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Microsoft Dynamics CRM (Archived)

Email reminders for timecards

Posted on by 1,320

Hi, I have a requirement to send emails to users if they have not created a timecard after 5 days since the beginning of each week. An additional email would be sent every 24 hrs thereafter until the user creates a timecard. If anyone can guide me on how to accomplish this via workflow it would be much appreciated.

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  • epark06 Profile Picture
    epark06 1,320 on at
    RE: Email reminders for timecards

    [quote user="Rawish Kumar"]

    Hello,

    you can use recurring workflow

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

    or my personal fav and i have used it : community.dynamics.com/.../scheduling-recurring-workflows-in-microsoft-dynamics-crm-2011-online-and-on-premise

    mark my suggestion as verified if helpful

    [/quote]

    Thanks, my issue is how to automatically run the workflow on the users that initially meet the criteria (not on-demand). I'm thinking maybe a timestamp field on the user record that records the date of the first timecard created for the current week...but unsure exactly how to do this or if this is the best way of doing it.

  • Suggested answer
    Rawish Kumar Profile Picture
    Rawish Kumar 13,756 on at
    RE: Email reminders for timecards

    Hello,

    you can use recurring workflow

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

    or my personal fav and i have used it : community.dynamics.com/.../scheduling-recurring-workflows-in-microsoft-dynamics-crm-2011-online-and-on-premise

    mark my suggestion as verified if helpful

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