Discussion:
How to run on-demand workflows for a large number of records?
(too old to reply)
Daniel Johnson, Jr.
2010-08-02 21:11:54 UTC
Permalink
We have an on-demand workflow that we're interested in running on a
large number of records, basically to update some custom attributes we
added since the records were initially created.

CRM only lets us select a maximum of 250 records at one time. Is there
another way that we could update the records or "automate" the on-
demand workflows? Through another workflow, perhaps?

I don't think so, but I'm just checking.

Some other thoughts I've had are updating the CRM SQL database
directly (tricky and potentially messy) or setting up CRM to select
more than 250 records through a developed plugin of some kind.

What do you think?

Thanks and make it a great day!

Daniel Johnson, Jr.
Cincinnati, Ohio
LeonTribe
2010-08-03 10:43:50 UTC
Permalink
This post might be inappropriate. Click to display it.
Daniel Johnson, Jr.
2010-08-03 13:31:50 UTC
Permalink
Post by LeonTribe
Post by Daniel Johnson, Jr.
We have an on-demand workflow that we're interested in running on a
large number of records, basically to update some custom attributes we
added since the records were initially created.
CRM only lets us select a maximum of 250 records at one time. Is there
another way that we could update the records or "automate" the on-
demand workflows? Through another workflow, perhaps?
I don't think so, but I'm just checking.
Some other thoughts I've had are updating the CRM SQL database
directly (tricky and potentially messy) or setting up CRM to select
more than 250 records through a developed plugin of some kind.
What do you think?
Thanks and make it a great day!
Daniel Johnson, Jr.
Cincinnati, Ohio
In a supported way your options are a workflow or code chatting to the
web services. You can hack the max.250 via an unsupported change or
you do unsupported direct writes. Another option is export, update and
http://mscrmbulkupdatetool.codeplex.com/
Leon Tribe
Want to hear me talk about all things CRM? Check out my bloghttp://leontribe.blogspot.com/
Thanks, Leon. I've been following a lot of your answers here; you
provide good advice. If we did the export, update, and reimport, what
would happen to related records (contacts, activities, cases, etc.)?

Make it a great day!

Daniel Johnson, Jr.
Cincinnati, Ohio
AdamV
2010-08-04 09:23:49 UTC
Permalink
This post might be inappropriate. Click to display it.
LeonTribe
2010-08-04 11:36:49 UTC
Permalink
Post by Daniel Johnson, Jr.
Post by LeonTribe
Post by Daniel Johnson, Jr.
We have an on-demand workflow that we're interested in running on a
large number of records, basically to update some custom attributes we
added since the records were initially created.
CRM only lets us select a maximum of 250 records at one time. Is there
another way that we could update the records or "automate" the on-
demand workflows? Through another workflow, perhaps?
I don't think so, but I'm just checking.
Some other thoughts I've had are updating the CRM SQL database
directly (tricky and potentially messy) or setting up CRM to select
more than 250 records through a developed plugin of some kind.
What do you think?
Thanks and make it a great day!
Daniel Johnson, Jr.
Cincinnati, Ohio
In a supported way your options are a workflow or code chatting to the
web services. You can hack the max.250 via an unsupported change or
you do unsupported direct writes. Another option is export, update and
http://mscrmbulkupdatetool.codeplex.com/
Leon Tribe
Want to hear me talk about all things CRM? Check out my bloghttp://leontribe.blogspot.com/
Thanks, Leon. I've been following a lot of your answers here; you
provide good advice.  If we did the export, update, and reimport, what
would happen to related records (contacts, activities, cases, etc.)?
Make it a great day!
Daniel Johnson, Jr.
Cincinnati, Ohio- Hide quoted text -
- Show quoted text -
It looks like Adam has it covered but thanks for the feedback, much
appreciated :)

Leon Tribe
Want to hear me talk about all things CRM? Check out my blog
http://leontribe.blogspot.com/
or hear me tweet @leontribe
Daniel Johnson, Jr.
2010-08-04 16:31:39 UTC
Permalink
Post by LeonTribe
Post by Daniel Johnson, Jr.
Post by LeonTribe
Post by Daniel Johnson, Jr.
We have an on-demand workflow that we're interested in running on a
large number of records, basically to update some custom attributes we
added since the records were initially created.
CRM only lets us select a maximum of 250 records at one time. Is there
another way that we could update the records or "automate" the on-
demand workflows? Through another workflow, perhaps?
I don't think so, but I'm just checking.
Some other thoughts I've had are updating the CRM SQL database
directly (tricky and potentially messy) or setting up CRM to select
more than 250 records through a developed plugin of some kind.
What do you think?
Thanks and make it a great day!
Daniel Johnson, Jr.
Cincinnati, Ohio
In a supported way your options are a workflow or code chatting to the
web services. You can hack the max.250 via an unsupported change or
you do unsupported direct writes. Another option is export, update and
http://mscrmbulkupdatetool.codeplex.com/
Leon Tribe
Want to hear me talk about all things CRM? Check out my bloghttp://leontribe.blogspot.com/
Thanks, Leon. I've been following a lot of your answers here; you
provide good advice.  If we did the export, update, and reimport, what
would happen to related records (contacts, activities, cases, etc.)?
Make it a great day!
Daniel Johnson, Jr.
Cincinnati, Ohio- Hide quoted text -
- Show quoted text -
It looks like Adam has it covered but thanks for the feedback, much
appreciated :)
Leon Tribe
Want to hear me talk about all things CRM? Check out my bloghttp://leontribe.blogspot.com/
Thanks - I hacked the UserSettingsBase table and was able to change
the page limit. Restarted my CRM Server and it worked.

Have not tried the re-import, but that's good info to have.

Make it a great day!

Daniel Johnson, Jr.
Cincinnati, Ohio

Loading...