/// <summary>
/// Obtain the key/value pairs for a CampaignActivity.
/// </summary>
/// <param name="campaign">CampaignActivity to turn into key/value pairs.</param>
/// <returns>Key/value pairs representing this CampaignActivity.</returns>
internal static IEnumerable <KeyValuePair <string, string> > GetParameters(CampaignActivity campaign)
{
if (!String.IsNullOrEmpty(campaign.Name))
{
yield return(KeyValuePair.Create("cn", campaign.Name));
}
if (!String.IsNullOrEmpty(campaign.Source))
{
yield return(KeyValuePair.Create("cs", campaign.Source));
}
if (!String.IsNullOrEmpty(campaign.Medium))
{
yield return(KeyValuePair.Create("cm", campaign.Medium));
}
if (!String.IsNullOrEmpty(campaign.Term))
{
yield return(KeyValuePair.Create("ck", campaign.Term));
}
if (!String.IsNullOrEmpty(campaign.Content))
{
yield return(KeyValuePair.Create("cc", campaign.Content));
}
}
public CampaignActivityEditModel GetActivityEditModel(long activityId, long campaignId)
{
CampaignActivity activity = null;
if (activityId > 0)
{
activity = _campaignActivityRepository.GetById(activityId);
}
var campaign = _campaignRepository.GetById(campaignId);
var model = activity != null?CampaignActivityDomainToModel(activity) : new CampaignActivityEditModel();
model.CampaigndId = campaignId;
model.CampaignStartDate = campaign.StartDate;
model.CampaignEndDate = campaign.EndDate;
if (activityId > 0)
{
var activityAssignments = _campaignActivityAssignmentRepository.GetByCampaignActivityId(model.ActivityId);
if (activityAssignments != null && activityAssignments.Any())
{
var assignedUserNamePair = _organizationRoleUserRepository.GetNameIdPairofUsers(activityAssignments.Select(x => x.AssignedToOrgRoleUserId).ToArray());
model.Assignments = GetCampaignAssignments(assignedUserNamePair, model.ActivityId);
}
}
return(model);
}
/// <summary>
/// Obtain the key/value pairs for a CampaignActivity.
/// </summary>
/// <param name="campaign">CampaignActivity to turn into key/value pairs.</param>
/// <returns>Key/value pairs representing this CampaignActivity.</returns>
internal static IEnumerable <KeyValuePair <string, string> > GetParameters(CampaignActivity campaign)
{
yield return(KeyValuePair.Create("utmcsr", campaign.Source));
if (!String.IsNullOrEmpty(campaign.Name))
{
yield return(KeyValuePair.Create("utmccn", campaign.Name));
}
if (!String.IsNullOrEmpty(campaign.Medium))
{
yield return(KeyValuePair.Create("utmcmd", campaign.Medium));
}
if (!String.IsNullOrEmpty(campaign.Term))
{
yield return(KeyValuePair.Create("utmctr", campaign.Term));
}
if (!String.IsNullOrEmpty(campaign.Content))
{
yield return(KeyValuePair.Create("utmcct", campaign.Content));
}
yield return(KeyValuePair.Create(campaign.IsNewVisit ? "utmcn" : "utmcr", "1"));
}
public void UrchinActivityParameterBuilder_GetParameter_For_CampaignActivity_Returns_Correct_Values()
{
var activity = new CampaignActivity("source");
var parameters = UrchinActivityParameterBuilder.GetParameters(activity).ToDictionary(k => k.Key, v => v.Value);
Assert.AreEqual("source", parameters["utmcsr"]);
}
public void UrchinActivityParameterBuilder_GetParameter_For_CampaignActivity_Returns_Correct_Keys_When_Not_IsNewVisit()
{
var activity = new CampaignActivity("source");
var results = UrchinActivityParameterBuilder.GetParameters(activity).ToDictionary(k => k.Key, v => v);
var expectedKeys = new[] { "utmcsr", "utmcr" };
CollectionAssert.AreEquivalent(expectedKeys, results.Keys);
}
public void CampaignActivity_Constructor_With_All_Parameters_Sets_Correct_Properties()
{
var activity = new CampaignActivity("source");
Assert.AreEqual("source", activity.Source);
Assert.IsNull(activity.Name);
Assert.IsNull(activity.Medium);
Assert.IsNull(activity.Term);
Assert.IsNull(activity.Content);
}
private CampaignActivityEditModel CampaignActivityDomainToModel(CampaignActivity activity)
{
return(new CampaignActivityEditModel
{
ActivityId = activity.Id,
ActivityDate = activity.ActivityDate,
Sequence = activity.Sequence,
ActivityType = activity.TypeId,
DirectMailType = activity.DirectMailTypeId ?? 0,
Name = EnumExtension.GetDescription(((CampaignActivityType)activity.TypeId))
});
}
public async Task SaveTracking(Guid id)
{
try
{
_automailerContext.CampaignActivities.Add(CampaignActivity.Create(id));
await _automailerContext.SaveChangesAsync();
}
catch (Exception ex)
{
_logger.LogError(ex.Message);
}
}
public CampaignActivity Save(CampaignActivity domainObject)
{
using (var adapter = PersistenceLayer.GetDataAccessAdapter())
{
var entity = Mapper.Map <CampaignActivity, CampaignActivityEntity>(domainObject);
if (!adapter.SaveEntity(entity, true))
{
throw new PersistenceFailureException("Could not save Call Upload ");
}
return(Mapper.Map <CampaignActivityEntity, CampaignActivity>(entity));
}
}
public void CampaignActivity_Properties_Can_Be_Set()
{
var activity = new CampaignActivity("source")
{
Name = "name",
Medium = "medium",
Term = "term",
Content = "content",
IsNewVisit = true
};
Assert.AreEqual("name", activity.Name);
Assert.AreEqual("medium", activity.Medium);
Assert.AreEqual("term", activity.Term);
Assert.AreEqual("content", activity.Content);
Assert.AreEqual(true, activity.IsNewVisit);
}
private void SaveActivity(long orgRoleId, long campaignId, CampaignActivityEditModel model)
{
CampaignActivity campaignActivity = null;
if (model.ActivityId > 0)
{
campaignActivity = _campaignActivityRepository.GetById(model.ActivityId);
}
var activity = GetCampaignActivityModeltoDomain(campaignActivity, model, orgRoleId, campaignId);
activity = _campaignActivityRepository.Save(activity);
_campaignActivityAssignmentRepository.DeleteByCampaignId(activity.Id);
if (model.Assignments != null && model.Assignments.Any())
{
_campaignActivityAssignmentRepository.Save(activity.Id, model.Assignments.Select(x => x.AssignedOrgRoleUserId));
}
}
public void UrchinActivityParameterBuilder_GetParameter_For_CampaignActivity_Returns_Correct_Optional_Values()
{
var activity = new CampaignActivity("source")
{
Name = "name",
Medium = "medium",
Term = "term",
Content = "content"
};
var parameters = UrchinActivityParameterBuilder.GetParameters(activity).ToDictionary(k => k.Key, v => v.Value);
Assert.AreEqual("source", parameters["utmcsr"]);
Assert.AreEqual("name", parameters["utmccn"]);
Assert.AreEqual("medium", parameters["utmcmd"]);
Assert.AreEqual("term", parameters["utmctr"]);
Assert.AreEqual("content", parameters["utmcct"]);
}
private CampaignActivity GetCampaignActivityModeltoDomain(CampaignActivity domain, CampaignActivityEditModel model, long orgRoleId, long campaignId)
{
domain = domain ?? new CampaignActivity
{
DataRecorderMetaData = new DataRecorderMetaData(orgRoleId, DateTime.Now, DateTime.Now)
};
domain.Sequence = model.Sequence;
domain.TypeId = model.ActivityType;
domain.DirectMailTypeId = (model.ActivityType == (long)CampaignActivityType.DirectMail) ? (long?)model.DirectMailType : null;
if (model.ActivityDate.HasValue)
{
domain.ActivityDate = model.ActivityDate.Value;
}
domain.CampaignId = campaignId;
domain.DataRecorderMetaData.DataRecorderModifier = new OrganizationRoleUser(orgRoleId);
domain.DataRecorderMetaData.DateModified = DateTime.Now;
return(domain);
}
public void MeasurementActivityParameterBuilder_GetParameter_For_CampaignActivity_Returns_Correct_Values()
{
var activity = new CampaignActivity("source")
{
Name = "name",
Medium = "medium",
Term = "term",
Content = "content"
};
var parameters = MeasurementActivityParameterBuilder.GetParameters(activity).ToDictionary(k => k.Key, v => v.Value);
Assert.AreEqual(5, parameters.Keys.Count);
Assert.AreEqual("source", parameters["cs"]);
Assert.AreEqual("name", parameters["cn"]);
Assert.AreEqual("medium", parameters["cm"]);
Assert.AreEqual("term", parameters["ck"]);
Assert.AreEqual("content", parameters["cc"]);
}
private void DistributeCampaign()
{
Console.WriteLine("=== Creating and Distributing the Campaign ===");
// Create the campaign.
var campaign = new Campaign
{
Name = "Sample Campaign"
};
_originalCampaignId = _serviceProxy.Create(campaign);
NotifyEntityCreated(Campaign.EntityLogicalName, _originalCampaignId);
//<snippetDistributeCampaignFromMarketingList1>
// Copy the campaign.
var campaignCopyRequest = new CopyCampaignRequest
{
BaseCampaign = _originalCampaignId
};
var copyCampaignResponse =
(CopyCampaignResponse)_serviceProxy.Execute(campaignCopyRequest);
_campaignId = copyCampaignResponse.CampaignCopyId;
Console.WriteLine(" Copied the campaign to new campaign with GUID \r\n\t{{{0}}}",
_campaignId);
//</snippetDistributeCampaignFromMarketingList1>
var activity = new CampaignActivity
{
Subject = "Sample phone call",
ChannelTypeCode = new OptionSetValue((int)CampaignActivityChannelTypeCode.Phone),
RegardingObjectId = new EntityReference(
Campaign.EntityLogicalName, _campaignId)
};
_campaignActivityId = _serviceProxy.Create(activity);
NotifyEntityCreated(CampaignActivity.EntityLogicalName, _campaignActivityId);
// Find the current user to determine who the owner of the activity should be.
var whoAmI = new WhoAmIRequest();
var currentUser = (WhoAmIResponse)_serviceProxy.Execute(whoAmI);
//<snippetDistributeCampaignFromMarketingList2>
// Add the marketing list created earlier to the campaign.
var addListToCampaignRequest = new AddItemCampaignRequest
{
CampaignId = _campaignId,
EntityId = _copiedMarketingListId,
EntityName = List.EntityLogicalName,
};
_serviceProxy.Execute(addListToCampaignRequest);
Console.WriteLine(" Added the marketing list to the campaign.");
//</snippetDistributeCampaignFromMarketingList2>
//<snippetDistributeCampaignFromMarketingList3>
// Add the marketing list created earlier to the campaign activity.
var addListToActivityRequest = new AddItemCampaignActivityRequest
{
CampaignActivityId = _campaignActivityId,
ItemId = _copiedMarketingListId,
EntityName = List.EntityLogicalName
};
_serviceProxy.Execute(addListToActivityRequest);
Console.WriteLine(" Added the marketing list to the campaign activity.");
//</snippetDistributeCampaignFromMarketingList3>
// Create the phone call to use for distribution.
var phonecall = new PhoneCall
{
Subject = "Sample Phone Call"
};
//<snippetDistributeCampaignFromMarketingList4>
// Distribute and execute the campaign activity.
// PostWorkflowEvent signals Microsoft Dynamics CRM to actually create the phone call activities.
// Propagate also signals to Microsoft Dynamics CRM to create the phone call activities.
// OwnershipOptions indicates whom the created activities should be assigned
// to.
var distributeRequest = new DistributeCampaignActivityRequest
{
Activity = phonecall,
CampaignActivityId = _campaignActivityId,
Owner = new EntityReference(
SystemUser.EntityLogicalName, currentUser.UserId),
OwnershipOptions = PropagationOwnershipOptions.Caller,
PostWorkflowEvent = true,
Propagate = true,
SendEmail = false,
};
var distributeResponse =
(DistributeCampaignActivityResponse)_serviceProxy.Execute(distributeRequest);
Console.WriteLine(" Distributed and executed the campaign activity to the marketing list.");
//</snippetDistributeCampaignFromMarketingList4>
//<snippetDistributeCampaignFromMarketingList5>
// Retrieve the members that were distributed to.
var retrieveMembersRequest = new RetrieveMembersBulkOperationRequest
{
BulkOperationId = distributeResponse.BulkOperationId,
BulkOperationSource = (int)BulkOperationSource.CampaignActivity,
EntitySource = (int)EntitySource.Contact,
Query = new QueryExpression(Contact.EntityLogicalName)
};
var retrieveMembersResponse = (RetrieveMembersBulkOperationResponse)
_serviceProxy.Execute(retrieveMembersRequest);
Console.WriteLine(" Contacts with the following GUIDs were distributed to:");
//</snippetDistributeCampaignFromMarketingList5>
foreach (var member in retrieveMembersResponse.EntityCollection.Entities)
{
Console.WriteLine("\t{{{0}}}", member.Id);
}
}
/// <summary>
/// Executes the workflow activity.
/// </summary>
/// <param name="executionContext">The execution context.</param>
protected override void Execute(CodeActivityContext executionContext)
{
// Create the tracing service
ITracingService tracingService = executionContext.GetExtension <ITracingService>();
ITracingService t = tracingService;
if (tracingService == null)
{
throw new InvalidPluginExecutionException("Failed to retrieve tracing service.");
}
tracingService.Trace("Entered DistributeCampaignActivityEmails.Execute(), Activity Instance Id: {0}, Workflow Instance Id: {1}",
executionContext.ActivityInstanceId,
executionContext.WorkflowInstanceId);
// Create the context
IWorkflowContext context = executionContext.GetExtension <IWorkflowContext>();
if (context == null)
{
throw new InvalidPluginExecutionException("Failed to retrieve workflow context.");
}
tracingService.Trace("DistributeCampaignActivityEmails.Execute(), Correlation Id: {0}, Initiating User: {1}",
context.CorrelationId,
context.InitiatingUserId);
IOrganizationServiceFactory serviceFactory = executionContext.GetExtension <IOrganizationServiceFactory>();
IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);
t.Trace("Get the inputEntity. ");
Entity inputEntity = service.Retrieve(
context.PrimaryEntityName, context.PrimaryEntityId, new ColumnSet {
AllColumns = true
});
t.Trace("Cast to a CampaignActivity. ");
CampaignActivity entity = (CampaignActivity)inputEntity;
try
{
// This custom workflow runs a DistributeCampaignActivityRequest using the email
// template Guid set in the Campaign Activity.
# region Campaign Activity entity error checking.
t.Trace("Error checking. ");
// Make sure this entity is a Campaign Activity, its Status Reason is Open, and it
// has a valid Email Template.
if (inputEntity.LogicalName != "campaignactivity")
{
t.Trace("This isn't a Campaign Activity.");
throw new InvalidPluginExecutionException();
}
if (String.IsNullOrEmpty(entity.cldrkt_EmailTemplateID))
{
t.Trace("The email template field is empty.");
throw new InvalidPluginExecutionException();
}
Guid emailTemplateId = Guid.Empty;
Guid.TryParse(entity.cldrkt_EmailTemplateID, out emailTemplateId); // Guid.Empty if false.
if (emailTemplateId == Guid.Empty)
{
t.Trace("The email template field has data, but it isn't a valid Guid.");
throw new InvalidPluginExecutionException();
}
QueryExpression templateQuery = new QueryExpression
{
EntityName = Template.EntityLogicalName,
ColumnSet = new ColumnSet {
AllColumns = true
},
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression {
AttributeName = "templateid",
Operator = ConditionOperator.Equal,
Values = { emailTemplateId},
}
}
}
};
t.Trace("Looking up the email Template.");
Entity template = service.RetrieveMultiple(templateQuery).Entities.FirstOrDefault();
if (template == null)
{
t.Trace("This is a valid Guid, but it doesn't match an existing email template.");
throw new InvalidPluginExecutionException();
}
# endregion
private void DistributeCampaign()
{
Console.WriteLine("=== Creating and Distributing the Campaign ===");
// Create the campaign.
var campaign = new Campaign
{
Name = "Sample Campaign"
};
_originalCampaignId = _serviceProxy.Create(campaign);
NotifyEntityCreated(Campaign.EntityLogicalName, _originalCampaignId);
//<snippetDistributeCampaignFromMarketingList1>
// Copy the campaign.
var campaignCopyRequest = new CopyCampaignRequest
{
BaseCampaign = _originalCampaignId
};
var copyCampaignResponse =
(CopyCampaignResponse)_serviceProxy.Execute(campaignCopyRequest);
_campaignId = copyCampaignResponse.CampaignCopyId;
Console.WriteLine(" Copied the campaign to new campaign with GUID \r\n\t{{{0}}}",
_campaignId);
//</snippetDistributeCampaignFromMarketingList1>
var activity = new CampaignActivity
{
Subject = "Sample phone call",
ChannelTypeCode = new OptionSetValue((int)CampaignActivityChannelTypeCode.Phone),
RegardingObjectId = new EntityReference(
Campaign.EntityLogicalName, _campaignId)
};
_campaignActivityId = _serviceProxy.Create(activity);
NotifyEntityCreated(CampaignActivity.EntityLogicalName, _campaignActivityId);
// Find the current user to determine who the owner of the activity should be.
var whoAmI = new WhoAmIRequest();
var currentUser = (WhoAmIResponse)_serviceProxy.Execute(whoAmI);
//<snippetDistributeCampaignFromMarketingList2>
// Add the marketing list created earlier to the campaign.
var addListToCampaignRequest = new AddItemCampaignRequest
{
CampaignId = _campaignId,
EntityId = _copiedMarketingListId,
EntityName = List.EntityLogicalName,
};
_serviceProxy.Execute(addListToCampaignRequest);
Console.WriteLine(" Added the marketing list to the campaign.");
//</snippetDistributeCampaignFromMarketingList2>
//<snippetDistributeCampaignFromMarketingList3>
// Add the marketing list created earlier to the campaign activity.
var addListToActivityRequest = new AddItemCampaignActivityRequest
{
CampaignActivityId = _campaignActivityId,
ItemId = _copiedMarketingListId,
EntityName = List.EntityLogicalName
};
_serviceProxy.Execute(addListToActivityRequest);
Console.WriteLine(" Added the marketing list to the campaign activity.");
//</snippetDistributeCampaignFromMarketingList3>
// Create the phone call to use for distribution.
var phonecall = new PhoneCall
{
Subject = "Sample Phone Call"
};
//<snippetDistributeCampaignFromMarketingList4>
// Distribute and execute the campaign activity.
// PostWorkflowEvent signals Microsoft Dynamics CRM to actually create the phone call activities.
// Propagate also signals to Microsoft Dynamics CRM to create the phone call activities.
// OwnershipOptions indicates whom the created activities should be assigned
// to.
var distributeRequest = new DistributeCampaignActivityRequest
{
Activity = phonecall,
CampaignActivityId = _campaignActivityId,
Owner = new EntityReference(
SystemUser.EntityLogicalName, currentUser.UserId),
OwnershipOptions = PropagationOwnershipOptions.Caller,
PostWorkflowEvent = true,
Propagate = true,
SendEmail = false,
};
var distributeResponse =
(DistributeCampaignActivityResponse)_serviceProxy.Execute(distributeRequest);
Console.WriteLine(" Distributed and executed the campaign activity to the marketing list.");
//</snippetDistributeCampaignFromMarketingList4>
//<snippetDistributeCampaignFromMarketingList5>
// Retrieve the members that were distributed to.
var retrieveMembersRequest = new RetrieveMembersBulkOperationRequest
{
BulkOperationId = distributeResponse.BulkOperationId,
BulkOperationSource = (int)BulkOperationSource.CampaignActivity,
EntitySource = (int)EntitySource.Contact,
Query = new QueryExpression(Contact.EntityLogicalName)
};
var retrieveMembersResponse = (RetrieveMembersBulkOperationResponse)
_serviceProxy.Execute(retrieveMembersRequest);
Console.WriteLine(" Contacts with the following GUIDs were distributed to:");
//</snippetDistributeCampaignFromMarketingList5>
foreach (var member in retrieveMembersResponse.EntityCollection.Entities)
{
Console.WriteLine("\t{{{0}}}", member.Id);
}
}
/// <summary>
/// This method first connects to the Organization service. Afterwards a dynamic
/// list is created and associated to the campaign and the campaign's activity.
/// Then the dynamic list is copied to a static list and associated with the same
/// campaign and campaign activity. Finally the sample distributes the campaign
/// to both the dynamic and static lists.
/// </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();
CreateRequiredRecords();
#region Create Dynamic List
// Create FetchXml for marketing list's query which locates accounts
// in Seattle.
String fetchXml = @"<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>
<entity name='account'>
<attribute name='name' />
<attribute name='address1_city' />
<attribute name='primarycontactid' />
<attribute name='telephone1' />
<attribute name='accountid' />
<order attribute='name' descending='false' />
<filter type='and'>
<condition attribute='address1_city' operator='eq' value='seattle' />
</filter>
</entity>
</fetch>";
// Create dynamic list. Set the type to true to declare a dynamic
// list.
List dynamicList = new List()
{
Type = true,
ListName = "Dynamic List",
CreatedFromCode = new OptionSetValue((int)ListCreatedFromCode.Account),
Query = fetchXml
};
_dynamicListId = _serviceProxy.Create(dynamicList);
dynamicList.Id = _dynamicListId;
Console.WriteLine("Created dynamic list.");
#endregion
#region Associate dynamic list to campaign
// Create a campaign.
Campaign campaign = new Campaign()
{
Name = "Sample Campaign"
};
_campaignId = _serviceProxy.Create(campaign);
campaign.Id = _campaignId;
// Add the dynamic list to the campaign.
AddItemCampaignRequest addListToCampaignRequest =
new AddItemCampaignRequest()
{
CampaignId = _campaignId,
EntityId = _dynamicListId,
EntityName = List.EntityLogicalName,
};
_serviceProxy.Execute(addListToCampaignRequest);
Console.WriteLine("Added dynamic list to the campaign.");
// Create a campaign activity to distribute fax to the list members.
CampaignActivity campaignActivity = new CampaignActivity()
{
Subject = "Sample Campaign Activity",
ChannelTypeCode = new OptionSetValue((int)CampaignActivityChannelTypeCode.Fax),
RegardingObjectId = campaign.ToEntityReference()
};
_campaignActivityId = _serviceProxy.Create(campaignActivity);
// Add dynamic list to campaign activity.
AddItemCampaignActivityRequest addListToCampaignActivityRequest =
new AddItemCampaignActivityRequest()
{
CampaignActivityId = _campaignActivityId,
ItemId = _dynamicListId,
EntityName = List.EntityLogicalName
};
_serviceProxy.Execute(addListToCampaignActivityRequest);
Console.WriteLine("Added dynamic list to the campaign activity.");
#endregion
#region Associate static list to campaign
// Copy the dynamic list to a static list.
CopyDynamicListToStaticRequest copyRequest =
new CopyDynamicListToStaticRequest()
{
ListId = _dynamicListId
};
CopyDynamicListToStaticResponse copyResponse =
(CopyDynamicListToStaticResponse)_serviceProxy.Execute(copyRequest);
_staticListId = copyResponse.StaticListId;
Console.WriteLine("Copied dynamic list to a static list.");
// Add the static list to the campaign.
AddItemCampaignRequest addStaticListToCampaignRequest =
new AddItemCampaignRequest()
{
CampaignId = _campaignId,
EntityId = _staticListId,
EntityName = List.EntityLogicalName
};
_serviceProxy.Execute(addStaticListToCampaignRequest);
Console.WriteLine("Added static list to the campaign.");
// Add the static list to the campaign activity.
AddItemCampaignActivityRequest addStaticListToCampaignActivityRequest =
new AddItemCampaignActivityRequest()
{
CampaignActivityId = _campaignActivityId,
ItemId = _staticListId,
EntityName = List.EntityLogicalName
};
_serviceProxy.Execute(addStaticListToCampaignActivityRequest);
Console.WriteLine("Added static list to the campaign's activity.");
#endregion
#region Create fax for campaign's activity
// Create a fax.
Fax fax = new Fax()
{
Subject = "Example Fax"
};
Console.WriteLine("Created fax for campaign's activity.");
#endregion Create fax for campaign's activity
#region Distribute fax to the marketing list
// Distribute the campaign activity to the marketing lists.
DistributeCampaignActivityRequest distributeRequest =
new DistributeCampaignActivityRequest()
{
CampaignActivityId = _campaignActivityId,
Activity = fax,
Owner = new EntityReference("systemuser", _salesManagerId),
Propagate = true,
SendEmail = false,
PostWorkflowEvent = true
};
_serviceProxy.Execute(distributeRequest);
Console.WriteLine("Distributed fax to the marketing lists.");
#endregion Distribute fax to the marketing list
#region Retrieve collection of entities from marketing list
// Retrieve a collection of entities that correspond
// to all of the members in a marketing list
// This approach of retrieving list members allows you to dynamically
// retrieve the members of a list programmatically without requiring
// knowledge of the member entity type.
OrganizationServiceContext orgContext =
new OrganizationServiceContext(_serviceProxy);
var member = (from mb in orgContext.CreateQuery <List>()
where mb.Id == _dynamicListId
select mb).FirstOrDefault();
string fetchQuery = member.Query;
RetrieveMultipleRequest memberRequest = new RetrieveMultipleRequest();
FetchExpression fetch = new FetchExpression(fetchQuery);
memberRequest.Query = fetch;
RetrieveMultipleResponse memberResponse =
(RetrieveMultipleResponse)_serviceProxy.Execute(memberRequest);
Console.WriteLine("Retrieved collection of entities from a marketing list.");
#endregion Retrieve collection of entities from marketing list
DeleteRequiredRecords(promptforDelete);
}
}
// Catch any service fault exceptions that Microsoft Dynamics CRM throws.
catch (FaultException <Microsoft.Xrm.Sdk.OrganizationServiceFault> )
{
// You can handle an exception here or pass it back to the calling method.
throw;
}
}
/// <summary>
/// Executes the workflow activity.
/// </summary>
/// <param name="executionContext">The execution context.</param>
protected override void Execute(CodeActivityContext executionContext) {
// Create the tracing service
ITracingService tracingService = executionContext.GetExtension<ITracingService>();
if (tracingService == null)
{
throw new InvalidPluginExecutionException("Failed to retrieve tracing service.");
}
tracingService.Trace("Entered GetCampaignResponseFromWebPageView.Execute(), Activity Instance Id: {0}, Workflow Instance Id: {1}",
executionContext.ActivityInstanceId,
executionContext.WorkflowInstanceId);
// Create the context
IWorkflowContext context = executionContext.GetExtension<IWorkflowContext>();
if (context == null)
{
throw new InvalidPluginExecutionException("Failed to retrieve workflow context.");
}
tracingService.Trace("GetCampaignResponseFromWebPageView.Execute(), Correlation Id: {0}, Initiating User: {1}",
context.CorrelationId,
context.InitiatingUserId);
ITracingService t = tracingService;
IOrganizationServiceFactory serviceFactory = executionContext.GetExtension<IOrganizationServiceFactory>();
IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);
try
{
// If we have a CampaignActivityId in the URL, create a CampaignResponse and map it
// to the Web Page View. If we have a CampaignResponseCustomer in the URL, add that
// Contact to the CampaignResponse and Web Page View.
// Get the Page View from the workflow context.
t.Trace("1. Get the Page View from the workflow context and default the driving variables.");
cldrkt_pageview pageView = (cldrkt_pageview)service.Retrieve(
context.PrimaryEntityName, context.PrimaryEntityId, new ColumnSet { AllColumns = true });
CampaignActivity campaignActivity = new CampaignActivity();
CampaignResponse campaignResponse = new CampaignResponse();
Contact contact = new Contact();
#region Process the Campaign Customer, if any.
// Get the Campaign Customer, if any.
t.Trace("c1. Get the Campaign Customer, if any...");
Guid contactId = Guid.Empty;
t.Trace("pageView.cldrkt_CampaignResponseCustomerId: " + pageView.cldrkt_CampaignResponseCustomerId);
if (String.IsNullOrWhiteSpace(pageView.cldrkt_CampaignResponseCustomerId))
{
contactId = Guid.Empty;
t.Trace("contactId: " + contactId.ToString());
}
else
{
Guid.TryParse(pageView.cldrkt_CampaignResponseCustomerId, out contactId);
if (contactId != Guid.Empty)
{
t.Trace("c2. Look up the Campaign Customer...");
contact = (Contact)service.Retrieve(Contact.EntityLogicalName, contactId, new ColumnSet { AllColumns = true });
t.Trace("contactId: " + contactId.ToString());
t.Trace("contact.Id: " + contact.Id.ToString());
if (contact != null)
{
// Add the Campaign Activity Customer to the Campaign Response and Page View
t.Trace("c3. Add the Campaign Activity Customer to the Campaign Response and Page View");
campaignResponse.Customer = new ActivityParty[]
{
new ActivityParty {PartyId = new EntityReference (contact.LogicalName, contact.Id)}
};
pageView.cldrkt_CampaignResponseCustomer = new EntityReference {
Id = contact.Id,
LogicalName = contact.LogicalName,
};
}
}
}
#endregion Process the Campaign Customer, if any.
#region Process the Campaign Activity, if any.
// Get the Campaign Activity, if any.
t.Trace("ca1. Get the Campaign Activity, if any...");
Guid campaignActivityId = Guid.Empty;
t.Trace("pageView.cldrkt_CampaignActivityId: " + pageView.cldrkt_CampaignActivityId);
if (String.IsNullOrWhiteSpace(pageView.cldrkt_CampaignActivityId))
{
campaignActivityId = Guid.Empty;
t.Trace("campaignActivityId: " + campaignActivityId);
}
else
{
Guid.TryParse(pageView.cldrkt_CampaignActivityId, out campaignActivityId);
if (campaignActivityId != Guid.Empty) // Look up the Campaign Activity
{
t.Trace("ca2. Look up the Campaign Activity...");
campaignActivity = (CampaignActivity)service.Retrieve(
CampaignActivity.EntityLogicalName, campaignActivityId, new ColumnSet { AllColumns = true });
t.Trace("campaignActivityId: " + campaignActivityId);
t.Trace("campaignActivity.Id: " + campaignActivity.Id.ToString());
if (campaignActivity != null) // Process for a Campaign Activity
{
// Create a Campaign Response.
t.Trace("ca3. Create a Campaign Response...");
campaignResponse.ChannelTypeCode = new OptionSetValue(636280000);
campaignResponse.OriginatingActivityId = new EntityReference {
Id = campaignActivity.Id,
LogicalName = CampaignActivity.EntityLogicalName,
};
campaignResponse.RegardingObjectId = new EntityReference // Required, must be the parent campaign
{
Id = campaignActivity.RegardingObjectId.Id,
LogicalName = Campaign.EntityLogicalName,
};
campaignResponse.ReceivedOn = pageView.CreatedOn;
campaignResponse.Subject = pageView.cldrkt_name;
campaignResponse.ActivityId = service.Create(campaignResponse);
t.Trace("campaignResponse.ActivityId: " + campaignResponse.ActivityId);
t.Trace("campaignResponse.Id: " + campaignResponse.Id.ToString());
// Update the Campaign Response.
t.Trace("ca4. Update the Campaign Response.");
t.Trace("campaignResponse.Id: " + campaignResponse.Id);
if (campaignResponse.Id != Guid.Empty)
{
service.Update(campaignResponse);
t.Trace("campaignResponse.Id = " + campaignResponse.Id.ToString());
}
// Add the Campaign Activity to the Page View.
t.Trace("4. Add the Campaign Activity to the Page View");
pageView.cldrkt_Campaign = new EntityReference {
Id = campaignActivity.RegardingObjectId.Id,
LogicalName = campaignActivity.RegardingObjectId.LogicalName,
};
pageView.cldrkt_CampaignActivity = new EntityReference {
Id = campaignActivity.Id,
LogicalName = campaignActivity.LogicalName,
};
pageView.cldrkt_CampaignResponse = new EntityReference {
Id = campaignResponse.Id,
LogicalName = campaignResponse.LogicalName,
};
}
}
}
#endregion Process the Campaign Activity, if any.
#region Set the day of the week, in Pacific Time Zone from UTC cldrkt_createdon.
DateTime createdOn = (DateTime)pageView["createdon"];
createdOn = DateTime.SpecifyKind(createdOn, DateTimeKind.Utc);
TimeZoneInfo timeZone = TimeZoneInfo.FindSystemTimeZoneById("Pacific Standard Time");
string dayOfWeek = TimeZoneInfo.ConvertTimeFromUtc(createdOn, timeZone).DayOfWeek.ToString().Substring(0, 3);
// Get the Days of the Week Option Set metadata.
RetrieveOptionSetRequest optionSetRequest = new RetrieveOptionSetRequest { Name = "cldrkt_daysoftheweek" };
RetrieveOptionSetResponse optionSetResponse = (RetrieveOptionSetResponse)service.Execute(optionSetRequest);
OptionSetMetadata optionSetMetaData = (OptionSetMetadata)optionSetResponse.OptionSetMetadata;
// Look up the OptionSetValue Value using dayOfWeek.
OptionSetValue optionSetValue = new OptionSetValue {
Value = (Int32)optionSetMetaData.Options
.FirstOrDefault(o => o.Label.UserLocalizedLabel.Label == dayOfWeek).Value,
};
// outputDayOfTheWeek.Set(executionContext, dayOfWeek);
pageView["cldrkt_createdonweekdayoptionset"] = optionSetValue;
#endregion Set the day of the week, in Pacific Time Zone from UTC cldrkt_createdon.
// Update the Page View.
t.Trace("10. Update the Page View.");
service.Update(pageView);
// throw new InvalidPluginExecutionException("Finished processing the Page View update.");
}
catch (FaultException<OrganizationServiceFault> e)
{
tracingService.Trace("Exception: {0}", e.ToString());
// Handle the exception.
throw;
}
tracingService.Trace("Exiting GetCampaignResponseFromWebPageView.Execute(), Correlation Id: {0}", context.CorrelationId);
}
private IEnumerable <CampaignActivityAssignmentEditModel> GetActivityAssignment(IEnumerable <CampaignActivityAssignment> activityAssignments, IEnumerable <CampaignActivityAssignment> campaignActivityAssignment, CampaignActivity activity)
{
var activityAssigmentList = new List <CampaignActivityAssignmentEditModel>();
if (activityAssignments != null && campaignActivityAssignment.Any())
{
var assignedUserNamePair =
_organizationRoleUserRepository.GetNameIdPairofUsers(
activityAssignments.Select(x => x.AssignedToOrgRoleUserId).ToArray());
activityAssigmentList.AddRange(assignedUserNamePair.Select(assignment => new CampaignActivityAssignmentEditModel
{
AssignedOrgRoleUserId = assignment.FirstValue,
Name = assignment.SecondValue,
CampaignActivityId = activity.Id
}));
}
return(activityAssigmentList);
}
/// <summary>
/// This method first connects to the Organization service. Afterwards a dynamic
/// list is created and associated to the campaign and the campaign's activity.
/// Then the dynamic list is copied to a static list and associated with the same
/// campaign and campaign activity. Finally the sample distributes the campaign
/// to both the dynamic and static lists.
/// </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
{
//<snippetMarketingAutomation1>
// 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();
#region Create Dynamic List
// Create FetchXml for marketing list's query which locates accounts
// in Seattle.
String fetchXml = @"<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>
<entity name='account'>
<attribute name='name' />
<attribute name='address1_city' />
<attribute name='primarycontactid' />
<attribute name='telephone1' />
<attribute name='accountid' />
<order attribute='name' descending='false' />
<filter type='and'>
<condition attribute='address1_city' operator='eq' value='seattle' />
</filter>
</entity>
</fetch>";
//<snippetAddItemCampaign>
// Create dynamic list. Set the type to true to declare a dynamic
// list.
List dynamicList = new List()
{
Type = true,
ListName = "Dynamic List",
CreatedFromCode = new OptionSetValue((int)ListCreatedFromCode.Account),
Query = fetchXml
};
_dynamicListId = _serviceProxy.Create(dynamicList);
dynamicList.Id = _dynamicListId;
Console.WriteLine("Created dynamic list.");
#endregion
#region Associate dynamic list to campaign
// Create a campaign.
Campaign campaign = new Campaign()
{
Name = "Sample Campaign"
};
_campaignId = _serviceProxy.Create(campaign);
campaign.Id = _campaignId;
// Add the dynamic list to the campaign.
AddItemCampaignRequest addListToCampaignRequest =
new AddItemCampaignRequest()
{
CampaignId = _campaignId,
EntityId = _dynamicListId,
EntityName = List.EntityLogicalName,
};
_serviceProxy.Execute(addListToCampaignRequest);
Console.WriteLine("Added dynamic list to the campaign.");
//</snippetAddItemCampaign>
//<snippetAddItemCampaignActivity>
// Create a campaign activity to distribute fax to the list members.
CampaignActivity campaignActivity = new CampaignActivity()
{
Subject = "Sample Campaign Activity",
ChannelTypeCode = new OptionSetValue((int)CampaignActivityChannelTypeCode.Fax),
RegardingObjectId = campaign.ToEntityReference()
};
_campaignActivityId = _serviceProxy.Create(campaignActivity);
// Add dynamic list to campaign activity.
AddItemCampaignActivityRequest addListToCampaignActivityRequest =
new AddItemCampaignActivityRequest()
{
CampaignActivityId = _campaignActivityId,
ItemId = _dynamicListId,
EntityName = List.EntityLogicalName
};
_serviceProxy.Execute(addListToCampaignActivityRequest);
Console.WriteLine("Added dynamic list to the campaign activity.");
//</snippetAddItemCampaignActivity>
#endregion
#region Associate static list to campaign
//<snippetCopyDynamicListToStatic>
// Copy the dynamic list to a static list.
CopyDynamicListToStaticRequest copyRequest =
new CopyDynamicListToStaticRequest()
{
ListId = _dynamicListId
};
CopyDynamicListToStaticResponse copyResponse =
(CopyDynamicListToStaticResponse)_serviceProxy.Execute(copyRequest);
_staticListId = copyResponse.StaticListId;
Console.WriteLine("Copied dynamic list to a static list.");
//</snippetCopyDynamicListToStatic>
// Add the static list to the campaign.
AddItemCampaignRequest addStaticListToCampaignRequest =
new AddItemCampaignRequest()
{
CampaignId = _campaignId,
EntityId = _staticListId,
EntityName = List.EntityLogicalName
};
_serviceProxy.Execute(addStaticListToCampaignRequest);
Console.WriteLine("Added static list to the campaign.");
// Add the static list to the campaign activity.
AddItemCampaignActivityRequest addStaticListToCampaignActivityRequest =
new AddItemCampaignActivityRequest()
{
CampaignActivityId = _campaignActivityId,
ItemId = _staticListId,
EntityName = List.EntityLogicalName
};
_serviceProxy.Execute(addStaticListToCampaignActivityRequest);
Console.WriteLine("Added static list to the campaign's activity.");
#endregion
#region Create fax for campaign's activity
// Create a fax.
Fax fax = new Fax()
{
Subject = "Example Fax"
};
Console.WriteLine("Created fax for campaign's activity.");
#endregion Create fax for campaign's activity
#region Distribute fax to the marketing list
//<snippetDistributeCampaignActivity>
// Distribute the campaign activity to the marketing lists.
DistributeCampaignActivityRequest distributeRequest =
new DistributeCampaignActivityRequest()
{
CampaignActivityId = _campaignActivityId,
Activity = fax,
Owner = new EntityReference("systemuser", _salesManagerId),
Propagate = true,
SendEmail = false,
PostWorkflowEvent = true
};
_serviceProxy.Execute(distributeRequest);
Console.WriteLine("Distributed fax to the marketing lists.");
//</snippetDistributeCampaignActivity>
#endregion Distribute fax to the marketing list
#region Retrieve collection of entities from marketing list
// Retrieve a collection of entities that correspond
// to all of the members in a marketing list
// This approach of retrieving list members allows you to dynamically
// retrieve the members of a list programmatically without requiring
// knowledge of the member entity type.
OrganizationServiceContext orgContext =
new OrganizationServiceContext(_serviceProxy);
var member = (from mb in orgContext.CreateQuery<List>()
where mb.Id == _dynamicListId
select mb).FirstOrDefault();
string fetchQuery = member.Query;
RetrieveMultipleRequest memberRequest = new RetrieveMultipleRequest();
FetchExpression fetch = new FetchExpression(fetchQuery);
memberRequest.Query = fetch;
RetrieveMultipleResponse memberResponse =
(RetrieveMultipleResponse)_serviceProxy.Execute(memberRequest);
Console.WriteLine("Retrieved collection of entities from a marketing list.");
#endregion Retrieve collection of entities from marketing list
DeleteRequiredRecords(promptforDelete);
}
//</snippetMarketingAutomation1>
}
// 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;
}
}
[STAThread] // Required to support the interactive login experience
static void Main(string[] args)
{
CrmServiceClient service = null;
try
{
service = SampleHelpers.Connect("Connect");
if (service.IsReady)
{
// Create any entity records that the demonstration code requires
SetUpSample(service);
#region Demonstrate
// Create FetchXml for marketing list's query which locates accounts
// in Seattle.
String fetchXml = @"<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>
<entity name='account'>
<attribute name='name' />
<attribute name='address1_city' />
<attribute name='primarycontactid' />
<attribute name='telephone1' />
<attribute name='accountid' />
<order attribute='name' descending='false' />
<filter type='and'>
<condition attribute='address1_city' operator='eq' value='seattle' />
</filter>
</entity>
</fetch>";
// Create dynamic list. Set the type to true to declare a dynamic
// list.
List dynamicList = new List()
{
Type = true,
ListName = "Dynamic List",
CreatedFromCode = new OptionSetValue((int)ListCreatedFromCode.Account),
Query = fetchXml
};
_dynamicListId = service.Create(dynamicList);
dynamicList.Id = _dynamicListId;
Console.WriteLine("Created dynamic list.");
#endregion
#region Associate dynamic list to campaign
// Create a campaign.
var campaign = new Campaign()
{
Name = "Sample Campaign"
};
_campaignId = service.Create(campaign);
campaign.Id = _campaignId;
// Add the dynamic list to the campaign.
var addListToCampaignRequest =
new AddItemCampaignRequest()
{
CampaignId = _campaignId,
EntityId = _dynamicListId,
EntityName = List.EntityLogicalName,
};
service.Execute(addListToCampaignRequest);
Console.WriteLine("Added dynamic list to the campaign.");
// Create a campaign activity to distribute fax to the list members.
CampaignActivity campaignActivity = new CampaignActivity()
{
Subject = "Sample Campaign Activity",
ChannelTypeCode = new OptionSetValue((int)CampaignActivityChannelTypeCode.Fax),
RegardingObjectId = campaign.ToEntityReference()
};
_campaignActivityId = service.Create(campaignActivity);
// Add dynamic list to campaign activity.
var addListToCampaignActivityRequest =
new AddItemCampaignActivityRequest()
{
CampaignActivityId = _campaignActivityId,
ItemId = _dynamicListId,
EntityName = List.EntityLogicalName
};
service.Execute(addListToCampaignActivityRequest);
Console.WriteLine("Added dynamic list to the campaign activity.");
#endregion
#region Associate static list to campaign
// Copy the dynamic list to a static list.
var copyRequest =
new CopyDynamicListToStaticRequest()
{
ListId = _dynamicListId
};
var copyResponse =
(CopyDynamicListToStaticResponse)service.Execute(copyRequest);
_staticListId = copyResponse.StaticListId;
Console.WriteLine("Copied dynamic list to a static list.");
// Add the static list to the campaign.
var addStaticListToCampaignRequest =
new AddItemCampaignRequest()
{
CampaignId = _campaignId,
EntityId = _staticListId,
EntityName = List.EntityLogicalName
};
service.Execute(addStaticListToCampaignRequest);
Console.WriteLine("Added static list to the campaign.");
// Add the static list to the campaign activity.
var addStaticListToCampaignActivityRequest =
new AddItemCampaignActivityRequest()
{
CampaignActivityId = _campaignActivityId,
ItemId = _staticListId,
EntityName = List.EntityLogicalName
};
service.Execute(addStaticListToCampaignActivityRequest);
Console.WriteLine("Added static list to the campaign's activity.");
#endregion
#region Create fax for campaign's activity
// Create a fax.
var fax = new Fax()
{
Subject = "Example Fax"
};
Console.WriteLine("Created fax for campaign's activity.");
#endregion Create fax for campaign's activity
#region Distribute fax to the marketing list
// Distribute the campaign activity to the marketing lists.
var distributeRequest =
new DistributeCampaignActivityRequest()
{
CampaignActivityId = _campaignActivityId,
Activity = fax,
Owner = new EntityReference("systemuser", _salesManagerId),
Propagate = true,
SendEmail = false,
PostWorkflowEvent = true
};
service.Execute(distributeRequest);
Console.WriteLine("Distributed fax to the marketing lists.");
#endregion Distribute fax to the marketing list
#region Retrieve collection of entities from marketing list
// Retrieve a collection of entities that correspond
// to all of the members in a marketing list
// This approach of retrieving list members allows you to dynamically
// retrieve the members of a list programmatically without requiring
// knowledge of the member entity type.
OrganizationServiceContext orgContext =
new OrganizationServiceContext(service);
var member = (from mb in orgContext.CreateQuery <List>()
where mb.Id == _dynamicListId
select mb).FirstOrDefault();
string fetchQuery = member.Query;
var memberRequest = new RetrieveMultipleRequest();
FetchExpression fetch = new FetchExpression(fetchQuery);
memberRequest.Query = fetch;
var memberResponse =
(RetrieveMultipleResponse)service.Execute(memberRequest);
Console.WriteLine("Retrieved collection of entities from a marketing list.");
#endregion Demonstrate
#region Clean up
CleanUpSample(service);
#endregion Clean up
}
else
{
const string UNABLE_TO_LOGIN_ERROR = "Unable to Login to Common Data Service";
if (service.LastCrmError.Equals(UNABLE_TO_LOGIN_ERROR))
{
Console.WriteLine("Check the connection string values in cds/App.config.");
throw new Exception(service.LastCrmError);
}
else
{
throw service.LastCrmException;
}
}
}
catch (Exception ex)
{
SampleHelpers.HandleException(ex);
}
finally
{
if (service != null)
{
service.Dispose();
}
Console.WriteLine("Press <Enter> to exit.");
Console.ReadLine();
}
}
/// <summary>
/// Executes the workflow activity.
/// </summary>
/// <param name="executionContext">The execution context.</param>
protected override void Execute(CodeActivityContext executionContext)
{
// Create the tracing service
ITracingService tracingService = executionContext.GetExtension <ITracingService>();
if (tracingService == null)
{
throw new InvalidPluginExecutionException("Failed to retrieve tracing service.");
}
tracingService.Trace("Entered WebFormFill.Execute(), Activity Instance Id: {0}, Workflow Instance Id: {1}",
executionContext.ActivityInstanceId,
executionContext.WorkflowInstanceId);
// Create the context
IWorkflowContext context = executionContext.GetExtension <IWorkflowContext>();
if (context == null)
{
throw new InvalidPluginExecutionException("Failed to retrieve workflow context.");
}
tracingService.Trace("WebFormFill.Execute(), Correlation Id: {0}, Initiating User: {1}",
context.CorrelationId,
context.InitiatingUserId);
ITracingService t = tracingService;
IOrganizationServiceFactory serviceFactory = executionContext.GetExtension <IOrganizationServiceFactory>();
IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);
try
{
// TODO: Implement your custom Workflow business logic.
#region 1. Get the Web Form Fill from the workflow context.
t.Trace("1. Get the Form Fill from the workflow context.");
cldrkt_webformfill webFormFill = (cldrkt_webformfill)service.Retrieve(
context.PrimaryEntityName, context.PrimaryEntityId, new ColumnSet {
AllColumns = true
});
#endregion 1. Get the Web Form Fill from the workflow context.
#region 2. Get the transaction owner and response email sender.
QueryExpression userQuery = new QueryExpression {
EntityName = SystemUser.EntityLogicalName,
ColumnSet = new ColumnSet {
AllColumns = true
},
Criteria = new FilterExpression {
Conditions =
{
new ConditionExpression {
AttributeName = "domainname",
Operator = ConditionOperator.Equal,
Values = { "*****@*****.**"},
}
}
}
};
t.Trace("2.1 Get the system user who will send the email.");
SystemUser user = (SystemUser)service.RetrieveMultiple(userQuery).Entities.FirstOrDefault();
t.Trace("2.2 The sender is: " + user.FullName.ToString());
#endregion 2. Get the transaction owner and response email sender.
#region 3. Look up the Contact from the email address, and create a new Contact if it doesn't already exist.
t.Trace("3. Find or create the Contact from the email address." + webFormFill.cldrkt_Email);
Contact contact = new Contact {
EMailAddress1 = webFormFill.cldrkt_Email,
FirstName = webFormFill.cldrkt_FirstName,
Id = Guid.NewGuid(),
LastName = webFormFill.cldrkt_LastName,
Telephone1 = webFormFill.cldrkt_BusinessPhone,
};
t.Trace("3.1 Look up the Contact using the email address entered: " + webFormFill.cldrkt_Email.ToString());
QueryExpression contactsQuery = new QueryExpression {
EntityName = Contact.EntityLogicalName,
ColumnSet = new ColumnSet {
AllColumns = true
},
Criteria = new FilterExpression {
Conditions =
{
new ConditionExpression {
AttributeName = "emailaddress1",
Operator = ConditionOperator.Equal,
Values = { contact.EMailAddress1},
}
}
}
};
Contact c = (Contact)service.RetrieveMultiple(contactsQuery).Entities.FirstOrDefault();
if (c != null)
{
contact.Id = c.Id; // Will overwrite existing Contact data with entered data.
contact.ParentCustomerId = c.ParentCustomerId; // So it will be there for the Account lookup.
t.Trace("3.2.1 The existing contact is: " + contact.Id.ToString() + " " + contact.EMailAddress1);
}
else
{
t.Trace("3.3.1 Create a new contact.");
contact.Id = service.Create(contact);
t.Trace("3.3.2 The new contact is: " + contact.Id.ToString() + " " + contact.EMailAddress1);
}
service.Update(contact);
#endregion 3. Look up the Contact from the email address, and create a new Contact if it doesn't already exist.
#region 4. Look up or create the Account and map this Contact to it.
t.Trace("4. Look up or create the Account and map this Contact to it.");
//t.Trace("4. Contact is " + contact.FullName);
//t.Trace("4. Contact.Id is " + contact.Id);
//t.Trace("4. contact.ParentCustomerId is " + contact.ParentCustomerId.ToString());
Account account = new Account {
Name = webFormFill.cldrkt_Organization,
};
// Look up or create the parent Account.
if (contact.ParentCustomerId != null)
{
t.Trace("4.1 Build the parent account query.");
// Look up the parent account.
QueryExpression parentAccountQuery = new QueryExpression {
EntityName = Account.EntityLogicalName,
ColumnSet = new ColumnSet {
AllColumns = true
},
Criteria = new FilterExpression {
Conditions =
{
new ConditionExpression {
AttributeName = "accountid",
Operator = ConditionOperator.Equal,
Values = { contact.ParentCustomerId.Id,},
}
},
},
};
t.Trace("4.2 Look up Account a.");
Account a = (Account)service.RetrieveMultiple(parentAccountQuery).Entities.FirstOrDefault();
t.Trace("4.3 If a exists, use it. Otherwise create a new Account.");
if (a != null)
{
t.Trace("4.3.1 The Account exists.");
account = a;
t.Trace("4.2.2 The existing Account is " + account.Name);
}
else
{
t.Trace("4.3.2 Create a new Account.");
account.Id = a.Id;
t.Trace("4.3.1 The new Account is " + account.Id.ToString());
}
}
else
{
t.Trace("4.4 Create a new Account.");
account.Id = service.Create(account);
};
// Map the contact to the account.
account.PrimaryContactId = new EntityReference {
Id = contact.Id,
LogicalName = Contact.EntityLogicalName,
};
service.Update(account);
// Map the account to the contact.
contact.ParentCustomerId = new EntityReference {
Id = account.Id,
LogicalName = Account.EntityLogicalName,
};
service.Update(contact);
#endregion 4. Look up or create the Account and map this Contact to it.
#region 5. Get the Campaign from the Campaign Activity ID and log a Campaign Response.
t.Trace("5. Get the Campaign Activity, if any...");
CampaignActivity campaignActivity = new CampaignActivity();
CampaignResponse campaignResponse = new CampaignResponse();
Guid campaignActivityId = Guid.Empty;
t.Trace("5.1 webFormFill.cldrkt_CampaignActivityID: " + webFormFill.cldrkt_CampaignActivityID);
if (String.IsNullOrWhiteSpace(webFormFill.cldrkt_CampaignActivityID))
{
campaignActivityId = Guid.Empty;
}
else
{
t.Trace("5.2 We have a webFormFill.cldrkt_CampaignActivityID: " + webFormFill.cldrkt_CampaignActivityID);
Guid.TryParse(webFormFill.cldrkt_CampaignActivityID, out campaignActivityId);
t.Trace("5.2.1 CampaignActivityID is " + campaignActivityId.ToString());
if (campaignActivityId != Guid.Empty)
{
t.Trace("5.2.2 Look up the Campaign Activity...");
campaignActivity = (CampaignActivity)service.Retrieve(
CampaignActivity.EntityLogicalName, campaignActivityId, new ColumnSet {
AllColumns = true
});
t.Trace("5.2.3 campaignActivityId: " + campaignActivityId);
t.Trace("5.2.4 campaignActivity.Id: " + campaignActivity.Id.ToString());
if (campaignActivity != null) // Found a Campaign Activity.
{
// Create a Campaign Response.
t.Trace("5.3 Create a Campaign Response...");
campaignResponse.ChannelTypeCode = new OptionSetValue((int)636280001); // 636280001: Web Page Form fill
campaignResponse.Customer = new ActivityParty[] {
new ActivityParty {
PartyId = new EntityReference(Contact.EntityLogicalName, contact.Id)
}
};
campaignResponse.FirstName = webFormFill.cldrkt_FirstName;
campaignResponse.LastName = webFormFill.cldrkt_LastName;
campaignResponse.EMailAddress = webFormFill.cldrkt_Email;
campaignResponse.Telephone = webFormFill.cldrkt_BusinessPhone;
campaignResponse.CompanyName = webFormFill.cldrkt_Organization;
campaignResponse.PromotionCodeName = webFormFill.cldrkt_PromotionCode;
campaignResponse.cldrkt_CampaignActivityId = new EntityReference {
Id = campaignActivity.Id,
LogicalName = CampaignActivity.EntityLogicalName,
};
campaignResponse.OriginatingActivityId = new EntityReference {
Id = webFormFill.Id,
LogicalName = cldrkt_webformfill.EntityLogicalName,
};
campaignResponse.RegardingObjectId = new EntityReference // Required, must be the parent campaign
{
Id = campaignActivity.RegardingObjectId.Id,
LogicalName = Campaign.EntityLogicalName,
};
campaignResponse.ReceivedOn = webFormFill.CreatedOn;
campaignResponse.Subject = webFormFill.Subject; //TODO: Change to an available field.
t.Trace("5.2.5 Create the Campaign Response.");
campaignResponse.ActivityId = service.Create(campaignResponse);
t.Trace("5.3.1 campaignResponse.ActivityId: " + campaignResponse.ActivityId);
t.Trace("5.3.2 campaignResponse.Id: " + campaignResponse.Id.ToString());
// Update the Campaign Response.
t.Trace("5.4 Update the Campaign Response.");
if (campaignResponse.Id != Guid.Empty)
{
service.Update(campaignResponse);
t.Trace("5.4.1 campaignResponse.Id = " + campaignResponse.Id.ToString());
}
// Add the Campaign Activity to the Web Form Fill.
t.Trace("5.5. Add the Campaign Activity to the Web Form fill");
webFormFill.cldrkt_Campaign = new EntityReference {
Id = campaignActivity.RegardingObjectId.Id,
LogicalName = campaignActivity.RegardingObjectId.LogicalName,
};
webFormFill.cldrkt_CampaignActivity = new EntityReference {
Id = campaignActivity.Id,
LogicalName = campaignActivity.LogicalName,
};
webFormFill.cldrkt_CampaignResponse = new EntityReference {
Id = campaignResponse.Id,
LogicalName = campaignResponse.LogicalName,
};
t.Trace("5.6 Update the webFormFill.");
service.Update(webFormFill);
}
}
}
#endregion 5. Get the Campaign from the Campaign Activity ID and log a Campaign Response.
#region 6. Create a new Opportunity and map it to the Contact.
t.Trace("6. Create a new Opportunity and map it to the Contact. ");
string productNumber = // Defaulting to SMSP. The Product Number has to be valid.
String.IsNullOrEmpty(webFormFill.cldrkt_ProductNumber) ? "SMSP-License" : webFormFill.cldrkt_ProductNumber;
QueryExpression productQuery = new QueryExpression {
EntityName = Product.EntityLogicalName,
ColumnSet = new ColumnSet {
AllColumns = true
},
Criteria = new FilterExpression {
Conditions =
{
new ConditionExpression {
AttributeName = "productnumber",
Operator = ConditionOperator.Equal,
Values = { productNumber},
}
}
}
};
t.Trace("6.1.1 Look up the product. ");
Product product = (Product)service.RetrieveMultiple(productQuery).Entities.FirstOrDefault();
t.Trace("6.1.2 product.Id is " + product.Id.ToString() + " product.ProductId is " + product.ProductId);
t.Trace("6.1.3 product.ProductId is " + product.Id.ToString() + " ");
t.Trace("6.2 Create the Opportunity. ");
t.Trace("6.2.0 campaignActivity.Id is " + campaignActivity.Id.ToString());
t.Trace("6.2.1 campaignActivity.RegardingObjectId.Id is " + campaignActivity.RegardingObjectId.Id.ToString());
t.Trace("6.2.2 account.Name and product.ProductNumber are " + account.Name + " " + product.ProductNumber);
t.Trace("6.2.3 product.PriceLevelId is " + product.PriceLevelId.Id.ToString());
Opportunity opportunity = new Opportunity {
CampaignId = campaignActivity.RegardingObjectId,
cldrkt_EstimatedUsers = (int?)webFormFill.cldrkt_ProductQuantity,
Name = webFormFill.Subject, // Required.
cldrkt_DateofLastContact = webFormFill.CreatedOn,
IsRevenueSystemCalculated = true,
ParentAccountId = new EntityReference {
Id = account.Id,
LogicalName = Account.EntityLogicalName,
},
ParentContactId = new EntityReference {
Id = contact.Id,
LogicalName = Contact.EntityLogicalName,
},
PriceLevelId = product.PriceLevelId, // Required
StepName = "1-Conversation",
TransactionCurrencyId = product.TransactionCurrencyId, // Required.
};
t.Trace("6.2.5 opportunity.TransactionCurrencyId is " + opportunity.TransactionCurrencyId.Name.ToString());
t.Trace("6.2.6 TransactionCurrencyId.Id is " + opportunity.TransactionCurrencyId.Id.ToString());
t.Trace("6.2.6.1 opportunity.ParentContactId.Id is " + opportunity.ParentContactId.Id.ToString());
opportunity.Id = service.Create(opportunity);
service.Update(opportunity);
t.Trace("6.2.7 opportunity.Id is " + opportunity.Id.ToString());
t.Trace("6.2.7.1 ShowMe price is " + Helpers.GetShowMePricePerUser((decimal)webFormFill.cldrkt_ProductQuantity));
t.Trace("6.3 Create the OpportunityProduct.");
OpportunityProduct opportunityProduct = new OpportunityProduct {
OpportunityId = new EntityReference {
LogicalName = Opportunity.EntityLogicalName,
Id = opportunity.Id,
},
ProductId = new EntityReference {
LogicalName = Product.EntityLogicalName,
Id = product.Id,
},
UoMId = new EntityReference {
LogicalName = UoM.EntityLogicalName,
Id = product.DefaultUoMId.Id,
},
Quantity = webFormFill.cldrkt_ProductQuantity,
PricePerUnit = new Money {
Value = Helpers.GetShowMePricePerUser((decimal)webFormFill.cldrkt_ProductQuantity),
},
IsPriceOverridden = true,
};
t.Trace("6.3.1 Creating the opportunityProduct. ");
opportunityProduct.Id = service.Create(opportunityProduct);
t.Trace("6.3.2 opportunityProduct.Id is " + opportunityProduct.Id.ToString());
t.Trace("6.3.3 opportunityProductProductId.Id is " + opportunityProduct.ProductId.Id.ToString());
t.Trace("6.3.4 opportunityProduct.Quantity is " + opportunityProduct.Quantity);
t.Trace("6.3.5 opportunityProduct.Quantity.Value is " + opportunityProduct.Quantity.Value);
t.Trace("6.3.6 opportunityProduct.PricePerUnit is " + opportunityProduct.PricePerUnit);
t.Trace("6.3.7 opportunityProduct.PricePerUnit.Value is " + opportunityProduct.PricePerUnit.Value);
service.Update(opportunityProduct);
service.Update(opportunity);
#endregion 6. Create a new Opportunity and map it to the Contact.
#region 7. Get the response email template.
t.Trace(" 7. Get the email template from the Web Form Fill, otherwise use a default template");
QueryExpression templateQuery = new QueryExpression {
EntityName = Template.EntityLogicalName,
ColumnSet = new ColumnSet {
AllColumns = true
},
Criteria = new FilterExpression {
Conditions =
{
new ConditionExpression {
AttributeName = "title",
Operator = ConditionOperator.Equal,
Values = { webFormFill.cldrkt_EmailTemplateTitle},
}
}
}
};
Template emailTemplate = new Template();
Guid defaultEmailTemplateId = Guid.Parse("d4fe12fd-72d2-e311-9e62-6c3be5be5e68"); // Default, SMSP demo request
Guid emailTemplateId = new Guid();
if (String.IsNullOrEmpty(webFormFill.cldrkt_EmailTemplateTitle))
{
emailTemplateId = defaultEmailTemplateId;
t.Trace("7.1 No email template set from the web form.");
}
else
{
t.Trace("7.2.1 Looking up Template from webFormFill: " + webFormFill.cldrkt_EmailTemplateTitle);
emailTemplate = (Template)service.RetrieveMultiple(templateQuery).Entities.FirstOrDefault();
if (emailTemplate == null)
{
t.Trace("Template is null");
}
else
{
t.Trace("Template is not null.");
t.Trace("Template type is: " + emailTemplate.TemplateTypeCode.ToString());
}
t.Trace("7.2.1 Looked up Template using the Title. ");
emailTemplateId = emailTemplate == null ? defaultEmailTemplateId : emailTemplate.Id;
t.Trace("7.2.2 emailTemplateId: " + emailTemplateId.ToString());
}
t.Trace("7.3.1 The email template is " + emailTemplate.Title.ToString() + " type of " + emailTemplate.TemplateTypeCode + " Id: " + emailTemplateId.ToString());
#endregion 7. Get the response email template.
#region 8. Create and send the response email.
t.Trace("8. Create and send the email message.");
t.Trace("8. Send from: " + user.FullName.ToString());
t.Trace("8. Send to: " + contact.Id.ToString() + " using template " + emailTemplate.Title + " with Id " + emailTemplateId.ToString());
// Create an email using an Opportunity template. "To" is a Contact type.
SendEmailFromTemplateRequest emailUsingTemplateReq = new SendEmailFromTemplateRequest {
Target = new Email {
To = new ActivityParty[] { new ActivityParty {
PartyId = new EntityReference(Contact.EntityLogicalName, opportunity.ParentContactId.Id)
} },
From = new ActivityParty[] { new ActivityParty {
PartyId = new EntityReference(SystemUser.EntityLogicalName, user.Id)
} },
Subject = "",
Description = "",
DirectionCode = true,
},
RegardingId = opportunity.Id, // Required, and the type must match the Email Template type.
RegardingType = emailTemplate.TemplateTypeCode,
TemplateId = emailTemplateId,
};
t.Trace("8.1 Send email to: " + opportunity.ParentContactId.Id.ToString() + " from: " + user.DomainName);
t.Trace("8.1.1 Contact ID is: " + contact.Id.ToString() + ", email template is " + emailTemplate.Id.ToString() + ", opportunity is " + opportunity.Id.ToString());
t.Trace("8.1.2 email template id is: " + emailUsingTemplateReq.TemplateId.ToString());
SendEmailFromTemplateResponse email = (SendEmailFromTemplateResponse)service.Execute(emailUsingTemplateReq);
t.Trace("8.2 Email sent: " + email.Id.ToString());
#endregion 8. Create and send the response email.
#region 9. Add this Contact to the Marketing List, and create the list if it doesn't exist.
t.Trace("9. Add this Contact to the Marketing List. " + contact.Id.ToString() + " to List " + webFormFill.cldrkt_AddToMarketingList);
List staticContactList = new List {
CreatedFromCode = new OptionSetValue((int)2), // Required. Account = 1, Contact = 2, Lead = 4.
Id = Guid.NewGuid(), // Required.
ListName = webFormFill.cldrkt_AddToMarketingList, // Required.
LogicalName = List.EntityLogicalName,
OwnerId = new EntityReference { // Required.
Id = user.Id,
LogicalName = SystemUser.EntityLogicalName,
},
StatusCode = new OptionSetValue((int)0),
Type = false, // Required. True = dynamic, false = static.
};
QueryExpression listQuery = new QueryExpression {
EntityName = List.EntityLogicalName,
ColumnSet = new ColumnSet {
AllColumns = true
},
Criteria = new FilterExpression {
Conditions =
{
new ConditionExpression {
AttributeName = "listname",
Operator = ConditionOperator.Equal,
Values = { webFormFill.cldrkt_AddToMarketingList},
}
}
}
};
t.Trace("9.1 Get this list, if it exists: " + webFormFill.cldrkt_AddToMarketingList);
Entity list = service.RetrieveMultiple(listQuery).Entities.FirstOrDefault();
t.Trace("9.2 Look up the list.");
if (list == null)
{
t.Trace("9.3.1 Create a new list: " + staticContactList.Id.ToString());
staticContactList.Id = service.Create(staticContactList);
}
else
{
t.Trace("9.3.2 Use the list we found: " + list.Id.ToString());
staticContactList.Id = list.Id;
}
t.Trace("9.4 Add the Contact " + contact.Id.ToString() + " to List " + staticContactList.Id.ToString());
AddMemberListRequest addMemberListRequest = new AddMemberListRequest {
EntityId = contact.Id,
ListId = staticContactList.Id,
};
service.Execute(addMemberListRequest);
#endregion 9. Add this Contact to the Marketing List, and create the list if it doesn't exist.
#region 10. Update the entities we've worked on.
t.Trace("10. Update the entities we've worked on. ");
webFormFill.RegardingObjectId = new EntityReference {
Id = contact.Id, LogicalName = Contact.EntityLogicalName,
};
service.Update(webFormFill);
service.Update(contact);
service.Update(opportunityProduct);
service.Update(opportunity);
service.Update(webFormFill);
#endregion 10. Update the entities we've worked on.
//throw new InvalidPluginExecutionException("Finished processing the Web Form Fill update.");
}
catch (FaultException <OrganizationServiceFault> e)
{
tracingService.Trace("Exception: {0}", e.ToString());
// Handle the exception.
throw;
}
tracingService.Trace("Exiting WebFormFill.Execute(), Correlation Id: {0}", context.CorrelationId);
}
