Category: CRM

Hi,

We recently had a requirement to create List Item in SharePoint every time a case is resolved in CRM.

For this we decided to use SharePoint CSOM i.e.

Added reference to following assemblies in our plugin that will fire on Case Resolution

They can be found at

C:\Program Files\Common Files\Microsoft Shared\Web Server Extensions\15\ISAPI\

The plugin gets the content of the KB Article associated to the Case and creates a list item (for a Custom List) in SharePoint.

Sample Code

public void Execute(IServiceProvider serviceProvider)
 {
 IPluginExecutionContext context =
 (IPluginExecutionContext) serviceProvider.GetService(typeof (IPluginExecutionContext));
 if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity)
 {

Entity entity = (Entity) context.InputParameters["Target"];

OptionSetValue serviceStage = (OptionSetValue) (entity.Attributes["statecode"]);
 if (serviceStage.Value == 1)
 {

IOrganizationServiceFactory serviceFactory =
 (IOrganizationServiceFactory)
 serviceProvider.GetService(typeof (IOrganizationServiceFactory));

IOrganizationService orgService = serviceFactory.CreateOrganizationService(context.UserId);

// Get the KB Article Associated
 ColumnSet cols = new ColumnSet();
 cols.AddColumn("kbarticleid");

// Get the content of the article
 Entity caseEntity = orgService.Retrieve("incident", context.PrimaryEntityId, cols);
 EntityReference entityRef = (EntityReference) caseEntity.Attributes["kbarticleid"];
 Guid kbId = entityRef.Id;
 Entity kbEntity = orgService.Retrieve("kbarticle", kbId, new ColumnSet(true));
 string title = kbEntity.Attributes["title"].ToString();
 string content = kbEntity.Attributes["content"].ToString();
 // create the custom list item in SharePoint using Client Side Object Model of SharePoint 2013

ClientContext clientContext = new ClientContext("http://sharepoint/sites/portal/");
 clientContext.Credentials = new System.Net.NetworkCredential("username", "password", "mydomain");
 List announcementsList = clientContext.Web.Lists.GetByTitle("Kb List");

ListItemCreationInformation itemCreateInfo = new ListItemCreationInformation();
 ListItem newItem = announcementsList.AddItem(itemCreateInfo);
 newItem["Title"] = title;
 newItem["Content"] = content;

newItem.Update();

clientContext.ExecuteQuery();

}
 }
 }

Hope it helps.