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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Workflow is not workin...
Microsoft Dynamics CRM (Archived)

Workflow is not working as expected.

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Posted on by waleedbinafzal 347

Hi,

I have an entity for recording the different statuses of an opportunity. This entity is linked to opportunity entity. This entity has four fields like the opportunity name, follow-up date, remarks and next followup date. I want to make a workflow for sending reminders to the relevant user on the next follow-up date of the opportunity. Like when the next follow-up date comes workflow send an email to the user. I have created one workflow, but it is not working as I was expecting and I need some suggestions what I am doing wrong. Below I am attaching the image of my workflow and the status is still waiting. 

54238.Capture2.PNG

0871.Capture3.PNG

Yesterday, I created one test follow-up and give the next follow-up date of today, since yesterday this workflow is on waiting.

Any help or suggestions would be highly appreciable. 

Thanks.

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  • Verified answer
    waleedbinafzal Profile Picture
    waleedbinafzal 347 on at
    RE: Workflow is not working as expected.

    Thanks, everyone for the suggestions, it helped me solve the issue.

    My new workflow after setting all the steps looks like this. And it is working now.

    06878.Capture.PNG

  • Suggested answer
    Nikica Profile Picture
    Nikica 311 on at
    RE: Workflow is not working as expected.

    If I understand correctly you should create workflow with only  first step with  "Wait Condition" with "Process" "Timeout" "Equals" "next follow-up" and then send email in second step.

  • Suggested answer
    Sreevalli Profile Picture
    Sreevalli 3,256 on at
    RE: Workflow is not working as expected.

    Hi,

    See an example which I did on Opportunity Est. Close date.

    Your workflow should trigger in create and update (of Est. Close date) and follow the steps as below.

    Screenshot-2019_2D00_01_2D00_30-at-10.27.38-AM.png

  • Suggested answer
    crm development Profile Picture
    crm development 870 on at
    RE: Workflow is not working as expected.

    Hi Waleed,

    Change the second condition in workflow. Instead of using multiple if statements, use Conditional Branch ( Select first if statement and click on Add step button for Conditional Branch option).

    Reason behind your waiting(till infinity) workflow is, your first condition met and second condition is never going to meet (wait until Yesterday's Date = Today's Date).

    Also in first condition, add workflow success completion step.

    Hope this helps.

    -Anand

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