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

  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.

  3. Stewy
    September 30, 2014 at 9:19 am

    There is a much quicker & easier way. Go to closed activity list and tick an activity then click the mark complete button. A box appears with two choices, click on cancelled, then go and tick the activity again and click on edit. The activity will then open up and an Activate button will appear at the top left of activity box, simply click on it and it will reactivate, hope this helps someone, Stewy.

  4. MarkB
    January 23, 2019 at 7:14 am

    2019 and it still works! Simple and effective, thanks.

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