在 CRM 中,当电子邮件到达并在其中包含跟踪令牌时,它们会自动将相关字段设置为事件(或与之相关的任何内容)
不幸的是,记录墙没有更新此信息,因此即使您正在关注此案例,也不会提醒您注意新活动。
我想在电子邮件或事件(或两者)上编写一个插件,以更新记录墙并创建一个任务以在 3 天内跟进该电子邮件。
我正在查看 SDK,但当电子邮件在到达 CRM 时/已设置相关字段时,我看不出管道中的适当事件是什么。
文档中没有很好地描述 CRM 电子邮件创建生命周期。[握拳]
困扰我的额外事情
我似乎无法包含获取强类型电子邮件、帖子或案例的参考(让我发疯)
测试这真的很难(比它应该的更难)
编辑这是我当前的代码
namespace Assembly.Plugins
{
using System;
using System.ServiceModel;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;
/// <summary>
/// PostEmailDeliverIncoming Plugin.
/// </summary>
public class PostEmailDeliverIncoming : Plugin
{
/// <summary>
/// Initializes a new instance of the <see cref="PostEmailDeliverIncoming"/> class.
/// </summary>
public PostEmailDeliverIncoming()
: base(typeof(PostEmailDeliverIncoming))
{
RegisteredEvents.Add(new Tuple<int, string, string, Action<LocalPluginContext>>(40, "DeliverIncoming", "email", ExecutePostEmailDeliverIncoming));
// Note : you can register for more events here if this plugin is not specific to an individual entity and message combination.
// You may also need to update your RegisterFile.crmregister plug-in registration file to reflect any change.
}
protected void ExecutePostEmailDeliverIncoming(LocalPluginContext localContext)
{
if (localContext == null)
{
throw new ArgumentNullException("localContext");
}
//Extract the tracing service for use in debugging sandboxed plug-ins.
ITracingService tracingService = localContext.TracingService;
// Obtain the execution context from the service provider.
IPluginExecutionContext context = localContext.PluginExecutionContext;
// Obtain the organization service reference.
var service = localContext.OrganizationService;
// The InputParameters collection contains all the data passed in the message request.
if (!context.InputParameters.Contains("Target") || !(context.InputParameters["Target"] is Entity))
return;
// Obtain the target entity from the input parmameters.
var target = (Entity)context.InputParameters["Target"];
// Verify that the target entity represents an account.
// If not, this plug-in was not registered correctly.
if (target.LogicalName != "email")
return;
if((string)target["direction"] != "Incoming")
return;
if (target["regardingobjectid"] == null)
return;
try
{
// if its not a case I don't care
var incident = service.Retrieve("incident", (Guid)target["regardingobjectid"], new ColumnSet(true));
if (incident == null)
return;
var post = new Entity("post");
post["regardingobjectid"] = target["regardingobjectid"];
post["source"]=new OptionSetValue(0);
post["text"] = String.Format("a new email has arrived.");
// Create the task in Microsoft Dynamics CRM.
tracingService.Trace("FollowupPlugin: Creating the post.");
service.Create(post);
// Create a task activity to follow up with the account customer in 7 days.
var followup = new Entity("task");
followup["subject"] = "Follow up incoming email.";
followup["description"] = "An email arrived that was assigned to a case please follow it up.";
followup["scheduledstart"] = DateTime.Now.AddDays(3);
followup["scheduledend"] = DateTime.Now.AddDays(3);
followup["category"] = context.PrimaryEntityName;
// Refer to the email in the task activity.
if (context.OutputParameters.Contains("id"))
{
var regardingobjectid = new Guid(context.OutputParameters["id"].ToString());
followup["regardingobjectid"] = new EntityReference("email", regardingobjectid);
}
// Create the task in Microsoft Dynamics CRM.
tracingService.Trace("FollowupPlugin: Creating the task activity.");
service.Create(followup);
}
catch (FaultException<OrganizationServiceFault> ex)
{
throw new InvalidPluginExecutionException("An error occurred in the FollupupPlugin plug-in.", ex);
}
catch (Exception ex)
{
tracingService.Trace("FollowupPlugin: {0}", ex.ToString());
throw;
}
}
}
}