CRM 2011 does not support recurring sales order out of the box but there are work arounds. You may reffer to the following Urls for further information on customizing solution for recurring sales prders (these solution may explained for
service activity but same can be done for task entity).
http://jawadarif.wordpress.com/2010/11/11/ms-dynamics-crm-4-recursive-service-activity/
http://social.microsoft.com/Forums/en-US/crmdevelopment/thread/b21ec1c9-c20e-4a4b-bbf2-3760e4126872
http://sarbashish.wordpress.com/2010/09/09/how-to-create-recurring-service-activities-in-ms-crm-4-0/
Simple Solution:
1. Create a custom entity as a "Sales Order Recurring Schedule" that has the following fields:
-start date
-end date
-Company
-Subject
-Description etc
-Next scheduled
2. Create a workflow that runs on update of the "Next scheduled" date
1. Wait until timeout 1 minute after Next Scheduled
2. Check conditions--is workflow execution time less than end date
3. If yes, create activity (setting the due date to 1 week from next scheduled date and mapping company, subject, etc).
4. Update custom entity "Next scheduled" field.
Jehanzeb Javeed
http://worldofdynamics.blogspot.com
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