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ReportI have to send an Escalation Email to the Manager , if Lead is not updated within 2 days.
Guys help me..
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I have to send an Escalation Email to the Manager , if Lead is not updated within 2 days.
Guys help me..
*This post is locked for comments
Follow below steps :
1. Create a calculated field that holds the difference of days between modified on and current date.
2. Create an on demand workflow which sends email checking the calculated value to be greater than 2.
3. Create a daily batch job to schedule the created on demand workflow.
There are 2 options and you may want to test which works for you -
1. Run a daily batch job that will check for all leads created in the 2 days earlier and checks the last updated date. If the last updated is different than the created date the email is not sent to the manager. If it is same send the email. There are ways to run a regular batch job for Dynamics 365.
2. As soon as a Lead is created, a work flow is triggered. The work flow waits for 2 days (WAIT condition) and than checks the last updated date on the Lead. Use the logic above to send email.
This option may not be good if there are too many leads created.
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