/// <summary> /// Distribute <c>CampaignActivity</c>. /// Creates the appropriate activity for each member in the list for the specified campaign activity. /// <para> /// For more information look at https://msdn.microsoft.com/en-us/library/microsoft.crm.sdk.messages.distributecampaignactivityrequest(v=crm.8).aspx /// </para> /// </summary> /// <param name="id"><c>CampaignActvity</c> Id</param> /// <param name="activityEntity"><c>Activity</c> to be distributed. /// This should be <c>phonecall</c> - <c>appointment</c> - <c>letter</c> - <c>fax</c> - <c>email</c>. /// </param> /// <param name="propagationOwnershipOptions"> /// <c>Ownership</c> options for the activity /// This parameter 's values are; /// <c>Caller</c> : All created activities are assigned to the caller of <see cref="IOrganizationService"/> /// <c>ListMemberOwner</c> : Created activities are assigned to respective owners of target members. /// <c>None</c> : There is no change in ownership for the created activities. /// <para> /// For more information look at https://msdn.microsoft.com/en-us/library/microsoft.crm.sdk.messages.propagationownershipoptions(v=crm.8).aspx /// </para> /// </param> /// <param name="ownerTypeCode"></param> /// <param name="ownerId"></param> /// <param name="queueId"> /// Set this field if you want also add created activities to an <c>Queue</c>. /// Method throws an exception (<see cref="ExceptionThrow.IfGuidEmpty(Guid, string, string)"/>) if you set this field to <see cref="Guid.Empty"/> /// </param> /// <param name="emailTemplateId"> /// If you distribute <c>CampaignActivity</c> with <c>Email</c> and you want to use existing <c>template</c> set this field. /// Method throws an exception (<see cref="ExceptionThrow.IfGuidEmpty(Guid, string, string)"/>) if you set this field to <see cref="Guid.Empty"/> /// </param> /// <param name="doesPropagate"> /// Set <c>true</c>, whether the activity is both created and executed. Otherwise set <c>false</c>. /// This field's default value is <c>true</c>, so activity will be created and executed (exp: email wil be send) /// </param> /// <param name="useAsync"> /// Set <c>true</c>, if you want use an asynchronous job to distribute activities. Otherwise set <c>false</c>. /// This field's default value is <c>true</c> /// </param> /// <param name="sendEmail"> /// Set <c>true</c> if you distribute <c>CampaignActivity</c> with <c>Email</c> and you want to send created activities. /// </param> /// <param name="validateActivity"> /// Validates activity entity with required attributes and using method's enum values /// </param> /// <returns> /// Returns created <c>BulkOperation</c> Id in <see cref="DistributeCampaignActivityResponse.BulkOperationId"/> property. /// </returns> public DistributeCampaignActivityResponse Distribute(Guid id, Entity activityEntity, PropagationOwnershipOptions propagationOwnershipOptions, PrincipalType ownerTypeCode, Guid ownerId, Guid?queueId, Guid?emailTemplateId, bool doesPropagate = true, bool useAsync = true, bool sendEmail = false, bool validateActivity = true) { ExceptionThrow.IfGuidEmpty(id, "id"); ExceptionThrow.IfGuidEmpty(ownerId, "ownerId"); ValidateEntity(activityEntity); if (validateActivity) { ValidateActivity(id, activityEntity.LogicalName); } DistributeCampaignActivityRequest request = new DistributeCampaignActivityRequest() { CampaignActivityId = id, Activity = activityEntity, Owner = new EntityReference(ownerTypeCode.Description(), ownerId), OwnershipOptions = propagationOwnershipOptions, PostWorkflowEvent = useAsync, Propagate = doesPropagate, SendEmail = sendEmail }; if (queueId.HasValue) { ExceptionThrow.IfGuidEmpty(queueId.Value, "queueId"); request.QueueId = queueId.Value; } if (emailTemplateId.HasValue) { ExceptionThrow.IfGuidEmpty(emailTemplateId.Value, "emailTemplateId"); request.TemplateId = emailTemplateId.Value; } return((DistributeCampaignActivityResponse)this.OrganizationService.Execute(request)); }
[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> /// 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; } }
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 { //<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; } }