Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to kick off a work...
Microsoft Dynamics CRM (Archived)

How to kick off a workflow when the last modified date is 2 or 4 days old?

(0) ShareShare
ReportReport
Posted on by USA80 2

I am wondering how I would do the following.  I have a field called Completion status.  This field is a drop down.  I need a workflow to be triggered off of this field that when the field is set to "In Progress" it looks at the modified date for this field and then should send an email 2 days later if this field on this record is still set to "In Progress".  Also, If this field stays in "In Progress" even after the first email is sent, I need another email sent 2 days later(or really 4 days from the last modified date of the Completion status field).

I was trying to do this with a timeout and a condition, but wasn't haven't any luck.  So anything that you provide is greatly appreciated.

Thank you.

*This post is locked for comments

  • USA80 Profile Picture
    USA80 2 on at
    RE: How to kick off a workflow when the last modified date is 2 or 4 days old?

    I am unable to get this to work.  Is it possible for you to step me through on getting this to work via workflow in CRM instead?

  • Suggested answer
    Arun Vinoth Profile Picture
    Arun Vinoth 11,615 on at
    RE: How to kick off a workflow when the last modified date is 2 or 4 days old?

    For such complex scenarios, recommended approach is scheduled console app in Windows task scheduler.  

    Have reporting/Audit field in the record itself to capture initial InProgress date & reminder sent flag. This way modifiedon changes by other updates will not disturb your flow. Also make sure to clear the above fields when InProgress changed to some other value.

    If you want reminder to be dispatched hourly, configure the hourly task, pull all the records with the time difference between now & initial InProgress date of 49 hours, send email & update as reminder sent.

    Same job can pull all the records with the time difference between now & initial InProgress date of 97 hours, send email & update the record.

  • Suggested answer
    Ben Thompson Profile Picture
    Ben Thompson 6,350 on at
    RE: How to kick off a workflow when the last modified date is 2 or 4 days old?

    You could create 2 flows that are triggered on a schedule (overnight), search for the appropriate records, iterates across them and sends emails out.

    The first one would search for "In Progress" records that were last modified 2 days ago and send an email.

    The second one searches for "In Progress" records that were last modified 4 days ago and sends an email..

  • Raghu Krishnamurthy Profile Picture
    Raghu Krishnamurthy 80 on at
    RE: How to kick off a workflow when the last modified date is 2 or 4 days old?

    Sorry! I do not have a direct answer to your question. However based on my experience with using Wait condition in a workflow, that approach is just not worth it in the long run due to:

    1. All workflows  in waiting status will fill in the Workflow logs (workflowlogbase) and can create lot of performance and space issues.

    2. If there is any change to the business rule in terms of the duration to check before sending the email, you need to change the workflow and deploy the changes.

    So I would recommend to implement a custom solution (a scheduled batch job) to check the status and the duration to send the emails.

    I would be curious to see if anyone provides a good way to implement this using out of the box options.

    Thanks.

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

Announcing Our 2025 Season 1 Super Users!

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

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Tip: Become a User Group leader!

Join the ranks of valued community UG leaders

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 231,321 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans