web

You’re offline. This is a read only version of the page.

Dynamics 365 CommunityForums Microsoft Dynamics CRM (Archived) workflow - Notificatio...

Microsoft Dynamics CRM (Archived)

workflow - Notification sent that distinguishes what have not been followed up on by EOD 5 business days after the first call

(0) Share

Report

Report

Posted on by Community Member

HI Friends,

I need to design the work flow,I have status field in CRM called 1 st call.I need to send notification after 5 business days.

Notification sent that distinguishes have not been followed up on by EOD 5 business days after the first call

thanks

*This post is locked for comments

I have the same question (0)

All responses Img

All responses (1)

Answers Img

Answers (0)

Suggested answer

razdynamics 17,308 User Group Leader on at

Like (0)

Report

RE: workflow - Notification sent that distinguishes what have not been followed up on by EOD 5 business days after the first call

Hi Ayesha

You can Create Workflow on Entity which Triggers for Status change

Add Condition : If Status = 1st Call

Add Step: Update Record: Set new_1stcalldate(newdatefield) = execution time

As shown in below screenshot

Add Step: Wait Condition: Wait Until new_1stcalldate(newdatefield) = 5 Days After new_1stcalldate

as shown in below screenshot;

Then Finally Add Send Email Step

Workflow looks like below screen screenshot

Hope that answers your question ?

Best Wishes, Raz

Was this reply helpful? Yes No

Helpful resources

News and Announcements

Join experts in person to explore low code and AI agents at the Power Platform Community Conference sponsored by Microsoft

Quick Links

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1

HR-09070029-0 2

#2

ED-30091530-0 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans