web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / change the value of a ...
Customer experience | Sales, Customer Insights,...
Suggested Answer

change the value of a field when X amount of days have passed?

(0) ShareShare
ReportReport
Posted on by MusterMax 75

Hello community,

I am looking for a way to have an invoice's duedate field be checked in real time (as in compare it with today's date) and then update the value of a multiple options field "new_options", then create a new task record when one week has passed.

Furthermore I'd like to update the new_options field yet again and create another task when due date has been exceeded by another week.

All of this should happen automatically, as in the user shouldn't have to manually op

What would be the best way to achieve this functionality in a way it'll work automatically and autonomously whenever a record has been created or updated?

kind regards

Max

I have the same question (0)
  • Suggested answer
    Mohan Kumar Profile Picture
    Mohan Kumar 90 on at

    You can use Power Automate flow to check the due date against the current date (schedule it every day or when needed). When condition satisfied, update the OptionSet field accordingly and followed by create a task record as required.

    Refer - https://powerusers.microsoft.com/t5/Building-Flows/Date-Comparison-Issues/m-p/701714#M95242

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the April Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Muhammad Shahzad Shafique Profile Picture

Muhammad Shahzad Sh... 69 Most Valuable Professional

#2
ManoVerse Profile Picture

ManoVerse 60 Super User 2026 Season 1

#3
11manish Profile Picture

11manish 43

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans