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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / What is the best appro...
Microsoft Dynamics CRM (Archived)

What is the best approach for have a recurring tasks in Dynamics 365 (Online) instance.

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Posted on by Sachin Dev Gupta

What is the best approach to implement recurring tasks in Dynamics 365 (Online) instance?  Like send out a daily scheduled email reports or perform any business login daily at 12 in midnight.

I had similar requirements earlier for a Dynamics 2015 on-premise instance and had implemented using workflow which is getting called from SSIS package and being SSIS package was scheduled to run at a certain interval.

I know, we can have a scheduled batch processes or again go with SSIS / Kingsway route.  But I want to evaluate if there is a better way to implement such requirements in Online environment.

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  • Suggested answer
    Sachin Dev Gupta Profile Picture
    Sachin Dev Gupta on at
    RE: What is the best approach for have a recurring tasks in Dynamics 365 (Online) instance.

    Thanks for inputs from the community.

    Alternatively, in my scenario, I am going to use scheduled SSIS package to open D365 online connection and call OrganizationRequest method to call/execute a custom workflow, as I want to auto-execute it every 10 min.

    Also, I have observed that FLOW still does not give action to execute a dynamics 365 custom workflow or action from FLOW UI (or maybe I am not aware of any possible way).  And, how can we have an auto-scheduled process implemented in FLOW, where the only triggering point is time say perform a job every 10 min.

    Definitely, FLOW is much stronger in its architecture but would need to add more connectors to support efficiently with D365.

  • Suggested answer
    Nijos Profile Picture
    Nijos 1,672 on at
    RE: What is the best approach for have a recurring tasks in Dynamics 365 (Online) instance.

    Hi,

    There is a free paln of 2000 executions/ Month

  • Sachin Dev Gupta Profile Picture
    Sachin Dev Gupta on at
    RE: What is the best approach for have a recurring tasks in Dynamics 365 (Online) instance.

    But aren't we have to pay separately based on per FLOW instance execution.?

  • Suggested answer
    Nijos Profile Picture
    Nijos 1,672 on at
    RE: What is the best approach for have a recurring tasks in Dynamics 365 (Online) instance.

    Hi,

    Apart from all the suggested methods, specifically for online instance you can use FLOW.

    I have implemented FLOW for many scheduled jobs and it's working withount any issue moreover its very simple to configure.

    Regards,

    Nijo

  • Aric Levin Profile Picture
    Aric Levin 30,188 on at
    RE: What is the best approach for have a recurring tasks in Dynamics 365 (Online) instance.

    I think that the approaches that you have are probably the best.

    I would either go with a batch process using an SSIS package/KingswaySoft, or in case of the need of a custom solution, I would use a Console Application running on a schedule using Task Scheduler.

    You can continue to use the Workflow if you need that will be executed from the SSIS package as well, if that worked for you properly in the past.

    Good luck. Hope this helps.

  • TomSmelser Profile Picture
    TomSmelser 1,570 on at
    RE: What is the best approach for have a recurring tasks in Dynamics 365 (Online) instance.

    Sachin,

    There is a good summary provided by Mr. Adamon here. 

    I like Azure job or console app.  It really depends on specifics of the task.

    https://salimadamoncrm.com/2017/05/09/recurring-jobs-strategies-for-dynamics-crm365/

    Good luck!

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