Transcript:
0:00 hi everyone this is mike from north52
0:02 and today
0:03 we're going to take a look at the
0:04 scheduler
0:06 with the note52 scheduler you can
0:08 trigger workflows and actions over
0:10 specific subsets of records or all
0:12 records in your system
0:14 this series will be broken into several
0:16 videos where we will first get familiar
0:18 with the scheduler interface
0:21 then we will set up a basic schedule to
0:23 send a happy birthday email
0:25 to all users in a dynamic system
0:28 next we will look at understanding some
0:30 of the more advanced fields found in a
0:32 schedule
0:33 then we will set up a daily email
0:35 notification to a system administrator
0:37 for failed system jobs
0:40 and then finally we will talk about how
0:42 the norfolk 2 scheduler
0:44 can handle huge quantities of records
0:46 while still maintaining excellent
0:47 performance in your dynamics 365
0:50 environment
0:56 first let's navigate to the schedules
0:58 like so
1:00 then we create a new schedule using the
1:02 plus button here
1:05 the next step will be to name your
1:07 schedule
1:09 and then we can specify the frequency of
1:11 the schedule
1:13 you can set it to run hourly daily
1:15 weekly
1:16 monthly yearly quarterly or every x
1:19 number of them
1:23 please bear in mind that while you can
1:25 set it to repeat every x minutes as well
1:28 microsoft won't allow schedules to
1:29 execute more than once per hour
1:31 so if we try and trigger a schedule to
1:33 run every minute don't be surprised when
1:35 you see it only firing every hour
1:38 instead
1:42 you must then select what type of
1:43 schedule you want to run
1:45 there are three options workflow global
1:48 action or entity update
1:51 our workflow schedule will trigger our
1:52 workflow a global action triggers a
1:55 global action
1:56 and our third option into the update is
1:59 slightly different
2:00 instead of firing something the schedule
2:02 instead nudges that entity
2:04 and triggers any plugins on it you can
2:08 control which fields on the entity are
2:09 triggered by using the fetchex amount
2:12 whatever attributes you return will be
2:14 set to themselves
2:20 next let's look at the date settings you
2:23 can set the start date when you want the
2:25 schedule to fire first
2:27 and if you set the frequency as daily it
2:29 will fire again 24 hours later
2:32 for workflows and entity update type
2:34 schedules you will need to enter the
2:36 fetch xml that will be used
2:38 to identify the set of records you want
2:39 the schedule to run against
2:42 note that the fetch xml must be valid if
2:45 you enter junk
2:46 you will then get an error message when
2:48 you try to save
2:51 when the schedule has been created like
2:52 this the next step is to actually start
2:54 the schedule
2:56 so click on n52 commands start schedule
3:00 this will create an instance of the
3:02 north52 schedule in your system jobs
3:05 you can see this by navigating to your
3:06 system jobs like so
3:13 select n52 schedule in the entry drop
3:15 down
3:16 and you will see a weighted instance of
3:17 the system job and any successes or
3:19 failures if you are keeping them
3:23 if you ever want to stop a schedule
3:25 return to the schedule
3:26 and then use n52 command stop schedule
3:29 in the next video we will configure the
3:31 happy birthday schedule
3:33 thank you for watching if you have any
3:34 questions please contact support
3:36 north52.com or visit
3:40 support.norfolk32.com