CRM Workflow - Service Activity Question

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I'm trying to create a workflow that will do the following:

If the Service Activity is not closed by 4:30pm of the date it was closed, then send an email to the owner of the service Activity reminding them to close that activity.

Is there a way to determine what 'today' is and a time in a workflow?

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B5577 130 on at

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Re: CRM Workflow - Service Activity Question

If you wan to use workflow/Process current datetime (execution datetime) then please see following screen shots

if you wan to use workflow/Process current datetime (execution datetime) in Email activity then please see following screen

if you can not view the image, please visit link below

http://mscrmandsqlserver.wordpress.com/2011/11/26/how-to-use-current-datetime-in-crm-workflow/

Thank you

Bhautik

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Re: CRM Workflow - Service Activity Question

Neither of those do what I asked.

I want the workflow to trigger at 430 pm on the day the service activity was opened and check if the service activity is closed. If it is not then to send an email reminder to close it.

Thanks.

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B5577 130 on at

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Re: CRM Workflow - Service Activity Question

Oh Sorry I miss understood,

In this situation, we have to write windows service, which will trigger a workflow in CRM at everyday 4:30 pm.

I tried to set another workflow to trigger child workflow with “waiting condition”. (Waiting until execution time 4:30) but we cannot separate it out date and time in CRM

Your query is really interesting and strong.

Thank you

Bhautik

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Re: CRM Workflow - Service Activity Question

"In this situation, we have to write windows service, which will trigger a workflow in CRM at everyday 4:30 pm."

How would I go about doing something like this?

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B5577 130 on at

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Re: CRM Workflow - Service Activity Question

Hi

I am writing a Windows Service Solution for you which can trigger workflow every day 4:30 PM

Here I have one question about following requirnment.

"If the Service Activity is not closed by 4:30pm of the date it was closed, then send an email to the owner of the service Activity reminding them to close that activity."

Before closing the Service activity how CRM will konw that what time it will be closed

I mean, how can we find the closing date if service activity is not closed

Please reply, I am preparing/writing Window service (Like Timer) for you

Thank you

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Re: CRM Workflow - Service Activity Question

I forgot to put If the Service Activity is not closed by 4:30pm on the date it is scheduled to end, then send an email at 4:30pm every day.

For example:

I put a service activity from 3-5 for today

4:30pm comes and that service activity is still open, send an email to the owner of that service activity to remind them to close the activity.

another example:

I had a service activity i put in for 1-2pm for today and forget to close it.

4:30pm comes around and sends an email reminding me to close it

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B5577 130 on at

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Re: CRM Workflow - Service Activity Question

Oh i got it

I will complete that tonigh...

Thank you

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Community Member on at

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Re: CRM Workflow - Service Activity Question

Any update on this?

Thanks!

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B5577 130 on at

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Re: CRM Workflow - Service Activity Question

Yes

Do you have any webspace where i can copy over some project files or give me your email address i will try to send the proeject by attachment

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Re: CRM Workflow - Service Activity Question

You can click my profile and email the email in that profile.

Thanks.

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