Email notification reminder sent when opportunities approaching renewal

(0) Share

Report

Posted on by Sol007

187

Hi community,

I am attempting to create a workflow /flow that sends an email notification to the opportunity owner and his manager of opportunities approaching renewal at six, three, two, one months before renewal and a week before renewal. Email notification template to read- "this opportunity is due for renewal on (renewal date field inserted)". Flow would have access to dynamics module and the notification be sent in outlook. Could anyone give me a guide/steps on how to set the flow to achieve this use case? Thanks

I have the same question (0)

All responses (2)

Answers (1)

Suggested answer

Bipin D365 28,983 Moderator on at

Like (1)

Report

RE: Email notification reminder sent when opportunities approaching renewal

Hi,

Please look at below article on how to setup your flow for your notification -

xrmdynamicscrm.wordpress.com/.../

It will give you an idea on how to approach this requirement.

Please mark my answer verified if this is helpful!

Regards,

Bipin Kumar

Follow my Blog: xrmdynamicscrm.wordpress.com/

Was this reply helpful? Yes No
Verified answer

Nya 29,060 on at

Like (1)

Report
RE: Email notification reminder sent when opportunities approaching renewal

Hi,

The renewal field seems to be a custom field in Opportunity entity, right?

Here, I will use the estimatedclosedate field as an example.

Please set your flow as the following steps:

Create a scheduled cloud flow and set it sun every day:

List all opportunities.

Get the records.

Add a “Condition” into the step.

Adjust the condition expressions as:

the left one:

formatDateTime(outputs('Get_a_row_by_ID')?['body/estimatedclosedate'],'MM/dd/yyyy')

the right one: (Here is a week as an example, for the rest of the time you just need to adjust the number of days.)

formatDateTime(addDays(utcNow(), 7), 'MM/dd/yyyy')

Add a “Send an email notification” step and send the notification email to anyone you want.

Then the notifications of all opportunities whose Est. Close Date is 7 days later than today will be sent.

Was this reply helpful? Yes No