Use the Dynamics 365 Workflow Follow-up Reminders to Never Miss a Beat

The Follow-Up Reminders workflow trigger in Microsoft Dynamics 365 was designed to help users create a task to follow-up on a lead or opportunity based on a date field or other event in CRM.

For example, when an Opportunity is created, wait “X” weeks, and then create a task and/or send an email reminder to follow-up. Salespeople benefit most from this workflow.

To set up this workflow, user-level knowledge is required.

Follow these steps to set up the Follow-Up Reminders workflow trigger in Microsoft Dynamics 365 to help ensure your salespeople never miss a beat:

1. Trigger: Record is created

2. Click “Select this row and Click Add Step” and click Add Step > Wait Condition

3. Click <condition>(click to configure)

4. Add Filter for Process Timeout equals 14 Days After Opportunity Created On

5. Click “Select this row and click Add Step” and click Add Step > Create Record > Task

6. Select Task in the dropdown and Set Properties as desired

7. Activate Workflow

That’s it  – you’re done!

If you have further questions about Microsoft Dynamics 365 workflows and how to set them up, reach out to our Microsoft Dynamics 365 support team for help. We are here to assist with every challenge you may be having.

You can also browse our thorough Microsoft Dynamics 365 user group webinar library for topics like workflow triggers, user adoption, best practices for the beginner admin, best practices for the advanced admin, and much more.