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Dynamics 365 general forum

Business Process Flow - Open related Contact Form

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Posted on by Community Member Microsoft Employee
We currently have an Contact record related to a Case via a custom entity "Client"
We have a Business Process Flow (that is run via Case) which we would like one of the steps to open for editing the existing Contact record identified earlier as "Client".
Is this possible and how would we achieve this?
 
Thanks
Categories:
Customization / Solutions / SDK and API
  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Business Process Flow - Open related Contact Form

    Hi,

    If I am not wrong, you should be able to achieve this with Cross entity/ Multi entity BPF. it is possible and this is one of the enhancement introduced in the BPF. You can read more about it from below links:

    www.magnetismsolutions.com/.../dynamics-365-multi-entity-business-process-flows

    Hope this helps.

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