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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Change BPF step based ...
Microsoft Dynamics CRM (Archived)

Change BPF step based on conditions

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Posted on by Community Member

Hello community,

I have an entity "opportunity" and i have a 1-N relationship with "contract".

I need to update the steps of my BPF(Opportunity), once all my contracts are desactivated.

I'am under the 8.2 version.

Which the best way to achieve this?

any code will be very appreciate.

Thank you,

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  • Suggested answer
    Aric Levin - MVP Profile Picture
    Aric Levin - MVP 30,190 Moderator on at

    Hi David,

    I think one of the questions would be how are you deactivating the contract records.

    There are 2 Workflow Utilities that provide you with that functionality (Ultimate Workflow Toolkit and Dynamics 365 Workflow Tools). They are well known in the industry if you have not used them.

    If you are calling the deactivation via Workflow, or can call a Workflow that will call the Custom workflow, this would be the easiest approach.

    For example you can have a status field that specifies "Contracts Deactivated", when that status is changes to Yes (or other status), a workflow would execute, which one of the steps would be to call the Set Process or Change Process of the Workflow Utility.

    Hope this helps.

  • Verified answer
    gdas Profile Picture
    gdas 50,091 Moderator on at

    Hello David,

    In addition If you don't want to use workflow tool you can go for custom workflow or plugin which will trigger  status change of contract or update.In the code Retrieve all active contracts for the for the parent opportunity , if there is no active contracts found update the field of parent opportunity.

  • Community Member Profile Picture
    Community Member on at

    Hello Aric & Goutam,

    Thank you for your help , I think i'am gonna try the approach suggested by Goutam.

    have a nice day.

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