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
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
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
Any guidance article will be more helpful..
Yes It will work for custom entity but email can only be send to contact, account, lead or user
HI, Thanks.
Will it work for custom entity?
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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