web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Unanswered

automaisation Business process flow

(1) ShareShare
ReportReport
Posted on by 18

Hello,

I need your help to solve an automation problem that I can't figure out. Here is the context: I have an opportunity identified as a partner, and if it has a parent, I would like it to follow the parent's process.

For example, if the parent moves from the qualification phase to the Develop phase, I want the partner opportunity to follow the same path automatically.

The idea is to automate this process by taking into account the existence of a parent and whether the opportunity is marked as a partner.

The problem is that I already have a system in place, but it is not working at all; it doesn't even manage to advance the process.

Could you help me find a solution?

 

Thank you.

I have the same question (0)
  • Leah Ju Profile Picture
    Microsoft Employee on at
    Hi,
    Is the BPF you are using in the form the same as the one you selected in Power automate flow?
    From the images you provided, it looks different?
    1.Can you provide more details the BPF? 
    --It's display name shown in the form.
    --Are all the stages (phases) on this BPF based on opportunity entity?
    2.Can you also provide clear screenshots of the flow steps to help me understand the reproduction?

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Tom_Gioielli Profile Picture

Tom_Gioielli 70 Super User 2025 Season 2

#2
Gerardo Rentería García Profile Picture

Gerardo Rentería Ga... 43 Most Valuable Professional

#3
Daniyal Khaleel Profile Picture

Daniyal Khaleel 32 Most Valuable Professional

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans