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Microsoft Dynamics CRM (Archived)

Business Process Flow Resets

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Posted on by Community Member Microsoft Employee

I'm currently having some problems with an Opportunity>Quote>Order>Invoice process flow that I have set up. Generally whenever I'm testing it everything works fine, but with users getting in and using it now they are running into random situations where the business flow will reset back to the first stage, and possibly wipe any data set in the stages already.

Now if they are still in the Opportunity stages this isn't a huge deal as the data can be re-entered and the stage moved forward, but if the stage is on Quote or Order stage (and the Quote or Oppotrunity is Won or Read-Only for some other reason), they are unable to move the process flow stage forward, as the Opportunity is now Read-Only.

This has happened at least a few times so far, and each time I've gone in to set the Opportunity and Quote back to Open so the process flow can be moved forward to the proper stage, then closing those records again. This is fine for a couple of times, but clearly not a long term solution.

Has anyone run into a similar problem before, or have any idea what might be causing the process to reset in the first place?

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  • Dan_BMCD Profile Picture
    Dan_BMCD 3 on at
    Business Process Flow Resets
    I also am currently experiencing this issue. This seems to occur for records that no one has opened recently; once a user opens the record (form), the BPF resets to first stage. But after correction, save and close, the BPF does not reset when opening the form a second time. To my knowledge, no one is using the "Switch Process" button, as there is only one BPF available on this entity anyways.
  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Business Process Flow Resets

    Hello B

    Based on your business process I would say yes, a CRM does sound like a good option in running your business more efficient. A CRM allows you to keep a record of your customers' details and any interaction so it makes everything well organized.

    You may also want to look at the option of getting a CTI solution like Tenfold which integrates your existing phone and CRM. Checkout these integrations at www.tenfold.com/.../dynamics

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Business Process Flow Resets

    We are experiencing similar issues with the BPF. They happen sporadically and we cannot find a pattern. The only difference between out issues are that yours happens on a OOB entity while ours happens on a Custom entity.

    Have you had any further developments on resolving your issue? We've logged a call with Microsoft to see if they can shed any light on our issue.

  • ScottDurow Profile Picture
    ScottDurow 50,177 on at
    RE: Business Process Flow Resets

    This usually is because someone has used the 'switch process' dialog - this will reset the BPF.

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