CRM/Dynamics 365: Moving BPF Stages from Workflow

Views (5478)

Spring Wave 2016

325

Like(0)

Report

In this article, I will show you how we can move the BPF stage to the next stage using a workflow and Action.

We have a BPF named “Test BPF” which is created for our entity named “Test Entity”.

Let’s create an action named “Move Next Stage”. Select BPF “Test BPF” as an entity while creating Action.

Setup the following conditions and update steps in the action body.

In each update step, I am setting the next stage to make as active and passing related entity reference. See this screenshot

In next step call this action on a real-time workflow which is being called on a field (i.e. Stage Name) change in entity “Test Entity”.

Let’s create a workflow on the field (i.e. Stage Name) change.

And call the Action we created previously from this workflow

When Click “View properties” link, you can see we are passing BPF reference to Action. See here

Now, select the next stage from options set “Stage Name” and save current record. You will see the stage will be automatically moved to the next stage.

Note: If you try to move to the next stages by skipping some stage in between two stages, CRM throws an error because it is not allowed in Dynamics 365. For example, the current active stage is “Capture Details” and we are trying to move directly to the last stage. It is not allowed. You need to move to the next stages one by one. The error will be like this.