I am using CRM 2011. I have one marketing list which is dynamic. In this dynamic marketing list, i have list of contacts which have value in specific date field to Today. What i need to do is, i need to send email template to all these contact(dynamic marketing list). After that i also need to update that date field. I need this process automatic. Is it possible?
If yes, how can i do that?
if you look around you will see the proble is CRM doesn't have a way to schedule workflows
you can find some third party applications for that
the way is to write a console application with sdk to get the email from the list and insert into the email entity
how to access marketing list:
how to send email:
that you can put this console application on windows task manager
this also could help
I Hope I could help. If I have answered please mark as 'Answer'. If was just helpful, please vote. Thanks and happy coding!
Here's an easy solution that allows you to schedule a workflow to run every day against any set of records you can return from a FetchXML query: Executing Dynamics CRM workflows based on a FetchXML query. This solution works entirely inside of CRM.
The way you would use it would be to create a workflow that sends an e-mail to a contact and updates the date field you mentioned. Then you would use the scheduling solution in the link above to run it for the correct contacts on a daily basis.
Blog - http://www.alexanderdevelopment.net
Twitter - http://twitter.com/lucas_is
Rockstar 365 - http://rockstar365.com/lucas_is
- Proposed as answer by MubasherSharif Monday, July 29, 2013 6:54 AM