Tag Archives: Activities

How-to series: Change activities’ status when closing opportunities

Okay, this post is a response to a good question made by someone on the Microsoft Dynamics CRM forum (for Partners).

The initial question was:

“Hi All,

When an opportunity is cancelled, the activities (tasks, appointments, etc.) are not being flagged as cancelled and staying considered as “open” items. We need to  find a solution that when an opportunity is closed (or cancelled) that all associated activities tied to that opportunity be deleted. Can i automate the above process? I tried using workflow, but i am not able to trigger an Activity record.



A response from Dylan Haskins pointed to a really cool workflow plugin called ‘Distributed Workflow’ and available on Codeplex here.

Continue reading