Microsoft Dynamics 365 | Integration, Dataverse...

Business Process

(1) Share

Report

Posted on by Shawn Low

Good Afternoon,

Not sure if this is the correct forum or not, so we'll see.

I wanted to ask:

When working on a record, in this Case a record called 'Regulatory Case'.

I need to make sure specific fields are filled in or populated, before the Regulatory Case can be moved to the next step, or Stage in the process.

I would use a 'Business Process' for this correct?

What does this look like?

An example might be, before you can move the Regulatory Case to 'In Process', the Account and Contact must be added, and either a Case Product added, or the 'No Product' checkbox needs to be checked.

Does a window pop up with the fields that need to be filled, or a waring message pop up that says, 'hey, you need to fill in these things' or something else?

Thanks

Shawn Low

All responses (2)

Answers (0)

Dengliang Li Microsoft Employee on at

Like (0)

Report

Business Process

Hi,

Has the issue been solved?
Have there been any updates? Please feel free to ask me if you have any questions!
If it has been resolved, can you mark the response as an answer?
Suggested answer

Dengliang Li Microsoft Employee on at

Like (0)

Report

Business Process

Hi,

Yes, you can fulfill your needs with Business Process Flow.

Business process flows overview - Power Automate | Microsoft Learn

For example, in the Phone To Case Business Process Flow applied to the Case entity.
The Data Step of Find Contact for Stage Identify is set to Required.

In CRM, when clicking the Next Stage button in the Identify stage, an error is reported prompting the user because the required field Find Contact is not populated.

If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more.
If you have further questions, please feel free to contact me .

Best Regards,
Dengliang Li