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Actually I want to set an alert or reminder mail before 2-3 days of the selected date.
Scenario- There is one entity named "Leads". So in that lead entity whenever any record is created, in that one field is their named "Reminder" and data type is Date format. So in that "Reminder" field user will select one date.
So suppose user selects date 6/10/2020, so he/she should receive reminder or alert mail before 2 days of the selected date i.e on 6/8/2020.
So can anyone help me with this scenario in creating flow!??
Thanks in advance.
Thank you @ManishJain for reply.
Here is the link where I posted my question in D365 community -
Please reply there if you know the answer or else no problem.
Thanks once again
Hi @Saurabh-704 ,
Feel free to ask your question on community forum. If not me somebody else should be able to answer your question.
Thanks
Hello @ManishJain !!
Like just wanted to ask here, as I dont have any point of contact with you. Like do u have experience in D365 just have one doubt actually related to D365, so that I can ask question in D365 community by tagging you there or like through any other platform, if you are ok with it!!
But then also apart from all this just wanted to thank you for your helping me in creating flows!
Thank you so much @ManishJain for your response, it means a lot.
Hi @Saurabh-704 ,
You are right we have to use formatDateTime
Thank you @ManishJain , for quick response. I got your point.
But at your previous reply you asked me to given expression : formatDatetime(addDays(utcNow(),2),'yyyy-MM-dd')
And now at last reply you asked me to give expression : addDays(2,utcNow())
So can you please confirm that which expression will be right one or both will work fine ?!
Thanks in advance !
Hi @Saurabh-704 ,
From the advanced find just download the fetchxml for particular date . Once you put that fetchxml in List records action there remove the date and put the expression like this:
addDays(2,utcNow()) for pulling data for 2 days in advance.
Thanks
Hello @ManishJain. Thank you for your quick response!!
Actually I have doubt in giving the condition in Advance find. I have attached the screenshot of condition with this for your reference.
Actually my entity name is "Leads" and field where we are selecting date is "Remainder" one, on basis of which we are giving generating remainder mail.
So, the condition which I have given is right or do I need to change something before downloading the Fetch XML?!
Hi @Saurabh-704 ,
You need to go to advanced find in CRM first and get your filters set up for the entity and once you do that download the fetchxml. After doing so go to Flow and use List Records action from Current environment connector. This action has option to use fetch xml you just downloaded from CRM.
Please let me know if you looking for something else.
Thanks
Hello @ManishJain, Actually I need your help in fetchXML query, like what do we need to mention here and how can you help me with this ?!
Waiting for your response!!
Thanks in advance.
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