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Customer experience | Sales, Customer Insights,...
Suggested answer

sending remainder email

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I am having a custom entity named EmailRemainder, having these fields.

Frequency (option set) : Weekly, BiWeekly, Monthly

Contact (lookup)

I have created 3 records with different frequency and contact.

Requirement is: Based on the frequency I need to send a remainder email to the appropriate contacts, (every week or biweek or month) until the EmailRemainder entity records become inactive.

Can you give me some suggestion how we can implement this?

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  • Suggested answer
    Bipin D365 Profile Picture
    28,983 Moderator on at
    RE: sending remainder email

    Hi,

    Create new date field Next Run Date

    Set this field value based on frequency option set value

    Now use schedule flow which will run every day and pick active record where next run date is today

    Send reminder email

    Set next run date based on frequency option set field

    learn.microsoft.com/.../run-scheduled-tasks

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