Schedule a Microsoft Dynamics CRM 4.0 Workflow
I am in the process of puting together a custom workflow activity to be used in Microsoft Dynamics CRM 4.0
What I would like to ultimatly acheive is configure a workflow that runs on a schedueled basis i.e run every 2 hours Monday to Friday, rather than on a particular "CRM event" like create, delete status change ect.
Does anyone have any ideas?
Maybe schedule it outside of crm?
Edit 1:
What we are doing is processing rows in a staging table that gets generated from a front-end site. We are creating contact/account and opportunity records in CRM based on the data captured from the front-end.
The more I think about it the more I'm thinking that using workflow is possibly not the开发者_Python百科 best solution?
What about a using a windows service?
Workflow was not best option for this situation due to the following:
- Can't schedule it to run
- The process can only be triggered by a CRM create, update or similar message
I went with a combination of the following: A SQL CLR sproc that gets called on an UPDATE trigger on the staging table. The CLR sproc calls a webservice that generates CRM contacts/accounts. That way the front-end site can create records and set a "ready to process" flag once all data has been entered.
The requirement changed from a schedule solution to real time processing (well not ACTUALLY real time). The process needs to run as records are entered from the front end site.
Hope all that makes sense!
A windows workflow using the CRM webservices is one option, a better option would be to change your webform to access the CRM webservce adn enter the data directly.
if you really want to use workflows you can download a tool from http://www.patrickverbeeten.com/pages/TechnicalNet/MicrosoftCrm/PeriodicWorkflows.aspx?id=23 that you install on your CRM server and it allows you to use windows sheduled tasks to triger them.
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