I have fields in activity form for email. It contains "to, cc and bcc" fields that are all fields of the type PartyList
The question is: Can I only store entity values like contact or account or can I also just store a email address which is not associated to any contact or account in the system?
Here is a picture explaining what I'm trying to achieve
As per this article it appears that the answer is yes via the addressUsed field.
Entity email = _sdk.Retrieve("email", emailId, new ColumnSet("to"));
EntityCollection to = email.GetAttributeValue<EntityCollection>("to");
if (to != null)
{
to.Entities.ToList().ForEach(party =>
{
EntityReference partyId = party.GetAttributeValue<EntityReference>("partyid");
bool isDeleted = party.GetAttributeValue<bool>("ispartydeleted");
string addressUsed = party.GetAttributeValue<string>("addressused");
// Do something...
});
}
Related
I am reading data from the ActivityPointer entity in Dynamics 365 via the API and I want to link the activitytypecode field value to the activitypointer_activitytypecode global option set, which I believe is the correct one. However the values don't seem to match. In the ActivityPointer.activitytypecode field I have values such as:
phonecall
bulkoperation
email
appointment
task
But those values don't appear in the option set definition, using this query: GlobalOptionSetDefinitions(Name='activitypointer_activitytypecode')
The option set has the code values (e.g. 4202 for Email) and the different descriptions in all languages, but nothing matches back to the values on ActivityPointer
Optionset is just key value pairs (4202: Email and so on), If you want to get the formatted text value of optionset (Email, Fax, etc) from your web api query results - then you have to use activitytypecode#OData.Community.Display.V1.FormattedValue to get it. Read more
I recommend this article for complete understanding of CRM activities.
If you are looking for the code integer value in your resultset, that seems to be an issue and the result is not the expected one - old SO thread
The problem is that if you are reading activitytypecode in code, then you will know that you get a string value. This is the logical name of the activity entity, e.g. "email", "phonecall" etc.
If you look at the definition of activitytypecode in Power Apps then it shows it as "Entity name" (i.e. text) but using the classic solution editor it shows as the global activitypointer_activitytypecode option set, which contains values for "Email", "Phone Call" etc.
I am sure that there should be a simple way of converting from activitytypecode (i.e. entity name) to activitypointer_activitytypecode (i.e. option set), but I've yet to find it.
What I am doing is retrieving the global activitypointer_activitytypecode option set, so I have access to all of the text values. Then retrieve details about the entity indicated by activitytypecode, specifically what is of interesting is the display name. Then loop through the option set looking for a case-insensitive match on display name.
This is my C# code:
public int? GetActivityType(IOrganizationService service, string activityTypeCode)
{
// Get all activity types.
var optionSetRequest = new RetrieveOptionSetRequest()
{
Name = "activitypointer_activitytypecode"
};
var optionSetResponse = (RetrieveOptionSetResponse)service.Execute(optionSetRequest);
var optionSetMetadata = (OptionSetMetadata)optionSetResponse.OptionSetMetadata;
var optionValues = new Dictionary<string, int?>(StringComparer.OrdinalIgnoreCase);
foreach (var option in optionSetMetadata.Options)
{
foreach (var optionLabel in option.Label.LocalizedLabels)
{
optionValues[optionLabel.Label] = option.Value;
}
}
// Get the display name for the activity.
var retrieveEntityRequest = new RetrieveEntityRequest
{
EntityFilters = EntityFilters.Entity,
LogicalName = activityTypeCode
};
var retrieveEntityResponse = (RetrieveEntityResponse)service.Execute(retrieveEntityRequest);
LocalizedLabelCollection entityLabels = retrieveEntityResponse.EntityMetadata.DisplayName.LocalizedLabels;
// Look up the display name in the option set values.
foreach (var entityLabel in entityLabels)
{
if (optionValues.TryGetValue(entityLabel.Label, out int? value))
{
return (Schema.GlobalOptionSet.ActivityType?)value;
}
}
// If we get here then we've failed.
return null;
}
That is making two API calls, so best avoided in any situations where performance might be an issue. I'm not saying the code is perfect, but it hasn't let me down yet. Even so, I would recommend making do with the logical names provided by activitytypecode if you can.
I want to add a field to Accounts which shows the email domain for that account e.g. #BT.com. I then have a spreadsheet which lists all the Accounts and their email domains. What I want to do is when a new Contact is added to Dynamics that it checks the spreadsheet for the same email domain (obviously without the contacts name in the email) and then assigned the Contact to the Account linked to that domain. Any idea how I would do this. Thanks
Probably best chance would be to develop CRM plugin. Register your plugin to be invoked when on after contact is created or updated (so called post-event phase). And in your plugin update the parentaccountid property of the contact entity to point to account of your choice.
Code-wise it goes something like (disclaimer: not tested):
// IPluginExecutionContext context = null;
// IOrganizationService organizationService = null;
var contact = (Entity)context.InputParameters["Target"];
var email = organizationService.Retrieve("contact", contact.Id, new ColumnSet("emailaddress1")).GetAttributeValue<string>("emailaddress1");
string host;
try
{
var address = new MailAddress(email);
host = address.Host;
}
catch
{
return;
}
var query = new QueryExpression("account");
query.TopCount = 1;
// or whatever the name of email domain field on account is
query.Criteria.AddCondition("emailaddress1", ConditionOperator.Contains, "#" + host);
var entities = organizationService.RetrieveMultiple(query).Entities;
if (entities.Count != 0)
{
contact["parentaccountid"] = entities[0].ToEntityReference();
}
organizationService.Update(contact);
I took Ondrej's code and cleaned it up a bit, re-factored for pre-operation. I also updated the logic to only match active account records and moved the query inside the try/catch. I am unfamiliar with the MailAddress object, I personally would just use string mapping logic.
var target = (Entity)context.InputParameters["Target"];
try
{
string host = new MailAddress(target.emailaddress1).Host;
var query = new QueryExpression("account");
query.TopCount = 1;
// or whatever the name of email domain field on account is
query.Criteria.AddCondition("emailaddress1", ConditionOperator.Contains, "#" + host);
query.Criteria.AddCondition("statecode", ConditionOperator.Equals, 0); //Active records only
var entities = organizationService.RetrieveMultiple(query).Entities;
if (entities.Count != 0)
{
target["parentaccountid"] = entities[0].ToEntityReference();
}
}
catch
{
//Log error
}
I'm writing a plugin on Campaign which used a Business Process Flow. The fields ProcessId and StageId which are created by the Business Process Flow in Campaign Entity. I need to retrieve these values for a record in my plugin.
They don't appear in the Plugin Registration Tool's Step Image. They don't even appear in CRM workflows were I can populate them in some other field.
Is there a good alternative on how I can achieve this?
Why not just grab a service from your IServiceProvider, and retrieve the fields?
public void Execute(IServiceProvider serviceProvider)
{
IPluginExecutionContext context = CommonPluginLibrary.GetContextFromIServiceProvider(serviceProvider);
IOrganizationServiceFactory factory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
IOrganizationService service = factory.CreateOrganizationService(context.UserId);
Entity campaign = service.Retrieve(context.PrimaryEntityId, context.PrimaryEntityName, new ColumnSet("processid", "stageid"));
// ...
// Do your stuff with campaign["processid"], campaign["stageid"]
// ...
}
Another approach would be creating two shadow fields for stageid and processid (e.g. new_stageid, new_processid), and populating these fields using a synchronous workflow that triggers on process/stage update.
Then, you could register your plug-in on these shadow fields as they would be your entity's custom attributes.
You should be able to retrieve this by passing the correct input parameters to a workflow activity in this business process flow.
1) if you have these string inputs:
[RequiredArgument]
[Input("Process Name")]
public InArgument Process { get; set; }
[RequiredArgument]
[Input("Process Stage Name")]
public InArgument ProcessStage { get; set; }
2) Execute code Get Process:
using (var _context= new OrganizationServiceContext(service))
{
// Get the processid using the name provided
var process = (from p in _context.CreateQuery()
where
p.Name == Process.Get(executionContext)
&&
p.StateCode == WorkflowState.Activated
select new Workflow
{WorkflowId = p.WorkflowId}
).FirstOrDefault();
if (process==null)
throw new InvalidPluginExecutionException(string.Format("Process '{0}' not found",Process.Get(executionContext)));
Get the stage id using the name provided
var stage = (from s in _context.CreateQuery()
where
s.StageName == ProcessStage.Get(executionContext)
&&
s.ProcessId.Id == process.WorkflowId
select new ProcessStage
{ProcessStageId = s.ProcessStageId}
).FirstOrDefault();
if (stage == null)
throw new InvalidPluginExecutionException(string.Format("Stage '{0}' not found", Process.Get(executionContext)));
You can now Change Update the stage with your values retrieved ...
Entity uStage = new Entity(context.PrimaryEntityName);
uStage.Id = context.PrimaryEntityId; //
uStage["stageid"] = stage.ProcessStageId; //retrieved stage
uStage["processid"] = process.WorkflowId; //process id
To access process and stage ids you can use processid and stageid fields of record. I'm pretty sure that you can get it from Images or through direct read of a record. Additionally you can recheck following article:
https://deepakexploring.wordpress.com/tag/updating-process-id-in-crm-2013/
I have created a trigger that will auto-create a contact when a specific Account record type is created or updated. The problem is that I am not sure how to populate the Contact 'Account Name' lookup field. This field is a lookup to the Account object. My code is below. Any help on how to integrate this missing component would be greatly appreciated.
trigger autoCreateContact on Account (after update, after insert)
{
List newContact = new List();
for (Account oAccount : trigger.new)
{
if (oAccount.RecordTypeid == '012F0000001MCfgIAG')
{
List<Contact> cCheck = [SELECT ID From Contact WHERE LastName=:oAccount.Name];
if(cCheck.isEmpty()==True)
{
System.debug(oAccount);
Contact oContact = new Contact();
oContact.LastName = oAccount.Name;
oContact.phone = oAccount.Phone;
oContact.email = oAccount.Email__c;
oContact.Owner = oAccount.Owner;
newContact.add(oContact);
}
}
if(newContact.isEmpty() == false)
{
Database.insert(newContact);
}
}
}
nice trigger I'm pretty sure you just need to add one line which is a reference to the account.id.
So if I were you I would add the link:
oContact.AccountID = oAccount.id;
NOTE: its not a good practice to have a SOQL inside the for loop.
How do you find items in SSRS by ID? I tried to use the id returned by another find result, a new guid to string and small random string all of which return the same error:
The ID field has a value that is not valid. ---> Microsoft.ReportingServices.Diagnostics.Utilities.InvalidElementException: The ID field has a value that is not valid.
Here is the code:
var request = new FindItemsRequest
{
Conditions = new[] { new SearchCondition { Name = "ID", Value = "test"} },
Folder = "/"
};
return _ssrsService
.FindItems(request)
.Items
I'm using SSRS 2005.
Pretty sure this can't be done through the SSRS service. Ended up finding all objects then using LINQ to filter down to the ID I need.
The MS documentation on the FindItems method says:
Applications that use FindItems typically accept user input for specific properties and property values. The searchable properties are Name, Description, CreatedBy, CreationDate, ModifiedBy, and ModifiedDate. The items that are returned are only those for which a user has Read Properties permission.