I have a scenario for Dynamics CRM Online as follows: On the case entity, the maximum time allowed for case resolution is 48 hours, the first warning email should go out after 24 hours of case creation. If the case is not resolved within 48 hours a warning email should go out every 12 hours till it is resolved. How can this be implemented?
Your best bet is implementing a scheduled EXE to look at the open cases and send the emails, CRM isn't really designed for this kind of recurring operations.
You'd be able to leverage Email Templates from SDK aswell, so it's actually not a hard at all solution (that's how we implement this kind of requirement usually too)
Microsoft Flow integrates with CRM Online and allows you to configure scheduled workflows.
CRM 2011
You should try Timeout (Wait is other option) in CRM Workflow to achieve the requirement.
http://www.powerobjects.com/2012/10/12/time-condition-based-workflows-in-crm-2011/
While creating case & after the reminder sent, you can set the next checkpoint time & workflow can send the reminder email once checkpoint time is reached (after checking the current status)
CRM 2013
SLA feature is introduced & refer the below link to implement it
https://community.dynamics.com/crm/b/crmmusings/archive/2014/06/09/dynamics-crm-2013-part-iii-service-management-sla-39-s
Related
the background of this question is that our company is now using SharePoint 2007 and we can book a meeting room through the calendar,
we want to send email to remind people who have booked the meeting room 3 days before the starting time of the meeting.
We tried to use workflow to send the reminders automatically but we failed, the workflow setting has paused on "in progress" stage.
We would like to ask is there any alternative way instead of using workflow can fulfill our target?
There are restrictions for us.
1. We try to prevent using 3rd party tools.
2. We want to minimize the changes we made in the server.
You would need to write a TimerJob which could run on a daily basis and look at the meetings in the SharePoint List to send emails if it is needed.
I you already have NINTEX running in your Company this could also be an option. But default SP Workflows couldnt do this job.
After December Roll Up 12 updated CRM supports the Custom Workflow.
But it is registered in Sandbox mode because of CRM online version.
So, for custom WF execution time is 2 min?? like PlugIn??
I used Custom WF instead of PlugIn due to execution time limit.
Then what is the use of Custom WF in CRM online??
Please help me from this confusion about time limit of Custom WF in CRM online version.
Any idea will be appreciated.
Thanks in advance.
Yes, Custom Workflow Activities inside CRM Online have the 2 minutes execution limit as Plugins.
The limit cannot be changed.
How can I get the new Polaris UI that was supposed to be released December? I heard it was released then was recalled. How can I access a beta copy for a client demo?
If you are referring to the "On-Premise" version, then this has not yet been released.
For client demos, you could sign up for a free 30-day trial for CRM Online (no credit card details needed). Since around mid-January, all CRM Online trials are automatically preloaded with the Polaris updates.
The Rollup 12 (v2) for CRM 2011 On-Premise has just been re-released.
Check it out
http://www.microsoft.com/en-us/download/details.aspx?id=36229
The update roll-up 12 has been released and taken back due to bugs.
However, if you go to crm.dynamics.com and register for a free CRM On-line account (that will last you for four weeks before you need to pay), you'll get what you wish.
It's my understanding that the biggest change is the process driven UI that is supposed to substitute the forms. Haven't tried it out, yet, but it looks interesting.
Frankly, I was expecting more visual changes in the the version so I'm a little bit disappointed. But it's definitely a step in right direction!
Does anyone know of a way to prevent access to, or highlight, a specific day in a Sharepoint calendar? The intent is to show which day(s) are not available for a given task.
I have already fashioned a Workflow that would email a user, but it needs to be visual as well - people need to see at a glance what days are avaiable.
Any have any ideas? I'm running on SBS 2008 with WSS 3.0 .. I also have Sharepoint Designer 2007 installed, if it can be leveraged.
Personally, I would do this by creating a new event receiver to run on the calendar. This event receiver should run on new / updates, and should configure item level permissions for any event on that specific day. If you break the item's permission inheritance, and remove read access to all items on that day, no one would be able to see the task.
Obviously, always be very careful when working with item level permissions.
Good Morning,
I'm using SharePoint Designer 2007 to create a workflow for a MOSS site I have created.
What I'm looking to do is have the workflow send out an email if a document in the library hasn't been modified for the past 30 days (and it's Status field is not set as "Closed"), but I'm stumped as to how I can do this.
Any help would be greatly appreciated!
Thanks!
You could try using the "Pause for duration" action (under "Core Actions" when you are adding an action to your SPD workflow).
However, I've worked on something that had a similar requirement and we decided that workflow was not the best option. We have a console application that is scheduled to run everyday and queries the list for "old" items. If it finds any old items, then it sends out an email to the user.