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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to kick off a work...
Microsoft Dynamics CRM (Archived)

How to kick off a workflow so many days before a date?

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Posted on by USA80 26

I have a field that is a drop down showing a range of months and when the user selects (lets say), Jan 1 - Dec 31, the workflow needs to kick off on Sept 1 each year.  Then the workflow should reset itself to run again the following year the same time.  How can I do this?

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  • USA80 Profile Picture
    USA80 26 on at
    RE: How to kick off a workflow so many days before a date?

    This seems pretty complex

  • Suggested answer
    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,626 on at
    RE: How to kick off a workflow so many days before a date?

    Hi ,

    you can refer below article.

    www.dynamict.eu/.../execute-a-dynamics-crm-workflow-from-c

    basically, you create a workflow and a console application that run everyday, if the condition is met, execute the workflow that you created.

    How to build console application

    https://msdn.microsoft.com/sv-se/library/gg695803(v=crm.7).aspx

    How to schedule console applicaiton

    https://www.youtube.com/watch?time_continue=206&v=w2PiUmhQ6-A

  • Suggested answer
    Arun Vinoth Profile Picture
    Arun Vinoth 11,615 Moderator on at
    RE: How to kick off a workflow so many days before a date?

    You can use 2 identical workflows, to execute & set recursive trigger of the child WF based on business need.

    www.powerobjects.com/.../create-recursive-or-scheduled-workflows-in-crm

  • Suggested answer
    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,626 on at
    RE: How to kick off a workflow so many days before a date?

    Hi,

    you can take a look below article.

    www.axpulse.com/.../scheduling-recurring-workflows-in-microsoft-dynamics-365-crm-cloud

    but i would not suggest you to do this, because it may cause performance issue.

    I would suggest you to use console application .

    Below is the sample code on how to execute a workflow.

    msdn.microsoft.com/.../gg309600.aspx

    if you have Microsoft flow, you also can do this.

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

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