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.
- create new entity called scheduled e-mail
- create of e-mail fields need recreate date field send e-mail out by.
- create workflow on scheduled e-mail entity wait until specified date.
- 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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