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Help Sending a recurring e-mail RRS feed

  • Question

  • Hello All,

    I am using CRM 2011 and I am trying to send a recurrent e-mail every monday. So far I have created a custom entity with a "Next Scheduled" field and the following workflow:

    Wait until Recurring Activity: Next Schedule on [1 Minute Before Recurring Activity:Next Schedule], then:

            Send email: Create New Message

            Create: Recurring Activity //Here I update then Next Schedule Field =  Next Schedule + 7

    I have this process start when a Record is created. My main goal is to send an email as a remainder on mondays. However, so far I have not been able to get it to work. Anyone has any ideas ?

    Wednesday, May 9, 2012 1:04 PM

Answers

  • See the screenshot below.


    Rune Daub Senior Consultant - Dynateam CRM http://www.xrmmanagement.com

    • Proposed as answer by RuneDaub Wednesday, May 9, 2012 1:44 PM
    • Marked as answer by aruizmorales Wednesday, May 9, 2012 3:09 PM
    Wednesday, May 9, 2012 1:43 PM

All replies

  • If its allways a 7 day wait, you could do without the entity and just reactivate the workflow with a child entity workflow setting.


    Rune Daub Senior Consultant - Dynateam CRM http://www.xrmmanagement.com

    Wednesday, May 9, 2012 1:09 PM
  • Thanks for answering ! Can you provide an example of the Workflow and Childwork logic ?

    Wednesday, May 9, 2012 1:17 PM
  • How can I reactive using a child process ?
    Wednesday, May 9, 2012 1:22 PM
  • See the screenshot below.


    Rune Daub Senior Consultant - Dynateam CRM http://www.xrmmanagement.com

    • Proposed as answer by RuneDaub Wednesday, May 9, 2012 1:44 PM
    • Marked as answer by aruizmorales Wednesday, May 9, 2012 3:09 PM
    Wednesday, May 9, 2012 1:43 PM
  • I don't have "Timeout". Is this part of CRM 2011 ?

    Wednesday, May 9, 2012 1:51 PM
  • Part of the wait condition step. Then choose process and timeout.

    Leon

    Want to hear me talk about all things CRM? Check out my blog
    http://leontribe.blogspot.com/
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    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 Wednesday, May 9, 2012 2:21 PM
    Wednesday, May 9, 2012 2:21 PM
  • Thanks so much ! I have managed to do it ! :D
    Wednesday, May 9, 2012 3:09 PM