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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Switching Business Pro...
Service | Customer Service, Contact Center, Fie...
Suggested Answer

Switching Business Process Flows with a Workflow

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Posted on by BBaker32 2
The outcome I'm after is having a case use the appropriate Business process Flow based on criteria from the case. For example, I have the following Business Process Flows:
 
Manage Order
Install
Problem 
Credit Card Onboarding
 
When cases are created, I want to, with a workflow, say what Business Process Flow is active based on my criteria. So my workflow would look something like:
 
If the case title contains /manage order/, then set the active Business Process Flow to /Manage Order/. 
If the case title contains /Credit Card Install/, then set the active Business Process Flow to /Credit Card Onboarding/.
 
I'm reading that SetProcess and ProcessID are deprecated. Hoping I can find a simple solution to what seems like a simple task. 
 
2023 release wave 2 enabled
Server version: 9.2.24012.00238
Client version: 1.4.7144-2401.2
 
Please let me know if I can elaborate further. 
 
Brandon
I have the same question (0)
  • BBaker32 Profile Picture
    BBaker32 2 on at
    It looks like this plugin has the Set Process / Set Process Stage options I would need: https://github.com/demianrasko/Dynamics-365-Workflow-Tools
     
    Curious if anyone can share their experience with this plugin and specifically the aforementioned options? 
  • Suggested answer
    Dengliang Li Profile Picture
    Dengliang Li Microsoft Employee on at
    Hi,
     
    You can refer to the following link to switch BPF using the real-time workflow.
     
    If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more.
    If you have further questions, please feel free to contact me .
     
    Best Regards,
    Dengliang Li
     
     
  • Suggested answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 10,409 Moderator on at
    Hello User,
     
    You can refer below articles which will help you to implement your requirement.
     
    if you are using a workflow make sure if is getting applied on change of the field or not.
     
    Thank you,
    Amit Katariya.
  • CU27040854-7 Profile Picture
    CU27040854-7 2 on at
    The ability to branch Business Process Flows (BPFs) is a very useful component of Dynamics 365.

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