Scheduling Recurring Emails Using A Workflow

Have you ever had the need to send a weekly update email sharing specific data from CRM, but there isn’t any specific trigger you can use? Or, you want to send an email notification months or even years based on a date on a record? Rather than setting off lots of workflows with a timeout clause (which…

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Scheduling Recurring Emails Using A Workflow

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Megan V. Walker
Megan V. Walker⭐️Microsoft Dynamics CRM/D365 Functional Consultant ⭐️
I love learning, and helping others in the process. I often search for solutions and find an answer that is so technical I ‘think’ it might be the right answer, but it’s just over my head. Hopefully my way of explaining things can help people no matter their level of understanding.

Author: Megan V. Walker

I love learning, and helping others in the process. I often search for solutions and find an answer that is so technical I ‘think’ it might be the right answer, but it’s just over my head. Hopefully my way of explaining things can help people no matter their level of understanding.

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