MS Dynamics CRM

Adding case resolution types to case resolution form

not having done this before on our installation this took me a few minutes to figure out.

obviously as its a drop down field its a picklist which needs editing but it's not in the Case/Incident resolution entity.

The picklist can actually be found within the Case entity.

If you select the Status Code entity and change the state dropdown from the right of the screen from Active to Resolved you will see the text list will change to show the Case Resolution picklist.

Posted May 08 2009, 10:03 AM by Steve with 4 comment(s)

Filed under: MS CRM 3.0, entity, Case Resolution Type

Workflows and Working Days

Hi on a few posts on the MS CRM dynamics forum I commented on a solution for working out due dates taking into account weekends and holidays etc.

This is the solution I came up with which has been working for the last x months without any issues (as far as i'm aware). This is based on the task entity creation event and basically picks up the Creation Date and the Due date and calculates the difference between them and then changes the due date (assuming a user inputs the number of days till the task should be completed which will generate a due date automatically - could be tweaked I know) to be a working date taking into account any company / official holidays (if rules have been entered into the Business Closures entity Settings > Business Closures). The code should be transferable between many implementations but is used very specifically at the moment as above.

As far as I am aware it has been tested quite thouroughly with exception to the Business Closures which our company don't use at the moment.

These belong in my case within a workflow assembly (maybe called WorkflowAssembly.DLL like mine) and are used within the workflow manager.

/// <summary>
/// Change Due Date used by workflow required by task.
/// </summary>
/// <param name="caller">string</param>
/// <param name="creationDate">DateTime</param>
/// <param name="dueDate">DateTime</param>
/// <returns>DateTime</returns>
public DateTime ChangeDueDate(string caller, DateTime creationDate, DateTime dueDate)
{
        XmlDocument xDoc = new XmlDocument();
        xDoc.LoadXml(caller);
        XmlNodeList nodes = xDoc.SelectNodes("caller/userid");

        if (nodes.Count > 0)
        {
           // setup service
           using (CrmService service = CrmSdkProxy.InstantiateService(new Guid(nodes[0].InnerXml.ToString())))
           {
                // get difference between duedate and creation date
                TimeSpan ts = dueDate - creationDate;

                return ReturnWorkingDate(creationDate, ts.Days, service);
           }
        }

// if theres any problems return standard due date.
return dueDate;
}

/// <summary>
/// Accepts a date,number of days to skip and a crmservice instance
/// </summary>
/// <param name="date">DateTime</param>
/// <param name="numberOfWorkingDays">Integer</param>
/// <param name="service">CRMService</param>
/// <returns>DateTime</returns>
public DateTime ReturnWorkingDate(DateTime date, int numberOfWorkingDays, CrmService service)
{
    while (numberOfWorkingDays > 0)
    {
        date = date.AddDays(1);
        // if today is not a day included in the business closure calendar or else move on a day
        if (IsBusinessWorkingDay(date, service))
        {
            // if today is not saturday or sunday else move on a day
            if (!IsWeekend(date))
            {
                // this is a working day
                numberOfWorkingDays--;
            }
        }
    }

// returns the date advanced by x number of working days
return date;

}

private static bool IsBusinessWorkingDay(DateTime dueDate, CrmService service)
{
    // setup working variables
    bool workingDay = true;
    string guidString = string.Empty;

    // create fetchxml
    StringBuilder fetchXML = new StringBuilder();
    fetchXML.Append("<fetch mapping='logical'>");
    fetchXML.Append("<entity name='calendar'>");
    fetchXML.Append("<attribute name='calendarid'/>");
    fetchXML.Append("<filter type='and'>");
    fetchXML.Append(" <condition attribute='isshared' operator='eq' value='1'/>");
    fetchXML.Append("</filter>");
    fetchXML.Append("<filter type='and'>");
    fetchXML.Append(" <condition attribute='name' operator='eq' value='Business Closure Calendar'/>");
    fetchXML.Append("</filter>");
    fetchXML.Append("</entity>");
    fetchXML.Append("</fetch>");

// perform fetch
string returnXML = service.Fetch(fetchXML.ToString());

    // setup xml document for return xml
    XmlDocument xDoc = new XmlDocument();
    xDoc.LoadXml(returnXML);
    XmlNodeList nodes = xDoc.SelectNodes("resultset/result/calendarid");

    // if theres a calendar returned from the fetch then handle it
    if (nodes.Count > 0)
    {
        // get Business closures calendar Guid
        guidString = nodes[0].InnerXml.ToString();

// create calendar Guid
Guid calGuid = new Guid(guidString);

// return all calendar columns for this calendar (just need calendarrules)
calendar cal = (calendar)service.Retrieve(EntityName.calendar.ToString(), calGuid, new AllColumns());

        // for each rule within the calendarrules collection
        foreach (calendarrule cl in cal.calendarrules)
        {
            // Convert start and end date to DateTime
            DateTime holStartDate = Convert.ToDateTime(cl.effectiveintervalstart.Value.ToString());
            DateTime holEndDate = Convert.ToDateTime(cl.effectiveintervalend.Value.ToString());

            // check if the date passed in is within the startdate / enddate of holidays via rules
            if (DateTime.Compare(dueDate, holStartDate) > 0 && DateTime.Compare(dueDate, holEndDate) < 0)
            {
                workingDay = false;
            }
        }
    }

return workingDay;
}