Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

Email Notification using workflow 30 days before expiry date field

(0) ShareShare
ReportReport
Posted on by 10

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

*This post is locked for comments

  • Suggested answer
    gdas Profile Picture
    gdas 50,089 on at
    RE: Email Notification using workflow 30 days before expiry date field

    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

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

Daivat Vartak – Community Spotlight

We are honored to recognize Daivat Vartak as our March 2025 Community…

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Kudos to the February Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,516 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,407 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans