Category: Microsoft Dynamics 365

RetrieveProcessInstancesRequest processInstanceRequest =
    new RetrieveProcessInstancesRequest
    {
        EntityId = caseId,
        EntityLogicalName = "incident"
    };

RetrieveProcessInstancesResponse processInstanceResponse =
    (RetrieveProcessInstancesResponse)orgService.Execute(processInstanceRequest);

RetrieveActivePathRequest pathReq =
    new RetrieveActivePathRequest { ProcessInstanceId = processInstanceId };

RetrieveActivePathResponse pathResp =
    (RetrieveActivePathResponse)orgService.Execute(pathReq);

var traversedPathList = new List<string>();
foreach (var stage in pathResp.ProcessStages.Entities)
{
    traversedPathList.Add(
        ((Guid)stage.Attributes["processstageid"]).ToString()
    );
}

string completeTraversedPath = string.Join(",", traversedPathList);

Guid finalStageId =
    (Guid)pathResp.ProcessStages.Entities.Last()
        .Attributes["processstageid"];

var updateBpf = new Entity("phonetocaseprocess", processInstanceId)
{
    ["activestageid"] = new EntityReference("processstage", finalStageId),
    ["traversedpath"] = completeTraversedPath
};

orgService.Update(updateBpf);

var finish = new Entity("phonetocaseprocess", processInstanceId)
{
    ["statecode"] = new OptionSetValue(1),   // Inactive
    ["statuscode"] = new OptionSetValue(-1)  // Finished
};

orgService.Update(finish);

public static void MoveBpfToFinalStageAndFinish(
    IOrganizationService service,
    Guid primaryRecordId,
    string primaryEntityLogicalName,
    string bpfSchemaName,
    string expectedBpfName)
{
    // Step 1: Retrieve active BPF instance
    var processInstanceRequest = new RetrieveProcessInstancesRequest
    {
        EntityId = primaryRecordId,
        EntityLogicalName = primaryEntityLogicalName
    };

    var processInstanceResponse =
        (RetrieveProcessInstancesResponse)service.Execute(processInstanceRequest);

    if (!processInstanceResponse.Processes.Entities.Any())
        return;

    var bpfInstance = processInstanceResponse.Processes.Entities.First();
    var processInstanceId = bpfInstance.Id;

    // Optional safety check – ensure correct BPF
    if (!bpfInstance.Attributes.Contains("name") ||
        bpfInstance["name"].ToString() != expectedBpfName)
        return;

    // Step 2: Retrieve active path
    var pathRequest = new RetrieveActivePathRequest
    {
        ProcessInstanceId = processInstanceId
    };

    var pathResponse =
        (RetrieveActivePathResponse)service.Execute(pathRequest);

    if (pathResponse.ProcessStages.Entities.Count == 0)
        return;

    // Step 3: Build traversed path from active path
    var traversedPathList = new List<string>();
    foreach (var stage in pathResponse.ProcessStages.Entities)
    {
        traversedPathList.Add(
            ((Guid)stage["processstageid"]).ToString()
        );
    }

    string traversedPath = string.Join(",", traversedPathList);

    // Final stage = last stage in active path
    Guid finalStageId =
        (Guid)pathResponse.ProcessStages.Entities.Last()["processstageid"];

    // Step 4: Move BPF to final stage
    var updateBpf = new Entity(bpfSchemaName, processInstanceId)
    {
        ["activestageid"] = new EntityReference("processstage", finalStageId),
        ["traversedpath"] = traversedPath
    };

    service.Update(updateBpf);

    // Step 5: Finish (deactivate) the BPF
    var finishBpf = new Entity(bpfSchemaName, processInstanceId)
    {
        ["statecode"] = new OptionSetValue(1),   // Inactive
        ["statuscode"] = new OptionSetValue(2)  // Finished (verify in org)
    };

    service.Update(finishBpf);
}

SELECT processid,
       processidname,
       stagename,
       processstageid,
       stagecategoryname,
       *
FROM   processstage
WHERE  processid = '0FFBCDE4-61C1-4355-AA89-AA1D7B2B8792';

SELECT businessprocessflowinstanceid,      
       activestageid,
       activestageidname,
       traversedpath,
       incidentid,
       processid,
       processidname,
       *
FROM   phonetocaseprocess
where incidentid = '98c26cb0-ff9f-f011-b41c-7c1e52fd16bb'

 static void Main(string[] args)
        {
            Console.WriteLine("MoveCaseBpfToResolve started.");
            // CRM connection
            string connString = @"AuthType=OAuth;
            Username=abc.onmicrosoft.com;
            Password=xyz;
            Url=https://abc.crm.dynamics.com/;
            AppId=51f81489-12ee-4a9e-aaae-a2591f45987d;
            RedirectUri=app://58145b91-0c36-4500-8554-080854f2ac97/";

            var service = new CrmServiceClient(connString);

            var bpfSchemaName = "phonetocaseprocess";

            var caseId = "98c26cb0-ff9f-f011-b41c-7c1e52fd16bb";
            var resolveStageId = new Guid("356ecd08-43c3-4585-ae94-6053984bc0a9");

            // Query the BPF instance for the Case
            var query = new QueryExpression(bpfSchemaName)
            {
                ColumnSet = new ColumnSet("activestageid", "traversedpath")
            };
            query.Criteria.AddCondition("incidentid", ConditionOperator.Equal, caseId);

            var instances = service.RetrieveMultiple(query);

            if (!instances.Entities.Any())
            {
                Console.WriteLine("No BPF instance found for the Case. Exiting.");
                return;
            }

            var bpfInstance = instances.Entities.First();        
         

            var updateBpf = new Entity(bpfSchemaName)
            {
                Id = bpfInstance.Id
            };
            // Set active stage to Resolve
            updateBpf["activestageid"] = new EntityReference("processstage", resolveStageId);
            // Update traversed path
            var traversedPath = bpfInstance.GetAttributeValue<string>("traversedpath");
            updateBpf["traversedpath"] = $"{traversedPath},{resolveStageId}";
            service.Update(updateBpf);

            Console.WriteLine("BPF successfully moved to Resolve stage.");
            Console.WriteLine("MoveCaseBpfToResolve completed.");
        }