Tags

, , , ,

Hello Everyone,

Recently I had a requirement from one of my client where at the Opportunity Stage, any conversation with Email was suppose to be recorded and updated under its Description field.  This was for the sake of ease to be familiar with the Current Ongoing Scenario, without opening up the related E-Mail.

OK, now in CRM 2013 there is already a Notes Section under Opportunity where the related Emails can be viewed very easily but the Client was not interested for that Activities Section showing up on the main form(they actually liked the Old form style of CRM-2011). So to fulfill this I created a workflow on the Incoming Email where Description Field of the related Opportunity was set with the Email Messages.

 

After saving and Activating my workflow when I tested the functionality with a Email Scenario, results were quite horrifying !!! 😮

Actually the Email messages were getting saved in the Description field as HTML. Definitely, I needed to figure out a way to convert this message from HTML to Plain Text and this could be easily done with the help of Plugin. I found a very helpful code from CodeProject which exactly suits my requirement.

I wrote the following plugin on Update message for Another field which was also getting updated via Workflow.(i.e. apart from the Description field itself, Reason: This would create an Infinite loop and plugin Execution would stop with an error)

using System;
using System.Collections.Generic;
using System.Linq;
using System.Text;

using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Client;
using Microsoft.Xrm.Sdk.Query;
using Microsoft.Xrm.Sdk.Discovery;
using Microsoft.Crm.Sdk.Messages;
using System.ServiceModel;

namespace UpdateOppDesc
{
    public class Class1:IPlugin
    {
        IOrganizationService service;
        public void Execute(IServiceProvider serviceProvider)
        {
            IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
            IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
            IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);

            if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity)
            {
                Entity entity = (Entity)context.InputParameters["Target"];

                try
                {
                    if (entity.LogicalName == "opportunity")
                    {
                        ColumnSet attributes = new ColumnSet(new string[] { "description" });
                        Entity entty = service.Retrieve(entity.LogicalName, entity.Id, attributes);
                        if (entty.Contains("description") && entty.Attributes["description"] != null)
                        {
                            String desc = entty.Attributes["description"].ToString();
                            String desc2 = StripHTML(desc);
                            entty.Attributes["description"] = desc2;
                            service.Update(entty);
                        }
                        else { }
                          
                    }

                }

                catch (Exception ex)
                {
                    throw new InvalidPluginExecutionException("An error occured in the Plugin:-", ex);
                }

            }

        }

        private string StripHTML(string source)
        {
            try
            {
                string result;

                // Remove HTML Development formatting
                // Replace line breaks with space
                // because browsers inserts space
                result = source.Replace("\r", " ");
                // Replace line breaks with space
                // because browsers inserts space
                result = result.Replace("\n", " ");
                // Remove step-formatting
                result = result.Replace("\t", string.Empty);
                // Remove repeating spaces because browsers ignore them
                result = System.Text.RegularExpressions.Regex.Replace(result,
                                                                      @"( )+", " ");

                // Remove the header (prepare first by clearing attributes)
                result = System.Text.RegularExpressions.Regex.Replace(result,
                         @"<( )*head([^>])*>", "<head>",
                         System.Text.RegularExpressions.RegexOptions.IgnoreCase);
                result = System.Text.RegularExpressions.Regex.Replace(result,
                         @"(<( )*(/)( )*head( )*>)", "</head>",
                         System.Text.RegularExpressions.RegexOptions.IgnoreCase);
                result = System.Text.RegularExpressions.Regex.Replace(result,
                         "(<head>).*(</head>)", string.Empty,
                         System.Text.RegularExpressions.RegexOptions.IgnoreCase);

                // remove all scripts (prepare first by clearing attributes)
                result = System.Text.RegularExpressions.Regex.Replace(result,
                         @"<( )*script([^>])*>", "<script>",
                         System.Text.RegularExpressions.RegexOptions.IgnoreCase);
                result = System.Text.RegularExpressions.Regex.Replace(result,
                         @"(<( )*(/)( )*script( )*>)", "</script>",
                         System.Text.RegularExpressions.RegexOptions.IgnoreCase);
                //result = System.Text.RegularExpressions.Regex.Replace(result,
                //         @"(<script>)([^(<script>\.</script>)])*(</script>)",
                //         string.Empty,
                //         System.Text.RegularExpressions.RegexOptions.IgnoreCase);
                result = System.Text.RegularExpressions.Regex.Replace(result,
                         @"(<script>).*(</script>)", string.Empty,
                         System.Text.RegularExpressions.RegexOptions.IgnoreCase);

                // remove all styles (prepare first by clearing attributes)
                result = System.Text.RegularExpressions.Regex.Replace(result,
                         @"<( )*style([^>])*>", "<style>",
                         System.Text.RegularExpressions.RegexOptions.IgnoreCase);
                result = System.Text.RegularExpressions.Regex.Replace(result,
                         @"(<( )*(/)( )*style( )*>)", "</style>",
                         System.Text.RegularExpressions.RegexOptions.IgnoreCase);
                result = System.Text.RegularExpressions.Regex.Replace(result,
                         "(<style>).*(</style>)", string.Empty,
                         System.Text.RegularExpressions.RegexOptions.IgnoreCase);

                // insert tabs in spaces of <td> tags
                result = System.Text.RegularExpressions.Regex.Replace(result,
                         @"<( )*td([^>])*>", "\t",
                         System.Text.RegularExpressions.RegexOptions.IgnoreCase);

                // insert line breaks in places of <BR> and <LI> tags
                result = System.Text.RegularExpressions.Regex.Replace(result,
                         @"<( )*br( )*>", "\r",
                         System.Text.RegularExpressions.RegexOptions.IgnoreCase);
                result = System.Text.RegularExpressions.Regex.Replace(result,
                         @"<( )*li( )*>", "\r",
                         System.Text.RegularExpressions.RegexOptions.IgnoreCase);

                // insert line paragraphs (double line breaks) in place
                // if <P>, <DIV> and <TR> tags
                result = System.Text.RegularExpressions.Regex.Replace(result,
                         @"<( )*div([^>])*>", "\r\r",
                         System.Text.RegularExpressions.RegexOptions.IgnoreCase);
                result = System.Text.RegularExpressions.Regex.Replace(result,
                         @"<( )*tr([^>])*>", "\r\r",
                         System.Text.RegularExpressions.RegexOptions.IgnoreCase);
                result = System.Text.RegularExpressions.Regex.Replace(result,
                         @"<( )*p([^>])*>", "\r\r",
                         System.Text.RegularExpressions.RegexOptions.IgnoreCase);

                // Remove remaining tags like <a>, links, images,
                // comments etc - anything that's enclosed inside < >
                result = System.Text.RegularExpressions.Regex.Replace(result,
                         @"<[^>]*>", string.Empty,
                         System.Text.RegularExpressions.RegexOptions.IgnoreCase);

                // replace special characters:
                result = System.Text.RegularExpressions.Regex.Replace(result,
                         @" ", " ",
                         System.Text.RegularExpressions.RegexOptions.IgnoreCase);

                result = System.Text.RegularExpressions.Regex.Replace(result,
                         @"&bull;", " * ",
                         System.Text.RegularExpressions.RegexOptions.IgnoreCase);
                result = System.Text.RegularExpressions.Regex.Replace(result,
                         @"&lsaquo;", "<",
                         System.Text.RegularExpressions.RegexOptions.IgnoreCase);
                result = System.Text.RegularExpressions.Regex.Replace(result,
                         @"&rsaquo;", ">",
                         System.Text.RegularExpressions.RegexOptions.IgnoreCase);
                result = System.Text.RegularExpressions.Regex.Replace(result,
                         @"&trade;", "(tm)",
                         System.Text.RegularExpressions.RegexOptions.IgnoreCase);
                result = System.Text.RegularExpressions.Regex.Replace(result,
                         @"&frasl;", "/",
                         System.Text.RegularExpressions.RegexOptions.IgnoreCase);
                result = System.Text.RegularExpressions.Regex.Replace(result,
                         @"&lt;", "<",
                         System.Text.RegularExpressions.RegexOptions.IgnoreCase);
                result = System.Text.RegularExpressions.Regex.Replace(result,
                         @"&gt;", ">",
                         System.Text.RegularExpressions.RegexOptions.IgnoreCase);
                result = System.Text.RegularExpressions.Regex.Replace(result,
                         @"&copy;", "(c)",
                         System.Text.RegularExpressions.RegexOptions.IgnoreCase);
                result = System.Text.RegularExpressions.Regex.Replace(result,
                         @"&reg;", "(r)",
                         System.Text.RegularExpressions.RegexOptions.IgnoreCase);
                // Remove all others. More can be added, see
                // http://hotwired.lycos.com/webmonkey/reference/special_characters/
                result = System.Text.RegularExpressions.Regex.Replace(result,
                         @"&(.{2,6});", string.Empty,
                         System.Text.RegularExpressions.RegexOptions.IgnoreCase);

                // for testing
                //System.Text.RegularExpressions.Regex.Replace(result,
                //       this.txtRegex.Text,string.Empty,
                //       System.Text.RegularExpressions.RegexOptions.IgnoreCase);

                // make line breaking consistent
                result = result.Replace("\n", "\r");

                // Remove extra line breaks and tabs:
                // replace over 2 breaks with 2 and over 4 tabs with 4.
                // Prepare first to remove any whitespaces in between
                // the escaped characters and remove redundant tabs in between line breaks
                result = System.Text.RegularExpressions.Regex.Replace(result,
                         "(\r)( )+(\r)", "\r\r",
                         System.Text.RegularExpressions.RegexOptions.IgnoreCase);
                result = System.Text.RegularExpressions.Regex.Replace(result,
                         "(\t)( )+(\t)", "\t\t",
                         System.Text.RegularExpressions.RegexOptions.IgnoreCase);
                result = System.Text.RegularExpressions.Regex.Replace(result,
                         "(\t)( )+(\r)", "\t\r",
                         System.Text.RegularExpressions.RegexOptions.IgnoreCase);
                result = System.Text.RegularExpressions.Regex.Replace(result,
                         "(\r)( )+(\t)", "\r\t",
                         System.Text.RegularExpressions.RegexOptions.IgnoreCase);
                // Remove redundant tabs
                result = System.Text.RegularExpressions.Regex.Replace(result,
                         "(\r)(\t)+(\r)", "\r\r",
                         System.Text.RegularExpressions.RegexOptions.IgnoreCase);
                // Remove multiple tabs following a line break with just one tab
                result = System.Text.RegularExpressions.Regex.Replace(result,
                         "(\r)(\t)+", "\r\t",
                         System.Text.RegularExpressions.RegexOptions.IgnoreCase);
                // Initial replacement target string for line breaks
                string breaks = "\r\r\r";
                // Initial replacement target string for tabs
                string tabs = "\t\t\t\t\t";
                for (int index = 0; index < result.Length; index++)
                {
                    result = result.Replace(breaks, "\r\r");
                    result = result.Replace(tabs, "\t\t\t\t");
                    breaks = breaks + "\r";
                    tabs = tabs + "\t";
                }

                // That's it.
                return result;
            }
            catch
            {
                //throw new Exception("An error occured in the Plugin.");
                return source;
            }
        }

    }
}

 

After Registering the above Plugin, this time when I tested the functionality again the results were quite satisfying. After the Workflow updated the description field of Opportunity with the Email Messages in HTML format, instantly my Plugin fired and updated the Field; converting Email Messages to Plain Text.

Hope this will be Helpful to someone.

Thanks !!!

😀