private SendEmailFromTemplateResponse ExecuteInternal(SendEmailFromTemplateRequest request)
{
var response = new SendEmailFromTemplateResponse();
var entity = request.Target;
if (entity.LogicalName == Email.EntityLogicalName)
{
// Copy Email
var email = entity.Clone();
if (request.RegardingId != Guid.Empty)
{
email[Email.Fields.RegardingObjectId] = new EntityReference(request.RegardingType, request.RegardingId);
}
var template = Service.Retrieve(Template.EntityLogicalName, request.TemplateId, new ColumnSet(true));
email[Email.Fields.Description] = template[Template.Fields.Body];
email[Email.Fields.Subject] = template[Template.Fields.Subject];
response.Results["Id"] = Create(email);
}
else
{
throw new InvalidOperationException("Expected Email Request to be of type email not " + entity.LogicalName);
}
return(response);
}
public bool SendEmailFromTemplate(IOrganizationService service, EntityReference template, Guid userId)
{
List <Entity> toEntities = new List <Entity>();
Entity activityParty = new Entity();
activityParty.LogicalName = "activityparty";
activityParty.Attributes["partyid"] = new EntityReference("systemuser", userId);
toEntities.Add(activityParty);
Entity email = new Entity("email");
email.Attributes["to"] = toEntities.ToArray();
SendEmailFromTemplateRequest emailUsingTemplateReq = new SendEmailFromTemplateRequest
{
Target = email,
// Use a built-in Email Template of type "contact".
TemplateId = template.Id,
// The regarding Id is required, and must be of the same type as the Email Template.
RegardingId = userId,
RegardingType = "systemuser"
};
SendEmailFromTemplateResponse emailUsingTemplateResp = (SendEmailFromTemplateResponse)service.Execute(emailUsingTemplateReq);
return(true);
}
private static void SendEmailFromTemplate(Entity email, Guid documentsigningid, string sdsurl, IOrganizationService crm)
{
try
{
var _templateId = new Guid("");
QueryExpression queryBuildInTemplates = new QueryExpression
{
EntityName = "template",
ColumnSet = new ColumnSet("templateid", "templatetypecode"),
Criteria = new FilterExpression()
};
queryBuildInTemplates.Criteria.AddCondition("templatetypecode",
ConditionOperator.Equal, "contact");
EntityCollection templateEntityCollection = crm.RetrieveMultiple(queryBuildInTemplates);
if (templateEntityCollection.Entities.Count > 0)
{
_templateId = (Guid)templateEntityCollection.Entities[0].Attributes["templateid"];
}
else
{
MessageBox.Show("Standard Email Templates are missing: ", "Email sending", MessageBoxButtons.OK, MessageBoxIcon.Error);
}
// Create the request
SendEmailFromTemplateRequest emailUsingTemplateReq = new SendEmailFromTemplateRequest
{
Target = email,
// Use a built-in Email Template of type "contact".
TemplateId = _templateId,
// The regarding Id is required, and must be of the same type as the Email Template.
RegardingId = documentsigningid,
RegardingType = "pp_documentsigning"
};
SendEmailFromTemplateResponse emailUsingTemplateResp = (SendEmailFromTemplateResponse)crm.Execute(emailUsingTemplateReq);
// Verify that the e-mail has been created
var _emailId = emailUsingTemplateResp.Id;
if (!_emailId.Equals(Guid.Empty))
{
MessageBox.Show("Successfully sent an e-mail message using the template.", "Email sending", MessageBoxButtons.OK, MessageBoxIcon.Asterisk);
}
}
catch (Exception ex)
{
MessageBox.Show("An error occurred in sending email from template: " + ex.Message, "Email sending", MessageBoxButtons.OK, MessageBoxIcon.Error);
}
}
private bool SendEmailFromTemplate(Email email, Guid templateId)
{
try
{
SendEmailFromTemplateRequest request = new SendEmailFromTemplateRequest
{
Target = email,
TemplateId = templateId,
RegardingId = _contactId,
RegardingType = Contact.EntityLogicalName
};
SendEmailFromTemplateResponse response = (SendEmailFromTemplateResponse)_service.Execute(request);
return(response != null);
}
catch (Exception ex)
{
_log.Error($"An error occurred during sending email. Exception: {ex.Message}");
return(false);
}
}
[STAThread] // Added to support UX
static void Main(string[] args)
{
CrmServiceClient service = null;
try
{
service = SampleHelpers.Connect("Connect");
if (service.IsReady)
{
#region Sample Code
//////////////////////////////////////////////
#region Set up
SetUpSample(service);
#endregion Set up
#region Demonstrate
// Create the 'From:' activity party for the email
ActivityParty fromParty = new ActivityParty
{
PartyId = new EntityReference(SystemUser.EntityLogicalName, _userId)
};
// Create the 'To:' activity party for the email
ActivityParty toParty = new ActivityParty
{
PartyId = new EntityReference(Contact.EntityLogicalName, _contactId)
};
Console.WriteLine("Created activity parties.");
// Create an e-mail message.
Email email = new Email
{
To = new ActivityParty[] { toParty },
From = new ActivityParty[] { fromParty },
Subject = "SDK Sample e-mail",
Description = "SDK Sample for SendEmailFromTemplate Message.",
DirectionCode = true
};
//Create a query expression to get one of Email Template of type "contact"
QueryExpression queryBuildInTemplates = new QueryExpression
{
EntityName = "template",
ColumnSet = new ColumnSet("templateid", "templatetypecode"),
Criteria = new FilterExpression()
};
queryBuildInTemplates.Criteria.AddCondition("templatetypecode",
ConditionOperator.Equal, "contact");
EntityCollection templateEntityCollection = service.RetrieveMultiple(queryBuildInTemplates);
if (templateEntityCollection.Entities.Count > 0)
{
_templateId = (Guid)templateEntityCollection.Entities[0].Attributes["templateid"];
}
else
{
throw new ArgumentException("Standard Email Templates are missing");
}
// Create the request
SendEmailFromTemplateRequest emailUsingTemplateReq = new SendEmailFromTemplateRequest
{
Target = email,
// Use a built-in Email Template of type "contact".
TemplateId = _templateId,
// The regarding Id is required, and must be of the same type as the Email Template.
RegardingId = _contactId,
RegardingType = Contact.EntityLogicalName
};
SendEmailFromTemplateResponse emailUsingTemplateResp = (SendEmailFromTemplateResponse)service.Execute(emailUsingTemplateReq);
// Verify that the e-mail has been created
_emailId = emailUsingTemplateResp.Id;
if (!_emailId.Equals(Guid.Empty))
{
Console.WriteLine("Successfully sent an e-mail message using the template.");
}
#region Clean up
CleanUpSample(service);
#endregion Clean up
}
#endregion Demonstrate
#endregion Sample Code
else
{
const string UNABLE_TO_LOGIN_ERROR = "Unable to Login to Dynamics CRM";
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);
}
private SendEmailFromTemplateResponse ExecuteInternal(SendEmailFromTemplateRequest request)
{
var response = new SendEmailFromTemplateResponse();
var entity = request.Target;
if (entity.LogicalName == Email.EntityLogicalName)
{
// Copy Email
var email = entity.Clone();
if (request.RegardingId != Guid.Empty)
{
email[Email.Fields.RegardingObjectId] = new EntityReference(request.RegardingType, request.RegardingId);
}
var template = Service.Retrieve(Template.EntityLogicalName, request.TemplateId, new ColumnSet(true));
email[Email.Fields.Description] = template[Template.Fields.Body];
email[Email.Fields.Subject] = template[Template.Fields.Subject];
response.Results["Id"] = Create(email);
}else{
throw new InvalidOperationException("Expected Email Request to be of type email not " + entity.LogicalName);
}
return response;
}
/// <summary>
/// Send an e-mail using a template.
/// <param name="serverConfig">Contains server connection information.</param>
/// <param name="promptforDelete">When True, the user will be prompted to delete all
/// created entities.</param>
/// </summary>
public void Run(ServerConnection.Configuration serverConfig, bool promptForDelete)
{
try
{
// Connect to the Organization service.
// The using statement assures that the service proxy will be properly disposed.
using (_serviceProxy = ServerConnection.GetOrganizationProxy(serverConfig))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
// Call the method to create any data that this sample requires.
CreateRequiredRecords();
//<snippetSendEmailUsingTemplate1>
// Create the 'From:' activity party for the email
ActivityParty fromParty = new ActivityParty
{
PartyId = new EntityReference(SystemUser.EntityLogicalName, _userId)
};
// Create the 'To:' activity party for the email
ActivityParty toParty = new ActivityParty
{
PartyId = new EntityReference(Contact.EntityLogicalName, _contactId)
};
Console.WriteLine("Created activity parties.");
// Create an e-mail message.
Email email = new Email
{
To = new ActivityParty[] { toParty },
From = new ActivityParty[] { fromParty },
Subject = "SDK Sample e-mail",
Description = "SDK Sample for SendEmailFromTemplate Message.",
DirectionCode = true
};
//Create a query expression to get one of Email Template of type "contact"
QueryExpression queryBuildInTemplates = new QueryExpression {
EntityName = "template",
ColumnSet = new ColumnSet("templateid", "templatetypecode"),
Criteria = new FilterExpression()
};
queryBuildInTemplates.Criteria.AddCondition("templatetypecode",
ConditionOperator.Equal, "contact");
EntityCollection templateEntityCollection = _serviceProxy.RetrieveMultiple(queryBuildInTemplates);
if (templateEntityCollection.Entities.Count > 0)
{
_templateId = (Guid)templateEntityCollection.Entities[0].Attributes["templateid"];
}
else
{
throw new ArgumentException("Standard Email Templates are missing");
}
// Create the request
SendEmailFromTemplateRequest emailUsingTemplateReq = new SendEmailFromTemplateRequest
{
Target = email,
// Use a built-in Email Template of type "contact".
TemplateId = _templateId,
// The regarding Id is required, and must be of the same type as the Email Template.
RegardingId = _contactId,
RegardingType = Contact.EntityLogicalName
};
SendEmailFromTemplateResponse emailUsingTemplateResp = (SendEmailFromTemplateResponse)_serviceProxy.Execute(emailUsingTemplateReq);
// Verify that the e-mail has been created
_emailId = emailUsingTemplateResp.Id;
if (!_emailId.Equals(Guid.Empty))
{
Console.WriteLine("Successfully sent an e-mail message using the template.");
}
//</snippetSendEmailUsingTemplate1>
DeleteRequiredRecords(promptForDelete);
}
}
// Catch any service fault exceptions that Microsoft Dynamics CRM throws.
catch (FaultException <Microsoft.Xrm.Sdk.OrganizationServiceFault> )
{
// You can handle an exception here or pass it back to the calling method.
throw;
}
}
