Month: July 2010

Send Email using Template


public void SendMail(ICrmService service,Guid ownerID, Guid fromGuid, ArrayList toGuid,Guid recordRegardingID,Guid templateId,Enum  enitityName)
{

// Create an instance of email
email myEmail = new email();
//set the owner of the mail
myEmail.ownerid = new Owner();
myEmail.ownerid.type = EntityName.systemuser.ToString();
myEmail.ownerid.Value = ownerID;
// specify the from part of the email
activityparty from = new activityparty();
from.partyid = new Lookup();
from.partyid.type = EntityName.systemuser.ToString();
// guid of the system user who is sending the mail
from.partyid.Value = fromGuid;
myEmail.from = new activityparty[] { from };

activityparty[] apTo = new activityparty[toGuid.Count];
// creating as many activity party as the no of users or members in a team
int i = 0;
foreach (String memberID in toGuid)
{
apTo[i] = new activityparty();
apTo[i].partyid = new Lookup();
apTo[i].partyid.type = EntityName.systemuser.ToString();
apTo[i].partyid.Value = new Guid(memberID);
i++;
}

myEmail.to = apTo;
TargetSendFromTemplateEmail myTargetSendFromTemplateEmail = new TargetSendFromTemplateEmail();
myTargetSendFromTemplateEmail.Email = myEmail;
SendEmailFromTemplateRequest mySendEmailFromTmpRequest = new SendEmailFromTemplateRequest();
// Specify entity instance id for RegardingID
mySendEmailFromTmpRequest.RegardingId = recordRegardingID;
// Specify the type of entity
mySendEmailFromTmpRequest.RegardingType = enitityName.ToString();
// Specify the email instance to be sent
mySendEmailFromTmpRequest.Target = myTargetSendFromTemplateEmail;
// Specify the template to be used ( Either a global or created specfially for that entity)
mySendEmailFromTmpRequest.TemplateId = templateId;
SendEmailFromTemplateResponse mySendEmailFromTmpResponse =(SendEmailFromTemplateResponse)service.Execute(mySendEmailFromTmpRequest);

}

Revoke Access To Entity


private bool RevokeAccessToEntity(ICrmService service, Guid guidValue, Guid entityID, string EntityName)
{
bool isSuccess = false;
// Create the SecurityPrincipal object.
SecurityPrincipal principal = new SecurityPrincipal();

// PrincipalId is the GUID of the team whose access is being revoked.
principal.Type = SecurityPrincipalType.Team;

principal.PrincipalId = guidValue;

// Create the target for the request.
TargetOwnedDynamic target = new TargetOwnedDynamic();
// EntityId is the GUID of the Opportunity to which
// access is being revoked.
target.EntityId = entityID;
target.EntityName = EntityName;

// Create the request object.
RevokeAccessRequest revoke = new RevokeAccessRequest();
// Set the properties of the request object.
revoke.Revokee = principal;
revoke.Target = target;
// Execute the request.

try
{
RevokeAccessResponse revoked = (RevokeAccessResponse)service.Execute(revoke);
isSuccess = true;
}
catch (Exception ex)
{
isSuccess = false;
throw ex;
}
return isSuccess;

}

AutoNumber Plug-In for Custom Entity In CRM 4.0


using System;

using System.Collections.Generic;

using System.Text;

using Microsoft.Crm.Sdk;

using Microsoft.Crm.SdkTypeProxy;

using Microsoft.Crm.Sdk.Query;

using System.Web.Services.Protocols;

namespace CRM.Customization.AutoNumber

{

public class AutoNumberPlugIns:IPlugin

{

DynamicEntity entity = null;

int startNumber;

string prefix = string.Empty;

string seperator = string.Empty;

int nextMaxNumber;

string uniqueId = string.Empty;

#region IPlugin Members

public void Execute(IPluginExecutionContext context)

{

if (context.InputParameters.Properties.Contains(“Target”) &&

context.InputParameters.Properties[“Target”] is DynamicEntity)

{

entity = (DynamicEntity)context.InputParameters.Properties[“target”];

ICrmService service = context.CreateCrmService(true);

if (entity.Name ==“new_testentity”)

{

// Find maximum number

int maxNumber = FindMaxNumber(service);

nextMaxNumber=maxNumber + 1;

if (nextMaxNumber > 0)

{

bool isRetrivePrefixSuccess = RetrievePrefixSufixAndStartNumber(service);

if (isRetrivePrefixSuccess)

{

if (nextMaxNumber >= startNumber)

{

string buildAutoNumber = prefix + seperator + nextMaxNumber.ToString();

uniqueId = buildAutoNumber;

StringProperty uId = new StringProperty(“new_uniqueid”, uniqueId);

entity.Properties.Add(uId);

CrmNumber nextNumber = new CrmNumber();

nextNumber.Value = nextMaxNumber;

CrmNumberProperty uniqueNo = new CrmNumberProperty(“new_uniqueno”, nextNumber);

entity.Properties.Add(uniqueNo);

}

}

}

}

}

}

private int FindMaxNumber(ICrmService service)

{

int maxNo=0;

QueryExpression query = new QueryExpression();

query.EntityName = “new_testentity”;

ColumnSet cols = new ColumnSet();

cols.AddColumn(“new_uniqueno”);

query.ColumnSet = cols;

query.AddOrder(“new_uniqueno”, OrderType.Descending);

PagingInfo pageInfo = new PagingInfo();

pageInfo.Count = 1;

pageInfo.PageNumber = 1;

query.PageInfo = pageInfo;

RetrieveMultipleRequest request = new RetrieveMultipleRequest();

request.Query = query;

request.ReturnDynamicEntities = true;

RetrieveMultipleResponse response = (RetrieveMultipleResponse)service.Execute(request);

DynamicEntity testEntity = (DynamicEntity)response.BusinessEntityCollection.BusinessEntities[0];

for (int i = 0; i < testEntity.Properties.Count; i++)

{

if (testEntity.Properties.Contains(“new_uniqueno”))

{

CrmNumber uniqueNumber = (CrmNumber)testEntity.Properties[“new_uniqueno”];

maxNo = uniqueNumber.Value;

}

}

return maxNo;

}

private bool RetrievePrefixSufixAndStartNumber(ICrmService service)

{

try

{

QueryByAttribute query = new QueryByAttribute();

query.EntityName = “new_autonumber”;

ColumnSet cols = new ColumnSet();

cols.AddColumn(“new_startnumber”);

cols.AddColumn(“new_prefix”);

cols.AddColumn(“new_currentnumber”);

cols.AddColumn(“new_separator”);

query.ColumnSet = cols;

query.Attributes = new string[] { “new_entityname” };

query.Values = new object[] { “new_testentity” };

RetrieveMultipleRequest request = new RetrieveMultipleRequest();

request.Query = query;

request.ReturnDynamicEntities = true;

RetrieveMultipleResponse response = (RetrieveMultipleResponse)service.Execute(request);

DynamicEntity dynamicsEntity = (DynamicEntity)response.BusinessEntityCollection.BusinessEntities[0];

if (dynamicsEntity.Properties.Count > 0)

{

// DynamicEntity autoNumberEntity = (DynamicEntity)dynamicsEntity.BusinessEntities[0];

// Extract the fullname from the dynamic entity string fullname;

for (int i = 0; i < dynamicsEntity.Properties.Count; i++)

{

if (dynamicsEntity.Properties.Contains(“new_startnumber”))

{

CrmNumber startNo = (CrmNumber)dynamicsEntity.Properties[“new_startnumber”];

startNumber = startNo.Value;

}

if (dynamicsEntity.Properties.Contains(“new_prefix”))

{

String prefixId = (String)dynamicsEntity.Properties[“new_prefix”];

prefix = prefixId.ToString();

}

if (dynamicsEntity.Properties.Contains(“new_separator”))

{

String seperaterId = (String)dynamicsEntity.Properties[“new_separator”];

seperator = seperaterId.ToString();

}

}

}

return true;

}

catch (SoapException ex)

{

throw ex;

}

}

}

#endregion

}

Sharing Record with a Team


using  System;

using System.Collections.Generic;

using System.Text;

using Microsoft.Crm.Sdk;

using Microsoft.Crm.SdkTypeProxy;

using Microsoft.Crm.Sdk.Query;

namespace CRM.Customization.Sharing
{

public class SharingRecord:IPlugin

{

string teamId = string.Empty;

#region IPlugin Members

public void Execute(IPluginExecutionContext context)
{
DynamicEntity entity=null ;

if (context.InputParameters.Properties.Contains(“Target” )
&& context.InputParameters.Properties[“Target”] is DynamicEntity )
{
entity = (DynamicEntity)context.InputParameters.Properties[“Target” ];
Guid recordId=(Guid)context.OutputParameters.Properties[“id” ];

ICrmService service = context.CreateCrmService(true );

// Query express to find out team id to share the rescord

QueryByAttribute query = new QueryByAttribute ();
query.EntityName =EntityName .team.ToString();

ColumnSet cols = new ColumnSet ();
cols.AddColumn(“teamid” );

query.ColumnSet = cols;
query.Attributes =new string[] { “name”

};
query.Values =new string[] { “MUL” };

BusinessEntityCollection retrieved = (BusinessEntityCollection) service.RetrieveMultiple(query);
if (retrieved.BusinessEntities.Count > 0 )
{
team newTeam = (team )retrieved.BusinessEntities[0];
Key teamGuid = (Key )newTeam.teamid;
teamId = teamGuid.Value.ToString();
}

// Create the SecurityPrincipal Object
SecurityPrincipal principal = new SecurityPrincipal ();
principal.Type =SecurityPrincipalType .Team;

// PrincipalId is the Guid of the user to whom access is being granted
principal.PrincipalId =new Guid (teamId);

// Create the PrincipalAccess Object
PrincipalAccess principalAccess = new PrincipalAccess ();

// Set the PrincipalAccess Object’s Properties
principalAccess.Principal = principal;

// Gives the principal access to read
principalAccess.AccessMask =AccessRights .ReadAccess;

// Create the Target Object for the Request
TargetOwnedOpportunity target = new TargetOwnedOpportunity ();

// EntityId is the Guid of the account access is being granted to
target.EntityId = recordId;

// Create the Request Object
GrantAccessRequest grant = new GrantAccessRequest ();

// Set the Request Object’s properties
grant.PrincipalAccess = principalAccess;
grant.Target = target;

// Execute the Request
GrantAccessResponse granted = (GrantAccessResponse )service.Execute(grant);
}

}

#endregion

}

}

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