Home > Dynamics CRM 2011 Technical > CRM 2011: Re-Open Closed TASK

CRM 2011: Re-Open Closed TASK

Sometimes, there will be a need to re-open an activity which was marked as completed. Though it makes us feel like going to the relevant activity and just re-open (Much similar to re-activating a Quote). But the answer is NO (we cannot do that in the interface).

But, CRM provides you an option to do this with the help of  “On-Demand” PROCESSES formerly WORKFLOWS.

So, let us consider an example of re-opening an completed TASK, below are the steps,

  • Create an new Workflow on the task entity.
  • Select “On-Demand” under Available to Run.
  • Click Add-Step and select Change Status.
  • Select the entity as Task and set that to open and the below options as desired.
  • Save and “Activate” the workflow.

Done with the workflow!

Now, select the desired task from the list of activities and select “Run workflow” – Pick the relevant one and click OK, we are done.

Below is a screenshot showing the same,

http://www.box.net/shared/2v759exv5f

Record status is changed! Very Simple isn’t it.

Cheers,

Edwin

Advertisements
  1. Paul Smith
    July 12, 2012 at 11:00 am

    Hi excellent

    Can you also re-open an email you are tracking in CRM so you can automatically trigger an open activity reminder as a ‘To Do’ to remind you to chase up the email??

  2. November 22, 2012 at 4:10 am

    Magnificent post, very informative. I wonder why the opposite specialists of this sector do not understand this. You must proceed your writing. I am sure, you’ve a huge readers’ base already!|What’s Going down i’m new to this, I stumbled upon this I’ve found It positively useful and it has aided me out loads. I hope to contribute & help different customers like its helped me. Good job.

  1. No trackbacks yet.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s

%d bloggers like this: