How to read Organisation Business Closure in MS CRM Using C#

How to read Organisation Business Closure in MS CRM Using C#

Some time in CRM one needs to read Organisation Business Closure in code  to know whether any organisation level holiday is defined there or not.

For Ex: In scheduler services which needs to only run on  the days business is ON.

Below is the C# code snippet that can be utilise to achieve such functionality:

/////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////

  public static Boolean ISTodayOrgHolidayInOrgBusinessClosure(DateTime datetime, IOrganizationService service)

        {

            Guid orgId = ((WhoAmIResponse)service.Execute(new WhoAmIRequest())).OrganizationId;

            Entity org = service.Retrieve("organization", orgId, new Microsoft.Xrm.Sdk.Query.ColumnSet("businessclosurecalendarid"));

            QueryExpression query = new QueryExpression("calendar");

            query.ColumnSet = new ColumnSet(true);

            query.Criteria = new FilterExpression();

            query.Criteria.AddCondition(new ConditionExpression("calendarid", ConditionOperator.Equal, org["businessclosurecalendarid"].ToString()));

            EntityCollection OrgBusinessClosureCalendarCollection = service.RetrieveMultiple(query);

            if (OrgBusinessClosureCalendarCollection.Entities.Count> 0)

            {

                Entity BusinessClosureCalendar = OrgBusinessClosureCalendarCollection.Entities[0];

                if (BusinessClosureCalendar != null)

                {

                  foreach (Entity closure in BusinessClosureCalendar.GetAttributeValue<EntityCollection>("calendarrules").Entities)

                    {

                        DateTime intervalStart = closure.GetAttributeValue<DateTime>("effectiveintervalstart");

                        DateTime intervalEnd = closure.GetAttributeValue<DateTime>("effectiveintervalend");

                        if ((DateTime.Now >= intervalStart) && (datetime <= intervalEnd))

                        {

                            return true;   //return is holiday

                        }

                    }

                }

            }

            return false;

        }

/////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////

Hope it would be helpful.

Comments are highly appreciated..!!!

Happy CRMing 

How to read Resource Calendar in MS CRM using C#

How to read Resource (System User/ Facility-Equipment ) Calendar in MS CRM using C#

How to check Resource availability in MS CRM using C#

Many times one needs to schedule some tasks/functionalities according to the resource work hours in calendar. 

For Ex: Send some Notification Emails to Resources only in working hours or assigning some activities to resource (User/Facility-Equipment) with-in working hours .In such case we needs to read user's calendar to get the user availability at that time.

Below is the code snippet to get the CRM Resource availability in calendar at current time.

Function Parameters   : System User/ Facility-Equipment Entity
Return Type                 :  Boolean (True if available at current time otherwise false)

///////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////
    public static Boolean IsUser_ResourceAvailable(Entity User_Resource)
        {
            Guid currentUserId =null;
            if (User_Resource.LogicalName == "equipment")
            currentUserId = User_Resource.GetAttributeValue<Guid>("equipmentid");  
            else if (User_Resource.LogicalName == "systemuser")
            currentUserId = user.GetAttributeValue<Guid>("systemuserid");  

            QueryScheduleRequest scheduleRequest = new QueryScheduleRequest();
            scheduleRequest.ResourceId = currentUserId;
            scheduleRequest.Start = Convert.ToDateTime(DateTime.Now);
            scheduleRequest.End = Convert.ToDateTime(DateTime.Now);
            scheduleRequest.TimeCodes = new TimeCode[] { TimeCode.Available };
            QueryScheduleResponse scheduleResponse = (QueryScheduleResponse)service.Execute(scheduleRequest);
            if (scheduleResponse.TimeInfos.Length > 0)  // AVAILABLE RESOURCE
            {
                return true; //Return true if available
            }
            return false;
        }
///////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////
You can modify the code according to the requirement if you wants to check the availability of Resource at some future time in Calendar.

Hope this would be helpful.

Comments are highly appreciated.

Happy CRMing,,,!

How to customise the SLA in MS CRM

How to customise the SLA in MS CRM

How to Read Orgnisation Business Closure

Today we are going to learn how to customise your SLA.

Although MS has provided  Enhanced SLA which can full-fill most of the business requirements but when requirements are so complicate that can't be handled using system Enhanced SLA, developing a custom SLA functionality is the only solution.

In this post we'll not discuss anything regarding CRM System SLA because there are many posts out there on the internet for the same and if you are here reading this post, means you want your SLA to work beyond CRM System SLA.

Here i have created a hypothetical scenario on the basis of which your customer might want the SLA to run.

1.

a) As a training scenario, i have considered that for  your customer wants different SLA hours    for cases assigned to different teams which are working in different shifts (here we'll cal,l it SLA window). 

b) Lets suppose there are 20 different teams in an organisation for which different SLA needs to be set up, then such custom SLA solution are suitable.

b) We will take  care of Organisation Business Closure as well in calculating SLA.

2.  I have created a Custom entity named SLA Configurator in my organisation with following fields:

Field Name	Data Type	Validation	Purpose
Name	Text	NA	A name for SLA record
SLA window Start	whole number	Range 0-24	Defines SLA start time  or shift Start time
SLA window End	whole number	Range 0-24	Defines SLA end time or shift end time
Team	Lookup	NA	Team for which this SLA  needs to be implemented
Resolution SLA in hrs	whole number	Range as required	Total No of SLA hrs for this scenario

Refer to image below:

3. 

a) Now what we need to do is that on creation  of case, needs to get the team for which the case has been created, and fetch the proper SLA configuration records according to the team.

b) We'll write this whole logic in a plugin which will fire on create of Case. I assume that you will be able to do that.

c) Below is the function to which we'll pass SLA Configuration Record and organisation service object as parameters. It'll return you the date to which your Resolve by needs to be set.

Calculation are as follows:

• A Case is created for Team1
• SLA Configuration Master have following data for Team1 
  

Let's say case created on 31 May,2016 01:00PM

Case assigned to Team1 

SLA hrs for Team1 : 24

SLA start window: 10 AM

SLA End Window: 07 PM

Business Closure have holiday on 1st June,2016

Then Resolve by:

31st May,2016         :    06 hrs     (1 PM- 7 PM)

1st June                     :    Holiday in Business Closure

2nd June                   :    09 hrs      (10 AM-07 PM)

3rd June                    :   09 hrs      (10 AM-07 PM)

Total Working hrs :    24 hrs

Resolve By                :   03 June,2016 07:00PM

Below is the code snippet:

 ///////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////

 public static DateTime CalculateSla(Entity SLAConfigurator, IOrganizationService service)

        {

            int workstarttime = 0;

            int workendtime = 24;

            if (SLAConfigurator.Contains("new_slastartwindow") && SLAConfigurator.Contains("new_slaendwindow"))

            {

                int start = SLAConfigurator.GetAttributeValue<int>("new_slastartwindow");

                int end = SLAConfigurator.GetAttributeValue<int>("new_slaendwindow");

                if (end > start)

                {

                    workstarttime = start;

                    workendtime = end;

                }

            

            }

            int SLAInMin = 600;  //Default Value

            if(SLAConfigurator.Contains("new_resolvesla"))

            SLAInMin = SLAConfigurator.GetAttributeValue<int>("new_resolvesla") * 60;

            DateTime tempdate = DateTime.UtcNow.ToLocalTime();

            

            while (SLAInMin > 0)

            {

                if (tempdate.Hour >= workstarttime && tempdate.Hour < workendtime && lookinbusinessclosure(tempdate, service))

                {

                    tempdate = tempdate.AddMinutes(1);

                    SLAInMin--;

                }

                else

                {

                    while (!(tempdate.Hour >= workstarttime && tempdate.Hour < workendtime && lookinbusinessclosure(tempdate, service)))

                    {

                        tempdate = tempdate.AddMinutes(1);

                    }

                }

            }

            

            return tempdate;

        }

#region businessclosure

        private static IEnumerable<Entity> GetBusinessClosureCalendarRules(IOrganizationService service)

        {

            // Get Organization Business Closure Calendar Id

            Guid orgId = ((WhoAmIResponse)service.Execute(new WhoAmIRequest())).OrganizationId;

            var organization = service.Retrieve("organization", orgId, 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;

        }

        public static bool lookinbusinessclosure(DateTime tempdate, IOrganizationService service)

        {

IEnumerable<Entity> businessClosures = null; //Define it static globally 

            if (businessClosures == null)

            { businessClosures = GetBusinessClosureCalendarRules(service); }

            foreach (var closure in businessClosures)

            {

                var startDate = (DateTime)closure["effectiveintervalstart"];

                var endDate = (DateTime)closure["effectiveintervalend"];

                if (tempdate >= startDate && tempdate <= endDate)

                    return false;

            }

            return true;  //true if not a holdiday

        }

        #endregion

///////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////

4. Here we have taken care of Business closure as well. So this is how you can set up your custom SLA. 

Your requirements might be different and based on that you can customise it as you want.

Comments are highly appreciated..!!!

Happy CRMing 

Get CRM form Type in MS CRM using javascript

getFormType(): Method is used to get the form context for the record. The following table lists the form types that correspond to the return value.
////////////////////////////////////////////////////////////////////////
Xrm.Page.ui.getFormType();

////////////////////////////////////////////////////////////////////////

Form Type Value Undefined 0 Create 1 Update 2 Read Only 3 Disabled 4 Quick Create 5 Bulk Edit 6 Read Optimized 11

How to implement enable rule on a ribbon button using ribbon Workbench in MS CRM

Hello Folks,
In this post we are going to learn how to implement enable rule on a system/custom button on ribbon of MS CRM form using ribbon workbench solution.

Here i have created a step by step procedure of implementing enable rule in MS CRM.
The test scenario i have created is as follwos:

1. Entity  : Task
2. Button : Convert to Case
3. Event  : On the value of option set field Priority

The test scenario is such that Covert to case button should be only visible on Task entity when Priority field is set to High otherwise Convert to Case button should be hidden.

I have included following javascript function in a library to check the value of Priority field:


///////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////
function enbleconverttocase()
{
var value =Xrm.Page.getAttribute("prioritycode").getValue();
if(value!=null)
{
if(value ==2) //Value 2 = Priority High
return true;
else
return false;
}
}
///////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////

Step 1 :
a) Open the desired solution which contain your entity on which you want to implement enable rule and the library having javascript function similar to the one above.

Note: For fast load and upload/publish of solution, keep solution small i.e. don't add unnecessary components.

In my case solution name is test enable  rule:

b) Select the desired solution and click OK

Step 2: Right click on the desired button and click Customise command.

In my case it's "To Case".

Step 3: 

a) You'll see command as shown in image below.

b) No need to do anything here.

Step 4: Right Click on enable rule and select add new.

Step 5: 

a) A new enable rule will be created below Enable rule.

b) Right click on the new rule created and click add new.

Step 6: Select Custom javascript rule and click add.

Step 7: Now right click on the created enable rule and select Edit enable rule.

Step 8:  

a)Now edit your custom rule as shown below:

• Default                 :      True
• Function Name :      enbleconverttocase (write yours)
• Invert Results    :      False
• Library                 :      Select library containing your function
• Parameters         :      NA(leave blank) 

b) Click OK

Step 9: 

a) Now you need to right click on the desired command and select edit enable rule and  select the created rule and move it to the box in the right side.

b) Here we have moved it to the box in the right side.

c) Click OK

Step 10: Now publish your solution. It's done.

Note: In case you  want this show hide of button according to different conditions, you just need to manipulate the js function according to your requirements. Rest steps will be same.

In case of any query, leave a comment.

Entity StateCode and StatusCode in MS CRM

Hello,
Here we have the Statecodes and statuscodes list  of the commonly used entities in MS CRM.

Entity	Status (statecode)	Associated Status Reason (statuscode)
Account (account)	0 Active	1 Active
	1 Inactive	2 Inactive
Activity (activitypointer)	0 Open	1 Open
	1 Completed	2 Completed
	2 Canceled	3 Canceled
	3 Scheduled	4 Scheduled
Appointment (appointment)	0 Open	1 Free
		2 Tentative
	1 Completed	3 Completed
	2 Canceled	4 Canceled
	3 Scheduled	5 Busy
		6 Out of Office
Article (kbarticle)	1 Draft	1 Draft
	2 Unapproved	2 Unapproved
	3 Published	3 Published
Campaign (campaign)	0 Active	0 Proposed
		1 Ready To Launch
		2 Launched
		3 Completed
		4 Canceled
		5 Suspended
Campaign Activity (campaignactivity)	0 Open	0 In Progress
		1 Proposed
		4 Pending
		5 System Aborted
		6 Completed
	1 Closed	2 Closed
	2 Canceled	3 Canceled
Campaign Response (campaignresponse)	0 Open	1 Open
	1 Closed	2 Closed
	2 Canceled	3 Canceled
Case (incident)	0 Active	1 In Progress
		2 On Hold
		3 Waiting for Details
		4 Researching
	1 Resolved	5 Problem Solved
	2 Canceled	6 Canceled
Case Resolution (incidentresolution, notcustomizable)	0 Open	1 Open
	1 Completed	2 Closed
	2 Canceled	3 Canceled
Contact (contact)	0 Active	1 Active
	1 Inactive	2 Inactive
Contract (contract)	0 Draft	1 Draft
	1 Invoiced	2 Invoiced
	2 Active	3 Active
	3 On Hold	4 On Hold
	4 Canceled	5 Canceled
	5 Expired	6 Expired
Contract Line (contractdetail)	0 Existing	1 New
	1 Renewed	2 Renewed
	2 Canceled	3 Canceled
	3 Expired	4 Expired
Currency (transactioncurrency)	0 Active	0 Active
	1 Inactive	1 Inactive
Discount (discounttype)	0 Active	100001 Active
	1 Inactive	100002 Inactive
E-mail (email)	0 Open	1 Draft
		8 Failed
	1 Completed	2 Completed
		3 Sent
		4 Received
		6 Pending Send
		7 Sending
	2 Canceled	5 Canceled
Fax (fax)	0 Open	1 Open
	1 Completed	2 Completed
		3 Sent
		4 Received
	2 Canceled	5 Canceled
Invoice (invoice)	0 Active	1 New
		2 Partially Shipped
		4 Billed
		5 Booked (applies to services)
		6 Installed (applies to services)
	1 Closed (deprecated)	3 Canceled (deprecated)
		7 Paid in Full (deprecated
	2 Paid	100001 Complete
		100002 Parial
	3 Canceled	100003 Canceled
Lead (lead)	0 Open	1 New
		2 Contacted
	1 Qualified	3 Qualified
	2 Disqualified	4 Lost
		5 Cannot Contact
		6 No Longer Interested
		7 Canceled
Letter (letter)	0 Open	1 Open
		2 Draft
	1 Completed	3 Received
		4 Sent
	2 Canceled	5 Canceled
Marketing List (list)	0 Active	0 Active
	1 Inactive	1 Inactive
Opportunity (opportunity)	0 Open	1 In Progress
		2 On Hold
	1 Won	3 Won
	2 Lost	4 Canceled
		5 Out-Sold
Order (salesorder)	0 Active	1 New
		2 Pending
	1 Submitted	3 In Progress
	2 Canceled	4 No Money
	3 Fulfilled	100001 Complete
		100002 Partial
	4 Invoiced	100003 Invoiced
Phone Call (phonecall)	0 Open	1 Open
	1 Completed	2 Made
		4 Received
	2 Canceled	3 Canceled
Price List (pricelevel)	0 Active	100001 Active
	1 Inactive	10002 Inactive
Product (product)	0 Active	1 Active
	1 Inactive	2 Inactive
Quote (quote)	0 Draft	1 In Progress
	1 Active	2 In Progress
		3 Open
	2 Won	4 Won
		5 Out-Sold
	3 Closed	5 Lost
		6 Canceled
		7 Revised
Service Activity (serviceappointment)	0 Open	1 Requested
		2 Tentative
	1 Closed	8 Completed
	2 Canceled	9 Canceled
		10 No Show
	3 Scheduled	3 Pending
		4 Reserved
		6 In Progress
		7 Arrived
Task (task)	0 Open	2 Not Started
		3 In Progress
		4 Waiting on someone else
		7 Deferred
	1 Completed	5 Completed
	2 Canceled	6 Canceled