Personalized Community is here!
Quickly customize your community to find the content you seek.
Choose your path Increase your proficiency with the Dynamics 365 applications that you already use and learn more about the apps that interest you. Up your game with a learning path tailored to today's Dynamics 365 masterminds and designed to prepare you for industry-recognized Microsoft certifications.
Visit Microsoft Learn
2020 Release Wave 2Discover the latest updates and new features to Dynamics 365 planned through March 2021.
Release overview guides and videos Release Plan | Preview 2020 Release Wave 2 TimelineWatch the 2020 Release Wave 2 virtual launch event
Ace your Dynamics 365 deployment with packaged services delivered by expert consultants. | Explore service offerings
Connect with the ISV success team on the latest roadmap, developer tool for AppSource certification, and ISV community engagements | ISV self-service portal
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Program | Finance TechTalks | Customer Engagement TechTalks | Upcoming TechTalks
I have a Date field on Account Entity. ExpiryDate. This expiry date is set manually on the account.
I want to trigger a plugin/workflow if expiry date is today and update some fields.
Any suggestions on how to do this?
If the field stays unchanged - it can't trigger the plugin or workflow.
What you can use in your scenario is the waiting workflow - blog.clickdimensions.com/.../
You can accomplish this by using System workflow and a custom workflow (C# code).
Create an on-demand workflow, In your workflow add a step to check if ExpiryDate equals today’s date. If this condition is true then trigger the custom workflow to update the fields that you need to.
Put Wait until condition in Workflow, trigger is on record created.
You can include a Process Timeout in a workflow by selecting Add Step > Wait Condition,
Process Timeout Equals Account."ExpirtyDate", if expiry date is 31st December 2020 then workflow will wait till 31st Dec and that day it will move for further steps, after that you can put update step which will update fields.
Don't forget to help the community by Verifying the answer and Like it if your question has been answered. It will let others know that the topic has verified answer.
Thanks & Regards,
Business Applications communities