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Microsoft Dynamics CRM (Archived)

WorkFlow - Auto run everyday specific time (e..g: 6:00 pm).

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How to create a WorkFlow - Auto run everyday specific time (e..g: 6:00 pm).

Any help would be really appreciate

Thanks,

AK

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  • Suggested answer
    ashlega Profile Picture
    34,477 on at

    Technically, there is no workflow scheduling in Dynamics.

    You might create a new entity and a bulk delete job for that entity (which you might schedule for 6 pm).

    It would look more or less like this:

    - Create the first record manually

    - Bulk delete job will run at 6 PM

    - Have an on-delete workflow that will do something, and, then, create another record

    This process will continue on its own - bulk delete job will keep running at 6, and there will always be a record to delete.

    Unfortunately, it's not very helpful just like that since you probably wanted some specific workflow to run periodically, in which case you may have to do a bit of custom development to create a custom workflow activity, that, once added to the workflow above, will start your existing workflow.

    Other than that.. you might develop an external process and do the scheduling there (maybe in Azure, maybe on your own servers, etc)

    You might setup a scheduled flow: https://docs.microsoft.com/en-us/flow/run-scheduled-tasks

    Or, if you wanted to stick to CRM, you might add a timeout step to the existing workflow, which will wait to 24 hours, and then, will call the same workflow again (not as precise as  you may want it to be)

  • Suggested answer
    Mahendar Pal Profile Picture
    45,095 on at
  • Suggested answer
    Preeti Sharma Profile Picture
    2,678 on at

    Hi,

    You can use Microsoft flows for same.

    Please see below link:

    us.hitachi-solutions.com/.../dynamics-365-workflow-vs-microsoft-flow

    Thanks:)

  • Verified answer
    Alex Fun Wei Jie Profile Picture
    33,628 on at

    Hi

    i would suggest you to create a console application to do that and deploy to server and configure task scheduler. It is easier and easy to maintain and getting log file if something went wrong.

    [View:https://msdn.microsoft.com/en-us/library/microsoft.crm.sdk.messages.executeworkflowrequest.aspx]

  • Verified answer
    gdas Profile Picture
    50,091 Moderator on at

    Hi Asim,

    Workflow is trigger on top of particular event of Entity.So you can not automate based on time and run the work flow.

    Now it's depends on your requirement what kind of operation you will do?

    if it's really bulk data operation then I would suggest go for using console application and scheduled solution in windows task scheduler. By using this you can get advantages of your custom file based log or event viewer log.

    Hope this helps.

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