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Microsoft Dynamics CRM (Archived)

Dynamics 365 Business Process Flow Issue

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Hi MS Community,

I have an issue at the moment where we had a Business Process Flow in place with conditional branches.

We have three BPF's that span:

  • Lead to Opportunity to Case
  • Opportunity to Case
  • Case Only

We had to remove the branches and leave the BPF in a single line process with no conditions. Once we did this and updated, none of the BPF's would allows users the ability to move stages as the targets stage did not exist:

Invalid stage transition. Transition to stage {0} is not in the process active path.

So to resolve this, we used the Save As and created a duplicate of the updated BPF and then manually updated all records to include this new BPF. We then deactivated all other BPF's in the system.

Now we have the problem where users will open a record randomly and the old process flow will show as deactivated and prevent users from moving stages (an error notification also states that the process has been deactivated), but it will also happen that we open the case and the new BPF will show.

Even more disturbing is that I have looked through all records and ensured that the process ID's are only the three new Saved As process ID's on the record, but as soon as I open a random record, it will update the process ID to the old process ID...

Is there a relationship / Process Stage record that I need to consider when switching Business Process Flows?

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    on at

    We found out the issue, the browsers cache was overriding the process ID and Stage ID each time a new user with old browsing cache opened the record. Once we asked the organization to remove their cache, we were able to update all existing business process flows with the correct flow and it reflected across the board. We had to do this exercise through all three browsers and check each record on each browser.

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