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Power Participant
Power Participant

Create BPF with stages have two unrelated entities

Need to create BPF with the following scenario:

  1. Business Process Flow has two stages: Stage 1 & Stage 2.
  2. Stage 1 is of Entity: Entity 1, Stage 2 is of Entity: Entity 2.
  3. Entity 1 & Entity 2 has no relationship with each other.
  4. When the record (Record 1) in Entity: Entity 1 is created, Record 2 in Entity 2 should be created automatically created. (Workflow or Plugin)
  5. Stage 1 is automatically assigned to Record 1 in Entity 1.
  6. Assign the record 2 as the next stage (Stage 2) in BPF.

Basically, we need to auto assign Record 2 as the next stage (Stage 2) in BPF.

3 REPLIES 3
Community Support
Community Support

Hi @summitb ,

 

To create a Business Process Flow, we could follow this documentation:

https://docs.microsoft.com/en-us/flow/business-process-flows-overview

 

And another blog A Complete Guide to Dynamics 365 Business Process Flows could be helpful as well:

https://us.hitachi-solutions.com/blog/dynamics-365-roadmap-a-complete-guide-to-dynamics-365-business...

 

Please take a try with it. If you need more help, please post back.

 

Best regards,

Mabel

 

Community Support Team _ Mabel Mao
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Already familiar with the BPF and its functions. Need a good solution for my specific scenario.

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