This is an open source Dynamics CRM solution for scheduling and executing recurring workflows. It executes a FetchXML query to return a set of records and then start a workflow for each of those records without requiring any external processes or tools. This is a generalized approach to solving a class of problems that includes the following scenarios:
- The birthday greetings problem: How can you, on a daily basis, send an e-mail to every contact with a birthday = today (where the date value for today is obviously different every day)?
- The monthly update problem: How can you, on a monthly basis, generate an activity for every account with status reason = X (where it's important that the process only runs on a certain day of the month based on status reason values as of that exact date)?
For more information, see my "Updated solution for scheduling recurring Dynamics CRM workflows" blog post.
The original CRM 2011 version of this solution was first described described in my "Scheduling recurring Dynamics CRM workflows with FetchXML" blog post.