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Dynamics 365 general forum

How to trigger an e-mail to be sent, based on the current date

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Posted on by Dan_B 67

Good morning all,

I've been asked to create a solution to carry out the following task on our Property forms.

There are a couple of fields that have to equal a certain value, and then we have one that has a 'Handover Date' - if this is populated, and is within 6 calendar days of the current date, it is meant to generate an e-mail.

As in the e-mail is meant to be sent BEFORE the Handover date.

I'm thinking this should be easy, but I'm not seeing the solution currently - do I need to create a 'CurrentDate' field on the form and hide it?

Thanks

Dan

Categories:
Other Functionality
Customization / Solutions / SDK and API
  • LuHao Profile Picture
    LuHao 40,872 on at
    RE: How to trigger an e-mail to be sent, based on the current date

    Hi partner,

    Don't forget to mark the verified answer by clicking Yes.

    pastedimage1569909514376v1.png

    This will help other users quickly navigate to this theme.

    Thanks.  :)

  • Suggested answer
    LuHao Profile Picture
    LuHao 40,872 on at
    RE: How to trigger an e-mail to be sent, based on the current date

    Hi Dan,

    You could create a calculated field to store today's date.

    Please refer to this blog: https://community.dynamics.com/365/b/d365demystified/posts/modified-by-delegate-created-by-delegate-in-d365

    This way, you can use the workflow to achieve your needs.

    The condition for the workflow is as follows, you need to set its critical date in the form assistant.

    1.1.PNG    2.1.PNG

    If you are unfamiliar with the calculated fields and workflows, you could refer to these documents first: 

    1. https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customize/define-calculated-fields
    2. https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customize/workflow-processes

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