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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to create workflow...
Microsoft Dynamics CRM (Archived)

How to create workflow which sends email after X days if a certain record is created today in CRM

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Posted on by STii 52

Hi,

Can anyone advice how to do a workflow, which:

1. checks every day if certain conditions are met: contact is active and has a (custom "participation") record created today.

2. wait for 4 days after the participation record has been created.

3. send email to contact who has that participation record created. (this I know how to do)

What else is needed so that this workflow will work??

Thanks for your help in advance!!

Br, Suvi

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  • Community Member Profile Picture
    Community Member on at

    you might trigger a workflow on create of participation.

    there enter the "wait" condition.

    after that it might check the precondition and send the mail if still ok.

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at

    Hi,

    As suggested above, you can use the wait/ timeout condition however this will put your workflow in waiting state which may impact your CRM performance.

    There is nothing in CRM to which runs on a periodic basis but there is a thirst party utility Workflow Scheduler Solution. Its a solution which when installed, provides you with entity to schedule the workflow. This requires fetchxml to retrieve the records on which you need to run a workflow.

    Refer: alexanderdevelopment.net/.../updated-solution-for-scheduling-recurring-dynamics-crm-workflows

    Hope this helps.

  • Community Member Profile Picture
    Community Member on at

    ... and of course Microsoft Flow can do.. but this is another chapter...;-)

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