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How do I trigger an email to be sent out based on a date in the account form

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Posted on by Felicia

Hi all,

I want to send out a customer voice survey every 3 months after someone was been in our program for 3 months. I've made a calculated field to show the date that marks the 3 month anniversary for each person. Is there a way I can trigger an email to be sent when the 3 month mark has been hit? Would this involve creating a power automate flow?

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Qingqing Xin on at

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RE: How do I trigger an email to be sent out based on a date in the account form

Hi Felicia,

You can create a scheduled cloud flow which is repeat daily to compare the calculated date with now.

Set repeat daily.

Here are some of the more important parts of the process, then just add a step to send an email. The first half of the Filter rows is the Name of calculated field.

Regards,

Qingqing Xin

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.
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Bipin D365 28,964 Super User 2024 Season 1 on at

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RE: How do I trigger an email to be sent out based on a date in the account form

Hi,

Please look at below article which is similar to your requirement with small change

xrmdynamicscrm.wordpress.com/.../
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Anshuman Trivedi 130 on at

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RE: How do I trigger an email to be sent out based on a date in the account form

Hello Felicia,

To Answer your question - You have create scheduled flow to run on daily basis and fetch all the records where current date is equal to the date calculated by you in calculated field once you got those records fetched you have add a action to send email notification action to your flow it will send email notification to the provided recipent.

Please mark this as Verified if this answers your question.

Thanks

Anshuman