Monitor and manage processes

Applies To: Dynamics CRM 2013

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

In This Topic

Monitoring background workflows

Monitoring real-time workflows and actions

Monitoring dialogs

Status of workflow processes

Monitoring background workflows

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.

Actions on running background workflows

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.

Monitoring real-time workflows and actions

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.

Monitoring dialogs

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.

Status of workflow processes

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

See Also

Create and edit processes
Workflow processes
Configure workflow steps
Best practices for workflow processes

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