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I am attempting to create a workflow /flow that sends an email notification to the opportunity owner and his manager of opportunities approaching renewal at six, three, two, one months before renewal and a week before renewal. Email notification template to read- "this opportunity is due for renewal on (renewal date field inserted)". Flow would have access to dynamics module and the notification be sent in outlook. Could anyone give me a guide/steps on how to set the flow to achieve this use case? Thanks
The renewal field seems to be a custom field in Opportunity entity, right?
Here, I will use the estimatedclosedate field as an example.
Please set your flow as the following steps:
the left one:
the right one: (Here is a week as an example, for the rest of the time you just need to adjust the number of days.)
formatDateTime(addDays(utcNow(), 7), 'MM/dd/yyyy')
Then the notifications of all opportunities whose Est. Close Date is 7 days later than today will be sent.
Please look at below article on how to setup your flow for your notification -
It will give you an idea on how to approach this requirement.
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