Solved

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

Posted on 2014-07-27
1
446 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
[X]
Welcome to Experts Exchange

Add your voice to the tech community where 5M+ people just like you are talking about what matters.

  • Help others & share knowledge
  • Earn cash & points
  • Learn & ask questions
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

Free Tool: Path Explorer

An intuitive utility to help find the CSS path to UI elements on a webpage. These paths are used frequently in a variety of front-end development and QA automation tasks.

One of a set of tools we're offering as a way of saying thank you for being a part of the community.

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…
Desired Skill Set for Microsoft Dynamics CRM Technical Resources – Part II
Monitoring a network: why having a policy is the best policy? Michael Kulchisky, MCSE, MCSA, MCP, VTSP, VSP, CCSP outlines the enormous benefits of having a policy-based approach when monitoring medium and large networks. Software utilized in this v…
Visualize your data even better in Access queries. Given a date and a value, this lesson shows how to compare that value with the previous value, calculate the difference, and display a circle if the value is the same, an up triangle if it increased…

622 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