Sample: Promote an email message to Dynamics 365 for Customer Engagement apps

Applies to Dynamics 365 for Customer Engagement apps version 9.x

This sample code is for Dynamics 365 for Customer Engagement. Download the complete sample from Sample: Work with Activity entities.


Internet connection is required to download the sample project and to restore the NuGet packages used in the sample project.


For more information about the requirements for running the sample code provided here, see Use the sample and helper code.


This sample shows how to create an email activity instance from the specified email message in Dynamics 365 for Customer Engagement by using the DeliverPromoteEmailRequest message.


using System;
using System.ServiceModel;
using System.ServiceModel.Description;
using System.Text;

// These namespaces are found in the Microsoft.Xrm.Sdk.dll assembly
// found in the SDK\bin folder.
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;
using Microsoft.Xrm.Sdk.Discovery;
using Microsoft.Xrm.Sdk.Messages;
using Microsoft.Xrm.Sdk.Client;

// This namespace is found in Microsoft.Crm.Sdk.Proxy.dll assembly
// found in the SDK\bin folder.
using Microsoft.Crm.Sdk.Messages;

namespace Microsoft.Crm.Sdk.Samples
    /// <summary>
    /// Create an e-mail activity instance from the specified e-mail message.
    /// </summary>
    /// <remarks>This sample requires that the user account running the program have
    /// a primary e-mail address defined in Microsoft Dynamics CRM.</remarks>
    public class DeliverPromoteEmail
        #region Class Level Members

        /// <summary>
        /// Stores the organization service proxy.
        /// </summary>
        private OrganizationServiceProxy _serviceProxy;

        // Define the IDs needed for this sample.
        private Guid _contactId;
        private Guid _emailId;

        #endregion Class Level Members

        #region How To Sample Code
        /// <summary>
        /// Create an e-mail activity instance from the specified e-mail message.
        /// <param name="serverConfig">Contains server connection information.</param>
        /// <param name="promptforDelete">When True, the user will be prompted to delete all
        /// created entities.</param>
        /// </summary>
        public void Run(ServerConnection.Configuration serverConfig, bool promptForDelete)
                // Connect to the Organization service. 
                // The using statement assures that the service proxy will be properly disposed.
                using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,serverConfig.Credentials, serverConfig.DeviceCredentials))
                    // This statement is required to enable early-bound type support.
                    // Create a contact to send an email to (To: field)
                    Contact emailContact = new Contact()
                        FirstName = "Lisa",
                        LastName = "Andrews",
                        EMailAddress1 = ""
                    _contactId = _serviceProxy.Create(emailContact);
                    Console.WriteLine("Created a sample contact.");

                    // Get a system user to send the email (From: field)
                    WhoAmIRequest systemUserRequest = new WhoAmIRequest();
                    WhoAmIResponse systemUserResponse = (WhoAmIResponse)_serviceProxy.Execute(systemUserRequest);

                    ColumnSet cols = new ColumnSet("internalemailaddress");
                    SystemUser emailSender = (SystemUser)_serviceProxy.Retrieve(SystemUser.EntityLogicalName, systemUserResponse.UserId, cols);

                    // Create the request.
                    DeliverPromoteEmailRequest deliverEmailRequest = new DeliverPromoteEmailRequest
                        Subject = "SDK Sample Email",
                        To = emailContact.EMailAddress1,
                        From = emailSender.InternalEMailAddress,
                        Bcc = String.Empty,
                        Cc = String.Empty,
                        Importance = "high",
                        Body = "This message will create an email activity.",
                        MessageId = Guid.NewGuid().ToString(),
                        SubmittedBy = "",
                        ReceivedOn = DateTime.Now

                    // We won't attach a file to the email, but the Attachments property is required.
                    deliverEmailRequest.Attachments = new EntityCollection(new ActivityMimeAttachment[0]);
                    deliverEmailRequest.Attachments.EntityName = ActivityMimeAttachment.EntityLogicalName;                    

                    // Execute the request.
                    DeliverPromoteEmailResponse deliverEmailResponse = (DeliverPromoteEmailResponse)_serviceProxy.Execute(deliverEmailRequest);

                    // Verify the success.
                    // Define an anonymous type to define the possible values for
                    // email status
                    var EmailStatus = new
                        Draft = 1,
                        Completed = 2,
                        Sent = 3,
                        Received = 3,
                        Canceled = 5,
                        PendingSend = 6,
                        Sending = 7,
                        Failed = 8,

                    // Query for the delivered email, and verify the status code is "Sent".
                    ColumnSet deliveredMailColumns = new ColumnSet("statuscode");
                    Email deliveredEmail = (Email)_serviceProxy.Retrieve(Email.EntityLogicalName, deliverEmailResponse.EmailId, deliveredMailColumns);

                    _emailId = deliveredEmail.ActivityId.Value;
                    if (deliveredEmail.StatusCode.Value == EmailStatus.Sent)
                        Console.WriteLine("Successfully created and delivered the e-mail message.");


            // Catch any service fault exceptions that Microsoft Dynamics CRM throws.
            catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>)
                // You can handle an exception here or pass it back to the calling method.

        /// <summary>
        /// Deletes the custom entity record that was created for this sample.
        /// <param name="prompt">Indicates whether to prompt the user 
        /// to delete the entity created in this sample.</param>
        /// </summary>
        public void DeleteRequiredRecords(bool prompt)
            bool deleteRecords = true;

            if (prompt)
                Console.WriteLine("\nDo you want these entity records deleted? (y/n)");
                String answer = Console.ReadLine();

                deleteRecords = (answer.StartsWith("y") || answer.StartsWith("Y"));

            if (deleteRecords)
                /// Delete the sent emails 
                _serviceProxy.Delete(Email.EntityLogicalName, _emailId);

                // Delete the contacts created for emails
                _serviceProxy.Delete(Contact.EntityLogicalName, _contactId);                

                Console.WriteLine("Entity records have been deleted.");

        #endregion How To Sample Code

        #region Main
        /// <summary>
        /// Main. Runs the sample and provides error output.
        /// <param name="args">Array of arguments to Main method.</param>
        /// </summary>
        static public void Main(string[] args)
                // Obtain the target organization's Web address and client logon 
                // credentials from the user.
                ServerConnection serverConnect = new ServerConnection();
                ServerConnection.Configuration config = serverConnect.GetServerConfiguration();

                DeliverPromoteEmail app = new DeliverPromoteEmail();
                app.Run(config, true);

            catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault> ex)
                Console.WriteLine("The application terminated with an error.");
                Console.WriteLine("Timestamp: {0}", ex.Detail.Timestamp);
                Console.WriteLine("Code: {0}", ex.Detail.ErrorCode);
                Console.WriteLine("Message: {0}", ex.Detail.Message);
                Console.WriteLine("Plugin Trace: {0}", ex.Detail.TraceText);
                Console.WriteLine("Inner Fault: {0}",
                    null == ex.Detail.InnerFault ? "No Inner Fault" : "Has Inner Fault");
            catch (System.TimeoutException ex)
                Console.WriteLine("The application terminated with an error.");
                Console.WriteLine("Message: {0}", ex.Message);
                Console.WriteLine("Stack Trace: {0}", ex.StackTrace);
                Console.WriteLine("Inner Fault: {0}",
                    null == ex.InnerException.Message ? "No Inner Fault" : ex.InnerException.Message);
            catch (System.Exception ex)
                Console.WriteLine("The application terminated with an error.");

                // Display the details of the inner exception.
                if (ex.InnerException != null)

                    FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault> fe =
                        as FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>;
                    if (fe != null)
                        Console.WriteLine("Timestamp: {0}", fe.Detail.Timestamp);
                        Console.WriteLine("Code: {0}", fe.Detail.ErrorCode);
                        Console.WriteLine("Message: {0}", fe.Detail.Message);
                        Console.WriteLine("Plugin Trace: {0}", fe.Detail.TraceText);
                        Console.WriteLine("Inner Fault: {0}",
                            null == fe.Detail.InnerFault ? "No Inner Fault" : "Has Inner Fault");
            // Additional exceptions to catch: SecurityTokenValidationException, ExpiredSecurityTokenException,
            // SecurityAccessDeniedException, MessageSecurityException, and SecurityNegotiationException.

                Console.WriteLine("Press <Enter> to exit.");

        #endregion Main


See also

Sample Code for Activity
E-mail Activity Entities
Sample: CrmServiceHelper Class
Sample: Send an Email Using a Template