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Hi all,

How to receive daily email summary for list of leads to follow-up today?. So filter criteria would be Owner = { username } and Follow-up Date = { Today }

Thanks

VP

Thursday, April 29, 2010 11:22 PM

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Workflow is not really the best option for this. I'd recommend building an RS Report to display the information, and schedule this report to run when you want it. The setup involves both CRM and Report Manager - see http://mscrmuk.blogspot.com/2008/01/scheduling-and-emailing-reports-with.html for details
Microsoft CRM MVP - http://mscrmuk.blogspot.com http://www.excitation.co.uk
- Marked as answer by Jim Glass Jr Monday, May 3, 2010 2:40 PM
Friday, April 30, 2010 9:59 AM

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Another option might be to use the rss notification accelerator (http://crmaccelerators.codeplex.com/releases/view/19071 ). This way you can set up an Advanced Find view which list the records needed and have them feed into Outlook via an RSS.

Leon Tribe
Want to hear me talk about all things CRM? Check out my blog
http://leontribe.blogspot.com/
or hear me tweet @leontribe

Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
- Proposed as answer by Leon TribeMVP Sunday, May 2, 2010 12:54 AM
- Marked as answer by Jim Glass Jr Monday, May 3, 2010 2:40 PM
Sunday, May 2, 2010 12:53 AM

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Workflow is not really the best option for this. I'd recommend building an RS Report to display the information, and schedule this report to run when you want it. The setup involves both CRM and Report Manager - see http://mscrmuk.blogspot.com/2008/01/scheduling-and-emailing-reports-with.html for details
Microsoft CRM MVP - http://mscrmuk.blogspot.com http://www.excitation.co.uk
- Marked as answer by Jim Glass Jr Monday, May 3, 2010 2:40 PM
Friday, April 30, 2010 9:59 AM

Moderator
0

Sign in to vote
Another option might be to use the rss notification accelerator (http://crmaccelerators.codeplex.com/releases/view/19071 ). This way you can set up an Advanced Find view which list the records needed and have them feed into Outlook via an RSS.

Leon Tribe
Want to hear me talk about all things CRM? Check out my blog
http://leontribe.blogspot.com/
or hear me tweet @leontribe

Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
- Proposed as answer by Leon TribeMVP Sunday, May 2, 2010 12:54 AM
- Marked as answer by Jim Glass Jr Monday, May 3, 2010 2:40 PM
Sunday, May 2, 2010 12:53 AM
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Thanks alot, it works perfectly

Cheers

VP

Friday, May 7, 2010 6:40 PM