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All activities associated active close. RRS feed

  • Question

  • Hello group, 
    I need that when a case is settled, automatically all activities associated active close. 
    I'm working with CRM 2011 rollup 17 and visual studio 2012 with c-sharp

    Regards,

    Yan


    • Edited by Jancu Saturday, September 6, 2014 2:58 PM
    Saturday, September 6, 2014 2:54 PM

All replies

  • The build in feature is when you are closing a case it will prompt you if any activity is still open. You can write a plugin on change status of case. When the status of case is closed, bring all the active activities and change their status to closed.

    Regards Faisal

    Monday, September 8, 2014 12:45 PM
  • Hello 

    you can send me the code to do what you suggest? I don´t have experience in developing crm sdk.

    Thanks you.

    Yan

    Friday, September 12, 2014 2:45 PM
  • Yes try creating a plugin....Try retrieving activity records using linq, for this you will need crm svcutil so generate that file.

                            //Retrieve license data that match with state and line of business in lead entity
                            var query = from l in servicecontext.biz_licenseSet
                                        where (l.biz_State == leadstate) && (l.biz_LOBId.Id == lob.Id)
                                        select l;

    Monday, September 15, 2014 6:35 AM