I must to create Process for Invoice, that will start once per day, without conditions. How I can do it?
Here you go
Hope that helps
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There are no Out-of-the-Box scheduling engine in CRM, so that leaves us with a few options:
1.Host a service that implements the scheduling functionality and then have this service call into the CRM web service to perform actions regularly.
2.Leverage the CRM workflow “wait” step.
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Microsoft Specialist: Microsoft Dynamics CRM 2013 Applications,Extending Microsoft Dynamics CRM 2013,Microsoft Dynamics CRM 2013 Deployment,Microsoft Dynamics CRM 2013 Customization and Configuration
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A note on wait condition - try to avoid them if you can. They degrade system performance.
Here is another example
There are certain drawbacks also mentioned in the article, similar to what Deepesh has mentioned. Kindly do have a look into that as well.
Thanks for all. I am in development process by your advices. When will be result or questions - I'll write here.
Thanks Nataly, do post your queries here.
Such question - I must find some records with conditions in this workflow... But in workflow is absent such step as query CRM.
How I can find necessary records in workflow? Or it's not correct to use workflow for this task?
This is my process:
Check this.. might be help full for you to schedule workflow daily.
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Sorry, Mahadeo. But I can't import your example - I use MS CRM 2015.
If your requirement is to query multiple records and process them, I will suggest you to write a Custom Workflow Activity and use Retrieve Multiple to get your records.
Register this workflow to your Organization and invoke it from the Workflow from Dynamics CRM.
Ok, and I can run a Custom Workflow Activity once per day? How?
You need to invoke the Custom Workflow through the workflow in CRM.
When you register a Custom Workflow with your Organization it will appear as a Step in the workflow window, as shown below
Also you may try below logic to avoid Wait Condition in the workflow. Wait Condition will keep the Workflow alive and status will be Waiting until the wait condition is not met.
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You can achieve this by calling same workflow as child workflow and updating one custom entity.
Here are steps to do this..
a. Create custom entity with one date time field
b. Create workflow, which will trigger on custom entity.
a. Create custom entity..
1. Entity Name: Global Settings (new_globalsettings)
2. Add new date time attribute as Next Run (new_nextrun)
3. Add this attribute on form.
4. Save and publish Entity.
b. Create workflow.
1. Process Name: Schedule Email
Entity: Global Settings
Category : Workflow
2. After workflow created select
Available to Run: As an on demand process and As a child process.
Start when : don't select any option.
3. Now add steps to workflow.
i. Add Wait condition
Configure wait condition as
Process --> Timeout --> Equal --> Global settings Next run attribute
Save this step
ii. Withing wait condition add Send Email step
iii. Configure email using either inline text or template.
iv. Add new step under wait condition for updating Global setting entity
Set Next Run attribute value to After 7 days Process execution time.
You can specify time here for recurrence of email sending.. If you want email to be send every day, then update Next run attribute value to 1 day After Execution Time. If monthly then 1 month after execution time.. and so on.
v. Save workflow.
vi. Add new step in wait condition after updating entity for "Start Child workflow"
select child workflow as current workflow (Schedule Email)
vii. save workflow and activate.
4. Add new record in global setting entity.
i. Specify name and Next run value
ii. Run workflow.
when Next run value = current time then workflow will send email and update entity for next run and same workflow will be started for next run.
I have used this pattern in multiple projects and found it quite useful to implement a scheduled workflow functionality.
There is one method which you can follow to schedule your workflow. No "Wait Condition" from Workflow which degrades system performance.
This will be a never ending task and your workflow will be scheduled to run the moment WorkflowScheduler records gets deleted by Bulk Deletion Job