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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Editing active workflo...
Microsoft Dynamics CRM (Archived)

Editing active workflows, best practice

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Posted on by Riley-Hickman 72

Hello all,

My goal is to edit an activated workflow with a new owner and some administration notes.  Though I would love to extrapolate this to any edit to any activated workflow/process. How can I accomplish this with no down time, if down time is inevitable then what is the best method for capturing the delta for the trigger events such as an attribute changing values, etc. and what are some strategies for minimizing the down time associated with an edit.

My best guess would be to export the process(s) in question and import into a dev system.  Make your changes and export the now edited processes to import them back into production.  Would this have any down time associated with it or possible gotchas?

Currently, I am working with on-premise 2015 (v7.0), will hopefully update to latest within a year.

Thanks,

Riley

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  • Verified answer
    ashlega Profile Picture
    ashlega 34,477 on at

    Hi Riley,

     When importing that solution from dev, you will be able to ask that all processes be activated.. to your point, I am not really sure if there will be downtime or not, though I am guessing there can be, for a few seconds. That's unless there are errors during the import.

     If there is an error, you can get deactivated workflow as a result.

     Ideal scenario - create a copy of production in dev, do what you need there, test your import in uat(must be a copy of production as well), then put that solution to production.

     One of the main gotchas with workflows is, likely, the usage of data references. For example, if there is contact that exists in dev and does not exist in prod, and if you reference that contact in your workflow, you will end up with deactivated workflow after reimport.

     As for capturing the downtime.. there is no maintenance mode in the on-Prem version, but you might temporarily disable all users while deploying updated workflow if that's critical enough.

  • Andre Margono Profile Picture
    Andre Margono 2,602 on at

    Down time would be inevitable I presume.

    To minimise it is to make sure that you contain the workflow in a small solution that doesn't have unnescessary components.

    I would suggest a formal change process, where the IT team need to have an outage window at an agreed time (usually after work hours/lunch time to reduce the down time). Outage/maintenance is common for any kind of system.

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