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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RE: Workflow with birthday as dateTime

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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RE: Workflow with birthday as dateTime

Batchjobs(console application) are recommended instead of workflow.

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Duhot 40 on at

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RE: Workflow with birthday as dateTime

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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RE: Workflow with birthday as dateTime

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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RE: Workflow with birthday as dateTime

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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RE: Workflow with birthday as dateTime

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Duhot 40 on at

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RE: Workflow with birthday as dateTime

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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RE: Workflow with birthday as dateTime

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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RE: Workflow with birthday as dateTime

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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RE: Workflow with birthday as dateTime

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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