Define and execute tasks in flexible and timely manner

BatchTaskService BatchTaskService

Define and execute tasks in flexible and timely manner

Status Quo

The Workflow Engine in Microsoft Dynamics CRM provides the option of initiating workflows; on time and flexible scheduling is, however, not available in the CRM. The "Batch Task Service" is a CRM administrator tool to define and execute tasks in flexible and timely manner, which have been defined in advance.


  • Timesavings through automated processes
  • Easy administration (execution by end user possible)
  • Error free execution of one-time or periodic CRM tasks without the risks involved with manual initiation
  • Detailed "logging" of the batch-related CRM activities


    The AddOn offers an additional navigation item to:

    • Create
    • Manage
    • Parameterize
    • Execute batch tasks

    Possibility for different status information is given (activated, paused, aborted). Tasks can be manually executed or automated scheduled.

    Use Cases

    The "Batch Task Service" can be used for various reasons:

      • Time-driven execution, enabling the running of "tasks" in the background at off-peak times. This is for example with interfaces that burden the system and which are run at night to reduce the impact on performance during the regular working hours.
      • Up-to-dateness, to ensure e.g. a continuous update of computed data, the batch task is to run in the background.
      • Assurance of an easy user interface, e.g. if in the case of system interfaces, a record task is to be started (single/one-time execution).


      Screenshots: Scheduling of a BatchTask
       Click image to enlarge

      Screenshot: Triggering of a Batch Task
       Click image to enlarge

      Additional Information

      No documents available

      Always the adapted AddOn version!

      The Software Assurance ensures smooth and trouble free running of the AddOns. Profit from always up-to-date technology updates, like new versions of Microsoft Dynamics 365, functional updates and patches.

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      AddOn BatchTaskService
      Server license < 51 User 1900 CHF
      Server license < 101 User 2850 CHF
      Server license < 201 User 3800 CHF

      Annual Software Assurance is 18% of the license price

      In case your CRM has a higher amount of users or you would like to receive an individual offer, please contact us directly.

      Version 8.6.4
      Date of publication 28.04.2016
      Language * DE / EN

      * Additional languages can be provided on request