Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM (Archived)

View Background/Realtime processes for opportunity

Posted on by 790

dear all

how i can view the Background/Realtime processes for opportunity , unlike the other entities (like CASE), there is no direct link from the upper ribbon to view these two processes.

also searching for this in the SystemJobs is very difficult.

please help.

thanks,

*This post is locked for comments

  • Ahmad Saud Profile Picture
    Ahmad Saud 790 on at
    RE: View Background/Realtime processes for opportunity

    Thanks Goutam

  • Verified answer
    gdas Profile Picture
    gdas 50,085 on at
    RE: View Background/Realtime processes for opportunity

    Hi Ahmad ,

    Real-time workflows do not use System Jobs records (as they run immediately). There is no logging for successful real-time workflows.

    In the workflow, check “Keep logs for workflow jobs that encounter errors”. Errors will then appear in the Process Sessions tab which you added already.

    [View:https://docs.microsoft.com/en-us/previous-versions/dynamicscrm-2016/administering-dynamics-365/dn531149(v=crm.8)#monitoring-real-time-workflows-and-actions]

  • Ahmad Saud Profile Picture
    Ahmad Saud 790 on at
    RE: View Background/Realtime processes for opportunity

    sorry Goutam, the previous reply was for another question, please ignore it.

    now, regarding your last reply, i do have some of the real-time workflows.

    are you saying that the icon for "Realtime" will only show if some realtime workflows fail? sorry i am not getting your point.

    thanks,

  • Ahmad Saud Profile Picture
    Ahmad Saud 790 on at
    RE: View Background/Realtime processes for opportunity

    Hi

    the code does not need any modification, it works fine.

    but as i mentioned, it does not work only for the new security role which i mentioned in my first post, so i think some permissions are missing to allow running this script.

    thanks,

  • Suggested answer
    gdas Profile Picture
    gdas 50,085 on at
    RE: View Background/Realtime processes for opportunity

    Hi Ahmad,

    Real time workflows jobs  will be available only when it fails .

    so please check if you have any real time workflow which is in failure status.

  • Ahmad Saud Profile Picture
    Ahmad Saud 790 on at
    RE: View Background/Realtime processes for opportunity

    thanks a lot Charles

    i managed to add the BG processes, but i could not find the real-time, it will be great if you can help me.

    please check below.

    2019_2D00_03_2D00_24-16_5F00_04_5F00_26_2D00_Greenshot.png

    thanks,

  • Verified answer
    Charles Abi Khirs Profile Picture
    Charles Abi Khirs 3,569 on at
    RE: View Background/Realtime processes for opportunity

    Ahmad,

    Maybe I was not clear in my first reply. What you need to do is:

    1. Open the form customization. Settings > Customizations > Customize the system

    2. Under the entities, scroll down to the opoortunity entity > Forms

    3. Open the main entity form

    4. Double click the left area in the form. This area is related to the navigation

    5. In the right pane, select the needed relationships for the BG/RT workflows.

    6. Save and close the entity form

    7. Publish your customizations

    Note: the above steps can be done by system administrator/customiser

    (Msft link to help you as well: docs.microsoft.com/.../add-edit-form-navigation-related-entities)

    Hope this helps!

    If found helpful, please mark the answer as verified.

    Charles Abi Khirs.

  • Ahmad Saud Profile Picture
    Ahmad Saud 790 on at
    RE: View Background/Realtime processes for opportunity

    it does not , please check below :

    2019_2D00_03_2D00_24-15_5F00_41_5F00_43_2D00_Opportunity_5F00_-test_2D00_12345.png

    as you can see, there is no Background or real-time processes shortcuts in the menu.

    thanks.

  • Charles Abi Khirs Profile Picture
    Charles Abi Khirs 3,569 on at
    RE: View Background/Realtime processes for opportunity

    The same should be applied to the opportunity entity.

    Regards.

  • Ahmad Saud Profile Picture
    Ahmad Saud 790 on at
    RE: View Background/Realtime processes for opportunity

    Hi Charles

    thanks for your answer, but please check my question again, I mentioned oppotunity as the entity i face this problem with, Case is fine.

    in fact, i was referring to case as an example of how easy to get access to these BG/RT processes, i need the same but for opportunity.

    thanks,

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,269 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,198 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans