Hi All
I am trying to move my call logging system from a SharePoint based system to Dynamics 365. I can import all cases and change the created on date by using overridecreatedon. But now I need to close the completed cases using a specific date as these are old cases. We need to do this for reporting reasons.
Thanks
Troy
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Hi Troy,
I don't think there is any "No Code" way to update the existing close date, resolution for the Case Resolution activities. I will unmark my above suggest so that it appear for other to present their thoughts as well.
Hope this helps
Hi Ravi
Thanks for your answer, I have looked at both those options however it is important, if possible, to get the historical data correct RWT the close date, resolution and the time taken. It looks like custom code is the only way forward here. Is anyone able to guide me on how to do this. I am not a developer so they need patience and I require hand holding through the process... :-) Thanks
Troy
Hi,
There are ways excel/workflow etc to do bulk close/ update of records but I am not sure if you can set a specific close date. If that's okay, you can create an on demand workflow which trigger on case entity and then sets the status to closed. You can then run this workflow on multiple records manually or by using Bulk Workflow Execution tool within Xrm Toolbox.
You can also export the cases and then sets the status to close and then import them again in the system, This will also close the record. But again the close date would be as on today. This is because the cose case details are stored in an activity called CloseIncident which is a separate record gets created when you close the case.
If you want to specific close date then you can write some custom code to retrieve the required records and then set the case to close with specific date.
Hope this helps.
Hi Adrian
Thanks for this, however I think i need to rephase the question. I am aware onhow to close a single case with current date. The issue is I have 5000 cases that ahave been imported into Dynamics 365 with various creation dates and 99% of them are closed/resolved cases that are now active since the import. I need to Bulk close thes with the specific resolutions and closed on date.
I hope this is now more clear on the task at hand.
Thanks
Troy
Hi Troy,
This article will teach you how to resolve a case.
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