So just taking a look at all of the available perform actions in workflows that are provided out of the box and found SetProcess.
SetProcess enables via a workflow to change the current business process of a record. For example, you are working on an opportunity and the decision timeframe is a year, this would most likely have a different sales approach to an opportunity closing in a month. Via a workflow we change the business process automatically.
So how do we do it? It’s easy follow these steps:
- Navigate to Settings->Processes
- Create a new process of type workflow, give it a name “Change process -long running opportunity” etc
- So for my example I create a condition on the Purchase Timeframe, if equal to This year then do action.
- I select perform action
- I select SetProcess and click on properties. All I need to select is the business process and the record to apply it to.
- Save and close
- Finally Activate the process, all done.
When I navigate to my opportunity and update the purchase timeframe to This Year, once I refresh the record the business process will change.
Filed under: Dynamics365, How To, Microsoft CRM - Functionality | Tagged: Dynamics365, How To, Tips, Workflow |
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