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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Task/activity reminder...
Customer experience | Sales, Customer Insights,...
Answered

Task/activity reminder email on due date

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Posted on by Samantha73 3,297
Hi All
Is there a way to send a email reminder to the person who is allocated on a task/activity when the due date arrives? I couldn't find a standard way of doing it. Power Automate can do this but you need to create a field to mark tasks as 'processed' so the daily trigger only send the email once. Any ideas
Categories:
Dynamics 365 Sales
I have the same question (0)
  • Daniyal Khaleel Profile Picture
    Daniyal Khaleel 764 Most Valuable Professional on at
    there’s no standard out-of-the-box feature in Dynamics 365 Sales that automatically sends reminder emails when an Activity/Task due date arrives.
    but you can use 
    • power automate flow for this purpsoe
    • system work flow
    • custom plugin
  • Verified answer
    Nour Abuzaid Profile Picture
    Nour Abuzaid 197 on at
    Hi  Samantha73

    There's no out-of-the-box feature in Dynamics 365 Sales to automatically email the person assigned to a task when it’s due, but you can handle it in a few ways like flow or plugin  .

    But my Recommendation  is create  Power Automate by creating  a daily flow that looks for tasks due today and still open, then emails the owner—this avoids needing a “processed” flag check this post  (guide).

    ref
    https://kumopartners.com/power-automate-solution-send-users-an-email-reminder-of-tasks-due-in-3-days/

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