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how to bulk set existing leads to a new custom business process?

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Posted on by Guangming

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I have created a new business process, which i set to as the default business process of Leads. However the pre-existing Lead records are still linked to the old business process, which i even tried to deactivate.

is there a way to bulk set the new business process to all previous leads?

Also, I do not see there is a way to filter the leads by which business process is associated with?

Thanks,

Guangming

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Leads or Opportunities

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JojoH 5 on at

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how to bulk set existing leads to a new custom business process?

Tip: https://www.youtube.com/watch?v=MvZsse7LPVk
Solves how to bulk create a new Business Process Flow instance using Power Automate!
Guangming 410 on at

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RE: how to bulk set existing leads to a new custom business process?

thanks for pointing me to the right direction. There are some more tricks ( or basics) that may be helpful to others, in order to implement that cloud flow:

for Dynamics 365, the connection is "Microsoft Dataverse"

for the blank flow, i picked "Instant cloud flow"

we need to use _leadid_value eq ... https://docs.microsoft.com/en-us/dynamics365/customer-engagement/web-api/leadtoopportunitysalesprocess?view=dataverse-latest

leads() https://www.cloudfronts.com/power-automate/solved-resource-not-found-for-the-segment-in-power-automate/ to specify which lead to add the new business process instance to

go to Solutions in Power Automate to publish all customizations - I did this after every saved change

Guangming
Community Member Microsoft Employee on at

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RE: how to bulk set existing leads to a new custom business process?

Hi Guangming,

I'm glad to hear that. If you have any issue, feel free to ask.
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Guangming 410 on at

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RE: how to bulk set existing leads to a new custom business process?

I made some progress: I was working on the wrong CRM environment (not mine) when creating the flow in Power Automate. So now i can see the new entity for my customized business processes.

Thanks,
Guangming 410 on at

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RE: how to bulk set existing leads to a new custom business process?

thank you very much! I did the last one (creating a leads view) successfully.

My license is sales professional. when i created that power automate cloud flow, i did not see the business process table from the table list. Also, in Dynamics 365, where to show a list of tables? I just saw a list of entities from the default solution.

I am new to Power Automate. Any documents to create a business process flow instance? I assume for whatever reason, it seems i should create a business process flow instances record:

Thanks,

Guangming
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Community Member Microsoft Employee on at

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RE: how to bulk set existing leads to a new custom business process?

Hi Guangming,

Q: Is there a way to bulk set the new business process to all previous leads?

A: There is no OOTB way to bulk set the new business process to all previous leads. You could create a flow to do this, please refer to this blog:

Bulk Business Process Flow switching using Power Automate (Cloud Flows) – XRM Tricks (Power Platform & Dynamics CRM )

Q: Also, I do not see there is a way to filter the leads by which business process is associated with?

A: When you new create a BPF, a new entity(the same name with your BPF name) would be created which has N:1 relationship with Lead entity.

And there is a view to see all associated lead records:

If you want to create view in Lead entity, please try this filter: