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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Setting Internal alerts
Microsoft Dynamics CRM (Archived)

Setting Internal alerts

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Posted on by Community Member

I am trying to track renewal dates and service contracts in Dynamics CRM 2016. How can I set up automated internal alerts via email  that the contract will be expiring 90 and 30 days in advance?

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  • Suggested answer
    ram r Profile Picture
    ram r on at

    You can set-up a recursive worklow => www.powerobjects.com/.../setting-up-recurring-workflows-in-dynamics-crm-2016

    I would prefer to use azure schedule service or windows scheduled task to achieve the same. As I personally fell they are more configurable.

  • Suggested answer
    ashlega Profile Picture
    ashlega 34,477 on at

    You might also set up a workflow using timeout condition:

    www.magnetismsolutions.com/.../workflow-wait-conditions-best-practices-dynamics-crm-2011

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