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    Is there a way in CRM to build a workflow that schedules recurring tasks.  Ex: I want to call a client on the 15th of every month?.  I would like the workflow to send an email to remind me of this call.

    Thanks

    Wednesday, October 26, 2011 10:43 PM

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    It is very much possible using OOB workflow designer.

    Create a date field named Next execution date and set it to when you want to execute your workflow. Then use wait step in your workflow and wait untill that date is reached.

    just after your wait statement add another statement to update date field by adding 1 month to it as below:

     

    Wait Unitl Next Execution Date

    Update Next Execution date = Workflow Execution Date + 1 Month

    ------

    -----

    -----

    Call this workflow again

    Ayaz Ahmad CRM Solutions Architect | http://ayazahmad.wordpress.com
    Wednesday, October 26, 2011 10:57 PM
    Moderator

All replies

  • Question
    Sign in to vote
    1
    Sign in to vote

    It is very much possible using OOB workflow designer.

    Create a date field named Next execution date and set it to when you want to execute your workflow. Then use wait step in your workflow and wait untill that date is reached.

    just after your wait statement add another statement to update date field by adding 1 month to it as below:

     

    Wait Unitl Next Execution Date

    Update Next Execution date = Workflow Execution Date + 1 Month

    ------

    -----

    -----

    Call this workflow again

    Ayaz Ahmad CRM Solutions Architect | http://ayazahmad.wordpress.com
    Wednesday, October 26, 2011 10:57 PM
    Moderator
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    Thanks, this worked nicely.
    Wednesday, November 2, 2011 8:30 PM
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    Thanks, this worked nicely.

    can't figure out how to achieved this on spd 2010? Any help is much appreciated.
    Monday, December 23, 2013 12:23 PM