Recurring Service Activities are not supported in Microsoft Dynamics CRM. Most of the clients looks for this feature as this is something which is not available out of the box. There are workarounds with the help of which you can make it happen. In this post I will demonstrate it to you how easily you can achieve it.
Solution
We need to add 2 new fields in the Service Activity entity.
Please read the detailed implementation below:
Entity Name: serviceappointment
Add two new Fields
New Field 1
Field Label: Recurring Frequency
Field Name: new_recurringactivity
Requirement Level: No Constraint
Field Type: picklist
Field Values:
1 – Daily
2 – Weekly
3 – Fortnightly
4 – Monthly
5 – Bi-Monthly
6 – Quarterly
7 – Half Yearly
8 – Yearly
New Field 2
Field Label: Recurring End Date
Field Name: new_recurringenddate
Field Type: datetime
Field Format: Date Only
Requirement Level: No Constraint
Purpose of the new fields
Field Name: new_recurringactivity
Purpose: This field will accept recurring frequency from the user.
Field Name: new_recurringenddate
Purpose: This field will accept the date from the user. It will not create any activity beyond the date. Otherwise it will go in a endless loop.
After adding the two new fields the Service Activity form should look like this
CODE SNIPPET 1
// Add this code snippet to the OnLoad event of the Service Activity Form
// Lock the recurring Service Activiy fields once activities have been created
if (crmForm.all.new_recurringactivity.DataValue)
{
crmForm.all.new_recurringactivity.disabled = true;
crmForm.all.new_recurringenddate.disabled = true;
}// Code Ends
CODE SNIPPET 2
// Add this code snippet to the OnSave event of the Service Activity
// Function to format a date to the UTC format required by web services
function DateToUTCFormat(inputDate)
{
var date = inputDate.getDate();
var month = inputDate.getMonth()+1;
var year = inputDate.getYear();
var hours = inputDate.getHours();
var minutes = inputDate.getMinutes();
var ampm = ” AM”;
if (hours > 11)
{
ampm = ” PM”;
hours = hours – 12;
}
if (hours == 0)
{hours = 12;}
if (minutes < 10)
{var time = hours.toString() + “:0” + minutes.toString() + “:00” + ampm;}
else
{var time = hours.toString() + “:” + minutes.toString() + “:00” + ampm;}
var UTCDate = month.toString() + “/” + date.toString() + “/” + year.toString() + ” ” + time;
return UTCDate;
}
if (crmForm.all.new_recurringactivity.disabled == false && crmForm.all.new_recurringactivity.DataValue && crmForm.all.new_recurringactivity.DataValue)
{
var interval = 0;
switch (parseInt(crmForm.all.new_recurringactivity.DataValue))
{
case 1: // Daily (Please check the value you are getting from the CRM Form)
interval = 1;
break;
case 2: // weekly
interval = 7;
break;
case 3: // Fortnightly
interval = 14;
break;
case 4: // Monthly
interval = 30;
break;
case 5: // Bi-Monthly
interval = 60;
break;
case 6: // Quarterly
interval = 90;
break;
case 7: // Half Yearly
interval = 180;
break;
case 8: // Yearly
interval = 365;
break;
}
var recurringEnd = crmForm.all.new_recurringenddate.DataValue;
recurringEnd.setDate(recurringEnd.getDate()+1);
var activityStart = crmForm.all.scheduledstart.DataValue;
var activityEnd = crmForm.all.scheduledend.DataValue;
// Set the first reccuring appointment as per the recurring frequency opted by the user
activityStart.setDate(activityStart.getDate()+interval);
activityEnd.setDate(activityEnd.getDate()+interval);
// Prepare values for the new Service Activity
var subject = crmForm.all.subject.DataValue;
var regardingId = crmForm.all.regardingobjectid.DataValue[0].id;
var customerId = crmForm.all.customers.DataValue[0].id;
var serviceid = crmForm.all.serviceid.DataValue[0].id;
var resourceId = crmForm.all.resources.DataValue[0].id;
var ownerId = crmForm.all.ownerid.DataValue[0].id;
var new_recurringactivity = crmForm.all.new_recurringactivity.DataValue;
// Loop for the number of recurring Service Activities
while (activityStart < recurringEnd)
{
// Prepare the SOAP message.
var startUTC = DateToUTCFormat(activityStart);
var endUTC = DateToUTCFormat(activityEnd);
var recurringEndUTC = DateToUTCFormat(recurringEnd);
var authenticationHeader = GenerateAuthenticationHeader();
var xml = “” +
“xmlns:soap=’http://schemas.xmlsoap.org/soap/envelope/'”+
” xmlns:xsi=’http://www.w3.org/2001/XMLSchema-instance'”+
” xmlns:xsd=’http://www.w3.org/2001/XMLSchema’>”+
authenticationHeader+
“<soap:Body>”+
“xmlns=’http://schemas.microsoft.com/crm/2007/WebServices’>”+
“xsi:type=’serviceappointment’>”+
“<subject>”+subject+”</subject>”+
“<serviceid>”+serviceid+”</serviceid>”+
“”+ownerId+””+
“<customers>”+
“<activityparty>”+
“<partyobjecttypecode>account</partyobjecttypecode>”+
“”+customerId+””+
“<participationtypemask>11</participationtypemask>”+
“</activityparty>”+
“</customers>”+
“<resources>”+
“<activityparty>”+
“<partyobjecttypecode>systemuser</partyobjecttypecode>”+
“”+resourceId+””+
“<participationtypemask>1</participationtypemask>”+
“</activityparty>”+
“</resources>”+
“”+startUTC+””+
“”+endUTC+””+
“”+recurringEndUTC+””+
“<new_recurringactivity>”+new_recurringactivity+”</new_recurringactivity>”+
“</entity>”+
“</Create>”+
“</soap:Body>”+
“</soap:Envelope>”;
// Prepare the xmlHttpObject and send the request.
var xHReq = new ActiveXObject(“Msxml2.XMLHTTP”);
xHReq.Open(“POST”, “/mscrmservices/2007/CrmService.asmx”, false);
xHReq.setRequestHeader(“SOAPAction”,”http://schemas.microsoft.com/crm/2007/WebServices/Create“);
xHReq.setRequestHeader(“Content-Type”, “text/xml; charset=utf-8”);
xHReq.setRequestHeader(“Content-Length”, xml.length);
xHReq.send(xml);
// Capture the result
var resultXml = xHReq.responseXML;
// Check for errors.
var errorCount = resultXml.selectNodes(‘//error’).length;
if (errorCount != 0)
{
var msg = resultXml.selectSingleNode(‘//description’).nodeTypedValue;
alert(msg);
}
// Notify user of Service Activity creation
else
{
// alert(“Service Activity created on ” + activityStart);
}
// Increment the next Service Actvity to be created by as per the recurring frequency opted by the user
activityStart.setDate(activityStart.getDate()+interval);
activityEnd.setDate(activityEnd.getDate()+interval);
}
} // Code block Ends
Some More Explanation
Please note in the above code snippet I am taking resources as user. So for that I have used in the code snippet
“<resources>”+
“<activityparty>”+
“<partyobjecttypecode>systemuser</partyobjecttypecode>”+
“”+resourceId+””+
“<participationtypemask>1</participationtypemask>”+
“</activityparty>”+
“</resources>”+
If you are considering equipments as your resources then use
“<partyobjecttypecode>systemuser</partyobjecttypecode>”+
Also note that if you want to accept multiple resources then you need to change the value in the “participationtypemask” node.
Since I am expecting 1 resource so I have kept the value as 1.
You can also find my posts in Microsoft forums.
http://social.microsoft.com/forums/en-US/crmdevelopment/thread/3f020e02-cd86-44b2-9cff-36e6cdafc8d8/
http://www.microsoft.com/communities/newsgroups/en-us/default.aspx?dg=microsoft.public.crm&tid=fa7512cc-41b9-47a7-bafc-5ea310c07ef8&cat=&lang=&cr=&sloc=&p=1
If you think the above solution has worked for you then you can vote me in 🙂
Cheers!!!