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Microsoft Dynamics CRM (Archived)

How to finish a BPF

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Posted on by 172

Hi there,

We have a BFP with three stages, the level 1 cases are closed in the first stage of the proceses, and level 2 cases complete all the stages of the BPF, however, in level one cases the cases are being ¨Resolved¨ by a workflow rule but we don´t seem to be able to ¨Finish¨ de BPF when the case is resolved in the first stage.

Does anyone know how to finish a BPF without moving forward to the other stages?

Example:

015863.Untitled.png

I tried to create a workflow under the same BPF in order to get it terminated, but still not working: This is my workflow:

5123.Capture.PNG

Does it make sense? is it possible to do this?

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  • Suggested answer
    Alex Fun Wei Jie Profile Picture
    33,628 on at

    Hi,

    there is similar requirement , refer to below link. Basically they were using action to achieve it.

    community.dynamics.com/.../258175

  • Suggested answer
    Aric Levin - MVP Profile Picture
    30,190 Moderator on at

    You can Dynamics 365 Workflow Tools Set Process Stage or Ultimate Workflow Toolkit Set Process

    github.com/.../Dynamics-365-Workflow-Tools

    github.com/.../UltimateWorkflowToolkit

    Hope this helps.

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