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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / CRM Auto create case
Microsoft Dynamics CRM (Archived)

CRM Auto create case

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Posted on by sandeepc 5,514

When some one creates a new pid in Navision, the auto generated CRM case "New PID Review" does not automatically assign to that person I'm not sure if there is a disconnect between how they is set up in Navision and CRM, but I believe that this started to happen when their name was updated in CRM, but not Navision.

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  • sandeepc Profile Picture
    sandeepc 5,514 on at

    can any1 help me out to figure out this issue

  • sandeepc Profile Picture
    sandeepc 5,514 on at

    when i create a product ID-PID in Navision it should automaticaly created in crm but fr some users its not creating this my question if anybody understood can pls give me an suggestion.. suggestions will be amrke as verified

  • sandeepc Profile Picture
    sandeepc 5,514 on at

    Entity incident = new Entity();

                                   incident.LogicalName = "incident";

                                   //Assign a case!

                                   AssignRequest assignRequest = new AssignRequest();

                                   assignRequest.Assignee = new EntityReference("systemuser", createdbyuser);

                                   Guid IncidentID = new Guid(checkincidentid);

                                   assignRequest.Target = new EntityReference(incident.LogicalName, IncidentID);

                                   //sets the new User.                

                                   _service.Execute(assignRequest);

                               }

                               catch (Exception exa)

                               {

                                   embody = " Failure in assign " + exa.Message;

                                   emsub = "Navision/CRM New Item Interface Failed";

                                   sendEmail(ref emsub, ref embody);

                                   Console.Write(exa.Message);

                                   continue;

                               }

                           }                        

                       }

                   }

                   reader.Close();

               }

               catch (Exception ex)

               {

                   string embody = " Failure in Main " + ex.Message;

                   string emsub = "Navision/CRM New Item Interface Failed" ;

                   sendEmail(ref emsub, ref embody);

                   Console.Write(ex.Message);

  • sandeepc Profile Picture
    sandeepc 5,514 on at

    original issue

    We are continuing to experience intermittent issues with the auto generated CRM case when the Inside Rep creates a PID in Navision

    Jennifer created PID 8800007030 about 20 minutes ago and it has not yet created the new PID review CRM case

    Marrs created PID 8800006989 on 06-15-2017 that still has not yet created the auto CRM case.

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