Introduction: During some scenarios we must automatically move BPF Stages based on server-side code. This can be achieved by CRM Plugin. As an example, on update of a title field for a selected contact record BPF will automatically moves to next stage. Step 1: Login to the required environment and go to flows and select …

Continue reading Back to Basics # 35: Automatic Stage Movement using CRM Plugin in BPF

Introduction: In certain implementations, we must restrict manual movement of Stages in BPF for a selected record as a business requirement. To achieve this functionality, we can use JavaScript to restrict movement of next and previous stage. Step 1: Login to the required environment and go to flows and select Business process flows – Vaccination …

Continue reading Back to Basics # 34: Restrict Manual Movement of Stages using JavaScript in BPF

Introduction: In certain implementations, BPF Stage movement to be done based on roles. So, this can be achieved by writing custom JavaScript and logic to capture roles of the logged in user. As an example, we consider here same vaccination BPF on Contact record , where for users with role sales man will be restricted …

Continue reading Back to Basics # 33: Restrict Stage Movement Based on Roles using JavaScript in BPF

Introduction: At times we must work on BPF Stages and navigate Stages automatically based on the business requirement, in this post we are going to see how it can be achieved through javascript .As an example, existing Vaccination BPF on an existing Contact record was used to show this navigation to Next Stage on change …

Continue reading Back to Basics # 32: Move to Next Stage using JavaScript in BPF

Introduction: At times we must work on BPF Stages and navigate Stages automatically based on the business requirement, for quick test D365 Client API’s can be used for navigation with predefined methods moveNext and movePrevious in console window of browser before writing JavaScript code. As an example, existing Vaccination BPF on an existing Contact record …

Continue reading Back to Basics # 31: Understanding Move Next and Move Previous in BPF

Introduction: We can include BPF in a model driven app in Dynamics CRM where directly a new contact can be created from App and start using Business Process Flow. Step 1: Login to the required environment and go to flows and select Business process flows – Vaccination and observe whether BPF is active or not, …

Continue reading Back to Basics # 30: BPF In Model-Driven-Power-Apps

Introduction: We can enhance BPF so that a Power Automate Flow can be called in between stages. So here, in this post we see in the same vaccination use case to call an Power Automate Flow to the selected contact in the initial stage. Step 1: Login to the required environment and go to flows …

Continue reading Back to Basics # 29: Call Power Automate Flow from BPF in Dynamics CRM

Introduction: We can enhance BPF so that an Action can be called in between stages. So here, in this post we see in the same vaccination use case send an email to selected contact in the initial stage. Step 1: Login to the required environment and go to flows and select Business process flows - …

Continue reading Back to Basics # 28: Call Action from BPF in Dynamics CRM

Introduction: We can enhance BPF so that a workflow can be called in between stages. So here, in this post we see in the same vaccination use case send an email to selected contact if vaccination completed. Step 1: Login to the required environment and go to flows and select Business process flows as shown …

Continue reading Back to Basics # 27: Call Workflow from BPF in Dynamics CRM

Introduction: To define and enforce consistent business processes help people using the system can focus on their work and not to perform a set of manual steps. At times based on some conditions we must show or hide stages based on conditions. So here, in this post we see in the same vaccination use case …

Continue reading Back to Basics # 26: Enhance BPF With Branching in Dynamics CRM