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Microsoft Dynamics 365 | Integration, Dataverse...
Suggested answer

set business process flow using RestAPI

Posted on by Microsoft Employee

Hi CRM Experts,

I have 2 business process flows attached to case table and I use web resource js to dynamically switch the process flow based on a case type.

This script is attached to the case form on load.

There is no issues if i manually create a case and the script works perfectly.

However, when I migrated data using restAPI to the case table, the BPF is invisible until i manual click the switch process button in certain records.

What i have done for migrated records is:
1. insert case record to case table

2. insert bpf record to the bpf entity for associated case record in step 1.

I know the js setVisiblity command is to control the bpf visislbity on a form, but is there a RESTAPI alternative to set the bpf visibility for all migrated data?

I need to migrated 1m~ case records to dynamics so it is not ideal to manually click switch process button to trigger the bpf.

if it is not possible, can someone suggest alternative that you use help to resolve this  dynamics migration issue?

many thanks

  • Suggested answer
    StefanS365 Profile Picture
    StefanS365 3,573 Most Valuable Professional on at
    RE: set business process flow using RestAPI

    Hi there,

    You can set the ProcessId attribute to a specific business process flow entity (as an entity reference), so the system will apply the specified business process flow instead of the default logic.

    See for more information:

    docs.microsoft.com/.../model-business-process-flows

  • Community Member Profile Picture
    Community Member Microsoft Employee on at

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