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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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  • Suggested answer
    ashlega Profile Picture
    34,477 on at

    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)

  • Verified answer
    Alex Fun Wei Jie Profile Picture
    33,628 on at
  • Verified answer
    gdas Profile Picture
    50,091 Moderator on at

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