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Auto-close activities

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Posted on 28 Jul 2020 02:52:12 by Mouda

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Hello

At some point, I think I saw a setting in Dynamics 365 Sales, a setting to auto-close activities. Is there one? if not - how can we auto-close activities?

Thank you in advance.

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Bipin D365 28,961 Moderator on 03 Aug 2020 at 07:53:28

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RE: Auto-close activities

Hi,

Glat that you found solution. Please mark this thread verified so that it will be helpful for other community members.

If found helpful, Please mark my answer verified.
LuHao 40,878 on 03 Aug 2020 at 07:25:15

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RE: Auto-close activities

Please click Yes under "Did this answer your question?" to close this thread.

Thanks.
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Mouda 152 on 01 Aug 2020 at 03:54:12

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RE: Auto-close activities

Thank you - I ended up creating custom flows for each entitiy and they worked great.
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LuHao 40,878 on 29 Jul 2020 at 03:19:51

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RE: Auto-close activities

Hi Mouda,

There is no OOTB settings to auto-close activities. We can do some customizations such as workflow to achieve it.

Workflow is not available for Actibity entity, but is available for specific activity type entities, like Email, Appointment, Phone Call.

Here take Appointment as an example.

1. Go to Advacned Settings > Processes, new a workflow of Email.

2. Select Start When as trigger, if you would close the activity when some fields change, select Record fields change, and click select button to select fields that trigger the workflow if they are changed.

3. Add step "Check Condition", set the condition that the activity will be closed.

4. Add step "Change Status", select the closed status.

5. Save and activate the workflow.

For any other activity type, you can follow steps to achieve same results.
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Soumen S on 28 Jul 2020 at 06:47:37

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RE: Auto-close activities

Hi,

There is no out of box functionality for this. But you can create workflow on the type of activity you are trying to auto close. Just check some condition as per your requirement and update the status to complete.

Thanks,

Soumen