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CRM Activity Due Date Change RRS feed

  • Question

  • Is there a way to change the due date to several activities all at once? I would like to change campaign activities that someone else assigned for me to a later date without changing each one. I have over 200 activities that are due for one day and want to change them without having to delete them. Is there a way to select 20 activities due and change them to another day for example?
    Thursday, August 5, 2010 1:27 PM

Answers

  • Create a workflow that Runs on Demand against the type of activity and set the due date, then select your activities and run the workflow.
    MSCRM Bing'd - http://bingsoft.wordpress.com
    • Marked as answer by Jim Glass Jr Friday, August 6, 2010 4:42 PM
    Thursday, August 5, 2010 1:33 PM
    Moderator
  • Hi,

    Follow the steps to create a On Demand Workflow:

    1. Click NEW to Create a workflow : Specify name and Select Entity.
    2. Click on Ok.
    3. Set Scope of the Entity : Eg: Oransiaion
    4. Do not select any option from : Start When Section
    5. Select "On Demand" from Available to Run Section
    6. Add new step to Update Activity.
    7. Set the Date = Date + 5 or the static date you want to set.
    8. Save and Close.
    9. Save and Close the WF.
    10. Publish.
    11. Go to Activities List and Select your activvites you want to update.
    12. Click on "RUN Workflow" button or option from the toolbar and Select the Created Workflow to Execute the workflow on slected activities.

    The workflow will exectute and udpate the date for the activies.

    Hoep this helps.


    Thanks, Ranjitsingh R | http://mscrm-developer.blogspot.com/ | MS CRM Consultant
    • Proposed as answer by Ranjitsingh R Friday, August 6, 2010 5:13 AM
    • Marked as answer by Jim Glass Jr Friday, August 6, 2010 4:42 PM
    Friday, August 6, 2010 5:12 AM

All replies

  • Create a workflow that Runs on Demand against the type of activity and set the due date, then select your activities and run the workflow.
    MSCRM Bing'd - http://bingsoft.wordpress.com
    • Marked as answer by Jim Glass Jr Friday, August 6, 2010 4:42 PM
    Thursday, August 5, 2010 1:33 PM
    Moderator
  • Thanks. I am a bit of a rookie when it comes to creating workflows. When you say Runs on Demand. What does that mean, exactly?
    Thursday, August 5, 2010 1:41 PM
  • If you have Bulk Edit rights in CRM, go to your list of Campaign Activities, select All, select the Action menu icon and select Edit.  You should be able to change the date of all the activities.

    Regards, Donna

    Thursday, August 5, 2010 2:21 PM
  • When you create the work flow there is an option to select if it is available as a Run on Demand worklfow. This will then enable the workflow to be selected from the top of the related grid view.
    MSCRM Bing'd - http://bingsoft.wordpress.com
    Thursday, August 5, 2010 3:31 PM
    Moderator
  • Hi,

    Follow the steps to create a On Demand Workflow:

    1. Click NEW to Create a workflow : Specify name and Select Entity.
    2. Click on Ok.
    3. Set Scope of the Entity : Eg: Oransiaion
    4. Do not select any option from : Start When Section
    5. Select "On Demand" from Available to Run Section
    6. Add new step to Update Activity.
    7. Set the Date = Date + 5 or the static date you want to set.
    8. Save and Close.
    9. Save and Close the WF.
    10. Publish.
    11. Go to Activities List and Select your activvites you want to update.
    12. Click on "RUN Workflow" button or option from the toolbar and Select the Created Workflow to Execute the workflow on slected activities.

    The workflow will exectute and udpate the date for the activies.

    Hoep this helps.


    Thanks, Ranjitsingh R | http://mscrm-developer.blogspot.com/ | MS CRM Consultant
    • Proposed as answer by Ranjitsingh R Friday, August 6, 2010 5:13 AM
    • Marked as answer by Jim Glass Jr Friday, August 6, 2010 4:42 PM
    Friday, August 6, 2010 5:12 AM
  • Thank you Rajitingh! It took me awhile to figure out step 6. Update Activity. I chose Update Record to phone call and it worked! Thanks for the help!
    Friday, August 6, 2010 7:21 PM