Richard

Basically, you could take one of two approaches: write an asp.net application, or use an add-on solution. My favorite is ClickDimensions. It’s a comprehensive marketing automation add-on and does a lot more than surveys, but it does a great job with surveys. Here’s an article about it with a link to a recorded session I just did with the ClickDimensions folks: http://www.dynamicscrmtrickbag.com/2012/01/26/crm-mvps-on-marketing-automation-best-practices/ — one of my case studies was on doing surveys with the tool.

Thanks for reading!

Richard

It depends on how you do it. Here are three options:
1. You could certainly do it with JScript triggered by a form event. Here’s an article I wrote once on date arithmetic in Jscript: http://www.dynamicscrmtrickbag.com/2010/06/15/useful-form-scripts-4/ — it’s for 4.0 but the date-specific stuff is the same. The problem with JScript is that it requires the form to be loaded.

2. You might be able to use a workflow to do it. For example, in the workflow designer on an update record step, you can put the cursor in a date field and use dynamic values to set it equal to “1 month after [execution time]“. The nice thing about workflows is that provided you’ve got the trigger set right, they don’t need the form to be open to run. The down side of workflows is they’re asynchronous, so users don’t see the results for as much as 20-30 seconds.

3. If you need it to happen no matter what, and want a user to esee results immediately, then you could write a plugin.

Let me know which approach you take, and thanks for reading.

Richard

If I understand your question correctly, the answer is yes. When you export a solution, it will always contain the currently published version of any entities it contains. That “Publish all customizations” option you get when you export is your failsafe option, but if everything is published you don’t need to do it every time you export.

Cheers, Richard

Richard

Richard

Richard

Richard