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Microsoft Dynamics 365 | Integration, Dataverse...
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How To call CRM Buttons from BPF

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Posted on by 90

Good Day. Thank you for your interest.

We have a business requirement where we want to call Buttons from the Ribbon Bar in our Business Process Flows. For example the Lead entity has Button's such as 'Qualify' 'Disqualify' etc...I want to be able to add those to the Business Process Flow if possible. The same concept can apply to other entitles. Any help would be appreciated.

Best Regards,

Sunny

Sales-CRM-Qualify-Button.png

  • Suggested answer
    Bipin D365 Profile Picture
    28,981 Moderator on at
    RE: How To call CRM Buttons from BPF

    Hi,

    It is not possible to call ribbon from BPF instead you can make use of Power automate button to trigger your business logic.

    docs.microsoft.com/.../instant-steps-business-process-flows

    You can also trigger custom action/workflow from BPF stage.

    Please mark my answer verified if this is helpful!

    Regards,

    Bipin Kumar

    Follow my Blog: xrmdynamicscrm.wordpress.com/

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    on at

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