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

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