Convert a Fax to a Task

This sample code shows how to convert a fax to a task. The code first creates an incoming Fax activity, and then converts it to a Follow-up Task with a due date a week after it was received.

   1:  //# Convert a Fax to a Task 

   2:  using System;

   3:  using Microsoft.Crm.Sdk.Utility;

   4:   

   5:  namespace Microsoft.Crm.Sdk.HowTo

   6:  {

   7:      // Microsoft Dynamics CRM namespaces.

   8:      using CrmSdk;

   9:   

  10:     /// <summary>

  11:     /// This sample shows how to convert a fax into a task.

  12:     /// </summary>

  13:     public class ConvertFaxToTask

  14:     {

  15:        static void Main(string[] args)

  16:        {

  17:           // TODO: Change the server URL and organization to match your Microsoft Dynamics CRM server and Microsoft Dynamics CRM organization.

  18:           ConvertFaxToTask.Run("http://localhost:5555", "CRM_Organization");

  19:        }

  20:   

  21:        public static bool Run(string crmServerUrl, string orgName)

  22:        {

  23:           #region Setup Data Required for this sample.

  24:   

  25:           bool success = false;

  26:   

  27:           #endregion

  28:   

  29:           try

  30:           {

  31:              // Set up the CRM service.

  32:              CrmService service = CrmServiceUtility.GetCrmService(crmServerUrl, orgName);

  33:              service.PreAuthenticate = true;

  34:              

  35:              // Get the current user.

  36:              WhoAmIRequest userRequest = new WhoAmIRequest();

  37:              WhoAmIResponse user = (WhoAmIResponse)service.Execute(userRequest);

  38:   

  39:              // Create the fax object.

  40:              fax fax = new fax();

  41:   

  42:              // Set the properties of the fax.

  43:              fax.subject = "Test Fax";

  44:              fax.description = "New Fax";

  45:   

  46:              // Create the party sending and receiving the fax.

  47:              activityparty party = new activityparty();

  48:   

  49:              // Set the properties of the activity party.

  50:              party.partyid = new Lookup();

  51:              party.partyid.type = EntityName.systemuser.ToString();

  52:              party.partyid.Value = user.UserId;

  53:   

  54:              // The party sends and receives the fax.

  55:              fax.from = new activityparty[] { party };

  56:              fax.to = new activityparty[] { party };

  57:   

  58:              // Create the fax.

  59:              Guid createdFaxId = service.Create(fax);

  60:   

  61:              // Retrieve the created fax.

  62:              // Be aware that using AllColumns may adversely affect

  63:              // performance and cause unwanted cascading in subsequent 

  64:              // updates. A best practice is to retrieve the least amount of 

  65:              // data required.

  66:              fax newFax = (fax)service.Retrieve(EntityName.fax.ToString(), createdFaxId, new AllColumns());

  67:   

  68:              // Create the task object.

  69:              task task = new task();

  70:   

  71:              // Set the properties of the task.

  72:              task.subject = "Follow Up: " + newFax.subject;

  73:   

  74:              // Set the due date of the task.

  75:              task.scheduledend = new CrmDateTime();

  76:   

  77:              // Get the date that the fax was received.

  78:                  CrmDateTime endDate = newFax.createdon;

  79:                  

  80:              // Set the due date of the task to one week later.

  81:                  task.scheduledend.Value = endDate.UniversalTime.AddDays(7).ToString();

  82:   

  83:              // Create the task.

  84:              Guid createdTaskId = service.Create(task);

  85:   

  86:              #region check success

  87:   

  88:              if (createdTaskId != Guid.Empty)

  89:              {

  90:                 success = true;

  91:              }

  92:   

  93:              #endregion

  94:   

  95:              #region Remove Data Required for this Sample

  96:   

  97:              service.Delete(EntityName.fax.ToString(), createdFaxId);

  98:              service.Delete(EntityName.task.ToString(), createdTaskId);

  99:   

 100:              #endregion

 101:           }

 102:           catch (System.Web.Services.Protocols.SoapException)

 103:           {

 104:              // Add your error handling code here.

 105:           }

 106:   

 107:           return success;

 108:        }

 109:     }

 110:  }