How to avoid duplicate tasks creation or more than one task for lead entity?

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Posted on by nidnani

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Hi,

I have created a workflow to create a task based on a field value. And if the task is modified and the due date change then, it will update the field and the existing Task will be canceled and new will be created with New updated "Due Date".

Now the issue is if a user updates the field from the lead form itself, another task is created but the old one stays active.

Can anyone please help with the logic for this? Need to avoid more than 1 task for a lead.

Below is the workflow.

Also, I have created another workflow for sending emails as a task reminder. Is it possible to achieve everything in one workflow?

New to customizations so feel free to tell me if I have done completely wrong. Thanks! Any help much appreciated!!

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Pradeep_Gowda Microsoft Employee on at

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If your task is getting duplicated I would recommend to Explore the Alternate keys or Duplication for your Scenario I guess Alternate Keys will be a good fit.

Both are Explained in the Blog Below

www.nexsoftsys.com/.../alternate-key-duplicate-detection-using-dynamics-crm.html

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