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ReportHi ,
I need to notify the account manager if no activity is logged for more than 15 days.
Kindly let me know how it could be achieved through OOB WF.
TIA
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Hi ,
I need to notify the account manager if no activity is logged for more than 15 days.
Kindly let me know how it could be achieved through OOB WF.
TIA
*This post is locked for comments
Trigger a wait workflow to wait 15 days on creation of the record and get the date difference between the execution time and rollup filed date. If it is less than 15 days create a new wait job the trigger time is rollup filed value + 15 days, If the difference is 15 days or more then send the notification.
Hi Divya,
You can use an OOB wait workflow to achieve this, as shown below:
once this condition elapses, you need to check if any activities were created (might need a custom workflow step) and then notify the Account manager accordingly.
If my answer helps you, please mark it as verified.
Yes you can achieve this by using wait condition in workflow.
I created the Rollup field as below:
www.encorebusiness.com/.../track-last-activity-date-dynamics-crm-dynamics-365
Kindly let me know the detailed step to check it with numerical field.
what value should be in custom numerical field?
Please find the activities count (crm rollup fields) and if there is no increment on activity count you can send a email notification using a wait workflow.
Create a custom numerical field,
Create required rollup fields to find the activities count
Check is rollup filed is greater than numerical filed
Send the notification
Update the total activities count to the custom filed using workflow
re-trigger the workflow in 15 days wait period time.
Please let me know if you have questions.
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