Microsoft Dynamics CRM – Advanced Workflows

The url for workflow customization tutorial at Microsoft website is actually pointing to the old v3.

Do you know the tutorial for v4?

Thanks mate it is very helpfull solution...

Thanks mate it is very helpfull solution...

Hi,

wonder if i could get your assistance/ point me in the right direction.

For the data retrieval i've added the following code:

<code>

FilterExpression filter = new FilterExpression();

filter.AddCondition(c1);

filter.AddCondition(c2);

filter.AddCondition(c3);

query.Criteria = filter;

RetrieveMultipleRequest retrieve = new RetrieveMultipleRequest();

retrieve.Query = query;

retrieve.ReturnDynamicEntities = true;

RetrieveMultipleResponse retrieved = (RetrieveMultipleResponse)service.Execute(retrieve);

<code>

When the code hits the line:

RetrieveMultipleResponse retrieved = (RetrieveMultipleResponse)service.Execute(retrieve);

An error is generated:

exception: "Server was unable to process request"

InnerText: "\n  0x80040216\n  An unexpected error occurred.\n  Platform\n"

show me your complete code. there must be some issue with conditions.

HI,

How can i create recurrance system Job,

i wants to create recurance system job (Asyncjob)

how can i create

it showing an error org name privilage

Thanks

nileshkankariya@gmail.com

Hi.

Nice post.  Can you also share your code for your recursive call to the Auto-Reschedule Activity?

Many thanks and more power.

It is possible to create reccuring appointments in MS CRM 4.0 with form customization as well.

I have done one implementation for creating reccuring service activity. I have added two new fields in the Service Activity entity.

Please read the detailed implementation below:

Entity Name: serviceappointment

Add two new Fields

New Field 1

-----------

Field Label: Recurring Frequency

Field Name: new_recurringactivity

Requirement Level: No Constraint

Field TYpe: picklist

Field Values:

1 - Daily

2 - Weekly

3 - Fortnightly

4 - Monthly

5 - Bi-Monthly

6 - Quarterly

7 - Half Yearly

8 - Yearly

New Field 2

-----------

Field Label: Recurring End Date

Field Name: new_recurringenddate

Field Type: datetime

Field Format: Date Only

Requirement Level: No Constraint

Purpose of the new fields

-------------------------

Field Name: new_recurringactivity

Purpose: This field will accept recurring frequency from the user.

Field Name: new_recurringenddate

Purpose: This field will accept the date from the user. It will not create any activity beyond the date. Otherwise it will go in a endless loop.

CODE SNIPPET 1

--------------

// Add this code snippet to the OnLoad event of the Service Activity Form

// Lock the recurring Service Activiy fields once activities have been created

if (crmForm.all.new_recurringactivity.DataValue)

{

crmForm.all.new_recurringactivity.disabled = true;

crmForm.all.new_recurringenddate.disabled = true;

}

----------------------------------------------------------------------------------

CODE SNIPPET 2

--------------

// Add this code snippet to the OnSave event of the Service Activity

// Function to format a date to the UTC format required by web services

function DateToUTCFormat(inputDate)

{

var date = inputDate.getDate();

var month = inputDate.getMonth()+1;

var year = inputDate.getYear();

var hours = inputDate.getHours();

var minutes = inputDate.getMinutes();

var ampm = " AM";

if (hours > 11)

   {

   ampm = " PM";

   hours = hours - 12;

   }

if (hours == 0)

   {hours = 12;}

if (minutes < 10)

   {var time = hours.toString() + ":0" + minutes.toString() + ":00" + ampm;}

else

   {var time = hours.toString() + ":" + minutes.toString() + ":00" + ampm;}

var UTCDate = month.toString() + "/" + date.toString() + "/" + year.toString() + " " + time;

return UTCDate;

}

if (crmForm.all.new_recurringactivity.disabled == false && crmForm.all.new_recurringactivity.DataValue && crmForm.all.new_recurringactivity.DataValue)

{

var interval = 0;

switch (parseInt(crmForm.all.new_recurringactivity.DataValue))

{

case 1:   // Daily (Please check the value you are getting from the CRM Form)

interval = 1;

break;

case 2: // weekly

interval = 7;

break;

case 3: // Fortnightly

interval = 14;

break;

case 4: // Monthly

interval = 30;

break;

case 5: // Bi-Monthly

interval = 60;

break;

case 6: // Quarterly

interval = 90;

break;

case 7: // Half Yearly

interval = 180;

break;

case 8: // Yearly

interval = 365;

break;

}

var recurringEnd = crmForm.all.new_recurringenddate.DataValue;

recurringEnd.setDate(recurringEnd.getDate()+1);

var activityStart = crmForm.all.scheduledstart.DataValue;

var activityEnd = crmForm.all.scheduledend.DataValue;

// Set the first reccuring appointment as per the recurring frequency opted by the user

activityStart.setDate(activityStart.getDate()+interval);

activityEnd.setDate(activityEnd.getDate()+interval);

// Prepare values for the new Service Activity

var subject = crmForm.all.subject.DataValue;

var regardingId = crmForm.all.regardingobjectid.DataValue[0].id;

var customerId = crmForm.all.customers.DataValue[0].id;

var serviceid = crmForm.all.serviceid.DataValue[0].id;

var resourceId = crmForm.all.resources.DataValue[0].id;

var ownerId = crmForm.all.ownerid.DataValue[0].id;

var new_recurringactivity = crmForm.all.new_recurringactivity.DataValue;

// Loop for the number of recurring Service Activities

while (activityStart < recurringEnd)

   {    

   // Prepare the SOAP message.

   var startUTC = DateToUTCFormat(activityStart);

   var endUTC = DateToUTCFormat(activityEnd);

  // alert("startUTC: "+startUTC);

   var recurringEndUTC = DateToUTCFormat(recurringEnd);

   var authenticationHeader = GenerateAuthenticationHeader();

   var xml = "<?xml version='1.0' encoding='utf-8'?>" +

   "<soap:Envelope xmlns:soap='schemas.xmlsoap.org/.../&

   " xmlns:xsi='www.w3.org/.../XMLSchema-instance&

   " xmlns:xsd='www.w3.org/.../XMLSchema&

   authenticationHeader+

   "<soap:Body>"+

   "<Create xmlns='schemas.microsoft.com/.../WebServices&

   "<entity xsi:type='serviceappointment'>"+

   "<subject>"+subject+"</subject>"+

   "<serviceid>"+serviceid+"</serviceid>"+

   "<ownerid>"+ownerId+"</ownerid>"+

   "<customers>"+

       "<activityparty>"+

           "<partyobjecttypecode>account</partyobjecttypecode>"+

           "<partyid>"+customerId+"</partyid>"+

           "<participationtypemask>11</participationtypemask>"+

       "</activityparty>"+

   "</customers>"+

   "<resources>"+

       "<activityparty>"+

           "<partyobjecttypecode>systemuser</partyobjecttypecode>"+

           "<partyid>"+resourceId+"</partyid>"+

           "<participationtypemask>1</participationtypemask>"+

       "</activityparty>"+

   "</resources>"+

   "<scheduledstart>"+startUTC+"</scheduledstart>"+

   "<scheduledend>"+endUTC+"</scheduledend>"+

   "<new_recurringenddate>"+recurringEndUTC+"</new_recurringenddate>"+

   "<new_recurringactivity>"+new_recurringactivity+"</new_recurringactivity>"+

   "</entity>"+

   "</Create>"+

   "</soap:Body>"+

   "</soap:Envelope>";

   // Prepare the xmlHttpObject and send the request.

   var xHReq = new ActiveXObject("Msxml2.XMLHTTP");

   xHReq.Open("POST", "/mscrmservices/2007/CrmService.asmx", false);

   xHReq.setRequestHeader("SOAPAction","schemas.microsoft.com/.../Create");

   xHReq.setRequestHeader("Content-Type", "text/xml; charset=utf-8");

   xHReq.setRequestHeader("Content-Length", xml.length);

   xHReq.send(xml);

   // Capture the result

   var resultXml = xHReq.responseXML;

   // Check for errors.

   var errorCount = resultXml.selectNodes('//error').length;

   if (errorCount != 0)

       {

        var msg = resultXml.selectSingleNode('//description').nodeTypedValue;

        alert(msg);

       }

   // Notify user of Service Activity creation

   else

       {

      // alert("Service Activity created on " + activityStart);

       }

   // Increment the next Service Actvity to be created by as per the recurring frequency opted by the user

   activityStart.setDate(activityStart.getDate()+interval);

   activityEnd.setDate(activityEnd.getDate()+interval);

   }

} // Code block Ends

Some More Explanation

---------------------

Please note in the above code snippet I am taking resources as user. So for that I have used in the code snippet

"<resources>"+

       "<activityparty>"+

           "<partyobjecttypecode>systemuser</partyobjecttypecode>"+

           "<partyid>"+resourceId+"</partyid>"+

           "<participationtypemask>1</participationtypemask>"+

       "</activityparty>"+

   "</resources>"+

If you are considering equipments as your resources then use

  "<partyobjecttypecode>systemuser</partyobjecttypecode>"+

Also note that if you want to accept multiple resources then you need to change the value in the "participationtypemask" node.

Since I am expecting 1 resource so I have kept the value as 1.

Let me know if this helps.

Regards,

Sarbashish Bhattacharjee