CRM 2013 – Workflows – Schedule workflows using ISV Provider North52

Adisys Technology Corner

We’ve requirement to schedule workflows to run at certain times/dates. The workflows can be created in CRM and then run by a console tool or something by a Windows schedule service.

We have used Windows Service or Scribe Insight to trigger workin some project and it works as expected. Today we will introduce another CRM tool N52 which is highly configurable and easily setup.

Below are the steps to set up the workflow schedule by using N52:

1. Download N52 solution from North52 website:

2. Import the N52 solution into CRM:

North 52-1

3. Create an on-demand workflow on account entity which is used to send notification on daily basis:

North 52-CRM-2

4. Create a new N52 Schedule from N52 menu. You can specify the workflow to be executed; Select the frequency, start date time and end date time. The Fetch XML query is required to retrieve the records:

North 52-3

5. Start Schedule:

North 52-4

6. After the…

View original post 31 more words

Published by Sreeni Pavalla

Working as a Assistant Technical Manager in Positive Edge Technologies. Having over 11 years of extensive hands-on experience in MS Dynamics CRM 4.0, 2011, 2013, 2015, 2016, Dynamics 365 with over 5 years of experience in CRM Online. You can visit my blog here

Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

%d bloggers like this: