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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Business Process Flow ...
Microsoft Dynamics CRM (Archived)

Business Process Flow - multiple quotes and one opportunity

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Posted on by Community Member

Hello!

I have a Business Process Flow starting from lead, opportunity then 3 stages on quote. there are few cases where i am not sure how to configure:

1. user starts process from opportunity/quote - it cannot connect to process

2. user create multiple quotes from opportunity

how is it possible to handle this situations? please help

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  • Wayne Walton Profile Picture
    Wayne Walton 13,730 on at

    For the first one, just make another Business Process Flow that matches your main one, but without the Lead part.  

  • Community Member Profile Picture
    Community Member on at

    Yes I can for example create another BPF from Quote with those 3 stages. BUT if user goes from lead to quote, and after a while he deactivates the quote and want to create another, the second will run on second BPF without any impact on the first one

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