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  • Status: Solved
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Dynamics CRM Workflow triggered on expiration

Hello Experts,

I need to create a workflow that sends an email to a contact whose membership expires in 30 days.  I have most of it (I think) but I can't figure out how to trigger 30 days before the membership expiration field.

anyone know how to make this happen?

Thanks,
0
ACUIWebDeveloper
Asked:
ACUIWebDeveloper
  • 2
1 Solution
 
Feridun KadirPrincipal ConsultantCommented:
Yes!

In the workflow add a wait condition step. Configure the wait step to reference Process, Execution time, set the test to equals. In the Form assistant select the dynamic values to 30 days before Contact/Membership Expiration.
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Feridun KadirPrincipal ConsultantCommented:
See this screenshot (use your date field instead of Anniversary).
Wait-Condition-Test.JPG
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ACUIWebDeveloperAuthor Commented:
That is exactly what I needed.  Thanks!
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