Business Process Flows: Conditional AND Statements in Branching Logic

Branching logic in Business Process Flows are a great component to Dynamics CRM. However, there are a couple of tips and tricks to be aware of that will make using them easier. In today's blog, we will cover conditional AND statements in a branching logic scenario where more than one item in a branch needs to be verified. Let's dive in!

If you have an AND statement in your branching logic, it needs to come first in order for the rest of the Business Process Flow to function properly. The first example below is built so that it will NOT function correctly:

1. In the first branch, it is only verifying one field in the first stage of the Business Process Flow.

2. In the second branch, which is an "else" statement from the first branch, it uses an AND statement to verify two fields in the first stage of the Business Process Flow.

Now, if we look at the Business Process Flow in action and mark both Step 1 (Generic Business Process Field 1) and Step 2 (Generic Business Process Field 2) as Completed, according to the branching logic we built, the next stage should be Stage 2B. However, you can see that it did not change to Stage 2B, but instead went to Stage 2A despite both fields being marked Completed.

Now let's build it so that it will work correctly. First we need to change the order of the conditional statements:

1. Move the AND statement in the first branch.

2. Move the statement only verifying one field to the second branch.

You can see that if we just mark the Step 1 (Generic Business Process Field 1) as Completed, as expected, Stage 2A and Stage 3A appear as the next stages in the Business Process Flow:

Then, when we also mark Step 2 (Generic Business Process Field 2) as Completed, the next stage now correctly changes to Stage 2B.

There you have it! Hopefully this tip will help you build as many functioning Business Process Flows with branching logic as your heart desires! Did you know that PowerObjects offers several educational events and webinars on demand? Sign up for our newsletter so you can stay up to date with the latest and greatest PowerObjects offerings.

Until next time readers, happy CRM'ing!

How to Update Business Process Flows in Bulk with Dynamics 365

Business Process Flows are a powerful tool in Dynamics 365 for helping users follow processes and populate records correctly. When you understand the best practices and the branching logic of Business Process Flows, you can add productivity and accuracy to your data entry!

Once you have a handle on what Business Process Flows can do for you and your users, you may find a need to bulk update the stage on new or existing records. In today's blog, we will show you how!

In order to update your Business Process Flows in bulk, you can use an Advanced Find and the Export/Import tool to make the process as easy as possible. Simply follow the steps below:

1. First, build a view for the entity you are using and include the Process and Process Stage columns as well as the Process Stage Name (Process Stage) column.

Update Business Process Flows in Bulk with Dynamics 365

2. Next, make note of the values for both the process and the stages.

Note: If users can select more than one Business Process Flow on the entity, you may see more than one value in the Process column. Simply open the record to identify which Business Process Flow is being identified by the column value.

Exec Appts Business Process Flow is identified by {064327C5-14CD-4EC2-9653-82284D3687BF}
SCHEDULE stage is identified by c554bb37-ecbb-4820-a4da-ff6b043bb748
WAITING ON CLIENT stage is identified by 3ae140a0-f623-4a06-990d-611b7232d8e2

Update Business Process Flows in Bulk with Dynamics 365

Update Business Process Flows in Bulk with Dynamics 365

3. Once you know which values correspond with each stage, you can export existing records and update the Process Stage column with the value for the desired stage. Or, if you are importing new records, just be sure to map to that column. For more information on the Import/Export tool, check out this blog.

Thanks for checking out the blog today!

Happy Dynamics 365'ing!