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Sample: Distribute campaign activities to dynamic and static lists

Applies To: Microsoft Dynamics CRM 2013, Microsoft Dynamics CRM Online

This sample code is for Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online. Download the Microsoft Dynamics CRM SDK package. It can be found in the following location in the download package:

SampleCode\CS\BusinessDataModel\Marketing\MarketingAutomation.cs

SampleCode\VB\BusinessDataModel\Marketing\MarketingAutomation.vb

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 a dynamic marketing list, copy it to the static marketing list and distribute campaign activities to the members of the marketing lists.

Example


using System;
using System.ServiceModel;
using System.Linq;
// This namespace is found in Microsoft.Crm.Sdk.Proxy.dll assembly
// found in the SDK\bin folder.
using Microsoft.Crm.Sdk.Messages;
// These namespaces are found in the Microsoft.Xrm.Sdk.dll assembly
// located in the SDK\bin folder of the SDK download.
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Client;
using Microsoft.Xrm.Sdk.Messages;
using Microsoft.Xrm.Sdk.Query;

namespace Microsoft.Crm.Sdk.Samples
{
    /// <summary>
    /// Demonstrate how to create a dynamic list and distribute campaign activities to 
    /// the members on the list.
    /// </summary>
    /// <remarks>
    /// At run-time, you will be given the option to delete all the
    /// database records created by this program.</remarks>
    public class MarketingAutomation
    {
        #region Class Level Members

        private Guid _salesManagerId;
        private Guid _accountId;
        private Guid _campaignId;
        private Guid _campaignActivityId;
        private Guid _dynamicListId;
        private Guid _staticListId;
        private OrganizationServiceProxy _serviceProxy;

        #endregion Class Level Members

        #region How To Sample Code
        /// <summary>
        /// This method first connects to the Organization service. Afterwards a dynamic
        /// list is created and associated to the campaign and the campaign's activity.
        /// Then the dynamic list is copied to a static list and associated with the same
        /// campaign and campaign activity. Finally the sample distributes the campaign
        /// to both the dynamic and static lists.
        /// </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 = ServerConnection.GetOrganizationProxy(serverConfig))
                {
                    // This statement is required to enable early-bound type support.
                    _serviceProxy.EnableProxyTypes();

                    CreateRequiredRecords();

                    #region Create Dynamic List

                    // Create FetchXml for marketing list's query which locates accounts
                    // in Seattle.
                    String fetchXml = @"<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>
                                        <entity name='account'>
                                        <attribute name='name' />
                                        <attribute name='address1_city' />
                                        <attribute name='primarycontactid' />
                                        <attribute name='telephone1' />
                                        <attribute name='accountid' />
                                        <order attribute='name' descending='false' />
                                        <filter type='and'>
                                        <condition attribute='address1_city' operator='eq' value='seattle' />
                                        </filter>
                                        </entity>
                                        </fetch>";
                    // Create dynamic list. Set the type to true to declare a dynamic
                    // list.
                    List dynamicList = new List()
                    {
                        Type = true,
                        ListName = "Dynamic List",
                        CreatedFromCode = new OptionSetValue((int)ListCreatedFromCode.Account),
                        Query = fetchXml
                    };
                    _dynamicListId = _serviceProxy.Create(dynamicList);
                    dynamicList.Id = _dynamicListId;

                    Console.WriteLine("Created dynamic list.");

                    #endregion

                    #region Associate dynamic list to campaign

                    // Create a campaign.
                    Campaign campaign = new Campaign()
                    {
                        Name = "Sample Campaign"
                    };
                    _campaignId = _serviceProxy.Create(campaign);
                    campaign.Id = _campaignId;

                    // Add the dynamic list to the campaign.
                    AddItemCampaignRequest addListToCampaignRequest =
                        new AddItemCampaignRequest()
                        {
                            CampaignId = _campaignId,
                            EntityId = _dynamicListId,
                            EntityName = List.EntityLogicalName,
                        };
                    _serviceProxy.Execute(addListToCampaignRequest);

                    Console.WriteLine("Added dynamic list to the campaign.");

                    // Create a campaign activity to distribute fax to the list members.
                    CampaignActivity campaignActivity = new CampaignActivity()
                    {
                        Subject = "Sample Campaign Activity",
                        ChannelTypeCode = new OptionSetValue((int)CampaignActivityChannelTypeCode.Fax),
                        RegardingObjectId = campaign.ToEntityReference()
                    };
                    _campaignActivityId = _serviceProxy.Create(campaignActivity);

                    // Add dynamic list to campaign activity.
                    AddItemCampaignActivityRequest addListToCampaignActivityRequest = 
                        new AddItemCampaignActivityRequest()
                    {
                        CampaignActivityId = _campaignActivityId,
                        ItemId = _dynamicListId,
                        EntityName = List.EntityLogicalName
                    };
                    _serviceProxy.Execute(addListToCampaignActivityRequest);

                    Console.WriteLine("Added dynamic list to the campaign activity.");

                    #endregion

                    #region Associate static list to campaign

                    // Copy the dynamic list to a static list.
                    CopyDynamicListToStaticRequest copyRequest = 
                        new CopyDynamicListToStaticRequest()
                        {
                            ListId = _dynamicListId
                        };
                    CopyDynamicListToStaticResponse copyResponse =
                        (CopyDynamicListToStaticResponse)_serviceProxy.Execute(copyRequest);
                    _staticListId = copyResponse.StaticListId;

                    Console.WriteLine("Copied dynamic list to a static list.");

                    // Add the static list to the campaign.
                    AddItemCampaignRequest addStaticListToCampaignRequest =
                        new AddItemCampaignRequest()
                        {
                            CampaignId = _campaignId,
                            EntityId = _staticListId,
                            EntityName = List.EntityLogicalName
                        };
                    _serviceProxy.Execute(addStaticListToCampaignRequest);

                    Console.WriteLine("Added static list to the campaign.");

                    // Add the static list to the campaign activity.
                    AddItemCampaignActivityRequest addStaticListToCampaignActivityRequest = 
                        new AddItemCampaignActivityRequest()
                    {
                        CampaignActivityId = _campaignActivityId,
                        ItemId = _staticListId,
                        EntityName = List.EntityLogicalName
                    };
                    _serviceProxy.Execute(addStaticListToCampaignActivityRequest);

                    Console.WriteLine("Added static list to the campaign's activity.");

                    #endregion

                    #region Create fax for campaign's activity
                    // Create a fax.
                    Fax fax = new Fax()
                    {
                        Subject = "Example Fax"
                    };

                    Console.WriteLine("Created fax for campaign's activity.");
                    #endregion Create fax for campaign's activity

                    #region Distribute fax to the marketing list
                    // Distribute the campaign activity to the marketing lists.
                    DistributeCampaignActivityRequest distributeRequest = 
                        new DistributeCampaignActivityRequest() 
                        { 
                            CampaignActivityId = _campaignActivityId,
                            Activity = fax,
                            Owner = new EntityReference("systemuser", _salesManagerId),
                            Propagate = true,
                            SendEmail = false,
                            PostWorkflowEvent = true
                        };
                    _serviceProxy.Execute(distributeRequest);

                    Console.WriteLine("Distributed fax to the marketing lists.");
                    #endregion Distribute fax to the marketing list

                    #region Retrieve collection of entities from marketing list
                    // Retrieve a collection of entities that correspond 
                    // to all of the members in a marketing list
                    // This approach of retrieving list members allows you to dynamically
                    // retrieve the members of a list programmatically without requiring 
                    // knowledge of the member entity type.
                    OrganizationServiceContext orgContext = 
                        new OrganizationServiceContext(_serviceProxy);

                    var member = (from mb in orgContext.CreateQuery<List>()
                                  where mb.Id == _dynamicListId
                                  select mb).FirstOrDefault();

                    string fetchQuery = member.Query;

                    RetrieveMultipleRequest memberRequest = new RetrieveMultipleRequest();
                    FetchExpression fetch = new FetchExpression(fetchQuery);
                    memberRequest.Query = fetch;
                    RetrieveMultipleResponse memberResponse = 
                        (RetrieveMultipleResponse)_serviceProxy.Execute(memberRequest);

                    Console.WriteLine("Retrieved collection of entities from a marketing list.");
                    #endregion Retrieve collection of entities from marketing list

                    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>
        /// Creates any entity records that this sample requires.
        /// </summary>
        public void CreateRequiredRecords()
        {
            // Retrieve a sales manager.
            _salesManagerId =
                SystemUserProvider.RetrieveMarketingManager(_serviceProxy);

            // Create an account.
            Account account = new Account()
            {
                Name = "Fourth Coffee",
                Address1_City = "Seattle"
            };
            _accountId = _serviceProxy.Create(account);
        }

        /// <summary>
        /// Deletes any entity records that were created 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.
                _serviceProxy.Delete(List.EntityLogicalName, _staticListId);
                _serviceProxy.Delete(List.EntityLogicalName, _dynamicListId);
                _serviceProxy.Delete("campaignactivity", _campaignActivityId);
                _serviceProxy.Delete("campaign", _campaignId);
                _serviceProxy.Delete("account", _accountId);

                Console.WriteLine("Entity record(s) have been deleted.");
            }
        }

        #endregion How To Sample Code

        #region Main method

        /// <summary>
        /// Standard Main() method used by most SDK samples.
        /// </summary>
        /// <param name="args"></param>
        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();

                MarketingAutomation app = new MarketingAutomation();
                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");
                    }
                }
            }
            // Additional 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 2013 and Microsoft Dynamics CRM Online
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