/// <summary>
/// This method creates any entity records that this sample requires.
/// </summary>
public void CreateRequiredRecords()
{
// Get the current user.
WhoAmIRequest userRequest = new WhoAmIRequest();
WhoAmIResponse userResponse = (WhoAmIResponse)_serviceProxy.Execute(userRequest);
_userId = userResponse.UserId;
// Create the activity party for sending and receiving the fax.
ActivityParty party = new ActivityParty
{
PartyId = new EntityReference(SystemUser.EntityLogicalName, _userId)
};
// Create the fax object.
Fax fax = new Fax
{
Subject = "Sample Fax",
From = new ActivityParty[] { party },
To = new ActivityParty[] { party }
};
_faxId = _serviceProxy.Create(fax);
Console.WriteLine("Created a fax: '{0}'.", fax.Subject);
}
/// <summary>
/// This method creates any entity records that this sample requires.
/// Create a new recurring appointment.
/// </summary>
public void CreateRequiredRecords()
{
// Create a contact
Contact newContact = new Contact
{
FirstName = "Lisa",
LastName = "Andrews",
EMailAddress1 = "*****@*****.**"
};
_contactId = _serviceProxy.Create(newContact);
Console.WriteLine("Created contact: {0}.", newContact.FirstName + " " + newContact.LastName);
// Create ab activity party
ActivityParty requiredAttendee = new ActivityParty
{
PartyId = new EntityReference(Contact.EntityLogicalName, _contactId)
};
// Create an appointment
Appointment newAppointment = new Appointment
{
Subject = "Test Appointment",
Description = "Test Appointment",
ScheduledStart = DateTime.Now.AddHours(1),
ScheduledEnd = DateTime.Now.AddHours(2),
Location = "Office",
RequiredAttendees = new ActivityParty[] { requiredAttendee }
};
_appointmentId = _serviceProxy.Create(newAppointment);
Console.WriteLine("Created {0}.", newAppointment.Subject);
}
/**
* <summary>
* Creates the email that is going to be sent and returns its ID.
* </summary>
* <param name="fromQueue">ID of the queue the email is going to be sent from</param>
* <param name="toQueue">ID of the queue the email is going to be sent to</param>
* <param name="subject">the subject of the email </param>
* <param name="cbgApplication">Cbg application - null for SIS check and populated for police check.</param>
* */
public Guid CreateEmail(Guid fromQueue, Guid toQueue, string subject, EntityReference entityRef)
{
//creating activity party to set To field of the email address
ActivityParty to = new ActivityParty()
{
PartyId = new EntityReference(Queue.EntityLogicalName, toQueue),
};
//creating activity party to set From field of the email address
ActivityParty from = new ActivityParty()
{
PartyId = new EntityReference(Queue.EntityLogicalName, fromQueue),
};
// create the email to attach file to and send
Email _emailToUpdate = new Email()
{
Id = Guid.NewGuid(),
From = new ActivityParty[] { from },
To = new ActivityParty[] { to },
Subject = subject,
};
if (entityRef != null)
{
_emailToUpdate.RegardingObjectId = entityRef;
}
Guid emailId = ElevatedService.Create(_emailToUpdate);
return(emailId);
}
/// <summary>
/// This method called when user clicks item in a Grid
/// </summary>
/// <param name="sender"></param>
/// <param name="e"></param>
private void lvList_ItemClick(object sender, ItemClickEventArgs e)
{
// Obtain clicked item
var item = e.ClickedItem as ViewData;
EntityMetadataEx entityMetadataEx;
if (!string.IsNullOrEmpty(item.ActivityTypeName)) //Activities
{
entityMetadataEx = CRMHelper.EntityMetadataExCollection.
Where(x => x.EntityMetadata.LogicalName == item.ActivityTypeName).FirstOrDefault();
}
else
{
entityMetadataEx = CRMGrid.cbLookFor.SelectedItem as EntityMetadataEx;
}
// If this is for Party
if (formFieldData.FieldMetadata.AttributeType == AttributeTypeCode.PartyList)
{
// Create Collection to host multiple records
EntityCollection newCollection = new EntityCollection();
// Store existing ActityParties
newCollection.Entities.AddRange((formFieldData.FieldData as EntityCollection).Entities);
// Create new ActivityParty
ActivityParty recordToAdd = new ActivityParty();
recordToAdd.PartyId = new EntityReference();
recordToAdd.PartyId.Id = item.Id;
recordToAdd.PartyId.LogicalName = (CRMGrid.cbLookFor.SelectedItem as EntityMetadataEx).EntityMetadata.LogicalName;
recordToAdd.PartyId.Name = item.PrimaryFieldValue;
// Then add to the list.
newCollection.Entities.Add(recordToAdd);
// Store it to FieldData
formFieldData.FieldData = newCollection;
// Assign the value to temporary data
CRMHelper.temporaryData = formFieldData;
}
// If this is normal lookup
else
{
// Generate new EntityReference
EntityReference newReference = new EntityReference();
newReference.Id = item.Id;
newReference.LogicalName = entityMetadataEx.EntityMetadata.LogicalName;
newReference.Name = item.PrimaryFieldValue;
// Assign new value to FieldData
formFieldData.FieldData = newReference;
// Assign the value to temporary data
CRMHelper.temporaryData = formFieldData;
}
// Then Go back to original page
if (Frame.CanGoBack)
{
Frame.GoBack();
}
}
public bool CreateEmailFromTemplate(IContactModel contact, Incident incident, string registrationName, Template template)
{
try
{
_log.Info($"Creating email message from template {template.Title}...");
_contactId = contact.Id ?? Guid.Empty;
// Create the 'From:' activity party for the email
ActivityParty fromParty = new ActivityParty
{
PartyId = new EntityReference(SystemUser.EntityLogicalName, _userId)
};
// Create the 'To:' activity party for the email
ActivityParty toParty = new ActivityParty
{
PartyId = new EntityReference(Contact.EntityLogicalName, _contactId),
AddressUsed = contact.Email
};
_log.Info("Created activity parties.");
// Create an e-mail message.
Email email = new Email
{
To = new ActivityParty[] { toParty },
From = new ActivityParty[] { fromParty },
Subject = GetDataFromXml(template.Subject, "match"),
Description = GetDataFromXml(template.Body, "match"),
DirectionCode = true,
RegardingObjectId = new EntityReference(Contact.EntityLogicalName, _contactId)
};
_log.Info("Start modifying the email description with dynamic values...");
email.Description = email.Description.Replace("#LastName#", contact.LastName);
email.Description = email.Description.Replace("#caseNumber#", incident.TicketNumber);
email.Description = email.Description.Replace("#RegistrationName#", registrationName);
Guid emailId = _service.Create(email);
if (emailId == Guid.Empty)
{
_log.Error("Email not sent successfully");
return(false);
}
_log.Info($"Created email message with id {emailId} with the following information: " +
$"Template {template.Title}, Subject {email.Subject}, Description {email.Description}");
return(true);
//bool emailSent = SendEmailFromTemplate(email, template.Id);
}
catch (Exception ex)
{
_log.Error($"An error occurred during creating email. Exception: {ex.Message}");
return(false);
}
}
public Email SendEmail(Guid fromUser)
{
Email email = new Email();
email.TrackingToken = string.Empty;
var fromParty = new ActivityParty
{
PartyId = new EntityReference(SystemUser.EntityLogicalName, fromUser)
};
ActivityParty[] emailTo = null;
ActivityParty toParty = null;
var teamid = GetUsersTeam();
if (teamid == null)
{
throw new ArgumentNullException("teamid is null");
}
var teamGuids = GetTeamMembers(teamid.Value);
if (teamGuids != null && teamGuids.Count > 0)
{
emailTo = new ActivityParty[teamGuids.Count];
for (int i = 0; i < teamGuids.Count; i++)
{
Guid userGuid = teamGuids[i];
toParty = new ActivityParty
{
PartyId = new EntityReference(SystemUser.EntityLogicalName, userGuid)
};
emailTo[i] = toParty;
}
}
if (emailTo != null)
{
email.To = emailTo;
}
email.From = new ActivityParty[] { fromParty };
Guid getTamplateEmail = GetTamplateEmail();
var emailTemplate = GetEmailTemplateDescription(getTamplateEmail, fromUser);
email.Subject = GenerateTemplateTitle(emailTemplate.Item2, _orginalFlightOccurrence);
email.Description = GenerateTemplateBody(emailTemplate.Item1, _orginalFlightOccurrence);
// email.Attributes.Add("RegardingObjectId".ToLower(), _target.ToEntityReference()); //= new Microsoft.Xrm.Client.CrmEntityReference(_target.LogicalName, _target.Id); //_target.ToEntityReference();
email.RegardingObjectId = _target.ToEntityReference();
Guid emailid = _service.Create(email);
email.ActivityId = emailid;
return(email);
}
private bool SendEmail(IExtendedExecutionContext context, Entity account, Incident caseRecord)
{
context.Trace($"Attempting to retrieve case with title Email Change Request...");
// Get a system user to send the email (From: field)
_userId = context.UserId;
// Create the 'From:' activity party for the email
ActivityParty fromParty = new ActivityParty
{
PartyId = new EntityReference(SystemUser.EntityLogicalName, _userId)
};
// Create the 'To:' activity party for the email
ActivityParty toParty = new ActivityParty
{
PartyId = new EntityReference(PluginXrm.Account.EntityLogicalName, _accountId),
AddressUsed = account.GetAttributeValue <string>(Email)
};
context.Trace("Created To and From activity parties.");
// Create an email message entity
Email email = new Email
{
To = new ActivityParty[] { toParty },
From = new ActivityParty[] { fromParty },
Subject = "Email change request confirmation",
Description = $"Hello, {account.GetAttributeValue<string>(AccountName)}.{Environment.NewLine}" +
$"We received your request to change your primary email address from " +
$"{caseRecord.GetAttributeValue<string>(PreviousEmail)} to " +
$"{caseRecord.GetAttributeValue<string>(NewEmail)}.{Environment.NewLine}" +
@"Please <a href=""https://www.uopeople.edu/"">Click Here</a> to confirm your request",
DirectionCode = true,
RegardingObjectId = new EntityReference(Incident.EntityLogicalName, _caseId)
};
_emailId = context.OrganizationService.Create(email);
context.Trace($"Created {email.Subject} email with description: {email.Description}.");
SendEmailRequest sendEmailRequest = new SendEmailRequest
{
EmailId = _emailId,
TrackingToken = string.Empty,
IssueSend = true
};
SendEmailResponse sendEmailResponse = (SendEmailResponse)context.OrganizationService.Execute(sendEmailRequest);
return(sendEmailResponse != null);
}
public bool SendEmailToRegistrationScheduledTaskOwners(string currentScheduledTaskOwner, List <IRegistrationModel> registrations, List <IIssueModel> issues)
{
_log.Info($"Creating email message to Scheduled task owner {currentScheduledTaskOwner}...");
// Create the 'From:' activity party for the email
ActivityParty fromParty = new ActivityParty
{
PartyId = new EntityReference(SystemUser.EntityLogicalName, _userId)
};
// Create the 'To:' activity party for the email
ActivityParty toParty = new ActivityParty
{
AddressUsed = currentScheduledTaskOwner
};
_log.Info("Created To and From activity parties.");
string description = BuildDescription(registrations, issues);
// Create an email message entity
Email email = new Email
{
To = new ActivityParty[] { toParty },
From = new ActivityParty[] { fromParty },
Subject = "Registration Update Summary",
Description = description,
DirectionCode = true
};
Guid emailId = _service.Create(email);
if (emailId == Guid.Empty)
{
_log.Error("Email not sent successfully");
return(false);
}
_log.Info($"Created email message with id {emailId} with the following information: " +
$"Subject {email.Subject}, Description {email.Description}");
SendEmailRequest sendEmailRequest = new SendEmailRequest
{
EmailId = emailId,
TrackingToken = string.Empty,
IssueSend = true
};
SendEmailResponse sendEmailResponse = (SendEmailResponse)_service.Execute(sendEmailRequest);
return(sendEmailResponse != null);
}
public void When_executing_a_linq_query_with_equals_between_2_activityparties_result_is_returned()
{
var fakedContext = new XrmFakedContext();
fakedContext.ProxyTypesAssembly = Assembly.GetExecutingAssembly();
var contactId = Guid.NewGuid();
var activityId = Guid.NewGuid();
var partyRecord = new ActivityParty()
{
Id = Guid.NewGuid(),
ActivityId = new EntityReference(Email.EntityLogicalName, activityId),
PartyId = new EntityReference(Contact.EntityLogicalName, contactId)
};
fakedContext.Initialize(new List <Entity>()
{
new Email()
{
Id = activityId, ActivityId = activityId, Subject = "Test email"
},
new ActivityPointer()
{
Id = Guid.NewGuid(), ActivityId = activityId
},
partyRecord,
new ActivityPointer()
{
Id = Guid.NewGuid()
}, //To test also nulls
new ActivityParty()
{
Id = Guid.NewGuid()
} //To test also nulls
});
var service = fakedContext.GetFakedOrganizationService();
using (XrmServiceContext ctx = new XrmServiceContext(service))
{
var activities = (from pointer in ctx.CreateQuery <Email>()
join party in ctx.CreateQuery <ActivityParty>() on pointer.ActivityId.Value equals party.ActivityId.Id
// from party in ctx.CreateQuery<ActivityParty>() //on pointer.ActivityId.Value equals party.ActivityId.Id
where party.PartyId.Id == contactId
select pointer).ToList();
Assert.True(activities.Count == 1);
}
}
public void Execute(IServiceProvider serviceProvider)
{
//get user(CreatedBy), account, phone, creation date(CreatedOn)
//Extract the tracing service for use in debugging sandboxed plug-ins.
ITracingService tracingService = (ITracingService)serviceProvider.GetService(typeof(ITracingService));
// Obtain the execution context from the service provider.
IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);
if (context.PostEntityImages.Contains("Image") && context.PostEntityImages["Image"] is Entity)
{
Entity entity = ((Entity)context.PostEntityImages["Image"]).ToEntity <Account>();
Account postAccount = (Account)entity;
//create phone call activity
try
{
PhoneCall call = new PhoneCall();
call.Subject = "Call after creation an account";
call.ScheduledStart = DateTime.Now.AddDays(1);
call.ScheduledEnd = DateTime.Now.AddDays(1);
if (!string.IsNullOrEmpty(call.PhoneNumber))
{
call.PhoneNumber = postAccount.Telephone1.ToString();
}
ActivityParty from = new ActivityParty();
from.PartyId = new EntityReference("systemuser", context.UserId);
ActivityParty to = new ActivityParty();
to.PartyId = new EntityReference("account", postAccount.Id);
call.To = new ActivityParty[] { to };
call.From = new ActivityParty[] { from };
call.RegardingObjectId = new EntityReference("account", postAccount.Id);
// Obtain the organization service reference.
tracingService.Trace("Creating phone call activity.");
service.Create(call);
}
catch (Exception ex)
{
throw new InvalidPluginExecutionException($"Plugin error: {ex.Message}");
}
}
}
private static void SetActivityParty(Entity entity, string fieldName, ActivityParty party)
{
var partyList = entity.GetAttributeValue <EntityCollection>(fieldName);
if (partyList == null)
{
partyList = new EntityCollection();
entity[fieldName] = partyList;
}
else
{
partyList.Entities.Clear();
}
partyList.Entities.Add(party);
}
public void SendEmail(CodeActivityContext context, Dictionary <Guid, string> pmDetails, IWorkflowContext wfContext, IOrganizationService _service)
{
//From: From User
//To: List of PM
ActivityParty fromParty = new ActivityParty()
{
PartyId = new EntityReference("systemuser", FromUser.Get(context).Id)
};
ActivityParty toParty = new ActivityParty()
{
PartyId = new EntityReference(ToUser.Get(context).LogicalName, ToUser.Get(context).Id)
};
List <ActivityParty> ccActivityPartyList = new List <ActivityParty>();
foreach (var item in pmDetails)
{
ActivityParty ccParty = new ActivityParty
{
PartyId = new EntityReference(ToUser.Get(context).LogicalName, item.Key)
};
ccActivityPartyList.Add(ccParty);
}
Email email = new Email
{
To = new ActivityParty[] { toParty },
From = new ActivityParty[] { fromParty },
Subject = Subject.Get(context),
Description = "Dear User <br /> The timeframe to complete project task has elapsed.",
DirectionCode = true,
Cc = ccActivityPartyList,
RegardingObjectId = new EntityReference("msdyn_project", wfContext.PrimaryEntityId),
};
Guid _emailId = _service.Create(email);
SendEmailRequest sendEmailreq = new SendEmailRequest
{
EmailId = _emailId,
TrackingToken = "",
IssueSend = true
};
SendEmailResponse sendEmailresp = (SendEmailResponse)_service.Execute(sendEmailreq);
}
private bool SendEmail(IExtendedExecutionContext context, Entity account, Incident latestCase)
{
// Get a system user to send the email (From: field)
_userId = context.UserId;
// Create the 'From:' activity party for the email
ActivityParty fromParty = new ActivityParty
{
PartyId = new EntityReference(SystemUser.EntityLogicalName, _userId)
};
// Create the 'To:' activity party for the email
ActivityParty toParty = new ActivityParty
{
PartyId = new EntityReference(PluginXrm.Account.EntityLogicalName, _accountId),
AddressUsed = account.GetAttributeValue <string>(Email)
};
context.Trace("Created To and From activity parties.");
// Create an email message entity
Email email = new Email
{
To = new ActivityParty[] { toParty },
From = new ActivityParty[] { fromParty },
Subject = "Email successfully changed",
Description = $"Hello, {account.GetAttributeValue<string>(AccountName)}.{Environment.NewLine}" +
$"We are writing you to inform you that your primary email was successfully changed " +
$"to {account.GetAttributeValue<string>(Email)}.{Environment.NewLine}" +
$"Thank you for using our services!",
DirectionCode = true,
RegardingObjectId = new EntityReference(Incident.EntityLogicalName, latestCase.Id)
};
_emailId = context.OrganizationService.Create(email);
context.Trace($"Created {email.Subject} email with description: {email.Description}.");
SendEmailRequest sendEmailRequest = new SendEmailRequest
{
EmailId = _emailId,
TrackingToken = string.Empty,
IssueSend = true
};
SendEmailResponse sendEmailResponse = (SendEmailResponse)context.OrganizationService.Execute(sendEmailRequest);
return(sendEmailResponse != null);
}
/// <summary>
/// This called when ActivityParty (which may have more than 1 item in a field) is touched.
/// </summary>
/// <param name="sender"></param>
/// <param name="e"></param>
void ActivityParty_Tapped(object sender, TappedRoutedEventArgs e)
{
// Cast item to ActivityParty
ActivityParty ap = (e.OriginalSource as TextBlock).DataContext as ActivityParty;
// Find EntityMetadata (usually its SystemUser)
EntityMetadataEx entityMetadataEx = CRMHelper.EntityMetadataExCollection.Where(x => x.EntityMetadata.LogicalName == ap.PartyId.LogicalName).FirstOrDefault();
if (entityMetadataEx == null)
{
return;
}
// Pass data by using TemporaryData
CRMHelper.temporaryData = new object[] { ap.PartyId.Id, entityMetadataEx };
Frame.Navigate(typeof(RecordDetailPage));
}
/// <summary>
/// This method creates any entity records that this sample requires.
/// </summary>
public static void CreateRequiredRecords(CrmServiceClient service)
{
// Create a contact to send an email to (To: field)
var emailContact = new Contact
{
FirstName = "Nancy",
LastName = "Anderson",
EMailAddress1 = "*****@*****.**"
};
contactId = service.Create(emailContact);
Console.WriteLine("Created a contact: {0}.", emailContact.FirstName + " " + emailContact.LastName);
// Get a system user to send the email (From: field)
var systemUserRequest = new WhoAmIRequest();
var systemUserResponse = (WhoAmIResponse)service.Execute(systemUserRequest);
userId = systemUserResponse.UserId;
// Create the 'From:' activity party for the email
var fromParty = new ActivityParty
{
PartyId = new EntityReference(SystemUser.EntityLogicalName, userId)
};
// Create the 'To:' activity party for the email
var toParty = new ActivityParty
{
PartyId = new EntityReference(Contact.EntityLogicalName, contactId)
};
Console.WriteLine("Created activity parties.");
// Create an e-mail message.
var email = new Email
{
To = new ActivityParty[] { toParty },
From = new ActivityParty[] { fromParty },
Subject = "SDK Sample e-mail",
Description = "SDK Sample for SendEmail Message.",
DirectionCode = true
};
emailId = service.Create(email);
Console.WriteLine("Create {0}.", email.Subject);
}
public static JObject ActivityPartyToJObject(ActivityParty activityParty, WebApiMetadata webApiMetadata)
{
var jObject = new JObject();
jObject["participationtypemask"] = (int)activityParty.ParticipationTypeMask;
if (activityParty.TargetEntity != null)
{
jObject[$"partyid_{activityParty.TargetEntity.LogicalName}@odata.bind"] = EntityReferenceTostring(activityParty.TargetEntity, webApiMetadata);
}
foreach (KeyValuePair <string, object> attribute in activityParty.Attributes)
{
jObject.Add(attribute.Key, JValue.FromObject(attribute.Value));
}
return(jObject);
}
public Email SendEmail(Guid fromUser)
{
Email email = new Email();
email.TrackingToken = string.Empty;
var fromParty = new ActivityParty
{
PartyId = new EntityReference(SystemUser.EntityLogicalName, fromUser)
};
ActivityParty[] emailTo = null;
ActivityParty toParty = null;
var teamid = GetUsersTeam();
if (teamid == null) throw new ArgumentNullException("teamid is null");
var teamGuids = GetTeamMembers(teamid.Value);
if (teamGuids != null && teamGuids.Count > 0)
{
emailTo = new ActivityParty[teamGuids.Count];
for (int i = 0; i < teamGuids.Count; i++)
{
Guid userGuid = teamGuids[i];
toParty = new ActivityParty
{
PartyId = new EntityReference(SystemUser.EntityLogicalName, userGuid)
};
emailTo[i] = toParty;
}
}
if (emailTo != null)
email.To = emailTo;
email.From = new ActivityParty[] { fromParty };
Guid getTamplateEmail = GetTamplateEmail();
var emailTemplate = GetEmailTemplateDescription(getTamplateEmail, fromUser);
email.Subject = GenerateTemplateTitle(emailTemplate.Item2, _orginalFlightOccurrence);
email.Description = GenerateTemplateBody(emailTemplate.Item1, _orginalFlightOccurrence);
// email.Attributes.Add("RegardingObjectId".ToLower(), _target.ToEntityReference()); //= new Microsoft.Xrm.Client.CrmEntityReference(_target.LogicalName, _target.Id); //_target.ToEntityReference();
email.RegardingObjectId = _target.ToEntityReference();
Guid emailid = _service.Create(email);
email.ActivityId = emailid;
return email;
}
public void Should_Not_Fail_On_Retrieving_Entity_With_Entity_Collection_Attributes()
{
var ctx = new XrmFakedContext();
var service = ctx.GetFakedOrganizationService();
var party = new ActivityParty
{
PartyId = new EntityReference("systemuser", Guid.NewGuid())
};
var email = new Email
{
Id = Guid.NewGuid(),
To = new[] { party }
};
service.Create(email);
Assert.DoesNotThrow(() => service.Retrieve(email.LogicalName, email.Id, new ColumnSet(true)));
}
private string CreateEmail(List <Entity> usersTo, Guid userFromId, Entity contact)
{
ActivityParty fromParty = new ActivityParty
{
PartyId = new EntityReference("systemuser", userFromId)
};
List <ActivityParty> toParty = new List <ActivityParty>();
foreach (var user in usersTo)
{
toParty.Add(new ActivityParty
{
PartyId = new EntityReference(user.LogicalName, user.Id)
});
}
Email email = new Email
{
To = toParty,
From = new ActivityParty[] { fromParty },
Description = string.Format("Contact Full Name: {0} \n Contact link: {1}", contact.GetAttributeValue <string>("fullname"),
crmUrl + "/main.aspx?etn=contact&pagetype=entityrecord&id=%7B" +
contact.Id.ToString().Replace("{", string.Empty).Replace("}", string.Empty) + "%7D"),
DirectionCode = true,
};
var emailId = _service.Create(email);
CoppyContactAttachmentsToEmail(contact.Id, emailId);
SendEmailRequest sendEmailreq = new SendEmailRequest
{
EmailId = emailId,
TrackingToken = "",
IssueSend = true
};
SendEmailResponse sendEmailresp = (SendEmailResponse)_service.Execute(sendEmailreq);
return(sendEmailresp.Subject);
}
protected override void Execute(CodeActivityContext context)
{
//throw new NotImplementedException();
ITracingService tracingService = context.GetExtension <ITracingService>();
IWorkflowContext workflowContext = context.GetExtension <IWorkflowContext>();
IOrganizationServiceFactory serviceFactory = context.GetExtension <IOrganizationServiceFactory>();
IOrganizationService service = serviceFactory.CreateOrganizationService(workflowContext.UserId);
CrmServiceContext xrm = new CrmServiceContext(service);
try
{
ActivityParty from = new ActivityParty();
from.PartyId = new EntityReference("systemuser", workflowContext.UserId);
//SystemUser to = xrm.SystemUserSet.Where(p => p.Id == UserInput.Get(context).Id).FirstOrDefault();
ActivityParty to = new ActivityParty();
to.PartyId = new EntityReference("systemuser", UserInput.Get(context).Id);
Email email = new Email
{
From = new ActivityParty[] { from },
To = new ActivityParty[] { to },
Subject = "Test Workflow",
Description = TextInput.Get(context),
DirectionCode = true,
ScheduledEnd = DateTime.Now.AddDays(1)
};
Guid emailId = service.Create(email);
SendEmailRequest sendEmail = new SendEmailRequest();
sendEmail.EmailId = emailId;
sendEmail.TrackingToken = string.Empty;
sendEmail.IssueSend = true;
service.Execute(sendEmail);
IsSuccess.Set(context, true);
}
catch (Exception ex)
{
//throw new InvalidPluginExecutionException($"An error occured in worlflow: {ex.Message}");
IsSuccess.Set(context, false);
}
}
private async System.Threading.Tasks.Task create_email_atvity()
{
Email email = new Email();
email.ToRecipients = "*****@*****.**";
//email.To=
//email.From=
email.Subject = (string)con["name"];
email.Description = "nazi nigger created this task";
emailid_ = (Guid)service.Create(email);
ActivityParty activityparty = new ActivityParty();
SystemUser systemuser = new SystemUser();
EntityReference from = new EntityReference("systemuser", context.UserId);
activityparty.PartyId = from;
email.From = (System.Collections.Generic.IEnumerable <crm_ddl_namespace.ActivityParty>)activityparty;
emailid_ = (Guid)service.Create(email);
}
/// <summary>
/// Main entry point for he business logic that the plug-in is to execute.
/// </summary>
/// <param name="localContext">The <see cref="LocalPluginContext"/> which contains the
/// <see cref="IPluginExecutionContext"/>,
/// <see cref="IOrganizationService"/>
/// and <see cref="ITracingService"/>
/// </param>
protected override void ExecuteCrmPlugin(LocalPluginContext localContext)
{
IPluginExecutionContext context = localContext.PluginExecutionContext;
IOrganizationService service = localContext.OrganizationService;
Entity preEntity = (Entity)context.PreEntityImages["contactPreImage"];
Contact precontact = preEntity.ToEntity <Contact>();
Entity postEntity = (Entity)context.PostEntityImages["contactPostImage"];
Contact postContact = postEntity.ToEntity <Contact>();
if (precontact.di_IntialInvesmentFinal != postContact.di_IntialInvesmentFinal || precontact.di_interest_rate != postContact.di_interest_rate || precontact.di_InvestmentPeriod != postContact.di_InvestmentPeriod)
{
Entity entity = GetGlobalTemplate("Changes", service);
Email email = new Email();
ActivityParty activityParty = new ActivityParty();
email.LogicalName = "email";
email.Subject = GetDataFromXml("match", entity.Attributes["subject"].ToString());
email.Subject = email.Subject.ToString().Replace("[subject]", "Changes Noticed on your account");
email.Description = GetDataFromXml("match", entity.Attributes["body"].ToString());
string urlToReplace =
"<html><body><table border=1>" +
"<tr><th>Field</th><th>Before</th><th>After</th>" +
"</tr><tr><td>Initial Investment</td><td>" + Math.Round(precontact.di_IntialInvesmentFinal.GetValueOrDefault(0), 2) + "</td><td>" + Math.Round(postContact.di_IntialInvesmentFinal.GetValueOrDefault(0), 2) +
"</td></tr><tr><td>Interest Rate</td><td>" + Math.Round(precontact.di_interest_rate.GetValueOrDefault(0), 2) + "</td><td>" + Math.Round(postContact.di_interest_rate.GetValueOrDefault(0), 2) +
"</td></tr><tr><td>Investment Period</td><td>" + precontact.di_InvestmentPeriod + "</td><td>" + postContact.di_InvestmentPeriod + "</td></tr>" +
"</table></body></html>";
email.Description = email.Description.ToString().Replace("[fullname]", postContact.FullName);
email.Description = email.Description.ToString().Replace("[table]", urlToReplace);
email.From = CreateActivityPartyList(postContact.OwnerId);
email.To = CreateActivityPartyList(new EntityReference(Contact.EntityLogicalName, postContact.ContactId.Value));
email.RegardingObjectId = (new EntityReference(Contact.EntityLogicalName, postContact.ContactId.Value));
Guid emailCreated = service.Create(email);
SendEmailRequest req = new SendEmailRequest();
req.EmailId = emailCreated;
req.TrackingToken = string.Empty;
req.IssueSend = true;
SendEmailResponse res = (SendEmailResponse)service.Execute(req);
}
}
public void LocalCrmTests_Crud_ActivityPartyAutoCreation()
{
var service = GetService();
var contact = new Contact();
contact.Id = service.Create(contact);
var account = new Account();
account.Id = service.Create(account);
var party = new ActivityParty
{
PartyId = account.ToEntityReference()
};
var parties = new EntityCollection {
EntityName = account.LogicalName
};
parties.Entities.Add(party);
var phoneCall = new PhoneCall
{
[PhoneCall.Fields.To] = parties,
RegardingObjectId = contact.ToEntityReference()
};
service.Create(phoneCall);
var qe = QueryExpressionFactory.Create <PhoneCall>();
var apLink = qe.AddLink <ActivityParty>(PhoneCall.Fields.ActivityId);
apLink.Columns.AddColumn(ActivityParty.Fields.ParticipationTypeMask);
//apLink.AddLink(account.LogicalName, ActivityParty.Fields.PartyId, Account.Fields.Id);
var values = service.GetEntities(qe)
.Select(p => p.GetAliasedEntity <ActivityParty>().ParticipationTypeMaskEnum)
.ToList();
Assert.AreEqual(1, values.Count(m => m == ActivityParty_ParticipationTypeMask.ToRecipient), "The to activity party should have been created.");
Assert.AreEqual(1, values.Count(m => m == ActivityParty_ParticipationTypeMask.Regarding), "The regarding activity party should have been created.");
}
/// <summary>
/// This method first connects to the Organization service. Afterwards,
/// activity party records are created and associated with an activity.
/// </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
{
//<snippetWorkingWithActivityParties1>
// 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();
OrganizationServiceContext orgContext =
new OrganizationServiceContext(_serviceProxy);
// Retrieve the Contact records that we created previously.
List<Contact> contacts = (from c in orgContext.CreateQuery<Contact>()
where c.Address1_City == "Sammamish"
select new Contact
{
ContactId = c.ContactId,
FirstName = c.FirstName,
LastName = c.LastName
}).ToList<Contact>();
Console.Write("Contacts retrieved, ");
// Create an Activity Party record for each Contact.
var activityParty1 = new ActivityParty
{
PartyId = new EntityReference(Contact.EntityLogicalName,
contacts[0].ContactId.Value),
};
var activityParty2 = new ActivityParty
{
PartyId = new EntityReference(Contact.EntityLogicalName,
contacts[1].ContactId.Value),
};
var activityParty3 = new ActivityParty
{
PartyId = new EntityReference(Contact.EntityLogicalName,
contacts[2].ContactId.Value),
};
Console.Write("ActivityParty instances created, ");
// Create Letter Activity and set From and To fields to the
// respective Activity Party entities.
var letter = new Letter
{
RegardingObjectId = new EntityReference(Contact.EntityLogicalName,
contacts[2].ContactId.Value),
Subject = "Sample Letter Activity",
ScheduledEnd = DateTime.Now + TimeSpan.FromDays(5),
Description = @"Greetings, Mr. Andreshak,
This is a sample letter activity as part of the Microsoft Dynamics CRM SDK.
Sincerely,
Mary Kay Andersen
cc: Denise Smith",
From = new ActivityParty[] { activityParty1 },
To = new ActivityParty[] { activityParty3, activityParty2 }
};
orgContext.AddObject(letter);
orgContext.SaveChanges();
Console.WriteLine("and Letter Activity created.");
DeleteRequiredRecords(promptforDelete);
}
//</snippetWorkingWithActivityParties1>
}
// 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 static void sendEmailFromTemplate(IOrganizationService organizationService, Contact contact, IPluginExecutionContext pluginExecutionContext, ITracingService tracingService,
Money prevInvestment, Money newInvestment, double prevInterestRate, double newInterestRate, int?prevInvestmentPeriod,
int?newInvestmentPeriod)
{
try
{
Guid templateId;
ActivityParty fromParty = new ActivityParty
{
PartyId = new EntityReference(SystemUser.EntityLogicalName, pluginExecutionContext.UserId)
};
// Create the 'To:' activity party for the email
ActivityParty toParty = new ActivityParty
{
PartyId = contact.ToEntityReference()
};
string clientName = "";
if (contact.abc_IndividualClientName != null)
{
clientName = contact.abc_IndividualClientName;
}
if (contact.abc_CorporateClientName != null)
{
clientName = contact.abc_CorporateClientName;
}
Email email = new Email
{
To = new ActivityParty[] { toParty },
From = new ActivityParty[] { fromParty },
Subject = "Investment Update Notification",
Description = HtlStringBody(clientName, (decimal)prevInvestment.Value, (int)prevInvestmentPeriod, prevInterestRate,
(decimal)newInvestment.Value, (int)newInvestmentPeriod, newInterestRate),
DirectionCode = true,
};
email.Id = organizationService.Create(email);
var queryBuildInTemplates = new QueryExpression
{
EntityName = Template.EntityLogicalName,
ColumnSet = new ColumnSet(Template.Fields.TemplateId, Template.Fields.TemplateTypeCode),
Criteria = new FilterExpression()
};
queryBuildInTemplates.Criteria.AddCondition(Template.Fields.TemplateTypeCode,
ConditionOperator.Equal, Contact.EntityLogicalName);
EntityCollection templateEntityCollection = organizationService.RetrieveMultiple(queryBuildInTemplates);
for (int i = 0; i < templateEntityCollection.TotalRecordCount; i++)
{
if (templateEntityCollection.Entities[1].Attributes[Template.Fields.Title].ToString().Trim() == "notificationemailtemplate")
{
templateId = (Guid)templateEntityCollection.Entities[0].Attributes[Template.Fields.TemplateId];
var emailUsingTemplateReq = new SendEmailFromTemplateRequest
{
Target = email,
TemplateId = templateId,
RegardingId = (Guid)contact.Id,
RegardingType = Contact.EntityLogicalName
};
//var emailUsingTemplateResp = (SendEmailFromTemplateResponse)organizationService.Execute(emailUsingTemplateReq);
// email.Id = emailUsingTemplateResp.Id;
if (!email.Id.Equals(Guid.Empty))
{
}
}
else
{
throw new ArgumentException("Standard Email Templates are missing");
}
}
}
catch (Exception)
{
throw;
}
}
/// <summary>
/// Create and configure the organization service proxy.
/// Initiate the method to create any data that this sample requires.
/// Book an appointment.
/// 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();
//<snippetBookAppointment1>
// Get the current user information
WhoAmIRequest userRequest = new WhoAmIRequest();
WhoAmIResponse userResponse = (WhoAmIResponse)_serviceProxy.Execute(userRequest);
// Create the ActivityParty instance.
ActivityParty party = new ActivityParty
{
PartyId = new EntityReference(SystemUser.EntityLogicalName, userResponse.UserId)
};
// Create the appointment instance.
Appointment appointment = new Appointment
{
Subject = "Test Appointment",
Description = "Test Appointment created using the BookRequest Message.",
ScheduledStart = DateTime.Now.AddHours(1),
ScheduledEnd = DateTime.Now.AddHours(2),
Location = "Office",
RequiredAttendees = new ActivityParty[] { party },
Organizer = new ActivityParty[] { party }
};
// Use the Book request message.
BookRequest book = new BookRequest
{
Target = appointment
};
BookResponse booked = (BookResponse)_serviceProxy.Execute(book);
_appointmentId = booked.ValidationResult.ActivityId;
// Verify that the appointment has been scheduled.
if (_appointmentId != Guid.Empty)
{
Console.WriteLine("Succesfully booked {0}.", appointment.Subject) ;
}
//</snippetBookAppointment1>
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>
/// Creates any entity records that this sample requires.
/// </summary>
public void CreateRequiredRecords()
{
#region Create or Retrieve the necessary system users
// Retrieve the ldapPath
String ldapPath = String.Empty;
// Retrieve the sales team - 1 sales manager and 2 sales representatives.
_salesManagerId =
SystemUserProvider.RetrieveSalesManager(_serviceProxy, ref ldapPath);
_salesRepresentativeIds =
SystemUserProvider.RetrieveSalespersons(_serviceProxy, ref ldapPath);
#endregion
#region Create PhoneCall record and supporting account
Account account = new Account
{
Name = "Margie's Travel",
Address1_PostalCode = "99999"
};
_accountId = (_serviceProxy.Create(account));
account.Id = _accountId;
// Create Guids for PhoneCalls
_phoneCallId = Guid.NewGuid();
_phoneCall2Id = Guid.NewGuid();
// Create ActivityPartys for the phone calls' "From" field.
ActivityParty activityParty = new ActivityParty()
{
PartyId = account.ToEntityReference(),
ActivityId = new EntityReference
{
Id = _phoneCallId,
LogicalName = PhoneCall.EntityLogicalName,
},
ParticipationTypeMask = new OptionSetValue(9),
};
ActivityParty activityPartyClosed = new ActivityParty()
{
PartyId = account.ToEntityReference(),
ActivityId = new EntityReference
{
Id = _phoneCall2Id,
LogicalName = PhoneCall.EntityLogicalName,
},
ParticipationTypeMask = new OptionSetValue(9)
};
// Create an open phone call.
PhoneCall phoneCall = new PhoneCall()
{
Id = _phoneCallId,
Subject = "Sample Phone Call",
DirectionCode = false,
To = new ActivityParty[] { activityParty },
OwnerId = new EntityReference("systemuser", _salesRepresentativeIds[0]),
ActualEnd = DateTime.Now
};
_serviceProxy.Create(phoneCall);
// Close the first phone call.
SetStateRequest closePhoneCall = new SetStateRequest()
{
EntityMoniker = phoneCall.ToEntityReference(),
State = new OptionSetValue(1),
Status = new OptionSetValue(4)
};
_serviceProxy.Execute(closePhoneCall);
// Create a second phone call.
phoneCall = new PhoneCall()
{
Id = _phoneCall2Id,
Subject = "Sample Phone Call 2",
DirectionCode = true,
To = new ActivityParty[] { activityParty },
OwnerId = new EntityReference("systemuser", _salesRepresentativeIds[1]),
ActualEnd = DateTime.Now
};
_serviceProxy.Create(phoneCall);
// Close the second phone call.
closePhoneCall = new SetStateRequest()
{
EntityMoniker = phoneCall.ToEntityReference(),
State = new OptionSetValue(1),
Status = new OptionSetValue(4)
};
_serviceProxy.Execute(closePhoneCall);
#endregion
}
[STAThread] // Added to support UX
static void Main(string[] args)
{
CrmServiceClient service = null;
try
{
service = SampleHelpers.Connect("Connect");
if (service.IsReady)
{
#region Sample Code
#region Set up
SetUpSample(service);
#endregion Set up
#region Demonstrate
// Get the current user information
var userRequest = new WhoAmIRequest();
var userResponse = (WhoAmIResponse)service.Execute(userRequest);
// Create the ActivityParty instance.
var party = new ActivityParty
{
PartyId = new EntityReference(SystemUser.EntityLogicalName, userResponse.UserId)
};
// Create the appointment instance.
var appointment = new Appointment
{
Subject = "Test Appointment",
Description = "Test Appointment created using the BookRequest Message.",
ScheduledStart = DateTime.Now.AddHours(1),
ScheduledEnd = DateTime.Now.AddHours(2),
Location = "Office",
RequiredAttendees = new ActivityParty[] { party },
Organizer = new ActivityParty[] { party }
};
// Use the Book request message.
var book = new BookRequest
{
Target = appointment
};
var booked = (BookResponse)service.Execute(book);
_appointmentId = booked.ValidationResult.ActivityId;
// Verify that the appointment has been scheduled.
if (_appointmentId != Guid.Empty)
{
Console.WriteLine("Succesfully booked {0}.", appointment.Subject);
}
#region Clean up
CleanUpSample(service);
#endregion Clean up
}
#endregion Demonstrate
#endregion Sample Code
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();
}
}
private void SendEmail(List <ProxyToSendEmail> listInvoice, IOrganizationService service, byte whatDay)
{
var Agreements = getAgreements();
foreach (var item in Agreements)
{
Email mail = new Email();
mail.Subject = "Просьба согласовать КИЗ";
string link = string.Empty;
var current = from p in listInvoice
where Equals(p.agreementLaw, item) ||
Equals(p.agreementLog, item) ||
Equals(p.agreementFin, item)
select p;
if (current.Count() == 0)
{
continue;
}
foreach (var colection in current)
{
link += string.Format("<p class='MsoNormal'><i><u><span lang='RU' style='color:rgb(0,112,192)'>" +
/*"<a href=https://ukraine.crm.softlinegroup.com/main.aspx?etc=invoice&extraqs=%3f_gridType%3d4212%26etc%3d4212%26id%3d%257b{0}" +
* "%257d%26preloadcache%3d1406639059288%26rskey%3d307497509&histKey=417657088&newWindow=true&pagetype=entityrecord>{1}</a></span></u></i></p>",*/
"<a href=https://ukraine.crm.softlinegroup.com/main.aspx?etn=invoice&pagetype=entityrecord&id=%7b{0}%7d>{1}</a></span></u></i></p>",
colection.recordId.ToString(), colection.Name.ToString());
}
switch (whatDay)
{
case 0:
mail.Description = string.Format(@"<div id=':3ua' class='Am Al editable LW-avf' hidefocus='true' aria-label='Текст'
g_editable='true' role='textbox' contenteditable='true' tabindex='1' itacorner='6,7:1,1,0,0' style='direction: ltr; min-height: 236px;'>
<p class='MsoNormal'><span lang='RU'>Уважаемый коллега, срок согласования КИЗ по счету(ам) истекает завтра. Просьба согласовать КИЗ.</span><o:p></o:p></p>
<p class='MsoNormal'><i><u><span lang='RU' style='color: rgb(0, 112, 192);'>{0}</span></u></i></p>
<br></div>", link.ToString());
break;
case 1:
mail.Description = string.Format(@"<div id=':3ua' class='Am Al editable LW-avf' hidefocus='true' aria-label='Текст'
g_editable='true' role='textbox' contenteditable='true' tabindex='1' itacorner='6,7:1,1,0,0' style='direction: ltr; min-height: 236px;'>
<p class='MsoNormal'><span lang='RU'>Уважаемый коллега, срок согласования КИЗ по счету(ам) истек. Просьба согласовать КИЗ.</span><o:p></o:p></p>
<p class='MsoNormal'><i><u><span lang='RU' style='color: rgb(0, 112, 192);'>{0}</span></u></i></p>
<br></div>", link.ToString());
break;
}
mail.DirectionCode = true;
SystemUser user = (SystemUser)service.Retrieve(SystemUser.EntityLogicalName, item.Id, new ColumnSet("fullname", "internalemailaddress"));
if (user.InternalEMailAddress == null)
{
continue;
}
var activityParty2 = new ActivityParty
{
PartyId = new EntityReference(SystemUser.EntityLogicalName,
new Guid("C49FE2C3-FB35-E511-80D7-005056820ECA")),
};
mail.From = new[] { activityParty2 };
var activityParty1 = new ActivityParty
{
AddressUsed = user.InternalEMailAddress
};
mail.To = new[] { activityParty1 };
Guid createdEmailId = service.Create(mail);
var sendEmailreq = new SendEmailRequest
{
EmailId = createdEmailId,
TrackingToken = "",
IssueSend = true
};
try
{
service.Execute(sendEmailreq);
}
catch (Exception)
{
}
}
}
/// <summary>
/// This method creates any entity records that this sample requires.
/// </summary>
public void CreateRequiredRecords()
{
// Get the current user.
WhoAmIRequest userRequest = new WhoAmIRequest();
WhoAmIResponse userResponse = (WhoAmIResponse)_serviceProxy.Execute(userRequest);
_userId = userResponse.UserId;
// Create the activity party for sending and receiving the fax.
ActivityParty party = new ActivityParty
{
PartyId = new EntityReference(SystemUser.EntityLogicalName, _userId)
};
// Create the fax object.
Fax fax = new Fax
{
Subject = "Sample Fax",
From = new ActivityParty[] { party },
To = new ActivityParty[] { party }
};
_faxId = _serviceProxy.Create(fax);
Console.WriteLine("Created a fax: '{0}'.", fax.Subject);
}
/// <summary>
/// This method first connects to the Organization service. Afterwards,
/// a phone call is created to a contact regarding a lead.
/// </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
{
//<snippetWorkingWithRelatedAttributesforNto1Relationships1>
// 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();
_service = (IOrganizationService)_serviceProxy;
// Create a lead.
Lead lead = new Lead()
{
CompanyName = "Litware, Inc."
};
_leadId = _service.Create(lead);
Console.Write("Lead created, ");
// Create a contact.
Contact contact = new Contact()
{
FirstName = "Dan",
LastName = "Park",
Address1_Line1 = "23 Market St.",
Address1_City = "Sammamish",
Address1_StateOrProvince = "MT",
Address1_PostalCode = "99999",
Telephone1 = "12345678",
EMailAddress1 = "*****@*****.**"
};
_contactId = _service.Create(contact);
contact.ContactId = _contactId;
Console.Write("contact created, ");
// Create a blank phone call.
PhoneCall phoneCall = new PhoneCall();
_phoneCallId = _service.Create(phoneCall);
Console.Write("phone call created, ");
// Create an ActivityParty for the phone call's "to" field.
ActivityParty activityParty = new ActivityParty()
{
PartyId = new EntityReference
{
Id = _contactId,
LogicalName = Contact.EntityLogicalName,
},
ActivityId = new EntityReference
{
Id = _phoneCallId,
LogicalName = PhoneCall.EntityLogicalName,
},
ParticipationTypeMask = new OptionSetValue(9)
};
// Create a phone call and add the properties we are updating.
PhoneCall updatePhoneCall = new PhoneCall()
{
Id = _phoneCallId,
Subject = "Test Phone Call",
RegardingObjectId = new EntityReference
{
Id = _leadId,
LogicalName = Lead.EntityLogicalName
},
To = new ActivityParty[] { activityParty }
};
// Update the phone call.
UpdateRequest updateRequest = new UpdateRequest()
{
Target = updatePhoneCall
};
_service.Execute(updateRequest);
Console.Write("phone call updated.\n");
DeleteRequiredRecords(promptforDelete);
}
//</snippetWorkingWithRelatedAttributesforNto1Relationships1>
}
// 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 plug-in.
/// </summary>
/// <param name="localContext">The <see cref="LocalPluginContext"/> which contains the
/// <see cref="IPluginExecutionContext"/>,
/// <see cref="IOrganizationService"/>
/// and <see cref="ITracingService"/>
/// </param>
/// <remarks>
/// For improved performance, Microsoft Dynamics CRM caches plug-in instances.
/// The plug-in's Execute method should be written to be stateless as the constructor
/// is not called for every invocation of the plug-in. Also, multiple system threads
/// could execute the plug-in at the same time. All per invocation state information
/// is stored in the context. This means that you should not use global variables in plug-ins.
/// </remarks>
protected void ExecutePostPostedFormUpdate(LocalPluginContext localContext)
{
if (localContext == null)
{
throw new ArgumentNullException("localContext");
}
// TODO: Implement your custom Plug-in business logic.
IPluginExecutionContext context = localContext.PluginExecutionContext;
IOrganizationService service = localContext.OrganizationService;
if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity)
{
if (context.PostEntityImages.Contains("PF2") && context.PostEntityImages["PF2"] is Entity)
{
Entity entityImage = (Entity)context.PostEntityImages["PF2"];
Entity entityTarget = (Entity)context.InputParameters["Target"];
//Entity entity2 = service.Retrieve(context.PrimaryEntityName, context.PrimaryEntityId, new ColumnSet(true));
if (entityImage.LogicalName == "cdi_postedform")
{
try
{
if (entityImage.Attributes.Contains("cdi_campaignid") && entityImage.Attributes.Contains("cdi_leadid") && entityImage.Attributes.Contains("cdi_formcaptureid"))
{
EntityReference entityCampaign = (EntityReference)entityImage.Attributes["cdi_campaignid"];
EntityReference entityLead = (EntityReference)entityImage.Attributes["cdi_leadid"];
EntityReference entityFormCapture = (EntityReference)entityImage.Attributes["cdi_formcaptureid"];
var campaignName = entityCampaign.Name;
QueryExpression queryPostedField = new QueryExpression {
EntityName = "cdi_postedfield"
};
queryPostedField.Criteria.AddCondition("cdi_postedformid", ConditionOperator.Equal, entityImage.Id);
queryPostedField.ColumnSet = new ColumnSet("cdi_value", "cdi_fieldid", "cdi_label");
EntityCollection returnPostedField = service.RetrieveMultiple(queryPostedField);
if (entityCampaign.Name == "ITSD FC Inquiry" || entityCampaign.Name == "New Quest Website Inquiry")
{
var Link = String.Format("{0}/{1}/userdefined/edit.aspx?etc=4&id={2}", "https://qcrm.questinc.com:443", "", entityLead.Id);
string firstName = " ";
string lastName = " ";
string emailAddress = " ";
string country = " ";
string company = " ";
string model = " ";
string type = " ";
string phone = " ";
string pageTitle = " ";
string formUrl = " ";
System.DateTime dateTime = new DateTime();
foreach (var element in returnPostedField.Entities)
{
switch (element.Attributes["cdi_fieldid"].ToString())
{
case "first_name": firstName = (string)element.Attributes["cdi_value"];
break;
case "last_name": lastName = (string)element.Attributes["cdi_value"];
break;
case "email_address": emailAddress = (string)element.Attributes["cdi_value"];
break;
case "country": country = (string)element.Attributes["cdi_value"];
break;
case "company": company = (string)element.Attributes["cdi_value"];
break;
case "specifics": model = (string)element.Attributes["cdi_value"];
break;
case "hardware": type = (string)element.Attributes["cdi_value"];
break;
case "phone": phone = (string)element.Attributes["cdi_value"];
break;
case "new_pagetitle": pageTitle = (string)element.Attributes["cdi_value"];
break;
case "new_formurl": formUrl = (string)element.Attributes["cdi_value"];
break;
}
}
// DateTime dateTime = (entityImage.Attributes.Contains("createdon")) ? (DateTime)entityImage.Attributes["createdon"] : new System.DateTime();
//string url = (string)entityImage.Attributes["new_formurl"];
EntityCollection returnToUser = new EntityCollection();
Guid FromUserId;
QueryExpression queryFromUser = new QueryExpression {
EntityName = "systemuser"
};
queryFromUser.Criteria.AddCondition("internalemailaddress", ConditionOperator.Equal, "*****@*****.**");
queryFromUser.ColumnSet = new ColumnSet("systemuserid");
EntityCollection returnFromUser = service.RetrieveMultiple(queryFromUser);
if (entityCampaign.Name == "ITSD FC Inquiry")
{
QueryExpression queryToUser = new QueryExpression {
EntityName = "systemuser"
};
queryToUser.Criteria = new FilterExpression();
FilterExpression childFilter = queryToUser.Criteria.AddFilter(LogicalOperator.Or);
//childFilter.AddCondition("internalemailaddress", ConditionOperator.Equal, "*****@*****.**");
//childFilter.AddCondition("internalemailaddress", ConditionOperator.Equal, "*****@*****.**");
childFilter.AddCondition("internalemailaddress", ConditionOperator.Equal, "*****@*****.**");
//childFilter.AddCondition("internalemailaddress", ConditionOperator.Equal, "*****@*****.**");
//childFilter.AddCondition("internalemailaddress", ConditionOperator.Equal, "*****@*****.**");
queryToUser.ColumnSet.AddColumn("systemuserid");
returnToUser = service.RetrieveMultiple(queryToUser);
#region change campain adwords
if (formUrl.Contains("AdWords"))
{
var Start = formUrl.IndexOf("AdWords", 0) + "AdWords".Length;
var strSource = formUrl.Substring(Start, formUrl.Length - Start);
QueryExpression queryCampaign = new QueryExpression {
EntityName = "campaign"
};
queryCampaign.Criteria.AddCondition("codename", ConditionOperator.Equal, strSource);
queryCampaign.ColumnSet = new ColumnSet("codename", "campaignid", "name");
EntityCollection returnCampaign = service.RetrieveMultiple(queryCampaign);
Guid key = (Guid)returnCampaign.Entities[0].Attributes["campaignid"];
campaignName = (string)returnCampaign.Entities[0].Attributes["name"];
entityTarget.Attributes["cdi_campaignid"] = new EntityReference("campaign", key);
// service.Update(entityTarget);
QueryExpression queryLead = new QueryExpression {
EntityName = "lead"
};
queryLead.Criteria.AddCondition("leadid", ConditionOperator.Equal, entityLead.Id);
queryLead.ColumnSet = new ColumnSet("createdon", "subject");
EntityCollection returnLead = service.RetrieveMultiple(queryLead);
dateTime = (DateTime)returnLead.Entities[0].Attributes["createdon"];
returnLead.Entities[0].Attributes["subject"] = returnCampaign.Entities[0].Attributes["name"].ToString() + " " + model + " - " + type;
// service.Update(returnLead.Entities[0]);
}
#endregion
}
if (entityCampaign.Name == "New Quest Website Inquiry")
{
QueryExpression queryToUser = new QueryExpression {
EntityName = "systemuser"
};
queryToUser.Criteria = new FilterExpression();
FilterExpression childFilter = queryToUser.Criteria.AddFilter(LogicalOperator.Or);
//childFilter.AddCondition("internalemailaddress", ConditionOperator.Equal, "*****@*****.**");
//childFilter.AddCondition("internalemailaddress", ConditionOperator.Equal, "*****@*****.**");
childFilter.AddCondition("internalemailaddress", ConditionOperator.Equal, "*****@*****.**");
//childFilter.AddCondition("internalemailaddress", ConditionOperator.Equal, "*****@*****.**");
//childFilter.AddCondition("internalemailaddress", ConditionOperator.Equal, "*****@*****.**");
queryToUser.ColumnSet.AddColumn("systemuserid");
returnToUser = service.RetrieveMultiple(queryToUser);
}
#region send email
FromUserId = (Guid)returnFromUser.Entities[0].Attributes["systemuserid"];
// Create the 'From:' activity party for the email
ActivityParty fromParty = new ActivityParty
{
PartyId = new EntityReference(SystemUser.EntityLogicalName, FromUserId)
};
var ToUserId = (Guid)returnToUser.Entities[0].Attributes["systemuserid"];
// Create the 'To:' activity party for the email
ActivityParty toParty = new ActivityParty
{
PartyId = new EntityReference(SystemUser.EntityLogicalName, ToUserId)
};
//var CcUserId1 = (Guid)returnToUser.Entities[1].Attributes["systemuserid"];
//// Create the 'Cc1:' activity party for the email
//ActivityParty ccParty1 = new ActivityParty
//{
// PartyId = new EntityReference(SystemUser.EntityLogicalName, CcUserId1)
//};
//var CcUserId2 = (Guid)returnToUser.Entities[2].Attributes["systemuserid"];
//// Create the 'cc2:' activity party for the email
//ActivityParty ccParty2 = new ActivityParty
//{
// PartyId = new EntityReference(SystemUser.EntityLogicalName, CcUserId2)
//};
//var CcUserId3 = (Guid)returnToUser.Entities[3].Attributes["systemuserid"];
//// Create the 'Cc3:' activity party for the email
//ActivityParty ccParty3 = new ActivityParty
//{
// PartyId = new EntityReference(SystemUser.EntityLogicalName, CcUserId3)
//};
//var CcUserId4 = (Guid)returnToUser.Entities[4].Attributes["systemuserid"];
//// Create the 'Cc4:' activity party for the email
//ActivityParty ccParty4 = new ActivityParty
//{
// PartyId = new EntityReference(SystemUser.EntityLogicalName, CcUserId4)
//};
// Create an e-mail message.
Email email = new Email
{
From = new ActivityParty[] { fromParty },
To = new ActivityParty[] { toParty },
// Cc = new ActivityParty[] { ccParty1, ccParty2, ccParty3, ccParty4 },
Subject = "Test New Lead Alert and New Request QUEST " + company + "�- Form Campaign: " + campaignName,
DirectionCode = true,
Description = "Lead Hyperlink to CRM:</br> <a>" + Link + "</a> </br> </br> Form Campaign: " + campaignName + "</br> </br> Company: " + company + "</br> Lead Name: " + firstName + " " + lastName + "</br>Email: " + emailAddress + "</br>Phone: " + phone + "</br>Country: " + country + "</br></br>Quest Web Page Where Form Was Submitted: </br>" + formUrl + "</br></br>Page Title: " + pageTitle + "</br>Lead's Web Comments and Requests: </br>" + model + "</br>" + dateTime + "</br>OPTION 1 - NEW LEAD"
};
Guid _emailId = service.Create(email);
SendEmailRequest sendEmailreq = new SendEmailRequest();
Microsoft.Crm.Sdk.Messages.SendEmailRequest req = new Microsoft.Crm.Sdk.Messages.SendEmailRequest();
req.EmailId = _emailId;
req.TrackingToken = "";
req.IssueSend = true;
// Finally Send the email message.
SendEmailResponse res = (SendEmailResponse)service.Execute(req);
// service.Delete(Email.EntityLogicalName, _emailId);
#endregion
}
}
}
catch (FaultException ex)
{
throw new InvalidPluginExecutionException("this is a test", ex);
}
}
}
}
}
/// <summary>
/// Send an e-mail using a template.
/// <param name="serverConfig">Contains server connection information.</param>
/// <param name="promptforDelete">When True, the user will be prompted to delete all
/// created entities.</param>
/// </summary>
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();
//<snippetSendEmailUsingTemplate1>
// Create the 'From:' activity party for the email
ActivityParty fromParty = new ActivityParty
{
PartyId = new EntityReference(SystemUser.EntityLogicalName, _userId)
};
// Create the 'To:' activity party for the email
ActivityParty toParty = new ActivityParty
{
PartyId = new EntityReference(Contact.EntityLogicalName, _contactId)
};
Console.WriteLine("Created activity parties.");
// Create an e-mail message.
Email email = new Email
{
To = new ActivityParty[] { toParty },
From = new ActivityParty[] { fromParty },
Subject = "SDK Sample e-mail",
Description = "SDK Sample for SendEmailFromTemplate Message.",
DirectionCode = true
};
//Create a query expression to get one of Email Template of type "contact"
QueryExpression queryBuildInTemplates = new QueryExpression{
EntityName = "template",
ColumnSet = new ColumnSet("templateid", "templatetypecode"),
Criteria = new FilterExpression()
};
queryBuildInTemplates.Criteria.AddCondition("templatetypecode",
ConditionOperator.Equal, "contact");
EntityCollection templateEntityCollection = _serviceProxy.RetrieveMultiple(queryBuildInTemplates);
if (templateEntityCollection.Entities.Count > 0)
{
_templateId = (Guid)templateEntityCollection.Entities[0].Attributes["templateid"];
}
else
{
throw new ArgumentException("Standard Email Templates are missing");
}
// Create the request
SendEmailFromTemplateRequest emailUsingTemplateReq = new SendEmailFromTemplateRequest
{
Target = email,
// Use a built-in Email Template of type "contact".
TemplateId = _templateId,
// The regarding Id is required, and must be of the same type as the Email Template.
RegardingId = _contactId,
RegardingType = Contact.EntityLogicalName
};
SendEmailFromTemplateResponse emailUsingTemplateResp = (SendEmailFromTemplateResponse)_serviceProxy.Execute(emailUsingTemplateReq);
// Verify that the e-mail has been created
_emailId = emailUsingTemplateResp.Id;
if (!_emailId.Equals(Guid.Empty))
{
Console.WriteLine("Successfully sent an e-mail message using the template.");
}
//</snippetSendEmailUsingTemplate1>
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 SendEmail(List<EmailProxy> listData)
{
using (var orgContext = new OrganizationServiceContext(service))
{
try
{
foreach (var item in listData)
{
Email unloadEmail = new Email();
var client = (Invoice)service.Retrieve(Invoice.EntityLogicalName, item.InvoiceId, new ColumnSet("customerid"));
//Тема письма: «Уведомление о неотгруженном в срок заказе.
//Сущность - invoice поле new_invoice_number, Сущность - invoice поле - customerid
unloadEmail.Subject = string.Format("Уведомление о неотгруженном в срок заказе. {0} , {1}",
item.NumberInvoice, client.CustomerId == null ? "" : client.CustomerId.Name);
//Заказы по нижеуказанным данным не поступили в ожидаемый срок.
//Сущность invoicedetail, Сущность invoicedetail поле new_sopplierid, Сущность invoicedetail поле new_sopplierid_invoice_supplier
//Требуемые действия Логиста:
//1) связаться с поставщиком для решения вопроса с поставкой
//2) предоставить ответственному менеджеру информацию о причинах задержки и обновленной дате отгрузки заказа
//Требуемые действия ответственного менеджера:
//1) связаться с заказчиком, извиниться и сообщить о задержке заказа предоставив информацию о новых датах отгрузки
//link ----<http://crm2011:5555/SoftlineInternationalLtd/userdefined/edit.aspx?etc=1091&id=%7b{0}%7d>
string link = string.Format(/*@"<p class='MsoNormal'><i><u><span lang='RU' style='color:rgb(0,112,192)'>" +*/
@"<a href=http://crm2011:5555/SoftlineInternationalLtd/userdefined/edit.aspx?etc=1091&id=%7b{0}%7d>{1}</a></span></u></i></p>",
item.InvoiceDetail.Id.ToString(), item.Product);
unloadEmail.Description = string.Format(@"<div id=':1df' class='Am Al editable LW-avf' hidefocus='true' aria-label='Текст повідомлення' g_editable='true' role='textbox' contenteditable='true' tabindex='1' itacorner='6,7:1,1,0,0' style='direction: ltr; min-height: 240px;'><p class='MsoNormal' style='background-image: initial; background-repeat: initial;'><b><i><span style='color: black;'>Заказы
по нижеуказанным данным не поступили в ожидаемый срок.</span></i></b></p>
<p class='MsoNormal' style='background-image: initial; background-repeat: initial;'><span lang='EN-US' style='color: black;'>{0}, {1}</span><span lang='EN-US' style='color: black;'>, {2}</span></p>
<p class='MsoNormal' style='background-image: initial; background-repeat: initial;'><b><i><span style='color: black;'>Требуемые
действия Логиста: </span></i></b></p>
<p style='background-image: initial; background-repeat: initial;'><span style='color: black;'>1)</span><span style='color: rgb(40, 40, 40);'> </span><span style='color: black;'>связаться с поставщиком для решения вопроса с поставкой</span><span style='color: rgb(40, 40, 40);'></span></p>
<p style='background-image: initial; background-repeat: initial;'><span style='color: black;'>2)</span><span style='color: rgb(40, 40, 40);'> </span><span style='color: black;'>предоставить ответственному менеджеру информацию о причинах
задержки и обновленной дате отгрузки заказа</span></p>
<p class='MsoNormal' style='background-image: initial; background-repeat: initial;'><b><i><span style='color: black;'>Требуемые
действия ответственного менеджера: </span></i></b><span style='color: rgb(40, 40, 40);'></span></p>
<p style='background-image: initial; background-repeat: initial;'><span style='color: black;'>1)</span><span style='color: rgb(40, 40, 40);'> </span><span style='color: black;'>связаться с заказчиком, извиниться и сообщить о задержке
заказа предоставив информацию о новых датах отгрузки</span><span style='color: rgb(40, 40, 40);'></span></p><p style='background-image: initial; background-repeat: initial;'><span style='color: rgb(40, 40, 40);'>Ссылка для перехода - {3}</span><span style='color: black;'><br></span></p></div>"
, item.Product, item.InvoiceAccount == null ? "" : item.InvoiceAccount.Name, item.Number, link);
unloadEmail.DirectionCode = true;
SystemUser user =
(SystemUser)service.Retrieve(SystemUser.EntityLogicalName, item.EntityOwner.Id, new ColumnSet("internalemailaddress"));
if (user.InternalEMailAddress == null)
{
Log.AddLog(string.Format("Адрес Електроной почты отсутствует... ({0})", item.EntityOwner.Name));
continue;
}
var activity1 = new ActivityParty
{
AddressUsed = user.InternalEMailAddress
};
var activity2 = new ActivityParty
{
AddressUsed = @"*****@*****.**"
};
unloadEmail.To = new[] { activity1 };
unloadEmail.Cc = new[] { activity2 };
Guid createdEmailId = service.Create(unloadEmail);
service.Update(new InvoiceDetail
{
Id = item.InvoiceDetail.Id,
new_shipping = true
});
var sendEmailreq = new SendEmailRequest
{
EmailId = createdEmailId,
TrackingToken = "",
IssueSend = true
};
try
{
service.Execute(sendEmailreq);
}
catch (Exception ex)
{
Log.AddLog(ex.Message);
}
}
}
catch (Exception ex)
{
Log.AddLog(ex.Message);
}
}
}
/// <summary>
/// Creates any entity records that this sample requires.
/// </summary>
public void CreateRequiredRecords()
{
#region Create or Retrieve the necessary system users
// Retrieve a sales manager.
_salesManagerId =
SystemUserProvider.RetrieveMarketingManager(_serviceProxy);
#endregion
#region Create PhoneCall record and supporting account
Account newAccount = new Account
{
Name = "Margie's Travel",
Address1_PostalCode = "99999"
};
_accountId = (_serviceProxy.Create(newAccount));
newAccount.Id = _accountId;
// Create Guids for PhoneCalls
_phoneCallId = Guid.NewGuid();
_phoneCall2Id = Guid.NewGuid();
// Create ActivityPartys for the phone calls' "From" field.
ActivityParty activityParty = new ActivityParty()
{
PartyId = newAccount.ToEntityReference(),
ActivityId = new EntityReference
{
Id = _phoneCallId,
LogicalName = PhoneCall.EntityLogicalName,
},
ParticipationTypeMask = new OptionSetValue(9)
};
ActivityParty activityPartyClosed = new ActivityParty()
{
PartyId = newAccount.ToEntityReference(),
ActivityId = new EntityReference
{
Id = _phoneCall2Id,
LogicalName = PhoneCall.EntityLogicalName,
},
ParticipationTypeMask = new OptionSetValue(9)
};
// Create an open phone call.
PhoneCall phoneCall = new PhoneCall()
{
Id = _phoneCallId,
Subject = "Sample Phone Call",
DirectionCode = false,
To = new ActivityParty[] { activityParty }
};
_serviceProxy.Create(phoneCall);
// Create a second phone call to close
phoneCall = new PhoneCall()
{
Id = _phoneCall2Id,
Subject = "Sample Phone Call 2",
DirectionCode = false,
To = new ActivityParty[] { activityParty },
ActualEnd = DateTime.Now
};
_serviceProxy.Create(phoneCall);
// Close the second phone call.
SetStateRequest closePhoneCall = new SetStateRequest()
{
EntityMoniker = phoneCall.ToEntityReference(),
State = new OptionSetValue(1),
Status = new OptionSetValue(4)
};
_serviceProxy.Execute(closePhoneCall);
#endregion
}
private void SendEmail(List<ProxyToSendEmailExtended> listSales, IOrganizationService service, byte whatDay)
{
var Agreements = getAgreements();
foreach (var item in Agreements)
{
Email mail = new Email();
mail.Subject = "Просьба согласовать Договор либо внести комментарии";
string link = string.Empty;
var current = from p in listSales
where Equals(p.agreementLaw, item) ||
Equals(p.agreementLog, item) ||
Equals(p.agreementFin, item) ||
Equals(p.agreementAc, item) ||
Equals(p.agreementSd, item)
select p;
if (current.Count() == 0)
continue;
foreach (var colection in current)
{
link += string.Format("<p class='MsoNormal'><i><u><span lang='RU' style='color:rgb(0,112,192)'>" +
/*"<a href=https://ukraine.crm.softlinegroup.com/main.aspx?etc=SalesOrder&extraqs=%3f_gridType%3d4212%26etc%3d4212%26id%3d%257b{0}" +
"%257d%26preloadcache%3d1406639059288%26rskey%3d307497509&histKey=417657088&newWindow=true&pagetype=entityrecord>{1}</a></span></u></i></p>",*/
"<a href=https://ukraine.crm.softlinegroup.com/main.aspx?etn=SalesOrder&pagetype=entityrecord&id=%7b{0}%7d>{1}</a></span></u></i></p>",
colection.recordId.ToString(), colection.Name.ToString());
}
switch (whatDay)
{
case 0:
mail.Description = string.Format(@"<div id=':3ua' class='Am Al editable LW-avf' hidefocus='true' aria-label='Текст'
g_editable='true' role='textbox' contenteditable='true' tabindex='1' itacorner='6,7:1,1,0,0' style='direction: ltr; min-height: 236px;'>
<p class='MsoNormal'><span lang='RU'>Уважаемый коллега, срок согласования договора(ов) истекает завтра. Просьба согласовать Договор либо внести комментарии.</span><o:p></o:p></p>
<p class='MsoNormal'><i><u><span lang='RU' style='color: rgb(0, 112, 192);'>{0}</span></u></i></p>
<br></div>", link.ToString());
break;
case 1:
mail.Description = string.Format(@"<div id=':3ua' class='Am Al editable LW-avf' hidefocus='true' aria-label='Текст'
g_editable='true' role='textbox' contenteditable='true' tabindex='1' itacorner='6,7:1,1,0,0' style='direction: ltr; min-height: 236px;'>
<p class='MsoNormal'><span lang='RU'>Уважаемый коллега, срок согласования договора(ов) истекает сегодня. Просьба согласовать Договор либо внести комментарии.</span><o:p></o:p></p>
<p class='MsoNormal'><i><u><span lang='RU' style='color: rgb(0, 112, 192);'>{0}</span></u></i></p>
<br></div>", link.ToString());
break;
}
mail.DirectionCode = true;
SystemUser user = (SystemUser)service.Retrieve(SystemUser.EntityLogicalName, item.Id, new ColumnSet("fullname", "internalemailaddress"));
if (user.InternalEMailAddress == null) continue;
var activityParty1 = new ActivityParty
{
AddressUsed = user.InternalEMailAddress
};
var activityParty2 = new ActivityParty
{
PartyId = new EntityReference(SystemUser.EntityLogicalName,
new Guid("C49FE2C3-FB35-E511-80D7-005056820ECA")),
};
mail.From = new[] { activityParty2 };
mail.To = new[] { activityParty1 };
Guid createdEmailId = service.Create(mail);
var sendEmailreq = new SendEmailRequest
{
EmailId = createdEmailId,
TrackingToken = "",
IssueSend = true
};
try
{
service.Execute(sendEmailreq);
}
catch (Exception)
{
}
}
}
/// <summary>
/// Create and configure the organization service proxy.
/// Initiate the method to create any data that this sample requires.
/// Book an appointment.
/// 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();
// Get the current user information
WhoAmIRequest userRequest = new WhoAmIRequest();
WhoAmIResponse userResponse = (WhoAmIResponse)_serviceProxy.Execute(userRequest);
// Create the ActivityParty instance.
ActivityParty party = new ActivityParty
{
PartyId = new EntityReference(SystemUser.EntityLogicalName, userResponse.UserId)
};
// Create the appointment instance.
Appointment appointment = new Appointment
{
Subject = "Test Appointment",
Description = "Test Appointment created using the BookRequest Message.",
ScheduledStart = DateTime.Now.AddHours(1),
ScheduledEnd = DateTime.Now.AddHours(2),
Location = "Office",
RequiredAttendees = new ActivityParty[] { party },
Organizer = new ActivityParty[] { party }
};
// Use the Book request message.
BookRequest book = new BookRequest
{
Target = appointment
};
BookResponse booked = (BookResponse)_serviceProxy.Execute(book);
_appointmentId = booked.ValidationResult.ActivityId;
// Verify that the appointment has been scheduled.
if (_appointmentId != Guid.Empty)
{
Console.WriteLine("Succesfully booked {0}.", appointment.Subject);
}
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>
/// This method creates any entity records that this sample requires.
/// </summary>
public void CreateRequiredRecords()
{
// Create a contact to send an email to (To: field)
Contact emailContact = new Contact
{
FirstName = "Nancy",
LastName = "Anderson",
EMailAddress1 = "*****@*****.**"
};
_contactId = _serviceProxy.Create(emailContact);
Console.WriteLine("Created a contact: {0}.", emailContact.FirstName + " " + emailContact.LastName);
// Get a system user to send the email (From: field)
WhoAmIRequest systemUserRequest = new WhoAmIRequest();
WhoAmIResponse systemUserResponse = (WhoAmIResponse)_serviceProxy.Execute(systemUserRequest);
_userId = systemUserResponse.UserId;
// Create the 'From:' activity party for the email
ActivityParty fromParty = new ActivityParty
{
PartyId = new EntityReference(SystemUser.EntityLogicalName, _userId)
};
// Create the 'To:' activity party for the email
ActivityParty toParty = new ActivityParty
{
PartyId = new EntityReference(Contact.EntityLogicalName, _contactId)
};
Console.WriteLine("Created activity parties.");
// Create an e-mail message.
Email email = new Email
{
To = new ActivityParty[] { toParty },
From = new ActivityParty[] { fromParty },
Subject = "SDK Sample e-mail",
Description = "SDK Sample for SendEmail Message.",
DirectionCode = true
};
_emailId = _serviceProxy.Create(email);
Console.WriteLine("Create {0}.", email.Subject);
}
/// <summary>
/// Creates any entity records that this sample requires.
/// </summary>
public void CreateRequiredRecords()
{
#region Create or Retrieve the necessary system users
// Retrieve the ldapPath
String ldapPath = String.Empty;
// Retrieve the sales team - 1 sales manager and 2 sales representatives.
_salesManagerId =
SystemUserProvider.RetrieveSalesManager(_serviceProxy, ref ldapPath);
_salesRepresentativeIds =
SystemUserProvider.RetrieveSalespersons(_serviceProxy, ref ldapPath);
#endregion
#region Create PhoneCall record and supporting account
Account account = new Account
{
Name = "Margie's Travel",
Address1_PostalCode = "99999"
};
_accountId = (_serviceProxy.Create(account));
account.Id = _accountId;
// Create Guids for PhoneCalls
_phoneCallId = Guid.NewGuid();
_phoneCall2Id = Guid.NewGuid();
// Create ActivityPartys for the phone calls' "From" field.
ActivityParty activityParty = new ActivityParty()
{
PartyId = account.ToEntityReference(),
ActivityId = new EntityReference
{
Id = _phoneCallId,
LogicalName = PhoneCall.EntityLogicalName,
},
ParticipationTypeMask = new OptionSetValue(9),
};
ActivityParty activityPartyClosed = new ActivityParty()
{
PartyId = account.ToEntityReference(),
ActivityId = new EntityReference
{
Id = _phoneCall2Id,
LogicalName = PhoneCall.EntityLogicalName,
},
ParticipationTypeMask = new OptionSetValue(9)
};
// Create an open phone call.
PhoneCall phoneCall = new PhoneCall()
{
Id = _phoneCallId,
Subject = "Sample Phone Call",
DirectionCode = false,
To = new ActivityParty[] { activityParty },
OwnerId = new EntityReference("systemuser", _salesRepresentativeIds[0]),
ActualEnd = DateTime.Now
};
_serviceProxy.Create(phoneCall);
// Close the first phone call.
SetStateRequest closePhoneCall = new SetStateRequest()
{
EntityMoniker = phoneCall.ToEntityReference(),
State = new OptionSetValue(1),
Status = new OptionSetValue(4)
};
_serviceProxy.Execute(closePhoneCall);
// Create a second phone call.
phoneCall = new PhoneCall()
{
Id = _phoneCall2Id,
Subject = "Sample Phone Call 2",
DirectionCode = true,
To = new ActivityParty[] { activityParty },
OwnerId = new EntityReference("systemuser", _salesRepresentativeIds[1]),
ActualEnd = DateTime.Now
};
_serviceProxy.Create(phoneCall);
// Close the second phone call.
closePhoneCall = new SetStateRequest()
{
EntityMoniker = phoneCall.ToEntityReference(),
State = new OptionSetValue(1),
Status = new OptionSetValue(4)
};
_serviceProxy.Execute(closePhoneCall);
#endregion
}
/// <summary>
/// This method first connects to the Organization service. Afterwards,
/// a phone call is created to a contact regarding a lead.
/// </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
{
//<snippetWorkingWithRelatedAttributesforNto1Relationships1>
// 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();
_service = (IOrganizationService)_serviceProxy;
// Create a lead.
Lead lead = new Lead()
{
CompanyName = "Litware, Inc."
};
_leadId = _service.Create(lead);
Console.Write("Lead created, ");
// Create a contact.
Contact contact = new Contact()
{
FirstName = "Dan",
LastName = "Park",
Address1_Line1 = "23 Market St.",
Address1_City = "Sammamish",
Address1_StateOrProvince = "MT",
Address1_PostalCode = "99999",
Telephone1 = "12345678",
EMailAddress1 = "*****@*****.**"
};
_contactId = _service.Create(contact);
contact.ContactId = _contactId;
Console.Write("contact created, ");
// Create a blank phone call.
PhoneCall phoneCall = new PhoneCall();
_phoneCallId = _service.Create(phoneCall);
Console.Write("phone call created, ");
// Create an ActivityParty for the phone call's "to" field.
ActivityParty activityParty = new ActivityParty()
{
PartyId = new EntityReference
{
Id = _contactId,
LogicalName = Contact.EntityLogicalName,
},
ActivityId = new EntityReference
{
Id = _phoneCallId,
LogicalName = PhoneCall.EntityLogicalName,
},
ParticipationTypeMask = new OptionSetValue(9)
};
// Create a phone call and add the properties we are updating.
PhoneCall updatePhoneCall = new PhoneCall()
{
Id = _phoneCallId,
Subject = "Test Phone Call",
RegardingObjectId = new EntityReference
{
Id = _leadId,
LogicalName = Lead.EntityLogicalName
},
To = new ActivityParty[] { activityParty }
};
// Update the phone call.
UpdateRequest updateRequest = new UpdateRequest()
{
Target = updatePhoneCall
};
_service.Execute(updateRequest);
Console.Write("phone call updated.\n");
DeleteRequiredRecords(promptforDelete);
}
//</snippetWorkingWithRelatedAttributesforNto1Relationships1>
}
// 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>
/// Creates any entity records that this sample requires.
/// </summary>
public void CreateRequiredRecords()
{
#region Create or Retrieve the necessary system users
// Retrieve a sales manager.
_salesManagerId =
SystemUserProvider.RetrieveMarketingManager(_serviceProxy);
#endregion
#region Create PhoneCall record and supporting account
Account newAccount = new Account
{
Name = "Margie's Travel",
Address1_PostalCode = "99999"
};
_accountId = (_serviceProxy.Create(newAccount));
newAccount.Id = _accountId;
// Create Guids for PhoneCalls
_phoneCallId = Guid.NewGuid();
_phoneCall2Id = Guid.NewGuid();
// Create ActivityPartys for the phone calls' "From" field.
ActivityParty activityParty = new ActivityParty()
{
PartyId = newAccount.ToEntityReference(),
ActivityId = new EntityReference
{
Id = _phoneCallId,
LogicalName = PhoneCall.EntityLogicalName,
},
ParticipationTypeMask = new OptionSetValue(9)
};
ActivityParty activityPartyClosed = new ActivityParty()
{
PartyId = newAccount.ToEntityReference(),
ActivityId = new EntityReference
{
Id = _phoneCall2Id,
LogicalName = PhoneCall.EntityLogicalName,
},
ParticipationTypeMask = new OptionSetValue(9)
};
// Create an open phone call.
PhoneCall phoneCall = new PhoneCall()
{
Id = _phoneCallId,
Subject = "Sample Phone Call",
DirectionCode = false,
To = new ActivityParty[] { activityParty }
};
_serviceProxy.Create(phoneCall);
// Create a second phone call to close
phoneCall = new PhoneCall()
{
Id = _phoneCall2Id,
Subject = "Sample Phone Call 2",
DirectionCode = false,
To = new ActivityParty[] { activityParty },
ActualEnd = DateTime.Now
};
_serviceProxy.Create(phoneCall);
// Close the second phone call.
SetStateRequest closePhoneCall = new SetStateRequest()
{
EntityMoniker = phoneCall.ToEntityReference(),
State = new OptionSetValue(1),
Status = new OptionSetValue(4)
};
_serviceProxy.Execute(closePhoneCall);
#endregion
}
public void When_executing_a_linq_query_with_equals_between_2_activityparties_result_is_returned()
{
var fakedContext = new XrmFakedContext();
fakedContext.ProxyTypesAssembly = Assembly.GetExecutingAssembly();
var contactId = Guid.NewGuid();
var activityId = Guid.NewGuid();
var partyRecord = new ActivityParty()
{
Id = Guid.NewGuid(),
ActivityId = new EntityReference(Email.EntityLogicalName, activityId),
PartyId = new EntityReference(Contact.EntityLogicalName, contactId)
};
fakedContext.Initialize(new List<Entity>() {
new Email() { Id = activityId, ActivityId = activityId, Subject = "Test email"},
new ActivityPointer () { Id = Guid.NewGuid(), ActivityId = activityId },
partyRecord,
new ActivityPointer() { Id = Guid.NewGuid()}, //To test also nulls
new ActivityParty() { Id = Guid.NewGuid()} //To test also nulls
});
var service = fakedContext.GetFakedOrganizationService();
using (XrmServiceContext ctx = new XrmServiceContext(service))
{
var activities = (from pointer in ctx.CreateQuery<Email>()
join party in ctx.CreateQuery<ActivityParty>() on pointer.ActivityId.Value equals party.ActivityId.Id
// from party in ctx.CreateQuery<ActivityParty>() //on pointer.ActivityId.Value equals party.ActivityId.Id
where party.PartyId.Id == contactId
select pointer).ToList();
Assert.True(activities.Count == 1);
}
}
