POWEROBJECTS

718 Washington Ave. N. Suite #101
Minneapolis, MN 55401
View map and all Locations

Send us a message

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!

Update Business Process Flows in Bulk with Dynamics 365

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.

Update Business Process Flows in Bulk with Dynamics 365

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

Update Business Process Flows in Bulk with Dynamics 365

Update Business Process Flows in Bulk with Dynamics 365

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.

Thanks for checking out the blog today!

Happy Dynamics 365’ing!

Avatar for JoeCRM

JoeCRM

Joe CRM is a CRM superhero who runs on pure Microsoft Dynamics CRM adrenaline. As the face of PowerObjects, Joe CRM’s mission is to reveal innovative ways to use Dynamics CRM and bring the application to more businesses and organizations around the world.