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Many of our Contacts have a BPF that is completed by our staff. The BPF gets them to check that forms have been submitted and checked, etc, and as each form is submitted, the Contact progresses to the next Stage.
The final stage is when we send out an Evaluation to all the Contacts. Once this is sent, the Contact needs to progress to the final Stage of the BPF.
Is there a way to select multiple records and change the BPF status of all of them to 'Completed'?
If you want to achieve this without code, there are two ways:
Take the opportunity entity as an example.
1. Use the advanced find feature to create a view that filters out the opportunities you want to modify.
Add these three columns: Stage Id, Process Stage Name, Stage Category.
There must be a record in this view whose BPF is already Completed as a reference.
Export this view to a static Excel worksheet.
Copy the Stage Id, Process Stage Name, Stage Category fields of the Completed record and paste it into other records. Finally import it into D365.
Please refer to this blog for specific steps:
2. Create a workflow and select the entity as a specific BPF.
Check the "As an on-demand process", update the record, and select "Active Stage" as close.
https://blogs.msdn.microsoft.com/crminthefield/2017/12/18/automate-business-process-flow-stages-using-workflows/ (The on-demand workflow is not used in the article.)
Thanks, Lu. Will check this out. Appreciate your help.
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