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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Auto Renew Contract vi...
Microsoft Dynamics CRM (Archived)

Auto Renew Contract via workflow/email received CRM 2015/16

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Posted on by Vanessa Souter 160

Hi l, hope you are all well.

Could anyone advise if it is possible to renew a contract automatically?  Ideally from receiving a return email with a tracking token and contract ID in the subject header.

I have the email being returned to the correct contract and showing in the contract activities  but am now  at a loss as to how to renew the contract.

I understand that when you manually renew a expired contract a new one is created and this retains the same Contract ID and auto populates the start/end date etc. This is what I want to happen ... just don't want any manual intervention.

Any help would be appreciated.

Vanessa

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  • Alessandro Graps Profile Picture
    Alessandro Graps 2,664 on at

    Hi,

    yes you can: I would do in this way:

    Create an workflow when Email is receive. In this workflow I use a custom activity workflow (CAW): this CAW I check if the email contains the tracking token and Contract ID and if it contained, I reopen a contract and set the new date. The process is :

    Workflow in Email

    CAW to check the content and set data and renew contract (c#)

    What do you think?

    Thanks

    A.G.

  • Vanessa Souter Profile Picture
    Vanessa Souter 160 on at

    Hi, thank you for your response.

    yes  I have already created the workflow to check the tracking token and Contract ID but how do you set date and renew ?

    I have tried updating the contract status , creating a new contract which matches the original but nothing happens apart from the return email landing in the correct contract.

    in anticipation Vanessa

  • Suggested answer
    Alessandro Graps Profile Picture
    Alessandro Graps 2,664 on at

    Hi Vanessa,

    to reopen a contract in CRM you need to use RenewContractRequest

    RenewContractRequest req = new RenewContractRequest();

    req.IncludeCanceledLines = true;

    req.ContractId = new Guid("GUID Contract");

    //must be a valid draft status reason

    req.Status = 1;

    RenewContractResponse resp = (RenewContractResponse)service.Execute(req);

    and after you can update with the new date.

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