protected void UpdateButton_Click(object sender, EventArgs e)
{
if (Case == null)
{
throw new NullReferenceException("Case must not be null. Update failed.");
}
Case.Adx_ModifiedByUsername = Contact.FullName;
Case.Adx_ModifiedByIPAddress = Request.UserHostAddress;
XrmContext.Attach(Case);
XrmContext.UpdateObject(Case);
XrmContext.SaveChanges();
XrmContext.Detach(Case);
var contactName = Contact.FullName;
var noteSubject = "Note created on " + DateTime.Now + " by " + contactName;
if (!string.IsNullOrEmpty(NewNote.Text) || (Attachment.PostedFile != null && Attachment.PostedFile.ContentLength > 0))
{
XrmContext.AddNoteAndSave(Case, noteSubject, "*WEB* " + NewNote.Text, Attachment.PostedFile);
}
if (System.Web.SiteMap.CurrentNode == null)
{
return;
}
Response.Redirect(Request.RawUrl);
}
protected void ScheduleService_Click(object sender, EventArgs e)
{
var availableResourceId = (Guid)AvailableTimes.SelectedDataKey.Values["AvailableResource"];
var availableResource = XrmContext.ResourceSet.First(r => r.ResourceId == availableResourceId);
var selectedStart = (DateTime)AvailableTimes.SelectedDataKey.Values["ScheduledStartUniversalTime"];
var selectedEnd = (DateTime)AvailableTimes.SelectedDataKey.Values["ScheduledEndUniversalTime"];
var appointment = new ServiceAppointment
{
ServiceId = Service.ToEntityReference(),
Subject = "Web Service Scheduler: " + ServiceType.SelectedItem,
ScheduledStart = selectedStart,
ScheduledEnd = selectedEnd,
Resources = new[] { new ActivityParty {
PartyId = new EntityReference(availableResource.ObjectTypeCode, availableResource.Id)
} },
Customers = new[] { new ActivityParty {
PartyId = Contact.ToEntityReference()
} }
};
XrmContext.AddObject(appointment);
XrmContext.SaveChanges();
XrmContext.SetState((int)Enums.ServiceAppointmentState.Scheduled, 4, appointment);
var page = ServiceContext.GetPageBySiteMarkerName(Website, "Service Details");
Response.Redirect(string.Format("{0}?serviceid={1}", ServiceContext.GetUrl(page), appointment.Id));
}
protected void SetPrimaryContactButton_Click(object sender, EventArgs e)
{
var selectedGuid = new Guid(PrimaryContactList.SelectedItem.Value);
var contact = XrmContext.CreateQuery("contact").FirstOrDefault(c => c.GetAttributeValue <Guid>("contactid") == selectedGuid);
if (contact == null)
{
throw new ApplicationException(string.Format("Couldn't find contact with contactid equal to {0}.", selectedGuid));
}
var account = XrmContext.CreateQuery("account").FirstOrDefault(a => a.GetAttributeValue <Guid>("accountid") == AccountToEdit.GetAttributeValue <Guid>("accountid"));
if (account == null)
{
throw new ApplicationException(string.Format("An account with the account ID equal to {0} couldn’t be found.", AccountToEdit.GetAttributeValue <Guid>("accountid")));
}
account.SetAttributeValue("primarycontactid", contact.ToEntityReference());
XrmContext.UpdateObject(contact);
XrmContext.UpdateObject(account);
XrmContext.SaveChanges();
SuccessMessage.Visible = true;
}
protected void InviteButton_Click(object sender, EventArgs e)
{
if (!Page.IsValid)
{
return;
}
//create invitation Code
var contact = XrmContext.CreateQuery("contact").FirstOrDefault(c => c.GetAttributeValue <Guid>("contactid") == ContactToEdit.GetAttributeValue <Guid>("contactid"));
if (contact == null)
{
throw new ArgumentNullException(string.Format("Unable to find contact with id equal to {0}", ContactToEdit.GetAttributeValue <Guid>("contactid")));
}
var invitation = new Entity("adx_invitation");
invitation.SetAttributeValue("adx_name", "Auto-generated email confirmation");
invitation.SetAttributeValue("adx_type", new OptionSetValue(756150000)); // Single
invitation.SetAttributeValue("adx_invitecontact", contact.ToEntityReference());
invitation.SetAttributeValue("adx_invitationcode", XrmContext.CreateInvitationCode());
XrmContext.AddObject(invitation);
CreatePermissions();
XrmContext.SaveChanges();
// Execute workflow to send invitation code in confirmation email
XrmContext.ExecuteWorkflowByName(ServiceContext.GetSiteSettingValueByName(Website, "Account/EmailConfirmation/WorkflowName") ?? "ADX Sign Up Email", invitation.Id);
InvitationConfirmationMessage.Visible = true;
}
protected void CreateCase_Click(object sender, EventArgs args)
{
RedirectToLoginIfAnonymous();
if (CaseEntitlementEnabled)
{
var supportRequest = new Entity("adx_supportrequest");
supportRequest["adx_name"] = "Support Request for {0}".FormatWith(Portal.User.GetAttributeValue <string>("fullname"));
supportRequest["adx_responsiblecontact"] = Portal.User.ToEntityReference();
XrmContext.AddObject(supportRequest);
XrmContext.SaveChanges();
var redirectUrl = BuildOpenNewSupportRequestUrl(supportRequest.Id);
Response.Redirect(redirectUrl);
}
else
{
var redirectUrl = CreateCaseUrl();
Response.Redirect(redirectUrl);
}
}
protected void InviteContact(Entity contact)
{
var invitation = new Entity("adx_invitation");
invitation.SetAttributeValue("adx_name", "Auto-generated email confirmation");
invitation.SetAttributeValue("adx_type", new OptionSetValue(756150000)); // Single
invitation.SetAttributeValue("adx_invitecontact", contact.ToEntityReference());
invitation.SetAttributeValue("adx_invitationcode", XrmContext.CreateInvitationCode());
var oppPermissions = new Entity("adx_opportunitypermissions");
oppPermissions.SetAttributeStringTruncatedToMaxLength(XrmContext, "adx_name", "opportunitity permissions for " + contact.GetAttributeValue <string>("fullname"));
oppPermissions.SetAttributeValue("adx_contactid", contact.ToEntityReference());
oppPermissions.SetAttributeValue("adx_accountid", contact.GetAttributeValue <EntityReference>("parentcustomerid"));
oppPermissions.SetAttributeValue("adx_scope", new OptionSetValue((int)Enums.OpportunityAccessScope.Self));
oppPermissions.SetAttributeValue("adx_read", true);
var channelPermissions = new Entity("adx_channelpermissions");
channelPermissions.SetAttributeStringTruncatedToMaxLength(XrmContext, "adx_name", "channel permissions for " + contact.GetAttributeValue <string>("fullname"));
channelPermissions.SetAttributeValue("adx_contactid", contact.ToEntityReference());
channelPermissions.SetAttributeValue("adx_accountid", contact.GetAttributeValue <EntityReference>("parentcustomerid"));
XrmContext.AddObject(invitation);
XrmContext.AddObject(channelPermissions);
XrmContext.AddObject(oppPermissions);
XrmContext.UpdateObject(contact);
XrmContext.SaveChanges();
// Execute workflow to send invitation code in confirmation email
XrmContext.ExecuteWorkflowByName(ServiceContext.GetSiteSettingValueByName(Website, "Account/EmailConfirmation/WorkflowName") ?? "ADX Sign Up Email", invitation.Id);
}
protected void OnItemInserted(object sender, CrmEntityFormViewInsertedEventArgs e)
{
var account = XrmContext.CreateQuery("account").FirstOrDefault(a => a.GetAttributeValue <Guid>("accountid") == (Contact.GetAttributeValue <EntityReference>("parentcustomerid") == null ? Guid.Empty : Contact.GetAttributeValue <EntityReference>("parentcustomerid").Id));
var contact = XrmContext.CreateQuery("contact").FirstOrDefault(c => c.GetAttributeValue <Guid>("contactid") == e.EntityId);
if (account == null || contact == null)
{
throw new Exception("Unable to retrieve account or contact for the logged in user.");
}
contact.SetAttributeValue("parentcustomerid", account.ToEntityReference());
//XrmContext.UpdateObject(account);
if (Invite)
{
InviteContact(contact);
}
XrmContext.UpdateObject(contact);
XrmContext.SaveChanges();
var url = GetUrlForRequiredSiteMarker("Manage Partner Account");
Response.Redirect(url.PathWithQueryString);
}
protected void OpenNewSupportRequest_OnClick(object sender, EventArgs e)
{
RedirectToLoginIfAnonymous();
if (CaseEntitlementEnabled)
{
var supportRequest = new Entity("adx_supportrequest");
var metadataCache = new Dictionary <string, EntityMetadata>();
supportRequest.SetAttributeStringTruncatedToMaxLength(XrmContext, "adx_name", Subject.Text, metadataCache);
supportRequest.SetAttributeStringTruncatedToMaxLength(XrmContext, "adx_title", Subject.Text, metadataCache);
supportRequest["adx_responsiblecontact"] = Portal.User.ToEntityReference();
var product = Product.SelectedItem;
Guid productId;
if (product != null && Guid.TryParse(product.Value, out productId))
{
supportRequest["adx_product"] = new EntityReference("product", productId);
}
XrmContext.AddObject(supportRequest);
XrmContext.SaveChanges();
var redirectUrl = BuildOpenNewSupportRequestUrl(supportRequest.Id);
Response.Redirect(redirectUrl);
}
else
{
var redirectUrl = CreateCaseUrl();
Response.Redirect(redirectUrl);
}
}
protected void OnItemInserted(object sender, CrmEntityFormViewInsertedEventArgs e)
{
var account = XrmContext.CreateQuery("account").FirstOrDefault(c => c.GetAttributeValue <Guid>("accountid") == e.EntityId);
if (account == null)
{
throw new Exception(string.Format("An account with the account ID equal to {0} couldn’t be found.", e.EntityId));
}
var parentCustomerAccount = Contact.GetAttributeValue <EntityReference>("parentcustomerid") == null ? null : XrmContext.CreateQuery("account").FirstOrDefault(a => a.GetAttributeValue <Guid>("accountid") == Contact.GetAttributeValue <EntityReference>("parentcustomerid").Id);
if (parentCustomerAccount == null)
{
throw new Exception("Parent Customer Account could not be found associated to the current user's contact.");
}
account.SetAttributeValue("msa_managingpartnerid", parentCustomerAccount.ToEntityReference());
var accountId = account.GetAttributeValue <Guid>("accountid");
XrmContext.UpdateObject(account);
XrmContext.SaveChanges();
var url = GetUrlForRequiredSiteMarker("Create Customer Contact");
url.QueryString.Set("AccountId", accountId.ToString());
url.QueryString.Set("SetAsPrimary", "true");
url.QueryString.Set(FromCreateOpportunity ? "FromCreateOpportunity" : "ReturnToAccount", "true");
Response.Redirect(url.PathWithQueryString);
}
protected void AddToCart()
{
const string nameFormat = "Case Order for {0}";
var cart = new Entity("adx_shoppingcart");
cart.SetAttributeValue("adx_websiteid", Website.ToEntityReference());
cart.SetAttributeValue("adx_system", true);
if (Contact == null)
{
cart.SetAttributeValue("adx_name", string.Format(nameFormat, VisitorID));
cart.SetAttributeValue("adx_visitorid", VisitorID);
}
else
{
cart.SetAttributeValue("adx_name", string.Format(nameFormat, Contact.GetAttributeValue <string>("fullname")));
cart.SetAttributeValue("adx_contactid", Contact.ToEntityReference());
}
XrmContext.AddObject(cart);
XrmContext.SaveChanges();
// Choose Parent Product
var selectedValue = PlanPackageList.SelectedValue;
var guids = selectedValue.Split('&');
var supportProductId = new Guid(guids[0]);
var uomId = new Guid(guids[1]);
var caseProduct = XrmContext.CreateQuery("product")
.FirstOrDefault(p => p.GetAttributeValue <Guid>("productid") == supportProductId);
var myUom = XrmContext.CreateQuery("uom")
.FirstOrDefault(uom => uom.GetAttributeValue <Guid>("uomid") == uomId);
var productId = caseProduct != null ? caseProduct.Id : Guid.Empty;
cart = XrmContext.CreateQuery("adx_shoppingcart")
.FirstOrDefault(sc => sc.GetAttributeValue <Guid>("adx_shoppingcartid") == cart.Id);
var myCart = cart == null ? null : new ShoppingCart(cart, XrmContext);
if (myCart == null)
{
throw new ApplicationException("Unable to retrieve case purchase shopping cart.");
}
myCart.AddProductToCart(productId, myUom, PriceListName);
var total = myCart.GetCartTotal();
if (total < 0)
{
throw new ApplicationException("Case purchase shopping cart cannot have a sub-zero total value.");
}
AddCartToSupportRequest(myCart);
}
protected void ScheduleListView_ItemCommand(object sender, ListViewCommandEventArgs e)
{
if (e == null || e.CommandArgument == null)
{
return;
}
var id = new Guid(e.CommandArgument.ToString());
switch (e.CommandName)
{
case "AddToSchedule":
{
// add this to the user's schedule
var sessionSchedule = XrmContext.CreateQuery("adx_eventschedule").First(es => es.GetAttributeValue <Guid>("adx_eventscheduleid") == id);
var registration = new Entity("adx_eventregistration");
registration.SetAttributeValue("adx_attendeeid", Attendee.ToEntityReference());
registration.SetAttributeValue("adx_eventid", sessionSchedule.GetAttributeValue <EntityReference>("adx_eventid"));
registration.SetAttributeValue("adx_eventscheduleid", sessionSchedule.ToEntityReference());
registration.SetAttributeValue("adx_registrationdate", DateTime.UtcNow);
XrmContext.AddObject(registration);
XrmContext.SaveChanges();
}
break;
case "RemoveFromSchedule":
{
// remove this from the user's schedule
var sessionSchedule = XrmContext.CreateQuery("adx_eventschedule").First(es => es.GetAttributeValue <Guid>("adx_eventscheduleid") == id);
var eventSchedules = sessionSchedule.GetRelatedEntities(XrmContext, new Relationship("adx_eventschedule_eventregistration")).ToList();
var registration = eventSchedules.FirstOrDefault(er => er.GetAttributeValue <EntityReference>("adx_attendeeid") == Attendee.ToEntityReference());
XrmContext.DeleteObject(registration);
XrmContext.SaveChanges();
}
break;
case "Feedback":
{
var feedbackPage = ServiceContext.GetPageBySiteMarkerName(Website, "Event Feedback");
if (feedbackPage != null)
{
var url = new UrlBuilder(ServiceContext.GetUrl(feedbackPage));
url.QueryString["id"] = id.ToString();
Response.Redirect(url.PathWithQueryString);
}
}
break;
}
// redirect to current page (to avoid re-post issues)
if (SiteMap.CurrentNode == null)
{
return;
}
Response.Redirect(SiteMap.CurrentNode.Url);
}
protected void UpdateCartItems()
{
foreach (var item in CartItems.Items)
{
var cartItemIdTextBox = item.FindControl("CartItemID") as TextBox;
if (cartItemIdTextBox == null)
{
continue;
}
var quantityTextBox = item.FindControl("Quantity") as TextBox;
if (quantityTextBox == null)
{
continue;
}
int quantity;
if (!int.TryParse(quantityTextBox.Text, out quantity))
{
throw new InvalidOperationException("Could not parse quantity");
}
try
{
var cartItemId = new Guid(cartItemIdTextBox.Text);
var cartItem = Cart.GetCartItemByID(cartItemId) as ShoppingCartItem;
if (cartItem == null)
{
throw new InvalidOperationException("Unable to find cart item corresponding to CartItemID");
}
if (cartItem.Quantity != quantity)
{
cartItem.Quantity = quantity;
}
cartItem.UpdateItemPrice(PriceListName);
}
catch (FormatException)
{
throw new InvalidOperationException("Unable to parse Guid from CartItemID value");
}
}
XrmContext.SaveChanges();
}
protected void ResolveButton_Click(object sender, EventArgs e)
{
EditPanel.Enabled = false;
CloseRelatedActivities();
Case.CustomerSatisfactionCode = int.Parse(Satisfaction.SelectedValue);
XrmContext.Attach(Case);
XrmContext.UpdateObject(Case);
XrmContext.SaveChanges();
XrmContext.SetCaseStatusAndSave(Case, "Resolved", Resolution.Text);
XrmContext.Detach(Case);
Response.Redirect(Request.RawUrl);
}
protected void ManagePermissionsButton_Click(object sender, EventArgs e)
{
var url = GetUrlForRequiredSiteMarker("Manage Permissions");
var permissionsCreated = CreatePermissions();
if (permissionsCreated)
{
XrmContext.SaveChanges();
}
var id = ContactToEdit.GetAttributeValue <Guid>("contactid");
url.QueryString.Set("ContactID", id.ToString());
Response.Redirect(url.PathWithQueryString);
}
protected void SubmitButton_Click(object sender, EventArgs e)
{
if (userName == passwordTextBox.Text)
{
Message1.Visible = true;
Message1.Text = "Old password and new password must be different. Please try again.";
}
else
{
Message1.Visible = false;
LoginContact.Adx_password = passwordTextBox.Text;
LoginContact.Adx_changepasswordatnextlogon = false;
XrmContext.Attach(LoginContact);
XrmContext.UpdateObject(LoginContact);
XrmContext.SaveChanges();
XrmContext.Detach(LoginContact);
Response.Redirect("login", true);
}
}
private void SaveAccountDetails(Account account)
{
if (account == null)
{
return;
}
account.Name = AccountName.Text;
account.WebSiteURL = AccountWebsite.Text;
account.Address1_Line1 = AccountAddress1.Text;
account.Address1_Line2 = AccountAddress2.Text;
account.Address1_Line3 = AccountAddress3.Text;
account.Address1_City = AccountCity.Text;
account.Address1_StateOrProvince = AccountProvince.Text;
account.Address1_PostalCode = AccountPostalCode.Text;
account.Address1_Country = AccountCountry.Text;
XrmContext.UpdateObject(account);
XrmContext.SaveChanges();
}
protected void ProductItemCommand(object sender, CommandEventArgs e)
{
if (e.CommandName != "AddToCart")
{
return;
}
if (Cart == null)
{
const string nameFormat = "Cart for {0}";
var cart = new Entity("adx_shoppingcart");
cart.SetAttributeValue("adx_websiteid", Website.ToEntityReference());
if (Contact == null)
{
cart.SetAttributeValue("adx_name", string.Format(nameFormat, VisitorID));
cart.SetAttributeValue("adx_visitorid", VisitorID);
}
else
{
cart.SetAttributeValue("adx_name", string.Format(nameFormat, Contact.GetAttributeValue <string>("fullname")));
cart.SetAttributeValue("adx_contactid", Contact.ToEntityReference());
}
XrmContext.AddObject(cart);
XrmContext.SaveChanges();
}
var productId = new Guid(e.CommandArgument.ToString());
if (Cart == null)
{
throw new Exception("Error Processing Cart.");
}
Cart.AddProductToCart(productId, PriceListName);
Response.Redirect(Html.SiteMarkerUrl("Shopping Cart") ?? Request.Url.PathAndQuery);
}
protected void ScheduleService_Click(object sender, EventArgs e)
{
var availableResourceId = (Guid)AvailableTimes.SelectedDataKey.Values["AvailableResource"];
var availableResource = XrmContext.CreateQuery("resource").First(r => r.GetAttributeValue <Guid>("resourceid") == availableResourceId);
var selectedStart = (DateTime)AvailableTimes.SelectedDataKey.Values["ScheduledStartUniversalTime"];
var selectedEnd = (DateTime)AvailableTimes.SelectedDataKey.Values["ScheduledEndUniversalTime"];
var appointment = new Entity("serviceappointment");
appointment.SetAttributeValue("serviceid", Service.ToEntityReference());
appointment.SetAttributeValue("subject", "Web Service Scheduler: " + ServiceType.SelectedItem);
appointment.SetAttributeValue("scheduledstart", selectedStart);
appointment.SetAttributeValue("scheduledend", selectedEnd);
var resourcesActivityParty = new Entity("activityparty");
resourcesActivityParty["partyid"] = new EntityReference(availableResource.GetAttributeValue <string>("objecttypecode"), availableResource.Id);
var resources = new EntityCollection(new List <Entity> {
resourcesActivityParty
});
appointment.SetAttributeValue("resources", resources);
var customersActivityParty = new Entity("activityparty");
customersActivityParty["partyid"] = Contact.ToEntityReference();
var customers = new EntityCollection(new List <Entity> {
customersActivityParty
});
appointment.SetAttributeValue("customers", customers);
XrmContext.AddObject(appointment);
XrmContext.SaveChanges();
XrmContext.SetState((int)ServiceAppointmentState.Scheduled, 4, appointment);
var page = ServiceContext.GetPageBySiteMarkerName(Website, "Service Details");
Response.Redirect(string.Format("{0}?serviceid={1}", ServiceContext.GetUrl(page), appointment.Id));
}
protected void Login1_Authenticate(object sender, System.Web.UI.WebControls.AuthenticateEventArgs e)
{
if (LoginContact == null)
{
e.Authenticated = false;
}
else
{
if (LoginContact.Adx_username == Login1.UserName)
{
if (LoginContact.Adx_changepasswordatnextlogon.Value)
{
var portal = PortalCrmConfigurationManager.CreatePortalContext();
var website = (Adx_website)portal.Website;
var page = (Adx_webpage)portal.ServiceContext.GetPageBySiteMarkerName(portal.Website, "ChangePassword");
string redirectURL = page.Adx_PartialUrl + "?UserName="******"&Password=" + Server.UrlEncode(Login1.Password);
Response.Redirect(redirectURL);
}
else
{
LoginContact.Adx_LastSuccessfulLogon = DateTime.Now;
XrmContext.Attach(LoginContact);
XrmContext.UpdateObject(LoginContact);
XrmContext.SaveChanges();
XrmContext.Detach(LoginContact);
e.Authenticated = true;
FormsAuthentication.RedirectFromLoginPage(Login1.UserName, true);
}
}
else
{
e.Authenticated = false;
}
}
}
protected void SubmitButton_Click(object sender, EventArgs e)
{
if (!Page.IsValid)
{
return;
}
if (!Request.IsAuthenticated)
{
return;
}
if (AccountInformation.Visible)
{
var contactAccount = Contact.contact_customer_accounts;
SaveAccountDetails(XrmContext.AccountSet.FirstOrDefault(a => a.AccountId == contactAccount.AccountId));
}
if (SelfInformation.Visible)
{
var contact = XrmContext.MergeClone(Contact);
SetContactDetails(contact);
XrmContext.UpdateObject(contact);
ManageLists(XrmContext, contact);
XrmContext.SaveChanges();
}
var snippet = RegistrationPanel.FindControl("ProfileUpdatedMsg");
if (snippet != null)
{
snippet.Visible = true;
}
}
protected void CreateButton_Click(object sender, EventArgs e)
{
var access = ServiceContext.GetCaseAccessByContact(Contact) as Adx_caseaccess;
if (access == null || !access.Adx_Create.GetValueOrDefault())
{
return; // no permission to create a case
}
PriorityCode.SelectedValue = PriorityCode.Items.FindByText(ServiceContext.GetSiteSettingValueByName(Website, "case/prioritycode")).Value;
var subject = XrmContext.SubjectSet.First(s => s.Title == ServiceContext.GetSiteSettingValueByName(Website, "case/subject"));
var incident = new Incident
{
Title = TitleTextBox.Text,
PriorityCode = int.Parse(PriorityCode.SelectedValue),
CaseTypeCode = int.Parse(CaseType.SelectedValue),
SubjectId = subject.ToEntityReference(),
CustomerId = Contact.ToEntityReference(),
Adx_CreatedByUsername = Contact.FullName,
Adx_CreatedByIPAddress = Request.UserHostAddress,
};
XrmContext.AddObject(incident);
XrmContext.SaveChanges();
var noteSubject = "Note created on " + DateTime.Now + " by " + Contact.FullName;
XrmContext.AddNoteAndSave(incident, noteSubject, WebAnnotationPrefix + " " + Description.Text, Attachment.PostedFile);
var page = ServiceContext.GetPageBySiteMarkerName(Website, "Cases");
Response.Redirect(ServiceContext.GetUrl(page));
}
protected void Register_Click(object sender, EventArgs e)
{
if (!Page.IsValid)
{
return;
}
// Determine if the user is already in the CRM as either a lead or customer
var existingContact = XrmContext.ContactSet.FirstOrDefault(c => c.EMailAddress1 == EMail.Text);
var existingLead = XrmContext.LeadSet.FirstOrDefault(l => l.EMailAddress1 == EMail.Text);
var eventParticipant = new ActivityParty();
if (existingContact != null)
{
eventParticipant.contact_activity_parties = existingContact;
eventParticipant.PartyId = new EntityReference(Contact.EntityLogicalName, existingContact.ContactId.GetValueOrDefault());
}
else if (existingLead != null)
{
eventParticipant.lead_activity_parties = existingLead;
eventParticipant.PartyId = new EntityReference(Lead.EntityLogicalName, existingLead.Id);
}
else
{
// No Contact or Lead previously exsits in the CRM
// Create the registrant as a lead in the CRM
var newLead = new Lead
{
Subject = string.Format("{0}, {1}: {2}", LastName.Text, FirstName.Text, Campaign.Name),
FirstName = FirstName.Text,
LastName = LastName.Text,
CompanyName = CompanyName.Text,
LeadQualityCode = 2,
Telephone1 = Phone.Text,
EMailAddress1 = EMail.Text,
Address1_Line1 = Address1.Text,
Address1_Line2 = Address2.Text,
Address1_Line3 = Address3.Text,
Address1_StateOrProvince = State.Text,
Address1_PostalCode = PostalCode.Text,
Address1_Country = Country.Text
};
XrmContext.AddObject(newLead);
XrmContext.SaveChanges();
existingLead = XrmContext.LeadSet.FirstOrDefault(l => l.EMailAddress1 == EMail.Text);
if (existingLead != null)
{
eventParticipant.lead_activity_parties = existingLead;
eventParticipant.PartyId = new EntityReference(Lead.EntityLogicalName, existingLead.Id);
}
}
// Register user for event by creating a marketing response
var registration = new CampaignResponse
{
Customer = new[] { eventParticipant },
RegardingObjectId = Campaign.ToEntityReference(),
ResponseCode = 200000,
Subject = string.Format("{0}, {1}: {2}", LastName.Text, FirstName.Text, Campaign.Name),
ChannelTypeCode = 200000,
ReceivedOn = DateTime.Now,
FirstName = FirstName.Text,
LastName = LastName.Text,
MSA_StreetAddress1 = Address1.Text,
MSA_StreetAddress2 = Address2.Text,
MSA_StreetAddress3 = Address3.Text,
MSA_City = City.Text,
MSA_State = State.Text,
MSA_PostalCode = PostalCode.Text,
MSA_Country = Country.Text,
CompanyName = CompanyName.Text,
MSA_JobTitle = JobTitle.Text,
Telephone = Phone.Text,
EMailAddress = EMail.Text,
Description = Notes.Text,
MSA_PreferredMethodofCommunication = CommunicationMethod.SelectedIndex
};
XrmContext.AddObject(registration);
XrmContext.SaveChanges();
//Show Confirmation
RegForm.Visible = false;
ConfirmationMsg.Visible = true;
EventExportLink.NavigateUrl = string.Format("/Event.axd?type=registration&id={0}", Campaign.Id);
}
protected void OnItemInserted(object sender, CrmEntityFormViewInsertedEventArgs e)
{
var opportunity = XrmContext.CreateQuery("opportunity").First(o => o.GetAttributeValue <Guid>("opportunityid") == e.EntityId);
var opportunityProductsFromLead = opportunity.GetAttributeValue <string>("adx_opportunityproductsfromlead");
var productsList = new List <Entity>();
if (!string.IsNullOrEmpty(opportunityProductsFromLead))
{
var products = XrmContext.CreateQuery("product");
var words = opportunityProductsFromLead.Split(',');
foreach (var word in words)
{
foreach (var product in products)
{
if (product.GetAttributeValue <string>("name").Trim().ToUpper() == word.Trim().ToUpper())
{
productsList.Add(product);
}
}
}
}
foreach (var leadProduct in productsList)
{
if (!XrmContext.IsAttached(leadProduct))
{
XrmContext.Attach(leadProduct);
}
XrmContext.AddLink(opportunity, new Relationship("adx_opportunity_product"), leadProduct);
}
opportunity.SetAttributeValue("adx_referencecode", GetOpportunityReferenceCode());
var salesStage = opportunity.GetAttributeValue <OptionSetValue>("salesstagecode") == null ? 0 : opportunity.GetAttributeValue <OptionSetValue>("salesstagecode").Value;
var response = (RetrieveAttributeResponse)ServiceContext.Execute(new RetrieveAttributeRequest
{
EntityLogicalName = "opportunity",
LogicalName = "salesstagecode"
});
var picklist = response.AttributeMetadata as PicklistAttributeMetadata;
if (picklist == null)
{
return;
}
foreach (var option in picklist.OptionSet.Options)
{
if (option != null && option.Value != null && option.Value.Value == salesStage)
{
opportunity.SetAttributeValue("stepname", option.Label.GetLocalizedLabelString());
}
}
var leadType = XrmContext.CreateQuery("adx_leadtype").FirstOrDefault(lt => lt.GetAttributeValue <string>("adx_name") == "Partner Created");
if (leadType != null)
{
opportunity.SetAttributeValue("adx_leadtypeid", leadType.ToEntityReference());
}
XrmContext.UpdateObject(opportunity);
XrmContext.SaveChanges();
var url = GetUrlForRequiredSiteMarker("Accepted Opportunities");
Response.Redirect(url);
}
protected void FindTimes_Click(object sender, EventArgs args)
{
var startTimeInMinutesFromMidnight = int.Parse(StartTime.SelectedValue);
var startDate = StartDate.SelectedDate.AddMinutes(startTimeInMinutesFromMidnight);
var endTimeInMinutesFromMidnight = int.Parse(EndTime.SelectedValue);
var endDate = EndDate.SelectedDate.AddMinutes(endTimeInMinutesFromMidnight);
if (!SelectedDatesAndTimesAreValid(startDate, endDate, startTimeInMinutesFromMidnight, endTimeInMinutesFromMidnight))
{
return;
}
// Add the timezone selected to the CRM Contact for next time.
var contact = XrmContext.ContactSet.FirstOrDefault(c => c.ContactId == Contact.Id);
contact.Adx_TimeZone = int.Parse(TimeZoneSelection.SelectedValue);
XrmContext.UpdateObject(contact);
XrmContext.SaveChanges();
var usersMinutesFromGmt = GetUsersMinutesFromGmt(contact.Adx_TimeZone, XrmContext);
var appointmentRequest = new AppointmentRequest
{
AnchorOffset = Service.AnchorOffset.GetValueOrDefault(),
Direction = SearchDirection.Forward,
Duration = Service.Duration.GetValueOrDefault(60),
NumberOfResults = 10,
RecurrenceDuration = endTimeInMinutesFromMidnight - startTimeInMinutesFromMidnight,
RecurrenceTimeZoneCode = contact.Adx_TimeZone.GetValueOrDefault(),
SearchRecurrenceRule = "FREQ=DAILY;INTERVAL=1",
SearchRecurrenceStart = new DateTime(startDate.AddMinutes(usersMinutesFromGmt * -1).Ticks, DateTimeKind.Utc),
SearchWindowEnd = new DateTime(endDate.AddMinutes(usersMinutesFromGmt * -1).Ticks, DateTimeKind.Utc),
ServiceId = Service.ServiceId.GetValueOrDefault()
};
var service = XrmContext;
var searchRequest = new OrganizationRequest("Search");
searchRequest.Parameters["AppointmentRequest"] = appointmentRequest;
var searchResults = (SearchResults)service.Execute(searchRequest).Results["SearchResults"];
var schedules = searchResults.Proposals.Select(proposal => new
{
ScheduledStart = proposal.Start.GetValueOrDefault().ToUniversalTime().AddMinutes(usersMinutesFromGmt),
ScheduledStartUniversalTime = proposal.Start.GetValueOrDefault().ToUniversalTime(),
ScheduledEnd = proposal.End.GetValueOrDefault().ToUniversalTime().AddMinutes(usersMinutesFromGmt),
ScheduledEndUniversalTime = proposal.End.GetValueOrDefault().ToUniversalTime(),
AvailableResource = proposal.ProposalParties.First().ResourceId
});
AvailableTimes.DataSource = schedules;
AvailableTimes.DataBind();
SearchPanel.Visible = false;
ResultsDisplay.Visible = true;
ScheduleServiceButton.Enabled = false;
}
protected void FindTimes_Click(object sender, EventArgs args)
{
var startTimeInMinutesFromMidnight = int.Parse(StartTime.SelectedValue);
var startDate = StartDate.SelectedDate.AddMinutes(startTimeInMinutesFromMidnight);
var endTimeInMinutesFromMidnight = int.Parse(EndTime.SelectedValue);
var endDate = EndDate.SelectedDate.AddMinutes(endTimeInMinutesFromMidnight);
if (!SelectedDatesAndTimesAreValid(startDate, endDate, startTimeInMinutesFromMidnight, endTimeInMinutesFromMidnight))
{
return;
}
// Add the timezone selected to the CRM Contact for next time.
var contact = XrmContext.CreateQuery("contact").FirstOrDefault(c => c.GetAttributeValue <Guid>("contactid") == Contact.Id);
if (contact == null)
{
throw new ApplicationException(string.Format("Could not find user contact where contactid equals '{0}'", Contact.Id));
}
contact.SetAttributeValue("adx_timezone", int.Parse(TimeZoneSelection.SelectedValue));
XrmContext.UpdateObject(contact);
XrmContext.SaveChanges();
var usersMinutesFromGmt = GetUsersMinutesFromGmt(contact.GetAttributeValue <int?>("adx_timezone"), XrmContext);
var appointmentRequest = new AppointmentRequest
{
AnchorOffset = Service.GetAttributeValue <int?>("anchoroffset").GetValueOrDefault(),
Direction = SearchDirection.Forward,
Duration = Service.GetAttributeValue <int?>("duration").GetValueOrDefault(60),
NumberOfResults = 10,
RecurrenceDuration = endTimeInMinutesFromMidnight - startTimeInMinutesFromMidnight,
RecurrenceTimeZoneCode = contact.GetAttributeValue <int?>("adx_timezone").GetValueOrDefault(),
SearchRecurrenceRule = "FREQ=DAILY;INTERVAL=1",
SearchRecurrenceStart = new DateTime(startDate.AddMinutes(usersMinutesFromGmt * -1).Ticks, DateTimeKind.Utc),
SearchWindowEnd = new DateTime(endDate.AddMinutes(usersMinutesFromGmt * -1).Ticks, DateTimeKind.Utc),
ServiceId = Service.GetAttributeValue <Guid>("serviceid")
};
var service = XrmContext;
var searchRequest = new OrganizationRequest("Search");
searchRequest.Parameters["AppointmentRequest"] = appointmentRequest;
var searchResults = (SearchResults)service.Execute(searchRequest).Results["SearchResults"];
var schedules = searchResults.Proposals.Select(proposal => new
{
ScheduledStart = proposal.Start.GetValueOrDefault().ToUniversalTime().AddMinutes(usersMinutesFromGmt),
ScheduledStartUniversalTime = proposal.Start.GetValueOrDefault().ToUniversalTime(),
ScheduledEnd = proposal.End.GetValueOrDefault().ToUniversalTime().AddMinutes(usersMinutesFromGmt),
ScheduledEndUniversalTime = proposal.End.GetValueOrDefault().ToUniversalTime(),
AvailableResource = proposal.ProposalParties.First().ResourceId
}).Where(proposal => proposal.ScheduledStartUniversalTime >= DateTime.UtcNow);
if (!schedules.Any())
{
SearchPanel.Visible = true;
NoTimesMessage.Visible = true;
ResultsDisplay.Visible = false;
return;
}
AvailableTimes.DataSource = schedules;
AvailableTimes.DataBind();
SearchPanel.Visible = false;
ResultsDisplay.Visible = true;
ScheduleServiceButton.Enabled = false;
}
protected void OnItemInserted(object sender, CrmEntityFormViewInsertedEventArgs e)
{
var contact = XrmContext.CreateQuery("contact").FirstOrDefault(c => c.GetAttributeValue <Guid>("contactid") == e.EntityId);
if (contact == null)
{
throw new Exception(string.Format("A contact couldn't be found with a contact ID equal to {0}.", e.EntityId));
}
var parentCustomerAccount = Contact.GetAttributeValue <EntityReference>("parentcustomerid") == null ? null : ServiceContext.CreateQuery("account").FirstOrDefault(a => a.GetAttributeValue <Guid>("accountid") == Contact.GetAttributeValue <EntityReference>("parentcustomerid").Id);
if (parentCustomerAccount == null)
{
throw new Exception("Parent Customer Account could not be found associated to the current user's contact.");
}
Guid accountId = (Guid.TryParse(CompanyNameList.SelectedValue, out accountId)) ? accountId : Guid.Empty;
var account = XrmContext.CreateQuery("account").FirstOrDefault(a => a.GetAttributeValue <Guid>("accountid") == accountId);
var opportunity = OriginatingOpportunity == null ? null : XrmContext.CreateQuery("opportunity").FirstOrDefault(o => o.GetAttributeValue <Guid>("opportunityid") == OriginatingOpportunity.Id);
if (opportunity != null)
{
var contactCrossover = opportunity.GetRelatedEntities(XrmContext, new Relationship("adx_opportunity_contact")).FirstOrDefault(c => c.GetAttributeValue <Guid>("contactid") == contact.GetAttributeValue <Guid>("contactid"));
var oppnote = new Entity("adx_opportunitynote");
if (contactCrossover == null)
{
XrmContext.AddLink(opportunity, new Relationship("adx_opportunity_contact"), contact);
oppnote.SetAttributeValue("adx_name", "Contact Added: " + contact.GetAttributeValue <string>("fullname"));
oppnote.SetAttributeValue("adx_date", DateTime.UtcNow);
oppnote.SetAttributeValue("adx_description", "Contact Added: " + contact.GetAttributeValue <string>("fullname"));
oppnote.SetAttributeValue("adx_opportunityid", opportunity.ToEntityReference());
var assignedToContact = opportunity.GetRelatedEntity(XrmContext, new Relationship("msa_contact_opportunity"));
oppnote.SetAttributeValue("adx_assignedto", assignedToContact != null ? assignedToContact.GetAttributeValue <string>("fullname") : string.Empty);
XrmContext.AddObject(oppnote);
XrmContext.UpdateObject(opportunity);
}
}
contact.SetAttributeValue("msa_managingpartnerid", parentCustomerAccount.ToEntityReference());
if (account != null)
{
contact.SetAttributeValue("parentcustomerid", account.ToEntityReference());
XrmContext.UpdateObject(account);
}
XrmContext.UpdateObject(contact);
if (SetAsPrimary)
{
if (account == null)
{
throw new Exception(string.Format("An account with the account ID equal to {0} couldn’t be found.", accountId));
}
account.SetAttributeValue("primarycontactid", contact.ToEntityReference());
XrmContext.UpdateObject(account);
}
XrmContext.SaveChanges();
if (opportunity != null)
{
var url = GetUrlForRequiredSiteMarker("Opportunity Details");
url.QueryString.Set("OpportunityID", opportunity.GetAttributeValue <Guid>("opportunityid").ToString());
Response.Redirect(url.PathWithQueryString);
}
else if (ReturnToAccount)
{
if (account == null)
{
throw new Exception(string.Format("An account with the account ID equal to {0} couldn’t be found.", accountId));
}
var url = GetUrlForRequiredSiteMarker("Edit Customer Account");
url.QueryString.Set("AccountID", account.Id.ToString());
Response.Redirect(url.PathWithQueryString);
}
else if (FromCreateOpportunity)
{
if (account == null)
{
throw new Exception(string.Format("An account with the account ID equal to {0} couldn’t be found.", accountId));
}
var url = GetUrlForRequiredSiteMarker("Create Opportunity");
url.QueryString.Set("AccountId", account.Id.ToString());
Response.Redirect(url.PathWithQueryString);
}
else
{
var url = GetUrlForRequiredSiteMarker("Manage Customer Contacts");
Response.Redirect(url.PathWithQueryString);
}
}
protected void SaveButton_Click(object sender, EventArgs args)
{
foreach (GridViewRow row in NewOpportunitiesList.Rows)
{
var dataKey = new Guid(NewOpportunitiesList.DataKeys[row.RowIndex].Value.ToString());
var cellCount = row.Cells.Count;
var acceptCell = row.Cells[cellCount - 2];
var accept = acceptCell.FindControl(dataKey + "_accept") as CheckBox;
var declineCell = row.Cells[cellCount - 1];
var decline = declineCell.FindControl(dataKey + "_decline") as CheckBox;
var opportunity = XrmContext.CreateQuery("opportunity").FirstOrDefault(o => o.GetAttributeValue <Guid>("opportunityid") == dataKey);
if (SavedOpportunities.Contains(dataKey.ToString()) ||
(!accept.Checked && !decline.Checked) || (accept.Checked && decline.Checked))
{
continue;
}
var partnerReference = opportunity.GetAttributeValue <EntityReference>("msa_partnerid");
if (partnerReference == null)
{
continue;
}
var partner = XrmContext.CreateQuery("account").First(a => a.GetAttributeValue <Guid>("accountid") == partnerReference.Id);
var oppPermissions = XrmContext.GetOpportunityAccessByContactForParentAccount(Contact).Where(oa =>
oa.GetAttributeValue <bool?>("adx_acceptdecline").GetValueOrDefault(false));
if (partner.GetAttributeValue <int?>("adx_numberofopportunitiesdelivered").GetValueOrDefault(0) == 0)
{
partner.SetAttributeValue("adx_numberofopportunitiesdelivered", 1);
}
var touchrate = (double)(partner.GetAttributeValue <int?>("adx_numberofopportunitiesaccepted").GetValueOrDefault(0) + (partner.GetAttributeValue <int?>("adx_numberofopportunitiesdeclined").GetValueOrDefault(0))) / (partner.GetAttributeValue <int?>("adx_numberofopportunitiesdelivered").GetValueOrDefault(1));
partner.SetAttributeValue("adx_touchrate", touchrate);
if (accept.Checked)
{
if (oppPermissions.ToList().Any())
{
//we mark this opportunity as accepted
opportunity.SetAttributeValue("statuscode", new OptionSetValue((int)Adxstudio.Xrm.Partner.Enums.OpportunityStatusReason.Accepted));
opportunity.SetAttributeValue("stepname", OpportunityHistory.PipelinePhaseAccepted);
opportunity.SetAttributeValue("adx_accepteddate", DateTime.UtcNow);
partner.SetAttributeValue("adx_numberofopportunitiesaccepted", partner.GetAttributeValue <int?>("adx_numberofopportunitiesaccepted").GetValueOrDefault(0) + 1);
}
}
else if (decline.Checked)
{
if (oppPermissions.ToList().Any())
{
//we mark this opportunity as declined
opportunity.SetAttributeValue("statuscode", new OptionSetValue((int)Adxstudio.Xrm.Partner.Enums.OpportunityStatusReason.Declined));
opportunity.SetAttributeValue("stepname", OpportunityHistory.PipelinePhaseDeclined);
partner.SetAttributeValue("adx_numberofopportunitiesdeclined", partner.GetAttributeValue <int?>("adx_numberofopportunitiesdeclined").GetValueOrDefault(0) + 1);
partner.SetAttributeValue("adx_activeopportunitycount", partner.GetAttributeValue <int?>("adx_activeopportunitycount").GetValueOrDefault(0) - 1);
XrmContext.AddLink(opportunity, new Relationship("adx_account_declinedopportunity"), partner);
}
}
opportunity.SetAttributeValue("adx_expirydate", null);
XrmContext.UpdateObject(opportunity);
XrmContext.UpdateObject(partner);
XrmContext.SaveChanges();
SavedOpportunities += dataKey + ",";
}
RestoreCheckedValues();
//Response.Redirect(Request.RawUrl);
}