Business Process Flow across two entities

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Posted on by Martyna

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hi , how do I link two different entity records in a business process flow without having to click on 'create' after I click on 'next stage', I just want the new record to be created automatically when I click on next stage, just like it happens the in out of the box lead to opportunity process

thanks,

Martyna

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a33ik 84,331 Most Valuable Professional on at

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Hello,

Check following article - www.magnetismsolutions.com/.../dynamics-365-multi-entity-business-process-flows

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Akanksha Ranjan 460 on at

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Hi

You can create a workflow on entity A which will create another entity B record once some specific condition will meet.

And you can pre-populate the record B lookup with entity A. That will automatically relate your entity B record with entity A.

Thanks

PS: Please mark the answer as verified if found helpful.

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Nithya Gopinath 17,078 on at

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Hi Martyna,

Check the link below.

us.hitachi-solutions.com/.../dynamics-crm-cross-entity-business-process-flow

Hope this helps.

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Martyna 470 on at

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I have created the workflow but it still requires me to select the record that was created via the workflow after I click on next Stage, it's an unnecessary click, if the two records are already linked why can't it just go straight into the second entity record after I click on Next stage, has anyone managed to do this?

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Zeshan Khan 185 on at

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Hi MMartyna,

Have you got the solution for your query. I have the same requirement Can you please give me update on this?

Regards,

Zeshan

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Roxana 691 on at

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Hi MMartyna,

Did you get the solution?.. my users are faciing the same escenario, they want to avoid to select the created record.

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