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Answered

Send email 1 week before the due date in ms automate flow crm 365

Posted on by 2,665

Hi All,

I am trying to apply filter in fetchxml to get the lists of cases where 1 week back from the due date email should trigger using ms flow.

What filter should i apply in fetch xml . I am trying with duedate on adddays(utcnow(),7) so thta i can get the future due date record lists.Is it coorect way to use in fetchxml in ms flow ?

Thanks,

Jharana

  • Verified answer
    Pradeep Rai Profile Picture
    Pradeep Rai 5,490 Super User 2024 Season 2 on at
    RE: Send email 1 week before the due date in ms automate flow crm 365

    Hi,

    If we create schedule power automate and will run this power automate 1 time in each day.

    For e.g. On 13-10-2021 the power automate triggered and with above fetchXML. it will retrieve all the records having due date in next 1 week.

    Once record retrieved then we can send email.

    Hope this help.

    Thanks,

    Pradeep.

  • Jharana Baliyar Singh Profile Picture
    Jharana Baliyar Singh 2,665 on at
    RE: Send email 1 week before the due date in ms automate flow crm 365

    Hi Pradeep,

    Thanks for the response.with next x weeks it will give all the records due date coming in these 1 week.

    I need to apply something like suppose due date is 18th Oct 2021 then email should trigger on 11th oct means only those records need to retrieve whose due date in 18th then thay should get mail 1 week before means on 11th oct.

    Thanks,

    Jharana

  • Suggested answer
    Pradeep Rai Profile Picture
    Pradeep Rai 5,490 Super User 2024 Season 2 on at
    RE: Send email 1 week before the due date in ms automate flow crm 365

    Hi,

    We can use "Next X Weeks" filter in FetchXML to get the records as below:

    FetchXML:

    <fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false">
    <entity name="incident">
    <attribute name="title" />
    <attribute name="ticketnumber" />
    <attribute name="createdon" />
    <attribute name="incidentid" />
    <attribute name="caseorigincode" />
    <order attribute="title" descending="false" />
    <filter type="and">
    <condition attribute="new_duedate" operator="next-x-weeks" value="1" />
    </filter>
    </entity>
    </fetch>

    Once we run the above FetchXML it will gives the cases records which have due date in next 1 week.
    And we can use same in Power Automate.

    Thanks,
    Pradeep.

    Please mark this as VERIFIED it it helps.

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