Data Update - Auto Close Open Tasks Associated to Closed Opportunities
Identify problematic tasks
- Activity Status = Open
- Activity Type = Task
- Associated Related Opportunity Status = Lost/Won
View in CRM
B- Sales Stage Auto Activities - Open to Closed Opportunities
<https://leavitt.crm3.dynamics.com/advancedfind/advfind.aspx?etn=activitypointer&QueryId=%7b6197B836-2C64-E811-A958-000D3AF47717%7d&ViewType=4230&AutoRun=true&appid=79c6b365-09d1-e711-a951-000d3af44134>
On demand workflow
B-Auto Close Open Tasks Associated to Closed Opps
<https://leavitt.crm3.dynamics.com/sfa/workflow/edit.aspx?id=506ab6cc-39de-49e4-b544-9c8f3036ca18>
Auto Close Tasks to Canceled that have been abandoned when Opportunity is closed
Batch Process
Auto Close Tasks Associated with Closed Opportunities
https://leavitt.crm3.dynamics.com/main.aspx?appid=79c6b365-09d1-e711-a951-000d3af44134&forceUCI=1&newWindow=true&pagetype=entityrecord&etn=vcc_batchprocess&id=7af3229b-e7f5-ee11-a1fe-000d3af43c7a&data=%257B%257D&lid=1712608627616
Runs Weekly - Tuesday
Run Time 8:00 AM