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Automatic offers for costumers

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Posted on by Community Member Microsoft Employee

Hello Dynamic-experts,

is it possible that i can select some of my costumers out of my contacts that will get after 12 months an automatically created offer for wear-parts?
I also need to see them in a queue or anywhere else that i can call them after they received the offer.

So if it is possible, can anybody explain me how the easiest/best way works to help me in this case?

Thanks for helping,

Robin

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Queues and Routing

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Community Member Microsoft Employee on at

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RE: Automatic offers for costumers

Thank you very much!

I will try both ways and figure out which is better for my case.
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David Jennaway 14,063 on at

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RE: Automatic offers for costumers

There are 2 main approaches:

You could create a view that shows the customers where a given date field is within a range. If you have licenses for the sales module, I'd then add them to a marketing list and a campaign, but you could just work off the view. In you example of 12 months ago, you can use two conditions:

Last X Months, where x = 12

Older than X Months, where x = 11

You could create a workflow that waited till 12 months after a given date, then creates a phonecall activity. There are a some slight drawbacks to having long running workflows; it's not so much the performance, but that CRM keeps the workflow definition from when the workflow starts

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