Dynamics 365 (CRM) Scheduled Workflows using Microsoft Flow

Creating scheduled workflows has always been a challenge in Dynamics CRM 365. The community and ISVs have offered several original options, but there is not yet an official out-of-the-box option. This article brings another alternative to the table using Microsoft Flows.

A scheduled workflow is the one that runs at a certain arranged time and it may recur to run again after a period of time. If you want to understand more about this challenge and how our CRM community has resolved it so far, have a look at the following articles:

Microsoft Flow offers the option to create Recurrence jobs. This can be used to schedule and trigger actions in Dynamics 365, like retrieve, create or update records (see available actions). So, using this functionality you already have a good alternative to create your own scheduled workflows without development effort. You can see some examples in the following article as well as in these Dynamics 365 Flow templates.

The other alternative would be a mix solution where a recurrence Microsoft flow creates a custom Dynamics 365 “Scheduled Job” record and this triggers the corresponding Dynamics 365 workflow. The “Scheduled Job” entity would have attributes like “Process Name”, “Run as” (e.g. system user name), “Query scope” (e.g. FetchXML or view name), …, to specify what and how to run the workflow. This option would require additional development, either a plugin or a custom workflow activity to call on demand the given process, but it would also allow you to reuse the logic and capabilities you already have within Dynamics 365.

Hope you find this article useful. Looking forward to hearing your feedback.

Thanks

About Ramon Tebar

Software Engineer specialised on Microsoft Technologies with experience in large projects for different industrial sectors as developer, consultant and architect. I enjoy designing and developing software applications, it is my job and one of my hobbies. I’m interested in design patterns, new technologies and best practices. Making those part of the ALM process is a great challenge. During the last years, I have specialised in Microsoft Dynamics CRM (now Dynamics 365). I customise and extend the platform to provide tailored solutions and integrations based on service-oriented architectures and messages queuing. Motivated by community events and contributor in blogs, technical books, open source projects and forums, I have been awarded Microsoft Most Valuable Professional (MVP) on Dynamics 365 (CRM) since 2012.

Posted on November 9, 2016, in CRM, CRM Online, Dynamics 365, Processes and tagged , , , , . Bookmark the permalink. 1 Comment.

  1. thx for this blog.
    Great ideas!

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