Business Process Flow for Differnt Companies

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HI All,

I really need your help here. I have a company "A" as Parent Business Unit. I have companies "B", "C" and "D" as child companies.(Diffent Business Units).

Can I create a Buisness Proceees Flow(Opportunity Sales Process) for my child company "D", without affecting company's "A"(Parent company) Business Process? Please let me know ASAP.

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Mamatha Swamy 5,426 on at

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You can have multiple Business Process Flows (BPF) defined for an entity. However, at any given point of time a record can only be related to one BPF.

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mscrmba on at

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Yes. As Mamatha says.

You might want to have 3 BPFs e.g. Small customer, Medium Customer, Large Customer.

You could assign these with a little but of code (based on an attribute e.g. Size of Customer = Small, Medium or Large, or business unit of Owner). Alternatively users can choose a BPF to use for a particular customer by going to ... Switch Process and selecting from those available. (Scott's blog below demos this.)

Code to select - see Scott's blog:

community.dynamics.com/.../how-to-change-process-and-stage-programmatically

To trigger based on a field in the BPF itself you may also need to refer to:

inogic.com/.../how-to-apply-script-on-header-fields-and-bpf-fields

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Bruno Lucas 5,421 on at

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Hi,

You can control who has access to specific processes by security role:

www.powerobjects.com/.../control-access-to-business-processes-security-role

Than you can create different Business Process flow that would address the needs of each company and process data accordingly.

Design a BPF for company A and assign a role so only Team A can use that BPF.

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Community Member on at

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Thanks Bruno.

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