Hide or remove unused business process flows.

After a new installation or upgrade of Dynamics CRM and installation of the current version of FieldService, you will find some default business process flows.

If you want to hide or delete this, just keep reading.

If you create a new Case, you can see these new Process Flows at the top.

Case form with default fields and active business process flow

If you don’t want these process flows, you can deactivate them in the settings (Settings > Processes > View: Business Process Flows)

Deactivate a Business Process Flows

 

After deactivating the flow, the users still might see the deactivated flow.

Case with disabled Business Process Flows

Users with administration access will always see this information. To check if the default users also will see this, open the security role of and check, if the users are permitted to read the data. If the user is not permitted “red circle”, the users won’t see the disabled BPF. All administrators will see this data, as this security role has organization permissions.

Security role with disabled rights for a specific Business Process Flows

 

If you don’t want this data in your database, as you don’t need them, you can delete them. Therefore you can try it with one entry. Open the “Advanced Find” and set the “Look for:” to your business process flow. Running the query, you can see all saved items of the selected process flow.

Advanced Find getting the entries for the Business Process Flows

 

Delete the entry and the BPW won’t be shown on the form any more.

Case without the Business Process Flows

To delete all or a big subset of the data, just use the “Bulk Delete”.

 

If you want to delete entries using c# or the WebAPI, you need the entity name. Therefore open the business process flow, expand the “Details” and copy the name. This Name is the name of the entity (used by the bpf):

Case to Work Order Business Process

 

With this information, you can query the data and process them in C#:

var query = new QueryExpression("msdyn_bpf_989e9b1857e24af18787d5143b67523b")
{
    ColumnSet = new ColumnSet(false)
};

var result = orgService.RetrieveMultiple(query);

foreach (var entity in result.Entities)
{
    orgService.Delete(entity.LogicalName, entity.Id);
}