public static async Task <EntityReference> PromptInitialQuestion(Activity context, ConnectorClient connector, IOrganizationService service, Microsoft.Xrm.Sdk.Entity cxConversation, Microsoft.Xrm.Sdk.Entity cxCurrentStep)
{
Microsoft.Xrm.Sdk.Entity cxStep = cxCurrentStep;
//update conversation to reflect the current step and initiate any workflow triggers
Microsoft.Xrm.Sdk.Entity upsConversation1 = new Microsoft.Xrm.Sdk.Entity("aspect_cxconversation", "aspect_conversationid", context.Conversation.Id);
upsConversation1["aspect_currentcxstepid"] = new EntityReference(cxCurrentStep.LogicalName, cxCurrentStep.Id);
upsConversation1["aspect_nextcxstepid"] = null;
service.Execute(new UpsertRequest()
{
Target = upsConversation1
});
string responseText = ReplaceOutputText(service, new EntityReference(cxConversation.LogicalName, cxConversation.Id), (string)cxStep["aspect_message"]);
//Create a conversation message with the text sent to the user
Microsoft.Xrm.Sdk.Entity conversationClient = new Microsoft.Xrm.Sdk.Entity("aspect_cxconversationmessage");
conversationClient["aspect_cxconversationid"] = new EntityReference("aspect_cxconversation", cxConversation.Id);
conversationClient["aspect_cxstepid"] = new EntityReference(cxCurrentStep.LogicalName, cxCurrentStep.Id);
conversationClient["aspect_direction"] = true;
conversationClient["aspect_name"] = cxConversation.Id.ToString();
conversationClient["aspect_message"] = responseText;
service.Create(conversationClient);
//send reply
var responseMessage = context.CreateReply();
responseMessage.Text = responseText;
responseMessage.Speak = responseText;
responseMessage.InputHint = Dynamics.CXGetAnswers(service, cxStep);
responseMessage.Value = JsonConvert.SerializeObject(new Dynamics.CXInformation()
{
//CXBotId = ((Guid)(((AliasedValue)["aspect_cxbot.aspect_cxbotid"]).Value)).ToString(),
CXBotName = (string)(((AliasedValue)cxCurrentStep["aspect_cxbot.aspect_name"]).Value),
AudioDirectory = cxCurrentStep.Contains("aspect_cxbot.aspect_audiodirectory") ? (string)(((AliasedValue)cxCurrentStep["aspect_cxbot.aspect_audiodirectory"]).Value) : string.Empty,
RecordingDirectory = cxCurrentStep.Contains("aspect_cxbot.aspect_recordingdirectory") ? (string)(((AliasedValue)cxCurrentStep["aspect_cxbot.aspect_recordingdirectory"]).Value) : string.Empty,
CXStepId = cxStep.Id.ToString(),
CXStepAudio = cxStep.Contains("aspect_audio") ? (string)cxStep["aspect_audio"] : string.Empty,
CXText = responseText,
CXAnswers = CXGetAnswers(service, cxStep),
CXType = Dynamics.CXGetType((OptionSetValue)cxStep["aspect_type"])
});
ResourceResponse msgResponse = connector.Conversations.ReplyToActivity(responseMessage);
//update conversation to reflect the current step and initiate any workflow triggers
Microsoft.Xrm.Sdk.Entity upsConversation2 = new Microsoft.Xrm.Sdk.Entity("aspect_cxconversation", "aspect_conversationid", context.Conversation.Id);
upsConversation2["aspect_currentcxstepid"] = new EntityReference(cxCurrentStep.LogicalName, cxCurrentStep.Id);
upsConversation2["aspect_nextcxstepid"] = cxStep.Contains("aspect_nextcxstepid") ? (EntityReference)cxStep["aspect_nextcxstepid"] : null;
service.Execute(new UpsertRequest()
{
Target = upsConversation2
});
return(cxStep.Contains("aspect_nextcxstepid") ? (EntityReference)cxStep["aspect_nextcxstepid"] : null);
}
public static async Task <Microsoft.Xrm.Sdk.Entity> PromptNextQuestion(IDialogContext context, IOrganizationService service, Microsoft.Xrm.Sdk.Entity cxCurrentStep, Microsoft.Xrm.Sdk.Entity cxNextStep, IMessageActivity message)
{
Microsoft.Xrm.Sdk.Entity cxStep = service.Retrieve(cxNextStep.LogicalName, cxNextStep.Id, new ColumnSet(true));
//update conversation to initiate any workflow triggers
Microsoft.Xrm.Sdk.Entity upsConversation = new Microsoft.Xrm.Sdk.Entity("aspect_cxconversation", "aspect_conversationid", message.Conversation.Id);
upsConversation["aspect_nextcxstepid"] = new EntityReference(cxNextStep.LogicalName, cxNextStep.Id);
UpsertResponse upsResponse = (UpsertResponse)service.Execute(new UpsertRequest()
{
Target = upsConversation
});
string responseText = ReplaceOutputText(service, (EntityReference)upsResponse["Target"], (string)cxStep["aspect_message"]);
//Create a conversation message with outbound message
Microsoft.Xrm.Sdk.Entity conversationMessageOutbound = new Microsoft.Xrm.Sdk.Entity("aspect_cxconversationmessage");
conversationMessageOutbound["aspect_cxconversationid"] = new EntityReference("aspect_cxconversation", "aspect_conversationid", message.Conversation.Id);
conversationMessageOutbound["aspect_cxstepid"] = new EntityReference(cxNextStep.LogicalName, cxNextStep.Id);
conversationMessageOutbound["aspect_direction"] = true;
conversationMessageOutbound["aspect_name"] = message.Id;
conversationMessageOutbound["aspect_message"] = responseText;
service.Create(conversationMessageOutbound);
//Update conversation to reflect the current step
Microsoft.Xrm.Sdk.Entity upsConversation2 = new Microsoft.Xrm.Sdk.Entity("aspect_cxconversation", "aspect_conversationid", message.Conversation.Id);
upsConversation2["aspect_currentcxstepid"] = new EntityReference(cxNextStep.LogicalName, cxNextStep.Id);
upsConversation2["aspect_lastanswer"] = message.Text;
upsConversation2["aspect_nextcxstepid"] = null;
service.Execute(new UpsertRequest()
{
Target = upsConversation2
});
//send outbound message
IMessageActivity responseMessage = context.MakeMessage();
responseMessage.Text = responseText;
responseMessage.Speak = responseText;
responseMessage.InputHint = Dynamics.CXGetAnswers(service, cxStep);
responseMessage.Value = JsonConvert.SerializeObject(new Dynamics.CXInformation()
{
//CXBotId = ((Guid)(((AliasedValue)["aspect_cxbot.aspect_cxbotid"]).Value)).ToString(),
CXBotName = (string)(((AliasedValue)cxCurrentStep["aspect_cxbot.aspect_name"]).Value),
AudioDirectory = cxCurrentStep.Contains("aspect_cxbot.aspect_audiodirectory") ? (string)(((AliasedValue)cxCurrentStep["aspect_cxbot.aspect_audiodirectory"]).Value) : string.Empty,
RecordingDirectory = cxCurrentStep.Contains("aspect_cxbot.aspect_recordingdirectory") ? (string)(((AliasedValue)cxCurrentStep["aspect_cxbot.aspect_recordingdirectory"]).Value) : string.Empty,
CXStepId = cxStep.Id.ToString(),
CXStepAudio = cxStep.Contains("aspect_audio") ? (string)cxStep["aspect_audio"] : string.Empty,
CXText = responseText,
CXAnswers = CXGetAnswers(service, cxStep),
CXType = Dynamics.CXGetType((OptionSetValue)cxStep["aspect_type"])
});
await context.PostAsync(responseMessage);
return(cxNextStep);
}
public static void UpdateIfCRMValueIsDifferent_EntityReference(Microsoft.Xrm.Sdk.Entity oSourceCIFEntity,
Microsoft.Xrm.Sdk.Entity oTargetCIFEntity,
string attributeName, object objSourceVal,
string logicalName, bool allowNull = true) {
bool isEmpty = (objSourceVal == null) || (objSourceVal == DBNull.Value);
bool isDifferent = true;
// get the CRM current value - if one is available to compare - if none assume different
if (oSourceCIFEntity != null) {
EntityReference existingValue = null;
// get the existing value
if (oSourceCIFEntity.Attributes.Contains(attributeName))
existingValue = (EntityReference)oSourceCIFEntity[attributeName];
// check if the values are different
if (((existingValue == null) && !isEmpty) || ((existingValue != null) && isEmpty)) {
isDifferent = true;
} else {
if ((existingValue == null) && isEmpty)
isDifferent = false;
else
if (!existingValue.Id.Equals((Guid)objSourceVal))
isDifferent = true;
else
isDifferent = false;
}
}
// get the new string value if the objects are different
if (isDifferent) {
if (isEmpty) {
if (allowNull) {
if (oTargetCIFEntity.Contains(attributeName)) {
oTargetCIFEntity[attributeName] = null;
} else {
oTargetCIFEntity.Attributes.Add(attributeName, null);
}
}
} else {
if (oTargetCIFEntity.Contains(attributeName)) {
oTargetCIFEntity[attributeName] = new EntityReference(logicalName, (Guid)objSourceVal);
} else {
oTargetCIFEntity.Attributes.Add(attributeName, new EntityReference(logicalName, (Guid)objSourceVal));
}
}
}
}
public static Guid GetAliasedId(CRM.Entity entity, string fieldName)
{
if (entity == null || string.IsNullOrEmpty(fieldName))
{
return(Guid.Empty);
}
if (!entity.Contains(fieldName))
{
return(Guid.Empty);
}
CRM.AliasedValue alias = (CRM.AliasedValue)entity[fieldName];
switch (alias.Value.GetType().ToString())
{
case "Microsoft.Xrm.Sdk.EntityReference":
return(((CRM.EntityReference)alias.Value).Id);
case "System.Guid":
return(new Guid(alias.Value.ToString()));
}
return(Guid.Empty);
}
public static string GetAliasedValue(CRM.Entity entity, string fieldName)
{
if (entity == null || string.IsNullOrEmpty(fieldName))
{
return(string.Empty);
}
if (!entity.Contains(fieldName))
{
return(string.Empty);
}
CRM.AliasedValue alias = (CRM.AliasedValue)entity[fieldName];
if (alias.Value.GetType().ToString() == "System.Guid" || alias.Value.GetType().ToString() == "System.String" || alias.Value.GetType().ToString() == "System.Boolean" || alias.Value.GetType().ToString() == "System.Int32")
{
return(alias.Value.ToString());
}
if (alias.Value.GetType().ToString() == "System.Double")
{
return(Convert.ToDouble(alias.Value, CultureInfo.GetCultureInfo("en-us")).ToString("###0.000000", CultureInfo.GetCultureInfo("en-us")).Replace(',', '.'));
}
CRM.EntityReference referencia = (CRM.EntityReference)alias.Value;
return(referencia.Name);
}
public static Guid GetReferenceId(CRM.Entity entity, string fieldName)
{
if (entity == null || string.IsNullOrEmpty(fieldName))
{
return(Guid.Empty);
}
if (!entity.Contains(fieldName))
{
return(Guid.Empty);
}
return(((CRM.EntityReference)entity[fieldName]).Id);
}
public static string GetReferenceValue(CRM.Entity entity, string fieldName)
{
if (entity == null || string.IsNullOrEmpty(fieldName))
{
return(string.Empty);
}
if (!entity.Contains(fieldName))
{
return(string.Empty);
}
return(((CRM.EntityReference)entity[fieldName]).Name);
}
public static string GetStringValue(CRM.Entity entity, string fieldName)
{
if (entity == null || string.IsNullOrEmpty(fieldName))
{
return(string.Empty);
}
if (!entity.Contains(fieldName))
{
return(string.Empty);
}
return(entity[fieldName].ToString());
}
public static decimal GetMoneyValue(CRM.Entity entity, string fieldName)
{
if (entity == null || string.IsNullOrEmpty(fieldName))
{
return(0);
}
if (!entity.Contains(fieldName))
{
return(0);
}
CRM.Money data = (CRM.Money)entity[fieldName];
return(Convert.ToDecimal(data.Value));
}
public static string GetOptionValue(CRM.Entity entity, string fieldName)
{
if (entity == null || string.IsNullOrEmpty(fieldName))
{
return(string.Empty);
}
if (!entity.Contains(fieldName))
{
return(string.Empty);
}
CRM.OptionSetValue option = (CRM.OptionSetValue)entity[fieldName];
return(option.Value.ToString(CultureInfo.InvariantCulture));
}
public static string CXGetAnswers(IOrganizationService service, Microsoft.Xrm.Sdk.Entity cxStep)
{
switch (((OptionSetValue)cxStep["aspect_type"]).Value)
{
case 126460000: //MESSAGE
return(string.Empty);
break;
case 126460001: //QUESTION
return(cxStep.Contains("aspect_answers") ? (string)cxStep["aspect_answers"] : string.Empty);
break;
case 126460002: //MENU
EntityCollection cxStepAnswers = service.RetrieveMultiple(new FetchExpression(string.Format(@"<fetch mapping='logical' version='1.0' distinct='false' output-format='xml-platform' no-lock='true'>
<entity name='aspect_cxstepanswer'>
<all-attributes />
<order descending='false' attribute='aspect_name' />
<filter type='and'>
<condition value='{0}' attribute='aspect_cxstepid' operator='eq' />
</filter>
</entity>
</fetch>", cxStep.Id)));
List <string> allAnswers = new List <string>();
foreach (Microsoft.Xrm.Sdk.Entity e in cxStepAnswers.Entities)
{
allAnswers.AddRange(((string)e["aspect_answers"]).Split(','));
}
return(string.Join(",", (from a in allAnswers where !string.IsNullOrEmpty(a) && !string.IsNullOrWhiteSpace(a) select a.Trim())));
break;
case 126460003: //TRANSFER
return(string.Empty);
break;
default:
return(string.Empty);
}
}
public static void FireWorkflow(IOrganizationService service, Microsoft.Xrm.Sdk.Entity cxStep, bool entryWorkflow)
{
try
{
string workflowProperty = entryWorkflow ? "aspect_entryworkflowid" : "aspect_answerworkflowid";
if (cxStep.Contains(workflowProperty))
{
ExecuteWorkflowRequest request = new ExecuteWorkflowRequest()
{
WorkflowId = ((EntityReference)cxStep[workflowProperty]).Id,
EntityId = (Guid)(((AliasedValue)cxStep["aspect_cxconversation.aspect_cxconversationid"]).Value)
};
// Execute the workflow.
ExecuteWorkflowResponse response = (ExecuteWorkflowResponse)service.Execute(request);
}
}
catch (Exception ex)
{
//user defined workflow errored
}
}
public static object GetValue(this Entity entity, string fieldName)
{
return(entity.Contains(fieldName) && entity[fieldName] != null ? entity[fieldName] : null);
}
public static string ProcessDynamicContent(Microsoft.Xrm.Sdk.Entity record, string jsonTemplate)
{
try
{
JObject jobject = JObject.Parse(jsonTemplate);
JArray a = JArray.Parse(jobject["body"].ToString());
JArray newArray = new JArray();
foreach (JObject o in a.Children <JObject>())
{
bool dynamicContent = false;
string schemaName = string.Empty;
foreach (JProperty p in o.Properties())
{
if (p.Name.Equals("dynamicContent"))
{
dynamicContent = true;
}
if (p.Name.Equals("text"))
{
// extract schema name between { } ex. {description}
// schemaName = description
schemaName = (string)o["text"];
if (!string.IsNullOrEmpty(schemaName))
{
schemaName = schemaName.Substring(1, schemaName.Length - 2);
}
}
}
// placeholder json for new textbox element
string jsonElement = @"{
""type"": ""TextBlock"",
""text"": """",
""wrap"": true,
}";
if (!String.IsNullOrEmpty(schemaName))
{
// get value by schema name from Record
if (record.Contains(schemaName))
{
string fieldValue = (string)record[schemaName];
// remove html and perform string split
fieldValue = ConvertHTMLToText(fieldValue);
if (record.LogicalName == "email")
{
// remove any emails after the first detected email in the chain
int stringPosition = fieldValue.IndexOf("From:");
if (stringPosition != -1)
{
fieldValue = fieldValue.Substring(0, stringPosition);
}
// attempt to remove signature by mapping from name
Microsoft.Xrm.Sdk.EntityCollection collection = (Microsoft.Xrm.Sdk.EntityCollection)record["from"];
string fromValue = collection.ToCommaSeparatedString();
stringPosition = fieldValue.IndexOf(fromValue);
if (stringPosition != -1)
{
fieldValue = fieldValue.Substring(0, stringPosition);
}
}
// dodge - replace multiple line break characters with a unique break string
fieldValue = Regex.Replace(fieldValue, "[\r\n\f]", "/crmcs/", System.Text.RegularExpressions.RegexOptions.IgnoreCase);
string[] fieldValues = fieldValue.Split(new string[] { "/crmcs/" }, StringSplitOptions.None);
for (int i = 0; i < fieldValues.Length; i++)
{
string value = fieldValues[i];
if (!string.IsNullOrEmpty(value))
{
JObject newElement = null;
if (i == 0)
{
// first value to replace current element
newElement = o;
}
else
{
// next value set as new textbox element
newElement = JObject.Parse(jsonElement);
}
newElement["text"] = value;
newArray.Add(newElement);
}
}
}
else
{
// do nothing
}
}
else
{
newArray.Add(o);
}
}
jobject["body"] = newArray;
// return formatted JSON Template as string to keep things consistent
return(jobject.ToString());
}
catch (Exception ex)
{
throw new Exception("ProcessDynamicContent :: " + ex.Message);
}
}
