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Microsoft Dynamics CRM (Archived)

Automate switch process when the current one is marked as finished.

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I'd like to automate the switch and decide to which process to change according to specific conditions.

Without code.

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  • Verified answer
    gdas Profile Picture
    50,091 Moderator on at
    RE: Automate switch process when the current one is marked as finished.

    Hello GIlp,

    Here is some good article

    blogs.msdn.microsoft.com/.../business-process-flow-automation-in-dynamics-365

    www.crmug.com/.../advancing-business-process-flows-via-workflow

    Hope this helps

  • Verified answer
    Alex Fun Wei Jie Profile Picture
    33,626 on at
    RE: Automate switch process when the current one is marked as finished.

    Hi,

    You can refer below blog on how to achieve it.

    alexmscrm.blogspot.my/.../dynamics-365-workflow-within-business.html

    www.powerobjects.com/.../using-workflows-to-switch-between-business-process-flows-automatically

  • Suggested answer
    ashlega Profile Picture
    34,477 on at
    RE: Automate switch process when the current one is marked as finished.

    Hi,

     You might create a workflow on the process BPF entity, and, once it's in the finished stage, you might use a Perform Action step in the workflow. Then use SetProcess action (out of the box) to set correct process on the actual entity (you'll find it through a lookup from the BPF entity)

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