- close all open activities when you close an opportunity
- Posted by Tim Enright on June 21st, 2006
When you close an opportunity it would make sense to have all open activities
in the oppotrtunity closed (automatically) as well.
Thanks,
Tim
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http://www.microsoft.com/Businesssol...oft.public.crm
- Posted by John O'Donnell on June 21st, 2006
This can be achieved now (at least behind the scenes) by creating a callout
that gets the ID of the opportunity and closing any open activites that are
linked to it.
=======================
John O'Donnell
Microsoft CRM MVP
http://codegallery.gotdotnet.com/crm
"Tim Enright" <TimEnright@discussions.microsoft.com> wrote in message
news:CCCA8A2D-F899-4D14-AA4A-B5714A74D434@microsoft.com...
- Posted by Ben on June 21st, 2006
Hi John and Tim,
Is it not better to register an assembly with the workflow manager and use
the opportunity change status workflow rule to perform this custom action?
This can be done asyncronously as the U.I. is not restricted by the
processing of the workflow engine, where as when using a callout the user
would have to wait for code execution to complete.
I do not believe we can create a parential relationship between the
opportunity and contact activities, and propagate the close action?
Yet this relationship can be queried using the sdk, and I have a method
which does just this if your interested..
Thanks,
Benjamin Pirih
"John O'Donnell" wrote: