private Guid CreateTemplatedEmail(IOrganizationService service, EntityReference incident, Guid templateId)
{
InstantiateTemplateRequest request = new InstantiateTemplateRequest()
{
TemplateId = templateId,
ObjectId = incident.Id,
ObjectType = incident.LogicalName
};
try
{
InstantiateTemplateResponse response = (InstantiateTemplateResponse)service.Execute(request);
Entity email = response.EntityCollection[0];
Guid emailId = service.Create(email);
return(emailId);
}
catch (FaultException <OrganizationServiceFault> ex)
{
throw new Exception("XrmWorkflowTools.CreateEmailFromTemplate.CreateTemplatedEmail: " + ex.Message);
}
catch (System.Exception ex)
{
throw new Exception("XrmWorkflowTools.CreateEmailFromTemplate.CreateTemplatedEmail: " + ex.Message);
}
}
public JsonResult PreviewEmail(EmailEntity crmEmail)
{
log.Info("Entered PreviewEmail constructor");
var activityPartyBccColl = new EntityCollection();
if (crmEmail.ToAll)
{
PopulateAllContactsFromFilter(crmEmail, activityPartyBccColl);
}
else
{
activityPartyBccColl = PopulateContactsProvided(crmEmail, activityPartyBccColl);
}
Entity toContact = new Entity("contact");
toContact.Id = ((EntityReference)activityPartyBccColl.Entities[0]["partyid"]).Id;
var jobjTemplate = (JObject)crmEmail.Template;
string strTemplateId = null;
if (jobjTemplate != null)
{
strTemplateId = getPropertyValue(jobjTemplate, "Id");
}
var emailId = Guid.Empty;
EntityCollection coll = new EntityCollection();
if (!string.IsNullOrEmpty(strTemplateId))
{
UpdateContactWithPersonalNotes(crmEmail.EmailText, crmEmail.EmailSubject, crmEmail.EmailBody, toContact.Id);
InstantiateTemplateRequest instTemplate = new InstantiateTemplateRequest();
instTemplate.TemplateId = new Guid(strTemplateId);
instTemplate.ObjectId = toContact.Id;
instTemplate.ObjectType = "contact";
InstantiateTemplateResponse instTemplateResponse = (InstantiateTemplateResponse)ServiceProxy.Execute(instTemplate);
Entity emailPreview = (Entity)instTemplateResponse.EntityCollection.Entities[0];
coll.Entities.Add(emailPreview);
}
log.Info("Exiting PreviewEmail constructor");
return(new JsonResult()
{
Data = GetResultSet(coll)
});
}
/// <summary>
/// Creates an Email entity from a template and value entity
/// </summary>
/// <param name="service">The organization service</param>
/// <param name="tracingService">The tracing service</param>
/// <param name="templateId">The id of the template to instantiate</param>
/// <param name="entityReference">The entity to use to substitute values in the template</param>
/// <returns>An Email Entity</returns>
public static List <Email> InstantiateTemplate(IOrganizationService service, ITracingService tracingService, Guid templateId, EntityReference entityReference)
{
InstantiateTemplateRequest request = new InstantiateTemplateRequest();
request.TemplateId = templateId;
request.ObjectId = entityReference.Id;
request.ObjectType = entityReference.LogicalName;
InstantiateTemplateResponse response = (InstantiateTemplateResponse)service.Execute(request);
return(response.EntityCollection.Entities.Select(e => e.ToEntity <Email>()).ToList());
}
/// <summary>
/// Render email template data
/// </summary>
/// <param name="templateId">template id</param>
/// <param name="primaryEntityId">primary entity id</param>
/// <param name="primaryEntityName">primary entity name</param>
/// <param name="service">organization service</param>
/// <returns>rendered email object</returns>
internal static Entity RenderEmailTemplateData(Guid templateId, Guid primaryEntityId, string primaryEntityName, IOrganizationService service)
{
// Instantiate Email template and return Email object
InstantiateTemplateRequest instTemplateReq = new InstantiateTemplateRequest
{
TemplateId = templateId,
ObjectId = primaryEntityId,
ObjectType = primaryEntityName
};
InstantiateTemplateResponse instTemplateResp = (InstantiateTemplateResponse)service.Execute(instTemplateReq);
return(instTemplateResp.EntityCollection[0]);
}
private Entity GetEmailByTemplate(string strTemplateId, Entity toContact)
{
var emailId = Guid.Empty;
InstantiateTemplateRequest instTemplate = new InstantiateTemplateRequest();
instTemplate.TemplateId = new Guid(strTemplateId);
instTemplate.ObjectId = ((EntityReference)toContact["partyid"]).Id;
instTemplate.ObjectType = "contact";
InstantiateTemplateResponse instTemplateResponse = (InstantiateTemplateResponse)ServiceProxy.Execute(instTemplate);
var emailCrmEntity = (Entity)instTemplateResponse.EntityCollection.Entities[0];
return(emailCrmEntity);
}
private Entity GetEmailInstantiateFromTemplate(Entity template, Guid userId)
{
InstantiateTemplateRequest instantiateTemplateRequest = new InstantiateTemplateRequest()
{
ObjectId = userId
,
ObjectType = "systemuser"
,
TemplateId = template.Id
};
InstantiateTemplateResponse instantiateTemplateResponse = this.CrmOrganisationService.Execute(instantiateTemplateRequest) as InstantiateTemplateResponse;
return(instantiateTemplateResponse.EntityCollection.Entities[0]);
}
/// <summary>
/// Create an e-mail using a template.
/// </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();
//<snippetCreateEmailUsingTemplate1>
// Use the InstantiateTemplate message to create an e-mail message using a template.
InstantiateTemplateRequest instTemplateReq = new InstantiateTemplateRequest
{
TemplateId = _templateId,
ObjectId = _accountId,
ObjectType = Account.EntityLogicalName
};
InstantiateTemplateResponse instTemplateResp = (InstantiateTemplateResponse)_serviceProxy.Execute(instTemplateReq);
// Serialize the email message to XML, and save to a file.
XmlSerializer serializer = new XmlSerializer(typeof(InstantiateTemplateResponse));
string filename = "email-message.xml";
using (StreamWriter writer = new StreamWriter(filename))
{
serializer.Serialize(writer, instTemplateResp);
}
Console.WriteLine("Created e-mail using the template.");
//</snippetCreateEmailUsingTemplate1>
DeleteRequiredRecords(promptforDelete);
}
}
// Catch any service fault exceptions that Microsoft Dynamics CRM throws.
catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>)
{
// You can handle an exception here or pass it back to the calling method.
throw;
}
}
/// <summary>
/// Create an e-mail using a template.
/// </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();
//<snippetCreateEmailUsingTemplate1>
// Use the InstantiateTemplate message to create an e-mail message using a template.
InstantiateTemplateRequest instTemplateReq = new InstantiateTemplateRequest
{
TemplateId = _templateId,
ObjectId = _accountId,
ObjectType = Account.EntityLogicalName
};
InstantiateTemplateResponse instTemplateResp = (InstantiateTemplateResponse)_serviceProxy.Execute(instTemplateReq);
// Serialize the email message to XML, and save to a file.
XmlSerializer serializer = new XmlSerializer(typeof(InstantiateTemplateResponse));
string filename = "email-message.xml";
using (StreamWriter writer = new StreamWriter(filename))
{
serializer.Serialize(writer, instTemplateResp);
}
Console.WriteLine("Created e-mail using the template.");
//</snippetCreateEmailUsingTemplate1>
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 Entity GetEmailInstantiateFromTemplate(Entity template, Guid userId)
{
TraceService.Trace("Email Template with ID {0} is going to be instanciated by user {1}", template.Id, userId);
InstantiateTemplateRequest instantiateTemplateRequest = new InstantiateTemplateRequest()
{
ObjectId = userId
,
ObjectType = "systemuser"
,
TemplateId = template.Id
};
InstantiateTemplateResponse instantiateTemplateResponse = this.OrganizationService.Execute(instantiateTemplateRequest) as InstantiateTemplateResponse;
Entity email = instantiateTemplateResponse.EntityCollection.Entities[0];
TraceService.Trace("Email Template has been instanciated correctly. Email ID:{0}", email.Id);
return(email);
}
public static void CreateEmailFromTemplate(IOrganizationService service, EntityCollection sendFromCol, EntityCollection sendToCol, string emailSubject, string previewTriggerVaule, EntityReference regard, Guid contactId, Entity template, string btnOrder)
{
if (template != null)
{
// Use the InstantiateTemplate message to create an e-mail message using a template.
InstantiateTemplateRequest instTemplateReq = new InstantiateTemplateRequest
{
TemplateId = template.Id,
ObjectId = contactId,
ObjectType = "contact"
};
InstantiateTemplateResponse instTemplateResp = (InstantiateTemplateResponse)service.Execute(instTemplateReq);
Entity email = instTemplateResp.EntityCollection.Entities[0];
email.Attributes["new_campaigninvatationid"] = previewTriggerVaule;
email.Attributes["subject"] = emailSubject;
email.Attributes.Add("from", sendFromCol);
service.Create(email);
}
}
public Entity CreateEmailFromTemplate(IOrganizationService service, EntityReference template, Guid userId)
{
var request = new InstantiateTemplateRequest
{
TemplateId = template.Id,
ObjectId = userId,
ObjectType = "systemuser"
};
var response = (InstantiateTemplateResponse)service.Execute(request);
var entity = response.EntityCollection.Entities.FirstOrDefault();
if (entity == null)
{
throw new Exception(String.Format("Unable to create an email from the {0} template.", template.Name));
}
return(entity);
}
protected Tuple <string, string> GetEmailTemplateDescription(Guid templateGuid, Guid sysUser)
{
InstantiateTemplateRequest templateRequest = new InstantiateTemplateRequest();
//object id is the system user since it is a general template
templateRequest.ObjectId = sysUser;
templateRequest.ObjectType = SystemUser.EntityLogicalName;
var body = ""; var subject = "";
templateRequest.TemplateId = templateGuid;
InstantiateTemplateResponse instTempResp = (InstantiateTemplateResponse)_service.Execute(templateRequest);
if (instTempResp.EntityCollection.Entities != null && instTempResp.EntityCollection.Entities.Count > 0)
{
body = (string)instTempResp.EntityCollection.Entities[0].Attributes["description"];
subject = (string)instTempResp.EntityCollection.Entities[0].Attributes["subject"];
return(new Tuple <string, string>(body, subject));
}
return(new Tuple <string, string>(body, subject));
}
private static Entity GenerateTemplate(IOrganizationService service, Guid templateId, Guid recordId, string logicalName)
{
try
{
InstantiateTemplateRequest request = new InstantiateTemplateRequest
{
TemplateId = templateId,
ObjectId = recordId,
ObjectType = logicalName
};
InstantiateTemplateResponse response = (InstantiateTemplateResponse)service.Execute(request);
return(response.EntityCollection.Entities.Count == 1
? response.EntityCollection.Entities[0]
: null);
}
catch (Exception)
{
throw new InvalidPluginExecutionException("Template type does not match entity in record url");
}
}
public void RetrieveExistingTemplate()
{
Entity template = TemplatesHelper.RetrieveTemplateByName(TemplateName, this.CrmOrganisationService);
Assert.IsTrue(template.Contains("presentationxml"));
InstantiateTemplateRequest instantiateTemplateRequest = new InstantiateTemplateRequest()
{
ObjectId = Systemuser.GetCallingUserID(this.CrmOrganisationService)
,
ObjectType = "systemuser"
,
TemplateId = template.Id
};
InstantiateTemplateResponse instantiateTemplateResponse = this.CrmOrganisationService.Execute(instantiateTemplateRequest) as InstantiateTemplateResponse;
Assert.IsNotNull(instantiateTemplateResponse.EntityCollection.Entities[0]);
Entity email = instantiateTemplateResponse.EntityCollection.Entities[0];
Assert.IsTrue(email.Contains("description"));
}
public Entity CreateEmailWithAttachments(string strTemplateId, Entity toContact, EntityCollection activityPartyToColl, EntityCollection activityPartyFromColl)
{
var emailId = Guid.Empty;
InstantiateTemplateRequest instTemplate = new InstantiateTemplateRequest();
instTemplate.TemplateId = new Guid(strTemplateId);
instTemplate.ObjectId = ((EntityReference)toContact["partyid"]).Id;
instTemplate.ObjectType = "contact";
InstantiateTemplateResponse instTemplateResponse = (InstantiateTemplateResponse)ServiceProxy.Execute(instTemplate);
var emailCrmEntity = (Entity)instTemplateResponse.EntityCollection.Entities[0];
emailCrmEntity.Attributes.Add("to", activityPartyToColl);
emailCrmEntity.Attributes.Add("from", activityPartyFromColl);
emailCrmEntity.Attributes.Add("directioncode", true);
Entity template = ServiceProxy.Retrieve("template", new Guid(strTemplateId), new ColumnSet(true));
emailId = ServiceProxy.Create(emailCrmEntity);
emailCrmEntity.Id = emailId;
CreateActivityMimeAttachments(template, emailId, false, true);
return(emailCrmEntity);
}
protected Tuple<string, string> GetEmailTemplateDescription(Guid templateGuid, Guid sysUser)
{
InstantiateTemplateRequest templateRequest = new InstantiateTemplateRequest();
//object id is the system user since it is a general template
templateRequest.ObjectId = sysUser;
templateRequest.ObjectType = SystemUser.EntityLogicalName;
var body = ""; var subject = "";
templateRequest.TemplateId = templateGuid;
InstantiateTemplateResponse instTempResp = (InstantiateTemplateResponse)_service.Execute(templateRequest);
if (instTempResp.EntityCollection.Entities != null && instTempResp.EntityCollection.Entities.Count > 0)
{
body = (string)instTempResp.EntityCollection.Entities[0].Attributes["description"];
subject = (string)instTempResp.EntityCollection.Entities[0].Attributes["subject"];
return new Tuple<string, string>(body, subject);
}
return new Tuple<string, string>(body, subject);
}
[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
// Use the InstantiateTemplate message to create an e-mail message using a template.
var instTemplateReq = new InstantiateTemplateRequest
{
TemplateId = _templateId,
ObjectId = _accountId,
ObjectType = Account.EntityLogicalName
};
var instTemplateResp = (InstantiateTemplateResponse)service.Execute(instTemplateReq);
// Serialize the email message to XML, and save to a file.
var serializer = new XmlSerializer(typeof(InstantiateTemplateResponse));
string filename = "email-message.xml";
using (var writer = new StreamWriter(filename))
{
serializer.Serialize(writer, instTemplateResp);
}
Console.WriteLine("Created e-mail 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 Microsoft Dataverse";
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();
}
}
public Entity InitialiseEmailFromTemplate(string regardingType, Guid regardingId, Guid templateId)
{
var request = new InstantiateTemplateRequest()
{
ObjectId = regardingId,
ObjectType = regardingType,
TemplateId = templateId
};
var response = (InstantiateTemplateResponse) Execute(request);
return response.EntityCollection.Entities.First();
}
