how to run a background job Daily ?

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i am using Dynamics 365 CRM online V9. i am developing a solution, it will call an external API to get data then push to my CRM. i want to run this job daily.

this solution will distribute to my clients. i had thought to use workflow/plugin to do this job but i do not know how to get it triggered daily.

can you help me?

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Kokulan 18,054 on at

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RE: how to run a background job Daily ?

Hi

You can create a workflow that waits until the specified time, executes the logic and then starts the waiting for next day and carries on like this but nowadays, flow is used more and more for this sort of recurring tasks.

You can create the workflow in CRM, and create Custom Workflow Activities to talk to the external API and perform your logic in there

And then call this workflow from a recurring flow

community.dynamics.com/.../executing-dynamics-365-workflows-from-microsoft-flow

The example in the link calls the workflow on a request action, but you can use Recurring action to run it on a recurring schedule basic

docs.microsoft.com/.../run-scheduled-tasks

If you do not like using flow or if you are not comfortable using flow, let me know I could provide more detail on how you can do this just using workflow in CRM

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RE: how to run a background job Daily ?

hi ,

all this customization will be package into a solution and then sell to my client. MS Flow seems cannot be packaged. it seems to require the clients to configure it using their own account. that's not suitable.

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Kokulan 18,054 on at

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RE: how to run a background job Daily ?

You should be able to export the flow and let your customer import it

social.technet.microsoft.com/.../51255.develop-and-deploy-microsoft-flow-applications.aspx

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RE: how to run a background job Daily ?

i want to make a CRM solution and maybe submit it into app source. my clients could install it with out a lot of configuration/settings. the solution will connect to my DB via an external API then sync data daily. Even MS flow could be exported but it cannot be included in the CRM solution, and it need to set up 'connection'/authentication etc. i do not prefer to use it.

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Kokulan 18,054 on at

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RE: how to run a background job Daily ?

right, ok yes it makes more sense to stick with CRM workflow as the flow will require extra steps to be followed by customers and there may be few hoops to jump through.

Since you are planning for publishing on AppSource, better to plan a bit more robust approach for recurring workflows in CRM

The following approach is more flexible in my view

"Create an entity called “Task Schedule.” Include the relevant fields like owner/assigned to, next scheduled, subject, description, end date. Populate next scheduled with the first task instance due date, and end date with when the series should end.

Create a workflow that runs on create of task schedule and on update of the next scheduled date:

Wait condition timeout 1 minute after next scheduled.

Check condition is workflow execution time less than end date.

If so, create task setting due date to 1 week from next scheduled date and mapping the fields from the task schedule record.

Update task schedule “next scheduled” with the due date from the task created in step 3.

So yes, it can be done. The above approach could be expanded to handle different types of frequencies (monthly, semi-annually, etc)."

[View:https://crmtipoftheday.com/1052/recurring-tasks-in-dynamics-365/#:750:50]

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RE: how to run a background job Daily ?

Hi, i have some concepts but what are the following steps:

Wait condition timeout 1 minute after next scheduled.

Check condition is workflow execution time less than end date.

If so, create task setting due date to 1 week from next scheduled date and mapping the fields from the task schedule record.

how to set them?

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RE: how to run a background job Daily ?

especially Wait condition timeout 1 minute after next scheduled.

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Sreevalli 3,256 on at

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RE: how to run a background job Daily ?

Hi,

You can add one custom date field to store next schedule date (within same entity where you want to trigger workflow)

Workflow triggers should be on create and update of new custom field(next trigger date)

Then in the workflow steps,

If next trigger is null, update it to modified on date( I.e current date)

add a wait condition - timeout duration equals to next trigger

Then update the current records next trigger to tomorrow (current +1) —-> this triggers another job and wait for tomorrow

Then follow your logic

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Kokulan 18,054 on at

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RE: how to run a background job Daily ?

Please see below

Wait for condition timeout 1 minute after next scheduled. - This is just to make sure the date time check condition works all the time

See below to know how you can timeout 1 minute after scheduled DateTime

Check condition is workflow execution time less than the end date. - Since you have added extra minute, you can safely use Less than the condition

If so, create task setting due date to 1 week from next scheduled date and mapping the fields from the task schedule record.

how to set them?

Every session of your task is handled by one record in the scheduling entity. In your waiting workflow, once it executed the main logic, it should then create a record on the Scheduled task entity for the next iteration. When this record is created, the workflow will start and wait.

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