Dynamics 365 CRM doesn’t have the flexibility to schedule reoccurring workflows in terms of weekly, monthly or daily basis. In any case, there is a work-around that uses the CRM workflow “wait” step and child workflow to accomplish this functionality.
Following are the steps to create the reoccurring workflow in Microsoft Dynamics 365 CRM:
- At first you have to identify the logic/design of how and when your workflow will be triggered at first time execution.
- Now go to processes under settings tab and create a new process.
- Afterwards a new dialog will appear, fill the Process name, Category as workflow, select Entity and mark type as new blank process.
- Afterwards the detailed process steps will be appear on the screen. Fill the required details and add one step with wait condition, set process timeout on based on your conditions.
- Make sure to call the workflow again, add step Start Child Workflow and select the existing workflow again. It will call itself and will be reoccurring.
This procedure will ensure the workflow is activated initially and select the trigger point (create of the record, update of the field/status) and set the workflow as real time workflow. On the off chance that you need to stop the workflow after specific conditions are met, you can indicate those conditions in the workflow as a check condition before circling back to the first procedure.
Note: Wait conditions on workflows will require lots of resources/processing and may cause execution issues if there are excessively numerous running in the meantime. Think about making them on-request or including check conditions in the child workflow to end the re occurrence in the event that they don’t have to run constantly.
Hope this blog help you in setting Scheduling Reoccurring workflow in Microsoft Dynamics 365 CRM. Keep visiting to https://www.axpulse.com/blogs/ to get more exciting news and blogs related to Dynamics world.