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bulk case creation RRS feed

  • Question

  • Hello,

    I want to create a case for every one of my customers (about 150), the case should have the same parameters.

    How can I do that?

    Thanks for your time

    Friday, July 2, 2010 10:08 AM

Answers

  • I would go for the Workflow option as you can just use the Run on demand feature and you will also have a more user friendly selection of data for your Case using the Workflow Create Entity action. Then just select your customers in the list and run the workflow.
    MSCRM Bing'd - http://bingsoft.wordpress.com
    Friday, July 2, 2010 10:51 AM
    Moderator
  • I  think  you can  also  create  a workflow  on  the  account  entity and this workflow can  create case for that  account.  Run  the  workflow on  all  your account from teh account  entity grid.
    Muhammad Ali Khan
    http://malikhan.wordpress.com
    Friday, July 2, 2010 10:18 AM

All replies

  • Hello,

    i think it can be easily done  using MS CRM  sdk in  c# or  vb.net.

    use the ReteriveMultiple messages to  reterive all  the accounts

    and then use a foreach loop to create the case for each account. something  like  below.

    ColumnSet cols = new ColumnSet();

    cols.Attributes = new string[]{"accountid"};

    QueryExpression query = new QueryExpression();

    // Set the properties of the QueryExpression object.
    query.EntityName = EntityName.account.ToString();
    query.ColumnSet = cols;


    // Create the request object.
    RetrieveMultipleRequest retrieve = new RetrieveMultipleRequest();

    // Set the properties of the request object.
    retrieve.Query = query;
         
    // Execute the request.
    RetrieveMultipleResponse retrieved = (RetrieveMultipleResponse)service.Execute(retrieve);

    foreach(BussinessEntity be in retrieved.BussinessEntities)

    {

          account acc = (account)be;

          incident newIncident = new incident();

          newIncident .title = "Test title for incident";

          newIncident .customerid  = new customer();

          newIncident .customerid.type  = "account";

          newIncident.customerid.Value = acc.accountid;

          // similarly fill  the other  properties  of the incident  object.

         crmService.Create(newIncident);

    }


    Muhammad Ali Khan
    http://malikhan.wordpress.com
    Friday, July 2, 2010 10:16 AM
  • I  think  you can  also  create  a workflow  on  the  account  entity and this workflow can  create case for that  account.  Run  the  workflow on  all  your account from teh account  entity grid.
    Muhammad Ali Khan
    http://malikhan.wordpress.com
    Friday, July 2, 2010 10:18 AM
  • Or create the cases in a spreadsheet and import them into CRM.

    Neil Benson, CRM Addict at Customery Ltd.You can reach me on LinkedIn or Twitter, and you're welcome to sign up to Customery, an online community for UK-based Dynamics CRM people.

    Friday, July 2, 2010 10:43 AM
    Moderator
  • I would go for the Workflow option as you can just use the Run on demand feature and you will also have a more user friendly selection of data for your Case using the Workflow Create Entity action. Then just select your customers in the list and run the workflow.
    MSCRM Bing'd - http://bingsoft.wordpress.com
    Friday, July 2, 2010 10:51 AM
    Moderator