サンプル: テンプレートを使用した電子メールの作成

 

公開日: 2016年11月

対象: Dynamics CRM 2015

このサンプル コードは、Microsoft Dynamics CRM 2015 および Microsoft Dynamics CRM Online 2015 更新プログラム 向けです。Microsoft Dynamics CRM SDK パッケージをダウンロードします。 このサンプル コードは、ダウンロード パッケージの次の場所にあります。

SampleCode\CS\BusinessDataModel\Templates\CreateEmailUsingTemplate.cs

要件

この SDK で提供するサンプル コードを実行するために必要な要件については、「サンプルとヘルパー コードの使用」を参照してください。

使用例

このサンプルは InstantiateTemplateRequest メッセージを使用して電子メール レコードをインスタンス化する方法を示します。


using System;
using System.IO;
using System.Text;
using System.ServiceModel;
using System.Xml.Serialization;
using System.ServiceModel.Description;

// 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.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
{
    public class CreateEmailUsingTemplate
    {
        #region Class Level Members

        // Define the IDs needed for this sample.        
        private Guid _accountId;
        private Guid _templateId;        

        private OrganizationServiceProxy _serviceProxy;
        #endregion Class Level Members

        #region How To Sample Code
        /// <summary>
        /// Create an e-mail using a template.
        /// </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();

                    CreateRequiredRecords();


                    // Use the InstantiateTemplate message to create an e-mail message using a template.
                    InstantiateTemplateRequest instTemplateReq = new InstantiateTemplateRequest
                    {
                        TemplateId = _templateId,
                        ObjectId = _accountId,
                        ObjectType = Account.EntityLogicalName
                    };
                    InstantiateTemplateResponse instTemplateResp = (InstantiateTemplateResponse)_serviceProxy.Execute(instTemplateReq);

                    // Serialize the email message to XML, and save to a file.
                    XmlSerializer serializer = new XmlSerializer(typeof(InstantiateTemplateResponse));
                    string filename = "email-message.xml";
                    using (StreamWriter writer = new StreamWriter(filename))
                    {
                        serializer.Serialize(writer, instTemplateResp);
                    }
                    Console.WriteLine("Created e-mail using the template.");


                    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()
        {
            // Create an account.
            Account account = new Account
            {
                Name = "Fourth Coffee",                
            };
            _accountId = _serviceProxy.Create(account);
            Console.WriteLine("Created a sample account: {0}.", account.Name);            

            // Define the body and subject of the email template in XML format.
            string bodyXml =
               "<?xml version=\"1.0\" ?>"
               + "<xsl:stylesheet xmlns:xsl=\"http://www.w3.org/1999/XSL/Transform\" version=\"1.0\">"
               + "<xsl:output method=\"text\" indent=\"no\"/><xsl:template match=\"/data\">"
               + "<![CDATA["
               + "This message is to notify you that a new account has been created."
               + "]]></xsl:template></xsl:stylesheet>";

            string subjectXml =
               "<?xml version=\"1.0\" ?>"
               + "<xsl:stylesheet xmlns:xsl=\"http://www.w3.org/1999/XSL/Transform\" version=\"1.0\">"
               + "<xsl:output method=\"text\" indent=\"no\"/><xsl:template match=\"/data\">"
               + "<![CDATA[New account notification]]></xsl:template></xsl:stylesheet>";

            string presentationXml =
               "<template><text><![CDATA["
               + "This message is to notify you that a new account has been created."
               + "]]></text></template>";

            string subjectPresentationXml =
               "<template><text><![CDATA[New account notification]]></text></template>";

            // Create an e-mail template.
            Template template = new Template
            {
                Title = "Sample E-mail Template for Account",
                Body = bodyXml,
                Subject = subjectXml,
                PresentationXml = presentationXml,
                SubjectPresentationXml = subjectPresentationXml,
                TemplateTypeCode = Account.EntityLogicalName,
                LanguageCode = 1033, // For US English.
                IsPersonal = false
            };

            _templateId = _serviceProxy.Create(template);
            Console.WriteLine("Created {0}.", template.Title);
        }


        /// <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(Template.EntityLogicalName, _templateId);
                _serviceProxy.Delete(Account.EntityLogicalName, _accountId); ;

                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();

                CreateEmailUsingTemplate app = new CreateEmailUsingTemplate();
                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

    }
}

関連項目

IOrganizationService
InstantiateTemplateRequest
活動エンティティのサンプル コード
電子メール活動エンティティ
電子メール (Email) エンティティのメッセージおよびメソッド
Template (電子メール テンプレート) エンティティのメッセージとメソッド
サンプル: 活動関係者レコードの操作方法
ヘルパー コード: ServerConnection クラス

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