Microsoft Dynamics CRM (Archived)

Cannot Update Closed or Cancelled Activity

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Posted on by Xavier Villafuerte

352

Hi, I have the following scenario:

* Microsoft Dynamics CRM 2016 SP1 OnPremise

* A group of phone calls currently closed as completed

We need to update a field on the phone calls in order to accomplish a data-quality requirement, so it is necessary to re-open the activities. However, any attempt to do this produces the message "Cannot update Closed or Cancelled Activity". We have tried the following:

* On Demand Workflow to change the state

* Activity Workflow to change the state using the SetRequest message

* Bulk Edit using XrmToolbox

* Bookmarlet option available in this link: https://www.magnetismsolutions.com/blog/paulnieuwelaar/2014/11/18/how-to-reopen-closed-activities-in-microsoft-dynamics-crm-2013-with-bookmarklet

Because the CRM is OnPremise technically we could update the Activity right on the DB, however, because of security policies permissions to update any internal database using TSQL commands are restricted. In addition, we know this kind of updates are not supported by Microsoft.

I understand the purpose of keeping the activities in read only but I cannot believe there is no way to re-open the Activity using supported methods. So, I would appreciate any guidance from you.

Xavier.

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Raviteja Reddy 280 on at

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Hi Xavier, you should be able to export all the phone calls that you need to update into excel along with field you want to update, An excel import will update activities that are closed.

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Xavier Villafuerte 352 on at

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Thanks Raviteja, but I have just tested the Excel import and it did not work. I got the message "Could not update the object because it is read only".

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gtwynstra 510 on at

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I was pretty sure I've done this in the past (CRM2011) with an on-demand workflow...so I tried it again in D365 online (V9.1) and was able to update a previously closed Phone Call record.

Here's the before shot:

Here's the after shot (same record after being updated by the workflow):

And here's the workflow:

Only thing you won't be able to do is change an Email activity using this method...that's a whole different story.

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