Microsoft Dynamics CRM (Archived)

workflow to Run everyday?

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Posted on by Bala_P

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How to create an Scheduler workflow that runs everyday in dynamic crm without any code or plugin.
Thanks in Advance

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Rawish Kumar 13,758 on at

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Hi,

You have have a trigger to run the workflow - be it on the update of a record or create or even delete.

you have to figure out what that trigger would be and how you can achieve.

I see it very difficult without code.

few ideas from not very related post : rawishblog.wordpress.com/.../send-birthday-email-to-customers-workflow-javascript

rawishblog.wordpress.com/.../send-birthday-email-to-customers-simplest-code-solution

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Community Member on at

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Hi Bala,

There is a way that you could achieve this by using the child workflow functionality within processes: www.axpulse.com/.../scheduling-recurring-workflows-in-microsoft-dynamics-365-crm-cloud

While this is a solution to your query, I would warn against having multiple system jobs running for thousands of records, as it can cause performance issues.

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Anas Rafik 365 on at

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Just try this tutorial:

www.crmsoftwareblog.com/.../recurring-workflows-dynamics-365

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Ben Thompson 6,350 on at

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Online or onpremise?

If you are online the recommended approach would be to use Microsoft Flow on a timer to kick things off once a day / hour.

If you are onpremise you could use the workflow approach as recommended Barry but it will have a performance hit unless you limit the number of pending workflows..

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Preeti Sharma 2,678 on at

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Hi,

You can try as in following links:

1. gonzaloruizcrm.blogspot.com/.../quite-often-we-have-business-process.html

You can achieve this using Microsoft flow also.Below link may help you in this:

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

Another way is :

1. Create an entity in crm and create record for tht entity everyday using microsoft flow.

2. Trigger workflow on create of that record.

3. Delete record created after workflow triggered (using some kind of automations such as delete step in workflow)

Hope this helps:)

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Bala_P 140 on at

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Thanks Guys scheduling-recurring-workflows solved it

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