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

(0) Share

Report

Posted on by Guangming

410

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

I have the same question (0)

All responses (6)

Answers (1)

Verified answer

Community Member on at

Like (1)

Report

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:

Was this reply helpful? Yes No
Guangming 410 on at

Like (0)

Report

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

Was this reply helpful? Yes No
Suggested answer

Guangming 410 on at

Like (0)

Report

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,

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Hi Guangming,

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

Was this reply helpful? Yes No
Guangming 410 on at

Like (0)

Report
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

Was this reply helpful? Yes No
Suggested answer

JojoH 5 on at

Like (0)

Report

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

Was this reply helpful? Yes No