Hi,
Is there a out of the box feature where we can "associate users with products" and also "maintain user availability" so that case assignment can be done based on this criterias.
Thanks
Hi,
Is there a out of the box feature where we can "associate users with products" and also "maintain user availability" so that case assignment can be done based on this criterias.
Thanks
I want to suggest You a platform for You https://360assignments.com/sg
you can ad users as warehouse and location then you can assign that products with users,
There is no OOB feature to identify user availability in MSD.
You can use below custom code to identify user is logged in to CRM today or not.
var query = new QueryExpression("audit")
{
ColumnSet = new ColumnSet(true),
Criteria = new FilterExpression(LogicalOperator.And)
};
query.Criteria.AddCondition("createdon", ConditionOperator.GreaterEqual, DateTime.Today);
query.Criteria.AddCondition("callinguserid", ConditionOperator.Equal, guid);
EntityCollection results = Contextservice.RetrieveMultiple(query);
if (results.Entities.Count > 0)
return true;
return false;
Thanks, What about User Availability. Is there any OOB Feature where we can store whether a user is available or not, If not what would be the best possible way to achieve that.
Hi,
Unfortunately there is nothing out of box which can help you with the assignment based on some business logic. You need to write your own custom logic and do the assignments. One simple way is to create a custom user lookup on Product entity. and then on create of case, trigger a workflow which assigns the case records to user field on product entity.
Hope this helps.
André Arnaud de Cal... 291,431 Super User 2024 Season 2
Martin Dráb 230,503 Most Valuable Professional
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