How to set up a workflow process in microsoft dynamics crm 2013
Posted on 2014-07-27
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?