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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / How to update BPF stag...
Microsoft Dynamics 365 | Integration, Dataverse...
Suggested Answer

How to update BPF stages for existing opportunities

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Posted on by Maneesh Sharma 41

Hi Community,

I imported some Opportunity records last week. Few records are to be associated with BPF 1, and the rest are to be associated with BPF 2.

Those records are to be updated with BPF stages which I have in an Excel file.

The Business Process Flows are custom ones and are created in my environment. 

Can anyone suggest to me how to update the existing records with appropriate BPF stages in CE.

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  • Suggested answer
    a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at

    Hello,

    You should check XrmToolbox and this plugin - www.xrmtoolbox.com/.../

  • Maneesh Sharma Profile Picture
    Maneesh Sharma 41 on at

    Hi Andrew, I tried using the XRM toolbox, but it is updating the records which are present in the System views.

    And also, it only updates records that belong to one particular stage at a time. I have around 1000 records that are associated with two custom BPFs and are in different stages. Creating system views for every particular stage in order to update their stages is what I am worried about.

    Any other way to solve this..?

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at

    Then, you can open the code of the control, figure out how it works and write own console app that will do whatever you need.

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