Early Bound

Create Email using CRM SDK and C#

Arun Potti CRM, CRM 2015, Developer Tool Kit, Early Bound, MS CRM 2013, SdK

Follow the below steps to create a simple Email record in Console application,

Step 1: Open Visual Studio and Create Console Application Project.

Step 2: First we have to establish connection to CRM. Please follow my earlier post Connect to CRM Online or On-premise using C# SDK.

Step 3: Generate Early bound class using Crmsvcutil.exe. Please follow my earlier post Generate Early bound Class using CrmSvcUtil.Exe in CRM.

Step 4: Add EarlyBound.cs to the project.

Step 5: Include the namespace using EarlyBound.cs.

Step 6: Below method will create Email record,

Create Email - Parameter Description

public static void SendEmail(Guid From, Guid To, string ToEntitySchemaName, string Subject, string Description)
{
try
{
// Create 'From' activity party for the email

ActivityParty fromParty = new ActivityParty
{
PartyId = new EntityReference(SystemUser.EntityLogicalName, From)
};

// Create 'To' activity party for the email

ActivityParty toParty = new ActivityParty
{
PartyId = new EntityReference(ToEntitySchemaName, To)
};

// Create an e-mail message

Email email = new Email
{
To = new ActivityParty[] { toParty },
From = new ActivityParty[] { fromParty },
Subject = Subject,
Description = Description,
DirectionCode = true
};

Guid _emailId = _service.Create(email);

SendEmailRequest sendEmailreq = new SendEmailRequest
{
EmailId = _emailId,
TrackingToken = "",
IssueSend = true
};

SendEmailResponse sendEmailresp = (SendEmailResponse)_service.Execute(sendEmailreq);

if (sendEmailresp != null)
{
Console.WriteLine("Email record created successfully");
Console.ReadKey();
}
}
catch(Exception ex)
{
Console.Write("Error " + ex.Message);
Console.ReadKey();
}
}

Step 7: Final Code will be like below,

using Microsoft.Crm.Sdk.Messages;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Client;
using System;
using System.Collections.Generic;
using System.Linq;
using System.ServiceModel.Description;
using System.Text;
using System.Threading.Tasks;
using EarlyBound;

namespace LinqToCRM
{
class Program
{
static IOrganizationService _service;
static void Main(string[] args)
{
ConnectToMSCRM("arunpotti@XYZOrg.onmicrosoft.com", "password", "https://XYZOrg.api.crm5.dynamics.com/XRMServices/2011/Organization.svc");

Guid userid = ((WhoAmIResponse)_service.Execute(new WhoAmIRequest())).UserId;

if (userid == Guid.Empty) return;

Contact c = new Contact() //Create Contact Record
{
FirstName = "Arvind Kumar",
LastName = "Shah",
MobilePhone = "9876543210",
EMailAddress1 = "arvindshah@crm2015trial.com"
};

Guid contactGuid = _service.Create(c);

if (contactGuid != Guid.Empty)
{
SendEmail(userid, contactGuid, "contact", "Test Subject", "Test Description");
}
}

public static void ConnectToMSCRM(string UserName, string Password, string SoapOrgServiceUri)
{
try
{
ClientCredentials credentials = new ClientCredentials();
credentials.UserName.UserName = UserName;
credentials.UserName.Password = Password;
Uri serviceUri = new Uri(SoapOrgServiceUri);
OrganizationServiceProxy proxy = new OrganizationServiceProxy(serviceUri, null, credentials, null);
proxy.EnableProxyTypes();
_service = (IOrganizationService)proxy;
}
catch (Exception ex)
{
Console.WriteLine("Error while connecting to CRM " + ex.Message);
Console.ReadKey();
}
}

public static void SendEmail(Guid From, Guid To, string ToEntitySchemaName, string Subject, string Description)
{
try
{
// Create 'From' activity party for the email

ActivityParty fromParty = new ActivityParty
{
PartyId = new EntityReference(SystemUser.EntityLogicalName, From)
};

// Create 'To' activity party for the email

ActivityParty toParty = new ActivityParty
{
PartyId = new EntityReference(ToEntitySchemaName, To)
};

// Create an e-mail message

Email email = new Email
{
To = new ActivityParty[] { toParty },
From = new ActivityParty[] { fromParty },
Subject = Subject,
Description = Description,
DirectionCode = true
};

Guid _emailId = _service.Create(email);

SendEmailRequest sendEmailreq = new SendEmailRequest
{
EmailId = _emailId,
TrackingToken = "",
IssueSend = true
};

SendEmailResponse sendEmailresp = (SendEmailResponse)_service.Execute(sendEmailreq);

if (sendEmailresp != null)
{
Console.WriteLine("Email record created successfully");
Console.ReadKey();
}
}

catch(Exception ex)
{
Console.Write("Error " + ex.Message);
Console.ReadKey();
}
}
}
}

Step 8: Execute the project for the below output, Open CRM and check for the email record

Create Email - Output

Please provide your valuable comments on this article.

Delete Contact record using Early Bound and LINQ in CRM

Arun Potti CRM, CRM 2015, Early Bound, MS CRM 2013, SdK

Task: Delete Contact record where Full Name = “Arun Potti”

Solution: Follow the below steps,

Step 1: Open Visual Studio and Create Console Application Project.

Step 2: First we have to establish connection to CRM. Please follow my earlier post Connect to CRM Online or On-premise using C# SDK.

Step 3: Generate Early bound class using Crmsvcutil.exe. Please follow my earlier post Generate Early bound Class using CrmSvcUtil.Exe in CRM.

Step 4: Add EarlyBound.cs to the project.

Step 5: Include the namespace using EarlyBound.cs.

Step 6: Below method will delete Contact record,

deleteContactRecord("Arun Potti");
public static void deleteContactRecord(string fullname)
       {
           using (var context = new ServiceContext(_service))
           {
               Contact conRecord = context.ContactSet.FirstOrDefault(c => c.FullName == fullName);
               if (conRecord != null)
               {
                   context.DeleteObject(conRecord);
                   if (context.SaveChanges().Count > 0)
                  {
                       Console.WriteLine("Record deleted Successfully");
                       Console.ReadKey();
                   }
               }
           }
       }

Step 7: Final Code will be like below,

using Microsoft.Crm.Sdk.Messages;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Client;
using System;
using System.Collections.Generic;
using System.Linq;
using System.ServiceModel.Description;
using System.Text;
using System.Threading.Tasks;
using EarlyBound;
namespace LinqToCRM
{
class Program
{
static IOrganizationService _service;
static void Main(string[] args)
{
ConnectToMSCRM("arunpotti@MyOrg.onmicrosoft.com", "Password", "https://MyOrg.api.crm5.dynamics.com/XRMServices/2011/Organization.svc");
Guid userid = ((WhoAmIResponse)_service.Execute(new WhoAmIRequest())).UserId;
if (userid == Guid.Empty) return;
deleteContactRecord("Arun Potti");
}
public static void ConnectToMSCRM(string UserName, string Password, string SoapOrgServiceUri)
{
try
{
ClientCredentials credentials = new ClientCredentials();
credentials.UserName.UserName = UserName;
credentials.UserName.Password = Password;
Uri serviceUri = new Uri(SoapOrgServiceUri);
OrganizationServiceProxy proxy = new OrganizationServiceProxy(serviceUri, null, credentials, null);
proxy.EnableProxyTypes();
_service = (IOrganizationService)proxy;
}
catch (Exception ex)
{
Console.WriteLine("Error while connecting to CRM " + ex.Message);
Console.ReadKey();
}
}
public static void deleteContactRecord(string fullName)
{
using (var context = new ServiceContext(_service))
{
Contact conRecord = context.ContactSet.FirstOrDefault(c => c.FullName == fullName);
if (conRecord != null)
{
context.DeleteObject(conRecord);
if (context.SaveChanges().Count > 0)
{
Console.WriteLine("Record deleted Successfully");
Console.ReadKey();
}
}
}
}
}
}

Step 8: Execute the project for the below output,

LinqToCrm Delete Output

Please provide your valuable comments on this article.

Create record using Early Bound and LINQ in CRM

Arun Potti CRM, CRM 2015, Early Bound, MS CRM 2013

Task: Create Contact record

Solution: Follow the below steps,

Step 1: Open Visual Studio and Create Console Application Project.

Step 2: First we have to establish connection to CRM. Please follow my earlier post Connect to CRM Online or On-premise using C# SDK.

Step 3: Generate Early bound class using Crmsvcutil.exe. Please follow my earlier post Generate Early bound Class using CrmSvcUtil.Exe in CRM.

Step 4: Add EarlyBound.cs to the project.

Step 5: Include the namespace using EarlyBound.cs.

Step 6: Below method will create Contact record,

createContactRecord("Arun", "Potti", "9876543210", "arunpotti@xyzorg.com");

public static void createContactRecord(string firstName, string lastName, string mobileNumber, string email)
{
Contact c = new Contact()
{
FirstName = firstName,
LastName =lastName,
MobilePhone = mobileNumber,
EMailAddress1 = email
};
Guid contactGuid = _service.Create(c);
if (contactGuid != Guid.Empty)
Console.WriteLine("Contact record created");
}

Step 7: Final Code will be like below,

using Microsoft.Crm.Sdk.Messages;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Client;
using System;
using System.Collections.Generic;
using System.Linq;
using System.ServiceModel.Description;
using System.Text;
using System.Threading.Tasks;
using EarlyBound;
 
namespace LinqToCRM
{
class Program
{
static IOrganizationService _service;
static void Main(string[] args)
{
ConnectToMSCRM("arunpotti@MyOrg.onmicrosoft.com", "Password", "https://MyOrg.api.crm5.dynamics.com/XRMServices/2011/Organization.svc");
Guid userid = ((WhoAmIResponse)_service.Execute(new WhoAmIRequest())).UserId;

if (userid == Guid.Empty) return;
createContactRecord("Arun", "Potti", "9876543210", "arunpotti@xyzorg.com");
}

public static void ConnectToMSCRM(string UserName, string Password, string SoapOrgServiceUri)
{
try
{
ClientCredentials credentials = new ClientCredentials();
credentials.UserName.UserName = UserName;
credentials.UserName.Password = Password;
Uri serviceUri = new Uri(SoapOrgServiceUri);
OrganizationServiceProxy proxy = new OrganizationServiceProxy(serviceUri, null, credentials, null);
proxy.EnableProxyTypes();
_service = (IOrganizationService)proxy;
}
catch (Exception ex)
{
Console.WriteLine("Error while connecting to CRM " + ex.Message);
Console.ReadKey();
}
}

public static void createContactRecord(string firstName, string lastName, string mobileNumber, string email)
{
Contact c = new Contact()
{
FirstName = firstName,
LastName = lastName,
MobilePhone = mobileNumber,
EMailAddress1 = email
};

Guid contactGuid = _service.Create(c);
if (contactGuid != Guid.Empty)
{
Console.WriteLine("Contact record created");
Console.ReadKey();
}
}
}
}

Step 8: Execute the project for the below output,

LinqToCrm Create Output

Please provide your valuable comments on this article.

Retrieve records using Early Bound and LINQ in CRM

Arun Potti CRM, CRM 2015, Developer Tool Kit, Early Bound, MS CRM 2013, SdK ,

Task: Display all Contact records Full Name from Contact entity where Status = Active and Order by Full Name

Solution: Follow the below steps,

Step 1: Open Visual Studio and Create Console Application Project.

Step 2: First we have to establish connection to CRM. Please follow my earlier post Connect to CRM Online or On-premise using C# SDK.

Step 3: Generate Early bound class using Crmsvcutil.exe. Please follow my earlier post Generate Early bound Class using CrmSvcUtil.Exe in CRM.

Step 4: Add EarlyBound.cs to the project.

Step 5: Include the namespace using EarlyBound.cs.

Step 6: Below code will retrieve records from Contact entity,

public static void retrieveContactRecords()
{
using (var context = new ServiceContext(_service))
{
var getContactRecords = from conSet in context.ContactSet
where conSet.StateCode == 0   //Check for Status == Active
orderby conSet.FullName
select conSet;

if (getContactRecords != null)
{
StringBuilder fullNameString = new StringBuilder();
Console.WriteLine("Full Name\n--------------------------");
foreach (var item in getContactRecords)
{
if (item.FullName != null)
fullNameString.AppendLine(item.FullName);
}

Console.Write(fullNameString);
Console.ReadKey();
}
}
}

Step 7: Final Code will be like below,

using Microsoft.Crm.Sdk.Messages;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Client;
using System;
using System.Collections.Generic;
using System.Linq;
using System.ServiceModel.Description;
using System.Text;
using System.Threading.Tasks;
using EarlyBound;

namespace LinqToCRM
{
class Program
{
static IOrganizationService _service;
static void Main(string[] args)
{
ConnectToMSCRM("arunpotti@MyOrg.onmicrosoft.com", "Password", "https://MyOrg.api.crm5.dynamics.com/XRMServices/2011/Organization.svc");
Guid userid = ((WhoAmIResponse)_service.Execute(new WhoAmIRequest())).UserId;

if (userid == Guid.Empty) return; // Check whether connection established or not

retrieveContactRecords();
}

public static void ConnectToMSCRM(string UserName, string Password, string SoapOrgServiceUri)
{
try
{
ClientCredentials credentials = new ClientCredentials();
credentials.UserName.UserName = UserName;
credentials.UserName.Password = Password;
Uri serviceUri = new Uri(SoapOrgServiceUri);
OrganizationServiceProxy proxy = new OrganizationServiceProxy(serviceUri, null, credentials, null);
proxy.EnableProxyTypes();
_service = (IOrganizationService)proxy;
}
catch (Exception ex)
{
Console.WriteLine("Error while connecting to CRM " + ex.Message);
Console.ReadKey();
}
}

public static void retrieveContactRecords()
{
using (var context = new ServiceContext(_service))
{
var getContactRecords = from conSet in context.ContactSet
where conSet.StateCode == 0   //Check for Status == Active
orderby conSet.FullName
select conSet;

if (getContactRecords != null)
{
StringBuilder fullNameString = new StringBuilder();
Console.WriteLine("Full Name\n--------------------------");
foreach (var item in getContactRecords)
{
if (item.FullName != null)
fullNameString.AppendLine(item.FullName);
}

Console.Write(fullNameString);
Console.ReadKey();
}
}
}
}
}

Step 8: Execute the project for the below output,

Linq Retrieve Output

Please provide your valuable comments on this article.