How to empty a field each month?

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Posted on by neryhumberto

I already tried creating a calculated field with a business rule that set today's date each minute, but a calculated field doesn't work with workflows, I create a business rule that compare the value with a date but doesn't work too.

The type of the field is a number.

Thanks

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RaviKashyap 55,410 Moderator on at

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Hi,

You can create a workflow to be run as child workflow and implement a one month wait and then clear the value and then again call the same workflow. Basically scheduling a workflow with a timeout.

www.axpulse.com/.../

www.crmsoftwareblog.com/.../

Hope this helps.

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LeoAlt 16,331 Moderator on at

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Good day partner,

This requirement needs the instance check the data everyday, so you could refer to my thoughts.

1. Create a console app in VS and connect to your D365 instance.

2. Create a new field named "Month_Now" to store the currently month (like 1,2,3...).

3. Using C# & Web Api(or fetchxml) to compare the currently month and the "Month_Now" value, if they are different, so empty the number field with webapi.

4. Create a daily task in task scheduler and run the console app everyday so that the system will check the month continuously.

About how to create console app connecting to D365, you could refer to the following blogs.

https://www.magnifez.com/console-application-to-connect-to-dynamics-365-crm-9-x-version/

https://arunpotti.wordpress.com/2018/02/03/step-by-step-to-connect-dynamics-365-crm-online-v9-x-using-c-console-application/

About how to update the field, you could refer to this blog.

https://carldesouza.com/dynamics-365-create-retrieve-update-delete-console-app/

Hope it helps.

Best Regards,

Leo

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Chakradhar 20 on at

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You can use Microsoft Flow.

1. Create a new field called DateField (Date Time)

2. You already have your NumberField

3. Create a Flow which triggers on change of DateField

4. Delay Until "DateField"

5. Update NumberField to Null

6. Create a workflow

7. On update of NumberField --> if NumberField == Null --> Update DateField to Next month

Let me know if you encounter any issues.

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Kalpavruksh D365 CoE 2,545 on at

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Hi,

Recurring workflow with wait time of month also an option.

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