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Microsoft Dynamics CRM (Archived)

How can I send and automatic emails on the same date( due date) expired

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Posted on by 225

Hi all,

I want to send automatic emails to task owners on the same date when the tasks due date is going to expire. How can i achieve this?

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  • Rajat Awasthi Profile Picture
    Rajat Awasthi 675 on at
    RE: How can I send and automatic emails on the same date( due date) expired

    Hi Varsha ,

    configuring waiting workflows will affect the Organisation Speed performance.

    Can you look for other options..like writing a console application instead and scheduling it.

  • Suggested answer
    Somesh2207 Profile Picture
    Somesh2207 1,563 on at
    RE: How can I send and automatic emails on the same date( due date) expired

    Hi Varsha, 

    I am assuming recursively 1 day

    Adding to Vikas' answer: 

    1. Run a workflow on create or due date change (as per your requirement).

    2. Add a condition step to check the value of due date (if contains data or not).

    3. If yes, then add a wait condition, configure it to wait until due date of task.

    4. [change here] Check if Task is Completed, Else add Wait condition to wait till 1 day and repeat the steps 1 to 3. 

    You can use it as child workflow to do the repeating steps.

  • Varsha Naithani Profile Picture
    Varsha Naithani 225 on at
    RE: How can I send and automatic emails on the same date( due date) expired

    if i want to send mails recursively until the task is completed then?

  • Suggested answer
    RE: How can I send and automatic emails on the same date( due date) expired

    Run a workflow on create or due date change (as per your requirement). Add a condition step to check the value of due date (if contains data or not). If yes, then add a wait condition, configure it to wait until due date of task. Then send and email.

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