Flag / Unflag email sending in CRM 2011 - dynamic

Question

In CRM 2011, I want to attach Contacts to Quote, no problems for that.
When I save the quote, for each Contact I want to send a email for reminder purpose. (With a plugin)
How It's possible to flag this and give the ability to CRM user to unflag this from the quote form with a checkbox.
The final purpose, It's to give the ability to CRM user to send a new email reminder to one or multiple contacts attached in the quote.
Can you help me ?

Answer 1

You will need to have a ribbon button that will call a JavaScript method in one of the web-resources.
In the CommandDefinition of you RibbonDiff XML you will need to send a parameter to the JS method which will contain all the IDs of selected records in the subgrid.
<CommandDefinitions>
<CommandDefinition Id="xyz.Button.SendEmail.command">
<EnableRules>
</EnableRules>
<DisplayRules>
</DisplayRules>
<Actions>
<JavaScriptFunction Library="$webresource:Test.Js" FunctionName="SendEmail">
<CrmParameter Value="SelectedControlAllItemIds" />
</JavaScriptFunction>
</Actions>
</CommandDefinition>
and then the JS method would be something like below wherein you will need to parse all the IDs and then process your logic
function SendEmail(selectedIds) {
if (selectedIds != null && selectedIds != “”) {
var strIds = selectedIds.toString();
var arrIds = strIds.split(“, ”);
for (var indxIds = 0; indxIds < arrIds.length; indxIds++) {
//The logic that you want to process on each record will come here.
}
} else {
alert(“No records selected !! !”);
}
}

Answer 2

using System;
using System.Collections.Generic;
using System.Linq;
using System.Text;
using System.Threading.Tasks;
using Microsoft.Crm;
using Microsoft.Xrm.Sdk;
using System.ServiceModel;
using Microsoft.Xrm.Sdk.Query;
using Microsoft.Crm.Sdk.Messages;
using System.Text.RegularExpressions;
using System.Xml.Linq;
namespace SendEmail
{
public class Email : IPlugin
{
public void Execute(IServiceProvider serviceprovider)
{
IPluginExecutionContext context = (IPluginExecutionContext)serviceprovider.GetService(typeof(IPluginExecutionContext));
if (!(context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity))
return;
//entity
Entity ent = (Entity)context.InputParameters["Target"];
if (ent.LogicalName != "entityName")//EntityName
throw new InvalidPluginExecutionException("Not a Service Request record! ");
//service
IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)serviceprovider.GetService(typeof(IOrganizationServiceFactory));
IOrganizationService _service = serviceFactory.CreateOrganizationService(context.UserId);
string Email="";
if (ent.Contains("emailidfiled"))
Email = (string)ent["emailidfiled"];
#region email template
QueryExpression query = new QueryExpression()
{
EntityName = "template",
Criteria = new FilterExpression(LogicalOperator.And),
ColumnSet = new ColumnSet(true)
};
query.Criteria.AddCondition("title", ConditionOperator.Equal, "templateName");
EntityCollection _coll = _service.RetrieveMultiple(query);
if (_coll.Entities.Count == 0)
throw new InvalidPluginExecutionException("Unable to find the template!");
if (_coll.Entities.Count > 1)
throw new InvalidPluginExecutionException("More than one template found!");
var subjectTemplate = "";
if (_coll[0].Contains("subject"))
{
subjectTemplate = GetDataFromXml(_coll[0]["subject"].ToString(), "match");
}
var bodyTemplate = "";
if (_coll[0].Contains("body"))
{
bodyTemplate = GetDataFromXml(_coll[0]["body"].ToString(), "match");
}
#endregion
#region email prep
Entity email = new Entity("email");
Entity entTo = new Entity("activityparty");
entTo["addressused"] =Email;
Entity entFrom = new Entity("activityparty");
entFrom["partyid"] = "admin#admin.com";
email["to"] = new Entity[] { entTo };
email["from"] = new Entity[] { entFrom };
email["regardingobjectid"] = new EntityReference(ent.LogicalName, ent.Id);
email["subject"] = subjectTemplate;
email["description"] = bodyTemplate;
#endregion
#region email creation & sending
try
{
var emailid = _service.Create(email);
SendEmailRequest req = new SendEmailRequest();
req.EmailId = emailid;
req.IssueSend = true;
GetTrackingTokenEmailRequest wod_GetTrackingTokenEmailRequest = new GetTrackingTokenEmailRequest();
GetTrackingTokenEmailResponse wod_GetTrackingTokenEmailResponse = (GetTrackingTokenEmailResponse)
_service.Execute(wod_GetTrackingTokenEmailRequest);
req.TrackingToken = wod_GetTrackingTokenEmailResponse.TrackingToken;
_service.Execute(req);
}
catch (Exception ex)
{
throw new InvalidPluginExecutionException("Email can't be saved / sent." + Environment.NewLine + "Details: " + ex.Message);
}
#endregion
}
private static string GetDataFromXml(string value, string attributeName)
{
if (string.IsNullOrEmpty(value))
{
return string.Empty;
}
XDocument document = XDocument.Parse(value);
// get the Element with the attribute name specified
XElement element = document.Descendants().Where(ele => ele.Attributes().Any(attr => attr.Name == attributeName)).FirstOrDefault();
return element == null ? string.Empty : element.Value;
}
}
}