Monitor and manage workflow processes

Applies to Dynamics 365 for Customer Engagement apps version 9.x (on-premises)

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

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.

Note

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

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.

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:

State Status Reason
Ready Waiting for Resources
Suspended Waiting
Locked In Progress

Pausing

Canceling
Completed Succeeded

Failed

Canceled

See also

Workflow processes overview

Configure workflow processes

Best practices for workflow processes
Create custom business logic with processes
Asynchronous service in Dynamics 365 for Customer Engagement apps