Dynamics CRM : Bulk Execution Workflow
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Santosh bhagat
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ReportBulk Execution Workflow
Case Study: -
Some time we need to run on demand workflow for selected set of records. This task need manual intervention. In some scenario we want to schedule this task on hourly basis or daily basis. In Dynamics CRM there is no provision for scheduling on demand workflow execution for set of selected records. Like Dynamics CRM provide provision to schedule Bulk deletion workflow scheduling.
Solution: -
In below solution I will provide a way how we can schedule our bulk on demand workflow execution.
I have used below one custom entity to schedule bulk workflow execution.
Entity Name: -Bulk Execution Task
Below are the field used in this entity: -
| Field name | Data Type |
| Fetchxml Query | Multiple Lines of Text |
| Last Run Time | Date and Time |
| Next Run Time | Date and Time(Calculated) |
| Repeat Duration(Hours) | Whole Number |
| Termination Date | Date and Time |
Calculated field: -
Workflow Used: -
In this solution a OOB workflow is used name “Bulk Workflow Execution”.
This workflow will trigger when record is created in “Bulk Execution Task”.
In this workflow Child process needs to check.
If record is created and conditions are meet a custom workflow will execute. This custom workflow responsible to run our on-demand workflow based fetch query we have specified.
You can download solution from here: - Download Here
This solution is created in “Dynamics 365” version.
Working: -
Create record in Setting->Bulk Execution Workflow->New.
Provide workflow ID.
Open your workflow need to execute and copy ID from address bar. Make sure On-demand is checked for this workflow.
Provide your fetch XML query to select records. You can used “Advance Find” to get fetch query.
Provide other details.
When you save the record. Your Workflow start execution based on your information.
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