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Sample: Promote an email message to Microsoft Dynamics CRM 2013

 

Applies To: Dynamics CRM 2013

This sample code is for Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online. Download the Microsoft Dynamics CRM SDK package. It can be found in the following location in the download package:

SampleCode\CS\BusinessDataModel\Activities\DeliverPromoteEmail.cs

SampleCode\VB\BusinessDataModel\Activities\DeliverPromoteEmail.vb

Requirements

For more information about the requirements for running the sample code provided in this SDK, see Use the sample and helper code.

Demonstrates

This sample shows how to create an email activity instance from the specified email message in Microsoft Dynamics CRM, using the DeliverPromoteEmailRequest message.

Example


using System;
using System.ServiceModel;
using System.ServiceModel.Description;
using System.Text;

// These namespaces are found in the Microsoft.Xrm.Sdk.dll assembly
// found in the SDK\bin folder.
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;
using Microsoft.Xrm.Sdk.Discovery;
using Microsoft.Xrm.Sdk.Messages;
using Microsoft.Xrm.Sdk.Client;


// This namespace is found in Microsoft.Crm.Sdk.Proxy.dll assembly
// found in the SDK\bin folder.
using Microsoft.Crm.Sdk.Messages;

namespace Microsoft.Crm.Sdk.Samples
{
    /// <summary>
    /// Create an e-mail activity instance from the specified e-mail message.
    /// </summary>
    /// <remarks>This sample requires that the user account running the program have
    /// a primary e-mail address defined in Microsoft Dynamics CRM.</remarks>
    public class DeliverPromoteEmail
    {
        #region Class Level Members

        /// <summary>
        /// Stores the organization service proxy.
        /// </summary>
        private OrganizationServiceProxy _serviceProxy;

        // Define the IDs needed for this sample.
        private Guid _contactId;
        private Guid _emailId;

        #endregion Class Level Members

        #region How To Sample Code
        /// <summary>
        /// Create an e-mail activity instance from the specified e-mail message.
        /// <param name="serverConfig">Contains server connection information.</param>
        /// <param name="promptforDelete">When True, the user will be prompted to delete all
        /// created entities.</param>
        /// </summary>
        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 = ServerConnection.GetOrganizationProxy(serverConfig))
                {
                    // This statement is required to enable early-bound type support.
                    _serviceProxy.EnableProxyTypes();

                    // Create a contact to send an email to (To: field)
                    Contact emailContact = new Contact()
                    {
                        FirstName = "Lisa",
                        LastName = "Andrews",
                        EMailAddress1 = "lisa@contoso.com"
                    };
                    _contactId = _serviceProxy.Create(emailContact);
                    Console.WriteLine("Created a sample contact.");

                    // Get a system user to send the email (From: field)
                    WhoAmIRequest systemUserRequest = new WhoAmIRequest();
                    WhoAmIResponse systemUserResponse = (WhoAmIResponse)_serviceProxy.Execute(systemUserRequest);

                    ColumnSet cols = new ColumnSet("internalemailaddress");
                    SystemUser emailSender = (SystemUser)_serviceProxy.Retrieve(SystemUser.EntityLogicalName, systemUserResponse.UserId, cols);


                    // Create the request.
                    DeliverPromoteEmailRequest deliverEmailRequest = new DeliverPromoteEmailRequest
                    {
                        Subject = "SDK Sample Email",
                        To = emailContact.EMailAddress1,
                        From = emailSender.InternalEMailAddress,
                        Bcc = String.Empty,
                        Cc = String.Empty,
                        Importance = "high",
                        Body = "This message will create an email activity.",
                        MessageId = Guid.NewGuid().ToString(),
                        SubmittedBy = "",
                        ReceivedOn = DateTime.Now
                    };                    

                    // We won't attach a file to the email, but the Attachments property is required.
                    deliverEmailRequest.Attachments = new EntityCollection(new ActivityMimeAttachment[0]);
                    deliverEmailRequest.Attachments.EntityName = ActivityMimeAttachment.EntityLogicalName;                    

                    // Execute the request.
                    DeliverPromoteEmailResponse deliverEmailResponse = (DeliverPromoteEmailResponse)_serviceProxy.Execute(deliverEmailRequest);

                    // Verify the success.

                    // Define an anonymous type to define the possible values for
                    // email status
                    var EmailStatus = new
                    {
                        Draft = 1,
                        Completed = 2,
                        Sent = 3,
                        Received = 3,
                        Canceled = 5,
                        PendingSend = 6,
                        Sending = 7,
                        Failed = 8,
                    };

                    // Query for the delivered email, and verify the status code is "Sent".
                    ColumnSet deliveredMailColumns = new ColumnSet("statuscode");
                    Email deliveredEmail = (Email)_serviceProxy.Retrieve(Email.EntityLogicalName, deliverEmailResponse.EmailId, deliveredMailColumns);

                    _emailId = deliveredEmail.ActivityId.Value;

                    if (deliveredEmail.StatusCode.Value == EmailStatus.Sent)
                    {
                        Console.WriteLine("Successfully created and delivered the e-mail message.");
                    }                   


                    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>
        /// Deletes the custom entity record that was created for this sample.
        /// <param name="prompt">Indicates whether to prompt the user 
        /// to delete the entity created in this sample.</param>
        /// </summary>
        public void DeleteRequiredRecords(bool prompt)
        {
            bool deleteRecords = true;

            if (prompt)
            {
                Console.WriteLine("\nDo you want these entity records deleted? (y/n)");
                String answer = Console.ReadLine();

                deleteRecords = (answer.StartsWith("y") || answer.StartsWith("Y"));
            }

            if (deleteRecords)
            {
                /// Delete the sent emails 
                _serviceProxy.Delete(Email.EntityLogicalName, _emailId);

                // Delete the contacts created for emails
                _serviceProxy.Delete(Contact.EntityLogicalName, _contactId);                

                Console.WriteLine("Entity records have been deleted.");
            }
        }

        #endregion How To Sample Code

        #region Main
        /// <summary>
        /// Main. Runs the sample and provides error output.
        /// <param name="args">Array of arguments to Main method.</param>
        /// </summary>
        static public void Main(string[] args)
        {
            try
            {
                // Obtain the target organization's Web address and client logon 
                // credentials from the user.
                ServerConnection serverConnect = new ServerConnection();
                ServerConnection.Configuration config = serverConnect.GetServerConfiguration();

                DeliverPromoteEmail app = new DeliverPromoteEmail();
                app.Run(config, true);

            }
            catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault> ex)
            {
                Console.WriteLine("The application terminated with an error.");
                Console.WriteLine("Timestamp: {0}", ex.Detail.Timestamp);
                Console.WriteLine("Code: {0}", ex.Detail.ErrorCode);
                Console.WriteLine("Message: {0}", ex.Detail.Message);
                Console.WriteLine("Plugin Trace: {0}", ex.Detail.TraceText);
                Console.WriteLine("Inner Fault: {0}",
                    null == ex.Detail.InnerFault ? "No Inner Fault" : "Has Inner Fault");
            }
            catch (System.TimeoutException ex)
            {
                Console.WriteLine("The application terminated with an error.");
                Console.WriteLine("Message: {0}", ex.Message);
                Console.WriteLine("Stack Trace: {0}", ex.StackTrace);
                Console.WriteLine("Inner Fault: {0}",
                    null == ex.InnerException.Message ? "No Inner Fault" : ex.InnerException.Message);
            }
            catch (System.Exception ex)
            {
                Console.WriteLine("The application terminated with an error.");
                Console.WriteLine(ex.Message);

                // Display the details of the inner exception.
                if (ex.InnerException != null)
                {
                    Console.WriteLine(ex.InnerException.Message);

                    FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault> fe =
                        ex.InnerException
                        as FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>;
                    if (fe != null)
                    {
                        Console.WriteLine("Timestamp: {0}", fe.Detail.Timestamp);
                        Console.WriteLine("Code: {0}", fe.Detail.ErrorCode);
                        Console.WriteLine("Message: {0}", fe.Detail.Message);
                        Console.WriteLine("Plugin Trace: {0}", fe.Detail.TraceText);
                        Console.WriteLine("Inner Fault: {0}",
                            null == fe.Detail.InnerFault ? "No Inner Fault" : "Has Inner Fault");
                    }
                }
            }
            // Additional exceptions to catch: SecurityTokenValidationException, ExpiredSecurityTokenException,
            // SecurityAccessDeniedException, MessageSecurityException, and SecurityNegotiationException.

            finally
            {
                Console.WriteLine("Press <Enter> to exit.");
                Console.ReadLine();
            }

        }
        #endregion Main

    }
}

Imports System.ServiceModel
Imports System.ServiceModel.Description
Imports System.Text

' These namespaces are found in the Microsoft.Xrm.Sdk.dll assembly
' found in the SDK\bin folder.
Imports Microsoft.Xrm.Sdk
Imports Microsoft.Xrm.Sdk.Query
Imports Microsoft.Xrm.Sdk.Discovery
Imports Microsoft.Xrm.Sdk.Messages
Imports Microsoft.Xrm.Sdk.Client


' This namespace is found in Microsoft.Crm.Sdk.Proxy.dll assembly
' found in the SDK\bin folder.
Imports Microsoft.Crm.Sdk.Messages

Namespace Microsoft.Crm.Sdk.Samples
    ''' <summary>
    ''' Create an e-mail activity instance from the specified e-mail message.
    ''' </summary>
    ''' <remarks>This sample requires that the user account running the program have
    ''' a primary e-mail address defined in Microsoft Dynamics CRM.</remarks>
    Public Class DeliverPromoteEmail
        #Region "Class Level Members"

        ''' <summary>
        ''' Stores the organization service proxy.
        ''' </summary>
        Private _serviceProxy As OrganizationServiceProxy

        ' Define the IDs needed for this sample.
        Private _contactId As Guid
        Private _emailId As Guid

        #End Region ' Class Level Members

        #Region "How To Sample Code"
        ''' <summary>
        ''' Create an e-mail activity instance from the specified e-mail message.
        ''' <param name="serverConfig">Contains server connection information.</param>
        ''' <param name="promptforDelete">When True, the user will be prompted to delete all
        ''' created entities.</param>
        ''' </summary>
        Public Sub Run(ByVal serverConfig As ServerConnection.Configuration, ByVal promptForDelete As Boolean)
            Try
                ' Connect to the Organization service. 
                ' The using statement assures that the service proxy will be properly disposed.
                _serviceProxy = ServerConnection.GetOrganizationProxy(serverConfig)
                Using _serviceProxy
                    ' This statement is required to enable early-bound type support.
                    _serviceProxy.EnableProxyTypes()

                    ' Create a contact to send an email to (To: field)
                    Dim emailContact As New Contact() With {.FirstName = "Lisa", .LastName = "Andrews", .EMailAddress1 = "lisa@contoso.com"}
                    _contactId = _serviceProxy.Create(emailContact)
                    Console.WriteLine("Created a sample contact.")

                    ' Get a system user to send the email (From: field)
                    Dim systemUserRequest As New WhoAmIRequest()
                    Dim systemUserResponse As WhoAmIResponse = CType(_serviceProxy.Execute(systemUserRequest), WhoAmIResponse)

                    Dim cols As New ColumnSet("internalemailaddress")
                    Dim emailSender As SystemUser = _
                        CType(_serviceProxy.Retrieve(SystemUser.EntityLogicalName, systemUserResponse.UserId, cols), SystemUser)


                    ' Create the request.
                    Dim deliverEmailRequest As DeliverPromoteEmailRequest = New DeliverPromoteEmailRequest With {.Subject = "SDK Sample Email", _
                        .To = emailContact.EMailAddress1, .From = emailSender.InternalEMailAddress, .Bcc = String.Empty, .Cc = String.Empty, _
                        .Importance = "high", .Body = "This message will create an email activity.", .MessageId = Guid.NewGuid().ToString(), _
                        .SubmittedBy = "", .ReceivedOn = Date.Now}

                    ' We won't attach a file to the email, but the Attachments property is required.
                    deliverEmailRequest.Attachments = New EntityCollection(New ActivityMimeAttachment(){})
                    deliverEmailRequest.Attachments.EntityName = ActivityMimeAttachment.EntityLogicalName

                    ' Execute the request.
                    Dim deliverEmailResponse As DeliverPromoteEmailResponse = CType(_serviceProxy.Execute(deliverEmailRequest),  _
                                                                                    DeliverPromoteEmailResponse)

                    ' Verify the success.

                    ' Define an anonymous type to define the possible values for
                    ' email status
                    Dim EmailStatus = New With {Key .Draft = 1, Key .Completed = 2, Key .Sent = 3, Key .Received = 3, Key .Canceled = 5, _
                                                Key .PendingSend = 6, Key .Sending = 7, Key .Failed = 8}

                    ' Query for the delivered email, and verify the status code is "Sent".
                    Dim deliveredMailColumns As New ColumnSet("statuscode")
                    Dim deliveredEmail As Email = CType(_serviceProxy.Retrieve(Email.EntityLogicalName, deliverEmailResponse.EmailId, _
                                                                               deliveredMailColumns), Email)

                    _emailId = deliveredEmail.ActivityId.Value

                    If deliveredEmail.StatusCode.Value = EmailStatus.Sent Then
                        Console.WriteLine("Successfully created and delivered the e-mail message.")
                    End If


                    DeleteRequiredRecords(promptForDelete)
                End Using

            ' Catch any service fault exceptions that Microsoft Dynamics CRM throws.
            Catch fe As FaultException(Of Microsoft.Xrm.Sdk.OrganizationServiceFault)
                ' You can handle an exception here or pass it back to the calling method.
                Throw
            End Try
        End Sub


        ''' <summary>
        ''' Deletes the custom entity record that was created for this sample.
        ''' <param name="prompt">Indicates whether to prompt the user 
        ''' to delete the entity created in this sample.</param>
        ''' </summary>
        Public Sub DeleteRequiredRecords(ByVal prompt As Boolean)
            Dim deleteRecords As Boolean = True

            If prompt Then
                Console.WriteLine(vbLf &amp; "Do you want these entity records deleted? (y/n)")
                Dim answer As String = Console.ReadLine()

                deleteRecords = (answer.StartsWith("y") OrElse answer.StartsWith("Y"))
            End If

            If deleteRecords Then
                ''' Delete the sent emails 
                _serviceProxy.Delete(Email.EntityLogicalName, _emailId)

                ' Delete the contacts created for emails
                _serviceProxy.Delete(Contact.EntityLogicalName, _contactId)

                Console.WriteLine("Entity records have been deleted.")
            End If
        End Sub

        #End Region ' How To Sample Code

        #Region "Main"
        ''' <summary>
        ''' Main. Runs the sample and provides error output.
        ''' <param name="args">Array of arguments to Main method.</param>
        ''' </summary>
        Public Shared Sub Main(ByVal args() As String)
            Try
                ' Obtain the target organization's Web address and client logon 
                ' credentials from the user.
                Dim serverConnect As New ServerConnection()
                Dim config As ServerConnection.Configuration = serverConnect.GetServerConfiguration()

                Dim app As New DeliverPromoteEmail()
                app.Run(config, True)

            Catch ex As FaultException(Of Microsoft.Xrm.Sdk.OrganizationServiceFault)
                Console.WriteLine("The application terminated with an error.")
                Console.WriteLine("Timestamp: {0}", ex.Detail.Timestamp)
                Console.WriteLine("Code: {0}", ex.Detail.ErrorCode)
                Console.WriteLine("Message: {0}", ex.Detail.Message)
                Console.WriteLine("Plugin Trace: {0}", ex.Detail.TraceText)
                Console.WriteLine("Inner Fault: {0}", If(Nothing Is ex.Detail.InnerFault, "No Inner Fault", "Has Inner Fault"))
            Catch ex As TimeoutException
                Console.WriteLine("The application terminated with an error.")
                Console.WriteLine("Message: {0}", ex.Message)
                Console.WriteLine("Stack Trace: {0}", ex.StackTrace)
                Console.WriteLine("Inner Fault: {0}", If(Nothing Is ex.InnerException.Message, "No Inner Fault", ex.InnerException.Message))
            Catch ex As Exception
                Console.WriteLine("The application terminated with an error.")
                Console.WriteLine(ex.Message)

                ' Display the details of the inner exception.
                If ex.InnerException IsNot Nothing Then
                    Console.WriteLine(ex.InnerException.Message)

                    Dim fe As FaultException(Of Microsoft.Xrm.Sdk.OrganizationServiceFault) = TryCast(ex.InnerException,  _
                        FaultException(Of Microsoft.Xrm.Sdk.OrganizationServiceFault))
                    If fe IsNot Nothing Then
                        Console.WriteLine("Timestamp: {0}", fe.Detail.Timestamp)
                        Console.WriteLine("Code: {0}", fe.Detail.ErrorCode)
                        Console.WriteLine("Message: {0}", fe.Detail.Message)
                        Console.WriteLine("Plugin Trace: {0}", fe.Detail.TraceText)
                        Console.WriteLine("Inner Fault: {0}", If(Nothing Is fe.Detail.InnerFault, "No Inner Fault", "Has Inner Fault"))
                    End If
                End If
            ' Additional exceptions to catch: SecurityTokenValidationException, ExpiredSecurityTokenException,
            ' SecurityAccessDeniedException, MessageSecurityException, and SecurityNegotiationException.

            Finally
                Console.WriteLine("Press <Enter> to exit.")
                Console.ReadLine()
            End Try

        End Sub
        #End Region ' Main

    End Class
End Namespace

See Also

IOrganizationService
DeliverPromoteEmailRequest
Sample code for activity entities
Email activity entities
Helper code: ServerConnection class
Sample: Send an email using a template