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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Email notification onc...
Microsoft Dynamics CRM (Archived)

Email notification once a Day

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Posted on by Turbo Forms 275

Hi Guys

I ran into this problem today. We got this workflow which send an email to owner when a record is created with status pending. New requirement is, after sending the email we need to wait for 2 Days to see if its 'completed' if not send an email again if its still 'Pending' every 1 day untill its approved. I timed out the workflow for 2days after creation and then an if condition to check the status and then an Email. But how can I repeat the last 1day email condition? 

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  • Verified answer
    Joseph McGregor Macdonald Profile Picture
    Joseph McGregor Mac... 595 on at
    RE: Email notification once a Day

    You should be able to achieve this with my scheduled workflow solution which you can download on github so feel free to try it out. Download the managed solution here

    Basically you could configure a workflow task record to send an email notification to all users who own records which are more than 2 days old and still active,  You could configure the process to do this daily. This system would send an email with a list of relevant records to each user with links

    The article here gives some details of the solution and how to configure the processes

    Basically you would

    • Ensure the person to be notified is the owner of the records
    • Create a system view of the records which are more than 2 days old and still active
    • Create a workflow task of type "View Notification" configured to send to each record owner and set it to to run on a schedule of 1 day

    Hope this helps

  • Verified answer
    Rajkumar Rajaraman Profile Picture
    Rajkumar Rajaraman 18,108 on at
    RE: Email notification once a Day

    Refer this:

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

  • Aric Levin Profile Picture
    Aric Levin 30,188 on at
    RE: Email notification once a Day

    Easiest way is probably call a child workflow which will be recursive and will run the process every 24 hours until a particular condition is met.

    Hope this helps.

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