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Hello, I need to send an email at the end of the every day with some records. There is some way to do it?
Thank's.
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Hi Luis,
You could create recursive or scheduled workflows for achieving this requirement.
See: www.powerobjects.com/.../create-recursive-or-scheduled-workflows-in-crm
Also go through the following community thread.
community.dynamics.com/.../150508
Hope this helps.
Hi Luis,
If you want to email details about some records from a query, you can do that with Workflow Elements - free download at www.kaskelasolutions.com. Here's an example where you can send an itemized receipt: kaskelasolutions.com/how-to-send-an-itemized-receipt-2
You'd want to do the same thing but in the workflow just change the query to whatever records you want. It'll return the query results and you can embed it as an HTML table in your email.
Hope this helps! I'd appreciate if you'd mark this as Answering your question.
Thanks,
Aiden
Hi,
it probably depends on whether you know the list of records in advance or not. If you simply wanted to start a workflow daily at predefined time, you might use a bulk delete job:
community.dynamics.com/.../tip-346-scheduling-daily-bulk-delete-jobs
Create a new entity, create one record, set up a bulk delete job, attach a workflow (ondelete of that record), and, in that workflow, create another record of the same type. That way, it'll be an endless cycle that will keep running daily.
You may still need a custom workflow activity to actually do something with the records you need if that involves a query etc.
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