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Change BPF (Business Process Flow) to another BPF on update of record

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Posted on by MichaelFo96

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Hello together,

I use the Lead to Opportunity Sales Process (Sales BPF) and the Lead to Opportunity (Marketing BPF) Business Process Flows on the lead entity.

I would like to change from the Marketing BPF automatically to the Sales BPF as soon as the Marketing BPF got the status "Finished".

I tried to perform that with the following Power Automate Flow. I would like to perform it without JavaScript. It worked that I create a new Sales BPF and connect it with the lead but the Marketing BPF is still the one that is shown in the UI. (See screenshots below.

Can someone help me to change the shown BPF in the UI?

Thanks in advance.

When a row is added, modified or deleted:

CreateLeadToOpportunitySalesProcessBPF:

UpdateLead:

There is still the Marketing BPF in the UI even if the only active BPF is the Sales BPF:

Active processes:

Archived processes:

Categories:

Dynamics 365 Customer Insights - Journeys

Dynamics 365 Sales

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Muhammad Shahzad Sh... 2,331 Most Valuable Professional on at

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Change BPF (Business Process Flow) to another BPF on update of record

1: Trigger the Flow When Marketing BPF is Finished

Trigger:

Use "When a record is updated" (Lead entity).

Set a filter to detect when bpf_<MarketingBPFId>_status changes to "Finished".

Get the Lead’s Current BPF Info:

Use "Get record" action (Lead entity) and retrieve:

processid (GUID of the active BPF).

stageid (current stage).

2: Deactivate the Marketing BPF

Deactivate the Current BPF:

Use "Update a record" (Lead entity).

Set:

processid = null (this removes the active BPF).

3: Activate the Sales BPF

Set the New BPF (Sales BPF):

Use another "Update a record" (Lead entity).

Set:

processid = GUID of the Sales BPF (find this in Business Process Flow settings).

stageid = First stage GUID of the Sales BPF (get this via "List stages of a BPF" action if needed).

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MichaelFo96 112 on at

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Change BPF (Business Process Flow) to another BPF on update of record

Hello Muhammad,

I've tried it as you said but it seems that it is not valid to perform a lookup in the trigger.

Therefore I tried it like that:

When a row is added or modified

Update Lead

Set Process ID to null

Update lead

I receive the following error:

"error": {

            "code": "0x80040216",

            "message": "Participating entity record of stage: bfc9108c-8389-406b-9166-2c3298a2e41f is not valid",

            "@Microsoft.PowerApps.CDS.ErrorDetails.ApiExceptionSourceKey": "Plugin/Microsoft.Crm.ObjectModel.GlobalActiveStagePlugin",

            "@Microsoft.PowerApps.CDS.ErrorDetails.ApiStepKey": "bb48066e-f22f-412f-a530-91f72e4b859b",

            "@Microsoft.PowerApps.CDS.ErrorDetails.ApiDepthKey": "1",

            "@Microsoft.PowerApps.CDS.ErrorDetails.ApiActivityIdKey": "4714e32d-daa3-49ed-a794-bbfb485d7c69",

            "@Microsoft.PowerApps.CDS.ErrorDetails.ApiPluginSolutionNameKey": "System",

            "@Microsoft.PowerApps.CDS.ErrorDetails.ApiStepSolutionNameKey": "System",

            "@Microsoft.PowerApps.CDS.ErrorDetails.ApiExceptionCategory": "SystemFailure",

            "@Microsoft.PowerApps.CDS.ErrorDetails.ApiExceptionMessageName": "UnExpected",

            "@Microsoft.PowerApps.CDS.ErrorDetails.ApiExceptionHttpStatusCode": "500",

            "@Microsoft.PowerApps.CDS.HelpLink": "http://go.microsoft.com/fwlink/?LinkID=398563&error=Microsoft.Crm.CrmException%3a80040216&client=platform",

            "@Microsoft.PowerApps.CDS.TraceText": "\r\n[Microsoft.Crm.ObjectModel: Microsoft.Crm.ObjectModel.GlobalActiveStagePlugin]\r\n[bb48066e-f22f-412f-a530-91f72e4b859b: GlobalActiveStagePlugin]\r\n\r\n",

            "@Microsoft.PowerApps.CDS.InnerError.Message": "Participating entity record of stage: bfc9108c-8389-406b-9166-2c3298a2e41f is not valid"

        }

Do you have any idea why that happened?

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