In this webinar, our experts showcase a variety of demo use cases of how different components of the...
Business Process Flows are a powerful tool in Dynamics 365 for helping users follow processes and populate records correctly. When you understand the best practices and the branching logic of Business Process Flows, you can add productivity and accuracy to your data entry!
Once you have a handle on what Business Process Flows can do for you and your users, you may find a need to bulk update the stage on new or existing records. In today's blog, we will show you how!
In order to update your Business Process Flows in bulk, you can use an Advanced Find and the Export/Import tool to make the process as easy as possible. Simply follow the steps below:
1. First, build a view for the entity you are using and include the Process and Process Stage columns as well as the Process Stage Name (Process Stage) column.
2. Next, make note of the values for both the process and the stages.
Note: If users can select more than one Business Process Flow on the entity, you may see more than one value in the Process column. Simply open the record to identify which Business Process Flow is being identified by the column value.
Example:
Exec Appts Business Process Flow is identified by {064327C5-14CD-4EC2-9653-82284D3687BF}
SCHEDULE stage is identified by c554bb37-ecbb-4820-a4da-ff6b043bb748
WAITING ON CLIENT stage is identified by 3ae140a0-f623-4a06-990d-611b7232d8e2
3. Once you know which values correspond with each stage, you can export existing records and update the Process Stage column with the value for the desired stage. Or, if you are importing new records, just be sure to map to that column. For more information on the Import/Export tool, check out this blog.
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Happy Dynamics 365'ing!