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Schedule Jobs in Microsoft Dynamics CRM Online without using scheduler on server RRS feed

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    Hi Experts,

    We are using MS CRM Online. In Lead we have created a new date and time field called “Expiry Date” and at the time of Lead creation, we are updating the “Expiry Date”. If the lead is not closed before 4 days from lead Expiry Date, we need to send a communication.

    By developing a console application and schedule that console application we can achieve this requirement, but in my case we are using online application.

    Is there any scheduler’s available to schedule the jobs in MS CRM online except windows scheduler or SQL Schedulers.

    Regards,

    Kumar



    • Edited by Kumar_R Tuesday, April 25, 2017 3:02 AM m
    Tuesday, April 25, 2017 2:40 AM

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    You can use calculated fields to calculate expiry date. A workflow should wait until expiry date and send email based on the status of lead

    Regards Faisal

    Thursday, April 27, 2017 12:23 PM
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    Hi,

    2 options:

    1) A wait workflow, on create of the lead set a workflow to wait for 4 days and for the "not closed" option and send the message.

    2) Use SLA, more complicated but better architecture for large amounts of Leads.

    regards,

    Don

    Wednesday, May 24, 2017 11:26 PM