I am looking for advice on the best approach to an usual request.
We have customer file imported into our CRM via a workflow from an Web Application . The files are imported to a custom entity which has a date field (paymentdate), and a Transmit status ( optionset ) . what I need to do is set a 'trigger/task' to run a specific times of the day that will email a notice to the customer if their file has a payment date 2 banking days from today.
I can write a workflow that will check each file record where the transmit status is unsubmitted and the payment date is 2 days from (today), how do I schedule the workflow to run say at 16:00,17:00,18:00 to invoke that workflow
Please refer to the following links
Out of box there is no inbuilt crm capabilities to schedule the workflows however there are few workaround or third party solutions using which you can use to schedule a workflow.
Workflow Scheduler Solution: Its a solution which when installed, provides you with entity to schedule the workflow. This requires fetchxml to retrieve the records on which you need to run a workflow.
Recurring Workflows: This is the traditional approach of putting a wait condition and running the same workflow again. This is not recommended due to performance and other issues.
Using Flows: You can also do leverage flows to schedule workflows:
Hope this helps.
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