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Importing Cases that are resolved RRS feed

  • Question

  • Dynamics 2011 - Importing existing cases from another product.  Cases are importing correctly, except for resolved cases.  Am setting Status to Resolved and Status Reason to Problem Solved.

    Either get an error that the State Code is invalid.  Or the record imported, but the State could not be changed.  Use the CloseIncidentRequest message instead.  I could not find that message.

    Tuesday, December 28, 2010 8:43 PM

Answers

  • You could set up a dummy attribute on the case record and set up a workflow on create which checks for the attribute and sets the state accordingly.

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog

    http://leontribe.blogspot.com/

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    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    Tuesday, December 28, 2010 9:14 PM

All replies

  • You could set up a dummy attribute on the case record and set up a workflow on create which checks for the attribute and sets the state accordingly.

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog

    http://leontribe.blogspot.com/

    or hear me tweet http://www.twitter.com/leontribe

     


    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    Tuesday, December 28, 2010 9:14 PM
  • I am able to change the state to Problem Solved.

    But it doesn't actually "resolve" the case.

    Thursday, December 30, 2010 1:13 AM
  • Does the workflow 'change status' step not do the job?

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog

    http://leontribe.blogspot.com/

    or hear me tweet http://www.twitter.com/leontribe

     


    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    • Proposed as answer by Leon TribeMVP Thursday, December 30, 2010 6:46 AM
    Thursday, December 30, 2010 6:45 AM