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I have a scenario : I am using Dynamics 365 online.
I have created a custom field "LeadStatus". I want to schedule an email notification containing all the leads whose LeadStatus=0 everyday to owners of the leads automatically using Workflow.
Please provide step by step procedure to create workflow.
Thanks.
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Agree with Henry in general, but, then, you can try something simple.. Especially if the exact time of those notifications is not that important, you might create a recurring worfklow on the lead entity:
www.powerobjects.com/.../setting-up-recurring-workflows-in-dynamics-crm-2016
Just make it trigger on the change of the lead status:
- If lead status = 0
- Then wait for 24 hours
- If lead status is still 0
- Send an email
- Start itself as a child workflow on the same lead entity
I don't think workflows are the way to go:
- They are not meant to run automatically on a given frequency
- Out of the box, they can't provide a details on a list of records.
So I would suggest you look at hosting this kind of logic externally.
Now, if it is a small deployment of CRM with a low volume of records, you could tweak the CRM to acheive this:
1. Use this technique to schedule workflows to run periodically: www.crmsoftwareblog.com/.../using-the-bulk-deletion-process-to-schedule-recurring-workflows
2. Develop an action as a custom workflow activity (requires C# skills) to retrieve the desired set of records (to display the list of leads with LeadStatus=0)
3. Use the output of this action in your e-mail notification body in your workflow
Now it is a lot of effort. Can't your users check a CRM dashboard or Portal page daily to get the information?
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