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Tuesday, 1 May 2012

Creating and Distributing Campaign with Dynamic and Static List in CRM 2011


In this Article, I am going to explain how to create Campaign and Associate Campaign with Static and Dynamic List

For Better Understanding I divided this article in four part
(i)    Code to create campaign
(ii)   Create and Associate Dynamics List to campaign
(iii)  Create and Associate Static List to campaign
(iv)   Distribute a campaign

Namespace need to Include

using Microsoft.Crm.Sdk.Messages;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Client;



Code to create campaign

     // Create a campaign.
     Campaign campaign = new Campaign()
     {
       Name = "Sample Campaign"
     };
     Guid _campaignId = _serviceProxy.Create(campaign);
     campaign.Id = _campaignId;



Code to create and Associate Dynamics List to campaign

     //Create Dynamic List

     String fetchXml = @"<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>
                               <entity name='account'>
                               <attribute name='name' />
                               <attribute name='address1_city' />
                               <attribute name='primarycontactid' />
                               <attribute name='telephone1' />
                               <attribute name='accountid' />
                               <order attribute='name' descending='false' />
                               <filter type='and'>
                               <condition attribute='address1_city' operator='eq' value='chandigarh' />
                               </filter>
                               </entity>
                           </fetch>";

    // Create dynamic list. Set the type to true to declare a dynamic
    // list.
    List dynamicList = new List()
    {
       Type = true,
       ListName = "Dynamic List",
       CreatedFromCode = new OptionSetValue((int)ListCreatedFromCode.Account),
       Query = fetchXml
    };
    Guid _dynamicListId = _serviceProxy.Create(dynamicList);
    dynamicList.Id = _dynamicListId;

    //Associate dynamic list to campaign

    // Add the dynamic list to the campaign.
    AddItemCampaignRequest addListToCampaignRequest =
                        new AddItemCampaignRequest()
                        {
                            CampaignId = _campaignId,
                            EntityId = _dynamicListId,
                            EntityName = List.EntityLogicalName,
                        };
   _serviceProxy.Execute(addListToCampaignRequest);

   // Create a campaign activity to distribute fax to the list members.
   CampaignActivity campaignActivity = new CampaignActivity()
   {
       Subject = "Sample Campaign Activity",
       ChannelTypeCode = new OptionSetValue((int)CampaignActivityChannelTypeCode.Fax),
       RegardingObjectId = campaign.ToEntityReference()
   };
   Guid _campaignActivityId = _serviceProxy.Create(campaignActivity);

   // Add dynamic list to campaign activity.
   AddItemCampaignActivityRequest addListToCampaignActivityRequest =
                new AddItemCampaignActivityRequest()
   {
      CampaignActivityId = _campaignActivityId,
      ItemId = _dynamicListId,
      EntityName = List.EntityLogicalName
   };
   _serviceProxy.Execute(addListToCampaignActivityRequest);



Code to create and Associate Static List to campaign

   // Add the static list to the campaign.
   AddItemCampaignRequest addStaticListToCampaignRequest =
                        new AddItemCampaignRequest()
   {
       CampaignId = _campaignId,
       EntityId = _staticListId,
       EntityName = List.EntityLogicalName
   };
   _serviceProxy.Execute(addStaticListToCampaignRequest);

   // Add the static list to the campaign activity.
   AddItemCampaignActivityRequest addStaticListToCampaignActivityRequest =
                        new AddItemCampaignActivityRequest()
   {
     CampaignActivityId = _campaignActivityId,
     ItemId = _staticListId,
     EntityName = List.EntityLogicalName
   };
   _serviceProxy.Execute(addStaticListToCampaignActivityRequest);



Code to Distribute a campaign

   // Create a fax.
   Fax fax = new Fax()
   {
     Subject = "Example Fax"
   };

   // Distribute the campaign activity to the marketing lists.
   DistributeCampaignActivityRequest distributeRequest =
                        new DistributeCampaignActivityRequest()
                        {
                            CampaignActivityId = _campaignActivityId,
                            Activity = fax,
                            Owner = new EntityReference("systemuser", _salesManagerId),
                            Propagate = true,
                            SendEmail = false,
                            PostWorkflowEvent = true
                        };
   _serviceProxy.Execute(distributeRequest);



Complete Code

using (OrganizationServiceProxy _serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri,
              serverConfig.HomeRealmUri,
              serverConfig.Credentials,
              serverConfig.DeviceCredentials))
{
     _serviceProxy.ServiceConfiguration.CurrentServiceEndpoint.Behaviors.Add(new ProxyTypesBehavior());

     // Retrieve a sales manager.
     Guid _salesManagerId = new Guid("ffbb6e3f-ccfe-4d84-90d9-421418b03a8e");
     Guid _accountId = new Guid("9fbb2e3f-ggfe-4d84-90d9-423245b03a8e");

     // Create a campaign.
     Campaign campaign = new Campaign()
     {
       Name = "Sample Campaign"
     };
     Guid _campaignId = _serviceProxy.Create(campaign);
     campaign.Id = _campaignId;

     //Create Dynamic List

     String fetchXml = @"<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>
                               <entity name='account'>
                               <attribute name='name' />
                               <attribute name='address1_city' />
                               <attribute name='primarycontactid' />
                               <attribute name='telephone1' />
                               <attribute name='accountid' />
                               <order attribute='name' descending='false' />
                               <filter type='and'>
                               <condition attribute='address1_city' operator='eq' value='chandigarh' />
                               </filter>
                               </entity>
                           </fetch>";

    // Create dynamic list. Set the type to true to declare a dynamic
    // list.
    List dynamicList = new List()
    {
       Type = true,
       ListName = "Dynamic List",
       CreatedFromCode = new OptionSetValue((int)ListCreatedFromCode.Account),
       Query = fetchXml
    };
    Guid _dynamicListId = _serviceProxy.Create(dynamicList);
    dynamicList.Id = _dynamicListId;

    //Associate dynamic list to campaign

    // Add the dynamic list to the campaign.
    AddItemCampaignRequest addListToCampaignRequest =
                        new AddItemCampaignRequest()
                        {
                            CampaignId = _campaignId,
                            EntityId = _dynamicListId,
                            EntityName = List.EntityLogicalName,
                        };
   _serviceProxy.Execute(addListToCampaignRequest);

   // Create a campaign activity to distribute fax to the list members.
   CampaignActivity campaignActivity = new CampaignActivity()
   {
       Subject = "Sample Campaign Activity",
       ChannelTypeCode = new OptionSetValue((int)CampaignActivityChannelTypeCode.Fax),
       RegardingObjectId = campaign.ToEntityReference()
   };
   Guid _campaignActivityId = _serviceProxy.Create(campaignActivity);

   // Add dynamic list to campaign activity.
   AddItemCampaignActivityRequest addListToCampaignActivityRequest =
                new AddItemCampaignActivityRequest()
   {
      CampaignActivityId = _campaignActivityId,
      ItemId = _dynamicListId,
      EntityName = List.EntityLogicalName
   };
   _serviceProxy.Execute(addListToCampaignActivityRequest);




  // Associate static list to campaign

  // Copy the dynamic list to a static list.
  CopyDynamicListToStaticRequest copyRequest =
                new CopyDynamicListToStaticRequest()
   {
        ListId = _dynamicListId
   };
   CopyDynamicListToStaticResponse copyResponse =
                        (CopyDynamicListToStaticResponse)_serviceProxy.Execute(copyRequest);
   Guid _staticListId = copyResponse.StaticListId;

   // Add the static list to the campaign.
   AddItemCampaignRequest addStaticListToCampaignRequest =
                        new AddItemCampaignRequest()
   {
       CampaignId = _campaignId,
       EntityId = _staticListId,
       EntityName = List.EntityLogicalName
   };
   _serviceProxy.Execute(addStaticListToCampaignRequest);

   // Add the static list to the campaign activity.
   AddItemCampaignActivityRequest addStaticListToCampaignActivityRequest =
                        new AddItemCampaignActivityRequest()
   {
     CampaignActivityId = _campaignActivityId,
     ItemId = _staticListId,
     EntityName = List.EntityLogicalName
   };
   _serviceProxy.Execute(addStaticListToCampaignActivityRequest);


   // Create a fax.
   Fax fax = new Fax()
   {
     Subject = "Example Fax"
   };

   // Distribute the campaign activity to the marketing lists.
   DistributeCampaignActivityRequest distributeRequest =
                        new DistributeCampaignActivityRequest()
                        {
                            CampaignActivityId = _campaignActivityId,
                            Activity = fax,
                            Owner = new EntityReference("systemuser", _salesManagerId),
                            Propagate = true,
                            SendEmail = false,
                            PostWorkflowEvent = true
                        };
   _serviceProxy.Execute(distributeRequest);
}

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