CRM 2016 notification email

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Good day,

I would like to create a notification workflow in CRM 2016 that sends an email after a certain amount of cases has been created for a customer within a month. Will this be possible using a timeout process? What would be the best way to implement?

Thanks,

Nuhr

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Iswarya 1,347 on at

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Hi,

you can use Process wait condition using this check some condition based on condition it will wait,after u can send email

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bialix 370 on at

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Hello Nuhr,

Actually just like Iswarya said, you can use "Wait until conditions" in custom workflow.

You should also create a special field that increases its value with every case for customer. When counter hits definied value then condition is fullfilled.

And, what's more important, you will need another workflow for zeroing field "case counter" every month.

This can be hard, because there's no option to wait "for end of current month" in OOB workflows. If you don't want to dive into codeing, just create workflow on demand, that sets "record counter" to 0 and set reminder for 1st day of every month :)

But if you do not want to solve this in that way, you will have to create plugin.

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Community Member on at

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Thanks for that. Unfortunately it wont be an on demand workflow but needs to run in the background and be a live notification. In other words, once the third case is created a notification automatically is sent out to relevant parties.

I assume this would require dev work?

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Aric Levin - MVP 30,190 Moderator on at

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Take a look at the following blog article.

The logic is for slightly a different purpose and calls plugin, but you can use a similar logic for what you need.

When I have time I will rewrite it for a non-plugin case, as it seems this has been requested from many people.

www.briteglobal.com/.../recurring_crm_plugin_execution_using_workflows

Hope it helps you.

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