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

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Posted on by epark06

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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?

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epark06 1,320 on at

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

Thanks, conditional branching worked great.
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gdas 50,085 on at

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

Hi ,

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

docs.microsoft.com/.../enhance-business-process-flows-branching
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Shahis 170 on at

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

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