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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Sending email to the e...
Microsoft Dynamics CRM (Archived)

Sending email to the every 10 th phone call record

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Posted on by yify 1,023

Hello Team,

I have a requirement where I have to send an email to contact whenever a 10 th phone call record is created.

Can this be created through workflow or plugin? I am assuming that this can be created through workflow but how do I send an email to every 10 th person.

Any help or guidance in achieving this will be highly appreciated.

Thanks!

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  • Suggested answer
    Felippe Profile Picture
    Felippe 796 on at

    I'm not sure if this are the better solution, but i saw two ways

    1- You can use a custom workflow thats will run at each phonecall record are created and checks on the phonecall entity how much records are created for some contact, if is the 10th phone call, call the Send Email task at the workflow.

    You can do a preCreatePlugin to autoNumering on a custom field like  "prefix_counter", and  if the number % 10 are equal 0. Fire a workflow or update some flag, that will fire a workflow wich have the "Send Email" step.


    Also see: https://www.greenbeacon.com/insights/how-to-implement-robust-auto-numbering-using-transactions-in-microsoft-dynamics-crm/
    https://crm2015autonumber.codeplex.com/

    If this solves, please mark as "Verified Answer".

  • Suggested answer
    Neil Parkhurst Profile Picture
    Neil Parkhurst 10,727 User Group Leader on at

    This should be fairly simple, with two work flows.

    Create a workflow that fires on create of phonecall. Have it increment a counter on the regarding contact. (I am making an assumption here that the calls will be regarding the contact and not just "to" the contact. In this workflow you will need to establish when to update the contact as obviously not all phone calls will be regarding a contact. Something similar to what I have shown below should work.

    5661.Capture.PNG

    Then on the contact have a second workflow that is triggered each time the counter changes. If the counter is equal to 10 then reset the counter to zero and send the email.

    Hope this helps.

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