web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

Advance BPF stage IN REAL TIME when field is changed on opportunity

(0) ShareShare
ReportReport
Posted on by 1,328

On the opportunity, I have a checkbox where when checked, I want to advanced the opportunity process stage to a specific stage. I built out the workflow on the process stage entity, set the Process changes start when: opportunity field. This works correctly HOWEVER it is an async workflow and requires a refresh of the form to see the new stage reflect.

I want the stage to move right when I update my opportunity field. I thought converting to a real-time workflow would do it, but it seems the Start When: Process changes option does NOT give me fields on the opportunity but only the process stage.

Is there another way to immediately change the BPF stage when a field is updated on the opportunity?

 

 

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    Shahis Profile Picture
    170 on at

    You should be able to achieve this programmatically. Following blog can help you understand the various options you have -

    blogs.msdn.microsoft.com/.../best-practices-for-automating-business-process-stage-progression-in-dynamics-365

    Take a look at this for a sample script - community.dynamics.com/.../moving-between-bpf-stages-programmatically

  • Verified answer
    gdas Profile Picture
    50,091 Moderator on at

    Hi ,

    You can also do this using conditional branching.Take a look below article-

    docs.microsoft.com/.../enhance-business-process-flows-branching

  • epark06 Profile Picture
    1,328 on at

    Thanks, conditional branching worked great.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans