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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Change Status of All O...
Microsoft Dynamics CRM (Archived)

Change Status of All Open Phone Calls

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Posted on by twinter 65

I am using CRM 3.0.  When my CRM tech imported all the activities from my Access Database to CRM, they when in as open activities.  Now he is gone and I need to figure out how to change the status of all 7000 phone calls to completed.  I have attempted to do various workflow processes, but fail to find an event to trigger the process.  

 Thanks in advance for any ideas on how to resolve this issue! 

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  • Leon Tribe Profile Picture
    Leon Tribe 7,034 on at
    You could set it up as a manual workflow, highlight the records 250 at a time, run it and repeat 28 times. Leon Tribe Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/
  • twinter Profile Picture
    twinter 65 on at

    Thanks for the suggestion, but already I set up a manual workflow: if status is open change status to completed, but I am not given the option to apply a rule to phone calls.  I checked my permissions and I have access to everything as far as I can tell.  Any ideas?

     

     

  • Leon Tribe Profile Picture
    Leon Tribe 7,034 on at
    Sorry about that. In v4 you can run workflows against activities in the list view, I assumed you also could in v3. Leon Tribe Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/
  • Neil Benson Profile Picture
    Neil Benson 7,369 User Group Leader on at

    Hi Twinter, you have a couple of options:

    1. Manually complete each activity (ouch!)
    2. Programatically update the state of each activity to Complete. If you have direct access to your CRM database, you could write a SQL script to update the statecode attribute of your imported phone calls.
    3. Use a third-party tool to close a bunch of activities (try this one: http://www.dynamics-pros.com/Products/ActivitiesMassUpdate/tabid/95/Default.aspx, although I'm not sure if a CRM3 version is available.)

    Regards, Neil

  • twinter Profile Picture
    twinter 65 on at

    Thanks for the suggestions!  I will give them a try and let you know how it works.

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