Solved

Workflow Rules in CRM 3.0

Posted on 2009-05-03
1
445 Views
Last Modified: 2012-05-06
Evening all

In Microsoft CRM 3.0, we can create an email template that we send out to all new leads

Question, once we've entered the lead and sent the initial template, how do we configure a Workflow rule to automatically create a follow up phone call 3 days later ?

Cheers
Simon
0
Comment
Question by:legalsrl
1 Comment
 
LVL 8

Accepted Solution

by:
Aftab_Khateeb earned 500 total points
ID: 24301228
What you mean by initial template, do you mean email from a template?
I have attached a screenshot (workflow-email-screen.jpg)  to indicate how to configure wait timer after the email is created. Basically you got to use "Wait for timer" configure it for 3 days after the email is created.

Hope this helps.


workflow-email-screen.JPG
0

Featured Post

Is Your Active Directory as Secure as You Think?

More than 75% of all records are compromised because of the loss or theft of a privileged credential. Experts have been exploring Active Directory infrastructure to identify key threats and establish best practices for keeping data safe. Attend this month’s webinar to learn more.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

On Sep 22nd 2014 Microsoft released Update Rollup 1 for Microsoft Dynamics CRM 2013 Service Pack 1 and back in July Update Rollup 3 was released.  So we now have:   Update Rollup 1Update Rollup 2Update Rollup 3Service Pack 1Update Rollup 1 for S…
Automatically creating a Trello card using data from a Microsoft Dynamics CRM record turned out to be an easy project that yielded great results.  Here's how I did this for an internal team at General Code.
This Micro Tutorial will teach you how to censor certain areas of your screen. The example in this video will show a little boy's face being blurred. This will be demonstrated using Adobe Premiere Pro CS6.
Learn how to create flexible layouts using relative units in CSS.  New relative units added in CSS3 include vw(viewports width), vh(viewports height), vmin(minimum of viewports height and width), and vmax (maximum of viewports height and width).

896 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question

Need Help in Real-Time?

Connect with top rated Experts

15 Experts available now in Live!

Get 1:1 Help Now