Birthday Email Workflow or Plugins every day.

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Posted on by lawix10

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I have a requirement to send birthday emails in dynamics to contact,

is this best achieved with a workflow or plugin,

because i want the workflow to run like 7am everyday. So not sure of pluings.

have implemented similar requirement on Siebel with this logic.

How can I achieve this with a workflow.

have already created a calculated field to check if it is a contacts birthday.

I can also do this with plugins, but how can i make the plugin trigger once a day at a certain time

am assuming the pluing logic is to query all contact record (using a LINQ query) , check if its their birthday and send a birthday email if it is. what about the email template?

Also the previous logic to get the birthday was this

IIf([Birth Date] IS NULL,"N",IIf(Left([Birth Date],6)=Left(Today(),6),"Y","N"))

So how best can this be achieved on dynamics CRM considering it will happen on a daily basis .

Regards

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ashlega 34,477 on at

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RE: Birthday Email Workflow or Plugins every day.

Hi Adeyemi,

there is no "scheduler" in Dynamics other than bulk delete jobs schedule.. so, personally, I like the approach described here since you have control over the time when that workflow will start:

www.crmsoftwareblog.com/.../using-the-bulk-deletion-process-to-schedule-recurring-workflows

So you'll basically need to create a custom entity that will have a lookup to the contact and a datetime field (next birthday).. you can setup bulk delete job to delete all records (for that custom entity) where "next birthday is today".. the workflow will trigger on delete.. Through that lookup, you'll be able to get to the contact and to send an email.. upon the completion of the workflow, you'll just need to create another custom record, set the lookup to the same contact, and set that date time field to the next birthday

Otherwise, if you want that kind of precision (7am).. you might create a console application and schedule it somewhere

PS. And you might also have a look at the Azure Functions:

http://www.itaintboring.com/dynamics-crm/azure-functions-and-dynamics/

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