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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Only current owner of ...
Microsoft Dynamics CRM (Archived)

Only current owner of Case should be able to close it as solved

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Posted on by Xavier Villafuerte 352

Hi, our customer is requesting that only the current owner of a case should be able to closed as solved. Is there any simple way to do this using permissions in Security Roles? Any other suggested approach to do this?

Best regards,

Xavier Villafuerte

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  • Verified answer
    PS Profile Picture
    PS 23,577 on at
    RE: Only current owner of Case should be able to close it as solved

    Hi Xavier

    Create a real time workflow and run it on case status change

    Check condition if Case status= resolved and case owner does not equal to case last modified by

    Action, stop workflow with a status of cancel (Enter your message for users here)

    That's it !

  • Suggested answer
    Zohaib Uddin Khan Profile Picture
    Zohaib Uddin Khan 2,822 on at
    RE: Only current owner of Case should be able to close it as solved

    Solution #1: Reduce the privilege of 'Write Case' and 'Append To Case' as User level access.

    Solution #2: Write a Synchronous Plugin on Message: Update, Entity: Incident and in that plugin check if statecode and statuscode changes to Resolved then check current user vs owner

    In order to find Current User:

    IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));

           IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));

       Guid userId = context.InitiatingUserId;

  • Xavier Villafuerte Profile Picture
    Xavier Villafuerte 352 on at
    RE: Only current owner of Case should be able to close it as solved

    Thanks Prashant Shukla. It worked like a charm.

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