Tag Archives: MS CRM 2016

Service Level Agreements on Case Entity in MS CRM Dynamics 2016

The Case entity has the built in capability to use Service Level  Agreements (SLAs). Often SLAs are in place to contract a service delivery time for a customer, however we will be using it for a slightly different purpose in this example.

This tutorial assumes you have basic knowledge of the Case entity, sending Emails, and Workflows within Microsoft Dynamics CRM.

This step-by-step tutorial illustrates the following situation:

  • Upon receiving a project request, a Case is created and information is entered
  • Case is then then assigned to a user
  • If a Case has not been assigned for 5 days, send an email to a manager
  • The SLA will succeed when Case is assigned
  • The SLA will fail and send an email if Case has not been assigned within 5 Business Days

 

The first step is to ensure proper Business Hours are set up for the Organization

  1. Navigate to the Service Management area: Settings > Business > Service Management

  1. Navigate to Customer Service Schedule and choose “New”: Service Terms > Customer Service Schedule > New

    3. Name your new Customer Service Schedule and add a Description.
    4. Choose Work Hours and Days which correspond  to the company’s working hours and click Save and Close. For the sake of this example, I have chosen Monday – Friday, 6am to 5pm. If we do not add a Customer Service Schedule, the SLA would count Saturday and Sunday towards the countdown time, but we want to restrict it to only count work days.


The next step is to create and configure an SLA for a form

  1. Navigate to the main Case form in your Solution to ensure the SLA KPI fields you require are on the form. I have kept the default Applicable SLA(STANDARD) Section which includes “First Response By” and “Resolve By” under the Summary tab. Let’s choose a field to be our flag: we will change it when the record is assigned. Add “First Response SLA Status” to the form. Its default value is “In Progress”, and we can change it to “Succeeded” when the record is assigned.

  1. Create the SLA: You can create a new SLA through the Solution, or by navigating to Settings > Service Management > Service Level Agreements.

  1. Name your SLA and choose the entity – we are choosing the default Case entity, but as of CRM 2016, other entities can have SLAs enabled for them as well.

  1. Enter the details for the SLA such as Business Hours, the Type and Description. I chose Standard because we do not need the ability to Pause and Resume at this time, which an Enhanced SLA would allow us to do.  As well, this SLA will be “Applicable From” creation of the Case.
  2. Under SLA Details, click the ‘+’ to create a new SLA Item where we will configure our workflow logic.

  1. The Related Case Field is where you choose a Date/Time field which will show the “due date” or Failure date/time on the form. You can choose any Date/Time field, but I stuck with the default: First Response By.
  2. The “Applicable When” section defines when the SLA should activate. As we want it to be active on all cases, no matter the priority, we will leave it blank.

  1. The “Success Criteria” section defines what logic must be met for the SLA to succeed and stop counting down. In our case, we have added the extra field “First Response SLA Status” to the form. Let’s stop the SLA when the value of that field on the Case form equals Succeeded.

  1. To finish up our SLA Item, we need to set up a Warning or Failure action. In our case, we want to send an email to a manager if the case has not been assigned within 5 days. In other words, if “First Response SLA Status” is anything other than Succeeded, the SLA will Fail after 5 days and send the email.

Set “Failure after” to 5 days (the max in the drop down ends at 3 days, but you can manually edit this field) and Add Step “Send Email” under Failure Actions. Set the properties of your email to send whatever message you choose, and send to whomever makes the most sense. No Warning is needed for this example, but you could choose to have an action occur before the Failure date to warn the user.

The last step is to create a Workflow to set our flag when a Case is assigned

  1. Our SLA will succeed when the field “First Response SLA Status” equals “Succeeded”, so let’s create a workflow that sets the field when the Case is assigned.
  2. Navigate to Processes within the solution and choose “New”.  We’re going to create a Workflow(Category) for the Case(Entity). If you want the field to update automatically (Real-Time Workflow) and stop the SLA within seconds, uncheck the “Run this workflow in the background” box. I have left it checked as an Asynchronous Workflow will work fine for this example.

  1. We want this workflow to change the value of the field when the Case is assigned. In order to set the trigger, we can choose to “Start when:” Record is assigned.

  1. Now we can change the value on the form. Click “Add Step” and choose to “Update Record”. After selecting Case, click Set Properties to set the value.

  1. Let’s change the status to “Succeeded”.  Save and close.

  1. Don’t forget to publish your changes! As a last step, let’s change the “First Response SLA Status” to read-only on the Case form, so no one can manually change it to succeeded.

Go forth and test!

  1. Test out the SLA to make sure it stops and does not send an email after the record is assigned
  2. Test to ensure that an email is in fact sent when the SLA has failed
  3. Optional Steps:
    • Consider renaming the First Response SLA Status field to something more specific to the SLA, for example: “Assigned Status”
    • Another alternative is to create a new field as your flag, perhaps a Two-Option Set (Yes/No) called “Is Assigned?”

Make a Custom Button Web Resource (HTML/JavaScript) in Microsoft Dynamics CRM

Sometimes you just need a button. Adding a custom HTML button to an entity form in CRM has a ton of onClick() possibilities:

  • Hide a section or tab on the form
  • Trigger a workflow
  • Allow a user to submit information
  • Validate data entered by a user
  • Lock, unlock or update fields
  • Display a celebratory fireworks animation and play a .midi file

Okay you might not want to do that last one, but the possibilities are endless! This post will show you how to create a simple button in HTML and add some JavaScript to perform a function.

At work I had the task to create a button on the main Email form that would trigger a workflow. Our client wants to be able to review a few draft emails, then press the button to iterate through all draft emails and send them.

Create the Button Web Resource

Navigate to your solution and create a HTML New Web Resource.

 

 

Open up the Text Editor (or something like Notepad++) and create your button by adding HTML to the Source tab. You can preview your button on the Rich Text tab. It can be as simple or as detailed as you want it to be, here’s some barebones code. After you save your web resource, Dynamics automatically adds a few tags.

 

Add a Script to the HTML

Looks great! Now let’s make something happen when you click it. Let’s add some <script> tags with a JavaScript that changes a field’s value when a user clicks the button. We’ll call the function “changeFieldValue_onClick” and add an “onclick” event to the button.

A few notes about the code above:

  • Adding “debugger;” to the JavaScript allows you to step through and test your button after placing it on the form. An example of this is shown below.
  • var sendEmail holds the Attribute “esdc_sendemailtrigger” which is a Two Option Set. We then check if the value is “No”. If it’s “No” (false), set to “Yes” (true).
  • My custom workflow is triggered on the field change of “esdc_sendemailtrigger”: if it’s set to “Yes” the process is run and then it sets the value back to “No”.
  • I added the .setSubmitMode(“always”) to ensure the value of the field is changed immediately on the click of the button.
  • Lastly, don’t forget to call your new function “changeFieldValue_onClick” to your HTML button’s onclick event.

     

 

 

Publish All Customizations (<– very important step!). Okay your button is ready for action! Go ahead and pop that on any form or entity of your choosing. The field I want to change is on the Email entity’s Main Form, so I’ll put it there. Navigate to the Insert tab on the Form Editor, choose a section and press Web Resource.

 

Find your new button in the Lookup, give it a Name and optional Label. Save and publish your customizations and now you can take a look at your form and test the button. Press F12 before pressing your button to use the debugger and step through your code.

Fin!

 

Creating an Email with Template in MS Dynamics CRM 2016

InstantiateTemplateResponse message in Dynamics CRM 2016

I had a heck of a time with the Microsoft documentation on this issue, so thought I would throw up a quick blog post to help anyone else with this task.

My work requirement:

Generate an email for all Active Organizations in Draft status. The email must have Excel files from Notes attached and use an existing Email Template.

There were many components to this problem that required a custom workflow rather than OOB functionality. For example: there will be more than 5000 Organizations queried, which meant needing a Paging Cookie as the data set was very large. I was also running another custom assembly that generated the Excel files for each Org and attached them to the Notes section. MS CRM OOB (Out of the box) provides no way to dynamically attach Note attachments to an email, so I would need to create the email programmatically and dynamically attach the documents.

I developed most of the solution over a week, but the past 4 days have been a struggle. I’m working a student co-op position: truly learning as I go with Google being my main mentor and resource. The main issue where the Microsoft docs let me down was instantiating the Email Template.

My requirement was to generate the email in Draft status, preventing it from sending immediately, so I could not use the SendEmailFromTemplateRequest message which creates an email from a template and sends all in one step. Instead, I would need to use the InstantiateTemplateRequest message . The official documentation does not provide the hint that the email is not created, in fact it is only the email “message” which you’ll need to parse out of the Email Entity created, add to your Email and Create() with a CRM service call.

 

The InstantiateTemplateResponse class holds an EntityCollection (Email) with the Attributes of “subject” and “document” retrieved from the Email Template. In my code below, I assign these attributes to the Email’s Subject  and Description, using a mix of Late and Early Bound entities.

I couldn’t find any code examples of this online, so hope it helps someone!