protected override bool AddUsersToRoles(List <CRMUser> users, List <CRMRole> roles)
{
const string AddUsersToRolesKey = "addUsersToRoles";
ConditionalLog.Info("AddUsersToRoles(...). Started.", this, TimerAction.Start, AddUsersToRolesKey);
var result = true;
foreach (var role in roles)
{
foreach (var user in users)
{
var request = new AddMemberListRequest();
request.EntityId = user.ID;
request.ListId = role.ID;
try
{
this.CrmService.Execute(request);
ConditionalLog.Info(String.Format("AddUsersToRoles(...). User {0} has been added to the {1} role.", user.Name, role.Name), this, TimerAction.Tick, AddUsersToRolesKey);
this.CacheService.MembersCache.Remove(role.Name);
this.CacheService.MemberOfCache.Remove(user.Name);
}
catch (Exception e)
{
ConditionalLog.Error(String.Format("Couldn't add contact {0} to marketing list {1} in CRM.", user.Name, role.Name), e, this);
result = false;
}
}
}
ConditionalLog.Info("AddUsersToRoles(...). Finished.", this, TimerAction.Stop, AddUsersToRolesKey);
return(result);
}
private void AddListMember(Guid memberId, Guid listId)
{
var remove = new AddMemberListRequest
{
EntityId = memberId,
ListId = listId
};
XrmService.Execute(remove);
}
/// <summary>
/// Add single member to marketing list.
/// Please note that you can not perform this action if marketing list is <c>locked</c>, please check <c>lockstatus</c> property.
/// You can also call <see cref="Unlock(Guid)"/> method.
/// <para>
/// For more information look at https://msdn.microsoft.com/en-us/library/microsoft.crm.sdk.messages.addmemberlistrequest(v=crm.7).aspx
/// </para>
/// </summary>
/// <param name="listId">Marketing List Id</param>
/// <param name="memberId">
/// Entity Id.
/// Please note that you can add member to list with same type (<c>Account</c>, <c>Contact</c> or <c>Lead</c>), before add member check your marketing list member type
/// </param>
/// <returns>
/// Returns created memberlist Id in <see cref="AddMemberListResponse.Id"/> property.
/// </returns>
public AddMemberListResponse AddMember(Guid listId, Guid memberId)
{
ExceptionThrow.IfGuidEmpty(listId, "listId");
ExceptionThrow.IfGuidEmpty(memberId, "memberId");
AddMemberListRequest request = new AddMemberListRequest()
{
ListId = listId,
EntityId = memberId
};
return((AddMemberListResponse)this.OrganizationService.Execute(request));
}
public void When_a_member_is_added_to_a_non_existing_list_exception_is_thrown()
{
var ctx = new XrmFakedContext();
var service = ctx.GetOrganizationService();
AddMemberListRequest marketingList = new AddMemberListRequest(); // Set the properties of the request object.
marketingList.EntityId = Guid.NewGuid();
marketingList.ListId = Guid.NewGuid();
// Execute the request.
Assert.Throws <FaultException <OrganizationServiceFault> >(() => service.Execute(marketingList));
}
public void When_a_request_is_called_with_an_empty_entityid_parameter_exception_is_thrown()
{
var ctx = new XrmFakedContext();
var service = ctx.GetOrganizationService();
AddMemberListRequest marketingList = new AddMemberListRequest(); // Set the properties of the request object.
marketingList.EntityId = Guid.Empty;
marketingList.ListId = Guid.NewGuid();
// Execute the request.
Assert.Throws <FaultException <OrganizationServiceFault> >(() => service.Execute(marketingList));
}
public void AddMemberToList(Guid listId, object [] currentRecord)
{
string joinKey = JoinResolver.BuildExistingCheckKey(currentRecord, this.Configuration.ListMemberMapping, this.dataObject.Metadata);
foreach (Guid memberId in this.existingMembers[joinKey])
{
AddMemberListRequest addMemberListRequest = new AddMemberListRequest();
addMemberListRequest.ListId = listId;
addMemberListRequest.EntityId = memberId;
this.service.Execute(addMemberListRequest);
}
}
public void When_a_member_is_added_to_an_existing_list_member_is_added_successfully_lead()
{
var ctx = new XrmFakedContext();
var service = ctx.GetOrganizationService();
var list = new Crm.List()
{
Id = Guid.NewGuid(),
ListName = "Some list",
CreatedFromCode = new OptionSetValue((int)ListCreatedFromCode.Lead)
};
var lead = new Lead()
{
Id = Guid.NewGuid()
};
ctx.Initialize(new List <Entity>
{
list, lead
});
AddMemberListRequest request = new AddMemberListRequest();
request.EntityId = lead.Id;
request.ListId = list.ToEntityReference().Id;
service.Execute(request);
using (var context = new XrmServiceContext(service))
{
var member = (from lm in context.CreateQuery <ListMember>()
join l in context.CreateQuery <Crm.List>() on lm.ListId.Id equals l.ListId.Value
join le in context.CreateQuery <Lead>() on lm.EntityId.Id equals le.LeadId.Value
where lm.EntityId.Id == lead.Id
where lm.ListId.Id == list.Id
select lm
).FirstOrDefault();
Assert.NotNull(member);
}
}
protected override void Execute(CodeActivityContext executionContext)
{
#region "Load CRM Service from context"
Common objCommon = new Common(executionContext);
objCommon.tracingService.Trace("Load CRM Service from context --- OK");
#endregion
#region "Read Parameters"
EntityReference marketingList = this.MarketingList.Get(executionContext);
objCommon.tracingService.Trace(String.Format("marketingList: {0} ", marketingList.Id.ToString()));
EntityReference account = this.account.Get(executionContext);
EntityReference contact = this.contact.Get(executionContext);
EntityReference lead = this.lead.Get(executionContext);
#endregion
Guid idToAdd = Guid.Empty;
if (account != null)
{
idToAdd = account.Id;
}
else if (contact != null)
{
idToAdd = contact.Id;
}
else if (lead != null)
{
idToAdd = lead.Id;
}
objCommon.tracingService.Trace(String.Format("idToAdd: {0} ", idToAdd.ToString()));
AddMemberListRequest addRequest = new AddMemberListRequest();
addRequest.ListId = marketingList.Id;
addRequest.EntityId = idToAdd;
AddMemberListResponse addResponse = (AddMemberListResponse)objCommon.service.Execute(addRequest);
}
public void When_a_member_is_added_to_an_existing_list_without_membercode_exception_is_thrown()
{
var ctx = new XrmFakedContext();
var service = ctx.GetOrganizationService();
var list = new Crm.List()
{
Id = Guid.NewGuid(),
ListName = "Some list"
};
ctx.Initialize(new List <Entity>
{
list
});
AddMemberListRequest marketingList = new AddMemberListRequest();
marketingList.EntityId = Guid.NewGuid();
marketingList.ListId = list.ToEntityReference().Id;
Assert.Throws <FaultException <OrganizationServiceFault> >(() => service.Execute(marketingList));
}
public void When_a_non_existing_member_is_added_to_an_existing_list_exception_is_thrown()
{
var ctx = new XrmFakedContext();
var service = ctx.GetOrganizationService();
var list = new Crm.List()
{
Id = Guid.NewGuid(),
ListName = "Some list",
CreatedFromCode = new OptionSetValue((int)ListCreatedFromCode.Account)
};
ctx.Initialize(new List <Entity>
{
list
});
AddMemberListRequest request = new AddMemberListRequest();
request.EntityId = Guid.NewGuid();
request.ListId = list.ToEntityReference().Id;
Assert.Throws <FaultException <OrganizationServiceFault> >(() => service.Execute(request));
}
public void AddSubscribers(string ListId, List <Entities.Subscriber> subscribers)
{
try
{
foreach (Entities.Subscriber subscriber in subscribers)
{
Contact contact = (Contact)context.ContactSet.Where(x => x.EMailAddress1.Equals(subscriber.E_mail)).FirstOrDefault();
Guid listGuid = new Guid(ListId);
if (contact == null)
{
Guid contactGuid = context.Create(new Contact()
{
EMailAddress1 = subscriber.E_mail, FirstName = subscriber.Name
});
var member = new AddMemberListRequest()
{
EntityId = contactGuid, ListId = listGuid
};
context.Execute(member);
}
else
{
var member = new AddMemberListRequest()
{
EntityId = contact.Id, ListId = listGuid
};
context.Execute(member);
}
}
context.SaveChanges();
}
catch (Exception e)
{
throw new Exception("Get subscribers CRM (" + e.Message.ToString() + ")");
}
}
/// <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);
}
}
}
[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
var newList = new List()
{
ListName = "TestList",
CreatedFromCode = new OptionSetValue((int)ListCreatedFromCode.Account)
};
_newListId = service.Create(newList);
for (int j = 0; j < 5; j++)
{
var addMemberListRequest = new AddMemberListRequest();
addMemberListRequest.EntityId = _accountIdArray[j];
addMemberListRequest.ListId = _newListId;
var addMemberListResponse =
service.Execute(addMemberListRequest) as AddMemberListResponse;
}
Guid BOId = CreateAndRetrieveQuickCampaignForMarketingList(service,
_templateLetterActivity,
_newListId,
PropagationOwnershipOptions.ListMemberOwner,
true);
#endregion
#region Run a QC with a list of accounts as input
// Construct a Query Expression(QE) which specifies which records QC should include
QueryExpression query = new QueryExpression("account");
query.ColumnSet = new ColumnSet("accountid");
query.Criteria = new FilterExpression();
FilterExpression filter = query.Criteria.AddFilter(LogicalOperator.Or);
for (int j = 0; j < 5; j++)
{
filter.AddCondition("accountid", ConditionOperator.Equal, _accountIdArray[j]);
}
_qcBOId = CreateAndRetrieveQuickCampaignForQueryExpression(service,
_templateEmailActivity,
query,
PropagationOwnershipOptions.ListMemberOwner,
true);
#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();
}
}
public void Execute(IServiceProvider serviceProvider)
{
IPluginExecutionContext context = (IPluginExecutionContext)
serviceProvider.GetService(typeof(IPluginExecutionContext));
IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);
try
{
if (context.InputParameters.Contains("WebResource"))
{
EntityReference webResourceRef = (EntityReference)context.InputParameters["WebResource"];
ImportAllSettings settings = null;
if (context.InputParameters.Contains("Settings"))
{
string settingsData = (string)context.InputParameters["Settings"];
if (!String.IsNullOrEmpty(settingsData))
{
settings = Common.DeSerializeSettings(settingsData);
}
}
Entity webResource = service.Retrieve(webResourceRef.LogicalName, webResourceRef.Id, new Microsoft.Xrm.Sdk.Query.ColumnSet(true));
if (webResource.Contains("content") && webResource["content"] != null)
{
var dataSet = Common.ResourceFromString((string)webResource["description"]);
string content = Common.GetAttribute <string>(webResource, null, "content");
string fetchXml;
string data;
Common.ParseContent(content, out fetchXml, out data);
List <Entity> entities = Common.DeSerializeEntityList(data);
if (entities != null)
{
string lookupField = null;
if (!String.IsNullOrWhiteSpace(dataSet.lookupfield))
{
lookupField = dataSet.lookupfield;
}
foreach (var e in entities)
{
var metadata = ReferenceResolution.GetMetadata(context, service, e.LogicalName);
if (lookupField == null)
{
lookupField = metadata.PrimaryIdAttribute;
}
ReferenceResolution.ResolveReferences(context, service, e);
if (metadata.IsIntersect == null || !metadata.IsIntersect.Value)
{
if (lookupField != metadata.PrimaryIdAttribute && !e.Contains(lookupField))
{
throw new InvalidPluginExecutionException("Lookup error: The entity being imported does not have '" + lookupField + "' attribute");
}
QueryExpression qe = new QueryExpression(e.LogicalName);
qe.Criteria.AddCondition(new ConditionExpression(lookupField, ConditionOperator.Equal,
lookupField == metadata.PrimaryIdAttribute ? e.Id : e[lookupField]));
var existing = service.RetrieveMultiple(qe).Entities.FirstOrDefault();
if (existing != null)
{
if (!dataSet.createonly ||
settings != null && settings.alwaysUpdate)
{
e.Id = existing.Id;
service.Update(e);
}
}
else
{
service.Create(e);
}
}
else
{
if (e.LogicalName == "listmember")
{
if (e.Contains("entityid") && e.Contains("listid"))
{
QueryExpression qe = new QueryExpression("listmember");
qe.Criteria.AddCondition(new ConditionExpression("entityid", ConditionOperator.Equal, ((EntityReference)e["entityid"]).Id));
qe.Criteria.AddCondition(new ConditionExpression("listid", ConditionOperator.Equal, ((EntityReference)e["listid"]).Id));
bool exists = service.RetrieveMultiple(qe).Entities.FirstOrDefault() != null;
if (!exists)
{
AddMemberListRequest amlr = new AddMemberListRequest();
amlr.EntityId = ((EntityReference)e["entityid"]).Id;
amlr.ListId = ((EntityReference)e["listid"]).Id;
service.Execute(amlr);
}
}
}
else
{
foreach (var r in metadata.ManyToManyRelationships)
{
if (r.IntersectEntityName == e.LogicalName)
{
if (e.Contains(r.Entity1IntersectAttribute) &&
e.Contains(r.Entity2IntersectAttribute)
)
{
QueryExpression qe = new QueryExpression(r.IntersectEntityName);
qe.Criteria.AddCondition(new ConditionExpression(r.Entity1IntersectAttribute, ConditionOperator.Equal, (Guid)e[r.Entity1IntersectAttribute]));
qe.Criteria.AddCondition(new ConditionExpression(r.Entity2IntersectAttribute, ConditionOperator.Equal, (Guid)e[r.Entity2IntersectAttribute]));
bool exists = service.RetrieveMultiple(qe).Entities.FirstOrDefault() != null;
if (!exists &&
Common.RecordExists(service, r.Entity1LogicalName, r.Entity1IntersectAttribute, (Guid)e[r.Entity1IntersectAttribute]) &&
Common.RecordExists(service, r.Entity2LogicalName, r.Entity2IntersectAttribute, (Guid)e[r.Entity2IntersectAttribute])
)
{
Relationship rs = new Relationship(r.SchemaName);
EntityReferenceCollection collection = new EntityReferenceCollection();
collection.Add(new EntityReference(r.Entity2IntersectAttribute)
{
Id = (Guid)e[r.Entity2IntersectAttribute]
});
service.Associate(r.Entity1LogicalName,
(Guid)e[r.Entity1IntersectAttribute],
rs,
collection);
}
break;
}
}
}
}
}
}
}
var updatedResource = new Entity(webResource.LogicalName);
updatedResource.Id = webResource.Id;
dataSet.appliedon = Common.CurrentTime();
dataSet.appliedin = context.OrganizationId.ToString().Replace("{", "").Replace("}", "");
updatedResource["description"] = Common.ResourceToString(dataSet);
service.Update(updatedResource);
}
}
}
catch (Exception ex)
{
throw new InvalidPluginExecutionException(ex.Message);
}
}
/// <summary>
/// Create and configure the organization service proxy.
/// Initiate the method to create any data that this sample requires.
/// Delete a new queue instance.
/// Optionally delete any entity records that were created for this sample.
/// </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();
// Call the method to create any data that this sample requires.
CreateRequiredRecords();
#region Run a QC with marketing list as input
//<snippetQuickCampaign1>
List newList = new List()
{
ListName = "TestList",
CreatedFromCode = new OptionSetValue((int)ListCreatedFromCode.Account)
};
_newListId = _serviceProxy.Create(newList);
for (int j = 0; j < 5; j++)
{
AddMemberListRequest addMemberListRequest = new AddMemberListRequest();
addMemberListRequest.EntityId = _accountIdArray[j];
addMemberListRequest.ListId = _newListId;
AddMemberListResponse addMemberListResponse =
_serviceProxy.Execute(addMemberListRequest) as AddMemberListResponse;
}
Guid BOId = CreateAndRetrieveQuickCampaignForMarketingList(
_templateLetterActivity,
_newListId,
PropagationOwnershipOptions.ListMemberOwner,
true);
//</snippetQuickCampaign1>
#endregion
#region Run a QC with a list of accounts as input
// Construct a Query Expression(QE) which specifies which records QC should include
QueryExpression query = new QueryExpression("account");
query.ColumnSet = new ColumnSet("accountid");
query.Criteria = new FilterExpression();
FilterExpression filter = query.Criteria.AddFilter(LogicalOperator.Or);
for (int j = 0; j < 5; j++)
{
filter.AddCondition("accountid", ConditionOperator.Equal, _accountIdArray[j]);
}
_qcBOId = CreateAndRetrieveQuickCampaignForQueryExpression(
_templateEmailActivity,
query,
PropagationOwnershipOptions.ListMemberOwner,
true);
#endregion
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;
}
}
/// <summary>
/// Executes the workflow activity.
/// </summary>
/// <param name="executionContext">The execution context.</param>
protected override void Execute(CodeActivityContext executionContext)
{
// Create the tracing service
ITracingService tracingService = executionContext.GetExtension <ITracingService>();
if (tracingService == null)
{
throw new InvalidPluginExecutionException("Failed to retrieve tracing service.");
}
tracingService.Trace("Entered WebFormFill.Execute(), Activity Instance Id: {0}, Workflow Instance Id: {1}",
executionContext.ActivityInstanceId,
executionContext.WorkflowInstanceId);
// Create the context
IWorkflowContext context = executionContext.GetExtension <IWorkflowContext>();
if (context == null)
{
throw new InvalidPluginExecutionException("Failed to retrieve workflow context.");
}
tracingService.Trace("WebFormFill.Execute(), Correlation Id: {0}, Initiating User: {1}",
context.CorrelationId,
context.InitiatingUserId);
ITracingService t = tracingService;
IOrganizationServiceFactory serviceFactory = executionContext.GetExtension <IOrganizationServiceFactory>();
IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);
try
{
// TODO: Implement your custom Workflow business logic.
#region 1. Get the Web Form Fill from the workflow context.
t.Trace("1. Get the Form Fill from the workflow context.");
cldrkt_webformfill webFormFill = (cldrkt_webformfill)service.Retrieve(
context.PrimaryEntityName, context.PrimaryEntityId, new ColumnSet {
AllColumns = true
});
#endregion 1. Get the Web Form Fill from the workflow context.
#region 2. Get the transaction owner and response email sender.
QueryExpression userQuery = new QueryExpression {
EntityName = SystemUser.EntityLogicalName,
ColumnSet = new ColumnSet {
AllColumns = true
},
Criteria = new FilterExpression {
Conditions =
{
new ConditionExpression {
AttributeName = "domainname",
Operator = ConditionOperator.Equal,
Values = { "*****@*****.**"},
}
}
}
};
t.Trace("2.1 Get the system user who will send the email.");
SystemUser user = (SystemUser)service.RetrieveMultiple(userQuery).Entities.FirstOrDefault();
t.Trace("2.2 The sender is: " + user.FullName.ToString());
#endregion 2. Get the transaction owner and response email sender.
#region 3. Look up the Contact from the email address, and create a new Contact if it doesn't already exist.
t.Trace("3. Find or create the Contact from the email address." + webFormFill.cldrkt_Email);
Contact contact = new Contact {
EMailAddress1 = webFormFill.cldrkt_Email,
FirstName = webFormFill.cldrkt_FirstName,
Id = Guid.NewGuid(),
LastName = webFormFill.cldrkt_LastName,
Telephone1 = webFormFill.cldrkt_BusinessPhone,
};
t.Trace("3.1 Look up the Contact using the email address entered: " + webFormFill.cldrkt_Email.ToString());
QueryExpression contactsQuery = new QueryExpression {
EntityName = Contact.EntityLogicalName,
ColumnSet = new ColumnSet {
AllColumns = true
},
Criteria = new FilterExpression {
Conditions =
{
new ConditionExpression {
AttributeName = "emailaddress1",
Operator = ConditionOperator.Equal,
Values = { contact.EMailAddress1},
}
}
}
};
Contact c = (Contact)service.RetrieveMultiple(contactsQuery).Entities.FirstOrDefault();
if (c != null)
{
contact.Id = c.Id; // Will overwrite existing Contact data with entered data.
contact.ParentCustomerId = c.ParentCustomerId; // So it will be there for the Account lookup.
t.Trace("3.2.1 The existing contact is: " + contact.Id.ToString() + " " + contact.EMailAddress1);
}
else
{
t.Trace("3.3.1 Create a new contact.");
contact.Id = service.Create(contact);
t.Trace("3.3.2 The new contact is: " + contact.Id.ToString() + " " + contact.EMailAddress1);
}
service.Update(contact);
#endregion 3. Look up the Contact from the email address, and create a new Contact if it doesn't already exist.
#region 4. Look up or create the Account and map this Contact to it.
t.Trace("4. Look up or create the Account and map this Contact to it.");
//t.Trace("4. Contact is " + contact.FullName);
//t.Trace("4. Contact.Id is " + contact.Id);
//t.Trace("4. contact.ParentCustomerId is " + contact.ParentCustomerId.ToString());
Account account = new Account {
Name = webFormFill.cldrkt_Organization,
};
// Look up or create the parent Account.
if (contact.ParentCustomerId != null)
{
t.Trace("4.1 Build the parent account query.");
// Look up the parent account.
QueryExpression parentAccountQuery = new QueryExpression {
EntityName = Account.EntityLogicalName,
ColumnSet = new ColumnSet {
AllColumns = true
},
Criteria = new FilterExpression {
Conditions =
{
new ConditionExpression {
AttributeName = "accountid",
Operator = ConditionOperator.Equal,
Values = { contact.ParentCustomerId.Id,},
}
},
},
};
t.Trace("4.2 Look up Account a.");
Account a = (Account)service.RetrieveMultiple(parentAccountQuery).Entities.FirstOrDefault();
t.Trace("4.3 If a exists, use it. Otherwise create a new Account.");
if (a != null)
{
t.Trace("4.3.1 The Account exists.");
account = a;
t.Trace("4.2.2 The existing Account is " + account.Name);
}
else
{
t.Trace("4.3.2 Create a new Account.");
account.Id = a.Id;
t.Trace("4.3.1 The new Account is " + account.Id.ToString());
}
}
else
{
t.Trace("4.4 Create a new Account.");
account.Id = service.Create(account);
};
// Map the contact to the account.
account.PrimaryContactId = new EntityReference {
Id = contact.Id,
LogicalName = Contact.EntityLogicalName,
};
service.Update(account);
// Map the account to the contact.
contact.ParentCustomerId = new EntityReference {
Id = account.Id,
LogicalName = Account.EntityLogicalName,
};
service.Update(contact);
#endregion 4. Look up or create the Account and map this Contact to it.
#region 5. Get the Campaign from the Campaign Activity ID and log a Campaign Response.
t.Trace("5. Get the Campaign Activity, if any...");
CampaignActivity campaignActivity = new CampaignActivity();
CampaignResponse campaignResponse = new CampaignResponse();
Guid campaignActivityId = Guid.Empty;
t.Trace("5.1 webFormFill.cldrkt_CampaignActivityID: " + webFormFill.cldrkt_CampaignActivityID);
if (String.IsNullOrWhiteSpace(webFormFill.cldrkt_CampaignActivityID))
{
campaignActivityId = Guid.Empty;
}
else
{
t.Trace("5.2 We have a webFormFill.cldrkt_CampaignActivityID: " + webFormFill.cldrkt_CampaignActivityID);
Guid.TryParse(webFormFill.cldrkt_CampaignActivityID, out campaignActivityId);
t.Trace("5.2.1 CampaignActivityID is " + campaignActivityId.ToString());
if (campaignActivityId != Guid.Empty)
{
t.Trace("5.2.2 Look up the Campaign Activity...");
campaignActivity = (CampaignActivity)service.Retrieve(
CampaignActivity.EntityLogicalName, campaignActivityId, new ColumnSet {
AllColumns = true
});
t.Trace("5.2.3 campaignActivityId: " + campaignActivityId);
t.Trace("5.2.4 campaignActivity.Id: " + campaignActivity.Id.ToString());
if (campaignActivity != null) // Found a Campaign Activity.
{
// Create a Campaign Response.
t.Trace("5.3 Create a Campaign Response...");
campaignResponse.ChannelTypeCode = new OptionSetValue((int)636280001); // 636280001: Web Page Form fill
campaignResponse.Customer = new ActivityParty[] {
new ActivityParty {
PartyId = new EntityReference(Contact.EntityLogicalName, contact.Id)
}
};
campaignResponse.FirstName = webFormFill.cldrkt_FirstName;
campaignResponse.LastName = webFormFill.cldrkt_LastName;
campaignResponse.EMailAddress = webFormFill.cldrkt_Email;
campaignResponse.Telephone = webFormFill.cldrkt_BusinessPhone;
campaignResponse.CompanyName = webFormFill.cldrkt_Organization;
campaignResponse.PromotionCodeName = webFormFill.cldrkt_PromotionCode;
campaignResponse.cldrkt_CampaignActivityId = new EntityReference {
Id = campaignActivity.Id,
LogicalName = CampaignActivity.EntityLogicalName,
};
campaignResponse.OriginatingActivityId = new EntityReference {
Id = webFormFill.Id,
LogicalName = cldrkt_webformfill.EntityLogicalName,
};
campaignResponse.RegardingObjectId = new EntityReference // Required, must be the parent campaign
{
Id = campaignActivity.RegardingObjectId.Id,
LogicalName = Campaign.EntityLogicalName,
};
campaignResponse.ReceivedOn = webFormFill.CreatedOn;
campaignResponse.Subject = webFormFill.Subject; //TODO: Change to an available field.
t.Trace("5.2.5 Create the Campaign Response.");
campaignResponse.ActivityId = service.Create(campaignResponse);
t.Trace("5.3.1 campaignResponse.ActivityId: " + campaignResponse.ActivityId);
t.Trace("5.3.2 campaignResponse.Id: " + campaignResponse.Id.ToString());
// Update the Campaign Response.
t.Trace("5.4 Update the Campaign Response.");
if (campaignResponse.Id != Guid.Empty)
{
service.Update(campaignResponse);
t.Trace("5.4.1 campaignResponse.Id = " + campaignResponse.Id.ToString());
}
// Add the Campaign Activity to the Web Form Fill.
t.Trace("5.5. Add the Campaign Activity to the Web Form fill");
webFormFill.cldrkt_Campaign = new EntityReference {
Id = campaignActivity.RegardingObjectId.Id,
LogicalName = campaignActivity.RegardingObjectId.LogicalName,
};
webFormFill.cldrkt_CampaignActivity = new EntityReference {
Id = campaignActivity.Id,
LogicalName = campaignActivity.LogicalName,
};
webFormFill.cldrkt_CampaignResponse = new EntityReference {
Id = campaignResponse.Id,
LogicalName = campaignResponse.LogicalName,
};
t.Trace("5.6 Update the webFormFill.");
service.Update(webFormFill);
}
}
}
#endregion 5. Get the Campaign from the Campaign Activity ID and log a Campaign Response.
#region 6. Create a new Opportunity and map it to the Contact.
t.Trace("6. Create a new Opportunity and map it to the Contact. ");
string productNumber = // Defaulting to SMSP. The Product Number has to be valid.
String.IsNullOrEmpty(webFormFill.cldrkt_ProductNumber) ? "SMSP-License" : webFormFill.cldrkt_ProductNumber;
QueryExpression productQuery = new QueryExpression {
EntityName = Product.EntityLogicalName,
ColumnSet = new ColumnSet {
AllColumns = true
},
Criteria = new FilterExpression {
Conditions =
{
new ConditionExpression {
AttributeName = "productnumber",
Operator = ConditionOperator.Equal,
Values = { productNumber},
}
}
}
};
t.Trace("6.1.1 Look up the product. ");
Product product = (Product)service.RetrieveMultiple(productQuery).Entities.FirstOrDefault();
t.Trace("6.1.2 product.Id is " + product.Id.ToString() + " product.ProductId is " + product.ProductId);
t.Trace("6.1.3 product.ProductId is " + product.Id.ToString() + " ");
t.Trace("6.2 Create the Opportunity. ");
t.Trace("6.2.0 campaignActivity.Id is " + campaignActivity.Id.ToString());
t.Trace("6.2.1 campaignActivity.RegardingObjectId.Id is " + campaignActivity.RegardingObjectId.Id.ToString());
t.Trace("6.2.2 account.Name and product.ProductNumber are " + account.Name + " " + product.ProductNumber);
t.Trace("6.2.3 product.PriceLevelId is " + product.PriceLevelId.Id.ToString());
Opportunity opportunity = new Opportunity {
CampaignId = campaignActivity.RegardingObjectId,
cldrkt_EstimatedUsers = (int?)webFormFill.cldrkt_ProductQuantity,
Name = webFormFill.Subject, // Required.
cldrkt_DateofLastContact = webFormFill.CreatedOn,
IsRevenueSystemCalculated = true,
ParentAccountId = new EntityReference {
Id = account.Id,
LogicalName = Account.EntityLogicalName,
},
ParentContactId = new EntityReference {
Id = contact.Id,
LogicalName = Contact.EntityLogicalName,
},
PriceLevelId = product.PriceLevelId, // Required
StepName = "1-Conversation",
TransactionCurrencyId = product.TransactionCurrencyId, // Required.
};
t.Trace("6.2.5 opportunity.TransactionCurrencyId is " + opportunity.TransactionCurrencyId.Name.ToString());
t.Trace("6.2.6 TransactionCurrencyId.Id is " + opportunity.TransactionCurrencyId.Id.ToString());
t.Trace("6.2.6.1 opportunity.ParentContactId.Id is " + opportunity.ParentContactId.Id.ToString());
opportunity.Id = service.Create(opportunity);
service.Update(opportunity);
t.Trace("6.2.7 opportunity.Id is " + opportunity.Id.ToString());
t.Trace("6.2.7.1 ShowMe price is " + Helpers.GetShowMePricePerUser((decimal)webFormFill.cldrkt_ProductQuantity));
t.Trace("6.3 Create the OpportunityProduct.");
OpportunityProduct opportunityProduct = new OpportunityProduct {
OpportunityId = new EntityReference {
LogicalName = Opportunity.EntityLogicalName,
Id = opportunity.Id,
},
ProductId = new EntityReference {
LogicalName = Product.EntityLogicalName,
Id = product.Id,
},
UoMId = new EntityReference {
LogicalName = UoM.EntityLogicalName,
Id = product.DefaultUoMId.Id,
},
Quantity = webFormFill.cldrkt_ProductQuantity,
PricePerUnit = new Money {
Value = Helpers.GetShowMePricePerUser((decimal)webFormFill.cldrkt_ProductQuantity),
},
IsPriceOverridden = true,
};
t.Trace("6.3.1 Creating the opportunityProduct. ");
opportunityProduct.Id = service.Create(opportunityProduct);
t.Trace("6.3.2 opportunityProduct.Id is " + opportunityProduct.Id.ToString());
t.Trace("6.3.3 opportunityProductProductId.Id is " + opportunityProduct.ProductId.Id.ToString());
t.Trace("6.3.4 opportunityProduct.Quantity is " + opportunityProduct.Quantity);
t.Trace("6.3.5 opportunityProduct.Quantity.Value is " + opportunityProduct.Quantity.Value);
t.Trace("6.3.6 opportunityProduct.PricePerUnit is " + opportunityProduct.PricePerUnit);
t.Trace("6.3.7 opportunityProduct.PricePerUnit.Value is " + opportunityProduct.PricePerUnit.Value);
service.Update(opportunityProduct);
service.Update(opportunity);
#endregion 6. Create a new Opportunity and map it to the Contact.
#region 7. Get the response email template.
t.Trace(" 7. Get the email template from the Web Form Fill, otherwise use a default template");
QueryExpression templateQuery = new QueryExpression {
EntityName = Template.EntityLogicalName,
ColumnSet = new ColumnSet {
AllColumns = true
},
Criteria = new FilterExpression {
Conditions =
{
new ConditionExpression {
AttributeName = "title",
Operator = ConditionOperator.Equal,
Values = { webFormFill.cldrkt_EmailTemplateTitle},
}
}
}
};
Template emailTemplate = new Template();
Guid defaultEmailTemplateId = Guid.Parse("d4fe12fd-72d2-e311-9e62-6c3be5be5e68"); // Default, SMSP demo request
Guid emailTemplateId = new Guid();
if (String.IsNullOrEmpty(webFormFill.cldrkt_EmailTemplateTitle))
{
emailTemplateId = defaultEmailTemplateId;
t.Trace("7.1 No email template set from the web form.");
}
else
{
t.Trace("7.2.1 Looking up Template from webFormFill: " + webFormFill.cldrkt_EmailTemplateTitle);
emailTemplate = (Template)service.RetrieveMultiple(templateQuery).Entities.FirstOrDefault();
if (emailTemplate == null)
{
t.Trace("Template is null");
}
else
{
t.Trace("Template is not null.");
t.Trace("Template type is: " + emailTemplate.TemplateTypeCode.ToString());
}
t.Trace("7.2.1 Looked up Template using the Title. ");
emailTemplateId = emailTemplate == null ? defaultEmailTemplateId : emailTemplate.Id;
t.Trace("7.2.2 emailTemplateId: " + emailTemplateId.ToString());
}
t.Trace("7.3.1 The email template is " + emailTemplate.Title.ToString() + " type of " + emailTemplate.TemplateTypeCode + " Id: " + emailTemplateId.ToString());
#endregion 7. Get the response email template.
#region 8. Create and send the response email.
t.Trace("8. Create and send the email message.");
t.Trace("8. Send from: " + user.FullName.ToString());
t.Trace("8. Send to: " + contact.Id.ToString() + " using template " + emailTemplate.Title + " with Id " + emailTemplateId.ToString());
// Create an email using an Opportunity template. "To" is a Contact type.
SendEmailFromTemplateRequest emailUsingTemplateReq = new SendEmailFromTemplateRequest {
Target = new Email {
To = new ActivityParty[] { new ActivityParty {
PartyId = new EntityReference(Contact.EntityLogicalName, opportunity.ParentContactId.Id)
} },
From = new ActivityParty[] { new ActivityParty {
PartyId = new EntityReference(SystemUser.EntityLogicalName, user.Id)
} },
Subject = "",
Description = "",
DirectionCode = true,
},
RegardingId = opportunity.Id, // Required, and the type must match the Email Template type.
RegardingType = emailTemplate.TemplateTypeCode,
TemplateId = emailTemplateId,
};
t.Trace("8.1 Send email to: " + opportunity.ParentContactId.Id.ToString() + " from: " + user.DomainName);
t.Trace("8.1.1 Contact ID is: " + contact.Id.ToString() + ", email template is " + emailTemplate.Id.ToString() + ", opportunity is " + opportunity.Id.ToString());
t.Trace("8.1.2 email template id is: " + emailUsingTemplateReq.TemplateId.ToString());
SendEmailFromTemplateResponse email = (SendEmailFromTemplateResponse)service.Execute(emailUsingTemplateReq);
t.Trace("8.2 Email sent: " + email.Id.ToString());
#endregion 8. Create and send the response email.
#region 9. Add this Contact to the Marketing List, and create the list if it doesn't exist.
t.Trace("9. Add this Contact to the Marketing List. " + contact.Id.ToString() + " to List " + webFormFill.cldrkt_AddToMarketingList);
List staticContactList = new List {
CreatedFromCode = new OptionSetValue((int)2), // Required. Account = 1, Contact = 2, Lead = 4.
Id = Guid.NewGuid(), // Required.
ListName = webFormFill.cldrkt_AddToMarketingList, // Required.
LogicalName = List.EntityLogicalName,
OwnerId = new EntityReference { // Required.
Id = user.Id,
LogicalName = SystemUser.EntityLogicalName,
},
StatusCode = new OptionSetValue((int)0),
Type = false, // Required. True = dynamic, false = static.
};
QueryExpression listQuery = new QueryExpression {
EntityName = List.EntityLogicalName,
ColumnSet = new ColumnSet {
AllColumns = true
},
Criteria = new FilterExpression {
Conditions =
{
new ConditionExpression {
AttributeName = "listname",
Operator = ConditionOperator.Equal,
Values = { webFormFill.cldrkt_AddToMarketingList},
}
}
}
};
t.Trace("9.1 Get this list, if it exists: " + webFormFill.cldrkt_AddToMarketingList);
Entity list = service.RetrieveMultiple(listQuery).Entities.FirstOrDefault();
t.Trace("9.2 Look up the list.");
if (list == null)
{
t.Trace("9.3.1 Create a new list: " + staticContactList.Id.ToString());
staticContactList.Id = service.Create(staticContactList);
}
else
{
t.Trace("9.3.2 Use the list we found: " + list.Id.ToString());
staticContactList.Id = list.Id;
}
t.Trace("9.4 Add the Contact " + contact.Id.ToString() + " to List " + staticContactList.Id.ToString());
AddMemberListRequest addMemberListRequest = new AddMemberListRequest {
EntityId = contact.Id,
ListId = staticContactList.Id,
};
service.Execute(addMemberListRequest);
#endregion 9. Add this Contact to the Marketing List, and create the list if it doesn't exist.
#region 10. Update the entities we've worked on.
t.Trace("10. Update the entities we've worked on. ");
webFormFill.RegardingObjectId = new EntityReference {
Id = contact.Id, LogicalName = Contact.EntityLogicalName,
};
service.Update(webFormFill);
service.Update(contact);
service.Update(opportunityProduct);
service.Update(opportunity);
service.Update(webFormFill);
#endregion 10. Update the entities we've worked on.
//throw new InvalidPluginExecutionException("Finished processing the Web Form Fill update.");
}
catch (FaultException <OrganizationServiceFault> e)
{
tracingService.Trace("Exception: {0}", e.ToString());
// Handle the exception.
throw;
}
tracingService.Trace("Exiting WebFormFill.Execute(), Correlation Id: {0}", context.CorrelationId);
}
private void CreateMarketingList()
{
Console.WriteLine("=== Creating the Marketing List ===");
// Create the marketing list. Make it static because members are going to be
// added to the list.
var list = new List
{
CreatedFromCode = new OptionSetValue((int)ListCreatedFromCode.Contact),
ListName = "Sample Contact Marketing List",
Type = MarketingListType.Static
};
_marketingListId = _serviceProxy.Create(list);
NotifyEntityCreated(List.EntityLogicalName, _marketingListId);
//<snippetDistributeCampaignFromMarketingList6>
// Add a list of contacts to the marketing list.
var addMemberListReq = new AddListMembersListRequest
{
MemberIds = new[] { _contactIdList[0], _contactIdList[2] },
ListId = _marketingListId
};
_serviceProxy.Execute(addMemberListReq);
Console.WriteLine(" Contacts with GUIDs \r\n\t{{{0}}}\r\n\tand {{{1}}}\r\n were added to the list.",
_contactIdList[0], _contactIdList[1]);
//</snippetDistributeCampaignFromMarketingList6>
//<snippetDistributeCampaignFromMarketingList7>
// Copy the marketing list. First create a new one, and then copy over the
// members.
list.ListName = list.ListName + " Copy";
_copiedMarketingListId = _serviceProxy.Create(list);
var copyRequest = new CopyMembersListRequest
{
SourceListId = _marketingListId,
TargetListId = _copiedMarketingListId
};
_serviceProxy.Execute(copyRequest);
//</snippetDistributeCampaignFromMarketingList7>
//<snippetDistributeCampaignFromMarketingList8>
// Add a single contact to the copied marketing list.
var addMemberReq = new AddMemberListRequest
{
EntityId = _contactIdList[1],
ListId = _copiedMarketingListId
};
_serviceProxy.Execute(addMemberReq);
Console.WriteLine(" Contact with GUID\r\n\t{{{0}}}\r\n was added to the list.",
_contactIdList[1]);
//</snippetDistributeCampaignFromMarketingList8>
//<snippetDistributeCampaignFromMarketingList9>
// Qualify the marketing list.
var qualifyRequest = new QualifyMemberListRequest
{
OverrideorRemove = OverrideOrRemove.Override,
MembersId = new[] { _contactIdList[0], _contactIdList[1] },
ListId = _copiedMarketingListId
};
_serviceProxy.Execute(qualifyRequest);
Console.WriteLine(" Qualified the copied marketing list so that it only\r\n includes the first two members.");
//</snippetDistributeCampaignFromMarketingList9>
}
/// <summary>
/// Add Member List Into Marketing List(마케팅 목록)
/// </summary>
/// <param name="listId">Marketing List Id</param>
/// <param name="ec"></param>
/// <param name="continueOnError"></param>
public static void AddMemberList(Guid listId, EntityCollection ec, bool continueOnError = true)
{
var service = Connection.Service;
try
{
var loopCount = (ec.Entities.Count / 1000) + (ec.Entities.Count % 1000 != 0 ? 1 : 0);
for (var i = 0; i < loopCount; i++)
{
var multipleRequest = new ExecuteMultipleRequest()
{
Settings = new ExecuteMultipleSettings()
{
ContinueOnError = continueOnError,
ReturnResponses = true,
},
Requests = new OrganizationRequestCollection()
};
var start = (i * 1000);
var end = ec.Entities.Count <= (i + 1) * 1000 ? ec.Entities.Count : (i + 1) * 1000;
for (var j = start; j < end; j++)
{
var addMemberListRequest = new AddMemberListRequest()
{
EntityId = ec.Entities.ElementAt(j).Id,
ListId = listId
};
multipleRequest.Requests.Add(addMemberListRequest);
}
// Execute all the requests in the request collection using a single web method call.
var multipleResponse = (ExecuteMultipleResponse)service.Execute(multipleRequest);
if (!multipleResponse.Responses.Any())
{
continue;
}
foreach (var response in multipleResponse.Responses)
{
if (response.Fault == null)
{
continue;
}
if (response.Fault.InnerFault != null)
{
//error
if (!continueOnError)
{
throw new Exception(JsonConvert.SerializeObject(response.Fault.InnerFault) + Environment.NewLine +
JsonConvert.SerializeObject(ec.Entities[(i * 1000) + response.RequestIndex]));
}
}
else
{
//error
if (!continueOnError)
{
throw new Exception(JsonConvert.SerializeObject(response.Fault) + Environment.NewLine +
JsonConvert.SerializeObject(ec.Entities[(i * 1000) + response.RequestIndex]));
}
}
}
}
}
catch (Exception)
{
throw;
}
}
private void CreateMarketingList()
{
Console.WriteLine("=== Creating the Marketing List ===");
// Create the marketing list. Make it static because members are going to be
// added to the list.
var list = new List
{
CreatedFromCode = new OptionSetValue((int)ListCreatedFromCode.Contact),
ListName = "Sample Contact Marketing List",
Type = MarketingListType.Static
};
_marketingListId = _serviceProxy.Create(list);
NotifyEntityCreated(List.EntityLogicalName, _marketingListId);
//<snippetDistributeCampaignFromMarketingList6>
// Add a list of contacts to the marketing list.
var addMemberListReq = new AddListMembersListRequest
{
MemberIds = new[] { _contactIdList[0], _contactIdList[2] },
ListId = _marketingListId
};
_serviceProxy.Execute(addMemberListReq);
Console.WriteLine(" Contacts with GUIDs \r\n\t{{{0}}}\r\n\tand {{{1}}}\r\n were added to the list.",
_contactIdList[0], _contactIdList[1]);
//</snippetDistributeCampaignFromMarketingList6>
//<snippetDistributeCampaignFromMarketingList7>
// Copy the marketing list. First create a new one, and then copy over the
// members.
list.ListName = list.ListName + " Copy";
_copiedMarketingListId = _serviceProxy.Create(list);
var copyRequest = new CopyMembersListRequest
{
SourceListId = _marketingListId,
TargetListId = _copiedMarketingListId
};
_serviceProxy.Execute(copyRequest);
//</snippetDistributeCampaignFromMarketingList7>
//<snippetDistributeCampaignFromMarketingList8>
// Add a single contact to the copied marketing list.
var addMemberReq = new AddMemberListRequest
{
EntityId = _contactIdList[1],
ListId = _copiedMarketingListId
};
_serviceProxy.Execute(addMemberReq);
Console.WriteLine(" Contact with GUID\r\n\t{{{0}}}\r\n was added to the list.",
_contactIdList[1]);
//</snippetDistributeCampaignFromMarketingList8>
//<snippetDistributeCampaignFromMarketingList9>
// Qualify the marketing list.
var qualifyRequest = new QualifyMemberListRequest
{
OverrideorRemove = OverrideOrRemove.Override,
MembersId = new[] { _contactIdList[0], _contactIdList[1] },
ListId = _copiedMarketingListId
};
_serviceProxy.Execute(qualifyRequest);
Console.WriteLine(" Qualified the copied marketing list so that it only\r\n includes the first two members.");
//</snippetDistributeCampaignFromMarketingList9>
}
/// <summary>
/// Create and configure the organization service proxy.
/// Initiate the method to create any data that this sample requires.
/// Delete a new queue instance.
/// Optionally delete any entity records that were created for this sample.
/// </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 = ServerConnection.GetOrganizationProxy(serverConfig))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
// Call the method to create any data that this sample requires.
CreateRequiredRecords();
#region Run a QC with marketing list as input
//<snippetQuickCampaign1>
List newList = new List()
{
ListName = "TestList",
CreatedFromCode = new OptionSetValue((int)ListCreatedFromCode.Account)
};
_newListId = _serviceProxy.Create(newList);
for (int j = 0; j < 5; j++)
{
AddMemberListRequest addMemberListRequest = new AddMemberListRequest();
addMemberListRequest.EntityId = _accountIdArray[j];
addMemberListRequest.ListId = _newListId;
AddMemberListResponse addMemberListResponse =
_serviceProxy.Execute(addMemberListRequest) as AddMemberListResponse;
}
Guid BOId = CreateAndRetrieveQuickCampaignForMarketingList(
_templateLetterActivity,
_newListId,
PropagationOwnershipOptions.ListMemberOwner,
true);
//</snippetQuickCampaign1>
#endregion
#region Run a QC with a list of accounts as input
// Construct a Query Expression(QE) which specifies which records QC should include
QueryExpression query = new QueryExpression("account");
query.ColumnSet = new ColumnSet("accountid");
query.Criteria = new FilterExpression();
FilterExpression filter = query.Criteria.AddFilter(LogicalOperator.Or);
for (int j = 0; j < 5; j++)
{
filter.AddCondition("accountid", ConditionOperator.Equal, _accountIdArray[j]);
}
_qcBOId = CreateAndRetrieveQuickCampaignForQueryExpression(
_templateEmailActivity,
query,
PropagationOwnershipOptions.ListMemberOwner,
true);
#endregion
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;
}
}
public void DeserializeData(List <Entity> entities, bool createOnly)
{
foreach (var e in entities)
{
var metadata = ReferenceResolution.GetMetadata(Service, e.LogicalName);
string lookupField = null;
if (lookupField == null)
{
lookupField = metadata.PrimaryIdAttribute;
}
ReferenceResolution.ResolveReferences(Service, e);
if (metadata.IsIntersect == null || !metadata.IsIntersect.Value)
{
if (lookupField != metadata.PrimaryIdAttribute && !e.Contains(lookupField))
{
throw new InvalidPluginExecutionException("Lookup error: The entity being imported does not have '" + lookupField + "' attribute");
}
QueryExpression qe = new QueryExpression(e.LogicalName);
qe.Criteria.AddCondition(new ConditionExpression(lookupField, ConditionOperator.Equal,
lookupField == metadata.PrimaryIdAttribute ? e.Id : e[lookupField]));
var existing = Service.RetrieveMultiple(qe).Entities.FirstOrDefault();
if (existing != null)
{
if (!createOnly)
{
e.Id = existing.Id;
Service.Update(e);
}
}
else
{
Service.Create(e);
}
}
else
{
if (e.LogicalName == "listmember")
{
if (e.Contains("entityid") && e.Contains("listid"))
{
QueryExpression qe = new QueryExpression("listmember");
qe.Criteria.AddCondition(new ConditionExpression("entityid", ConditionOperator.Equal, ((EntityReference)e["entityid"]).Id));
qe.Criteria.AddCondition(new ConditionExpression("listid", ConditionOperator.Equal, ((EntityReference)e["listid"]).Id));
bool exists = Service.RetrieveMultiple(qe).Entities.FirstOrDefault() != null;
if (!exists)
{
AddMemberListRequest amlr = new AddMemberListRequest();
amlr.EntityId = ((EntityReference)e["entityid"]).Id;
amlr.ListId = ((EntityReference)e["listid"]).Id;
Service.Execute(amlr);
}
}
}
else
{
foreach (var r in metadata.ManyToManyRelationships)
{
if (r.IntersectEntityName == e.LogicalName)
{
if (e.Contains(r.Entity1IntersectAttribute) &&
e.Contains(r.Entity2IntersectAttribute)
)
{
QueryExpression qe = new QueryExpression(r.IntersectEntityName);
qe.Criteria.AddCondition(new ConditionExpression(r.Entity1IntersectAttribute, ConditionOperator.Equal, (Guid)e[r.Entity1IntersectAttribute]));
qe.Criteria.AddCondition(new ConditionExpression(r.Entity2IntersectAttribute, ConditionOperator.Equal, (Guid)e[r.Entity2IntersectAttribute]));
bool exists = Service.RetrieveMultiple(qe).Entities.FirstOrDefault() != null;
if (!exists &&
Common.RecordExists(Service, r.Entity1LogicalName, r.Entity1IntersectAttribute, (Guid)e[r.Entity1IntersectAttribute]) &&
Common.RecordExists(Service, r.Entity2LogicalName, r.Entity2IntersectAttribute, (Guid)e[r.Entity2IntersectAttribute])
)
{
Relationship rs = new Relationship(r.SchemaName);
EntityReferenceCollection collection = new EntityReferenceCollection();
collection.Add(new EntityReference(r.Entity2IntersectAttribute)
{
Id = (Guid)e[r.Entity2IntersectAttribute]
});
Service.Associate(r.Entity1LogicalName,
(Guid)e[r.Entity1IntersectAttribute],
rs,
collection);
}
break;
}
}
}
}
}
}
}
