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Microsoft Dynamics CRM (Archived)

Trigger Email if no entry was made

Posted on by 445

Hi,

We've a requirement to trigger an email if no entry was made by the sales persons for the past one week to their respective managers'.

Is it possible?

Thanks.

*This post is locked for comments

  • Suggested answer
    M.Azwar Alam Profile Picture
    M.Azwar Alam on at
    RE: Trigger Email if no entry was made

    For scheduling

    www.powerobjects.com/.../setting-up-recurring-workflows-in-dynamics-crm-2016

    For Custom WF Activity

    msdn.microsoft.com/.../gg334455.aspx

    Mark as verified, if it works for you

  • Elangamban Profile Picture
    Elangamban 445 on at
    RE: Trigger Email if no entry was made

    Any guidance article will be more helpful..

  • Suggested answer
    M.Azwar Alam Profile Picture
    M.Azwar Alam on at
    RE: Trigger Email if no entry was made

    Yes It will work for custom entity but email can only be send to contact, account, lead or user

  • Suggested answer
    sandeepc Profile Picture
    sandeepc 5,005 on at
    RE: Trigger Email if no entry was made

    www.qualtrics.com/.../email-triggers

  • Elangamban Profile Picture
    Elangamban 445 on at
    RE: Trigger Email if no entry was made

    HI, Thanks.

    Will it work for custom entity?

  • Verified answer
    M.Azwar Alam Profile Picture
    M.Azwar Alam on at
    RE: Trigger Email if no entry was made

    Hi,

    You need write custom workflow activity and schedule that activity in wait condition in asynchronous workflow.

    Customer WF activity will fetch record by createdon descending and then compare it with today's date for sending email

    Mark as verified, if it works for you

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