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Creating CRM 2011 Workflow to send e-mail 30 days before project close date

Posted on 2011-09-13
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Last Modified: 2013-10-09
I have a custom field named estimated project end date on my CRM 2011 opportunity form. I need to create a workflow that will send a reminder e-mail to the owner of the opportunity 30 days prior to the project close date.

What is the best way to do it without resorting to programming and just the out-of-the-box customization tools that come with CRM 2011 Online?

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Question by:chad_sriram
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Andrii Butenko earned 500 total points
ID: 36534360
Hello Chad,

I recommend you to use workflow with wait clause. As a wait to you can use calculated date - Close date - 30 days.
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by:chad_sriram
ID: 36536322

How do I define the criteria inside the Wait Condition? Can you elaborate? Thanks.
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