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Microsoft Dynamics 365 | Integration, Dataverse...
Suggested Answer

Automatically resolve cases in the system

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I am new to the Dynamics world and working on deploying my first two apps to the Production environment.

I need to configure the system so that it automatically resolve cases based on the date field value in the Case entity. System job? How do create a system job to achieve that?

When I looked into Settings/System jobs there is no place to create a new system job.

I thought of using workflow but it needs a trigger and in my situation there is no trigger, I want Dynamics to go through each of the cases in the system everyday at night time and resolve the cases based on a date field value in the Case entity. Also, I know I could configure the workflow as on-demand process but then it is not automated and the user needs to manually execute the workflow on the selected cases. This is also not ideal as I am anticipating thousands of cases in the system and it is not ideal for the user to select ( maximum allowed cases, 250 per page) and click on the on-demand workflow.  

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  • Suggested answer
    LeoAlt Profile Picture
    16,331 Moderator on at

    Hi partner,

    According to your description, Power Automate is the best way for you.

    1.Create a new Scheduled Flow, this Flow will run automatically at the time you need.

    6646.pastedimage1597115134305v1.png

    Since you want to do this action everyday night, you could set the first start time to night like 11:30 PM and Repeat everyday.

    3632.pastedimage1597115251315v2.png

    2.Create a Common Data Service List Records action to filter out all the cases you need to resolve.

    In the Filter Query filed, please fill in your filter condition.

    0726.pastedimage1597115418803v3.png

    Like createdon gt ’10/08/2019′, "gt" means greater than.

    You could find more information about filter query here.

    1440.pastedimage1597115632674v4.png

    3.Create a Common Data Service Update record action.

    3441.pastedimage1597115691828v5.png

    0435.pastedimage1597115705949v6.png

    Best Regards,

    Leo

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