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We have to implement a new business process. The system must send a notification to the manager 24 hours after an opportunity Is created based on the date of the next best action. Which type of process should i implement?

Posted on by 110

We have options are like:
A. synchronous workflow
B. asynchronous workflow
C. Microsoft Dynamics 365 dialogs
D. Business process flow (BPF)

Please let us know and explain why?

Thanks.

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  • Verified answer
    ashlega Profile Picture
    ashlega 34,475 on at
    RE: We have to implement a new business process. The system must send a notification to the manager 24 hours after an opportunity Is created based on the date of the next best action. Which type of process should i implement?

    Hi Tomar,

     this kind of questions are easily answered by eliminating the wrong answers. Just how do you imagine using A, C, or D for the delayed notifications??

  • Shahbaaz Ansari Profile Picture
    Shahbaaz Ansari 6,203 on at
    RE: We have to implement a new business process. The system must send a notification to the manager 24 hours after an opportunity Is created based on the date of the next best action. Which type of process should i implement?

    You can also refer this link : www.powerobjects.com/.../create-recursive-or-scheduled-workflows-in-crm

    Thanks,

    Shahbaaz

  • Verified answer
    Shahbaaz Ansari Profile Picture
    Shahbaaz Ansari 6,203 on at
    RE: We have to implement a new business process. The system must send a notification to the manager 24 hours after an opportunity Is created based on the date of the next best action. Which type of process should i implement?

    Hi Tomar,

    For sending notification, you can use workflow and that also Asynchronous as it runs in background.

    You can flow below links for creating Async workflow :

    community.dynamics.com/.../212066

    ledgeviewpartners.com/.../dynamics-crm-e-mail-workflow

    itsolutions.bdo.ca/.../how-to-create-an-email-notification-workflow-in-microsoft-dynamics-crm-2015

    Hope this help you.

    Thanks,

    Shahbaaz

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