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CRM 3 - workflow requiring a callout?

Posted on 2007-11-19
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Last Modified: 2012-08-14
Hi Experts,

I would like to accomplish something that you would think was fairly simple:

I would like the complete workflow rule and/or callout (if required in C# hopefully) to complete the following issue.

Issue:
That each activity or task (in my case) sends out an email alert to the case.<owner> after the status of the activity or task is = completed.

In the workflow manager it is easy enough to set a rule up to send an email to the owner of the activity although in  my case the person who opens a case might have many different tasks under it assigned to different people.  And instead of just opening there case to see what tasks have been completed the want an email to be sent everytime a task within the case is completed.

Thanks for your help in advance.
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Question by:Joesmail
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Expert Comment

by:Biffster007
ID: 20317247
Hi,

So what's the problem here???

I would do this by using a PostSetState callout on the Task entity.  By using the RegardingObjectId field in the Task you can retrieve the case and get the Owner value from there.  Then you would create an Email activity record and send it to the retrieved owner.

Make sense??

Cheers,
MH
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by:Joesmail
ID: 20317697
Hi MH,
I found an article based on the PostSetState Method.  I am very new to CRM although I have coding experience with C# .NET.  I have the book "Working with Microsoft Dynamics CRM 3.0" which contains some minimal info on calling assemblies in a workflow.

http://msdn2.microsoft.com/en-us/library/aa613526.aspx

If you could just provide me with some more guidance I would appreciate it.  

Cheers,
Joe

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by:Joesmail
ID: 20371234
Hi MH,

The RegardingObjectId field in the task entity looks like the go.  Do you know any links you can suggest regarding writing some code using the task entity?
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rfgkev earned 500 total points
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