Work to remind due date

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Posted on by Hemanth Reddy.B

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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Dynamics365 Rocker 7,755 on at

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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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Anton Kazlouski 140 on at

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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

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Kokulan 18,054 on at

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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.

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.

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Hemanth Reddy.B 76 on at

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Thanks Rocker it looks good .

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Hemanth Reddy.B 76 on at

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Thanks wakefield it worked.

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