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Personal Lead Process

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Posted on by DiePic

448

Hi all

I need to change the standard lead process flow with my personalized process flow.

There is aguide for dummies please? I'm not able to find the way.

thanks in advance.

Categories:

Leads or Opportunities

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DiePic 448 on at

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Personal Lead Process

after long search, I've find that my process was not in the list of "process in the app", so with

I've inserted my process in the list of "process in the app"

Now I need that the process appear automatically without select it from the list of process active ... there is a way?
DiePic 448 on at

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RE: Personal Lead Process

Hi Saud Ali thanks a lot for your reply

Your proposal is interesting, but it's very very complicated for my knowledge of D365s products and Javascript.

I'd prefer find the step that I'm missing or correct the error what could I have done.

If there are no other ways I'll consider your suggestion.
Saud Ali 65 on at

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RE: Personal Lead Process

Hi @DIE,

If you have set BPF order as well, it should work. If that is not working and you don't want to deactivate the default BPF you can achieve this via customization, you can add a simple script to automatically switch the BPF based on certain criteria on form load.

Here is the link to switch your BPF using JS:

Set default Business Process on a form while creating new record

Please mark as verified if the answer is helpful.

Thanks
DiePic 448 on at

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RE: Personal Lead Process

Hi Haig Liu thank you for reply.
I do that and if I watch inside power apps-->module-->Lead, I can see that my process is active in the form

but when I enter in the same form inside the app (obviously after publishing all), this is my result

........ and these under are all my settings

there is something that I'm forgetting, but I dont know what....
....
pls help
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Haig Liu Microsoft Employee on at

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RE: Personal Lead Process

Hi DiePic,

If you are unable to make changes to BPF because of permission issues, please refer to the following security roles:
DiePic 448 on at

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RE: Personal Lead Process

Thanks for suggestion Saud Ali ,

I will prefer change the standard proposed with my process flow and this is what I'm not able to do.

I think that I must work on role permission, but I'm not able to find which are the roles involved
Saud Ali 65 on at

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RE: Personal Lead Process

Hi,

Yes, you can change the process. If you've already created a new Business Process Flow and want to change it for some existing record you can open record and click on "Switch Process" from ribbon and select the process with which you want to change.

For more details, how to create a BPF in Dynamics please check this link:

learn.microsoft.com/.../business-process-flows-overview

Hope this helps you.

Please hit like, if this works for you so I would be helpful for others.

Thanks

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