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Microsoft Dynamics CRM (Archived)

Convert Case record to KB article

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Posted on by 1,075

Hi All,

How can i covert Case record to KB article?

Need urgent help.

Thanks

*This post is locked for comments

  • Alexandr J.  Profile Picture
    Alexandr J. 246 on at
    RE: Convert Case record to KB article

    Hi,

    i'm on CRM 2016 too and before i sent you that links i tried use workflow for create new KB article but i didn't success yet. There are some required fields which it's not possible to fill in.

    I can't help you with that JScript but if i find some solution i let you know.

    Kind regards,

    Alex

  • Suresh Sorde Profile Picture
    Suresh Sorde 1,075 on at
    RE: Convert Case record to KB article

    How can i use plugin to create kbarticle from case record update. I am using below code but how can i get Subject Id and Article tEmplateId.

    Entity entCase = (Entity)context.InputParameters["Target"];

         if (entCase.LogicalName != "incident")

           return;

         if (context.MessageName == "Update")

         {

           Guid gid = entCase.Id;        

           if (((OptionSetValue)entCase.Attributes["new_casestatus"]).Value.ToString() == "100000006")

           {

             getarticleTemplate();

             Entity ent = new Entity("kbarticle");

             ent["title"] = entCase.Attributes["title"].ToString();        

             ent["subjectid"] = new EntityReference("subject", subject_Guid);//How to get subject guid?

             ent["kbarticletemplateid"] = new EntityReference("kbarticletemplate", articleTemplate.Id);How to get articletemplate guid?

             string articlexml = "< articledata >< section id ='0'>< content >< ![CDATA[' + << This is section 1 descriotion > > + ']] ></ content ></ section >< section id ='1'>< content >< ![CDATA[' + < This is section 2 descriotion > + ']] ></ content ></ section >< section id ='2'>< content >< ![CDATA[' + < This is section 3 descriotion > + ']] ></ content ></ section ></ articledata >";

             ent.Attributes.Add("articlexml", articlexml);

             service.Create(ent);          

           }

    Thanks

  • Suresh Sorde Profile Picture
    Suresh Sorde 1,075 on at
    RE: Convert Case record to KB article

    Hi All,

    Can i create article from case on record update using workflow?

    Thanks

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Convert Case record to KB article

    I guess in that gues you need to programmatically create the knowledge base article from case. You can refer the below doc which is for V9 but the concept will be similar.

    docs.microsoft.com/.../work-knowledge-articles

    Hope this helps.

  • Suresh Sorde Profile Picture
    Suresh Sorde 1,075 on at
    RE: Convert Case record to KB article

    Hi Ravi,

    Thanks, but i am using MS CRM 2016 onpremise. How can i use this in MS CRM 2016.

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Convert Case record to KB article

    Hi,

    What exactly you are looking for? Its a default functionality in the unified interface. Check below screenshot-

    kbarticle.png

    Hope this helps.

  • Suresh Sorde Profile Picture
    Suresh Sorde 1,075 on at
    RE: Convert Case record to KB article

    Any help on this. Is this possible. Its urgent.

    Thanks

  • Suresh Sorde Profile Picture
    Suresh Sorde 1,075 on at
    RE: Convert Case record to KB article

    Hi Alex,

    Thanks for reply. I have already checked below links but i am not able to check video.

    Thanks

  • Suggested answer
    Alexandr J.  Profile Picture
    Alexandr J. 246 on at
    RE: Convert Case record to KB article

    Hi,

    you can check this links:

    www.lynda.com/.../543997-4.html

    www.linkedin.com/.../convert-a-case-to-an-article

    Kind regards,

    Alex

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