Business process flow from lead to opportunity

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Posted on by SPAdmin

Hi Guys,

I have one custom business process flow in Lead entity with 2 stages. I want to kick off another process flow in opportunity entity upon qualifying a lead. Currently it has to be manually kicked off from switch process. Can someone please guide me on this asap.

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Rajkumar Rajaraman on at

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You can refer this:

www.loganconsulting.com/.../Switch-Business-Processes-between-Leads-and-Opportunities-in-Dynamics-365-for-Sales

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SPAdmin 97 on at

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Hi Rajkumar, thanks for the link but this is not what I want at all. I need to make the switch of the process (opportunity process) automatically once I qualify from my custom lead process. not manually by clicking on switch process. Besides, my lead process flow is custom with 2 stages not the out of the box 4 stages.

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Alex Fun Wei Jie 33,628 on at

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Hi,

so you want system to help to automatically switch the process, am i right?

if yes, you can build a workflow to do that.

www.powerobjects.com/.../using-workflows-to-switch-between-business-process-flows-automatically

you can check the condition based on the a field called "originatingleadid" in opportunity , from here you know this opportunity is qualified from lead if there is a value.

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SPAdmin 97 on at

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Thanks this is a helpful link. Actually in my organisation it used to work automatically a week ago but not working now. I could not find a relationship and nor a relevant workflow. Do you have any idea what can be the cause ?

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gdas 50,091 Moderator on at

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Hi,

You may also get help from below reference -

community.dynamics.com/.../change-business-process-flows-using-a-workflow

debajmecrm.com/.../dynamics-crm-switch-business-process-condition-custom-business-logic

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gdas 50,091 Moderator on at

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Hi ,

Could you please double check in settings --> Customization --> process area , may be your workflow is not ruining.

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