web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to set the busines...
Microsoft Dynamics CRM (Archived)

How to set the business process flow on records created by SSIS package

(0) ShareShare
ReportReport
Posted on by Cyclefitness

Hello, everyone:

I've tried adding a SetProcess Action step in a workflow which runs on create of a payment record.  These records are being created by a SSIS packagae; however, they end up without a business process flow selected.  Apparently, the SetProcess Action doesn't do what I'm looking for.  Is there any other way to do this?  When a user interacts with the payment form, the business process is already set, but when the payment is created by a SSIS package, it's not.

Thank you!

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    prt33k Profile Picture
    prt33k 6,907 on at

    Did you try setting up the stageid field while creating the record?

    StageId need to be the GUID of the process stage in you system - which you need to retrieve from your CRM org.

    This might be helpful:

    community.dynamics.com/.../how-to-change-process-and-stage-programmatically

  • Cyclefitness Profile Picture
    Cyclefitness on at

    The record is created by a SSIS package.  I'm the Dynamics analyst.  I added the Action SetStage to my on create workflow.  I'm wondering if there is a way to attach a process to a record, not set a specific Stage.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans