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, 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 …

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Back to Basics # 31: Understanding Move Next and Move Previous 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

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

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, …

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

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

Back to Basics # 28: Call Action 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 - …

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Back to Basics # 27: Call Workflow 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

Back to Basics # 26: Enhance BPF With Branching 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 …

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Back to Basics # 25: Understand BPF Stages and Data Steps 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. If we need staff in any organization to follow same steps and stages to follow with customers, then Business Process Flow will be used. In this article we …

Continue reading Back to Basics # 25: Understand BPF Stages and Data Steps in Dynamics CRM

Back to Basics # 24: Create Auto Number Field in Dynamics CRM

Introduction: In Dynamics / Power Platform at times we require automatically generate auto number for an entity which has the alphanumeric characters. Microsoft offers custom format auto number option as well.  In this example let us see for contact entity how this can be achieved to generate automatic Id creation for contact record. Step 1: …

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Back to Basics # 23: Create Application User in Dynamics CRM

Introduction: In Dynamics / Power Platform integrations plays an important role for extending Dynamics/Power platform to integrate with legacy systems or other applications. Post creation of an application in Azure Active directory, next application user must be created so that this user can be used to connect to Dynamics CRM from other applications. In this …

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