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Changing CRM 4.0 workflow recipients when using a wait condition (timeout) RRS feed

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    I'm having trouble changing the recipients of a workflow in CRM 4.0

    The workflow is set-up as follows:

    - Timeout until Days: 1 After Opportunity: Est. Close Date then

    - If Opportunity: Status equals [Open], then:

    - Send e-mail

    When I go into the properties of the e-mail and change the recipients and save the workflow the recipients on the workflows coming through remain unchanged.  It appears that the problem stems from the fact that CRM has already created the workflows previously (when the opportunity was created) and so it is sending that workflow with the previous recipients rather than the recipients that I have just added.  Any new opportunities created will have the correct recipients.

    How do I get CRM to update the workflows with the new recipients for the workflows that are waiting for the condition to be met?

    Thursday, February 16, 2012 2:36 PM

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    The new workflow should have an option to be manually triggered. Use Advanced Find to filter the opportunities you want to run the workflow against, select the opportunities, then manually run the workflow. You can only select 250 records at a time, but hopefully this will achieve your result.

    Neil Benson, CRM Addict and MVP at Customery Ltd. Join me on Twitter. Join over 20,000 other CRM professionals on the Microsoft Dynamics CRM group on LinkedIn.

    • Marked as answer by Matthew Clucas Friday, February 17, 2012 2:57 PM
    Friday, February 17, 2012 1:07 PM
    Moderator

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    Once a workflow has been triggered CRM does not take into account any changes to the workflow rule after the instance was triggered. So existing workflow instances that send emails to the old set of recipients will need to be cancelled and new workflow instances that send emails to the new set of recipients will need to be manually applied.

    Neil Benson, CRM Addict and MVP at Customery Ltd. Join me on Twitter. Join over 20,000 other CRM professionals on the Microsoft Dynamics CRM group on LinkedIn.

    • Proposed as answer by Jeremy Winchell Thursday, February 16, 2012 11:57 PM
    Thursday, February 16, 2012 3:34 PM
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    Thanks for the swift response.

    Currently the workflow is set-up when the opportunity is created.  If I create a new workflow with different recipients how do I get that new workflow to pick up all the open opportunities that are already in existence?

    Friday, February 17, 2012 9:55 AM
  • Question
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    The new workflow should have an option to be manually triggered. Use Advanced Find to filter the opportunities you want to run the workflow against, select the opportunities, then manually run the workflow. You can only select 250 records at a time, but hopefully this will achieve your result.

    Neil Benson, CRM Addict and MVP at Customery Ltd. Join me on Twitter. Join over 20,000 other CRM professionals on the Microsoft Dynamics CRM group on LinkedIn.

    • Marked as answer by Matthew Clucas Friday, February 17, 2012 2:57 PM
    Friday, February 17, 2012 1:07 PM
    Moderator