Solved

How to set up a workflow process in microsoft dynamics crm 2013

Posted on 2014-07-27
1
428 Views
Last Modified: 2014-08-29
How do I set up a workflow process in Microsoft Dynamics CRM 2013 where the first step would be to send an email to someone when it is first triggered.  The next step would be to Create a Market Snapshot for the client, which would mean to send them a report.  And, the third step would be to call them after 15 days.  After that, contact them after 40 days and after 45 days, etc.  I cannot find the wait condition which allows me to put in the number of days before the next process is to be accomplished.  Also, how do I set a reminder within the task to remind me to do this?
0
Comment
Question by:foxhelp
1 Comment
 
LVL 9

Accepted Solution

by:
McOz earned 500 total points
ID: 40280583
You are asking a few questions here. It sounds like the main one is "how do I set up a wait condition which allows me to put in the number of days before the next process is to be accomplished?"

I think you are after the "Wait condition", and set the type to "Timeout". See this link for a pretty good write-up: http://rahuljim.blogspot.com/2013/06/waits-and-timeouts-in-dynamics-crm.html

Once you have timeouts figured out, just put steps there to create new emails, either to "someone" (when it is first triggered), or to yourself for reminders.
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

This is a walkthrough guide I wrote whilst upgrading my on-premise MS Dynamics CRM 3.0 deployment to 4.0. This covers the actual installation of the product to a working level for my system, I ran into a lot of issues that the steps below fixed so h…
For cloud, the “train has left the station” and in the Microsoft ERP & CRM world, that means the next generation of enterprise software from Microsoft is here: Dynamics 365 is Microsoft’s new integrated business solution that unifies CRM and ERP fun…
The Email Laundry PDF encryption service allows companies to send confidential encrypted  emails to anybody. The PDF document can also contain attachments that are embedded in the encrypted PDF. The password is randomly generated by The Email Laundr…
With Secure Portal Encryption, the recipient is sent a link to their email address directing them to the email laundry delivery page. From there, the recipient will be required to enter a user name and password to enter the page. Once the recipient …

932 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

12 Experts available now in Live!

Get 1:1 Help Now