{Know How} Apply Business process flow on create of a record or skip setting of default Process flow based on custom business logic in Dynamics 365 using ProcessId field of record


Debajit's Dynamic CRM Blog

Business Process flows are used everywhere and as a Power platform consultant you might be working with them almost everyday.

However sometimes the intricacies of the most mundane stuffs seems to baffle us. And one of them is was this requirement that I recently had. And trust me I found many was not aware of the solution.

So the customer here wanted to apply Business process flow to a record based on some business logic. Let’s understand the full requirement first before I go ahead with the solution.

So the customer have field on Account entity. Let’s say field name is “BPF Indicator”. It’s an option set field. And let’s assume there are three values for this field.

  1. Value 1
  2. Value 2
  3. Value 3

There are three BPF’s for Account. So basically the logic goes like this.

  1. If account is created with Value 1, then BPF 1 should be applied

View original post 377 more words

Author: Nishant Rana

I love working in and sharing everything about Microsoft.NET technology !

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