private ProspectData GetProspectDataFromWebService(API_PutResponse lead)
{
ProspectData prospectData = new ProspectData();
prospectData.ProspectGroupName = lead.prospectGroup;
prospectData.PriceListName = lead.priceListName;
prospectData.Priority = lead.prospectPriority;
prospectData.Score = lead.prspectScore;
prospectData.Percentile = lead.prospectPercentile;
prospectData.RateSource = lead.rateSource;
prospectData.PPRRate = lead.pprRate;
prospectData.SubRate = lead.subRate;
prospectData.Radius = lead.prospectRadius;
if (!string.IsNullOrEmpty(lead.prospectScoreBlankMessage))
{
prospectData.ProspectScoreBlankMessage = lead.prospectScoreBlankMessage;
}
else
{
prospectData.ProspectScoreBlankMessage = "Valid Address";
}
return(prospectData);
}
private void PopulatePriceListIdAndProspectGroup(IOrganizationService service, API_PutResponse leadObj, ProspectData prospectData)
{
EntityCollection priceLists = GetPriceListByName(leadObj.priceListName, service);
EntityCollection prospectGroups = GetProspectGroupByName(leadObj.prospectGroup, service);
if (priceLists.Entities.Count == 1)
{
prospectData.PriceListId = priceLists.Entities[0].Id;
}
if (prospectGroups.Entities.Count == 1)
{
prospectData.ProspectGroupId = prospectGroups.Entities[0].Id;
}
}
public void Execute(IServiceProvider serviceProvider)
{
string DEV_ENVIRONMENT_URL = "http://SMARTCRMSync.1800dentist.com/api";
string STAGE_ENVIRONMENT_URL = "http://SMARTCRMSyncStage.1800dentist.com/api";
string PROD_ENVIRONMENT_URL = "http://SMARTCRMSyncProd.1800dentist.com/api";
string smartCrmSyncWebServiceUrl = PROD_ENVIRONMENT_URL;
//Extract the tracing service for use in debugging sandboxed plug-ins....
ITracingService tracingService =
(ITracingService)serviceProvider.GetService(typeof(ITracingService));
//Obtain execution contest from the service provider....
IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
int step = 0;
string apiParmCreate = "";
string apiParmUpdate = "";
string apiParmAccCreate = "";
string url = "";
string Prospectscoreblankmsg = "";
bool updateAccount_GMNo = false;
bool createNewGMNo = false;
//Call Input parameter collection to get all the data passes....
if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity && context.Depth == 1)
{
Entity leadEntity = (Entity)context.InputParameters["Target"];
if (leadEntity.LogicalName != "lead")
{
return;
}
try
{
IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);
IOrganizationService impersonatedService = serviceFactory.CreateOrganizationService(null);
step = 0;
Guid accountid = Guid.Empty;
tracingService.Trace("fdx_accountcontext: {0}", leadEntity.Contains("fdx_accountcontext"));
//prevents account address update plugin to run below code
if (!leadEntity.Attributes.Contains("fdx_accountcontext"))
{
if (leadEntity.Attributes.Contains("parentaccountid"))
{
step = 1;
//Case 1: Lead when tagged with account
if (leadEntity.Attributes["parentaccountid"] != null)
{
step = 2;
#region Lead when tagged with account...
ColumnSet columns = new ColumnSet("name", "fdx_goldmineaccountnumber", "fdx_gonogo", "address1_line1", "address1_line2", "address1_city",
"fdx_stateprovinceid", "fdx_zippostalcodeid", "telephone1", "address1_country",
"fdx_prospectgroup", "defaultpricelevelid", "fdx_prospectpriority", "fdx_prospectscore", "fdx_prospectpercentile", "fdx_ratesource", "fdx_pprrate", "fdx_subrate", "fdx_prospectradius", "fdx_prospectdatalastupdated", "fdx_prospectscoreblankmessage");
Entity accountEntity = service.Retrieve("account", ((EntityReference)leadEntity.Attributes["parentaccountid"]).Id, columns);
accountid = accountEntity.Id;
//Case 1a: Lead when tagged with account having GM Accout Number
if (accountEntity.Attributes.Contains("fdx_goldmineaccountnumber"))
{
#region Fetch account's address fields and update lead...
step = 3;
if (accountEntity.Attributes.Contains("fdx_goldmineaccountnumber"))
{
leadEntity["fdx_goldmineaccountnumber"] = accountEntity.Attributes["fdx_goldmineaccountnumber"].ToString();
}
step = 4;
if (accountEntity.Attributes.Contains("fdx_gonogo"))
{
leadEntity["fdx_gonogo"] = ((OptionSetValue)accountEntity.Attributes["fdx_gonogo"]).Value;
}
step = 5;
if (accountEntity.Attributes.Contains("fdx_zippostalcodeid"))
{
leadEntity["fdx_zippostalcode"] = new EntityReference("fdx_zipcode", ((EntityReference)accountEntity.Attributes["fdx_zippostalcodeid"]).Id);
}
step = 6;
//if (accountEntity.Attributes.Contains("telephone1"))
// leadEntity["telephone2"] = Regex.Replace(accountEntity.Attributes["telephone1"].ToString(),@"[^0-9]+", "");
//leadEntity["telephone2"] = accountEntity.Attributes["telephone1"].ToString();
step = 7;
if (accountEntity.Attributes.Contains("name"))
{
leadEntity["companyname"] = accountEntity.Attributes["name"];
}
step = 8;
if (accountEntity.Attributes.Contains("address1_line1"))
{
leadEntity["address1_line1"] = accountEntity.Attributes["address1_line1"];
}
step = 9;
if (accountEntity.Attributes.Contains("address1_line2"))
{
leadEntity["address1_line2"] = accountEntity.Attributes["address1_line2"];
}
step = 10;
if (accountEntity.Attributes.Contains("address1_city"))
{
leadEntity["address1_city"] = accountEntity.Attributes["address1_city"];
}
step = 11;
if (accountEntity.Attributes.Contains("fdx_stateprovinceid"))
{
if (accountEntity.Attributes["fdx_stateprovinceid"] != null)
{
leadEntity["fdx_stateprovince"] = new EntityReference("fdx_state", ((EntityReference)accountEntity.Attributes["fdx_stateprovinceid"]).Id);
}
}
step = 12;
if (accountEntity.Attributes.Contains("address1_country"))
{
leadEntity["address1_country"] = accountEntity.Attributes["address1_country"];
}
ProspectData prospectData = GetProspectDataFromAccount(accountEntity);
UpdateLeadWithImpersonation(leadEntity.Id, impersonatedService, prospectData);
#endregion
}
//Case 1b: Lead when tagged with account which doesn't having GM Accout Number
else
{
#region Fetch account's address fields and do create api call...
updateAccount_GMNo = true;
#region Call and update from API....
step = 70;
if (accountEntity.Attributes.Contains("fdx_zippostalcodeid"))
{
leadEntity["fdx_zippostalcode"] = new EntityReference("fdx_zipcode", ((EntityReference)accountEntity.Attributes["fdx_zippostalcodeid"]).Id);
apiParmAccCreate += string.Format("Zip={0}", (service.Retrieve("fdx_zipcode", ((EntityReference)accountEntity.Attributes["fdx_zippostalcodeid"]).Id, new ColumnSet("fdx_zipcode"))).Attributes["fdx_zipcode"].ToString());
}
step = 71;
if (accountEntity.Attributes.Contains("telephone1"))
{
//leadEntity["telephone2"] = Regex.Replace(accountEntity.Attributes["telephone1"].ToString(),@"[^0-9]+", "");
//leadEntity["telephone2"] = accountEntity.Attributes["telephone1"].ToString();
apiParmAccCreate += string.Format("&Phone1={0}", Regex.Replace(accountEntity.Attributes["telephone1"].ToString(), @"[^0-9]+", ""));
//apiParmAccCreate += string.Format("&Phone1={0}", accountEntity.Attributes["telephone1"].ToString());
}
step = 72;
if (accountEntity.Attributes.Contains("name"))
{
leadEntity["companyname"] = accountEntity.Attributes["name"].ToString();
apiParmAccCreate += string.Format("&Company={0}", accountEntity.Attributes["name"].ToString());
}
step = 73;
if (accountEntity.Attributes.Contains("address1_line1"))
{
leadEntity["address1_line1"] = accountEntity.Attributes["address1_line1"].ToString();
apiParmAccCreate += string.Format("&Address1={0}", accountEntity.Attributes["address1_line1"].ToString());
}
step = 74;
if (accountEntity.Attributes.Contains("address1_line2"))
{
leadEntity["address1_line2"] = accountEntity.Attributes["address1_line2"].ToString();
apiParmAccCreate += string.Format("&Address2={0}", accountEntity.Attributes["address1_line2"].ToString());
}
step = 75;
if (accountEntity.Attributes.Contains("address1_city"))
{
leadEntity["address1_city"] = accountEntity.Attributes["address1_city"];
apiParmAccCreate += string.Format("&City={0}", accountEntity.Attributes["address1_city"].ToString());
}
step = 76;
if (accountEntity.Attributes.Contains("fdx_stateprovinceid"))
{
if (accountEntity.Attributes["fdx_stateprovinceid"] != null)
{
leadEntity["fdx_stateprovince"] = new EntityReference("fdx_state", ((EntityReference)accountEntity.Attributes["fdx_stateprovinceid"]).Id);
apiParmAccCreate += string.Format("&State={0}", (service.Retrieve("fdx_state", ((EntityReference)accountEntity.Attributes["fdx_stateprovinceid"]).Id, new ColumnSet("fdx_statecode"))).Attributes["fdx_statecode"].ToString());
}
}
step = 77;
if (accountEntity.Attributes.Contains("address1_country"))
{
leadEntity["address1_country"] = accountEntity.Attributes["address1_country"].ToString();
apiParmAccCreate += string.Format("&Country={0}", accountEntity.Attributes["address1_country"].ToString());
}
#endregion
step = 78;
url = smartCrmSyncWebServiceUrl + "/lead/createlead?" + apiParmAccCreate;
createNewGMNo = true;
#endregion
}
#endregion
}
//Case 2: Lead when tagged account is removed
else
{
step = 13;
#region Fetch lead's address fields and do create api call...
Entity ExistingLead = service.Retrieve("lead", leadEntity.Id, new ColumnSet("firstname", "lastname", "telephone2", "companyname", "address1_line1", "address1_city", "fdx_stateprovince", "fdx_zippostalcode", "address1_country", "fdx_jobtitlerole", "fdx_goldmineaccountnumber"));//, ));
#region create api param string...
//get lead data from query like account basedon lead id
step = 14;
Guid zip = Guid.Empty;
if (leadEntity.Attributes.Contains("fdx_zippostalcode"))
{
zip = ((EntityReference)leadEntity.Attributes["fdx_zippostalcode"]).Id;
}
else if (ExistingLead.Attributes.Contains("fdx_zippostalcode"))
{
zip = ((EntityReference)ExistingLead.Attributes["fdx_zippostalcode"]).Id;
}
step = 15;
string zipcodetext = (service.Retrieve("fdx_zipcode", zip, new ColumnSet("fdx_zipcode"))).Attributes["fdx_zipcode"].ToString();
apiParmCreate += string.Format("Zip={0}", zipcodetext);
string firstName = ExistingLead.Attributes["firstname"].ToString();
step = 16;
string lastName = ExistingLead.Attributes["lastname"].ToString();
step = 17;
apiParmCreate += string.Format("&Contact={0} {1}", firstName, lastName);
string phone = Regex.Replace(ExistingLead.Attributes["telephone2"].ToString(), @"[^0-9]+", "");
//string phone = ExistingLead.Attributes["telephone2"].ToString();
apiParmCreate += string.Format("&Phone1={0}", phone);
step = 18;
string companyName = "";
if (ExistingLead.Attributes.Contains("companyname"))
{
companyName = ExistingLead.Attributes["companyname"].ToString();
apiParmCreate += string.Format("&Company={0}", companyName);
}
step = 19;
string title = "";
if (ExistingLead.Attributes.Contains("fdx_jobtitlerole"))
{
title = CRMQueryExpression.GetOptionsSetTextForValue(service, "lead", "fdx_jobtitlerole", ((OptionSetValue)ExistingLead.Attributes["fdx_jobtitlerole"]).Value);
apiParmCreate += string.Format("&Title={0}", title);
}
step = 20;
string address1 = "";
if (leadEntity.Attributes.Contains("address1_line1"))
{
address1 = leadEntity.Attributes["address1_line1"].ToString();
apiParmCreate += string.Format("&Address1={0}", address1);
}
else if (ExistingLead.Attributes.Contains("address1_line1"))
{
address1 = ExistingLead.Attributes["address1_line1"].ToString();
apiParmCreate += string.Format("&Address1={0}", address1);
}
step = 21;
string address2 = "";
if (leadEntity.Attributes.Contains("address1_line2"))
{
address2 = leadEntity.Attributes["address1_line2"].ToString();
apiParmCreate += string.Format("&Address2={0}", address2);
}
else if (ExistingLead.Attributes.Contains("address1_line2"))
{
address2 = ExistingLead.Attributes["address1_line2"].ToString();
apiParmCreate += string.Format("&Address2={0}", address2);
}
step = 22;
string city = "";
if (leadEntity.Attributes.Contains("address1_city"))
{
city = leadEntity.Attributes["address1_city"].ToString();
apiParmCreate += string.Format("&City={0}", city);
}
else if (ExistingLead.Attributes.Contains("address1_city"))
{
city = ExistingLead.Attributes["address1_city"].ToString();
apiParmCreate += string.Format("&City={0}", city);
}
step = 23;
string state = "";
if (leadEntity.Attributes.Contains("fdx_stateprovince"))
{
if (leadEntity.Attributes["fdx_stateprovince"] != null)
{
state = (service.Retrieve("fdx_state", ((EntityReference)leadEntity.Attributes["fdx_stateprovince"]).Id, new ColumnSet("fdx_statecode"))).Attributes["fdx_statecode"].ToString();
apiParmCreate += string.Format("&State={0}", state);
}
}
else if (ExistingLead.Attributes.Contains("fdx_stateprovince"))
{
if (ExistingLead.Attributes["fdx_stateprovince"] != null)
{
state = (service.Retrieve("fdx_state", ((EntityReference)ExistingLead.Attributes["fdx_stateprovince"]).Id, new ColumnSet("fdx_statecode"))).Attributes["fdx_statecode"].ToString();
apiParmCreate += string.Format("&State={0}", state);
}
}
step = 24;
string country = "";
if (leadEntity.Attributes.Contains("address1_country"))
{
country = leadEntity.Attributes["address1_country"].ToString();
apiParmCreate += string.Format("&Country={0}", country);
}
else if (ExistingLead.Attributes.Contains("address1_country"))
{
country = ExistingLead.Attributes["address1_country"].ToString();
apiParmCreate += string.Format("&Country={0}", country);
}
#endregion
step = 25;
url = smartCrmSyncWebServiceUrl + "/lead/createlead?" + apiParmAccCreate;
createNewGMNo = true;
step = 26;
#endregion
}
}
//Case 3: Lead with out any account tagged has a address change
if (step == 0)
{
#region Fetch lead's address fields and do update api call...
step = 51;
Entity ExistingLead = service.Retrieve("lead", leadEntity.Id, new ColumnSet("firstname", "lastname", "telephone2", "companyname", "address1_line1", "fdx_stateprovince", "address1_city", "fdx_zippostalcode", "address1_country", "fdx_jobtitlerole", "fdx_goldmineaccountnumber"));//, ));
#region create api param string...
//get lead data from query like account basedon lead id
step = 59;
string goldmineaccno = "";
if (ExistingLead.Attributes.Contains("fdx_goldmineaccountnumber"))
{
goldmineaccno = ExistingLead.Attributes["fdx_goldmineaccountnumber"].ToString();
//Encoded the GM Account Number to overcome problem with Special Characters
string encodedgm = WebUtility.UrlEncode(ExistingLead.Attributes["fdx_goldmineaccountnumber"].ToString());
apiParmUpdate += string.Format("&AccountNo_in={0}", encodedgm);
}
step = 52;
Guid zip = Guid.Empty;
if (leadEntity.Attributes.Contains("fdx_zippostalcode"))
{
zip = ((EntityReference)leadEntity.Attributes["fdx_zippostalcode"]).Id;
}
else if (ExistingLead.Attributes.Contains("fdx_zippostalcode"))
{
zip = ((EntityReference)ExistingLead.Attributes["fdx_zippostalcode"]).Id;
}
step = 53;
string zipcodetext = (service.Retrieve("fdx_zipcode", zip, new ColumnSet("fdx_zipcode"))).Attributes["fdx_zipcode"].ToString();
apiParmUpdate += string.Format("&Zip={0}", zipcodetext);
step = 54;
string companyName = "";
if (ExistingLead.Attributes.Contains("companyname"))
{
companyName = ExistingLead.Attributes["companyname"].ToString();
apiParmUpdate += string.Format("&Company={0}", companyName);
}
step = 55;
string address1 = "";
if (leadEntity.Attributes.Contains("address1_line1"))
{
address1 = leadEntity.Attributes["address1_line1"].ToString();
apiParmUpdate += string.Format("&Address1={0}", address1);
}
else if (ExistingLead.Attributes.Contains("address1_line1"))
{
address1 = ExistingLead.Attributes["address1_line1"].ToString();
apiParmUpdate += string.Format("&Address1={0}", address1);
}
step = 56;
string city = "";
if (leadEntity.Attributes.Contains("address1_city"))
{
city = leadEntity.Attributes["address1_city"].ToString();
apiParmUpdate += string.Format("&City={0}", city);
}
else if (ExistingLead.Attributes.Contains("address1_city"))
{
city = ExistingLead.Attributes["address1_city"].ToString();
apiParmUpdate += string.Format("&City={0}", city);
}
step = 57;
string state = "";
if (leadEntity.Attributes.Contains("fdx_stateprovince"))
{
if (leadEntity.Attributes["fdx_stateprovince"] != null)
{
state = (service.Retrieve("fdx_state", ((EntityReference)leadEntity.Attributes["fdx_stateprovince"]).Id, new ColumnSet("fdx_statecode"))).Attributes["fdx_statecode"].ToString();
apiParmUpdate += string.Format("&State={0}", state);
}
}
else if (ExistingLead.Attributes.Contains("fdx_stateprovince"))
{
if (ExistingLead.Attributes["fdx_stateprovince"] != null)
{
state = (service.Retrieve("fdx_state", ((EntityReference)ExistingLead.Attributes["fdx_stateprovince"]).Id, new ColumnSet("fdx_statecode"))).Attributes["fdx_statecode"].ToString();
apiParmUpdate += string.Format("&State={0}", state);
}
}
step = 58;
string country = "";
if (leadEntity.Attributes.Contains("address1_country"))
{
country = leadEntity.Attributes["address1_country"].ToString();
apiParmUpdate += string.Format("&Country={0}", country);
}
else if (ExistingLead.Attributes.Contains("address1_country"))
{
country = ExistingLead.Attributes["address1_country"].ToString();
apiParmUpdate += string.Format("&Country={0}", country);
}
#endregion
step = 60;
url = smartCrmSyncWebServiceUrl + "/lead/updatelead?" + apiParmUpdate;
step = 61;
#endregion
}
tracingService.Trace("URL: {0}", url);
tracingService.Trace("createNewGMNo: {0}", createNewGMNo);
#region Call and update from API....
if (!string.IsNullOrEmpty(url))
{
step = 41;
const string token = "8b6asd7-0775-4278-9bcb-c0d48f800112";
//This zipCode needs to be changed to that of Account
var uri = new Uri(url);
var request = WebRequest.Create(uri);
if (createNewGMNo)
{
request.Method = WebRequestMethods.Http.Post;
}
else
{
request.Method = WebRequestMethods.Http.Put;
}
request.ContentType = "application/json";
request.ContentLength = 0;
request.Headers.Add("Authorization", token);
step = 42;
using (var getResponse = request.GetResponse())
{
tracingService.Trace("createNewGMNo = " + createNewGMNo);
//This loop will be entered only if a new GM Account No is created only, and we will be calling POST method. And the response given by POST is serialised using Lead Class
if (createNewGMNo)
{
DataContractJsonSerializer serializer = new DataContractJsonSerializer(typeof(Lead));
Lead leadObj = new Lead();
step = 43;
leadObj = (Lead)serializer.ReadObject(getResponse.GetResponseStream());
step = 44;
tracingService.Trace("Output received is - " + leadObj);
leadEntity["fdx_goldmineaccountnumber"] = leadObj.goldMineId;
if (leadObj.goNoGo)
{
step = 45;
leadEntity["fdx_gonogo"] = new OptionSetValue(756480000);
}
else
{
step = 46;
leadEntity["fdx_gonogo"] = new OptionSetValue(756480001);
}
if ((!string.IsNullOrEmpty(leadObj.prospectScoreBlankMessage)))
{
Prospectscoreblankmsg = leadObj.prospectScoreBlankMessage;
}
ProspectData prospectData = GetProspectDataFromWebService(leadObj);
PopulatePriceListIdAndProspectGroup(service, leadObj, prospectData);
tracingService.Trace(GetProspectDataString(prospectData));
UpdateLeadWithImpersonation(leadEntity.Id, impersonatedService, prospectData);
tracingService.Trace("Prospect Data Updated");
if (updateAccount_GMNo)
{
Entity accountUpdate = new Entity("account")
{
Id = accountid
};
accountUpdate.Attributes["fdx_goldmineaccountnumber"] = leadObj.goldMineId;
accountUpdate.Attributes["fdx_gonogo"] = leadObj.goNoGo ? new OptionSetValue(756480000) : new OptionSetValue(756480001);
UpdateProspectDataOnAccount(accountUpdate, prospectData);
impersonatedService.Update(accountUpdate);
}
}
//This loop will be entered only if Address is changed for an existing GM Account No, and we will be calling PUT method. And the response given by POST is serialised using API_PutResponse Class
else
{
step = 47;
DataContractJsonSerializer PutSerializer = new DataContractJsonSerializer(typeof(API_PutResponse));
API_PutResponse LeadResponseObj = new API_PutResponse();
LeadResponseObj = (API_PutResponse)PutSerializer.ReadObject(getResponse.GetResponseStream());
if ((!string.IsNullOrEmpty(LeadResponseObj.prospectScoreBlankMessage)))
{
Prospectscoreblankmsg = LeadResponseObj.prospectScoreBlankMessage;
}
tracingService.Trace("ProspectScoreBlankMessage :" + Prospectscoreblankmsg);
if (LeadResponseObj.goNoGo)
{
step = 48;
leadEntity["fdx_gonogo"] = new OptionSetValue(756480000);
}
else
{
step = 49;
leadEntity["fdx_gonogo"] = new OptionSetValue(756480001);
}
ProspectData prospectData = GetProspectDataFromWebService(LeadResponseObj);
PopulatePriceListIdAndProspectGroup(service, LeadResponseObj, prospectData);
tracingService.Trace(GetProspectDataString(prospectData));
UpdateLeadWithImpersonation(leadEntity.Id, impersonatedService, prospectData);
tracingService.Trace("Prospect Data Updated");
}
}
}
step = 50;
#endregion
}
}
catch (FaultException <OrganizationServiceFault> ex)
{
tracingService.Trace("LeadAddressUpdate: step {0}, {1}", step, ex.ToString());
throw new InvalidPluginExecutionException(string.Format("An error occurred in the LeadAddressUpdate plug-in at Step {0}.", step), ex);
}
catch (Exception ex)
{
tracingService.Trace("LeadAddressUpdate: step {0}, {1}", step, ex.ToString());
throw;
}
}
}