Skip to main content

Notifications

Dynamics 365 Community / Forums / Sales forum / Front Office and Back ...
Sales forum
Unanswered

Front Office and Back Office Business Process Flows (same entity) - Need Help Defaulting Back Office (process won't show)

Posted on by 9,079

Hi Experts,

I have a situation where I have two BPF flows that exist for the same business entity.  We have a front-office and back-office flow and the "Project" entity can be created from both sides.  The challenge is I need the Project entity to be active in the two BPF flows simultaneously which is not a problem.  The challenge is when I create the record from the front-office BPF, create the other BPF record through a flow, it still doesn't show the BPF when I open the form for the Project in the Back Office application.  I can easily "switch process" and it will show but I need it to open automatically.  I do not see any differences in any of the fields from the BPF entity record in Advanced Find so I am not sure what I am missing to get it to show up automatically.

Couple things:

1.  App has BPF enabled for the back office flow

2.  Role assignment is good, basically if I create a project from scratch it is fine but if I create in the background it is not showing automatically.  

3.  Once I switch process (manually) on the Project in the back office to select that BPF then it pulls up correctly and all is good.

two_5F00_bpf_5F00_flows.PNG

Power Automate Flow I have in place so when the Project is created from the front-office that it will create the BPF record for the back office.

create_5F00_bpf_5F00_entity_5F00_flow.PNG

Thank you for your assistance.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Forum Structure Changes Coming on 11/8!

In our never-ending quest to help the Dynamics 365 Community members get answers faster …

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,782 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 229,067 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,150

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans