In our system all users must create a record of a certain entity every week.

Is it possible to create a workflow which will send an email to all the
users that didn't create their weekly record in this entity ?

Kay

RE: CRM 4.0, Workflow when record is not created ? by mscrmexpert

mscrmexpert
Sun Feb 10 06:34:00 CST 2008

Yes you can create workflow and check the condition user created entity or
not, if not then send them email notifications.

for more see CRM Workflow manager help.
--
Regards,
Imran
MS CRM Certified Professional


http://microsoftcrm3.blogspot.com

Chat with me on MSN / Gmail / Skype : ID Is :.. mscrmexpert@gmail.com



"Kay-Christian Wessel" wrote:

> In our system all users must create a record of a certain entity every week.
>
> Is it possible to create a workflow which will send an email to all the
> users that didn't create their weekly record in this entity ?
>
> Kay
>
>
>

Re: CRM 4.0, Workflow when record is not created ? by Kay-Christian

Kay-Christian
Sun Feb 10 11:51:52 CST 2008

Thanks Imran,

Is it correct that this workflow must be created on the Users entity, and
that it will check this other custom entity from this workflow ?

Maybe I must create this workflow in Visual Studio ?

I've been trying for some time without success. I'm an absolute beginner
when it comes to CRM and Workflows.

Kay


"Imran-mscrmexpert" <mscrmexpert@gmail.com> skrev i melding
news:A6D88838-B763-4107-9A96-57948BD0A188@microsoft.com...
> Yes you can create workflow and check the condition user created entity or
> not, if not then send them email notifications.
>
> for more see CRM Workflow manager help.
> --
> Regards,
> Imran
> MS CRM Certified Professional
>
>
> http://microsoftcrm3.blogspot.com
>
> Chat with me on MSN / Gmail / Skype : ID Is :.. mscrmexpert@gmail.com
>
>
>
> "Kay-Christian Wessel" wrote:
>
>> In our system all users must create a record of a certain entity every
>> week.
>>
>> Is it possible to create a workflow which will send an email to all the
>> users that didn't create their weekly record in this entity ?
>>
>> Kay
>>
>>
>>


Re: CRM 4.0, Workflow when record is not created ? by BlueSky

BlueSky
Sun Feb 10 20:42:20 CST 2008

Hi Kay,

Please explain in detail and other users will be able to help you get what
you are looking for.
Just be patient and pick up the clues.



"Kay-Christian Wessel" <kayhanse@start.no> wrote in message
news:ORc8i2AbIHA.300@TK2MSFTNGP02.phx.gbl...
> Thanks Imran,
>
> Is it correct that this workflow must be created on the Users entity, and
> that it will check this other custom entity from this workflow ?
>
> Maybe I must create this workflow in Visual Studio ?
>
> I've been trying for some time without success. I'm an absolute beginner
> when it comes to CRM and Workflows.
>
> Kay
>
>
> "Imran-mscrmexpert" <mscrmexpert@gmail.com> skrev i melding
> news:A6D88838-B763-4107-9A96-57948BD0A188@microsoft.com...
>> Yes you can create workflow and check the condition user created entity
>> or
>> not, if not then send them email notifications.
>>
>> for more see CRM Workflow manager help.
>> --
>> Regards,
>> Imran
>> MS CRM Certified Professional
>>
>>
>> http://microsoftcrm3.blogspot.com
>>
>> Chat with me on MSN / Gmail / Skype : ID Is :.. mscrmexpert@gmail.com
>>
>>
>>
>> "Kay-Christian Wessel" wrote:
>>
>>> In our system all users must create a record of a certain entity every
>>> week.
>>>
>>> Is it possible to create a workflow which will send an email to all the
>>> users that didn't create their weekly record in this entity ?
>>>
>>> Kay
>>>
>>>
>>>
>



Re: CRM 4.0, Workflow when record is not created ? by Scott

Scott
Mon Feb 11 22:28:31 CST 2008

On Feb 10, 8:42=A0pm, "BlueSky" <discussi...@microsoft.com> wrote:
> Hi Kay,
>
> Please explain in detail and other users will be able to help you get what=

> you are looking for.
> Just be patient and pick up the clues.
>
> "Kay-Christian Wessel" <kayha...@start.no> wrote in message
>
> news:ORc8i2AbIHA.300@TK2MSFTNGP02.phx.gbl...
>
>
>
> > Thanks Imran,
>
> > Is it correct that this workflow must be created on the Users entity, an=
d
> > that it will check this other custom entity from this workflow ?
>
> > Maybe I must create this workflow in Visual Studio ?
>
> > I've been trying for some time without success. I'm an absolute beginner=

> > when it comes to CRM and Workflows.
>
> > Kay
>
> > "Imran-mscrmexpert" <mscrmexp...@gmail.com> skrev i melding
> >news:A6D88838-B763-4107-9A96-57948BD0A188@microsoft.com...
> >> Yes you can create workflow and check the condition user created entity=

> >> or
> >> not, if not then send them email notifications.
>
> >> for more see CRM Workflow manager help.
> >> --
> >> Regards,
> >> Imran
> >> MS CRM Certified Professional
>
> >>http://microsoftcrm3.blogspot.com
>
> >> Chat with me on MSN / Gmail / Skype : ID Is :.. mscrmexp...@gmail.com
>
> >> "Kay-Christian Wessel" wrote:
>
> >>> In our system all users must create a record of a certain entity every=

> >>> week.
>
> >>> Is it possible to create a workflow which will send an email to all th=
e
> >>> users that didn't create their weekly record in this entity ?
>
> >>> Kay- Hide quoted text -
>
> - Show quoted text -

I am going to go ahead and say that this is not possible in the
fashion that you are thinking without an external assembly to call. I
could be wrong, but workflow in CRM 3.0 is really not great at that
specific type of task.

A solution that may not take too much time; create a report that lists
the users who should complete the required data entry, add a column
for status (i.e. completed or missing) and use the report scheduler to
deliver the report weekly to people who can enforce the business
process.

Scott
www.easiintl.com