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Time-trigger workflow RRS feed

  • Question

  • 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

  • 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
    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 AM
    Moderator

All replies

  • 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
    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 AM
    Moderator