Microsoft Dynamics CRM (Archived)

Workflow with birthday as dateTime

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Posted on by Duhot

Hello

I would like to send un email to User when it is the Contact's birthday. I have created a worklow to do that with:

condition: if Contact:birthday equal [Contact:birhtaday]

Then send an email.

I receive an email the day after of the burthday Date.

What I whould modifief

Thank you

Best Regards

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Rawish Kumar 13,758 on at

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would you mind posting the screenshot of the condition.

ideally i dont recommend running waiting condition workflows which are lying for months and years , hence you can have a look on the below :

rawishblog.wordpress.com/.../escape-from-waiting-condition-workflows-microsoft-dynamics-crm-2016

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Jan Gracelin Jeno 150 on at

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Batchjobs(console application) are recommended instead of workflow.

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Duhot 40 on at

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Hi Rawish,

I don't see where I can join a file or copy the screenshot

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Duhot 40 on at

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Hi Jan

I am not so technical for doing that.

Another idea !

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Ryan Maclean 3,070 on at

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If you want to add a screenshot, click the "use rich formatting" link below the reply window.

you could follow the instructions on this blog to create scheduled workflows - blog.clickdimensions.com/how-to-schedule-workflows-in-microsoft-crm-online

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Duhot 40 on at

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Duhot 40 on at

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Hello

The workflow does not run. No sent email and Nothing is waiting with a birthday's Contact today for ex.

What I should change in this workflow.

Thank you

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Preeti Sharma 2,678 on at

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Hi DUHOT,

Another way to schedule emails in crm is using microsoft flows. Following link may help you:

https://ramontebar.wordpress.com/2016/11/09/dynamics-365-crm-scheduled-workflows-using-microsoft-flow/

Thanks:)

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Duhot 40 on at

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Hello,

How does it work: a birthday date is always a past value. Whatever a condition or a Timeout in the workflow, the birthday date is never equal date of today for ex.

Thank you

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gdas 50,091 Moderator on at

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Hi Duhot ,

Seems you need to change the behavior of the birth day filed . You need to go to birth day field and change the behavior and of the date filed with date only instead of datetime.

Hope this will help you.

Please dont forget to mark as answer if its resolve your issue.

Thanks

Goutam

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