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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Creating an automated ...
Microsoft Dynamics CRM (Archived)

Creating an automated email reminder

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Posted on by Community Member

Hi,

I am trying to create a automated email that goes out once a week automatically to remind CRM users to enter in all of their opportunities. I am have an issue figuring out how to do this since the trigger will be "Every Friday at 8am".

I have CRM 2015 Online.

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  • Royal King Profile Picture
    Royal King 27,686 on at

    Take a look at below post that has all the steps to schedule a workflow to execute on specified interval

    workflowautomation.codeplex.com

  • Verified answer
    Community Member Profile Picture
    Community Member on at

    That seems to be a exe not a blog.

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    Community Member Profile Picture
    Community Member on at

    Hello Jonatha Kazemaini,

    For CRM Reminder workflows, you can check out this site, which talks about that:

    + Dynamics CRM Reminder Workflows Done Right|community.dynamics.com/.../dynamics-crm-reminder-workflows-done-right

    Also if you want, you can purchase for an app called "REMINDERS" which has a similar style of Outlook reminder alerts if you user Microsoft Dynamics CRM ONLINE 2015.

    + "Reminders" | www.crm-appstore.com/.../2015

    Electronic Resources:

    + Dynamics CRM Reminder Workflows Done Right|  survivingcrm.com/.../crm-reminder-workflows-done-right

  • Verified answer
    Royal King Profile Picture
    Royal King 27,686 on at

    that is a exe if you don't want to use there is a custom workflow to schedule a workflow for recurrence . here is the link to it

    code.msdn.microsoft.com/Executing-Dynamics-CRM-93f3b52a

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    Community Member Profile Picture
    Community Member on at

    Jimena Gaona and Chitrarasan Duraisamy  that's what I was looking for! Thanks!

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