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I want to be able to send a notification to our client relationship managers when the client they're managing is 6 months out from expiry. What is the best method to do this?
I saw on another thread about using "timeout" function in workflows but we don't seem to have this in ours.
Thank you in advance
Thank you for your query.
There are 2 options to achieve this:
(+) How To Set Up a CRM Workflow Timeout Condition - Dynamics 365 Sales Community
Please refer to community.dynamics.com/.../send-automatic-reminder-email-to-opportunity-owners-if-the-opportunity-modified-on-date-is-more-than-12-months
This is a similar need. I've pasted screenshots of each step in this thread.
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