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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / scheduler in dynamics ...
Microsoft Dynamics CRM (Archived)

scheduler in dynamics 365 (v9.0) - send email after one month

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Posted on by Pawar Pravin 5,237

Hi ,

Can we create scheduler in dynamics 365 (v9.0) for email sending purpose after one month. (Except workflow)

Note: I want to send email to consumer based on status of record.

Any idea on this ? Thanks in advance

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  • Suggested answer
    Rawish Kumar Profile Picture
    Rawish Kumar 13,758 on at

    Hi Pravin,

    Can you provide more details on this requirement. When you say after one month? is it after 1 month customer creation.

    and you have also mentioned you dont want to do it using workflow.  the possible solution i can think of writing a simple console application , run it to schedule every day to get customer record and send email. or you can run as per your convenience.

    something like this : rawishblog.wordpress.com/.../send-birthday-email-to-customers-simplest-code-solution

  • Pawar Pravin Profile Picture
    Pawar Pravin 5,237 on at

    Hi Rawish,

    Thanks for reply.

    I want to send email after one month on change of status field. But don't want to use workflow.

    Also is there any OOB functionly that we can use for scheduling purpose in CRM online ? 

  • Verified answer
    Rawish Kumar Profile Picture
    Rawish Kumar 13,758 on at

    Cool, May i know why you dont want to use the workflow. is it because they will have to be in waiting for months or some other reason. Have a look here how i got away from waiting : rawishblog.wordpress.com/.../escape-from-waiting-condition-workflows-microsoft-dynamics-crm-2016

    otherwise , follow this simple approach.

    1. whenever the status changes to desire status. create a simple workflow or business rule if you wish to which will add plus 30 days date to a custom field(create and hide on the form)

    2. create a console application which will run everyday , fetch customer whos custom date field value is today and send email in console application itself.

    its the easiest solution. But try to accomodate it workflows , it will be best as stated above.

  • Suggested answer
    Pawar Pravin Profile Picture
    Pawar Pravin 5,237 on at

    Hi Rawish ,

    Let me try for 30 days approach. Thanks

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