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Tasks Auto closing

  • 1.  Tasks Auto closing

    TOP CONTRIBUTOR
    Posted May 29, 2020 12:59 PM
    ​Hi all and Happy Friday!

    We have some random instances where a task was created years ago in 2016 on prem and since our move to D365 online, these tasks seem to be randomly closing as users try to work with them.
    The things we know:
    • It only seems to be affecting one team at our organization
    • The impacted tasks were all created prior to our move to the cloud
    • The impacted tasks have all been created by one user and assigned to at least one other user throughout the life of the task
    • The due date of the impacted tasks have all been bumped ahead along the way
    • Some of the impacted tasks that I have investigated  have a previous Actual End date (the task was once closed and then re-opened) and some have never been closed and re-opened
    • The tasks are being assigned amongst members of the same team
    Below is a copy of the 2 audit logs for the change of one of the tasks.
    Any suggestions on what might be happening?

    Thanks!



    ------------------------------
    Diane Taylor
    Manager Implementation and Adoption
    Synergy Credit Union
    Lloydminster SK
    ------------------------------
    Academy - Online Interactive Learning from Experts


  • 2.  RE: Tasks Auto closing

    TOP CONTRIBUTOR
    Posted Jun 01, 2020 08:59 AM
    Hi @Diane Taylor,

    The first thing that comes to mind is a Workflow or Power Automate flow. Check to see if you have any of these running that might be closing activities on an automated basis.

    The second is user error. Is there a possibility that a user is closing their activities (in D365, in Outlook or mobile) without realizing it?

    We've also seen situations in which migration or integration processes are inadvertently closing activities. You may want to check those.​

    I hope one of those points you in the right direction.


    ------------------------------
    Geoff Ables
    Managing Partner
    C5 Insight
    Charlotte NC
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 3.  RE: Tasks Auto closing

    TOP CONTRIBUTOR
    Posted Jun 01, 2020 11:37 AM
    Appreciate the suggestions @Geoff Ables.  We will take a look at those! ​

    ------------------------------
    Diane Taylor
    Manager Implementation and Adoption
    Synergy Credit Union
    Lloydminster SK
    ------------------------------

    Academy - Online Interactive Learning from Experts


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