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Sample: Convert a fax to a task

  • Article

This sample shows how to convert a Fax to a Task. You can download the sample from here.

Note

This sample applies to both Dynamics 365 Customer Engagement (on-premises) and Dataverse.

How to run this sample

To obtain a local copy of all samples and build them, follow these steps:

  1. Download or clone the Samples repo so that you have a local copy.
  2. (Optional) Edit the dataverse/App.config file to define a connection string specifying the instance/organization you want to connect to.
  3. Open the sample solution in Visual Studio and press F5 to run the sample. After you specify a connection string in dataverse/App.config, any sample you run will use that connection information.

If you don't specify a connection string in dataverse/App.config file, a dialog opens each time you run the sample, and you'll need to enter information about which instance or org you want to connect to and which credentials you want to use. This dialog caches previous connections so that you can choose a previously used connection.

What this sample does

The CreateRequiredRecords method creates the sample data that is required for the sample. The retrievedFax method retrieves the fax. The DeleteRequiredRecords method gives an option to delete all the data that sample has created.

How this sample works

In order to simulate the scenario described in What this sample does, the sample will do the following:

Setup

  1. Checks for the current version of the org.
  2. The WhoAmIRequest method gets the current user details.
  3. The ActivityParty method creates the activity party for sending and receiving fax.
  4. The Fax method creates the fax required for the sample.

Demonstrate

  1. Retrieves all the fax id's that are created in Setup.
  2. Creates a task and verifies whether the task has been created.

Clean up

Displays an option to delete all the data created in the sample. The deletion is optional in case you want to examine the data created by the sample. You can manually delete the data to achieve same results.