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Customer experience | Sales, Customer Insights,...
Suggested Answer

send an automatic reminder email to opportunity owners if the opportunity modified-on date is more than 6 months in on-premise

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Posted on by 5

Hi,

I need to send an automatic reminder email to opportunity owners if the opportunity modified-on date is more than 6 months.
I need to send this from the 6th month onwards until the 12th month(monthly 1 reminder email). On the 13th month, I need to change the status of the opportunity.
This is on-premise. I cannot use flow.

Please suggest how can I achieve this.

I have the same question (0)
  • Suggested answer
    SS-01100907-0 Profile Picture
    Microsoft Employee on at

    Hi,

    This can be achieved using workflow or Flow, but since Flow is not an option for you try creating a plugin for the same.

    Thanks,

    Soumen

  • Prabha E Profile Picture
    5 on at

    Thanks Soumen. I have tried it in workflow, but no luck. Could you please guide me how it can be achieved in workflow

  • Suggested answer
    SS-01100907-0 Profile Picture
    Microsoft Employee on at

    Hi,

    I checked few things a t my end and you can do it using workflow but it will be little complicated.

    First create one custom field in opportunity entity called "counter", it should be integer type field.

    Then create a workflow to update this counter every 24 hours. For this you can add a wait condition and a update step in the workflow.

    Then the 2nd workflow, it will trigger on modify date field change and update the counter to 0.

    Now you create a third workflow which will monitor the counter field value and if it is equal to or greater than 180 then you can send email and if the value is below 180 or above 365 no email should go out.

    This is some ad hoc process but you can try this and verify.

    Thanks,

    Soumen

  • Prabha E Profile Picture
    5 on at

    Thank you for your response. This is a good idea. Creating a 'counter' field will work for new records. I need to consider existing opportunities as well.

  • Suggested answer
    Bipin D365 Profile Picture
    28,985 Moderator on at

    Hi,

    Other option would be to write console application and use organization service to interact with CRM from c# code.

    Schedule this console exe in task scheduler on server to run based on your need.

    If found helpful, Please mark my answer verified.

  • Suggested answer
    Pawar Pravin Profile Picture
    5,237 on at

    Since you are using CRM on-premise version I would suggest to use console application for recurrence so that you will be able to handle trace log file as well.

    Please refer below url to create schedule:

    active-directory-wp.com/.../How_to_add_a_cron_job_on_Windows.html

    To connect CRM service with console application refer below url:

    www.magnifez.com/.../

  • Sakti Profile Picture
    15 on at

    This can be achieved by creating a scheduled flow in power automate.  And set the interval as 1 and frequency as month and apply those conditions then achieving the reminder mail as monthly basis.

  • Suggested answer
    Viktorparada Profile Picture
    120 on at

    Hi Prabha, how have you been?

    What about create a custom workflow?

    The custom workflow will go through all your opportunities based on the criteria Modified On older than x months. For each found it Opportunity will create an email to send to the Owner of the Opportunity.

    This Custom workflow will be triggered based on a Workflow (Process). You can add to the Workflow a wait condition to be executed each 24h to call himself. The first time must be triggered manually, after that the Workflow will work alone.

    In this wait the control will be directly in the system and not in the server.

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