workflow to copy automatically on the last day of each month.

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Hello, I would have to automatically copy the contents of some fields of one entity to another on the last day of each month.
This would allow us to determine how these fields have changed over time.
Does anyone have a tip on how to automate this?

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Syed Ibrahim 6,257 on at

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can you pls explain bit more on your requirement.

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What I need is a function that copies certain records from one entity to another on the last day of each month.

Example:

Initial entity "Projects"

Fields: Project name, project status, project key Figure;

Goal Entity "Project log" Project name, project status, project key figure, date

And always automatically on the last day of each month.

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Ms-Crm online

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manojd 1,397 on at

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Oliverk,

I suggest you create a recursive workflow to achieve this requirement

kindly follow the URL mentioned below to achieve this requirement

community.dynamics.com/.../create-recursive-or-scheduled-workflows-in-crm

hope this will give a right path to proceed & feel free to ask further question if any

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tw0sh3ds 5,600 on at

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There us no inside-CRM feature that I would recommend for this, because nothing is reliable enough. You should create custom app that does this logic and schedule it to run on the last day of the month. There are plenty of possibilities here - it can be simply a console app on your server or on Azure or maybe a Logic App in Azure etc.

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Hi,

you could also plan a schedule task which runs every month and check your conditions to clone your records by calling a custom action.

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Syed Ibrahim 6,257 on at

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You can achieve it in a couple of ways

1. Create a recursive workflow to create records with existing values whcih can trigger every month last day

Ref 1: alexanderdevelopment.net/.../scheduling-recurring-dynamics-crm-workflows-with-fetchxml

Ref 2: As Mr.manoj Suggested community.dynamics.com/.../create-recursive-or-scheduled-workflows-in-crm

2. Create a console application and schedule it to run every day of the month.

Ref 1: Create console App

joegilldotcom.blogspot.sg/.../simple-dynamics-crm-console-application.html

Ref 2: how to schedule batch

www.thewindowsclub.com/how-to-schedule-batch-file-run-automatically-windows-7

Hope this helps. Pls mark it as verified to close the thread if suggestion resolved your query

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