recurring tasks in crm 2011?

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  CRM 2011 does not support recurring task acitivity out of the box but there are work arounds. You may reffer to the following Urls for further information on customizing solution for recurring task activity (these solution may explained for service activity but same can be done for task entity).

  http://jawadarif.wordpress.com/2010/11/11/ms-dynamics-crm-4-recursive-service-activity/

  http://social.microsoft.com/Forums/en-US/crmdevelopment/thread/b21ec1c9-c20e-4a4b-bbf2-3760e4126872

  http://sarbashish.wordpress.com/2010/09/09/how-to-create-recurring-service-activities-in-ms-crm-4-0/

  Simple Solution:

  1. Create a custom entity as a "activity schedule" that has the following fields:

  -start date

  -end date

  -Company

  -Subject

  -Description etc

  -Next scheduled

  
  2. Create a workflow that runs on update of the "Next scheduled" date

  
  1. Wait until timeout 1 minute after Next Scheduled

  2. Check conditions--is workflow execution time less than end date

  3. If yes, create activity (setting the due date to 1 week from next scheduled date and mapping company, subject, etc).

  4. Update custom entity "Next scheduled" field.

  ---

  Jehanzeb Javeed
  
  http://worldofdynamics.blogspot.com
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  If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".

  • Proposed as answer by Jehanzeb.Javeed Friday, June 17, 2011 12:31 PM
  • Marked as answer by CRMBE Friday, June 17, 2011 1:06 PM

  Friday, June 17, 2011 12:30 PM
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  Here's a simple and robust solution without writing complicated code or triggering an infinite loop.

  1. To the task form, add an option set field called "Frequency" with some standard periods of time: weekly, monthly, quarterly, etc.

  2. Create a task workflow that starts when "Record Status Changes"

  3. In the workflow, create check conditions:

  a. If Frequency = Weekly, create task, copy all task fields to new task.  However, use dynamic value to set start/due date as {7 Days After Start/Due Date(Task)}

  b. If Frequency = Monthly, create task, copy all task fields to new task.  However, use dynamic value to set start/due date as {1 Month After Start/Due Date(Task)}

  
  
  

  • Edited by Mark Ziety Monday, September 29, 2014 1:54 AM
  • Proposed as answer by shekhar.singh Monday, January 26, 2015 5:37 PM

  Monday, October 7, 2013 6:03 PM
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  A simple solution 

  1. You can create a custom entity - say - Task Scheduler (with fields like next due date/next start date/regarding task).
  2. On Task creation - create task scheduler entity -  fill the fields like next due date etc. depending on the recurrence (ie. daily , monthly , weekly).
  3. Create a Workflow that will be called before deletion of task scheduler- create  new task  before deletion of task scheduler entity.
  4. Create a bulk deletion job that will run every day  -  on condition where  - next due date = today 

  Monday, January 26, 2015 5:45 PM