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Microsoft Dynamics CRM (Archived)

Sending the email workflow

Posted on by 5

Hi,

I have two entities- Contact and XXX and the relationship is 1:n

Lets say, XXX record gets created today, then check the contact created date is on or before the 7 days of xxx created date. I f the criteria is matched, then need to send an email to the contact.

Please advise if this can be possible through workflow? if Yes, please let me know the condition. Screenshots is highly aprreciated.

Thanks!

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  • Suggested answer
    Kokulan Profile Picture
    Kokulan 18,048 on at
    RE: Sending the email workflow

    Hi

    Please see how you could create the workflow the send the email in the screenshot below

    ScreenClip-_5B00_724_5D00_.png

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