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Microsoft Dynamics CRM (Archived)

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

Posted on by Microsoft Employee

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

Without code.

*This post is locked for comments

  • Verified answer
    gdas Profile Picture
    gdas 50,085 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
    Alex Fun Wei Jie 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
    ashlega 34,475 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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