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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Batch Resolve multiple...
Microsoft Dynamics CRM (Archived)

Batch Resolve multiple Cases (Incidents)

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Posted on by Maz 635

If I have say 1000 Cases (incidents) which need to be marked as Resolved (StateCode) I believe there are several ways of doing this.

  1. Manually
  2. Via a Process

If I create an On Demand process to do this, I believe I can multiple select all the Cases that need to be updated to Resolved and run the Process against them all.

But what would then happen if one or more of these Cases had Open Activities?

 

Thanks

 

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  • Verified answer
    Royal King Profile Picture
    Royal King 27,686 on at

    if you have any case with open activity on case,  workflow will fail waiting state.

    THere is a Bulk workflow tool in XRM toolbox that will help you to run ondemand workflow based on view or fetchxml queury rather running workflow manually on each page.

    You can download the bulk workflow run tool from below url

    community.dynamics.com/.../crm-2013-bulk-workflow-tool-for-xrmtoolbox.aspx

  • Verified answer
    PS Profile Picture
    PS 23,577 on at

    Hi Maz,

    First of all, go to advance find and search on activities with 'Regarding cases' and the created on date; so, that you can filter/know

    Click on result and Bulk complete them all

    Now run your on-demand process on case (you can set max. limit of record in a grid to 250 from personal options and thereby you would need to run the process 4 times, since you said you have 1000 cases to be resolved)

  • Maz Profile Picture
    Maz 635 on at

    Thank you Chitrarasan and Prashant.

  • KevinDC Profile Picture
    KevinDC 30 on at

    For CRM 2011, others are correct in that you must close any open activities before resolving the case. However, in CRM 2013 Spring 14 Wave Update (SP1 I presume), it appears MS has enhanced the feature to auto-close (cancel) any open activities when resolving a case. I've since written a handful of workflows (1 for each status I want to apply to a set of Cases to resolve) that I can run on-demand.

    www.powerobjects.com/.../spring-14-wave-update-closing-case-open-activities-dynamics-crm  

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