Hi,
I'm a newbie at Dynamics CRM 2011. I've been asked to set up a Case workflow that triggers a number of actions on creation and then updates the case priority if its not resolved after 3 days. I have created a workflow which triggers the following actions when a Case with a specific Case Type is created:
- The Case is assigned to a specific person
- The Follow date is set for 3 days ahead
- A task is created and assigned to a specific person
This all works fine... what I can't work out is how to update the Case Status to High if the case is not resolved after 3 days. I have tried various combinations but don't seem to be able to identify the trigger. I am also very confused with setting date parameters.
I wondered if I should be doing a Wait condition... but I can't work out what date fields to use to set up the logic (there doesn't seem to be a Today option).
Is anyone able to tell me how to do this? Alternatively, can anyone tell me what I need to read or terminology I should search on to work it out for myself.
Many thanks
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