Automatic e-mail after close date

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Posted on by Community Member Microsoft Employee

Hi I want to set up a workflow to send an e-mail after a close date. I have the workflow but it is not working. I have it set up to check if the opportunity is open and Opportunity close date on (1 date after Opportunity:Close Date), then:

Send e-mail.

I know the e-mail is ok as I have used this for other things. Any ideas?

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Connected Field Service

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Community Member Microsoft Employee on at

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RE: Automatic e-mail after close date

Thanks again Andreas
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Andreas Cieslik 9,265 on at

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RE: Automatic e-mail after close date

You can follow this article for the first part but then you need insert a time out condition and set it to one day.

Then you could create and send the actual email.

ledgeviewpartners.com/.../dynamics-crm-e-mail-workflow

Sample with timeout:

community.dynamics.com/.../dynamics-crm-workflows-wait-vs-timeout