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Microsoft Dynamics CRM (Archived)

There are open activities associated with this case. Open activities will be canceled if solves this case. Want to solve the case ?

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Good afternoon,

With the version of CRM 2016 on-premise version, when going to resolve a case and have open activities the system shows the following message " There are open activities associated with this case. Open activities will be canceled if resolve this case. Want to resolve the case ?. ( It should be configurable this option and not force the cancellation by the system) .

Through plugin both pre or post image image I could get the open activities as for instance the resolution data fill those activities already canceled .

Someone has the same need or have done something to prevent the case can be resolved if the activities are not closed manually ? or if you have open activities prevent the resolution of the case and the cancellation of activiades ?

Regards,

Yan

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  • Verified answer
    Karsten Wirl Profile Picture
    4,477 on at

    Hello,

    business requirements are the first step to solve this.

    Does your business have a "problem" with the cancellation of open activities? What are the requirements?

    Before start programming, you should ask the business:

    Can we solve this manually by the user?

    The user is responsible for his records and the data quality. He has to check the activities for open ones and close them.

    When the business wants a solution triggered by the system you can suggest them the following:

    1. The user cannot close an opportunity when there are open activities assigned by deactivate the Close-btn

    2. An message occurs and the user have to choose whether all open activities will be canceled or closed

    3. Show a business process error.

    ...

    Kind regards,

    Karsten

  • Suggested answer
    Community Member Profile Picture
    on at

    Thank you Karsten, 

    The first option is good for implementation "1. The user cannot close an opportunity when there are open activities assigned by deactivate the Close-btn".

    Regards,
    Yan

     

     

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