/// <summary>
/// This method delete task record
/// </summary>
/// <param name="activity">Activity Record to delete</param>
public async Task DeleteTask(Activity activity)
{
// Get AccessToken
_proxy.AccessToken = await ADALHelper.GetTokenSilent();
// Delete record
await _proxy.Delete("task", activity.Id);
}
/// <summary>
/// This method firstly create task, then complete it if passed task does not have id.
/// If passed entity has id, then change state back to active first, update data, then
/// complete it again.
/// </summary>
/// <param name="activity">Activity Record to update</param>
/// <param name="contact">Contact Record for regarding information</param>
public async Task UpsertTask(Activity activity, Contact contact)
{
// Get AccessToken
_proxy.AccessToken = await ADALHelper.GetTokenSilent();
// Instantiate a Task entity.
Entity task = new Entity("task");
task["subject"] = activity.Subject;
task["actualstart"] = activity.ActualEnd.Date;
task["actualend"] = activity.ActualEnd.Date;
task["description"] = activity.Notes;
task["regardingobjectid"] = new EntityReference("contact", contact.Id);
task.Id = activity.Id;
// If passed data does not have id, then its new operation.
if (task.Id == null || task.Id == Guid.Empty)
{
// Create record first
Guid taskId = await _proxy.Create(task);
// Then complete it
SetStateRequest setStateRequest = new SetStateRequest()
{
EntityMoniker = new EntityReference("task", taskId),
State = new OptionSetValue(1),
Status = new OptionSetValue(5)
};
await _proxy.Execute(setStateRequest);
}
else
{
// First set state back to active
SetStateRequest setStateRequest = new SetStateRequest()
{
EntityMoniker = new EntityReference("task", task.Id),
State = new OptionSetValue(0),
Status = new OptionSetValue(3)
};
await _proxy.Execute(setStateRequest);
// then update task
await _proxy.Update(task);
// finally complete it again
setStateRequest = new SetStateRequest()
{
EntityMoniker = new EntityReference("task", task.Id),
State = new OptionSetValue(1),
Status = new OptionSetValue(5)
};
await _proxy.Execute(setStateRequest);
}
}
/// <summary>
/// Signin to CRM.
/// </summary>
public async void SignIn()
{
if (originalServerUrl == _settings.ServerUrl)
{
return;
}
Views.Shell.SetBusy(true, "SignIn....");
// Get OAuth Address
bool login = await _helper.DiscoveryAuthority();
if (!login)
{
Views.Shell.SetBusy(false);
return;
}
try
{
// Get AccessToken
var accessToken = await ADALHelper.GetTokenSilent(true);
// Get CRM Version
_settings.CrmVersion = await _helper.CheckVersion();
// Store original address
originalServerUrl = _settings.ServerUrl;
// Once login to new org, then reset cached data and secondary tiles
// Reset Recent Contacts Cache
_settings.RecentContacts = new List <Contact>();
_helper.ClearCache();
foreach (var tile in await SecondaryTile.FindAllAsync())
{
await tile.RequestDeleteAsync();
}
}
catch (Exception ex)
{
MessageDialog dialog = new MessageDialog(ex.Message);
await dialog.ShowAsync();
Views.Shell.SetBusy(false);
return;
}
Views.Shell.SetBusy(false);
NavigationService.Navigate(typeof(Views.MainPage));
}
/// <summary>
/// This method retrives a taks as late bound.
/// </summary>
/// <param name="id">Activity Id</param>
/// <returns>Activity Record</returns>
public async Task <Activity> RetrieveTask(Guid id)
{
// Get AccessToken
_proxy.AccessToken = await ADALHelper.GetTokenSilent();
Entity result = await _proxy.Retrieve("task", id, new ColumnSet("subject", "actualend", "description"));
Activity activity = new Activity()
{
Id = result.Id,
Subject = result["subject"].ToString(),
ActualEnd = new DateTimeOffset((result.Contains("actualend")) ? ((DateTime)result["actualend"]) : DateTime.Now),
Notes = (result.Contains("description")) ? result["description"].ToString() : ""
};
// return result
return(activity);
}
/// <summary>
/// This method does Contact Search and return results.
/// </summary>
/// <param name="searchCriteria">Search Criteria</param>
/// <returns>List of Contacts</returns>
public async Task <List <Contact> > SearchContacts(string searchCriteria)
{
// Get AccessToken
_proxy.AccessToken = await ADALHelper.GetTokenSilent();
var searchResults = new List <Contact>();
string fetch = String.Format(@"<fetch version='1.0' output-format='xml-platform' top='50' mapping='logical' distinct='false'>
<entity name='contact'>
<attribute name='fullname' />
<attribute name='jobtitle' />
<order attribute='fullname' descending='false' />
<filter type='and'>
<condition attribute='fullname' operator='like' value='%{0}%' />
</filter>
<link-entity name='account' from='accountid' to='parentcustomerid' visible='false' link-type='outer' alias='ab'>
<attribute name='name' />
</link-entity>
</entity>
</fetch>", searchCriteria);
EntityCollection results = await _proxy.RetrieveMultiple(new FetchExpression(fetch));
// If there is results then process it.
if (results.Entities.Count > 0)
{
foreach (Entity result in results.Entities)
{
// Instantiate Contact and fullfill partially
Contact contact = new Contact()
{
Id = result.Id,
FullName = result["fullname"].ToString(),
// Combine Company Name and JobTitle
ParentCompany = (result["ab.name"] != null) ? (result["ab.name"] as AliasedValue).Value.ToString() : "",
JobTitle = (result.Contains("jobtitle")) ? result["jobtitle"].ToString() : ""
};
searchResults.Add(contact);
}
}
return(searchResults);
}
/// <summary>
/// This method retrives a contact as late bound.
/// </summary>
/// <param name="id">Contact Id</param>
/// <returns>Contact Record</returns>
public async Task <Contact> RetrieveContact(Guid id)
{
// Get AccessToken
_proxy.AccessToken = await ADALHelper.GetTokenSilent();
Entity result = await _proxy.Retrieve("contact", id, new ColumnSet("fullname", "address1_composite", "jobtitle", "parentcustomerid", "emailaddress1", "telephone1", "entityimage"));
Contact contact = new Contact()
{
Id = result.Id,
FullName = result["fullname"].ToString(),
Address1 = (result.Contains("address1_composite")) ? result["address1_composite"].ToString() : "",
JobTitle = (result.Contains("jobtitle")) ? result["jobtitle"].ToString() : "",
ParentCompany = (result["parentcustomerid"] == null) ? null : (result["parentcustomerid"] as EntityReference).Name.ToString(),
Email1 = (result.Contains("emailaddress1")) ? result["emailaddress1"].ToString() : "",
Telephone1 = (result.Contains("telephone1")) ? result["telephone1"].ToString() : "",
EntityImage = result["entityimage"] as byte[]
};
// Return the result
return(contact);
}
/// <summary>
/// This method retrieves Activities for the Contact record
/// </summary>
/// <param name="id">Contact Id</param>
/// <returns>List of Completed Activities</returns>
public async Task <List <Activity> > RetrieveActivitiesOfContact(Guid id)
{
// Get AccessToken
_proxy.AccessToken = await ADALHelper.GetTokenSilent();
var searchResults = new List <Activity>();
string fetch = String.Format(@"<fetch version='1.0' output-format='xml-platform' top='50' mapping='logical' distinct='false'>
<entity name='activitypointer'>
<attribute name='activitytypecode' />
<attribute name='subject' />
<attribute name='statecode' />
<attribute name='actualend' />
<order attribute='actualend' descending='true' />
<filter type='and'>
<condition attribute='statecode' operator='eq' value='1' />
</filter>
<link-entity name='contact' from='contactid' to='regardingobjectid' alias='aa'>
<filter type='and'>
<condition attribute='contactid' operator='eq' value='{0}' />
</filter>
</link-entity>
</entity>
</fetch>", id.ToString());
EntityCollection results = await _proxy.RetrieveMultiple(new FetchExpression(fetch));
// If there is results then process it.
if (results.Entities.Count > 0)
{
foreach (Entity activityresult in results.Entities)
{
// Instantiate Contact and fullfill partially
// Instantiate Activity
Activity activity = new Activity()
{
Id = activityresult.Id,
Subject = activityresult["subject"].ToString(),
ActualEndDate = ((System.DateTime)activityresult["actualend"]).ToString("d"),
ActivityTypeCode = activityresult["activitytypecode"].ToString()
};
// Assign icon depending on ActivityTypeCode. Add additional case when you need to.
switch (activityresult["activitytypecode"].ToString())
{
case "appointment":
activity.ActivityIcon = "../Assets/icon-activity-appt.png";
break;
case "task":
activity.ActivityIcon = "../Assets/icon-activity-note.png";
break;
case "phonecall":
activity.ActivityIcon = "../Assets/icon-activity-phone.png";
break;
default:
activity.ActivityIcon = "../Assets/icon-activity-generic.png";
break;
}
searchResults.Add(activity);
}
}
return(searchResults);
}
/// <summary>
/// This method does Contact Search and return results.
/// </summary>
/// <param name="searchCriteria">Search Criteria</param>
/// <returns>List of Contacts</returns>
public async Task <List <Contact> > SearchContacts(string searchCriteria)
{
// Get AccessToken
_proxy.DefaultRequestHeaders.Authorization = new AuthenticationHeaderValue("Bearer", await ADALHelper.GetTokenSilent());
var searchResults = new List <Contact>();
string fetch = String.Format(@"<fetch version='1.0' output-format='xml-platform' top='50' mapping='logical' distinct='false'>
<entity name='contact'>
<attribute name='fullname' />
<attribute name='jobtitle' />
<order attribute='fullname' descending='false' />
<filter type='and'>
<condition attribute='fullname' operator='like' value='%{0}%' />
</filter>
<link-entity name='account' from='accountid' to='parentcustomerid' visible='false' link-type='outer' alias='ab'>
<attribute name='name' />
</link-entity>
</entity>
</fetch>", searchCriteria);
// Use FetchXML to get data
HttpResponseMessage retrieveRes = await _proxy.GetAsync(string.Format("contacts?fetchXml={0}", System.Uri.EscapeDataString(fetch)));
JToken results = JObject.Parse(retrieveRes.Content.ReadAsStringAsync().Result)["value"];
foreach (JToken result in results)
{
// Instantiate Contact and fullfill partially
Contact contact = new Contact()
{
Id = (Guid)result["contactid"],
FullName = result["fullname"].ToString(),
// Combine Company Name and JobTitle
ParentCompany = (result["ab_x002e_name"] != null) ? result["ab_x002e_name"].ToString() : "",
JobTitle = (result["jobtitle"] != null) ? result["jobtitle"].ToString() : ""
};
searchResults.Add(contact);
}
return(searchResults);
}
/// <summary>
/// This method delete task record
/// </summary>
/// <param name="activity">Activity Record to delete</param>
public async Task DeleteTask(Activity activity)
{
// Get AccessToken
_proxy.DefaultRequestHeaders.Authorization = new AuthenticationHeaderValue("Bearer", await ADALHelper.GetTokenSilent());
HttpRequestMessage deleteReq = new HttpRequestMessage(new HttpMethod("PATCH"), "tasks(" + activity.Id + ")");
await _proxy.DeleteAsync("tasks(" + activity.Id + ")");
}
/// <summary>
/// This method firstly create task, then complete it if passed task does not have id.
/// If passed entity has id, then change state back to active first, update data, then
/// complete it again.
/// </summary>
/// <param name="activity">Activity Record to update</param>
/// <param name="contact">Contact Record for regarding information</param>
public async Task UpsertTask(Activity activity, Contact contact)
{
// Get AccessToken
_proxy.DefaultRequestHeaders.Authorization = new AuthenticationHeaderValue("Bearer", await ADALHelper.GetTokenSilent());
// If passed data does not have id, then its new operation.
if (activity.Id == null || activity.Id == Guid.Empty)
{
// Create task object
JObject task = new JObject();
task["subject"] = activity.Subject;
task["actualstart"] = activity.ActualEnd;
task["actualend"] = activity.ActualEnd;
task["description"] = activity.Notes;
task["*****@*****.**"] = "/contacts(" + contact.Id + ")";
// Create record first
HttpRequestMessage createReq = new HttpRequestMessage(HttpMethod.Post, "tasks");
createReq.Content = new StringContent(JsonConvert.SerializeObject(
task, new JsonSerializerSettings()
{
DefaultValueHandling = DefaultValueHandling.Ignore
}));
createReq.Content.Headers.ContentType = MediaTypeHeaderValue.Parse("application/json");
HttpResponseMessage result = await _proxy.SendAsync(createReq);
// Then update the status to close it.
task = new JObject();
task["statecode"] = 1;
task["statuscode"] = 5;
HttpRequestMessage updateReq = new HttpRequestMessage(new HttpMethod("PATCH"), result.Headers.Location.LocalPath);
updateReq.Content = new StringContent(JsonConvert.SerializeObject(
task, new JsonSerializerSettings()
{
DefaultValueHandling = DefaultValueHandling.Ignore
}), Encoding.UTF8, "application/json");
result = await _proxy.SendAsync(updateReq);
}
else
{
// Create Task object to re-open completed task
JObject task = new JObject();
task["statecode"] = 0;
task["statuscode"] = 3;
HttpRequestMessage updateReq = new HttpRequestMessage(new HttpMethod("PATCH"), "tasks(" + activity.Id + ")");
updateReq.Content = new StringContent(JsonConvert.SerializeObject(
task, new JsonSerializerSettings()
{
DefaultValueHandling = DefaultValueHandling.Ignore
}));
updateReq.Content.Headers.ContentType = MediaTypeHeaderValue.Parse("application/json");
HttpResponseMessage result = await _proxy.SendAsync(updateReq);
// Create task object to have new values. Set to complete it.
task = new JObject();
task["subject"] = activity.Subject;
task["actualstart"] = activity.ActualEnd;
task["actualend"] = activity.ActualEnd;
task["description"] = activity.Notes;
task["statecode"] = 1;
task["statuscode"] = 5;
updateReq = new HttpRequestMessage(new HttpMethod("PATCH"), "tasks(" + activity.Id + ")");
updateReq.Content = new StringContent(JsonConvert.SerializeObject(
task, new JsonSerializerSettings()
{
DefaultValueHandling = DefaultValueHandling.Ignore
}));
updateReq.Content.Headers.ContentType = MediaTypeHeaderValue.Parse("application/json");
result = await _proxy.SendAsync(updateReq);
}
}
/// <summary>
/// This method retrives a taks as late bound.
/// </summary>
/// <param name="id">Activity Id</param>
/// <returns>Activity Record</returns>
public async Task <Activity> RetrieveTask(Guid id)
{
// Get AccessToken
_proxy.DefaultRequestHeaders.Authorization = new AuthenticationHeaderValue("Bearer", await ADALHelper.GetTokenSilent());
HttpResponseMessage retrieveRes = await _proxy.GetAsync("tasks(" + id + ")?$select=subject,actualend,description");
JToken result = JObject.Parse(retrieveRes.Content.ReadAsStringAsync().Result);
Activity activity = new Activity()
{
Id = id,
Subject = result["subject"].ToString(),
ActualEnd = new DateTimeOffset((result["actualend"] != null) ? ((DateTime)result["actualend"]) : DateTime.Now),
Notes = (result["description"] != null) ? result["description"].ToString() : ""
};
// return result
return(activity);
}
/// <summary>
/// This method retrieves Activities for the Contact record
/// </summary>
/// <param name="id">Contact Id</param>
/// <returns>List of Completed Activities</returns>
public async Task <List <Activity> > RetrieveActivitiesOfContact(Guid id)
{
// Get AccessToken
_proxy.DefaultRequestHeaders.Authorization = new AuthenticationHeaderValue("Bearer", await ADALHelper.GetTokenSilent());
var searchResults = new List <Activity>();
string fetch = String.Format(@"<fetch version='1.0' output-format='xml-platform' top='50' mapping='logical' distinct='false'>
<entity name='activitypointer'>
<attribute name='activityid' />
<attribute name='activitytypecode' />
<attribute name='subject' />
<attribute name='statecode' />
<attribute name='actualend' />
<order attribute='actualend' descending='true' />
<filter type='and'>
<condition attribute='statecode' operator='eq' value='1' />
</filter>
<link-entity name='contact' from='contactid' to='regardingobjectid' alias='aa'>
<filter type='and'>
<condition attribute='contactid' operator='eq' value='{0}' />
</filter>
</link-entity>
</entity>
</fetch>", id.ToString());
// Use FetchXML to get data
HttpResponseMessage retrieveRes = await _proxy.GetAsync(string.Format("activitypointers?fetchXml={0}", System.Uri.EscapeDataString(fetch)));
JToken results = JObject.Parse(retrieveRes.Content.ReadAsStringAsync().Result)["value"];
foreach (JToken activityresult in results)
{
// Instantiate Contact and fullfill partially
// Instantiate Activity
Activity activity = new Activity()
{
Id = (Guid)activityresult["activityid"],
Subject = activityresult["subject"].ToString(),
ActualEndDate = ((System.DateTime)activityresult["actualend"]).ToString("d"),
ActivityTypeCode = activityresult["activitytypecode"].ToString()
};
// Assign icon depending on ActivityTypeCode. Add additional case when you need to.
switch (activityresult["activitytypecode"].ToString())
{
case "appointment":
activity.ActivityIcon = "../Assets/icon-activity-appt.png";
break;
case "task":
activity.ActivityIcon = "../Assets/icon-activity-note.png";
break;
case "phonecall":
activity.ActivityIcon = "../Assets/icon-activity-phone.png";
break;
default:
activity.ActivityIcon = "../Assets/icon-activity-generic.png";
break;
}
searchResults.Add(activity);
}
return(searchResults);
}
/// <summary>
/// This method retrives a contact as late bound.
/// </summary>
/// <param name="id">Contact Id</param>
/// <returns>Contact Record</returns>
public async Task <Contact> RetrieveContact(Guid id)
{
// Get AccessToken
_proxy.DefaultRequestHeaders.Authorization = new AuthenticationHeaderValue("Bearer", await ADALHelper.GetTokenSilent());
_proxy.DefaultRequestHeaders.Add("Prefer", "odata.include-annotations=\"*\"");
HttpResponseMessage retrieveRes = await _proxy.GetAsync("contacts(" + id + ")?$select=fullname,address1_composite,jobtitle,_parentcustomerid_value,emailaddress1,telephone1,entityimage");
JToken result = JObject.Parse(retrieveRes.Content.ReadAsStringAsync().Result);
Contact contact = new Contact()
{
Id = id,
FullName = result["fullname"].ToString(),
Address1 = (result["address1_composite"] != null) ? result["address1_composite"].ToString() : "",
JobTitle = (result["jobtitle"] != null) ? result["jobtitle"].ToString() : "",
ParentCompany = (result["_parentcustomerid_value"] != null) ? result["*****@*****.**"].ToString() : "",
Email1 = (result["emailaddress1"] != null) ? result["emailaddress1"].ToString() : "",
Telephone1 = (result["telephone1"] != null) ? result["telephone1"].ToString() : "",
EntityImage = (result["entityimage"].ToString() != "") ? System.Convert.FromBase64String(result["entityimage"].ToString()) : null
};
// Return the result
return(contact);
}