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Every day I need to find opportunities without active tasks and create new task.
How I could do it? Have somebody any ideas?
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Hi!
Every day I need to find opportunities without active tasks and create new task.
How I could do it? Have somebody any ideas?
*This post is locked for comments
Thanks for answers!
I created recursive workflow and custom workflow activity.
Nick your idea is very interesting too, thanks!
Quick and easy way would be to add a rollup field that counts all active tasks associated to an opportunity.
Then create a view for opportunities where active tasks = 0.
Cheers
Nick
Hi Anatoliy,
If you are on CRM online, it might be worth looking into the Azure Functions.
You can connect to Dynamics from an Azure Function:
crmtipoftheday.com/.../connect-to-dynamics-365-in-azure-functions
Combine it with a timer trigger, and you are good to go:
docs.microsoft.com/.../functions-bindings-timer
Not sure how pricing is going to work out - depends on the resource consumption:
Anatoliy,
Usually we use SSIS + Kingsway Soft adapters for Dynamics 365 for such tasks. Of course that would require to get separated server and install SSIS and adapters on it.
If you want to solve that task using only CRM you can use recursive workflow to execute that workflow daily - www.powerobjects.com/.../setting-up-recurring-workflows-in-dynamics-crm-2016 and develop custom workflow activity that will find opportunities and create tasks for those.
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