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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Automatic notification
Microsoft Dynamics CRM (Archived)

Automatic notification

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Posted on by Community Member

how it is possible to create an automated notification in Dynamics CRM? for example, I want me to be notified as long as I have not qualified a prospect. thank you!

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    Robert Wittig Profile Picture
    Robert Wittig 1,885 on at

    You could use a workflow.  For example let's say after 10 days if you have not qualified a prospect you can have a workflow send you an email or create a follow up task for a user to qualify or disqualify a prospect.  Also note, if you do a wait make sure you have a parallel wait branch that will stop the workflow if the prospect does become qualified.

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