Scheduling tasks RRS feed

  • Question

  • I have the following problem. 
    Every month I create similar tasks for my team. The body of the tasks are the same, only the due dates vary. Does CRM 4.0 gives the opportunity to automate this manual work? In output can I have automaticaly created scheduled tasks?


    Tuesday, February 15, 2011 7:53 AM

All replies

  • Hello, you can use workflows to create tasks. These can either be event-driven (the tasks are created when some trigger criteria is met) or they can be manually triggered by you.

    Richard Knudson's blog and book are the best resources for discovering workflows: http://www.dynamicscrmtrickbag.com/category/workflow/

    Regards, Neil

    Neil Benson, CRM Addict and MVP at Customery Ltd. You can reach me on LinkedIn or Twitter. Join over 10,000 other CRM professionals on the Microsoft Dynamics CRM group on LinkedIn.

    Tuesday, February 15, 2011 8:18 AM
  • Yes, You can have these tasks created automatically.

    Based on the conditions when you need these tasks to be created you can choose a workflow or plugin or scheduled batch job.


    Tuesday, February 15, 2011 8:24 AM