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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Setting Up Recurring W...
Microsoft Dynamics CRM (Archived)

Setting Up Recurring Workflow on ALL records of an Entity

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Posted on by Community Member

Hello, 

We want to set up a recurring workflow on all records of an entity. The goal is to deactivate a contract (which is a custom entity in our organisation) when the end date is passed.

I looked into this article:

https://www.powerobjects.com/2016/07/11/setting-up-recurring-workflows-in-dynamics-crm-2016/

But I guess this only applies on 1 record, or multiple records when triggered.

We want to run this once a day on ALL active records of the entity.

I also looked into Microsoft Flow, but seems this only run on 1 record of the entity also.

Anyone an idea how to establish this?

Many thanks

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  • Verified answer
    Guido Preite Profile Picture
    Guido Preite 54,086 Moderator on at

    If you plan to run a check once a day, the way that I normally suggest is to create an ondemand workflow (where you put the logic you want to be executed for the records that match your criteria) and a console application that search for the records that match your criteria and launch the ondemand workflow on the selected records (so you search for your contracts with an expired date)

    Normally you put the console application on a server but you can also use Azure Functions for this task (something like this tutorial)

    The code solution and the ondemand workflow makes sure that you don't clog your CRM asynchronous service with tasks that are triggered once per day on a small amount of records.

    You can of course have an only code solution (so you don't need the ondemand workflow and your console application search and deactivate your contracts) but that depends on who administer your CRM, if the logic needs to be updated by some non technical people, if you want to disable the integration for any reason, etc etc.

  • Suggested answer
    Aric Levin - MVP Profile Picture
    Aric Levin - MVP 30,190 Moderator on at

    If you have to run a process such as this, I agree with Guido.

    Create a simple console application that retrieves all the records and performs the actions you need them to perform. Then use Task Scheduler so that it runs daily on a particular time.

    That would be the optimal and probably the easiest solution.

    If you do not have a server, then you can use Azure functions or other Azure services to perform the logic that you need.

    Hope this helps.

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