Assistance Needed with Workflow Errors in Dynamics

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Dear Microsoft Support Team,

I am encountering an issue with Dynamics where workflows are reporting an error stating that the record does not exist. The original intention was for the workflow to only initiate in the background when an email with a reference to the /Account/ entity is created. However, the workflow is also triggered when an email with a reference to the /Lead/ entity is created.

The primary issue arises when this error occurs. Instead of aborting the workflow, Dynamics sets the workflow to /Wait until 9999./ My question is, is it possible to delete these system jobs weekly with a bulk delete job? Will they persist after deletion, or do I need to manually cancel them beforehand?

Your assistance in resolving this matter would be greatly appreciated.

Thank you in advance.

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RudyZhang Microsoft Employee on at

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Hi,

We have analyzed your requirements, and you can try to delete these system jobs weekly using Bulk Delete Jobs in Dynamics 365, here are some simple steps.
1. Go to /Settings -> Data Management/

2. Select /Bulk Record Deletion/

3. Click /New/ and the Bulk Deletion Wizard will appear.

You can also use Bulk Delete Manager
Please refer to the following link
https://www.xrmtoolbox.com/plugins/CrmGustaf.XTB.BulkDeleteManager/

In addition, you may need to manually cancel these system jobs before deletion to avoid data loss. The minimum recurrence frequency for batch delete jobs is 7 days. To schedule daily bulk delete jobs, you can schedule multiple bulk delete jobs, one for each day of the week. Set each job to repeat every 7 days.

As for workflows being triggered incorrectly, you may need to check the conditions that are set up to trigger the workflow. Make sure the workflow is only set to trigger the /Account/ entity and not the /Lead/ entity.

I hope my answer is helpful to you! If you have any other questions, please feel free to contact me.

Best Regards,
Rudy Zhang

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