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Microsoft Dynamics CRM (Archived)

Dynamics CRM recursive activities

Posted on by 576

Hi there,

I've a requirement, want to create recursive activities on Account entity. Please suggest possible way outs.

Conditions are

When an Account does not purchase any item an activity to be created (Phonecall/Task). Activity needs to create for every week. If an activity created on an Account then no activity created

When an Account become dormant.

Courtesy Activities - Periodically an activity needs to set by CRM for every week/month/quarter. 

Majorly, the customization do not create any duplicate activities against Accounts.

I'd created OOB functionality , its working very fine, but Some times I'm facing some performance issues. 

So, please suggest any inhouse customization.

I'm using MSD CRM 2013.1 on-premise. 

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  • ashlega Profile Picture
    ashlega 34,475 on at
    RE: Dynamics CRM recursive activities

    Hi Kiran,

     I'd say this would better be done with some kind of scheduled console application and/or scheduled SSIS job.. But, if you do have all of that working using workflows etc already, maybe you could just clarify what kind of performance issues you are having so we could help with that.

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