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Periodic workflow rule execution

CRM has a great workflow engine, this allows users to create their own business logic in a fairly simple web based editor. These rules can be started on a variety of event, such as the creation and/or update of a record. However no mechanism is available to run rules periodically.

This simple tool allows you to run a workflow rule periodically on the result set of an advanced find query. This provides a simple and effective mechanism which doesn't require custom coding.

The source code of this tool is also available.

Download the latest version here.

Using the period workflow tool

Describes how you can use this tool to schedule a workflow rule to execute periodically.

Read more Fri May 16
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