Is it possible to schedule pulgin on CRM.
I ‘m trying to create a reminder task activity for an opportunity entity if no there has been no activities in the last week. I would like this to run every week.
Thanks in Advance.
A:
Hi
I think perhaps a better approach would be to build that functionality into a workflow? I have not been doing much CRM lately, but I have implemented what you described, in Crm 1.2 back in the day. This turned out to be very useful for reporting as well, pulling reports of what sales staff makes it a habit to not follow up on opportunities.
Best Regards Rihan
Rihan Meij
2009-05-26 11:31:19
Hmm, not really,.I would I create a workflow that would run at midnight for every entity? you can't set timers
Chris Jones
2009-05-26 12:55:39
+1
A:
Though there is no such thing as a recurring workflow in Dynamics CRM, you can simulate this behaviour by creating a Workflow Rule that
- Gets fired upon creation of the record
- Checks a condition
- Conditionally does something
- Waits for n days/hours/minutes
- Calls itself again
Don't forget to mark the rule as "Run as a child workflow".
dsabater
2009-05-26 13:05:33
Ohh That is so close to an answer,but how do you "Waits for n days/hours/minutes"
Chris Jones
2009-05-26 16:48:22
Right, it is a bit hidden in version 4: add a "Wait condition" step and fill in the condition's Primary Entity with "Workflow". In the next drop-down, select "Timeout" and finally fill-in the time span in the last text box with something like "Duration: 7 days".See pic: http://twitpic.com/62yotRegardsDaniel
dsabater
2009-05-27 23:09:18
A:
Hi Chris,
I would recommend to utilize SQL Server Scheduled Job. Although workflow can be used for this problem, but waiting-state-workflow is considered application consuming.
The reason is because the waiting-state-workflow is held in the memory, and it needs to be validated against certain timing condition periodically. In your case, it needs to periodically calculated whether it has exceed one week or not, and if it's yes, it will upload the waiting-state-workflow from the database to be executed.
Regards,
hadi
hadi teo
2009-07-01 13:07:59
A:
Hi Hadi! Idea is goo, but I have no idea how to perform it. Maybe you have time to describe it step by step? I would be very appresiate your help!
Pavel
Pavel
2010-04-28 08:19:56
A:
Sudhanshu Sahoo
2010-09-20 04:46:58