Looking for PowerObjects? Don’t worry, you’re in the right place! We’ve been part of HCL for several years, and we’ve now taken the final step in our acquisition journey: moving our website to the HCL domain. Nothing else is changing – we are still fanatically focused on Microsoft Business Applications!

PowerObjects Blog 

for Microsoft Business Applications


Using a CRM Workflow to "Complete" Activities in Bulk

Post Author: Joe D365 |

One of the questions that seems to always come up when speaking to Customers about Activities in Dynamics CRM is "How can I close Activities without having to open each one?"

The answer is in two parts:

  1. In a perfect world, CRM users will complete Activities as they are finished. Prior to completing the Activity, the CRM user will add notes to the Activity regarding any conversation that took place. That being said, the above situation is not always relevant, or may not describe your business process.
  2. Using a very simple Workflow, it is possible to close Activities without having to open them. (Up to 250 at a time!)

The example below is a workflow that was designed for completing Phone Call Activities. It is setup to run for anyone in the Organization, and will run only "On Demand". (Only when a user specifies the records and chooses to run this workflow.)


**Quick Note: This workflow sets the Status to "Made", other options are available (i.e. Canceled), this workflow will set all selected records to the same "Made" status.

After the workflow is published, it can be run manually from the "Activities" screen in the Workplace.

NOTE: Just a reminder that you will need to create a similar workflow for each Activity Type. (i.e. Tasks, Appointments..etc..) Happy CRMing!

Joe CRM
By Joe D365
Joe D365 is a Microsoft Dynamics 365 superhero who runs on pure Dynamics adrenaline. As the face of PowerObjects, Joe D365’s mission is to reveal innovative ways to use Dynamics 365 and bring the application to more businesses and organizations around the world.

PowerObjects Recommends