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Microsoft Dynamics CRM (Archived)

To Inactive record after validate date field

Posted on by Microsoft Employee

Guys, I have a problem!

I need to change the status of a product to inactive after the expiration date (system field) is exceeded. What is the best solution for this?

Tks

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: To Inactive record after validate date field

    tks! It worked!

  • Verified answer
    Sreevalli Profile Picture
    Sreevalli 3,256 on at
    RE: To Inactive record after validate date field

    Hi,

    You can create a Microsoft flow that runs on scheduled time, see the sample from my worklog

    Screenshot-2019_2D00_04_2D00_05-at-10.51.58-AM.png

  • Suggested answer
    Pawar Pravin  Profile Picture
    Pawar Pravin 5,227 on at
    RE: To Inactive record after validate date field

    Hi Silasdoug,

    First of all I think you should go through with recurrence job to execute console on daily basis to check if any product is about to expire on given date.

    You can use to different approach to execute job based on type of CRM environment.

    1. If you are using CRM on- premise then go through with console app and create task scheduler to execute it on daily basis. Inside console application you can check any product is having expiry date today.

    2. If you are using CRM - Online then go through with plugin approach. Create third entity record and delete that record on daily basis to execute your plugin. Inside plugin after updating product status again create third entity record.

    3. Create custom activity workflow to check expiry date and update status of product accordingly.

  • Verified answer
    a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: To Inactive record after validate date field

    Hello,

    I would recommend either daily SSIS job or recurrent workflow:

    kaskelasolutions.com/schedule-workflows-in-dynamics

    alexanderdevelopment.net/.../updated-solution-for-scheduling-recurring-dynamics-crm-workflows

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