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Microsoft Dynamics CRM (Archived)

Work to remind due date

Posted on by 70

Hi Friends,

I have 2 fields checkindate and checkoutdate. Checkout is record created date and checkindate will be updated +10days to checkoutdate. i need to send email when checkindate is current date. but how do i get current date in workflow.

please help me out

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  • Hemanth Reddy.B Profile Picture
    Hemanth Reddy.B 70 on at
    RE: Work to remind due date

    Thanks wakefield it worked.

  • Hemanth Reddy.B Profile Picture
    Hemanth Reddy.B 70 on at
    RE: Work to remind due date

    Thanks Rocker it looks good .

  • Suggested answer
    Kokulan Profile Picture
    Kokulan 18,048 on at
    RE: Work to remind due date

    Hi

    You could use either Flow or Workflow to achieve this.  In this scenario, I think using workflow makes more sense as you only want to wait for the records that have value set for the Check Out Date field.

    ScreenClip-_5B00_16_5D00_.png

    As shown in the above screenshot, you can have the workflow to trigger on Create or Check Out Date field change and wait and send email.

    if it triggers on Create and If the Check Out date is not set, the workflow will not wait and it will stop.

    If the record has the Check Out date set on Create or if the check out date is set later, the workflow will trigger  and wait until that date and send the email on that day.

    The workflow also has guard logic to avoid waiting if for some reason, record is cancelled or closed before checkout date.

  • Verified answer
    Anton Kazlouski Profile Picture
    Anton Kazlouski 140 on at
    RE: Work to remind due date

    Hi, based on my experience,  Microsoft Flow is a great option for this logic, because Wait and Timeout condition's can overload Dynamics async workflows engine.

    Please refer to this pages in order to create appropriate Flow:

    docs.microsoft.com/.../getting-started

    utcnow() function is an option for you.

    Regards,

    Anton Kazlouski

  • Verified answer
    Dynamics365 Rocker Profile Picture
    Dynamics365 Rocker 7,755 on at
    RE: Work to remind due date

    You have to use time out condition.

    Time out equals to checkout date.

    Below posts may help you:

    community.dynamics.com/.../workflow-wait-conditions-best-practices-dynamics-crm-2011

    community.dynamics.com/.../235118

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