803
We are wanting to create a task on a contact's birthday. Do you think a background workflow will work for this? The conditions will be if client's b-day field = current day, then create task. Will a background workflow slow down the system? Any thoughts will be appreciated.
Hi,
I would suggest to use Workflow Scheduler Solution by Alexander. Its a solution which when installed, provides you with entity to schedule the workflow. This requires fetchxml to retrieve the records on which you need to run a workflow. So you can
1) Create a workflow which run on demands on a contact record and creates a birthday reminder task.
2) Fetch XMl query to retrieve contacts where birthday is today.
3) And then configure a record in the entity to execute the fetch daily and run workflow.
This is the easiest, no code solution to achieve this task.
alexanderdevelopment.net/.../updated-solution-for-scheduling-recurring-dynamics-crm-workflows
Hope this helps.
Hi Ben,
I have tried workflow and found that we could not set "current day“ as a condition.
I recommend to use C# to achieve this requirement and you could refer to the following steps.
1.Develop a Job(console) application to get the birthdays of all the contacts via WebApi and filter out the eligible people.
Then create task with your logic requirement through WebApi.
Here are some samples provided by Microsoft.
2.Hang this application in a scheduled task and set to start running every 0:00 AM.
Hope it helps.
Best Regards
Leo
Hi,
I would avoid background workflow , because it will cause performance issue.
1. Console application
- create a task scheduler in your server, to run everyday.
community.dynamics.com/.../simple-dynamics-crm-console-application
docs.microsoft.com/.../task-scheduler-start-page
2. MS Flow
- If you have MS flow licence, you also can achieve it, by using scheduling MS flow.
HI...
Yes, lot of waiting workflows will impact on system performance.. instead of waiting workflow you can do console application - which will run every day and create task on b-day, another option is SQL job (if on-premise)
another option is workflow which is triggering based on record deletion or goal update and write logic in workflow to find out contacts who has birthday today and create task.
hope this will help..
Share
Report
All responses (
Answers (
