Easily schedule recurring processes or CRM record updates
Every business has recurring processes and tasks that need to be done on repeatable and scheduled basis. Microsoft Dynamics CRM users are often surprised to learn that it is very difficult to achieve using standard functionality. The Scheduler module makes it easy to trigger workflows or updates to specific entity records on a scheduled basis. Users set the schedule time pattern and specify an Advanced Find query to determine the records to be affected when the schedule triggers. Used in conjunction with the Formula Manager this is a very powerful tool.
Scheduler is a module of North52’s Business Process Activities
Recurring Schedules within Dynamics CRM
You can create many different types of schedule frequencies such as Once, Hourly, Daily, Weekly, Monthly, Quarterly, Yearly, Every X Minutes, Every X Hours, Every X Days, Every X Weeks, Every X Months.
Execute Workflow & Update Entities
You can execute a workflow or trigger the update of an entity as part of the schedule to perform an action.
Powerful Record Targeting
Use the native Advanced Find to build up a query which will target a specific set of records for each individual schedule.
Native to Dynamics CRM
The scheduler has been built into Dynamics CRM so no need external programs. It uses native CRM controls & fields so it also looks & feels like Dynamics CRM.
Build advanced sub-schedules when you really need to process 10,000+ or even 100, 000+ records on a scheduled basis.
Watch the video below to see how the Scheduler can be used to send out happy birthday emails to the relevant contacts. Additional Scheduler videos are available here.