安排 Microsoft Dynamics CRM 4.0 工作流程
我正在整理要在 Microsoft Dynamics CRM 4.0 中使用的自定义工作流程活动,
我最终想要实现的是配置一个按计划运行的工作流程,即周一至周五每 2 小时运行一次,而不是按计划运行一次。特定的“CRM 事件”,例如创建、删除状态更改等。
有人有什么想法吗?
也许可以在 crm 之外安排它?
编辑 1:
我们正在做的是处理从前端站点生成的临时表中的行。我们根据从前端捕获的数据在 CRM 中创建联系人/帐户和机会记录。
我越想越觉得使用工作流程可能不是最好的解决方案?
使用 Windows 服务怎么样?
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 best solution?
What about a using a windows service?
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对于这种情况,工作流不是最佳选择,原因如下:
我使用了以下组合:
在临时表上的 UPDATE 触发器上调用的 SQL CLR 存储过程。 CLR 存储过程调用生成 CRM 联系人/帐户的 Web 服务。这样,一旦输入所有数据,前端站点就可以创建记录并设置“准备处理”标志。
要求从计划解决方案更改为实时处理(实际上不是实时)。该流程需要在从前端站点输入记录时运行。
希望这一切都是有意义的!
Workflow was not best option for this situation due to the following:
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!
使用 CRM Web 服务的 Windows 工作流程是一种选择,更好的选择是更改 Web 表单以访问 CRM Web 服务并直接输入数据。
如果您确实想使用工作流程,可以从 http: //www.patrickverbeeten.com/pages/TechnicalNet/MicrosoftCrm/PeriodicWorkflows.aspx?id=23 您安装在 CRM 服务器上,它允许您使用 Windows 计划任务来触发它们。
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.