Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM (Archived)

Send birthday email automatically

Posted on by Microsoft Employee

I am having a requirement where I have to send Birthday mail to all who having birthday today automatically. Can any one help me out.

*This post is locked for comments

  • Suggested answer
    Aric Levin Profile Picture
    Aric Levin 30,188 on at
    RE: Send birthday email automatically

    Hi Sanu,

    You can do this by using a recurring workflow that will execute every day and send email to the list of contacts that have a birthday.

    Below are a couple of links for solutions. The first is an article with video to show how to handle this.

    community.dynamics.com/.../scheduling-recurring-workflows-in-microsoft-dynamics-crm-2011-online-and-on-premise

    www.itaintboring.com/.../recurring-workflows-in-dynamics-crm

    Hope this helps.

  • Suggested answer
    gdas Profile Picture
    gdas 50,085 on at
    RE: Send birthday email automatically

    Hi Sanu ,

    Please refer  below -

    community.dynamics.com/.../send-birthday-email-to-customers-simplest-code-solution

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,269 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,198 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans