Tip #88: Duplicate activities in CRM 2013

At Convergence 2014, the tipsters participated in some “Ask the MVP” sessions. There were many great questions, and I wanted to highlight a few of them.

If you use Microsoft Dynamics CRM 2013 and have seen activities like appointments being duplicated, the following may be the cause.

If you create an appointment and change the owner to another user before you save the appointment, CRM 2013 will create 2 or more copies of the appointment. The work-around is to create and save the appointment, then reassign to another user.

This is an issue that is scheduled to be fixed in update rollup 2 for CRM 2013.

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One thought on “Tip #88: Duplicate activities in CRM 2013

  1. […] Tip #88: Duplicate activities¬†– The best tips come from actual users. So when a user came to me and asked “why are my appointments duplicating since we upgraded to CRM 2013?” I watched how¬†she was creating activities, and noticed that she was assigning them before saving the appointment. Once the question came up during the Convergence “Ask the MVP” session, I knew that this was an issue that other users were probably experiencing, and that it would make a good tip. If you work with support and identify an issue or a workaround, blog or tweet it (or submit it to the tip jar). That way you don’t forget about it, and you will help others who are having the issue. Note–if you are going to blog about bugs, be sure that you do it responsibly. Don’t just explain the issue, give users a workaround to deal with the issue. […]

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