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It’s important to set up “just enough” notification to users in Microsoft Dynamics CRM. Too much automatic notification can create an environment where no messages are taken seriously.

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We’ve talked about how useful Time and Condition-based Workflows can be for providing automated notification, but today we are going to talk about on-demand workflows and how they can be another useful tool for notifications.

On-demand workflows can be particularly useful when the business has an active participant in a specific process or job function. In today’s example, a customer support manager monitors overdue cases and needs a way to “remind” support reps to resolve them. Instead of relying on a completely automated email, this manager wants the ability to see the list of overdue cases and quickly send out a reminder to the reps.

Let’s get started!

  1. First set up a view that includes the follow up by date and the case owners.

on-demand workflows in Dynamics CRM

  1. Next create an on-demand workflow that will email the case owners with the case information.

  1. Then, open the newly created view, select the cases that are overdue and run the new on-demand workflow.

  1. Finally, verify that the emails were sent by opening a case and checking the workflows.

When notification is generated by an on-demand action, the message may get through clearer than if it was sent via a scheduled job. Give it a try!

Learn more about workflows with Microsoft Dynamics CRM Workflows and Dialogs: What’s the Difference? & Create Recursive or Scheduled Workflows in CRM.

Happy CRM’ing!

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JoeCRM

Joe CRM is a CRM superhero who runs on pure Microsoft Dynamics CRM adrenaline. As the face of PowerObjects, Joe CRM’s mission is to reveal innovative ways to use Dynamics CRM and bring the application to more businesses and organizations around the world.