I'm new to Dynamics CRM.
I want to send email to the client everyday at 7 PM. Also I want to create report in the email, showing sum of value of records created on current date.
What we need to do for daily schedule, WF or Task? How to schedule?
How can I get the condition to find the records created on current date and sum the value field of all the records?
Console application + Task scheduler is the combo we use for sending reminders/report summary.
Console app will do all the business logic/record filtering using QueryExpression or FetchXML & CRM Email Activity can be created to send out. Windows Task Scheduler can be configured to run on desired window.
If you designed the workflow already, you can still use the QE to filter records & call ExecuteWorkflowRequest message to invoke from Console app.
Related
I am trying to build a power automate solution to overcome one of the problem in my project.
I need a flow which sends email to list users who haven't finished the task with an option to ask if they have completed the task or not. If user says yes then it should record the response with a proof of the task completion (screenshot of the task).
If user says no, then Friday it should send 2 reminder emails and on Monday it should send email every 2 hr until they complete the task, meaning they should select Yes with screenshot as attachment.
How can I achieve this?
I was able to achieve it as below
Create SharePoint list of all users
Create a Microsoft form with questions about whether they completed task and screenshot of same
Create Automated Flow to send reminder email at scheduled time with the link to form
Once user clicks the link in the email it will redirect the form.
After user submits the form it updates the SharePoint List that user has completed the task.
Recurring reminder to whom have not completed by reading SharePoint list
I am Trying to achieve a feature in my laravel Project. I am currently doing an Event related project. And there is Event start date and Event voting start date etc. The voting will be start at a date set on the database. How i can send a notification using Laravel Event Listner feature that the Voting will be starting tomorrow. How i can set the listeners and events in this case.
I already know laravel scheduler, using scheduler i can send email notification. But using scheduler i have to check every day in the database that the date is reached or not. Without checking this how can i manage this using Laravel Event Listeners.
Events do not support dates or time in this way, so you'll have to use some additional behavior to check when the "start date" is the current time, and then have that behavior fire the event. You are correct that Laravel's scheduler would be a good fit for this.
Goal:
Show total sum of Activity entities related to Project entity in a form field named Total Activities in Dynamics CRM 365
Following these guys, for our Project entity's form edtior, we've created a normal Whole Number field named Total Activities.
As suggested in the blog, we've Created a workflow process to run on Activity entry entity:
with a name Activity counter:
which will be activated as a process when
Record is created
Record status changes
Record is deleted
We've reached to Step Properties:
The blog says the following:
In the Update Event step, increment the attendee count by 1, and the Total Revenue (Event) field by the Fee field from the Registration record.
We're not able to see that Event step thing anywhere in the process editor.
How to get to the following screen?
Use rollup fields
In Microsoft Dynamics 365, rollup fields are designed to help users obtain insights into data by monitoring key business metrics. A rollup field contains an aggregate value computed over the records related to a specified record, such as open opportunities of an account. Also, you’ll be able to aggregate data from the activities directly related to a record, such as emails and appointments, and activities indirectly related to a record via the Activity Party entity. In more complex scenarios, you can aggregate data over the hierarchy of records. As an administrator or customizer, you can define rollup fields by using the customization tools in the Dynamics 365 Web application, without needing a developer to write code.
The steps you are following are for Real-Time Workflows. You should UNCHECK the "Run this workflow in the background (recommended)" checkbox in order to see the the Update Event Steps. The items in the red square box are the Update Event Steps
I would like to have a field automatically be populated with something I define in a workflow. Currently I have the workflow running upon record creation, however the field is only populated AFTER the user saves the record for the first time.
How can I use a workflow to populate that field before the user saves the form?
You can't. Workflows function on the server-side, but you're asking about populating a client-side field before the server is contacted. Moreover, workflows are triggered asynchronously, which by definition means the record has to be created in advance.
You'll need to either attach a JavaScript function to the OnSave event, or trigger the population of the field in a pre-validation or pre-operation .NET plugin. I suppose you could use a Dialog as well, but that would require user input. See the below links for more detail on the differences between plugins, workflows, and dialogs.
Options: Plugin, Workflow or Dialog
Automate Business Processes in Microsoft Dynamics CRM
I am developing an asp.net mvc application in which deliver some services to my customers. Every customer has a profile and in that profile there's is a field with customer's birthday date. I want my application to automatically be notified about my customer birthday and by ruining some action, sends him/her 'Happy Birthday' Message.
How could it be possible ?
Generally you'd have a database scheduled task to scan your users' profiles (users table) for anyone that has a birthday in the day the scanning process is running.
Select the users that match the query and use a custom class/method to send them a birthday message using .NET mail capabilities.
For more ideas, take a look at: Send emails in background job/scheduled task in asp.net mvc 3