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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / When a date field is e...
Microsoft Dynamics CRM (Archived)

When a date field is exceeded send email to the customer

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Posted on by Community Member Microsoft Employee

Hi all,

We have a requirement like opportunity entity has a order date field if that date field exceeds and if the opportunity is still open then a notification email should go the customer.How can i achieve this?

Let's say if order date is 29/07/2018 and if opportunity is still open then on 30/07/2018 an email notification should go the customer.What is the best approach? I am thinking to write background workflow but how to write the condition?

 Any suggestions are highly appreciated!

Thank you!

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: When a date field is exceeded send email to the customer

    Thanks for your responses...I will go through the links provided!

  • Suggested answer
    Nithya Gopinath Profile Picture
    Nithya Gopinath 17,074 on at
    RE: When a date field is exceeded send email to the customer

    Hi Sanjay Gupta,

    You can make use of the Timeout option under Wait condition in OOB workflow.

    See: www.powerobjects.com/.../time-condition-based-workflows-in-crm-2011

    Hope this helps.

  • Suggested answer
    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,626 on at
    RE: When a date field is exceeded send email to the customer

    Hi,

    I would recommend you go for scheduled SSIS or Console application or Microsoft Flow in this case, because if there are too many wait condition workflow, the performance would be affected too.

    Microsoft Flow (Scheduler)

    https://docs.microsoft.com/en-us/flow/run-scheduled-tasks

    Wait Condition(workflow)

    crmtipoftheday.com/.../dont-use-wait-conditions

    but if you decided to use wait condition workflow, please take a look the best practice.

    www.magnetismsolutions.com/.../workflow-wait-conditions-best-practices-dynamics-crm-2011

  • Aric Levin Profile Picture
    Aric Levin 30,188 on at
    RE: When a date field is exceeded send email to the customer

    You can either use a Workflow with Wait condition and Process Timeout that will execute some Custom Workflow to check which records you need to mail, or create an SSIS package/Task scheduler job (that runs On Premise) and will execute on a daily basis and check for particular records and send email to the resulting records.

  • Suggested answer
    Jeet Gandhi Profile Picture
    Jeet Gandhi 320 on at
    RE: When a date field is exceeded send email to the customer

    Hello,

    The best way to achieve the same is by creating a background OOB workflow with timeout conditions.

    o the

    Write the workflow on the update of the field "Order date".

    In the Timeout condition, place wait until "Order date" + 1 and in the steps, send an email to the related customer.

    For more details on using Timeout conditions in workflow, please go through the link below:

    community.dynamics.com/.../how-to-set-up-a-crm-workflow-timeout-condition

    Hope this would be helpful.

    Please mark this as answer if found useful.

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