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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Reoccurring tasks for ...
Customer experience | Sales, Customer Insights,...
Suggested answer

Reoccurring tasks for salespeople

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Posted on by OllyMUK 305

Hi all


What's the best way to create recurring jobs for salespeople? For example, quarterly customer reviews. 

I can create a workflow to create a task, but I can't see where to schedule it to every x months/weeks. I also can't see a way to run the workflow on all Accounts. 

Is this the most suitable way of achieving what I want or should I look at Cases instead?

Olly

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  • Suggested answer
    sharma.sandeep82 Profile Picture
    sharma.sandeep82 743 on at
    RE: Reoccurring tasks for salespeople

    Hi,

    I would recommend to create a Console Application and deploy the same using Task Scheduler. Using task scheduler, you can schedule your job at a particular internal and / or during non-business hours as well.

    However, you can also use Power Automate as well for your business needs.

    Hope it will help to implement your business requirement.

    --

    Thanks and Regards

    Sandeep Sharma

  • LuHao Profile Picture
    LuHao 40,888 on at
    RE: Reoccurring tasks for salespeople

    Hi OllyMUK,

    I would recommend you use Power Automate (Flow) to create Recurring tasks.

    Please refer to carldesouza.com/.../

    If you don't have a license for Power Automate, then you could use workflow to implement it.

    Please refer to crmtipoftheday.com/.../

  • Suggested answer
    meelamri Profile Picture
    meelamri 13,216 User Group Leader on at
    RE: Reoccurring tasks for salespeople

    Hi, 

    You can use flow for this scenario. 

    Please refer to this post: https://docs.microsoft.com/en-us/power-automate/run-scheduled-tasks

  • Suggested answer
    M.Azwar Alam Profile Picture
    M.Azwar Alam on at
    RE: Reoccurring tasks for salespeople

    Hi 

    You can use workflows. Following link might help you. 

    https://www.axpulse.com/2018/01/10/scheduling-recurring-workflows-in-microsoft-dynamics-365-crm-cloud/

    If you are using On-Premise then it is better to use console app and schedule it because Workflows takes resources as well

    Mark answer as verified, if it is feasible for you

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