Auto Update Field Status when date is reached

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Posted on by NathanBetters

I have a module that collects Drivers Licenses expiration dates, I need a status field to update to "inactive" when the drivers license expiration date field is exceeded. I.e. if license expired yesterday and flow ran today it would see the date in the past and update the status field to inactive.

I also need a business process to do the opposite when a DL expiration date is updated to change the status back to Active.

I have tried to figure out using power automate and the classic d365 process flows (I am using Dynamics 365 CRM).

No luck..

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Manoj Mane 1,020 on at

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RE: Auto Update Field Status when date is reached

Hi,

You need to write the advance formula in the if condition in the Flow.

You can compare the date field with the help of below formula in Flow:-

For example:-

formatDateTime(items('Apply_to_each')?['Drivers_Licenses'],'yyyy-MM-dd') is equal to utcNow('yyyy-MM-dd')

If the condition gets satisfied then inactivate the Record.

=======================================================

For the 2nd requirement you need to write the another flow:-

How you are going to update the DL field once you marked the record as inactive as on Inactive record in Dynamics it is a read only record.

If you have some process already built in then you can follow the below approach:-

When DL date is updated check the DL date is future date and mark the status field to activate.

Thanks,
Manoj.

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Bipin D365 28,983 Moderator on at

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RE: Auto Update Field Status when date is reached

Hello,

First requirement can easily be achieved using Power automate. Open advanced find and add filters as shown below -

Click Download fetch xml and open xml on notepad. You will need this in Power uatomate List rows.

Now Create schedule Power automate to run your flow everyday as shown below -

Now Add List rows Action from Dataverse, select your entity and paste fetch xml

Now add Apply to each and Update a row to deactivate your record as shown below -

You are done and now you can validate your flow.

Please mark my answer verified if this is helpful!

Regards,

Bipin Kumar

Follow my Blog: xrmdynamicscrm.wordpress.com/

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Bipin D365 28,983 Moderator on at

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RE: Auto Update Field Status when date is reached

Hi,

If you are not familiar with Fetch xml then use below syntax in Filter Rows property of List Rows Action -

(Microsoft.Dynamics.CRM.Today(PropertyName='new_licenseexpirationdate') and statecode eq 0)

Please mark my answer verified if this is helpful!

Regards,

Bipin Kumar

Follow my Blog: xrmdynamicscrm.wordpress.com/

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