How to reschedule multiple tasks? RRS feed

  • Domanda

  • Hi,
    in my company we work all day with Microsoft CRM to handle all our activities on our customers and potential ones. My particular role makes me travel a lot so I do not have time to keep my scheduled tasks daily updated so I often have to work in the weekend to update and reschedule expired tasks.
    Is there any workflow that can help me to automatically control expired tasks (not completed) and reschedule it in (for example) 3 days?

    Thanks for your suggestions.


    lunedì 4 giugno 2012 14:10

Tutte le risposte

  • Yes you can :)

    It's very simple to reschedule a task with a workflow, but you need to develop your own workflow based on your needs...

    If you can provide a simple example I can try to help you.


    Giorgio Garcia-Agreda MVP Microsoft Dynamics CRM

    venerdì 8 giugno 2012 18:20
  • Hi,

    please go through this links:

    please vote for my answer.

    thank you.

    giovedì 21 marzo 2013 11:04