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Hi ,
In which way I can retrieve records which are deactivated month wise ?
One batch job is there which updates all the active & inactive records daily through SDK call. So all the active/inactive records are getting modified daily. So I can not use Modified On filter to retrieve the required list.
Thank you...
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From what I have understood, you are not able to track the date at which status field is changed to "Inactive" (since modified date shows todays date always).
So all you can do is write a workflow for setting the "Status Change Date" to the date in which status is changed to "Inactive".
This can be done like this.
Yes. I need that deactivated dates and next I need to query on those dates to retrieve inactive records count month wise. But how ?
So, basically you are not able to track the date in which the status is changed to "Inactive" ?
In my case, Modified On date is not same as Deactivated Date because the batch job runs on all the records. So, Modified On Date shows today's date, but record's deactivation date is some old date for ex: 6/27/2014 (from audit history)
Hello Sateesh,
For that you may need to "bulk edit" field value. Since "Status Change date" field is not set for your older records, you may need to go for bulk editing this field value for the older records. That is, set the "Status Change date" field with "Modified On" field value.
It might be difficult for you to manually edit all the values for previous records. So I have found a link that clearly shows different options for bulk editing with screenshot images. Do check with it and choose the one that you find easy to go with.
iancrm.wordpress.com/.../microsoft-dynamics-crm-and-bulk-editing-records
Remember, "Activate" the workflow ( the one we discussed above) only after the bulk editing process gets completed. You will now be able to apply the workflow on the older records as well.
Hope this helps :)
Please do verify if you find it helpful:)
Fot the existing records, you will have to choose one of the following options, based on how many records you have in inactive state already:
Option 1: Create a real time workflow (Suitable for upto 5000 records, run the workflow 20 times {20*250=5000})
You need to create an on-demand workflow and update fields like
Actiavted/Deactivated by= Modified by
Actiavted/deactivated on=Process (Execution time)
Option 2: Export existing inactive records and reimport (Suitable for 100,000 records)
Click on advanced find>>Add your query, status=inactive>> Edit columns, add activated/deactivated by+Activated/deactivated on+Modified by+Modified on>>click results>>click export to excel
In the downloaded excel, copy paste 'modified by' & 'modified on' to 'activated/deactivated by' & 'activated/deactivated on' respectively>>go to sales>>account>>import>>upload this list
Option 3: Create a custom job to achieve this
@Meharin, I accept your solution. But it works for those records which I'm going to deactivate now onwards. But I need the old records which are already deactivated.
Issue here is "One batch job is there, which updates all the records (active/inactive) through an SDK call". So active or inactive all the records are getting modified daily.
How can I apply custom field "Status Change Date" logic to those old inactive records ?
Hi Sateesh,
Refer the link below for determining the number of active accounts.
Similarly we can do it for inactive accounts too.
Hope this helps.
Thanks
According to the condition we gave ("Status" equals inactive AND "Status Change Date" last month) , only those records that are deactivated in that particular month will be shown( excluding the records that were already in inactive state).
And if you want to know the count, go to the view which you have saved(advance find view discussed in above reply). To the bottom right end you can see the count of records.
Choose the saved view (near to arrow shown in the image). You can see the records, at the same time can also see the count at the bottom right end.
Hope this helps :)
Thank you
Please do verify if you find it helpful :)
Yes. I need to retrieve those inactive records count month wise, like In a particular month these many records are deactivated.
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