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i would like to schedule a report that will send to the owner of the opportunity which the est. close date is less than 5 days an email with a specific text. But i don't want this to be triggered on any change. If an opportunity has an est closing date (today -5 days) to send an email to the owner.
Further to that is there any possibility to schedule a weekly email to send a report with all the open opportunities to the owners?
You can create microsoft flow and schedule this to run everyday. Fetch all open opportunity whose est close date is less that 5 days. Loop through all the records and send consolidated email to owner.
You can also write simple console utility which will retrieve open opportunity record, use fetch xml to build your query. You can also apply group by based on owner and for each owner send an email with all open opportunity. Now you can schedule this console application to run daily on azure as web job.
Are you using D365 online or OP?
If it is D365 online, we will use microsoft flow.
If it is D365 OP, we will use workflow.
Has the problem been solved? Any updates?
Please tell us more information, I will provide you with detailed steps screenshots.
we are using on premises. but i am not sure if this is feasible to be done through workflow.
because workflow needs to be triggered somehow.
how can i create a workflow that will send email notifications for opportunities that will expire in 2 days?.(Using the Estimate Closing Date)
Hi the CRM is on premises. I think we cannot use the Flow. is there any other option?
You can create console application to fetch the records which satisfy the conditions which you have mentioned in your post. You can use advanced find to build the fetch xml which can be used in console application.
Console App - github.com/.../WorkWithCRM
Apply for loop to the returned result and use sample code is already available in sdk to send an email .
To schedule this exe you can use task scheduler on your server.
Work with fetchxml in C#
I have a free open source solution which should be able to meet both your email notification scenarios entirely through configuration records and system views
This article gives details about the solution. Specifically you should be able to meet your requirement by creating workflow task records of type View Notification, and configuring them to send to the owning users
The managed solution may be downloaded here, and the code is all open source on GitHub
Hope this helps
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