Tag: CRM

We can make use of following for closing the opportunity programmatically in CRM.

WinOpportunityRequest for closing an opportunity as won

//We create an instance of WinOpportunityRequest class as salesstage is Won.
WinOpportunityRequest woReq=new WinOpportunityRequest();
//WinOpportunityRequest takes 2 values: Opportunityclose and Status.
opportunityclose oc=new opportunityclose();
//Since Opportunityid is of type Lookup, we create an instance of the Lookup class. Lookup class has 2 attributes: Lookup.Value and Lookup.Type
Lookup lookup=new Lookup();
//We pass the GUID value of the opportunity to an instance of the Lookup class.
lookup.Value=entityContext.InstanceId;                                                                                          //We specify the type of the entity being passed.
lookup.type=EntityName.opportunity.ToString();
oc.opportunityid=lookup;
oc.actualend=actualclosedate(CrmDateTime variable);
oc.actualrevenue=new_estimatedrevenue(CrmMoney variable);
woReq.OpportunityClose=oc;

//The Status parameter corresponds to Status Reason in the Microsoft CRM application. If you pass -1 for this parameter, the platform sets the status to the appropriate value for the Microsoft CRM application.
woReq.Status=-1;
//The WinOpportunityRequest is sent to the platform using the Execute method. The platform will run the request and send back an instance of the Response class message.
WinOpportunityResponse woRes=(WinOpportunityResponse)service.Execute(woReq);

LoseOpportunityRequest for closing opportunity on lost and dropped
LoseOpportunityRequest loReq=new LoseOpportunityRequest();
//LoseOpportunityRequest takes 2 values: Opportunityclose and Status.
opportunityclose oc=new opportunityclose();
//Since Opportunityid is of type Lookup, we create an instance of the Lookup class. Lookup class has 2 attributes: Lookup.Value and Lookup.Type
Lookup lookup=new Lookup();
//We pass the GUID value of the opportunity to an instance of the Lookup class.
lookup.Value=entityContext.InstanceId;
//We specify the type of the entity being passed.
lookup.type=EntityName.opportunity.ToString();
oc.opportunityid=lookup;
oc.actualend=actualclosedate;
oc.actualrevenue=new_estimatedrevenue;
loReq.OpportunityClose=oc;
//The Status parameter corresponds to Status Reason in the Microsoft CRM application. If you pass -1 for this parameter, the platform sets the status to the appropriate value for the Microsoft CRM application.
loReq.Status=-1;
//The LoseOpportunityRequest is sent to the platform using the Execute method. The platform will run the request and send back an instance of the Response class message.
LoseOpportunityResponse loRes=(LoseOpportunityResponse)service.Execute(loReq);

Bye

We can use the following code for creating and sending an email in CRM

/// <summary>
/// Creating and Sending mail in CRM
/// </summary>
/// <param name=”crmService”>an instance of crmService  (CrmService for CRM 3.0)</param>
/// <param name=”members”>ArrayList containing guids of the members</param>
/// <param name=”msg”>The message body</param>
/// <param name=”ownerID”>Owner of the record</param>
/// <param name=”userID”>User under whose context the callout or plugin is running </param>
private void SendMailToMembers(ICrmService crmService, ArrayList members, String msg, String ownerID, String userID)
{

// create an email
email emailCreate = new email();
emailCreate.subject = “MySubject”;
emailCreate.description = msg;

//specify the owner for the mail
emailCreate.ownerid = new Owner();
emailCreate.ownerid.type = EntityName.systemuser.ToString();
emailCreate.ownerid.Value = new Guid(ownerID);

//create an activityparty array holding all the guids specified in the members array list
activityparty[] ap = new activityparty[members.Count];
// creating as many activity party as the no of users or members in a team
int i = 0;
foreach (String memberID in members)
{
ap[i] = new activityparty();
ap[i].partyid = new Lookup();
ap[i].partyid.type = EntityName.systemuser.ToString();
ap[i].partyid.Value = new Guid(memberID);
i++;
}

// specify to part of the email
emailCreate.to = ap;

// specify the from part of the email
activityparty from = new activityparty();
from.partyid = new Lookup();
from.partyid.type = EntityName.systemuser.ToString();
from.partyid.Value = new Guid(userID);
emailCreate.from = new activityparty[] { from };

// finally create the email and get the guid of the email
Guid emailId = crmService.Create(emailCreate);

// FOR CRM 3.0
// Specify the system user who is sending the message.
//crmService.CallerIdValue = new CallerId();
//crmService.CallerIdValue.CallerGuid = new Guid(userID);
//

// Create an SendEmailRequest object
SendEmailRequest req = new SendEmailRequest();
req.EmailId = emailId;
req.TrackingToken = “”;
req.IssueSend = true;

// Finally Send the email message.
SendEmailResponse res = (SendEmailResponse)crmService.Execute(req);
}

Bye

I was writing my first callout ( plugin) for CRM 4.0 when i recieved this error.

I realized that this was because of this line of code in my plugin

public void Execute(IPluginExecutionContext context)
{

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

……

For Create and Update message there was no problem.

Problem started coming when i registered the step for Assign message.

So modified the code as following

DynamicEntity entity = null;
if (context.InputParameters.Properties.Contains(“Target”) &&
context.InputParameters.Properties[“Target”] is DynamicEntity)
{
// Obtain the target business entity from the input parmameters.
entity = (DynamicEntity)context.InputParameters.Properties[“Target”];
}

For Assign Message used the following line of code

if (context.MessageName == “Assign”)
{
Moniker myMoniker = null;
if (context.InputParameters.Properties.Contains(“Target”) &&
context.InputParameters.Properties[“Target”] is Moniker)
{
// Obtain the target business entity from the input parmameters.
myMoniker = (Moniker)context.InputParameters.Properties[“Target”];
}

myMoniker.Name –> Gave the name of the entity

myMoniker.Id –> Gave the id of the entity

Bye

Hi,

We can make use of the following function for retrieving the members of a particular team

It takes as parameter instance of a ICrmService(CRM 4.0) or CrmService (CRM 3.0) and the guid of the team and returns an arraylist of of all the members found in the team

public ArrayList GetMembersOfTeam(ICrmService service, String TeamID)
{
// We want the guid of the system users in the team
ColumnSet cols = new ColumnSet(new String[] { “systemuserid” });
// We need to make use of RetrieveMembersTeamRequest class for that
RetrieveMembersTeamRequest rmtRequest = new RetrieveMembersTeamRequest();
// Converting the string TeamID to guid
Guid headGuid = new Guid(TeamID);

rmtRequest.EntityId = headGuid;
rmtRequest.MemberColumnSet = cols;

RetrieveMembersTeamResponse retrieved = (RetrieveMembersTeamResponse)service.Execute(rmtRequest);

// using generic businessEntity list
List<BusinessEntity> sysResult = retrieved.BusinessEntityCollection.BusinessEntities;

// for CRM 3.0
// BusinessEntity[] sysResult = retrieved.BusinessEntityCollection.BusinessEntities;

ArrayList userGuid = new ArrayList();

foreach (BusinessEntity be in sysResult)
{
systemuser user = (systemuser)be;
userGuid.Add(user.systemuserid.Value.ToString());
}
return userGuid;
}

Bye

Hi,

I was gettng this error when trying to call the crm’s webservice from my asp.net page

The resolution for this is putting the following code in the web.conig

i.e. enable impersonation and deny anonymous access

<authentication mode=”Windows” />
<identity impersonate=”true”/>
<authorization>
<!–Deny all unauthenticated users–>
<deny users=”?”/>
</authorization>

Bye

Hi,

We had written a callout for auto sharing and unsharing of opportunity’s record for postassign event.

On creation of the record we were auto sharing the record with the owner’s manager.

On change of the owner we are first unsharing the record with the owner’s manager and sharing it with new owner’s manager.

While doing this the error we are receiving  is  this

“Only the owner of an object can revoke the owner’s access to that object “

This error is  coming in this particular scenario

say we have a record shared with a particular user say A

now when we are trying to set the new owner as A what the code is trying to do is that,

it is trying to unshare the record with A  this is the point where we receiving this  error!!!

For e.g.

Lead record is owned by User A and is Shared with User A.

Now the Revoke code is running in context of User B and tries to run Revoke for User A who is the owner. We will get this error message.

Bye..