[Okta Webinar] Learn how to a build a cloud-first strategyRegister Now

x
  • Status: Solved
  • Priority: Medium
  • Security: Public
  • Views: 1336
  • Last Modified:

CRM 2013 workflow process

Greetings Experts,

I am trying to create a workflow that monitors an expiry date and sends out reminders on the basis of this expiry date.

Can you please have a look and tell me if this is likely to work or whether there is a better way of doing this.

Kind regards.
workflow.jpg
0
sunny-j
Asked:
sunny-j
  • 4
  • 2
1 Solution
 
Rikin ShahMicrosoft Dynamics CRM ConsultantCommented:
Hi,

I would suggest you create a console application, put it to be scheduled on daily basis; which will check for expiry date and update a field in CRM records.

Based on updated field on a record a workflow will be triggered which will create/send  reminders.
0
 
Feridun KadirPrincipal ConsultantCommented:
I think you can do this in workflows and your workflow can probably be simplified.

What is going to trigger the workflow? Is it automatic or manual?

What happens when the workflow ends? Does it need to start again for the next cycle of reminders?

What happens if someone starts the workflow 8 weeks before the expiry date or 4 weeks before? Should the earlier reminders be sent?

Sorry to ask so many questions.
0
 
sunny-jAuthor Commented:
What is going to trigger the workflow? Is it automatic or manual?

I was thinking of firing it on a change in the expiry date field.

What happens when the workflow ends? Does it need to start again for the next cycle of reminders?
Yes, it would need to run every time the date comes within the 10 week period.

What happens if someone starts the workflow 8 weeks before the expiry date or 4 weeks before? Should the earlier reminders be sent?
Good point. Yes, no need to send the earlier reminders.

Sorry to ask so many questions. thank you.
0
Get free NFR key for Veeam Availability Suite 9.5

Veeam is happy to provide a free NFR license (1 year, 2 sockets) to all certified IT Pros. The license allows for the non-production use of Veeam Availability Suite v9.5 in your home lab, without any feature limitations. It works for both VMware and Hyper-V environments

 
sunny-jAuthor Commented:
Thanks again for your response, i have added my comments to your questions above. I am struggling to get the right method with this process, so you think it could be simplified? kind regards. SJ

PS. Thank you too Rikin for taking the time to reply, i am not a programmer so don't have the tools to add this in.
0
 
Feridun KadirPrincipal ConsultantCommented:
I think something like this:

-- if no date then notify someone and end the workflow
If  expiry date does not contain data, send email to contact owner, end workflow

-- if the time now is earlier than 2 months 15 days before the expiry then wait until
-- 2 months before the expiry date. Use Timeout for the waiting

If process execution time is on or before (2 months 15 days before expiry date) then
  timeout until 2 months 15 days before expiry date
  send reminder mail

if process execution time is on or before (1 month 14 days before expiry date) then
  timeout until 1 month 14 days before expiry date
  send 2nd reminder mail

if process execution time is on or before (21 days before expiry date) then
  timeout until 21 days before expiry date
  send mail to team

Start Child workflow (call this workflow)

Comments on above

Please double check the logic of the above.
The point of the separate if statements is to not send a reminder if the time has already passed.
I've found that  timeout (Wait condition, process, timeout) is good for waiting an amount of time or until a set date or set amount of time after or before a date.
Think carefully about what triggers the workflow, if you use the expiry date field you risk having multiple workflows running if someone changes a date while a workflow is already running. It might be better to start the workflow when the record is created. Of course this means for existing workflow you will need to manually start the workflow.
There will be a workflow running at all times for every relevant record in the system. If you have millions of these records then this might well impact performance.
0
 
sunny-jAuthor Commented:
Thank you so much for such a detailed answer. I will study this carefully and post another question if I have any problems. Thank you again. Kind regards.
0
 
sunny-jAuthor Commented:
Comprehensive and precise. Thank you.
0

Featured Post

Free Tool: Port Scanner

Check which ports are open to the outside world. Helps make sure that your firewall rules are working as intended.

One of a set of tools we are providing to everyone as a way of saying thank you for being a part of the community.

  • 4
  • 2
Tackle projects and never again get stuck behind a technical roadblock.
Join Now