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Run a workflow on demand on a business process entity?

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Posted on by River 157

I would like to run a on demand workflow that runs something like this

If the business process workflow active stage is X

then update the active stage on opportunity-records to X

I have created the workflow, but how do I run it on demand? I know if I go to an opportunity view, I can run workflows from there, but apparently only if they are based on the opportunity entity. I can't see this workflow there. 

And if I go to view all processes, there is no option to run a workflow...  If this isn't possible are there any workarounds to update the opportunity records based on those criterias?

Thanks in advance for any input or suggestions.

dynamics181030.JPG

 

 

Categories:
Leads or Opportunities
  • LeoAlt Profile Picture
    LeoAlt 16,331 on at
    RE: Run a workflow on demand on a business process entity?

    Hi River,

    You could try the two following ways.

    1.Go to ProjectProcess entity list and find Run Workflow button.

    2.Change the entity of this workflow to Opportunity and then go to opportunity view to run this workflow.

    In addition, activate your workflow.

    Hope it helps.

    Best Regards

    Leo

  • Inogic Profile Picture
    Inogic 402 on at
    RE: Run a workflow on demand on a business process entity?

    You can refer the below blog where explained how to execute the workflow from Business Process Flow.

    https://www.inogic.com/blog/2018/08/validating-bpf-fields-to-restrict-stages-through-oob-workflow-in-dynamics-365/

                   

    Hope this helps!

     

    Thanks,

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Run a workflow on demand on a business process entity?

    Hi River,

    The workflow which you have created is for the BPF entity so you need to run it against the BPF entity. I am assuming this BPF is for the opportunity entity. Do you want to run it on all the opportunity or any specific type of records. If all opportunity records, then you can run it on all the BPF entity records, if you want to run it on specifc entity say open opportunity, you need to change your workflow and have a condition there which check the opportunity status is open.

    For bulk execution, you can try any of the above suggestions.

    Hope this helps.

  • Verified answer
    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,626 on at
    RE: Run a workflow on demand on a business process entity?

    Hi,

    you can run on demand workflow via, entity list page, record itself and via advaced find.

    You also can create a console application to execute the workflow request.

    docs.microsoft.com/.../gg307964(v%3Dcrm.8)

    Futhermore, you also can run a workflow from Microsoft Flow.

    community.dynamics.com/.../executing-dynamics-365-workflows-from-microsoft-flow

  • Suggested answer
    Adrian Begovich Profile Picture
    Adrian Begovich 1,014 Super User 2024 Season 2 on at
    RE: Run a workflow on demand on a business process entity?

    Hi River,

    You can execute the Workflow with the Bulk Workflow Execution Plugin in the XrmToolBox.

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