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CRM workflow If condition? RRS feed

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    Hi All,

                is there any possibility to run a workflow by checking the date.

    (Eg) Date field contains (2/20/2013) and today date is

    (2/20/2013) so i need to trigger a mail for specific user.

     

    Is there any possibility to send mail like this with the help of workflow. if so please guide me. 

    I configured CRM 2011 with Outlook..

    Wednesday, February 20, 2013 5:14 AM

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    There are two options:

    1- Workflow created on an event such as create of the entity. In this case you could place a wait condition util the date you want. Then it sends email at the date you want.

    2- Use the workflow automation solution. You could schedule running of the workflow for specific dates.

    If the answer helped you, remember to mark it as answer.

    Wednesday, February 20, 2013 5:45 AM
    Moderator

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