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.
Regards,
VP”
A response from Dylan Haskins pointed to a really cool workflow plugin called ‘Distributed Workflow’ and available on Codeplex here.
CRM 2011: New activity types for dummies® – Part 1
After a couple of days without posting anything, I thought about explaining a real case scenario where your client would like to deal with meeting minutes inside Microsoft CRM.
