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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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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
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 ?
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.
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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