In this blog, we share a lesson learned when using a Dynamics 365 Customer Engagement online data source connector, called Instance Web API, for Power BI reports.
Are there instances where using the "Switch Processes" is too cumbersome for your users to change Business Process Flows? Well, there are several ways to get this updated, and today's blog will show you a way to update it using a workflow. This will take on the same type of action on workflow conditions, where a condition is required for this to run.
Let's take a look at the Out-Of-The-Box Opportunity Sales Business Process Flow:
We have a secondary Business Process Flow we would much rather use than the one above "Opportunity Sales Process" but we want to achieve this based off of a field value on the Opportunity form. How would one come about doing this?
Let's lay out the conditions first – On the Opportunity Record, if the field "Purchase Process" equals "Committee" then change the Business Process Flow to the one I have created, which is titled "NEW Opportunity Process."
Now, onto building this out…
First, create a new workflow that runs off of the Opportunity entity and create the conditions on when this workflow needs to run:
The example is when the Purchase Process on the Opportunity record equals Committee.
In the row below, select the row, and then select "add step":
Then in the dropdown, select "Perform Action":
When selecting "Performing Action," an action condition will display:
In the Action dropdown, select "SetProcess" – this MUST be selected in order for a Business Process Flow Action can be taken in a workflow.
Then in the Entity dropdown, it will automatically default to "None (global)" – this is NORMAL. Once "Set Properties" is selected, then this window will be where the entity and Business Process Flow will be identified:
In the Set Properties window, there are two values that need to be identified:
Remembering the example above, a business process flow of "NEW Opportunity Process" is needed, and the Target is the Opportunity Record:
Once that information is filled out, save and close. Now, on the Opportunity record, if Purchase Process = Committee, then the Business Process Flow will update to the "NEW Opportunity Process":
It is simple as that! A workflow now can change a record's Business Process Flow.
To learn more about Business Process Flows, check out, How to Update Business Process Flows in Bulk with Dynamics 365.