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crm 4.0 and crm 2011 - Automated Workflow RRS feed

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    HI,

    I have one business scenario which  i need to develop in CRM 4.0 and CRM 2011.

    Let say, i have created one oppoertunity. What i need to do is, after 5 days of opportunity creation, if products not get added, then send an email to opportunity owner. After 2 days, send an email to  sales manager.

    How can i achieve this using Workflow? I have tried from my side, but based on options which Microsoft given, workflow get executes, either record get edited, deleted, created or updated. I want to ride it based on days. I have some other logic also, that's why i have finalized workflow approach only.


    • Edited by Ravi MRC Saturday, January 19, 2013 10:42 AM
    Saturday, January 19, 2013 10:41 AM

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    Hi,
       You can achieve it using workflows and custom workflows. Create a workflow on "Opportunity" "Create" event. Use "Wait Condition" step and select the condition as follows:

    Within the wait condition, add a step to call custom workflow(which will be called after five days). In this custom workflow, check whether "Opportuntiy" record has any associated products or not. You can return a value appropriately. based on that send an email.

    Add one more step similiarly with 2 days condition and call the same custom workflow.

    Vikranth http://howto-mscrm.blogspot.com "Please Mark it as answer if it helps in resolving your query"

    • Proposed as answer by Vikranth Pandiri Saturday, January 19, 2013 11:14 AM
    • Marked as answer by Ravi MRC Monday, January 21, 2013 6:53 AM
    Saturday, January 19, 2013 11:13 AM
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    I think this article can be helpful:

    http://ashishmahajancrm.wordpress.com/2012/03/02/microsoft-dynamics-crm-2011-workflows-wait-and-timeout/

    the problem is also to check if there are products or not, if the total of the opportunity can not be zero if products are added, this is your condition, otherwise you can still write a plugin that will change a field value inside the opportunity when a product is added or a custom workflow activity to check if there are products or not.

    • Proposed as answer by Guido PreiteMVP Saturday, January 19, 2013 11:20 AM
    • Marked as answer by Ravi MRC Monday, January 21, 2013 6:53 AM
    Saturday, January 19, 2013 11:14 AM

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  • Question
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    Hi,
       You can achieve it using workflows and custom workflows. Create a workflow on "Opportunity" "Create" event. Use "Wait Condition" step and select the condition as follows:

    Within the wait condition, add a step to call custom workflow(which will be called after five days). In this custom workflow, check whether "Opportuntiy" record has any associated products or not. You can return a value appropriately. based on that send an email.

    Add one more step similiarly with 2 days condition and call the same custom workflow.

    Vikranth http://howto-mscrm.blogspot.com "Please Mark it as answer if it helps in resolving your query"

    • Proposed as answer by Vikranth Pandiri Saturday, January 19, 2013 11:14 AM
    • Marked as answer by Ravi MRC Monday, January 21, 2013 6:53 AM
    Saturday, January 19, 2013 11:13 AM
  • Question
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    I think this article can be helpful:

    http://ashishmahajancrm.wordpress.com/2012/03/02/microsoft-dynamics-crm-2011-workflows-wait-and-timeout/

    the problem is also to check if there are products or not, if the total of the opportunity can not be zero if products are added, this is your condition, otherwise you can still write a plugin that will change a field value inside the opportunity when a product is added or a custom workflow activity to check if there are products or not.

    • Proposed as answer by Guido PreiteMVP Saturday, January 19, 2013 11:20 AM
    • Marked as answer by Ravi MRC Monday, January 21, 2013 6:53 AM
    Saturday, January 19, 2013 11:14 AM
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    In CRM 4.0, I am not able to get "Process" in wait condition. Will "Workflow" work same as "Process"?

    Saturday, January 19, 2013 11:49 AM
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    Yes, it's the same thing.
    Saturday, January 19, 2013 11:54 AM