napstr4u (Black Edition): 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.

 
[C#]
using System;
using Microsoft.Crm.Sdk.Utility;

namespace Microsoft.Crm.Sdk.HowTo
{
    // Microsoft Dynamics CRM namespaces.
    using CrmSdk;

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

   public class ConvertFaxToTask
   {
      static void Main(string[] args)
      {
         // TODO: Change the server URL and organization to match your Microsoft Dynamics CRM server and Microsoft Dynamics CRM organization.
         ConvertFaxToTask.Run("http://localhost:5555", "CRM_Organization");
      }

      public static bool Run(string crmServerUrl, string orgName)
      {
         #region Setup Data Required for this sample.

         bool success = false;

         #endregion

         try
         {
            // Set up the CRM service.
            CrmService service = CrmServiceUtility.GetCrmService(crmServerUrl, orgName);
            service.PreAuthenticate = true;
            
            // Get the current user.
            WhoAmIRequest userRequest = new WhoAmIRequest();
            WhoAmIResponse user = (WhoAmIResponse)service.Execute(userRequest);

            // Create the fax object.
            fax fax = new fax();

            // Set the properties of the fax.
            fax.subject = "Test Fax";
            fax.description = "New Fax";

            // Create the party sending and receiving the fax.
            activityparty party = new activityparty();

            // Set the properties of the activity party.
            party.partyid = new Lookup();
            party.partyid.type = EntityName.systemuser.ToString();
            party.partyid.Value = user.UserId;

            // The party sends and receives the fax.
            fax.from = new activityparty[] { party };
            fax.to = new activityparty[] { party };

            // Create the fax.
            Guid createdFaxId = service.Create(fax);

            // Retrieve the created fax.
            // Be aware that using AllColumns may adversely affect
            // performance and cause unwanted cascading in subsequent 
            // updates. A best practice is to retrieve the least amount of 
            // data required.
            fax newFax = (fax)service.Retrieve(EntityName.fax.ToString(), createdFaxId, new AllColumns());

            // Create the task object.
            task task = new task();

            // Set the properties of the task.
            task.subject = "Follow Up: " + newFax.subject;

            // Set the due date of the task.
            task.scheduledend = new CrmDateTime();

            // Get the date that the fax was received.
                CrmDateTime endDate = newFax.createdon;
                
            // Set the due date of the task to one week later.
                task.scheduledend.Value = endDate.UniversalTime.AddDays(7).ToString();

            // Create the task.
            Guid createdTaskId = service.Create(task);

            #region check success

            if (createdTaskId != Guid.Empty)
            {
               success = true;
            }

            #endregion

            #region Remove Data Required for this Sample

            service.Delete(EntityName.fax.ToString(), createdFaxId);
            service.Delete(EntityName.task.ToString(), createdTaskId);

            #endregion
         }
         catch (System.Web.Services.Protocols.SoapException)
         {
            // Add your error handling code here.
         }

         return success;
      }
   }
}
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Convert a Fax to a Task
