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MS CRM 4.0: Deleting multuple case resolutions
Posted on 2010-08-25
We use the service case function in CRM. As you're probably aware, whena case is 'Resolved, CRM creates a 'Case Resolution' activity which contains the text resolution and the date the case was resolved.
In some instances, we have cases that get reactivated because they were either closed in error, or they were closed because we thought the issue was resolved but turns out it wasn't. When a case is re-resolved later, CRM creates a second Case Resolution activity against the same case. This makes reporting very difficult because now there are two resolution dates in the system.
Do anyone know of a way to have a workflow that automatically deletes all case resolutions but the most recent one? This would help with cleaning up our reporting.
In some instances, we have cases that get reactivated because they were either closed in error, or they were closed because we thought the issue was resolved but turns out it wasn't. When a case is re-resolved later, CRM creates a second Case Resolution activity against the same case. This makes reporting very difficult because now there are two resolution dates in the system.
Do anyone know of a way to have a workflow that automatically deletes all case resolutions but the most recent one? This would help with cleaning up our reporting.
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5 Comments
Active 1 day ago
Hi I_play_with_DNA,
From functionality perspective, you should not delete the activities.
And as long as the solution is considered, for reporting you can modify your SQL to sort result set by date and select the top record only.
Regards,
Chinmay
From functionality perspective, you should not delete the activities.
And as long as the solution is considered, for reporting you can modify your SQL to sort result set by date and select the top record only.
Regards,
Chinmay
I should clarify....
We are using a third party tool for reporting (because CRM's built-in reporting capability is pathetic). Functionally, there is no reason for us to keep the old resolutions; they contain no useful data and we would rather they be cleaned up.
We are using a third party tool for reporting (because CRM's built-in reporting capability is pathetic). Functionally, there is no reason for us to keep the old resolutions; they contain no useful data and we would rather they be cleaned up.
Active 1 day ago
How about writing a cleanup application which deletes all resolutions except the latest one?
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