Can I search for and update a task during a workflow? RRS feed

  • Question

  • I've created a dialog which updates a phonecall and creates an appointment regarding the actual customer for our frontdesk. However, they also want the same dialog to find and update another task regarding the same customer. How can I do that?
    The requested task has a fixed subject, "Periodical contact - <customername>". How can I search for a task named like this, find it, update it and return to the current workflow/dialog?
    I guess I have to use a step of type "Search for CRM data", but I don't see how the task is returned for update possibilities....

    We're using CRM 2011.


    John Martin

    Tuesday, February 2, 2016 10:30 AM


  • You'd need to write a custom workflow activity to do this. You can return a reference to the task in an output parameter of the custom workflow activity, which can then be used later in the workflow

    Microsoft CRM MVP - http://mscrmuk.blogspot.com/ http://www.excitation.co.uk

    • Marked as answer by jmkvalsund Tuesday, February 2, 2016 12:02 PM
    Tuesday, February 2, 2016 11:54 AM