Dynamics CRM: Create ServiceAppointment

A service appointment represents an appointment for service. The schema name for this entity is ServiceAppointment. The service appointment entity represents a block of time on a calendar. This entity stores the availability blocks for resources and can be used to determine resource availability and scheduling.

A service appointment can be customized independently from other activities to accommodate the customer's business requirements for service delivery. A service appointment must have a corresponding service. It can be already bound with a set of resources specified by an activity party (ActivityParty) list.

Following code can be used to create a Service Activity.

                // Create the ActivityParty. Resource can be a system user and user's Calendar will be booked for the duration.

                var resource = new ActivityParty

                {

                    PartyId = new EntityReference(SystemUser.EntityLogicalName, _userId)

                };

                // Create and instance of ServiceAppointment

                var appointment = new ServiceAppointment

                {

                    Subject = "Test Service Appointment",

                    ServiceId =

                        new EntityReference(Service.EntityLogicalName, new Guid("B39F04D6-7C93-E111-9675-005056B41D39")),

                    ScheduledStart = DateTime.Now.AddDays(5),

                    ScheduledEnd = DateTime.Now.AddDays(15),

                    Location = "On Site",

                    Description = "Test Appointment created for testing.",

                    Resources = new ActivityParty[] { resource },

                    IsAllDayEvent = true,

                    IsBilled = true

                };

                var request = new CreateRequest {Target = appointment};

                var response = (CreateResponse) _service.Execute(request);

                var serviceAppointmentId = response.id;

P. S. Hayer

Ref: Appointment entities

CRM 2011: Get list of audited attributes from AuditBase table

Recently, I was asked to get all the fields and their entities which were audited in a day so that we can decide if we really need to audit all of those fields and disable auditing where its not required.

As we know there is no Filtered view for audit entity and even advance find don't support Audit search, so it is bit difficult to get the list of fields audited. But Kelvin's blog put me on right path to write this query and get desired result.

-- Declaring Variable and Temp Tables

DECLARE @AttributeMask VARCHAR(MAX), @ObjectTypeCode INT, @EntityName VARCHAR(100), @LogDATETIME DATETIME

DECLARE @CurrentAttribute VARCHAR(MAX)

DECLARE @Audit Table(AttributeMask VARCHAR(MAX), ObjectTypeCode INT, EntityName VARCHAR(100), LogDATETIME DATETIME);                               

DECLARE @Result Table (AttributeId INT, ObjectTypeCode INT, EntityName VARCHAR(100), LogDATETIME DATETIME);

DECLARE @todaysdate DATETIME;

-- Set the date to bring all the fields Audited today

SET @todaysdate = CAST(GETDATE() AS DATE);

-- Get all todays records from AuditBase; You can remove where clause to get everything

INSERT INTO @Audit

SELECT a.AttributeMask, a.ObjectTypeCode, e.Name, a.CreatedOn FROM Audit AS a

INNER JOIN MetadataSchema.Entity e on a.ObjectTypeCode = e.ObjectTypeCode

WHERE CAST(a.CreatedOn AS DATE) = @todaysdate;

-- Using Cursor to go through each and every record in @Audit Table

DECLARE DataAuditCursor CURSOR FOR

SELECT * FROM @Audit

OPEN DataAuditCursor

FETCH NEXT FROM DataAuditCursor

INTO @AttributeMask, @ObjectTypeCode, @EntityName, @LogDATETIME

WHILE @@FETCH_STATUS = 0

BEGIN

      -- Run while Attribute mask have comma(s) in it

      WHILE CHARINDEX(',',@AttributeMask,0) <> 0

    BEGIN

            SELECT

            @CurrentAttribute=RTRIM(LTRIM(SUBSTRING(@AttributeMask,1,CHARINDEX(',',@AttributeMask,0)-1))),

            @AttributeMask=RTRIM(LTRIM(SUBSTRING(@AttributeMask,CHARINDEX(',',@AttributeMask,0)+1,LEN(@AttributeMask))))

           

        IF LEN(@CurrentAttribute) > 0

        INSERT INTO @Result Values(@CurrentAttribute, @ObjectTypeCode, @EntityName, @LogDATETIME)

    END

   

    INSERT INTO @Result VALUES((CASE WHEN ISNULL(@AttributeMask, '') = '' THEN NULL ELSE @AttributeMask END),

                                                @ObjectTypeCode, @EntityName, @LogDATETIME)

   

    FETCH NEXT FROM DataAuditCursor

    INTO @AttributeMask, @ObjectTypeCode, @EntityName, @LogDATETIME

END

CLOSE DataAuditCursor;

DEALLOCATE DataAuditCursor;

-- Select Distinct to get all the Attributes and their entities

SELECT DISTINCT

    r.EntityName

    ,(SELECT TOP 1 a.Name FROM MetadataSchema.Attribute a

            INNER JOIN MetadataSchema.Entity e ON

            a.EntityId = e.EntityId

            and a.ColumnNumber = r.AttributeId

            and e.ObjectTypeCode = r.ObjectTypeCode) 'AttributeName'

FROM @Result r;

Happy Coding

P. S. Hayer
(ਪ੍ਰੇਮਜੀਤ ਸਿੰਘ ਹੇਰ)

Please check my other (non-CRM) blog here: Programming Blogs 

Dynamics CRM: How to get Business Closure Dates in Plugin

using System;
using System.Linq;
using HayerCrmPackage.Plugins.Entities;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Client;
using Microsoft.Xrm.Sdk.Query;

namespace HayerCrmPackage.Plugins
{
    public class PreCaseCreate : Plugin
    {
        public PreCaseCreate()
            : base(typeof(PreCaseCreate))
        {
            base.RegisteredEvents.Add(new Tuple<int, string, string, Action<LocalPluginContext>>(20, "Create", "incident", new Action<LocalPluginContext>(ExecutePreCaseCreate)));            
        }

        protected void ExecutePreCaseCreate(LocalPluginContext localContext)
        {
            if (localContext == null)
            {
                throw new ArgumentNullException("localContext");                
            }

            var pluginContext = localContext.PluginExecutionContext;
            var service = localContext.OrganizationService;
            var context = new OrganizationServiceContext(service);

            // Get Organization Business Closure Calendar Id
            var organization = service.Retrieve("organization", context.OrganizationId, new ColumnSet("businessclosurecalendarid"));

            var query = new QueryExpression("calendar")
            {
                ColumnSet = new ColumnSet(true),
                Criteria = new FilterExpression()
            };

            // Add condition to get Get Calander where CalanderId is equal to Organization's businessclosurecalendarid
            query.Criteria.AddCondition(new ConditionExpression("calendarid", ConditionOperator.Equal, organization["businessclosurecalendarid"].ToString()));

            // Get Calendar
            var businessClosureCalendar = service.RetrieveMultiple(query).Entities[0];

            // Get the Calendar rules
            IEnumerable<Entity> calanderRules = businessClosureCalendar != null ? businessClosureCalendar.GetAttributeValue<EntityCollection>("calendarrules").Entities : null;
        }
    }
}

To know how to add working days by calculating business closure dates and weekends, please check my blog Here.

Happy Coding

P. S. Hayer
(ਪ੍ਰੇਮਜੀਤ ਸਿੰਘ ਹੇਰ)

Please check my other (non-CRM) blog here: Programming Blogs

Dynamics CRM: How to Add working days by calculating business closure and weekends

Recently I received a requirement to set the Incident Auto Closure date to 'CreatedOn' + 7 working days. To add working days to 'CreatedOn' date, we need to exclude all the weekend and business closures. I came up with the following solution to achieve the required outcome.
Add the following Class to your project to calculate working day and business closures.

using System;
using System.Collections.Generic;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;

namespace HayerCrmPackage.Plugins
{
    public class AddWorkingDaysClass
    {
        /// 

        /// Add working days to a specific date by calculating Business Closure and weekends
        /// 
        public static DateTime AddWorkingAndBusinessClosureDays(DateTime specificDate, int workingDaysToAdd, 
            IOrganizationService service, IPluginExecutionContext context)
        {
            var currentDate = specificDate;
            var businessClosures = GetBusinessClosureCalendarRules(context, service);

            // Calculate the working days by taking out the weekends
            int completeWeeks = workingDaysToAdd / 5;
            DateTime date = specificDate.AddDays(completeWeeks * 7);
            workingDaysToAdd = workingDaysToAdd % 5;
            for (int i = 0; i < workingDaysToAdd; i++)
            {
                date = date.AddDays(1);
                while (!IsWorkingDayOfWeek(date))
                {
                    date = date.AddDays(1);
                }
            }

            // Calculate the working days by taking out Business Closures
            for (var i = currentDate; i <= date; i = i.AddDays(1))
            {
                if (i.DayOfWeek == DayOfWeek.Saturday || i.DayOfWeek == DayOfWeek.Sunday)
                    continue;

                foreach (var closure in businessClosures)
                {
                    var startDate = (DateTime)closure["effectiveintervalstart"];
                    var endDate = (DateTime)closure["effectiveintervalend"];
                    var range = new DateRange(startDate, endDate);

                    if (range.Includes(i))
                    {
                        date = date.AddDays(1);

                        if (date.DayOfWeek == DayOfWeek.Saturday)
                        {
                            date = date.AddDays(2);
                            i = i.AddDays(1);
                        }
                        else if (date.DayOfWeek == DayOfWeek.Sunday)
                        {
                            date = date.AddDays(1);
                        }
                    }
                }
            }
            return date;
        }

        /// 

        /// Get Business Closure Calendar Rules
        /// 
        private static IEnumerable<Entity> GetBusinessClosureCalendarRules(IPluginExecutionContext context,
            IOrganizationService service)
        {
            // Get Organization Business Closure Calendar Id
            var organization = service.Retrieve("organization", context.OrganizationId, new ColumnSet("businessclosurecalendarid"));

            var query = new QueryExpression("calendar")
            {
                ColumnSet = new ColumnSet(true),
                Criteria = new FilterExpression()
            };

            // Add condition to get Get Calander where CalanderId is equal to Organization's businessclosurecalendarid
            query.Criteria.AddCondition(new ConditionExpression("calendarid", ConditionOperator.Equal, organization["businessclosurecalendarid"].ToString()));

            // Get Calendar
            var businessClosureCalendar = service.RetrieveMultiple(query).Entities[0];

            // Return the Calendar rules
            return businessClosureCalendar != null ? businessClosureCalendar.GetAttributeValue<EntityCollection>("calendarrules").Entities : null;
        }

        private static bool IsWorkingDayOfWeek(DateTime date)
        {
            var day = date.DayOfWeek;
            return day != DayOfWeek.Saturday && day != DayOfWeek.Sunday;
        }

        public interface IRange<T>
        {
            T Start { get; }
            T End { get; }
            bool Includes(T value);
        }

        public class DateRange : IRange<DateTime>
        {
            public DateRange(DateTime start, DateTime end)
            {
                Start = start;
                End = end;
            }

            public DateTime Start { get; private set; }
            public DateTime End { get; private set; }

            public bool Includes(DateTime value)
            {
                return (Start <= value) && (value < End);
            }
        }
    }
}

To consume above class in your plugin, use the following code:

using System;
using System.Linq;
using HayerCrmPackage.Plugins.Entities;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Client;
using Microsoft.Xrm.Sdk.Query;

namespace HayerCrmPackage.Plugins
{
    public class PreCaseCreate : Plugin
    {
        public PreCaseCreate()
            : base(typeof(PreCaseCreate))
        {
            base.RegisteredEvents.Add(new Tuple<int, string, string, Action<LocalPluginContext>>(20, "Create", "incident", new Action<LocalPluginContext>(ExecutePreCaseCreate)));            
        }

        protected void ExecutePreCaseCreate(LocalPluginContext localContext)
        {
            if (localContext == null)
            {
                throw new ArgumentNullException("localContext");                
            }

            var pluginContext = localContext.PluginExecutionContext;
            var service = localContext.OrganizationService;
            var context = new OrganizationServiceContext(service);

            var targetEntity = (pluginContext.InputParameters != null && pluginContext.InputParameters.Contains("Target"))
            ? (Entity)pluginContext.InputParameters["Target"]
            : null;

            // Converting Entity to Incident
            var incident = (targetEntity != null && targetEntity.LogicalName == Incident.EntityLogicalName) ? targetEntity.ToEntity<Incident>() : null;
            
            // If you want to update the number of working days to add, change the value of 2nd parameter below
            incident.new_AutoClosureDate = AddWorkingDaysClass.AddWorkingAndBusinessClosureDays(DateTime.Now, 7, service,
                        pluginContext);
        }
    }
}

Happy Coding

P. S. Hayer
(ਪ੍ਰੇਮਜੀਤ ਸਿੰਘ ਹੇਰ)

Ref:
 1. Adding Working Week Days to a Specific Date
 2. Check if Date Time is in Date Range

Please check my other (non-CRM) blog here: Programming Blogs

CRM 2013: Timer button is currently disabled

Service pack 1 of Dynamics CRM 2013 came up with an exciting feature of SLA Timer. Timers can be used to track service level agreement KPI to ensure customer commitments are met. Today I was trying to get my hands on it but after installing Service Pack 1, I discovered that Timer option was greyed out on form editor. It was saying:

"This button is currently disabled".

"You may not have selected the item that works with this feature. If you don not have permissions to use this feature, correct your system."

 Solution: 

Go to Settings > Administration > Install Product Updates

You will get the following screen.

Install the updated by clicking on 'Update' at the bottom of the screen.

it will install the updated and in the mean time you can watch the video on installation screen to know more about this brilliant feature. Once updated you will get the confirmation screen. 

Open case form in form editor. You will see that 'Timer' button is enabled not and it is ready to use. 

P. S. Hayer
(ਪ੍ਰੇਮਜੀਤ ਸਿੰਘ ਹੇਰ)

Please check my other (non-CRM) blog here: Programming Blogs

CRM 2011: How to Cancel/Terminate Workflow Programmatically using C#

I was assigned a task where workflow was running on status change and then it waits for few days to send an email message to contact. During the period of wait if status has been changed to something else then workflow should be cancelled.

So I have written a plugin with following code, which check for the status. if status is changed then cancel the workflow as following. There is an easy way to code by hard-coding the process Guid but I tried to write generic code so that I can reuse it if needed.

        /// 

        /// Cancel the running workflow if it is still not completed
        /// 
        /// Organization Service Context
        /// Regarding Entity Id
        /// Name of the workflow
        /// Logical name of the Entity on which worklow is running
        private static void CancelRunningWorkflow(OrganizationServiceContext context,string entityLogicalName, Guid regardingObjectId, string processName)
        {
           // Get Process by name where its running on given incident
           // and current status is waiting, in process or waiting for resources
            var processes = (from p in context.CreateQuery<AsyncOperation>()
                where p.PrimaryEntityType == entityLogicalName
                      && p.RegardingObjectId.Id == regardingObjectId
                      && p.Name == processName
                      &&
                      (p.StatusCode.Value == 10 ||       // Waiting
                       p.StatusCode.Value == 20 ||       // In Process
                       p.StatusCode.Value == 0)          // Waiting For Resources
                select new AsyncOperation {Id = p.Id, StateCode = p.StateCode, StatusCode = p.StatusCode})
                .ToList();

           // Go through each process and set the status to Cancelled
            foreach (var process in processes)
            {
                process["statecode"] = new OptionSetValue(3);
                process["statuscode"] = new OptionSetValue(32);       // Cancelled
                context.UpdateObject(process);
            }
            // Save the changes
            context.SaveChanges();
        }

You can call the method as below:

CancelRunningWorkflow(context, Incident.EntityLogicalName, incident.Id, "Workflow to Stop");

You can create linq Context as following:

OrganizationServiceContext context = new OrganizationServiceContext(_service);

Note: Make sure use have permissions to cancel the process.

Happy Coding

P. S. Hayer
(ਪ੍ਰੇਮਜੀਤ ਸਿੰਘ ਹੇਰ)

Please check my other (non-CRM) blog here: Programming Blogs

CRM 2013: How to disable of "Get CRM for Outlook" notification bar permanently

Recently few of our users complained about "Get CRM for Outlook" notification they receive every time they login to CRM. However it is not as frustrating as popups but some laptop users feel that it takes little screen space and it is bit frustrating to close it every time. After spending little time I discovered that we can get rid of time as following.

• Login to the system as System Administrator and go to Settings > Administration

• Click on System Settings. It will open System settings in new window. 

• Under out look tab go to the last option "Set whether users see CRM for Outlook message". Select 'No' and click OK.

Users will not get the "Get CRM for Outlook" message again, unitl you want it.

Same Steps can be followed to remove this message from CRM 2011 as well.

P. S. Hayer
(ਪ੍ਰੇਮਜੀਤ ਸਿੰਘ ਹੇਰ)

Please check my other (non-CRM) blog here: Programming Blogs

CRM 2011 - Error registering plugins and/or workflows. The resource string "ErrorSerializingRegFile" for the "RegisterPlugin" task cannot be found. Confirm that the resource name "ErrorSerializingRegFile" is correctly spelled, and the resource exists in the task's assembly.

This is very common error which we get while deploying CRM 2011 plugins solution using Developer Tool Kit. I have experienced this only where source is kept in TFS. I have used SVN in past and have not had any issues. But once we migrated to TFS we started getting this error. 

I have seen many people over the internet and new starters in my team asking about the same error. So I thought about writing this blog.

Error: Error registering plugins and/or workflows. The resource string "ErrorSerializingRegFile" for the "RegisterPlugin" task cannot be found. Confirm that the resource name "ErrorSerializingRegFile" is correctly spelled, and the resource exists in the task's assembly.

Cause: When we deploy the solution using developer tool kit in Visual studio, it tries to update RegisterFile.crmregister. Because its checked in to TFS, system fails to check-out and update the file. 

Solution: Checkout the RegisterFile.crmregister file manually and deploy again.

I hope it will help many people.

Happy Coding.

P S Hayer

( ਪ੍ਰੇਮਜੀਤ ਸਿੰਘ ਹੇਰ )

Please check my other (non-CRM) blog here: Programming Blogs