Dynamics CRM 2015 has a simple enough way to switch the Business Process Flow in the user interface:
However, our client has a very complex case system with numerous business process flows and they didn’t need the extra three clicks (Switch Process, click the Process, Save) to select the process every time a new case came in or every time certain case attributes changed.
I found that in CRM 2015, many Business Process Flow actions can be automated as described inhttps://msdn.microsoft.com/en-us/library/dn817874. Changing the Process, moving to the next stage, moving to the previous stage, hiding or displaying the business process flow, etc.
to call a different function OnChange to determine what the desired Business Process Flow should be and call the WF.Common.enableBusinessProcessFlow(newBPFname) to set it.
Voila, when the case type field changes on a case, the apporpirate Business Process Flow is set.
Thanks to Microsoft’s flexibility with Microsoft Dynamics CRM, Business Process Flow actions can be automated with CRM 2015. If you have a similar business scenario or would like our help in automating Business Process Flow actions, just contact us here.
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