Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM (Archived)

Send birthday email automatically

Posted on by 315

Dear All,

I have created the Custom Entity as(Employee) in that i have created Dateofbirth as one attribute, now i want to send an email(Birthday Greetings) to the organization(all Employees).

Please suggest me on the above-mentioned Query how can we achieve this using schedule Recurrence (flows)in MSCRM version9.

Answers would be marked as Verified!

Regards,

krishna.

  

*This post is locked for comments

  • sardar ahmed Profile Picture
    sardar ahmed 520 on at
    RE: Send birthday email automatically

    Hi Krishna

    Please check the below link, i think it will suffice the need.

    https://crmbusiness.wordpress.com/2011/02/11/how-to-create-a-repeating-schedule-workflow-rule/

    Thanks and Regards

    Sardar Ahmed

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

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,214 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans