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Microsoft Dynamics CRM (Archived)

Email Notification using workflow 30 days before expiry date field

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I am trying to create a workflow to notify certain users via email if contact is expired. I have added a field in the main form which accept dates. 

Below is what I have created in Sandbox but it does not trigger the email workflow.

What am I doing wrong ? I am very new to Dynamic.

Expiry-Date.JPG

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  • Suggested answer
    gdas Profile Picture
    50,091 Moderator on at

    Hi Ali ,

    You are doing wrong at the triggering point , as you dont know for particular record when the date will be in 30 days before. So my recommend is to create a date field which basically store the 30 days before date based on the date which you want. Once you have the date in which the mail will trigger you can follow below references -

    community.dynamics.com/.../send-birthday-email-to-customers-workflow-javascript

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