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?
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.
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