Microsoft Dynamics CRM (Archived)

How can I create a recurring workflow activity

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Posted on by Jeremiah

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Hi there,

I need a functionality in CRM.

Some selected users have few tasks to perform in CRM. In other for them not to forget when these tasks should be done, I want to create a reminder alert or better still make use of the Activity menu in CRM that will always recur let's say once a week or one a month.

Unfortunately, there is no Recurring feature in CRM like we have it in Outlook!

How can I create this process that will auto-remind the users at a specified time-interval.

Thanks

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Aileen Gusni 44,524 on at

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Hi Jeremiah,

Try to create recurring Appointment is one of the ways.

Otherwise create a workflow that run 'in schedule'

www.youtube.com/watch

alexanderdevelopment.net/.../scheduling-recurring-dynamics-crm-workflows-with-fetchxml

crmbusiness.wordpress.com/.../crm-2011-how-to-schedule-recurring-workflows-in-crm-2011

gonzaloruizcrm.blogspot.com/.../quite-often-we-have-business-process.html

Or create the Task Scheduler console app.

This one is kind of overkill but might work as well.

The easiest way is using the OOB Feature, actually, that is recurring Appointment to make recurring feature like Outlook.

It would be great if you take a look on this feature.

See these references:

www.magnetismsolutions.com.au/.../Recurring_Appointments_in_Dynamics_CRM_2011.aspx

www.powerobjects.com/.../activities-in-crm-2013

blogs.msdn.com/.../power-user-tip-end-series-for-recurring-appointments.aspx

Hope this can help you!

If not, just reply again.

Thanks.

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Mahadeo Matre 17,021 on at

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Hi..

Here are some links.. which might be helpful for you to schedule workflow.

blogs.msdn.com/.../scheduling-recurring-workflows-in-microsoft-dynamics-crm-2011-online-and-on-premise.aspx

gonzaloruizcrm.blogspot.com/.../quite-often-we-have-business-process.html

www.powerobjects.com/.../create-recursive-or-scheduled-workflows-in-crm

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Jeremiah 2,555 on at

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Thanks alot Aileen for your post, it really helped!

I really like the Recurring functionality of the Appointment activity.

However, I noticed a few issues:

When I specified the recurrence pattern to be daily and I specified the range of occurrence, the activities for all the days specified crowd "My Activity" view. That is, from day 1 to day 2 and so forth as you can see from the screenshot below!

I want the activity to come into the view on each day, not everything to come at once.

Thanks

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Aileen Gusni 44,524 on at

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Jeremiah,

It's matter of view.

Because the "My Activity" view by default will show all or you can apply filter by the due (you can see in the filter view selector right for the due?)

If you want to show day by day you can apply new filter.

Create a New View or Save as from My Activity if you think you can use it as template, for example My Today Appointment.

Then filter only display the today/tomorrow appointment

Just add the start date and set to today

So, day by day it will appear.

Hope this helps.

Thanks.

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Jeremiah 2,555 on at

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Hi Aileen, thanks for your help so far.

However, I want to include a functionality... I want emails to be sent to the Activity parties once the Start time has been reached.

I tried to build a workflow but the mail did not send...please check the screenshot of the workflow query:

Also, the To field of the Email properties:

Thanks

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Aileen Gusni 44,524 on at

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Hi Jeremiah,

The email didn't send because of the status is failure/pending or because no email created?

Please check the email activities, any email activity created or not?

You already have the Email Queue (valid and correctly configured) from the Sender Queue?

Are you using email router?

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Jeremiah 2,555 on at

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Hi Aileen,

An email activity was created and the status says Completed.

The email router is also configured, emails are being sent from the system.

I just want to be sure that the workflow queries are valid, especially, the part that says....

If the Pattern Start time On or After Start time

Is this expression correct?

Thanks again

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Aileen Gusni 44,524 on at

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Hi Jeremiah,

Understood.

Okay, can you try to keep the logs whether it passed the condition or not.

I am not sure with your Status Reason criteria..

Can you screenshot one of the recurring appointment?

Thanks.

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Jeremiah 2,555 on at

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Hi Aileen

Please see the screenshot below:

Thanks

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Aileen Gusni 44,524 on at

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Jeremiah,

Double click, please..

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