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Hello,
I have data being posted into the system through API. And when it comes in with a certain field I want data automation to kick in and add data to certain fields automatically without any user interaction.
I have business rules in place for the entity, but it seams that it's only firing when someone interacts with the record. (I.E., When the record is open, then the data shows up, but if not it doesn't.)
The business rule is setup if value = x, then update record with = y
I'm in the process of recreating the rules as process flows that run in the background, with the same criteria. If entity value = x, then update record with = y.
Please advise,
Am I missing a step or is it a different feature in the system.
Scenario - Data is posted in through API, and needing to update records based off matched values in fields.
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Anyone looking for help with dynamics crm execution events / pipelines.
Here's a link for future troubleshooters
Since workflows run at stage 30 i'm creating the rules as a business process workflow. Which is what i'm looking for, my hunch tells me this will work. I will further test.
I actually think the business processes will work, i'm testing that now on top of the business rules.
Are you aware of doing this in a way that's simpler. (No coding?)
Or possibly able to provide a script template?
Please and thank you!
You might want to look at building and using a custom action for your data posting instead: msdn.microsoft.com/.../dn481600.aspx
Your custom action could then be called to populate the data in the places you need it with the conditions you need, and it would still be part of the CRM API.
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