Automate Business Process Flow stages using workflows


The July 2017 Update for Dynamics 365 introduced a new feature that supports Business Process Flows as an entity. You can now work with each Business Process Flow as its own entity through dashboards, grids, and charts. This also means that you have the ability to interact with them through Dynamics 365 workflows.

In this article, I am going to focus on how you can create a Workflow for the Business Process Flow entity record to change the Active Stage when a field on the Opportunity entity record is updated. Previously this was only possible using client-side APIs or use of a plugin.

Triggers include:
• Process is applied
• Process status changes
• Process is assigned
• Process changes
• Process is deleted

In order to trigger the workflow to fire for a related, parent entity, such as Opportunity, you will need to keep this an asynchronous workflow. Select Process changes as a trigger, which will give you an option of which record type of the field you want the workflow to fire on.

Suppose that with the Out-of-Box Opportunity entity, when an Opportunity is created that is tied to an Existing Contact or Existing Account, the stage should move from the Qualify stage to the Develop stage.

When selecting the Record Type in the workflow, select Opportunity(Opportunity) and select both Account and Contact. This will kick off the workflow when these fields are populated.

Next, choose to Update Record to set the stage and choose to update the Business Process Flow entity. In this case, the Opportunity Sales Process entity.

In the Set Properties window, choose the Develop stage for Active Stage:

After you Save and Activate the Workflow, this should now trigger on update of the Account or Contact fields on the Opportunity record.

 


Comments (1)

  1. fantastic post. Small correction–the new process flows were introduced in the fall 2016 release (8.2). This process is not obvious, thanks for posting.

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