Hi,
We are doing a migration from CRM On-Premise to CRM Online and we want to be able to generate Appointments based on specific filters on a monthly basis.
At first we though about using an SSIS job starting on the first day of every month and generating the Appointments for that month, but given that we don't have access to the SQL Server of CRM Online, I guess that is not an option. Now we decided to use a Workflow that updates a custom entity, on whose update a plugin starts and does all the work, then there is a "waiting condition" on the Workflow to start 1 month after the last update of the entity.
Are there better ways to create such recurring processes in CRM Online and if there are, what are they?
Thanks.
Best regards,
Evgeni Dyulgerov