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I've a business logic to send notification 7 days before and on the day when contract gets expired which I'm trying to implement in both email and task. However, I do not understand the difference between tasks and email notification in D365/CE.
I've created a workflow to send email and create task on the same when contract expires. But I would also need to do this 7 days before.
Could you please help me to implement both conditions and purpose of task and email.
You can use "Timeout" inside the workflow - blog.clickdimensions.com/.../ and timeout till "7 days before Expiration Date".
For sending notification 7 days before expiration .you dont know for particular record when the date will be 7 days before. So my suggestion is to create a date field which stored the date 7days before the contract expires . Once you have that date then you will trigger the mail. For reference:-
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