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how to convert an email to task in dynamics crm?
Hi partner,
There are no ‘deactivate’ status in Activities entity. Maybe you want to change the status of the email to ‘Completed’? Right?
If you want to change status at the same time email convert to task. you can add step to update this email in workflow.
Here are steps.
1. open and deactivate this workflow.
2. Add Step.
3. change status of email.
4. click save and activate button.
5. Test.
Create and run this workflow as I mentioned before, you will see it.
Before activating workflow:
After activating workflow:
Thank you so much for your valuable information.....but in this when email is converted as task....at that time email should be deactivated...any possible?
Hi partner,
You can try to use on-demand workflow to convert email to task. It only need a little steps to achieve it.
Here are steps:
1.create a workflow.
Go to Advanced Settings > Processes, new. Select entity to Email.
Check As an on-demand process, select Scope to Origanization.
2.Add step.
3.set Properties.
4.click Save and Active button.
5.Test.
(1) create an email:
(2) Click Flow button and run on-demand workflow that you created just now.
(3) Task record is created.
When your create any email....it should be convert to task on clicking the custom button...
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