Handle birthdays in Microsoft CRM 2011/2013
using System;using System.Collections.Generic;
using System.Linq;
using System.Text;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Client;
using Microsoft.Xrm.Sdk.Linq;
using Microsoft.Xrm.Sdk.Query;
namespace Crm.Birthday.Remainder
{
public class Contact_BirthDay : IPlugin
{
public enum RecurrenceRulePatternEndType
{
NoEndDate = 1,
Occurrences = 2,
PatternEndDate = 3
};
public enum RecurrencePatternTypes
{
Daily = 0,
Weekly = 1,
Monthly = 2,
Yearly = 3
};
public enum DayOfWeek
{
Sunday = 0x01,
Monday = 0x02,
Tuesday = 0x04,
Wednesday = 0x08,
Thursday = 0x10,
Friday = 0x20,
Saturday = 0x40
};
private string birthday_remainder = "card_birthdayremainder";
public void Execute(IServiceProvider serviceProvider)
{
IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);
ITracingService tracingService = (ITracingService)serviceProvider.GetService(typeof(ITracingService));
if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity)
{
Entity entity = (Entity)context.InputParameters["Target"];
if (entity.LogicalName == "contact" && entity.Attributes.Contains("birthdate"))
{
// if the entity is created => create the recurring appointment and update your lookupfield with the created master
if (context.MessageName == "Create")
{
Entity newRecurringAppointment = this.createRecurringAppointment(entity, context.UserId);
Guid recurringappointmentmasterID = service.Create(newRecurringAppointment);
Entity cUpdate = new Entity("card_contactdetails");
cUpdate.Id = entity.Id;
cUpdate.Attributes.Add(birthday_remainder, new EntityReference("card_locations", recurringappointmentmasterID));
service.Update(cUpdate);
}
// If the entity is updated get the "old" contact
if (context.MessageName == "Update")
{
if (entity.LogicalName == "card_contactdetails" && entity.Attributes.Contains("card_dateofbirthdate"))
{
Entity oldContact = service.Retrieve("card_contactdetails", entity.Id, new ColumnSet(new string[] { "card_firstname", "ownerid", birthday_remainder }));
// if a birthday is set to null it means the birthday filed was deleted.
//In this case we delete the recurring appointment
if (entity.Attributes["card_dateofbirthdate"] != null)
{
// we need the contacts fullname for the subject. so if we do not update the field we get it from the "old" contact
if (!entity.Attributes.Contains("card_firstname"))
entity.Attributes.Add("card_firstname", oldContact["card_firstname"]);
Guid? OwnerID = null;
if (entity.Attributes.Contains("ownerid"))
{
OwnerID = ((EntityReference)entity["ownerid"]).Id;
}
else
{
OwnerID = ((EntityReference)oldContact["ownerid"]).Id;
}
// Create a new recurringappointment
Entity newRecurringAppointment = this.createRecurringAppointment(entity, OwnerID);
// If there is a existing recurringappointment pointing to birthday update this entity, else create a new one
if (oldContact.Attributes.Contains(birthday_remainder))
{
newRecurringAppointment.Id = ((EntityReference)oldContact[birthday_remainder]).Id;
service.Update(newRecurringAppointment);
entity[birthday_remainder] = new EntityReference("recurringappointmentmaster", newRecurringAppointment.Id);
}
else
{
Guid recurringappointmentmasterID = service.Create(newRecurringAppointment);
entity.Attributes.Add(birthday_remainder, new EntityReference("card_locations", recurringappointmentmasterID));
}
}
else
{
if (oldContact.Attributes.Contains(birthday_remainder))
{
service.Delete("card_locations", ((EntityReference)oldContact[birthday_remainder]).Id);
entity[birthday_remainder] = null;
}
}
}
}
}
}
}
// Creates an recurring appointment
public Entity createRecurringAppointment(Entity entity, Guid? OwnerID)
{
// if the contact has an owner use his id to create a required attendee
Guid? ownerid = null;
if (entity.Attributes.Contains("ownerid"))
{
ownerid = ((EntityReference)entity["ownerid"]).Id;
}
else
{
if (OwnerID != null)
{
ownerid = OwnerID.Value; ;
}
}
// Create a recurring appointment
Entity newRecurringAppointment = new Entity("card_contactdetails");
DateTime birthday = (DateTime)entity["card_dateofbirthdate"];
// its a allday event
newRecurringAppointment.Attributes.Add("isalldayevent", true);
if (entity.Attributes.Contains("fullname"))
{
newRecurringAppointment.Attributes.Add("subject", "Geburtstag von " + entity["fullname"].ToString());
}
// set the reagrding filed to the contact
newRecurringAppointment.Attributes.Add("regardingobjectid", new EntityReference(entity.LogicalName, entity.Id));
// Birthday is recurring once a year
newRecurringAppointment.Attributes.Add("recurrencepatterntype", new OptionSetValue((int)RecurrencePatternTypes.Yearly));
// start the pattern today
newRecurringAppointment.Attributes.Add("patternstartdate", DateTime.Today);
// Dont stop the recurring appointment at a certain date
newRecurringAppointment.Attributes.Add("patternendtype", new OptionSetValue((int)RecurrenceRulePatternEndType.NoEndDate));
// every year => interval = 1
newRecurringAppointment.Attributes.Add("interval", 1);
// Set the day (zero-based!)
newRecurringAppointment.Attributes.Add("dayofmonth", birthday.Day + 1);
// set the month
newRecurringAppointment.Attributes.Add("monthofyear", new OptionSetValue(birthday.Month));
// pretty useless because its a all day event, but if this is not set, the start and end-date were set incorrectly
newRecurringAppointment.Attributes.Add("starttime", DateTime.Now);
newRecurringAppointment.Attributes.Add("endtime", DateTime.Now.AddHours(1));
// set the required attendee
if (ownerid != null)
{
Entity activityparty = new Entity("activityparty");
activityparty.Attributes.Add("partyid", new EntityReference("systemuser", ownerid.Value));
newRecurringAppointment.Attributes.Add("requiredattendees", new Entity[] { activityparty });
}
return newRecurringAppointment;
}
}
}
