MSCRM Solution Come, Learn and Share

By: Amit Choudhary | August 22, 2017

In my previous blog posts about Business Process Flows, I discussed about how to Set Business Process flow dynamically and how to switch stages automatically by code. However, when you create a new record, it will set the first valid Business Process Flow defined for that entity as per user's security role. However, if there are multiple Business Process Flows for that entity, it would set the first Business Process Flow as default.


What if you want to set the specific Business Process Flow based upon some condition while creating the record?

Follow below steps to set the Business Process Flow while creating the record:

Step 1: Find the entity form ID from form URL. e.g.  c86fd132-dcac-4b44-bb4d-4e89c7fcc35f

Step 2: Find the Business Proc...

By: Amit Choudhary | June 28, 2017

We had earlier published a blog for Dynamics 365 Business Process Flow Enhancement. However, some points should be considered before upgrading to Dynamics 365.


1. Publisher Entity Prefix: When we implement Dynamics CRM, it automatically creates a default publisher with Entity Prefix as "new_". So if you are using Business Process Flow in your environment, make sure to check that all of your publisher has correct Prefix. The reason is as I mentioned in my previous blog that now for each Business Process Flow there would be an entity to support concurrent business process flows. Therefore, when you upgrade to Dynamics 365, for each existing Business Process, an entity would be created with prefix as described in Solution Publisher. ...

By: Amit Choudhary | May 05, 2017

Business Process Flow was introduced with CRM 2013 and Microsoft is keeps on enhancing Business Process Flow continuously. Microsoft introduced following enhancements with Business Process Flow in Dynamics 365.


  1. Security Roles for Each Business Process Flow: With Dynamics 365, Design for Business Process Flow has been changed. Now whatever Business Process Flow you would create, would be created as separate entity and each instance of that Business Process Flow is a record of that entity. So, you can now define Security Role for each Business Process Flow like any other entity. As each instance of Business Process Flow is a record of that entity, to change the stages of that Business Process Flow, you would need to have Write privilage to th...
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