Do you use a CRM? We are guessing yes. Most likely that’s where your pipeline is maintained.

Does the invaluable discussion around an opportunity or deal happen inside the CRM. I am guessing No.  That’s your chat / IM solution.

Here is a simple solution that can leverage both these applications to ensure 360 degree communication. It can greatly enhance visibility and follow up of the pipeline opportunities and potentially increase the turnaround.

You can write a simple application to monitor your CRM system and push any interesting opportunity to the respective chat room or owner based on your business rules. This will ensure that any interesting information being captured in the CRM is surfaced on your primary communication system, maximizing the opportunity for collaboration.

In the example below I have an FX opportunity that’s just been created in the system and is worth more than a million dollars. As soon as it is saved in the CRM system, I get an alert in my chat window.

 

The link in the alert here provides single click access to the relevant opportunity for anyone interested in it.

 

As a corollary scenario, you would also want the valuable information generated while collaborating on such opportunities to get captured in your CRM system along with the context. This again can be achieved using a very simple Bot that lets you send Notes and update properties of specific objects in your CRM system.

In the illustration below, for a lost opportunity alert, user sends an update as free text from within the chat client which will automatically be added in the CRM system as an activity for the owner of the opportunity.

 

Here is how the text message from chat will appear in the Opportunity. Notice the highlighted activity.

 

So, this is a very basic integration example. However, the concept can be used to achieve far more sophisticated results and to automate workflows that can substantially improve your productivity.

Deepak Kumar MOSS, Microsoft, Unified Communications

One of my previous projects involved me to create a Managed Event Sink for Microsoft Exchange Server Store. Being the first attempt on the topic it took a while to grasp and crack the event sinks – surprisingly googling did not help either, but finally when I cracked, I thought I shall share it to the world for common goodness

Hence, this Article…

So, what does an Event Sink Really mean?

Event Sink is a piece of code that gets triggered on predetermined events. A more classic jargon I can give as an example is “Hooks”, i.e. we hook to an event and when the event occurs our custom code executes first and later the control is passed back to the original event if required. Similarly, we could hook to a mailbox of anyone on the exchange server and could execute the hacked hook even before the exchange server events are fired. This gives us to build a series of LOB applications.

Exchange Store Events

Some of the events that can be hooked to Exchange Server are

1. Synchronous Events – Events that get triggered before an item [Mail, appointments, documents, tasks etc] is committed to the exchange server. These events pauses the exchange store thread until the event sink finishes executing. No other process can access the item during this event sink execution period as, event sink has the exclusive control over the items. Following are the events that are classified as Synchronous events.

a. OnSyncSave – fires when the item is saved to exchange, but before the changes are committed.
b. OnSyncDelete – fires when the item is deleted from exchange, but before the delete operation is committed.

2. Asynchronous Events – Events that get fired after an item is committed to the exchange server. These Async events do not block the exchange store thread. Following are the Asynchronous events.

a. OnSave – Fires after the item is saved to exchange and changes are committed
b. OnDelete – Fires after the item is deleted from the exchange and changes are committed.

3. System Events– Events that get fired based on some system wide actions on exchange server, the following are the system events.

a. OnMDBStartUp – This fires up when the Exchange Database is started.
b. OnMDBShutdown – This fires up when the Exchange Database is shut down.
c. OnTimer – Executes a piece of code at predefined intervals. This is a very useful event, which runs irrespective of specific events.

Synchronous and Asynchronous events are tied to a specific item or folder in the exchange store.

All these events are exposed in the Exchange CDOEX library [cdoex.dll] as interfaces. Fig 1.1 shows the object browser window of the CDOEX library.

So What? What Can I Build?

Some of the applications that can be developed using Event Sink are,

1. Notification Subsystems
2. Global Timer applications
3. Workflow based applications
4. Automatic Categorization subsystems
5. Store maintenance for administrators

Let’s Code Now…

Fire up your Visual Studio.NET and choose new C# Class library project and name the project, hmm… let’s call it as “MyEventSink”.

On the Solution explorer, right click the project name and choose Properties, on the Project Properties page choose configuration properties choose build and set Register for COM Interop to
True.

Now, Copy the below files to the MyEventSink bin directory

• exoledb.dll from exchange server bin directory (\program files\exchsrvr\bin)
• cdoex.dll - \program files\common files\Microsoft Shared\CDO
• msado15.dll - \Program Files\Common Files\System\ADO

Open up the VS.NET Command Prompt and navigate to MyEventSink bin folder, and create strong name keys for the above libraries. Key-in the following commands

> Sn –k exoledb.key
> Sn –k cdoex.key
> Sn –k msado.key

We need to create interop assemblies of the above library, in order to, create the interop assemblies we shall use the tlbimp tool. Key-in the following commands to create 3 interop assemblies.

tlbimp exoledb.dll /keyfile:exoledb.key /out:interop.exoledb.dll /namespace:CDO
tlbimp cdoex.dll /keyfile:cdoex.key /out:interop.cdoex.dll /namespace:CDO
tlbimp msado15.dll /keyfile:msado.key /out:interop.adodb.dll /namespace:ADODB

Copy these interop dll files to the debug folder. Switch back to VS.NET and add references to the above created interop DLL files. Modify the following attributes on the AssemblyInfo.cs

Under General Information section, modify

[assembly: AssemblyTitle(”MyEventSink”)]

[assembly: AssemblyDescription(”My Event Sink - Logu”)]

at version information section, create a new GUID and add

[assembly: Guid(”44E6847A-0012-42af-A317-1E1A9F0C853D”)]

[Tip: You can create a new GUID by clicking Tools->Create GUID]

at sign information section, modify

[assembly: AssemblyDelaySign(false)]

[assembly: AssemblyKeyFile(”MyEventSink.key”)]

[assembly: AssemblyKeyName(”MyEventSink”)]

Now, Choose Project Properties and set the “Wrapper assembly key file” to MyEventSink.key and “Wrapper assembly Key Name” to “My Event Sink”

Start the VS.NET Command Prompt and change directory to your project directory, and create a key, key-in the following,

> sn –k MyEventSink.key

Switch back to VS.NET IDE, and change the file name of class1.cs to a new name like “ExchEventSink.cs“, double click the .cs file to open.

Add,

Modify the class definition code to resemble like below,

If you observe the above code, you can notice that we are implementing the IExStoreAsyncEvents interface, which implements the asynchronous events methods namely onsave and ondelete. We shall implement the same now, add the following to your code [check the attached zip file for more information]

In the above code, we are processing an exchange item on onsave method, and we create a LOG file. This is a simple code example; modify it to your requirements.

Compile the class, you have your event sink component ready. Now, Open Component Services, under COM+ applications create new empty application and name it as “MyEventSink”, then, expand, components under MyEventSink and click “import components that are already registered”

And choose “MyEventSink.ExchEventSink” from the populated list.

Now, the event sink component is registered to the server.

We are done on our development part. Now, you can bind the component to any folder of exchange store, there are multiple ways to do this, I prefer the following,

RegEvent.vbs - I’ve attached the VBS file along with the download zip, this script creates the event registration for the specified folder. The following command binds the event sink to my inbox folder,

I’ve included the vbs file along with the zip file.

Exchange Explorer – this is a tool you get with Exchange SDK

Alternatively, you can build your own event registration [that’s a separate article by itself ]

At last, we are done… We have created our own Managed Exchange Store Event Sink. You can also implement the Synchronous Events and the System Events as same as we have implemented the Asynchronous events.

Logu Krishnan C#, Exchange Server, Microsoft .NET, C#, Exchange Server, Microsoft