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How set up an automatic task so when an email is sent I am alerted in a few days if there is no reply?

This question is not answered
Sean Burke
Posted by
on 4 May 2012 1:39 PM

I am trying out microsoft dynamics CRM for my company before we decide to make a purchase a colleague asked me if the following is possible... Can you somehow set up CRM so that when you send an email a followup or task is automatically created that will alert you in "X" amount of days if the email was not responded to. We have an addon for outlook named MAPILab that will do it for us but it would be great if we could roll it up in CRM as a workflow or something

ie...I send an email to John Doe, if John Doe does not respond in 3 days an alert,task, or calendar event pops up to say email him back.

Any ideas?

Sincerely,

Sean Burke
All Replies
  • Gus Gonzalez
    Posted by
    on 4 May 2012 1:59 PM

    Sean,

    Yes. I can think of a workaround.

    If you create workflows that update a field on "John Doe's" profile with the latest date of activity, then the workflow can wait 3 days and run again to check if a newer date has been added, if not, send a notification to the last user who updated that date telling them to follow up with John Doe.

    Does that make sense?
  • Sean Burke
    Posted by
    on 4 May 2012 2:57 PM

    The logic of that makes perfect sense....Now the problem is I am new to creating workflows so we'll see how that goes :) I'll give it a try. Thanks
  • Gus Gonzalez
    Posted by
    on 4 May 2012 3:00 PM

    :)

    Let me know if I can help you with that Sean.
  • NickHoban
    Posted by
    on 4 May 2012 4:30 PM

    Sean,

    This tutorial might be able to help you customize the CRM online workflow: rc.crm.dynamics.com/.../8-workflowcustomization.aspx

    Best Regards,
    Nick Hoban
    Community Project Manager | Microsoft Dynamics Team
    e-mail: v-nhoban@microsoft.com
    *This posting is provided AS IS with no warranties and confers no rights.

    crm online workflow
  • Gus Gonzalez
    Posted by
    on 4 May 2012 8:48 PM

    Sean,

    Here is a cool video we made as well:

    Good Luck!
  • Sean Burke
    Posted by
    on 7 May 2012 3:41 PM

    Thanks for the links everyone. These resources look great.
  • NickHoban
    Posted by
    on 7 May 2012 3:46 PM

    Let us know if we can help with anything else.

    Best Regards,
    Nick Hoban
    Community Project Manager | Microsoft Dynamics Team
    e-mail: v-nhoban@microsoft.com
    *This posting is provided AS IS with no warranties and confers no rights.
  • Roman10323
    Posted by
    on 27 Jul 2012 11:29 AM

    I am having a similar problem, except instead of getting an alert when an email is not replied to, I want to send out an automated reply every time I receive an email under certain conditions.

    I set up a few rules saying if this specific email emails me, a template I created is sent back automatically and then the email I received is forwarded to another email of mine that is away from work.

    When I try testing it, nothing happens.

    Everything is activated yet nothing works............

    Any ideas?

    Thanks!