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Setting up a timeout in CRM 2011 RRS feed

  • Question

  • In CRM, we have anniversaries and birthdays of our organization's volunteers. We want to auto-email "Happy Anniversary" and "Happy Birthday" to them each year.

    How can you establish a trigger or set up a workflow to do this on a recurring, annual basis?

    Thanks,

    Andy Alderson
    Director of Projects & Programs
    Couple to Couple League

    Friday, April 4, 2014 5:36 PM