Remove business Process Flow from Account

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Posted on by Muhammad Salahuddin

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In CRM 2015, I have business process flow which is shown only on particular records (I don't know why). I'm unable to remove it. I have already deactivated but it's still shown on (Account) form.

Note: For the process the primary entity is account.

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Bruno Lucas 5,421 on at

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look like you need to delete it (after making a copy)

mscrmonline.wordpress.com/.../crm-2013-how-to-remove-business-process-flow

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Mithilesh Kumar 10,047 on at

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Hi Salahuddin,

Once the Process if associated with the Record, deactivating the Process won't remove them from them. This is because the ProcessId field contains the GUID of the process.

The value is not removed from this field because you have just deactivated the process which be reactivated later.

You will have to write a JScript / Plugin Code to disassociate the Business Process Flow. The record contains a field called ProcessId which contains the GUID of the process.

Hope that helps

Thanks

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Muhammad Salahuddin 470 on at

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Thanks man, you solved my problem

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There are two things that can be done for any business process flow in MS CRM:

1. Deactivate BPF

2. Delete BPF

In order to remove Business Process Flow (BPF) from existing records, it is not enough to just deactivate BPF. Even when we deactivate BPF, records that are associated with it will still show BPF with warning message that it is deactivated.

It is true, if you delete BPF from Processes in MS Dynamics CRM, they will be removed (not showed) from the records that were associated with that BPF. However, what if you do not want to delete default BPFs, like those related to sales process on system entities (Leads, Opportunities and Accounts)? What if you want to hide these default system BPF from default system entity (i.e. Opportunity)?

In this case you need to write plugin/workflow activity to remove association of the entity record from BPF.

See my GitHub example how to do this.

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Hello,

After remove bpf and set processid to null, I still have a message error in crm for phone and tablet application.

In web, everithing is ok.

Can you tell me why i have these error in mobile application ?

Thanks,

Sebastien

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