Dynamics 365 - condition to check owner is team or user while send email

In dynamics 365 while sending emails on assigning Case or any other entity record  Required to send an email to user. here We may assign case to team initially and then to user manually . CRM may not send email to team . It can send email to user., so in work flow we need to check for the whether owner is team or user .

we can check using below condition as shown in below figure.

Multiple SLAs in Dynamics 365 for Work Order entity

Multiple SLAs in Dynamics 365 for Work Order Entity

This post will explain how to create multiple SLAs with SLA items

Requirment: Need to have 2 SLAs with different time lines and different conditions.

Solution: we can create 2 SLAs and only once can make default(only default SLA will effect on entity) , But we can acheieve this by adding two lookup fields to SLA KPI Instance entity.

Enitity: Work Order

ATE	SLA 1	SLA 2
CAT 1	2 Working days	3 Working days
CAT 2	2 Working days	4 Working days
CAT 3	2 Working days	5 Working days
CAT 4	2 Working days	8 Working days
CAT 5	2 Working days	14 Working days

Here we enable SLA on work order entity as shown below



and create 2 Look up fields to SLA KPI Instance entity

new Lookup 1 on work order entity for SLA1 (name it SLA1 for better understanding )

new Lookup field on work order entity for SLA2 (name it SLA2 for better understanding )

Now add SLA in ( Settings ==> Service Management ==> Service Level Aggrements)

On Applicable From  select on which Date field you need to apply SLA .

Now add SLA Items for SLA
for SLA 1 work order category : any category(CAT1,2,3,4,5) , Fail: 2 working days
Applicable on first assignment date contains data and category of any type(so not choosing any category)

SLA KPI is SLA1 we created previousely as SLA KPI Instance.

Add SLA Failure condition and Warning  Condition.

SLA 2:
Add SLA 2 item for  category 1 - failire time is 3 days

failure is 3 days means 9 hours X 3 which means 27 Hours (1.13 days)

If we set for 27 hours ,it will calculate set to 1.13 days automatically as below

Now test this.

Reading data from Microsoft Excel sheet using C#.net code

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Below code will help you to reading data rows from excel sheet and fetch data from CRM .

Reading data from Microsoft Excel sheet using C#.net code 

sample excel data

//Name space need to use
using Excel = Microsoft.Office.Interop.Excel;

public void ReadInvoiceFromExcelAndUpdate()
        {
            Excel.Application xlApp = new Excel.Application();
            Excel.Workbook xlWorkbook = xlApp.Workbooks.Open(@"C:\MyData\Sample.xlsx");
            try
            {
                AppLogger logger = new AppLogger();
                Excel.Worksheet xlWorksheet = (Excel.Worksheet)xlWorkbook.Sheets[1];
                Excel.Range xlRange = (Excel.Range)xlWorksheet.UsedRange;
                int rowCount = xlRange.Rows.Count;
                int colCount = xlRange.Columns.Count;
// Excel rows count will start form 1 , not from zero (0) ,  1 will be header
                for (int i = 2; i <= rowCount; i++)
                {
                    logger.LogInfo(i.ToString());


                    string invoieID = ((Excel.Range)xlWorksheet.Cells[i, 1]).Value;
                    if (invoieID != null)
                    {
                        UpdateInvoiceFromExcel(invoieID);
                    }
                }

            }
            catch (Exception ex)
            {
                string err = ex.Message;
            }
            finally
            {
                GC.Collect();
                GC.WaitForPendingFinalizers();


                xlWorkbook.Close();


                //quit and release
                xlApp.Quit();
            }

        }

//Fetch invoice data from CRM
public void UpdateInvoiceFromExcel(string invoiceID)
        {


            try
            {
                QueryExpression qe = new QueryExpression("invoice")
                {
                    ColumnSet = new ColumnSet("name", "statuscode", "statecode"),

                };

                qe.Criteria.AddCondition("invoicenumber", ConditionOperator.Equal, invoiceID);

                var result = _CrmService.RetrieveMultiple(qe);
                if (result.Entities != null && result.Entities.Count > 0)
                {
                    //result.Entities[0];

                    int invoiceStatusValue = result.Entities[0].GetAttributeValue<OptionSetValue>("statuscode").Value;
                    int invoiceStateValue = result.Entities[0].GetAttributeValue<OptionSetValue>("statecode").Value;
                    Guid _invoiceID = result.Entities[0].Id;
                    if (invoiceStatusValue == 100001 && invoiceStateValue == 2)
                    {
                        SetStateRequest request = new SetStateRequest()
                        {
                            EntityMoniker = new EntityReference
                            {
                                Id = _invoiceID,
                                LogicalName = "invoice",
                            },
                            State = new OptionSetValue(0),
                            Status = new OptionSetValue(1),
                        };

                        _CrmService.Execute(request);

                        // end set invoice active
                        //

                        //
                        Entity invoiceToUpdate = new Entity("invoice");
                        invoiceToUpdate.Id = result.Entities[0].Id;

                        invoiceToUpdate["new_issend"] = true; //has_issend //new_issend
                        _CrmService.Update(invoiceToUpdate);
                        //

                        // set back invoice status

                        SetStateRequest invocieRequest = new SetStateRequest()
                        {
                            EntityMoniker = new EntityReference
                            {
                                Id = _invoiceID,
                                LogicalName = "invoice",
                            },
                            State = new OptionSetValue(invoiceStateValue), // State = new OptionSetValue(2),
                            Status = new OptionSetValue(invoiceStatusValue), //Status = new OptionSetValue(100001),
                        };

                        _CrmService.Execute(invocieRequest);

                    }
                    else
                    {
                        Entity invoiceToUpdate = new Entity("invoice");
                        invoiceToUpdate.Id = _invoiceID;

                        invoiceToUpdate["new_issend"] = true;
                        _CrmService.Update(invoiceToUpdate);

                    }
                }
            }
            catch (Exception ex)
            {

                // log.Error(ex);
                //throw;
            }
        }

Dynamics 365 make invoice active and Paid using C#.net code or plugin

Dynamics 365 make invoice active and Paid using C#.net code or plugin


                foreach (var item in ERPInvoices.Entities)
                {
// Set active
                    SetStateRequest setStateRequest = new SetStateRequest()
                    {
                        EntityMoniker = new EntityReference
                        {
                            Id = new Guid(item["invoiceid"].ToString()),
                            LogicalName = "invoice",
                        },
                        State = new OptionSetValue(0),

                        Status = new OptionSetValue(1)

                    };
                    _CrmService.Execute(setStateRequest);

                  // Update the field

                    Entity invoiceToUpdate = new Entity("invoice");
                    invoiceToUpdate.Id = item.Id;
                    if (issendfullyerp)
                    {
                        invoiceToUpdate.Attributes["has_issendfullyerp"] = true;
                    }
                    if (issendpartiallyerp)
                    {
                        invoiceToUpdate.Attributes["has_issendpartiallyerp"] = true;
                    }
                    _CrmService.Update(invoiceToUpdate);
//set abck paid - to old status
                    SetStateRequest request = new SetStateRequest()
                    {
                        EntityMoniker = new EntityReference
                        {
                            Id = new Guid(item["invoiceid"].ToString()),
                            LogicalName = "invoice",
                        },
                        State = new OptionSetValue(2),
                        Status = new OptionSetValue(100001),
                    };

                    _CrmService.Execute(request);

}

Loading IFrame on form - MS CRM Dynamics javascript

This is helpful to set the URL to IFRAME using javascript in MicroSoft Dynamics CRM.

use below script as reference to your javascript webresource.

you need to call the SetTransactionFrame() from onload even and save event of crm form.

// script to webpage to Iframe .. load web page on MS CRM form IFRAME.



var transactionsURL = "http:blogger.com";

function SetTransactionFrame()
{

 var subjectValue = Xrm.Page.getAttribute("subjectid").getValue();

 if ((subjectValue != null)) {
 
var subjectName = subjectValue[0].name;


var formType = Xrm.Page.ui.getFormType();
    if (formType !== 1 && subjectName=="yoursubject" )
        {
SetIFrameURL();
}
else
{
//"Details" - tab name
Xrm.Page.ui.tabs.get("Details").sections.get("Details_section_2").setVisible(false);
}

   }
}

function SetIFrameURL() {

    var CaseId = Xrm.Page.data.entity.getId();
    var UserId = Xrm.Page.context.getUserId();
   var FormType ="case";

    var transactionsURL = TransactionDetailsURL + '?id=' + CaseId +'&userid=' +UserId +'&typename='+FormType;


Xrm.Page.getControl('IFRAME_Transactions').setSrc(transactionsURL);
}

Close quote Plugin code in c#.net

Close quote Plugin code in c#.net

Below code to achieve logic 
  using System;
using System.Collections.Generic;
using System.Linq;
using System.Text;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Client;
using Microsoft.Crm.Sdk.Messages;
namespace CloseQuote
{
    public class PluginCloseQuote:IPlugin
    {
        public void Execute(IServiceProvider serviceProvider)
        {
            IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
            try
            {
                // Plugin to close the quote
                if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity && context.Depth<2)
                {
                    Entity entity = context.InputParameters["Target"] as Entity;

                    IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
                    IOrganizationService service = ((IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory))).CreateOrganizationService(new Guid?(context.UserId));


                    OrganizationServiceContext orgContext = new OrganizationServiceContext(service);
                    Entity postImageEntity = (context.PostEntityImages != null && context.PostEntityImages.Contains("PostImage")) ? context.PostEntityImages["PostImage"] : null;
                  
                    if (postImageEntity.GetAttributeValue<bool>("pmax_isclosequote"))
                    {
                     
                        if (((OptionSetValue)postImageEntity.Attributes["statecode"]).Value == 0)
                        {
                            //method to Activate quote
                            SetEntityStatus(service, entity.Id, "quote");

                        }
                       
                        //method to close quote
                        CloseQuoteRequest req = new CloseQuoteRequest();
                        Entity quoteClose = new Entity("quoteclose");
                        quoteClose.Attributes.Add("quoteid", new EntityReference("quote", entity.Id));
                        quoteClose.Attributes.Add("subject", "Customer was mean so we just closed it.");
                        req.QuoteClose = quoteClose;
                        req.RequestName = "CloseQuote";
                        OptionSetValue o = new OptionSetValue();
                        o.Value = 5;
                        req.Status = o;
                       
                        CloseQuoteResponse resp = (CloseQuoteResponse)service.Execute(req);
                    }
                    else if (postImageEntity.GetAttributeValue<bool>("pmax_isactivatequote"))
                    {
                        if (((OptionSetValue)postImageEntity.Attributes["statecode"]).Value == 0)
                        {
                            //method to Activate quote
                            SetEntityStatus(service, entity.Id, "quote");

                        }
                    }
                }
            }
            catch (Exception ex)
            {
                throw new InvalidPluginExecutionException(
                   "An error occurred in the CloseQuote.PluginCloseQuote Plug-in" + ex.Message, ex);
            }
        }
        //activate the quote
        private void SetEntityStatus(IOrganizationService service, Guid recordGUID, string entityName)
        {

            SetStateRequest setState = new SetStateRequest();

            setState.EntityMoniker = new EntityReference();

            //Pass GUID of the record to be activated or Deactivated

            setState.EntityMoniker.Id = recordGUID;

            setState.EntityMoniker.Name = entityName;

            setState.EntityMoniker.LogicalName = entityName;

            //Setting ‘State’ i.e., (0 – Active ; 1 – InActive)

            setState.State = new OptionSetValue();

            setState.State.Value = 1;

            //Setting ‘Status’ i.e., (1 – Active ; 2 – InActive)

            setState.Status = new OptionSetValue();

            setState.Status.Value = 3;

            SetStateResponse setStateResponse = (SetStateResponse)service.Execute(setState);

        }
        private void SetEntityStatusActive(IOrganizationService service, Guid recordGUID, string entityName)
        {

            SetStateRequest setState = new SetStateRequest();

            setState.EntityMoniker = new EntityReference();

            //Pass GUID of the record to be activated or Deactivated

            setState.EntityMoniker.Id = recordGUID;

            setState.EntityMoniker.Name = entityName;

            setState.EntityMoniker.LogicalName = entityName;

            //Setting ‘State’ i.e., (0 – Active ; 1 – InActive)

            setState.State = new OptionSetValue();

            setState.State.Value = 3;

            //Setting ‘Status’ i.e., (1 – Active ; 2 – InActive)

            setState.Status = new OptionSetValue();

            setState.Status.Value = 5;

            SetStateResponse setStateResponse = (SetStateResponse)service.Execute(setState);

        }
        private SetStateRequest inactiveSuspect(Entity entSuspect)
        {
            //to set prospect record inactive
            //WinOpportunityRequest

           
            SetStateRequest setState = new SetStateRequest();

            setState.EntityMoniker = new EntityReference();

            //Pass GUID of the record to be activated or Deactivated

            setState.EntityMoniker.Id = entSuspect.Id;

            setState.EntityMoniker.Name = "quote";

            setState.EntityMoniker.LogicalName = entSuspect.LogicalName;

            //Setting ‘State’ i.e., (0 – Active ; 1 – InActive)

            setState.State = new OptionSetValue();

            setState.State.Value = 0;

            //Setting ‘Status’ i.e., (1 – Active ; 2 – InActive)

            setState.Status = new OptionSetValue();

            setState.Status.Value = 1;


            return setState;
            //
        }
    }
}