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Dynamics 365 Community / Forums / Customer Insights - Journeys forum / Comparing the Date Fie...
Customer Insights - Journeys forum

Comparing the Date Field in CRM workflow

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Posted on by Suganthar_Satkunam 210

I have created a process to check the follow up date is equal to today's date and send email to targeted receipients. but workflow is not working due to the dates comparison. if i remove the date comparison, it works perfectly.  I really want to use the date comparison as i need to setup the recurring workflow to setup to run everyday. How can i solve this issue.

See the screenshot below for the workflow information

Suga1.PNG

Follow up Due Date and Today's Date's are same type of fields in opportunity.

Suga2.PNG

After the workflow is executed, the Send email step is not green ticked. and i checked in the email send where there is any email was actually sent. there is none were sent.

Suga3.PNG

  • Verified answer
    Mihir@CRM Profile Picture
    Mihir@CRM 4,036 on at
    RE: Comparing the Date Field in CRM workflow

    Hi,

    I am not sure if I understand the business requirement correctly. So I am restating what I understood - 

    1. Run a process daily to check on the Opportunity record if the follow-up date is today's date

    2. If it is todays date send an email / update marketing list ...

    You may want to use Microsoft Flow or a Daily Batch Job process to check for the condition on a daily basis.

    If true than trigger the child workflow on the Opportunity record.

    Hope this helps.

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