Solved

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

Posted on 2014-07-27
1
423 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
Comment Utility
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

6 Surprising Benefits of Threat Intelligence

All sorts of threat intelligence is available on the web. Intelligence you can learn from, and use to anticipate and prepare for future attacks.

Join & Write a Comment

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…
On Sep 22nd 2014 Microsoft released Update Rollup 1 for Microsoft Dynamics CRM 2013 Service Pack 1 and back in July Update Rollup 3 was released.  So we now have:   Update Rollup 1Update Rollup 2Update Rollup 3Service Pack 1Update Rollup 1 for S…
Here's a very brief overview of the methods PRTG Network Monitor (https://www.paessler.com/prtg) offers for monitoring bandwidth, to help you decide which methods you´d like to investigate in more detail.  The methods are covered in more detail in o…
This demo shows you how to set up the containerized NetScaler CPX with NetScaler Management and Analytics System in a non-routable Mesos/Marathon environment for use with Micro-Services applications.

743 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

16 Experts available now in Live!

Get 1:1 Help Now