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How to generate alert before the due of the activity in MSCRM 4.0 RRS feed

  • Question

  • Hi,
    When we create an Activity there is field for
    1)Due
    2)Duration
    3)Priority

    But there is no inbuilt function to generate an alert before the Due expires.... how can this be configured to achive generation of email alerts.....

    In MSCRM 4.0 there is no attatched timer as well


    Regards,
    Shashi
    Monday, July 7, 2008 6:03 AM

Answers

  • Probably the best alert function is via the Outlook client.  with 4.0, phone call activities, tasks, appointments all can synch with your Outlook calendar, and Outlook will pop up and alert you when they are due.

     

    You can set this in the CRM Outlook client settings.

     

    There acutally is a timer in CRM 4.0 Workflow.  You can set a wait step to wait for a timeout, and set it for X days/weeks/months/hours/minutes from a date value, so you could have it e-mail you within a time interval of the due date.

     

    Here's an excellent example of setting a timer with the workflow timeout functionality:

    http://blogs.msdn.com/crm/archive/2007/12/12/crm-4-0-workflow-turning-inaction-into-action.aspx

    Tuesday, July 8, 2008 1:19 AM
    Moderator

All replies

  •  

    You can create a workflow rule to notify you x days/months/weeks before due date.  There are a lot of resources online to make a workflow rule in crm
    Monday, July 7, 2008 11:38 PM
  • Probably the best alert function is via the Outlook client.  with 4.0, phone call activities, tasks, appointments all can synch with your Outlook calendar, and Outlook will pop up and alert you when they are due.

     

    You can set this in the CRM Outlook client settings.

     

    There acutally is a timer in CRM 4.0 Workflow.  You can set a wait step to wait for a timeout, and set it for X days/weeks/months/hours/minutes from a date value, so you could have it e-mail you within a time interval of the due date.

     

    Here's an excellent example of setting a timer with the workflow timeout functionality:

    http://blogs.msdn.com/crm/archive/2007/12/12/crm-4-0-workflow-turning-inaction-into-action.aspx

    Tuesday, July 8, 2008 1:19 AM
    Moderator