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Setup reminder using workflow RRS feed

  • Question

  • I need to create a reminder task daily/weekly/monthly/1st and 15th of the month. User can select any of the reminder frequency option. I am looking for some suggestion to implement this using workflows which can trigger on frequency field value changes.

    Can some body help me with suggestions?

    Thursday, April 24, 2014 4:34 AM

All replies

  • There is no such thing like reminder in CRM web application. Alternatively you can use Outlook features to get the reminder.

    CRM only helps you to create activity task based on the criteria you mentioned above. But for reminder you have to sync it with Outlook.

    Thanks,

    Anand Nigam

    Friday, April 25, 2014 2:10 PM