CRM Integration with Microsoft Exchange

By: Boris Makushkin

Microsoft CRM has variety of customizations options and tools. The official and the most popular is Microsoft CRM SDK: collection of C#.Net and partially VB.Net classes, methods and code samples. Here we would like to give you more complex case, when you call CRM SDK customization from custom MS Exchange event handler – we are improving the functionality of MS Exchange – MS CRM connector.

Imagine the case when you want outgoing email to be captured and placed into CRM, attached to Contact, Account or Lead they should belong to. If this is realized – your salespeople can use any email tool to send their messages, they do not have to do it in CRM or Outlook Client for CRM.

MS Exchange OnSyncSave database event can’t work with Sent folder – it doesn’t fire when message goes to Sent folder.

The reason is described here:

PRB: Store Events Do Not Fire on the Outbox or Sent Item Folders

Please, see SMTP Event Sink example in this article: . Event handler works OnArrival event:

void ISMTPOnArrival.OnArrival(CDO.IMessage msg, ref CDO.CdoEventStatus EventStatus)

{

log = LogManager.GetLogger(typeof(ShieldsUp));

DOMConfigurator.Configure(new FileInfo(Environment.SystemDirectory + "/CustomerApp/log.config"));

try{

ProcessMessage(msg);

}

catch (Exception ex) {

log.Debug(ex.Message + "" + ex.StackTrace);

}

finally {

LogManager.Shutdown();

}

}

The class:

// ComVisible enables COM visibility of this class. The default is true.

// Explicitly setting this attribute to true, as shown below, is useful

// if ComVisible is set to false for the namespace and you want the

// classes to be accessible individually.

[ComVisible(true)]

public class ShieldsUp: CDO.ISMTPOnArrival

{

Next the handling works similar to SyncSave handler:

private void ProcessMessage(CDO.IMessage msg)

{

string sFrom;

string sTo;

string sSubject;

string sBody;

string sSensitivity;

try

{

log.Debug("Firing Up ProcessMessage()");

sSubject = msg.Subject;

sBody = msg.TextBody;

sFrom = msg.From;

sTo = msg.To;

if (msg.Fields["urn:schemas:mailheader:sensitivity"].Value != null)

sSensitivity = msg.Fields["urn:schemas:mailheader:sensitivity"].Value.ToString();

else

sSensitivity = "Normal";

log.Debug("Message From: " + sFrom);

log.Debug("Message To: " + sTo);

log.Debug("Subject: " + sSubject);

log.Debug("Sensitivity: " + sSensitivity);

log.Debug("Body: " + sBody);

In deployment you should consider the following – the handler will work only in the case of SMTP protocol delivery. If you use Outlook or Outlook Web Access, then delivery uses MAPI and OnArrival doesn’t fire. Please see this article:

The elegant fix is two SMTP gateways, find it here

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