Loading...

Automate BPF Stage Selection using Server Side Code Plugins with Related Entity Parent Child Scenario

Automate BPF Stage Selection using Server Side Code Plugins with Related Entity Parent Child Scenario

In this post, we'll dive into automating the selection of the active stage in BPF (Business Process Flow) and moving stages automatically as per child record field update using server-side code plugins with a related entity parent-child scenario. This automation can help you streamline your business process flows and save time.

The business requirement for this scenario involves two tables: Teacher (1) and Classes (N). Whenever a new teacher is created, a new class is also created for that teacher. The BPF should then start, and the active stage should be automatically set and moved whenever a relevant field in the child record is updated.

By following the steps outlined in this tutorial, you'll be able to create an automation that ensures the BPF stage is automatically set and moved as required, eliminating the need for manual intervention and ensuring a smoother workflow.

If you're interested in improving your efficiency and automating your business processes, this tutorial is a must-read.

The post Automate BPF Stage Selection using Server Side Code Plugins with Related Entity Parent Child Scenario was first published on SoftChief.

Published on:

Learn more
Softchief Learn
Softchief Learn

The Power of Microsoft Dynamics 365 Consulting, Implementation & Online Training

Share post:

Related posts

How the “Regarding” field works in Microsoft Dynamics 365 CRM and the process for adding a custom entity to the “Regarding” lookup field.

Microsoft Dynamics 365 CRM is a powerful tool that allows you to associate records with other entities through the use of the "Regarding" fiel...

2 months ago

Check Parent Entity Name From Child entity form D365 CE

If you are working with Dynamics 365 Customer Engagement and need to validate a child entity form based on the parent entity, this tutorial ca...

1 year ago

What is the Impact of MS CRM Workflow Automation on Efficiency Improvement?

Microsoft Dynamics CRM is an advanced customer relationship management system that empowers businesses with a range of tools to optimize their...

1 year ago

Get Business Process Flow Stages in a defined sequence within Microsoft Dynamics 365 CRM

If you're using Microsoft Dynamics 365 CRM, then you may encounter a scenario where you need to arrange Business Process Flow stages in a spec...

1 year ago

Deactivate Child Records using plug-in

The requirement is to deactivate child records using 1:N association via a plugin in Dynamics CRM. The plugin will trigger upon updating the p...

1 year ago

Business Process Checklist within Microsoft Dynamics 365 CRM – Coming Soon!

Having proper business processes is crucial for the success of any organization, and Microsoft Dynamics 365 CRM is introducing a new feature s...

1 year ago

Sales Force Automation within Microsoft Dynamics 365 CRM – Increase Conversions & ROI

In today’s dynamic business world, organizations must constantly evolve to remain competitive, and automation is one of the key elements of th...

1 year ago

How We Use DocumentsCorePack at P2 Automation

Discover how P2 Automation optimizes their business processes by leveraging DocumentsCorePack, as outlined in this informative post. The compa...

1 year ago

Automation features in D365 CRM

Automation is a crucial aspect of modern-day CRM, and Microsoft Dynamics 365 CRM offers a suite of automation features to get the job done eff...

2 years ago
Stay up to date with latest Microsoft Dynamics 365 and Power Platform news!
* Yes, I agree to the privacy policy