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Create opportunity from separate entity and automatically navigate business process flow stage

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Posted on by AMD99

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Currently the client uses the opportunity business process flow with 9 stages.

They have requested a new custom entity named 'Proposal' that includes a ribbon button that, when pushed, creates a new opportunity record with copied over fields, that is automatically sets stage 5 to be the active stage.

My issue is, I'm unsure the best approach for implementing this change. I have no problem with creating new records using javascript, but it is automatically setting the opportunity to stage 5 that is giving me trouble.

Would anyone have any guidance that could point me in the right direction what is the best way to set this up.

The order of customization methods that would be most ideal for me would be:

1. Workflows

2. Javascript

3. Power Automate

4. C# plugin

Thanks

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RE: Create opportunity from separate entity and automatically navigate business process flow stage

Hi AMD99,

You can refer following steps to achieve it:

1. Workflows

--Dynamics-365-Workflow-Tools has one action-Set Process Stage,This action is for changing the current stage of the active process of the record.

Dynamics-365-Workflow-Tools/Set Process Stage.md at master · demianrasko/Dynamics-365-Workflow-Tools · GitHub

(1)Download the solution and import it:

Releases · demianrasko/Dynamics-365-Workflow-Tools · GitHub

(2)Create one workflow on opportunity entity:

Trigger and actions

(3)save and active it

2. Javascript

formContext.data.process.setActiveStage(stageId, callbackFunction);

setActiveStage (Client API reference) in model-driven apps - Power Apps | Microsoft Docs

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