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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Change Record Status b...
Microsoft Dynamics CRM (Archived)

Change Record Status based on Date compared to today

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Posted on by Ryan Maclean 3,070

Hi all,

I have a requirement to change the status of an activity record based on the Due Date as compared to Today's Date, and I'm wondering if anyone can advise the best way to achieve this?

I have the following Statuses available:

1. Scheduled

2. Due this Week

3. Due Today

4. Overdue

When the Activity is created, it could be created with a Due Date that could range from the same day up to several months in advance.  The Due Date may also be changed occasionally after the Activity is created.

I assume it would be possible to manage the updates to the Status fields by using a workflow with Timeout conditions, but wondered if anyone could advise what best practice is?

Thanks,

Ryan

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  • Ryan Maclean Profile Picture
    Ryan Maclean 3,070 on at
    RE: Change Record Status based on Date compared to today

    Scott, you're a genius!  This is why you're MVP and I'm not.

    I hadn't even thought about using calculated fields for this, but it is a much more elegant solution than mine.  I really appreciate your help!

    Ryan

  • Suggested answer
    ScottDurow Profile Picture
    ScottDurow 50,177 on at
    RE: Change Record Status based on Date compared to today

    Hi Ryan,

    Although it doesn't show the stacked activity types (due to the limitation of not being able to customise the activity entity) - I've written you your very own blog post to show how you can easily get something almost the same as this with no custom workflows etc.

    See develop1.net/.../How-to-get-assistance-without-the-Relationship-Assistant.aspx

    Hope this helps you!!!

  • Ryan Maclean Profile Picture
    Ryan Maclean 3,070 on at
    RE: Change Record Status based on Date compared to today

    Hi Scott,

    Thanks for your response.  That was my first approach, but some users requested this specific solution so we could have a chart showing all Activities by Type and person Responsible like below:

    Chart-Sample.PNG

  • Suggested answer
    ScottDurow Profile Picture
    ScottDurow 50,177 on at
    RE: Change Record Status based on Date compared to today

    Hi Ryan,

    The best practice here is not to have a status that is changed on the record but rather use views in dashboards to show the records where the date matches the 4 categories.

    This way you don't need to have any code run on a timer basis - you can simply filter the records to show the activities where the date is in each of the ranges.

    Hope this helps

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