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    Hi all,

    Some of our clients, rely on us to renew some types of software licences they have, i.e. antivirus.  I am looking for a way to set up a reminder system to renew licences, I have thought about using a custom Order form, with a Renewal Date field.  So with the system date gets to 20 days prior to the renewal Date, it triggers a workflow to create a Case for a technician to get required information from software. A task will then be  created for Sales to send off an invoice with the new dollar amount to the customer.

    Has anybody tried somthing like this?

    Have a good day.


    • Edited by Fultz Tuesday, August 14, 2012 1:16 AM
    Tuesday, August 14, 2012 1:03 AM

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    Check out this blog post - it uses the existing Contracts entity as an example.

    It uses the workflow's Timeout functionality to wait until a date prior to the renewal date.

    Jason Lattimer

    Tuesday, August 14, 2012 1:43 AM
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    Check out this blog post - it uses the existing Contracts entity as an example.

    It uses the workflow's Timeout functionality to wait until a date prior to the renewal date.

    Jason Lattimer

    Tuesday, August 14, 2012 1:43 AM
    Moderator
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    You could use CRM 2011's recurring activities feature, or Jason's suggestion to use a workflow, or develop a custom plugin, or rely on a view of expiring orders. There are lots of ways of meeting this requirement; the best one will depend on the details of your business processes.

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

    Tuesday, August 14, 2012 2:28 AM
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