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Find User with least number of Tasks due on a Date

In this scenario, we need to find a user in a team with the least number of Tasks assigned to them on a particular date so that we can assign a newly created Task record to them. This example can easily be extended to look at all activities due on a date (activitypointer record).

using System;
using System.ComponentModel;
using System.ComponentModel.Design;
using System.Collections.Generic;
using System.Workflow.ComponentModel.Compiler;
using System.Workflow.ComponentModel.Serialization;
using System.Workflow.ComponentModel;
using System.Workflow.ComponentModel.Design;
using System.Workflow.Runtime;
using System.Workflow.Activities;
using System.Workflow.Activities.Rules;

using Microsoft.Crm.Sdk;
using Microsoft.Crm.SdkTypeProxy;
using Microsoft.Crm.Sdk.Query;
using Microsoft.Crm.Workflow;
using Microsoft.Crm.Workflow.Activities;

namespace CustomWorkflow
{    
    [CrmWorkflowActivity("Find User with least Tasks due on specified Date", "Custom")]
	public partial class AvailableUser: SequenceActivity
	{
        protected override ActivityExecutionStatus Execute(ActivityExecutionContext executioncontext)
        {
            # region get an instance of the Crm Web service
            IContextService contextservice = (IContextService)executioncontext.GetService(typeof(IContextService));
            IWorkflowContext context = contextservice.Context;
            ICrmService crm = context.CreateCrmService(true);
            # endregion

            GetUserWhoHasLeastTasksDueOn(crm);

            return ActivityExecutionStatus.Closed;
        }

        private void GetUserWhoHasLeastTasksDueOn(ICrmService crm)
        {
            # region variables
            List users = null;
            int? leastcount = null;
            Guid leastuser = Guid.Empty;
            # endregion

            /* get a list of users in the team */
            users = GetTeamMembers(crm);

            /* only proceed if we have found some users */
            if (users != null)
            {
                foreach (Guid userid in users)
                {
                    /* get a list of Task activities due on the specified date for this user */
                    List tasks = FindTasksDueOnDateForUser(userid, crm);

                    /* check if this user's due Tasks are less than what we've found so far */
                    if (tasks != null && ( leastcount == null || leastcount > tasks.Count))
                    {
                        leastcount = tasks.Count;
                        leastuser = userid;
                    }
                }
            }

            /* assign our output User variable a value */
            if (!leastuser.Equals(Guid.Empty))
                user = new Lookup(EntityName.systemuser.ToString(), leastuser);
        }

        private List FindTasksDueOnDateForUser(Guid userid, ICrmService crm)
        {
            List tasks = null;

            try
            {
                ConditionExpression owner = new ConditionExpression("ownerid", ConditionOperator.Equal, userid.ToString());
                ConditionExpression duedate = new ConditionExpression("scheduledend", ConditionOperator.On, dueDate.Value);

                FilterExpression filter = new FilterExpression();
                filter.AddCondition(owner);
                filter.AddCondition(duedate);
                filter.FilterOperator = LogicalOperator.And;

                ColumnSet cols = new ColumnSet(new string[] { "activityid" });

                QueryExpression query = new QueryExpression();
                query.ColumnSet = cols;
                query.Criteria = filter;
                query.EntityName = EntityName.task.ToString();

                BusinessEntityCollection collection = crm.RetrieveMultiple(query);

                if (collection != null)
                    tasks = collection.BusinessEntities;
            }
            catch
            {
            }

            return tasks;
        }

        private List GetTeamMembers(ICrmService crm)
        {
            List members = null;

            try
            {
                RetrieveMembersTeamRequest request = new RetrieveMembersTeamRequest();
                request.EntityId = team.Value;
                request.MemberColumnSet = new ColumnSet(new string[] { "systemuserid" });

                RetrieveMembersTeamResponse response = (RetrieveMembersTeamResponse)crm.Execute(request);

                members = new List();

                if (response.BusinessEntityCollection != null)
                    foreach (systemuser user in response.BusinessEntityCollection.BusinessEntities)
                        members.Add(user.systemuserid.Value);
            }
            catch
            {
            }

            return members;
        }

        # region workflow dependencies (inputs and outputs)
        public static DependencyProperty dueDateProperty = DependencyProperty.Register("dueDate", typeof(CrmDateTime), typeof(AvailableUser));

        public static DependencyProperty teamProperty = DependencyProperty.Register("team", typeof(Lookup), typeof(AvailableUser));

        public static DependencyProperty userProperty = DependencyProperty.Register("user", typeof(Lookup), typeof(AvailableUser));

        [CrmInput("The estimated close date")]
        public CrmDateTime dueDate
        {
            get
            {
                return (CrmDateTime)base.GetValue(dueDateProperty);
            }
            set
            {
                base.SetValue(dueDateProperty, value);
            }
        }

        [CrmInput("The team handling this Task")]
        [CrmReferenceTarget("team")]
        public Lookup team
        {
            get
            {
                return (Lookup)base.GetValue(teamProperty);
            }
            set
            {
                base.SetValue(teamProperty, value);
            }
        }

        [CrmOutput("Available User")]
        [CrmReferenceTarget("systemuser")]
        public Lookup user
        {
            get
            {
                return (Lookup)base.GetValue(userProperty);
            }
            set
            {
                base.SetValue(userProperty, value);
            }
        }
        # endregion
    }
}

Security and Authentication in Microsoft Dynamics CRM

Worth a read!

Many data centers include firewalls between the end-users and the servers and other integrated systems that support an implementation of Microsoft Dynamics CRM 4.0. This document provides guidance on the connectivity requirements between Microsoft Dynamics CRM 4.0 and other systems to assist readers with proper firewall configuration in customer environments.

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