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

"Set State" Event in Audit Log of Tasks Closing

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Posted on by 84

Hello, 

We've noticed that some tasks are being set to 'Completed' automatically, and what stands out in those tasks is the Event type is 'Set State'.

We cannot understand what is triggering this Event Type. Has anyone faced this in the past?

pastedimage1679020065310v1.png

thank you

I have the same question (0)
  • Suggested answer
    Leah Ju Profile Picture
    Microsoft Employee on at

    Hi lkay, 

    Maybe you can check if there are any live or background workflows in the Tasks entity?

    pastedimage1679047719426v1.png

    There is an action in the workflow - change status.

    If I use this action, I can get the same events as you (set state and reopen).

    1)change to completed status

    pastedimage1679295220408v3.png

    pastedimage1679295344324v4.png

    2)Change to open status:

    pastedimage1679295524528v6.png

    pastedimage1679295500915v5.png

    Or any plug-ins already running on the task to set state?

  • Leah Ju Profile Picture
    Microsoft Employee on at

    Hi Partner,

    Have any updates?

    Please feel free to contacts me if you have any questions!

    Could you click 'Yes' under title to close the thread if my answer is helpful!

    Thanks in Advance! :)

  • Leah Ju Profile Picture
    Microsoft Employee on at
    [deleted]
  • lkay Profile Picture
    84 on at

    hello Leah Ju - update from my end is that by looking into the field sync settings for Outlook, I was able to reproduce the audit history trail after closing synced CRM Tasks from Outlook or Teams. However, when surveying my colleagues, they have not been closing Tasks this way.

    Still unclear how some Tasks have been automatically closed. Still investigating, and might have to adjust some 2 way syncing:

    pastedimage1679931811596v1.png

    thank you!

  • Leah Ju Profile Picture
    Microsoft Employee on at

    Hi lkay,

    If it is not possible to investigate clearly on its own, you can create a support ticket for professional assistance following the below procedure.

    Get Help + Support - Dynamics | Microsoft Docs

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