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Hi Team,
Requirement:
This is a Microsoft CRM 2013 online version and I got one requirement to recalculate 'Days Overdue' date for all Site Visit records on a daily basis.
Back ground:
I have one custom entity called "Site Visit" with ‘Due Date’ and ‘Days Overdue’ date field. The client wants to recalculate 'Days Overdue' based on 'Due Date' fields on a daily basis. That means system should auto- calculate 'Days Overdue' field of Site Visit records daily based on Due Date value. If it is CRM On-Premise I can go with SSIS package or windows service to bulk update Days Overdue of Site Visit records on a daily basis. How can I update all Site Visit records in MS CRM 2013 Online version on a daily basis? Does anyone come across this kind of scenario in CRM 2013 Online version?
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Hi
You can connect to the online SDK Webservices via SSIS, If you have SSIS envirment i think is better do use that. Schedule workflow can impact performance.
You can achieve your requirement using recurring workflow - bulk deletion process, refer below URLs for how to setup daily recurring workflow using bulk deletion process.
www.crmsoftwareblog.com/.../using-the-bulk-deletion-process-to-schedule-recurring-workflows
Now, you will need to have child workflow(custom workflow activity) that will execute under parent workflow(recurring workflow in this case) that will fetch all "Site Visit" records and will update due date by adding 1 to it.
Thanks,
Vijay Waghmare
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