Create Recurring Cases in Microsoft Dynamics CRM Using Workflows

Give the Workflow a meaningful name.
Set the Entity value to Case.
Select New Blank Workflow and click ok.
Leave Workflow Name and Publish As the same.
Change the Scope to Business Unit – This allows the case to be available for everyone.
Uncheck all Automatic options to Start when: – You want to have control of when your recurring case starts.
Under Available to Run Check On Demand and As a child workflow

Now add your workflow steps.

You will first add a step that creates the case. Add Step > Create Record
Give the step a name and chose the Case value for Create:
Click Set Properties to setup the actual case that will appear in the Cases area when the case is automatically generated.

Fill in the appropriate details as you would when manually making a case and Save and Close.
Add a wait condition step to the next step in the workflow.
Click <condition>(click to configure) to add the duration you want the case recur. (e.g. 30 days)
Select Workflow, Timeout,
Equals and under Form Assistant select Month, Days, Hours and/or Minutes. In this example I will select 30 Days.
In the drop down box right below select Duration.

We are saying here: When this workflow is started, to wait 30days before it creates a case.
Save and Close

Save and close your workflow and you should now see it in your list of workflows.
Double click to open the workflow you just created and now let’s create the last step of the workflow.
Add the step Start Child Workflow
Select the Case value for Start child workflow.
In the next box to the right browse and select the name of this workflow (e.g. Recurring Case 1).

To summarize: Create a case, wait 30 days, then call the same workflow again.
Finally click Publish to finalize this workflow.
To start the workflow go to Services > Cases > Run Workflow and select the workflow from the list.

Now you have a automatically recurring case.

Note: To edit the workflow you must first Unpublish the workflow before any changes can be made.

Caution!!! You must Unpublish the workflow to stop the workflow from running forever.