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Scheduled tasks / plugin on CRM 4.0

Is it possible to schedule an impulse on CRM.

I am trying to create a reminder task task for an opportunity object if there was no action in the last week. I would like this to run every week.

Thanks in Advance.

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While there is no such thing as a repetitive workflow in Dynamics CRM, you can simulate this behavior by creating a workflow rule that

  • Returns to creating a record
  • Checks a condition
  • Conditionally performs something
  • Waits for n days / hours / minutes
  • Calling again


Don't forget to mark the rule as "Start as child workflow".

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I think maybe the best approach is to create this functionality in a workflow? I haven't done much CRM lately, but I implemented what you described in Crm 1.2 the same day. This has proven to be very useful for reporting as well as pulling out messages about what sales people make it a habit not to follow up on opportunities.



Best wishes Rihan

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I would recommend using SQL Server Scheduled Job. Although you can use a workflow for this problem, the wait-work-state process is considered to be consumed by the user.

The reason is that the wait-state workflow is stored in memory and needs to be checked periodically for a specific amount of time. In your case, it needs to periodically calculate whether it will exceed one week or not, and if it does, it will load the wait workflow from the database to be executed.

Hello,

Hadi

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