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Microsoft Dynamics CRM (Archived)

Move to Next Stage in Cross Entity Business Process Flow

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Posted on by 7,042

Hi Folks,

we're using D365 CRM v9.1

I'm facing one serious issue to move to next stage in cross entity BPF. I have two entities (Booking ans Invoice). When a status field is changed in booking entity, using JS invoice will be created.

My problem is there is BPF between those two entities, one invoice was created user has to go and click on the next stage and then they have to select the invoice record from the BPF List. I have used formContext.data.process.moveNext(); to move to next stage in BPF but it's not happening in my case.

I need to achieve functionality like Qualify Lead to Opportunity, means when lead is qualified, it automatically moves the BPF to next stage and opens Opportunity entity form.

Help me how to achieve this functionality. Thanks in advance.

Regards,

SK

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