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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / How to create a workfl...
Microsoft Dynamics 365 | Integration, Dataverse...
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How to create a workflow to run on the first of every year?

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Posted on by USA80 2

Hello,

I need to run a workflow to run every year, for all active account records.  What is the best method to do this and how?

Thank you.

  • Suggested answer
    meelamri Profile Picture
    meelamri 13,212 User Group Leader on at
    RE: How to create a workflow to run on the first of every year?

    In the example I update the Account Number field with "TEST" for all account records. You can use a filter to get Only the active records.

  • USA80 Profile Picture
    USA80 2 on at
    RE: How to create a workflow to run on the first of every year?

    Will this do all active records or 1 record?  I saw the Record Number filled in, so was just wondering.  What is the Account Number with Test in int?  Is that an actual Account record?

  • Verified answer
    meelamri Profile Picture
    meelamri 13,212 User Group Leader on at
    RE: How to create a workflow to run on the first of every year?

    I replay your scenario, here we go: 

    This is how it should be done: 

    flow-account.png

  • meelamri Profile Picture
    meelamri 13,212 User Group Leader on at
    RE: How to create a workflow to run on the first of every year?

    Yes I will share some screenshots ASAP.

  • Suggested answer
    meelamri Profile Picture
    meelamri 13,212 User Group Leader on at
    RE: How to create a workflow to run on the first of every year?

    Yes it's correct. Every 12 months.

    You can do a Test with every 1 Hour and check the result :)

  • USA80 Profile Picture
    USA80 2 on at
    RE: How to create a workflow to run on the first of every year?

    Would it be possible to show me a complete flow?  Having issues getting this to work and picking the correct options

  • USA80 Profile Picture
    USA80 2 on at
    RE: How to create a workflow to run on the first of every year?

    Would I say repeat every 12 months, or should it be 11 months?  I want it to run on the first of every year.  Thank you.  Just wasn't sure if this counts the starting month or not

    pastedimage1587565094770v1.png

  • Suggested answer
    meelamri Profile Picture
    meelamri 13,212 User Group Leader on at
    RE: How to create a workflow to run on the first of every year?

    The easiest way is to use Ms flow.

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

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