insert current date in crm
- Hello,
We created a little fleet management system in CRM 4.0, the problem is that there are certain activities that need to be done regulary, for that I have to send an e-mail when there are 7 days until the activity must be done to alert the owner.
For that I have to compare the current date with the field date.
For example on 13.11.2009 a user must do a task,I have to sent an e-mail on 6.11.2009 to remind him about the task.
I think that this can be done with a workflow, wait until current date equals 7 days before expirationdate.
Is there any posibility to do that.
Thanks for your time
Answers
- yes you can easily do this using workflow...
just make sure that users sets the due date of the activity (task) correctly....create a automated work flow against activity (task) as follows
if task :due date contains data then
Wait Untill workflow:ExecuationTime Equals [7 days before task:due date] then
Send Email to owner..
please have look at this example record which might help you acheive this task
http://blogs.msdn.com/crm/archive/2007/12/12/crm-4-0-workflow-turning-inaction-into-action.aspx
http://blogs.msdn.com/crm/archive/2008/01/08/part-1-happy-birthday-via-workflow-using-client-side-scripting.aspx
http://www.dynamicscrmtrickbag.com/2009/07/12/waits-timeouts/
http://mscrmbyutne.blogspot.com/2009/06/how-to-schedule-maintenance-jobs-with.html
- Marked As Answer byJim Wang - MVP Dynamics CRMMVP, ModeratorFriday, November 06, 2009 11:04 AM
All Replies
- Yes I think you gave the solution yourself... You can compare some date...
Use the execution time value of the workflow object in the wait condition in the workflow rule.
My blog : http://mscrmtools.blogspot.com You will find: Form Javascript Manager (export/import javascript from forms) ISV.Config Manager (graphical ISV.config edition - export/import) View Layout replicator (customize one view and replicate to others) And others (use tool tag on my blog) - yes you can easily do this using workflow...
just make sure that users sets the due date of the activity (task) correctly....create a automated work flow against activity (task) as follows
if task :due date contains data then
Wait Untill workflow:ExecuationTime Equals [7 days before task:due date] then
Send Email to owner..
please have look at this example record which might help you acheive this task
http://blogs.msdn.com/crm/archive/2007/12/12/crm-4-0-workflow-turning-inaction-into-action.aspx
http://blogs.msdn.com/crm/archive/2008/01/08/part-1-happy-birthday-via-workflow-using-client-side-scripting.aspx
http://www.dynamicscrmtrickbag.com/2009/07/12/waits-timeouts/
http://mscrmbyutne.blogspot.com/2009/06/how-to-schedule-maintenance-jobs-with.html
- Marked As Answer byJim Wang - MVP Dynamics CRMMVP, ModeratorFriday, November 06, 2009 11:04 AM
- This won't work. Execution time is the time the workflow fires, nothing more and is therefore a fixed, unchanging value. To do what you want use Workflow Timeout.
Leon Tribe
Want to hear me talk about all things CRM? Check out my blog
http://leontribe.blogspot.com/
or hear me tweet @leontribe
Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe- Proposed As Answer byLeon TribeMVPFriday, November 06, 2009 7:38 PM
- thanks all for your answers,
What is workflow timeout, I saw I can use it, but what it means.
Thanks
