Skip to main content

Notifications

Customer Service forum

Run Workflow on all records

Posted on by

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

Categories:
  • Verified answer
    Mihir@CRM Profile Picture
    Mihir@CRM 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.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Forum Structure Changes Coming on 11/8!

In our never-ending quest to help the Dynamics 365 Community members get answers faster …

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,802 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 229,129 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,154

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans