Auto-renew contracts RRS feed

  • Question

  • What's the best approach for establishing automatic renewal of a Contract?

    I was thinking of including a flag against the Account and then having a workflow trigger against the preceding invoiced Contract when it expires. The workflow would create the new Contract with the same details, just for the upcoming year. Not sure if it's possible the automate the "Invoice" step to make the Contract active.

    Any suggestions for improvement?


    • Edited by Nksoz Saturday, August 16, 2014 5:03 AM
    Saturday, August 16, 2014 5:02 AM

All replies

  • Hi Try to use this solution. http://mscrmworkflowrunner.codeplex.com
    Saturday, August 16, 2014 8:46 AM