/// <summary>
        /// Copy <c>Campaign</c> as a <c>Template</c>.
        /// <para>
        /// For more information look at https://msdn.microsoft.com/en-us/library/microsoft.crm.sdk.messages.copycampaignrequest(v=crm.8).aspx
        /// </para>
        /// </summary>
        /// <param name="campaignId"><c>Campaign</c> Id</param>
        /// <returns>
        /// Returns created <c>Campaign</c> Id in <see cref="CopyCampaignResponse.CampaignCopyId"/> property.
        /// </returns>
        public CopyCampaignResponse CopyAsTemplate(Guid campaignId)
        {
            ExceptionThrow.IfGuidEmpty(campaignId, "campaignId");

            CopyCampaignRequest request = new CopyCampaignRequest()
            {
                BaseCampaign   = campaignId,
                SaveAsTemplate = true
            };

            return((CopyCampaignResponse)this.OrganizationService.Execute(request));
        }
Exemplo n.º 2
0
        private Campaign CopyCampaign(Guid campaignId)
        {
            CopyCampaignRequest copyCampaignRequest = new CopyCampaignRequest()
            {
                Language        = "EN",
                SecurityContext = this.securityContext,
                CampaignToCopy  = campaignId                // The campaign which should be copied.
            };

            CopyCampaignResponse copyCampaignResponse = this.serviceAgent.CopyCampaign(copyCampaignRequest);

            if (copyCampaignResponse != null)
            {
                return(this.LoadCampaign(copyCampaignResponse.NewCampaignGuid));
            }
            else
            {
                return(null);
            }
        }
        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);
            }
        }
Exemplo n.º 4
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        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);
            }
        }