Hi,
How to send reminder emails weekly once to crm users using workflows or any other options in dynamics CRM 2016?
Thanks,
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There's a lot of way to achieve this. One of the way is explain by this post: crmtipoftheday.com/.../recurring-tasks-in-dynamics-365
But in there, the author also stated that he/she don't like recurring workflow which same with me. One of my experience is because if we using wait condition. You will see in your system job there's job that will hang there until it will executed. So what I do is creating small program that will trigger by Windows Event Scheduler. With this, the resources will be more efficient compare to the way that you thinking right now.
I have some similar business requirement to close an activity on a daily basis.
Refer here - [View:https://vjcity.blogspot.com/2019/06/how-to-create-recurring-workflow-in.html:750:50]
Hi Naveen,
Please refer below blog for reference:
us.hitachi-solutions.com/.../
Also make sure that time out until should be 7 days in your workflow.
There are two ways you can do this.
You can use one of the solutions below or take a look at an article I wrote a while back:
community.dynamics.com/.../recurring-crm-plugin-execution-using-workflows
If you are using CRM Online, you can create a scheduled flow and set it to run per your desired schedule.
Hope this helps
You can use Scribe script or Microsoft flows to send reminder emails. Please find the below link for your reference.
www.techairgroup.com/.../
www.syvantis.com/.../how-to-use-microsoft-flow-to-automatically-send-a-weekly-email-of-open-leads-in-dynamics-365
community.dynamics.com/.../e-mail-reminders-from-dynamics-365
I use a managed solution for scheduling workflows including notifications. I find it much simpler to implement than Microsoft Flow and works well as it is entirely within Dynamics. You could download it and try it out if you wish. It is also open source if you want the source code
This article details how it works josephmcmac.wordpress.com/.../dynamics-365-workflow-scheduler
This link is to the managed solution in the GitHub repository github.com/.../latest
It has 2 features which I use for reminder emails
1. Configure the system to periodically poll a system view and if there are records in it send an email notification to a queue, or the owners of the records. The email contains a table listing the records as well as hyperlinks to open them (if the URL is entered in the configured record)
2. Configure the system to poll a system view and if there are records in it run a workflow against each of them. For notifications just sends an email in the target workflow
The scheduling/recurrence uses a configuration record (custom entity named Workflow Task) for each schedule, and a recurring workflow is run against it. This is all part of the managed solution so you don’t need to implement any of it for a specific schedule instance
It is mostly reliable in maintaining the schedule, especially as I have implemented monitoring including restarts where failures are identified, however the Dynamic workflow can fail for infrastructure reasons. Due to this on rare occasions in some environments I have seen the recurring workflows fail and I have to restart them (turn the configuration record off and on). This has not been a major issue for me though as they rarely fail and I just periodically check they are up and running as part of my support routine by ensuring all the next run dates are in the future
You can create your own workflow schedule solution to schedule your workflows.
You can check this link;
https://www.powerobjects.com/blog/2012/11/09/create-recursive-or-scheduled-workflows-in-crm/
Or, you can use existing solutions to achieve that.
https://alexanderdevelopment.net/post/2016/09/19/updated-solution-for-scheduling-recurring-dynamics-crm-workflows/
Regards,
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