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Session Id : 15UPbjoyda3wcpI1K6ttwc
Microsoft Dynamics 365 | Integration, Dataverse...
Suggested answer

Auto job to update status

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Posted on 24 Sep 2020 21:52:46 by 90

We have an entity called Agreements which has a status and an expiration date.  I want to create a method of automatically (no trigger) checking the expiration date on every agreement record and if the date is equal to today's date, set the status to "Expired".  I would prefer not to have a job running in the background 24x7; maybe a scheduled job to run at midnight nightly.

What is the best method of accomplishing this?  Thanks!

  • Suggested answer
    Bipin D365 Profile Picture
    28,967 Moderator on 25 Sep 2020 at 06:52:21
    RE: Auto job to update status

    Hi,

    If your CRM is hosted on cloud then go with option suggested by Leah.

    If your CRM is hosted on onpremise then Console Application is best option to achieve your requirement. And Schedule your Console app using Tasks scheduler on your server.

    Please mark my answer verified if i were helpful

  • Suggested answer
    Community Member Profile Picture
    on 25 Sep 2020 at 06:15:34
    RE: Auto job to update status

    Hi DawnK,

    Scheduled flow ca help you achieve it easily, A scheduled flow specifying when the date/time the flow will run and the frequency of the scheduled flow (once, daily, weekly and monthly) and provide additional filter conditions for the records.

    Here is the screenshot of the flow:

    pastedimage1601014297856v1.png

    Here are details steps about the flow.

    1.Go Power Automate(https://us.flow.microsoft.com/en-us/ ) to create a Scheduled flow.

    pastedimage1601014313210v2.pngpastedimage1601014319638v3.png

    2.Add ‘List Records ’ action.

    pastedimage1601014332623v4.png

    3.Add ‘compose’ action.

    pastedimage1601015160598v1.png

    4.Add ‘condition’ action:

    pastedimage1601014950997v1.png

    5.Add ‘update records’ action:

    pastedimage1601014399800v7.png

    6.Save and test the flow.

    pastedimage1601014493235v8.png

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

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