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Schedulers for MS CRM RRS feed

  • Question

  • Hi Experts,

    We are using MS CRM Online. In Lead we have created a new date and time field called “Expiry Date” and at the time of Lead creation, we are updating the “Expiry Date”. If the lead is not closed before 4 days from lead Expiry Date, we need to send a communication.

    By developing a console application and schedule that console application we can achieve this requirement, but in my case we are using online application.

    Is there any scheduler’s available to schedule the jobs in MS CRM online except windows scheduler or SQL Schedulers.

    Regards,

    Kumar

    Tuesday, April 25, 2017 2:32 AM

All replies

  • Hi,

    for this scenario, you can create traditional workflow, that is triggered when the date is inserted and then waits until 4 days before the expiry date (and then doing the appropriate action) or untill the lead closure.

    You will have some waiting workflow instances, but as you are using Online version, the performance should be ok.

    Michal

    Wednesday, April 26, 2017 10:48 AM