Dynamics CRM, set status of activity as Complete/Open using CSharp

In dynamics CRM, Task, phonecalls or any activity can be marked as complete which indicate its status as done.

To programatically, do it from C#, below code is required. Lets first make a generic entity model to be used.

1
2
3
4
5
6
7
8
9
    public class ActivityStatusInputEntity
    {
        public string Email { get; set; }
        public string Password { get; set; }
        public string ActivityId { get; set; }
        public string ActivityType{get;set;} //task, phonecall, meeting ..
        public int StatusCode { get; set; } // 5 if its a tasks, 2 if its a call, 3 if its a meeting
        public int StateCode { get; set; } // 0 to set it as open activity, 1 to make it Completed
    }

StatusCode and StateCode are the major key points here. As we cannot update these fields directly into the entity, we can do this with the SetStateRequest class.

StatusCode: 5 if its a tasks, 2 if its a call, 3 if its a meeting
StateCode: 0 to set it as open activity, 1 to make it Completed

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
 
public Response UpdateTaskStatus(ActivityStatusInputEntity activityStatusEntity)
        {
            try
            {
                var crmService = GetCRMService(activityStatusEntity.Email, activityStatusEntity.Password);
                SetStateRequest setStateRequest = new SetStateRequest();
 
                // In my case i'm updating Task Activity
                setStateRequest.EntityMoniker = new EntityReference(activityStatusEntity.ActivityType, new Guid(activityStatusEntity.ActivityId));
 
                // Set the State and Status OptionSet Values.
                setStateRequest.State = new OptionSetValue(taskStatusEntity.StateCode);
                setStateRequest.Status = new OptionSetValue(taskStatusEntity.StatusCode);
 
                // Execute the Response
                SetStateResponse setStateResponse = (SetStateResponse) crmService.Execute(setStateRequest);
                return new Response() {Message = "success"};
            }
            catch (Exception err)
            {
                return new Response() {Message = "failure"};
            }
 
        }

This way we can set status of activities to either complete, or reopen an activity for editing programatically in C#.

Dynamics CRM, Update Task using C#

In dynamics CRM, a task, phone call, meeting are termed as activities performed on an entity. Like if there is an entity “Lead”, under a certain lead there can be multiple activities like tasks, phonecalls, appointments e.t.c

Let us update a task in dynamics CRM created in prior post.

First we will define a task DTO(Data transformation Object) or model

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
 
public class UpdateTaskEntity
    {        
        public string Id { get; set; }
        public string RegardingObjectName { get; set; }
        public string RegardingObjectId { get; set; }
        public string Email { get; set; }
        public string Password { get; set; }
        public string OwnerId { get; set; }
        public string Subject { get; set; }
        public string Description { get; set; }
        public DateTime ScheduledStart { get; set; }
        public DateTime ScheduledEnd { get; set; }
        public string Priority { get; set; }
        public double Duration { get; set; }
    }

GetCRMService object can be referenced from following post LINK TO PART 1

Property Id represents the Id (guid) of the task
ReferenceObjectId and ReferenceObjectName are important, as they represents the object to which this task will be added under. Like if you are to add a task under a Lead, then type referenceobjectname as “lead” and ReferenceObjectId as Id of the lead entity object.

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
 
public Response AddTask(UpdateTaskEntity task)
        {
            try
            {
                var crmService = GetCRMService(task.Email, task.Password);
                var setupTask = new Entity("task");
                setupTask.Id = new Guid(task.Id);
                setupTask.Attributes["ownerid"] = new EntityReference("systemuser", new Guid(task.OwnerId));
                setupTask.Attributes["regardingobjectid"] = new EntityReference(task.RegardingObjectName,
                    new Guid(task.RegardingObjectId));
                setupTask.Attributes["subject"] = task.Subject;
                setupTask.Attributes["description"] = task.Description;
                setupTask.Attributes["createdon"] = DateTime.Now.ToLocalTime();
 
                //setupTask.Attributes["scheduledstart"] = task.ScheduledStart;
                setupTask.Attributes["scheduledend"] = task.ScheduledEnd.AddHours(23).AddMinutes(59).AddSeconds(59);
                setupTask.Attributes["prioritycode"] =
                    new Microsoft.Xrm.Sdk.OptionSetValue(Convert.ToInt32(task.Priority));
                setupTask.Attributes["actualdurationminutes"] = Convert.ToInt32(task.Duration);
                crmService.<strong>Update</strong>(setupTask);
                return new Response() { Message = "success" };
            }
            catch (Exception err)
            {
                return new Response() { Message = "failure" };
            }
        }

Dynamics CRM, Create a task using C#

In dynamics CRM, a task, phone call, meeting are termed as activities performed on an entity. Like if there is an entity “Lead”, under a certain lead there can be multiple activities like tasks, phonecalls, appointments e.t.c

Let us create a task in dynamics CRM.

First we will define a task DTO(Data transformation Object) or model

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
 
public class TaskEntity
    {        
        public string RegardingObjectName { get; set; }
        public string RegardingObjectId { get; set; }
        public string Email { get; set; }
        public string Password { get; set; }
        public string OwnerId { get; set; }
        public string Subject { get; set; }
        public string Description { get; set; }
        public DateTime ScheduledStart { get; set; }
        public DateTime ScheduledEnd { get; set; }
        public string Priority { get; set; }
        public double Duration { get; set; }
    }

GetCRMService object can be referenced from following post LINK TO PART 1

ReferenceObjectId and ReferenceObjectName are important, as they represents the object to which this task will be added under. Like if you are to add a task under a Lead, then type referenceobjectname as “lead” and ReferenceObjectId as Id of the lead entity object.

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
 
public Response AddTask(TaskEntity task)
        {
            try
            {
                var crmService = GetCRMService(task.Email, task.Password);
                var setupTask = new Entity("task");
 
                setupTask.Attributes["ownerid"] = new EntityReference("systemuser", new Guid(task.OwnerId));
                setupTask.Attributes["regardingobjectid"] = new EntityReference(RegardingObjectName,
                    new Guid(task.RegardingObjectId));
                setupTask.Attributes["subject"] = task.Subject;
                setupTask.Attributes["description"] = task.Description;
                setupTask.Attributes["createdon"] = DateTime.Now.ToLocalTime();
                setupTask.Attributes["scheduledstart"] = task.ScheduledStart;
                setupTask.Attributes["scheduledend"] = task.ScheduledEnd.AddHours(23).AddMinutes(59).AddSeconds(59); // Adding end time as one day ahead of current time
                setupTask.Attributes["prioritycode"] =
                    new Microsoft.Xrm.Sdk.OptionSetValue(Convert.ToInt32(task.Priority));
                setupTask.Attributes["actualdurationminutes"] = Convert.ToInt32(task.Duration);
                crmService.Create(setupTask);
                return new Response() {Message = "success"};
            }
            catch (Exception err)
            {
                return new Response() {Message = "failure"};
            }
        }

Increase Visual Studio build times

Although compiling is still the #1 programmer excuse for slacking off, you still probably don’t want to spend more time on it than you absolutely have to.

If your Visual Studio builds take longer than you would like, there are a couple of things you can do. First, if you’re still using a spinning-metal disk drive, upgrade to an SSD.

Ok, now that we’re all using an SSD, check and see if your antivirus software is slowing down your builds. If you’re using the default Windows software, you’re going to be looking for Windows Defender. Open up Task Manager and watch it while you go into your Visual Studio solution and choose “Rebuild All”. Do you see something like this?

Notice that Windows Defender, also known as Antimalware Service Executable, is taking up almost as much CPU time as Visual Studio, and quite a bit more than MSBuild.exe or the VB/C# compiler service (VBCSCompiler.exe). Assuming your build takes more than a second or two, note how long it takes to run under these conditions.

Exclude Visual Studio from Windows Defender

As a quick check, run a scan to make sure you don’t have anything currently infecting your system, and then go to Windows Defender -> Settings and disable Real-time protection:

Rebuild your solution in Visual Studio, noting the total time it takes and observing in Task Manager to see if the Antimalware Service Executable appears to be consuming significant processor time. Assuming your build is faster and your CPU less busy, congratulations, you’ve identified one cause of your performance problems. The next step is to responsibly tell Windows Defender to leave Visual Studio alone without turning it off completely.

First, turn Real-time protection back on. Then, scroll down to Exclusions and choose Add an exclusion.

We’re going to exclude the devenv.exe process and your projects folder(s). First, click Exclude a folder and choose the folder(s) where your development projects reside. Next, choose Exclude a .exe process and add devenv.exe. When you’re finished, the Add An Exclusion menu should look something like this:

Close the window and return to Visual Studio. Rebuild your solution and confirm that the build times are similar to when Real-time protection was off, and that you’re no longer seeing the Antimalware Service Executable process consuming processor time during your build.

If you’re using another antivirus tool, it should provide you with similar steps for excluding certain files and programs.

Now share this with your team – they should love you for it.

Asp.net core outperforms nodejs

https://github.com/aspnet/benchmarks

Although above links says it all, but for the lazy guys who do not want to go to that link, here are the highlights.

Tests were performed on below servers.

b0

Results are below.

b1

b2

Clearly asp.net core outshines nodeJS setup and class asp.net as well. Should be the perfect choice for asp.net fellows.