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Using Distributed Workflow Plugin to Cancel Opportunity Activities when an Opportunity is Lost

I was recently asked if there was a way to Cancel all activities related to an Opportunity if it is lost (without writing any Plugin Code)

The simplest solution I could think of was to make use of the already existing Distributed Workflow plugin available on Codeplex.

So to start off, download an register this plugin using the Plugin Registration Tool.

Once you have done that you need to create a workflow to complete the activities, unfortunately you will have to create on for each of the activity types you are wanting to work with (Tasks, Appointments, Emails etc.)

Below is a sample for cancelling Task activities.

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Next you need to identify the relationship field name that determines the tasks related to the opportunity in Question. (more…)

xRMVirtual.co.za Inaugural Event a great success

xRMVirtual.co.za, South Africa’s first official Microsoft Dynamics CRM/xRM User group community, offering both Virtual and In-Person user groups went live on Monday 18 January 2010. Membership numbers grew to 104 in the 10 days leading up to their inaugural in-person event held on the 27th January 2010.

The event was a huge success. Read my post about the event on xRMVirtual.co.za here