Dynamics 365 Bulk Processes

One of the most common requirements in Microsoft Dynamics 365 projects is the creation of scheduled processes and operations that affect multiple records at once. This can be difficult to deliver without the right tool, but we have the answer…

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Introduction

Schedule a bulk process? Execute scheduled processes (workflows or actions) against multiple records while keeping track of all executions.

Surprisingly, out-of-the-box Dynamics 365 does not include a feature to scheduled bulk processes. There are multiple work-arounds but many of them are technically complex to implement, very time-consuming to configure and not user-friendly. Dynamics 365 Bulk Processes solves this problem with ease by extending Dynamics 365 native features with an easy to use module to handle scheduled processes.

What is included?

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Scheduled Processes

Select a process and set one or many execution frequencies (hourly, daily, weekly or monthly) based on the business requirement.

Configurable Parameters

Define the values to pass based on a selected process (action) and its corresponding parameters.

Select Target Records

Execute processes in bulk and select the corresponding target records based on an user-friendly interface without writing a single line of code.

Executions Log

Monitor executions by extending the native Dynamics 365 process engine used for workflows and actions.