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Time-trigger workflow

Question
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As far as I know, workflows are triggered when a record of a entity changes in CRM.
And now I want to remind certain users to do something everyday by sending email or sms etc..
My question is how can create a time-triggered workflow to do things regularly?
Please correct me if I am wrong :)
Thanks in advance.Thursday, January 7, 2010 2:40 AM
Answers
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Hi Amo,
I'm assuming you are referring to crm 4.0.
In crm 4.0 a workflow can do a action, wait a certain amount of time, then call itself again. This is one way to get a workflow that automates doing things regularly. You probably want some checks such as if the account is inactive or account type not equal to xy then stop.
Alex Fagundes - www.PowerObjects.com- Proposed as answer by Alex Fagundes - PowerObjects Thursday, January 7, 2010 3:05 AM
- Marked as answer by Jim Glass Jr Thursday, January 7, 2010 7:08 PM
Thursday, January 7, 2010 3:05 AM -
Hi Amo,
Yes you are right, workflows are triggered when a record of a entity changes in CRM. Depends on the amount of workflow that you want to do, if you have a lot of them, I am talking about thousands... I usually recommend writing a simple program through the SDK and using the system scheduler to run that program.
I hope I give you another idea.
Darren Liu | 刘嘉鸿 | MS CRM MVP | English Blog: http://msdynamicscrm-e.blogspot.com | Chinese Blog: http://liudarren.spaces.live.com- Marked as answer by Jim Glass Jr Thursday, January 7, 2010 7:08 PM
Thursday, January 7, 2010 3:12 AMModerator
All replies
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Hi Amo,
I'm assuming you are referring to crm 4.0.
In crm 4.0 a workflow can do a action, wait a certain amount of time, then call itself again. This is one way to get a workflow that automates doing things regularly. You probably want some checks such as if the account is inactive or account type not equal to xy then stop.
Alex Fagundes - www.PowerObjects.com- Proposed as answer by Alex Fagundes - PowerObjects Thursday, January 7, 2010 3:05 AM
- Marked as answer by Jim Glass Jr Thursday, January 7, 2010 7:08 PM
Thursday, January 7, 2010 3:05 AM -
Hi Amo,
Yes you are right, workflows are triggered when a record of a entity changes in CRM. Depends on the amount of workflow that you want to do, if you have a lot of them, I am talking about thousands... I usually recommend writing a simple program through the SDK and using the system scheduler to run that program.
I hope I give you another idea.
Darren Liu | 刘嘉鸿 | MS CRM MVP | English Blog: http://msdynamicscrm-e.blogspot.com | Chinese Blog: http://liudarren.spaces.live.com- Marked as answer by Jim Glass Jr Thursday, January 7, 2010 7:08 PM
Thursday, January 7, 2010 3:12 AMModerator