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Altriva Solutions Blog - CRM (Microsoft Dynamics CRM), SharePoint (MOSS), Application Development, and Integration Solutions.
Posted by: Hoss Hostetler on 3/3/2009 | 0 Comments
  • Categories:
  • CRM
This past month a few questions were asked in the CRM newsgroup and forums about how to trigger reminders off of dates within Microsoft CRM. I thought this would be a good discussion topic to discuss the options along with some Pros and Cons of each option. A few examples of the questions we have seen are: "Let's say I want to be notified 3 days in advance about birth dates of all the contacts in the system" "I want a reminder sent to the owner of a case 3 days before the due date of the case" "Is there a way to send a note to a manager if a case is untouched after 4 hours"
 


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