Sign in
Microsoft.com
 
Microsoft
 
 
 

locked
Link a business process flow with a specific case form RRS feed

 > 

  • Question

  • Question
    Sign in to vote
    0
    Sign in to vote

    Hi,

    is there a way to link a certain business process flow with a certain case? Or in any other way automatically change the BPF according to some rules?

    CRM 2013.

    Thanks,

    Jonatan


    • Edited by Calleman87 Friday, January 6, 2017 2:25 PM
    Friday, January 6, 2017 8:19 AM

All replies

  • Question
    Sign in to vote
    0
    Sign in to vote

    Hello Jonatan,

    Yes this is possible. You can write a plugin to set process id of at the creation of a record. Of course plugin can be triggered on update of fields to meet your conditions/rules also.

    If you are working with Dynamics 365 latest release, there is an entity created for every BPF. Also, a record is created for every record on which BPF is available. You can write some custom code to update Process id and Stage id in that record.

    This is sample to achieve it.

    https://community.dynamics.com/crm/b/develop1/archive/2013/09/20/how-to-change-process-and-stage-programmatically

    Jugal Kishore Dandamudi.

    Thursday, January 12, 2017 6:38 AM