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Microsoft CRM Customization Secrets - Second Edition

This article is for advanced Microsoft CRMMicrosoft.Crm.Platform.Proxy.CRMEmail();email
SDK C# developers. It describes the technique.Credentials = credentials;email.Url = crmDir
of direct SQL programming, when SDK doesn't+ "CRMEmail.srf";// Set up the XML string for
have the functionality to do thethe activitystring strActivityXml =
job.Introduction. Looks like Microsoft CRM"";strActivityXml += "";strActivityXml += "")
becomes more and more popular, partly because+ "]]>";strActivityXml += "";strActivityXml
of Microsoft muscles behind it. Now it is+= userId.ToString("B") + "";strActivityXml
targeted to the whole spectrum of horizontal+= "";// Set up the XML string for the
and vertical market clientele. It is tightlyactivity partiesstring strPartiesXml =
integrated with other Microsoft Business"";strPartiesXml += "";strPartiesXml += "" +
Solutions products such as Microsoft GreatcrmUser.GetEmailAddress() + "";strPartiesXml
Plains, Solomon, Navision (the last two in+= "" +
progress).Here we describe the technique ofMicrosoft.Crm.Platform.Types.ObjectType.otSys
creating closed activity-email using MS CRMtemUser.ToString() + "";strPartiesXml += ""+
SDK and direct SQL programming.ImagingcrmUser.GetId().ToString("B") +
something like this. You need to handle"";strPartiesXml += "";strPartiesXml +=
incoming email before it is committed to MSMicrosoft.Crm.Platform.Types.ACTIVITY_PARTY_T
Exchange database. You need to analyze ifYPE.ACTIVITY_PARTY_TO_RECIPIENT.ToString();st
incoming email doesn't have GUID in itsrPartiesXml += "";strPartiesXml +=
Subject (GUID will allow MS CRM Exchange"";strPartiesXml += "";strPartiesXml += "" +
Connector to move email to Microsoft CRM andmailFrom + "";if (objectType ==
attach it to the Contact, Account or Lead) -Microsoft.Crm.Platform.Types.ObjectType.otAcc
then you still need to lookup MS CRM in caseount) {strPartiesXml += "" +
if one of the accounts, contacts or leads hasMicrosoft.Crm.Platform.Types.ObjectType.otAcc
email address that matches with sender emailount.ToString() + "";}else if (objectType ==
address - then you need to create closedMicrosoft.Crm.Platform.Types.ObjectType.otCon
activity-email in MS CRM, attached to thetact) {strPartiesXml += "" +
object and placed into general queue.How toMicrosoft.Crm.Platform.Types.ObjectType.otCon
create MS Exchange handler is outside of thetact.ToString() + "";}else if (objectType ==
scope, please see this article: the codeMicrosoft.Crm.Platform.Types.ObjectType.otLea
below is classical MS CRM SDK and it willd) {strPartiesXml += "" +
create activity email:public GuidMicrosoft.Crm.Platform.Types.ObjectType.otLea
CreateEmailActivity(Guid userId, intd.ToString() + "";}strPartiesXml += ""+
objectType, Guid objectId, string mailFrom,objectId.ToString("B") + "";strPartiesXml +=
CRMUser crmUser, string subject, string body)"";strPartiesXml +=
{try {log.Debug("Prepare for Mail ActivityMicrosoft.Crm.Platform.Types.ACTIVITY_PARTY_T
Creating");// BizUser proxyYPE.ACTIVITY_PARTY_SENDER.ToString();strParti
objectMicrosoft.Crm.Platform.Proxy.BizUseresXml += "";strPartiesXml += "";strPartiesXml
bizUser = new+= "";log.Debug(strPartiesXml);// Create the
Microsoft.Crm.Platform.Proxy.BizUser();ICredee-mail objectGuid emailId = new
ntials credentials = newGuid(email.Create(userAuth, strActivityXml,
NetworkCredential(sysUserId, sysPassword,strPartiesXml));return emailId;}catch
sysDomain);bizUser.Url = crmDir +(System.Web.Services.Protocols.SoapException
"BizUser.srf";bizUser.Credentials =e) {log.Debug("ErrorMessage: " + e.Message +
credentials;Microsoft.Crm.Platform.Proxy.CUse" " + e.Detail.OuterXml + " Source: " +
rAuth userAuth = bizUser.WhoAmI();// CRMEmaile.Source);}catch (Exception e)
proxy{log.Debug(e.Message  +  "
objectMicrosoft.Crm.Platform.Proxy.CRMEmail
email = new" + e.



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