monitor a date field in first entity and before the date create a record in another entity

Question

This is the scenario: I have two entities Tasks entity which has a end date field and the second entity called notifications . I need a technique to monitor the end date in the task and before 5 days of the end date create a record in notification entity.

How can I apply this please in dynamics 365 without using wait condition because it consumes the server?

Answer 1

Definitely this can be performed and for our developer's sake Microsoft built and provided a very nice cloud service called Power Automate (Cloud Flows).

Power automate is very powerful and can perform a lot, as it has I don't know number of connections to different system and definitely CDS is out of box

For your use case you need flow on a scheduled

Then you need CDS current env connector