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Customer experience | Sales, Customer Insights,...
Answered

Running an on-demand workflow on large no of records

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Posted on by 8

Hi, 

Need help on running a workflow on marketing List or on Advance Find results.

Scenario is I have a huge list of records 10k+, and on these records i have to run an on-demand workflow, to send out a Click Dimension Email. 

These records are added in a marketing list but there is no option that i could see or aware of how to update the members of the list.

l can also find these records using an advance find query but that means it is a long process of selecting 250 max records in one go and repeat that for all 10K+ records. 

Please suggest of any quick way, fyi: i can not code. 

Thanks,

PS10

  • PS10 Profile Picture
    PS10 8 on at
    RE: Running an on-demand workflow on large no of records

    Thank you so much Mehdi, this will work perfect.

  • Verified answer
    meelamri Profile Picture
    meelamri 13,212 User Group Leader on at
    RE: Running an on-demand workflow on large no of records

    Hi,

    You can use this tool: Bulk workflow execution available on XrmToolBox. Please check this post, you will find all steps and screenshots:

    community.dynamics.com/.../run-on-demand-workflows-on-bulk-records-using-xrmtoolbox-bulk-workflow-execution

    Download Fetch XML in Advanced Find: 

    https://youtu.be/ICXXDgvbDS0

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