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dynamics-crmmicrosoft-dynamics

Creating on demand workflow directly in Production instance


I need a temporary workflow to update records in Production instance. I was thinking to just create one in production directly and run it on records and delete it. Whats the best way to do it, should I just create it in customization area (i.e. Default solution) and then delete it later or create a new solution, add this work flow to that solution and then delete that solution?

Or should I create it in Dev and then move the solution to Test/Production like we normally do?


Solution

  • As a best practice, create it in Dev using a new Hotfix solution - test it against some Dev records. Then export the solution (may be Managed one) & deploy in Test/UAT/Prod.

    Once data fix is completed in Prod using our WF, delete the Managed solution (which will delete the WF too).

    If you want - you can just deactivate the WF in Prod: Settings - Processes for future usage & to maintain environments in sync.