protected void OnItemUpdated(object sender, CrmEntityFormViewUpdatedEventArgs e)
{
if (e.Entity != null)
{
ParatureSyncContactCustomer(e.Entity.Id);
}
ConfirmationMessage.Visible = true;
}
protected void OnItemUpdated(object sender, CrmEntityFormViewUpdatedEventArgs e)
{
SuccessMessage.Visible = true;
}
protected void OpportunityUpdated(object sender, CrmEntityFormViewUpdatedEventArgs e)
{
var context = PortalCrmConfigurationManager.CreateServiceContext();
var opportunity = context.CreateQuery("opportunity").First(o => o.GetAttributeValue <Guid>("opportunityid") == e.Entity.Id);
var partnerReference = opportunity.GetAttributeValue <EntityReference>("msa_partnerid");
if (partnerReference == null)
{
return;
}
var partner = context.CreateQuery("account").First(p => p.GetAttributeValue <Guid>("accountid") == partnerReference.Id);
if (partner.GetAttributeValue <int?>("adx_numberofopportunitiesaccepted").GetValueOrDefault(0) == 0)
{
partner.SetAttributeValue("adx_numberofopportunitiesaccepted", 1);
}
var oppnote = new Entity("adx_opportunitynote");
var oppnote2 = new Entity("adx_opportunitynote");
var feedbackrate = (double)(partner.GetAttributeValue <int?>("adx_numberofopportunitieswithfeedback").GetValueOrDefault(0)) / (partner.GetAttributeValue <int?>("adx_numberofopportunitiesaccepted").GetValueOrDefault(1));
if (UpdatePipelinePhase.Checked)
{
context.SetOpportunityStatusAndSave(opportunity, "Open", 0);
opportunity.SetAttributeValue("statuscode", new OptionSetValue((int)Adxstudio.Xrm.Partner.Enums.OpportunityStatusReason.InProgress));
if (!opportunity.GetAttributeValue <bool?>("adx_feedbackyet").GetValueOrDefault(false))
{
if (!(opportunity.GetAttributeValue <bool?>("adx_partnercreated").GetValueOrDefault(false)))
{
partner.SetAttributeValue("adx_numberofopportunitieswithfeedback", partner.GetAttributeValue <int?>("adx_numberofopportunitieswithfeedback").GetValueOrDefault(0) + 1);
partner.SetAttributeValue("adx_feedbackrate", feedbackrate);
opportunity.SetAttributeValue("adx_feedbackyet", true);
}
}
oppnote.SetAttributeValue("adx_name", PipelinePhase.SelectedItem.Text);
oppnote.SetAttributeValue("adx_date", DateTime.UtcNow);
oppnote.SetAttributeValue("adx_description", PipelineUpdateDetails.Text);
}
else if (WinOpportunity.Checked)
{
context.SetOpportunityStatusAndSave(opportunity, "Won", 0);
opportunity.SetAttributeValue("statuscode", new OptionSetValue((int)Adxstudio.Xrm.Partner.Enums.OpportunityStatusReason.Purchased));
if (!opportunity.GetAttributeValue <bool?>("adx_feedbackyet").GetValueOrDefault(false))
{
if (!(opportunity.GetAttributeValue <bool?>("adx_partnercreated").GetValueOrDefault(false)))
{
partner.SetAttributeValue("adx_numberofopportunitieswithfeedback", partner.GetAttributeValue <int?>("adx_numberofopportunitieswithfeedback").GetValueOrDefault(0) + 1);
partner.SetAttributeValue("adx_feedbackrate", feedbackrate);
opportunity.SetAttributeValue("adx_feedbackyet", true);
}
}
opportunity.SetAttributeValue("adx_wondate", DateTime.UtcNow);
var wonSetting = XrmContext.CreateQuery("adx_sitesetting").FirstOrDefault(ss => ss.GetAttributeValue <string>("adx_name") == "Won Opportunity Note");
var wonNote = "Won";
wonNote = (wonSetting != null) ? wonSetting.GetAttributeValue <string>("adx_value") : wonNote;
oppnote.SetAttributeValue("adx_name", wonNote);
oppnote.SetAttributeValue("adx_date", DateTime.UtcNow);
oppnote.SetAttributeValue("adx_description", WonDetails.Text);
}
else if (CancelOpportunity.Checked)
{
context.SetOpportunityStatusAndSave(opportunity, "Lost", 0);
opportunity.SetAttributeValue("statuscode", new OptionSetValue((int)Adxstudio.Xrm.Partner.Enums.OpportunityStatusReason.Canceled));
if (!opportunity.GetAttributeValue <bool?>("adx_feedbackyet").GetValueOrDefault(false))
{
if (!(opportunity.GetAttributeValue <bool?>("adx_partnercreated").GetValueOrDefault(false)))
{
partner.SetAttributeValue("adx_numberofopportunitieswithfeedback", partner.GetAttributeValue <int?>("adx_numberofopportunitieswithfeedback").GetValueOrDefault(0) + 1);
partner.SetAttributeValue("adx_feedbackrate", feedbackrate);
opportunity.SetAttributeValue("adx_feedbackyet", true);
}
}
var cancelSetting = XrmContext.CreateQuery("adx_sitesetting").FirstOrDefault(ss => ss.GetAttributeValue <string>("adx_name") == "Cancel Opportunity Note");
var cancelNote = "Canceled";
cancelNote = (cancelSetting != null) ? cancelSetting.GetAttributeValue <string>("adx_value") : cancelNote;
oppnote.SetAttributeValue("adx_name", cancelNote);
oppnote.SetAttributeValue("adx_date", DateTime.UtcNow);
oppnote.SetAttributeValue("adx_description", CancelDetails.Text);
}
else if (AddContactCheckBox.Checked)
{
var selectedGuid = new Guid(AddContactList.SelectedItem.Value);
var contact = context.CreateQuery("contact").FirstOrDefault(c => c.GetAttributeValue <Guid>("contactid") == selectedGuid);
var contactCrossover = opportunity.GetRelatedEntities(context, new Relationship("adx_opportunity_contact")).FirstOrDefault(c => c.GetAttributeValue <Guid>("contactid") == contact.GetAttributeValue <Guid>("contactid"));
if (contactCrossover == null)
{
context.AddLink(opportunity, new Relationship("adx_opportunity_contact"), contact);
oppnote2.SetAttributeValue("adx_name", "Contact Added: " + contact.GetAttributeValue <string>("fullname"));
oppnote2.SetAttributeValue("adx_date", DateTime.UtcNow);
oppnote2.SetAttributeValue("adx_description", "Contact Added: " + contact.GetAttributeValue <string>("fullname"));
context.UpdateObject(contact);
}
//var opportunity = OpenOpportunity;
}
else if (ReturnToNetwork.Checked)
{
context.SetOpportunityStatusAndSave(opportunity, "Lost", 0);
opportunity.SetAttributeValue("statuscode", new OptionSetValue((int)Adxstudio.Xrm.Partner.Enums.OpportunityStatusReason.Returned));
if (!(opportunity.GetAttributeValue <bool?>("adx_partnercreated").GetValueOrDefault(false)))
{
partner.SetAttributeValue("adx_numberofreturnedopportunities", partner.GetAttributeValue <int?>("adx_numberofreturnedopportunities").GetValueOrDefault(0) + 1);
partner.SetAttributeValue("adx_returnrate", (double)partner.GetAttributeValue <int?>("adx_numberofreturnedopportunities").GetValueOrDefault(0) / (partner.GetAttributeValue <int?>("adx_numberofopportunitiesaccepted").GetValueOrDefault(1)));
}
var returnSetting = XrmContext.CreateQuery("adx_sitesetting").FirstOrDefault(ss => ss.GetAttributeValue <string>("adx_name") == "Return Opportunity Note");
var returnNote = "Returned to Network";
returnNote = (returnSetting != null) ? returnSetting.GetAttributeValue <string>("adx_value") : returnNote;
oppnote.SetAttributeValue("adx_name", returnNote);
oppnote.SetAttributeValue("adx_date", DateTime.UtcNow);
oppnote.SetAttributeValue("adx_description", ReasonForReturn.SelectedItem.Text);
//add the OpportunityNote entity
}
var calculatePartnerDetailsAction = new Entity("adx_calculatepartnercapacityworkflowaction");
calculatePartnerDetailsAction.SetAttributeValue("adx_accountid", partner.ToEntityReference());
var assignedto = opportunity.GetRelatedEntity(context, new Relationship("msa_contact_opportunity"));
if (!String.IsNullOrEmpty(oppnote.GetAttributeValue <string>("adx_name")))
{
oppnote.SetAttributeValue("adx_opportunityid", opportunity.ToEntityReference());
oppnote.SetAttributeValue("adx_assignedto", assignedto != null ? assignedto.GetAttributeValue <string>("fullname") : string.Empty);
context.AddObject(oppnote);
}
if (!String.IsNullOrEmpty(oppnote2.GetAttributeValue <string>("adx_name")))
{
oppnote2.SetAttributeValue("adx_opportunityid", opportunity.ToEntityReference());
oppnote2.SetAttributeValue("adx_assignedto", assignedto != null ? assignedto.GetAttributeValue <string>("fullname") : string.Empty);
context.AddObject(oppnote2);
}
var oppID = opportunity.Id;
context.UpdateObject(partner);
context.UpdateObject(opportunity);
context.SaveChanges();
if (!(opportunity.GetAttributeValue <bool?>("adx_partnercreated").GetValueOrDefault(false)))
{
context.AddObject(calculatePartnerDetailsAction);
}
context.SaveChanges();
var opp = context.CreateQuery("opportunity").FirstOrDefault(o => o.GetAttributeValue <Guid>("opportunityid") == oppID);
if (opp != null)
{
CurrentlyAssignedToLabel.Text = assignedto != null?assignedto.GetAttributeValue <string>("fullname") : string.Empty;
PipelinePhaseText.Text = HttpUtility.HtmlEncode(opp.GetAttributeValue <string>("stepname"));
}
DisableControlsBasedOnPipelinePhaseAndAccessPermissions();
BindPipelinePhaseDetails();
GetLeadHistory();
GetContactList();
ConfirmationMessage.Visible = true;
}
protected void ChannelPermissionsUpdated(object sender, CrmEntityFormViewUpdatedEventArgs e)
{
UpdateSuccessMessage.Visible = true;
}
protected void OnItemUpdated(object sender, CrmEntityFormViewUpdatedEventArgs e)
{
ConfirmationMessage.Visible = true;
}
