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Altriva Solutions Blog - CRM (Microsoft Dynamics CRM), SharePoint (MOSS), Application Development, and Integration Solutions.

How to trigger reminders off dates within Microsoft CRM

Posted by: Hoss Hostetler on 3/3/2009 | 0 Comments
  • Categories:
  • CRM
This past month a few questions were asked in the CRM newsgroup and forums about how to trigger reminders off of dates within Microsoft CRM. I thought this would be a good discussion topic to discuss the options along with some Pros and Cons of each option. A few examples of the questions we have seen are: "Let's say I want to be notified 3 days in advance about birth dates of all the contacts in the system" "I want a reminder sent to the owner of a case 3 days before the due date of the case" "Is there a way to send a note to a manager if a case is untouched after 4 hours"
 


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    Recent Comments

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    "Hi Lee -- I would just create one-off workflows for each user in your system in that case. Or, create a number of sync users for yourself, and then bulk edit those sync users to another record." Read more
    by Phil Edry on Allow Multiple Users to Sync the Same Contact to Outlook Effortlessly with Microsoft CRM

    "Norbert and Jeff -- CRM Online couldn't support this exact setup due to current limitations with plug-ins. However, a different integration could be developed that would work with Online and BPOS. If you'd like additional information, please feel free to email info@altriva.com." Read more
    by Phil Edry on CRM to SharePoint Site Creation and Clients List Integration

    "great article thanks Would the CRM security model be adhered to by the calendar? I have 30 business units in CRM and want a shared calendar at the BU level but for users to only see the records from thier BU and not the whole system. Would be nice not to have to build multiple calendars?" Read more
    by Jeff Murtari on Adding a Custom Calendar to the CRM UI

    "I also have the same question as Norbert. I'm very interested in this if you're able to do this with CRM Online. " Read more
    by Jeff Snyder on CRM to SharePoint Site Creation and Clients List Integration

    "Would i be able to do this with the online versions of CRM and BPOS? " Read more
    by Norbert on CRM to SharePoint Site Creation and Clients List Integration

    "Thanks guys this has solved a major hurdle for us. I may be missing something obvious here but is it possible to modify the workflow, so that "Sync User" can be selected as we have a situtation where the PA would like to set the 'Sync User' for multiple contacts as their manager." Read more
    by Lee Southam on Allow Multiple Users to Sync the Same Contact to Outlook Effortlessly with Microsoft CRM

    "Good example... event more flexible then CRM Customization Manager" Read more
    by Peter Olsson on Export CRM customizations using PowerShell

    "Thanks! I encountered this same error, so this was helpful. It would be nice to know what attributes are causing the problem. I heard that some rollups actually changed the size of some attributes. I'm not sure how that would be related to CRM Online or if it could be impacted by the date the organization started using CRM." Read more
    by Gretchen Mann on Importing Customizations from one CRM Online Instance to Another CRM Online Instance

      
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