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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