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Customer Service forum

Run Workflow on all records

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Hi 

I have a workflow that works as desired. When a Contact entity is updated or changed the workflow runs and I get the desired result.  I am trying to determine if I can make it run this workflow run on all contact records on a schedule.  I have looked at tools like XrmToolBox but I am trying to make this recurrence happen within Dynamics. I tried importing these tools https://alexanderdevelopment.net/post/2016/09/19/updated-solution-for-scheduling-recurring-dynamics-crm-workflows/  and https://code.msdn.microsoft.com/Executing-Dynamics-CRM-93f3b52a and https://alexanderdevelopment.net/post/2016/09/19/updated-solution-for-scheduling-recurring-dynamics-crm-workflows/ but this tools won't import.  The error I get is " The solution is invalid. The compressed file must contain the following files at its root: solution.xml, custom... Customization files exported from previous versions of Microsoft Dynamics 365 are not supported,"

Any insight and ideas I can make this happen.


Thank you,

R

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  • Verified answer
    MihirShah Profile Picture
    4,036 on at
    RE: Run Workflow on all records

    You will need to create a batch job that runs on a scheduled basis, connects to Dynamics 365 and updates the contact records based on the condition.

    The batch job can be part of a console app that can be scheduled from a windows service.

    You can also use Microsoft flow to call a custom workflow process within dynamics 365 on a scheduled basis.

    There are other ways you can do this within Dynamics 365.

    Here is a link -

    www.alexanderdevelopment.net/.../scheduling-recurring-dynamics-crm-workflows-with-fetchxml

    Hope this helps.

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