Skip to main content

Notifications

Announcements

No record found.

Dynamics 365 Community / Forums / Sales forum / Sales Accelerator - wo...
Sales forum
Unanswered

Sales Accelerator - work items can't be completed 90 days after start date

Posted on by 7
 Dear all,
 
we are using accounts for Inside Sales campaigns and connected ~4800 accounts to a sequence in July. What we didn't know and is not mentioned in the documentation we received from MS is that work items with a start date older than 90 days can't be completed. Also, work items can't be snoozed past 90 days after start date. We did a mass change of the start dates but it didn't have any effect. We still get the same error messages. The due dates are not that old and can be ruled out as a cause. At the moment we have to update the due dates monthly because we also didn't know that work items with a due date a) older than 30 days and b) more than 30 days in the future disappear from the worklist. For the next campaigns we will probably connect the accounts monthly instead of all at once, which hopefully solves both the 30 days and 90 days limit issues. But we still have to find a solution for the ongoing campaign.
 
If we don't find any other solution we are considering disconnecting and reconnecting the accounts that are in the first step of the sequence. This would have reporting implications, though. And we are not sure what to do with the accounts that are past the first step of the sequence.
 
Has anybody experienced these issues? What was your solution?
 
Let me know in case of any questions. Many thanks for your help! :-)
  
Best regards
 
   
 
Categories:
  • KMZ_ESS Profile Picture
    KMZ_ESS 7 on at
    Sales Accelerator - work items can't be completed 90 days after start date
    Hi Dengliang,
    thank you for your response. 
    Can the 30 day limit be changed too? It's not clear to me whether this can only be done for all customers or if it can be configured on customer basis. Thanks again!
    Best regards
    Kaveh
  • Dengliang Li Profile Picture
    Dengliang Li Microsoft Employee on at
    Sales Accelerator - work items can't be completed 90 days after start date
    Hi,
     
    The 90 day/30 day limit mentioned in your statement is due to product settings.
    For the campaign you are currently working on, it is recommended that you raise a support ticket to assist with the resolution.

Helpful resources

Quick Links

Dynamics 365 Community Update – Sep 9th

Welcome to the next edition of the Community Platform Update. This is a weekly…

Announcing Our 2024 Season 2 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,246 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 228,041 Super User 2024 Season 2

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans