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I want to be able to get a reminder for when a work order is due to start.
For example:
I have a customer who needs me to go out to help set up their computer next week.
To make sure I don't forget about it, I want to receive an email reminding me of it.
How do I go about doing this.
Hi,
There should have series of ways to support this.
1. You can create a Work Flow in CRM running as a background process, and choose wait condition as wait until the Due Date - Today = 7, when the condition is true, you can send a email from the work flow
2. You can use Dynamic CRM SDK to retrieve data and do daily calculation, when the activity happen in next week we can send a email out, This need coding though
Thanks
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