Notify owners based on date field

ITMikeK
ITMikeK used Ask the Experts™
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We created a date field in Dynamics 365 that is for contracts that sunset. We would like to have our account owners be automatically notified when the date is within 60 days of expiring. What is the best method of doing this?
Thanks!
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Feridun KadirPrincipal Consultant

Commented:
I'd use a workflow with a wait condition. The condition would be wait until 60 days before your custom field and then send an email.
Principal Consultant
Commented:
The workflow should be triggered when the date field changes.

You'll need to start the workflow for existing contracts.

Do let me know if you need more help setting up the workflow.

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