In Dynamics 365, Appointment Activity has recurrence feature. But what if business has a requirement to have the same functionality when using a Task Activity, like specifying a recurring pattern & dates?
Today I will share with you a simple approach on how you can create a custom recurrence feature in Task Activity using the power of Power Automate.
I used Custom Fields, a Workflow & 2 Power Automate Flows. I also used workflow extension from a Dynamics 365 Workflow Hero, Jason Lattimer.
I added a few more custom fields to hold daily & weekly count for doing a loop in Power Automate.
Then I created a Two Option field called “Automate” that I can use on my Trigger Condition.
At the end, I make sure I decrement the Count just how we do it when writing codes. Then for weekly recurrence, I used Date Time connector – “Add a Time” and set it to add 1 Week.
And there you have it, a simple & working recurring task feature for your Task Activities.
I hope this is helpful. Let me know if you want to see the whole solution. Feel free to message me and I will send it straight to your mailbox.
Stay safe, everyone.
Learn to Inspire 
Hello, at what point is a task being created? Where would that be placed inside the loop?
LikeLike
Hi Aneeqa, apologies for the long delay. I have not been posting for a long time and have not checked the blog’s comments. I have shared the solution in my latest post. Feel free to download it. https://learntoinspire.ca/2021/12/20/improved-custom-recurring-tasks-in-dataverse/
LikeLike