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Service | Customer Service, Contact Center, Fie...
Answered

Move automaticly BPF stage when press Resolve Case Button

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Posted on by 75

Hi Guys!
I have customized Phone-to-Case Process and I want to when the user press "Resolve Case" Button, the BPF moves the last stage. is it possible? I tried with Power Automate but i couldn't.

Maybe the actually problem is that i can`t understan, why you can advance in a case and finish it, but the BPF dont progress. It does`t make sence to me.

Someone could help me.

Thanks!

I have the same question (0)
  • Suggested answer
    Malini Johari Profile Picture
    160 on at

    Hi,

    Yes, you can move BPF stage as now BPF is an entity. so, you can write code to set BPF stage as per your need.  You can run plugin code on case resolution.

    Hope below link help you for same:

    missdynamicscrm.blogspot.com/.../capturing-and-storing-case-resolution-case-entity-CRM.html

    Thanks

  • Suggested answer
    AlexMcL Profile Picture
    8 on at

    Hi Matias

    You could also use a workflow (also on your BPF entity). The following example is for when the User selects the Finish button, which changes the Status Reason of the BPF to Finished:

    Workflow.png

    Where Case Business Process is in the list of records that can be selected.

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