web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Unanswered

Workflow to email the new value of a changed field

(0) ShareShare
ReportReport
Posted on by 12,163

Struggling to figure out how to send out an email when a delivery date is changed/updated. I tried a RT workflow that triggers before the field changes to check if there is an existing value and then fires a child workflow which again checks whether or not the field has a date and then emails the new value to a dispatcher. It works for the most part except it fires when the field starts off null, which I can't figure out why.

Maybe there's another way to achieve this?

I have the same question (0)
  • empath-e CRM Profile Picture
    1,136 on at

    This should be a straight forward Workflow where you simply set your date field for Start When - Record fields change (as below) I've tested it and it works as expected. Do you have other options set for Start when by any chance?

  • Joe Woltering Profile Picture
    12,163 on at

    Hey Adam,

    I wish it were that simple. My issue is that I only need to fire if the field already contained a value. If I simply use the on-change method it will fire when the original value was blank. I was hoping to be able to achieve this without having to store the original value in a separate field.

  • empath-e CRM Profile Picture
    1,136 on at

    Hi Joe,

    Ah I see what you mean. You would think it would be easy to do but I tried several

  • empath-e CRM Profile Picture
    1,136 on at

    Hi Joe,

    Ah I see now. I will take another look today as this should be possible somehow.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the April Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
ManoVerse Profile Picture

ManoVerse 130 Super User 2026 Season 1

#2
11manish Profile Picture

11manish 117

#3
Muhammad Shahzad Shafique Profile Picture

Muhammad Shahzad Sh... 69 Most Valuable Professional

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans