In Dynamics 365, workflows can be run based on waiting for a time period to elapse given certain conditions. Here we will create a workflow that will send a reminder email for tasks to their owners when the task is due.
Go to Processes and create a new workflow on the Task entity:
Set the scope to Organization and the start to Created:
Next, insert a new Wait condition step:
Click to configure:
Select Process, Execution Time:
Equals the Task Due Date field:
Save and close. Now add a Send Email step:
Select Set Properties:
Add the Task Owner as the email to, and in the description we will use the Task Subject field:
The workflow should now look like below. Click Activate:
We will now test this. Create a new task and set the due date:
Once the due date is set, the task owner will receive an email:
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thank you and i wish you all the best
Thank you Vahid!