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Customer experience | Sales, Customer Insights,...
Suggested answer

Completed Tasks

Posted on by 1,134

Hi All

When you complete a Task within CRM the entry gets removed from the Task entity. Does anyone know which table it moves to as I need to import a bunch of completed Tasks.

  • Suggested answer
    Timothy Bohte Profile Picture
    Timothy Bohte 2 on at
    RE: Completed Tasks

    The view is probably filtered on open activities. Change the filter in this view to also show completed activities (and tasks)

  • empath-e CRM Profile Picture
    empath-e CRM 1,134 on at
    RE: Completed Tasks

    Hi All,

    Many thanks for your response. The Tasks I'm referring to are under Case Activities and I have noticed when they are completed they do get removed from the Case Activities tab view and appear as completed within the Case Timeline (this is a standard out of the box system) So this answers my question along with all your help.

  • Suggested answer
    Timothy Bohte Profile Picture
    Timothy Bohte 2 on at
    RE: Completed Tasks

    Standard behaviour is that the task just changes status and does not move or delete. Please check any custom bulk delete operations or workflows that could be the cause.

  • Suggested answer
    RE: Completed Tasks

    Hi,

    The ActivityPointerBase table stores any activity or task that is performed by a user in Dynamics 365 CRM.

    If this was helpful, please check it as verified to help others finding useful information.

    Welcome to this amazing community.

  • Pradeep Rai Profile Picture
    Pradeep Rai 5,490 Super User 2024 Season 2 on at
    RE: Completed Tasks

    HI,

    Can you please explain more on this?

    When we complete the tasks then it does not moves from task entity.

    Please check below screenshot:

    pastedimage1633635625918v1.png

    Thanks,
    Pradeep.

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