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) / Set Business Process
Microsoft Dynamics CRM (Archived)

Set Business Process

(0) ShareShare
ReportReport
Posted on by DanielSturm 129

Hello everyone,

first of all, we are using an 8.2 on premise version.

I am using the OOB action to set a business process for an opportunity. The action is triggered without a problem BUT the action doesn't change the process any more.

In the changelog I can see that the process is being "changed" from the old process to the old process, instead of the new one. 

I tried using the "Set Business Process" Action from the Dynamics Workflow tools as well. Even stranger result. The process gets changed (according to the changelog) BUT on the UI I still see the old business process being displayed. (Yes, I pressed F5 multiple times). Never had this issue before 8.2. 

Anyone else who had this issue before and found a solution? (I don't want to write a JScript to solve it, wanna get the actions back to work).

I really appreaciate any help and input I can get. If further information is necessary of if my description of this strange problem is unclear, please let me know.

Best regards,

Daniel

*This post is locked for comments

I have the same question (0)
  • Verified answer
    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,628 on at

    Hi,

    With Dynamics 365, the bpf is a little bit different compare to previous one, so read about it via below post.

    Dynamics 365 bpf vs Previous CRM BPF

    [View:http://alexmscrm.blogspot.my/2017/10/dynamics-365-business-process-flow-and.html:750:50]

    What is Concurrent bpf

    [View:https://blogs.msdn.microsoft.com/crm/2017/03/28/concurrent-business-process-flows-in-dynamics-365/:750:50]

    ProcessId, StageId, and TraversedPath fields are depreacated

    [View:https://blogs.msdn.microsoft.com/crm/2017/07/30/how-to-determine-which-business-process-flow-bpf-instance-is-shown-when-a-record-is-opened-2/:750:50]

    the possibilities would be, the workflow you are trigger is not running on your context.

  • DanielSturm Profile Picture
    DanielSturm 129 on at

    Hi,

    thanks for your quick reply. So I guess my problem is connected to the visibility of the BPF.

    The workflow which changes the process for my tests is run by the admin user and the current user is the admin user, so I hoped it would change the WF for this user. However, the process doesn't change in the frontend. Maybe the action is just not working at the moment, still putting values in the old fields.

    Still searching for a workaround without JScript. (OR I need an almost ready template)

    Best regards

    Daniel

  • Suggested answer
    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,628 on at

    Hi Daniel,

    try to set the workflow as real time workflow and set it to run under user instead of workflow owner.

    but in the end you will need the Js to help other user (not the owner of the record) to switch the process if the user opened the record before.

    [View:https://msdn.microsoft.com/en-us/library/dn817878.aspx#BKMK_setActiveStage]

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