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Reopening activities once marked as closed

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Posted on by louisa lane 186

Hi, 

Is there a way we can programme Dynamics so that we can reopen tasks/ activities once they are marked as closed. We have a staff member who keeps closing off their activities (we have phone calls and meetings as different entities) when they are not finished and they have to delete them off and start again so just wanted to check if there is a way we can either run a function to reopen or add a button along the top so we can reactivate a activity the same way we can reactive a contact, close  reopen leads etc.

pastedimage1674839876503v1.png 

Thanks

Categories:
Customization / Solutions / SDK and API
  • Verified answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 5,864 Moderator on at
    RE: Reopening activities once marked as closed

    Create a custom button on the entity form and update its status using JS or create on demand workflow for it.

    mscrmsama.wordpress.com/.../

    Thank you,

    Amit Katariya

  • Verified answer
    Haig Liu Profile Picture
    Haig Liu Microsoft Employee on at
    RE: Reopening activities once marked as closed

    Hi louisa lane,

    You can run a workflow to reopen a closed activity,

    or you can use the ribbon workbench to create custom buttons to do it:

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

  • Verified answer
    Pradeep Rai Profile Picture
    Pradeep Rai 5,490 Super User 2024 Season 2 on at
    RE: Reopening activities once marked as closed

    Hi,

    I tried implementing one on-demand workflow on phone call entity as shown below:

    pastedimage1674895883360v1.png

    When i ran the above workflow it is working for me.

    Please try this.

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