Monitor and manage processes

 

Updated: November 28, 2016

Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online

To monitor and manage processes, you must locate the process, evaluate the status, and perform any actions necessary to address problems.

Background workflows generate System Job records to track their status. You can access information about these system jobs in several places within the application:

Settings > System Jobs

This will include all types of system jobs. You will need to filter records to those where System Job Type is Workflow.

From the Workflow Process

Open the background workflow definition and go to the Process Session tab. This will show only the system jobs for this background workflow.

From the record

You can edit the entity form so that the navigation will include the Background Processes relationship. This will show all the system jobs that have been started in the context of the record.

System_CAPS_noteNote

If an asynchronous system job (workflow) fails several times consecutively, Dynamics 365 starts to postpone execution of that job for longer and longer time intervals to allow the Dynamics 365 administrator to investigate and resolve the issue. Once the job starts succeeding again, it will resume executing normally.

While a background workflow is running, you have options to Cancel, Pause, or Postpone the workflow. If you have previously paused a workflow, you can Resume it.

Real-time workflows and actions do not use System Job records because they occur immediately. Any errors that occur will be displayed to the user in the application with the heading Business Process Error.

There is no log for successful operations. You can enable logging for errors by checking the Keep Logs for workflow jobs that encountered errors option in the Workflow Log Retention area at the bottom of the Administration tab for the process.

To view the log of errors for a specific process, open the real-time workflow or action definition and go to the Process Session tab. This will only show any errors logged for this process.

If you want a view of all the errors for any process, go to Advanced Find and create a view showing errors on the process session entity.

Every dialog that is run will create a Process Session record. This record provides a summary of the interaction within the dialog. You can view the Process Sessions for a specific dialog by using the Process Sessions area for that dialog, or you can use Advanced Find to create a query where the related Process Category is Dialog.

When you view a list of workflow processes, any individual process can have one of the following State and Status Reason values:

State

Status Reason

Ready

Waiting for Resources

Suspended

Waiting

Locked

In Progress

Pausing

Canceling

Completed

Succeeded

Failed

Canceled

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