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ideas to send renewal notices for customers crm 4 RRS feed

  • Question

  • I have project on my hand to send auto renewal notice to customers. in CRM we have customise entity which use to keep records on a service we provide to our customers. and for each record there is a expiry date. I need to send renewal notice email to customer (look up to contact in this custom entity) 60 days before this expiry date. e.g. if expiry date 21st jan 2012 i need to create email to send (ruffly) on 21st november 2011 to inform customer that service renewal due.....

    what is the best approach custom  workflow or plugin on create record and update expiry date... or  a service run against the entity records each day......

    please give your ideas...

    Wednesday, September 21, 2011 1:30 PM

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