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Microsoft Dynamics CRM (Archived)

resolve implementation question

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Hello, I have a scenario where the case form needs to know the difference between a case resolve that was done by the user and a case resolve that was done by a system process.

For example, an ETL job might need to reactivate a case in order to set/save a new field value and then re-resolve the case.  This would represent a modified by of a system process and not an actual user. What is your strategy for managing the difference between a system resolve and a user resolve?

The business only cares about resolves done by the user, not the system. A user may resolve, reactivate, then re-resolve. However, the business does not care about previous resolves (only the last resolve) 99.99% of the time. My initial thought for design is:

* Create a new N:N table named new_IncidentUserResolve to store the user resolution history for actual business users
* Create a new field on incident named new_ResolveUserName, new_ResolveUserDate
* Insert a row into new_IncidentUserResolve and set incident field values for new_ResolveUserName, new_ResolveUserDate values in the PreCaseUpdate plugin

Is this how you would implement this requirement or would you take a different approach?

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  • Suggested answer
    Karth Profile Picture
    on at

    Hi Andrew,

    I assume you already have an integration CRM user account to manage inserts and updates in CRM through the ETL. If you have, then this already provides a demarcation on the operations performed by a normal user and a system account (integration user). If you need a further demarcation, you could also think of having an additional field on the case form (Checkbox field ‘Resolved by System?’).

    If you do not want to show these records in your views/reports/dashboards, it’s easy to draw a filter like ‘Give me a list of all resolved cases where the ‘Resolved by System?’ = no’.

    Perhaps, you could also set a form level notification to display a message ‘This record is resolved by a system user’ when the ‘Resolved by System?’ value changes to ‘Yes’.

    Does this help?

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