Dynamically change the user email address when sending emails

When you need that several users use the same email address when sending emails, you can do this with creating a queue, setting the email configuration to that queue and every time an user need to send an email, he can change on the "from" field to the queue.

The problem is sometimes the user forgot to change address and the email is send with the wrong email address or not send at all (the user don't have mailbox configured)

This is a solution to dynamaclly change the email address to the default queue of the user every time you create a new email or reply to an email.

Note: This will change every user to the his default queue.

- Change the default queue of every user to the some default queue.

- Configure and test email sending through this queue.

Now the code:

Need to create 2 JavaScript web resources

new_REST_SDK: You can find the SDK.REST.js on CRM 2011/2013 SDK in SDK\SampleCode\JS\RESTEndpoint\JavaScriptRESTRetrieveMultiple\JavaScriptRESTRetrieveMultiple\Scripts

new_Change_user_email

Use the this code on the web resource text editor

function GetDefaultQueue() {  
   if (Xrm.Page.ui.getFormType() === 1 || Xrm.Page.ui.getFormType() === 2) // new form or update form  
   {  
     //Get GUID of logged user  
     var userId = Xrm.Page.context.getUserId();  
     SDK.REST.retrieveMultipleRecords("SystemUser", "$select=QueueId&$filter=SystemUserId eq guid'" + userId + "'",  
     function (results) {  
       var firstResult = results[0];  
       if (firstResult !== null) {  
         var queueId = results[0].QueueId.Id;  
         var queueName = results[0].QueueId.Name;  
         }  
       var lookup = new Array();  
       var lookupItem = new Object();  
       lookupItem.id = queueId;  
       lookupItem.name = queueName;  
       lookupItem.typename = "queue";  
       lookup[0] = lookupItem;  
       Xrm.Page.getAttribute("from").setValue(lookup);  
     }, function(){}, function(){})   
     function errorHandler(error) {  
       alert(error.message);  
     }  
   }  
 }  

-         Save and publish.

-         After the web resources are inserted, go the email form editor and click in “Form Properties”.

-         Add to the form libraries the 2 web resources you created.

-         On the event handler choose (control: form and event: OnLoad)

-         Click on add and use this parameters

-         Save, close and publish.

Now when you try to send an email with one of the user with will change to the default queue.

Generate password and shuffle the characters

In a recent project I had to create a function to generate a password with an exact number alpha characters, numeric and symbols and then shuffle them.

numOfNumericChars (Indicates number of numeric characters);

numOfAlphaChars (Indicates number of alpha characters);

numOfSynbolChars ( Indicates number of symbol characters)

validNumChars (Valid characters for numeric. Default is all characters from 0- 9)

validAlphaChars (Valid characters for alpha. Default is all characters from a- z  and A-Z)

validSymbolChars (Valid character for symbols. Default is all characters in  !-+_@&$#%)

C#

public string generatePassword(int numOfNumericChars, int numOfAlphaChars, int numOfSynbolChars, string validNumChars = "1234567890", string validAlphaChars = "abcdefghijklmnopqrstuvwxyzABCDEFGHIJKLMNOPQRSTUVWXYZ", string validSymbolChars = "!-+_@&$#%")  
     {  
       StringBuilder res = new StringBuilder();  
       Random rnd = new Random();  
       while (0 < numOfNumericChars--)  
       {  
         res.Append(validNumChars[rnd.Next(validNumChars.Length)]);  
       }  
       while (0 < numOfAlphaChars--)  
       {  
         res.Append(validAlphaChars[rnd.Next(validAlphaChars.Length)]);  
       }  
       while (0 < numOfSynbolChars--)  
       {  
         res.Append(validSymbolChars[rnd.Next(validSymbolChars.Length)]);  
       }  
       string stgPassword = res.ToString();  
       //Shuffle password  
       char[] array = stgPassword.ToCharArray();  
       Random rng = new Random();  
       int n = array.Length;  
       while (n > 1)  
       {  
         n--;  
         int k = rng.Next(n + 1);  
         var value = array[k];  
         array[k] = array[n];  
         array[n] = value;  
       }  
       return stgPassword = new string(array);  
     }  

IOrganizationService

What is IOrganizationService?

Is the web service that accesses data and metadata for your organization. 

Why do I need a IOrganizationService?

You need IOrganizationService when you want to work with data in our Microsoft Dynamics CRM system. The methods available are:

• -          Create (Create a record of an entity)
• -          Retrieve (Retrieve a record of an entity)
• -          RetrieveMultiple ( Retrieve a collection of records of an entity. This can be used with query expression or fetch XML)
• -          Update (Update a record of an entity)
• -          Delete (Delete a record of an entity)
• -          Associate (Create a link between two records)
• -          Disassociate (Delete a link between two records)
• -          Execute (Execute a process. The must common is workflows, imports and detect duplicates)

How can I get IOrganizationService?

To get the organization service you need 3 thing:

• -          User (username of a valid user on the CRM organization)
• -          Password (valid password for the user)
• -          Uri (You can get the organization service Uri in your Dynamics CRM system. Go to Settings à Customizations à Developer Resources.)

How can I use it on code?

Need a reference to the microsoft.xrm.sdk.dll from the SDK

C#

//organization url  
 IServiceManagement<IOrganizationService> orgServiceManagement = ServiceConfigurationFactory.CreateManagement<IOrganizationService>(new Uri(“Uri”));  
 //Put Credentials  
       AuthenticationCredentials authCredentials = new AuthenticationCredentials();  
       authCredentials.ClientCredentials.UserName.UserName = “user”;  
       authCredentials.ClientCredentials.UserName.Password = “password”;  
 AuthenticationCredentials tokenCredentials = orgServiceManagement.Authenticate(authCredentials);  
 //connection to CRM  
 OrganizationServiceProxy Service = new OrganizationServiceProxy(orgServiceManagement, tokenCredentials.SecurityTokenResponse);  
       Service.EnableProxyTypes();  
       IOrganizationService _service = Service;