Triggering a workflow on all existing records

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I want to update several fields for ALL existing Inactive Contact records. there is no trigger event. How can i create/trigger a workflow that will look at all records without a triggering event?

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Mahadeo Matre 17,021 on at

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Hi,

First you need to create workflow which execute "on-demand"

then you can use XrmToolbox to execute on-demand workflow on all records.

Here is more detailed information

community.dynamics.com/.../step-by-step-running-on-demand-workflow-for-all-active-records

In case if you don't want to use XrmToolBox, then you can execute workflow on maximum 250 records at a time manually..

community.dynamics.com/.../running-on-demand-workflows-on-records-in-crm

hope this will help.

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Mark Muskin 45 on at

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Hi,

Your post mentions using XRMtoolbox and I've found a tool within XRMtoolbox but what I don't see is a way to SAVE the Workflow execution profile like the link references is available in the older MSCRMToolKit.. I tried to use the Toolkit too but it's throwing an error at the time of connection.

Any advice would be greatly appreciated!

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Charles Abi Khirs 3,569 on at

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Hello,

You can check this blog post : charlesak.blogspot.com/.../crmd365-execute-workflow-on.html

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Mark Muskin 45 on at

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Hi Charles,

Thanks! This is precisely what I did using that exact tool, but is there a way to save the configuration so that it can be run on a recurring daily schedule?

I've figured out how to schedule it using an additional entity & bulk deletion rules but I don't see how to call that specific process again (ie: a saved WF template that can be executed when a record is deleted).

Thanks again!!

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Mabna 5 on at

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Hi Mark,

Did you find an answer for this issue??

I am having the exact issue and can not find any solutions

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