My company is using Microsoft Dynamics CRM 3, and I'm having some trouble setting up an automatic email. My manager wants to have it setup so that if we bill our customer on the 15th of the month, we send an email out on the 14th, and if it's on the 1st, we send one out the 30th/31st, etc. etc.
I've come across a few helpful things, but my issue is I don't have access to the actual code for the CRM - if it's the only way, it's the only way, but for now I've been trying to setup workflows, but those can only be ran manually - it wouldn't be a MAJOR issue, but then we would have to choose the people to email it to every month, etc etc. I also tried a marketing list, but that doesn't let me send out emails, unless it's through a quick campaign.
Does anyone know of a built in way in CRM 3 to setup automatic emailing each month to a group of customers with a similar value in a particular textbox?
Ok, I had done this sometime ago, you're right, there is not such "scheduled workflow" in CRM 4, but you can simulate this behavior using two workflows, one calling another when the former times out as condition. The first time you have to invoke it manually. Give me some time to find the virtual machine where this project is hosted for more details.
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I am trying to develop a system which allows the user to enter a date and time. Then at entered time the system send an email to the user. I already have the system. All I am looking for is a way to send emails at a given time. I can send emails but cannot programme them to be sent on a precise date and time. Can you help me please? Thanks in advance.
This problem could be solves by using a "cron job" that checks at some interval whether there's any emails to be send now.
You could simply make a single Cake Shell (http://book.cakephp.org/3.0/en/console-and-shells.html) and use some built-in task runner (eg. cron on linux) - but you could also use a plugin for this principle and have that part set up for you.
For a quick'n'easy plugin that works for lots of sites: https://github.com/dereuromark/cakephp-queue.
The functionality you're asking is even built into this plugin already! :)
You'll have got create a class like this: https://github.com/dereuromark/cakephp-queue/blob/master/src/Shell/Task/QueueExampleTask.php#L74 and then just create a new job of this task and set the notbefore parameter to the time you want this email to be sent.
Check the readme here: https://github.com/dereuromark/cakephp-queue/tree/master/docs.
Remark: The email will be sent when the worker executes the given task, so it will be x time after the notbefore property, depending on your amount of workers and jobs - and how long time they'll take to execute.
Here is the situation:
I've got the application that requires different actions for different months. For example if I'll create a task that requires some actions for next 5 months I need some kind of method to keep jumping ti next months to confirm correct behaviour.
Usually I would just connect custom NTP for the server and than change date to whatever I want but this application works on Sharepoint online and as far as I know I can't do that (even if I'll it will affect all users not app under test only).
Another problem is that method should be easy and possible to explain or at least show to business during UAT.
Thanks in advance.
I have googled tons for this but with no success, maybe I just have the wrong approach?
Problem:
We work with migrating organizations from on premises Exchange to Office 365 and vice versa. As a service we also log in to all user computers and do the initial "add existing mailbox"-steps. Since we are using Autodiscovery-pointers this takes a lot of time. With a bad bandwidth it can take up to 15 min per user.
Our goal:
Create a Powershelscript where we can put the settings that normally being fetched by Autodiscovery and quickly add a new, existing mailbox to the computer so next time they log in they can just start the Outlook application and they are logged in.
I hope I made myself understandable, please ask if anything is unclear.
Thanks in advance!
Edit:
Maybe there is a way to go through the initial Outlook-setup via a PSSession? Then the time that an Autodiscovery takes wouldn't matter since we can do all the setups remote, unatended.
I've just done the setup for automation workflow for a client. I've set the first e-mail to be sent immediately after workflow is triggered so I could test. Unfortunately the e-mail doesn't arrive after optingin in through the welcome mail (set in Lists -> Signup forms). I've verified that I've set it correctly to trigger on subscription of the correct list. Anyone has an idea what could be the problem here? Many thanks in advance! Cheers!
Yes, Mailchimp can't seem to put together a reliable automation system. That's been my experience. I can't afford to assume things are working to find out that they are not.
I have just set up an automation and in one test run it delivered 3 out of 4 in the sequence. Sorry 3 out of 4 is not good enough.
Another automation test sign up it took 30 minutes for the first email with the freebie to deliver "immediately".
Another test sign-up it is an hour and no "immediate" 1st email. It's 9:00 pm and when I go into trouble-shoot it says it is in queue to be sent at 9:00 AM. That is AM of today. 12 hours ago is when it is due to be delivered !!!! I'm assuming it probably won't be delivered.
Your experience may vary, but this is not worth the hassle and unreliability. This is 2 years after your experience. Plenty of time to work out the kinks I would say.
I have the solution. The automation was on hold. :)
So we have this distributed team who are working on a project and whose hours/progress is being monitored using redmine. All the guys are really talented and hardworking but pretty bad when it comes to updating their daily tasks/progress using redmine. This makes it very difficult for our project managers to understand and steer the progress as well as the upper management to get a quick overview of where we stand with various development initiatives.
Things have become so bad that I have been tasked to setup an email alert such that every night say 12:00 midnight, an email goes out to everyone on an email list with the date and names of users who have not updated their hours for that day. The management hopes that this exercise will instil in them the discipline to update their tickets on a daily basis.
My question is: Is this possible in redmine? Any API, or adhoc way of send out emails based on a custom Query? I have not worked with redmine before and have no idea how to go about this.
If there are anyone with prior experience I would be very grateful to get some directions!
I send some daily reminders to our redmine users, to help ensure that issues don't slip through the cracks in our workflow. I skip the API and just write perl scripts that connect directly to the database, scheduled via cron. The database is well designed and easy to understand: my SQL skills are very basic, and I've always been able to pretty easily hack out a query that gets what I need.
Some thoughts:
The end of "today" might be a relative concept if your team is worldwide. You could run your script hourly and base the reminders on users' time zones.
You might want to handle holidays and vacations, so that your users don't get nagged on their days off.
We use custom roles in redmine to control some of the emails. (We have a "new issue watcher" who gets triage mails in each project.) You could do the same thing to let certain users opt in or out of the time-tracking nag mails.
If you're interested, here's a link to one of my reminder scripts:
http://joecullin.com/redmine_scripts/redmine_reminders