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Hi,
I just started working with CRM and I am new to this.
I have to create a flow in sales orders to send an email notification 4 months before contract expires.
How do I approach this?
Hello,
Yes you can implement the flow which can run daily once at specific time and it will compare the date with today. If the difference is 4 months then you can send an email else don't send email.
xrmdynamicscrm.wordpress.com/.../
Thank you,
Amit Katariya
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