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Sample: Distribute a quick campaign

Applies To: CRM 2015 on-prem, CRM Online

This sample code is for Microsoft Dynamics CRM 2015 and Microsoft Dynamics CRM Online 2015 Update. Download the Microsoft Dynamics CRM SDK package. It can be found in the following location in the download package:

SampleCode\CS\BusinessDataModel\Marketing\QuickCampaign.cs

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 and distribute a quick campaign.

Example


using System;
using System.Linq;
using System.ServiceModel;
using System.ServiceModel.Description;

// 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.Client;
using Microsoft.Xrm.Sdk.Messages;

// 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>
    /// This sample shows how to distribute a quick campaign to the marketing list members or to the accounts selected by a query.
    /// </summary>
	public class QuickCampaign
	{
		#region Class Level Members
        
        // Define the IDs as well as strings needed for this sample.
        //private static string _uniqStringForThisRun;
        private Guid[] _accountIdArray;
        Email _templateEmailActivity;
        Letter _templateLetterActivity;
        private Guid _newListId;
        private Guid _currentUser;
        private Guid _qcBOId;
        private OrganizationServiceProxy _serviceProxy;

        #endregion Class Level Members

        #region How To Sample Code
        /// <summary>
        /// Create and configure the organization service proxy.
        /// Initiate the method to create any data that this sample requires.
        /// Delete a new queue instance.
        /// Optionally delete any entity records that were created for this sample.
        /// </summary>
        /// <param name="serverConfig">Contains server connection information.</param>
        /// <param name="promptforDelete">When True, the user will be prompted to delete all
        /// created entities.</param>
        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 = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,serverConfig.Credentials, serverConfig.DeviceCredentials))
                {
                    // This statement is required to enable early-bound type support.
                    _serviceProxy.EnableProxyTypes();

                    // Call the method to create any data that this sample requires.
                    CreateRequiredRecords();

                    #region Run a QC with marketing list as input


                    List newList = new List()
                    {
                        ListName = "TestList", 
                        CreatedFromCode = new OptionSetValue((int)ListCreatedFromCode.Account)
                    };

                    _newListId = _serviceProxy.Create(newList);

                    for (int j = 0; j < 5; j++)
                    {
                        AddMemberListRequest addMemberListRequest = new AddMemberListRequest();
                        addMemberListRequest.EntityId = _accountIdArray[j];
                        addMemberListRequest.ListId = _newListId;
                        AddMemberListResponse addMemberListResponse = 
                            _serviceProxy.Execute(addMemberListRequest) as AddMemberListResponse;
                    }

                    Guid BOId = CreateAndRetrieveQuickCampaignForMarketingList(
                        _templateLetterActivity, 
                        _newListId, 
                        PropagationOwnershipOptions.ListMemberOwner, 
                        true);


                    #endregion

                    #region Run a QC with a list of accounts as input

                    // Construct a Query Expression(QE) which specifies which records QC should include                
                    QueryExpression query = new QueryExpression("account");
                    query.ColumnSet = new ColumnSet("accountid");
                    query.Criteria = new FilterExpression();
                    FilterExpression filter = query.Criteria.AddFilter(LogicalOperator.Or);
                    for (int j = 0; j < 5; j++)
                    {
                        filter.AddCondition("accountid", ConditionOperator.Equal, _accountIdArray[j]);
                    }
                    _qcBOId = CreateAndRetrieveQuickCampaignForQueryExpression(
                        _templateEmailActivity, 
                        query, 
                        PropagationOwnershipOptions.ListMemberOwner,
                        true);

                    #endregion
                    
                    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>
        /// This method creates a Quick Campaign for a set of accounts selected by a query
        /// </summary>
        /// <param name="activityEntity">
        /// An object that indicates activity type for the quick campaign and 
        /// contains values for each of activity that will be created
        /// </param>
        /// <param name="query">
        /// A query that provides a list of accounts for which 
        /// the quick campaign is distributed.
        /// </param>
        /// <param name="ownershipOption">
        /// Specifies who will own the activities created by the Quick Campaign
        ///	The PropagationOwnershipOptions enum is used to specify value for this parameter
        ///	</param>
        /// <param name="isPropagate">
        /// Specifies whether the operation is to be executed. 
        /// This input is often 'true' for Quick Campaign
        /// </param>        
        /// <returns></returns>
        public Guid CreateAndRetrieveQuickCampaignForQueryExpression(Entity emailActivityEntity, 
            QueryExpression query, PropagationOwnershipOptions ownershipOption, bool isPropagate)
        {
            
            // create the bulkoperation
            PropagateByExpressionRequest request = new PropagateByExpressionRequest() {
                Activity = emailActivityEntity,
                ExecuteImmediately = false, // Default value.
                FriendlyName = "Query Based Quick Campaign",
                OwnershipOptions = ownershipOption,
                QueryExpression = query,
                Owner = new EntityReference("systemuser", _currentUser),
                PostWorkflowEvent = true,
                SendEmail = false,
                TemplateId = Guid.Empty
            };

            PropagateByExpressionResponse response = 
                (PropagateByExpressionResponse)_serviceProxy.Execute(request);

            Guid bulkOpId = response.BulkOperationId;
            System.Console.WriteLine(
                "Quick Campaign with following name has been created. "
                + "Please verify in Web app manually: \n" 
                + request.FriendlyName + "\nPress enter to continue....");
            System.Console.ReadLine();
            return bulkOpId;

        }

        /// <summary>
        /// This method creates Quick Campaign for a given Marketing List and retruns the 
        /// Guid of the Quich Campaign which is modelled as bulk operation in CRM
        /// </summary>
        /// <param name="activityEntity">
        /// An object that indicates activity type for the quick campaign and 
        /// contains values for each activity that will be created
        /// </param>
        /// <param name="marketingListId">
        /// The ID of the marketing list to which quick campaign is distributed
        /// </param>
        /// <param name="ownershipOption">
        /// Specifies who will own the activities created by the Quick Campaign
        ///	The PropagationOwnershipOptions enum is used to specify value for this parameter
        ///	</param>
        /// <param name="isPropagate">
        /// Specifies whether the operation is to be executed. 
        /// This input is often 'true' for Quick Campaign
        /// </param>				
        public Guid CreateAndRetrieveQuickCampaignForMarketingList(
            Entity letterActivityEntity, 
            Guid marketingListId, 
            PropagationOwnershipOptions ownershipOption, 
            bool isPropagate)
        {
            //Create the request object from input parameters
            CreateActivitiesListRequest request = new CreateActivitiesListRequest() {
                Activity = letterActivityEntity,
                ListId = marketingListId,
                OwnershipOptions = ownershipOption,
                Propagate = isPropagate,
                TemplateId = Guid.Empty,
                FriendlyName = "Quick Campaign for My List",
                Owner = new EntityReference("systemuser", _currentUser),
                PostWorkflowEvent = true
            };

            //Execute the request
            CreateActivitiesListResponse response = 
                (CreateActivitiesListResponse)_serviceProxy.Execute(request);

            //On executing the request a BulkOperation record would be created in CRM. 
            //If isPropagate is true, a corresponding Async job is also created which runs and creates the required activities 
            //The response has BulkOperationId. This is the Id of the bulkoperation that mimics QuickCampaign in CRM
            Guid BOId = response.BulkOperationId;
            System.Console.WriteLine(
                "Quick Campaign with following name has been created. " 
                + "Please verify in Web app manually: \n" 
                + request.FriendlyName 
                + "\nPress enter to continue....");
            System.Console.ReadLine();

            return BOId;

        } 

        /// <summary>
        /// This method creates any entity records that this sample requires.
        /// Create a new queue instance.
        /// </summary>
        public void CreateRequiredRecords()
        {
            WhoAmIRequest whoRequest = new WhoAmIRequest();
            _currentUser = ((WhoAmIResponse)_serviceProxy.Execute(whoRequest)).UserId;

            //Create an activity objects which will act like a template during QC distrbution. 
            //The activities created by QC will create activities with content that this activity has
            _templateEmailActivity = new Email()
            {
                Subject = "qcCreatedEmailActivity"
            };

            _templateLetterActivity = new Letter()
            {
                Subject = "qcCreatedLetterActivity"
            };

            // Create accounts on which we want to run QC
            _accountIdArray = new Guid[5];
            for (int i = 0; i < 5; i++)
            {
                Account acct = new Account() {
                    Name = "Account For Quick Campaign " + i.ToString()
                };
                _accountIdArray[i] = _serviceProxy.Create(acct);
                Console.WriteLine("Created {0}.", acct.Name);
            }
        }

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

            if (prompt)
            {
                // Ask the user if the created entities should be deleted.
                Console.Write("\nDo you want these entity records deleted? (y/n) [y]: ");
                String answer = Console.ReadLine();
                if (answer.StartsWith("y") ||
                    answer.StartsWith("Y") ||
                    answer == String.Empty)
                {
                    toBeDeleted = true;
                }
                else
                {
                    toBeDeleted = false;
                }
            }

            if (toBeDeleted)
            {
                // Delete all records created in this sample.
                for (int i = 0; i<_accountIdArray.Length; i++) 
                    _serviceProxy.Delete(Account.EntityLogicalName, _accountIdArray[i]);
                _serviceProxy.Delete(List.EntityLogicalName, _newListId);
                _serviceProxy.Delete(BulkOperation.EntityLogicalName, _qcBOId);
                Console.WriteLine("Entity record(s) have been deleted.");
            }
        }

        #endregion How To Sample Code

        #region Main method
        /// <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();

                QuickCampaign app = new QuickCampaign();
                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");
                    }
                }
            }
            // Additonal exceptions to catch: SecurityTokenValidationException, ExpiredSecurityTokenException,
            // SecurityAccessDeniedException, MessageSecurityException, and SecurityNegotiationException.

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

        }
        #endregion Main method
    }
}

See Also

Microsoft Dynamics CRM 2015 and Microsoft Dynamics CRM Online
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