Automating the Opportunities Tab: Email Notification When Opportunity is 2 weeks from Est. Close Date

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I have not attempted to create a flow for this yet, but am wondering if I could bypass the trial an error on my end if anyone knows how to do this already. I am attempting to create a flow that notifies account managers via email when sales opportunities are 2 weeks away from their estimated close date. Just for clarification this flow would be interacting with both Outlook and the opportunities tab within the sales portion of Dynamics. Whether its where to get started or a completed flow any help would be very much appreciated, I have a 3 other automation projects going right now and this would save me so much time. Thanks to anyone who's willing to give me a hand with this!

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Nya 29,060 on at

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Hi,

Please set your flow as the following steps:

Create a scheduled cloud flow and set it sun every day:

List all opportunities.

Get the records.

Add a “Condition” into the step.

Adjust the condition expressions as:

the left one:

formatDateTime(outputs('Get_a_row_by_ID')?['body/estimatedclosedate'],'MM/dd/yyyy')

the right one:

formatDateTime(addDays(utcNow(), 14), 'MM/dd/yyyy')

Add a “Send an email notification” step and send the notification email to anyone you want.

Here are my test results:

I received all opportunities whose Est. Close Date is 14 days later than today.

If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

Best Regards,

Nya

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Community Member on at

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Thanks again for the help Nya! Much Appreciated!

Cheers,

Ethan

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