCampaignActivityRequest =
new AddItemCampaignActivityRequest()
{
CampaignActivityId = _campaignActivityId,
ItemId = _dynamicListId,
EntityName = List.EntityLogicalName
};
service.Execute(addListToCampaignActivityRequest);
Console.WriteLine("Added dynamic list to the campaign activity.");
#endregion
#region Associate static list to campaign
// Copy the dynamic list to a static list.
var copyRequest =
new CopyDynamicListToStaticRequest()
{
ListId = _dynamicListId
};
var copyResponse =
(CopyDynamicListToStaticResponse)service.Execute(copyRequest);
_staticListId = copyResponse.StaticListId;
Console.WriteLine("Copied dynamic list to a static list.");
// Add the static list to the campaign.
var addStaticListToCampaignRequest =
new AddItemCampaignRequest()
{
CampaignId = _campaignId,
EntityId = _staticListId,
EntityName = List.EntityLogicalName
};
service.Execute(addStaticListToCampaignRequest);
Console.WriteLine("Added static list to the campaign.");
// Add the static list to the campaign activity.
var addStaticListToCampaignActivityRequest =
new AddItemCampaignActivityRequest()
{
CampaignActivityId = _campaignActivityId,
ItemId = _staticListId,
EntityName = List.EntityLogicalName
};
service.Execute(addStaticListToCampaignActivityRequest);
Console.WriteLine("Added static list to the campaign's activity.");
#endregion
#region Create fax for campaign's activity
// Create a fax.
var fax = new Fax()
{
Subject = "Example Fax"
};
Console.WriteLine("Created fax for campaign's activity.");
#endregion Create fax for campaign's activity
#region Distribute fax to the marketing list
// Distribute the campaign activity to the marketing lists.
var distributeRequest =
new DistributeCampaignActivityRequest()
{
CampaignActivityId = _campaignActivityId,
Activity = fax,
Owner = new EntityReference("systemuser", _salesManagerId),
Propagate = true,
SendEmail = false,
PostWorkflowEvent = true
};
service.Execute(distributeRequest);
Console.WriteLine("Distributed fax to the marketing lists.");
#endregion Distribute fax to the marketing list
#region Retrieve collection of entities from marketing list
// Retrieve a collection of entities that correspond
// to all of the members in a marketing list
// This approach of retrieving list members allows you to dynamically
// retrieve the members of a list programmatically without requiring
// knowledge of the member entity type.
OrganizationServiceContext orgContext =
new OrganizationServiceContext(service);
var member = (from mb in orgContext.CreateQuery <List>()
where mb.Id == _dynamicListId
select mb).FirstOrDefault();
string fetchQuery = member.Query;
var memberRequest = new RetrieveMultipleRequest();
FetchExpression fetch = new FetchExpression(fetchQuery);
memberRequest.Query = fetch;
var memberResponse =
(RetrieveMultipleResponse)service.Execute(memberRequest);
Console.WriteLine("Retrieved collection of entities from a marketing list.");
#endregion Demonstrate
#region Clean up
CleanUpSample(service);
#endregion Clean up
}
else
{
const string UNABLE_TO_LOGIN_ERROR = "Unable to Login to Common Data Service";
if (service.LastCrmError.Equals(UNABLE_TO_LOGIN_ERROR))
{
Console.WriteLine("Check the connection string values in cds/App.config.");
throw new Exception(service.LastCrmError);
}
else
{
throw service.LastCrmException;
}
}
}
catch (Exception ex)
{
SampleHelpers.HandleException(ex);
}
finally
{
if (service != null)
{
service.Dispose();
}
Console.WriteLine("Press <Enter> to exit.");
Console.ReadLine();
}
}
/// <summary>
/// This method first connects to the Organization service. Afterwards a dynamic
/// list is created and associated to the campaign and the campaign's activity.
/// Then the dynamic list is copied to a static list and associated with the same
/// campaign and campaign activity. Finally the sample distributes the campaign
/// to both the dynamic and static lists.
/// </summary>
/// <param name="serverConfig">Contains server connection information.</param>
/// <param name="promptforDelete">When True, the user will be prompted to delete all
/// created entities.</param>
public void Run(ServerConnection.Configuration serverConfig, bool promptforDelete)
{
try
{
// Connect to the Organization service.
// The using statement assures that the service proxy will be properly disposed.
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri, serverConfig.Credentials, serverConfig.DeviceCredentials))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
CreateRequiredRecords();
#region Create Dynamic List
// Create FetchXml for marketing list's query which locates accounts
// in Seattle.
String fetchXml = @"<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>
<entity name='account'>
<attribute name='name' />
<attribute name='address1_city' />
<attribute name='primarycontactid' />
<attribute name='telephone1' />
<attribute name='accountid' />
<order attribute='name' descending='false' />
<filter type='and'>
<condition attribute='address1_city' operator='eq' value='seattle' />
</filter>
</entity>
</fetch>";
// Create dynamic list. Set the type to true to declare a dynamic
// list.
List dynamicList = new List()
{
Type = true,
ListName = "Dynamic List",
CreatedFromCode = new OptionSetValue((int)ListCreatedFromCode.Account),
Query = fetchXml
};
_dynamicListId = _serviceProxy.Create(dynamicList);
dynamicList.Id = _dynamicListId;
Console.WriteLine("Created dynamic list.");
#endregion
#region Associate dynamic list to campaign
// Create a campaign.
Campaign campaign = new Campaign()
{
Name = "Sample Campaign"
};
_campaignId = _serviceProxy.Create(campaign);
campaign.Id = _campaignId;
// Add the dynamic list to the campaign.
AddItemCampaignRequest addListToCampaignRequest =
new AddItemCampaignRequest()
{
CampaignId = _campaignId,
EntityId = _dynamicListId,
EntityName = List.EntityLogicalName,
};
_serviceProxy.Execute(addListToCampaignRequest);
Console.WriteLine("Added dynamic list to the campaign.");
// Create a campaign activity to distribute fax to the list members.
CampaignActivity campaignActivity = new CampaignActivity()
{
Subject = "Sample Campaign Activity",
ChannelTypeCode = new OptionSetValue((int)CampaignActivityChannelTypeCode.Fax),
RegardingObjectId = campaign.ToEntityReference()
};
_campaignActivityId = _serviceProxy.Create(campaignActivity);
// Add dynamic list to campaign activity.
AddItemCampaignActivityRequest addListToCampaignActivityRequest =
new AddItemCampaignActivityRequest()
{
CampaignActivityId = _campaignActivityId,
ItemId = _dynamicListId,
EntityName = List.EntityLogicalName
};
_serviceProxy.Execute(addListToCampaignActivityRequest);
Console.WriteLine("Added dynamic list to the campaign activity.");
#endregion
#region Associate static list to campaign
// Copy the dynamic list to a static list.
CopyDynamicListToStaticRequest copyRequest =
new CopyDynamicListToStaticRequest()
{
ListId = _dynamicListId
};
CopyDynamicListToStaticResponse copyResponse =
(CopyDynamicListToStaticResponse)_serviceProxy.Execute(copyRequest);
_staticListId = copyResponse.StaticListId;
Console.WriteLine("Copied dynamic list to a static list.");
// Add the static list to the campaign.
AddItemCampaignRequest addStaticListToCampaignRequest =
new AddItemCampaignRequest()
{
CampaignId = _campaignId,
EntityId = _staticListId,
EntityName = List.EntityLogicalName
};
_serviceProxy.Execute(addStaticListToCampaignRequest);
Console.WriteLine("Added static list to the campaign.");
// Add the static list to the campaign activity.
AddItemCampaignActivityRequest addStaticListToCampaignActivityRequest =
new AddItemCampaignActivityRequest()
{
CampaignActivityId = _campaignActivityId,
ItemId = _staticListId,
EntityName = List.EntityLogicalName
};
_serviceProxy.Execute(addStaticListToCampaignActivityRequest);
Console.WriteLine("Added static list to the campaign's activity.");
#endregion
#region Create fax for campaign's activity
// Create a fax.
Fax fax = new Fax()
{
Subject = "Example Fax"
};
Console.WriteLine("Created fax for campaign's activity.");
#endregion Create fax for campaign's activity
#region Distribute fax to the marketing list
// Distribute the campaign activity to the marketing lists.
DistributeCampaignActivityRequest distributeRequest =
new DistributeCampaignActivityRequest()
{
CampaignActivityId = _campaignActivityId,
Activity = fax,
Owner = new EntityReference("systemuser", _salesManagerId),
Propagate = true,
SendEmail = false,
PostWorkflowEvent = true
};
_serviceProxy.Execute(distributeRequest);
Console.WriteLine("Distributed fax to the marketing lists.");
#endregion Distribute fax to the marketing list
#region Retrieve collection of entities from marketing list
// Retrieve a collection of entities that correspond
// to all of the members in a marketing list
// This approach of retrieving list members allows you to dynamically
// retrieve the members of a list programmatically without requiring
// knowledge of the member entity type.
OrganizationServiceContext orgContext =
new OrganizationServiceContext(_serviceProxy);
var member = (from mb in orgContext.CreateQuery <List>()
where mb.Id == _dynamicListId
select mb).FirstOrDefault();
string fetchQuery = member.Query;
RetrieveMultipleRequest memberRequest = new RetrieveMultipleRequest();
FetchExpression fetch = new FetchExpression(fetchQuery);
memberRequest.Query = fetch;
RetrieveMultipleResponse memberResponse =
(RetrieveMultipleResponse)_serviceProxy.Execute(memberRequest);
Console.WriteLine("Retrieved collection of entities from a marketing list.");
#endregion Retrieve collection of entities from marketing list
DeleteRequiredRecords(promptforDelete);
}
}
// Catch any service fault exceptions that Microsoft Dynamics CRM throws.
catch (FaultException <Microsoft.Xrm.Sdk.OrganizationServiceFault> )
{
// You can handle an exception here or pass it back to the calling method.
throw;
}
}
private void DistributeCampaign()
{
Console.WriteLine("=== Creating and Distributing the Campaign ===");
// Create the campaign.
var campaign = new Campaign
{
Name = "Sample Campaign"
};
_originalCampaignId = _serviceProxy.Create(campaign);
NotifyEntityCreated(Campaign.EntityLogicalName, _originalCampaignId);
//<snippetDistributeCampaignFromMarketingList1>
// Copy the campaign.
var campaignCopyRequest = new CopyCampaignRequest
{
BaseCampaign = _originalCampaignId
};
var copyCampaignResponse =
(CopyCampaignResponse)_serviceProxy.Execute(campaignCopyRequest);
_campaignId = copyCampaignResponse.CampaignCopyId;
Console.WriteLine(" Copied the campaign to new campaign with GUID \r\n\t{{{0}}}",
_campaignId);
//</snippetDistributeCampaignFromMarketingList1>
var activity = new CampaignActivity
{
Subject = "Sample phone call",
ChannelTypeCode = new OptionSetValue((int)CampaignActivityChannelTypeCode.Phone),
RegardingObjectId = new EntityReference(
Campaign.EntityLogicalName, _campaignId)
};
_campaignActivityId = _serviceProxy.Create(activity);
NotifyEntityCreated(CampaignActivity.EntityLogicalName, _campaignActivityId);
// Find the current user to determine who the owner of the activity should be.
var whoAmI = new WhoAmIRequest();
var currentUser = (WhoAmIResponse)_serviceProxy.Execute(whoAmI);
//<snippetDistributeCampaignFromMarketingList2>
// Add the marketing list created earlier to the campaign.
var addListToCampaignRequest = new AddItemCampaignRequest
{
CampaignId = _campaignId,
EntityId = _copiedMarketingListId,
EntityName = List.EntityLogicalName,
};
_serviceProxy.Execute(addListToCampaignRequest);
Console.WriteLine(" Added the marketing list to the campaign.");
//</snippetDistributeCampaignFromMarketingList2>
//<snippetDistributeCampaignFromMarketingList3>
// Add the marketing list created earlier to the campaign activity.
var addListToActivityRequest = new AddItemCampaignActivityRequest
{
CampaignActivityId = _campaignActivityId,
ItemId = _copiedMarketingListId,
EntityName = List.EntityLogicalName
};
_serviceProxy.Execute(addListToActivityRequest);
Console.WriteLine(" Added the marketing list to the campaign activity.");
//</snippetDistributeCampaignFromMarketingList3>
// Create the phone call to use for distribution.
var phonecall = new PhoneCall
{
Subject = "Sample Phone Call"
};
//<snippetDistributeCampaignFromMarketingList4>
// Distribute and execute the campaign activity.
// PostWorkflowEvent signals Microsoft Dynamics CRM to actually create the phone call activities.
// Propagate also signals to Microsoft Dynamics CRM to create the phone call activities.
// OwnershipOptions indicates whom the created activities should be assigned
// to.
var distributeRequest = new DistributeCampaignActivityRequest
{
Activity = phonecall,
CampaignActivityId = _campaignActivityId,
Owner = new EntityReference(
SystemUser.EntityLogicalName, currentUser.UserId),
OwnershipOptions = PropagationOwnershipOptions.Caller,
PostWorkflowEvent = true,
Propagate = true,
SendEmail = false,
};
var distributeResponse =
(DistributeCampaignActivityResponse)_serviceProxy.Execute(distributeRequest);
Console.WriteLine(" Distributed and executed the campaign activity to the marketing list.");
//</snippetDistributeCampaignFromMarketingList4>
//<snippetDistributeCampaignFromMarketingList5>
// Retrieve the members that were distributed to.
var retrieveMembersRequest = new RetrieveMembersBulkOperationRequest
{
BulkOperationId = distributeResponse.BulkOperationId,
BulkOperationSource = (int)BulkOperationSource.CampaignActivity,
EntitySource = (int)EntitySource.Contact,
Query = new QueryExpression(Contact.EntityLogicalName)
};
var retrieveMembersResponse = (RetrieveMembersBulkOperationResponse)
_serviceProxy.Execute(retrieveMembersRequest);
Console.WriteLine(" Contacts with the following GUIDs were distributed to:");
//</snippetDistributeCampaignFromMarketingList5>
foreach (var member in retrieveMembersResponse.EntityCollection.Entities)
{
Console.WriteLine("\t{{{0}}}", member.Id);
}
}
private void DistributeCampaign()
{
Console.WriteLine("=== Creating and Distributing the Campaign ===");
// Create the campaign.
var campaign = new Campaign
{
Name = "Sample Campaign"
};
_originalCampaignId = _serviceProxy.Create(campaign);
NotifyEntityCreated(Campaign.EntityLogicalName, _originalCampaignId);
//<snippetDistributeCampaignFromMarketingList1>
// Copy the campaign.
var campaignCopyRequest = new CopyCampaignRequest
{
BaseCampaign = _originalCampaignId
};
var copyCampaignResponse =
(CopyCampaignResponse)_serviceProxy.Execute(campaignCopyRequest);
_campaignId = copyCampaignResponse.CampaignCopyId;
Console.WriteLine(" Copied the campaign to new campaign with GUID \r\n\t{{{0}}}",
_campaignId);
//</snippetDistributeCampaignFromMarketingList1>
var activity = new CampaignActivity
{
Subject = "Sample phone call",
ChannelTypeCode = new OptionSetValue((int)CampaignActivityChannelTypeCode.Phone),
RegardingObjectId = new EntityReference(
Campaign.EntityLogicalName, _campaignId)
};
_campaignActivityId = _serviceProxy.Create(activity);
NotifyEntityCreated(CampaignActivity.EntityLogicalName, _campaignActivityId);
// Find the current user to determine who the owner of the activity should be.
var whoAmI = new WhoAmIRequest();
var currentUser = (WhoAmIResponse)_serviceProxy.Execute(whoAmI);
//<snippetDistributeCampaignFromMarketingList2>
// Add the marketing list created earlier to the campaign.
var addListToCampaignRequest = new AddItemCampaignRequest
{
CampaignId = _campaignId,
EntityId = _copiedMarketingListId,
EntityName = List.EntityLogicalName,
};
_serviceProxy.Execute(addListToCampaignRequest);
Console.WriteLine(" Added the marketing list to the campaign.");
//</snippetDistributeCampaignFromMarketingList2>
//<snippetDistributeCampaignFromMarketingList3>
// Add the marketing list created earlier to the campaign activity.
var addListToActivityRequest = new AddItemCampaignActivityRequest
{
CampaignActivityId = _campaignActivityId,
ItemId = _copiedMarketingListId,
EntityName = List.EntityLogicalName
};
_serviceProxy.Execute(addListToActivityRequest);
Console.WriteLine(" Added the marketing list to the campaign activity.");
//</snippetDistributeCampaignFromMarketingList3>
// Create the phone call to use for distribution.
var phonecall = new PhoneCall
{
Subject = "Sample Phone Call"
};
//<snippetDistributeCampaignFromMarketingList4>
// Distribute and execute the campaign activity.
// PostWorkflowEvent signals Microsoft Dynamics CRM to actually create the phone call activities.
// Propagate also signals to Microsoft Dynamics CRM to create the phone call activities.
// OwnershipOptions indicates whom the created activities should be assigned
// to.
var distributeRequest = new DistributeCampaignActivityRequest
{
Activity = phonecall,
CampaignActivityId = _campaignActivityId,
Owner = new EntityReference(
SystemUser.EntityLogicalName, currentUser.UserId),
OwnershipOptions = PropagationOwnershipOptions.Caller,
PostWorkflowEvent = true,
Propagate = true,
SendEmail = false,
};
var distributeResponse =
(DistributeCampaignActivityResponse)_serviceProxy.Execute(distributeRequest);
Console.WriteLine(" Distributed and executed the campaign activity to the marketing list.");
//</snippetDistributeCampaignFromMarketingList4>
//<snippetDistributeCampaignFromMarketingList5>
// Retrieve the members that were distributed to.
var retrieveMembersRequest = new RetrieveMembersBulkOperationRequest
{
BulkOperationId = distributeResponse.BulkOperationId,
BulkOperationSource = (int)BulkOperationSource.CampaignActivity,
EntitySource = (int)EntitySource.Contact,
Query = new QueryExpression(Contact.EntityLogicalName)
};
var retrieveMembersResponse = (RetrieveMembersBulkOperationResponse)
_serviceProxy.Execute(retrieveMembersRequest);
Console.WriteLine(" Contacts with the following GUIDs were distributed to:");
//</snippetDistributeCampaignFromMarketingList5>
foreach (var member in retrieveMembersResponse.EntityCollection.Entities)
{
Console.WriteLine("\t{{{0}}}", member.Id);
}
}
/// <summary>
/// Imports the specified profile.
/// </summary>
/// <param name="profile">The profile.</param>
/// <param name="transportReportFileName">Name of the transport report file.</param>
private void Import(NtoNAssociationsTransportProfile profile, string transportReportFileName)
{
int totalTreatedRecords = 0;
int totalImportFailures = 0;
int totalImportSuccess = 0;
int ReconnectionRetryCount = 5;
try
{
NtoNTransportReport report = new NtoNTransportReport(transportReportFileName);
//Get Transport Report
if (File.Exists(transportReportFileName))
{
report = ReadTransportReport(transportReportFileName);
}
MSCRMConnection connection = profile.getTargetConneciton(); ;
_serviceProxy = cm.connect(connection);
IOrganizationService service = (IOrganizationService)_serviceProxy;
LogManager.WriteLog("Start importing data in " + connection.ConnectionName);
//Mesure import time
DateTime importStartDT = DateTime.Now;
//es = ReadEnvStructure(profile.SourceConnectionName);
foreach (SelectedNtoNRelationship ee in profile.SelectedNtoNRelationships)
{
//Check if there are any records to import
if (ee.ExportedRecords == 0)
{
continue;
}
//Mesure import time
DateTime entityImportStartDT = DateTime.Now;
string entityFolderPath = Folder + "\\" + profile.ProfileName + "\\Data\\" + ee.RelationshipSchemaName;
string[] filePaths = Directory.GetFiles(entityFolderPath, "*.xml");
LogManager.WriteLog("Importing " + ee.RelationshipSchemaName + " records.");
int treatedRecordsForEntity = 0;
int importedRecordsForEntity = 0;
int importFailuresForEntity = 0;
foreach (string filePath in filePaths)
{
List<Type> knownTypes = new List<Type>();
knownTypes.Add(typeof(Entity));
XmlDictionaryReaderQuotas XRQ = new XmlDictionaryReaderQuotas();
XRQ.MaxStringContentLength = int.MaxValue;
using(FileStream fs = new FileStream(filePath, FileMode.Open))
using (XmlDictionaryReader reader = XmlDictionaryReader.CreateTextReader(fs, XRQ))
{
DataContractSerializer ser = new DataContractSerializer(typeof(EntityCollection), knownTypes);
EntityCollection fromDisk = (EntityCollection)ser.ReadObject(reader, true);
foreach (Entity en in fromDisk.Entities)
{
EntityReference relatedEntity1 = new EntityReference();
EntityReference relatedEntity2 = new EntityReference();
try
{
Guid relatedEntity1Id = getRelatedEntityGuid(en[ee.Entity1IntersectAttribute]);
Guid relatedEntity2Id = getRelatedEntityGuid(en[ee.Entity2IntersectAttribute]);
relatedEntity1 = new EntityReference { LogicalName = ee.Entity1LogicalName, Id = relatedEntity1Id };
relatedEntity2 = new EntityReference { LogicalName = ee.Entity2LogicalName, Id = relatedEntity2Id };
if (!AlreadyAssociated(_serviceProxy, ee, relatedEntity1Id, relatedEntity2Id))
{
if (ee.IntersectEntityName == "listmember")
{
Guid entity_id = Guid.Empty;
Guid list_id = Guid.Empty;
if (ee.Entity1LogicalName == "list")
{
entity_id = relatedEntity2Id;
list_id = relatedEntity1Id;
}
else
{
entity_id = relatedEntity1Id;
list_id = relatedEntity2Id;
}
AddMemberListRequest request = new AddMemberListRequest();
request.EntityId = entity_id;
request.ListId = list_id;
AddMemberListResponse response = (AddMemberListResponse)service.Execute(request);
}
else if (ee.IntersectEntityName == "campaignitem")
{
Guid entity_id = Guid.Empty;
Guid list_id = Guid.Empty;
string EntityName = "";
if (ee.Entity1LogicalName == "campaign")
{
entity_id = relatedEntity2Id;
list_id = relatedEntity1Id;
EntityName = (string)en["entitytype"];
relatedEntity2.LogicalName = EntityName;
}
else
{
entity_id = relatedEntity1Id;
list_id = relatedEntity2Id;
EntityName = (string)en["entitytype"];
relatedEntity1.LogicalName = EntityName;
}
AddItemCampaignRequest req = new AddItemCampaignRequest();
req.CampaignId = relatedEntity1Id;
req.EntityName = EntityName;
req.EntityId = entity_id;
AddItemCampaignResponse resp = (AddItemCampaignResponse)service.Execute(req);
}
else if (ee.IntersectEntityName == "campaignactivityitem")
{
Guid entity_id = Guid.Empty;
Guid list_id = Guid.Empty;
string EntityName = "";
if (ee.Entity1LogicalName == "campaignactivity")
{
entity_id = relatedEntity2Id;
list_id = relatedEntity1Id;
EntityName = (string)en["itemobjecttypecode"];
relatedEntity2.LogicalName = EntityName;
}
else
{
entity_id = relatedEntity1Id;
list_id = relatedEntity2Id;
EntityName = (string)en["itemobjecttypecode"];
relatedEntity1.LogicalName = EntityName;
}
AddItemCampaignActivityRequest req = new AddItemCampaignActivityRequest();
req.CampaignActivityId = relatedEntity1Id;
req.EntityName = EntityName;
req.ItemId = entity_id;
AddItemCampaignActivityResponse resp = (AddItemCampaignActivityResponse)service.Execute(req);
}
else
{
EntityReferenceCollection relatedEntities = new EntityReferenceCollection();
relatedEntities.Add(relatedEntity2);
Relationship relationship = new Relationship(ee.RelationshipSchemaName);
relationship.PrimaryEntityRole = EntityRole.Referencing;
service.Associate(relatedEntity1.LogicalName, relatedEntity1.Id, relationship, relatedEntities);
}
}
importedRecordsForEntity++;
totalImportSuccess++;
}
catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault> ex)
{
totalImportFailures++;
importFailuresForEntity++;
NtoNRelationshipsImportFailure failure = new NtoNRelationshipsImportFailure
{
CreatedOn = DateTime.Now.ToString(),
NtoNRelationshipName = ee.RelationshipSchemaName,
Reason = ex.Detail.Message,
UrlEntity1 = profile.getSourceConneciton().ServerAddress + "main.aspx?pagetype=entityrecord&etn=" + relatedEntity1.LogicalName + "&id=" + relatedEntity1.Id.ToString(),
UrlEntity2 = profile.getSourceConneciton().ServerAddress + "main.aspx?pagetype=entityrecord&etn=" + relatedEntity2.LogicalName + "&id=" + relatedEntity2.Id.ToString()
};
report.TotalImportFailures += 1;
//Insert the Failure line in the Failures Report
WriteNewImportFailureLine(failure, importFailuresReportFileName);
}
catch (Exception ex)
{
//Check if the authentification session is expired
if (ex.InnerException != null && ex.InnerException.Message.StartsWith("ID3242"))
{
LogManager.WriteLog("Error:The CRM authentication session expired. Reconnection attempt n° " + ReconnectionRetryCount);
ReconnectionRetryCount--;
//On 5 failed reconnections exit
if (ReconnectionRetryCount == 0)
throw;
_serviceProxy = cm.connect(connection);
service = (IOrganizationService)_serviceProxy;
LogManager.WriteLog("Error:The CRM authentication session expired.");
totalImportFailures++;
importFailuresForEntity++;
NtoNRelationshipsImportFailure failure = new NtoNRelationshipsImportFailure
{
CreatedOn = DateTime.Now.ToString(),
NtoNRelationshipName = ee.RelationshipSchemaName,
Reason = ex.InnerException.Message,
UrlEntity1 = profile.getSourceConneciton().ServerAddress + "main.aspx?pagetype=entityrecord&etn=" + relatedEntity1.LogicalName + "&id=" + relatedEntity1.Id.ToString(),
UrlEntity2 = profile.getSourceConneciton().ServerAddress + "main.aspx?pagetype=entityrecord&etn=" + relatedEntity2.LogicalName + "&id=" + relatedEntity2.Id.ToString()
};
report.TotalImportFailures += 1;
//Insert the Failure line in the Failures Report
WriteNewImportFailureLine(failure, importFailuresReportFileName);
}
else
{
throw;
}
}
totalTreatedRecords++;
treatedRecordsForEntity++;
updateTransportReport(report, ee, importedRecordsForEntity, importFailuresForEntity, entityImportStartDT);
}
}
}
LogManager.WriteLog("Treated " + treatedRecordsForEntity + " " + ee.RelationshipSchemaName + " records with " + importedRecordsForEntity + " successfully imported records and " + importFailuresForEntity + " failures.");
}
TimeSpan importTimeSpan = DateTime.Now - importStartDT;
LogManager.WriteLog("Import finished for " + connection.ConnectionName + ". Treated " + totalTreatedRecords + " records in " + importTimeSpan.ToString().Substring(0, 10) + ". Successfuly imported " + totalImportSuccess + " records and " + totalImportFailures + " failures.");
WriteTransportReport(report, transportReportFileName);
}
catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault> ex)
{
LogManager.WriteLog("Error:" + ex.Detail.Message + "\n" + ex.Detail.TraceText);
}
catch (Exception ex)
{
if (ex.InnerException != null)
LogManager.WriteLog("Error:" + ex.Message + "\n" + ex.InnerException.Message);
else
{
LogManager.WriteLog("Error:" + ex.Message);
}
}
}
/// <summary>
/// This method first connects to the Organization service. Afterwards a dynamic
/// list is created and associated to the campaign and the campaign's activity.
/// Then the dynamic list is copied to a static list and associated with the same
/// campaign and campaign activity. Finally the sample distributes the campaign
/// to both the dynamic and static lists.
/// </summary>
/// <param name="serverConfig">Contains server connection information.</param>
/// <param name="promptforDelete">When True, the user will be prompted to delete all
/// created entities.</param>
public void Run(ServerConnection.Configuration serverConfig, bool promptforDelete)
{
try
{
//<snippetMarketingAutomation1>
// Connect to the Organization service.
// The using statement assures that the service proxy will be properly disposed.
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,serverConfig.Credentials, serverConfig.DeviceCredentials))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
CreateRequiredRecords();
#region Create Dynamic List
// Create FetchXml for marketing list's query which locates accounts
// in Seattle.
String fetchXml = @"<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>
<entity name='account'>
<attribute name='name' />
<attribute name='address1_city' />
<attribute name='primarycontactid' />
<attribute name='telephone1' />
<attribute name='accountid' />
<order attribute='name' descending='false' />
<filter type='and'>
<condition attribute='address1_city' operator='eq' value='seattle' />
</filter>
</entity>
</fetch>";
//<snippetAddItemCampaign>
// Create dynamic list. Set the type to true to declare a dynamic
// list.
List dynamicList = new List()
{
Type = true,
ListName = "Dynamic List",
CreatedFromCode = new OptionSetValue((int)ListCreatedFromCode.Account),
Query = fetchXml
};
_dynamicListId = _serviceProxy.Create(dynamicList);
dynamicList.Id = _dynamicListId;
Console.WriteLine("Created dynamic list.");
#endregion
#region Associate dynamic list to campaign
// Create a campaign.
Campaign campaign = new Campaign()
{
Name = "Sample Campaign"
};
_campaignId = _serviceProxy.Create(campaign);
campaign.Id = _campaignId;
// Add the dynamic list to the campaign.
AddItemCampaignRequest addListToCampaignRequest =
new AddItemCampaignRequest()
{
CampaignId = _campaignId,
EntityId = _dynamicListId,
EntityName = List.EntityLogicalName,
};
_serviceProxy.Execute(addListToCampaignRequest);
Console.WriteLine("Added dynamic list to the campaign.");
//</snippetAddItemCampaign>
//<snippetAddItemCampaignActivity>
// Create a campaign activity to distribute fax to the list members.
CampaignActivity campaignActivity = new CampaignActivity()
{
Subject = "Sample Campaign Activity",
ChannelTypeCode = new OptionSetValue((int)CampaignActivityChannelTypeCode.Fax),
RegardingObjectId = campaign.ToEntityReference()
};
_campaignActivityId = _serviceProxy.Create(campaignActivity);
// Add dynamic list to campaign activity.
AddItemCampaignActivityRequest addListToCampaignActivityRequest =
new AddItemCampaignActivityRequest()
{
CampaignActivityId = _campaignActivityId,
ItemId = _dynamicListId,
EntityName = List.EntityLogicalName
};
_serviceProxy.Execute(addListToCampaignActivityRequest);
Console.WriteLine("Added dynamic list to the campaign activity.");
//</snippetAddItemCampaignActivity>
#endregion
#region Associate static list to campaign
//<snippetCopyDynamicListToStatic>
// Copy the dynamic list to a static list.
CopyDynamicListToStaticRequest copyRequest =
new CopyDynamicListToStaticRequest()
{
ListId = _dynamicListId
};
CopyDynamicListToStaticResponse copyResponse =
(CopyDynamicListToStaticResponse)_serviceProxy.Execute(copyRequest);
_staticListId = copyResponse.StaticListId;
Console.WriteLine("Copied dynamic list to a static list.");
//</snippetCopyDynamicListToStatic>
// Add the static list to the campaign.
AddItemCampaignRequest addStaticListToCampaignRequest =
new AddItemCampaignRequest()
{
CampaignId = _campaignId,
EntityId = _staticListId,
EntityName = List.EntityLogicalName
};
_serviceProxy.Execute(addStaticListToCampaignRequest);
Console.WriteLine("Added static list to the campaign.");
// Add the static list to the campaign activity.
AddItemCampaignActivityRequest addStaticListToCampaignActivityRequest =
new AddItemCampaignActivityRequest()
{
CampaignActivityId = _campaignActivityId,
ItemId = _staticListId,
EntityName = List.EntityLogicalName
};
_serviceProxy.Execute(addStaticListToCampaignActivityRequest);
Console.WriteLine("Added static list to the campaign's activity.");
#endregion
#region Create fax for campaign's activity
// Create a fax.
Fax fax = new Fax()
{
Subject = "Example Fax"
};
Console.WriteLine("Created fax for campaign's activity.");
#endregion Create fax for campaign's activity
#region Distribute fax to the marketing list
//<snippetDistributeCampaignActivity>
// Distribute the campaign activity to the marketing lists.
DistributeCampaignActivityRequest distributeRequest =
new DistributeCampaignActivityRequest()
{
CampaignActivityId = _campaignActivityId,
Activity = fax,
Owner = new EntityReference("systemuser", _salesManagerId),
Propagate = true,
SendEmail = false,
PostWorkflowEvent = true
};
_serviceProxy.Execute(distributeRequest);
Console.WriteLine("Distributed fax to the marketing lists.");
//</snippetDistributeCampaignActivity>
#endregion Distribute fax to the marketing list
#region Retrieve collection of entities from marketing list
// Retrieve a collection of entities that correspond
// to all of the members in a marketing list
// This approach of retrieving list members allows you to dynamically
// retrieve the members of a list programmatically without requiring
// knowledge of the member entity type.
OrganizationServiceContext orgContext =
new OrganizationServiceContext(_serviceProxy);
var member = (from mb in orgContext.CreateQuery<List>()
where mb.Id == _dynamicListId
select mb).FirstOrDefault();
string fetchQuery = member.Query;
RetrieveMultipleRequest memberRequest = new RetrieveMultipleRequest();
FetchExpression fetch = new FetchExpression(fetchQuery);
memberRequest.Query = fetch;
RetrieveMultipleResponse memberResponse =
(RetrieveMultipleResponse)_serviceProxy.Execute(memberRequest);
Console.WriteLine("Retrieved collection of entities from a marketing list.");
#endregion Retrieve collection of entities from marketing list
DeleteRequiredRecords(promptforDelete);
}
//</snippetMarketingAutomation1>
}
// Catch any service fault exceptions that Microsoft Dynamics CRM throws.
catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>)
{
// You can handle an exception here or pass it back to the calling method.
throw;
}
}
