I have a couple of things I'm trying to do:
1.) Create a workflow that updates a task's duration from a case's billable time resolution
2.) Run a report on Billable time or billable time vs other activities
The main issue that I'm having is that I can't seem to pull the billable time (time spent) field in any report or workflow. For whatever reason there's a separate entity from the case entity (Case Resolution) that contains this data however it seems uncustomizable and virtually invisible.
Anybody have ideas?
You can create a report using the Report Builder, which will allow you to create a report linking Cases and Case Resolutions.
See here: https://community.dynamics.com/crm/b/survivingcrm/archive/2014/04/09/accessing-special-activity-data-with-crm-report-wizard.aspx
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I have test case where i create a templates and as per the test case we need to back date the dates so doing it manually first i go to db and change my date created to 10 days before and check if email is sent or not.
Is this kind of scnarios good to automate?? Usng selenium. Doing this kind of case is good practice or not.
Please share me your views on this
I have a Case View which shows all the records that were created by the me (My Cases view). I now want to all those Cases edited/modified by me to be visible in that view. The problem is those modified by me could be later modified by the system when a workflow updates the Case, which changes the Modified By User data. Thus, not allowing me to use Modified By (Current User) as a condition for the view.
Is there any other way or condition which I can use to make sure the I can accomplish this?
Thank you in advance.
You may create a new Entity with One to Many relationship with Case Entity. Whenever there is Insert or Update you can add a new record in the mapping entity with Modified By Information and Created On OOB.
You can create a view in the new entity with record modified by Me.
P.S - Single case record will be edited multiple times with multiple users so it will result in high volume of data and may want to look for archiving strategy.
My first question here. I am relatively new to Dynamics CRM and I am looking to do a customization using workflows and I have run into some issues.
I need to trigger an email to a user if I have 5 records with a specific value chosen in an option set within the last 15 days.I thought I might need a static variable kind of field for the entity. I don't really know how to get that in CRM.
While I have been able to use workflows to get the records within the 2 dates and increment the count for that condition, the count maintained is not static and so it is basically useless for my requirements.
Any suggestions to work around this?
One way of doing it is to have a custom workflow.
Whenever a new record for that entity is created, run this custom workflow and get the count and return it via an Output parameter. Check for the output value and if that is more than the threshold as in the requirement, then consider the step for sending an email to the user, otherwise complete the workflow as succeeded.
I need my OBIEE Analysis report to be sent to 200 people( all are from different departments) through Actionable Intelligence Agent .
I need to filter the data based on department and send it. I was unable to put the condition in Agent.
Can I filter the data in Dashboard prompt and link the Agent with Dashboard??
Will this work out or any other suggestion for this case??
For those "filter by X and send it to Y" scenarios the best way (in my opinion) is to use BI Publisher bursting options. It's just the textbook case for that.
If you have to stick to the agents in OBIEE, consider enabling row level security for that data following your requirements. Then just configure the agent to send the analysis to the required people and row level sec should do the rest.
If row level security is too much effort, I guess you could play with some auxiliary analysis to filter your main report based on the department of the user. The idea would be the following:
Create a report with the department column in the criteria and a filter by user where the user id is equal to the presentation variable #{user.id} (this is a meta variable that is always available and contains the user logged in).
Filter your main report with a condition where department is based on the results of another analysis (the previous one), so it will return the right department for each user.
Configure your agent to be sent as recipient (not as a specific user) and use the analysis in point 2 as the content to be delivered
Set your 200 recipients manually or use a condition report to get them
Make sure that both analysis in points 1 and 2 are saved in a place where all the users can read them.
I'm quite sure that it will work too :)
Though to be clear, my first option will be BIP bursting followed by proper row level sec.
Hope it helps!
Morning-
I have an entity with auditing enabled, and would like to be able to search that entity based on whether or not a field value has been changed in the past week.
In the audit summary view in Dynamics online, it does not appear that I can achieve that. Is there any other way I can get the functionality short of coding?
You can't do this exactly, but you have a number of options to approximate this:
1) Only turn on auditing for that particular field
2) Filter for Update Event and you can filter down to that particular entity
3) Set up a workflow that runs on the update of that field only - then look for those records where that workflow is a related record