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    The owner of a record (custom entity) wants to be notified by email delivered to their Inbox if there is a record where they are the owner, and they have forgotten to update the record in the past 30 days.  Sort of a Past Due / Overdue reminder scenario.

    Ideas?  Pros/cons of that method?

    FYI - just was informed of this thread from 2011 which looks promising:  CRM 2011 - Neglected Leads Alert

    Any other ideas?

    Monday, June 3, 2013 10:17 PM

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    Hi,

         I can think of 2 approaches:

    1) You will need to do this in some background process as you are looking at records which are not updated by anyone so things like plugin / workflow will not work here. You need to write a windows service or some console app which runs periodically and checks the records. Pro is it is accurate and con is it is a seperate app which needs to be maintained.

    2) Another option is to create a report and display it on the dashboard so that users see it everytime they log in provided that is their home page. Pro is it is all in CRM and visible to user instead of follow up e-mails etc. and con is this relies on user reading the dashboard data and actioning it from there.


    Hope this helps.
     
    -----------------------------------------------------------------------
     Minal Dahiya
     
    If this post answers your question, please click "Mark As Answer" on the post and "Vote as Helpful"

    • Proposed as answer by Minal Dahiya Monday, June 3, 2013 10:54 PM
    • Marked as answer by A.K. Phoenix Monday, June 3, 2013 10:55 PM
    Monday, June 3, 2013 10:54 PM

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    Hi,

         I can think of 2 approaches:

    1) You will need to do this in some background process as you are looking at records which are not updated by anyone so things like plugin / workflow will not work here. You need to write a windows service or some console app which runs periodically and checks the records. Pro is it is accurate and con is it is a seperate app which needs to be maintained.

    2) Another option is to create a report and display it on the dashboard so that users see it everytime they log in provided that is their home page. Pro is it is all in CRM and visible to user instead of follow up e-mails etc. and con is this relies on user reading the dashboard data and actioning it from there.


    Hope this helps.
     
    -----------------------------------------------------------------------
     Minal Dahiya
     
    If this post answers your question, please click "Mark As Answer" on the post and "Vote as Helpful"

    • Proposed as answer by Minal Dahiya Monday, June 3, 2013 10:54 PM
    • Marked as answer by A.K. Phoenix Monday, June 3, 2013 10:55 PM
    Monday, June 3, 2013 10:54 PM
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    Actually, I'm not sure this is true:

    "you are looking at records which are not updated by anyone "

    I'm looking at the Modified Date of the record.  So, what I want to do is if the Modified Date > "X" days ago, send an email to the owner.  The problem with a workflow is that if I fire a workflow with a "X" wait period, the person may go in and modify it in the meantime.  So I could then again fire the workflow to go out "X" days from that new Modified date, but then have the old workflow with the old wait period sitting there. 

    Scott Clancy posted a similar issue in this folder, titled "Scheduling recurring workflows in CRM".  It discusses adding a field to the record (which I've already considered), and I would call it "Follow-up Date" and set it to be "X" days from the last modified date. Someone suggested to Scott to (Step 3) "Trigger a workflow on change of this "Next Check Update" field to wait a month. (Step 4) After workflow fires, update Next Check value. 

    But What if person updates record between firing of workflow, and the workflow running?

    Given this issue, I think creating C# app that runs on a scheduled basis and just fires email out when Modified Date is > "X" days is easiest!  Thanks all.

    A.K. Phoenix

    • Marked as answer by A.K. Phoenix Tuesday, June 4, 2013 5:35 PM
    • Unmarked as answer by A.K. Phoenix Tuesday, June 4, 2013 5:35 PM
    Tuesday, June 4, 2013 5:35 PM