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Create Automatic Notification Email - CRM 2011 RRS feed

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    I want to send emails to users automatically to tell them that they have to deal with a record before a particular date.

    I want the email to sned automatically 3 days before the due date of the record.

    Anyone know how to do this.

    J.

    Friday, September 2, 2011 3:14 PM

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    Hi,

    Try the following solution:

    1. Create new field in entity "Due Date", create for entities which emails have to be sent (you do not need to create for activities and other entities that already have this field)

    2. Create new workflow ( Settings-> Process Center -> Processes, click on New button, type name, select entity and Select Workflow in category)

    3. Add wait condition,              Process                 Timeout                 Equals                         3 Days before Due Date

    4. Add step Send Email, click on send properties select the person to whom you want to send details and enter other email details

    5. Save and Activate workflow

     

    Jehanzeb Javeed

    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    • Proposed as answer by Jehanzeb.Javeed Saturday, September 3, 2011 9:56 PM
    • Marked as answer by JMcCon Wednesday, November 9, 2011 1:27 PM
    Saturday, September 3, 2011 9:55 PM

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    Hi,

    You'll need Processes in order to achieve this. Go to Settings - Process - New. Give your process a name, select the entity on wich you want to run the process and select workflow in category.

    Put the scope on organization or Business Unit, depending how you have it set up. Select "record is created" and "records field change" where you check the due data field.

    Now add a step "condition". Here you want to check if you're 3 days before the due date. Add the condition.

    If your condition matches, create an email step. Use a email template and set it to the owner of the record.

    Save and Publish.

    These are the basics, but you can start here and ask more questions if needed.

    Friday, September 2, 2011 3:35 PM
  • Question
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    Hi,

    Try the following solution:

    1. Create new field in entity "Due Date", create for entities which emails have to be sent (you do not need to create for activities and other entities that already have this field)

    2. Create new workflow ( Settings-> Process Center -> Processes, click on New button, type name, select entity and Select Workflow in category)

    3. Add wait condition,              Process                 Timeout                 Equals                         3 Days before Due Date

    4. Add step Send Email, click on send properties select the person to whom you want to send details and enter other email details

    5. Save and Activate workflow

     

    Jehanzeb Javeed

    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    • Proposed as answer by Jehanzeb.Javeed Saturday, September 3, 2011 9:56 PM
    • Marked as answer by JMcCon Wednesday, November 9, 2011 1:27 PM
    Saturday, September 3, 2011 9:55 PM