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Hi,
Can anyone advice how to do a workflow, which:
1. checks every day if certain conditions are met: contact is active and has a (custom "participation") record created today.
2. wait for 4 days after the participation record has been created.
3. send email to contact who has that participation record created. (this I know how to do)
What else is needed so that this workflow will work??
Thanks for your help in advance!!
Br, Suvi
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... and of course Microsoft Flow can do.. but this is another chapter...;-)
Hi,
As suggested above, you can use the wait/ timeout condition however this will put your workflow in waiting state which may impact your CRM performance.
There is nothing in CRM to which runs on a periodic basis but there is a thirst party utility Workflow Scheduler Solution. Its a solution which when installed, provides you with entity to schedule the workflow. This requires fetchxml to retrieve the records on which you need to run a workflow.
Refer: alexanderdevelopment.net/.../updated-solution-for-scheduling-recurring-dynamics-crm-workflows
Hope this helps.
you might trigger a workflow on create of participation.
there enter the "wait" condition.
after that it might check the precondition and send the mail if still ok.
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