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I need a workflow to create a task on the "upcoming birthday" field. Is there a way to execute a workflow on the upcoming birthday? I'm really new to this..
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Hello,
Check following articles:
blogs.msdn.microsoft.com/.../part-1-happy-birthday-via-workflow-using-client-side-scripting
blogs.msdn.microsoft.com/.../part-2-happy-birthday-via-workflow-using-custom-workflow-activity
Hi,
You can check in below link.
community.dynamics.com/.../150137
Please check if the below link helps
community.dynamics.com/.../show-all-contacts-whose-birthday-falls-this-week-in-microsoft-dynamics-crm-2016-2015-online-update-1
danielcventer.wordpress.com/.../birthday-reminder-workflow-in-crm
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