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please let me know whether we can do it using batch jobs or any other method
I am not sure if you Online or On-Premise, but you can do the following.
In case you are Online, just create a Power Automate Scheduled flow that will run on a daily basis. Use a list records CDS action to list all of the records that are expiring on that day, and add a For Each Loop control that will go over through each of the items. Then Update the Status and Status Reason for each one of the records that you are looping through.
If you are On-Premise (or don't want to use Power Automate flow for whatever reason), you can use SSIS with a tool such as Kingswaysoft that will retrieve these records, and then do an update on these records to update the Status and Status Reason fields (statecode, statuscode).
Hope this helps.
Hi,
It is very much possible with console application. And publish console application as Azure web job.
Create logic app to trigger your web job based on your timings. You can use Xrm.tooling.connector to connect to crm using c#.
docs.microsoft.com/.../microsoft.xrm.tooling.connector.crmserviceclient
You can write query expression or use advanced find to build fetch xml query to get your records and process.
I'm using online 365 .
Thanks Bipin. I have mainly worked in customization and configuration and javascript. This is my first console application. will follow this link and if i have any doubt will post it here
can you explain more about using this in online
Hi, everyone! Guys, i would like to offer to each of you some really helpful web resouse which will give you much more detailed information about this issue: https://grademiners.com/
I think this is a good starting point.
docs.microsoft.com/.../run-scheduled-tasks
You can also check if there is some content on Microsoft Learn or check out the Flow in a day training:
https://aka.ms/flowinaday
These will all give you an overview of how you can achieve these.
Hi Aric,
Thanks a lot. I just followed your steps and was able to achieve it
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