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Notifications for quote expiration date

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Posted on by Najla Nichols

Hello,

I would like to know how to create a notification in Dynamics 365 Sales when a quote in our system is over 6 weeks old from the created on date. Ideally it would email their manager to review.

Thank you for any assistance.

Najla

Categories:

Quotes / Orders / Invoices

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Answers (1)

Zap Objects 913 on at

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RE: Notifications for quote expiration date

Hi Najla,

To generate an In-App Notification automatically when Quote in system is more than 6 weeks old... you could use Zap Objects : In-App Notifications Generator App too!

Here is a blog that shows an example scenario of how to generate this recurring notification automatically when Opportunity Est Close Date is in Next X days...https://zapobjects.com/microsoftdynamics365_powerapps_zap_notifications_generator/generate-in-app-notifications-automatically-as-per-recurring-schedule-when-using-zap-notifications-generator-app-for-dynamics-365-for-sales-customer-service-power-apps-eg-notifying-opportunity-own/
Najla Nichols 5 on at

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RE: Notifications for quote expiration date

Thank you VERY much for the detailed response. I appreciate it!
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Eiken on at

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RE: Notifications for quote expiration date

Hi,

Please refer to my steps via workflow.

Firstly, you can create a new calculated field to calculate the number of days the quote has been created.

Then go to Advanced settings>Setting>Process>New to create a new workflow.

Then set the condition properties, choose wait condition.

Then send email.

Remember save and activate your workflow.

This workflow is the background workflow and it can only be triggered only on record creation.

If you want the previously created quote to also execute this workflow, use real-time workflow.

Dynamics 365: How to create a workflow? (automation) - Gestisoft
Najla Nichols 5 on at

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RE: Notifications for quote expiration date

This is perfect. Thank you very much!
Sandhya Rabadiya 16 on at

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RE: Notifications for quote expiration date

Hi Najla,

Yes, you can also use PowerAutomate to create a flow. To create a workflow in Power Apps, you can leverage the Power Automate platform, which is closely integrated with Power Apps.
Here are the references for PowerAutomate flow configurations:
https://learn.microsoft.com/en-us/power-automate/dataverse/wait-conditions

https://learn.microsoft.com/en-us/power-automate/getting-started

Hope this helps!
Najla Nichols 5 on at

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RE: Notifications for quote expiration date

Thank you for your response. I'm brand new to Dynamics. Would I find this in Power Apps? Thank you
Sandhya Rabadiya 16 on at

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RE: Notifications for quote expiration date

Hello Najla,

You can use workflow with wait conditions in CRM to send email notifications when the quote will be 6 months old. By configuring the time period in the workflow based on the CreatedOn field, you can achieve this.

Refer to below links to set/configure workflow with wait conditions:
https://carldesouza.com/workflow-wait-conditions-dynamics-365/
https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/227905/workflow-wait-condition-scenario

Hope this helps!

Please mark verified if the answer is helpful!