How to create a repeating schedule workflow rule

Tuesday, February 10, 2009

I am often asked by my clients if Microsoft Dynamics CRM 4.0 can automatically schedule and perform a repeating task, such as sending an email notification to a Contact every year or adding a Note to a Contact record every day. One trivial solution to this problem is developing a custom module that will be repeatedly launched by Windows Scheduled Tasks feature or Windows Service and perform the required task. Another solution, one that does not require writing code, can be implemented using the Work Flow engine. Let’s take, for example, a...