Dynamics CRM 2013

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Posted on by Naveena

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Hi All,

I have a scenario in which user has to qualify lead, there is business process which is applied on lead. In business process there are certain fields before going to next state user has to fill that fields. There is target time line for every field like after filling the first field value if user does not fill the second field value with in 24 HR then a task will be created for that user. Similar process for every field. As per my understanding we can do this by workflow. But workflow there will multiple workflows. Can any one suggest me best optimized solution for it instead of workflow. Thanks in advance.

Regards,

Naveena

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Mithilesh Kumar 10,047 on at

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Hi Naveena,

You need to have something scheduled to achieve your requirement (creating of Task based on field value). In MS CRM you can only schedule workflow for that matter.

Workflows scheduling is also not present 100%. Use of Wait Condition which degrades system performance and makes workflow reside in a Waiting Status until the condition is met.

However, there are other methods also to schedule a workflow. We can use the Bulk Delete system job to achieve this (with a tweak).

Therefore according to me, you are bound to use Workflow.

Hope that helps

Thanks

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