You’re offline. This is a read only version of the page.
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?
*This post is locked for comments
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
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.
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.
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
Ms-Crm online
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.
can you pls explain bit more on your requirement.
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,240
Super User 2024 Season 2
#2
Martin Dráb
230,149
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (