dynamics crm - How to send email at specied time and date in crm 2011 -


after selecting lead , if email button ribbon selected , email form opens , here possible set time , date email send.

i tried "actual start , actual end , due date etc" mails sends immediatly after send button pressed.

is there other ways set date , time sending email.

thanks in advance.

i don't think there great out of box solution looking for. however, depending on version of crm using (online vs on premise) can create workflow fire off of 1 of date fields being set (or custom one) , wait until specified time. send have create workflow assembly (on prem @ time believe) send e-mail record out.

if online or want not add code can still trick. there drawbacks such e-mail text only, not able recreate activity party lists , other things. here do.

  1. create new entity called scheduled e-mail
  2. create of e-mail fields need recreate date field send e-mail out by.
  3. create workflow on scheduled e-mail entity wait until specified date.
  4. after step use "send e-mail" step send e-mail , copy on of fields need.

this isn't perfect solution, work no code.

hope helps!


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