In this blog, we highlight a lesson learned when we used a Dynamics 365 Customer Engagement online data source connector, called Instance Web API, for Power BI reports.
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.
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!
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.