Check out the latest features available in Dynamics 365 for Customer Engagement, including LinkedIn Connect, Voice of the Customer and Universal Resource Scheduling.
Dynamics 365 2019 release wave 2 plan Discover the latest updates to Dynamics 365.Release Plan | Weekly Deployment Notes
Ace your Dynamics 365 deployment with packaged services delivered by expert consultants.Explore service offerings
Connect with the ISV success team on the latest roadmap, developer tool for AppSource certification, and ISV community engagements.
ISV self-service portal
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Program | Finance and Operations TechTalks | Customer Engagement TechTalks | Talent TechTalks
My team is asking me to configure a BPF starting at the Account level and working through the Opportunity. We have several criteria we either need to verify or update on the Account each time an opportunity is created. I can do that until I get a 2nd, 3rd, ect Opportunities on the Account.
The question becomes how can I re-use that Account BPF for Opportunity 2, 3 and 4 if it already ran on the Account with Opportunity 1?
Or do I just need to get creative with verifying and updating the Parent Account data and start the BPF on the Opportunity? The issue here is there is a lot of Account Data that needs to be verified or updated so creating dummy fields and then updating from Opportunity to Account is going to be painful.
Ultimately, I am trying to verify or update Account data within the Opportunity Business Process without having to have the user navigate away from the current business process.
Ok so ultimately I want multiple instances of the same business process flow to run on the same Account record.
"No two instances of the same business process flow definition can start on the same record."
Have you solved your issue? If not, can you please make a print screen of your BPF?
Hope this helps
Disclaimer: Any post on this page provided "as is" without warranty of any kind and is for educational and information purposes only. We disclaim any liability arising from any reliance placed on any post
Business Applications communities