Task Completed...any way to re-open

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We have a user who 'somehow' marked a number of tasks complete in a group. I can tell because it was modified by him and they were all done at the exact same time. He does not recall completing them all. Is there anyway to re-open??

I have also had users say that they will mark a task complete then remember they did not update the task as to what happened at the meeting or on the phone call and they cannot modify.

Please advise.

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JBill 1,045 on at

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I'm on Dynamics 2013 and set up the workflow described below and it works very well for us: francisedwin.wordpress.com/.../crm-2011-re-open-closed-task

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Aileen Gusni 44,524 on at

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Victoria,

Through the UI, is not possible. No out of the box ribbon.

You need to run a workflow...

marcellotonarelli.wordpress.com/.../re-open-closed-task-phone-call-email-or-activities-in-ms-dynamics-crm-2011

astutecrm.wordpress.com/.../crm-2011-re-open-closed-task

(I think same with JBill reference post just different link)

It also can be used to another activity entity.

Or use this another way:

www.magnetismsolutions.com/.../how-to-reopen-closed-activities-in-microsoft-dynamics-crm-2013-with-bookmarklet

Or using SDK:

harishgola.blogspot.com/.../crm-2011-reopen-or-reactivate-closed.html

But need to be careful with the date stamps, will be no history of the date of first open, first complete, re-open, and then complete again. You need to create your own history or you can use audit history.

Thank you.

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Community Member on at

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-Create an new Workflow on the task entity.

-Select “On-Demand” under Available to Run.

-Click Add-Step and select Change Status.

-Select the entity as Task and set that to open and the below options as desired.

-Save and “Activate” the workflow.

-Done with the workflow! Now, select the desired task from the list of activities and select -“Run workflow” – Pick the relevant one and click OK, we are done.

If my response is helps you, please mark as "Verified"

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Benjamen - GoCloud 35 on at

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Hi Victoria,

Yes there are a few ways to re-open activities. You can use a javascript booklet and past this into your browser or write a custom on-demand workflow or you can buy a solution for D365 and upload this which will add a menu option to your activities screens (the easiest way). I have one here if you still need one

http://d365.club

Cheers

Ben

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Vipin J 1,603 on at

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Hi,

I was looking for some solution which could be applied to any of the activity in dynamic 365 CRM, which should work in UCI.

I created a generic solution to re-open any activity which is marked as completed or closed.

Refer here - https://vjcity.blogspot.com/2021/04/reopen-closed-activity-in-dynamic-365.html

https://youtu.be/Xrny2RnIIAE

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