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Sample: Distribute campaign activities to qualified marketing list

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\DistributeCampaignFromMarketingList.cs

SampleCode\VB\BusinessDataModel\Marketing\DistributeCampaignFromMarketingList.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 distribute campaign activities to the qualified members of the marketing list.

Example


using System;
using System.Collections.Generic;
using System.ServiceModel;
using Microsoft.Crm.Sdk.Messages;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Client;
using Microsoft.Xrm.Sdk.Query;

namespace Microsoft.Crm.Sdk.Samples
{
    public class DistributeCampaignFromMarketingList
    {
        #region Class Level Members

        private Guid _accountId;
        private OrganizationServiceProxy _serviceProxy;
        private readonly List<Guid> _contactIdList = new List<Guid>();
        private Guid _marketingListId;
        private Guid _copiedMarketingListId;
        private Guid _campaignId;
        private  Guid _campaignActivityId;
        private Guid _originalCampaignId;

        #endregion Class Level Members

        #region Nested Classes

        // This static class contains the possible values for marketing list types.
        private static class MarketingListType
        {
            internal static bool Static = false;
            internal static bool Dynamic = true;
        }

        // This static class contains values for overriding or removing when making a qualify
        // member list request.  (Overriding means replacing all members of the list with
        // the specified members in the request.)
        private static class OverrideOrRemove
        {
            internal static bool Override = true;
            internal static bool Remove = false;
        }

        #endregion Nested Classes

        #region How To Sample Code

        public void Run(ServerConnection.Configuration serverConfig,
        bool promptforDelete)
        {
            using (_serviceProxy = ServerConnection.GetOrganizationProxy(serverConfig))
            {
                // This statement is required to enable early bound type support.
                _serviceProxy.EnableProxyTypes();
                CreateRequiredRecords();
                CreateMarketingList();
                DistributeCampaign();
                DeleteRecords(promptforDelete);
            }
        }

        private void DistributeCampaign()
        {
            Console.WriteLine("=== Creating and Distributing the Campaign ===");
            // Create the campaign.
            var campaign = new Campaign
            {
                Name = "Sample Campaign"
            };

            _originalCampaignId = _serviceProxy.Create(campaign);

            NotifyEntityCreated(Campaign.EntityLogicalName, _originalCampaignId);

            // Copy the campaign.
            var campaignCopyRequest = new CopyCampaignRequest
            {
                BaseCampaign = _originalCampaignId
            };

            var copyCampaignResponse =
                (CopyCampaignResponse)_serviceProxy.Execute(campaignCopyRequest);
            _campaignId = copyCampaignResponse.CampaignCopyId;

            Console.WriteLine("  Copied the campaign to new campaign with GUID \r\n\t{{{0}}}",
                _campaignId);

            var activity = new CampaignActivity
            {
                Subject = "Sample phone call",
                ChannelTypeCode = new OptionSetValue((int)CampaignActivityChannelTypeCode.Phone),
                RegardingObjectId = new EntityReference(
                    Campaign.EntityLogicalName, _campaignId)
            };

            _campaignActivityId = _serviceProxy.Create(activity);

            NotifyEntityCreated(CampaignActivity.EntityLogicalName, _campaignActivityId);

            // Find the current user to determine who the owner of the activity should be.
            var whoAmI = new WhoAmIRequest();
            var currentUser = (WhoAmIResponse)_serviceProxy.Execute(whoAmI);

            // Add the marketing list created earlier to the campaign.
            var addListToCampaignRequest = new AddItemCampaignRequest
            {
                CampaignId = _campaignId,
                EntityId = _copiedMarketingListId,
                EntityName = List.EntityLogicalName,
            };

            _serviceProxy.Execute(addListToCampaignRequest);

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

            // Add the marketing list created earlier to the campaign activity.
            var addListToActivityRequest = new AddItemCampaignActivityRequest
            {
                CampaignActivityId = _campaignActivityId,
                ItemId = _copiedMarketingListId,
                EntityName = List.EntityLogicalName
            };

            _serviceProxy.Execute(addListToActivityRequest);

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

            // Create the phone call to use for distribution.
            var phonecall = new PhoneCall
            {
                Subject = "Sample Phone Call"
            };

            // Distribute and execute the campaign activity.
            // PostWorkflowEvent signals Microsoft Dynamics CRM to actually create the phone call activities.
            // Propagate also signals to Microsoft Dynamics CRM to create the phone call activities.
            // OwnershipOptions indicates whom the created activities should be assigned
            // to.
            var distributeRequest = new DistributeCampaignActivityRequest
            {
                Activity = phonecall,
                CampaignActivityId = _campaignActivityId,
                Owner = new EntityReference(
                    SystemUser.EntityLogicalName, currentUser.UserId),
                OwnershipOptions = PropagationOwnershipOptions.Caller,
                PostWorkflowEvent = true,
                Propagate = true,
                SendEmail = false,
            };

            var distributeResponse = 
                (DistributeCampaignActivityResponse)_serviceProxy.Execute(distributeRequest);

            Console.WriteLine("  Distributed and executed the campaign activity to the marketing list.");

            // Retrieve the members that were distributed to.
            var retrieveMembersRequest = new RetrieveMembersBulkOperationRequest
            {
                BulkOperationId = distributeResponse.BulkOperationId,
                BulkOperationSource = (int)BulkOperationSource.CampaignActivity,
                EntitySource = (int)EntitySource.Contact,
                Query = new QueryExpression(Contact.EntityLogicalName)
            };

            var retrieveMembersResponse = (RetrieveMembersBulkOperationResponse)
                _serviceProxy.Execute(retrieveMembersRequest);

            Console.WriteLine("  Contacts with the following GUIDs were distributed to:");
            foreach (var member in retrieveMembersResponse.EntityCollection.Entities)
            {
                Console.WriteLine("\t{{{0}}}", member.Id);
            }
        }

        private void CreateMarketingList()
        {
            Console.WriteLine("=== Creating the Marketing List ===");
            // Create the marketing list.  Make it static because members are going to be
            // added to the list.
            var list = new List
            {
                CreatedFromCode = new OptionSetValue((int)ListCreatedFromCode.Contact),
                ListName = "Sample Contact Marketing List",
                Type = MarketingListType.Static
            };
            
            _marketingListId = _serviceProxy.Create(list);

            NotifyEntityCreated(List.EntityLogicalName, _marketingListId);

            // Add a list of contacts to the marketing list.
            var addMemberListReq = new AddListMembersListRequest
            {
                MemberIds = new[] { _contactIdList[0], _contactIdList[2] },
                ListId = _marketingListId
            };

            _serviceProxy.Execute(addMemberListReq);

            Console.WriteLine("  Contacts with GUIDs \r\n\t{{{0}}}\r\n\tand {{{1}}}\r\n  were added to the list.",
                _contactIdList[0], _contactIdList[1]);

            // Copy the marketing list.  First create a new one, and then copy over the
            // members.
            list.ListName = list.ListName + " Copy";
            _copiedMarketingListId = _serviceProxy.Create(list);
            var copyRequest = new CopyMembersListRequest
            {
                SourceListId = _marketingListId,
                TargetListId = _copiedMarketingListId
            };

            _serviceProxy.Execute(copyRequest);

            // Add a single contact to the copied marketing list.
            var addMemberReq = new AddMemberListRequest
            {
                EntityId = _contactIdList[1],
                ListId = _copiedMarketingListId
            };

            _serviceProxy.Execute(addMemberReq);

            Console.WriteLine("  Contact with GUID\r\n\t{{{0}}}\r\n  was added to the list.",
                _contactIdList[1]);

            // Qualify the marketing list.
            var qualifyRequest = new QualifyMemberListRequest
            {
                OverrideorRemove = OverrideOrRemove.Override,
                MembersId = new[] { _contactIdList[0], _contactIdList[1] },
                ListId = _copiedMarketingListId
            };

            _serviceProxy.Execute(qualifyRequest);

            Console.WriteLine("  Qualified the copied marketing list so that it only\r\n    includes the first two members.");
        }

        private void NotifyEntityCreated(string entityName, Guid entityId)
        {
            Console.WriteLine("  {0} created with GUID {{{1}}}",
                entityName, entityId);
        }

        private void CreateRequiredRecords()
        {
            // Create an account.
            var account = new Account
            {
                Name = "Litware, Inc.",
                Address1_StateOrProvince = "Colorado"
            };
            _accountId = _serviceProxy.Create(account);

            // Create the contacts.
            var contact = new Contact
            {
                FirstName = "Ben",
                LastName = "Andrews",
                EMailAddress1 = "sample@example.com",
                Address1_City = "Redmond",
                Address1_StateOrProvince = "WA",
                Address1_Telephone1 = "(206)555-5555",
                ParentCustomerId = new EntityReference
                {
                    Id = _accountId,
                    LogicalName = account.LogicalName
                }
            };
            _contactIdList.Add(_serviceProxy.Create(contact));

            contact = new Contact
            {
                FirstName = "Colin",
                LastName = "Wilcox",
                EMailAddress1 = "sample@example.com",
                Address1_City = "Bellevue",
                Address1_StateOrProvince = "WA",
                Address1_Telephone1 = "(425)555-5555",
                ParentCustomerId = new EntityReference
                {
                    Id = _accountId,
                    LogicalName = account.LogicalName
                }
            };
            _contactIdList.Add(_serviceProxy.Create(contact));

            contact = new Contact
            {
                FirstName = "Lisa",
                LastName = "Andrews",
                EMailAddress1 = "sample@example.com",
                Address1_City = "Redmond",
                Address1_StateOrProvince = "WA",
                Address1_Telephone1 = "(206)555-5556",
                ParentCustomerId = new EntityReference
                {
                    Id = _accountId,
                    LogicalName = account.LogicalName
                }
            };
            _contactIdList.Add(_serviceProxy.Create(contact));

        }

        private void RemoveRelationships()
        {
            // Remove the marketing list from the campaign activity.
            var removeFromCampaignActivity = new RemoveItemCampaignActivityRequest
            {
                CampaignActivityId = _campaignActivityId,
                ItemId = _copiedMarketingListId
            };

            _serviceProxy.Execute(removeFromCampaignActivity);
            Console.WriteLine("  Removed the marketing list from the campaign activity.");

            // Remove the marketing list from the campaign.
            var removeFromCampaign = new RemoveItemCampaignRequest
            {
                CampaignId = _campaignId,
                EntityId = _copiedMarketingListId
            };

            _serviceProxy.Execute(removeFromCampaign);
            Console.WriteLine("  Removed the marketing list from the campaign.");
        }

        private void DeleteRecords(bool prompt)
        {
            var 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)
            {
                RemoveRelationships();

                // Delete the marketing lists.
                _serviceProxy.Delete(List.EntityLogicalName, _marketingListId);
                _serviceProxy.Delete(List.EntityLogicalName, _copiedMarketingListId);

                // Delete the contacts.
                foreach (var contactId in _contactIdList)
                {
                    _serviceProxy.Delete(Contact.EntityLogicalName, contactId);
                }

                // Delete the account.
                _serviceProxy.Delete(Account.EntityLogicalName, _accountId);

                // Just delete the campaign, no need to delete the campaign activity.
                _serviceProxy.Delete(Campaign.EntityLogicalName, _campaignId);
                _serviceProxy.Delete(Campaign.EntityLogicalName, _originalCampaignId);                
            }
        }

        #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();

                var app = new DistributeCampaignFromMarketingList();
                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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