Dynamics Community Forum Thread Details

Creating a Workflow/Process to create a reminder

Hi All,

My boss has asked me to get this setup and I'm not sure where to start.

What he wants is a button on the Cases Ribbon on forms. When I click this button a dialog opens and I can set a date and time and add some text. I will then receive an email at the specified date and time with the text.

Question 1: Is this possible without knowledge in code?

Question 2: Can someone point me to an article or something that could give me an idea of what I need to do?

Thanks in advance

Ethan

Hello Ethan,

Ribbon Workbench will take care of the adding a button. You can tie the button click to a workflow that does the reminder part of the requirement. Here is a link to a step-by-step for adding a button and assigning a workflow: [View:https://ribbonworkbench.uservoice.com/knowledgebase/articles/132235-create-a-workflow-short-cut-ribbon-button-no-code:750:50].

If you need help creating a workflow, here is a link for that too: https://www.quantacrm.com/2017/06/05/email-notification-workflow-dynamics-365/

Regarding the pop-up window, the user dialog feature that is available is deprecated, and I wouldn't advise using this. Instead, you could add a couple fields on the case form that would allow you to enter reminder information that will be added to the email template.

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