Pregunta

How can I setup in CRM 2011 a task to send an email or a notification 1 month before expiring a contract . Contracts are expiring without me noticing. Thank You !

¿Fue útil?

Solución

You need to create a workflow that will be triggered on Creation of contract and wait till your date (contract end date minus 1 month). Recheck following article

Licenciado bajo: CC-BY-SA con atribución
No afiliado a StackOverflow
scroll top