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summitb
Level: Powered On

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 Team
Community Support Team

Re: Create BPF with stages have two unrelated entities

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.
summitb
Level: Powered On

Re: Create BPF with stages have two unrelated entities

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

JoeRayment
Level: Power Up

Re: Create BPF with stages have two unrelated entities

Did you ever solve this? Got the same problem 

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