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Spring '14 Wave Update: Closing a Case with Open Activities in Dynamics CRM

Post Author: Joe D365 | June 13th, 2014

The Spring '14 Wave for Dynamics CRM has brought a new way to close a case! Have you ever wanted to close a case as resolved, but been prevented because there were Open Activities associated with it? Maybe you have a workflow that automatically creates an open task whenever a case is opened. If you want to immediately resolve the case you will receive an error message because the case has a pending task. You have to open the case record for editing, change the open task to completed or canceled, and then resolve the case. Too many clicks!

Spring '14 Wave Update: Closing a Case with Open Activities with in Dynamics CRM

After installing the Spring '14 Wave update you are now presented with the option to have Dynamics CRM cancel all open activities. Just click Resolve Case, and Dynamics CRM will offer to cancel all open activities before resolving the case.

Spring '14 Wave Update: Closing a Case with Open Activities with in Dynamics CRM

That's fewer clicks, less frustration, and more efficiency!

Want to know more of our favorite things about the Spring Wave update? Read our blog post on the Top 10 Spring '14 Updates, and check out our page dedicated solely to the Spring Wave. Happy CRM'ing!

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.