Introducing AltaiWorkflowSProc Its free baby!

I think I have AADD, so setting up a Microsoft CRM workflows that wait around for something that might happen next year are really not my cup of tea. We have been looking for an easy to USE CRM scheduler that can run workflows as a task for records that need to be updated. Sometimes want these tasks to run weekly, daily, every 3rd Monday, etc...

This tool allows any SQL techie to create a process that calls CRM workflows on a timed basis for only the records that need to be processed. You don’t need to create workflows that wait around forever and never run. You can pre-process millions of records and just run workflows against those records that need to be updated.

Obviously we use these kinds of tools for our Association Clients that want to manage their membership automatically.

Included are install scripts, 2 dlls that get sucked into SQL server and a few examples on how to call the workflow
You will need to do the following:

1. Install the DLL’s Simply update and run the scripts.
2. Write any workflow you need
3. Update the include proc for you specific needs.
4. Call us for the DLLs. They are free, but we want you in our CRM database… If we don’t like you there may be a beer fee ;>)

At a high level, you are installing a a DLL that is called by a stored procedure and runs a DLL that calls CRM workflow and starts it for an entity.

Technically speaking this uses the SQL Server 2008R2 CLR to call CRM and run specific workflows. Security is stored in SQL so you could update CRM online in a batch mode if you wished. You would need to download a Entity name and GUID into a free copy of SQL server, then call this routine which can go to CRM online and update records.

Here are the scripts. 

Mike