Prior to CRM 2015 Update 1, if we had to change the owner or set the state of the record we had to use Assign and SetState Request.
Now we can use our Update request for the same.
For e.g. we have below Active record owned by user named Nishant Rana.
Using below Update Request we can change the owner as well as set the record as inactive in a single request.
</p> <p>Entity demoEntity = new Entity("new_demoentity");</p> <p>// here we are using alternate key to update the record instead of Guid<br /> demoEntity.KeyAttributes.Add("new_alternatekeyfield", "My Alternate Key 2");</p> <p>demoEntity.Attributes["new_name"] = "Updated record at " + DateTime.Now.ToShortTimeString();</p> <p>// update owner id<br /> demoEntity.Attributes["ownerid"] = new EntityReference("systemuser", new Guid("16406B31-5E97-E611-80E3-FC15B42877A8"));</p> <p>// set record as inactive<br /> demoEntity.Attributes["statecode"] = new OptionSetValue(1);</p> <p>organizationProxy.Update(demoEntity);</p> <p>
Point to remember is that if we have plugin registered either PRE or POST on Update and Assign both will be triggered.
Hope it helps..
2 thoughts on “How to – Use Update to change the status and update owner (instead of SetState and Assign Request) in CRM 2015/2016”
great post, very informative. I wonder why the other specialists of this sector do not notice this. You should continue your writing. I’m sure, you’ve a huge readers’ base already!
How do we get the owner dynamically instead of hardcoding the GUID?
I am trying to get the owner of the portal web form using contact and then set the owner as team.
caseEntity[“ownerid”] = (EntityReference)postImage.Attributes[“ownerid”];
But the above doesn’t set the owner.