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。
例
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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