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Want to create an automatic reminder before an account reaches its contract end date

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Hi,

I'm currently designing a Dynamics system for my company and I've never done anything like this before.

I'm trying to create a process or work flow that sends an automatic reminder via email before a contract end date runs out. I've tried creating a process multiple ways but I always have to give a specific date, which won't be efficient at all If I have to create a specific process for each new account.

Any help with this would be greatly appreciated!

Thanks,

Josh

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The old way of doing things is to use an async workflow that uses the TimeOut functionality. Your workflow will be something like this. Of course you need to replace the Event End that I have with your Contract End Date. Basically, this process will trigger 2 days before my event ends and you can send an email then.

and the final result will be something like this

Now, if you have a lot of contracts and you are expecting a lot of these processes to run, then I would recommend using Flow (the new Workflow engine) . The way to do this in Flow is by creating a flow that runs on a schedule (say daily), retrieves all your records and check if you are within X days from the contract end, if so, send an email. Even though this is a bit more complex than the first solution but I recommend it as Flow will be replacing the old workflow engine in the future. This post may help you https://powerusers.microsoft.com/t5/Building-Flows/FLOW-TO-SEND-EMAIL-WHEN-DATE-APPROACHES/td-p/60407

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Hi,

This looks very promising thank you. Just one question about this process. What step have added to be able to use a timeout process?

Thanks,

Josh

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The wait step. Make sure you use the async workflow (background)

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