Advancing a Dynamics CRM Opportunity Sales Process (to Finished) when Opportunity is Closed Won/Lost

(0) Share

Report

Posted on by Community Member

I must be missing something but I have been trying to do this via a workflow all day and just can't seem to figure it out.

I have a 4 stage Opportunity Sales Process Business Process Flow which may be on any stage when the opportunity is Closed Won or Closed Lost.

What I would like to do is change the related Business Process Flow to finished at this point to stop the timer and record the period of time that the opportunity was active.

I have tried to trigger this in a workflow from the opportunity when the status changes, but the Business Process Flow fields are not available to update.

I have tried to trigger this in a workflow from the Opportunity Sales Process entity but there is nothing in that process that would activate a workflow at the time the opportunity is closed.

I even tried creating a process action and executing that from the opportunity when the status changes, but there is no dynamic reference to link this action to the correct Opportunity Sales Process instance.

So following those approaches I am well and truly stuck.

*This post is locked for comments

All responses (3)

Answers (1)

Sander Daudey 370 on at

Like (0)

Report

RE: Advancing a Dynamics CRM Opportunity Sales Process (to Finished) when Opportunity is Closed Won/Lost

If you only use one BPF on the opportunity you could add a lookup to this BPF on the opportunity. In this way you can control the BPF via a workflow on the opportunity.

Other workaround is to create a wait workflow on the BPF entity which waits for the opportunity status = lost /won.
Community Member on at

Like (1)

Report

RE: Advancing a Dynamics CRM Opportunity Sales Process (to Finished) when Opportunity is Closed Won/Lost

Thanks Ravi, It's hard to believe it takes a programmer to finish a sales business process when the opportunity is won or lost but I guess that keeps the Microsoft ecosystem busy.
Verified answer

RaviKashyap 55,410 Moderator on at

Like (0)

Report

RE: Advancing a Dynamics CRM Opportunity Sales Process (to Finished) when Opportunity is Closed Won/Lost

Hi,

I don't think it is possibel to achiev this with the OOB workflow. Each record has its own instance of the BPF. You need to write come custom code such as a plugin which will trigger on close of opportunity and then retrieves the current business process flow instance and then mark it as finish.

You can refer the following links-

crmmemories.blogspot.com.au/.../finish-business-process-flow-in-c.html

msdn.microsoft.com/.../dn481586(v=crm.7).aspx