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

Posted on 2014-07-27
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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?
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Question by:foxhelp
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McOz earned 500 total points
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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.
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