Ejemplo: distribuir una campaña exprés
Publicado: noviembre de 2016
Se aplica a: Dynamics CRM 2015
Este código de muestra es para Microsoft Dynamics CRM 2015 y actualización de Microsoft Dynamics CRM Online 2015.Descargue el paquete de SDK de Microsoft Dynamics CRM. Se puede encontrar en la siguiente ubicación en el paquete de descarga:
SampleCode\CS\BusinessDataModel\Marketing\QuickCampaign.cs
Requisitos
Para obtener más información acerca de los requisitos de ejecución del código de ejemplo proporcionado en este SDK, vea Usar el ejemplo y el código auxiliar.
Muestra
Este ejemplo muestra cómo crear y distribuir una campaña exprés.
Ejemplo
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
}
}
Ver también
AddMemberListRequest
PropagateByExpressionRequest
CreateActivitiesListRequest
Entidades de campaña
Mensajes y métodos de la entidad BulkOperation (campaña exprés)
Ejemplo: distribuir actividades de campaña en listas dinámicas y estáticas
Entidad de lista (lista de marketing)
Entidades de marketing (campaña, lista)
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